Art. ArgentumYouTube OSINT
Art. ArgentumHomePredictionForecast QuestionsFinanceInsights, charts, macro, AI trading
My Dashboard
FinanceIntelGeopoliticPoliticsSocietyNew TechStartupEnergyEstateBusiness
INFO
MARKET MEDIA2026-07-16
OPEN SOURCE
CHANNELReal Vision
Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki
BLOCKS
00:00
05:00
10:00
15:00
20:00
25:00
30:00
35:00
40:00
45:00
50:00
11 intervals • swipe left
Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki
Real Vision • 2026-07-16 06:00:45 UTC
Kris Bullock and Bijan Maleki discuss the current macroeconomic factors affecting Bitcoin, emphasizing the ongoing pressure on its price and the search for a significant catalyst among traders.
FULL
00:00–05:00
  • Kris Bullock and Bijan Maleki discuss the current macroeconomic factors affecting Bitcoin, emphasizing the ongoing pressure on its price and the search for a significant catalyst among traders.
FULL
05:00–10:00
  • Financial conditions are tightening, which is expected to limit any material changes in the market until broader liquidity improves.
  • The dollar is rolling over and is about to set a new lower low, which is viewed positively for crypto markets.
  • Bitcoin's price action is nearly the inverse of the dollar's movement, indicating a correlation between liquidity and Bitcoin's performance.
  • Bitcoin is currently below significant moving averages, including the 200-day and 20-week moving averages, suggesting resistance ahead.
  • The CoinMarketCap altcoin season index has risen to 45, indicating a relatively high level of activity in the altcoin market.
  • Our interpretation: The tightening of financial conditions, along with the dollar's decline, suggests that Bitcoin and other cryptocurrencies may face continued resistance in breaking through key moving averages, potentially leading to sideways trading until liquidity conditions improve.
INSTRUMENTS
BTCUSD
I 0.9 • C 0.9
Bitcoin's price action is directly discussed in relation to liquidity and the dollar's movement.
AUDUSD
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
EURUSD
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
GBPUSD
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
NZDUSD
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
USDCAD
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
USDCHF
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
USDDKK
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
USDJPY
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
USDNOK
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
USDPLN
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
USDSEK
I 0.8 • C 0.9
The block discusses the dollar's decline and its correlation with Bitcoin's price action.
FULL
10:00–15:00
  • Only 32% of the top 200 cryptocurrencies are advancing, indicating a significant decline in overall crypto market breadth.
  • While a few cryptocurrencies are performing well, the majority are not, cautioning against viewing this as a sign of a broader market recovery.
  • Ethereum is experiencing a rally, driven by the Robinhood layer two blockchain, which is enabling the trading of real-world assets and tokenized equities.
  • Ethereum's recent performance is noteworthy, as it has surpassed its mega trend line and lost its red dot, indicating potential upward momentum.
  • Despite these positive indicators for Ethereum, the speaker emphasizes the need for it to materially exceed key weekly moving averages to confirm a new uptrend.
FULL
15:00–20:00
  • Ethereum's ongoing technological improvements are overshadowed by a fragmented upgrade path involving layer twos, which may diminish its value for token holders.
  • Gido Labs has introduced the JTX Exchange, designed to operate on the Solana blockchain and compete with decentralized exchanges like Hyperliquid.
  • Gido's revenue model incorporates a buyback and burn strategy for its token holders, potentially increasing its attractiveness as an investment.
  • The JTX Exchange is set to facilitate trading of tokenized and real-world assets, which could lead to rapid market share growth.
  • The potential for Gido and Solana to benefit from the JTX Exchange's adoption suggests a significant development in the crypto landscape.
  • Our interpretation: The launch of the JTX Exchange on Solana, with its buyback and burn strategy, could create upward pressure on Gido's token value, while also enhancing Solana's market position. This development may attract speculative interest in both assets, particularly if the exchange gains traction in the broader market.
INSTRUMENTS
SOLUSD
I 0.8 • C 0.9
The JTX Exchange is set to operate on the Solana blockchain, directly impacting its token value.
ETHUSD
I 0.6 • C 0.8
Ethereum's technological improvements are discussed, indicating its relevance in the crypto market.
FULL
20:00–25:00
  • The DTCC has completed its first live trades of tokenized US securities, marking a significant advancement in the integration of blockchain technology within traditional financial markets.
  • The speaker expresses enthusiasm about the emergence of tokenized stock markets operating on blockchain, a development anticipated since discussions began in 2018.
  • Progress is noted for hyper liquid in the US infrastructure, indicating its gradual acceptance and potential importance in future trading environments.
  • The trading patterns of hyper liquid are increasingly mirroring those of the equity sector, suggesting a shift in market perception of these assets away from traditional crypto classifications.
  • Both hyper liquid and Canton are involved in the settlement of tokenized securities, which may bolster their credibility and adoption within the financial ecosystem.
  • Our interpretation: The integration of tokenized securities into traditional markets via blockchain technology could lead to a reevaluation of crypto assets, as they gain recognition as legitimate financial instruments. This shift may affect investor sentiment and trading strategies, particularly in light of evolving USD liquidity and rate differentials.
INSTRUMENTS
BTCUSD
I 0.8 • C 0.9
Bitcoin is explicitly discussed as being under pressure and affected by macro factors.
ETHUSD
I 0.6 • C 0.7
Ethereum is relevant as part of the broader crypto discussion, especially regarding altcoins.
AUDUSD
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
EURUSD
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
GBPUSD
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
NZDUSD
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
USDCAD
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
USDCHF
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
USDDKK
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
USDJPY
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
USDNOK
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
USDPLN
I 0.5 • C 0.8
The discussion on USD liquidity and rate differentials is central to the block's interpretation.
FULL
25:00–30:00
  • Stocks have shown significant volatility recently, characterized by sideways movement and frequent fluctuations.
  • The speaker anticipates that improving financial conditions will lead to upward momentum in both stocks and hyper liquid assets.
  • Hyper liquid is currently outperforming crypto and is trading closely with the tech sector.
  • Positive headlines regarding traditional finance use cases and regulatory approvals are contributing to bullish sentiment around hyper liquid.
  • While hyper liquid is in a consolidation phase, it is expected to gain momentum once it secures legal access for perpetual contracts in the U.S.
  • Our interpretation: The volatility in stocks and hyper liquid assets suggests a correlation between improving financial conditions and market performance, indicating that as traditional finance integrates with blockchain technology, there may be significant implications for asset classes like equities and crypto.
INSTRUMENTS
SP500
I 0.7 • C 0.8
The block discusses volatility in stocks and the correlation with improving financial conditions.
BTCUSD
I 0.6 • C 0.7
The discussion on Bitcoin's price action and its relationship with macro conditions indicates relevance.
NASDAQ100
I 0.5 • C 0.6
The mention of the tech sector's performance suggests relevance to the Nasdaq index.
AUDUSD
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
EURUSD
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
GBPUSD
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
NZDUSD
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
USDCAD
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
USDCHF
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
USDDKK
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
USDJPY
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
USDNOK
I 0.3 • C 0.7
The discussion on improving financial conditions suggests a potential impact on the US dollar.
FULL
30:00–35:00
  • Zcash is demonstrating relative strength compared to much of the crypto sector, indicating a positive technical outlook.
  • The analysis indicates that Zcash has recovered above its major trend line and is regaining upward momentum.
  • Zcash's recent performance includes a bounce off its 20-week moving average and the initiation of a new weekly uptrend.
  • The market's recovery of Zcash suggests a lack of concern regarding potential fundamental issues, reflecting a shift in sentiment.
  • Zcash, along with Solana, has shown a strong bounce back after being perceived as 'completely dead', which could be interpreted as bullish.
  • Our interpretation: The recent technical strength of Zcash, alongside its recovery from previous fundamental concerns, suggests a potential shift in market sentiment that could lead to increased buying pressure. This may indicate a broader trend where cryptocurrencies with unique use cases could attract more mainstream interest, impacting overall crypto market dynamics.
INSTRUMENTS
SOLUSD
I 0.7 • C 0.8
Solana is mentioned alongside Zcash as showing relative strength.
FULL
35:00–40:00
  • The project has maintained a steady uptrend since the lows in February, indicating consistent market interest.
  • The speaker highlights the necessity of researching projects with strong price action, regardless of personal familiarity.
  • Concerns are raised about the project formerly known as Tom, now rebranded as Graham, which has struggled to gain traction despite its Telegram association.
  • The speaker cautions against purchasing tokens based solely on price action, noting the risks associated with illiquid tokens that can experience significant volatility.
  • Current price action for Graham appears speculative, having recently declined sharply, which adds to doubts about its stability.
FULL
40:00–45:00
  • The speakers note a sideways trend in the price action of Ethereum and Solana.
  • Despite announcing six million transactions per second, Sweet has not shown any recovery in its chart.
  • Sweet's daily active users have fluctuated between 35,000 and 73,000, indicating a downward trend.
  • In contrast, Solana's daily active users hover around five million, reflecting greater adoption.
  • Solana has multiple protocols generating substantial revenue, while Sweet lacks a significant application to drive its adoption.
FULL
45:00–50:00
  • Solana's rise was significantly influenced by the meme coin craze, particularly the launch of Bonk, which brought attention to its ecosystem.
  • Jupiter, a decentralized exchange on Solana, is perceived as superior to other swap DEXes due to its advanced features like automated order processes.
  • For projects like Sweet to gain traction, they need a major catalyst that captures public interest, similar to what Solana experienced.
  • If Sweet does not capitalize on institutional interest or the current market cycle, it may struggle to remain relevant.
  • AeroDrome is one of the few cryptocurrencies performing well, remaining above key moving averages, and benefiting from its integration with Coinbase.
  • If Coinbase were to withdraw support for AeroDrome, it could lead to a significant decline in its usage and investment appeal.
