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While we are all stuck discussing metals versus Bitcoin on this platform, we are in several HIGH conviction equity trades up >50% ytd @RealVision
There are so many good themes and niches that do not get enough attention while pundits battle it out in the debasement space
I still love the overall long metals trade and see it running until late March or early April on benign USD inflation
It is one of the core topics in my portfolio still and has been for a long time
#RVPro is the ultimate macro and crypto experience.
@KevHms @RealVision Pro for the full live portfolio, but you will receive bits and pieces from me on all tiers
Off to a great start to the year, especially in Drones, Decoupling (between US and China) and Robotics plays
We run risk across a range of themes and update it live!
@RealVision @RaoulGMI @BittelJulien $BTC EOY Call: $240k
Forget the Fed, the real catalyst is distribution.
Apple drops a native self-custody LN wallet right into iMessage.
1.5 BILLION normies get keys, overnight. This isn't institutional paper $BTC, this is mass adoption via real P2P utility. #RVPro
We flipped from long oil to long Copper during the Iran-turbulence a few weeks back and cited the upcoming 232 tariffs as the trigger.
Copper is up >15% since and booming today!
Stay ahead of the curve with a pro subscription @RealVision !
#RVPro = The best alpha generator
@RaoulGMI @BittelJulien I was waiting for “Shooting the shit: Round 8”!
Simply the best alpha generator. And it’s also fun!
Markets typically go up a lot on US intervention (without boots on the ground) in conflict with an energy angle to it
Full study here -> https://t.co/67M0gBzKtf
Or @RealVision pro-tier
Thanks for reading. This thread wouldn't be possible without @Jamie1Coutts & his Deep Dive reports on #RVPro.
If you liked this one, I'm pretty sure you'll enjoy a story of debt and manipulation: Why the American Dream is Dead 💀🇺🇸
👇 Enjoy! https://t.co/zvp6c3VMZE
🚨 The American Dream is dead.
This isn’t opinion. It’s a pattern that’s been repeating for 100 years.
Everything you were told… was a lie. [🧵thread]
![paulguerratv's tweet photo. 🚨 The American Dream is dead.
This isn’t opinion. It’s a pattern that’s been repeating for 100 years.
Everything you were told… was a lie. [🧵thread]](https://pbs.twimg.com/media/GqtEf-zXYAARH6D.jpg)
🔥 Hot off the digital press 🔥
A new Deep Dive report on #Bitcoin by the one and only, @Jamie1Coutts.
*For #RVPro members only
Stay tuned… #RVPro
Just finished v1 of my Bitcoin Cycle Risk Framework—something I’ve been meaning to build for years.
After weeks of LLM crashes, token limits & obsessive iteration… it’s finally done.
Bitcoin is cyclical. This model tracks why it moves: liquidity, leverage, behaviour.
It doesn’t claim to predict tops or bottoms—but through a well-grounded framework, it does a damn good job of identifying when risk is rising, extreme, or receding, overdone.
Report drops on @RealVision by the end of the week.
Two weeks ago, I published my report, "The Bullish Trinity," on @realvision.
1. Max Fear
2. Equities Breadth Thrust
3. Bullish Macro Regime
Rarely do we see a confluence of supportive conditions for risk assets. At the end of March and early April, as panic set in, I used the Bullish Trinity signposts to argue that Bitcoin would likely reach new all-time highs (ATHS) by the End of May or June. Lets see.
#RVPro - Is September Set for a Big Market Flush? What Happens Next? 👀
👇 Get FREE ACCESS to Real Vision https://t.co/Utrlpfn8HQ
🥇 There is a wealth of content with the top minds in finance, learning courses, research reports, AMAs, the macro investing tool, unique experiences, and deeper insights in our #RVPlus and #RVPro tiers.
However, we also provide valuable alpha for free on #RVFree.
👇 Join today: https://t.co/2Bq8cQx3fM
@PeterLBrandt Stay on @RealVision @RaoulGMI
The paywall keeps a lot out!
#promacro #procrypto member
#alwaysbelearning
You are the #Professor
💡 Well done Andrew (#RVPro member from 🇨🇦)
His #tradeidea is featured today.
This is one of the greatest features of RV: Getting alpha & growing with the network 🌱
Want to get more ideas w/ entry price, position size, stop loss, take profit & risk/reward?
Join RV
Enjoy your next trip to a state park with these helpful tips from an RVer like you!
#RVers #RVPro #StateParks
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