A major shift could be coming to the crypto market and Ripple (XRP) might be one of the biggest winners. In a video on his YouTube channel, Levi breaks down a powerful forecast made by Raoul Pal, the former Goldman Sachs executive and founder of Real Vision.
According to Raoul, all signs are pointing to a breakout moment for crypto, with XRP and other altcoins positioned for huge upside between July and August.
What you'll learn 👉
Raoul Pal’s Macro View Explained by Levi
Levi spends much of the video analyzing Raoul Pal’s big picture macro thesis. At the heart of it is one key idea: liquidity drives crypto cycles. When global liquidity expands, meaning there’s more money flowing in the financial system, risk assets like cryptocurrencies tend to surge.
Raoul Pal believes that liquidity is rising again across major economies. China and Europe are already cutting interest rates and the United States is expected to follow soon. This shift creates the perfect backdrop for a speculative altcoin rally. Levi notes that Raoul has often emphasized the importance of liquidity multipliers, where even a small increase in money supply can lead to a large jump in token prices.
For XRP and other altcoins, this could trigger what Raoul calls the banana zone, a period of intense price acceleration that often catches investors off guard.
Why July and August Could Spark the Rally
Both Levi and Raoul Pal identify July and August as the most likely window for this breakout. The key indicators they’re watching include the ISM index, which tracks economic activity, and overall shifts in monetary policy. According to Raoul, altcoin season is highly correlated with the ISM, and the data is starting to trend in the right direction.
Levi highlights Raoul’s point that market breadth is improving, meaning more assets are participating in the rally. In past cycles, this has often led to mid-tier altcoins like XRP outperforming Bitcoin.
From my work, Raoul says, it’s kind of straight up from here.
That’s a bold claim, but it’s backed by data. Liquidity is rising, inflation is stabilizing, and governments are starting to shift toward more supportive monetary policies. This environment has historically been favorable for crypto, especially for coins that already have market presence and use cases like Ripple.
Attention, Capital, and the XRP Price
Levi echoes Raoul’s view that the crypto market is driven by a simple equation: attention times capital. The projects that capture attention tend to attract more capital, and that creates momentum. While memecoins have thrived on attention alone, Levi believes XRP could benefit from both real-world utility and renewed investor interest during the next leg of the bull run.
Raoul also warns that there are too many coins and not enough capital to support them all, so money will flow into tokens that have traction. XRP, with its strong brand and institutional ties, stands out.
Sovereign Wealth, Long Term Adoption, and What’s Coming
One of the most explosive ideas Raoul Pal puts forward is that sovereign nations will eventually begin investing directly in blockchain infrastructure. He even suggests that Bitcoin could be used as a reserve asset, while entire government systems are built on blockchain. This would push the crypto market cap from $3 trillion today to over $100 trillion in the coming years.
For that to happen, Raoul says, we need two key things: rate cuts and budget stability among governments. Once those fall into place, trillions of dollars from sovereign wealth funds could start flowing into the space. XRP, as part of the infrastructure layer, could see massive benefit.
Levi agrees, suggesting we’re still early in a longer macro cycle that could last until Q2 2026. He compares the current moment to the entry points in 2017 and 2020, which were followed by explosive gains. Bitcoin has already gone up 6x since then and according to Raoul and Levi, XRP could be one of the next major movers.
Read Also: Is Pi Network Living Up to the Hype? A Look at 100 Days of Open Mainnet
Conclusion: The Banana Zone Is Near
Levi closes the video by saying he’s positioning himself now to fully capitalize on the incoming move and encourages others to get prepared. He’s confident that if Raoul Pal’s forecast plays out, July and August will mark the beginning of a new altcoin supercycle.
Ripple price could be one of the biggest stories in this shift. Backed by macro liquidity, global rate cuts, and the return of investor attention, XRP may finally be ready to break out of its range and take off.
If Raoul Pal’s analysis is even partly right, the next few months could change everything for XRP holders.
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