Raoul Pal
Founder/CEO - https://t.co/WL4VnN8Oal, @RealVision. Trying to figure things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru. #DFTU
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I used to be part of the "world is going to shit and is just just a matter of time until..." until I realized it was just an alluring meme. The world is always going to shit and...
A thread about Network Effects and how to value digital assets: For Global Macro Investor, my independent research service, @Remi_Tetot and I spent a long time analysing various o...
The massive rise in food and energy prices have caused an enormous tightening of financial conditions, along with the liquidity issues of de-platforming Russia. The 2/10’s swaps cu...
There is a lot going on in the digital asset space but also nothing going on and that is the problem... Let me give you some thoughts... 1/
Wow, everyone has gotten super bearish on everything in digital assets I do think crimped excess disposable income due to inflation is partially to blame. The marginal retail buye...
Re-watching Inside Job on Netflix. It reminds me of March 2020 and the potential insolvency phase of The Unfolding hypothesis I had, especially around BBB bonds. 1/
Not on holiday yet so I'll allow myself one more thread... The markets are crazy! NFT are just jpegs! Dog coins! Cat coins! Tesla ! GameStop! Everyone is going to get burned! Do...
The Zuck video today for Meta might well have been cheesy but it was incredible important...maybe one of the most important things I have seen in years (although something I have e...
Humour me, let's just imagine that QE does actually debase a currency then it surely would have effects something very much like this... (SPX vs Fed Balance Sheet). https://t.co/xG...
The dollar is always the KEY macro variable. When it moves, everything moves. If the dollar rises sharply back to the middle of the range, it kills the inflation narrative for no...
Bitcoin is nearly as oversold as it was in March 2020... https://t.co/ZYHESpW5HG