Raoul Pal, Discover and Read the Best of Twitter Threads by @RaoulGMI

Raoul Pal

RaoulGMI

I fist bought Bitcoin in November 2013. Here is the original article where I applied rudimentary stock to flow analysis, later perfected by @100trillionUSD My equivalence price target was 700

Let's quickly update the Bitcoin Super Massive Black Hole. My theory is that no investment will beat crypto this year and it will suck in more and more capital...Lets look

EU ETS (EU Carbon emissions) continue to be one of the best non-crypto trades in the macro world, outperforming all commodities except lumber. I still think this can double from

Bitcoin is nearly as oversold as it was in March 2020... The weekly RSI is close to the levels that we saw in corrections in the first part of the

I have tried so hard to welcome @BitcoinTina, to try to bridge gaps and create understanding on different points of view but he relentlessly attacks if someone doesn't agree. Protects

To be brutally honest, I stare at the chart of ETH/BTC and I see an enormous rounded bottom with potentially huge breakout just above.... When you price anything up in

Suddenly, everything changed... here is some thinking from my last GMI (Global Macro Investor) report: I think we have now clearly started the transition from Hope phase to Insolvency phase

Bitcoin is eating the world...It has become a supermassive black hole that is sucking in everything around it and destroying it. This narrative is only going to grow over the

Important Thread:If you don't think Central Bank Digital Currencies are coming, you are missing the big and important picture. This is going to be the biggest overhaul of the global

Well, it's that time again to talk about the Spanish banks (I could talk about all banks in Europe but I'll choose Spain since I know it better and they

It's Friday night on FinTwit, so it's booze night...It's been a while since my rum thread. Time to talk wine! Stories of bond villains, globalization and the world's most underpriced

I know bitcoin and gold are selling off right now and may go further but with Powell today, it tells you they have no desire to raise rates and a