E190: @RaoulGMI: The Crypto and AI Supercycle and It Doesn’t Stop till 2030
0:00 - Intro
03:31 - The BANANA ZONE that never happened
04:07 - How To Allocate Better In Crypto
04:52 - How Compounding Actually Works
09:25 - Early vs Wrong: How To Tell
12:54 - The Belief Raoul Totally Reversed
15:46 - What Liquidity Charts Say About Crypto
19:01 - Sponsor: @variational_io , @Bitwise
20:08 - The Biggest Thing Markets Are Mispricing Today
22:12 - The Belief Raoul Wishes Was Wrong
29:46 - How Long Does This Bull Run Last?
34:23 - The Next Obvious Crypto Narrative
36:50 - Is Bitcoin Still Primarily Money?
38:08 - Infrastructure vs Narrative: What Separates Them
39:16 - What Crypto Networks are at a Tipping Point?
40:19 - Are We Underestimating AI's Speed?
44:14 - If AI Makes Everything Abundant, What's Scarce?
50:53 - Sponsor: @KASTxyz
51:41 - Will Crypto Ever Be Exciting Again?
59:49 - Is Success Being Smart Or Pain Tolerance?
1:03:27 - KR1: A Raoul Crypto Bet That didn't work
1:06:36 - Has Raoul Actually Made Money On $SUI so far?
1:09:22 - Thoughts on being Overweight SUI While HYPE And $ZEC Run
1:11:02 - When will The SUI Thesis Pay Off?
1:13:20 - What Brought Raoul Back To $ETH
1:16:40 - The $SOL Comeback Thesis
1:17:37 - Getting Mocked Online Over ZEC and Zcash
1:19:59 - The Zcash Thesis
1:20:24 - Is Zcash A Trade Or A ZODL?
1:21:44 - How Big Can ZEC Get?
1:22:53 - Sponsor: @JupiterExchange , @ethena
1:23:35 - Why Real Vision's Analyst @Jamie1Coutts is bullish on $NEAR
1:25:16 - What Is Money For?
1:26:45 - Optimizing For More Than Wealth
1:29:35 - The Most Asked Question To His Palvatar
1:33:31 - The Secret to Raoul's Great Looks
1:35:03 - Looksmaxxing: How Deep Is Raoul In?
1:36:08 - Paying his Ex Wife back with Smoking Chicken Fish
1:37:46 - Was Telling Everyone About SUI a Wise Idea?
1:39:22 - Facing The Millions of People Who Followed him on The SUI Trade
1:42:53 - Was the 70% SUI Position Sizing Wrong?
1:44:13 - Does Raoul Still Believe In Hold And Do Nothing?
1:44:48 - The One Major Shift Left To Witness
1:48:46 - How Good Is AI Today?
The future of Bitcoin is the future of finance.
This morning at the World Bank, I joined Chris Brummer, Founder & CEO of The Fintech Foundation, for a 25-minute fireside chat at DC Fintech Week. @fintechthinksdc
00:52 - Strategy as a reserve institution built on Digital Capital, Digital Credit, and Digital Equity
01:32 - Bitcoin as Digital Gold, Digital Capital, and the foundation for a new financial system
03:19 - Strategy as a private central bank for the crypto economy
06:54 - Manufacturing Digital Credit backed by USD reserves and Bitcoin
08:08 - Return of capital, tax-deferred dividends, and scalable fixed income
09:17 - How Digital Credit amplifies Bitcoin per share for $MSTR equity holders
12:17 - Bitcoin headwinds and tailwinds: policy, liquidity, bank adoption, and AI capital flows
13:12 - Bitcoin-backed bank credit and the impact of $10B in new lending
16:20 - The triple reflexive flywheel: Bitcoin price, reserves, credit risk, and equity premiums
18:25 - Quantum risk, AI hacking, and why Bitcoin can upgrade when consensus forms
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