[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.]

@Tyler_Neville_ "The fact that corporate credit spreads show zero signs of distress yet parts of the real estate market are in a depression typifies the fact that Central Banking is in its latter innings. No matter what policy they end up choosing they end up creating even more imbalances in the economy. We all know what they will end up doing at the end of the day"
@Tyler_Neville_ on X 2025-07-28 17:06:49 UTC 11.3K followers, 16.1K engagements

"This is a really good reminder that when they start calling it a bubble its generally still early. I wouldnt even say we are at the Euphoria stage judging from sentiment surveys either. Credit spreads will tell you when there is a recession coming down the pipe"
@Tyler_Neville_ on X 2025-07-27 14:09:53 UTC 11.3K followers, 5771 engagements

"Have you ever traded size of a $X trillion asset with HFT this pervasive How many real buyers and sellers can take down $X bln of size that fast Its a lot more sensitive than you would think. You can move NVDA stock a couple % with 100k shares and thats a $X trln asset with bigger institutional holders"
@Tyler_Neville_ on X 2025-07-27 14:13:32 UTC 11.3K followers, XXX engagements

"The Boomer Bond Bubble is Bursting and the global confidence game is unraveling. They HAVE TO instill confidence in bonds even if its mandated to own them otherwise the system blows up"
@Tyler_Neville_ on X 2025-07-15 13:24:04 UTC 11.3K followers, 2092 engagements

"Controlled demolition of the TradFi banking system. What happens when you hold all your dollars in stablecoins and not at Bank of America or Chase or Citigroup When those deposits bleed into stablecoins what assets will banks lend to TradFi Balance sheet shrinkage"
@Tyler_Neville_ on X 2025-07-28 17:25:53 UTC 11.3K followers, 3370 engagements

"This is how the fiscal super cycle starts. It starts with innovative defense not the primes. Defense & space innovation create new frontier markets that become self reinforcing for global growth. New markets emerge and the world gets less dangerous as every country invests in itself (hits the gym) and feels less vulnerable. Who is the modern day Vannevar Bush@PalmerLuckey Its a new paradigm @JTLonsdale"
@Tyler_Neville_ on X 2025-06-20 20:34:36 UTC 11.3K followers, 3643 engagements

"There is a major crisis coming down the pipe. What do you think the Fed response is going to be when $X Trillion of CRE loans come due along with having to roll $X trillion of US treasury debt @muddywatersre This is why I say Im so bearish Im bullish. The boomers recycled XX years of pension/endowment/insurance money into handful of short volatility bond like proxies and the centralized the asset management industry which I like to refer to as systematic communism. In their defense there were very few markets you could continuously reinvest rising taxes/rising tuition/rising insurance"
@Tyler_Neville_ on X 2025-07-22 10:24:54 UTC 11.3K followers, 10.8K engagements

"This is why I keep saying short volatility assets that were bought to generate yield have way more risk than you think. Long volatility stores of value (like BTC) become more in demand after a generation of recycling insurance premiums/taxes for public pensions into Comm RE has proven to be a lot riskier than they thought. My only question is who is holding the losses on Comm RE assets Is it regional banks Pensions Endowments Or did they hold these buildings for so long its all equity Very curious why there hasnt been more fallout from these drastic price cuts. Any ideas"
@Tyler_Neville_ on X 2025-07-20 19:40:53 UTC 11.3K followers, 6063 engagements

"We likely need price confirmation tomorrow to solidify a breakout but it's possible the Fed Minutes just tapped us into a whole new credit cycle to the upside. Reminder there is $X trillion of cash on the sidelines in money market funds. If they cut rates you do the math. Per @NickTimiraos - "Officials are divided into three groups 1) Cut this year but not July (the largest group) 2) No cuts this year 3) Cut as soon as the next meeting (which the minutes suggest is only a "couple" ie Waller and Bowman) Markets are starting to discount a Fed easing. Let's check out some price action"
@Tyler_Neville_ on X 2025-07-09 21:40:21 UTC 11.3K followers, 46.4K engagements

