Raoul Pal Profile picture
Feb 26 4 tweets 7 min read
The Real Vision Collective Allow List partners (you better move quickly even if you are back from Paris with a hangover!!)

1. The Season 1 NFT partners

NFT1

#mfers
@HENI /Damian Hirst - The Currency
@XCOPYART

NFT 2
@rektguyNFT
@MeebitsNFTs
@6529Collections ...
Allow List closes on Monday!

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More from @RaoulGMI

Feb 26
A Sunday morning read on NFTs and why Real Vision is launching a big (and hopefully important) NFT community...The Real Vision Collective

But first, let's take a poll because NFTs are like marmite (most you either love them or hate them)!
If you fall in the nay-sayers category, you might want to read this thread:

But if you are more curious but don't yet own them, then this thread might help your understanding:

Read 23 tweets
Feb 13
I love photo art...

I just discovered this incredible collection of NFT's...

It's a utopian/dystopian take on the American Dream/Americana using photo art and generative AI, pushing new boundaries in a warped dream sense of nostalgia.

Huge Fan. 1/

opensea.io/collection/lif…
It's by Roope Rainisto on BrainDrops...
Updated link... I do think this is groundbreaking

opensea.io/collection/lif…
Read 4 tweets
Jan 30
Since 1980 US median Household Income has lost 89% of its purchasing power in terms of investment in equities. How can a young person make any future wealth when the cards are stacked against them? 1/
They can buy 26% less of a property too....
QE and other monetary policy only makes this worse over time...

The only answer is to find investments that break this trap, offering the upside equities did in 1980, for example or bonds at 18% yields.
Read 8 tweets
Jan 28
One thing I mull over in crypto is hoe deflationary ETH is after only a small increase in on chain activity... 1/
What the hell happens in a bull market when after the Shanghai fork most ETH is not available on the market. Currently only 13% is staked, after the fork it might get closer to the average of 60% (lets say 35% to be reasonable)...
Then add stuff that is off exchanges too. You have a recipe for piece dislocations to the upside and huge volatility. The chart of ETH/BTC is super fascinating on a medium term time horizon...
Read 7 tweets
Jan 26
Well, well, well... it's looking a lot like a possible breakout of the much hated NDX, which is something I've been expecting. It probably needs to clear 12500 to confirm so still on "high alert". 1/
The NDX put in a beautiful monthly DeMark 9 count in October (remember the thread about October being the bear market killer month?)...
And it nicely poked out of the log regression channel and looks to now to recover it, potentially, and resume the uptrend....it also bounced off the pre-covid highs.
Read 7 tweets
Jan 16
In a world of MASSIVE change - a 4th Turning maybe - where our personal economies, finance, politics and our old ways of life are all called into question as the world seeks fresh answers and a new way forward, the rise of "Speculative Communities" has occurred. 1/
These ideas are influenced by the book I am reading "Speculative Communities: Living with Uncertainty in a Financialzed World" by @ariskomporozos suggested to me by @iancr. Im still working through this fascinating book but here are some initial thoughts...
In a world of change where the future is really hard to know but is moving INCREDIBLY fast, the world fragments into communities of like-minded beliefs. That is fairly common and understood.
Read 26 tweets

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