EPISODE · Mar 25, 2026 · 41 MIN
AI Will Drive The Biggest Boom In History | Raoul Pal
from Forward Guidance · host Blockworks
AI is forcing a rethinking of everything from energy and geopolitics to markets and human purpose while raising a deeper question: are we entering an era of abundance or losing control of the systems we’re building? Raoul Pal joins us live from DAS to break down how the AI arms race, liquidity dynamics, and crypto infrastructure are converging into a single macro narrative shaping the next cycle. We explore AI-driven abundance, crypto as agent infrastructure, oil and liquidity risks, tokenized data markets, and what human value looks like in an AI-dominated world. Enjoy! TIMESTAMPS: 00:00 Intro 02:12 Oil Shock Meets Macro 05:22 AI Needs More Energy 07:19 The US China Race 08:53 Why Recessions Cannot Happen 12:03 Banks Will Provide Liquidity 15:24 AI Adoption Is Mispriced 18:41 Ads (Blockworks IR, Arkham) 20:15 Superintelligence Changes Everything 24:11 What Is Human Value 30:22 AI Agents Need Crypto 37:39 AI Meets Longevity FOLLOW GUEST › Raoul – https://x.com/RaoulGMI FOLLOW THE SHOW › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks SPONSORS › ARKHAM Arkham is a crypto exchange and blockchain analytics platform that lets traders see inside the wallets of top traders, funds, and influential players in crypto — and act on that information. Sign up: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions may be excluded from onboarding. DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
What this episode covers
AI is forcing a rethinking of everything from energy and geopolitics to markets and human purpose while raising a deeper question: are we entering an era of abundance or losing control of the systems we’re building? Raoul Pal joins us live from DAS to break down how the AI arms race, liquidity dynamics, and crypto infrastructure are converging into a single macro narrative shaping the next cycle. We explore AI-driven abundance, crypto as agent infrastructure, oil and liquidity risks, tokenized data markets, and what human value looks like in an AI-dominated world. Enjoy! TIMESTAMPS: 00:00 Intro 02:12 Oil Shock Meets Macro 05:22 AI Needs More Energy 07:19 The US China Race 08:53 Why Recessions Cannot Happen 12:03 Banks Will Provide Liquidity 15:24 AI Adoption Is Mispriced 18:41 Ads (Blockworks IR, Arkham) 20:15 Superintelligence Changes Everything 24:11 What Is Human Value 30:22 AI Agents Need Crypto 37:39 AI Meets Longevity FOLLOW GUEST › Raoul – https://x.com/RaoulGMI FOLLOW THE SHOW › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks SPONSORS › ARKHAM Arkham is a crypto exchange and blockchain analytics platform that lets traders see inside the wallets of top traders, funds, and influential players in crypto — and act on that information. Sign up: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions may be excluded from onboarding. DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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AI Will Drive The Biggest Boom In History | Raoul Pal
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