1/ Market Capitalization
Thesis: Digital Asset class market cap will potentially reach $100+ trillion by 2030 yielding an ROI of ~ 50x from current levels of $2+ trillion.
2/ Exponential/Digital Age
During this decade, virtually all assets will be digitized and value will accrue in cyberspace/metaverse.
Like only he can, Raoul Pal does a phenomenal job explaining this via his @RealVision 'Exponential Age' series.