Macro
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X @Raoul Pal
Raoul Pal· 2025-08-17 18:09
Love these ongoing RV Meet Ups around the world. Stay peeled for the next one in your city or region...Penny (@money_penny_NFT):Another amazing @RealVision community meetup!Yesterday RV Visionaries gathered at the beach in Vancouver, for laughs, charts, and plenty of macro + crypto talk.Big thanks to @Staveley22 for being the hostess with the mostess, Dave for being chef and to everyone who came out https://t.co/9FU3DfZ7eK ...
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-08-05 16:02
Market Focus - The content focuses on discussions about markets, macroeconomics, Bitcoin (BTC), and memes [1] Platform - Discussions are live on Kick [1]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-08-05 15:41
Macroeconomic Factors & Monetary Policy - Discussion on macroeconomics, jobs data, and potential actions by Federal Reserve Chairman Jerome Powell [1] - Analysis of whether Bitcoin is becoming a new hurdle rate for investment decisions [1] Cryptocurrency Market Analysis - Projecting winners and losers in the cryptocurrency space [1] - Sharing insights on current cryptocurrency trading strategies [1] Event Details - Promotion of a live broadcast called "UNDER EXPOSED" on Kick and Spaces platforms [1] - The broadcast will cover various topics related to macroeconomics, the cryptocurrency market, and trading strategies [1]
X @Raoul Pal
Raoul Pal· 2025-08-04 14:03
Market Overview - Real Vision presents a weekly macro setup analysis [1] - The analysis features Andreas Steno and RosenvoldGeo [1]
X @Raoul Pal
Raoul Pal· 2025-08-03 13:00
Earnings & Market Performance - S&P 500 Q2 Earnings Season: 66% of companies have reported, with earnings beating estimates by 8.1% [2] - Bitcoin at $114K, and what the company believes comes next [2] Macroeconomic Analysis - July ISM report analysis [2] - Analysis of the -258K two-month NFP revision [2] - Views on Inflation, Liquidity, Sentiment & Positioning [2] - Current Macro Season: Risk-on or Risk-off? [2] Key Indicators - Bitcoin Dominance [2] - Monitoring key visuals [1]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-07-29 15:51
Macroeconomic & Financial Markets - Discussion on Macro and FOMC (Federal Open Market Committee) [1] - Analysis of ETH (Ethereum) and the TreasuryCo dilemma [1] NFT Market - Examination of CryptoPunks' performance and the sustainability of the NFT rally [1] - Discussion on NFT trading strategies [1] Event Details - Live discussion on Kick and Spaces at 12 pm ET [1]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-07-22 16:04
Market Overview - The report discusses macro trends, ETH (Ethereum), SOL (Solana), the Punk sweep, and NFT SZN (NFT Season) [1] - The report covers what the company is trading [1] Cryptocurrency & NFT Analysis - Focus on ETH (Ethereum) and SOL (Solana) [1] - Discussion of the Punk sweep and NFT SZN (NFT Season), indicating activity in the NFT market [1]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-07-22 15:44
Live for UNDER EXPOSED in 20 minutes!We are talking Macro, ETH outperformance, SOL come up, NFT SZN + a lot moreJoin us live at 12 pm ET on Kick (no spaces)!UNDER EXPOSED (@UnderExposedFM):Under Exposed is back on in 20 minutes!Join @Tyler_Did_It, @DeeZe, @CSURAM88 & @0xGeebz as they discuss:• ETH outperformance• SOL next?• 45 Cryptopunks sweep& moreSet your reminders ⬇️ https://t.co/fdkjQ5lrkS ...
IBIT: Still The Best Gateway To The Hardest Asset In The Market
Seeking Alpha· 2025-07-17 15:07
Group 1 - The investment strategy involves a balanced portfolio of low-cost funds and single stocks, with a focus on long-term holding of at least 10 years [1] - The market is viewed as a meeting point between demand and supply, emphasizing the importance of predicting human behavior over traditional metrics like P/E ratios [1] - Current bullish positions include AMD, PLTR, TSLA, broad US equities, and Bitcoin, indicating a positive outlook on these assets [1] Group 2 - The approach to investing requires ingenuity, curiosity, and a willingness to go against prevailing trends, highlighting a unique perspective on market dynamics [1] - There is an emphasis on understanding sectors, industries, and long-term growth trends beyond mere numerical analysis [1] - The investor is based in Geneva, Switzerland, and has a Master's Degree in Business, suggesting a strong educational background in finance [1]
Why Is The Market Sleeping On MARA Holdings?
Seeking Alpha· 2025-07-16 11:45
Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Group 1: Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] - The analysis of stocks goes beyond P/E ratios, focusing on supply and demand dynamics and predicting human behavior [1] Group 2: Market Perspective - The market is viewed as a meeting point of demand and supply, with a strong emphasis on understanding market sentiment and momentum [1] - There is a belief that many investors do not fully grasp the forward-looking nature of the market [1] - The approach to investing requires creativity, curiosity, and a willingness to go against prevailing trends [1] Group 3: Current Investment Focus - The current bullish outlook includes companies such as AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]