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@GraphCall Avatar @GraphCall Geoffrey Fouvry

Geoffrey Fouvry posts on X about #btc, debt, money, inflation the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Followers: XXXXX #

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Social category influence finance XXXX% countries XXXX% cryptocurrencies XXXX% stocks XXXX% currencies XXXX% automotive brands XXXX% ncaa football XXXX% technology brands XXXX% travel destinations XXXX% exchanges XXXX%

Social topic influence #btc #1118, debt #1401, money 0.84%, inflation #1102, china #4179, retirement #376, accounting #233, germany #1046, private equity 0.42%, bitcoin XXXX%

Top accounts mentioned or mentioned by @anthonydessauer @thesecondkoodge @gregzaj1 @vadimkotlarov @samanthaladuc @avrospentos @mtcbtc @hodlxhold @datadinvesting @derivativesdon @graphfinancials @otherbarrybtc @jamesmadiba2 @saylor @lynaldencontact @kingkong9888 @lightningmaxi @hfspbot @hodlerhiq @makeitaquote

Top assets mentioned Bitcoin (BTC) Carvana Co. (CVNA) Morgan Stanley (MS) Ethereum (ETH) Ally Financial, Inc. (ALLY) Goldman Sachs (GS) PepsiCo, Inc. (PEP) Lazard Ltd. Class A (LAZ)

Top Social Posts #


Top posts by engagements in the last XX hours

"๐Ÿšจ BREAKING: Konstantin Galish is coming back from the dead and Ethereum is now up 7.5%. #BTC #ETH LFG ๐Ÿš€ /sarc"
X Link @GraphCall 2025-10-12T17:04Z 9474 followers, 2390 engagements

"@MichaelAArouet Stop your retarded propaganda. Wind Onshore is cheaper than Nuclear EVEN with energy storage costs. That's LCOE costs BYD's new HaoHan energy storage system has a lifecycle cost of less than $XXXXX per kilowatt-hour (kWh)"
X Link @GraphCall 2025-10-09T12:11Z 9485 followers, XXX engagements

"@JetGoldy @Kathleen_Tyson_ I invest profusely in China's capital markets very profitable. I think the investing climate for Europe might get worse before it gets better. And I was born in Europe. That's how bad it is"
X Link @GraphCall 2025-10-13T21:57Z 9471 followers, XXX engagements

"So massive productivity gains and yet terms of trade get worse and worse with trade balance Lol Well I believe that you have bogus data. In other words inflation cheat. And you call wealth being more and more indebted to the rest of the world. It's not wealth it's hyperfinancializaion and hyper external debt. Wealth is productive capacity net of external debt"
X Link @GraphCall 2025-10-12T07:30Z 9463 followers, 1062 engagements

"1/3 For those in $CVNA who rejoice that Karmax is losing market share (Karmax =higher credit) a/ Wells Fargo shed XX% of assets VOLUNTARILY due to spread compression. (bad market) b/ Tricolor was growing faster than $CVNA until bankruptcy"
X Link @GraphCall 2025-09-25T19:35Z 9448 followers, 3052 engagements

"So if the retirement age is pushed to XX in Germany while life expectancy is XXXX it begs the questions: 1) Why would anyone even accept to have a portion of their wage taken away 2) But the money is really taken away so where is it going aside from 2008 bailout of friends and family wealth transfers by money printing NATOstan Millitary Industrial Complex LOOT from Lybia Syria etc.etc"
X Link @GraphCall 2025-10-13T11:16Z 9460 followers, XXX engagements

"Annoying Question: If AI is a bubble (which is could very well be) what is 4tr in #btc and shitcoins EXACTLY Hello๐Ÿ™ƒ"
X Link @GraphCall 2025-10-13T18:41Z 9490 followers, 1172 engagements

"3/6 And then the same Tether has not published a full independently attested financial report since March XX 2023"
X Link @GraphCall 2025-10-09T21:26Z 9490 followers, XXX engagements

"3/7 Banks like Morgan Stanley were lending massively since Q4 to NDFIs. The FDIC mentioned that the lending was going both in NDFI and stock specs"
X Link @GraphCall 2025-10-12T21:38Z 9489 followers, XXX engagements

"Umicore list of recycled metals. With the nut jobs in command in the West. Business should be brisk. NOTE: Not investing in weapons manufacturers. It's a principle here"
X Link @GraphCall 2025-06-11T19:29Z 9463 followers, XXX engagements

