Raoul Pal: 8 Trillion Dollar Liquidity Injection Could Trigger Bitcoin Bull Market in 2026

2026-01-10 16:29:13

Source: CryptoNewsNet Original Title: Renowned CEO Raoul Pal: ‘An 8 Trillion Dollar Bitcoin Bull Injection Could Be Coming’ Original Link: Real Vision CEO Raoul Pal recently discussed cryptocurrency market dynamics on “The Wolf Of All Streets” with Scott Melker, sharing insights that could interest crypto investors.

Liquidity as Market Driver

According to Pal, price fluctuations and liquidity shortages in 2025 are laying the groundwork for a major bull market in 2026. He argued that 90% of market movements are determined by “liquidity” rather than narratives or technological advancements.

The $7-8 Trillion Question

Pal stated that approximately $7 to $8 trillion in new liquidity needs to be created in the next 12 months to pay interest on global debt. The Trump administration in the US would take every step to stimulate the economy ahead of midterm elections, making fiscal expansion inevitable.

Regulatory Changes and Capital Flows

New regulations (technical changes like SLR) would allow banks to buy more Treasury bonds, effectively bypassing the Fed’s interest rate policies and providing direct cash inflow into the system. Governments will continue to devalue their currencies to roll over debts, which Pal identifies as the biggest driver for assets with limited supply like Bitcoin.

AI and Blockchain Convergence

Pal predicts that not only Bitcoin, but also smart contract platforms (Ethereum, Solana, etc.) will reach much larger use cases in the future. He emphasized that artificial intelligence and blockchain technologies will become an “inseparable pair,” with AI agents using cryptocurrencies and micro-payments to pay each other—a development that could drive network values to trillions of dollars.

Market Cycle Reality Check

While acknowledging that 2025 has been a “boring and difficult” year for crypto investors, Pal reminded them that the cycle is not yet over. He doesn’t expect massive 80% drops in Bitcoin price like in the past, but views 50% corrections as “normal” market behavior.

BTC-0,25%

ETH-1,03%

SOL-2,06%

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