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@LordPos3idon Avatar @LordPos3idon LordPos3idon

LordPos3idon posts on X about $dxy, $spx, $gld, $nq the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXXXX% automotive brands XXXX% currencies XXXX% celebrities XXXX% gaming XXXX% travel destinations XXXX%

Social topic influence $dxy #14, $spx 9.84%, $gld 8.29%, $nq 8.29%, $gc 8.29%, $btc 8.29%, $gdx 7.77%, $vix 7.77%, $tlt 7.25%, $usdjpy #1

Top accounts mentioned or mentioned by @yieldsearcher @cashedflow9 @zanjacquref @nopeitslily @rtnba @zachlowenba @offshorehodl @rainman420420 @themichaelevery @zerohedge @jbulltard1 @menthorqpro @merlinscapital @monetaryguy589 @benthompson @realjimchanos @r7dman @tonyschultz @ozzylivin @lpcapitalchi

Top assets mentioned SPX6900 (SPX) SPDR GOLD ETF (GLD) GrabCoinClub (GC) Bitcoin (BTC) Vixco (VIX) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Alibaba Group (BABA) Amazon.com, Inc. (AMZN) Super Micro Computer, Inc. Common Stock (SMCI) Microsoft Corp. (MSFT) Metadium (META) Tesla, Inc. (TSLA) Warner Bros Discovery, Inc. (WBD) Advanced Micro Devices (AMD) XRP (XRP) Apple, Inc. (AAPL) Netflix Inc (NFLX) Strategy (MSTR) Taiwan Semiconductor (TSM) Block, Inc. (XYZ) PayPal Holdings Inc (PYPL) Walmart, Inc. (WMT) MP Materials Corp. (MP) Artificial Intelligence (AI4)

Top Social Posts #

Top posts by engagements in the last XX hours

"$BRENT $WTI This is going to hurt some oil guys feelings but because deep down they know it is true. THERE IS ABSOLUTELY ZERO ZERO Mark Baum voice ZERO signal from crude stockpiles. It is telling you nothing about the fundamentals and will make you lose money as Im sure all you oil traders know already which is why my comment may brother you. Dont conflate ideas with your identity discard what doesnt work and adapt or die. Death by 1000 cuts still means you die. If you dont understand Geopolitics you have no fucking shot trading oil. Thats just a fact as has been shown these last few years."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 23:26:37 UTC XXX followers, 1109 engagements

"$SPX $NQ $DXY $EURUSD $USDJPY $TLT $GDX $GC $GLD $KWEB $SMCI $BABA Sooooooo like the 2015/16 period. Anybody remember a big event that shook markets around that time Chinese Yuan devaluation August XX 2015. Market never saw it coming they didnt even understand what was happening. BOJ goes NEGATIVE interest rates for the first time in January 2016. X months after China devalues. Whats interesting about Chinas unpegging was that in that year the PBoC made a fundamental changes to how it managed its currency. Before the rate was set in an obscure fashion but in 2015 they allowed the currency to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-12 23:29:18 UTC XXX followers, 3506 engagements

"$KWEB $SMCI $BABA $BIDU $TCEHY They tried to kill Huawei in 2018 made SMIC delist. 24/7 AI video generated news anchors. Facial recognition technology that the NSA wishes it had. Dont sleep on the dragon. China stocks are about to go parabolic soon their tech is unstoppable. Semiconductor ban was honestly too late China didnt even need those chips to do what it is doing. You dont hear much about their tech b/c they made that mistake in 2018. They showed their hand too early but theyll be smarter moving forward"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 03:09:58 UTC XXX followers, XXX engagements

"$WTI $BRENT And ya think that the OPEC news to bar Western media outlets was random Western media plus IEA & EIA have been working together to suppress the price of oil through narrative & shoddy data (we need to make our government organization that collect data great again. All of them continue to lose their integrity) for years now. Also Ive discussed peak shale EIA & IEA have always had beyond optimistic with their forecast for when Shale patches would peak. But when you take the aforementioned into account can they be trusted Of course they would want to make it seem like the Shale patch"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 18:20:12 UTC XXX followers, XXX engagements

"$VIX $SPX $NQ $BTC Momo meltdown Dispersion unwind OPEX UNCLENCHING Yeah yeah Im not saying short or to sell but to be ready to buy the dip. Cash is not trash. Thats all Im preaching here"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 07:04:41 UTC XXX followers, XXX engagements

