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Joined January 2014
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It’s on. Our Trading League is officially open.
Post up to three trade ideas inside Real Vision between now and November 20 and compete for up to $100K in prizes.Â
All you need to get started is a free account. You don’t need to make any real trades, just post the idea, and it gets scored on how it plays out in the market.
And we’re not sending you in blind… Last week we ran two days of live workshops with some of the best in the game, all recorded and ready to watch with your free account.Â
Plus you get a free Trade Agent to use for the whole League. Type a ticker, let it do the digging, then post the idea that holds up.
Your future. Your move.
"The bottom is in... It's just that it's early and we're going to see chop."
@CryptoWithKris's financial conditions indicator flipped red six weeks ago. Money got tighter, and Bitcoin slid three weeks in a row.
Now conditions are loosening and equities are responding. Kris wants that to trickle into Bitcoin next.
If the bounce fails, he's watching $76,000 as support.
CT says pumpfun is dead.
@CryptoWithKris checked the revenue instead: Pump fun made $67 million in the last 30 days.
That's third in all of crypto, behind only the two giant stablecoin issuers. Ahead of Hyperliquid and Tron.
It also buys back and burns with that revenue, so holders get paid directly.
In honour of Druck gracing us with a tweet, here he is on Real Vision back in the day on the one thing that moves markets: liquidity.
Warsh can't cut rates and is too scared to raise them.
Maleeha Bengali (@MaleehaMBCC) calls him "a dove in hawk's clothing", buying six to eight weeks while he waits for the AI data or a slowdown.
Unusual Machines makes US-made drone parts that meet Pentagon sourcing rules, and it just landed a $16.9 million order.
One Real Vision member is long into its Q3 results.
Also this week: an earnings call on Alphabet and a macro note on why the post-midterm window has beaten every other stretch of the election cycle for the S&P 500 since 1942.
Palvatar walks through the most interesting trade ideas from inside the Real Vision platform.
USDC has shrunk since March. So has @Circle.
It earns about 95% of its revenue by parking USDC reserves in T-bills. So the stock only goes up if more USDC gets minted or rates go up.
But neither is happening.
USDC supply peaked at $79.6 billion in March and is $71.4 billion today while the 3-month yield has dropped to 4.2%.
Until USDC supply turns back up, $CRCL trades on rates, not on crypto.
@cryptowithkris and @bruggeanico on Circle, USDC and the rest of the week’s charts
Full episode: xitter.gq/i/broadcasts/1rmxPvvoX…
"2027 is the power year of the AI buildout."
Data centers have the chips. Roughly a third of announced sites are still delayed because they can't get the power to switch on.
@AndreasSteno and @RosenvoldGeo break down how RV member Frederik B. is playing that bottleneck in the Trading League with $NUAI.
Submit your three best trade ideas in the Real Vision Trading League for a shot at $100,000 in prizes.
Free to enter: realvision.com/your-future?u…
Shorting an AI darling won Andy B. $5,000 in Week 1 of the Trading League.
With CoreWeave paying 15% on its bonds, Andy used a 2x inverse ETF ($CORD) to bet against its balance sheet for a 23% gain.
@RosenvoldGeo and @AndreasSteno break down the winning trade from last week.
We’re in the Week 2 of the Trading League with another $5,000 prize for the best trade.
Enter the Real Vision Trading League, submit your trade ideas and stand a chance to win upto $100k in prizes: realvision.com/your-future?u…
The economy cannot cope with interest rates at these levels, says @AndreasSteno.
If the Fed acknowledges tighter financial conditions today, he puts the broad equity market "one message away from a short squeeze."
Real Vision retweeted
Something cooking at @RealVision ; a better way to understand token value accrual, i.e., a quality screener. More to follow as I roll out more tools from the Helios Analytics crypto terminal to subscribers.
“You cannot really argue with the bond market.”
@AndreasSteno says the AI build-out needs the bond market’s money, but the bond market doesn’t trust it yet.
When Anthropic asks for more compute, Amazon and Alphabet have to build it, and that takes capital.
So the Mag 7’s real job this week is convincing lenders. You cannot call them wrong and still get funded.
What if the AI price crash the bears are waiting for has already happened?
@AndreasSteno argues the price of a token is down about 95% in two years once you account for how much better the models are.Â
You pay roughly the same, but you get far more, the same way inflation stats measure an iPhone.