"@JetGoldy @Kathleen_Tyson_ can't defend the indefensible. Netherlands just created capital chaos "
X Link @GraphCall 2025-10-13T22:07Z 9471 followers, XX engagements

"1/2 Messages from the NSA to the wild & despised populace. MESSAGE 1: Forget what you saw on Cryptos Repeat after me: #BTC and cryptos are SAFE. #BTC and cryptos are STORE OF VALUE"
X Link @GraphCall 2025-10-12T16:28Z 9488 followers, 1542 engagements

"@Fred23212822030 @NXT4EU Do you live in Argentina Magellan area The load factor is XX% ONSHORE. Not offshore. Now you want to put Windmills in the death Valley and solar panels in Alaska You do you ๐Ÿคทโ™‚"
X Link @GraphCall 2025-10-10T13:38Z 9446 followers, XX engagements

"@FinanceLancelot You forgot the worse sovereign debt insolvency"
X Link @GraphCall 2025-10-12T10:17Z 9447 followers, 2161 engagements

"NO. The inferior goods substitution IS NOT plausible if real income are expanding. Substitution of basket of consumption is another fraud. It basically works this way. If you can't afford Beef and substitute to chicken hourrah look no inflation because we have substituted chicken in the consumption baskets. Don't take people for idiots @grok"
X Link @GraphCall 2025-10-12T19:56Z 9447 followers, XX engagements

"NO you are a lier. If they were crediting them there woudl NO adjustments. The inflation numbers would be unchanged and the theft from the bottom to the top by excessive lose interest rates and monetary policy afforded by manipulated inflation data would not occur. TRY HARD GROK"
X Link @GraphCall 2025-10-12T20:07Z 9448 followers, XX engagements

"I totally agree. #BTC should have had some market makers to have a slow upward slope in price very slow and make sure it is stable in price so that it would be used for receivables discounting and real international trade usage. Spec killed it made it too volatile and unusable for trade"
X Link @GraphCall 2025-10-13T19:00Z 9490 followers, 1127 engagements

"@JerryRi33953886 The gov has total opposition for crypto otherwise it would have repealed the IRS order 12/31/2023 that prevents it from using in trade/business. There is ZERO intention to monetize it only intention to defraud debtor with this trinket"
X Link @GraphCall 2025-10-13T00:16Z 9490 followers, XX engagements

"Just like many crazy cults it ends the same way. Suicides"
X Link @GraphCall 2025-10-12T07:52Z 9494 followers, 2212 engagements

"The BLS inflation data has been challenged by non-else that larry summers former sectretary of the Treasury. IT has also been challenged by the former CEO of the largest US bank The flatlining consumption of electricity for years with booming output is making the "real GDP" false that is a false GDP deflator"
X Link @GraphCall 2025-10-12T20:00Z 9470 followers, XX engagements

"Why is the US going to deval Henry Thornton 1802. When a country refuses to extend loans to the debtor country and gets bullion instead. When there is a shortage and the debtor country can NOT deliver the precious commodities DEVAL Cryptos are only there to delay deval. As they create demand for stablecoins (BIS paper 141) which in turn create for UST. Cryptos do the exact opposite of what they advertise. They protect the USD"
X Link @GraphCall 2025-10-12T20:19Z 9490 followers, 25.4K engagements

"Crowd-out reaper. for the Private Equity guys and the securitization Fintechs using FVO accounting"
X Link @GraphCall 2025-10-08T22:31Z 9478 followers, 1886 engagements

"@sndmnystckr @Tezzo100x I am not sure. But you certainly have some people who committed suicide"
X Link @GraphCall 2025-10-12T08:45Z 9450 followers, XX engagements

"Mr. TRUMP raise tariffs please Chinese exports top forecasts. While imports beat also due to strong domestic demand. (Shorting eTailers of China $JD on Friday ๐Ÿคญ) LONG STORY SHORT: China WILL NOT ease restrictions on RRE for dual military/civilian. Why They don't need to"
X Link @GraphCall 2025-10-13T10:38Z 9493 followers, 10.9K engagements

"@cherrygarciafan @AvrosPentos @HarryBuckles No let me block you because you have no training either in Banking or accounting. You should go fishing and not play with capital markets"
X Link @GraphCall 2025-10-14T23:49Z 9490 followers, XX engagements

