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Date: March 04, 2025 Table of Contents 1. Executive Summary Disclaimer: This report is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult qualified professionals before making investment decisions. Smart contract platforms are revolutionizing financial markets, gaming, retail, and beyond, transitioning from speculative assets to foundational […]

1. Core Philosophy: Understanding the World Through Macro 2. The “Everything Code” Thesis 3. Liquidity: The Master Driver 4. The Business Cycle: Cyclicality and Forecasting 5. Asset Allocation: The Four Seasons Model 6. The Supermassive Black Hole: Crypto’s Dominance 7. Crypto Market Outlook: The Banana Singularity 8. Tactical Insights: Trophy Assets and Altcoins 9. Practical

Quantum computing is developing rapidly, with several companies and countries making strides in producing quantum chips. IBM has a 1,121-qubit processor called Condor and a 133-qubit Heron processor with improved error reduction (IBM Quantum Blog). Google has a 72-qubit processor and focuses on error correction (Live Science). China has a 504-qubit chip and is investing

Introduction In an episode of “The Journey Man,” recorded on February 21, 2025, Raoul Pal, a macro investor, hosts Jordi Visser, founder of Visser Labs and a former hedge fund strategist, to discuss AI, cryptocurrency, and macroeconomic trends. Published on February 27, 2025, their conversation examines how these forces are changing economies, societies, and individual