Real Vision x Sui: What Is Onchain Ownership? (Episode 3)

🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0. REKT Vision is back with rektguy and Canary Labs co-founder Mando and Popset co-founder Sergio "Sergito" Silva (filling in for OSF again) to review the biggest narratives this week. They dig into the German government's bitcoin sell-off, the breakdown in crypto and the tech sector's correlation, Solana's Firedance upgrade, and more. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 🔥 Get access to a monthly exclusive drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0 Watch this on Real Vision for so so much more - content, trade ideas, notes, AI, research and an epic community. All in one place. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Heinä 202459min

🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Michael Nicoletos, founder and CEO of DeFi Advisors, sits down with Andreas Steno Larsen to discuss the state of China's economy, from mounting debt obligations in the property sector to banking concerns and the hidden debt crisis. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can’t miss this year. Timestamps: 0:00 - Sponsor: Token2049 Event 1:03 - Overview of China's current economic landscape 1:39 - Michael's long-term concerns about China 2:08 - Decline in China's real estate and stock markets 3:21 - Comparison of China's M2 with the US 4:39 - Impact of housing debt on China's economy 5:24 - China's public deficit and its implications 7:08 - US vs. China in attracting global capital 9:05 - Weakening of the Chinese Yuan 10:17 - Strategies China might use to boost its economy 12:42 - Potential for a BRICS currency and China's ambitions 18:18 - Investment strategies for mitigating risks of a weaker dollar 20:01 - Gold as a hedge against currency devaluation 21:41 - Measuring capital flight from China 24:06 - Discrepancies in trade data indicating money outflow 26:07 - Using satellite and pollution data to gauge China's economic activity 27:09 - China's strategy with US treasuries 28:55 - Importance of gold purchases by China 30:34 - Speculations on China's future financial strategies 33:19 - Signs of instability in China's economic management 35:13 - Positive observations about China's copper accumulation and EV exports 37:36 - Europe's reaction to Chinese exports and trade policies 41:58 - European and Asian perspectives on the economic developments 45:29 - The importance of liquidity in the US financial system 47:18 - Long-term outlook on Europe and Russia's relationship 50:28 - Investments worth considering in China 52:26 - Summary of investment risks and opportunities in China 52:57 - Conclusion and final remarks About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3MMeRfQ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Heinä 202457min

🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Chainlink, the blockchain oracle protocol, has been expanding its partnerships with TradFi behemoths such as Swift and DTCC. Ash Bennington sits down with co-founder Sergey Nazarov for an update on their work to bring real-world assets on-chain and the journey to institutional adoption. Recorded June 24, 2024. Timestamps: 00:00 - Sponsor: Token2049 01:04 - Introduction of Sergey Nazarov and Chainlink overview 01:35 - Explanation of what Chainlink does and why it matters 02:09 - Comparison of blockchain industry with and without Oracle networks 02:45 - Chainlink's role in enabling transaction value 03:17 - Discussion on traditional finance adoption of blockchain 03:48 - Smart contracts in banking and capital markets 04:57 - Shift in the global financial system towards blockchain 06:09 - Growth of blockchain activities in public and private sectors 07:22 - Interaction between bank chains and DeFi protocols 08:18 - Development of a global internet of contracts 08:50 - Pilot projects with SWIFT and DTCC 09:57 - Details on SWIFT and DTCC projects and their significance 11:44 - Tokenization of funds and its importance 12:23 - Synchronizing data and value across chains 14:05 - Establishing global standards for blockchain interactions 15:11 - Infrastructure and systems in financial markets 16:09 - Transition timeline for blockchain adoption in finance 17:18 - Increased focus on practical applications of blockchain 18:22 - Efficiency and data sharing improvements in financial systems 19:24 - Tipping point for new financial products on blockchain 20:30 - Future growth and value migration in blockchain 21:40 - Real-world assets trading on blockchain 22:20 - Current state of real-world assets vs. DeFi 23:18 - Chainlink's role in verifying real-world assets 24:48 - Blockchain's potential for greater transparency 25:16 - Avoiding financial crises with blockchain technology 27:00 - Transparency in banking and asset management 28:07 - Access to information and market stability 29:17 - Understanding blockchain transactions and data 30:22 - Ensuring data accuracy and transparency 31:27 - Framework for constructing consensus on data 32:33 - Aggregating reliable data sources for blockchain 33:07 - Process of creating reliable blockchain data 34:09 - Challenges and solutions for off-chain data aggregation 35:17 - Importance of decentralized Oracle networks 37:05 - Clarifying the origin of DeFi data 37:38 - Role of off-chain data in blockchain applications 38:53 - Growth of Chainlink Oracle networks 40:05 - Evolution of Chainlink beyond data aggregation 41:50 - Analogy of smart contracts without Oracle networks 42:20 - Automation solutions for smart contracts 43:18 - Configurability of decentralized Oracle networks 44:25 - Decentralization and its impact on speed and performance 45:28 - Bottlenecks in blockchain technology 46:32 - Role of LINK token in Chainlink ecosystem 47:29 - Signals of widespread blockchain adoption 48:02 - Interaction between real-world assets and DeFi 49:05 - Growth of traditional financial systems on blockchain 50:12 - Collision of public and private blockchain worlds 51:27 - Building a single internet of contracts 52:26 - Final thoughts on the future of blockchain 53:37 - Importance of reliability in the blockchain industry 54:07 - Conclusion Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Heinä 202458min

