@Coffee__Capital Avatar @Coffee__Capital Coffee Capital

Coffee Capital posts on X about in the, bitcoin, $tlt, bullish the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 52.17% stocks 19.13% countries 10.43% cryptocurrencies 9.57% technology brands 7.83% automotive brands 2.61% financial services 1.74% social networks 0.87% fashion brands 0.87% currencies 0.87%

Social topic influence in the 11.3%, bitcoin 8.7%, $tlt #15, bullish #470, fed chair 5.22%, inflation #2757, $ibit 4.35%, $msft 4.35%, silver 4.35%, if you 4.35%

Top accounts mentioned or mentioned by @mrderivatives @noruserious @stealthqe4 @barchart @commonsenseplay @illiquidinsight @fibonacciinves1 @liquidpr0qu0 @coends7221 @unusualwhales @richarddiascfa @peterschiff @kobeissiletter @kdan1186 @yieldsearcher @nathanforest66 @acyn @benrabidoux @spectatorindex @geigercapital

Top assets mentioned Bitcoin (BTC) iShares BTC Trust (IBIT) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Metadium (META) Alphabet Inc Class A (GOOGL) Canadian Natural Resources Limited (CNQ) Strategy (MSTR) SPDR GOLD ETF (GLD) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) RAI Finance (SOFI) N/A (N/A) Canadian Imperial Bank of Commerce (CM) Bank of Nova Scotia (BNS) Royal Bank of Canada (RY) The Toronto-Dominion Bank (TD) Bank of Montreal (BMO) Lululemon Athletica Inc (LULU) Southwest Airlines Co (LUV) Factset Research Systems, Inc. (FDS)

Top Social Posts

Top posts by engagements in the last [--] hours

"U.S. long duration treasuries have struggled the past [--] years but I remain bullish on $TLT for the following reasons: [--]. The Fed is not done easing: The latest dot plot projections point to one more cut in [----] at minimum. For now that lines up with market expectations. Although the Fed doesn't control the long end of the yield curve the 10Y should come down slightly as the Fed continues easing. [--]. The deficit: Everyone points to the massive $38 trillion deficit as a major drag on U.S. Treasuries but what people don't realize is that the U.S. Treasury market is the deepest + most liquid in"
X Link 2025-12-26T19:03Z [----] followers, 68.6K engagements

"@Acyn She's actually right about where we are but I would argue how we got here was more so due to the Federal Reserve. That has been a huge driver of income inequality"
X Link 2026-02-13T17:08Z [----] followers, [----] engagements

"YTD every member of the Mag [--] is in the red. The $MAGS ETF is down 7.20%"
X Link 2026-02-13T21:44Z [----] followers, [----] engagements

"@Mr_Derivatives Some context on each member YTD: YTD every member of the Mag [--] is in the red. The $MAGS ETF is down 7.20%. https://t.co/kkmbmNynxB YTD every member of the Mag [--] is in the red. The $MAGS ETF is down 7.20%. https://t.co/kkmbmNynxB"
X Link 2026-02-13T21:45Z [----] followers, [----] engagements

"@Barchart Lots of reasons to have $TLT in your portfolio: https://x.com/Coffee__Capital/status/2004629200314270209s=20 U.S. long duration treasuries have struggled the past [--] years but I remain bullish on $TLT for the following reasons: [--]. The Fed is not done easing: The latest dot plot projections point to one more cut in [----] at minimum. For now that lines up with market expectations. https://t.co/VO3ZyWGKRd https://x.com/Coffee__Capital/status/2004629200314270209s=20 U.S. long duration treasuries have struggled the past [--] years but I remain bullish on $TLT for the following reasons: [--]. The"
X Link 2026-02-14T21:11Z [----] followers, [---] engagements

"The way I think about corporate debt spreads are like a spring. they coil and coil tighter then explode to the upside. We saw this last April during the Liberation Day tariff tantrum. Since then they have continued to compress. It is a matter of when not if these surge higher again. The question is what will that catalyst be https://twitter.com/i/web/status/2022797771758023073 https://twitter.com/i/web/status/2022797771758023073"
X Link 2026-02-14T22:19Z [----] followers, [---] engagements

"@IlliquidInsight Yes here is why they are utilizing debt: https://x.com/Coffee__Capital/status/2022792595647426593s=20 A few key reasons as to why these hyperscalers are tapping the DCM at unprecedented rates: 1) Spreads are historically tight no matter how you dice it. Although borrowing costs are elevated the incremental cost to access the DCM is quite low as the demand is there. 2) https://x.com/Coffee__Capital/status/2022792595647426593s=20 A few key reasons as to why these hyperscalers are tapping the DCM at unprecedented rates: 1) Spreads are historically tight no matter how you dice"
X Link 2026-02-14T22:25Z [----] followers, [---] engagements

"In my opinion the recent selloff of $SOFI is likely justified. Let me point out just one aspect of the below tweet regarding member growth. SOFI did achieve impressive member growth again in [----] up about 35%. This was basically the same growth rate from the previous year which was 34%. However to reach 50M members by [----] they need to keep growing at a 30% CAGR. This becomes much harder to do as the base number of members grows. For example by the year [----] they would need to be adding about 11M members in a single year. In [--] years time will they be able to add the total number of members in"
X Link 2026-02-15T00:03Z [----] followers, [---] engagements

"@BenRabidoux Basically just assuming the house will be worth so much more in the future that being cash flow negative wont matter. Hilarious and concerning"
X Link 2024-12-02T16:24Z [----] followers, [----] engagements

