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@BowTiedLobster Lobster "兄貴”Lobster "兄貴” posts on X about inflation, crypto, frame, silver the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% cryptocurrencies XXXX% exchanges XXXX%
Social topic influence inflation #753, crypto 4.46%, frame 3.57%, silver 3.57%, money 2.68%, all the 1.79%, bessent #129, balance sheet #1926, market cap #486, nasdaq #1332
Top accounts mentioned or mentioned by @ultimaversum @skyiszen @yackcap @bowtiedbull @gammichan @daveweisberger1 @brickenred @morpheus7447x @crazyglazier @elliotrades @0xbigmikey @nicrypto @sanskarimata @iiicapital @sykodelic @thedefivillain @joecarlasare @rajatsoni @melmattison1 @bowtiedgrandma
Top posts by engagements in the last XX hours
"@daveweisberger1 Can you see BTC going from $64k to $29k there in March and April of 2021 Thats the response to inflation. The Fed didnt start hiking interest rates for half a year later. This is exactly why I wrote my original post. Your lack of memory is setting up a new Black Swan"
X Link 2025-12-03T18:15Z 2319 followers, XX engagements
"@brickenred Oh yeah. Yeah baby. 2021 is the start of this decade. Crypto dudes are a bit confused because they believe the hilariously nonsense narrative of btc replacing metals but reality is inflation was low and things were stable all until 2021"
X Link 2025-12-07T08:55Z 2318 followers, XXX engagements
"@plur_daddy The implications of the Trump Fed being misapprehended is my primary theme going into 2026"
X Link 2025-12-08T20:34Z 2318 followers, XXX engagements
"@CrypticTrades_ This is a classic exploiter line. It moves you straight past the entire question of whether you are in a bull market. They dont announce it on the news 😂😂"
X Link 2025-12-08T21:09Z 2292 followers, XXX engagements
"@JC_ParetsX This is a 10-year time frame alpha with an exceptionally high success rate in the back-test. I dont think anyone needs to see anything to apply it to his process effectively"
X Link 2025-12-09T20:02Z 2319 followers, XX engagements
"@bowtiedbull When the subject matter is how you grow (or risk) the sweat blood and tears of all your labor in your entire life and somebody replies to you saying that subject is "just for fun" your eyebrows should go all the way up to the ceiling"
X Link 2025-12-09T20:48Z 2319 followers, XXX engagements
"@TradeQuantiX @gammichan Incidentally owning crypto is betting against that chart you shared with me. That chart is exactly why I own boatloads of gold and silver in my long term long only portfolio and no crypto"
X Link 2025-12-10T03:12Z 2317 followers, XX engagements
"EDIT: I originally wrote the following assuming Trade Quantitative was a crypto guy like the original poster but he's not. He's a quantitative trader so he probably knows this already. Re-posting it again because I love to share this information with lurkers. I know the salesmen have said a million times that BTC is a "debasement trade" but that doesn't make it true. Their goal is not for you to make more money investing. BTC has performed horribly in specifically the environments where the Fed "runs it hot" even though inflation is high. If you want to go study for yourself look at 2021"
X Link 2025-12-10T03:31Z 2319 followers, XX engagements
"@AssetsNorris Another influencer hallucinating what everyone assumes when the positioning shows the exact opposite"
X Link 2025-12-10T22:54Z 2319 followers, XXX engagements
"@alphaextract_ Dont get me wrong I hold a lot of hard assets like gold and silver and am making a lot of money on them while also making money short BTC as its not a hard asset. That doesnt mean what you said is accurate. Its not accurate which is why I replied the way I did"
X Link 2025-12-12T02:19Z 2322 followers, XX engagements
"@alphaextract_ In fact I want Bessent and Miran to do what theyre saying theyll do as that is much much more bullish for BTC than what is going on now. I would love to own a lot of BTC again"
X Link 2025-12-12T02:21Z 2322 followers, XX engagements
"@LDNCryptoClub I wonder how they square that with Bessent writing op-eds recommending the dramatic reduction of the Feds balance sheet"
X Link 2025-12-12T03:21Z 2322 followers, XX engagements
"@NEETBurger @BowTiedBull Argh. Do you like baseball Moneyball was my seminal introduction to this sort of thing"
X Link 2025-12-12T09:06Z 2321 followers, XX engagements
"@dotkrueger 😂 time diversification is basic portfolio construction and every single competent advisor uses it Freddy sending all his readers to the Stone Age just because he feels like it"
X Link 2025-12-06T07:45Z 2323 followers, XX engagements
"@CredibleCrypto There is negative alpha in comparing the market cap of a commodity to other things. No one who makes excess returns uses such comparisons in their process"
X Link 2025-12-09T04:09Z 2319 followers, XXX engagements
"This is as true today as it was then"
X Link 2025-12-09T20:16Z 2321 followers, 1480 engagements
"@CryptoParadyme @gammichan BTCs correlations are much stronger to the Nasdaq than the Russell. Picking out the latter for no particular reason screams reasoning backwards from a desired conclusion"
X Link 2025-12-10T06:08Z 2321 followers, XXX engagements
"@bowtiedbull Guys the "Russell is breaking out is specifically alpha for trading BTC" narrative does not pass the smell test. We can start a conversation about this if you want. I know we're all on a learning journey here"
X Link 2025-12-10T06:17Z 2321 followers, XXX engagements
