[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@pahueg Avatar @pahueg Pahueg (Less Noise More Signal)

Pahueg (Less Noise More Signal) posts on X about bitcoin, vix, stocks, longterm the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence finance cryptocurrencies exchanges currencies

Social topic influence bitcoin #3455, vix, stocks, longterm #339, masterclass #529, reserves, trade war, polymarket, alltime, nasdaq

Top assets mentioned Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"Very timely and important episode with @BenKizemchuk We talk about: -Why Ben sees some short-term stress for markets -How the VIX is telling him what to expect -Why the breakout of garbage stock is not necessarily bullish -Whether a USD shortage could be on the horizon -Why bank reserves are scarce right now -Why to look to the financial plumbing for answers In the second part of the episode we get futuristic & talk about how the financial system/plumbing will change to accommodate This is a must-listen"
X Link @pahueg 2025-10-09T16:13Z 5447 followers, 19.2K engagements

"@FedGuy12 Yes bank reserves are scarce. Ergo QT wind down. Predicated here a few days ago:"
X Link @pahueg 2025-10-14T17:20Z 5456 followers, 1465 engagements

"Why could bond market volatility tick higher One reason could be trade war escalation. But how likely is an escalation According to Polymarket odds across different bets such an escalation does not seem likely right now"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"Last but not least the Russel 2000 Index reached a new all-time high just now. Against Nasdaq small cap stocks have broken out of a 3-year downtrend and seem to be actually sustaining the breakout"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"Bank reserves are getting scarcer which leaves banks scrambling for them. Why now Well the currently ongoing government shutdown does not help. In fact the gov't shutdown is creating additional disinflationary forces under the hood as now spending is reaching the economy. Given that fiscal is quite a heavy support by now this is liquidity negative And it looks like this could go on until mid-November (see Polymarket odds) which would only exacerbate the situation"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"@veetor4x yeah I just think Bitcoin is driving by other things and there is no outright correlation. So we cannot say because gold has run btc will run Just does not make sense to me. But don't worry BTC will find idosyncratic reasons to run again :)"
X Link @pahueg 2025-10-16T08:13Z 5450 followers, XX engagements

"Thought so thanks for clarifying. The thing is I am not sure there is really any serious correlation between gold and btc. Ppl wish for bitcoin to be digital gold. But the trading data don't confirm this (yet). Long-term correlation between the two is weak. Current short-term correlation is weak. Wrote this article for more insights:"
X Link @pahueg 2025-10-16T08:04Z 5450 followers, XX engagements

"@dampedspring Read about why this is a correct take:"
X Link @pahueg 2025-10-16T10:43Z 5457 followers, XXX engagements

"But what if things are indeed turning sour as we speak The financial plumbing stress is ticking higher and is showing up in funding rates. SOFR is above IORB which is telling you about liquidity issue"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"And yes this is a chart that's related to the AI bubble talk High-techs share of capital spending in nominal gdp seems to be in for another move higher which should support spending and liquidity"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"@AndreasSteno Yes bank reserves are scarce. Ergo QT wind down. Predicated here a few days ago:"
X Link @pahueg 2025-10-14T17:20Z 5456 followers, XXX engagements

"@LukeGromen Yes bank reserves are scarce. Ergo QT wind down. Predicated here a few days ago:"
X Link @pahueg 2025-10-14T17:20Z 5456 followers, 1016 engagements

"Next LNMS episode Listen @BenKizemchuk on why downside volatility in markets was to be expected This is a masterclass on how to think about markets Thanks to our sponsor: @BlockwareTeam & @BitBoxSwiss 00:00 Introduction and Context 01:50 Why bearish in the short-term 06:08 Understanding Volatility and the VIX 13:32 Garbage Stocks and Shorts 19:19 IWM Breakout or Deleveraging 25:07 Financial System Plumbing and Tax Drain 26:07 Treasury Bill Issuance and TGA Dynamics 28:47 Reserves and Banking System Stress 31:08 NFDI Lending and Market Implications 33:52 Standing Repo Facility and Bank"
X Link @pahueg 2025-10-10T20:50Z 5457 followers, 11.1K engagements

"@gammichan Sir are you looking at the facts Ppl wish for bitcoin to be digital gold. But the trading data don't confirm this (yet). Long-term correlation between the two is weak. Current short-term correlation is weak. Wrote this article for more insights:"
X Link @pahueg 2025-10-16T08:07Z 5456 followers, XXX engagements

"As a matter of fact credit spreads have started to move higher which is never a good sign What if they are marching even higher"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"Yield curves have uninverted and are ticking higher. 10-year to 3-months & 10-year to 2-year have keep on steepening which may actually lead to better numbers in banks' earnings reports going forward which may help the over all market (we address the current bank reserve stress further down in the bearish section)"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"Last but not least heres a chart for all the Bitcoiners: there has never been "another wave" after a prolonged period in which the total BTC supply held in loss by long-term holders was at zero. Cudos to @JustDeauIt for pointing out this one"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XXX engagements

"@btcjvs But help me understand how there is really a meaningful correlation between BTC and gold beyond narrative"
X Link @pahueg 2025-10-16T08:05Z 5456 followers, 2004 engagements

"Heres why bitcoin can be priced but hardly valued. Adjust accordingly:"
X Link @pahueg 2025-10-15T15:42Z 5451 followers, XXX engagements

"@NorthmanTrader Yes bank reserves are scarce. Ergo QT wind down. Predicated here a few days ago:"
X Link @pahueg 2025-10-14T17:27Z 5455 followers, 2883 engagements

"Bond market volatility remains at historically low levels The historical median is at XXXX while we are currently still way below at 79.9"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"Here's my talk with @infraa_ Prepare for a bunch of interesting charts with this one: -Understanding TIPS auctions and how it helps get a read on inflation -The silent depression thesis -Why the average person feels so left behind -How government spending financial assets and corporate profits are outperforming GDP -The importance of adjusting the denominator Thanks to our sponsor: @BlockwareTeam & @BitBoxSwiss"
X Link @pahueg 2025-10-16T20:08Z 5457 followers, XXX engagements

"First of X rate cuts until end of year remain priced with more than XX% probability (see turquoise box)"
X Link @pahueg 2025-10-16T20:42Z 5457 followers, XX engagements

"This was a true masterclass for me with @JohanMBergman contributor to the @TheBitcoinLayer We talk about: -Bitcoins evolvinh yield curve -What Strategys preferreds are and how the function -How a proper credit rating on them opens up this market to trillions -How you can use these preferreds in combination with your house -How to think about BTCTC -Why BTCTCs will need to put their BTC to work -Why you need a strategic fiat reserve when on a Bitcoin Standard -And much more Truly mind-blowing convo Check it out now 👇🔥"
X Link @pahueg 2025-10-02T18:13Z 5457 followers, 1995 engagements

"Structurally S&P XXX operating earnings per share continue to move higher with analysts projecting earnings to rise further into XX (see below)"
X Link @pahueg 2025-10-16T20:42Z 5456 followers, XX engagements