The Greatest Macro Opportunity of All Time? at Sui Basecamp 2025 in Dubai
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May 8, 2025
Explore the transformative power of cryptocurrency and its impact on macroeconomics. Discover how demographic shifts and liquidity changes are reshaping financial markets. Dive into why Bitcoin is increasingly seen as a viable investment for younger generations amid currency debasement. Analyze market volatility and learn about key liquidity-driven trends. Lastly, gain insights into the performance of cryptocurrencies like SUI, comparing them to established players while nurturing an optimistic investment outlook.
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insights INSIGHT
Liquidity and Demographics Drive Macro
The core driver of macroeconomic trends is liquidity and currency debasement tied to debt cycles.
Aging demographics slow GDP growth, requiring more debt, which creates economic instability worldwide.
insights INSIGHT
Currency Debasement Tax Explained
A global tax of about 8% annually occurs through the continuous debasement of currency.
Younger generations turn to crypto to escape this erosion, since traditional assets become less affordable for them.
insights INSIGHT
Tech and Crypto Dominate Returns
Only technology and crypto assets matter in today's economy, with crypto having unprecedented performance.
Bitcoin, Ethereum, and Solana have delivered extraordinary annualized returns unlike any other asset class in history.
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In this exclusive talk from Sui Basecamp 2025, Real Vision co-founder and CEO Raoul Pal presents his big-picture macro thesis on global liquidity cycles, debt debasement, and demographic shifts. As Raoul puts it, it's time for us all to "not f*ck this up."
Learn more about Sui - Deliver the Benefits of Web3 with the Ease of Web2:
Web: https://sui.io/
X: https://x.com/SuiNetwork
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Raoul Pal: The Journey Man