Real Vision

It’s on. Our Trading League is officially open.

Post up to three trade ideas inside Real Vision between now and November 20 and compete for up to $100K in prizes. 

All you need to get started is a free account. You don’t need to make any real trades, just post the idea, and it gets scored on how it plays out in the market.

And we’re not sending you in blind… Last week we ran two days of live workshops with some of the best in the game, all recorded and ready to watch with your free account. 

Plus you get a free Trade Agent to use for the whole League. Type a ticker, let it do the digging, then post the idea that holds up.

Your future. Your move.

“We never asked for legislative clarity. We asked for regulatory clarity.”

@perkinscr97 on why institutions are walking into crypto without waiting for Congress.

AI has no demand ceiling, says @RaoulGMI, because the main buyer of intelligence is intelligence itself.

Every layer, TSMC, Nvidia, data centers, hyperscalers, models, is making 30% to 65% margins and Anthropic’s S-1 shows 85%.

Cash flow is funding this build, which is very unlike 2000s.

What happens when you let an AI agent run the company?

@jayantkrish is finding out. His agent is CEO of a business, deciding what the product is, which services to buy and how to market it. He's not sure it'll work, but it's making the same kinds of calls he would.

"My conclusions thus far have been I'm impressed."

The AI trade has done more than lift stocks. It's been lifting the spending of the people who own them.

@pboockvar says that's why this sell-off matters beyond markets. If the S&P 500 stays much lower without a quick snapback, he doesn't expect upper-income spending to keep running at the same pace.

"The stock market is the economy, the economy is the stock market."