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You can't help but stare at this chart... Total market cap ex BTC and ETH.

Mentioned on : 09/09/2025

Staggering to see the adoption speed of AI is 3x that of Crypto which in turn was 2x that of the internet. This is the Exponential Age in full effect.

Mentioned on : 10/10/2025

Let's talk about the Crypto Waiting Room... many key part of the crypto ecosystem are in the waiting room ready to launch. Let's look at a few (you will have yours too...) Total3 - Ex- BTC and ETH...ready to launch from the waiting room. 1/ ...

Mentioned on : 08/28/2025

I think it needs explaining that although I see an elongated cycle it doesn't mean my analysis is right. The breadth and depth of macro/crypto analytics framework I've added since 2021 is massive and I'm happy with the probabilities currently but things can change... At GMI we have done tremendous amounts of work on this all at the nexus of crypto and macro in The Everything Code. It comprised of over 4,000 charts (serious). However, I am not a guru. We all need to take lifestyle chips off the table to secure our own future.. I can't dictate that. In RV too we will do our best to help as many people as possible, But we are not, and will not be, perfect. This is your choice alone. Not mine. Only you can actually protect your own future and thus limit regret if the market reverses or even it explodes higher. I'm guessing I'll take 25% to 30% off into year end but I don't know yet. It's based on my own circumstances, not yours and its based on my p&l and not yours. Also don't forget that your risk profile is different to mine... I can afford to take outrageously concentrated risks like having 80%+ of my liquid stack in Sui. But based on my work I think Sui it outperforms most others majors. I am not a maximalist and my portfolio can and will change but I will let you know if my analysis changes. My job for myself is to maximise profits with best risk adjust returns. For most, just buy BTC, ETH and SOL My job for myself is to max profits with best risk adjust returns I think are available. The Banana Zone won't fix your shitty asset allocation. If you have had a decent portfolio you will already be up 5x to 10x from the low. If you are newer, don't chase gains, time in the market is vital, you should make money this cycle but here is more to play for over time, You have 5 years or so to Unfuck your Future. Please don't fuck it up. This will be my pinned tweet so you can refer to it. Just let it all play out and take profits on the way. Good luck. My work suggests the next 6 to 9 months can change all our lives but don't bet on it exclusively. If you want to reduce risk and also play for higher prices consider selling some and buying longer dated calls in due course, where you can only lose your premium (as I did in 2021 with ETH and only risked 5% for a potential leg higher which failed). I appreciate your attention in this matter.

Mentioned on : 10/06/2025

The BIG game is yet to be played... TOTAL3 - total market cap ex-BTC & ETH...

Mentioned on : 08/22/2025

Sui in the waiting room, will follow SOL

Mentioned on : 08/28/2025

Network effects and Metcalfe's Law have always been something that I'm very curious about... And once you crack that, you understand what drives value and price in this Exponential Age... I think the way that Solana has been building network value with their new Seeker phone is v clever! So, I sat down with Emmett Hollyer, General Manager of @solanamobile, to dive deep into their roadmap and why they're betting big on mobile... As ever, please enjoy!

Mentioned on : 09/04/2025

This means that P/E ratio's double over 8 years or so. Its the denominator effect. Also BTC is less than 1SD from trend. It usually hits 2 SD.

Mentioned on : 10/11/2025

And BTC usually decouples to the upside too at this point in the cycle...

Mentioned on : 10/11/2025

Total Crypto Market Cap minus BTC, ETH and Stable coins barely registered the wild moves yesterday. The large wedge pattern remains fully intact and the larger move of an accelerated break of $1trn still lies ahead as liquidity continues to flow into markets to roll the debts...

Mentioned on : 10/11/2025

NDX, which you call a bubble has a a correlation of 96% (and BTC 90%)

Mentioned on : 10/11/2025

Still, taking lifestyle chips off into a strong rally to new highs in ETH, SOL, SUI will hedge the risk of being wrong. I never go through the cycle with no exposure but instead prefer to compound and add when prices fall. To me, it's all to play for. There are no bubbles.

Mentioned on : 10/11/2025

Can't miss Drinks with Raoul tomorrow at 6p ET I'll be giving away 1000 $USDC to one lucky winner! To enter: 1. Join the @RealVision waitlist (link below) 2. Drop a screenshot with the email confirmation & mention 2 friends in the comment (NO bots!) 3. Like & RT this post

Mentioned on : 10/21/2025

@POWR_X No, localized decentralized grids with storage better

Mentioned on : 10/25/2025

@iamDCinvestor I just kept buying art on ETH all through the dark times... a lot of art.

Mentioned on : 08/12/2025

But..but..but...I thought $ETH was ded? Holy shit, thats a chart...strap in.

Mentioned on : 12/01/2024

At Global Macro investor (GMI) and in Real Vision Pro we called the start of the Banana Zone in August 2024.... but still we get "wen banana" which suggest you didn't follow the "Don't Fuck This Up" thesis and don't hold the top tokens... Since that date... almost exactly one year ago... you are between 50% and 650% wealthier.... Sui +650% XRP +630% DOGE +210% BTC +140% ETH +105% Solana +51% Or best pick was Sui and remains so.... You are welcome. It is all down to The Everything Code. I thank you for your attention in this matter and wish you godspeed in unfucking your future.