"$WBD Warner Brothers owns media content for mature older audiences and it is now coming for the younger demographic with Anime. Anime is low key the main reason $NFLX has been so hot. Bleach is one of the biggest animes ever and a movie for it is a game changer. They killed it with the Minecraft movie & they are gearing up more and more to dominate streaming. HBO has always and will always be a premium product that produces AWARD winning shows. Their IP is truly cream of the crop"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 02:33:13 UTC XXX followers, 3912 engagements

"$SPX $NQ $BTC $APPL $TSLA $NVDA $META $MSFT $AMZN $GOOG $VIX Im telling ya this market is going to be annoying. Going nowhere If your an unbiased trader then this is your environment. If you an investor in stock then go on vaca. If you see a big dip dont worry BUY IT. Headline is going to make your mind go numb your going to a bunch of stupid ass takes laced with emotions that will seep into your subconscious all from dudes who dont know wtf they talking about who are farming engagement & who are using X as their own Psychiatrist couch to unload all their fears and insecurities about the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 20:43:32 UTC XXX followers, 1925 engagements

"$KWEB $BABA $SMCI $BIDU $TCEHY This is accelerating faster than I expected. Year of the Dragon is already here No ones long China. No one David Tepper bout to add another notch to his belt in terms of big calls panning out"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 07:13:29 UTC XXX followers, 1407 engagements

"$WBD $NFLX Favorite stock to tweet about cause Im just reposting content that I am going to be watching anyways. The product is ultimately shows and movies Thats a fun company to invest in and track. Its an art cause you need to know how the IP will resonate if it can be executed properly. Idk if anybody is messing with HBOs in terms of consistency in quality of production. & DC is starting to get hot if the next Batman delivers (it will) its over Invest in what you spend ya time and money on & man do I love shows and movies. I love HBOs IP out of any streaming service. Its personally not"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 18:02:40 UTC XXX followers, 2461 engagements

"$EURUSD $TLT ZN ZB $GC $GDX $GLD One bingo and One dud Not bad $VIX staying sticky & MOVE Index up is telling me leave yields alone for now (no shit idiot) Took a shot at bonds just to play cpi but now Ill wait until JGBs settle as yields are looking to stay elevated here for a bit longer. Going to instead focus on continuing to long the dollar. My longer term view on bonds holds but Im fighting against a current here and need to let JGBs settle down to give the signal which I think will happen as we approach Japans Parliamentary elections on the 20th. Ive also been saying equity markets have"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 15:48:54 UTC XXX followers, XXX engagements

"$GOOG $AMZN $BABA $SMCI Nothing wrong with a momo meltdown correction after such a run right Things dont just go up. $VIX is providing some optionality here. I think cash is cool because I think after this potential sell off we will see sector rotation. So you could rotate profits into quality names. The Four Horsemen of the REPOCALPYSE above are my main ponies to ride this final blow off top. China is getting ready to fucking RUN. Like start your engines type run. If it starts moving Im just going to go heavy into it despite short term risk but Ima keep watching it"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 07:36:28 UTC XXX followers, XXX engagements

"Bro this is old as fuuuuuuck this news. But another instance showing how Russias Human Intelligence is elite"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 03:45:04 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $MSTR $DXY $TLT ZN ZB $USDJPY $EURUSD $GDX $GC $GLD $GOOG $AMZN $TSLA $NVDA $APPL $META $MSFT $WMT 😂😂😂 Been talking about this market being like 2019 for over a month. Been saying REPOCALYPSE is coming. Thats what we are seeing in global bond yields rising & RoW assets performing well it is not inflation induced but the effects of the final stages of the Global Carry Trade Squeeze. The final stage is a blownoff top in all US dollar denominated assets followed by REPOCALYPSE For a month Ive been banging the drum. Do you see why I may appear redundant despite me not agreeing"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 23:50:53 UTC XXX followers, XXX engagements

"$GDX $GC $GLD Short $TLT ZN ZB Long Been calling this for a month but Ill take it as being wrong despite both being at around the same price levels from when I started making my calls in early June. Early is wrong I know cause I traded these and got burned but ultimately Gold nor US bond yields have made new ATHs. I still maintain that by end of summer yields will be much lower along with gold prices. So traders can shit on me everybody else be patient. I do see risk for higher yields as the risk to oil is to the upside again for now. MOVE index is at its floor and Ive been expecting an"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 04:19:54 UTC XXX followers, 1000 engagements