  • Our interpretation: The performance of cryptocurrencies like AeroDrome and Sweet hinges on their ability to attract institutional interest and maintain user engagement, which could dictate their relevance in a competitive market.
INSTRUMENTS
SOLUSD
I 0.8 • C 0.9
Solana's ecosystem was highlighted as being influenced by the meme coin craze.
FULL
50:00–55:00
  • A particular crypto asset has been one of the best performers year to date but is now facing a reckoning.
  • Speculation exists about whether the asset will bounce back like it did in February or if its upward momentum has ended.
  • The speaker believes the AI narrative remains strong, and the asset's real-world adoption will support its price despite recent volatility.
  • Speculative buying may have driven the token price up without sufficient underlying demand from actual users of the product.
  • As speculative positions unwind, the asset may return to a more normal valuation, potentially leading to a recovery.
  • The speaker emphasizes the importance of monitoring financial conditions, indicating that until conditions improve from red to neutral or green, caution is warranted in trading.
  • Our interpretation: The performance of the asset is closely tied to the unwinding of speculative positions and the stabilization of financial conditions, which could dictate its future price trajectory.
INSTRUMENTS
BTCUSD
I 1.0 • C 1.0
The discussion centers on Bitcoin's price action and market sentiment.
INFO
MARKET MEDIA2026-07-13
OPEN SOURCE
CHANNELReal Vision
Why Did the Iran War Restart? | Macro Mondays w/ Andreas Steno & Mikkel Rosenvold
BLOCKS
00:00
05:00
10:00
15:00
20:00
25:00
30:00
7 intervals • swipe left
Why Did the Iran War Restart? | Macro Mondays w/ Andreas Steno & Mikkel Rosenvold
Real Vision • 2026-07-13 16:05:40 UTC
Monarch offers a personal finance app that tracks accounts, investments, savings, and spending, with a promotional code for half-off the first year.
FULL
00:00–05:00
  • Monarch offers a personal finance app that tracks accounts, investments, savings, and spending, with a promotional code for half-off the first year.
FULL
05:00–10:00
  • The flow of oil through the Strait of Hormuz is reportedly better than previously indicated, with many unaccounted dark transits occurring.
  • The US and China successfully filled a shortfall of eight million barrels in oil supply during April and May, demonstrating their capacity to manage oil disruptions.
  • Current assessments suggest a shortfall of four million barrels per day, which is considered manageable through US-China cooperation.
  • While there is still time to address oil flow issues, the use of strategic reserves in both countries has a limited timeframe.
  • The primary concern is not the oil supply itself but rather the availability of refined products like jet fuel and diesel, which have not been effectively bypassed.
  • Our interpretation: Ongoing geopolitical tensions and potential disruptions in the Strait of Hormuz could lead to increased oil prices, potentially triggering inflationary pressures that may prompt central banks to adjust monetary policy, impacting rates and currency markets.
INSTRUMENTS
WTI
I 1.0 • C 0.9
The block discusses oil supply and geopolitical tensions affecting oil flow.
AUDUSD
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
EURUSD
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy. Also: The discussion of oil prices and inflation can have indirect effects on the Eurozone economy.
GBPUSD
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
NZDUSD
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
USDCAD
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
USDCHF
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
USDDKK
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
USDJPY
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
USDNOK
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
USDPLN
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
USDSEK
I 1.0 • C 0.9
The block discusses US-China cooperation in managing oil supply disruptions, which can influence US monetary policy.
FULL
10:00–15:00
  • The closure of the Strait of Hormuz is significantly affecting the availability of jet fuel and other refined products, as refiners have redirected capacities away from gasoline and diesel.
  • Concerns have been raised that the ongoing closure of the Strait of Hormuz is hindering the ability to fully pass on inflation from oil prices to consumers due to limited refining capacity.
  • Inflation rates are anticipated to show a notable decrease, with predictions suggesting a report that could print 0.2 percentage points below consensus, which may alter market expectations.
  • The Federal Reserve's recent hawkish stance could be reconsidered if upcoming inflation data comes in softer than anticipated, potentially leading to a repricing of short-term interest rates.
  • Political dynamics surrounding oil supply disruptions may provide the Federal Reserve with justification to postpone rate cuts, despite persistent inflationary pressures.
  • Our interpretation: Geopolitical tensions in the Middle East, particularly regarding the Strait of Hormuz, present risks to oil supply that could trigger inflationary pressures in the U.S, prompting the Federal Reserve to reevaluate its monetary policy if inflation data trends downward, thereby influencing interest rates and the strength of the U.S. dollar.
INSTRUMENTS
WTI
I 0.9 • C 0.9
The block discusses the impact of geopolitical tensions on oil supply, particularly in the Strait of Hormuz.
AUDUSD
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
EURUSD
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data. Also: The discussion of inflation and oil supply disruptions can have indirect effects on the eurozone's economic outlook.
GBPUSD
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
NZDUSD
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
USDCAD
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
USDCHF
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
USDDKK
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
USDJPY
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
USDNOK
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
USDPLN
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
USDSEK
I 0.8 • C 0.9
The block discusses the Federal Reserve's potential reconsideration of its hawkish stance based on inflation data.
FULL
15:00–20:00
  • Hyperscalers are utilizing all their free cash flows to acquire semiconductors, indicating robust demand expected to persist into 2027.
  • A Taiwanese semiconductor company forecasts that major players in the sector will increase prices by 30 to 40%, reflecting ongoing supply constraints.
  • Communication from hyperscalers suggests a solid order book for semiconductor firms extending until 2031, contrasting with bearish market expectations.
  • The current setback in momentum trades is attributed to a forecasting error from the Federal Reserve, creating uncertainty regarding potential interest rate hikes.
  • There is skepticism about the semiconductor cycle having peaked, as accelerating spot prices indicate that demand remains strong.
  • Our interpretation: The strong demand for semiconductors, coupled with anticipated price increases, suggests that the semiconductor sector may continue to experience upward pressure, potentially influencing broader market dynamics and investment strategies.
INSTRUMENTS
AUDUSD
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
EURUSD
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
GBPUSD
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
NZDUSD
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
USDCAD
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
USDCHF
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
USDDKK
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
USDJPY
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
USDNOK
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
USDPLN
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
USDSEK
I 0.5 • C 0.8
The block discusses the Federal Reserve's forecasting error, which directly relates to USD expectations.
WTI
I 0.5 • C 0.7
The discussion on oil supply risks and geopolitical tensions suggests potential impacts on oil prices.
FULL
20:00–25:00
  • South Korean export numbers for July show a slight decline, indicating weaker performance compared to the extraordinary results in June.
  • June's semiconductor-related exports were described as unprecedented, potentially marking the most unusual month in financial history.
  • Monitoring South Korean export charts is crucial, as a significant decline could indicate the end of the memory trade.
  • The memory trade may not be as cyclical as previously believed, necessitating a deeper analysis of underlying trends.
  • Current spot prices suggest further acceleration in memory stock prices, reflecting confidence in the inflation outlook.
  • Our interpretation: The trends in South Korean semiconductor exports, alongside persistent inflationary pressures, indicate that the memory trade may continue to perform well, potentially leading to upward pressure on semiconductor stocks. Disruptions in the Strait of Hormuz could complicate the inflation narrative, affecting energy prices and central bank policies.
INSTRUMENTS
ASML
I 0.7 • C 0.8
ASML is directly mentioned in relation to semiconductor performance and earnings.
BRENT
I 0.6 • C 0.7
The discussion of oil flows and supply risks indicates potential impacts on Brent prices.
WTI
I 0.6 • C 0.7
Geopolitical tensions in the Strait of Hormuz can disrupt oil supply, impacting WTI prices.
AUDUSD
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
EURUSD
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
GBPUSD
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
NZDUSD
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
USDCAD
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
USDCHF
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
USDDKK
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
USDJPY
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
USDNOK
I 0.5 • C 0.7
The discussion on inflation and its implications for the Federal Reserve indicates a USD exposure.
FULL
25:00–30:00
  • The trade relationship between the US and China remains tense, with no indications of improvement following a recent ceasefire agreement.
  • The US may need to acquire critical metals from China through third-party countries, reflecting past strategies employed during trade restrictions with Russia.
  • Both the US and China are reliant on maintaining a balanced oil market, which could shape their strategic decisions in the near future.
  • Skepticism surrounds the effectiveness of the decoupling strategy, as it is not producing the anticipated outcomes in the current market context.
  • China possesses considerable leverage in the oil market, especially as the US approaches midterm elections, which could influence oil prices significantly.
  • Our interpretation: The ongoing tensions in US-China relations, coupled with China's potential influence on oil prices, suggest that market participants should closely monitor developments in these geopolitical dynamics, as they may lead to volatility in energy and commodity markets.
INSTRUMENTS
WTI
I 0.8 • C 0.9
The block discusses the influence of geopolitical tensions on oil prices.
BRENT
I 0.7 • C 0.8
Brent is another key oil benchmark affected by global supply dynamics.
AUDUSD
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
EURUSD
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
GBPUSD
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
NZDUSD
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
USDCAD
I 0.6 • C 0.8
The discussion on oil prices directly relates to Canadian economic conditions. Also: The block discusses US-China tensions and their potential impact on oil prices.
USDCHF
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
USDDKK
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
USDJPY
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
USDNOK
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
USDPLN
I 0.6 • C 0.8
The block discusses US-China tensions and their potential impact on oil prices.
FULL
30:00–35:00
  • The decoupling strategy in metals is unlikely to succeed while the dollar remains strong and energy costs are high.
  • The upcoming inflation report is critical, as it may impact metal prices and the strength of the dollar.
  • Caution is advised in increasing metal trades until there is clearer evidence of a weaker dollar and a change in Federal Reserve communication.
  • The Federal Reserve's acknowledgment of current data trends is essential for any significant market movements to occur.
  • Our interpretation: The interplay between the dollar's strength, energy costs, and Federal Reserve policy will be pivotal in determining the trajectory of metal prices and overall market stability.
