🇬🇧 @RealVision Affiliate | RV OGMacroInsider, OGProCrypto 🌟 AI Mechanic, R3F & 3D Enthusiast | Exploring the realm of AI tools | LFGROW!!! #DFTU
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Joined October 2021
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DeFiDfyn | Bingo Caller retweeted
Position sizing is one of the most important parts of trading, and one of the least talked about.
@Jamie1Coutts' simple formula to work out how much to put into a trade 👇
DeFiDfyn | Bingo Caller retweeted
Week 1 of the Real Vision Trading League is done 🏆
Congrats to Andy B, who wins $5,000 for the top idea of the week. You can see the full trade and his reasoning inside the platform.
Tune in here at 4:30pm ET, when the team breaks down their favourite trade ideas from week 1.
There's still everything to play for...
DeFiDfyn | Bingo Caller retweeted
Love this. One week in and the community is already crushing it... real ideas, real reasoning, all out in the open for everyone to learn from.
Its free. Go put an idea in. Bring your best.
There's still $95,000 in prizes up for grabs but more importantly there's a bunch of workshops and a trade agent (all free) to help you level up.
Week 1 of the Real Vision Trading League is done 🏆
Congrats to Andy B, who wins $5,000 for the top idea of the week. You can see the full trade and his reasoning inside the platform.
Tune in here at 4:30pm ET, when the team breaks down their favourite trade ideas from week 1.
There's still everything to play for...
DeFiDfyn | Bingo Caller retweeted
Is AI still the trade of the decade or has the cycle topped?
@lspurcell, Max Gokhman (of @FranklnTempletn) and @ramahluwalia will discuss it inside Real Vision in 30 minutes.
Last session of Day 1, don’t miss it: app.realvision.com/video/the…
How much of your portfolio is in AI?
On Oct 16, let the experts guide you on positioning for the buildout.
@lspurcell of 1.2 Capital is hosting a workshop with Max Gokhman of Franklin Templeton and @ramahluwalia of Lumida on “The AI Trade”.
Sign up to Real Vision for free to get access to this workshop.
You’ll also get lessons from finance legends in your inbox, your own AI Trade Agent, and entry to the Real Vision Trading League, with up to $100K in prizes.
DeFiDfyn | Bingo Caller retweeted
Everyone has trade ideas, but very few know which one is worth the money.
@AshBennington and @marketmimute walk through how they tell the difference.
Going LIVE at 10:30 ET: app.realvision.com/video/the…
What does a winning trade look like before it wins?
On October 15th, Mish Schneider walks through how she finds one, live, with Real Vision's @AshBennington.
A free account gets you access to the session, plus lessons from finance legends in your inbox and your own AI Trade Agent.
Then put everything you’ve learned into practice during the Real Vision Trading League, where you can win up to $100K in prizes.
DeFiDfyn | Bingo Caller retweeted
The biggest infrastructure buildout in history!
+$10T was committed to be invested and built out in the US, into:
high paying jobs, earth movers, concrete pouring, cable running, transformers, data-center buildings, and more power plants.
And people are still bearish
We are officially witnessing the biggest wave of infrastructure investment in modern US history.
Total investment in data centers and AI infrastructure is projected to average 3.63% of US GDP per year from 2025 to 2032, the highest proportion among major infrastructure buildouts since the 1800s.
The previous largest investment, railroad infrastructure, represented 2.24% of GDP per year in 1870-1890.
This was followed by highway investment that averaged 1.13% of GDP in 1956-1973, while telecommunications and fiber infrastructure averaged 1.10% in 1996-2003.
By comparison, electrification stood at just 0.50% of GDP in 1905-1925, while canal investment accounted for 0.66% in 1836-1841.
This comes as AI and data-center infrastructure investment is projected to total ~$10.3 trillion between 2025 and 2032.
The AI buildout is the largest infrastructure investment in modern US history.
DeFiDfyn | Bingo Caller retweeted
Saudi Aramco has hired Evercore to advise on a major restructuring that would create a standalone gas division and open the door to a potential future listing of the unit bloomberg.com/news/articles/…
DeFiDfyn | Bingo Caller retweeted
Uranium's at $90, down from $136 during the last cycle. The mining stocks are still worth $75bn, more than when uranium actually hit $136.
Met Scott Melby yesterday, 40 years in uranium. His read: the SMR money has stalled, permits take time. Demand doesn't need to jump, buyers just need to fear tomorrow's pounds won't be there at today's price.