"ABSURDISTAN MONDAY: Consumer lending securitization investors are now convinced that like AMD the company they invested in produces advanced chips (and that justifies why they are buying more at the current price ๐Ÿ˜„๐Ÿ™ƒ)"
X Link @GraphCall 2025-10-06T20:13Z 9493 followers, XXX engagements

"๐Ÿšจ ALERT No sell-side is upgrading $CVNA today ๐Ÿ˜ฑ๐Ÿ˜ฑ๐Ÿ˜ฑ But SI evercore managed to upgrade $ALLY ๐Ÿ˜ฎ๐Ÿ’จphew we're good. Why the upgrade Don't you remember it's Thursday (you idiots) Happy unbirthday to most of you statistically"
X Link @GraphCall 2025-10-02T09:44Z 9461 followers, 1983 engagements

"2/2 Now question: ๐Ÿค” Short the X yrs UST short the XX yrs. OR Short the ripple effects into Private Equity desperate for lower base rates Consumer lending securitization while consumers' woes would be made worse You decide ๐Ÿ‘‡"
X Link @GraphCall 2025-10-07T11:13Z 9493 followers, XXX engagements

"1/2 was put on and disclosed to clients The "luminaries" at Goldman Sachs have changed their recommendation on Umicore. They had a neutral a XXXX at tangible book while the metals recycling (precious metals and rare earth) is printing XX% ROCE and the catalysis division XX% (platinum for catalysis). And no value of the reverse logistics network and intellectual property. Goldman Sachs got quickly reminded by the market that their neutral at XXXX was bullshit (just because there was a very temporary mismatch between supply and demand on lithium and a big write-down).So Goldmand is coming up"
X Link @GraphCall 2025-06-10T14:39Z 9446 followers, 1910 engagements

"@Aureliusltd28 @dlacalle_IA Be careful you have to add negative equity or quasi fiscal deficit to understand that M0 has not srunk as much as assets have shrunk. Accounting and contra account boys and girls"
X Link @GraphCall 2025-10-15T00:47Z 9490 followers, XXX engagements

"1/2 People following this account know exactly what's going on"
X Link @GraphCall 2025-10-03T23:35Z 9448 followers, 14.5K engagements

"2/2 Rheinmetall AG weapons company stock price. ๐Ÿ‘‡ "If you don't know who the patsy is you are the pasty" ๐Ÿคทโ™‚"
X Link @GraphCall 2025-10-14T12:10Z 9490 followers, XXX engagements

"@vtchakarova Don't worry add a credit contraction in the US and people will come back to reason in Europe. It won't take long"
X Link @GraphCall 2025-10-13T08:39Z 9490 followers, 1205 engagements

"Ho don't get me wrong this is very basic. We will go down the rabbit hole of source of credit data Charge-offs delinquencies loan modifications disclosure In ASC 825-10 for a particular company. You will appreciate i am sure of that Company that just went down XX% Friday. NBFI lending Lending for capital markets spec and bonds stuffing in some banks will also be discussed. Sandpaper"
X Link @GraphCall 2025-10-11T21:24Z 9446 followers, XX engagements

"@WaveGodMcFly @SamanthaLaDuc @DarioCpx @kashyap286 @FinanceLancelot @JG_Nuke @TheMaverickWS @great_martis @maneco1964 @KingKong9888 @MichaelMOTTCM @NorthmanTrader @zerohedge @DowdEdward @VladTheInflator @peruvian_bull @kshaughnessy2 @DiMartinoBooth @m3_melody @themarketsniper @UnicusResearch An external drain pushes the cost of capital higher in the debtor country. (Juglar)"
X Link @GraphCall 2025-10-08T15:55Z 9447 followers, XXX engagements

"@MJD007 Banks are lending a ton of money for speculation that was the full and it should tighten. Private Equity are not doing well. CRE modifications are high. And the Gov is insolvent"
X Link @GraphCall 2025-10-12T10:42Z 9462 followers, XX engagements

"@JohannaNyman5 Did she go on the front lines"
X Link @GraphCall 2025-10-14T04:05Z 9493 followers, 9691 engagements

"@JerryRi33953886 And the reason why the US has total opposition to BTC in commerce is that the gov would lose seigniorage. But they certainly want to try to push stablecoins to try to absorb excess UST issuance off balance sheet and without bank multiplier / sterilization"
X Link @GraphCall 2025-10-13T00:19Z 9481 followers, XX engagements

