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@RaoulGMI · Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.
Coverage 15 Apr 2026 – 20 Oct 2026
Caller Score
—
Low sample: 9 more calls to rank
Scored calls
6
0 pending · 0 unresolved
Hit rate
100.0%
2 correct / 0 incorrect · 4 neutral
Avg 7d return / call
+0.24%
Avg return per call (7 day horizon)
Following every call
+1.5%
Equal stake on all 6 calls resolved in the last 90 days
Mean alpha
+0.84%
Return minus the same bet on BTC (BTC calls vs cash)
Each component is shrunk toward the cohort mean by sample size (k = 20) and ranked as a percentile among callers in this view; the weighted blend (63) orders the cohort, and the Caller Score is the position in it. 0% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 100.0% | 94 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −5.1% | 56 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +0.84% | 75 | 25% |
By month resolved · 7 days horizon
4 records · every scored call links to its source post and price evidence
“Debasement drives everything. Nothing stops it until AI and robots replace population growth. Nasdaq has beaten the debasement rate by roughly 12% a year... a great asset to own, because tomorrow is always more digital than today. Bitcoin has beaten it by 89% a year. That's why crypto is the super massive black hole of asset allocation. It becomes the most powerful asset we've ever had. The greatest performing asset of all time. This is the crux of my Everything Code framework... why debt forces central banks to debase, why markets endlessly go higher, and why only tech and crypto beat it.”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 30.8% |
9 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.12 | 63 | 25% |
90 days · 7d
“Zcash is one hell of a chart... I'm still very long Sui, ETH and Sol too. Just kept adding all into the big sell offs and hold, comfy in spot and let the game play out over time. Patience in a secular trend almost always wins if you can manage your emotions. https://t.co/KxTnbfs1QH”
“If you want the full version of where my head is at, it’s all here: https://t.co/XlamGJSU77”
“When the market gets boring and quiet and everyone turns bearish, I like to come back to the story of how I fucked it all up. And I fucked it up a lot of ways, because crypto is genuinely hard. People think the cycles just repeat. They don't. Every one has a different texture, a different context, and it is so easy to get it wrong. I got in back in 2013. Wrote the first ever macro piece on Bitcoin, and bought at $200, straight into a peak right before it slammed down and I felt like an idiot. But I had a thesis. And the mistake was never the thesis. It was letting the noise talk me out of it... selling, trading around it, being clever, when the only thing that ever worked was holding. That is the whole lesson, and it is the one that matters most at times like this. Crypto is one of the only real secular trends that lets you build wealth against the debasement of your salary. And as the Exponential Age accelerates, it matters more, not less. So when the market gets depressing, I do the same thing every time. I go back to the thesis, and I accumulate. Zoom out.”