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@brandonmoretz The AccountantThe Accountant posts on X about accounting, united states, prime minister, $35b the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance countries stocks cryptocurrencies social networks technology brands
Social topic influence accounting #348, united states, prime minister #1066, $35b #7, bloomberg #124, blockchain #2084, money, canada #3968, $usb #3, usb
Top assets mentioned US Bancorp (USB) Reddit, Inc. (RDDT) Bitcoin (BTC) JPMorgan Chase (JPM)
Top posts by engagements in the last XX hours
"Randomly for no particular reason I thought Id skim the notes from the Oct. 15th FDIC meeting. Thought it might be useful given all this noise about bank failures and such. Great news everyone; BDCs with all that high-quality lending capacity are going to step up and start bidding on emergencies in case any failures should start spreading quickly like a contagion of sorts: We have also made improvements to our least-cost test model which the FDIC uses to estimate the cost of different resolution options to determine which is the least costly to the DIF. . Furthermore we also plan to"
X Link @brandonmoretz 2025-10-18T21:06Z 1287 followers, 1430 engagements
"I will humor this one final time: if you ask another question I've already linked to a referenced answer for I will ignore it. "SRTs allow banks to insure loans against default by selling credit-linked notes to pension sovereign wealth and hedge funds. That means banks can bolster their solvency ratios or free up capital to pursue growth. Typically a lender obtains default protection for between X% and XX% of the loans value. READ: Banks are using SRTs to skate around SLR requirements which have already been filed down to fucking nubs (there are better references but I keep citing BBG to be"
X Link @brandonmoretz 2025-10-19T00:17Z 1283 followers, 1406 engagements
"To all the influencers who piecemeal my content into your Substacks; I see you Ive been aware since $RDDT days. I genuinely do not care as this is all open source information and I do not seek/need to monetize it. However Im not confident this model will continue to exist in the near future: the outcome will be so profound (directionally irrelevant) the market for this information will evaporate. If Millennium & Citadel are selling off their stakes in this business ask yourself what is your edge over theirs Why are systemic funds closing in favor of discretionary As if a big rotation is"
X Link @brandonmoretz 2025-10-19T18:18Z 1284 followers, XXX engagements
"To the future historians: This was the endgame accounting ledger in what was known as the "United States" prior to socialism. It only went one way - accrue debits; credits were distributed via "Qualitative Manual Adjustments" or QMAs - never_enough_acronyms.jpg lovingly nicknamed "The S. Bessent US Treasury For Recycled Leverage'' in the 'before times.' - mad_max_valhalla.jpg"
X Link @brandonmoretz 2025-10-21T13:37Z 1287 followers, XXX engagements
"@Investor_NICK_ and our northern neighbor - never underestimate the Canadians; we literally created the Geneva Convention b/c those mfers are so savage we had to create rules for the line between "winning" and "savage torture" on the battlefield"
X Link @brandonmoretz 2025-10-22T16:26Z 1283 followers, XXX engagements
"Executing prisoners: Numerous letters diaries and historical accounts confirm that Canadian soldiers frequently executed surrendering Germans. Historian Tim Cook noted in a 2006 paper that evidence of prisoners being killed after surrendering was widespread across Canadian units. One officer Lieutenant R.C. Germain wrote home about killing surrendering Germans after losing half of his company in a battle stating "All the 'Kamerad' they got was a foot of cold steel.". Deceptive attacks: Canadian soldiers exploited informal truces in the trenches with deadly effect. In one well-documented case"
X Link @brandonmoretz 2025-10-22T16:33Z 1284 followers, XX engagements
"simplified: banks are blown up from credit losses (leveraged to the tits): see my BDC write-up. math doesnt math anywhere close ok now fund the government without tax revenue from the .01% since October. 2023. even simpler net out the value of public equities sans 2025 insider sales. back into that number however you want to try: buybacks retail margin etc etc. not even close. id try to explain interest rates but you need to get past addition before we try to climb that mountain k lmk. thx"
