Real Vision: Finance & Investing

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening - conditions that could become increasingly supportive for bitcoin, gold, and other risk assets.

Kris also digs into PUMP, which has recently overtaken Hyperliquid in 30-day protocol revenue, and explains why he’s considering adding it to the Real Vision model portfolio. They compare the setup with HYPE, run through the usual crypto charts, and look for the strongest opportunities across the market.

👉 Have a question for Kris? Join the live show every Monday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z.

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Timestamps:
00:00 - Why Crypto Is Surging: Treasury Buybacks & Falling Yields
02:04 - Treasury Buybacks, the Dollar & Bullish Financial Conditions
03:00 - SEC & CFTC Crypto Policy: What Happens Without the CLARITY Act?
04:02 - Crypto’s Biggest Short Squeeze in Years
07:39 - ETF Flows & U.S. Crypto Demand Show Signs of Life
10:54 - Bitcoin Rally: Is a Trend Reversal Starting?
13:59 - Ethereum, Solana & Sui: Which Crypto Is Leading?
17:41 - Hyperliquid Rebounds as HYPE Flips Bullish
18:35 - PUMP Beats Hyperliquid on Crypto Revenue
22:10 - Ansem’s Solana Launchpad & the Meme Coin Economy
26:20 - Venice & Morpho: Crypto’s Relative Strength Leaders
29:40 - PUMP, Morpho or Bitcoin? Kris Eyes His Next Trade
32:41 - Robinhood Chain: The New Crypto Ecosystem to Watch
42:28 - Zcash & Monero Break Out as Privacy Coins Rally
46:51 - Ondo, Aerodrome & the DeFi Tokens to Watch
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Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on military exercises in South Korea, and Andreas lays out the trades he likes right now in the current macro regime.

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Timestamps:
00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning
05:02 - US Consumer Strength vs Record-Low Sentiment: What’s Really Going On
10:41 - Why the Fed Could Be Wrong-Footed by Falling Inflation
13:07 - Four Reasons US Inflation Is Cooling Faster Than Expected
18:45 - Could Goldilocks Change the Midterm Election Outlook?
19:36 - Trump, South Korea, and the Growing Risk to Asia’s AI Supply Chain
22:08 - High-Bandwidth Memory, China, and the US Export-Control Problem
24:31 - Micron, Memory Stocks, and Why the AI Trade May Still Be Early
26:34 - The Best Macro Trade Now: Own Inflation Where the Fed Can’t See It
29:31 - Why a Weaker Dollar Could Unlock the Next Leg of the Rally
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Bijan Maleki and Kris Bullock join Real Vision members to break down the crypto charts, market conditions, and trades that matter right now. They examine Bitcoin and PAXG, as gold begins to show strength again and outpace BTC. They also run through the altcoins showing interesting setups and take live questions from Real Vision members.

👉 Have a question for Kris? Join our Discord channel: https://discord.gg/FTQsrUhD9Z.

Let Monarch do your financial 'spring cleaning' for you!
Use code REALVISION at Monarch.com to get your first year half off at just $50.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at ⁠https://us.plus500.com⁠. Trading in futures involves the risk of loss.

Timestamps:
00:00 - Trading the Markets: Bitcoin, Gold & AI
02:34 - Bitcoin Stalls as ETF Flows Drive the Market
04:50 - Gold Is Outperforming Bitcoin
07:33 - Will the Clarity Act Delay Hurt Crypto?
11:17 - Near Breaks Down as Pump Gains Momentum
15:15 - Hyperliquid, Venice & Monero Show Strength
20:18 - Sui, Solana & Ethereum: Why Layer 1s Are Struggling
29:09 - Why the Bitcoin Halving Didn’t Deliver
33:00 - BNB: Is the Bottom Finally Forming?
36:10 - The Best AI Energy & Data Center Stocks
38:30 - AI Infrastructure: Optics, Nvidia & Semiconductors
47:07 - Palantir, Cloudflare & the AI Application Layer
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Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup.

Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

#macromondays #macro #markets #investing #realvision #mikkelrosenvold #andreassteno #stenoresearch #federalreserve #kevinwarsh #businesscycle #interestrates #markets #finance
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Bijan Maleki and Kris Bullock join Real Vision members to break down the crypto charts, market conditions, and trades that matter right now. They examine current financial conditions, which are approaching their most favorable levels in two months. Why that change matters for bitcoin, crypto, and other risk assets before examining the extremely tight volatility squeeze forming around bitcoin near the $64,000 level.

Let Monarch do your financial 'spring cleaning' for you!
Use code REALVISION at Monarch.com to get your first year half off at just $50.

👉 Have a question for Kris? Join our Discord channel: https://discord.gg/FTQsrUhD9Z.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Timestamps:
00:00 - Bitcoin Setup: Is a Major Breakout Coming?
01:12 - Financial Conditions Turn Bullish for Crypto
05:00 - Bitcoin Volatility Squeeze: What Happens Next?
10:03 - Nasdaq, AI Stocks & the Macro Outlook
14:34 - Hyperliquid, Tron & Crypto’s Strongest Charts
19:06 - Ondo, Morpho & the DeFi Leaders to Watch
21:28 - Uniswap Breakout: Is UNI Ready to Run?
24:58 - Zcash, Privacy Coins & the Next Opportunity
27:55 - AI Infrastructure Stocks: Is AAOI a Buy?
33:25 - Gold vs Bitcoin: Where Is Smart Money Going?
41:32 - Top Crypto Picks: Hyperliquid, Uniswap & Ondo

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