"$NVDA $AMD Nvidia went all in in one type of architecture in a new emerging and evolving technology. Open source AI 3D Printing the rise of the sovereign individual we are moving towards a world of MODULARITY. AMD isnt boxing itself in with one type of technology it is becoming the Mystique of the IT tech stack it can be whoever you need it to be"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 22:36:01 UTC XXX followers, XXX engagements

"$DXY $USDJPY $EURUSD $SPX $VIX They still dont see the deflation and funding problems in Asia. They think Im just making shit up. Still see a correction coming in $SPX. Been saying 6300 has a strong resistance area and oversupply of options even with BTC rallying hard it wont change the flows or option picture for SPX for next week. Price is pinned in both directions which is why I have been saying that only a Middle East Catalyst can cause a selloff b/c that would activate flows or it happens after OPEX as a lot of option positioning is wiped off and SPX unclenches momentum collapses popular"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 17:56:53 UTC XXX followers, XXX engagements

"@ZanJacquRef 😂😂😂 when I say cash I mean Turkish Lira"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 17:43:37 UTC XXX followers, XX engagements

"$SPX $NQ $BTC $VIX $WTI $BRENT $GDX $GC $GLD Probably should have looked at BTC positioning data to see that $115k was key level but I dont trade BTC I use it as a signal. Still this move confirms the underlying dynamics occurring in the market manufactured vol. suppression with phantom liquidity pumping momentum to try to keep it alive. BTC X% above my high target but if BTC goes back down to 105kish was I wrong Idk I dont think so. There are dudes on here who are promoting their longs who almost got wiped out or who definitely had SLs hit multiple times before their long played out. Dudes"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 22:57:29 UTC XXX followers, XXX engagements

"Interesting company here you are right about autonomous driving. Was playing it thru Tesla but too annoying like Google as an AI play it has Waymo but not a pure AI Driving play. This AUR might be what I was looking for. I wanted direct Autonmous Driving exposure and this looks like a winner"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 21:06:34 UTC XXX followers, 2487 engagements

"$REMX $MP $KWEB $SMCI $BABA $BIDU $TCEHY $TSM ❄ Cold War 2.0🧊 Is thawing for now and maybr for a couple of years from here. 🪄PRESTI(XI)GE🪄 🐲Year of the Dragon🐉 🌎🌍Global Peace Dividend Incoming🌏 Omg Trump caved because of the REEs ban Or did he 🤔🤔🤔🤔 Headlines hit different when you know what is going on behind the scenes📰🗞 You start seeing governments utilize a Hansel & Gretel method for communicating impending big change. Leaving a breadcrumb trail of information through periodic low profile news releases to prime the populace for what is to come 🍞🥖🥖🍞🍞🥖🥖 If China is"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 06:32:25 UTC XXX followers, XXX engagements

"Nice find. Yeah its basically a global carry squeeze. All that global M2 printed by Rest of World Central Banks needs to be absorbed by the Dollar. All other currencies are inverted pyramids that grow out from US dollars. When the squeeze ensues then all that RoW Global M2 begins to collapse on itself and dollar starts to strengthen. That is what we are seeing now. We have not seen a blow off top yet. You can trim exposure and hold cash as I have but you need to maintain longs imo"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 05:35:36 UTC XXX followers, XX engagements

"$WTI $BRENT Ya still trying get signals from Stockpile data From Western Media Headlines After OPEC cut them off Oil market is going through a media and reporting war between East and West. Good luck trying to play breakouts in either direction. Oil is about geopolitics and thats it. Andurand is master in his space and he is getting his ass handed to him. You think youre analyzing the minutiae better than him his firm Nah. Geopolitical Analysis is one the rise and if you want success at trading then you need to recalibrate all of your information channels and gear it towards understanding the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 21:10:54 UTC XXX followers, XXX engagements

"$WTI $BRENT Not bad not bad at all. Still long but getting out for now well see what Sunday look like"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:37:03 UTC XXX followers, XXX engagements

