Pinned straw:
$100K....we are back baby :) I’ll start by saying: DYOR.
I’ve been following Raoul Pal for a while now, and his content is excellent. What I particularly like is how he takes the broader economic environment and links it to what it means for Bitcoin. He’s not just some random guy throwing numbers around, there’s real data and reasoning behind his views. When you go back and look at what he’s said over time, his predictions do seem to play out directionally.
He explains his framework here. It’s 2.5 hours long, but really interesting and worth a watch even if you are not into Bitcoin, his views on the broader economy and how the debt cycle, liquidity, etc works (or doesn't work?) are worth listening to: https://www.youtube.com/watch?v=I6IraYngzgo
His latest update on where Bitcoin is at is here: https://www.youtube.com/watch?v=q9wLPSqjTuM
You'll notice he’s also involved in the Sui and Solana space, although Bitcoin remains the basis for his views. So there’s a lot of good, or as the cool kids say, alpha.
Things could get interesting over the coming period of time.
DISC: Bitcoin is my largest holding, so my views are full of self-interest and extremely biased.