"@spectatorindex Most people have no idea how much of a bubble Canada is sitting on. And the wave of renewals at higher rates is just starting"
X Link 2024-12-20T01:44Z [----] followers, [----] engagements

"@Geiger_Capital Altman gives me a bad gut feeling. I dont know why but I just have a bad feeling about him"
X Link 2025-01-22T23:00Z [----] followers, [----] engagements

"Quite the year for Canadian banks - every one of them not only beat the S&P/TSX Composite but they also all beat the S&P [---]. $BNS $RY $TD $BMO $NA $CM"
X Link 2025-12-24T23:34Z [----] followers, [---] engagements

"Canadian Natural Resources $CNQ is a very well run oil company. It is selling off this week on the Venezuela news but I am watching carefully. If we go below $40 I will be adding"
X Link 2026-01-07T18:29Z [----] followers, [----] engagements

"I trimmed some of my $TLT today @ $88.32 to buy some $ICOP @ $54.25 (iShares Copper & Metals Mining ETF). Although I remain bullish on bonds I dont expect the 10Y to go below 3.75% over the next 1-2 years. Thus the $TLT upside to me is capped at around $95 - $100. There are so many great opportunities out there right now and my conviction in metals is only growing. However if we get closer to 4.50% on the 10Y I will add more $TLT. 5% is as high as theyll let it go it would be a screaming buy at those levels. https://twitter.com/i/web/status/2015854457763070173"
X Link 2026-01-26T18:28Z [----] followers, [----] engagements

"$LULU is now down 66% () since the highs of December [----]. Some people point to the expensive prices but Alo is priced quite similar and they continue to grow. In my opinion that is not why the company is trailing"
X Link 2026-01-29T19:11Z [----] followers, [---] engagements

"PIMCO slams private credit but it is important to remember the source. PIMCO themselves turned somewhat of a blind eye to private credit over the years and opted to stay in public credits while other firms (Blackstone Apollo Ares) grew assets tremendously in the sector. It is not surprising to me that a firm built on public credit dominance is slamming a growing asset class they didnt enter. https://twitter.com/i/web/status/2016971890661773566 https://twitter.com/i/web/status/2016971890661773566"
X Link 2026-01-29T20:29Z [----] followers, [---] engagements

"Southwest Airlines $LUV is up +18% () after reporting earnings with shares now at their highest level since June [----]. The average passenger fare went up 7.9% y/y while revenue passenger miles were up 3.2% y/y. Revenue passenger miles reflect actual demand from paying customers (# of revenue paying passengers x miles flown). The (flying) consumer remains strong. https://twitter.com/i/web/status/2016983944294498631 https://twitter.com/i/web/status/2016983944294498631"
X Link 2026-01-29T21:17Z [----] followers, [---] engagements

"Investors keep plowing money into $IBIT right at the top"
X Link 2026-01-29T21:25Z [----] followers, [----] engagements

"Friendly reminder that for Cathie Wood's Bitcoin price prediction to come true it has to 10x in the next [--] years"
X Link 2026-01-31T18:44Z [----] followers, [----] engagements

"The FOMC can lower rates all they want but the long-end will remain elevated until the term premium issue is addressed. As shown below there was a huge gap-up following Liberation Day tariffs last April and it has not come down since"
X Link 2026-02-01T23:30Z [----] followers, [---] engagements

"U.S. Daily Treasury 10Y Update: And this ladies and gentleman is why we hold bonds. Treasuries surged today (10Y down 10bps) acting as a safe haven for investors amid broader market weakness including more job cut announcements a jump in claims for unemployment benefits and a fall off in job openings. We haven't seen an intraday gain like this in a while.There is now a 26% chance of Fed cut in March (this was 10% just a few days ago). https://twitter.com/i/web/status/2019530358765809977 https://twitter.com/i/web/status/2019530358765809977"
X Link 2026-02-05T21:55Z [----] followers, [----] engagements

"Factset $FDS cannot catch a bid - now at $209and down nearly 50% over the past [--] months. Like many other financial service companies Factset is struggling amid new AI model releases that threaten its business model. Anthropic recently released a new version of its model that is specifically designed to carry out financial research. Claude Opus [---] can scrutinize company data regulatory filings and market information. I bought Factset at around $267 and watched it rebound to $300 before plummeting by $100. I am still holding but certainly re-evaluating. This feels like an Adobe [---] to me. I'm"
X Link 2026-02-05T22:36Z [----] followers, [---] engagements

"U.S. long duration Treasuries $TLT have outperformed Bitcoin $IBIT by 36.44% over the past year. Look how steady that white line is compared to the orange"
X Link 2026-02-05T22:42Z [----] followers, [----] engagements

"@GlobalMktObserv Yes and take a look at the 10Y 3mo spread https://x.com/Coffee__Capital/status/1996347124326477853s=20 RELIABLE RECESSION INDICATOR IS FINALLY POSITIVE: The spread between 3-month Treasury and 10-year Government bonds in the U.S. is a very reliable recession indicator and it is now coming out of the longest inversion in the past [--] years. As shown below it correctly https://t.co/IyS6btfyGt https://x.com/Coffee__Capital/status/1996347124326477853s=20 RELIABLE RECESSION INDICATOR IS FINALLY POSITIVE: The spread between 3-month Treasury and 10-year Government bonds in the U.S."
X Link 2026-02-06T18:01Z [----] followers, [---] engagements

"This Bitcoin call from JP Morgan is now [--] months old. Down 33% since then. Needs to go up 142% to reach their PT on time"
X Link 2026-02-06T21:15Z [----] followers, [---] engagements

