@nickgiva1 Nick G.Nick G. posts on X about gold, if you, in the, bitcoin the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 34.65% cryptocurrencies #1085 stocks #4381 countries 4.95% currencies 3.96% celebrities 1.98% technology brands 1.98% exchanges 0.99% luxury brands 0.99% automotive brands 0.99%
Social topic influence gold 9.9%, if you 8.91%, in the 7.92%, bitcoin #485, $btc #4277, $mstr #9, target 3.96%, $strc #89, the world 3.96%, just a 2.97%
Top accounts mentioned or mentioned by @dotkrueger @hmugwagwa @dampedspring @saylor @dzambhalahodl @t3rm @yankeegehrig4 @blacklioncta @thesizzmeister @markgergen1 @sminstonwith @donnellybrent @citrini7 @gadsaad @realannapaulina @eurofounder @samcallah @ksidiii @omshanti08 @xiehuier28789
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strategy Incorporated (STRF) iShares BTC Trust (IBIT) Amazon.com, Inc. (AMZN)
Top posts by engagements in the last [--] hours
"There was nothing wrong with Britain before Major & Blair started ruining it. The wheels came off when they stabbed Maggie in the back. UK DEPUTY PM LAMMY: WE SHOULD LET NOTHING DISTRACT US FROM OUR MISSION TO CHANGE BRITAIN AND WE SUPPORT THE PRIME MINISTER IN DOING THAT UK DEPUTY PM LAMMY: WE SHOULD LET NOTHING DISTRACT US FROM OUR MISSION TO CHANGE BRITAIN AND WE SUPPORT THE PRIME MINISTER IN DOING THAT"
X Link 2026-02-09T14:31Z 29.6K followers, [----] engagements
""Raise rates". Who you kidding ππ FEDS HAMMACK: INTEREST RATES COULD REMAIN ON HOLD FOR EXTENDED PERIOD WHILE ECONOMIC DATA IS ASSESSED; FLEXIBILITY WILL BE MAINTAINED TO RAISE RATES IF NEEDED. FEDS HAMMACK: INTEREST RATES COULD REMAIN ON HOLD FOR EXTENDED PERIOD WHILE ECONOMIC DATA IS ASSESSED; FLEXIBILITY WILL BE MAINTAINED TO RAISE RATES IF NEEDED"
X Link 2026-02-10T18:34Z 29.6K followers, [----] engagements
"Bitcoin: still the runt of the litter. Goes up least when other assets go up goes down most when other assets faulter even a little. Just a fact"
X Link 2026-02-11T15:13Z 29.6K followers, 15.4K engagements
"My Sunday video is uploaded with my thoughts on all asset prices and what is causing volatility. The BTC section at the bottom is free as I have nothing revolutionary to say after [--] weeks of getting it pretty much spot on I don't want to push my luck. But I think them is the odds. http://www.charityhedgefund.com/weekly-video http://www.charityhedgefund.com/weekly-video"
X Link 2026-02-15T17:12Z 29.6K followers, [----] engagements
"If the Fed wanted long bonds to trade at 4.00% again it could accomplish it in a minute. All they would have to do is hike 100bp"
X Link 2023-10-04T17:51Z 29.6K followers, 136.5K engagements
"If $STRF is not worth the buck $MSTR is a $0. Just a fact"
X Link 2025-11-19T17:29Z 29.6K followers, [----] engagements
"Trade idea for 2026: +$1m $IBIT +$1m $STRF (dividends reinvested) -$0.8m $MSTR. Gives you +19800 shares of IBIT @ [-----] +9150 shares STRF @ [-----] [-----] shares MSTR @ [---]. Will be fun to look at its performance end [----]. Aim is to lower the vol of return over time and reduce risk overall. If anyone knows how I can replicate this in TradingView I would be very grateful. Tried everything I know which is not much and I really could not be bothered to call help. https://twitter.com/i/web/status/1996268168629596496 https://twitter.com/i/web/status/1996268168629596496"
X Link 2025-12-03T17:19Z 29.6K followers, 12.9K engagements
"Let's break this down. I absolutely love Fred but sometimes he just talks bollocks and can't spell. But I still love him. Right Power Law: all it is is a mathematical formula that predicts with a very high level of probability (99.8%) using a 0.1% percentile bound that the price of BTC should be between $55k and $350k today and that it will be higher in the future. Great. If you increase that percentile it further increases those boundaries (exponentially) to the point that it says it can be anywhere between zero and a fuck of a lot. Oh and there is zero guarantee that it stays within any"
X Link 2026-02-03T09:30Z 29.6K followers, [----] engagements
