by Tyler Durden
Monday, May 24, 2021 - 01:55 PM
Real Vision managing editor Ed Harrison and editor Jack Farley break down today’s most important market-moving stories from China’s clampdown on commodity speculation and Bitcoin mining to the supply chain bottlenecks that may at last spur durable capex investment from companies in order to meet demand. Harrison and Farley cover the day’s price action in which global equities drift higher alongside commodities such as gold and crude oil as well as the crypto volatility, which did not abate over the weekend.
Today s Top Stories+
by Tyler Durden
Tuesday, May 18, 2021 - 02:20 PM
Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro for a live Daily Briefing to analyze the tape and provide an update on his thoughts concerning the direction of inflation and the commodities trade. Greer touches on metals and mining as well as oil and discusses how likely it will be that inflation will become transitory based on last week’s CPI print.
Today s Top Stories+
As markets reel from the latest Elon Musk Bitcoin FUD, the CEO of Real Vision, Raoul Pal, said BTC maximalists are in part culpable due to their blinkered view.
Daily Briefing: Diego Parrilla: Crypto in the Crosshairs? zerohedge.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from zerohedge.com Daily Mail and Mail on Sunday newspapers.
Su Zhu and Kyle Davies are the founders of the crypto asset hedge fund Three Arrows Capital.
They told the Bankless podcast about how they rebalanced to ether after being overweight bitcoin.
They also shared how ether could overtake bitcoin and go over $25,000 in the short- to medium-term.
Bitcoiners love to buy and hold so much that HODL hold on for dear life has effectively become an investing strategy for many crypto investors.
For the crypto asset hedge fund Three Arrows Capital though, being aware of short-term narratives while sticking to a long-term thesis has differentiated them from the increasingly competitive space.