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@brandonmoretz "It appears I have a lot of new friends so welcome I realize I probably come across as a doomer permabear; however the intent is to warn/inform about things I see that are let's say less obvious or even outright confusing without the underlying context for a headline/financial 'greek' speak etc. Rather than trying to provide 'investment advice' or w/e -- this is saturated to the point there is no value I can add here and my trades are weeks/months (I have open shorts from March this year to give you an idea). Think of my shtpost as the annoying risk manager/compliance officer trying to keep"
X Link @brandonmoretz 2025-10-09T14:04Z 1502 followers, 5868 engagements

"Hey - Just FyI - when a large loan like that is issued by a bank & private its not private credit its a syndicated loan - term loan/leveraged loan/etc. Broadly known as BSLs - meaning theyre issued with with leverage & placed into a warehouse entity which is also leverage per the trustees line of credit arrangement with the purchasing entity. See this for more details on why this is an important distinction:"
X Link @brandonmoretz 2025-10-25T13:33Z 1502 followers, 11.3K engagements

"I am accumulating people of interest faster than I can keep things up to date and accurate -- to the best of my ability. If you've stumbled across this account by accident from a random shit post & you are curious for more to summarize: This thread serves as a collection of overarching themes which to me are intrinsically connected; I do not ask that you believe this & encourage (polite) discourse. Each theme has a corresponding thread/link(s) you can try to unravel on your own. This platform is not designed for this but I am banned from all others; work with me (see: I have also had great"
X Link @brandonmoretz 2025-10-25T16:58Z 1500 followers, 2546 engagements

"mother of god; Mark Carney on FOX talking about the strategic advantages of an economic crisis & global trade (thrives especially in chaos; optimizes outcome via exploiting opponents weaknesses to ensure maximum payoff) specifically addressing the rules (he wrote them) and the World Bank (hes kind of a big deal oddly at that place): see: Recently overhauled: Founder Private Sector Investment Lab: Chairman Bank of International Settlements (BIS) Committee Global Financial System (GFS): Chairman GFNAZ & UN Special Envoy: Taking bets on whos gonna make a better deal here: 1.) guy who shaped"
X Link @brandonmoretz 2025-10-26T14:55Z 1502 followers, 7387 engagements

"Whos Mark Carney Im glad you asked; lets have a quick look at his background. Mark Joseph Carney is Canadas current Prime Minister is almost the exact opposite of the two other (populist platforms/followings) characters in this story so far: hes an academic economist (Harvard undergraduate Oxford masters/Ph.D.); we wont call him Dr. Carney because he isnt a Medical Doctor (M.D.) much like Jill Biden with a Doctorate in Education (Ed. D.) isnt a doctor even though the Dr. designation is by definition a title for any such persons who have earned a doctoral degree in: philosophy (Ph. D.)"
X Link @brandonmoretz 2025-10-22T15:53Z 1502 followers, 16.5K engagements

"lol got that bad boy linked already in my what the actual fuck crypto mega-thread. the existence of that has drove me down a rabbit hole of pure hell; honesty wish i could unsee the $40B us dollars of real-world assets on the blockchain - and thats @ fair market value; the true notional exposure is ofc incalculable - lol"
X Link @brandonmoretz 2025-10-26T21:02Z 1501 followers, XX engagements

"So does this money exist in the Japanese stock market or the US bond market It cannot be both. Does anyone know a person who would have an understanding around global trade settlements or maybe if there was an entity like a Bank of International Settlements or something and had experience there Because one of these is lying"
X Link @brandonmoretz 2025-10-27T00:32Z 1501 followers, XXX engagements

"I have a feeling were not the only ones seeing this madness and the other party has a great deal of experience with this kind of thing. The fraud will continue until a regulatory entity steps in. This money cannot exist in international stocks us bonds us stocks and crypto all leveraged to the tits at the same time. we havent made enough progress on quantum to logically justify any of this. 😂"
X Link @brandonmoretz 2025-10-27T00:44Z 1501 followers, XXX engagements