X Link @brandonmoretz 2025-10-22T21:43Z 1283 followers, XX engagements
"@junkbondinvest Wells was banned from participating in this from their last probation for fraud; they gotta hurry and play catch up. Imagine the quality of all that AI generated underwriting & risk management"
X Link @brandonmoretz 2025-10-22T23:49Z 1287 followers, 1089 engagements
"be me a random capitalist who knows the rules & system: 1.) the UHNWI always get their bags; always. how do you think they get there in the first place 🙃 2.) they do not care about any fallout from #1 - they're never around to deal with it. 🤑 see: my two simple rules for trading US markets; occam's razor remains undefeated. now for the backstory: tech bros lever up a local bank in silicon valley - svb_explodes.jpg proceed to do what they do "smash things quickly whatever" - if_he_dies_he_dies.jpg realize their net worth is in this burning pile of garbage - not_this_time.png first citizens &"
X Link @brandonmoretz 2025-10-19T14:11Z 1441 followers, 1362 engagements
"Whos Mark Carney Im glad you asked; lets have a quick look at his background. Mark Joseph Carney is Canadas current Prime Minister is almost the exact opposite of the two other (populist platforms/followings) characters in this story so far: hes an academic economist (Harvard undergraduate Oxford masters/Ph.D.); we wont call him Dr. Carney because he isnt a Medical Doctor (M.D.) much like Jill Biden with a Doctorate in Education (Ed. D.) isnt a doctor even though the Dr. designation is by definition a title for any such persons who have earned a doctoral degree in: philosophy (Ph. D.)"
X Link @brandonmoretz 2025-10-22T15:53Z 1444 followers, 13.7K engagements
"I am confused; I'm only going to present these facts and hope that someone else can make this math for me: I found this ledger for "Every tokenized real-world asset in one place." - with me ALL OF THEM supposedly - total AUM: $34520000000 - or $35B as of: 10-23-25. OK. Per Bloomberg as of 11-27-24 total stablecoins are $200B: Then 6-18-25 per Bloomberg: "The passage of stablecoin legislation in the US Senate marks a huge leap forward for the potential mainstreaming of cryptocurrencies that track the US dollar one-to-one." projects to grow to $3.7T over the next few years pending regulation."
X Link @brandonmoretz 2025-10-23T16:22Z 1444 followers, 14.2K engagements
"@jack you seem to understand the blockchain a great deal; can you explain to me how this works in practical terms in the context of standard financial accounting"
X Link @brandonmoretz 2025-10-23T17:03Z 1441 followers, XXX engagements
"@RealJimChanos I apologize for the formatting; editing screwed it all up (maybe just past in Word idk). However you seem to have a deep understanding of financial accounting and experience with crypto Can you help me unwind this"
X Link @brandonmoretz 2025-10-23T18:00Z 1441 followers, XXX engagements
"looks like were gonna find about that whole custodial exposure jazz; quick fast & in a hurry"
X Link @brandonmoretz 2025-10-23T23:16Z 1441 followers, XXX engagements
"american exceptionalism has entrenched our society at this point; all speculative assets are permabid & yields are pinned down harder than a freshman on jim jordan's 'practice mat' - schillinger_prag.jpg former capitalists embrace socialism as long as it benefits (only them); stocks ripping as generational wealth is created overnight - oh_the_irony.jpg piss drunk on free money from the unlimited pumping by Jane St. & SB's crypto scheme; unable to grasp the concepts of debt trade or government funding; why would they - nothing_ever_matters.jpg DJT: 'I control the stock market with the flip of"
X Link @brandonmoretz 2025-10-24T16:45Z 1441 followers, XXX engagements
"I'm sure this will be the last time we ever hear about SpaceX on the Blockchain. Just documenting it for the historians"
X Link @brandonmoretz 2025-10-24T21:18Z 1441 followers, XXX engagements
"Hey - Just FyI - when a large loan like that is issued by a bank & private its not private credit its a syndicated loan - term loan/leveraged loan/etc. Broadly known as BSLs - meaning theyre issued with with leverage & placed into a warehouse entity which is also leverage per the trustees line of credit arrangement with the purchasing entity. See this for more details on why this is an important distinction:"
