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@JZ281C 1JZ1JZ posts on X about china, india, russia, south korea the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence countries XXXXX% finance XXXXX% currencies XXXX% travel destinations XXXX% stocks XXXX% technology brands XXXX%
Social topic influence china 13.41%, india 8.54%, russia 2.44%, south korea 2.44%, pakistan 2.44%, money 2.44%, the world 2.44%, liquidity 2.44%, inflation 2.44%, mongolia XXXX%
Top accounts mentioned or mentioned by @ijkta1619 @yieldsearcher @jsnorzy @antimatterswx @jk99928789839 @teortaxestex @canthinkofuname @brinews @goldenbattalion @lostsanityxvx @bri_news @redbrickstros @observer124 @poseidonp8 @amcking1971 @genlab199487 @observer_124 @iamtrashman @fredsoda @rtsgnews
Top posts by engagements in the last XX hours
"@ijkTA1619 Consumption as % of wealth/income - X is how it is for billionaires. As society become materially richer more and more capital will exist in the form of intermediate capital that individually contribute a very small portion to overall productivity"
X Link 2025-12-11T01:26Z 5280 followers, XXX engagements
"The global order is now changing at a fairly rapid pace. US and Russia are both deploying their military power to secure geopolitical sphere of influence. China is still fairly restrained but we can see signs that China is becoming less restrained"
X Link 2025-12-12T07:58Z 5278 followers, 1198 engagements
"This is the time to remind people that the 30k US troops in South Korea are a tripwire force. Korean War never ended in a formal peace agreement. Those 30k Americans are hostages if China isn't ok with what the US does in LatAm"
X Link 2025-12-12T13:49Z 5280 followers, 9705 engagements
"The green revolution across Iran Pakistan India is not sustainable. They're using too much unrenewable groundwater for agriculture. Iran is in crisis now but Pakistan and India are next"
X Link 2025-12-12T19:50Z 5279 followers, 2128 engagements
"@iam_trashman India had several opportunities for this over past XX years. Galwan was a major one Sindoor was another. India failed to demonstrate that it is willing/able to impose strategic level costs on China"
X Link 2025-12-12T05:37Z 5284 followers, 1038 engagements
"@yieldsearcher Inflating wages in nominal CNY will do the same thing for consumer purchasing power of imports even if CNY doesn't appreciate. More importantly it unlocks disposable cashflow as existing mortgage payments make up smaller % of household cashflow"
X Link 2025-12-13T02:07Z 5284 followers, XXX engagements
"@BRI_news @yieldsearcher Everyone knows that not having property taxes is not sustainable. It's just really hard to push it through politically"
X Link 2025-12-13T09:11Z 5284 followers, XXX engagements
"@BRI_news @yieldsearcher Once real estate is taxed then money that ends up in real estate do not get trapped. Some percentage will always be paid in tax and recirculated via government spending. Money has to flow in order to catalyze economic activity"
X Link 2025-12-13T09:12Z 5284 followers, XXX engagements
"@JSnorzy @AntiMattersWX The view back in 2017 was that cash is trash. The world rewards the most daring and starve the cowards. Everything was about betting big and winning big"
X Link 2025-12-05T08:33Z 5281 followers, XXX engagements
"India would be very dumb to promote this idea of ignoring nuclear deterrents. Normalizing military conflict between India/Pakistan only show the world that these X countries do not have real nuclear deterrent"
X Link 2025-12-06T19:46Z 5280 followers, 5932 engagements
"@teortaxesTex Death penalty helps mitigate the damage. Senior bank executives took XX% of loans granted to Evergrande as kickbacks in exchange for lending money"
X Link 2025-12-10T16:41Z 5281 followers, 7387 engagements
"@fredsoda Changing president every X years isn't helping. Trump's rapid flipflops on tariffs have discredited long term industrial policy in general. Who is going to make huge capex investments that depends on long term policy consistency"
X Link 2025-12-12T19:29Z 5281 followers, 1014 engagements
"@RedBrickStros VZ isn't a core interest but kicking the US out of Asia is. A good excuse doesn't come along very often"
X Link 2025-12-13T01:27Z 5281 followers, XXX engagements
"@BRI_news @yieldsearcher No it's the opposite. It's politically impossible to push through property taxes when real estate prices are falling. Beijing needs to find a way to condition liquidity support for the real estate market on actual rollout of property taxes"
X Link 2025-12-13T10:32Z 5284 followers, XXX engagements
"If we assume under this policy XX% of families have 1234 child each that makes 1st child XX% of all children (no subsidies). If each 2nd child get 100k 3rd child get 150k 4th get 200k then annual births of 10M will cost 800B/year. This is XXXX% of GDP (140T)"
X Link 2025-11-15T01:06Z 5274 followers, 1758 engagements
