I do agree with you that Raoul has a plethora of information that justifies Bitcoin as an investment. I hesitate to recommend him to anyone because of his s**tcoinery and pumping of ethereum and all these other so-called assets. I just want to put that out there because I'd hate for someone trying to understand Bitcoin come across these guys and ignore the Bitcoin stuff jump into the alt coins trying to make money rather than understand the investment premise and then it destroy their faith in the idea of crypto. It is my thesis that Bitcoin is the basic investment tool, as a money, as a store of value, as a commodity, and stable coins are of some use in countries around the world where they don't have access to solid money. Stable coins are still attached to the US dollar which is the cleanest shirt in the dirty laundry.

Genuinely appreciate you putting this out into the investment theatre but I felt the urge to comment to give context because if you jump in listening to these guys Bitcoin is probably a second tier idea at times, which is not my thesis at all.

I’d have to respectfully disagree with the above @Saasquatch

If you listen to their views, in this and other posts, they do indeed talk about SUI, but also about how Ethereum is underpinning the stable coin journey. These views are backed by hard data, they’re not just people throwing out opinions. At the end of the day, both of them highlight that simply buying and holding Bitcoin will do perfectly fine, much like how some people talk up individual stocks but still acknowledge that buying an ETF is also a solid approach. I lean toward the view that they’re very balanced.

Anyway, putting aside the Bitcoin/SUI/Ethereum specifics, the major benefit of following these guys is that they’re talking about the profound impacts of:

• Bitcoin and stablecoin adoption
• Massive developments in AI and robotics
• The debasement of the dollar
• Unsustainable debt levels in the US
• The rise of global socialism

…and what all of this means, and is already starting to mean, for mainstream markets and society as a whole. None of it is a great story! That’s the primary discussion point I’m trying to highlight.

As a side note:

• Stablecoins will have a major impact on traditional payment rails, not just in the developing world.
• While I agree that Raoul in particular talks about Ethereum and even SUI, stable coins are on the verge of having legislation passed in the US that will give them clear credibility. That, in turn, adds to the credibility of the chains they run on, the primary one being Ethereum.
• There’s certainly only one digital commodity (Bitcoin), but digital currencies (stable coins) are also very much here to stay and will disrupt.

Where we are 100% aligned, though, is that folks need to DYOR before investing. My intention here is simply to raise awareness that all of these topics are interconnected and driving a brave new world. Like Dorothy, we’re not in Kansas anymore.

For an in depth read on Tether, the largest supplier of stable coins, is highly recommend this article. It’s clearly looking at criminal aspect , but has some fascinating insights into the politics- which are rapidly evolving.

How Tether became money-launderers’ dream currency

https://economist.com/1843/2025/07/04/how-tether-became-money-launderers-dream-currency

from The Economist

@Saasquatch

reasonable point, but two different theses can still be successful- it’s not zero sum.

I hold a near equal amount of BTC and ETH, plus a much smaller percentage of alts. I hate drawing analogies to mainstream assets, but it is possible to hold gold and also believe that yield bearing utility stocks are also a good investment.

Totally agree that being a baboon and maxing into unproven alts is a good way to lose money

been there etc

ITs FOr cRiMInaLs! is the lamest and laziest critique around and it’s remarkable that The Economist keeps pushing this narrative when it comes to this technology.

Forget the financial empowerment it provides to the unbanked. Forget the safe harbour it offers to those living under rapidly debasing currencies. Forget the agency it gives to repressed minorities and women in autocratic regimes — literally billions of people.

Oh, and let’s not mention that by far the currency of choice for crime is USD cash.

Sure, some criminals use it. But they also use electricity, the internet, mobile phones… should we demonise those too?

You really have to wonder about the merits of a money if the only way to make people use it is to ban all the alternatives.

@BigStrawbs70 im a huge believer in AI and robotics, and can see a use case for stable coins. BTC not sure on this one, i realise there are true believers and ill leave it at that but i wouldn't put all of them in some kind of successful interconnection, i don't see that at all. imo

on AI and robotics, there is little doubt imo we will see trillion-dollar companies emerge here. currently, there are only candidates, imo, so spread your bets, the winner will emerge in time.

Always welcome differing views @Solvetheriddle Very keen to be shown where I am wrong before I loose money :)

I do see a very strong causation relationship between the items I listed earlier, as they all contribute to the same feedback loop in the economy and society.

Anyhow, I won’t bore everyone by repeating myself lol and these topics are very hard to do justice to in a single rolling paragraph of text.

One last comment: while there will certainly be companies worth a trillion or so, I’m not so sure all of them will be publicly listed. AI and robotics will enable these organisations to scale without the need for investment like traditional companies have in the pass, so the investing landscape is also likely to shift. Does that mean there won’t be opportunities in the public markets? Of course not, there will be many good businesses on the public market, along with others raising funds directly via their own tokens (not stable coins, but think Apple Coin or Amazon Coin or BigStrawbs Coin), and even direct investment funds (maybe ones that use their own coins) investing as well.

I guess we’ll see where all this lands, but one thing is for sure, we are still extremely early, and sh*t is about to get real and it is time to get off the potty!