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Two years ago, I told Real Vision members about crypto’s pivotal role in my macro framework, describing it as a "black hole" of talent and value. I saw cryptocurrency, and technology in general, as a secular trend ushering us into the Exponential Age.

In this new age, the relentless migration of value from the physical world to the digital one has created unprecedented investment opportunities. Technology, from AI to crypto, continues to offer outsized returns, confirming this thesis.

It's really interesting to look back on it and my views in April 2021 (I stand by them, by the way...!) I hope you all enjoy it. 

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