INSTRUMENTS
USDCHF
I 0.8 • C 0.9
The block's focus on the dollar's strength and Federal Reserve policy directly relates to USD/CHF dynamics.
USDJPY
I 0.8 • C 0.9
The discussion on the dollar's strength and inflation impacts the USD/JPY exchange rate.
AUDUSD
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
EURUSD
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
GBPUSD
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
NZDUSD
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
USDCAD
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
USDDKK
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
USDNOK
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
USDPLN
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
USDSEK
I 0.8 • C 0.9
The block discusses the Federal Reserve's communication and its impact on market expectations.
GOLD
I 0.6 • C 0.7
The block discusses inflation risks, which can influence gold prices as a safe haven.
INFO
MARKET MEDIA2026-07-05
OPEN SOURCE
CHANNELReal Vision
The Market Is Misreading Inflation, Oil, and the Fed | Maleeha Bengali
BLOCKS
00:00
05:00
10:00
15:00
4 intervals • swipe left
The Market Is Misreading Inflation, Oil, and the Fed | Maleeha Bengali
Real Vision • 2026-07-05 13:00:22 UTC
The market is currently focused on a hawkish Fed, leading to a repricing of risk across various asset classes.
FULL
00:00–05:00
  • The market is currently focused on a hawkish Fed, leading to a repricing of risk across various asset classes.
  • Malia Bengali notes that AI capital expenditures are projected to approach $2 million in the coming years, reflecting a significant investment trend.
  • The US economy is experiencing real GDP growth of around 3.2%, with actual earnings expansion playing a key role in market performance.
  • Malia warns that the ongoing Iran war has intensified inflation concerns for investors, particularly due to fluctuations in oil prices.
  • Oil prices have recently decreased by $40, which could positively influence CPI numbers and shift market expectations regarding inflation.
  • Our interpretation: The geopolitical tensions from the Iran war are likely to create volatility in oil prices, potentially leading to inflationary pressures. Coupled with the Fed's hawkish stance, this may prompt a reassessment of risk across equities and commodities, influencing market sentiment and possibly resulting in a stronger dollar as investors seek safe-haven assets.
INSTRUMENTS
USDCHF
I 1.0 • C 0.9
The block's discussion of the Fed's policies directly impacts USD and its valuation against other currencies.
USDJPY
I 1.0 • C 0.9
The Fed's monetary policy influences USD's strength, which directly impacts its value against the yen.
AUDUSD
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
BRENT
I 1.0 • C 0.9
The block discusses the impact of oil prices on inflation, which is a key factor in commodity markets.
EURUSD
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
GBPUSD
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
NZDUSD
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
USDCAD
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
USDDKK
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
USDNOK
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
USDPLN
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
USDSEK
I 1.0 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation and market expectations.
FULL
05:00–10:00
  • The market is currently navigating between macroeconomic concerns, including dollar rate yields and the Japanese yen, and micro issues such as gap expenses.
  • Current market dynamics are significantly influenced by large option expirations, resulting in notable price movements as traders adjust their hedges.
  • WTI oil prices are currently around $73 per barrel, reflecting a steady decline influenced by geopolitical factors and supply chain adjustments.
  • Before the war, WTI prices averaged approximately $66.65, but surged to over $120 due to supply disruptions, with prices now stabilizing.
  • Despite the war's impact, oil continues to flow through alternative routes, and the market is adjusting to the release of oil from strategic reserves.
  • Our interpretation: The interplay between macroeconomic factors, particularly inflation expectations driven by oil price fluctuations, and technical trading dynamics from option expirations suggests potential volatility in inflation metrics, which could influence central bank policies and affect equity and currency markets.
INSTRUMENTS
WTI
I 0.9 • C 0.9
The block discusses WTI oil prices and their fluctuations due to geopolitical factors.
AUDUSD
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
EURUSD
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
GBPUSD
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
NZDUSD
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
USDCAD
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
USDCHF
I 0.8 • C 0.9
The block's discussion on the Fed's stance impacts USD, which is relevant for USD/CHF. Also: The block discusses the Fed's hawkish stance and its implications for inflation.
USDDKK
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
USDJPY
I 0.8 • C 0.9
The block's macroeconomic concerns include the Japanese yen, impacting USD/JPY. Also: The block discusses the Fed's hawkish stance and its implications for inflation. Also: The block mentions the Japanese yen in the context of macroeconomic concerns.
USDNOK
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
USDPLN
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
USDSEK
I 0.8 • C 0.9
The block discusses the Fed's hawkish stance and its implications for inflation.
FULL
10:00–15:00
  • The UAE's exit from OPEC allows for increased independent oil production, significantly altering demand dynamics in the market.
  • Saudi Arabia and the UAE are realigning their geopolitical partnerships, reducing dependence on the US and fostering closer ties with nations such as Qatar, Turkey, and Iran.
  • Current oil prices are perceived to be artificially elevated, with a potential real price around $45 to $50 per barrel, influenced by OPEC production cuts and ongoing geopolitical tensions.
  • US oil producers have ramped up exports, capitalizing on Europe's challenges in sourcing oil from the Gulf, resulting in record profits for American companies.
  • The fragmentation within OPEC may lead to a competitive environment in oil production, diminishing the pricing power of major producers and impacting market share.
  • Our interpretation: The shifting dynamics in oil production and geopolitical alliances could lead to increased volatility in oil prices, which may influence inflation expectations and subsequently affect US monetary policy and dollar liquidity.
INSTRUMENTS
WTI
I 0.9 • C 0.9
The block discusses changes in oil production and pricing dynamics directly.
AUDUSD
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
EURUSD
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
GBPUSD
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
NZDUSD
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
USDCAD
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
USDCHF
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
USDDKK
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
USDJPY
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
USDNOK
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
USDPLN
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
USDSEK
I 0.8 • C 0.9
The block discusses US oil production and its implications for inflation and monetary policy.
FULL
15:00–20:00
  • The current economic environment features a strong labor market and retail spending among the top 10 percent, while the lower-income population is struggling with inflation and limited job opportunities.
  • The market has shifted from pricing in two rate cuts to now anticipating two rate hikes, contributing to the recent rally of the dollar.
  • The recent decline in oil prices has occurred at a critical time, potentially influencing broader economic conditions.
  • Our interpretation: The interplay between labor market strength, inflation pressures on lower-income households, and shifting monetary policy expectations could lead to increased volatility in financial markets and impact investment strategies.
INSTRUMENTS
USDCHF
I 1.0 • C 1.0
The block's focus on Fed rate expectations directly impacts USD/CHF.
USDJPY
I 1.0 • C 1.0
The discussion of rate hikes by the Fed directly relates to USD/JPY.
AUDUSD
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
EURUSD
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
GBPUSD
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
NZDUSD
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
USDCAD
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
USDDKK
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
USDNOK
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
USDPLN
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
USDSEK
I 1.0 • C 1.0
The block discusses the Fed's shift from rate cuts to rate hikes, impacting the dollar.
WTI
I 0.5 • C 0.8
The block mentions the decline in oil prices, which can influence inflation expectations.
INFO
MARKET MEDIA2026-07-02
OPEN SOURCE
CHANNELReal Vision
Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki
BLOCKS
00:00
05:00
10:00
15:00
20:00
25:00
30:00
35:00
40:00
45:00
50:00
11 intervals • swipe left
Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki
Real Vision • 2026-07-02 05:56:32 UTC
The block primarily promotes the Monarch personal finance app, highlighting its features and a promotional offer.
FULL
00:00–05:00
  • The block primarily promotes the Monarch personal finance app, highlighting its features and a promotional offer.
FULL
05:00–10:00
  • Liquidity remains in a contraction phase, with only a slight bounce observed in the monthly rate of change.
  • The VIX has stabilized around 15-16, which is a positive sign for previously volatile stock markets.
  • Real rates have leveled off after tightening, contributing to a more stable market environment.
  • Bitcoin closed below a significant support resistance line for the first time but has since recovered above it.
  • Despite a bullish divergence on the RSI, Bitcoin's momentum has weakened, suggesting potential continued downward pressure.
  • The speaker anticipates that Bitcoin may experience significant price fluctuations in the coming weeks, with a possibility of prices dropping into the fifties.
  • Our interpretation: The current market conditions indicate that Bitcoin's price may remain under pressure due to ongoing liquidity contraction and weakening momentum, which could lead to further volatility.
INSTRUMENTS
BTCUSD
I 0.8 • C 0.9
Bitcoin is directly discussed in terms of price pressure and market conditions.
AUDUSD
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
EURUSD
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
GBPUSD
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
NZDUSD
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
USDCAD
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
USDCHF
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
USDDKK
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
USDJPY
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
USDNOK
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
USDPLN
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
USDSEK
I 0.7 • C 0.8
The discussion on liquidity contraction and its effects on Bitcoin indicates a strong link to USD dynamics.
FULL
10:00–15:00
  • Bitcoin's recent price action has been under pressure, with a bottoming flag signal appearing but requiring confirmation through subsequent candle closures above a specific level.
  • The current trend for Bitcoin is characterized by red candles and a downward trajectory, indicating a bearish outlook on both daily and weekly timeframes.
  • The strengthening dollar negatively impacts non-yielding assets like Bitcoin and gold, suggesting an inverse correlation between the dollar's value and Bitcoin's price.
  • Bitcoin ETFs are experiencing significant outflows, with total Bitcoin held in ETFs dipping below that held in treasuries, marking a concerning trend for institutional interest.
  • While tech stocks are performing well, Bitcoin and similar assets are struggling due to their lack of yield and revenue generation, making them more sensitive to dollar strength.
  • Our interpretation: The current market conditions suggest that Bitcoin's price may remain under pressure due to ongoing liquidity contraction and weakening momentum, which could lead to further volatility.
INSTRUMENTS
BTCUSD
I 1.0 • C 1.0
Bitcoin is directly discussed as being under pressure due to market conditions.