"Fascinating discussion on the replacement of the FOMC with the 2yr note. People who follow me know that I have been advocating it for decades. The response from Claudia is telling: "Look the 2yr was wrong on such and such a date" Good morning Columbo. The 2yr is wrong almost every day that is why it moves. It's a self correcting mechanism which corrects in minutes as opposed to the FOMC which just persists in its mistakes for months and (even worse) doubles down. If the members of the FOMC finally shut up gave up on their stupid and worthless dot plots and forward guidance and let the 2yr"
X Link 2026-02-04T10:47Z 29.6K followers, 18.1K engagements
"@dampedspring As I said: get the FOMC to become Trappist monks first keep their dots and forward guidance to themselves and the 2s will react to data as opposed to their jawboning"
X Link 2026-02-04T12:28Z 29.6K followers, [----] engagements
"@dampedspring @saylor The more he pays the more it gets sold. It's in a doom loop"
X Link 2026-02-05T20:42Z 29.6K followers, [----] engagements
"@dotkrueger [--]. Low 5yr CAGR Vs its volatility [--]. Low 5yr CAGR Vs other assets and their volatility 1+2 = institutional abandonment for other assets"
X Link 2026-02-06T09:12Z 29.6K followers, [----] engagements
"@DzambhalaHODL Well it's doing its absolute best to prove that it isn't suitable as a beta asset allocation. Which does not mean it can't be traded for alpha. I am agnostic but I am agnostic about all assets"
X Link 2026-02-09T09:23Z 29.6K followers, [---] engagements
"@dotkrueger No need I just bought some gonna rally :)"
X Link 2026-02-11T16:24Z 29.6K followers, [----] engagements
"@donnelly_brent coming to the same conclusion as me: $BTC is just another punting tool. You buy it you sell it you say goodbye to it. "Bitcoin is a narrative sponge that has for now run out of narratives. If you buy bitcoin today what are you cheering for Bigger deficits Lower Fed Funds Strong growth Weak growth Higher stocks Higher gold Tokenization of assets More ETF flows U.S. Strategic Bitcoin Reserve Hard to say Each story bitcoin tries on seems to fit for a while then fall off. For investors this probably means you just wait until the next bull narrative and ride it. Then disembark when"
X Link 2026-02-12T12:46Z 29.6K followers, [----] engagements
"$STRC Does anyone remember BCCI that failed in [----] It had a branch on Earl's Court Rd and Cromwell Rd. I remember driving past there and seeing lines of mostly Pakistanis queuing to get in for months. One day I got curious and actually saw a parking place (anyone who knows the area knows what a rarity that is.) so I stopped and went to see why these people were queuing. Turns out BCCI was paying something ridiculous like 15% (I forget now) on deposits. These guys were queuing to put money in. Well a few months later they were all queuing to try to get the money out without success. STRC is"
X Link 2026-02-04T13:33Z 29.6K followers, [----] engagements
"Regardless of the price target one has to admit that some of the criticism in the post is valid. Namely it's not hedging anything. Just a fact at this moment. And very soon that could be why there is institutional abandonment. The "math is not mathing" at very low 5yr CAGR. If that comes to pass the moves down will be brutal. "Our BTC price target is 0.0" -- Chief Market Strategist Loser Investments Inc. "Our BTC price target is 0.0" -- Chief Market Strategist Loser Investments Inc"
X Link 2026-02-05T09:53Z 29.6K followers, 11.5K engagements
"πππ π― It's becoming boring and just shows how pathetic and irrational most people are. Full disclosure: I was in the same room as Ghislaine back in the '80s during a dinner party for [--]. She even bummed a cigarette off me after the meal. Makes me pure evil obviously. π€¦β The Epstein thing is rapidly becoming #MeToo [---]. Some people have been exposed for participating in absolute evil. One or two examples will be made but most of them seem on course to get away with it. And at the same time a large number of people who haven't done anything The Epstein thing is rapidly becoming #MeToo 2.0."
