RT Julien Bittel, CFA (@BittelJulien)It’s been five days since the August jobs report dropped, and I’ve gone through at least 20 takes. The narratives are all over the place, making it hard to separate signal from noise.Here’s what actually matters:Unemployment keeps grinding higher, exactly as our lead indicators and GMI/MIT work flagged back in Q1. That keeps the Fed engaged.At the same time, the earliest signs of a cyclical recovery in employment are already showing up in the data.Our GMI Early Workforce ...

don’t fuck this up!Real Vision (@RealVision):🧨 “The market's gonna crash!” Yeah... based on a magnitude 10 earthquake theory. Seriously?@RaoulGMI and @BittelJulien call out the fear mongering and hype flooding financial Twitter.Choose #RealVision. Cut through the noise. You won't regret it. https://t.co/QBGuQruNsF ...

You can't help but stare at this chart... Total market cap ex BTC and ETH. https://t.co/Ip44qy1GwE ...

This is a great thread from Julian and why we're NOT late cycleJulien Bittel, CFA (@BittelJulien):I’ve been seeing a lot of chatter on X about “peak cycle” and how the economy looks late-cycle. So I wanted to tackle this head on and share a few thoughts of my own...This is from the August 21st MIT publication:A classic late-cycle economy typically has all the following https://t.co/LwfUaGyMJN ...

RT Raoul Pal (@RaoulGMI)Network effects and Metcalfe's Law have always been something that I'm very curious about...And once you crack that, you understand what drives value and price in this Exponential Age...I think the way that Solana has been building network value with their new Seeker phone is v clever!So, I sat down with Emmett Hollyer, General Manager of @solanamobile, to dive deep into their roadmap and why they're betting big on mobile... As ever, please enjoy! ...

RT Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl)Huge guest line up this week on NinjaTrader Live at 8:30 AM ET with @AnthonyCrudele and me!Monday: @Stephanie_LinkTuesday: @SantiagoAuFundWednesday: @DrPippaMThursday: @RaoulGMI ...

Emerging Technology & Investment - Real Vision's "Exponentialist" community focuses on the convergence of exponential technologies like blockchain (cryptocurrency), AI, biotechnology, and robotics [1] - The community explores the impact of these technologies on people's lives and potential investment opportunities [1][2] - Real Vision provides insights into emerging technologies and investment strategies through expert guests [2]

RT Raoul Pal (@RaoulGMI)Cycles are a feature of all economies and markets. Some are longer and some are shorter. Some are violent and some are subdued. They have been obvserable for millennia either based on crop cycles in ancient times or credit/debt cycles in recent centuries. My view is this one may be extended by 6 to 9 months based on debt maturity length, interest rates, financial conditions and liquidity but as always we are dealing with probabilities and not certainties ...

Based on the provided content, here's a summary of the key points: Company Promotion - RealVision is being promoted [1] Content Type - The content is a link to a RealVision resource [1]

Network Effects & Value Drivers - Network effects and Metcalfe's Law are crucial for understanding value and price in the Exponential Age [1][2] - Solana is strategically building network value with its new Seeker phone [3] Mobile Strategy - Solana is making a significant bet on mobile [4] - The company's roadmap involves a deep dive into mobile [4]