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M. David Rosenberg, founder and president of Rosenberg Research, joins Ash Bennington to share his views on the current state of the economy, a growing disconnect between supply and demand, and what it means for the potential of a recession. David also discusses the bubble he sees forming in the stock market, and where he's spotting investment opportunities. Recorded on Thursday, June 20th. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Timestamps: 00:00 - Sponsor: Token2049 01:01 - Introduction of David Rosenberg 01:37 - David's perspective on the current economy 02:18 - Comparison to the 2007 economic outlook 03:33 - Recession pressures and the business cycle 04:11 - Impact of fiscal stimulus on the economy 05:25 - Credit card debt and delinquency rates 06:41 - Changes in consumer behavior and credit card balances 07:53 - The role of excess savings and stimulus checks 08:27 - San Francisco Fed report on excess savings 09:02 - Consumer revolt against high prices 10:06 - Discrepancy between current economic conditions and the Fed's statements 11:23 - Historical comparisons to 2008 and recession signals 12:34 - Overstated non-farm payrolls and data revisions 13:37 - Signs of a potential recession in various economic sectors 14:13 - GDP growth and economic activity slowing down 15:17 - Lack of catalysts for re-acceleration in growth 16:26 - Importance of supply and demand in forecasting inflation 18:11 - Expectations for disinflation and Fed rate cuts 19:20 - Discussion on current trend growth and productivity gains 21:04 - Labor force participation and its impact on the economy 22:15 - Disconnect between productivity gains and aggregate demand 23:26 - Impact of housing and consumer behavior on the economy 24:34 - Global economic conditions and their effect on US exports 25:40 - Outlook on inflation and interest rates without a recession 26:16 - Increasing unemployment rate and its impact on wages 27:23 - Supply curve dynamics leading to disinflation 28:43 - Capacity growth in the industrial sector 29:18 - Expectations for inflation to reach the Fed's target 30:26 - Implications for asset prices and the stock market 31:39 - Concentration risk and the impact of high-performing tech stocks 33:33 - Concerns about excessive valuations and investor behavior 35:08 - Importance of thematic investing and capital preservation 36:50 - Sectors with growth potential: Aerospace, defense, utilities, and healthcare 38:57 - Trading down and frugality trends among consumers 40:14 - Staples and essential sectors as investment opportunities 41:37 - Utilities as a growth area due to climate change and infrastructure needs 43:17 - The role of gold and gold mining stocks in a disinflationary environment 44:56 - Impact of passive indexation on market distortions 46:41 - Risks of bubble bursts and historical parallels 48:02 - Potential market corrections and investor psychology 50:13 - Advice on profit-taking and portfolio rebalancing 51:57 - Importance of capital preservation and conservative investing 52:36 - Final thoughts on the current market cycle 53:47 - Importance of historical context in investing decisions 54:33 - Sentiment and psychology driving market behavior 55:52 - Recommendations for protective strategies in investing Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Heinä 20241h

🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. 🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0. Big news for SOL this week. Is that enough of a catalyst? Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson are joined by Raoul Pal on REKT Vision to review the biggest themes and narratives this week, including VanEck filing for a SOL spot ETF, the selloff in BTC, and stablecoin rules taking effect the EU and UAE. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can’t miss this year. Watch this on Real Vision for so so much more - content, trade ideas, notes, AI, research and an epic community. All in one place. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Kesä 20241h 6min

🔥Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson are back to review the biggest themes and narratives this week, including ether falling less than bitcoin or solana, Nvidia's continued rise, worries about the memecoin cycle, and more. You can get access to the exclusive “Drinks with OSF and Mando” sessions and all the research and trade ideas in RV Crypto right here: http://realvision.com/rvc24 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can’t miss this year. 🔥Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3MMeRfQ Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Kesä 20241h 4min

🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0. Equities and digital assets have decoupled. Why? And when will crypto push higher? Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson are back to review the biggest themes and narratives this past week, including why cryptocurrencies have not followed the lead set by stocks, which set new all-time highs this week, and bitcoin's increasing dominance. Chapters: 00:00 - Intro 01:04 - Conversation about the upcoming Euros 02:27 - Transition to discussing the crypto market 02:48 - Overview of the past week's market performance 02:55 - Bitcoin's movement and support levels 03:05 - Performance of ETH and Solana 03:12 - Bitcoin dominance and its implications 03:43 - OSF's feelings about the market and recent price action 04:19 - Discussion on the bullish fundamentals of crypto 04:30 - Overview of CPI, PPI, and FOMC impacts 05:01 - Market sentiment and the effect of recent data 05:21 - Comparisons to last year’s market behavior 05:34 - Discussion on the supply overhang and its potential sources 06:43 - Prediction of new all-time highs in the coming months 07:01 - Discussion on market frustration and lack of momentum 07:55 - OSF talks about minor selling and its impact 08:19 - The importance of catalysts for market movement 09:03 - Discussion on the technical factors affecting the market 19:05 - Discussion on the rise of celebrity tokens 19:17 - Mention of Andrew Tate’s token and its market impact 19:29 - Comparison to the NFT cycle of 2021-2022 19:59 - Detailed view on the speculative nature of celebrity tokens 21:00 - OSF's perspective on the risks and sustainability of these tokens 29:30 - Introduction of the Ton Coin and its recent performance 29:45 - Discussion on Ton Coin flipping ETH in active addresses 30:07 - The impact of Telegram’s user base on Ton Coin 30:29 - Speculation on Ton Coin being the "Solana" of this cycle 31:00 - Overview of the Curve founder’s liquidation situation 32:00 - Discussion on the implications for the DeFi market 32:56 - Comparison to traditional finance and margin loans 34:00 - Overview of Terraform Labs’ fine by the SEC 34:43 - Discussion on the implications of the fine and distribution of funds 35:29 - Comparison to CZ's settlement with the SEC 36:00 - Discussion on the performance of gaming tokens 36:23 - Analysis of Prime Parallel TCG’s tokenomics change 37:55 - Speculation on the future of crypto gaming and challenges Q&A Session 41:00 - Discussion on the need for a new narrative for Bitcoin 41:50 - Analysis of hedge funds doing carry trade and its impact 44:00 - Discussion on the impact of upcoming elections on investments 45:00 - Analysis of potential rate cuts by the FED 48:38 - Wrap-up and closing remarks 🔥 Get access to a monthly exclusive drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0 Timestamps: (coming soon after the LIVE ends) Watch this on Real Vision for so so much more - content, trade ideas, notes, AI, research and an epic community. All in one place. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Kesä 20241h 5min

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M C-suite data leader and author of Your AI Survival Guide, Sol Rashidi, joins Ash Bennington to discuss her extensive background and experience as a chief data officer for multiple AI, data, and technology companies, her thoughts on the current state of artificial intelligence, and what the future of smart data looks like. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Kesä 202453min