X Link 2026-02-05T10:58Z 29.6K followers, [----] engagements
"$BTC I warned on Sunday. But I know TA is bullshit and so is macro reasoning.anyway.booking some.but this is NOT over"
X Link 2026-02-05T15:22Z 29.6K followers, 16.9K engagements
"$AMZN earnings better be stellar or $BTC is down another 10%. π"
X Link 2026-02-05T20:49Z 29.6K followers, [----] engagements
"What's the betting that @saylor makes more in revenue sharing "creator payouts" on X than $MSTR will ever make Strategy announces Q4 [----] results: - [------] $BTC held - 22.8% BTC Yield in [----] - Largest US equity issuer raised $25.3 billion in [----] - $STRC scaled to $3.4 billion; 11.25% current dividend rate https://t.co/d6oGz8jHI8 Strategy announces Q4 [----] results: - [------] $BTC held - 22.8% BTC Yield in [----] - Largest US equity issuer raised $25.3 billion in [----] - $STRC scaled to $3.4 billion; 11.25% current dividend rate https://t.co/d6oGz8jHI8"
X Link 2026-02-05T21:20Z 29.6K followers, [----] engagements
"No cap on $STRC IR Phong just said. Yeah OK. Let's see how high we can make you pay to maintain par. At some stage the more you pay the more it will go down. Not close yet.but it's a distinct possibility. The trade will be to sell STRC and buy F once we peak on the IR. Market is gonna teach us all the difference between secured and unsecured. https://twitter.com/i/web/status/2019557054659059777 https://twitter.com/i/web/status/2019557054659059777"
X Link 2026-02-05T23:41Z 29.6K followers, [----] engagements
"What seems like a lifetime ago but was only last Friday I bought Nikkei at 54k and sold ES at [----]. Just unwound good enough. It's not "equities" even the Dow is UP on the week; it's all US tech"
X Link 2026-02-06T12:15Z 29.6K followers, [----] engagements
"Last week I went to the Palm Beach Art Festival. Or rather: my wife made me go. Bought this for my office. Just spoke to me. And this week All my fault sorry. π’"
X Link 2026-02-06T15:22Z 29.6K followers, [----] engagements
"How do you value a share that has no earnings is sitting on billions in losses on its only asset (which also happens to have no yield) is paying 11.25% to buy more of it daily dilutes its shareholders has no independent Board for all intents and purposes and is totally controlled by [--] man who also happens to be a convicted fraudster. Oh I know.it should trade at a premium to mNAV. πππ"
X Link 2026-02-05T16:21Z 29.6K followers, 24.9K engagements
"Nearly time to hear all about "digital capital" and how it's about to save the world. I am so excited Can't wait"
X Link 2026-02-05T20:55Z 29.6K followers, [----] engagements
"πππ but π― Those liberal arts degrees showing their worth Those liberal arts degrees showing their worth"
X Link 2026-02-06T15:13Z 29.6K followers, [----] engagements
"But not as important as winning elections by promising giveaways and hence fiscal irresponsibility. TAKAICHI SAYS SEE FISCAL SUSTAINABILITY AS IMPORTANT TAKAICHI SAYS SEE FISCAL SUSTAINABILITY AS IMPORTANT"
X Link 2026-02-08T13:09Z 29.6K followers, [----] engagements
"Having got lucky and made 18% on Bitcoin last week I am going to push my luck this week. Most will prefer what I think now but by no means all. It is what it is. It's at the bottom of the page. The main video is still transcoding [--] hours on. http://www.charityhedgefund.com/weekly-video http://www.charityhedgefund.com/weekly-video"
X Link 2026-02-08T16:13Z 29.6K followers, [----] engagements
"Tough for a foreigner to understand how this can be such an issue in the US. FFS you weirdos you can't even have a beer in the USA without proving your age with a valid document. And don't get me started on entering a federal building. Is voting less important than ordering a single beer Plain weird. How can this be party political NEW: Democrat Sen. John Fetterman calls for Voter ID pummeling his own party. https://t.co/iqrDPCkMO6 NEW: Democrat Sen. John Fetterman calls for Voter ID pummeling his own party. https://t.co/iqrDPCkMO6"
X Link 2026-02-09T15:17Z 29.6K followers, 11.8K engagements
"@dotkrueger I told ya. Dump them @ 74k. And wait"
X Link 2026-02-13T15:40Z 29.6K followers, [----] engagements
"Oh look. The Dow isn't 50k anymore"
X Link 2026-02-12T16:59Z 29.6K followers, [----] engagements
