Raoul Pal, the founder of Real Vision, says money is beginning to move out of AI and back into crypto. Cointelegraph published his comments on Oct 6, 2026, in a feature written by Yohan Yun and edited by Andrew Fenton.
Pal's argument is that if the rally in AI stocks pauses, crypto could draw some of that capital. He also links the two sectors: in his view, AI agents are likely to increase the use of Ethereum and Solana.
Pal also points to the US dollar. He says a weaker dollar could act as a "green light" for crypto and help the industry's rally continue.
These are one investor's views. The article does not say how much capital has moved, over what period, or what data the claim of a rotation rests on. Those figures are not yet known.
For someone already holding a perpetual position on Bitget, Bybit, MEXC or OKX, the honest answer is nothing directly. An opinion does not change funding rates, trading fees or order book depth. Those costs change only when actual flows change, and the article reports no measured flows.
Source: cointelegraph — Capital starting to rotate back to crypto from AI: Raoul Pal