Basically what i've been saying - Bitcoin=liquidity / crypto outperforms debasement.
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It would be very nice if we could attach some sentences to the videos that are posted so it makes more sense as to why they are posted. I am well aware of the message in these videos, but everyone has their personal opinion and view, which one is of course allowed to express so there is also something to discuss
Please introduce this rule for any video longer than 1 minute. I don't have 56'20” to watch a random guy playing economy guru.
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Agreed. It'd be an honor to enforce such a rule.
If you post a long video or other external link (long article/blog post), you should:
For clarity, no shade to @wellington intended at all.
If you post a long video or other external link (long article/blog post), you should:
- Have watched it.
- Provide a summary and your genuine thoughts or questions about it.
For clarity, no shade to @wellington intended at all.
Point taken, I will add it to the forum rules now and update in this thread as well as in the notification system.
All updated in our Terms and conditions.
https://www.offshorecorptalk.com/help/terms/
All updated in our Terms and conditions.
https://www.offshorecorptalk.com/help/terms/
Apologies 4-5 mins specifically but throughout -> refers to debasement of currency and how that's being offset with only two asset classes 'Tech =Nasdaq', 'Crypto = Monetary Supply + Technology innovation'.
Other asset classes have underperformed currency debasement but risen nominally since 2013.
Gold: -4% annually against Debasement (however expected to catch up violently).
SPX: Flat since 2013 against currency debasement but risen nominally.
Real Estate: -2.5% since 2013 against debasement but risen nominally.
Covered: What are some things that don’t depreciate much? (Household item -ecommerce)
~etc
Other asset classes have underperformed currency debasement but risen nominally since 2013.
Gold: -4% annually against Debasement (however expected to catch up violently).
SPX: Flat since 2013 against currency debasement but risen nominally.
Real Estate: -2.5% since 2013 against debasement but risen nominally.
Covered: What are some things that don’t depreciate much? (Household item -ecommerce)
~etc
All these talks about bitcoin outperforming other assets are always based on a primitive manipulation that you bought bitcoin when it cost next to nothing. There are plenty of people who bought bitcoin when it cost $60k and they lost a lot of money. Then there are people who lost all their crypto assets with a sim swap attack/FTX bust or a wallet vulnerability (fake update request in Electrum comes to mind, lots of people lost their bitcoins).
Everyone is a billionaire when playing backtracking.
Back in 201X Bitcoin was a funny concept with a miserable liquidity and even more miserable options to safely store and transfer it. To be called investable an asset must have a healthy market for buying, selling and storing. That's why you don't invest in corn or oil directly - you have nowhere to store it and no simple way to move the goods, but you can invest in futures for instance.
So whoever bought and safely kept some BTC back when it was pennies won a lottery, but I wouldn't call it an investment decision.
Comparing to︀ the currency debasement - well, as with many assets it depends on the time period.︁ Did BTC outperform USD when comparing with 2021 highs? No, it actually lost like 40-50%︂ of it's value.
And finally, if you like backtracking so much you can use the︃ same logic to yolo all your funds in something like NVDA just because it historically︄ outperformed BTC/SPY/QQQ/GLD, but would you?
Back in 201X Bitcoin was a funny concept with a miserable liquidity and even more miserable options to safely store and transfer it. To be called investable an asset must have a healthy market for buying, selling and storing. That's why you don't invest in corn or oil directly - you have nowhere to store it and no simple way to move the goods, but you can invest in futures for instance.
So whoever bought and safely kept some BTC back when it was pennies won a lottery, but I wouldn't call it an investment decision.
Comparing to︀ the currency debasement - well, as with many assets it depends on the time period.︁ Did BTC outperform USD when comparing with 2021 highs? No, it actually lost like 40-50%︂ of it's value.
And finally, if you like backtracking so much you can use the︃ same logic to yolo all your funds in something like NVDA just because it historically︄ outperformed BTC/SPY/QQQ/GLD, but would you?
The point was that it's 1 of 2 classes of assets that have outperformed currency debasement since 2013 based on the Gov/Private sector refinancing debt (debt monetization) - which is now the norm in︀ 3.5yr cycles (70 trillion$ a year) over 5 yr debt cycles.
No one is paying︁ the debt -> its all rolled forward.
When it comes to a crunch.
The Gov︂ debases (provides stimulus to juice the system) to keep it going and collapsing on itself.︃
Two asset classes have outperformed that since 2013.
No one is paying︁ the debt -> its all rolled forward.
When it comes to a crunch.
The Gov︂ debases (provides stimulus to juice the system) to keep it going and collapsing on itself.︃
Two asset classes have outperformed that since 2013.
The point is that repeating some provocative statement about "debasement" many times doesn't make any sense. (I guess you mean by it the real inflation that you calculated and yet did not share any information about the way you calculated it).
Since you shared a video, I'd like to share a better one:
Since you shared a video, I'd like to share a better one:
I am not making provocative statements about debasement -> I provided the evidence previously in numerous fact based chart form.
I also will provide a long-explainer here : (again).
https://anonymfile.com/N2d3/55c1ee2a-4437-468f-a604-759f1acc599f.pdf
As for your 'crypto youtube video - we've all seen it', however I look from a statistical︀ mathematical point of view, not a casino gambling point of view which you appear to︁ take or view of the industry itself.
I also will provide a long-explainer here : (again).
https://anonymfile.com/N2d3/55c1ee2a-4437-468f-a604-759f1acc599f.pdf
As for your 'crypto youtube video - we've all seen it', however I look from a statistical︀ mathematical point of view, not a casino gambling point of view which you appear to︁ take or view of the industry itself.
