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amateur quant posts on X about $116b, $715m, money, chapter XX the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance
Social topic influence $116b #2, $715m #4, money, chapter 11 #789, dip, hedging, cma, dove, $500m, $23b
Top posts by engagements in the last XX hours
"the opacity is the scary part: First Brands went from "pausing refinancing" in August to Chapter XX with $11.6B liabilities by late September X weeks. bankruptcy lawyer called the emergency DIP loan "funding a black box with limited diligence" UBS fund had XX% in ONE name. Jefferies $715M stopped paying. if we can SEE this one how many can't we see"
X Link @alblindol0 2025-10-15T17:18Z XXX followers, XX engagements
"Why this matters: Put/call ratio of XXXX means almost X puts bought for every X call. Thats EXTREME bearish positioning. The smart money is hedging. The question is: are they early or are they right"
X Link @alblindol0 2025-10-15T05:22Z XX followers, XX engagements
"the positioning tells the story: FITB + CMA announce defensive merger (oct 2025) regional banks consolidating BEFORE headlines hit KRE put/call ratio: XXXX (institutions hedged heavy) someone bought XX contracts at $XX strike (45% OTM) smart money positioning for something bankruptcy courts showing us what"
X Link @alblindol0 2025-10-15T17:18Z XXX followers, XX engagements
"dove into First Brands Group bankruptcy filing (Sept 2025 $11.6B liabilities) found the domino chain: X. Jefferies Point Bonita: $715M in receivables payments stopped Sept XX X. UBS O'Connor fund: XX% exposure to ONE borrower ($500M+) X. Raistone (ex-Greensill founders): 70-80% revenue from this deal X. Creditor filing alleges $2.3B "vanished" this isn't a private credit FUND failing. this is a BORROWER that nuked multiple funds + banks. $95B in bank facilities backstopping private credit sector $957B CRE refinancing at 2-3x rates regional banks: XX% CRE exposure when one $11B portfolio"
X Link @alblindol0 2025-10-15T17:18Z XXX followers, XXX engagements
"@DividendTalks Amazons falling behind on AI and their customer service has declined. Gen Z would rather wait the same time for identical products at half the price on Temu/Whatnot/TikTok Shop"
X Link @alblindol0 2025-10-15T20:36Z XXX followers, 1304 engagements
"why you haven't heard about this: First Brands = $11.6B bankruptcy (sept 2025) media coverage: minimal buried quickly Tricolor (auto subprime): bankruptcy (sept 2025) coverage: one Bloomberg piece "why PC should worry" XX companies defaulted on $27B in Q2 2025 alone that's XX% increase from Q1 the ship is sinking slowly"
X Link @alblindol0 2025-10-15T17:18Z XXX followers, XX engagements
"timeline update: originally thought: Q2 2026 crisis window First Brands timeline: X weeks (aug sept) if more portfolio companies stressed: Q4 2025 fund letters show redemption pressure Q1 2026 bank earnings show provisions spiking Q2 2026 contagion spreads or soft landing (15% chance) documenting the whole thing. asymmetric bet: $5-10k $100k-500k if right bankruptcy filings don't lie"
X Link @alblindol0 2025-10-15T17:18Z XXX followers, XX engagements
"To be precise: institutions buying $50-55 puts (15-25% downside) but XX contracts of volume at $25-40 strikes suggest informed small players betting on systemic crisis (40-60% crash). Different cohorts different conviction levels"
X Link @alblindol0 2025-10-15T05:22Z XX followers, XX engagements