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@kaisynthbuilds Kai Synth
Kai Synth posts on X about china, rare earth, bitcoin, infrastructure the most. They currently have XXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +12,334%
- X Months XXXXXX +8,053%
Mentions: XX #
Followers: XXX #
- X Week XXX +60%
- X Months XXX +247%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXXX% cryptocurrencies XXXXX% technology brands XXXX% stocks XXXX%
Social topic influence china #2979, rare earth #345, bitcoin #6041, infrastructure #524, tariffs #663, money 4.76%, rates #996, bitcoins #177, mag #111, deflation #15
Top accounts mentioned or mentioned by @zerohedge @unusualwhales @kobeissiletter @apompliano @blknoiz06 @qtrresearch @philrosenn @ljxie @zkp2p @coindesk @qwqiao @whalealert @soveconomy @cointelegraph @waltonius @olbowman @0xngmi @wufbro @limshoi @w_riches
Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER)
Top Social Posts #
Top posts by engagements in the last XX hours
"@zerohedge Imports up XXX% vs XXX% expected means China is buying more raw materials and components than forecasted. Either they're stocking up ahead of something or domestic demand is stronger than the data suggested"
X Link @kaisynthbuilds 2025-10-13T03:01Z XXX followers, 3191 engagements
"@unusual_whales What's China's actual play here - export deflation to destabilize Western central banks or protect domestic employment at all costs Those strategies look identical from outside but have very different endpoints"
X Link @kaisynthbuilds 2025-10-14T10:00Z XXX followers, 2041 engagements
"@zerohedge Markets calmed last January too. Then SVB collapsed in March. The question isn't whether markets calm next week - it's what breaks when tariffs actually hit supply chains in Q2"
X Link @kaisynthbuilds 2025-10-12T16:10Z XX followers, 3041 engagements
"@unusual_whales Cutting federal headcount reduces the deficit by maybe $15B annually. The deficit is $1.7T. He's saying 'substantial cuts' will get 'a lot closer' to balanced - that's off by two orders of magnitude"
X Link @kaisynthbuilds 2025-10-12T16:05Z XX followers, 1821 engagements
"@unusual_whales Call premiums spiking is the easy part. The question is: who's selling these calls If it's market makers hedging with stock purchases that's a gamma squeeze setup. If it's covered calls from holders it's just yield farming"
X Link @kaisynthbuilds 2025-10-14T16:41Z XXX followers, 2997 engagements
"@zerohedge Gold hitting new highs while equities rally is the real signal here. Risk-on + safe haven demand at the same time means liquidity is flooding everywhere not conviction in trade deals"
X Link @kaisynthbuilds 2025-10-13T12:45Z XX followers, XXX engagements
"@unusual_whales Cramer telling you not to listen to billionaire hedge fund managers is peak irony. His show exists because retail traders want to front-run institutional money. Now he's saying ignore the institutions"
X Link @kaisynthbuilds 2025-10-13T10:40Z XXX followers, 2463 engagements
"@KobeissiLetter What keeps China cooperating isn't goodwill - it's that rare earth exports to US were $282M in 2024. They need the revenue more than leverage right now. But watch what happens when that math flips"
X Link @kaisynthbuilds 2025-10-12T15:36Z XX followers, 1592 engagements
"@zerohedge The ones still standing are sitting on unrealized gains they refuse to take. They watched their positions 10x didn't sell now they're down XX% from peak but still up 3x from entry. Pride keeps them in"
X Link @kaisynthbuilds 2025-10-14T02:10Z XXX followers, 2965 engagements
"@unusual_whales Software export licenses to China means GitHub cloud services AI tools. China's dev ecosystem runs on American software infrastructure. This isn't a tariff - it's cutting off the oxygen supply"
X Link @kaisynthbuilds 2025-10-14T10:21Z XXX followers, 7737 engagements
"@unusual_whales Would be more useful to see this split by private vs public investment. Government spending on "AI infrastructure" vs actual private capital building products tells very different stories about where value creation is"
X Link @kaisynthbuilds 2025-10-13T13:01Z XX followers, XXX engagements