X Link @brandonmoretz 2025-10-25T13:33Z 1444 followers, 8444 engagements
"It appears I have a lot of new friends so welcome I realize I probably come across as a doomer permabear; however the intent is to warn/inform about things I see that are let's say less obvious or even outright confusing without the underlying context for a headline/financial 'greek' speak etc. Rather than trying to provide 'investment advice' or w/e -- this is saturated to the point there is no value I can add here and my trades are weeks/months (I have open shorts from March this year to give you an idea). Think of my shtpost as the annoying risk manager/compliance officer trying to keep"
X Link @brandonmoretz 2025-10-09T14:04Z 1435 followers, 4340 engagements
"So don't view this from the perspective of an American; this is the 'American Exceptionalism' trap. Americans assume the world revolves around them; it doesn't -- at least anymore. That's the essence of 'Takaichi Trade' and why the 'Iron Lady' is. honestly a 'swan of swans.' Japanese culture/social norms are breaking down at this point - a female PM itself is an extreme outlier. They've had economic issues since the 80s boom; if you are old enough I'm sure you remember the US getting anxious about Japan getting 'ahead' of the US (see: lost decade: They've been our closest trade partner & ally"
X Link @brandonmoretz 2025-10-17T11:56Z 1435 followers, 1185 engagements
"perhaps theres a middle ground btc obviously a sham honestly having doubts about monetary & fiscal policy as well. nothing truly matters at all. 40T debt & X% 30y. in what world Beccent manufacturing demand for usdt printing tether tokens billions dollar funds get liquidated mid day into zero liq (unmatched orders buy & sell 500k+ qty lots by the 100s). mkt doesnt move X bp. PC funds selling their own bank debt back to the banks to getting SRT wrappers back for default protection & financing on their own loans. in all honesty at what point does nothing truly matter getting to the point the"
X Link @brandonmoretz 2025-10-17T21:24Z 1434 followers, XXX engagements
"Another unrelated in any way shape or form article. That I randomly came across just now. That could never be related to any of this:"
X Link @brandonmoretz 2025-10-23T17:00Z 1441 followers, XXX engagements
"Thanks @SenWarren. Did you finally get my memo Any update on the numerous other issues I've laid out clear as day I'm available for Q&A whenever you can make some time on the calendar. LMK. Thx"
X Link @brandonmoretz 2025-10-23T21:09Z 1441 followers, 1466 engagements
"If you are invested in Crypto please be aware this isnt gonna be a one-off. If you are not Im betting this is a portfolio company (held on leverage & not reported on banks' balance sheets). Start demanding more transparency into private assets"
X Link @brandonmoretz 2025-10-23T23:44Z 1441 followers, XXX engagements
"What are the exact legal mechanics that 'bind' an asset such that it is 'on-chain' I understand the technical aspects - no need for that; I'm approaching this from a 'securitization' & 'custody' framework to define ownership. Interestingly you used the words 'digital collateral' which almost gets directly to my point. In what cases are assets considered 'off-chain' & 'digital' as that's a layer of mess in itself These are mutually exclusive terms correct Let's go directly to the bond use case a corporate bond issued at par ($1000) with a 10-year maturity and X% (quarterly) coupon. Bond is a"
X Link @brandonmoretz 2025-10-24T02:51Z 1441 followers, XXX engagements
"But where does he keep getting all this money"
X Link @brandonmoretz 2025-10-24T23:27Z 1441 followers, XXX engagements
"incase a person with a whale picture pumping random headlines isnt a credible source; ill link the official"
X Link @brandonmoretz 2025-10-24T23:31Z 1444 followers, XXX engagements
"@MPelletierCIO You are going to win as a Country I promise you that. You may not see how as I dont have the answer but Mark Carney is going to destroy DJT thus the United States. How Financially. The mechanism I wish I was XX% as smart as he is; maybe Id have a clue"
X Link @brandonmoretz 2025-10-24T23:43Z 1441 followers, XX engagements
"@RpsAgainstTrump Yes this is incredibly obvious. It will kill both US & Canada auto manufacturers. Canada might hurt but America will die. Carney will win this battle; hes playing chess and Trump is eating crayons"