"$GDX $GC $GLD $TLT ZN ZB $DXY Inflation guys because the EXPORTER OF THE WORLD has been well EXPORTING DEEEEFLATION for over TWO YEARS NOW And you think little measly tariffs (WHICH THE FED HAS A PAPER ON SAYING IT HAS NO EFFECT ON PRICES) is going to trump the DEFLATION COMING FROM THE MANUFACTURER OF THE WORLD"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 16:41:55 UTC XXX followers, XXX engagements

"Oil Nat Gas European Nat Gas TTF have all been down ytd. On the margins as well I think Chinese deflation is beginning to sweep through the globe. If it wasnt for tariffs copper would be down along with all other commodities. Chinese bond yields are lower than Japan which is insane. All this speaks to the state of the global economy being in deflation. Companies are also smarter with their orders from warehouses they have been keeping inventories at a net demand basis and they already pulled a lot of forward demand thru. Im not an economist by any means more of a macro guy but this is what I"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 07:42:36 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $APPL $AMZN $META $MSFT $TSLA $GOOG $NVDA $VIX $WTI $BRENT $DXY The only bull actually quantifying the risk in a tactical level. Immediate interim the long run. Multiple gears of the machine I lay it out all. Been laying out the case for the coming selloff religiously. They dont understand why we are going up and they wont understand why we go down. BTC hit my upper level & SPX is close to it. Get ready to BUY THE DIP THOUGH. Mag7 Earnings are going to smack it out the park as other sectors start showing some signs of stress from tariffs. VIXpiration OPEX next week. Weekend"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 20:26:18 UTC XXX followers, 1038 engagements

"👀👀👀 Also Real Goods purchases were down and companies havent even passed tariffs through to them yet So consumers had lower prices b/c Real PCE actually dropped but consumers still didnt buy real goods like that even though all the tariff cost havent been passes thru to them yet Ominous no"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 04:00:56 UTC XXX followers, XXX engagements

"@jbulltard1 The NBA cleared Rozier. Malik Beasley howeveryikes"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:21:26 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $VIX $GDX $GC $GLD $TLT ZN ZB $DXY $EURUSD $USDJPY $BTC $MSTR $GOOG $AMZN $TSLA $NVDA $AAPL $META $MSFT (I actually think has no chance at AI or anything and think this company is dead in the grand scheme of time but then again arent we all) I raised cash and Im so ready to buy the fucking dip when it comes this thing is starting to crack. Dispersion/Momentum Unwind coming. I still hold that Jimmy Chanos and company were getting squeezed on the MSTR short leg and they tried to aggressively long BTC on the long leg to attempt balance out their losses. This was the impulse for BTC"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 17:13:25 UTC XXX followers, 1835 engagements

"$GDX $GC $GLD .SHORT. Gold bugs getting greedy. They had a crazy rally and arent taking profit. Not actualizing that PnL BIG MISTAKE But some people like taking the rollercoaster up just so they can feel that rush when it comes down"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 23:09:00 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $VIX $WTI $BRENT $TLT If SPX cracks 6300 before OPEXit is an AUTOMATIC SHORT - 5-8% selloff potential If BTC cracks $113k before OPEX it is an AUTOMATIC SHORT - 12-18% selloff potential With no catalyst emerging main macro risk is Oil (Houthis acting up again giving Top Gun X a run for its money in terms of recruitment video impact) we will likely crack above the aforementioned prices. If no catalyst we unclench after OPEX. Regardless of the path a selloff is coming but one mans trash is another mans treasure. To the wise ones this will be a massive BTD (Mag X Google & Amazon"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 05:53:11 UTC XXX followers, 2231 engagements

"$KWEB $BABA $SMCI $BIDU $TCEHY Year of the Dragon Imminent. China is showing premature signs of green shoots. Of course it will still require big monetary & fiscal stimulus but Chinas economy has bottomed. US will still catch the deflation bug that China has been exporting for over the last two years. The US induced global economic cycle ensuing from monster covid stimulus is over China will now carry the global economy for the next few years with more domestic CONSUMPTION (I know it sounds like a myth but it is coming for the Chinese people) Year of the Dragon 2026 (starts this year in late"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 05:59:43 UTC XXX followers, 3912 engagements

