A major shift could be coming to the cryptocurrency market, and Ripple could be one of the biggest winners. In a video on his YouTube channel, Levi analyzed a powerful forecast made by Raoul Pal, former Goldman Sachs executive and founder of Real Vision. According to Raoul, all signs point to a breakout moment for the cryptocurrency, with XRP and other altcoins seeing strong momentum around July to August.
Raoul Pal's Macro Perspective Explained by Levi
Levi spends much of the video breaking down Raoul Pal’s big picture macro thesis. At the heart of this thesis is one key idea: liquidity drives the crypto cycle. When global liquidity increases, meaning more money flows into the financial system, risk assets like cryptocurrencies tend to surge.
Raoul Pal believes that liquidity is increasing again across major economies. China and Europe have cut interest rates and the United States is expected to follow suit soon. This shift creates the perfect backdrop for a speculative altcoin rally. Levi notes that Raoul often emphasizes the importance of the liquidity multiplier, where even a small increase in the money supply can lead to a large jump in token prices.
For XRP and other altcoins, this could trigger what Raoul calls a “banana zone,” a period of sharp price acceleration that often catches investors by surprise.
Why July and August Could Spark a Bull Run
Both Levi and Raoul Pal pinpoint July and August as the most likely months for this breakout. Key indicators they are watching include the ISM index, which tracks economic activity and general shifts in monetary policy. According to Raoul, the altcoin season is highly correlated with the ISM, and the data is starting to trend in the right direction.
Levi emphasized Raoul's point that market breadth is improving, meaning more assets are participating in the rally. In previous cycles, this has often resulted in mid-tier altcoins like XRP outperforming Bitcoin.
Raoul said, in my line of work, things are pretty straightforward from here.
It’s a bold claim, but it’s backed by data. Liquidity is rising, inflation is stabilizing, and governments are starting to move toward more accommodative monetary policies. This environment has historically been favorable for cryptocurrencies, especially for coins with established markets and use cases like Ripple.
Notes, Capital and XRP Price
Levi agrees with Raoul's view that the crypto market is driven by a simple equation: attention multiplied by capital. Projects that attract attention tend to attract more capital, and that creates momentum. While memecoins thrive on attention alone, Levi believes XRP could benefit from both real-world utility and renewed investor interest in the next phase of its bull run.
Raoul also warned 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 Property, Long-Term Adoption, and What's Next
One of the most explosive ideas that Raoul Pal has put forward is that sovereign nations will eventually start investing directly in blockchain infrastructure. He even suggests that Bitcoin could be used as a reserve asset, while entire government systems are built on the blockchain. This would push the cryptocurrency market capitalization from $3 trillion today to over $100 trillion in the coming years.
For that to happen, Raoul says, we need two main things: interest rate cuts and fiscal stability among governments. Once those are in place, trillions of dollars from sovereign wealth funds could start flowing into the space. XRP, as part of the infrastructure layer, could see huge benefits.
Levi agrees, arguing that we are still in the early stages of a longer macro cycle that could last until Q2 2026. He compares the current moment to the entry points in 2017 and 2020, which saw explosive gains. Bitcoin has increased sixfold since then, and according to Raoul and Levi, XRP could be one of the next big moves.
Conclusion: Banana Zone Is Near
Levi concluded the video by saying that he is positioning himself now to take full advantage of the upcoming move and encouraging others to prepare. He is confident that if Raoul Pal’s prediction comes true, July and August will mark the beginning of a new altcoin supercycle.
Ripple’s price could be one of the biggest stories in this turnaround. Bolstered by macro liquidity, global interest rate cuts, and renewed investor attention, XRP could finally be ready to break out of its range and take off. If Raoul Pal’s analysis is even partially correct, the next few months could change everything for XRP holders.