"Agreed. Deloitte signed off without doing an actual audit. Given the widspread Fraud if they had done sampling of invoices they should have found the problem. Which begs the question: Who else are they "auditing""
X Link @GraphCall 2025-10-09T20:25Z 9490 followers, 5195 engagements

"@Sigma_tism Even #btc IS WAAAAAY overvalued in MV=PQ It's a means of circulation (for goods and services) with practically no circulation (for goods and services). Under MV=PQ it's worth maybe 6K"
X Link @GraphCall 2025-10-13T18:54Z 9463 followers, XXX engagements

"6/25 In a November 2023 interview with CNBC at the Robin Hood Investors Conference Druckenmiller noted that he had expected a recession in 2023 but was surprised by the economys strength. He mentioned AI as a possible factor to improve the economy"
X Link @GraphCall 2025-10-08T15:18Z 9477 followers, XXX engagements

"Note: Not exposed to consumer securitization in the US/ no exposure to US consumers. Not expensive and tons of cash on balance sheet best at retail in CHINA (logistics) Thanks Mr. market ๐Ÿ˜Š"
X Link @GraphCall 2025-10-10T16:54Z 9475 followers, 1798 engagements

"GOOD MORNING WESTERN ABSURDISTAN ๐ŸŒž๐Ÿ˜‚ BREAKING ๐Ÿšจ: Germany proposed raising the retirement age to 121"
X Link @GraphCall 2025-10-13T11:03Z 9490 followers, 3877 engagements

"8/9 Funnily if they do that they will shoot themselves in their foot in their rotation attempt because as Tooke explained it will reverse the credit froth it will increase the cost of credit thereby defeat the attempt at rotation"
X Link @GraphCall 2025-10-02T12:51Z 9446 followers, 1441 engagements

"1/7 The asset yields were falling since Q4 2024 (not due to deflation because we had fiscal dominance but due to loan modifications) the credit froth index also peaked in Q4 2024. Delinquencies were hidden by loan modifications"
X Link @GraphCall 2025-10-12T21:38Z 9488 followers, 12K engagements

"1/2 Fun project : ๐Ÿ˜ Detect Minsky garbage clusters based on Grok and map that in the GraphCall a big data visualization/ augmented web presentation system"
X Link @GraphCall 2025-10-02T14:36Z 9485 followers, 1169 engagements

"Absolutely. And I love when he bursts into laughter as he goes through the data. He is kind of a "joker". Gruenberg was probably the one at the FDIC opposing the XX Months off the Ferris Wheel disappearance of modified loans in cumulative data about modified loans (read delinquent) but then Gruenberd got into a sexual harrassement case. He resigns in May .and in July TADA: FIL letter no more opposition to make the modified loans disappear. How timely"
X Link @GraphCall 2025-10-06T16:01Z 9493 followers, XXX engagements

"@brandonmoretz Here the "misconceptions" from the Bank of international setlements and Fitch"
X Link @GraphCall 2025-10-11T15:19Z 9448 followers, 2262 engagements

"@JerryRi33953886 There is ZERO intent to use #BTC for anything else than delay the deval. The deval will hapoen and #BTC will fail because it is ill conceived"
X Link @GraphCall 2025-10-13T00:12Z 9481 followers, XXX engagements

"@dolphin_666666 What you see here will be nothing compared to how disgusted you will be by the crypto "matket". Just an appetizer relax"
X Link @GraphCall 2025-10-12T17:18Z 9471 followers, XX engagements

"Yes and JD Retail retails control 84%. It enables to get third party clients and increase scale something that would not be possible if JD Logistics weere to cater only to JD retail. This way external capital can pony up more money into Logistics and JD property (also boring business but asset heavy so Singapore wealth fund can fund it at low cost)"
X Link @GraphCall 2025-09-17T11:47Z 9447 followers, XXX engagements

"@silvamoon_ @Citrini7 Credit is the most potent source of liquidity for stocks. There are others M0 priting and fiscal bonds stuffing (fiscal dominance) but bonds stuffing can not prevent a credit problem it can actually make it worse. Like 1973 stocks in the funk YET with inflation so commos ramp"
X Link @GraphCall 2025-10-14T16:07Z 9490 followers, XX engagements

"The BLS data is implausible. You have had a boom in private label brands a shift of people with X figures salary into dollar stores which means inferior substitution. and that is implausible if real income is growing the only rational explanation is that if the inflation number from the BLS is too low what is a recessionary behavior (inferior goods susbstitution) becomes perfectly explained"
X Link @GraphCall 2025-10-12T19:53Z 9474 followers, XX engagements