"In 1950 the US had 20000 tons of monetary gold + a trade surplus backing the USD so it could get away with irresponsible monetary policy for a while"
X Link 2025-12-05T01:01Z 5276 followers, XXX engagements
"Trying to inflate away bonds today will destroy the balance sheets of pensions and insurance companies. Inflation indexed pensions and insurance companies have liabilities that go up with inflation but most of their assets are long duration fixed income"
X Link 2025-12-05T01:16Z 5274 followers, 1389 engagements
"@JSnorzy @AntiMattersWX Evergrande was just as reckless with over expansion as the AI hyperscalers today. There was completely confidence in near term global domination"
X Link 2025-12-05T08:38Z 5270 followers, XXX engagements
"In a shooting war the attrition rates for B-2 and B-21 will likely be horrific even at standoff distances. With new AAM that can hit targets 1000 km out and increasing sensor density from mass deployment of UAVs + space based ISR subsonic bombers will suffer heavy attrition"
X Link 2025-12-10T15:57Z 5277 followers, 9447 engagements
"Given the nepotism in university admissions this doesn't actually validate Amy Chua's parenting"
X Link 2025-12-10T18:57Z 5270 followers, 2718 engagements
"If Amy Chua's daughters became scientists or even doctors that would be different. For the daughters of X Ivy League law professors to become Ivy League law graduates is like the kids of Jensen Huang becoming middle managers at NVIDIA"
X Link 2025-12-11T05:20Z 5270 followers, XXX engagements
"@genlab199487 In a major power conflict no one will be casualty averse. US is casualty averse when fighting small fry like Vietnam/Taliban because the prize isn't worth the cost"
X Link 2025-12-12T02:21Z 5276 followers, XXX engagements
"@genlab199487 CN will be casualty averse if it is invading Myanmar or Mongolia. It won't be casualty averse if it is fighting US RU IN or JP"
X Link 2025-12-12T02:22Z 5274 followers, XXX engagements
"@canthinkofuname A very large portion of India is arable land needed to grow food. China has a ton of sunny deserts in Xinjiang and Inner Mongolia where a lot of the really energy intensive industries are relocating to"
X Link 2025-12-12T07:26Z 5276 followers, XXX engagements
"@canthinkofuname One of the biggest costs for large scale solar in India will be land cost because there isn't that much sunny but unpopulated land. Even Thar Desert have 80pp/km2 whereas deserts like Taklimakan in China is uninhabited"
X Link 2025-12-12T07:31Z 5276 followers, XXX engagements
"@canthinkofuname The hardest problem for many major infrastructure projects in India is land acquisition. We saw this with high speed rail where land acquisition dragged for years"
X Link 2025-12-12T07:32Z 5270 followers, XXX engagements
"Increasing frequency of long range naval patrols give a hint as to what China considers its sphere of influence"
X Link 2025-12-12T08:00Z 5277 followers, 1330 engagements
"@goldenbattalion Basing wise Russia definitely can. It's 9000 km from Russia to Caribbean which is within unrefueled range of modern destroyers. For China it will need to either find a partner to provide bases or bring tankers"
X Link 2025-12-12T08:29Z 5274 followers, XXX engagements
"@LostSanityxvx A better scenario is help Pakistan take and fortify Kashmir while leaving AP alone. This will intensify conflict between India and Pakistan. Taking AP will require deploying ground troops past Himalayas which is logistically risky before 2035-2040"
X Link 2025-12-12T10:26Z 5277 followers, XXX engagements
"@yieldsearcher Japan had to accept quotas on their exports like cars and basically had to give up a good chunk of their semiconductor industry to South Korea. I think China will choose commodity/wage inflation over currency appreciation"
X Link 2025-12-13T02:03Z 5276 followers, XXX engagements
"@yieldsearcher Currency appreciation will just make the over-valued real estate problem worse. It imposes an even bigger adjustment burden on real estate prices in CNY terms if CNY rises in global terms"
X Link 2025-12-13T02:04Z 5276 followers, XXX engagements
"@yieldsearcher The solution is to inflate wage/commodities in CNY terms while holding real estate down so price/income ratios get back to reasonable without another XX% down in housing prices"
X Link 2025-12-13T02:05Z 5277 followers, XXX engagements
"@yieldsearcher I don't see the current massive export surplus as deliberate policy. It is more a side effect of inflationary policies in the US and Europe in conjunction with deflationary policies in China"
X Link 2025-12-13T12:03Z 5277 followers, XXX engagements
"@yieldsearcher China wants to deflate real estate prices but the problem is it's really hard to deflate just real estate prices. Actual execution of sector-specific liquidity policy is pretty hard especially when you lack policy mechanisms like property tax to drain liquidity from real estate"
X Link 2025-12-13T12:06Z 5277 followers, XXX engagements