Real Vision
@RealVision
The premier marketplace for crowdsourced investor intelligence.
1.8K Following 392.9K Followers
we asked the best trader on the Real Vision team for ONE trading tip for socials and he produced a ten page annotated document…
whatever you do, do NOT reply ‘trade’ to this post or else we’re contractually obliged to send it to you free of charge
Please!! Dan is in Mykonos this week and we’re a man down!! Do NOT reply trade
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The next $5 trillion in transactions won't be human.
That's the premise at Sui Basecamp 2026, and @RaoulGMI is on the speaker list. Oct 7 and 8, Marina Bay Sands, Singapore, with @token2049.
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Real Vision pays you to sign up.
You get 1,000 Visionary Points just for creating an account. Points are credit toward your membership, so that's $10 off any plan before you've done anything. Then the platform gives you five quests, and completing them earns you more points on top.
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Palvatar posts every day inside Real Vision.
Thursdays are the theme of the week edition. Free account gets all of it:
The panel on this week's Pro Crypto Roundtable thinks the crypto bear market ended in August.
The catch: this cycle is selective. Tokenization rails, stablecoin infrastructure, and quality platforms over broad alt plays.
Plus, why the AI capex boom has become the entire macro story.
Palvatar breaks down the full view in this week's theme of the week.
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Come and wrap up the week with @goldmembrrr and @A_Osinski LIVE. Chatting markets, new RV dashboards, best community notes, and whatever else comes to mind.
Palvatar changes it up this week. Instead of the usual roundup, one idea gets the full treatment.
An Alpha member is calling this Bitcoin's inflection point. His case rests on a signal that's only fired five times since 2012, and on what price did after every single one.
He's put a number on the odds of a new low. It's low enough that he's treating any dip from here as the entry.
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Andreas Steno Larsen: the Anthropic IPO is four or five weeks out, and he's tempted to say it disappoints.
His read is that Anthropic has clearly lost momentum since the end of June, and it's capacity constrained. Of the big three fighting for the podium in AI, that leaves it carrying the least momentum right now.
Guess who isn't capacity constrained. SpaceX and OpenAI. He's never been more tempted by SpaceX than right now.
Andreas Steno Larsen on Real Vision's Member Portfolio Review, September 4.
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You know you've made it when @grok refers to you for the homework.
Guess who’s back.
Real Vision app is relaunched, and it brought the whole platform with it.
RV Brain, Portfolio, Data Center, basically everything you run on the web now runs from your phone.
No more waiting till you're back at your desk.
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The most unprofessional show on the internet is back.
As usual, @RaoulGMI used the occasion to address your philistine behaviour.
Warning: watch with caution. Feelings might have been hurt.
And, somewhere in between, the state of the market was allegedly addressed.
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Raoul takes on Raoul.
Whose side are you on?
The level of confidence needed to introduce yourself as the smartest person you’ve ever met…
Jokes aside, it's free and it's actually very good (the AI version of Raoul Pal).
It's trained on 35 years of macro work.
Ask it where we are in the cycle. Upload a chart and ask what it sees. Ask which wine goes well with your dinner.
Talk to Raoul here:
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In case you missed it, don't forget to check out tonight's Drinks with @RaoulGMI. A special guest even stops by!
The features are new. The vocabulary is not.
Tomorrow at 4pm PST/ 7pm EST: Drinks with Raoul.
Booze, chaos, markets, and somewhere in the middle he walks through everything we've added to the platform.
Streaming live on Real Vision and YouTube. Headphones advised if you're in public.
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@AndreasSteno please never say pawn shop out loud again.
Pronunciation aside: he says a repo is essentially a pawn shop trade.
Hand the bank a Treasury like you'd hand over a Rolex, borrow against it and reverse it later. Run the loop over and over. That's the leverage.
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In early 2022, Kris Bullock joined Real Vision as a subscriber. He was solid at TA, but by his own account, had very little macro knowledge.
As of August 1, he's a hedge fund manager running a directional crypto strategy.
Here's how that happened:
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The most expensive compute deal on record was a panic buy.
That's how @AndreasSteno reads Anthropic's SpaceX deal, made as the company ran out of capacity.
He does not buy the story that Claude's flat revenue since early June came from corporates cutting budgets, because spending per employee is up everywhere over the same stretch.
His read: An uptick is forming and the flatline was Claude telling users to hold.
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Bessent is taking a sledgehammer to the dollar trade, and AI’s biggest rivals are squaring off.
@AndreasSteno and @rosenvoldgeo are live for Macro Mondays.