"$DXY $EURUSD $USDJPY It wasnt TARP or any of the other Alphabet soup measures that saved us in XX. It was $500B in swap lines. Yeaaaah but dedollarization Golddddddd Falling Empire Swap lines are nothing like QE. QE is just an asset swap which is why its effect on the velocity of money is poor and only causes asset price inflation. Michael Jordan played basketball retired and got a NBA team. LeBron has made more money than Jordan did during his career yet each day Brons hope of owning a team escapes him as the price tag for a team keeps skyrocketing. A nice sports example of who all that QE"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-12 22:26:28 UTC XXX followers, XXX engagements

"Bro it makes so much sense. Russia energy policy is so stupid lol. It makes no sense. You can see that they have no clear strategy. Europe man what a mess. The EU is better than what they were doing before with world wars though so Ill take it 😂 But also it does make sense now that I think about it more closely cause the anti nuclear push in last five years has been wild in Europe. Like I would get the push after the Fukushima in 2011 disaster but that was more than a decade ago. So it just seems super suspect but goes to show how clueless and comfortable Europe has gotten without having to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 04:00:47 UTC XXX followers, XX engagements

"$DXY $TLT $USDJPY $EURUSD $GC $GSX $GLD Been saying JPowell has been political which has set the risk for bond yields to the downside. People the Fed produced a paper on tariffs saying they dont cause inflation. You see that deflation in China the US is going to catch that like it caught the Wuhan Flu. Fed should have at LEAST been dovish in its forward guidance forget actual cuts they havent even been dovish with their language. They are behind. People are confusing excess liquidity & the pumping of assets as a signal for underlying global economic health. NO it is just excess liquidity"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 19:51:57 UTC XXX followers, 1049 engagements

"$KWEB $BABA $BIDU $TCEHY $SMCI China is showing green shoots. They hold the key to truly making this cycle a reflationary one the dawning of a new cycle still funding trouble is building and we will have to clear that legacy risk out the system to really move up Dollar the Galactus is hungry for Global M2 and nothing usually stops him from eating it all. My call for market crash in Q4-Q1 XX remains but as I have said China can completely change that call. Yes it is about the calls you make but the real way to hedge it is not by utilizing obfuscating language but by having a diverse portfolio."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 02:06:23 UTC XXX followers, 3751 engagements

"Basically what he is saying is $GDX $GC $GLD $EURUSD short. $TLT $DXY $USDJPY long $SPX $NQ $BTC longs A Global Carry Trade Squeeze that leads to all Global M2 getting gobbled up by Dollar the Galactus leading to a broad based US asset rally. But WTF do I know Dudes want me to stfu but Im saying all the same shit as these top accounts and same shit being published by respected people in the financial industry. In factttt Im saying it before all of them a lot of times thats not ego thats a fucking fact thats the good thing about keeping records of dates it leaves no room for lies my timeline"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 23:39:21 UTC XXX followers, 1304 engagements

"$WBD Warner Brothers What if DC is about to go on a Marvel type run The Batman was a hit Penguin show was a hit Marvel is fucking trash now & $DIS has no clue how to utilize any of its IP. They caught lightening in a bottle by having Chris Evans Robert Downey Chris Hemsworth & Scarlett Johansen. I see a changing of the guard happening. And I loved the original marvel movies but I always loved DC more. Not to mention Harry Potter show coming soon & continued rollout of Game of Thrones content. I subscribe to that investment philosophy of investing in things you use all the time. People watch"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-13 20:28:50 UTC XXX followers, 2500 engagements

"$DXY $EURUSD $USDJPY $GDX $GC $GLD Russia gave the appearance that they dedollarized when it reality they just moved out of Treasuries and into US Dollar FX swaps. It shows the prominence of the US dollar in world trade. It is going to be hard to knock it off as the reserve currency with this current world order I saved this graph in May of 2022. I dont remember from where but probably ZH. I would really love an update on this. Hope some number crunchers would check if this still holds. Would be gut wrenching punch to the stomach for gold bugs if this data still checks out to date. If Russia"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 06:40:49 UTC XXX followers, XXX engagements

"$BTC $SPX $NQ $VIX $DXY UH OHHHH IN MY EYE 😂😂😂😂 Momo meltdown 👏 Momo meltdown 👏 Momo meltdown 👏 Momentum without resistance leads to disaster. This is negative momentum with no drift. Short squeezes arent healthy they lead to deleveraging. Chanos and company were getting squeezed and were the marginal buyers pushing up BTC. Ask yourself WHO THE FUCK WAS BUYING ETF inflows have no fucking predictability. What do you think these allocators are stupid Theyve been buying for months capital allocators of all kinds including corporates buying for months no real impact on price as a trade"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 19:50:22 UTC XXX followers, XXX engagements

