🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF Raoul welcomes back Jordi Visser to break down how AI is creating a massive supercycle, driven by compute, energy, agents, data centers, and an explosion in intelligence. Raoul and Jordi also explore how crypto, tokenization, personal AI “vaults,” and the invisible data economy could unlock new markets, new productivity, and major investment rotations beyond just Nvidia and the current AI leaders. Recorded June 4, 2026. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. 0:00 - Why AI Businesses Have Never Looked Like This 0:50 - Macro, Crypto, and Technology Are Converging 1:53 - The End of the Old Business Cycle? 4:13 - AI, Compute, and the Exponential Curve 5:13 - The Biggest CapEx Cycle Ever? 8:06 - Bottlenecks, Chips, and Power Constraints 9:46 - The Rotation Beyond Nvidia 12:30 - Copper, Batteries, and Solving Bottlenecks 16:17 - Billions of New Economic Actors 18:05 - Building Personal AI Infrastructure 29:01 - The Invisible Economy and Tokenized Data 31:14 - Why Crypto Could Be the Third Wave 33:49 - AI IPOs and the Coming Digestive Phase 36:43 - Why Crypto Has Been Stuck 1:05:39 - Why Crypto Could Be the Next Catch-Up Trade Connect with me: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ My other work: Real Vision: https://rvtv.io/3LHYIaH Global Macro Investor: https://globalmacroinvestor.com The Exponentialist: https://realvision.com/thefuture EXPAAM: https://expaam.com Connect with Real Vision™: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Get a FREE membership: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #ai #raoulpal #crypto #aiagents #aivideo #aieconomy #economy #exponentialage #spacex #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #ethereum #btcnews #bitcoin #bitcointoday #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #altcoins #btctoday #btcnews #sui #jordivisser