X Link @brandonmoretz 2025-10-24T23:51Z 1434 followers, XXX engagements
"@CyberSecurity__ Ive moved on to other seemly unrelatedly fraudulent activities transactions & ponzi schemes; they are in no way shape or form connected back to this. I assure you its all random. Thats why this is the final_final_v3_modified_final version"
X Link @brandonmoretz 2025-10-25T15:41Z 1441 followers, XXX engagements
"I have no answers; none. I am clearly stating that the thing that doesn't work is any financial accounting which is how you would ever exchange crypto for $. Especially leveraged amounts of it. If you hold this I am assuming you understand that the entire liability of the underlying asset plus leverage is on you. If it went down which it never will everything is probably fine. I can't keep anyone's attention past XX characters anyway. I could rewrite it however and it would make no difference"
X Link @brandonmoretz 2025-10-23T17:45Z 1364 followers, XX engagements
"@litcapital Now apply that logic to the US public & private equity markets. Tell me whats different"
X Link @brandonmoretz 2025-10-25T01:22Z 1411 followers, XXX engagements
"Sources: Mutual Fund: The Token:"
X Link @brandonmoretz 2025-10-23T16:31Z 1441 followers, XXX engagements
""Candidly the prospect of becoming an elected politician in Canada let alone prime minister I felt was receding. And then I became more and more concerned about the potential direction of our country and felt that given my background I would have a chance to help change it." No Earthly idea what relevance his background has to the current political landscape. Interesting read regardless: "Im going to say an odd thing. In some respects its easier when the problems are very clearly out in front of everybody. I think all Canadians understand that our relationship with the United States has"
X Link @brandonmoretz 2025-10-25T20:43Z 1444 followers, XXX engagements
"Let's call $USB on Monday; maybe we can raise the bar w/ a 100x vehicle; we can prob come up with the $10M seed using like $XXX cash + derivatives crypto at this point (don't have to worry about crazy uncle b/c they'll be insolvent before us - genius). We're gonna have to raise the fees tho; it's gonna be a lot of work for us to pull this one off"
X Link @brandonmoretz 2025-10-12T12:54Z 1426 followers, XXX engagements
"@BickerinBrattle hey dont look at $USB. Nothing over there but solid accounting and on balance sheet liabilities. Quality name"
X Link @brandonmoretz 2025-10-14T22:40Z 1426 followers, XX engagements
"@ka1n0s @DesoGames you two seem to know this subject; can you help me"
X Link @brandonmoretz 2025-10-23T16:41Z 1431 followers, XXX engagements
"And this definitely isn't background context for multiple shitposts on deck that I've been saving waiting for the inevitable"
X Link @brandonmoretz 2025-10-24T12:55Z 1444 followers, XXX engagements
"Can't think of a more secure transparent & clearly traceable asset THAN FUCKING CRYPTO that can be used as collateral. $JPM with the godlike call:"
X Link @brandonmoretz 2025-10-24T21:43Z 1441 followers, XXX engagements
"@UnicusResearch Bessent needed $1B for his other ccy scam in Argentina; priorities people come on. I wish I was creative enough to just make this shit up at this point"
X Link @brandonmoretz 2025-10-24T23:35Z 1433 followers, XXX engagements
"It isnt an accounting ledger anymore if that helps. Its how $1B funds get liquidated into unmatched orders every single fucking day. Theres zero liquidity on XX% of the market and USG long-bonds are evaporated into the ether the same way. transaction (dont like it) - ignore it does this help"
X Link @brandonmoretz 2025-10-25T03:11Z 1426 followers, XX engagements
"@PeteButtigieg @SenAdamSchiff @SenWarren @BernieSanders @SenSchumer @SenSanders @RepJeffries @AOC Incase you need more context: LMK if I need to use crayon or smoke signals; morse code could be possible. LMK"
X Link @brandonmoretz 2025-10-25T03:25Z 1434 followers, XX engagements
"@PeteButtigieg @SenAdamSchiff @SenWarren @BernieSanders @SenSchumer @SenSanders @RepJeffries @AOC cc: @RepSwalwell Im running out of names for useless politicians I used to think gave a shit about anything; does anyone have a more comprehensive list"
X Link @brandonmoretz 2025-10-25T03:29Z 1434 followers, XX engagements
"@FirstSquawk wait until you find out how all currencies work"
X Link @brandonmoretz 2025-10-26T02:20Z 1441 followers, XXX engagements