AUDUSD
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
EURUSD
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
GBPUSD
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
NZDUSD
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
USDCAD
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
USDCHF
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
USDDKK
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
USDJPY
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
USDNOK
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
USDPLN
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
USDSEK
I 0.8 • C 0.9
The discussion highlights the strengthening dollar's impact on Bitcoin.
FULL
15:00–20:00
  • The capitulation of institutional investors aligns with the necessary conditions for confirming the market's bottom during the bear phase.
  • The Clarity Act's delay until 2027 introduces additional uncertainty in the crypto market, as its passage is anticipated to facilitate institutional investment.
  • Even if the Clarity Act is passed, it may not lead to an immediate influx of liquidity or a swift transition to a bull market for Bitcoin.
  • While Bitcoin faces downward pressure, assets like hyperliquid are exhibiting a neutral trend, suggesting a sideways movement rather than outright negativity.
  • Our interpretation: The current market dynamics indicate that Bitcoin's price may continue to experience pressure due to liquidity constraints and a lack of momentum, potentially leading to increased volatility.
INSTRUMENTS
BTCUSD
I 0.8 • C 0.9
Bitcoin is directly discussed in the context of price pressure and market dynamics.
AUDUSD
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
EURUSD
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
GBPUSD
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
NZDUSD
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
USDCAD
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
USDCHF
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
USDDKK
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
USDJPY
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
USDNOK
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
USDPLN
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
USDSEK
I 0.6 • C 0.8
The discussion on liquidity constraints and the strong dollar indicates a direct impact on USD.
FULL
20:00–25:00
  • Venice recently completed a funding round, achieving a billion-dollar valuation and generating 20 to 30 million in new investments, which is a positive sign for its long-term viability.
  • Despite being one of the better performers in the crypto space, Venice is currently cooling off after a strong run, indicating a potential short-term correction.
  • Is characterized as a speculative asset, lacking the real-world adoption necessary to sustain its recent rally despite its fundamental strengths.
  • Arrow is noted as a solid performer, benefiting from its partnership with Coinbase and maintaining a position above the track line, indicating relative strength compared to other assets.
  • Useless experienced a breakdown but quickly rebounded above its track line, demonstrating resilience despite the current red candle.
  • Our interpretation: The current market dynamics suggest that speculative assets like Near may struggle to maintain momentum without increased adoption, while established partnerships like Arrow's with Coinbase could provide a buffer against broader market volatility.
INSTRUMENTS
BTCUSD
I 0.8 • C 0.9
Bitcoin is directly discussed as facing pressure and needing catalysts.
ETHUSD
I 0.6 • C 0.7
Ethereum is relevant as a major altcoin in the crypto market.
FULL
25:00–30:00
  • Bitcoin Cash has shown signs of a reversal, indicated by a bottoming candle and a subsequent higher close, suggesting potential resilience.
  • Ethereum is currently exhibiting weakness, with red signals prevailing and no significant bottoming or reversal indicators present.
  • Solana is demonstrating relative strength, having moved above its track line with three consecutive green dots and a green candle, indicating a positive technical outlook.
  • The speaker advises patience in the current market, recommending against heavy investments in major cryptocurrencies due to anticipated anemic performance over the next few months.
  • While some altcoins are showing strength, the overall market sentiment remains weak, with many assets not appearing favorable at this time.
  • Our interpretation: The current market dynamics suggest a cautious approach to major cryptocurrencies, as the absence of strong bullish signals and the potential for continued weakness in Bitcoin and Ethereum may lead to further speculative pressure, impacting overall market liquidity and investor sentiment.
INSTRUMENTS
BTCUSD
I 0.8 • C 0.9
Bitcoin is directly discussed as being under pressure in the current market.
SOLUSD
I 0.7 • C 0.8
Solana is noted for showing relative strength compared to other cryptocurrencies.
AUDUSD
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
EURUSD
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
GBPUSD
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
NZDUSD
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
USDCAD
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
USDCHF
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
USDDKK
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
USDJPY
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
USDNOK
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
USDPLN
I 0.6 • C 0.8
The discussion on liquidity and market sentiment suggests a connection to USD dynamics.
FULL
30:00–35:00
  • Sweet's price action shows consistent downward signals and lacks confirmed reversal patterns, resembling Ethereum's current trend.
  • A bullish divergence on the RSI for Sweet suggests that downward pressure is easing, but the overall outlook remains weak.
  • Tron has seen a significant decline, reversing from a previous upward trend and returning to its lows, indicating a risk-off sentiment.
  • XRP is setting lower lows and appears to be gaining strength to the downside, reflecting a deteriorating market position.
  • B&B is breaking down from its sideways range, although it shows some signs of exhaustion and potential bullish divergence.
FULL
35:00–40:00
  • XRP has not significantly broken out of its historical trading range since 2017, indicating persistent resistance levels.
  • Circle's stablecoin has recently shown a downtrend, with a red candle appearing for the first time in its history on the weekly chart, suggesting a potential trend reversal.
  • Circle's price is influenced by the broader crypto market, indicating that despite its viable business model, its performance is tied to market sentiment and trends.
  • The speaker expresses uncertainty about Circle as an investment, noting that its price movements are erratic and often reflect the overall crypto market rather than its financial fundamentals.
  • The speaker emphasizes that while Circle has a solid product market fit, its price is currently trapped in a meme coin narrative, complicating its investment appeal.
  • Our interpretation: The persistent resistance levels for XRP and the downtrend in Circle's stablecoin highlight the challenges in the current crypto market, suggesting that investors may need to reassess their positions in these assets.
INSTRUMENTS
XRPUSD
I 0.8 • C 0.9
XRP is directly discussed in terms of its trading range and resistance levels.
FULL
40:00–45:00
  • Coinbase has outperformed Circle, recovering from an earlier dip and showing an upward trend, suggesting it may be a more favorable investment for stablecoin exposure.
  • Coinbase benefits from multiple revenue streams, including institutional holdings, ETFs, Treasury yields, trading fees, and custody services, making it less dependent on stablecoins compared to Circle.
  • Despite experiencing a 66% drawdown from its peak, Coinbase's diversified revenue model may help mitigate volatility, although it remains correlated with the overall performance of the crypto market.
  • Coinbase's extensive involvement in various aspects of crypto, including stablecoins and prediction markets, positions it as a significant player within the crypto ecosystem.
  • Our interpretation: Coinbase's diversified revenue streams and recovery trajectory suggest it may serve as a more stable investment option in the volatile crypto market, potentially attracting investors seeking lower risk exposure.
INSTRUMENTS
BTCUSD
I 0.9 • C 0.9
Bitcoin is mentioned as being under pressure and a key focus in the discussion.
FULL
45:00–50:00
  • Coinbase's performance has largely tracked sideways with Bitcoin since 2022, indicating a higher beta to Bitcoin's price movements.
  • In 2023 and 2024, when Bitcoin was gaining, Coinbase also kept pace with its percentage gains, suggesting a correlation between the two assets.
  • The speaker emphasizes the importance of monitoring the Coinbase-Bitcoin chart to determine whether holding Coinbase is more advantageous than holding Bitcoin directly.
  • A significant trend reversal has occurred in the Canton cryptocurrency, which had been trending upwards but recently broke down before reaching its previous high, indicating potential volatility.
  • The recent downturn in Canton was unexpected, as it had been showing a cup and handle pattern, suggesting a need for further investigation into the underlying causes.
  • Our interpretation: The correlation between Coinbase and Bitcoin suggests that investors may consider Coinbase as a leveraged play on Bitcoin's price movements, but recent volatility in Canton highlights the risks associated with crypto investments.
INSTRUMENTS
BTCUSD
I 0.8 • C 0.9
Bitcoin is directly discussed as a key asset under pressure.
AUDUSD
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
EURUSD
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
GBPUSD
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
NZDUSD
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
USDCAD
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
USDCHF
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
USDDKK
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
USDJPY
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
USDNOK
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
USDPLN
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
USDSEK
I 0.4 • C 0.7
The discussion on liquidity and rates suggests a connection to USD dynamics.
FULL
50:00–55:00
  • The speaker indicates a potential black swan event could occur within the next one to four months, possibly marking the final low of the current bear market.
  • This observation is consistent with historical market cycles, where such events have acted as catalysts for significant price movements.
  • The speaker presents the potential black swan event as a buying opportunity, suggesting that lower prices could be capitalized on.
  • There is a warning about the negative impact of a major company collapse, such as FTX, on investor confidence and overall market stability.
  • Our interpretation: A black swan event could create a significant buying opportunity for investors, but the risk of market destabilization from major company failures remains a critical concern.
INSTRUMENTS
BTCUSD
I 0.8 • C 0.9
Bitcoin is directly discussed as being under pressure and a potential buying opportunity.
AUDUSD
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
EURUSD
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
GBPUSD
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
NZDUSD
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
USDCAD
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
USDCHF
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
USDDKK
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
USDJPY
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
USDNOK
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
USDPLN
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
USDSEK
I 0.5 • C 0.7
The discussion on liquidity and market conditions suggests a connection to USD dynamics.
INFO
MARKET MEDIA2026-06-30
OPEN SOURCE
CHANNELReal Vision
Everyone Wrong About The Dollar? with Andreas Steno & Mikkel Rosenvold | Macro Mondays LIVE @10am ET
BLOCKS
00:00
05:00
10:00
15:00
20:00
25:00
30:00
7 intervals • swipe left
Everyone Wrong About The Dollar? with Andreas Steno & Mikkel Rosenvold | Macro Mondays LIVE @10am ET
Real Vision • 2026-06-30 02:42:31 UTC
The block primarily promotes the Monarch personal finance app, offering a discount for the first year.
FULL
00:00–05:00
  • The block primarily promotes the Monarch personal finance app, offering a discount for the first year.
