Bitcoin has rallied 40% since April 10 which was when my global liquidity aggregate (GLI) after 3 years broke out to new all time highs on the back of a plummeting US dollar. Since then the aggregate is up 2%. Bitcoin's Q2 rally is entirely consistent with liquidity regimes of

Sublime thread from Paul Guerra of a presentation at Real Vision . Thanks for putting it together!

While BTC is still treated as a risk-on asset by fast money traders, its medium-to long-term trajectory is increasingly shaped by large allocators who see its emergence as a non-sovereign, neutral bearer asset—like digital gold. That’s why it may trade like risk in the short term

Blockchain fees have fallen 50% from their Q4 2024 peak, yet historical liquidity cycles suggest on-chain activity is set to explode. While lower costs per transaction pressure aggregate fees, this will be offset by a surge in volume. Imagine big-box retail, Amazon, and even

Future headline in Australia "Domestic Banks to Allow BTC as Collateral for Mortgages; Property Ponzi Can Continue"

If you remember 2002–2008, the last major dollar depreciation lit a fire under EM equities and commodities. EM outperformed DM by 3x as capital chased high-growth, young economies — giving rise to BRICS. Crypto is today’s EM. Capital is moving where the energy is. Fiat is

I remain incredibly bullish on Bitcoin. But as someone covering the full crypto asset class, it’s clear the broader crypto economy is one of the fastest-growing techno-economic systems in history — even with its primitive tooling, scaling bottlenecks, and friction. Smart

Stack sats. Optimize health. The revolution is now—monetary and healthspan. Put in the work for the next few years, and by 2030, you and your lineage will reap the rewards.

Raoul saw early that crypto + macro would rewrite the market’s operating system. I learned here. Now I’m fortunate to help build that OS from inside RV Pro as one of four analysts. So much still to build.

Small allocation. Less rebalancing. So simple yet bewildering to many.

I don’t recognize this country anymore. Calling Australia the land of Karens is far too generous. What's happened here over the past decades is much much darker.

"She"ll be right, mate" No. No, it won't Australia. skynews.com.au/insights-and-a…

Lately, I’ve been made aware of several fake accounts pretending to be me—messaging followers, soliciting money, etc To protect yourself: ✅ Only engage with my verified account — look for the blue check mark and the RV stamp beside my name. 🚫 If you receive a suspicious

Stablecoins will remove trillions in economic friction, resulting in higher net profit margins for merchants, new economic value transfer, and increased monetary velocity. Meanwhile, DeFi will dramatically reduce the cost of credit. Internal data from the IMF supports this trend.

Banks are the global economy’s bottleneck, suffocating opportunity and blocking our escape from the productivity and debt nightmare. They’ve throttled economic potential for ages, with central banking—a scheme cooked up by commercial banks to monopolise money creation, secure