"1/15 UST Bonds Stuffing & National Security Moreland in his presentation about Morgan Stanley shows how much the bank has been stuffing into UST and explains how typically banks for some odd reasons have an ability to predict rate cuts. Here Fiscal dominance twist"
X Link @GraphCall 2025-10-08T13:30Z 9462 followers, 10.4K engagements

"@KingKong9888 Basically what this abitrage is doing is similar to Rist saying to Montagu in 1927. Enuff of Sterling paper gimme the commodity ( Or what happened in the 1960s with rueff / De gaulle. ) and it ALWAYS results in a deval of the debtor country"
X Link @GraphCall 2025-10-11T14:10Z 9447 followers, 2217 engagements

"3/4 KRE gets the memo"
X Link @GraphCall 2025-10-09T19:34Z 9493 followers, XXX engagements

"4/6 But Hey Bessent says "Buy Stablecoin" despite the Pushback from the BIS. Maybe the BIS took the time to check if there were financial statements certified after 2023 and did not find those"
X Link @GraphCall 2025-10-09T21:26Z 9490 followers, XXX engagements

"1/2 Retirement age in Germany almost at life expectancy while at the same time "
X Link @GraphCall 2025-10-14T12:10Z 9493 followers, 1785 engagements

"GOLD Warrants in Shanghai = Gold in any currency LESS arbitrage LESS currency conversion costs (as you get physical delivery on demand) But with the convenience of an electronic instrument. And that's it"
X Link @GraphCall 2025-09-17T11:44Z 9446 followers, 55K engagements

"TRADE THOUGHT Ok the US wants to get China out of Argentina; fine. Does the US Treasury plan for the US to buy soybeans from Argentina with the pesos they just got"
X Link @GraphCall 2025-10-11T22:48Z 9471 followers, 1502 engagements

"2/7 The mine of "speculation" was heavily charged with garbage. (Juglar pre-condition) Now we have the detonator. Very difficult to re-reverse a reversed credit cycle"
X Link @GraphCall 2025-10-12T21:38Z 9489 followers, 1451 engagements

"3/22 If a lot of money comes into the strategy you are under pressure to be invested and the hedge fund manager would typically put pressure on the head of research and research team to be invested"
X Link @GraphCall 2025-10-07T13:21Z 9447 followers, XXX engagements

"Bitcoin down XX% with Gold up #BTC decoy is FINISHED"
X Link @GraphCall 2025-10-10T21:25Z 9471 followers, 15.8K engagements

"@Ambroise23968 It's not the point. The problem is base curve. And unless the Fed goes into monetization which they will AFTER a crunch the base curve is f*(ing up the PEs and securitization"
X Link @GraphCall 2025-10-07T14:32Z 9493 followers, XX engagements

"@DebarJohn There is no point accepting to have a portion of wages taken away with a retirement age close to life expectancy. CUT THE FAT IN PORK NATOstan MILITARO INDUSTRIAL CORPORATE LEECHES AND OTHER CORPORATE-STATE LEECHES"
X Link @GraphCall 2025-10-13T11:25Z 9466 followers, XX engagements

"Integrity of #BTC market"
X Link @GraphCall 2025-10-11T16:21Z 9448 followers, XXX engagements

"1/2 ZANDI from Moody's is no newbie as he called the 2008 crisis. That's what he sees"
X Link @GraphCall 2025-10-07T11:13Z 9493 followers, 1162 engagements

"Credit has different shapes in different parts of the Economy. Credit is still "yikes" in real estate but real-estate prices are now more bottom bouncing since the mortage reforms of Q 2024 on second homes than plummeting. EVs are generating VERY significant benefits to the Chinese economy as it cuts the car fuel bill by 80%. Itis a boost to real income. Solar is also bringing productivity gains. But there was cut throat competition with outdated firms forcing prices down (involution). They are removed via a Fund set-up to do that. So Solar will continue to bring productivity gains while"
X Link @GraphCall 2025-10-12T22:28Z 9478 followers, XXX engagements