"$600bn in capex across [--] companies is just mind blowing. Demand is sky high its a once in a generation infrastructure buildout.--Jensen Huang CEO Nvidia $AMZN $META $GOOG $MSFT $NVDA https://t.co/De4YLSUksh Demand is sky high its a once in a generation infrastructure buildout.--Jensen Huang CEO Nvidia $AMZN $META $GOOG $MSFT $NVDA https://t.co/De4YLSUksh"
X Link 2026-02-06T22:38Z [----] followers, [---] engagements

"MMFs took in +$85bn this past week and +$430bn since October. I expect this to continue to grow throughout the year as AI volatility weighs on broader markets"
X Link 2026-02-06T23:05Z [----] followers, [---] engagements

"@disclosetv How the hell did the driver not face any criminal charges"
X Link 2026-02-07T01:57Z [----] followers, 13K engagements

"Amazon $AMZN expects to invest $200bn in capex this year. At the peak of the oil cycle in [----] the top players (Exxon Chevron Shell BP) invested $145bn COMBINED"
X Link 2026-02-07T03:32Z [----] followers, [----] engagements

"Great Saturday morning read on silver https://t.co/ln3HPAE88N https://t.co/ln3HPAE88N"
X Link 2026-02-07T17:02Z [----] followers, [---] engagements

"@MarkJCarney The rest of the world is pivoting away from EVs"
X Link 2026-02-08T17:02Z [----] followers, [----] engagements

"The top automakers in the world (GM Ford Stellantis) have all reported massive charges due to the unwinding of their EV bets. Yes the number of EVs sold worldwide will continue to climb but that is mainly in China due to BYD. For everyone else EV investment is declining because theyve realized they were building the wrong cars (too expensive) at the wrong time (without charging infrastructure) and losing billions in the process. https://twitter.com/i/web/status/2020567931277754628 https://twitter.com/i/web/status/2020567931277754628"
X Link 2026-02-08T18:38Z [----] followers, [--] engagements

"A helpful chart on what copper is used for. Two main categories are: Communication and energy + Air conditioning and refrigeration Long $ICOP"
X Link 2026-02-08T18:40Z [----] followers, [---] engagements

"YCC incoming. Pay attention $TLT holders Hedge Fund CIO: "You Can Be Sure That Fed/Treasury Will Be Coordinating To Unlock Lower Rates. It's Only Just Starting" https://t.co/1XKujwixmI Hedge Fund CIO: "You Can Be Sure That Fed/Treasury Will Be Coordinating To Unlock Lower Rates. It's Only Just Starting" https://t.co/1XKujwixmI"
X Link 2026-02-09T03:53Z [----] followers, [---] engagements

"S&P [---] tends to drawdown in the first [--] months under a new Fed Chair"
X Link 2026-02-09T23:06Z [----] followers, [---] engagements

"More signs of consumer stress in Canada. Consumer insolvencies reached the second highest annual volume on record since [----] and the highest volume since just after the GFC:"
X Link 2026-02-10T00:38Z [----] followers, [----] engagements

"Solid action in the 10Y lately with retail sales miss and weak labor data from last week. Now down 10bps over the last day to 4.15%. NFP tmrw expected to be +68K (prior month +50K) but there is a wide range of estimates (std dev is 27K). Given recent comments from admin I would expect we come in below the median estimate. Could see the 10Y break 4.10% by end of week. https://twitter.com/i/web/status/2021223484828115223 https://twitter.com/i/web/status/2021223484828115223"
X Link 2026-02-10T14:03Z [----] followers, [---] engagements

"Blue Owl CEO's pledged 50% of their stakes in order to secure loans from financial institutions. It works out to about 7% of the company's outstanding stock. $OWL"
X Link 2026-02-11T02:01Z [----] followers, [---] engagements

"I think about this all the time and it is truly fascinating. Last year for example if you knew tariffs would be enacted at the highest level in a century UR would creep up payroll revisions would be close to -1M again companies would have massive layoffs the Govt would shut down would you think the stock market would have done as well as it did"
X Link 2026-02-12T01:58Z [----] followers, [---] engagements

"@FibonacciInves1 I agree and the movement in bonds today told me the payroll surprise wasn't enough to change the narrative. The weaker retail sales weighed more https://x.com/Coffee__Capital/status/2021706553955586295s=20 U.S. 10Y Update: Lots to cover today. NFP comes in at+130K (vs+65K expected) with final [----] revisioncoming in at -862K (vs -825K expected). This led to the initial sell-off in the 10Y to around 4.20%. Then we had the 10Y auction which produced a tail of 1.5bps. It stopped https://t.co/H05H2a5yD2 https://x.com/Coffee__Capital/status/2021706553955586295s=20 U.S. 10Y Update:"
X Link 2026-02-12T02:02Z [----] followers, [---] engagements

"@Mr_Derivatives Yes. You want to stop being a theta seller and avoid being a gamma victim"
X Link 2026-02-12T02:35Z [----] followers, [---] engagements

"Remember that 1.5bps tail on the 10Y auction earlier Yeah forget about it. The $25bn 30Y auction that just happened was very strong: Stop through of 2.3bps (cleared at a much lower yield than expected) Non-dealer bidding came in at 94.1% vs 6m avg of 84.7% (strong end-user demand) Bid cover of [----] vs avg of 2.36x (demand much higher than supply) Post auction strength has continued https://twitter.com/i/web/status/2022010428570972417 https://twitter.com/i/web/status/2022010428570972417"
X Link 2026-02-12T18:10Z [----] followers, [----] engagements

