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18:17
Apr 16
@raoulgmi
@mustxbt @RyanSAdams @crossbordercap Best read the actual research in MIT on Real Vision Alpha
16:28
Apr 16
@raoulgmi
@VivekVentures Great conversation! Thanks
16:24
Apr 16
@raoulgmi
@mustxbt @RyanSAdams @crossbordercap We don't use global m2 in our calculation of total global liquidity, we use the component parts of the …
13:51
Apr 16
@raoulgmi
Wall Street is moving onchain. The question isn't if. It's which infrastructure wins. I sat down with @VivekVentures and @dannyryan from E…
10:20
Apr 16
@raoulgmi
If Metcalfe’s Law is the best way to value blockchains, which I believe it is, then the two variables that matter are value transacted per u…
09:44
Apr 16
@raoulgmi
@EmanAbio Great post!
20:27
Apr 15
@raoulgmi
@sergitosergito Blocked
19:18
Apr 15
@raoulgmi
@howardlindzon Wow. Amazing.
19:03
Apr 15
@raoulgmi
@fejau_inc At this point it sounds more reasonable a view than everything is going to crash and we are headed into ww3
18:59
Apr 15
@raoulgmi
@fejau_inc Like tell me you haven't?! I know I have... I've now got a Claude GMI Brain vector database of everything I've ever written, post…
18:56
Apr 15
@raoulgmi
@fejau_inc Everyone has to go through their own full Zeihan/Burry arc before realising that nothing ever happens.
18:47
Apr 15
@raoulgmi
@Blondie23LMD @coinbilly @MotionMarkus The clue is in the title. He is now invisible with his "friends"
18:15
Apr 15
@raoulgmi
@fejau_inc @aaalexhl Claude seems to nerf a week ahead of a new model. Presume it's about restricted compute. Guess 4.7 will be out any day …
18:10
Apr 15
@raoulgmi
The Everything Code suggests that over time the NDX has a 97% correlation with GMI Total Global Liquidity. Total Liquidity is at all time …
QQQ BTC
HIGH
20:46
Apr 14
@raoulgmi
The Everything Code in a nutshell...
00:58
Apr 14
@raoulgmi
@onechancefreedm @grok All good! I still think we are mid cycle
23:25
Apr 13
@raoulgmi
👇
00:15
Apr 13
@raoulgmi
@8888Benji @ChrizRoc @thedoomedxyz @XCOPYART Posh dog shit by a mile. Even the titling is pure XCOPY
00:14
Apr 13
@raoulgmi
@8888Benji @XCOPYART Urgh... so jealous. Been eyeing this myself for a while
23:25
Apr 11
@raoulgmi
@nicedayJules *neither @Blondie23LMD Grammar police
23:02
Apr 11
@raoulgmi
@nicedayJules Can't wait !
05:02
Apr 11
@raoulgmi
@VanArman @sovrnart The Quad tells the story better ...
04:54
Apr 11
@raoulgmi
Here is an update of my view, if you care...
19:47
Apr 09
@raoulgmi
@iancr Added to the play list! Thank you
12:08
Apr 09
@raoulgmi
The institutional wave in crypto isn't coming. It's already being built. I sat down with @ThomasFarley to talk about what Bullish is up to…
01:42
Apr 09
@raoulgmi
@JC_ParetsX Joji - exceptional and great and fun experience too. Really special.
20:22
Apr 08
@raoulgmi
@ArtofConviction Bigger than the internet
20:21
Apr 08
@raoulgmi
@NinjaApe_eth I honestly don't know and don't understand his data that shows this
19:56
Apr 08
@raoulgmi
Total Global Liquidity is rising Global M2 is rising US Total Liquidity is rising US M2 is rising China Total Liquidity is rising ISM is ris…
SPY
MED
12:14
Apr 08
@raoulgmi
@xMoneyGreg @MultiversX @xExchangeApp @xPortalApp @SuiNetwork Well done Greg... onwards and upwards.
12:00
Apr 08
@raoulgmi
@xMoney_com This is a really interesting idea for loyalty rewards and makes so much sense.
02:52
Apr 08
@raoulgmi
@finnjclancy You didn't live with decades of violence and bombings
02:33
Apr 08
@raoulgmi
@TeeJ_0_o Thanks
02:30
Apr 08
@raoulgmi
@justinaversano @Coldie There was only one choice
02:24
Apr 08
@raoulgmi
The underpriced right tail is the Middle East finds a long term solution with a no-nuke Iran, no Hezbollah aggression and removal of sanctio…
OIH
MED
02:13
Apr 08
@raoulgmi
@QeYcc @hedge__x @crossbordercap I'm actually genuinely intrigued by @crossbordercap liquidity peak thesis as we do not see it in any measur…
02:12
Apr 08
@raoulgmi
@AndreasSteno I did tell you... ;-)
02:09
Apr 08
@raoulgmi
@fejau_inc Nothing ever happens rules supreme.
02:02
Apr 08
@raoulgmi
@opensea Hahaha... you haven't changed
01:54
Apr 08
@raoulgmi
@opensea @Coldie ❤️
23:40
Apr 07
@raoulgmi
And that makes intuitive sense as a smart contract platform has a very different TAM than a store of value which can only accrue the value o…
ETH BTC
MED
23:40
Apr 07
@raoulgmi
The long term chart is still very constructive. ETH has broadly held its value vs BTC since 2017 and if this chart plays out it should outpe…
23:40
Apr 07
@raoulgmi
ETH/BTC cross is getting very interesting here and is consistent with the rising business cycle (ISM) and rising liquidity... 1/ https://t.c…
23:32
Apr 07
@raoulgmi
@Coldie Was a silky smooth process
22:30
Apr 07
@raoulgmi
@EmanAbio Huge.
BTC ETH
22:30
Apr 07
@raoulgmi
@Coldie Weirder the better.
22:23
Apr 07
@raoulgmi
@Coldie Also matches nicely with the Trump Decentral Eyes 1/1 I own of yours and Talking Heads
21:47
Apr 07
@raoulgmi
@Coldie Im here for the journey...
21:02
Apr 07
@raoulgmi
@toadswiback So good...!
20:57
Apr 07
@raoulgmi
The full set of 5 "Know Your Overlords - Tech Epochalypse" by @Coldie now safely tucked away in The Culture Vault. Now it's time to touch …