"You are an $MSTR common shareholder. Your Chairman expressly says that he will dilute the fuck out of you. To replace current converts AND to buy BTC. What should you do Asking for a retarded friend. Our plan is to equitize our convertible debt over the next [--] years. Our plan is to equitize our convertible debt over the next [--] years"
X Link 2026-02-15T19:21Z 29.6K followers, 45.2K engagements
"I have been 100% in USD since [----]. Not any more. You can keep your IR differential. I want to become very boring and Swiss. And survive"
X Link 2025-04-21T09:23Z 29.6K followers, 51.8K engagements
"Tough to believe the MAGA voter base will restrain Trumpie. The whole MAGA movement all x million of them never amounted to a pot to piss in. They would not recognize SPY DXY or rates if they got ran over by them in a truck. Precisely why this can get a lot worse"
X Link 2025-04-21T15:29Z 29.6K followers, 23.2K engagements
"What he said π The damage is done. Apart from tech which will live in its own world completely independently the world has realised that the US is as much or nearly as much of a shithole as they are. The budget deficit won't be magically cut US workers won't be making Nikes. People will hold fewer US$ and fewer USTs. Why be at the whim of someone who changes policy with his underpants when you can buy a AAA corporate which let's face it is a much better credit I would compare the US to a tire with a very small air leak. It could drive fine for months and then. My base case - no recession/"
X Link 2025-04-23T07:40Z 29.6K followers, 39.8K engagements
"The problem with Bessent is that he is going to have to learn to brazenly and subserviently lie if he wants to keep his job. He seems to be a decent fellow and therefore will find it hard. I expect fewer and fewer public appearances from him"
X Link 2025-04-29T13:24Z 29.6K followers, 18.1K engagements
"@Citrini7 I have an Economics Degree from Cambridge. If it was printed on softer paper I might be able to wipe my ass with it. 100% it would not give me the correct answer to your question. Flip your favourite coin instead: statistically much more likely to get it right"
X Link 2025-05-11T15:59Z 29.6K followers, 20.6K engagements
"Translation: I need the markets open so I can sell some stuff. *BESSENT: WE WILL BE GIVING DETAILS MONDAY *BESSENT: WE WILL BE GIVING DETAILS MONDAY"
X Link 2025-05-11T16:03Z 29.6K followers, 61.2K engagements
"This episode between Elon and Trump strengthens Powell but especially Bessent. He is now untouchable: Trump simply cannot afford to lose him or he loses every market and his Presidency collapses in a sea of red. And give it another year max and Trump is an irrelevant lame duck anyway. I like where this is going"
X Link 2025-06-05T20:06Z 29.6K followers, 22K engagements
"I have heard lots of people say this: [--]. Rest Of the World equities are about to take off relative to the USA. [--]. AI and tech will explode over the next 1-5 years. Those [--] statements are just incompatible and anyone using them is just irrational. There are very few tech companies outside of the USA and tech is a huge weight in US indices"
X Link 2025-06-13T16:56Z 29.6K followers, 186K engagements
"As far as suicide notes go this one is pretty short and concise. Congrats to Iran. β IRAN SAYS CONFLICT WILL SPREAD TO U.S. BASES IN COMING DAYS FARS β IRAN SAYS CONFLICT WILL SPREAD TO U.S. BASES IN COMING DAYS FARS"
X Link 2025-06-14T11:09Z 29.6K followers, 70.8K engagements
"@GadSaad Did you ask her by what logic she can utter the words "illegal" and "vetted" in the same sentence"
X Link 2025-07-10T16:19Z 29.6K followers, [----] engagements
"It's almost like the political "profession" does not know that PPI excludes imports hence it cannot reflect tariffs. It's almost like the economics profession doesn't fully understand tariffs It's almost like the economics profession doesn't fully understand tariffs"
X Link 2025-07-16T13:34Z 29.6K followers, 55.8K engagements
"A play in one Act: Stage: the Oval Office Washington. Bessent: "Look Mr. President if you fire Jerome you will get long bonds puking stocks being re-rated lower at first gold soaring and the USD taking a massive dump. Don't do it.to save a few months it just isn't worth it." El Senor Presidente Trumpo: "I don't think so I think it will be fine. I know best and everything. But let's test it. Hey @realannapaulina send out a tweet that I am about to fire Powell" Senor Trumpo: (Aside to Bessent) "She's expendable can always say she lied. Wink wink." [--] minutes later: Bessent: " See I told"
