Got around to reading @RaoulGMI ‘s Global Macro Investor January edition this weekend which happened to be the 20th anniversary.  It began with a suitably sensible and bullish perspective on where we are in the macro crypto liquidity cycle. (Good news for all of those losing their minds on X these last few weeks.)

And then it got really weird. When Raoul started out two decades ago, I wonder what he would have said if someone told him this is what his chapter titles he would be in the future — for an expensive research report for INVESTORS:

Life, the Universe, and Everything

Occupy Mars

What Do I Tell My Children?

NFTs- The World’s Most Valuable Blockspace

The Metaverse Gold Rush

Universal Consciousness

Lifestyle Chips.

As you might imagine, I was riveted. And most of all, the essay on Universal Consciousness was a transcribed conversation between Raoul and an AI. After a while I could no longer figure out who was interviewing whom or who was teaching whom or even what. 

My takeaways: 1) the future is now; 2) everything will change but no one knows how yet; 3) be bullish.