Hi all,
On the intro to today's Real Vision Daily Briefing, @Weston Nakamura shared with me his chart-heavy analysis on the growth/value, USD/JPY, and the woes of the Central Bank of Turkey.Â
Due to the limited time, we sped through all of the charts. But in this video below, Weston and I go in greater detail on specific trade ideas, as well as on Japanese retail traders, who Weston argues are hidden drivers of FX volatility:
@Dean W thanks for your insightful chart on SPX and BTC correlation (https://exchange.realvision.com/question/how-correlated-is-bitcoin-to-the-spx-thanks-5fcaa7041887b8666245c52d?answerId=5fcc253e8af60e097c910888)
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And here I thought I was the only one clipping off rebates on long ZARJPY haha.
Thanks Weston and Jack. Â The insight into the retail is seriously good and eye-opening. Â I remember the Mrs Wantanabe - her kids have game-ified the whole thing. Â
The margin for the TRY v USD  is surprising.  Normally the liquidity would mean the opposite.  Interesting  Thanks again.Â
what an amazing video thanks guys and @Weston Nakamura is amazing the ideas and how you see things
thanks all you videos are really helpful
@Jack Farley you have to do it again it was excellent Â
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Dean, as you obviously know by now, I cited your chart but kept it as âfrom a community memberâ and purposely didnât use your name on RVDB, particularly as you are choosing to go by a single letter last name, for whatever reason that is, just wanted to respect your preference for anonymity. So I donât even know if youre cool with it / not (until your seemingly cool reaction above). But  chart you produced in order to help answer a question, which then led to me noticing the corr pattern / you and I discussing, which then stuck in my mind among the thousand other cross asset global asset markets and securities on my radar enough for me to select and feature on RVDB. I can guess with conviction- all of this wasnât the outcome path you expected when you were just helping out with a seemingly innocuous query? And if you think that such an outcome is a positive for you (I certainly do), or even if you donât, I hope you  just acknowledge the network effects of value contribution, no matter how small it may seem at the moment. If you had answered the SPX BTC correlation question offline / anywhere but the exchange, it would already have been long forgotten. But because you did it on the exchange, its now alive. as i said previously, i donât think this is purely BTC options expiry related due to timing and my other charts i posted but didnât get to discuss., And if itâs potentially signaling the far larger possible implications of âthe institutionalizationâ of BTC price action behavior on the rise, and leads us down a path of community analysis that nails it before the rest do, then once again Iâm right about the collective community > any other market participant at the single level in intellect and market edge, be it some lone retail trader, a giant but reclusive hedge fund, or some gov regulatorsÂ
so- good job, and Iâm hoping you keep your eyes on the chart(s) and share- because just like this one, someone else might catch something you may have missed / vice versa with you & other peoples stuff. @Matt Daniell gets this. So itâs now on the broader radar screenÂ