So far on my Exponential Age take over of @RealVision for two weeks as been a stunning eye-opener..
We have had:
My overview on my new macro framework to set the stage:

realvision.com/shows/the-inte…
An incredible interview with @KiteVC to pick his incredible mind on the theme in order to get his "in the future" view of where this is all going:

realvision.com/shows/the-inte…
Next up was covering the exponential mega trends in healthcare to show it's also about tech's intersection with humanity, with thought leader @JohnNosta and @AshBennington

realvision.com/shows/the-inte…
On Thursday we dug deeper into the top down, big picture changes and some of the negatives that it can cause with the great @azeem and our own @edwardnh having his mind blown twice in a week!
realvision.com/shows/the-inte…
And today I dug into EV adoption, automonous vehicles, smart cities, 5G, Internet of Things, distributed computing and much more and how the auto industry has gone from linear to exponential...

realvision.com/shows/the-inte…
We have a whole other week on this topic next week, exploring the massive changes that we need to understand, and how to invest in this gigantic opportunity.

More mind blowing stuff. More incredible guests. More learning and more opportunity in a world of 15% hurdle rates.
Let your learning go exponential and watch the entire series (plus all our crypto content too!) for $1 and turn that dollar into millions of other dollars... (or BTC, ETH or even DOGE!).

realvision.com/l/the-exponent…

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More from @RaoulGMI

13 May
Im just mulling over the evolution of the digital asset space...

My thoughts are that obviously we are mid cycle in this bull run. The two big breakout developments this time were Defi and NFT's. 1/2
When we get the next down cycle, there will be a clean up in this space and the winners will be ready for their mass adoption phase.

We haven't even started with what NFT's will morph into. It is not about art. It is about attaching trust and verification to anything.
I literally have no idea what protocols outside of BTC and ETH will get actual meaningful adoption. None of us do but some will and some will become ghost chains.
Read 12 tweets
2 May
I fist bought Bitcoin in November 2013. Here is the original article where I applied rudimentary stock to flow analysis, later perfected by @100trillionUSD

My equivalence price target was 700 ounces of gold = one BTC. At currency prices that is around $1.3m.
It kind of created a stir back then and gave the first ever macro valuation model for BTC.

It was also based around adoption effects...

Obviously, I think it actually exceeds the gold relative valuation over time. This cycle might get it to the original fair value, maybe not.
Here is an except for proof and interest:
Read 15 tweets
26 Apr
EU ETS (EU Carbon emissions) continue to be one of the best non-crypto trades in the macro world, outperforming all commodities except lumber. I still think this can double from here this year...
We have covered it well on Real Vision. First with the Citi team who laid out the story...

realvision.com/shows/the-inte…
Then with @AndurandPierre who talked us through why he absolutely loves the trade and how he is running it...

realvision.com/shows/investor…
Read 6 tweets
25 Apr
Bitcoin is nearly as oversold as it was in March 2020...
The weekly RSI is close to the levels that we saw in corrections in the first part of the 2017 bull run, before bitcoin hit hyperspace. These are the pauses that refresh a bull market.
ETH might have a tad further to go, either in time or price...
Read 6 tweets
22 Apr
I have tried so hard to welcome @BitcoinTina, to try to bridge gaps and create understanding on different points of view but he relentlessly attacks if someone doesn't agree. Protects his "god" because it's scary to have someone suggest there isn't one god, his god...Bitcoin
But in the end, its pointless.

He is rude, intolerant and bitter.

He is unwelcoming of others view points. Only sees his beliefs and refuses to listens to anything else. This is EXACTLY what I stand against in this world.

Have your view but don't abuse others for theirs...
It is a dick move and you deserve to be blocked and relegated to irrelevance.

Bitcoin is a god, but is is not THE god. There are no true gods.

I have spend a long time painstakingly showing this. You might prefer BTC and Im cool. You might think others will fail, Im cool.
Read 6 tweets
21 Apr
To be brutally honest, I stare at the chart of ETH/BTC and I see an enormous rounded bottom with potentially huge breakout just above....
When you price anything up in DeFi, NFT, community tokens or even metaverse worlds, everything is basically priced in ETH, including designers time etc. ETH is rapidly becoming the currency of the digital world and BTC is the pristine collateral and base layer.
The ETH space is growing at 100% YoY (vs 50% YOY for BTC) and it is attracting a massive proportion of the developer talent and applications too.
Read 5 tweets

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