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Videos
Videos

The Breakdown 

  • Nick Correa and Jack Farley break down an RV video from this week

Weekly Crypto Deep Dive 

  • Sebastian Moonjava and Seth Dingle to a deep dive into one of the Crypto videos of the week 

Weekend Round Up

  • Weston Nakamura and guests discuss weekly RV videos

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Addressing RVDB from Fri

Regarding the 2 questions on Turkey’s crypto “ban” - I just mentioned in the Hive Mind report of how many countless times the Exchange is ahead with identifying and discussing what’s on people’s minds, and this is exactly what I’m talking about. RVDB films at the end of the day (and this one was live so its airing even earlier) so obviously the first chance to comment has to wait until then. But if you just looked around the Exchange, you’ll have seen this discussion taking place many hours earlier. in which we identify this as Turkey instituting capital controls given their unique central bank situation which I outline, and then some. You don’t need Raoul to tell you the exact same thing, there are plenty of smart people on the Exchange who know what’s going on or at least are discussing it. And these questions of “is Turkey the start of global banning of crypto“ - thats a legitimate question IF you already know about Turkey‘s prior day new guy at central bank first policy meeting holding rates flat at 19%, and THEN you ask. But im quite certain those 2 question askers have zero idea about the backdrop specific to Turkey‘s situation. Just do a quick scan of the Exchange, find this from hours earlier↓

🇹🇷 CBRT bans crypto starting 4/30. Gold positive

...join in the discussion if you want, and then ask Raoul a real question. And no, they weren’t engaged in the Exchange and wanted Raoul’s... (More)

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

EXCHANGE PORTFOLIO Q1 CONFERENCE CALL + 📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE

Forget earnings season, this is the only “conference call” you need to pay attention to.

The Real Vision Exchange Q12021 Portfolio Review with @Weston Nakamura and @Moritz Heiden 

https://vimeo.com/537484193

and of course, don’t forget the latest issue of Inside the Hive Mind of the Real Vision Exchange for the month (2 PDF links below)! 

CLICK HERE FOR THE EXCHANGE PORTFOLIO Q1 2021 REVIEW CONFERENCE CALL SLIDES

📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE REPORT

DOWNLOAD REPORT PDF HERE 

Many thanks to everyone who contributed to the Exchange portfolio - we’re absolutely killing it (again and again)!

Special mentions for the Hive Mind Report:

@Jaymes Rosenthal @Jeremiah S @John Ahearn @Oliver Anderson @Seahyung Park  @Craig P @Seth Dingle @Matt Daniell @Bradley Snyder  @Matt B @Farrell Murphy @Jack Farley @Ash Bennington @Max Wiethe @Haley Draznin @Nick Correa @Sebastian Moonjava 

and of course, a big thank you to @Moritz Heiden @Moritz Seibert at TwoQuants 

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Weekend Roundup: Green & Moses, Author Ash, Asia Crypto, Moritz Heiden & Weston

Why are investors burning money? Had to get this off my chest... (*FIRST ORIGINAL BREAKDOWN*)

In the first ever ORIGINAL episode of The Breakdown, @Nick Correa and I tackle the VIX and VXX and ask the question, why would investors ever enter a trade that is practically guaranteed to lose them money??


@Jeremiah S @John Ahearn @Jaymes Rosenthal @Moritz Heiden @Matt Daniell @Craig P @Bradley Snyder @Sam Colt @Theodore Boydston @thomas cullis @Aneil Pokharel @Dennis Jarvis @Konrad Zawadzki @Joseph J @James J P Mulholland @Xavier Mejido @Master Of Money @Tom Catternan @Kewal Mistry @Jehan Hiramanek @Sean Morgan @Sam Mitchell @John Ahearn @Dan Little @Matthew Lansing @Matthew Lansing @Adam Toth-Fejel @Theodore Freysen @Seahyung Park @Sean Morgan @Bryce G @Dean W @ALLEN AZAR @Oliver Anderson @Andreas Niederberger @Cristofer Atiencia @Lemony Snicket @Brian Caputo @Brian Lee @brian barry @bill foord @Georgii Verbitskii @Max Wiethe @Stefan Clulow @John Fadool @Collin Velarde @James Clark @Daniel Olarte @Paul LaRue @Chris Clark @Roo Larson @Lars Andersson @Matthew Larkin @Larry Lawhorn @Larry Stein @larry cooper @Christian Petersen @Philip Peterkin @David Douglas @David Lack @David Sharp @David Douglas @Marc Liron @Ted Boydston

CHARTS

VIX spikes when stocks plummet... that is something that's very valuable as it's an asset that generates cash when all your other assets are in turmoil (note: you can't own spot VIX. if you could, it would be the world's greatest trade...)

Equities are very positively correlated to the S&P 500

Treasury Bonds are generally negatively correlated (at least in this current regime), and they generate yield - that's why they are thought of as a "positive-carry put."

BUT VIX is... (More)