FULL
05:00–10:00
  • The memory markets have experienced notable volatility, with indications of an approaching market top that the speaker considers unsubstantiated.
  • A significant breakthrough in biotech healthcare stocks has occurred, marking the first advancement in depression treatments in 50 years, which has positively influenced the speaker's financial position.
  • The U.S. dollar has reached its highest value against the Japanese yen since 1986, reflecting a stronger performance than previously expected.
  • The situation in the Strait of Hormuz remains tense, with Iran seeking to enhance its leverage and control over the region, while the U.S. responds to perceived past humiliations.
  • Despite ongoing geopolitical tensions, oil prices have remained stable, with continued flows of oil, although not at pre-war levels, suggesting a shift in shipping routes.
  • Our interpretation: The current strength of the dollar against the yen, coupled with stable oil prices, indicates a potential reassessment of U.S. monetary policy and its implications for dollar liquidity and market positioning.
INSTRUMENTS
USDJPY
I 1.0 • C 0.9
The block directly analyzes the USD/JPY exchange rate, indicating its relevance.
AUDJPY
I 1.0 • C 0.9
The block highlights the U.S. dollar's performance against the Japanese yen, indicating a direct connection to JPY.
AUDUSD
I 1.0 • C 0.9
The block discusses the strength of the U.S. dollar against the Japanese yen, indicating a direct connection to USD.
EURJPY
I 1.0 • C 0.9
The block highlights the U.S. dollar's performance against the Japanese yen, indicating a direct connection to JPY.
EURUSD
I 1.0 • C 0.9
The block discusses the strength of the U.S. dollar against the Japanese yen, indicating a direct connection to USD.
GBPJPY
I 1.0 • C 0.9
The block highlights the U.S. dollar's performance against the Japanese yen, indicating a direct connection to JPY.
GBPUSD
I 1.0 • C 0.9
The block discusses the strength of the U.S. dollar against the Japanese yen, indicating a direct connection to USD.
NZDUSD
I 1.0 • C 0.9
The block discusses the strength of the U.S. dollar against the Japanese yen, indicating a direct connection to USD.
USDCAD
I 1.0 • C 0.9
The block discusses the strength of the U.S. dollar against the Japanese yen, indicating a direct connection to USD.
USDCHF
I 1.0 • C 0.9
The block discusses the strength of the U.S. dollar against the Japanese yen, indicating a direct connection to USD.
USDDKK
I 1.0 • C 0.9
The block discusses the strength of the U.S. dollar against the Japanese yen, indicating a direct connection to USD.
USDNOK
I 1.0 • C 0.9
The block discusses the strength of the U.S. dollar against the Japanese yen, indicating a direct connection to USD.
FULL
10:00–15:00
  • The U.S. dollar has reached its highest value against the Japanese yen since 1986.
  • There is a notable disconnect between the hawkish rhetoric of central banks and the declining market pricing of inflation.
  • Rising real interest rates, which typically support a stronger dollar, are currently observed.
  • The Federal Reserve's recent projections reflect a more hawkish stance due to previous underestimations of inflation.
  • Current data suggests that inflation may be transitory, casting doubt on its persistence.
  • Our interpretation: The strength of the U.S. dollar is driven by the Federal Reserve's hawkish pivot amidst declining inflation expectations, potentially leading to increased dollar liquidity and impacting global trade dynamics.
INSTRUMENTS
USDJPY
I 1.0 • C 1.0
The block directly analyzes the U.S. dollar's strength against the Japanese yen.
AUDJPY
I 1.0 • C 1.0
The block mentions the U.S. dollar's strength against the Japanese yen, indicating a direct FX relationship.
AUDUSD
I 1.0 • C 1.0
The block discusses the Federal Reserve's hawkish stance and its implications for inflation and interest rates.
EURJPY
I 1.0 • C 1.0
The block mentions the U.S. dollar's strength against the Japanese yen, indicating a direct FX relationship.
EURUSD
I 1.0 • C 1.0
The block discusses the Federal Reserve's hawkish stance and its implications for inflation and interest rates.
GBPJPY
I 1.0 • C 1.0
The block mentions the U.S. dollar's strength against the Japanese yen, indicating a direct FX relationship.
GBPUSD
I 1.0 • C 1.0
The block discusses the Federal Reserve's hawkish stance and its implications for inflation and interest rates.
NZDUSD
I 1.0 • C 1.0
The block discusses the Federal Reserve's hawkish stance and its implications for inflation and interest rates.
USDCAD
I 1.0 • C 1.0
The block discusses the Federal Reserve's hawkish stance and its implications for inflation and interest rates.
USDCHF
I 1.0 • C 1.0
The block discusses the Federal Reserve's hawkish stance and its implications for inflation and interest rates.
USDDKK
I 1.0 • C 1.0
The block discusses the Federal Reserve's hawkish stance and its implications for inflation and interest rates.
USDNOK
I 1.0 • C 1.0
The block discusses the Federal Reserve's hawkish stance and its implications for inflation and interest rates.
FULL
15:00–20:00
  • Recent monetary policy has shifted from rate cuts to hikes, suggesting a potential forecasting error.
  • Kevin Warsh has stated that the FOMC should respond to market signals rather than dictate them.
  • Inflation markets are declining rapidly, prompting speculation on whether Warsh will adjust his stance.
  • Warsh's upcoming panel in Portugal is anticipated to be significant for the European Central Bank's inflation outlook.
  • Core inflation data from Spain appears soft, indicating a possible easing trend in the Eurozone.
  • Our interpretation: The swift change in U.S. monetary policy, coupled with declining inflation signals, may lead to a stronger dollar as market expectations for interest rates adjust, influencing foreign exchange rates and risk asset valuations.
INSTRUMENTS
USDCHF
I 1.0 • C 1.0
The block's discussion on U.S. monetary policy directly impacts USD.
EURUSD
I 0.5 • C 0.7
The block discusses inflation trends in the Eurozone, impacting EUR.
AUDUSD
I 1.0 • C 1.0
The U.S. monetary policy changes can impact AUD through commodity links. Also: The block discusses U.S. monetary policy changes and inflation signals.
GBPUSD
I 1.0 • C 1.0
The U.S. monetary policy changes can also impact GBP through relative strength. Also: The block discusses U.S. monetary policy changes and inflation signals.
NZDUSD
I 1.0 • C 1.0
The block discusses U.S. monetary policy changes and inflation signals.
USDCAD
I 1.0 • C 1.0
The block discusses U.S. monetary policy changes and inflation signals.
USDDKK
I 1.0 • C 1.0
The block discusses U.S. monetary policy changes and inflation signals.
USDJPY
I 1.0 • C 1.0
The discussion on U.S. monetary policy impacts the USD, affecting JPY as well. Also: The block discusses U.S. monetary policy changes and inflation signals.
USDNOK
I 1.0 • C 1.0
The block discusses U.S. monetary policy changes and inflation signals.
USDPLN
I 1.0 • C 1.0
The block discusses U.S. monetary policy changes and inflation signals.
USDSEK
I 1.0 • C 1.0
The block discusses U.S. monetary policy changes and inflation signals.
EURCHF
I 0.5 • C 0.7
The block mentions the European Central Bank's inflation outlook.
FULL
20:00–25:00
  • Job creation in leisure and hospitality saw a significant boost due to the World Cup, with ongoing hiring in June.
  • The speaker predicts job numbers will be softer than the previous month, potentially dropping below 100K, which is below consensus expectations.
  • A de-acceleration in tax indicators during June suggests a weaker job market than previously anticipated.
  • Popular trades, such as being long the dollar, may experience a reversal as market participants adjust their positions ahead of the vacation season.
  • Our interpretation: The expected softening in job numbers and inflation data could prompt a dovish shift in Federal Reserve policy, potentially weakening the dollar and leading to a reallocation of investments towards other currencies, such as the Japanese yen.
INSTRUMENTS
USDJPY
I 1.0 • C 1.0
The block discusses the potential weakening of the dollar and buying of the Japanese yen.
AUDJPY
I 1.0 • C 1.0
The interpretation suggests a potential reallocation towards the Japanese yen as the dollar weakens.
AUDUSD
I 1.0 • C 1.0
The block discusses expected softening in job numbers and inflation data, which can influence Fed policy.
EURJPY
I 1.0 • C 1.0
The interpretation suggests a potential reallocation towards the Japanese yen as the dollar weakens.
EURUSD
I 1.0 • C 1.0
The block discusses expected softening in job numbers and inflation data, which can influence Fed policy.
GBPJPY
I 1.0 • C 1.0
The interpretation suggests a potential reallocation towards the Japanese yen as the dollar weakens.
GBPUSD
I 1.0 • C 1.0
The block discusses expected softening in job numbers and inflation data, which can influence Fed policy.
NZDUSD
I 1.0 • C 1.0
The block discusses expected softening in job numbers and inflation data, which can influence Fed policy.
USDCAD
I 1.0 • C 1.0
The block discusses expected softening in job numbers and inflation data, which can influence Fed policy.
USDCHF
I 1.0 • C 1.0
The block discusses expected softening in job numbers and inflation data, which can influence Fed policy.
USDDKK
I 1.0 • C 1.0
The block discusses expected softening in job numbers and inflation data, which can influence Fed policy.
USDNOK
I 1.0 • C 1.0
The block discusses expected softening in job numbers and inflation data, which can influence Fed policy.
FULL
25:00–30:00
  • Andreas indicates that there are no signs of a slowdown in AI, despite discussions surrounding the token expenditure index and DRAM spot price.
  • He clarifies that the decline in the token expenditure index does not signal a red flag for the AI trade, as it reflects a shift towards Chinese open-source models rather than an overall decrease in volume.
  • Andreas notes that memory pricing has accelerated since the last quarter, despite previous market volatility.
  • He points out that demand for memory is being front-loaded due to concerns over potential shortages linked to geopolitical tensions, particularly the Iran war.
  • The speaker observes significant volatility in popular retail trades in memory, indicating active trading behavior among investors.
