Macro visionary Raoul Pal joins Unblocking the Chain for a wide-ranging discussion on the future of digital assets, stablecoins, and AI. Drawing on decades of experience from his days running GLG’s Global Macro Fund to founding Real Vision and Global Macro Investor, Raoul outlines why blockchain is moving faster than any previous technology adoption curve — already twice the speed of the early Internet. He explains how institutional adoption, tokenization, and stablecoins are reshaping finance, and explores how artificial intelligence will merge with blockchain to create what he calls an “Internet of Intelligence.” From Bitcoin as digital gold to the coming $100-trillion on-chain economy, this is Raoul at his most expansive — a masterclass in where macro, crypto, and technology converge.
⏱ Suggested Timecodes
- (0:21) Setting the stage — institutional digital asset forum and stablecoin launch
- (2:50) The explosive growth of digital wallets and institutional adoption
- (5:10) Why stablecoins are the killer app for global payments
- (9:00) Tokenization, real-world assets, and the next $100-trillion market
- (12:10) Bitcoin, Ethereum, Solana, and Sui — the key blockchain layers
- (17:00) Valuing blockchain networks through Metcalfe’s Law
- (18:40) AI meets blockchain — the dawn of the “Internet of Intelligence”
- (25:40) The political and regulatory shift driving the next phase
zPodcast Speakers:
Michael Prendiville (co-host), Co-founder, JellyC and Founder, TAF Capital BIO
Drew Bradford, (co-host), CEO, Catena Digital and Chairman, JellyC BIO
Unblocking the Chain is brought to you by JellyC and Catena Digital.
About Catena Digital
Catena Digital is an Australian dollar-backed stablecoin. Through the thoughtful application of emerging technology, Catena Digital empowers businesses and asset exchanges to facilitate fast and cost-effective transactions securely. With over 100 years of combined global experience, Catena Digital's team has a wealth of financial markets, governance, and technology knowledge to support their customers’ and partners’ successful transition to digital assets.
https://www.catenadigital.com.au/
Podcast Produced by:
https://piccolopodcasts.com.au/
This podcast is for informational purposes only and does not constitute financial advice. Opinions expressed are solely those of the hosts and the guests. Please do your own research or consult a professional before making investment decisions.
Information
- Show
- FrequencyUpdated Biweekly
- PublishedOctober 13, 2025 at 6:00 PM UTC
- Length30 min
- Season1
- Episode23
- RatingClean