"@commonsenseplay The 30Y had a very strong auction today: Remember that 1.5bps tail on the 10Y auction earlier Yeah forget about it. The $25bn 30Y auction that just happened was very strong: Stop through of 2.3bps (cleared at a much lower yield than expected) Non-dealer bidding came in at 94.1% vs 6m avg of 84.7% (strong Remember that 1.5bps tail on the 10Y auction earlier Yeah forget about it. The $25bn 30Y auction that just happened was very strong: Stop through of 2.3bps (cleared at a much lower yield than expected) Non-dealer bidding came in at 94.1% vs 6m avg of 84.7% (strong"
X Link 2026-02-12T18:30Z [----] followers, [---] engagements

"@Mr_Derivatives $TLT is beating major equities so far this year. My thesis below. U.S. long duration treasuries have struggled the past [--] years but I remain bullish on $TLT for the following reasons: [--]. The Fed is not done easing: The latest dot plot projections point to one more cut in [----] at minimum. For now that lines up with market expectations. https://t.co/VO3ZyWGKRd U.S. long duration treasuries have struggled the past [--] years but I remain bullish on $TLT for the following reasons: [--]. The Fed is not done easing: The latest dot plot projections point to one more cut in [----] at minimum."
X Link 2026-02-12T18:30Z [----] followers, [---] engagements

"@LiQuidPr0Qu0 @krymski @joey_mage @cshapiro Yes exactly just heard Bob Michele Global Head of Fixed Income at JPM talking about how the narrative of diversification away from the U.S. is just that a narrative. It doesnt line up with what they are seeing"
X Link 2026-02-12T19:01Z [----] followers, [--] engagements

"U.S. 10Y Update Again another really solid day for U.S. bonds. Exceptional 30Y auction (2.3 stop-through 94.1% non-dealer bidding 2.66x oversubscribed) that saw the 30Y end the day around 4.73%. The auction itself stopped at 4.75% so momentum continued for the rest of the trading day. As for the 10Y it is now at its lowest level in a month hovering around 4.10%. I honestly don't think CPI moves it much tmrw. The market is trading in the context of weaker retail sales and other employment measures that aren't NFP (JOLTS ADP Challenger Claims). There are still [--] cuts priced in by year-end. Keep"
X Link 2026-02-12T20:47Z [----] followers, [----] engagements

"@COENDS7221 All else equal it would actually be worse for bonds because there would no longer be tariff revenue coming in which would lead to higher deficits more borrowing and thus higher yields"
X Link 2026-02-13T04:22Z [----] followers, [--] engagements

"The implication for the bond market is simple. If tariffs are ruled illegal and they have to be refunded then the U.S. Govt (all else equal) has less money than they thought and they will have a higher deficit to deal with. This will cause an increase in borrowings and thus an increase in yields. There may be a goldilocks scenario where SCOTUS rules against tariffs but doesn't make the Treasury return the money. https://twitter.com/i/web/status/2022348038086488101 https://twitter.com/i/web/status/2022348038086488101"
X Link 2026-02-13T16:32Z [----] followers, [--] engagements

"@Mr_Derivatives Don't look now but bonds just had an incredible week. They are beating the Mag [--] YTD by a decent margin: https://x.com/Coffee__Capital/status/2022347460912488752s=20 The 10Y is now at 4.05% down 15bps from the 4.20% high reached just two days ago when yields surged (briefly) higher on the strong NFP print. I didn't expect that much strength this morning given how noisy Jan CPI data is. $TLT is now up 2.91% YTD beating the S&P (+0.03%) the https://x.com/Coffee__Capital/status/2022347460912488752s=20 The 10Y is now at 4.05% down 15bps from the 4.20% high reached just two days"
X Link 2026-02-13T16:37Z [----] followers, [----] engagements

"@brockpierson Deflation"
X Link 2026-02-13T17:11Z [----] followers, [--] engagements

"@commonsenseplay They will refi with T-Bills. I wrote about this last month - see below: I believe this is an important chart from Apollo. Let me explain. With 33% of all Government debt maturing next year the natural question is how will it be refinanced Will the Treasury issue short-term T-bills or longer term bonds The answer is T-bills. I know this because https://t.co/VaZ0DCPiMm I believe this is an important chart from Apollo. Let me explain. With 33% of all Government debt maturing next year the natural question is how will it be refinanced Will the Treasury issue short-term T-bills or"
X Link 2026-02-13T18:16Z [----] followers, [---] engagements

"@Polymarket His sports takes are bad enough"
X Link 2026-02-13T21:10Z [----] followers, [--] engagements

"@kkmaway Personally I think bonds have a compelling risk reward ratio right now. In the meantime you get paid to wait. https://x.com/Coffee__Capital/status/2004629200314270209s=20 U.S. long duration treasuries have struggled the past [--] years but I remain bullish on $TLT for the following reasons: [--]. The Fed is not done easing: The latest dot plot projections point to one more cut in [----] at minimum. For now that lines up with market expectations. https://t.co/VO3ZyWGKRd https://x.com/Coffee__Capital/status/2004629200314270209s=20 U.S. long duration treasuries have struggled the past [--] years"
X Link 2026-02-16T02:58Z [----] followers, [--] engagements

"@unusual_whales Cost of living crisis Youth unemployment through the roof Boomers lower minimum wage for them"
X Link 2026-02-06T20:29Z [----] followers, 29.3K engagements

"The implication for the bond market is simple. If tariffs are ruled illegal and they have to be refunded then the U.S. Govt (all else equal) has less money than they thought and they will have a higher deficit to deal with. This will cause an increase in borrowings and thus an increase in yields. There may be a goldilocks scenario where SCOTUS rules against tariffs but doesn't make the Treasury return the money. SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT"
X Link 2026-02-13T16:32Z [----] followers, [----] engagements