  • Our interpretation: The sustained demand for memory, influenced by geopolitical factors and shifts towards Chinese models, may lead to continued price volatility in the memory sector, affecting technology stocks as investors reassess their strategies.
INSTRUMENTS
AUDJPY
I 0.5 • C 0.8
The strength of the U.S. dollar against the Japanese yen is mentioned, indicating a direct relationship.
AUDUSD
I 0.5 • C 0.8
The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
EURJPY
I 0.5 • C 0.8
The strength of the U.S. dollar against the Japanese yen is mentioned, indicating a direct relationship.
EURUSD
I 0.5 • C 0.8
The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
GBPJPY
I 0.5 • C 0.8
The strength of the U.S. dollar against the Japanese yen is mentioned, indicating a direct relationship.
GBPUSD
I 0.5 • C 0.8
The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
NZDUSD
I 0.5 • C 0.8
The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
USDCAD
I 0.5 • C 0.8
The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
USDCHF
I 0.5 • C 0.8
The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
USDDKK
I 0.5 • C 0.8
The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
USDJPY
I 0.5 • C 0.8
The strength of the U.S. dollar against the Japanese yen is mentioned, indicating a direct relationship. Also: The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
USDNOK
I 0.5 • C 0.8
The discussion on AI demand and geopolitical tensions suggests potential impacts on U.S. economic conditions.
FULL
30:00–35:00
  • Apple's supply chain security in China may enable the company to utilize local suppliers if permitted by the Trump administration.
  • There is uncertainty regarding the Trump administration's stance on allowing Apple to use Chinese memory chips, with predictions leaning towards a likely 'no' response.
  • The speaker highlights the delicate balance between preventing memory chip shortages and the potential impact on consumer products, noting recent price increases for iPhones and iPads.
  • The current situation regarding technology trades was forecasted during the Iran War, attributed to a front-loading of demand for memory chips.
  • The second half of the year is expected to be significantly influenced by demand for AI semiconductors, impacting sectors such as consumer electronics and automotive.
  • Our interpretation: Ongoing geopolitical tensions, particularly related to the Iran War, are likely to exacerbate supply chain issues in the semiconductor market, leading to inflationary pressures in consumer electronics and potential volatility in tech stocks as demand for AI-related products continues to rise amidst supply constraints.
INSTRUMENTS
AAPL
I 1.0 • C 1.0
Apple is directly discussed in relation to its supply chain and product pricing.
INFO
MARKET MEDIA2026-06-28
OPEN SOURCE
CHANNELReal Vision
Why Investors Say Sentiment Looks Wrong in Crypto & Macro Markets Right Now
BLOCKS
00:00
05:00
10:00
15:00
4 intervals • swipe left
Why Investors Say Sentiment Looks Wrong in Crypto & Macro Markets Right Now
Real Vision • 2026-06-28 12:15:12 UTC
Ram Ahluwalia observes that despite ongoing geopolitical risks and negative sentiment, earnings growth is anticipated to surpass 20% year-over-year, indicating a potential continuation of the bull market.
FULL
00:00–05:00
  • Ram Ahluwalia observes that despite ongoing geopolitical risks and negative sentiment, earnings growth is anticipated to surpass 20% year-over-year, indicating a potential continuation of the bull market.
  • Seth Ginns points out the swift recovery of altcoins, with some assets gaining between 15% to 80% over short timeframes, reflecting bullish market conditions.
  • Jeff Dorman asserts that the current market rally is largely fueled by robust earnings growth, which he describes as a significant earnings boom, with both revenues and margins on the rise.
  • Dorman notes that only a limited number of crypto tokens possess equity-like traits, such as strong revenues and cash flows, which are crucial for their price increases.
  • The discussion indicates that recent geopolitical events, particularly the conflict in the Middle East, have not had lasting effects on market performance, with earnings growth remaining the primary driver.
  • Our interpretation: The prevailing market dynamics suggest that strong earnings momentum, especially in the context of AI-driven productivity, may sustain bullish sentiment in equities and select crypto assets, while geopolitical tensions seem to exert minimal long-term influence on market fundamentals.
INSTRUMENTS
BTCUSD
I 0.8 • C 0.9
The discussion centers on the crypto market dynamics and investor sentiment.
ETHUSD
I 0.7 • C 0.8
The overall positive sentiment in the crypto market may also benefit Ethereum.
ADAUSD
I 0.5 • C 0.7
The discussion of altcoin rebounds suggests potential interest in ADA.
FULL
05:00–10:00
  • Productivity gains from AI are contributing to lower costs and increased revenues, which are essential for an earnings boom.
  • There is a stark cost disparity between proprietary AI models like Fable, which charge $50 per million tokens, and more affordable open-source alternatives.
  • Current productivity improvements from AI are challenging to quantify, yet anecdotal evidence suggests widespread increases in individual productivity compared to previous years.
  • The IPO market is experiencing a resurgence, highlighted by the SpaceX IPO, which may lead to a rise in public companies and positively affect public market dynamics.
  • Retail investors are increasingly influencing IPOs, with platforms like Robinhood and E-Trade evolving to enable retail participation in underwriting processes.
  • Our interpretation: The robust activity in the IPO market, driven by retail investor engagement and successful listings like SpaceX, may indicate a broader recovery in public market sentiment, potentially enhancing liquidity and creating a favorable environment for equities.
INSTRUMENTS
SP500
I 0.8 • C 0.9
The discussion on the IPO market and retail investor engagement indicates a broader recovery in public market sentiment.
DOWJONES
I 0.6 • C 0.7
The overall positive sentiment in the IPO market can influence broader market indices.
NASDAQ100
I 0.6 • C 0.7
The discussion on AI and productivity gains suggests a favorable outlook for tech stocks.
FULL
10:00–15:00
  • SpaceX's valuation is currently driven by retail sentiment, reflected in its price-to-sales ratio of 133 times, which is viewed as excessive.
  • The company faces competition in its business lines, particularly with Starlink, which could affect its future growth and valuation.
  • The trading dynamics of SpaceX resemble those in the crypto market, where low-float, high-FDV tokens often see significant price volatility shortly after their IPOs.
  • Skepticism around companies like Tesla has evolved, suggesting that investors should approach SpaceX's valuation with caution.
  • While Elon Musk is recognized as a remarkable entrepreneur, the distinction between entrepreneurial success and sound investment is critical for SpaceX.
  • Our interpretation: The speculative environment surrounding SpaceX's IPO highlights how retail sentiment can drive valuations, potentially leading to increased volatility in tech equities and a reassessment of growth expectations in sectors like AI and space exploration.
INSTRUMENTS
TSLA
I 0.8 • C 0.9
Tesla is mentioned as a company with evolving skepticism around its valuation.
SP500
I 0.6 • C 0.7
The discussion of retail sentiment and IPO dynamics can influence broader market indices.
FULL
15:00–20:00
  • Concerns arise regarding the quality of investors participating in the SpaceX IPO, with casual investors discussing the stock in informal settings.
  • The distinction between a successful company and a sound investment is emphasized, suggesting that while SpaceX may be successful, its current valuation is questionable.
  • AI is identified as a critical factor influencing GDP growth, underscoring its significant role in current market dynamics.
  • Our interpretation: The speculative environment surrounding SpaceX's IPO, driven by retail sentiment, may lead to increased volatility in tech equities and necessitate a reassessment of growth expectations in sectors like AI and space exploration.
INSTRUMENTS
TSLA
I 0.6 • C 0.8
The discussion around SpaceX's IPO and its speculative nature relates to Tesla due to Elon Musk's involvement.
NASDAQ100
I 0.4 • C 0.7
The overall discussion on tech equities and investor sentiment impacts the broader tech index.
INFO
MARKET MEDIA2026-06-23
OPEN SOURCE
CHANNELReal Vision
Is The Oil Still Flowing? w/ Andreas Steno | Macro Mondays
BLOCKS
00:00
05:00
10:00
15:00
20:00
25:00
6 intervals • swipe left
Is The Oil Still Flowing? w/ Andreas Steno | Macro Mondays
Real Vision • 2026-06-23 02:29:59 UTC
Monarch is a personal finance app offering a 50% discount on the first year with promo code REALVISION, focusing on tracking finances, investments, and spending.
FULL
00:00–05:00
  • Monarch is a personal finance app offering a 50% discount on the first year with promo code REALVISION, focusing on tracking finances, investments, and spending.
FULL
05:00–10:00
  • The host discusses ongoing negotiations between Iran and the US, noting Iran's announcement to potentially withdraw from talks due to hostilities involving Israel.
  • Despite these tensions, the host mentions that there has been positive news flow from the negotiations, although improvements are not expected to be straightforward.
  • Following a recent memorandum of understanding, oil flow data indicated that oil was moving close to pre-war levels during Friday and Saturday.
  • On Sunday, only one major oil cargo, approximately three to three and a half million barrels, departed the region.
  • While the Strait of Hormuz is not fully normalized, the host confirms that oil is at least partially flowing, indicating some resilience in the market amid geopolitical tensions.
  • Our interpretation: The geopolitical tensions surrounding Iran and Israel, along with the partial reopening of the Strait of Hormuz, may lead to fluctuations in oil supply, impacting inflation expectations and prompting central banks to adjust their monetary policies in response to changing energy prices.
INSTRUMENTS
WTI
I 0.8 • C 0.9
The discussion centers on oil supply and geopolitical tensions affecting oil flow.
BRENT
I 0.7 • C 0.8
Brent is closely related to WTI and is affected by similar geopolitical factors.
AUDUSD
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
EURUSD
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
GBPUSD
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
NZDUSD
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
USDCAD
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
USDCHF
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
USDDKK
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
USDJPY
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
USDNOK
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
USDPLN
I 0.6 • C 0.8
The block discusses oil supply and geopolitical tensions, which can influence inflation and monetary policy.
