Introduction

Raoul: When you've got an asset that trends so strongly and is so volatile, these selloffs are your friend unless something fundamentally changes with the story. You really should be focused when everybody's scared and everybody's puking their crypto, his ethan bitcoin, you should be thinking now's the time to accumulate it. Raoul: The state of the economy is in many ways disarray. So even though things we kind of know things are bad, the forward looking stuff that I look at using my kind of macro framework suggest things are going to get really quite ugly over the next six to nine months.