Raoul Pal on The Exponential Age and the Everything Code: AI, Crypto, QE and Beyond
Real Vision: Finance & Investing
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The Exponential Age of Cryptocurrencies
I started building a thesis about Metcalf's law and understanding the secular trends that drive many technologies. I realized we're walking into a nexus of network adoption effects at scale of which humanity's never seen before, he says. And if you lean into those, you get the big opportunity for tech stocks such as Amazon to Apple to Microsoft - they all work the same way.
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