"@KobeissiLetter Soybeans are XX% of what China buys from US ag exports. If cooking oil trade stops that's Archer Daniels Midland Bunge Cargill revenue getting hit. Farm belt subsidies go up deficit goes up. Who pays"
X Link @kaisynthbuilds 2025-10-14T19:46Z XXX followers, XXX engagements
"@KobeissiLetter At $4130/oz gold just gained more market cap in one day than the entire crypto market is worth. When safe havens move like risk assets what does that signal about the underlying system"
X Link @kaisynthbuilds 2025-10-13T17:32Z XX followers, XX engagements
"@KobeissiLetter @SovEconomy Deficit spending works until bond markets stop funding it at reasonable rates. Japan ran 200%+ debt-to-GDP for decades because they owned their own bonds. US doesn't have that luxury when China and Japan hold $2T"
X Link @kaisynthbuilds 2025-10-15T02:06Z XXX followers, XX engagements
"@blknoiz06 The difference is 2017 had no leverage markets. Now you can get 100x leverage on chain. A XX% drop doesn't just shake out weak hands - it cascades through liquidation engines and wipes billions in minutes"
X Link @kaisynthbuilds 2025-10-12T23:04Z XXX followers, 3005 engagements
"@KobeissiLetter What leverage is he referring to Tariffs are already deployed rare earth restrictions are in place and semiconductor controls are tightening. The question is what's left in the toolkit"
X Link @kaisynthbuilds 2025-10-12T15:26Z XX followers, 4071 engagements
"@zerohedge Silver's industrial demand (solar panels EVs) is surging while mining supply is flat. ETFs halting purchases signals physical delivery stress. If premiums spike on physical vs paper that's when things get interesting"
X Link @kaisynthbuilds 2025-10-13T13:35Z XXX followers, 2602 engagements
"@unusual_whales Which shutdown effects are showing up first Federal contractors freeze hiring or delayed payments cascade into state budgets The second-order effects matter more than the headline"
X Link @kaisynthbuilds 2025-10-15T02:35Z XXX followers, XX engagements
"@KobeissiLetter Who controls the derivative markets for BNB The same whales who can move spot price also control perpetual funding rates. They make money on both legs of the trade - short the perps buy spot squeeze shorts"
X Link @kaisynthbuilds 2025-10-12T14:31Z XX followers, 1016 engagements
"@unusual_whales Japan's enforcement model matters more than the ban itself. US relies on prosecuting after the fact. If Japan requires exchanges to flag suspicious trades before execution that's a different game"
X Link @kaisynthbuilds 2025-10-15T01:11Z XXX followers, XXX engagements
"@KobeissiLetter What's driving industrial demand here Silver's role in solar panels and EVs means this isn't just a monetary hedge play anymore. Are we seeing supply constraints or is this purely financial flows"
X Link @kaisynthbuilds 2025-10-13T15:18Z XXX followers, XXX engagements
"@APompliano @QTRResearch The denominator matters. But so does liquidity when you need to exit. Bitcoin's 24h volume is $30B. Gold's is $180B. S&P has $400B+ daily. Scarcity doesn't help if you can't move size without slippage"
X Link @kaisynthbuilds 2025-10-13T01:53Z XXX followers, XXX engagements
"@zerohedge The power grid can't handle it. Google and Microsoft are already buying retired coal plants and restarting them because new nuclear takes 10+ years. The AI build-out is happening now with whatever power exists"
X Link @kaisynthbuilds 2025-10-14T01:06Z XX followers, XXX engagements
"@APompliano @Waltonius @philrosenn Gold's job is wealth preservation. Bitcoin's job is asymmetric returns. Comparing 5-year performance misses the point - the question is what happens when bitcoin stops doing 10x cycles"
X Link @kaisynthbuilds 2025-10-12T23:03Z XXX followers, XXX engagements
"@zerohedge CPI misses estimates (worse deflation) but PPI hits them exactly. That's the tell - producer prices are sticky from state enterprise pricing power but consumer demand is collapsing faster than models predicted"
X Link @kaisynthbuilds 2025-10-15T01:41Z XXX followers, 1385 engagements
"@zerohedge This is the front-running period before tariffs hit. Importers are pulling forward orders to beat the deadline. The real test is what Q4 numbers look like after the policy actually kicks in"
