Скачать или смотреть Novogratz: Melt-Up Ahead? Crypto, AI & Rate Cuts

🔥 The Future of Finance is HERE: Join 13,000+ on the waitlist https://rvtv.io/3IQ5Bs6

Raoul Pal sits down with long-time fan favorite Mike Novogratz, CEO of Galaxy Digital, to discuss the strange macro backdrop of strong growth, rising debt, and political chaos as the U.S. moves toward easier monetary policy — creating what he sees as the setup for a major risk-asset melt-up. He also reveals how Galaxy Digital is evolving from crypto finance into AI-driven infrastructure and tokenization, arguing that regulation, DeFi, and institutional adoption will unleash the next phase of the digital-asset revolution. Recorded on October 7, 2025.

⚪ Follow Mike Novogratz on X: @novogratz

📣 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...

📣 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
2:05 – Welcome to the Journey Man
3:33 – Guest intro & opening macro discussion
3:45 – Macro: current economy, Fed, curves, rates, risk, consensus, equities & crypto outlook
10:18 – Crypto vs equities: volatility, supply side
12:25 – Crypto narratives, regulation, tokenization, SEC & commodity/security discussion
16:57 – DeFi regulation, sandbox approach, structural issues, enforcement timing
21:37 – Shift to Galaxy: company overview & latest updates
22:24 – Galaxy's infrastructure pivot: data centers, power, AI, partnerships
25:05 – Data halls, cash flow, construction risks & expansion concerns
28:00 – Grid approvals, site advantages, transition from crypto to infrastructure
29:28 – Blockchain complexity, brand trust, liquidity, institutional strategy
32:00 – Partnerships (Jump, Solana), Galaxy 1 retail product
34:08 – Vision: on‑chain credit, tokenizing assets, infrastructure
35:11 – TradeFi integration, custodians, semi-liquid assets, bots & AI in price discovery
37:49 – Tokenization of real estate & big-name assets (e.g. SpaceX)
39:47 – AI assistant, tokenizing buildings, TradFi infiltration
41:30 – Asset management: divisions, growth, credit, derivatives
45:02 – Crypto vs TradFi risk tolerance, derivatives market, client focus
47:36 – What’s ahead for Galaxy, ETH trade reflections, crypto cycles
50:03 – Riding crypto trends & momentum
51:02 – Outro: vision, convergence, future outlook
51:48 – Final words / call to action

🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com

Connect with me:
Twitter (X):   / raoulgmi  
Instagram:   / raoulgmi  
LinkedIn:   / 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/20231...

#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