"Been recommending ILUKA (large stash of heavy RRE accumulated for X decades - same grade as what is in China- Thorium pollution meant Rhone Poulenc had to stop refining the stuff from ILUKA back in the 1990s and outsource to Chinam so they piled up the by-product) and UMICORE (already refines minor metals -RRE) in stealth mode since April 2025. Some wake up at X am other at XX am ๐Ÿ˜"
X Link @GraphCall 2025-10-13T11:53Z 9490 followers, 1014 engagements

"4/4 Nasdaq keeps on ramping but the securitization nasdaq got the memo"
X Link @GraphCall 2025-10-09T19:34Z 9490 followers, XXX engagements

"12/25 State stimulus delayed the downturn The French State indeed launched or continued large infrastructure programs: railway expansion under the Freycinet Plan (launched in 1879) canal development port modernization and colonial investments"
X Link @GraphCall 2025-10-08T15:18Z 9474 followers, XXX engagements

"@SamanthaLaDuc XX% of Private Credit write their own NAV per BIS report 2024 without third party verification. And get paid on performance. In hedge fund business that would not fly a minute and would be called fraud you'd have to have a citco certification of NAV"
X Link @GraphCall 2025-10-11T19:58Z 9446 followers, 4821 engagements

"Today the Mexican Peso is the harder currency. Tells you everything you need to know. ๐Ÿ˜"
X Link @GraphCall 2025-09-04T11:05Z 9479 followers, 4295 engagements

"21/22 Now you combined that with bad solvency for consumers which would only deteriorate with more inflation per ZONDI"
X Link @GraphCall 2025-10-07T13:21Z 9443 followers, 1038 engagements

"A consumer / producer divide is a by product of FX as reserves started in 1922. As soon as you do an external drain it forces a deval in debtor country. Under a bills of exchange systen with net settlment in PMs you don't have this divide and data shows you did not have those huge PPP gaps. Besides I doubt China wants FX as reserves for the RMB as it would decimate its industry"
X Link @GraphCall 2025-10-02T23:51Z 9446 followers, XXX engagements

"@VolatilityVIX @SamanthaLaDuc The "ROW" is getting bigger and bigger. China could not have pulled that out in 2018. So had to do deval. Today Different tune. Basically in 2008 OECD was the dog with XX% of world GDP and the rest was the TAIL. Today Asia is the big dog. And OECD is the tail"
X Link @GraphCall 2025-10-14T19:32Z 9490 followers, XX engagements

"@ZeeContrarian1 Yup and you have now X consumer lending securitization businesses in a bear market (2 of them Fintech). One or two more Tricolor or First Brands bankruptcies. and it will be even more fun in the ABS market"
X Link @GraphCall 2025-10-01T09:09Z 9493 followers, 1074 engagements

"@Kathleen_Tyson_ Absolutely. Except for renewable energy maybe because those torpedo USD denominated fuels"
X Link @GraphCall 2025-10-12T18:53Z 9448 followers, XXX engagements

"1/25 Can a push in a new tech prevent a credit correction in bad credit areas Maybe but there is a precedent in 1885"
X Link @GraphCall 2025-10-08T15:18Z 9450 followers, 11.2K engagements

"When you refuse to accept the Fx of the debt as reserves and recycle into the debtor's gov securities AND instead you sell the FX versus commodities it forces a price discovery of the FX of teh debtor versus "things". The recycling into the debtor's gov securities on the other hand DOES not result in this price discovery"
X Link @GraphCall 2025-10-03T10:22Z 9448 followers, XX engagements

"@Karmageddon67 @imdavidbryan @f_wintersberger As per storage. BYD grid forming is currently at XX USD per MWh"
X Link @GraphCall 2025-10-11T09:28Z 9445 followers, XX engagements

"1/2 A second ramp on Soft commodities given primary deficit and war should provide should choke further consumers and be a nice windfall on consumer lending securitization"
X Link @GraphCall 2025-10-10T14:17Z 9493 followers, 2005 engagements

"History teaches us that changes in monetary system are extremely fast. It took only XX months to change from bimettalism to mono-mettalism and Gold standard in 1973. Same thing with the first FX as reserves system of 1922. Just a stroke of a pen. And when the FX as reserves was revoked in the 1930s again very fast. Same when the second Fx as reserves system was put in place with Bretton woods I and again very quickly undone and changed with Bretton Woods II. The Hong-Kong dollar was pegged to Silver until 1935 then depegged then Pegged to Sterling and then depegged in the end of the 1960s"
X Link @GraphCall 2025-10-02T22:48Z 9447 followers, XXX engagements

