The Weekly Wrap-Up: November 22, 2024

0:00Hi, everyone. I'm Raoul Pal, the CEO and co-founder of Real Vision. Here at Real Vision, we're committed to give you the best knowledge, tools, and network to help you succeed in your financial future. If you're enjoying this podcast, please take a moment to give it a five-star rating. It truly helps us continue to bring top-tier content. Thank you so much.

0:25Welcome to the Weekly Wrap-Up. I'm Arthur Arshinsky, sitting in for Nico with Bijan. How are you doing, Bijan? How are you doing, Arthur? Happy Friday. Doing great, you know. Bitcoin's closing in on 100 ,000. It's going to be a fun weekend. Happy Friday. I'm just looking at the charts. 99K. We are on the precipice. So, so close right now. I thought we might hit it during this show with OSF and Amanda that we just wrapped up, but it didn't quite happen. But we're nearly there. and in celebration of that, I am wearing the banana yellow and in honor of the green candles, wearing a green shirt. So going all out.

1:13Love it. One thing to tease, next week, Black Friday sales. I believe we will have some sweet deals on Real Vision products and memberships. I think people can expect up to 50%, if I'm not mistaken, on memberships, products. There will be some discounts for the crypto gathering as well. Make sure you get your tickets. Our in-person event in Miami, end of January. You can get your tickets at realvision.com slash CG2025. But this is Real Vision. People watching like to make money. So you can make money when you place trades. So Bijan, what kind of trades have caught your attention this week? Hi, Raoul here.

2:10Listen, I think we've got until 2030 before the economic singularity arrives. Now, it might not be the exact date, but it's around then. So we have about six years to figure out how to unfuck our future. I've put together a report to help you called Prepare for 2030. It's going to help you take the first steps in that journey to make sure you're secure past 2030. So just click on the link below and start your journey now. Oh, yeah, there's been some really good trades this week. I think the first one I want to highlight is buy Orca from Scott Gates. Yep, I can see it. Yeah, so I really love this trade from Scott Gates.

2:56Mostly because, you know, he's supporting my thesis from earlier this year where I was thinking sold DEXs will return to previous highs and then some. So, I mean, Solana is kind of the darling of this cycle and it's getting tons of network activity. So it just makes sense that the decentralized exchanges on Solana will capture a lot of that volume, especially with meme coin season. So while Scott recommended Orca, another one that I think has been capturing most of that volume that we've been seeing is Radium. So that's definitely one to look out for as well. But Orca, great call there from Scott, I think.

3:31I haven't heard much about Orca at all over the past few months. And I see Scott is up 11.4 % since placing that trade. So that's a good one. Any other? Yes, Chris Ainslie's by Palantir. This was a great one. Palantir, oh yes. That's another name I haven't heard in a while. But when it IPO, it was all the rage. Oh, yeah. But it's been flying under the radar with all the attention. It's been on NVIDIA, MicroStrategy this week as well. Interesting. And wow, up 93%. That's a good trade, Chris. Oh, yeah. And one of the reasons I like this trade from Chris is because he lays out his bull case and the risks for the trade.

4:23So he gives you his pros and cons with the charts to back it up. And that's one of the things that I love most about trade ideas. It can be as detailed as you want it to be or as vague as you want it to be. But the more detail, obviously, the better for everyone trying to follow along. Yeah, you can see me scrolling through the notes. There are charts. There's his thesis laid out there. Trade ideas is a really cool feature on the Real Vision website. I think you have one more trade for us, right? Yes. Last trade of the day that caught my, or of the week that caught my attention was by Doge from Ian Dunn.

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6:04Why Doge? Dogecoin. So it's the Elon trade, isn't it? I think so, yeah. So Ian shares some TA for his reasoning, which is always appreciated, right, to get the technicals. But I like this as well due to the psychological aspect of it. As the Department of Government Efficiency progresses, I think so will Doge. But even though this isn't the government efficiency meme coin, there is one for that. I don't think retail and the normies will differentiate. And I think they'll go for the top Doge, pun intended, on this trade here. Never underestimate Doge. you do it at your own peril because it's a meme coin that keeps on surprising us and that's for sure um okay that's it for the trade ideas um let's look at some of the uh content that we obviously have so much of it so we can only touch upon a few of the pieces we've had great stuff on the macro side from andreas and his team they are really establishing themselves on real vision both on the free tier as well as pro macro recently.