"@HHorsley @gazza_jenks Does this index beat BTC in the back-test"
X Link 2025-12-10T09:10Z 2321 followers, XX engagements
"@solanaskeptic @Tradermayne Putting money at risk on wishes and prayers maybe not the best idea"
X Link 2025-12-10T21:39Z 2320 followers, XXX engagements
"@RyanDetrick I wonder how many people realize how useful higher a year later is for managing market risk"
X Link 2025-12-10T22:25Z 2323 followers, XXX engagements
"@0xbigmikey Not taking profit too early is something I had to learn"
X Link 2025-12-11T03:10Z 2323 followers, XX engagements
"@Globalflows He's right about this one. We probably look at different things and value them differently but the idea that the Fed's action with the policy rate is over-valued by the market is something I totally agree on"
X Link 2025-12-11T04:09Z 2321 followers, XXX engagements
"@gammichan @ me when they start making moves on XX years And like you know its not yet Trumps Fed right Slow Jerome is at the helm (or I think he likes to call him Too Late)"
X Link 2025-12-11T07:59Z 2321 followers, XX engagements
"@gammichan Being cautious about the policy rate but too loose on the balance sheet lever is exactly what Trump and his architects are furious at Powell for doing and this is precisely another example of that"
X Link 2025-12-11T08:06Z 2322 followers, XX engagements
"@ultimaversum @skyiszen 2035"
X Link 2025-12-11T13:21Z 2323 followers, XX engagements
"@ultimaversum @skyiszen Theres a reason I keep focusing people on inflation. Everyone knows it can go on longer than you think but they need to apply it where it matters most"
X Link 2025-12-11T13:29Z 2322 followers, XX engagements
"@ultimaversum @skyiszen No. Why would it be"
X Link 2025-12-11T13:31Z 2323 followers, XXX engagements
"@ultimaversum @skyiszen Gold is outperforming BTC since March 2021 and on a risk adjusted basis its a slaughter. When I started investing around then I held a lot of silver over ETH (bow-tied bulls stock asset) and that has been a massacre"
X Link 2025-12-11T13:33Z 2323 followers, XX engagements
"@ultimaversum @skyiszen The key properly of inflation hedging is not scarcity. Its irreplaceable value as an input to industry/utilitarian product. You could buy anything hard land uranium gold has been money because of density malleability"
X Link 2025-12-11T13:35Z 2322 followers, XXX engagements
"@ultimaversum @skyiszen BTC is a note on the cool tech sky cloud"
X Link 2025-12-11T13:35Z 2322 followers, XX engagements
"@chang_defi @ultimaversum @skyiszen Degen island 2035 bay bee"
X Link 2025-12-11T13:38Z 2322 followers, XXX engagements
"@bowtiedbull From basically 1991 on the asset you could just buy on every dip was equities. You had some rough patches 2000 and 2008 but mostly you were in such a secular (high time frame) bull market it would still work out. Starting 2021 that asset became gold (& similars)"
X Link 2025-12-11T13:50Z 2322 followers, XXX engagements
"@scottmelker Because that's literally how commodity markets work. They have no ceilings and no floors. Oil went negative in 2020"
X Link 2025-12-11T14:12Z 2321 followers, XX engagements
"@crodiemeeks @ultimaversum Going full macro works brilliantly. If your actual investment time frame is X to XX years. The funny thing about when people on places like here tell you that they invest for the long term is XX% of the time they are recommending one of the worst strategies for that time frame"
X Link 2025-12-12T00:20Z 2321 followers, XX engagements
"@fintechfrank Im told the total return of T-bills does an excellent job of his"
X Link 2025-12-12T04:11Z 2323 followers, XX engagements
"@CryptofyHub Took a while because I wanted to carefully search for the absolute best data that summarizes. I could pull many more charts but let's keep it focused and simple. The reason the inflation data matters is it has kept the Fed from being proactive and will continue to do so"
X Link 2025-12-02T04:47Z 2322 followers, 3276 engagements
"Good chance you already have something like this but broadly speaking I run X accounts. One is long only 5-10 year horizon and risk management system is rebalancing. Thats the one I put all my silver and gold and hedge fund ETFs in and so I can satisfy my high time frame anxiety to be exposed to that edge. Then I have a shorter term account which is 1-3 years which I scale into on macro views. Then I have a precise quick hitter which I risk manage aggressively (I made first trade in there in a long time) Ill probably add one or two more over time. The trick is when you have different time"
X Link 2025-12-11T03:30Z 2322 followers, XXX engagements
"@scottmelker Equity markets basically have this rising "cushion" of mean-reversion property because of the baseline of a stream of cash flows. Assets like crypto do not have this property at all"
X Link 2025-12-11T14:20Z 2322 followers, XX engagements
"@NEETBurger @BowTiedBull Michael Lewis writes good books. I usually prefer to build intuition through common everyday examples. For example driving. Some people drive at high speed all the way to the stop light and slam the brakes. That person doesnt think in probabilities"
X Link 2025-12-12T09:19Z 2322 followers, XX engagements
"@LDNCryptoClub Since inflation went above X in March 2021 gold has outperformed BTC in absolute terms. All prices are going up so pick the fastest horse. Not how it works. When inflation is high - commodities outperform risk assets - gold is the easiest commodity to speculate on"
X Link 2025-12-12T09:24Z 2322 followers, XX engagements