The people you follow on RV now have a live portfolio you can track.
Steno Research: 36 positions. Live P&L. Grouped by theme.
Not commentary. Actual positions.
The people calling this a bubble have never actually seen one.
Dot-com peak: 6.7% of stocks doubled in a quarter. Meme mania: 5.9%.
Right now: 1.1%.
This is a repricing. The really stupid part hasn't started yet.
@AndreasSteno
1. Real Vision @RealVision
People can debate their price predictions or models all they want. What you can't deny is the depth put together by @RaoulGMI, @BittelJulien, @AndreasSteno and @Jamie1Coutts
The charts, the data, the way they embed their thesis visually so you actually understand the mechanics.
Your weekend reading material...
@Jamie1Coutts digs into why near:native might be one of crypto's most asymmetric long-term opportunities.
The market is still sleeping on it👇
Added a few new bets within the Industry today. See which @RealVision
Up a lot this year after two good years in 2024 and 2025 as well. We are more than crypto, in other words
The people you follow on RV now have a live portfolio you can track.
Steno Research: 36 positions. Live P&L. Grouped by theme.
Not commentary. Actual positions.
Traders are gearing up for the biggest IPO of all time.
SpaceX debuts on the Nasdaq today and expectations are sky-high.
Where will $SPCX and the wider market go?
Discussing live on the final REKT Vision with @rektmandox.com/i/broadcasts/1OGwbllwQ…
Most people trade the commodity. One RV member traded the business that moves with it.
$BROS long. Coffee correction thesis. 12.61% in 48 hours.
There's a reason some people are always early.
Every finance community has "calls".
Almost none track them. Names, tickers, positions, P&L. Wins and losses. All public.
Receipts from the last 30 days...
The biggest marketplace on earth won't be assets humans own. It'll be the data AI needs. And we won't see any of it.
I sat down with @jvisserlabs to map out Reed's Law, the invisible economy, the AI supercycle, and what it all means for capital markets. As ever, please enjoy!
Would like to thank @RaoulGMI for the amazing presentation yesterday, we love your sense of humour and drive around community! Win is meant exactly for that, to foster community! Cheers @RealVision community!