Real Vision founder Raoul Pal stated that capital is beginning to rotate from the AI sector back into the crypto market. He identified a weaker dollar as a key condition for further crypto gains, noting that higher bond yields and a strong dollar currently limit liquidity. If the dollar fails to decline, Pal suggests AI stocks trading sideways would serve as a secondary catalyst for continued capital rotation into digital assets. Pal highlighted that AI agents may drive future business to Ethereum and Solana as software utilizes their smart contracts for transactions, while Bitcoin could miss most AI-generated economic activity. He distinguished between the two platforms, characterizing Solana's core activity as speculation at a smaller scale, whereas Ethereum maintains higher capital concentration.