"But $AXP American Express credit usage went up for Gen Z guys Its almost as if we are in a K shape economy right"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:58:42 UTC XXX followers, XXX engagements

"$GC $GDX $GLD $SLV $USDJPY The gold top calls are slowing coming in from the bank research desks. Ive been saying that Silver & Platinum running hard is a sign that Gold is topping not a signal that Gold was going to continue breaking out. Global Carry Trade is what matters and how it works. Looking at asset prices for signaling can be misleading without understanding how the whole system truly operates. False dawns of reflations look just like actual green shoots of reflation thats the danger Also nailed the fucking Gopher/USDJPY long call. Its about to break the fuck out. I personally got"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 04:58:41 UTC XXX followers, XXX engagements

"$AMD $NVDA $APPL $MSFT Deepseek showed that you can use a lot of clever techniques to maximize existing chip performance. You read that first sentence accompanying computational and memory demands make both training and deployment expensive Deepseek didnt innovate any new techniques it just chose to implement the techniques that were being published in so many research papers that the big tech players were disregarding. This technique DOUBLED INFERENCING Which is what I have been saying. Add it to the list of titles and names I give to my thematic theses. 🚨🚨INFERENCING IS BECOMING🚨🚨"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 03:58:14 UTC XXX followers, 1095 engagements

"So tariffs arent being passed thru to consumers and margins actually EXPANDED Inflationistas are nitpicking by only looking at the goods number but disregarding that the transportation and warehousing number is down Companies post covid were forged in the crucible of fire in terms of dealing with supply chain disruptions. You think these companies are shocked by these tariffs compared to what they experienced after the reopening of the economy coming out of covid Pleaaaaaaaase The low transport and warehousing number shows that companies learned how to smartly stock up on goods and build up"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 06:24:33 UTC XXX followers, XXX engagements

"$SPX $NQ Shorts $BABA $WBD $GOOG $AMZN $XRP -buy the dips Headline risk is to the downside. Oversupply of Options is pinning this market it is an illusory support level that vanishes the more and more we approach OPEX. $VIX-piration Wednesday CPI tomorrow Options expiration Friday. Catalyst heavy week stay ready. Tariffs areng going anywhere this is all about collecting revenue for the admin. Trump can do whatever he wants with SPX well above 6k and that is exactly what he is going to do. He already is doing it but market is pinned by options. Complacency is growing in this market & the flows"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 18:37:34 UTC XXX followers, 1339 engagements

"@RTNBA @ZachLowe_NBA Guys were saying the same about Devin Booker when he dropped XX. Nobody knows how to evaluate SHOOTING guards. You know guards whose job is to score. Cam is going to prove guys wrong this year"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:29:32 UTC XXX followers, 23K engagements

"Interesting. Im not there with you. I just think all that global M2 is going to come into Dollar assets as dollar rises and we see one final blow off top. What weve just experience is not a blow off top but excess liquidity coming into work after people feared for WORLD WAR X. Keep thinking people forget about how bad psychology and sentiment was in June. Blow off top is still to come as dollar gets bid. Check out 2019 DXY BONDS STOCKS AND BTC were all rallying together. Then Covid sell off hit but O think stock markets were going to sell off even without covid obviously it wouldnt have been"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:09:54 UTC XXX followers, XX engagements

"It would cause BTC to sell off but as long as stables arent sold or converted into the underlying US Treasury bonds then it wont impact bonds much nor dollar if anything dollar would rise more when BTC gets sold for it. This would most likely effect all alts also but it all depends on the magnitude of the selling and the underlying macro and liquidity factors. But in a vacuum btc price would go down dollars go up & bonds go up. Assuming when you say sell btc into dollars you mean sell btc for stables"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 21:12:28 UTC XXX followers, XX engagements