"An external drain on a debtor creates higher commodities prices and higher rates . Consumers get pinched in the US visible on PEPSI results. 1- Inflation (read lower real income) 2- Expensive (same reading) 3- Bright side People might eat more veggies and less crap hopefully"
X Link @GraphCall 2025-10-09T11:32Z 9447 followers, 7897 engagements

"2/22 Say you are operating in a strategy like risk arbitrage where you have to arbitrage merger-arbitrage spreads (the difference between the current price and the deal value)"
X Link @GraphCall 2025-10-07T13:21Z 9450 followers, XXX engagements

"22/22 You have your trigger. Meanwhile consumer-lending securitization firms and fintechs trade at astronomical levels. The windshield trigger is coming for those bugs but they have brains well of insects"
X Link @GraphCall 2025-10-07T13:21Z 9493 followers, XXX engagements

"13/25 This artificially sustained employment and demand for raw materials (iron coal construction) masking the contraction of private credit for a few years"
X Link @GraphCall 2025-10-08T15:18Z 9474 followers, XXX engagements

"Securitization *SHORTS"
X Link @GraphCall 2025-10-10T14:43Z 9493 followers, XXX engagements

"Integrity of the #BTC "market""
X Link @GraphCall 2025-10-11T16:25Z 9448 followers, 2552 engagements

"@kiki_toolazy There is no transfer happening. MV (goods and services prced and paid in Crypto) in MV=PQ is quasi non existent. Wire transfer are NEVER (fin transaction) never result in monetization and are NEVER counted in GDP"
X Link @GraphCall 2025-10-12T21:40Z 9478 followers, XXX engagements

"@alfray7 Germany wanted to challenge the UK and France wanted to take back Alsace-Lorraine badly while all were competing for the loot in colonies"
X Link @GraphCall 2025-10-12T23:21Z 9447 followers, XXX engagements

"NFT XXX Some people have trouble with their auto loans. Same demographics. One should re-inforce the other"
X Link @GraphCall 2025-09-22T08:26Z 9475 followers, 1677 engagements

"1/2 BEAUTIFUL DAY YESTERDAY IN THE CONSUMER LENDING SECURITIZATION MARKET FOR SHORTS: EVERYONE DOWN DESPITE UP MARKET All securitization lending consumer ALLY - XXX% SoFI - XXXX% Upst -XXX% (but this one got beaten up a lot recently0 CVNA -XXXX% AFRM - XXXX% KMX -1.1%"
X Link @GraphCall 2025-10-09T10:54Z 9493 followers, 4885 engagements

"Trade War strategy summarized"
X Link @GraphCall 2025-10-14T23:55Z 9490 followers, 2214 engagements

"7/25 Here is the record of the similar situation in 1882 contraction starts but public works in new Tech come in"
X Link @GraphCall 2025-10-08T15:18Z 9448 followers, XXX engagements

"#Bitcoiners: The reason why #Gold is Shiny and can be used to make beautiful artifacts IS NOT b/c people think Gold has value but the other way around. Some XIXth century stats by T. Tooke"
X Link @GraphCall 2025-10-12T10:54Z 9463 followers, 2566 engagements

"@TedinAngryMode Ah but please don't talk about taxing that. Just make wagers pay while getting nothing (put retirement age past life expectancy since we are there)"
X Link @GraphCall 2025-10-13T11:27Z 9447 followers, XX engagements

"Don't fall for the propaganda. Here are the LCOE data on different sourcs of energy. Nuclear is NOT the cheapest neither is coal. Here Lazard Data It's unclear if you need to add storage but grid forming form BYD is currently at XX USD per MWh. It will go lower especially with Sodium batteries"
X Link @GraphCall 2025-10-09T21:54Z 9451 followers, XXX engagements

"@cherrygarciafan @AvrosPentos @HarryBuckles I am sure you can't even unerstand what a quasi fiscal deficit is and how a central bank can inccrease M0 (money) while its assets balance stay flat using negative Equity (that's what the fed is doing). You are untrained"
X Link @GraphCall 2025-10-14T23:47Z 9490 followers, XX engagements

"@Max76484497 There are other SOFI accounting is a monstruousity. As soon as it breaks its MWA will push the dagger in it here. Explaining the entire fraud of "delinquencies" they report "modifications" Allowances to "delinquencies" Ratio it's going to be spicy"
X Link @GraphCall 2025-10-14T21:07Z 9493 followers, XX engagements