X Link 2025-07-16T16:30Z 29.6K followers, 36.4K engagements
""If only mortgage rates were [--] points lower I could afford to buy a house." Darling if mortgage rates come down [--] points odds are it's because you have no job anymore"
X Link 2025-08-03T12:15Z 29.6K followers, 40.5K engagements
"But every portfolio should have some duration as a hedge. VWOB is the thinking man's duration. Knocking [--] kinds of shit out of TLT with exactly the same duration. https://www.tradingview.com/x/aj3KbmrI/ https://www.tradingview.com/x/aj3KbmrI/"
X Link 2025-08-04T14:32Z 29.6K followers, 15.8K engagements
"The Fed's "original sin" occurred in September [----]. The 2yr note clearly said the Fed should raise rates. IMMEDIATELY. [-----] PHDs at the Fed disagreed and thought inflation was "temporary". This sin persisted until Jan 2023: they hiked too late and then far too little. They had one job: keep Fed Funds at least on top of the 2yr note during a hiking cycle. They only caught up in April [----]. They were at least [--] months too late for at least [--] years. Had the Fed not had a single employee and followed simple rules Fed Funds would have peaked far earlier probably 50bps lower and would now be"
X Link 2025-08-08T12:28Z 29.6K followers, 47.5K engagements
"The bear case for $MSTR (yes from here). [--]. BTC vol is collapsing. [--]. MSTR vol is way above BTC vol still. [--]. As MSTR vol collapses into BTC vol MSTR can't issue anything but common. [--]. Saylor flat out lied when he said he would not issue again below 2.5x mNAV. Trust is lost. [--]. When that happens he will find it almost impossible to issue. Capital will stay well away from him. [--]. Only way he will be able to pay interest on all his instruments is via common issuance and dilution or default. [--]. Entirely possible that common trades 1x mNAV. MSTR will be nothing but a cash bleeding closed end"
X Link 2025-08-19T16:13Z 29.6K followers, 95.8K engagements
"FinTwit FURUs in unison last [--] hours: "The Fed has abandoned its 2% inflation target Inflation will rip" 30yr real yields: "Hold my beer." It's simple: bond yields run the Universe. Unless they confirm it did not happen"
X Link 2025-08-23T08:34Z 29.6K followers, 27.4K engagements
"Proof positive that you can be a bond broker for [--] years and still understand absolutely nothing about how the bond market works. LUTNICK: WE ALL AGREE INTEREST RATES SHOULD BE LOWER LUTNICK: WE ALL AGREE INTEREST RATES SHOULD BE LOWER"
X Link 2025-08-26T12:24Z 29.6K followers, 48K engagements
"I would love for someone to explain to me exactly HOW the US can do YCC control Maybe I am being stupid but if you tell me that I have to buy 30yr bonds at x% I simply won't buy them. I will take my money and go elsewhere. So yes to USD deval. But what happens to the budget deficit of 6% of GDP Who finances that This is not WW2 or early '50s when you could not take your money out of the USA. Would love to hear exactly how USA can ever introduce YCC control without completely abrogating capitalism and the current monetary system. Folks out there acting like the Fed was ever independent. Silly"
X Link 2025-08-27T12:01Z 29.5K followers, 60.8K engagements
"Bessent is growing on me"
X Link 2025-09-08T11:37Z 29.6K followers, 52.9K engagements
"I am sorry for those who got wiped out yesterday in crypto. Reading some horror stories. Find it incredible that apparently it was common to be that reckless with leverage. A very unhealthy mania has developed over the past few years: that above average returns can be generated forever via insane leverage that trees grow to the sky and that you can get rich quick by buying every dip however miniscule. These are all falsehoods. If your full time job is not trading and you don't have the decades of experience which force you to respect self imposed stops and leverage rules all gained through"
X Link 2025-10-11T09:28Z 29.6K followers, 55K engagements
"Lots of talk about the #Nasdaq [--] hour trading day that's coming up. My take: won't make a blind bit of difference apart from during really violent macro events: we already have 23hr/day NQ_F futures and they are perfectly liquid enough at any time of night"
X Link 2025-12-16T18:35Z 29.6K followers, [----] engagements