I think you can signup for Realvision.com also - some free access there to some of the platform -> or youtube. (delayed basic extracts).. (channel).
It's well worth it, we recognised a lot of what is unfolding now in 2016, however we had our exit points but they were considerably below where we ended up (2.8k -> 4.Xk/44k-65k) it was a scramble to see where the cause was in the system to miss the extra scraps on︀ the table, then Raoul mentioned something during an interview, and it clicked... then slowly he︁ put together that thesis together...
It aligns with our internal thoughts (biased) and explains where︂ we missed opportunity (reinforcing our bias).
But math = math and rarely wrong, looking outwards︃ and factoring in this is a continuation until eventually it all goes pop... it seems︄ a waste to be debased in certain asset classes and 'locked in the barn' when︅ you can ride + % gain and stay outside of the barn when it all︆ does go kaput.
It's well worth it, we recognised a lot of what is unfolding now in 2016, however we had our exit points but they were considerably below where we ended up (2.8k -> 4.Xk/44k-65k) it was a scramble to see where the cause was in the system to miss the extra scraps on︀ the table, then Raoul mentioned something during an interview, and it clicked... then slowly he︁ put together that thesis together...
It aligns with our internal thoughts (biased) and explains where︂ we missed opportunity (reinforcing our bias).
But math = math and rarely wrong, looking outwards︃ and factoring in this is a continuation until eventually it all goes pop... it seems︄ a waste to be debased in certain asset classes and 'locked in the barn' when︅ you can ride + % gain and stay outside of the barn when it all︆ does go kaput.
nah do yourself a fav and save that cash. Rug paul "basically risk-free" luna/ust does not provide any real value in *crypto*.
You can easily figure out the some about shatcoins on youtube etc. for free.
You can easily figure out the some about shatcoins on youtube etc. for free.
Actually... Raoul is a macro investor...
Macro means 'long-term' positioning.
Where Terra/USD was concerned it was a fraud... from an outsiders perspective, much like FTX, there was questions, but these were negated by the parties involved and the 'reputations' specifically involved -> for example the strong support from US based hedge funds/VC's in the Terra project, or Government officials where FTX is concerned.
A Macro Investor usually has a diversified position and counter hedges, and recognise some will fail.︀
What Raoul lost in Terra-Luna he offset in SOL/ETH.
That's how professional investors invest opposed︁ to speculating/gambling, they also sit through cycles, from tops to bottoms..
Now where Real Vision︂ specifically is concerned - moving away from Raouls impressive personal financial history accumulating a networth︃ of 400-500m$ having started out as young scrappy kid looking at the glitz and allure︄ of London's fintech scene back in the day, rising through some of the most prestigious︅ financial companies in the world and *retiring* so successfully and then launching his own internal︆ managed fund and growing it to where it is and then creating Realvision is quite︇ remarkable.
Now going back to Realvision -> it is a platform where the best macro︈ minds come together and talk their book, where they give their theories and where they︉ back that up with evidence.
It's not 'just Raoul' -> He created the platform and︊ grew it from nothing. Today it's becoming the place to go.
Raoul if you personally︋ have an issue with him, is actually in only a % of the interviews as︌ a host.
Go for essential, if you learn anything️ then go from there.
I believe i had free invites to give away will check if any are left.
Hold off buying @jafo - sent an email to Raoul, see if he can send me a coupon for 1 month free and then you can have a nosy for yourself and see if it's worth your time etc.
Macro means 'long-term' positioning.
Where Terra/USD was concerned it was a fraud... from an outsiders perspective, much like FTX, there was questions, but these were negated by the parties involved and the 'reputations' specifically involved -> for example the strong support from US based hedge funds/VC's in the Terra project, or Government officials where FTX is concerned.
A Macro Investor usually has a diversified position and counter hedges, and recognise some will fail.︀
What Raoul lost in Terra-Luna he offset in SOL/ETH.
That's how professional investors invest opposed︁ to speculating/gambling, they also sit through cycles, from tops to bottoms..
Now where Real Vision︂ specifically is concerned - moving away from Raouls impressive personal financial history accumulating a networth︃ of 400-500m$ having started out as young scrappy kid looking at the glitz and allure︄ of London's fintech scene back in the day, rising through some of the most prestigious︅ financial companies in the world and *retiring* so successfully and then launching his own internal︆ managed fund and growing it to where it is and then creating Realvision is quite︇ remarkable.
Now going back to Realvision -> it is a platform where the best macro︈ minds come together and talk their book, where they give their theories and where they︉ back that up with evidence.
It's not 'just Raoul' -> He created the platform and︊ grew it from nothing. Today it's becoming the place to go.
Raoul if you personally︋ have an issue with him, is actually in only a % of the interviews as︌ a host.
- Ash Bennington 312
- Raoul Pal 296
- Ed Harrison 164
- Justine Underhill 128
- Max Wiethe 104
- Brian Price 102
- Maggie Lake 100
- Jake Merl 82
- Michael Green 82
- Grant Williams 74
- Jack Farley 60
- Harry Melandri 43
- Tony Greer 40
- Santiago Velez 36
- Jason Buck 30
- Roger Hirst 30
- Andreas Steno Larsen 29
- Larry McDonald 23
- Robin Schmidt 23︍
- Sebastian Moonjava 23
Go for essential, if you learn anything️ then go from there.
I believe i had free invites to give away will check if any are left.
Hold off buying @jafo - sent an email to Raoul, see if he can send me a coupon for 1 month free and then you can have a nosy for yourself and see if it's worth your time etc.
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