FULL
10:00–15:00
  • There is an unreported flow of oil from Abu Dhabi to the US, suggesting actual exports exceed official data.
  • Approximately 25% of a war premium remains in oil prices, which have been declining since early April but are still above pre-war levels.
  • Energy prices have transitioned from a rising trend to a rapid decline, with jet fuel prices in Singapore nearly halving since their peak in early April.
  • Certain fertilizer products, such as urea in the US Gulf, are trading below pre-war levels, countering earlier concerns about shortages.
  • Current high levels of oil shorts in futures reflect a bearish sentiment towards oil, indicating reduced risk appetite in that market.
  • Our interpretation: The decline in energy prices, alongside ongoing disinflation across various sectors, suggests easing inflationary pressures that may prompt central banks to reassess interest rates and currency valuations.
INSTRUMENTS
WTI
I 0.9 • C 0.9
The block discusses oil supply and pricing dynamics directly.
AUDUSD
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
EURUSD
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
GBPUSD
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
NZDUSD
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
USDCAD
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
USDCHF
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
USDDKK
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
USDJPY
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
USDNOK
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
USDPLN
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
USDSEK
I 0.8 • C 0.9
The block discusses inflation and energy prices, which are closely tied to USD dynamics.
FULL
15:00–20:00
  • The European Central Bank has maintained its position on interest rate hikes despite a decline in energy prices, indicating a commitment to its monetary policy.
  • The Federal Reserve has revised its inflation projections downward but does not foresee a significant drop in inflation, even with the reopening of the Strait of Hormuz.
  • The speaker expresses a strong belief in betting against the inflation forecasts of both the Federal Reserve and the European Central Bank, particularly noting that the ECB's mild inflation scenario anticipates an oil price of $88 per barrel, which exceeds current market levels.
  • A positive liquidity channel is expected, with a substantial increase in liquidity projected over the next four to five weeks, which may bolster asset prices.
  • The current sideways growth environment could prompt a shift towards more cyclical sectors, such as industrials, as liquidity conditions improve.
  • Exports from South Korea in the memory sector have surged by 60-65% year over year, reflecting robust demand and increasing spot prices for DRAM, which may benefit companies like Micron.
  • Our interpretation: The interplay between declining inflation expectations and stable liquidity conditions suggests a potential for asset price support, while central banks' persistent inflation forecasts may keep monetary policy tight, influencing the USD liquidity and rate differential channels.
INSTRUMENTS
MU
I 0.5 • C 0.7
Micron is mentioned as benefiting from increased demand and rising DRAM prices.
AUDUSD
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
EURUSD
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed. Also: The European Central Bank's stance on interest rates despite energy price declines is highlighted.
GBPUSD
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
NZDUSD
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
USDCAD
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
USDCHF
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
USDDKK
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
USDJPY
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
USDNOK
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
USDPLN
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
USDSEK
I 0.8 • C 0.9
The Federal Reserve's inflation projections and interest rate outlook are discussed.
FULL
20:00–25:00
  • Sterling assets have underperformed during the recent downturn, suggesting potential buying opportunities if the new prime minister acknowledges fiscal realities.
  • Finium Therapeutics, which specializes in LSD and psilocybin products for mental health treatment, saw a 55% increase in its stock price following positive phase three results.
  • There is optimism regarding micro trades in the health sector, particularly in companies innovating treatments for mental health disorders.
  • Our interpretation: The potential for recovery in sterling assets and the strong performance of health sector stocks may indicate shifting investor sentiment towards riskier assets as fiscal policies evolve.
FULL
25:00–30:00
  • MicroStrategy's next major refinance date is in 2028, indicating no immediate pressure on its balance sheet.
  • Concerns exist regarding MicroStrategy's leveraged model, which could create a negative feedback loop if refinancing occurs in a hostile market environment.
  • There are currently no indications that MicroStrategy will need to sell Bitcoin to meet obligations in the near term, based on the refinancing calendar.
  • The macro regime has shifted towards lower inflation, which has yet to be fully recognized by central banks.
  • Traders are advised to shift their focus from energy products to opportunities arising from the inflation regime shift.
  • Our interpretation: The stability of MicroStrategy's balance sheet and the shift in inflation dynamics suggest potential opportunities for investors to reassess risk exposure and explore sectors benefiting from changing macroeconomic conditions.
INSTRUMENTS
MSTR
I 0.5 • C 0.8
MicroStrategy is directly discussed regarding its refinancing and Bitcoin holdings.
AUDUSD
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
EURUSD
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
GBPUSD
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
NZDUSD
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
USDCAD
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
USDCHF
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
USDDKK
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
USDJPY
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
USDNOK
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
USDPLN
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
USDSEK
I 0.5 • C 0.7
The discussion on inflation dynamics suggests a potential impact on monetary policy.
INFO
MARKET MEDIA2026-06-21
OPEN SOURCE
CHANNELReal Vision
The Hidden AI Trade: Land, Power, & Compute | With Mike Alfred
BLOCKS
00:00
05:00
10:00
15:00
4 intervals • swipe left
The Hidden AI Trade: Land, Power, & Compute | With Mike Alfred
Real Vision • 2026-06-21 13:00:18 UTC
Mike Alfred emphasizes that many investors are neglecting the critical fundamentals of scarce land, power, and infrastructure, which are essential for AI development.
FULL
00:00–05:00
  • Mike Alfred emphasizes that many investors are neglecting the critical fundamentals of scarce land, power, and infrastructure, which are essential for AI development.
  • He notes that the past few years have posed significant challenges for investors, marked by events such as the banking crisis and looming recessions that have altered market dynamics.
  • Alfred highlights that AI has emerged as the only consistently profitable trade over the last three years, particularly benefiting companies like Nvidia, which have substantial exposure to AI technologies.
  • He explains the transition of Bitcoin miners into infrastructure developers, stressing the necessity for high-quality, scalable infrastructure that can operate efficiently with low energy costs.
  • Alfred contrasts the common belief that data center development would predominantly occur in Northern Virginia with his view that regions with abundant renewable energy, such as West Texas, are more advantageous for such developments.
  • Our interpretation: The focus on scarce resources like land and power in AI infrastructure suggests a potential shift in investment strategies, where the scarcity of these assets may drive future market dynamics, particularly in the context of rising energy costs and the evolving landscape of digital assets.
INSTRUMENTS
NVDA
I 0.8 • C 0.9
Nvidia is directly mentioned as a company benefiting from AI technologies.
BTCUSD
I 0.6 • C 0.7
Bitcoin miners transitioning into infrastructure developers suggests a positive outlook for Bitcoin.
FULL
05:00–10:00
  • The primary challenge in AI development is not chip availability but the capacity to establish robust infrastructure that operates at low costs.
  • Companies like XAI and SpaceX have shifted their focus, with SpaceX now concentrating on expanding its neocloud business after finding their initial AI compute demand was not competitive.
  • The demand for data centers is being driven by the convergence of sectors such as drug discovery and high-frequency trading.
  • The AI sector is still in its nascent stages, with potential for significant growth following periods of contraction, similar to the internet bubble of the early 2000s.
  • Companies like Anthropic are currently at the forefront of the AI industry, demonstrating positive EBITDA figures even prior to their public offering.
  • Our interpretation: The emphasis on establishing scalable infrastructure and the evolving dynamics of AI investment suggest that scarcity in resources like land and power will increasingly influence market strategies and valuations.
FULL
10:00–15:00
  • In Q1 of 2023, Iron's existing sites were valued at two to four times its market cap.
  • Iron's stock price rose from approximately one dollar to a peak of 75 or 76 dollars in November 2023, reflecting a substantial upside potential.
  • The AI infrastructure sector is divided between companies that co-locate and those, like Iron, that aim to control compute resources directly.
  • There is currently insufficient compute capacity to meet demand, indicating that any additional compute resources would be quickly utilized.
  • Our interpretation: The focus on building scalable infrastructure and the scarcity of resources such as land and power will increasingly shape market strategies and valuations in the AI sector.
INSTRUMENTS
NVDA
I 0.7 • C 0.8
Nvidia is directly mentioned as a key player in AI infrastructure.
BTCUSD
I 0.6 • C 0.7
Bitcoin is mentioned in the context of AI infrastructure and long-term value.
FULL
15:00–20:00
  • SpaceX developed its own data center named Colossus, achieving notable success as recognized by Nvidia.
  • CoreWeave reportedly collaborates with over 20 external providers for its physical operations, indicating a less vertically integrated model compared to others in the industry.
  • The speaker cautions that companies relying on external hosting providers may encounter economic challenges and risks in service delivery due to limited control over the entire infrastructure stack.
  • There is an expectation that asset-light companies will pursue infrastructure acquisitions, while infrastructure-focused companies may eventually develop their own cloud services.
INFO
MARKET MEDIA2026-06-16
OPEN SOURCE
CHANNELReal Vision
Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays
BLOCKS
00:00
05:00
10:00
15:00
20:00
25:00
6 intervals • swipe left
Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays
Real Vision • 2026-06-16 02:38:11 UTC
Monarch offers a personal finance app that tracks accounts, investments, and spending, with a promotional discount for the first year.
FULL
00:00–05:00
  • Monarch offers a personal finance app that tracks accounts, investments, and spending, with a promotional discount for the first year.
FULL
05:00–10:00
  • The signing ceremony for the US-Iran deal is scheduled for later this week in Switzerland, marking a significant geopolitical development.
  • The memorandum of understanding allows Iran to sell its oil globally without sanctions for the next 60 days.
  • The US administration has reportedly managed to export approximately three million barrels a day from the Persian Gulf, potentially affecting global oil supply dynamics.
  • Concerns regarding the uranium question in the deal have been raised by some members of the US administration.
  • Current assessments indicate that the oil market is experiencing a supply surplus, suggesting a favorable shift in the balance between supply and demand.