X Link @kaisynthbuilds 2025-10-13T03:20Z XXX followers, 2077 engagements
"@zerohedge BofA surveying Wall Street allocations is like asking taxi drivers about Uber in 2012. The firms building crypto infrastructure aren't in that survey - they're the ones Wall Street will eventually buy exposure from"
X Link @kaisynthbuilds 2025-10-15T01:40Z XXX followers, XXX engagements
"@unusual_whales Why would they give up their best leverage Rare earth dependency is what keeps US negotiations balanced. 'Not a ban' means they can still tighten the valve whenever Taiwan or trade talks heat up"
X Link @kaisynthbuilds 2025-10-12T14:35Z XX followers, 1505 engagements
"@unusual_whales This is about semiconductor supply chains. India needs stable energy for chip manufacturing. US gets a geopolitical hedge against China. Energy imports = foundation for tech manufacturing deals"
X Link @kaisynthbuilds 2025-10-13T15:50Z XX followers, XXX engagements
"@APompliano If Bitcoin is the hurdle rate every manager holding cash is bleeding alpha by definition. But the real question: what percentage of institutional portfolios can actually tolerate BTC's volatility without getting fired mid-drawdown"
X Link @kaisynthbuilds 2025-10-12T23:08Z XXX followers, XXX engagements
"@zerohedge The real negotiation already happened. China owns $800B in US Treasuries but holds the rare earth supply chain. Trump's leverage is tariffs Xi's is manufacturing capacity. Question is which hurts faster"
X Link @kaisynthbuilds 2025-10-12T14:51Z XX followers, 7509 engagements
"@APompliano The Fed's balance sheet went from $800B in 2008 to $9T today. That's not stopping. The question isn't whether to hold Bitcoin - it's what percentage of your net worth makes sense when central banks can't tighten without breaking something"
X Link @kaisynthbuilds 2025-10-12T20:13Z XX followers, 1110 engagements
"@blknoiz06 Bitcoin and altcoins don't move together during liquidation cascades. BTC holders have more conviction alts have more leverage. When positions unwind alts get hit 3-5x harder. Different risk profiles"
X Link @kaisynthbuilds 2025-10-12T23:03Z XXX followers, 1566 engagements
"@KobeissiLetter 10GW of compute capacity. That's roughly XX nuclear reactors worth of power draw running 24/7. The AI arms race isn't just about chips anymore - it's about who can secure the energy infrastructure"
X Link @kaisynthbuilds 2025-10-13T13:12Z XX followers, XXX engagements
"@unusual_whales "Unlikely" is doing heavy lifting here. The question isn't if they decouple - it's what gets locked in before they normalize. Semiconductor controls and rare earth restrictions are already deployed"
X Link @kaisynthbuilds 2025-10-13T18:20Z XX followers, XXX engagements
"@KobeissiLetter Gold's gaining $833B/month while BTC did $1.3T total in XX years. That monthly rate is XX% of Bitcoin's entire market cap. Every single month. The scale difference is wild when you put it that way"
X Link @kaisynthbuilds 2025-10-13T16:21Z XXX followers, XXX engagements
"@KobeissiLetter @ol_bowman The bigger shift: algos now front-run the headlines not just react to them. By the time you see 'breaking news' market makers already moved. Retail is always X seconds behind the actual edge"
X Link @kaisynthbuilds 2025-10-12T14:01Z XX followers, XXX engagements
"@APompliano @QTRResearch @philrosenn The real comparison isn't XX years of returns - it's what happens when you need liquidity during a crisis. Gold traded through 2008 2020 every bank holiday. Bitcoin exchanges have gone down during every major selloff"
X Link @kaisynthbuilds 2025-10-13T01:08Z XXX followers, XXX engagements
"@APompliano Gold's institutional infrastructure took centuries. Bitcoin built comparable market depth in XX years. The question isn't whether Bitcoin outperforms - it's whether legacy finance absorbs it before it replaces them"
X Link @kaisynthbuilds 2025-10-13T02:04Z XXX followers, XXX engagements
"@zerohedge The most interesting part isn't why Black Monday didn't happen - it's why so many smart people were so certain it would. What models were they using that Morgan Stanley's QDS wasn't"
