Tim Davies, director of research at Holon Investments, talks to Raoul Pal about the biggest investment opportunities based on the concept of technology and the need for new forms of money, cheaper energy, and exponentially more data. “We are building a framework over the next 12 months … what we think are the necessary building blocks that will take us from Web 2.0 environment to Web 3.0,” he explains. Tim also says that the world is simply not prepared for the exponential increase in data creation and storage and how that offers opportunities for new business models. They also talk about the potential of the cryptocurrency Filecoin, cloud-based digital payment and storage system. Recorded November 16, 2021.