7:15But what have you been looking at, Bijan? Yeah, two of the pieces of content that really caught my attention this week and that I really enjoyed. We'll start with the deep dive into crypto and art. That I thought was a great conversation between two NFT and Web3 OGs that provides some great insight on the evolution of art in this digital and web three space and where kind of how it started and kind of where it's trending towards, which I think is always really interesting to hear. And, you know, we've talked and especially here on Real Vision, you hear Raul mentioning it. You've heard it on Rec Vision as well.

7:55There's been a lot of talk of generative art and one of one art for this upcoming cycle. So I think this is a great conversation to help you get acquainted with that and give you ideas of where to look if you want to start collecting. I must say I produced that piece. And frankly, I'm not someone who's really into NFTs and I really enjoyed it. I think they made it very relatable. It was a great overview of the space, both for people who know very little about it, as well as some others who are knee deep into NFT. So I think that was a really good one. For me, one of the pieces that caught my attention this week was the one from Sebastian Purcell.

8:39He held his monthly Insider Talks, which is a panel that he hosts for us monthly with three other professional crypto fund managers. I think it's a brilliant show when you want... insights into how the pros are doing it, how they're thinking. There was some incredible alpha there from Andrew Keyes, who has some contacts in the Trump administration, it seems. Great analysis by Ram Aluwalia and the other guests as well. Obviously, Sebastian has this phenomenal course in the Crypto Academy called The Art of the Bubble. It's always great to hear from him. And the other content that I really liked this week was a piece from Peter Pinkasov.

9:38He does a market update for RV Crypto every two weeks for us. And this is a fantastic overview of everything happening in the macro and then crypto space. He combines the two because we all know crypto is macro and macro is crypto. And Peter does a DeMarc analysis, which again, he also has a lesson in the Crypto Academy, if you're interested and want to learn more about it. Any other piece of content that caught your attention, Bijan? Yeah, Rekt AMA, which just ended about 45 minutes ago. So listen, our monthly AMAs with OSF and Mando, I think, are just such a great value and piece of content for our RV Crypto members.

10:29So if you're not a part of RV Crypto yet, please go ahead and join so you can take part in the monthly AMAs and ask your questions directly to OSF and Mando. But listen, I think they do such a good job of simplifying the complex industry that we're in and giving you a transparent look into their minds and what they're thinking. and I just love that type of insight that we get from them. So there are a lot of great questions from members that touch on art to meme coins to macro to kind of how they're seeing the NFT side of the market. And I think just that type of insight is just priceless that you're going to get here with Real Vision.

11:07So definitely tune into that and make sure you ask us questions so we can include them in the monthly sessions. Yes, join our Discord if you're not there yet. Bijan can show you the ropes, help you around. And you can, if you're on RV Crypto or Pro Crypto, you can submit your question in Discord for the monthly Rekt AMA. And that way you're pretty much guaranteed it will be answered by OSF and Mando. I love sitting on those conversations. They're just so fun to watch. The guys are really cool. And the way they just talk it through is really eye-opening and makes you wonder and really makes you test your thesis as well, because they like to play the devil's advocate.

11:56So it's all great stuff. And speaking about joining RV Crypto, I think next week will be a really good time to do that if someone is not on it. One last thing I wanted to mention is we have obviously this institutional great analysis from Jamie Kutz, our chief crypto analyst on ProCrypto. And he has just added another banger to it because we now have a portfolio update from Jamie. once a month. There's going to be a pro crypto portfolio where he will lay out his thesis, his projections, forecasts. Jamie has some groundbreaking analysis. So what you get from him is pretty much unparalleled in the industry.

12:47This is really top, top stuff that nobody else really does it. No, and that's honestly, I think that's why a lot of our members also appreciate Jamie. If you go into the discord, anytime Jamie releases a report or he comes on, there's a lot of engagement going on around what he's saying and what he's looking into. So obviously it's such high value. And I mean, these are reports that I think institutions would pay a lot of money to get their hands on. So, you know, I think the value there for our members and just how you can read this and then, you know, kind of figure out your thesis or trade how you want to based off of the data you're getting is just incredible.

13:30Yeah, it's quite unique. All right, as we wrap the week, let's take one final look at Bitcoin. Are we there yet? Not quite, not quite. We seem to be moving so close to it. A bit of a sideways chop over the pulse. Let's call it an hour and a half. But that's crypto for you. It can explode any second. And obviously, it's been a phenomenal move so far, regardless, even if we don't hit 100k today or this weekend, it really feels like it's going to be sooner rather than later, right? Hope so. That's the hope. well guys thank you so much for uh joining us uh today and throughout the week on real vision we always love hearing from you so please share feedback in the comment section in the chat on discord send us a message through the rv platform we always love hearing from you and see you next week again if you like this episode i'd love for you to head over to realvision.com forward slash join for a free membership.

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