Real Vision @RealVision
The premier marketplace for crowdsourced investor intelligence. app.realvision.com Get FREE access 👉 Joined January 2014-
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Andreas Steno Larsen breaks down the full read inside Real Vision: app.realvision.com/?utm_medium=so…
Steno: Despite hikes, despite oil wars the economic cycle is not budging. Korea’s first-20-day exports are up almost 80% year on year, semis up around 250%, the rest of the basket around 20%. Korea prints first, so it's typically the earliest gauge of the global cycle, and it just accelerated against comps that are supposed to be impossible to beat.
@AndreasSteno .@AndreasSteno reads the macro tape every Monday on Macro Mondays. Free on Real Vision: app.realvision.com/?utm_medium=so…
A Fed hike. A hawkish Warsh. A hot core CPI print. Every reason for stocks to fall, and they accelerated anyway. That's exhausted positioning, says @AndreasSteno. Everyone's crowded on the bearish side, so there's no one left to do the selling. His read: a pretty good sign better times are ahead.
That's today's read, straight from the dashboard. Setup of the Day tracks every sector's trend and whether it's speeding up or fading, refreshed daily after the US close, inside Real Vision. Create your free account and track it every day: app.realvision.com/?utm_medium=so…
Only 3 of 12 sectors are beating the market right now. Energy leads on the oil bid, Healthcare behind it. At the bottom, the rate-sensitives: Utilities and Real Estate are getting crushed with yields at highs, and Semis are dead last at -15%. But look at the arrows. Semis and Tech are both speeding up this month while crypto's in an uptrend. Risk appetite isn't gone, it's selective. If the turn in Semis holds, equity risk may be following crypto back up.
@RaoulGMI @token2049 Full price is $299. REALVISION50 gets you 50% off: luma.com/SuiBasecamp202…
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.
Check Market Pulse any time of the day or night inside Real Vision. Updated as the market moves: app.realvision.com/?utm_medium=so…
Midweek market Pulse check. The Nasdaq notched another record close, powered by fresh AI optimism as Apple, AMD, and CrowdStrike punched new 52-week highs. The Dow lagged, down 150 points, while copper hit an all-time high, up over 70% since January 2025 and flashing a signal for global growth. That's today's read, straight from The Pulse on Real Vision.
New question every week. Ask it yourself, free on every account: realvision.com
"why is everything up all of a sudden?" We gave RV Brain the question everyone's asking this week. Short version: everything isn't. The leaders are small caps and bonds, not the usual mega-cap names. Leadership is rotating. The screenshot has the full read.
Andrew McCormick's full conversation with Ash Bennington is on the Real Vision YouTube: youtube.com/watch?v=vUeLyB…
Tokenized equities open up the days of the week and hours of the day to international markets. If you're in France or Singapore, US markets open in the middle of your evening, so you're at dinner or at work while the window you get is open. Andrew McCormick, Head of Institutional at Chainlink Labs, spent 15 years trading equities, and his case is simple: the market keeps hours, your life doesn't.
@AndreasSteno Watch @AndreasSteno and @RosenvoldGeo breaking down the markets every Monday. Watch Macro Mondays for free on Real Vision: app.realvision.com/signup
Both US and China are dealing with high energy costs right now. Oil spiked after the Iran war, and both administrations are feeling it. @AndreasSteno points out that since the war, neither side has pushed the trade war as hard. The rivalry cooled because the shared problem got bigger than the fight.
Bijan’s read from last week aged pretty well. NEAR's up 70% since this tweet.
NEAR was nearly dead for months, until February, when it started buying itself. 100% of intents fees now buy NEAR on the open market, so value flows to the token instead of the treasury. Same playbook that moved HYPE and BNB. Bijan Maleki's read: between the buyback and the
This week's Trade of the Week is a fresh one: a $PYTH long, opened 19 September at $0.06. Pyth is the largest first party oracle in DeFi, and the data business is growing: $10.4m in annual revenue reported this month, and Kalshi just filed for gold and silver perps priced on their feeds. The thesis: growing revenue, a live buyback that sends a cut of it to the token, and no major unlock until next May. In, out, or watching? Trade of the week goes to Alex Wolff.
By the time you've set up your profile and watchlist, you've knocked a real chunk off your first month. Start here: app.realvision.com
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.
Raoul Pal @RaoulGMI
1.5M Followers 2K Following Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.
Will @WClemente
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Andreas Steno Larsen @AndreasSteno
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