Mentioned on : 08/09/2025

And versus ETH, Punks have massively outperformed too, even in a period of significant ETH strength. You don't own enough ultra-scarce apex tokens....

Mentioned on : 08/07/2025

@nimus_eth I doubt it. Everyone wants to avoid bottlenecks

Mentioned on : 08/06/2025

@Bobiliciousing @CryptoKidcom Last time I checked ETH was up 50% last month and Sui +30%

Mentioned on : 08/01/2025

@KubtiTheCreator Only ETH for me

Mentioned on : 07/30/2025

Stocks News

Recent Tweets by RaoulGMI

You can't help but stare at this chart... Total market cap ex BTC and ETH.

Staggering to see the adoption speed of AI is 3x that of Crypto which in turn was 2x that of the internet. This is the Exponential Age in full effect.

Let's talk about the Crypto Waiting Room... many key part of the crypto ecosystem are in the waiting room ready to launch. Let's look at a few (you will have yours too...) Total3 - Ex- BTC and ETH...ready to launch from the waiting room. 1/ ...

The BIG game is yet to be played... TOTAL3 - total market cap ex-BTC & ETH...

Sui in the waiting room, will follow SOL

This means that P/E ratio's double over 8 years or so. Its the denominator effect. Also BTC is less than 1SD from trend. It usually hits 2 SD.

And BTC usually decouples to the upside too at this point in the cycle...

Total Crypto Market Cap minus BTC, ETH and Stable coins barely registered the wild moves yesterday. The large wedge pattern remains fully intact and the larger move of an accelerated break of $1trn still lies ahead as liquidity continues to flow into markets to roll the debts...

NDX, which you call a bubble has a a correlation of 96% (and BTC 90%)

Still, taking lifestyle chips off into a strong rally to new highs in ETH, SOL, SUI will hedge the risk of being wrong. I never go through the cycle with no exposure but instead prefer to compound and add when prices fall. To me, it's all to play for. There are no bubbles.

Can't miss Drinks with Raoul tomorrow at 6p ET I'll be giving away 1000 $USDC to one lucky winner! To enter: 1. Join the @RealVision waitlist (link below) 2. Drop a screenshot with the email confirmation & mention 2 friends in the comment (NO bots!) 3. Like & RT this post

@POWR_X No, localized decentralized grids with storage better

@iamDCinvestor I just kept buying art on ETH all through the dark times... a lot of art.

But..but..but...I thought $ETH was ded? Holy shit, thats a chart...strap in.

And versus ETH, Punks have massively outperformed too, even in a period of significant ETH strength. You don't own enough ultra-scarce apex tokens....

@nimus_eth I doubt it. Everyone wants to avoid bottlenecks

@Bobiliciousing @CryptoKidcom Last time I checked ETH was up 50% last month and Sui +30%

@KubtiTheCreator Only ETH for me

Stocks News

Recent Tweets by RaoulGMI

You can't help but stare at this chart... Total market cap ex BTC and ETH.

Staggering to see the adoption speed of AI is 3x that of Crypto which in turn was 2x that of the internet. This is the Exponential Age in full effect.

Let's talk about the Crypto Waiting Room... many key part of the crypto ecosystem are in the waiting room ready to launch. Let's look at a few (you will have yours too...) Total3 - Ex- BTC and ETH...ready to launch from the waiting room. 1/ ...

The BIG game is yet to be played... TOTAL3 - total market cap ex-BTC & ETH...

Sui in the waiting room, will follow SOL

This means that P/E ratio's double over 8 years or so. Its the denominator effect. Also BTC is less than 1SD from trend. It usually hits 2 SD.

And BTC usually decouples to the upside too at this point in the cycle...

Total Crypto Market Cap minus BTC, ETH and Stable coins barely registered the wild moves yesterday. The large wedge pattern remains fully intact and the larger move of an accelerated break of $1trn still lies ahead as liquidity continues to flow into markets to roll the debts...

NDX, which you call a bubble has a a correlation of 96% (and BTC 90%)

Still, taking lifestyle chips off into a strong rally to new highs in ETH, SOL, SUI will hedge the risk of being wrong. I never go through the cycle with no exposure but instead prefer to compound and add when prices fall. To me, it's all to play for. There are no bubbles.

Can't miss Drinks with Raoul tomorrow at 6p ET I'll be giving away 1000 $USDC to one lucky winner! To enter: 1. Join the @RealVision waitlist (link below) 2. Drop a screenshot with the email confirmation & mention 2 friends in the comment (NO bots!) 3. Like & RT this post

@POWR_X No, localized decentralized grids with storage better

@iamDCinvestor I just kept buying art on ETH all through the dark times... a lot of art.

But..but..but...I thought $ETH was ded? Holy shit, thats a chart...strap in.

And versus ETH, Punks have massively outperformed too, even in a period of significant ETH strength. You don't own enough ultra-scarce apex tokens....

@nimus_eth I doubt it. Everyone wants to avoid bottlenecks

@Bobiliciousing @CryptoKidcom Last time I checked ETH was up 50% last month and Sui +30%

@KubtiTheCreator Only ETH for me

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