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written by @RaoulGMI on his X account: https://x.com/RaoulGMI/status/1981752771410796827 We are all aware of the urgent need for massive new energy infrastructure for data centres and other general needs. The grid is old, and
TL;DR The global macro landscape is shifting faster than most can keep up. In this conversation, @RaoulGMI and @AndreasSteno dive deep into central bank coordination, debt cycles, crypto as a macro
INTRODUCTION The much-anticipated Bitcoin halving of 2024 has now happened. With this seminal four-yearly event now behind us, @RaoulGMI has penned an extension to his February Deep Dive which drew
