Recent Tweets by RaoulGMI

@paulosxbt It currently outperforms BTC.

Mentioned on : 06/04/2025

Over time, due to aging demographics, governments need to borrow more money to support GDP growth to pay interest on the debt. At over 100% of GDP in debt there isn't enough economic cash flow to fund the debt growth so it gets "printed" via Fed Net Liquidity and also forced, via regulation, onto the balance sheet of the banks. That debases the currency and lowers the denominator, optically making scarce assets more valuable. Crypto (Mainly Bitcoin) is the life raft as it not only offsets the annual 8% debasement but also gains value due to adoption effects. These two charts remain the most important chart in all macro and the ones the least people understand. It's all demographics. It always has been

Mentioned on : 06/04/2025

The next five years will reshape the entire economy! Here's an exclusive look at what my friend @DMattin and I discuss on The Exponentialist... It was also great to have our members on Zoom interacting with us, along with a few sharp kids asking us some v smart questions! As ever, I hope you find it useful— If you like what you see, join us here as we dissect the Economic Singularity together: 0:00 Macro-Crypto Nexus 5:00 5-Year Singularity Clock 10:00 Gulf AI & Blockchain Blitz 15:00 Sovereign Nvidia Supercomputers 20:00 Kardashev 2.0: Energy→Intel 25:00 Space Compute & Solar Boom 30:00 Token-Economy Future 35:00 Musk’s Mars Infrastructure 40:00 Quantum Path to ASI 45:00 Alpha Evolve: AI Self-Improve 50:00 Companion AIs for All 55:00 Mid-Curve Corp Shake-Up 1:00:00 1-Person, 1M-Agent Firms 1:05:00 Join the Exponentialist on @RealVision

Mentioned on : 06/02/2025


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