Real Vision: Finance & Investing

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Alex and Grant from Blocmates. They dissect the week's price action, key levels to look out for, latest inflation print, the AI market narrative, LayerZero's ZRO token, and much more.

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Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI.

U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest level since March 2021. While the report strengthens the case for potential Fed rate cuts, it follows a robust labor market update earlier in the week, keeping policy expectations finely balanced.

Equities struggled, with the Nasdaq dropping 2% amid fresh AI disruption fears despite Anthropic raising $30 billion at a $380 billion valuation. Meanwhile, China posted a record $242 billion current account surplus in Q4 2025, highlighting export resilience despite weak domestic demand.

Oil slipped on reports that OPEC+ may resume production increases in April. Gold rebounded after briefly falling below $5,000 per ounce. The yen is on track for its strongest week in a year versus the dollar.

In crypto, Bitcoin remains stable week-over-week. Coinbase shares rose despite a Q4 earnings miss, even as reports surfaced that CEO Brian Armstrong has sold roughly $500 million in stock over the past nine months. Several crypto CEOs, including leaders from Ripple, Gemini, Uniswap, and Chainlink, have joined the CFTC advisory group.

A volatile week wraps with inflation cooling — but crosscurrents in AI, geopolitics, and liquidity remain firmly in play.

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Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets.

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Global markets are leaning into growth.

Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resilience rather than fading hopes of aggressive rate cuts. MSCI’s All-World index is trading near record highs, while South Korea’s Kospi has crossed 5,500 for the first time.

Attention now turns to initial jobless claims and the upcoming CPI print, which could shape expectations for the Federal Reserve’s June decision. CME FedWatch odds for a rate hold have climbed to 40%.

In the UK, GDP expanded just 0.1% in Q4, while industrial production fell unexpectedly. Meanwhile, Nuveen has agreed to acquire asset manager Schroders for $13.5 billion.

In digital assets, crypto markets remain steady despite Blockfills halting withdrawals. BlackRock is deepening its move into tokenized finance, bringing its Treasury-backed BUIDL token to Uniswap through Securitize. Court drama surrounding FTX has resurfaced, and Kraken has replaced its CFO ahead of its public listing.

A busy macro backdrop with institutional crypto developments accelerating beneath the surface.

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Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets.

Connect with Raoul:

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Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X.

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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.

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About Real Vision™:
We arm you with the knowledge, tools, and network to succeed on your financial journey.

Connect with Real Vision™ Online:
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Twitter: https://rvtv.io/twitter
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U.S. non-farm payrolls delivered a major upside surprise.

The U.S. economy added 130,000 jobs, roughly double expectations, while unemployment fell to 4.3%. The data suggests labor market stabilization despite recent economic uncertainty. Stocks initially reacted positively, though tech names continued to weigh on broader indices.

The Dow closed at record highs for a third straight session, while the Nasdaq and S&P lagged amid pressure on Alphabet and brokerages. In Asia, the Nikkei and Taiwan exchange surged to fresh all-time highs, while the yen strengthened further.

China’s vehicle sales fell 3.2% year-on-year amid persistent deflation pressures, and Bitcoin slipped back below $67,000 as talks over crypto market structure and stablecoin yields stalled. Meanwhile, LayerZero’s ZRO token jumped over 20% following the launch of a new institutional-focused blockchain.

A mixed but consequential day across macro, equities, FX, and crypto.

🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com

Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.

Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets.

Connect with Raoul:

Twitter (X): https://twitter.com/RaoulGMI

Instagram: https://www.instagram.com/raoulgmi/

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