Published: May 4, 2025
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🚨 Raoul Pal just stunned Dubai with a jaw-dropping statement: "Demographics is everything, and debt is going out of control." His keynote will blow your mind: [🧵thread]

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Markets are screaming doom: ☠️ War 📉 Recession 💥 Collapse But behind the headlines is the most explosive macro setup of our lifetimes. @RaoulGMI calls it: The Banana Zone. Here’s what it means 👇

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Raoul’s framework = The Everything Code 🌐 It all boils down to one word: Liquidity Every major asset class — from $BTC to the Nasdaq — follows global liquidity like clockwork. And guess what? Liquidity is back. Big time!

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Why does this matter? Because total liquidity explains: • 90% of #Bitcoin’s price action • 97% of the Nasdaq’s moves Ignore the noise. Follow the money. Keep it simple.

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There’s a hidden tax on all of us: 📉 8% currency debasement 🔥 +3% global inflation = 11% wealth erosion yearly. If you’re not earning more than 11%/yr, you’re getting poorer by definition...

Millennials can’t afford homes. They can’t afford assets. So what do they do? They go full risk curve: They buy crypto. Why? Well, because it's the only shot they have at escaping the trap.

And that’s why #Bitcoin has returned: • 130% per year since 2012. Despite ~70% pullbacks from time to time in every cycle. • Outperforming the Nasdaq by 99.94% There has never been an asset like this. Ever.

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🍌 So, what is the Banana Zone? 🟡 Phase 1 – Breakout 🟡 Phase 2 – Correction 🟡 Phase 3 – Mania (Altseason/Valhalla) We’re now entering Phase 3...

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Altseason is coming. It’s not hopium. It’s macro. As the business cycle accelerates, people move out the risk curve: → Small caps → Junk bonds → Rolexes/APs/Pateks/Wine → Altcoins Same trade, same driver: Liquidity.

There's a plot twist to this story that makes things even better: Retail has been buying! OGs remember this has happened before. Institutions? Still on the sidelines. Sentiment is at record bearish levels. It’s like 2020 or 2009 again. The lesson? Max fear = Max opportunity.

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This cycle? It mirrors 2017. But with MORE liquidity. MORE adoption. And MORE macro tailwinds. #TheEverythingCode shows the breakout. The charts confirm it. The sentiment? Perfect setup.

📍Bookmark this post — it might be the reminder you need to stay on track and don't fck this up. Let's finish this thread...

Will #Bitcoin hit $850,000? Maybe not. But $250K–450K is plausible based on the models. And alts? $ETH $SOL $SUI $ADA $XRP $DOGE Some may 20x. Just like in 2017...

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So here’s your checklist: ✅ Stay in the game ✅ Don’t get shaken out ✅ Avoid leverage ✅ Protect your keys ✅ Don’t FOMO into scams ✅ Follow the liquidity ✅ Stay ahead of the curve with the Macro Investing Tool from @BittelJulien & @RaoulGM The Banana Zone runs into 2026...

Final reminder: Crypto is the black hole sucking capital from everything else. It’s the greatest asymmetric opportunity in macro history. Hold tight. The Banana Zone is here. ✊ Charts credits: Global Macro Investor & Real Vision Pro.

Image in tweet by Paul Guerra

Would you like to receive the charts deck that Raoul used during his presentation in Dubai? It's simple: 1. Follow @RealVision 2. Share this thread (linked below for your convenience) & comment with “🍌.” I’ll send it your way within the next 24 hours. https://x.com/paulguerratv/sta...

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