"Why leveraging bonds is a trading game not a long term investment strategy: can't think of a better example than $TUA Vs $SHY. Both hold short end bonds but TUA leverages and rolls the futures while SHY just holds cash USTs. Since TUA inception in Nov [----] (with dividends): TUA return: 0.00% SHY return: 15% https://www.tradingview.com/x/OltsvBNB/ https://www.tradingview.com/x/O6BEsaY1/ https://www.tradingview.com/x/OltsvBNB/ https://www.tradingview.com/x/O6BEsaY1/"
X Link 2025-12-23T17:29Z 29.5K followers, [----] engagements
"Apparently "Credit Suisse" failed over the weekend. If you are going to make shit up you should at least google it to see if it still exists. How can people be this dumb"
X Link 2025-12-29T13:10Z 29.6K followers, 30.4K engagements
"Oh.it's no longer Credit Suisse it's now JPM. But the shares are at $328 unchanged. OK. Morons"
X Link 2025-12-29T13:14Z 29.6K followers, [----] engagements
"If SCOTUS tariff decision is negative on Friday.I would announce Warsh [--] minutes later. And whipsaw everyone π"
X Link 2026-01-06T16:10Z 29.5K followers, [----] engagements
"I am having real trouble understanding what this means. I just can't wrap my head around how earning a real positive yield can be worse than not earning one"
X Link 2026-01-21T09:29Z 29.6K followers, 15.7K engagements
"All I can think of is that the market is shouting: default risk. But why"
X Link 2026-01-21T09:30Z 29.6K followers, [----] engagements
"@eurofounder We must ensure that the platform only works when wind gusts are above [--] km/h as to ensure that the platform is compliant with sustainable energy directives. I would find cloud cover of 30% over whole EU acceptable too. But no less"
X Link 2026-01-23T14:19Z 29.5K followers, [----] engagements
"@T3_RM BTFD π"
X Link 2026-01-25T15:19Z 29.5K followers, [---] engagements
"Everyone's mouth is full of 'Dollar debasement" while what we are actually getting is Bitcoin debasement. Against absolutely everything including dogshit. I am not hugely happy about it but it's a FACT no"
X Link 2026-01-26T11:24Z 29.4K followers, 15.6K engagements
"Let's not kid ourselves: SPX is only 2% higher than when Trump was inaugurated. The rest is all dollar depreciation Vs other currencies. Not really a great job by our Donnie"
X Link 2026-01-26T16:04Z 29.6K followers, 56.4K engagements
"On the other hand.our Donnie has done a tremendous job for the rest of the World: +40% America First π€¦β"
X Link 2026-01-26T16:11Z 29.5K followers, [----] engagements
"He's got a point. The point being that he has not got a clue and loves to pretend to be clever than he is by using word salad π You can be as partisan as you like numbers don't lie. Sorry if they don't suit your world view. You will just have to grin bear it and talk crap. @nickgiva1 Not silo analysis. Now incorporate it with capital flows MOVE Index [--] week lows GDPNow Truflation and charting all major currencies relative to Gold once the Western bank cartel technical paper supression fell apart post GFC to post Covid. Good luck. @nickgiva1 Not silo analysis. Now incorporate it with capital"
X Link 2026-01-26T16:36Z 29.4K followers, [----] engagements
"@samcallah It would be slightly more believable if you did not show a clip from when FFs were [--] 3/8. If as he says FFs can be [---] lower that would imply he will not cut further than the market already prices in which would actually be mildly bearish"
X Link 2026-01-26T20:16Z 29.5K followers, [----] engagements
"I remember looking at this chart in [----] and thinking how cheap equities were. Here I've drawn you the line where you swap all your rocks for human brains. Because you know this chart is going to as close to zero as makes no difference. Probably not in my lifetime but over 30-40 years it's as guaranteed as the sun rising in the East. https://twitter.com/i/web/status/2016097645958230163 https://twitter.com/i/web/status/2016097645958230163"
X Link 2026-01-27T10:35Z 29.6K followers, 31K engagements
"I much prefer the gold bugs to the Bitcoin zealots. At least the gold bugs don't think gold is the only thing you should ever hold in your portfolio. My theory is that the Bitcoin zealots are zealots precisely because they are so poor. They NEED to hold an asset they hope will 100x or they know they will never have a pot to piss in. They are just not smart enough to do anything but buy what they hope is a lottery ticket. Precisely why it won't 100x. Comments to this post should be hilarious"
