Real Vision: Finance & Investing · Real Vision Podcast Network

Trading the Markets: February 11, 2026

·27 min·1 clip

Palantir revenue is up 130% year on year, and Chris says its backlog makes it an AI buy.

Bitcoin takes the first hit. The episode starts in the live Trading the Markets groove: a quick check in, questions from X and the platform, then straight to Bitcoin because it is rolling over. Crypto is having a rough one. Chris Bullock puts the weakness on liquidity, arguing that the banking system fountain needs to turn back on before crypto can really reverse. Rates are part of that. So are lower interest rates, overseas money, and broader capital flow into Bitcoin. The point is simple: one thing will not flip the market by itself. Even the Clarity Act gets treated as a useful piece of the setup, not a magic switch. The economic read is more constructive. The guest says the economy is expanding and the right indicators are moving, but structural change still takes time. That is the uncomfortable part. Crypto can keep bleeding while the Fed transition, the regime shift, and the market plumbing slowly line up. This is not a year long bear case. The base case leans toward a possible Q2 window and a larger bottoming pattern before the next run, but nobody pretends the low is obvious. The useful lens is liquidity: watch whether it actually comes back. Live questions keep pulling the discussion back to what could reverse the drawdown. There is sponsor material at the end, so the real market signal sits in the Bitcoin and liquidity section before the futures-platform copy takes over.

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