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Real Vision Daily Briefing
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Daily macro and markets briefing.

In the last 30 days, Real Vision Daily Briefing produced 12 attributed ideas; most-discussed: NVDA.

0
Ideas · 7d
12
Ideas · 30d
351
Ideas · all time
108
Episodes
Names this show discusses most
90D
NVDA · 1

Theses first heard here · 24

Hyperliquid's Kraken integration removes user frictionFIRST HEARD 16 SEP
FOMC outcomes all long-term bullish for BitcoinFIRST HEARD 16 SEP
Bitcoin's core diversification thesis remains intactFIRST HEARD 16 SEP
Near as the universal liquidity and privacy layerFIRST HEARD 16 SEP
Near benefits from Zcash and AI agenticsFIRST HEARD 9 SEP
Latest attributed ideas · most recent first
5 OCT2W AGOHow Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Yield curve signals broken in new regime
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5 OCT2W AGOHow Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
AI faces political NIMBY and regulatory risk
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5 OCT2W AGOHow Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Hold semiconductors until Korean data cracks
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5 OCT2W AGOHow Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Political instability risks overstated in UK
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21 SEP21 SEPAre Markets About to Take Off Again?
South Korean export boom confirms cycle strength
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21 SEP21 SEPAre Markets About to Take Off Again?
Exhausted positioning signals market rebound
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21 SEP21 SEPAre Markets About to Take Off Again?
AI and crypto as tandem trades
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21 SEP21 SEPAre Markets About to Take Off Again?
Trump-Xi summit de-escalates trade war fears
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21 SEP21 SEPAre Markets About to Take Off Again?
Crypto's healthier rally on agent economy use
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21 SEP21 SEPAre Markets About to Take Off Again?
Crypto rally driven by short dollar trade
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21 SEP21 SEPAre Markets About to Take Off Again?
Long semiconductor, gold, and crypto sleeves
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21 SEP21 SEPAre Markets About to Take Off Again?
Middle East conflict past peak escalation
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Ripple automates trading with creator risk controls
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
FOMC outcomes all long-term bullish for Bitcoin
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
ETH/BTC chart shows structural breakout
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Ethereum ETF inflows outpace Bitcoin
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Hyperliquid's white-label back-end strategy
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Clarity Act failure not a crypto bull market foundation
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
FOMC outcome as Bitcoin's macro catalyst
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
FOMC outcome signals via bond yields
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Hyperliquid's Kraken integration removes user friction
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Altcoin market requires more selectivity
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Hyperliquid as primary crypto integration for Ripple
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Bitcoin as the clean monetary debasement trade
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
On-chain options for capital-efficient crypto exposure
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Tokenization as a tailwind for Ethereum
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Zcash and Near benefit from privacy trade linkage
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Ripple as a distribution engine for systematic traders
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Venice AI token hits all-time highs on real-world use
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Uniswap shows relative strength versus major cryptos
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION