We believe that the 3 biggest mega trends in markets are:
- Currency debasement: the devaluing of fiat currencies driven by money printing, which makes scarce assets more valuable
- Moving the global financial system onchain: more money onchain = more demand for digital assets
- The integration of AI throughout the digital and physical world: this will require trillions of dollars of investment and increase productivity by orders of magnitude.
This page will give you a high-level view of each of these trends, in terms of if they are accelerating or decelerating.
Of course, over the long-term nothing stops any of these trains, but within that trend there are cycles, these charts help us to understand them.
Use these charts to guide your investment framework.
