Julien Bittel, CFA @BittelJulien
Head of Macro Research at Global Macro Investor (GMI) https://t.co/qjd62vKrSp | Head of Asset Allocation at EXPAAM https://t.co/ScqJXdJf71 London, England Joined June 2016-
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Following504
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As ever, I'd like to thank @CozomoMedici @BittelJulien and @randomcdog for all their help! I'll talk more about what Im up to in due course but for now, I need to chill out. Its been a busy 30 days...
As ever, I'd like to thank @CozomoMedici @BittelJulien and @randomcdog for all their help! I'll talk more about what Im up to in due course but for now, I need to chill out. Its been a busy 30 days...
Getting a handle on crypto as an investor has never been more crucial... From the maturation of the market, institutional adoption, and evolving regulation to the Bitcoin ‘halving’ event — this year is set to be a thrilling one for digital assets. But it’s still the Wild West,…
Very solid March Philly Fed report… Activity numbers sharply up, prices down! Capex Intentions are also now strongly rebounding which was our base case for 2024. So far, so good…
NFIB Compensation Plans are collapsing. The spike higher was just another head fake which aligns with what our lead indicators have been saying. If you look closely at the series, we have seen three such false signals this cycle. Wage pressures are not accelerating, for now...
I am really proud to see EXPAAM, the crypto asset mgt business I co-founded, make it onto the HSBC fund of hedge funds list (at the top!), putting digital assets on futher on the map. Digital Assets are finally making waves in TradFi land..
Government debt growth is offsetting the entire demographic decline which the Fed then monetizes. This was the basis for our breakthrough article titled ‘The Everything Code’. Once you understand this, you understand everything about macro and crypto. It’s all about liquidity.
$BTC vs $GLD As my friend @BittelJulien likes to say "don't be suboptimal"
#Bitcoin is pricing in an ISM of 57. Is BTC getting ahead of itself? Not yet. ISM New Orders minus Inventories at +3 months vs. current ISM has the ISM higher… OECD LEIs at +6 months, same… Ditto for our GMI CLI at +9 months… Get the macro right, you get the crypto right!
The Global Macro Investor 2024 Think Piece is out and available to all RVIP and RV Pro members to read. This is @RaoulGMI’s and my premium institutional macro research service. Don’t miss it and don’t be suboptimal! #Bitcoin #TheEverythingCode
Reef Wave 🌊🦈🪸🌊🦈🪸
I really think you’ll all find this incredibly useful 🙏
Well done @BittelJulien and @RaoulGMI for getting it so right
Well done @BittelJulien and @RaoulGMI for getting it so right
Markets are forward looking and this year’s risk-on environment has been all about easing financial conditions… If your investment process involves current ISM numbers, you’re always going to be late to the party. SOL: +625%, NDX: +52% YTD ✅ #MacroSpring #TheEverythingCode
From October, The Global Macro Investor front cover highlighting our "Banana Zone" thesis for end-of-year luckily seems to be playing out. Our forecast was markets were going to go bananas...based on our "The Everything Code" work and seasonality.
Thanks for playing at our casino. We sincerely hope you enjoyed it. #TheEverythingCode
It’s still very early... #Altseason
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🫶 (laserEyes palette) sold to @RaoulGMI for 15Ξ opensea.io/assets/ethereu…
No, you should never blindly invest in seasonality, but still worth watching. Note that election years tend to chop around until Memorial Day, then a summer rally is quite normal.
@osf_rekt Liquidity generally looks good deep into 25’ according to @BittelJulien and @RaoulGMI so unless that changes I’m only adding to positions on days like this past Saturday. I’m here almost 8 yrs now, not about to eff this up bailing before late Macro Summer/Fall banana zone.
JUST IN: #Bitcoin Core 27.0 has been released 🙌
I think market is too hawkish on Fed policy. I'm buying SFRZ5.
While I'm contemplating life in Marrakech over a delicious glass of Chablis, I think there is a very fine window to buy OG digital art before it goes on a rocket ship to La La Land when ETH and SOL go to ATH's...
Good to be back in the magical Red City of the Desert. Just arrived in one of my fave places on earth
"Much different than US dynamics" What?
While we all await the biggest US CPI print of our lives, lets turn to our neighbor up north to see the type of conditions actually aligned with a transition to cuts. Growth is soft, UE is moving up rapidly, and core inflation is at target. Much different than US dynamics.
While everyone is worried about 3.5% inflation, the real issue is the ongoing 8% per annum debasement of currency, on top of inflation. Your hurdle rate to break even is around 12%, which is the 10-year average returns of the S&P 500...just to keep your purchasing power.
Oh you're an @XCOPYART maxi? Tell me how many of his collabs with @neurocolor and @Moxarra do you own then.
Just interviewed @RaoulGMI and this was a major theme. Take a long term perspective, understand past actions from the wealthy and art market, and plan accordingly. We are early. And we are fortunate to have the opportunity to collect history.
I don’t think some of you are getting this yet Here me now when I say: You are insufficiently bullish digital art. And you are underestimating the importance future historians will attribute to this moment in the art canon. The moment that changes everything A digital…
What can we do... 🤷 We just love XCOPY art 🖤😅 Part of the _overeXposed_ collection 💀👇
As ever, I'd like to thank @CozomoMedici @BittelJulien and @randomcdog for all their help! I'll talk more about what Im up to in due course but for now, I need to chill out. Its been a busy 30 days...
As ever, I'd like to thank @CozomoMedici @BittelJulien and @randomcdog for all their help! I'll talk more about what Im up to in due course but for now, I need to chill out. Its been a busy 30 days...
Getting a handle on crypto as an investor has never been more crucial... From the maturation of the market, institutional adoption, and evolving regulation to the Bitcoin ‘halving’ event — this year is set to be a thrilling one for digital assets. But it’s still the Wild West,…
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Getting a handle on crypto as an investor has never been more crucial... From the maturation of the market, institutional adoption, and evolving regulation to the Bitcoin ‘halving’ event — this year is set to be a thrilling one for digital assets. But it’s still the Wild West,…
Moving inevitably towards 'Basel 4'...banks must buy more Treasuries, banks must buy more Treasuries, banks must buy....
@RaoulGMI Was one of the first to subscribe to the MIT tool…. Can honestly say I’ve never looked back. Phenomenal. Thanks @RaoulGMI @BittelJulien @RealVision 🙏😎
Metcalfe's law states that the value of a network is proportional to the square of the number of connected users of the system. ETH L1/L2s active addresses:
@BittelJulien You're very welcome. I do a lot of teaching in schools about the rewards and risks of crypto and your charts are so valuable. Thank you for making them available. The young people I work with really love them.