At $150 this could become a real uranium equity story. I want to own who supplies the fuel.
#uranium
DeFiDfyn | Bingo Caller retweeted
Riyadh, Beijing and the Houthis all want something different out of the Red Sea and none of them can get it without someone else moving first. The Bab el-Mandeb, the Gate of Tears, is one of the world's great maritime choke points, and right now the tankers aren't getting through it. More on this and on uranium at $90 (sector already above its last cycle peak).
Follow for more of this, if you want my newsletter and portfolio, link in bio.
#bitcoin
DeFiDfyn | Bingo Caller retweeted
What do the United States, human rights, and General Motors have in common?
None of them are real. At least not in any physical sense.
This week's Library of Legends unlock is punk6529, in conversation with Raoul Pal. In this clip he lays out intersubjective myths: ideas everyone agrees to treat as real, the glue that lets millions of strangers live in a cohesive society.
In his words, "everything is downstream from them."
DeFiDfyn | Bingo Caller retweeted
Ive spent 35 years building a way of thinking about markets... the liquidity cycle, debasement, the exponential technologies eating everything. Its scattered across thousands of hours of interviews, reports and Real Vision videos.
raoulpal.ai is all of that in one place you can talk to.
Ask it how I'd read the market right now. Upload a chart and get my take on it. Test an investment idea against how I reason. It answers in my voice, using my frameworks, drawing on everything Ive said publicly plus the reasoning behind the Real Vision paywall.
It wont build your portfolio for you and it isnt perfect. But as a head check, or a mentor you can bug at 2am, its bloody useful.
DeFiDfyn | Bingo Caller retweeted
Mike McGlone thinks Bitcoin's glory days are behind it. The part he's still bullish on: stablecoins.
He's held that view since watching Tether's assets climb through the 2018 bear market. Now he sees tokenization coming for everything.
Mike McGlone, Bloomberg Intelligence, with Jamie Coutts on Real Vision.
DeFiDfyn | Bingo Caller retweeted
"The dollar has underperformed a lot versus everything that's been happening."
Energy up, a hawkish Fed, yields at highs. Three things that typically lift the dollar, all firing at once, and it's barely moving.
Steno’s read: speculators are crowded into the long dollar trade, so the obvious catalysts have nothing left to push.
DeFiDfyn | Bingo Caller retweeted
If you’re sweating short time horizons you’re fucking everything up.
Crypto hasn't been through a cycle. A cycle needs liquidity to drive it, and what we got was liquidity being dampened while a massive bull market ran in something else.
The actual driver hasn't changed. Central banks and the banking system have to keep financing interest payments by issuing money to offset the ageing population. That is The Everything Code. It’s been playing out like this for decades and it doesnt care about your quarter.
Own Nasdaq, own crypto, go to the beach.
DeFiDfyn | Bingo Caller retweeted
One hour out.
We're going live with @SuiNetwork.
Set a reminder and pull up: xitter.cf/i/spaces/1oKMvNlMPopGQ
Tomorrow: @RaoulGMI goes live on X spaces with @SuiNetwork co-founder @EmanAbio.
On the table: the Sui flywheel, TVL, and where AI and crypto collide. Plus what's coming at Sui Basecamp Singapore.
4PM ET.
Set your reminder ↓
DeFiDfyn | Bingo Caller retweeted
Raoul and I have known each a long time coming from the same macro beginning. Him at GS and me at MS. We both ended up at the crossroads of AI and crypto and I love getting a chance to spend time with him going through our latest thoughts on where we are today in the disruption. A fun listen.
The bond panic is noise. The real signal is margins expanding while hiring stays flat.
I sat down with @jvisserlabs to explore yields, tokenization, 24/7 markets... and why the next phase of crypto is about far more than price. As ever, please enjoy!
DeFiDfyn | Bingo Caller retweeted
How do you value an L1?
Well, take Ethereum for eg. Now imagine turning the switch off. All the stablecoins, DeFi, every L2, every NFT... everything built on it goes to zero
L1s attract assets, capital and velocity because they are dense with intelligence. Ethereum has the most developers, its programmable, it has the whole ecosystem around it. Ive had the DCF argument so many times and its just nonsense... you're not valuing cash flows, you're valuing everything the chain secures.
As we move into the Exponential age and the entire human economy plus a whole new agentic economy moves onchain, enormous value accrues in these base layers.
It’s all so obvious…