"$SPX $VIX $NQ $BTC $SOX $NVDA It started with $TSM but now we have more chip makers pruning expectations. OPEX has cleared and the market is now more freer to move. Still a lot option supply on both tails which has made this market sticky and pretty pinned. Portfolio is doing really good and raised a lot of cash. Im competing against myself. I like the returns I have and want cash to look for opportunity b/c I still think we havent seen the blown off top but I want that momo meltdown to buy more b/c without chasing from here just seems like folly. Been taking profits while leaving initial"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 22:48:08 UTC XXX followers, XXX engagements

"$SPX $BTC $NQ $VIX $BRENT $WTI But Macro But Positioning But the Bears capitulating But yo momma All things happening in 2020 but loo how many X% corrections we had within that year after the big drop in March of course. The momentum factor is getting shaky shakyyyyy BTC going crazy crazyyyyy Oil curve is starting to wakey wakeyyyyy -this entire year has seen Negative headline risk emerge after market closes on Friday. Oil negatively correlating with BTC is no bueno. Houthis doing Tik Toks on raided ships. Bulls are trying to price in the next X years into a two month timespan. Its possible"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 01:49:41 UTC XXX followers, 1176 engagements

"Funding Pressure is building abroad but suppressed $VIX rising $SPX is giving an illusion of liquidity. This isnt funding pressure this is only reverse rebalancing Yeah sure but that has consequence even if that was the case but I dont think it is. The Swiss Francs role in the global carry trade is that it facilitates the carry for EUROPE which is going thru deflation as China has been exporting it to them for over two years now. Deflation over there is hitting escape velocity now. Both key arms of the Dollars global carry trade have strengthened tremendously Franc & Yen. This is funding"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 19:44:26 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $GDX $GC $GLD $DXY $USDJPY $EURUSD $GOOG $AMZN $AMD SPOT ON. They dont know how to assess dispersion unwinds thats why all your options guys (many who I respect) are not seeing the potential for a selloff b/c their options profilers only cover INDEX options but not SINGLE STOCK options. Theyre only looking at one tail but the market has two tails that can wag the dog. Ever since the momentum unwind from last week Ive been signaling the risk to this market a 2022 style choppy grind down with a VIX pop albeit a relatively muted one as options are well supplied on both tails. This"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 22:03:15 UTC XXX followers, 1602 engagements

"$KWEB $BABA $SMCI $TCEHY $BIDU $SPX $DXY $USDJPY $EURUSD YEAR OF THE DRAGON COMING And they have no idea why. But soon my magic trick will be revealed Omg US is so stupid for giving chips to China what an L for Trump China REEs ban was SO POWERFUL dude. Like no dude seriously China doesnt even need Nukes or an Army or a Navy they just have to Ban REEs and they can cripple the US 😂😂😂😂😂😂😂😂😂😂 omg this guys always repeating himself despite his thesis being a complete fucking global game changer uhhhh just shut up😡🤬😡🤬 yeah sorry that I think that more than my XXX followers (and I got"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 05:13:42 UTC XXX followers, 1443 engagements

"$WTI $BRENT Im longing right here something is cooking up over there"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 22:33:45 UTC XXX followers, XXX engagements

"Fed officials are gradually shifting their arguments now to favor rate cuts where before they were looking for any data point that maintained the inflation narrative. With inflation starting to slip Fed officials have run out of wiggle room. Jackson Hole is going to he an EVENT"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 04:33:05 UTC XXX followers, XXX engagements

"$BTC $XRP $XYZ $PYPL $XLF Memes arent memeing and NFTs are not doing shit. No alt explosion Defi has been comatose for years now. Stablecoins will offer incredible never before experienced exogenous flows from Tradfi but it aint this year. Alts need Defi space to be active to lift all boats or youll just keep getting random idiosyncratic sectors that get hot for a month or two. This crypto bull is all about the Majors. Im betting on Ripple b/c its basically the only crypto that will be a bank (potentially but most likely Ripple has been one of THEE MOST SUCCESSFUL lobbyist with regard to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 18:50:04 UTC XXX followers, XXX engagements

"@nope_its_lily Naaaah he did the same with Meta. Hes a ceo founder with a money making machine. He can spend like this with no consequences. These guys pockets are on a different level"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 21:32:47 UTC XXX followers, 1594 engagements

