Everyone's dunking on Raoul for his $SUI conviction.
But he's doubling down. And after digging in, the thesis might actually hold.
The data:
- Developer activity is still strong
- @CoinbaseInsto now offering asset support, meaning there's demand
- TVL holding despite market wreckage
- Stablecoins +10% this week ($568M)
- DeepBook just deployed (onchain margin trading)
$SUI is down 45% MTD.
When someone with conviction doubles down at these levels, I pay attention.
Could be nothing. Could be something.

Raoul Pal

Twitter

Bitcoin's price briefly touched $60,000 last week. Under a diminishing returns model, this is no mere noise. The market is touching the weakest link in the entire four-year cycle and logarithmic growth framework.

With the gains at the top of the Bitcoin cycle already significantly compressed, a further historically deep correction would completely negate the allure of its classic cycles.

This is not a prediction; it's a mathematical law.

Cycle Top Gains are Compressing

Historical Bitcoin Cycle Tops:

· 2013: ~$1,242

· 2017: ~$19,700

· 2021: ~...

$55,000 will be the lifeline for Bitcoin.

The U.S. Department of Justice (DOJ) has announced a 20-year prison sentence for Daren Li, 42, for his involvement in a global cryptocurrency investment scam. Notably, the sentence was...

The ringleader of a cryptocurrency scam worth approximately $74 million has been sentenced to 20 years in prison.

MegaETH officially launched its mainnet with the goal of achieving 50,000 TPS and a Block Time of 10 milliseconds, deploying over 50 dapps from day one.
MegaETH launches mainnet, aiming for 50,000 TPS and a Block Time of 10 million...

MegaETH launches mainnet, aiming for 50,000 TPS and a Block Time of 10 milliseconds.

Maybe Raoul’s just early while everyone else is late