It seems macro guru Raoul Pal agrees with my assessment of where things are going…
This recently released video from Raoul is well worth your time.
The Dominoes Keep Falling part 2
4.) Stone Ridge Asset Management, a firm with $10B under management, created a $115M digital asset fund in which they purchased some 10,000 bitcoins. The Bitcoin fund was created after firm employees began accumulating Bitcoin for their personal accounts and clients increasingly wanted exposure.… Read more
The Dominoes Keep Falling
In this post I am linking a series of articles from the last month to paint a picture.
1.) MicroStrategy, a Nasdaq listed publicly traded company, had about $550M in cash on its balance sheet, and put $425M of it into Bitcoin.… Read more
The Changing World Order – Ray Dalio
As it turns out, I am not the only one who sees the end of the current monetary system on the horizon. Ray Dalio, one of the world’s most successful macro investors, is writing a book on this very topic. As Ray writes each chapter, he posts it online to read for free.… Read more
Dear Family, Dear Friends – Gigi
I have been banging the table for a number of years that the current monetary system is nearing its end. A major event like the end of a monetary regime and subsequent move to a new reserve currency is a process that happens over the course of years or decades.… Read more