Finally got to finish listening to the @RealVision livestream 2 days ago where @RaoulGMI talked about how the Dollar is King 👑
Here are my notes on it 👇
THREAD
- Dollar is key to everything
- On inflation targets and bond markets telling the truth
- Narrative regarding inflation
- Charts on DXY, Euro, & 10 Year Bond Yields
- Scenario @RaoulGMI noticed since 1962
- Forward looking Indicator (China Credit Impulse) and how both US and World business cycles tend to follow suit after it
- How the macro narrative has changed
- Possible scenario
- How macro narratives take time to play out
- @RaoulGMI view that Central Banks do not want the $ to go much higher
- Quote / View on recession
- Thoughts on Tech stocks
- Thoughts on $BTC
*sry if the highlights are a bit too bright 😅 color blind
- What is the Exponential Age Thesis? 🤔
- Exponential moves + network effects
- Finding something you can value based on the thesis
> its really impressive how this lines up with the "Super Cycle" thesis of @zhusu and @kyled116 from 3AC just incredible 🤯
- Asset allocation (@RaoulGMI liquid net worth is 100% Crypto)
- Current vs 2013 Crypto Cycle Charts
- BTC on the Log chart (wow)
- BTC 2016 Cycle
- Low Probability that Crypto cycle stops (would need to disprove a lot of charts, work, and adoption models)
- Thoughts on cautionary comments about crypto
- Thoughts on CB, policy makers needing framework to regulate these assets
- Dollar move tied to liquidations?
- Thoughts on $USDT, $IRON, etc
- Indicators that confirm crypto growth is back
- On big ideas
- On network adoption
- Final parting knowledge
- Be wary of the dollar moves (big daddy)
- What moves could we possibly see
"Macro is back, enjoy the week, keep your eye on the dollar" - @RaoulGMI
END
Jesus this episode / livestream is reaaaaally crazy. I'm honestly still in a shock because there's a lot of gold nuggets in here that I don't think a lot of people realize.
I've replayed this for about 4 hours already because there's THAT MUCH to digest.
Also since I am not a trader / financial analyst / economist, I'm just a normal person who really just wants to learn and understand what is happening so I can sleep peacefully without @binance calling me 😂
On a serious note, I hope this helps us for upcoming volatility! ✌
Tagging peeps I draw inspiration from / macro-minded individuals (plz do tag if u know) ty! 🙏
@cmsintern @smolEris @Darrenlautf @Daryllautk @DegenSpartan @mrjasonchoi @SpartanBlack_1 @Arthur_0x @mattysino @0xGav @CroissantEth @zhusu @kyled116 @michael_saylor @rektcapital ++
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