"There they are- Regional banks cant hide it anymore and are finally recognizing their RE losses. There are zombies in the system @NickTimiraos please ask Powell how he plans to reconcile these imbalances"
@Tyler_Neville_ on X 2025-07-30 00:03:59 UTC 11.3K followers, 3462 engagements

"I could make the argument that Warren Buffetts short volatility value-investing ushered in an era of lower growth as it brainwashed several generations into financial arbitrage & efficiency rather than pursuing new breakthroughs that would benefit humanity. An interesting difference between thousands of years of Prime Movers was the Robber Barons like Rockefeller and Carnegie would be constantly reinvesting in very risky frontiers rather than value investing and donating their wealth to charity. Satoshi will go down as a way more important figure than Buffett and its possible that Buffetts"
@Tyler_Neville_ on X 2025-07-28 08:17:14 UTC 11.3K followers, 5879 engagements

"If you dont think we are in a productivity boom consider this from @DisruptionHedge . The age of robotics is here Case in point: starting in the 1960s the largest US automaker General Motors steadily transformed its production lines. Today they incorporate over 30000 robots which handle XX% of the spot welding for car frames and exteriors. Beyond heavy machinery Samsung Electronics is taking automation to a new level at its display plant in Asan South Korea where starting in 2026 more than 10000 robots will produce over XX million OLED panels annually for flat-screen televisions. The Asan"
@Tyler_Neville_ on X 2025-07-22 21:39:41 UTC 11.3K followers, 2363 engagements

"Another interesting sign of cognitive dissonance in institutional asset management Youll rarely find a portfolio manager who admits the global bond market has been effectively nationalized because that would be admitting the fees they charge for asset allocation are entirely unfair. If you follow the daisy chain youll realize beta neutral hedge funds are just a tax on the taxpayer (I.e. pensions get taxpayer money for their unfunded public pensions). Retail continues to outperform these long/short hedge funds every year because they understand the game now that the Federal Govt needs negative"
@Tyler_Neville_ on X 2025-07-26 17:50:47 UTC 11.3K followers, 5421 engagements

"My July 4th guess on the BTC transfer. Some early miner sold $X bln of BTC to the US govt strategic reserve in a block transaction and it will be announced tonight. It would be a legendary 1st turning moment"
@Tyler_Neville_ on X 2025-07-04 17:13:39 UTC 11.3K followers, 177.9K engagements

"The more I think about this $X bln sale the more likely this was motivated by political force or political will. If you owned that kind of size of bitcoin since inception you would never liquidate for fiat currency for risk of hurting the very value of the network especially the way it was executed in under a month. If it was actually meant to liquidate for fiat without harm you wouldve executed over a long period of time on a VWAP basis similar to how CEOs sell stock on a 10b5 plan. If youve held that long thru the cycles you have a political conviction antithetical to fiat manipulation. At"
@Tyler_Neville_ on X 2025-07-27 01:26:18 UTC 11.3K followers, 8796 engagements

"FWIW I traded for a $XXX bln fund and moving a X% position would sometimes take weeks given the liquidity in the stock size of the company and footprint youd leave. It is incredible the market took $X bln BTC of supply so well and shows the depth of the BTC market now- super bullish for the sovereign reserve thesis. Regardless the timing and speed of the execution was super suspect even if a lot of it was OTC. Its so fishy someone who held BTC since its inception punches out in under a couple weeks during July summertime vacation while every market was breaking out to the upside. Totally"
@Tyler_Neville_ on X 2025-07-26 14:45:40 UTC 11.3K followers, 272.2K engagements

"Druckenmiller says when they start calling it a bubble its still early to buy it (Also I dont agree its a bubble. The bubble is in treasury bonds but they cant politically let that explode or the system unwinds.) Choose wisely which Ponzi you wanna play.treasury bonds or crypto treasury firms"
@Tyler_Neville_ on X 2025-07-18 01:38:38 UTC 11.3K followers, 6550 engagements

"Spread between NDX - Russell futures position is massive. One of these days we are gonna get some sorta mean reversion trade where Nasdaq gets bombed and IWM squeezes higher. Beware"
@Tyler_Neville_ on X 2025-07-15 20:32:16 UTC 11.3K followers, 2311 engagements