Frameworks

Explore frameworks in the Knowledge Hub.

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Frameworks2026-01-20

Raoul Pal's Liquidity Framework: The Everything Code

Understand Raoul Pal's macro thesis—how liquidity drives all assets, the 11% debasement hurdle, and the Everything Code framework for long-term wealth creation.

Frameworks2026-01-20

7 min read

Julien Bittel's Macro Seasons Framework

Learn Julien Bittel's seasonal approach to macro investing—four phases based on growth and inflation dynamics, with liquidity as the master variable.

Frameworks2026-01-20

9 min read

The Everything Code: Understanding the Macro-Crypto Connection

Explore how global liquidity, debt cycles, and fiat debasement connect all asset classes—from stocks to Bitcoin. A deep dive into the macro framework driving risk assets.