Scott Bessent Could Change Everything w/ Andreas Steno
About this episode
Raoul and Andreas Steno discuss how Treasury policy and a weaker dollar could support risk assets like Bitcoin into 2027.
Raoul and Andreas Steno break down how Treasury policy, a weaker dollar, and improving liquidity could extend the business cycle and support risk assets like Bitcoin into 2027. They also explore why the AI and CapEx boom may still be in its early stages, with productivity gains and surging demand for compute reshaping the economy. Recorded August 25, 2026. TOKEN2049 Singapore, the world's largest crypto event, returns to Marina Bay Sands on 7–8 October. 25,000 attendees, 500 exhibitors, 300 speakers and 1,000 side events take over the city during TOKEN2049 Week. On stage: Raoul Pal (Real Vision), Jeff Yan (Hyperliquid) and Shayne Coplan (Polymarket). The Real Vision community gets 10% off tickets; claim yours. -- https://checkout.token2049.com/events/asia?promo=realvision10&utm_source=newsletter&utm_medium=email&utm_campaign=realvision&utm_id=realvision 🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF Timestamps: 00:00 - Why Bessent’s Treasury Strategy Could Change Everything 03:17 - Scott Bessent’s Plan to Reshape the Treasury Market 04:26 - How Hedge Funds Became the Biggest Buyers of U.S. Treasuries 07:36 - Why the Repo…
People in this episode
Host: Raoul Pal
Guest: Andreas Steno
Topics covered
- Treasury policy
- business cycle
- risk assets
- AI boom
- CapEx
- Bitcoin
- liquidity
Keywords
- Treasury strategy
- U.S. Treasuries
- repo market
- yield curve
- liquidity
- Bitcoin
- risk assets
- AI
- CapEx
Sponsors
Real Vision
Mentioned in this episode
Organizations: Real Vision, Hyperliquid, Polymarket
Places: Singapore
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