Macro Regime & Investment Cycle - Discussion revolves around the 'debasement trade', suggesting a focus on investments that can retain value during currency devaluation or inflationary periods [1] - The analysis points towards a new macro regime, implying a shift in economic conditions and policy responses that necessitate a revised investment strategy [1] - The conversation anticipates the next great investment cycle, indicating an expectation of significant opportunities for growth and returns in specific sectors or asset classes [1]

5 winners will be revealed tomorrow. I’ll see you on the Alpha side…Real Vision (@RealVision):📣 Last Chance:To receive a complimentary year of our Alpha membership ($899 value), follow the steps outlined in the post below.👉 We’ll announce the 5 winners tomorrow morning. Good luck everyone! ...

Sorry, we couldn't find a bigger venue and our Marfa event is now full with a big wait list (Urgh).Not what we wished for at all but we have a legal limit on the space.Please don't show up on the off chance as we can't accommodate anyone unless someone cancels!Sorry! 🙏 https://t.co/m1p8a8ZCyS ...

Last Selfie by @XCOPYART 1/10 sells for over $3m... wow. New record for a digital art edition. I still think this will eventually trade over $25m in the next 10 years.None (@None):None ...

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over 7,000 on the waitlist… join them! https://t.co/hsxLqPIagb ...

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RT GONDI (@gondixyz)GONDI’s Liquidity Lounge is back this Friday 12:30pm ET for a chat on all things MARFA with an amazing lineup of guests.@RaoulGMI @Blondie23LMD @RogerDickerman @nicedayJules @johnkarborn @danielkoeth @Coldie @batsoupyum & more to be announced.Rumor Alphonso Knudson might make the time but he’s extremely busy and important so we aren’t counting on it. He’s also very strong even though @eli_schein won’t admit it.Hosted by @0xRoses0xJoined by @VonMaketh @0xburga ...

Here is the messy thread in one post!Raoul Pal (@RaoulGMI):I think it needs explaining that although I see an elongated cycle it doesn't mean my analysis is right. The breadth and depth of macro/crypto analytics framework I've added since 2021 is massive and I'm happy with the probabilities currently but things can change...At GMI we ...

If you want to reduce risk and play for higher prices consider selling some and buying longer dated calls where you can only lose your premium (as I did in 2021 with ETH and only risked 5% for a potential leg higher which failed).I appreciate your attention in this matter. ...