"South Korea is already up 38% this year. The U.S. is flat and near the bottom of the list. Brazil remains up there as the LatAm trade gains momentum"
X Link 2026-02-13T21:48Z [----] followers, [---] engagements

"Although I broadly agree with the AI deflation narrative I dont believe that is impacting the figures yet. CPI was lower this morning yes but it was mainly due to another huge drop in used car prices. Are used car prices being disrupted by AI I dont think so. Shelter is also weighing down the overall figure heavily. https://twitter.com/i/web/status/2022430184566329707 https://twitter.com/i/web/status/2022430184566329707"
X Link 2026-02-13T21:58Z [----] followers, [---] engagements

"@Mr_Derivatives Thank you I appreciate it. I try and update key charts like this every week"
X Link 2026-02-13T21:59Z [----] followers, [---] engagements

"The U.S. 2Y is now at its lowest level since late [----] closing the week at 3.40%. Rates have come down across the board this week as the market reprices rate cut expectations. There is now a 20% chance of a cut in April and a 56% chance of a cut in June. By year-end at least [--] cuts are fully priced in. In my opinion [--] factors drove rates lower this week: Retail sales stalled in December missing expectations by quite a wide margin (-0.4%). The 3m average annualized pace of control group sales dropped materially from 6.4% in Sep to 2.6% in Dec. This means that there was a meaningful pullback in"
X Link 2026-02-13T22:11Z [----] followers, [---] engagements

"@Mr_Derivatives Energy $XLE is also doing great up 20.73% YTD"
X Link 2026-02-13T22:37Z [----] followers, [---] engagements

"@noruserious They are all on iShares website. Just search "Brazil USD Country ETF" for example"
X Link 2026-02-15T18:45Z [----] followers, [--] engagements

"@StealthQE4 Agreed I think there was also some Iran noise tonight too"
X Link 2026-01-29T03:36Z [----] followers, [--] engagements

"Gold is already above JP Morgans [----] price target (this was published mid-December)"
X Link 2026-01-29T04:08Z [----] followers, [---] engagements

"@KirkLubimov I agree and energy in general is still overlooked. I wanted $CNQ to dip below $40 on that news never did (now at $52). However I have a much higher conviction in certain metals at the moment. $SILJ is now above my original price target of $35. Up 26% in [--] trading days (while S&P is flat). Hope some of you got in with me. https://t.co/5Z3KUVSeL2 $SILJ is now above my original price target of $35. Up 26% in [--] trading days (while S&P is flat). Hope some of you got in with me. https://t.co/5Z3KUVSeL2"
X Link 2026-01-29T15:18Z [----] followers, [---] engagements

"ICYMI Chamath posted a chart of CDS spreads and had the labels wrong. Defending himself he said that "if you can't see past a mislabel then you're an idiot". Although he quickly corrected his chart this principle is broadly true: If there are basic errors in your work (especially early on in the materials) how can senior leadership be expected to trust any of it I've seen CFOs call out small errors early on in a deck then refuse to look at the rest until it is corrected. https://twitter.com/i/web/status/2016944576364265760 https://twitter.com/i/web/status/2016944576364265760"
X Link 2026-01-29T18:40Z [----] followers, [---] engagements

"Microsoft $MSFT down more than 20% since October highs:"
X Link 2026-01-29T18:48Z [----] followers, [---] engagements

"@sonalibasak Bear market now: Microsoft $MSFT down more than 20% since October highs: https://t.co/XcwN13oUKT Microsoft $MSFT down more than 20% since October highs: https://t.co/XcwN13oUKT"
X Link 2026-01-29T18:53Z [----] followers, [--] engagements

"Is anyone else finding that Microsoft Excel Word etc. are taking much longer to open now that they have Copilot integrated Like no thanks Copilot I actually dont need you to summarize a [--] sentence email I received. I can do that myself"
X Link 2026-01-29T20:47Z [----] followers, [---] engagements

"U.S. Daily 10Y Treasury Update: Despite reaching an intraday high of 4.27% the 10Y closed at 4.23% as risky assets suffered a pullback across the board. Bitcoin dropped 6% Mag [--] down -0.85% S&P down -0.41%. US forces have moved into the Persian Gulf which has reignited geopolitical concerns and there is speculation we may see something in Iran over the weekend after markets close on Friday. Trump is supposedly going to pick the new Fed Chair next week. Overall Treasuries behaved as a safe-haven today getting a strong bid amongst risk uncertainty."
X Link 2026-01-29T21:03Z [----] followers, [---] engagements

"@StealthQE4 Lots of uncertainty indeed. US forces have moved into the Persian Gulf fueling speculation something Iran related is going to happen soon. https://x.com/Coffee__Capital/status/2016980437927940600s=20 U.S. Daily 10Y Treasury Update: Despite reaching an intraday high of 4.27% the 10Y closed at 4.23% as risky assets suffered a pullback across the board. Bitcoin dropped 6% Mag [--] down -0.85% S&P down -0.41%. US forces have moved into the Persian Gulf which has reignited https://t.co/GOHyoVDBaS https://x.com/Coffee__Capital/status/2016980437927940600s=20 U.S. Daily 10Y Treasury Update:"
X Link 2026-01-29T21:03Z [----] followers, [---] engagements

""If you look at where inflation expectations are our credibility is right where it needs to be" - Jerome Powell yesterday Meanwhile U.S. breakevens are up across the board to start the year. 2-year breakevens are up 52bps () in the last month. The market is pricing in higher inflation. https://twitter.com/i/web/status/2016981855179067406 https://twitter.com/i/web/status/2016981855179067406"
X Link 2026-01-29T21:08Z [----] followers, [----] engagements