  • Our interpretation: The potential reopening of the Strait of Hormuz and the easing of sanctions on Iranian oil could lead to increased global oil supply, which may suppress oil prices and impact inflation expectations, thereby influencing energy equities and commodities markets.
INSTRUMENTS
WTI
I 1.0 • C 1.0
The deal allows Iran to sell oil globally, directly impacting oil supply.
BRENT
I 1.0 • C 1.0
The geopolitical developments affect global oil markets, including Brent.
FULL
10:00–15:00
  • Over 125 million barrels have reportedly left the Strait of Hormuz since the launch of Operation Freedom, with a daily flow estimated at three million barrels.
  • Both Iranian and US administrations had incentives to obscure oil flows, as Iran managed to export oil along its coastline while the US blockade could not interfere in territorial waters.
  • Current estimates suggest the oil market is in a mild surplus, ranging between one and two million barrels a day, despite contrary reports.
  • If sanctions on Iranian oil are lifted for the next 60 days, it could add significantly to global supply, potentially reaching close to four million barrels a day.
  • The departure of the United Arab Emirates from the OPEC Plus group indicates a lack of consensus among Arab producers on supply management, which may lead to increased supply and downward pressure on oil prices.
  • Our interpretation: The potential lifting of sanctions on Iranian oil, combined with the current supply surplus, suggests a risk of declining oil prices below $70, which could impact inflation expectations and energy equities as market participants adjust to the new supply dynamics.
INSTRUMENTS
WTI
I 0.8 • C 0.9
The block discusses the potential increase in Iranian oil supply and its impact on prices.
FULL
15:00–20:00
  • The speaker criticizes the European Central Bank for raising interest rates just before a resolution in the Strait of Hormuz, indicating poor timing.
  • The European Central Bank forecasts a growth rate of 0.8% for the Eurozone in 2026, despite experiencing negative growth in the first quarter.
  • To align with its growth projections, the European Central Bank would require three quarters of approximately 0.5% growth, which the speaker views as overly optimistic.
  • The speaker suggests that central banks, including the European Central Bank, may need to reconsider their inflation concerns due to recent oil price developments.
  • The resolution in the Strait of Hormuz has resulted in a notable decline in oil prices, potentially affecting inflation expectations and central bank strategies.
  • Our interpretation: The recent resolution in the Strait of Hormuz, combined with the European Central Bank's questionable timing on interest rate hikes, indicates a potential shift in inflation dynamics. As oil prices decrease, central banks may be pressured to reassess their inflation outlook, which could lead to adjustments in interest rate strategies and impact equities and commodities markets.
INSTRUMENTS
BRENT
I 0.6 • C 0.8
The resolution in the Strait of Hormuz is linked to a decline in oil prices.
FULL
20:00–25:00
  • The export curve and subsequent decline in statements have reduced the risk of a left tail scenario for companies like Anthropic and OpenAI, indicating these models may now be too big to fail.
  • The combined revenue projections for Anthropic and OpenAI reflect a shift in market sentiment, as government involvement may provide a safety net, alleviating concerns among portfolio managers.
  • SpaceX's IPO marked the largest in history, with a notable price increase of 15-20% on its first trading day, showcasing strong market demand for growth stocks.
  • Total IPO proceeds this year are projected to reach approximately $300 billion, which, while significant, is relatively modest in historical context when adjusted for inflation.
  • Our interpretation: Recent developments in the AI sector, particularly regarding export restrictions and potential government support, suggest a shift in risk dynamics that could foster a more favorable environment for growth stocks and tech IPOs.
INSTRUMENTS
AAPL
I 0.8 • C 0.9
The discussion highlights the potential for growth in the AI sector, which includes companies like Anthropic and OpenAI.
MSFT
I 0.7 • C 0.8
Microsoft's involvement with OpenAI positions it as a key player in the AI growth narrative.
TSLA
I 0.6 • C 0.7
Tesla's innovation in technology aligns with the broader growth narrative in the tech sector.
FULL
25:00–30:00
  • The current IPO season is characterized as extreme but not reaching record highs, indicating a resemblance to the year preceding a cycle peak.
  • Concerns arise regarding a potential shift in market activity towards cheaper models ahead of the IPOs of certain tech companies, as major firms like Microsoft have curtailed their cloud spending.
  • There is a notable year-on-year growth of nearly 90% in South Korean exports for the first 10 days of the month, although this figure may be less dramatic when adjusted for workday variations.
  • Despite the record nominal IPO achieved recently, there remains potential for a market rally, supported by a favorable liquidity outlook expected to persist until August.
  • The oil market is currently experiencing a surplus, a development that was not widely anticipated a few months ago, with future trends contingent on whether China resumes its purchasing activities.
  • Our interpretation: The dynamics in the IPO market and the oil surplus suggest a potential reallocation of capital, with tech investments facing scrutiny while commodity markets hinge on China's demand recovery.
INSTRUMENTS
MSFT
I 0.6 • C 0.8
Microsoft's cloud spending cuts are directly mentioned, impacting its market outlook.
KOSPI
I 0.4 • C 0.7
The significant growth in South Korean exports suggests a positive macro outlook for the region.
WTI
I 0.6 • C 0.7
The oil market surplus and China's purchasing activities are discussed, affecting oil prices.
INFO
MARKET MEDIA2026-06-14
OPEN SOURCE
CHANNELReal Vision
Why This El Niño Could Be Different with Shawn Hackett & Ash Bennington
BLOCKS
00:00
05:00
10:00
15:00
4 intervals • swipe left
Why This El Niño Could Be Different with Shawn Hackett & Ash Bennington
Real Vision • 2026-06-14 13:00:15 UTC
A super El Niño is characterized by sea surface temperatures in the central Pacific exceeding normal levels by two degrees Celsius or more.
FULL
00:00–05:00
  • A super El Niño is characterized by sea surface temperatures in the central Pacific exceeding normal levels by two degrees Celsius or more.
  • Since 1850, only seven super El Niños have occurred, highlighting their rarity and potential impact.
  • The current super El Niño may mirror the severe agricultural disruptions experienced during 1877-1878.
  • Not all super El Niños result in increased weather volatility, but this one is believed to carry heightened risks for global food supplies.
  • If current models and media forecasts hold true, significant repercussions for food prices, inflation, and geopolitical stability could arise.
  • Our interpretation: The potential for substantial agricultural disruption from this super El Niño may lead to increased volatility in food-related markets, prompting investors to reassess risk exposure in commodities and inflation-sensitive assets.
INSTRUMENTS
WHEAT
I 1.0 • C 1.0
The discussion centers on agricultural disruptions due to the super El Niño.
CORN
I 1.0 • C 1.0
Corn is also a key agricultural commodity likely to be impacted by the same weather disruptions.
SOYBEANS
I 1.0 • C 1.0
Soybeans are another critical crop that could be affected by the super El Niño's impact on agriculture.
FULL
05:00–10:00
  • The 1877-1878 El Niño caused widespread drought across Asia, impacting countries such as India, China, and Australia simultaneously.
  • This drought was notable for its extensive geographical reach, affecting the entire Asian continent rather than isolated regions, which amplified its effects.
  • During this period, significant famines occurred due to insufficient food supply, with rice and wheat prices surging by 600%.
  • While modern technology may alleviate some famine effects, the risk of substantial food supply disruptions remains a concern.
  • The highest sea surface temperature anomaly recorded during the 1877-1878 El Niño was 2.7 degrees above normal, contributing to its severe impact.
  • Our interpretation: A similar El Niño event today could lead to significant agricultural disruptions, impacting food prices and inflation, which may in turn affect geopolitical stability and economic conditions across Asia and beyond.
INSTRUMENTS
WHEAT
I 0.8 • C 0.9
The discussion highlights potential agricultural disruptions due to El Niño, which can significantly affect wheat supply.
CORN
I 0.7 • C 0.8
Corn is also a staple crop that could be affected by agricultural disruptions from El Niño.
SOYBEANS
I 0.6 • C 0.7
Soybeans are another key agricultural product that may face supply challenges due to the discussed El Niño effects.
GOLD
I 0.5 • C 0.6
Increased food prices and inflation concerns can drive demand for gold as a safe-haven asset.
FULL
10:00–15:00
  • The duration of the sea surface temperature anomaly will significantly influence the severity of the situation, with a longer duration potentially leading to more severe impacts.
  • Sea surface temperatures may reach levels comparable to those seen in 1877, with peak anomalies expected to be in the upper twos.
  • The current negative state of the Indian Ocean dipole could allow for a broader impact across Asia, similar to the conditions in 1877.
  • High concentrations of Arabian Peninsula sand in the atmosphere could suppress moisture and further impact the monsoon season in India and China.
  • While historical famines resulted in millions of deaths, modern infrastructure may mitigate the severity of food shortages, though high prices are still expected.
  • Our interpretation: A similar El Niño event today could lead to significant agricultural disruptions, impacting food prices and inflation, which may in turn affect geopolitical stability and economic conditions across Asia and beyond.
INSTRUMENTS
WHEAT
I 0.8 • C 0.9
The discussion on agricultural disruptions and food prices directly relates to wheat supply and demand.
CORN
I 0.6 • C 0.8
Corn is also a staple crop that could be affected by the same agricultural disruptions discussed.
SOYBEANS
I 0.5 • C 0.7
Soybeans are another key agricultural product that could face supply challenges.
FULL
15:00–20:00
  • A strong El Niño combined with a neutral Indian Ocean dipole can lead to a very active Western Pacific typhoon season, which tends to draw moisture from Asia and transport it to the Arctic.
  • If the Western typhoon season is very active, it could exacerbate moisture loss in Asia, potentially impacting agricultural outputs.
  • Our interpretation: The interplay of these climatic factors could lead to substantial agricultural disruptions, influencing food prices and inflation, which may affect geopolitical stability and economic conditions across Asia and beyond.
INSTRUMENTS
WHEAT
I 0.8 • C 0.9
The discussion on agricultural disruptions directly relates to wheat production.
Loading more...