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@fejau_inc Avatar @fejau_inc fejau

There is a discussion about the future of Bitcoin, specifically the potential impact of decreasing mining rewards and the role of transaction fees in securing the network. Some users are also debating the significance of the four-year cycle in Bitcoin and whether it still applies. Meanwhile, market participants are closely watching the Federal Reserve's actions, including the potential end of quantitative tightening (QT) and its implications for funding markets and the broader economy.

Engagements: XXXXXXX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% countries XXXX% technology brands XXXX% exchanges XXXX% cryptocurrencies XXXX%

Social topic influence ai 8.7%, flow #1761, bullish 4.35%, cash flow 4.35%, future 4.35%, liquidity #1805, shib #193, crypto #3368, kalshi 2.17%, longterm XXXX%

Top accounts mentioned or mentioned by @forwardguidance @raoulgmi @lawrencelepard @blknoiz06 @tyler_neville_ @blacklioncta @danroe_98 @wellspringgp @kellangrenier @fejauinc @rodeocrypro @santiagoroel @joecarlasare @taikimaeda2 @realazkicks @cheshire_cap @jeffgreenlee18 @richlassitermd @grok @khallid4397

Top assets mentioned Pump.fun (PUMP) Endeavor Group Holdings, Inc. (EDR)

Top Social Posts

Top posts by engagements in the last XX hours

"I dont really want to live in a hyper financialized gamified casino world. not gonna lie"
X Link 2025-12-04T04:51Z 79.8K followers, 155.9K engagements

"@0xAnteater Can you explain the comparison to emerging markets How do you view them as similar Ty"
X Link 2025-12-01T14:24Z 79.8K followers, 11K engagements

"Mentioned this on the @ForwardGuidance roundup today but I'm super bullish on my great nation of Canada. Carney is finally unlocking natural resources again after a decade of just real estate ponzi and immigration driven growth and moving towards unlocking our competitive edges again. Think a lot of capital is sidelined and views Carney of a continuation of Trudeau policy but imo couldn't be further from the truth. Ten years ago he would have been a conservative leader. It's just cons have gone to the right and libs to the left. Then you add on top how offside markets have been due to recent"
X Link 2025-12-05T18:20Z 79.8K followers, 29.8K engagements

"2026 thesis coming together right on time"
X Link 2025-12-09T16:50Z 79.8K followers, 76.3K engagements

"As discussed on the @ForwardGuidance roundup this week: MAG7 is undergoing a phase shift from asset-light free cash flow monsters that funneled their retained earnings into endless stock buybacks into asset-heavy machines with agressive amortization schedules and levering up to further fund the AI capex build as runway for self-FCF-funded AI capex buildouts nears its end. As that levering up occurs for assets with agressive amortization (GPUs) credit spreads and CDS need to rerate to better reflect this change. These aren't the FCF darlings they were X years ago"
X Link 2025-11-14T22:41Z 79.8K followers, 127.4K engagements

"Im very bullish on perps for tradfi assets as a form factor and this team is razor sharp. Excited to have invested in this round 🚀"
X Link 2025-11-20T15:13Z 79.8K followers, 22K engagements

"Important shift coming"
X Link 2025-11-22T17:33Z 79.8K followers, 31.4K engagements

"Thinking about macro in an inflationary environment paired with the K shaped economy we're in is really weird and makes you need to rethink what it truly means to be in a recession or not. Nominal sales are surging but are they surging on real terms Earnings growth of companies are a nominal figure and equity valuations therefore represent multiples on nominal terms. Should we really focus on real GDP growth or nominal when quantifying recession Could we see a recession in real terms despite nominal gdp and nominal spending/earnings surging anyway Probably. The past XX years have trained us"
X Link 2025-11-30T23:19Z 79.8K followers, 52.5K engagements

"@TheStalwart I feel like comparing dollars spent in the 90's vs the 2020's should probably be normalized"
X Link 2025-12-04T15:50Z 79.8K followers, 14.8K engagements

"I think people are getting too caught up on the semantics in the L1 debate on whether to value these things on a cash flow basis or on a monetary store of value basis and missing the fact that we have an excess glut of infrastructure and not enough interesting and compelling things to do on it. As it stands any marginal improvement in blockchain infrastructure hasn't led to a marginal improvement in innovation on top of these rails. Like when you really boil it down we do most of the same things on an ETH L2 Solana the newer generation chains like Aptos/Sui and the new-new ones like Monad. I"
X Link 2025-12-05T00:12Z 79.8K followers, 18.2K engagements

"Man what do they even talk about"
X Link 2025-12-05T03:58Z 79.8K followers, 21.5K engagements

"Thought this was a really good one"
X Link 2025-12-05T15:42Z 79.8K followers, 14.3K engagements

"This is all reminding me a lot of the end of the previous NFT cycle. Initially meme coins were a fun idea and there was only a handful of them so liquidity could funnel into these and pump them hard (doge and shib were the OGs and still nothing has surpassed them including the president coin) Then came the first wave of marginal increase in new coins - Pepe bonk wif etc. liquidity was focused enough that these could still get pumped hard. Then pump fun was created I view this similar to when Blur was launched and it unlocked hyper capital efficiency and removed the friction to creating new"
X Link 2025-01-25T20:49Z 79.8K followers, 533.2K engagements

"Step X may be announced at this coming FOMC meeting beginning in Jan"
X Link 2025-12-07T23:33Z 79.8K followers, 57.1K engagements

"@blockgraze I love this meme"
X Link 2025-12-09T17:59Z 79.8K followers, 2479 engagements

"Everyone always asks where the next marginal buyer will come from Time to hit the mines lil buddy"
X Link 2025-12-03T16:01Z 79.8K followers, 98.2K engagements

"@TaikiMaeda2"
X Link 2025-12-04T19:28Z 79.8K followers, 26.6K engagements

"Kinda depressing how true this ended up being People still trading pumpfun coins are the last Japanese soldier on the island fighting at this point"
X Link 2025-12-05T03:30Z 79.8K followers, 112.4K engagements

"@xan_nick @blknoiz06 Ok"
X Link 2025-12-08T02:19Z 79.8K followers, 6444 engagements

"Meanwhile in AI theyre doing $475m seed rounds 😭"
X Link 2025-12-09T04:52Z 79.8K followers, 21.1K engagements

"Great analysis on the equity perp landscape"
X Link 2025-12-09T16:07Z 79.8K followers, 16.8K engagements

"Ah so thats how theyre gonna take control of the Fed"
X Link 2025-12-10T02:08Z 79.8K followers, 10.2K engagements