Gabor Gurbacs @gaborsgurbacs

Founder: PointsVille. Strategy/Advisor: Tether and VanEck. Fine print reader. Builder of things. Tweets/views are my own. Not financial/legal/any advice at all. Joined October 2009

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Julien Bittel, CFA @BittelJulien

5 months ago

Remember, crypto is macro and macro is crypto. Get the macro right, you get the crypto right...

Raoul Pal @RaoulGMI

5 months ago

Remember, crypto is macro and macro is crypto. Get the macro right, you get the crypto right...

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Gabor Gurbacs @gaborsgurbacs

5 months ago

The zoomed out chart of Ethereum continues to be one of the most bullish I have seen... Here's the top 5 charts BittelJulien and I are watching at Global Macro Investor this week. Enjoy.

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Gabor Gurbacs @gaborsgurbacs

5 months ago

Woah!

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Raoul's Easy Guide to the Business Cycle and Why it Matters: Today: ISM leads GDP by 3 months. ISM is around zero GDP growth currently, so GDP should be low Q4 and Q1. This is where cyclical stocks, RTY and commodities live, and is why they are subdued.

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Gabor Gurbacs @gaborsgurbacs

5 months ago

And within Crypto, Alts begin to outperform BTC and do so for the remainder of the cycle... but trading Alts outside the top 10 is HARD (and very risky). You can accomplish most of the gains by just holding BTC, ETH and maybe SOL (or another proven project with adoption).

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Gabor Gurbacs @gaborsgurbacs

5 months ago

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Gabor Gurbacs @gaborsgurbacs

5 months ago

ISM + 5 Months: But our Lead indicator for ISM has been rising sharply. This is generally where the SPX lives (part cyclical, part growth) and explains the SPX strength vs Russell 2000 (RTY) or commodities...

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Gabor Gurbacs @gaborsgurbacs

5 months ago

ISM + 11 Months: Using our GMI Financial Conditons Index, we can peer 11 months into the future, suggesting a strong year in 2024. This is where the growth assets of NDX and Crypto live. This is why they bottomed before everything else...

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Gabor Gurbacs @gaborsgurbacs

5 months ago

ISM + 22 Months: Using our Everything Code framework, we can potentially look out into the end of 2025 and what lies ahead is good growth for the economy in the upside of the business cycle.

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Gabor Gurbacs @gaborsgurbacs

5 months ago

And that leads Global Liquidity, the key variable in The Everything Code... It suggests liquidity will keep rising as is normal when the business cycle expands.

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Gabor Gurbacs @gaborsgurbacs

5 months ago

And liquidity is what drives assets... Our job is to back the fastest horses (the secular trending assets). Tech (The Exponential Age):

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Gabor Gurbacs @gaborsgurbacs

5 months ago

And Crypto (The Super Massive Black Hole):

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Gabor Gurbacs @gaborsgurbacs

5 months ago

But crypto massively outperforms tech as the liquidity cycle turns positive...

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Gabor Gurbacs @gaborsgurbacs

5 months ago

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Real Vision @RealVision

5 months ago

We didn’t say 50 Cent… we said 50 Percent! Go get our half-priced BIG Blackout sale across ALL membership tiers this weekend. Get in da (Real Vision) Club here: rvtv.io/47ki7XL

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Gabor Gurbacs @gaborsgurbacs

5 months ago

If you've been on the fence, this is your time to level up your knowledge and be ready for 2024 and 2025...

Real Vision @RealVision

5 months ago

If you've been on the fence, this is your time to level up your knowledge and be ready for 2024 and 2025...

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Gabor Gurbacs @gaborsgurbacs

5 months ago

Loving Dumb Money. Bravo benmezrich and team! This story of the little guy isn’t over. It’s only just started.

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Gabor Gurbacs @gaborsgurbacs

5 months ago

Two things to be grateful for: Bitcoin - The best-performing asset of all time +275,000% since 2013). A stunning log trend we should be thankful for too...