"@business lol - still pumping this it. will. never. happen. open up that swap line & take down the fed; i triple fucking dog dare you. do it"
X Link @brandonmoretz 2025-10-26T22:57Z 1500 followers, XXX engagements

"@a63738464 @onechancefreedm someone is definitely lying; Japanese stocks or US bonds. Cannot be both 😂 need an international trade settlement expert asap 🙃"
X Link @brandonmoretz 2025-10-27T02:32Z 1500 followers, XX engagements

"So don't view this from the perspective of an American; this is the 'American Exceptionalism' trap. Americans assume the world revolves around them; it doesn't -- at least anymore. That's the essence of 'Takaichi Trade' and why the 'Iron Lady' is. honestly a 'swan of swans.' Japanese culture/social norms are breaking down at this point - a female PM itself is an extreme outlier. They've had economic issues since the 80s boom; if you are old enough I'm sure you remember the US getting anxious about Japan getting 'ahead' of the US (see: lost decade: They've been our closest trade partner & ally"
X Link @brandonmoretz 2025-10-17T11:56Z 1485 followers, 1302 engagements

"be me a random capitalist who knows the rules & system: 1.) the UHNWI always get their bags; always. how do you think they get there in the first place 🙃 2.) they do not care about any fallout from #1 - they're never around to deal with it. 🤑 see: my two simple rules for trading US markets; occam's razor remains undefeated. now for the backstory: tech bros lever up a local bank in silicon valley - svb_explodes.jpg proceed to do what they do "smash things quickly whatever" - if_he_dies_he_dies.jpg realize their net worth is in this burning pile of garbage - not_this_time.png first citizens &"
X Link @brandonmoretz 2025-10-19T14:11Z 1495 followers, 2102 engagements

"To all the influencers who piecemeal my content into your Substacks; I see you Ive been aware since $RDDT days. I genuinely do not care as this is all open source information and I do not seek/need to monetize it. However Im not confident this model will continue to exist in the near future: the outcome will be so profound (directionally irrelevant) the market for this information will evaporate. If Millennium & Citadel are selling off their stakes in this business ask yourself what is your edge over theirs Why are systemic funds closing in favor of discretionary As if a big rotation is"
X Link @brandonmoretz 2025-10-19T18:18Z 1483 followers, XXX engagements

"I am confused; I'm only going to present these facts and hope that someone else can make this math for me: I found this ledger for "Every tokenized real-world asset in one place." - with me ALL OF THEM supposedly - total AUM: $34520000000 - or $35B as of: 10-23-25. OK. Per Bloomberg as of 11-27-24 total stablecoins are $200B: Then 6-18-25 per Bloomberg: "The passage of stablecoin legislation in the US Senate marks a huge leap forward for the potential mainstreaming of cryptocurrencies that track the US dollar one-to-one." projects to grow to $3.7T over the next few years pending regulation."
X Link @brandonmoretz 2025-10-23T16:22Z 1499 followers, 14.6K engagements

"looks like were gonna find about that whole custodial exposure jazz; quick fast & in a hurry"
X Link @brandonmoretz 2025-10-23T23:16Z 1497 followers, XXX engagements

"If you are invested in Crypto please be aware this isnt gonna be a one-off. If you are not Im betting this is a portfolio company (held on leverage & not reported on banks' balance sheets). Start demanding more transparency into private assets"
X Link @brandonmoretz 2025-10-23T23:44Z 1500 followers, XXX engagements

"What are the exact legal mechanics that 'bind' an asset such that it is 'on-chain' I understand the technical aspects - no need for that; I'm approaching this from a 'securitization' & 'custody' framework to define ownership. Interestingly you used the words 'digital collateral' which almost gets directly to my point. In what cases are assets considered 'off-chain' & 'digital' as that's a layer of mess in itself These are mutually exclusive terms correct Let's go directly to the bond use case a corporate bond issued at par ($1000) with a 10-year maturity and X% (quarterly) coupon. Bond is a"
X Link @brandonmoretz 2025-10-24T02:51Z 1499 followers, XXX engagements

