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DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal

The Delphi Podcast

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The Crypto Story Is Still Amazing

I think the shoe is the economy, like 19 74. And it's not a financial event, more an economic event, and probably the us. I don't see any reason why the fed won't do it again. The main point being is we've got the worst ahead of us. It's not fully priced in by markets. It's going to be faster than people expect. We can look out, looking forwards. How does it how does it play out for stuff like crypto? L the crypto storyis still amazing. Right? Crypto story is still a technological adoption curve. It's still metcalf's law. Last year we hadat a hundred and 86 % rate of

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