IDEA 2 TICKER: BEEPLEGIGACHAD (NFT) DIRECTION: long THESIS: Raoul Pal believes these NFTs will become iconic and valuable, similar to Warhol's Marilyn series, making them a stupendous investment. SPEAKER: @raoulgmi TIMEFRAME: long-term
IDEA 5 TICKER: XAU (Gold) DIRECTION: long THESIS: Rising 10y UST yields despite mixed Fed signals suggests debt devaluation is coming, which Gold is starting to discount and could benefit from. SPEAKER: @lukegromen TIMEFRAME: medium-term
IDEA 16 TICKER: NFT (Diewiththemostlikes "negotiations with the abyss, vol