
Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond
Real Vision: Finance & Investing
Bitcoin Outperforms in the Up Cycles
Bitcoin outperforms in the up cycles because there's a network adoption model, which is why it does so much better than almost all other assets. I've also then shown that crypto is all the same thing. So what would have to happen for that to be true? Firstly, we've got a banking crisis. Whether you call it QE or not, doesn't matter, the bank balance sheet is rising. That's all that matters. Secondly, we're going to get out of their leases and everyone's going to be stuck on these smaller banks. Commercial real estate, nobody's going back to the office. Nobody works in an office anymore. 50% of all of this kind of
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