Real Vision: Finance & Investing

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue to support the meteoric rise in risk assets.

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Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 01:06 - Macro Mondays: Iran Talks, ISM Strength, and June Trade Ideas 02:30 - State of the Union Preview: Why Macro Still Drives Everything04:34 - Strong ISM Print and Why US Manufacturing Keeps Accelerating06:00 - Iran Talks Break Down Again: How Fragile Is the Ceasefire?07:30 - Why Markets Are Still Taking the Iran Headlines in Stride10:16 - How Long Can the Global Economy Handle a Closed Hormuz?12:34 - June Outlook: Thematics, Trade Setups, and What Still Works13:20 - Industrial Robotics, Real-World AI, and the Next Training Bottleneck16:54 - Liquidity in June: Treasury Cash Drawdown and Easier Leverage20:19 - Why Bitcoin Is the Only Risk Asset Not Joining the Rally22:53 - Three Trades for June: Security Software, Server Makers, and Drones27:19 - Claude, ServiceNow, and the New AI-Driven Momentum Trade
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This week on REKT Vision, Bijan Maleki welcomes Blocmates founder Grant to dissect the biggest narratives and themes currently driving cryptocurrencies, macro, and AI, including Hyperliquid's outperformance, NEAR Protocol's run, Anthropic's valuation, trouble over at Ethereum, and much more. REKT Vision LIVE with @blocmates

Let Monarch do your financial 'spring cleaning' for you!
Use code REALVISION at Monarch.com to get your first year half off at just $50.

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Timestamps:
0:00 - Sponsors
01:47 - AI, Media, and Why Human Creators Still Matter
05:37 - Hyperliquid: The Thesis That Started in 2023
09:48 - Why Hyperliquid Rejected the VC Token Playbook
14:07 - Can Hyperliquid Become a Top 5 Crypto Asset?
17:02 - Privacy Coins Are Back: Zcash, Monero, and the Next Crypto Battle
21:15 - Why Privacy Could Be Crypto’s Biggest Future Narrative
23:05 - Ethereum’s Identity Crisis: Ideology vs Execution
27:15 - Solana vs Ethereum: Why Markets Prefer Pragmatism
30:09 - Near Protocol, AI, and the Most Underrated Crypto Products
32:14 - Claude, Codex, and the Rise of AI Builders
33:52 - OpenAI, Anthropic, and the Trillion-Dollar AI Race
38:18 - AI Agents, Payments, and the End of Subscriptions
41:51 - Open Source AI vs Claude: Which Tools Actually Work?
43:32 - Will Humans Live to 150? AI and Personalized Medicine
48:42 - Why AI Agents Could Bring the Next 100 Million Crypto Users
50:14 - Blockmates’ Vision for the Future of Crypto Media
52:14 - New Real Vision AI Features: Cipher, Pulse, and AI Mentors

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Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it. Through enhanced research, coding apps, dashboards, and creating one's own technical indicators, Kris gets into it all with a rotating cast of RV community members. Tune in live every Wednesday at 1PM ET.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending.  Use code REALVISION at Monarch.com to get your first year half off at just $50.   
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Real Vision’s Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next phase of the market may depend on whether Middle East tensions truly de-escalate. They also explore a surprising inflation driver in hardware and semiconductors, explain why consumer spending is holding up better than many expect, and share the sectors they’re watching next.

Let Monarch do your financial 'spring cleaning' for you! 
Use code REALVISION at Monarch.com to get your first year half off at just $50.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Timestamps:
00:00 - Monarch Sponsor
01:00 - Macro Mondays: Iran, Hormuz, and Global Markets
01:31 - Strait of Hormuz Deal Rumors and Market Reaction
02:50 - Europe’s Heat Wave and the Energy Debate
04:21 - Trump, Iran, and the Weekend Negotiation Push
06:01 - Can Trump Sell an Iran Deal to Republicans?
07:12 - Abraham Accords, Iran, and Middle East Strategy
07:59 - Oil Drops, Bond Yields Fall, and Markets Rally
09:11 - Are Iranian Ships Actually Moving Through Hormuz?
10:58 - Why Markets Care More About Hormuz Than Politics
13:03 - Inflation Outlook: Energy vs Consumer Prices
14:20 - Kevin Warsh, AI, and the Disinflation Argument
17:45 - Which Sectors Benefit Most From Inflation?
18:45 - Why AI Hardware Is Suddenly Inflationary
21:08 - The AI Memory Boom and Rising Electronics Prices
23:39 - Why Hardware Stocks Have Outperformed in 2026
24:02 - What Happens if Inflation Peaks in June?
25:20 - Consumer Spending Is Holding Up Surprisingly Well
27:01 - Amazon, Tesla, and Luxury Stocks as the Next Trade
28:11 - PCE Inflation Data: What Markets Need This Week
29:28 - Final Thoughts: Waiting on the Iran Deal
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This week on REKT Vision, Bijan Maleki welcomes Stats, aka Punk 9059, the chief chart officer at Memeland, to dissect the biggest narratives and themes currently driving cryptocurrencies, macro, and AI, including the DeFi security crisis, departures from the Ethereum Foundation, and Hyperliquid's relentless run.

Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending.  Use code REALVISION at Monarch.com to get your first year half off at just $50.   

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

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