The Everything Code: A Guide to Liquidity Measures

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The central bank balance sheet is actually debasement of currency. That seems to explain 97% of the entire price movement of the NASDAQ and about 87.5% of Bitcoin. Technology, yes, why? Technological adoption is relentless. And the other one that beats it all obviously is crypto, because it's got the technological adoption and it counteracts the debasement. So once I found those out, I realized the liquidity was going to become the really important driver. It'll be the thing people talk about for this cycle. But now whether it fully works all the way through or not remains to be seen.

Are we entering Crypto’s Spring? Raoul Pal is the Co-Founder and CEO of Real Vision, a financial media and education platform focused on Macro, Investing, and Crypto.

In today’s episode, we cover:1) The Aftermath of the 2022 Meltdown.2) How to Invest in the face of the current liquidity and external Indicators. 3) Why Raoul thinks we’re headed toward Deflation, not Inflation. 4) What AI will bring to the table, and how it intersects with Crypto 5) Why the Crypto Winter is probably over.

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------ TIMESTAMPS

0:00 Intro 7:20 The 2022 Meltdown 22:14 The Aftermath 27:26 Liquidity Indicators 34:51 External Indicators 37:54 Raoul’s Deflation Thesis 50:29 The State of AI 56:19 How Crypto & AI Intersect 1:00:43 The Implications of AI 1:08:14 Crypto’s Inflection Moment 1:11:43 Investing in the Current Climate 1:19:00 Raoul’s Portfolio 1:20:39 Crypto’s North Star 1:28:49 The Everything Code 1:35:26 Closing & Disclaimers

------ RESOURCES Raoul Pal⁠https://twitter.com/RaoulGMI⁠

Real Vision ⁠https://www.realvision.com/⁠

Real Vision Newsletter ⁠https://www.realvision.com/dailybriefing⁠

The Everything Code ⁠https://www.realvision.com/issues/the-everything-code-part-1-the-renaissance⁠

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118 - Raoul Pal | Should We Be Scared Right Now? ⁠https://www.youtube.com/watch?v=nzGMSKbqjco⁠

------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

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