"@Barchart Bitcoin down inflation expectations up: https://x.com/Coffee__Capital/status/2016981855179067406s=20 "If you look at where inflation expectations are our credibility is right where it needs to be" - Jerome Powell yesterday Meanwhile U.S. breakevens are up across the board to start the year. 2-year breakevens are up 52bps () in the last month. The market is pricing in higher https://t.co/AROlND742g https://x.com/Coffee__Capital/status/2016981855179067406s=20 "If you look at where inflation expectations are our credibility is right where it needs to be" - Jerome Powell yesterday"
X Link 2026-01-29T21:09Z [----] followers, [---] engagements

"@RichardDias_CFA Our merchandise trade deficit rose to $2.2 billion in November from $0.4 billion in October. Lower gold (-2.8%) and auto (-11.6%) exports were a big factor"
X Link 2026-01-29T21:21Z [----] followers, [--] engagements

"@RichardDias_CFA In volume terms for November exports were down 3.7% while imports went up 0.4%. Gold and auto exports declined while energy actually increased. In November the trade deficit widened to $2.2 billion (from $0.4 billion in Oct)"
X Link 2026-01-29T21:31Z [----] followers, [---] engagements

"Since the Strategy high in Nov 2024: $MSTR -70% $IBIT -11% You wouldve been 60% () better off simply buying the ETF linked to Bitcoin than investing in Strategy. PS $GLD over same timeframe was +103%"
X Link 2026-01-29T21:50Z [----] followers, [----] engagements

"@PeterSchiff @saylor Since the highs in Strategy a little over a year ago $IBIT outperformed by 60% Since the Strategy high in Nov 2024: $MSTR -70% $IBIT -11% You wouldve been 60% () better off simply buying the ETF linked to Bitcoin than investing in Strategy. PS $GLD over same timeframe was +103% Since the Strategy high in Nov 2024: $MSTR -70% $IBIT -11% You wouldve been 60% () better off simply buying the ETF linked to Bitcoin than investing in Strategy. PS $GLD over same timeframe was +103%"
X Link 2026-01-29T21:51Z [----] followers, [----] engagements

"@unusual_whales You listening Gen Z Affordable homes are not a priority because it would devalue existing homes occupied by boomers"
X Link 2026-01-29T21:59Z [----] followers, 35.6K engagements

"What a chart. Basically 1/3 of the stock market is trading at 10x Price to Sales. This should scare you more than any P/E chart. 👻 https://t.co/j97B9bz31e 👻 https://t.co/j97B9bz31e"
X Link 2026-01-29T22:00Z [----] followers, [---] engagements

"@LONGCONVEXITY I mean its just remarkable to watch. And look at the below $IBIT buyers keep loading up at the highs Investors keep plowing money into $IBIT right at the top. https://t.co/g4tYeit9DX Investors keep plowing money into $IBIT right at the top. https://t.co/g4tYeit9DX"
X Link 2026-01-29T22:09Z [----] followers, [---] engagements

"@themarketradar [--] years of declining interest rates and the crown jewel home value that the Government wont let go down. Nice"
X Link 2026-01-29T22:22Z [----] followers, [--] engagements

"My gut is telling me that something Iran related is going to happen this weekend and gold is simply a leading indicator (again). U.S. forces have moved into the Persian Gulf"
X Link 2026-01-29T22:47Z [----] followers, [---] engagements

"BREAKING: [--] year yields moving higher following news that Warsh is expected to be the new Fed Chair:"
X Link 2026-01-30T02:24Z [----] followers, 39.8K engagements

"@TheStalwart Yields up on the news BREAKING: [--] year yields moving higher following news that Warsh is expected to be the new Fed Chair: https://t.co/7jiTlIkVkN BREAKING: [--] year yields moving higher following news that Warsh is expected to be the new Fed Chair: https://t.co/7jiTlIkVkN"
X Link 2026-01-30T02:25Z [----] followers, 26.3K engagements

"@NickTimiraos 10-year is up on the news: BREAKING: [--] year yields moving higher following news that Warsh is expected to be the new Fed Chair: https://t.co/7jiTlIkVkN BREAKING: [--] year yields moving higher following news that Warsh is expected to be the new Fed Chair: https://t.co/7jiTlIkVkN"
X Link 2026-01-30T02:25Z [----] followers, [----] engagements

"@elerianm 10Y up on the news BREAKING: [--] year yields moving higher following news that Warsh is expected to be the new Fed Chair: https://t.co/7jiTlIkVkN BREAKING: [--] year yields moving higher following news that Warsh is expected to be the new Fed Chair: https://t.co/7jiTlIkVkN"
X Link 2026-01-30T04:20Z [----] followers, [---] engagements

"@PeterSchiff He also isnt worried about inflation expectations but breakevens are up significantly to start the year: "If you look at where inflation expectations are our credibility is right where it needs to be" - Jerome Powell yesterday Meanwhile U.S. breakevens are up across the board to start the year. 2-year breakevens are up 52bps () in the last month. The market is pricing in higher https://t.co/AROlND742g "If you look at where inflation expectations are our credibility is right where it needs to be" - Jerome Powell yesterday Meanwhile U.S. breakevens are up across the board to start"
X Link 2026-01-30T04:43Z [----] followers, [---] engagements

