Dwl
653 posts


RAOUL PAL JUST DROPPED THE MOST INSANE PREDICTION OF 2026. 🚨
$3 trillion to $100 trillion
Same cycle as 2017.
Peak by June.
Everyone is watching the wrong signal.
It's not the halving. It's not the bill.
It's the cycle.
And Raoul Pal says we're in it right now.
AI money flowing in.
ETF billions piling up.
Global liquidity expanding.
Regulatory clarity arriving.
$100 trillion isn't a prediction anymore.
It's a roadmap.
June 2026.
Circle it.
The man who called the last cycle…
Just told you exactly when this one peaks.
Are you positioned?
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@CxmeronCc Because, like Karun @karunchandhok, Lewis never gave Peter Windsor the time of day and he didnt care much for them, and for that reason these 2 boys will never give an outright compliment to @LewisHamilton the greatest of all time. They have a chip on their shoulders. A grudge.
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@CxmeronCc Even in the 2018-2022 era of cars when Max and Leclerc had their abilities of cornering at high speeds (according to Peter), Lewis schooled them both because he had a car under him and the playing field was level. RB had an equally quick car. Lewis blew them away!
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@CxmeronCc Peter Windsor always holds something in his back pocket against Lewis, even within a compliment.
Lewis was always going to be faster than Charles if he's settled in a car, it's not because u think Leclerc's "advantage" has been negated. You are wrong Peter and your voice grates
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@ferrarinewstr Leclerc hanging out in the back. That's why he'll never win a championship. He doesn't have the fight in him. And don't say he was waiting on the opportunity to pounce.
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@ferrarinewstr If only Ferrari could get the cars' straight speed better than Mercedes, both Lewis and Charles would be unstoppable!
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@itzjoshuajake What's the latest with Kasian Franks of Vectorspace $VXV $VAIX?
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Imagine a father who secures $100,000 in spot Bitcoin.
He holds the asset until the valuation hits a massive $5,000,000.
Liquidating the position directly triggers devastating taxes on $4,900,000 of pure profit.
So he executes the perfect institutional maneuver instead.
He locks the Bitcoin in a legal trust, takes out a collateralized loan against the stack, and lives off the borrowed liquidity.
Because he never executed a sale, his tax liability remains at absolute zero.
Upon his death, the heirs receive the Bitcoin with a brand new cost basis set exactly at $5,000,000.
The government cannot legally touch a single cent of the accumulated gain.
This is exactly how generational wealth is permanently secured.
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Solana peaked at ~$295 in January 2025 on a total supply of roughly 500-510M tokens, implying a market cap of approximately $150B. That figure is often cited as an FDV benchmark, but it’s a misnomer. Solana has no max supply. It runs a perpetual emissions schedule currently inflating at roughly 4% annually, with a long-term floor of 1.5%. There is no terminal supply to fully dilute to. Every year, the denominator grows. SUI is architecturally the opposite: a hard cap of 10B tokens with protocol-level mechanics that permanently reduce effective supply over time. At the full 10B supply and zero burn, matching Solana’s peak valuation gives you $150B ÷ 10B = $15 per token. That’s not a prediction, it’s arithmetic. A verifiable baseline.
Now the nuance, because there’s a lot of lazy analysis on this. Sui’s deflationary design is real but it’s frequently overstated. The mechanics work like this: every transaction pays computation fees (which go to validators) and storage fees (which enter the storage fund). The non-refundable portion of storage fees, currently set at 1%, is permanently removed from circulation. Immutable objects lock their entire storage deposit forever. The storage fund itself removes SUI from active circulation for the lifetime of every on-chain object. These are genuine, protocol-enforced supply sinks with no equivalent in Solana’s architecture.
But intellectual honesty requires acknowledging scale. Public data on Sui’s fee generation varies significantly depending on methodology. Messari’s State of Sui reports put quarterly base-layer chain fees at $3.6M in Q1 2025 and $3.8M in Q3 2025, roughly 1M SUI per quarter. DefiLlama surfaces higher figures but aggregates app-level protocol fees across the ecosystem, which don’t touch the burn mechanism. The permanent supply reduction at current activity levels is negligible against a 10B cap. Anyone telling you otherwise hasn’t done the work.
Here’s why it still matters. Sui’s deflationary mechanics are adoption-convex. They don’t matter much at today’s transaction volumes. They matter enormously at Solana-scale volumes. If Sui captures equivalent DeFi activity, fee generation scales by orders of magnitude and the permanent burn component scales with it. Meanwhile Solana’s supply can only expand. At equivalent network value, SUI holders own a claim on a shrinking float while SOL holders face perpetual dilution. That asymmetry compounds every year and it’s priced into neither asset today.
The range at Solana’s peak $150B market cap: $15.00 at full 10B supply. $16.67 if sustained adoption permanently removes 10% of supply. $18.75 at 20%. $21.43 at 30%. The answer is somewhere in the $15 to $21 range, not $32, but still a 15 to 21x from current levels at a valuation that has already been demonstrated as achievable in this cycle.
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$SUI Could 25x From Here - The 2024 Fractal That Nobody Is Talking About
1️⃣ Deep Retracement into 0.786 Fibonacci level with macro ascending trendline confluence at support
2️⃣ Fractal: Identical structure to 2024 accumulation phase that delivered 1000%+ impulse expansion
3️⃣ Confirmation: Must hold Above $0.50 Support Level
Targets: $1.80/$4.00/$10/$20
Invalidation: Weekly close below $0.50
Deep cycle retracements inside macro uptrends create the biggest moves. This is where cycles begin, not where they end.
@SuiNetwork

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@RaoulGMI @BrianEMcGrath Raoul was correct on BTC then ETH then SOL. I wouldn't disbelieve him on SUI. He has the background research to prove it too. He's early on the next trends. It could end up being some new chain later but as of now it's SUI.
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@BrianEMcGrath The answer to the speed and technical aspects is SUI
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Raoul is right that AI agents need settlement rails.
He hasn't answered the speed problem.
Bitcoin base layer: 10-minute blocks. Autonomous agent commerce: millisecond decisions.
Lightning closes the gap but reintroduces trust assumptions.
That breaks the trustless thesis at the foundation.
The winning settlement layer won't be chosen by investors.
It gets chosen by the agents.
Right now Solana clears faster with lower failure rates than Lightning.
Bitcoin's path to that isn't guaranteed.
That's the part of the Exponential Age thesis still missing a mechanism.
@RaoulGMI

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@JamesEastonUK This gap on $CRCL could very well end up being back filled.
Doesn't always happen but a lot of times there's a pullback to fill the gaps.

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I never claimed ignorance of biological
differences. I was describing firsthand experience watching boys varsity volleyball after years of watching elite girls play and how different the game is with male physicality. You fabricated a position I never took. It’s actually remarkable that someone can reach your advanced age and still struggle this badly with basic reading comprehension.
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@texasrunnerDFW @DiMartinoBooth My clients balked at buying a home last year, this month they rented the same home, it never sold, for $3000 less their payment was going to be…
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@RaoulGMI @TipperAnalytics Everyone's got some theory or another. Gosh. I'll just buy and hold. It's crazy out in these CT streets,
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@TipperAnalytics Where do you see liquidity momentum turning... surely this chart shows the opposite?
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