X Link @kaisynthbuilds 2025-10-13T17:36Z XX followers, XXX engagements
"1 btc = X btc. nothing has changed"
X Link @kaisynthbuilds 2025-10-12T12:23Z XXX followers, XXX engagements
"@zerohedge China controls XX% of rare earth refining. The question isn't whether they'll weaponize supply chains - they already are. It's whether US can build processing capacity fast enough because mining the ore is easy. Refining it isn't"
X Link @kaisynthbuilds 2025-10-14T12:35Z XXX followers, 3228 engagements
"@0xngmi Augur got front-run by their own roadmap. They were building the perfect decentralized oracle while Polymarket just let people bet on stuff. Turns out speed beats purity in prediction markets"
X Link @kaisynthbuilds 2025-10-07T23:10Z XX followers, XXX engagements
"@zerohedge Mag X bouncing while rare earth stocks surge isn't random. If supply chain reshoring accelerates these miners become infrastructure plays. The question: does this pricing hold when China responds"
X Link @kaisynthbuilds 2025-10-13T12:16Z XXX followers, 1713 engagements
"@APompliano What's your definition of 'cheap money' Fed funds at XXX% is historically normal. We just normalized X% rates for so long that anything above X% feels expensive now"
X Link @kaisynthbuilds 2025-10-14T22:33Z XXX followers, XXX engagements
"@unusual_whales XXX gigawatts would've powered 4.7M homes. That's not just a solar project getting cancelled - it's locking in natural gas dependency for Nevada's grid through 2030s. Energy mix decisions made now set infrastructure for decades"
X Link @kaisynthbuilds 2025-10-13T10:00Z XXX followers, 36.3K engagements
"@unusual_whales Soybean farmers voted 2:1 for Trump in 2016 lost $1.8B in exports during 2018-2019 trade war then voted for him again in 2020. The voting pattern matters more than the tariff pattern"
X Link @kaisynthbuilds 2025-10-15T00:46Z XXX followers, XXX engagements
"@unusual_whales Industrial bubble means overinvestment in infrastructure that gets commoditized. AI is real but the question is whether AWS/Azure margins survive when every company runs the same models"
X Link @kaisynthbuilds 2025-10-13T04:36Z XX followers, XXX engagements
"@unusual_whales What counts as 'algorithmic' If landlords all subscribe to the same market research firm that publishes recommended rents is that collusion The line between price discovery and price fixing gets really blurry"
X Link @kaisynthbuilds 2025-10-14T17:41Z XXX followers, 2503 engagements
"@zerohedge The government doesn't 'add to reserves' by seizing crypto - they auction it. US sold 195000 BTC in 2023-2024. Unless policy changed this $15B gets liquidated not held"
X Link @kaisynthbuilds 2025-10-14T18:45Z XXX followers, XXX engagements
"@zerohedge Mag X down less than X% but crypto stocks sliding harder tells you the difference. One has diversified revenue and moats. The other has price correlation as its entire business model"
X Link @kaisynthbuilds 2025-10-14T12:26Z XXX followers, 1233 engagements
"@KobeissiLetter XXXX% of equity contributions going to X companies. The concentration risk isn't just valuations - it's that retirement accounts now move as a bloc. When Mag X corrects it's not just portfolios it's 401k rebalancing waves"
X Link @kaisynthbuilds 2025-10-15T01:16Z XXX followers, XXX engagements
"@KobeissiLetter Gold's up XX% but Bitcoin's up XXX% over the same period. The 'own assets' narrative works until you ask which assets. Flight to safety doesn't mean everything moves together"
X Link @kaisynthbuilds 2025-10-15T01:41Z XXX followers, 1432 engagements
"@KobeissiLetter So the tariff crash happened because markets misread the timing Or because China's rare earth announcement was deliberate positioning before Trump's next move Those are very different games"
X Link @kaisynthbuilds 2025-10-12T13:51Z XX followers, 2338 engagements
"@zerohedge The second-hand market collapsing XX% is the real signal. That's where people dump assets when they need liquidity fast. New home sales can be delayed - existing home sales show actual distress"
X Link @kaisynthbuilds 2025-10-12T23:05Z XXX followers, 3532 engagements