Real Vision

There are two types of traders: 1. “Trust me bro.” 2. Clear thesis. Defined risk. Public conviction The Arena is for #2. Trade ideas competition. Mar 16-31. $25k+ in prizes. Get ready...👇 rvtv.io/4r8xwDX

From a bevy of trade ideas from The Arena, to must-watch content, check it out at 1PM ET/10AM PT: x.com/i/broadcasts/1…

🧠 Let's Wrap Up a Week of Alpha 🧠 @goldmembrrr and @bruggeanico are back to recap an amazing week of Alpha across Real Vision.

We've launched The Arena, a trade ideas competition running until March 31. The highest-ROI trade wins $7,500 plus a year of RV Pro. Entry requires RV Connect, which is $20/month during the competition. You can find the details at realvision.com/arena.

🚨 Oil steady, stocks fall, crypto flat. Here’s what’s moving this Friday by @RaoulGMI’s AI Avatar aka PALvatar: 🛢 Brent stabilizes after $118 spike; oil fails to lift sentiment 📉 Nikkei -3.4%; S&P 500 down ~5% from January highs 🏦 Hawkish Fed, BoE tone keeps pressure on markets 🇬🇧 UK borrowing £14.3B; 10Y gilt hits 4.94% 🇩🇪 German PPI -0.5%; Eurozone surplus jumps to €38B 🪙 Bitcoin near $70K; altcoin volume down 80%

Sharpen your skills 👇 rvtv.io/4r8xwDX

Most traders say they want feedback. Until they get it. The Arena is not a compliment factory.

The Onchain Volatility Layer : Crypto's Next DeFi Vertical On-chain perps went from irrelevant to $7.5 trillion in annual volume. 382% YoY growth. ~7-9% of the CEX market share, accelerating. Options are a $3.2 trillion market with on-chain penetration below 1%. Global exchange-traded options hit 177 billion contracts in 2024. Sixth consecutive record year. US listed options alone run $4T in daily notional. Growing 42% in 2025. Same structural forces. Harder to build. Massive prize. I spent the past weeks mapping the on-chain options vertical and landed on @DeriveXYZ, the only protocol that survived the graveyard by making an architectural bet the rest didn't. Full valuation, tokenomics breakdown, competitive threats, and how it fits in the portfolio. New Deep Dive out now for @RealVision Pro members.

The Arena. Still open until Mar 31. rvtv.io/4r8xwDX

Four days into The Arena and the ideas are looking strong. This isn’t guesswork. It’s structure. Discipline. Knowing what breaks the trade. This is what’s being shared inside: 👇

The four-year cycle isn't the story anymore. Ed and TJ from @parataxis_cap joined me to break down what actually drives crypto from here. Liquidity, macro, ETF flows and, the coming wave of AI agents. As ever, please enjoy!

@MajorDuffles @RaoulGMI @farzyness Haaaave you looked at realvision.com?

@RaoulGMI @farzyness @RealVision Proof of life is needed sir, preferably with a coffee shop, showing 4 fingers and a thumb.

Tesla FSD is nothing short of magic. Just rented a Cybertruck, picked it up at the airport and it drove us directly to the Airbnb. None of the stress of a new city, new roads, new car. Had it for 5 days and never drove myself. It drove perfectly. So easy and liberating

@chriskendo11 @cryptocondor_cc @BittelJulien @RaoulGMI realvision.com - where the discourse is much more civilised.

@cryptocondor_cc @BittelJulien @RealVision @RaoulGMI It’s fucking embarrassing these clowns from @RealVision Where have these cowards been hiding this year? Be brave and face the music @BittelJulien

I posted this earlier in the week on @RealVision, but thought it was worth sharing here as well, just to give everyone something to think about. If you step back and look at the data, something interesting is happening in markets right now… When you line up liquidity with equities, you get this (chart 1).   And then compare that with the same liquidity measure versus Bitcoin (chart 2), a simple truth emerges: Both cannot be right...   Either equities are fundamentally mispricing liquidity despite trading near record highs, or Bitcoin is correctly signaling that the liquidity cycle has already peaked and that risk assets are about to roll over. Only one of these outcomes can ultimately be correct.   Now let’s separate data from opinion for a moment...   The data is clear: Global liquidity has not yet peaked.   Now to my subjective view…   I think Bitcoin remains the outlier here, and that the events around 10/10 temporarily distorted price discovery, for reasons I’ve discussed at length previously.    Equities, credit, and broader risk assets are behaving exactly as you would expect in a rising liquidity regime. They’re hovering near all-time highs...   Bitcoin, by contrast, is pricing a liquidity peak that the data simply does not support at this stage.   At some point you have to step back and ask: Is it more likely that one asset is right, or that every other BTC-correlated risk asset is wrong (chart 3)?   If you then layer in broader financial conditions, it stops being about opinion and becomes more about probabilities (chart 4). What really stands out to me is the sheer magnitude of the “Excess Fear Gaps” that have opened up relative to the macro and liquidity fundamentals.   Right now, the weight of the evidence suggests liquidity is still rising and, in our view, will continue to rise, and that is what risk assets are reflecting.   That means Bitcoin is the anomaly.   What I’ve done here is present the data objectively and my view subjectively.   This is the battlefield for 2026.   The bull versus bear debate comes down to one thing and one thing only: The direction of global liquidity...

Got a trade idea you actually believe in? Submit it to The Arena on Real Vision. Leaderboard ranked by ROI. Closes March 31. realvision.com/arena

🚨 Oil spikes, central banks pause, markets drop. Here’s what’s moving today by @RaoulGMI’s AI Avatar aka PALvatar: 🛢 Brent hits $118; LNG prices surge 25% on Gulf attacks 🏦 Fed, ECB, BoE, BoJ all hold; rate cut bets fade 📉 Nikkei -3.4%; Europe -2%; U.S. set to extend losses 🤖 Micron -5% despite earnings beat; CapEx spooks investors 💥 $500M liquidations as Bitcoin drops below $70K 🪙 SEC clears path for tokenized stocks on Nasdaq

@comodouglas I'm just the messenger 🥺

@RealVision It hurts my heart to hear you even say such a thing…

BTC going down? In The Arena that's an opportunity...

Can you do better? Join the competition for a chance to win $7,500 👇 rvtv.io/4r8xwDX

First place wins $7,500 👀

Join the competition 👇 rvtv.io/4r8xwDX

You learn more from one sharp challenge than 50 bullish comments. That’s the Arena. Open until Mar 31.