The Truth About the 2025 Crypto Rally ft. Dan Morehead

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🔥 *The Future of Finance is HERE: Join 19,000+ on the waitlist* https://rvtv.io/3IQ5Bs6 ⚪ Raoul Pal welcomes Dan Morehead, CEO and founder of Pantera Capital for a wide-ranging interview covering everything from the macro big picture to the tokenization of everything. Recorded on October 10, 2025. ⚪ X: @dan_pantera 📣 This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault onchain. Unlock your crypto’s potential today. 👉 Visit their app to apply for a Crypto Backed Loan today https://figuremarkets.onelink.me/Plnq/2uhuytay 📣 Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and employs over 100 people in the US and Europe to manage a range of products, including ETFs, private alpha strategies, and SMAs for large investors. 👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing. Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries. Timestamps: 0:00 – Sponsors 2:37 – Intro to the show & guest: Dan Morehead 3:38 – Macro discussion: Monetary policy, inflation, and the Fed’s errors 6:04 – Debt trap, fiat debasement, and global currency concerns 9:04 – Fed asset purchases vs. Swiss strategy; housing market impact 11:05 – Debasement trade goes mainstream; institutional awakening 13:03 – The macro trade of a generation & inevitable crypto thesis 16:04 – Institutional exposure to crypto is still minimal 17:08 – Projected portfolio allocation to crypto & blockchain venture 18:07 – Blockchain as the new internet; obvious use cases like payments & stablecoins 20:00 – SVB, Leverage, and the Fragility of the Banking System 23:19 – Bitcoin, Bailouts, and the Rise of Stablecoins 26:00 – The Impact of Stablecoins on Traditional Banking and Lending 28:35 – Tokenization, Treasuries, and the Role of Blockchain in Capital Markets 31:00 – Financial Inclusion and Global Access to U.S. Markets 33:00 – Web3 Beyond Finance: Gaming, Digital Identity, and Adoption Challenges 35:20 – Digital Asset Treasury (DAT) Vehicles: Concept and Strategy 38:00 – DATs vs ETFs: Yields, Token Growth, and Management Execution 40:06 – Leverage and Financial Engineering in DATs 43:04 – Evangelizing Crypto and Growing the Ecosystem 44:02 – Investor Base Evolution and Regulatory Unlock 45:05 – Market setbacks and regulatory environment 48:17 – Geopolitical Bitcoin adoption 51:04 – Fund strategy: all-in-one approach and key trades 54:14 – Partnerships and ETF involvement 56:02 – Market cycle predictions and regulatory impact 58:10 – Investor sentiment 1:00:00 – Skepticism vs. optimism in the institutional landscape 1:01:29 – Bitcoin’s growth and potential 1:02:07 – Closing remarks Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 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 #raoulpal #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #btcnews #bitcoin #bitcoinnews #bitcointoday #cryptotrading #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #solanasol #altcoins #bitcoinnews #btctoday #btcnews #sui #suicrypto #ethnews