"Great context on Warsh: If Trump wants someone easy on inflation he got the wrong guy in Kevin Warsh. Here we chart his inflation assessment during the FOMC meeting from 2006-2011 (along the unemployment rate with core PCE inflation in the background). One standout one: April [----] - [--] months after https://t.co/7cbpEKxJ1c If Trump wants someone easy on inflation he got the wrong guy in Kevin Warsh. Here we chart his inflation assessment during the FOMC meeting from 2006-2011 (along the unemployment rate with core PCE inflation in the background). One standout one: April [----] - [--] months after"
X Link 2026-01-30T05:17Z [----] followers, [----] engagements

"All else equal I think the yield curve steepens more from here with the Warsh nomination. He is a Trump guy. Important distinction. https://t.co/44CqradE4g He is a Trump guy. Important distinction. https://t.co/44CqradE4g"
X Link 2026-01-30T16:30Z [----] followers, [---] engagements

"@DeItaone The Fed ignoring and downplaying the moves in gold should make you even more bullish"
X Link 2026-01-30T16:36Z [----] followers, [---] engagements

"Odds of March rate cut are basically unchanged following Warsh nomination (16%). The first full 25bps cut is priced in for July"
X Link 2026-01-30T17:59Z [----] followers, [---] engagements

"@KobeissiLetter As a result do not expect NFP to magically print at 100K a month anymore. We are in a new era of net negative migration. Job gains will be much lower going forward if this sustains"
X Link 2026-01-30T18:22Z [----] followers, [---] engagements

"Silver is very close from erasing all of Januarys gains"
X Link 2026-01-30T18:25Z [----] followers, [----] engagements

"Weekly Mag [--] Update: Microsoft down 12% while Apple and Tesla are also in the red about 4%. Meta now leads the pack with Google both up about 8%. $MSFT $AAPL $TSLA $NVDA $AMZN $GOOG $META Weekly Magnificent [--] Update: Google $GOOG now leading the pack with Amazon $AMZN not far behind. Microsoft $MSFT has been struggling since late October (down about 20%) while Apple $AAPL is being sold by both institutions and retail investors. Apple reports earnings next week https://t.co/zPatEwyXOE Weekly Magnificent [--] Update: Google $GOOG now leading the pack with Amazon $AMZN not far behind. Microsoft"
X Link 2026-01-30T21:13Z [----] followers, [----] engagements

"U.S. Daily 10Y Treasury Update: We closed at 4.25% today and it seems like 4.20% - 4.30% is the new short term range instead of the 4.10% - 4.20% range we were stuck in for months before. Apollos Chief Economist noted today on Bloomberg that the market had a pretty favourable reaction to the Warsh nomination. The debate now is whether the hawkish Warsh from [--] shows up or if we get the new Warsh that does want lower rates. My guess is the latter. https://twitter.com/i/web/status/2017371569690186016 https://twitter.com/i/web/status/2017371569690186016"
X Link 2026-01-30T22:57Z [----] followers, [---] engagements

"@no_pullbacks @StealthQE4 He was just on Fox a few months ago talking about lower rates would help people with their 30Y mortgages like what Has he looked at the term premium"
X Link 2026-01-30T23:08Z [----] followers, [--] engagements

"Todd correctly pointed out a shooting star for silver earlier this week so it is worth noting his chart below for where we might be headed next. This aged well. Next stop is most likely the lower Bollinger Band at [-----] $SLV #silvercrash https://t.co/FkGCszQeaO This aged well. Next stop is most likely the lower Bollinger Band at [-----] $SLV #silvercrash https://t.co/FkGCszQeaO"
X Link 2026-01-30T23:15Z [----] followers, [---] engagements

"Wow check out this old equity research report on Shopify $SHOP I found in the archives of my email from [----]. In FY [----] they were expected to deliver $336 million of revenue and -$0.01 EPS. Ended up delivering $228 million in just Q4 of [----] alone with total FY revenue of $673 million and adjusted EPS of +$0.16. One of Canada's best growth stocks. https://twitter.com/i/web/status/2017414602548531468 https://twitter.com/i/web/status/2017414602548531468"
X Link 2026-01-31T01:48Z [----] followers, [----] engagements

"@Barchart YTD still lagging other Mag [--] members: https://x.com/Coffee__Capital/status/2017345564560535868s=20 Weekly Mag [--] Update: Microsoft down 12% while Apple and Tesla are also in the red about 4%. Meta now leads the pack with Google both up about 8%. $MSFT $AAPL $TSLA $NVDA $AMZN $GOOG $META https://t.co/eboXLUu0F4 https://x.com/Coffee__Capital/status/2017345564560535868s=20 Weekly Mag [--] Update: Microsoft down 12% while Apple and Tesla are also in the red about 4%. Meta now leads the pack with Google both up about 8%. $MSFT $AAPL $TSLA $NVDA $AMZN $GOOG $META https://t.co/eboXLUu0F4"
X Link 2026-01-31T01:51Z [----] followers, [---] engagements

"The thing about Warsh is yes he was an inflation hawk when he served on the Fed [--] years ago but he appears to have changed his tune. Markets don't know which one we are going to get quite yet. I don't believe the move in precious metals had anything to do with Warsh. Today was month-end election deadline for physical delivery tons of options expiring month-end rebalancing Shanghai closed for the weekend etc. Of course there is massive speculation in silver now which leads to this volatility https://twitter.com/i/web/status/2017420473676542197"
X Link 2026-01-31T02:11Z [----] followers, [--] engagements

"@igetredpilled @Bratt_world @MarketManiaCa Yes but the odds of a March rate cut (and all rate cuts in 2026) didn't change at all on the Warsh news (see below). Keep in mind the recent vote was 10:2 to hold rates https://x.com/Coffee__Capital/status/2017296721282470269s=20 Odds of March rate cut are basically unchanged following Warsh nomination (16%). The first full 25bps cut is priced in for July. https://t.co/BDO5qQ8b6S https://x.com/Coffee__Capital/status/2017296721282470269s=20 Odds of March rate cut are basically unchanged following Warsh nomination (16%). The first full 25bps cut is"
X Link 2026-01-31T02:21Z [----] followers, [--] engagements