X Link 2026-01-27T10:47Z 29.5K followers, 11.1K engagements
"Another theory of mine is that gold bugs and BTC zealots would have been founding members of the Nazi or Communist parties in their day. Just that kind of extreme Manichean type of personality. Zero moderation or balance which would be reflected in their political allegiances"
X Link 2026-01-27T11:59Z 29.4K followers, [----] engagements
"I noticed the same thing in Gold yesterday. All puts were up on the day. Tends to mean positioning is offsides. But remember: theta kills volatility always. Pick the strike you want to be long/short at at which you can't be shaken out and sit still high vol gives you that opportunity. If you are highly leveraged different thing of course. @Ksidiii Today I am long $SLV puts and they are up as silver moons +12%. Vol trading is a strange strange world. @Ksidiii Today I am long $SLV puts and they are up as silver moons +12%. Vol trading is a strange strange world"
X Link 2026-01-27T14:08Z 29.5K followers, [----] engagements
"Someone does not like the USD and is positioning accordingly. Of course the extremists are going to say that these are Anti-American bastards. Guess what The market does not care about your politics"
X Link 2026-01-27T14:40Z 29.4K followers, [----] engagements
"Look at chart. Who was the best Fed Chair by a country mile Volcker. And he had just about the most dissents. Because consensus is normally shite and not too many have the balls necessary to actually address an uncertain situation. We don't need another consensus builder we need a leader who calls the market. BofA: The next Fed Chair is unlikely to improve on Powells consensus-building record Count of Dissents at Fed Meetings with averages for each Fed Chair https://t.co/t5XBRx71P4 BofA: The next Fed Chair is unlikely to improve on Powells consensus-building record Count of Dissents at Fed"
X Link 2026-01-27T20:41Z 29.5K followers, [----] engagements
"Show me your latest M2 chart and how that correlates with bullshit on X. I bet it's a perfect fit. π The bull market in Bullshit on X is putting even Gold and Silver to shame. Folks dont even care about being called out anymore. Creator payouts have completely destroyed X as a legitimate source of information. The bull market in Bullshit on X is putting even Gold and Silver to shame. Folks dont even care about being called out anymore. Creator payouts have completely destroyed X as a legitimate source of information"
X Link 2026-01-28T14:15Z 29.5K followers, [----] engagements
"@omshanti08 I never have a clue what Wolf is saying. Puzzles are just not my thing I guess. Just being honest. But glad you are all having fun. I suspect he is having the most fun of allπ"
X Link 2026-01-28T17:16Z 29.5K followers, [----] engagements
"With what IRAN ADVISER WARNS ANY U.S. MILITARY ACTION WILL PROMPT IRAN TO TARGET U.S. ISRAEL AND THEIR SUPPORTERS IRAN ADVISER WARNS ANY U.S. MILITARY ACTION WILL PROMPT IRAN TO TARGET U.S. ISRAEL AND THEIR SUPPORTERS"
X Link 2026-01-28T17:44Z 29.5K followers, [----] engagements
"So IBIT covered call ETF is coming which will sell $100s of millions of upside calls dampening volatility. On the other hand Saylor is paying you 11% through $STRC because he thinks $BTC will rise 30%/per year. These [--] things are pretty incompatible and one will be spectacularly wrong. Welcome back to The Hurdle Rate. Episode 45: Preferred Equity Demand The crew is back to discuss preferred equity and potential systemic risk to Bitcoin the Strive + Semler M&A transaction being the first in Bitcoin treasuries the IBIT Bitcoin covered call ETF gold and https://t.co/OxCio6ECZQ Welcome back to"
X Link 2026-01-28T18:13Z 29.6K followers, 47.4K engagements
"New drinking game: shot for every time Powell says "data dependent""
X Link 2026-01-28T19:13Z 29.5K followers, [----] engagements
"Say you are data dependent FFS I am thirsty"
X Link 2026-01-28T19:50Z 29.5K followers, [----] engagements
"These journos are so pathetic. "Chairman Powell as you know my paper is rabidly anti-Trump. Could you please give me a quote that I can use to show that you and the Administration detest each other. Thank you." π€¦βπ€¦βπ€¦β"
X Link 2026-01-28T20:06Z 29.5K followers, [----] engagements
"You know what's funny It's that someone is bidding $3.50 for a $4200 put (yes not a typo) in gold which has [--] days to expiry. Shows you the level of vol. (Not financial advice)"
X Link 2026-01-29T12:01Z 29.5K followers, [----] engagements
"Tough day for the religious fanatics of all shades"
X Link 2026-01-29T15:34Z 29.6K followers, [----] engagements
"Jan 2021: [--] BTC = [--] ounces of gold. Jan 2026: [--] BTC = [--] ounces of gold And no fucker ever paid 11% to buy gold. Should tell you something if you are an MSTR shareholder"
X Link 2026-01-29T16:22Z 29.5K followers, [----] engagements
"But I know it won't"
X Link 2026-01-29T16:23Z 29.5K followers, [----] engagements
"Lamborghini repo time in Miami. $BTC"
X Link 2026-01-29T20:03Z 29.6K followers, [----] engagements
"Stanley Druckenmiller now runs Treasury and Fed (in the background). I ain't betting against him. You do you"
X Link 2026-01-30T12:48Z 29.6K followers, 141.2K engagements
"From [---] to +208. Thank you Kalshi. Short Waller long 2x Warsh short Hassett. The thinking man's butterfly. Short Waller long 2x Warsh short Hassett. The thinking man's butterfly"
X Link 2026-01-30T12:59Z 29.6K followers, [----] engagements
"@T3_RM No. Fed put is lowered by a few % points less interventionism less micromanagement. Slightly less fear of breakdowns at longer end real rates stable"
X Link 2026-01-30T14:01Z 29.5K followers, [----] engagements
"I might not know much but I know this: if you put on a position today speculating on what Warsh might or might not do in [--] months' time you will be stopped out guaranteed. Chill. Trade for today. Maybe I should have stopped writing at the first comma.π"
X Link 2026-01-30T15:56Z 29.5K followers, 10.9K engagements
"@xiehuier28789 It's possible but I doubt it will amount to some people's expectations. I think we are in a different market to the one most crypto people are used to. Far less volatile"
X Link 2026-01-30T19:05Z 29.5K followers, [---] engagements
"@dotkrueger Stockli are outstanding. I always loved Fisher but they haven't held up Stockli"
X Link 2026-01-31T19:36Z 29.5K followers, [----] engagements
"Current [--] year CAGR of BTC is 19%. In [--] months if at 78k it falls to 6.1%. A lot of people will look at that.and they won't think it's worth the candle"
X Link 2026-01-31T22:31Z 29.6K followers, 17.3K engagements
"@dotkrueger Invariably. But they will make longs suffer first. Coming to the conclusion that BTC will only rally when everyone has forgotten all about it like in 2018-19"
X Link 2026-02-01T10:08Z 29.5K followers, [---] engagements
"My weekly video is posted: Big things afoot in macro.but when will Warsh be able to implement his program Do we even know what it is for sure Don't make a false start. http://www.charityhedgefund.com/weekly-video http://www.charityhedgefund.com/weekly-video"
X Link 2026-02-01T15:17Z 29.5K followers, [----] engagements
"I did not do a separate video for Bitcoin for a while because it was in a narrow range and I had no reason to update levels or macro thinking. Now I do. You might not like the conclusions but the macro logic is now there.don't shoot the messenger: it is what it is. http://www.charityhedgefund.com/weekly-video http://www.charityhedgefund.com/weekly-video"
X Link 2026-02-01T15:20Z 29.6K followers, [----] engagements
"@Jimmyjude13 My old car loves it. Did a run to Palm Beach and back yesterday put it cruise control at 95mph. Engine loved it. Stayed cool and purred all the way. Did a quick sprint to [---] governed max.perfect"
X Link 2026-02-02T14:31Z 29.5K followers, [----] engagements
"@UpwardFrood No they weren't THAT stupid"
X Link 2026-02-04T16:55Z 29.6K followers, [---] engagements
"@JoeCarlasare Who doesn't get stuff wrong all the time Just get 51% right and you are golden my friend. I actually like BTC here for a decent bounce. Kiss of death π"
X Link 2026-02-06T14:53Z 29.6K followers, [---] engagements
"Eat you heart out shorts πππ"
X Link 2025-12-26T23:05Z 29.6K followers, [----] engagements
"I am kicking myself. I was waiting for $JPM to hit that blue MA to buy a shitload (technical term). Missed by $3. Been sitting around with my d*ck in my hand ever since (technical trader term again). What do I do now"
X Link 2024-05-08T18:34Z 29.6K followers, 20.9K engagements
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