"@CyberSecurity__ Ive moved on to other seemly unrelatedly fraudulent activities transactions & ponzi schemes; they are in no way shape or form connected back to this. I assure you its all random. Thats why this is the final_final_v3_modified_final version"
X Link @brandonmoretz 2025-10-25T15:41Z 1485 followers, XXX engagements

""Candidly the prospect of becoming an elected politician in Canada let alone prime minister I felt was receding. And then I became more and more concerned about the potential direction of our country and felt that given my background I would have a chance to help change it." No Earthly idea what relevance his background has to the current political landscape. Interesting read regardless: "Im going to say an odd thing. In some respects its easier when the problems are very clearly out in front of everybody. I think all Canadians understand that our relationship with the United States has"
X Link @brandonmoretz 2025-10-25T20:43Z 1492 followers, XXX engagements

"@FirstSquawk wait until you find out how all currencies work"
X Link @brandonmoretz 2025-10-26T02:20Z 1500 followers, XXX engagements

"Trump will be held accountable. Carny will fucking break him the most ruthless way imaginable and expose the national embarrassment he is. Hopefully we get our collective shit together after that clean house internally then work on building our trust back. .if Carney doesnt outright own America outright though strategically acquiring our sovereignty via global debt negotiations Carny had a plan the only thing im unsure about is how ruthless hes gonna be with the execution; tbd"
X Link @brandonmoretz 2025-10-26T13:23Z 1500 followers, 1441 engagements

"I want you to look at the definition for a "syndicated loan" before you start quoting "EBITDA" and such. These are loans to mid-market companies that broadly speaking do not even have the accounting mechanics to produce an "EBITDA" number; that's a fact. Hence the "below investment grade." Using those terms in this context is a logical fallacy and you shouldn't proceed further until you have a firm understanding of what exactly it is you are dealing with"
X Link @brandonmoretz 2025-10-26T17:45Z 1494 followers, XX engagements

"@scheermeroar @Marco_112358 @PFDigest You are very confused about many things. I am unsure where to start. Maybe just a book on like capital markets before we get to structured products"
X Link @brandonmoretz 2025-10-26T17:47Z 1491 followers, XX engagements

"Yes this doesnt function any other way; the technological aspects of how these work (and Ive looked at many POC ) for this: Some of the worst code you can imagine absolute garbage JavaScript or Python (assuming this is for dynamic execution) Why would this be an issue for A BOND on the Blockchain Q: How do we distribute $XXX equally to three persons without rounding issues seems relevant. But how do you do math for bonds/leverage/margin when you cannot do floating point calculations at all in JavaScript Hint: its all strings converted to numerical values then back to strings if youre not"
X Link @brandonmoretz 2025-10-27T13:35Z 1500 followers, XXX engagements

"Adding a clear problem with "Smart Contracts" - they do not seem to be capable of basic financial mathematics: Hint: Try to do bond accounting without bankers' rounding The only smart contracts I've seen have been written in JavaScript or Python -- assuming because of dynamic execution. OK Python calls C dummy. Yes but you are interoperating across language barriers and types are. let's say of non-trivial importance. Q: If every smart contract is written in Python so that it can be dynamically executed then how is ALL THE MATH going to be invoked from C++ If you are doing math on top of"
X Link @brandonmoretz 2025-10-27T13:48Z 1500 followers, XXX engagements

"It's almost like you have a leader that's been fucked over by these kinds of things; incredibly smart desirable talent from several parties; yet unable to work because he's on forced garden leave designed to suppress competition in the open market. Oh Canada what you may see as problems I can assure you they are calculated decisions that benefit XX% of Canadians. /envy"
X Link @brandonmoretz 2025-10-27T15:02Z 1500 followers, XX engagements