"Q: Why would the yield curve steepen under Warsh A: Warsh may or may not be as hawkish as many expect but he has advocated for a smaller balance sheet his entire career. Thus he will likely advocate for selling Treasuries and/or not re-investing maturing proceeds. That would put upward pressure on longer term rates. If he advocates for lower short term rates (which he has recently) then the short-end of the curve will come down. The result is a bear steepener which is what we got most of [----]. Worth noting: Miran's term is up tomorrow (Jan 31) so there is one less vote for a cut going forward"
X Link 2026-01-31T03:15Z [----] followers, [---] engagements

"A massive key theme for global markets in [----] is population growth. U.S. population growth was 0.5% this past year while Canada was flat. G10 population growth in general is less than 1%. Western economies (especially Canada) became addicted to growth via immigration but growth is going to have to come from productivity more in the future. In Canada net births-minus-deaths is projected to be negative in [----] for the first time ever on record. https://twitter.com/i/web/status/2017437205061308795 https://twitter.com/i/web/status/2017437205061308795"
X Link 2026-01-31T03:18Z [----] followers, [---] engagements

"@joosteninvestor Pretty remarkable that they couldn't shrink the balance sheet post GFC in the mid 2010's. I don't know if we will ever see it come down substantially again. but that is what Warsh wants"
X Link 2026-01-31T03:37Z [----] followers, [--] engagements

"A brief history on Fed Independence: It was first challenged during Nixon's term in the late 60's/early 70's. Inflation was running hot and Nixon was concerned about reelection in [----] and believed that higher rates cost the Republicans. So Nixon picked Arthur Burns as the Fed Chair in [----] who lowered rates as desired. (Oval Office tapes later revealed how Nixon threatened Burns). Nixon then tried an array of measures to control inflation (i.e. price controls) but they failed as inflation surged once they were lifted. Then Volcker came along and raised interest rates to the moon to crush"
X Link 2026-01-31T18:11Z [----] followers, [---] engagements

"WATCH: Joseph Wang (@josephwang) states that the narratives behind silver right now (debasement Chinese buying banks are short etc.) are the EXACT SAME as the early 2010s. Even when the Hunt brothers squeezed the market the underlying themes were the same and investors said the same thing all the way up to $50 and all the way down to $7. https://twitter.com/i/web/status/2017667339756380163 https://twitter.com/i/web/status/2017667339756380163"
X Link 2026-01-31T18:32Z [----] followers, [----] engagements

"@KobeissiLetter Bitcoin has to 10X in [--] years to hit Cathie Wood's PT https://x.com/Coffee__Capital/status/2017670425291985183s=20 Friendly reminder that for Cathie Wood's Bitcoin price prediction to come true it has to 10x in the next [--] years. https://t.co/TJ4aXYEhs9 https://x.com/Coffee__Capital/status/2017670425291985183s=20 Friendly reminder that for Cathie Wood's Bitcoin price prediction to come true it has to 10x in the next [--] years. https://t.co/TJ4aXYEhs9"
X Link 2026-01-31T18:47Z [----] followers, [---] engagements

"@Mr_Derivatives Let's check in on Cathie's prediction: https://x.com/Coffee__Capital/status/2017670425291985183s=20 Friendly reminder that for Cathie Wood's Bitcoin price prediction to come true it has to 10x in the next [--] years. https://t.co/TJ4aXYEhs9 https://x.com/Coffee__Capital/status/2017670425291985183s=20 Friendly reminder that for Cathie Wood's Bitcoin price prediction to come true it has to 10x in the next [--] years. https://t.co/TJ4aXYEhs9"
X Link 2026-01-31T18:48Z [----] followers, [----] engagements

"Aside from a brief period in the late 90's/early 2000's the U.S. has been running a 5% budget deficit for years and that is not expected to change over the next decade:"
X Link 2026-02-01T22:48Z [----] followers, [---] engagements

"@Mr_Derivatives VIX exactly at [--] (its long term average) is quite satisfying"
X Link 2026-02-01T23:03Z [----] followers, [---] engagements

"The "Sell America" rhetoric has not hit the Treasury market as much as you might think. Foreign holdings of US Treasuries has been constant over the past few years (basically flat in 2025)"
X Link 2026-02-02T15:10Z [----] followers, [---] engagements

"Pay attention to the orange in the below chart the % of Treasuries held by the Fed. You can see how much it grew post GFC in '09 and then we had another large increase during COVID. Warsh wants to shrink those holdings"
X Link 2026-02-02T20:08Z [----] followers, [---] engagements

"@onechancefreedm Dude I am not watching a sexual predator "explain" banking. He was not some elite Wall Street wizard as some make him out to be. Come on"
X Link 2026-02-03T01:34Z [----] followers, [---] engagements

"Silver back on the rise. I'm sure lots of retail panic sold on Friday in the $70's. Silver extends rally trading up 7% at $84.97 per ounce Silver extends rally trading up 7% at $84.97 per ounce"
X Link 2026-02-03T01:36Z [----] followers, [----] engagements

"@tuckerdfranklin They ruined the NHL too"
X Link 2026-02-03T04:10Z [----] followers, [--] engagements

"@mgc232 @amazingmap Literally shoot them as they try to come in from Eastern side of the Province. Mountains block the West"
X Link 2026-02-05T23:37Z [----] followers, [--] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing