Agentic Economy on Digital Asset Radar

Why AI Agents Need Crypto Rails: Raoul Pal

Mon, 06 Jul 2026 13:20:55 +0000

AI agents need crypto rails because the traditional banking system cannot settle machine-speed, sub-cent, always-on payments between pieces of software — and macro investor Raoul Pal argues the layer-1 blockchains that can (Ethereum, Solana and Sui) become the ownable infrastructure of an emerging “invisible economy.” In a May 2026 presentation on his show The Journey Man, Pal predicted that within two years the majority of economic transactions on Earth will happen between machines, entirely beyond human perception.

AI Supercycle: Compute, Energy and Crypto's Third Wave

Sun, 05 Jul 2026 08:13:35 +0000

The AI supercycle is the thesis that artificial intelligence has replaced the old business cycle of capital versus labour with a new one of compute versus energy — a buildout so large that shortages, not recessions, become the thing that slows it down. In a conversation recorded June 4, 2026, investor Jordi Visser told Raoul Pal on The Journey Man that “there is almost no way for this not to be a supercycle,” because even the bottlenecks require more spending to clear.