"$AAVE $PENDLE Virtuals Protocol Thats why I think AI Agents are going to be a game changer for Defi. Tradfi is not going to come into defi as new marginal demand but the AGENTS WILL Defi season is not coming until next cycle theyll go up with this coming blow off top. but it wont be a true defi season. Them legacy defi coins like AAVE Compound Pendle are going to go banana shit crazy next cycle. Next cycle will start off with defi going bonkers as agent propagate and the dead internet theory proliferates. AAVE Pendle & VIRTUALS are my top long term long term Defi plays. Only got exposure to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 22:32:13 UTC XXX followers, XXX engagements

"$BABA $SMCI $KWEB $BIDU $TCEHY You dont own any and even if you buy you wont own enough Year of the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 21:03:18 UTC XXX followers, XXX engagements

"$GOOG $NVDA $AMZN $AAPL $TSLA $MSFT $META buy the effing dip $CRCL $PLTR $HOOD take ya profits and rotate AGGRESSIVELY Is that. Wooooow Oh mah gawwwwd So no more forward demand guys We pulled in so much forward demand that were about to go backwards. Go figure What about if we unleash buy now pay later loans for the consumer We did that already We CDO square it 🤔🤫😈 Student loan forgiveness Did that bro and aint coming back with Big Orange Hiring more We at fuel employment bro Housing They cant afford it dawg Uhhhhhhh gig jobs Thats how they been surviving bro since 2020 ARTIFICIAL"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 04:52:30 UTC XXX followers, XXX engagements

"@Rainman420420 @RTNBA @ZachLowe_NBA Hes going to put on a show this year and shut up the doubters. I already laid out his shotting stats compared to DBook. Basically the same except Booker was starting right as a rookie. Cam had to sit behind Kyrie Harden"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:30:43 UTC XXX followers, XXX engagements

"$TLT $DXY Consumer loans and auto loans and bnpl doordash and you think the consumer is healthy You think high housing prices are a signal of a strong consumer WHEN MOST YOUNG PEOPLE DONT OWN A HOME LOL The K-shape economy is giving deflationist and inflationistas the perfect Rorschach test. Both have good data and arguments for their cases but ultimately deflation is going to win. Funding trouble leads to high yields which looks like it is signaling inflation but it is not sorry. Pattern recognition is not reasoning. Ive been long risk assets all year and especially during June bottom I was"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 21:46:01 UTC XXX followers, XXX engagements

"$XYZ $PYPL $XRP $BTC 6/30 was when I posted my spidey sense were tingling on block and paypal. I fucking told ya lmfaoo. I also told ya Ripple was the better play but idk man all I do is repeat myself write fluff & am seemingly obnoxious 😂😂😂😂😂😂😂 Yet Im out here giving alpha for free 🤷♂🤷♀🤷🤷♀🤷♂🤷🤷♀🤷♂"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 21:58:40 UTC XXX followers, XXX engagements

"$DXY They just moved it around state banks are doing what SAFE used to do. They got accounts in Belgium Luxembourg Caymans. This is just confirmation bias. Anybody who really wants to see Chinas dollar holding would have to do some serious work. Even Brad Sester or Michael Pettis who live this China shit would have trouble telling you where China has moved its dollars. Yeah it might not be in as much treasuries right now but they still are very very very much married to the dollar. Its been one of the most successful shotgun marriages in history"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 06:04:23 UTC XXX followers, XXX engagements

"Devin Booker who cant sniff playoffs without CP3 Devin Booker who broke above XX% fg after X years starting Cam at XX% in his SECOND YEAR STARTING getting minutes. Dude learned from Harden Kyrie and KD who AL COSIGNED HIS ABILITY. You think this guy didnt learn from them goats Ya gonna see what my boy does this year"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:16:11 UTC XXX followers, XXX engagements

"$WTI $BRENT Escalate to deescalate to escalate again. People want declarative wins like in the times of Napoleon we dont live in that world anymore. Its all about boiling the frog in terms of what is acceptable to the public to prepare them for what is to come decisions that have been decided already hypernormalization. The US let Iran smuggle HEUs out before the strikes. It wasnt for show it was to escalate to deescalate to then later escalate again. You let cornered dogs escape or their attack becomes unpredictable & dangerous. Iran has now moved their HEUs somewhere secure albeit where all"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 03:48:37 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $DXY $GDX $GC $GLD $DXY $TLT $TSLA $APPL $AMZN $MSFT $META $GOOG $NVDA July Seasonality is strong b/c it is the midpoint in the year so people chase who were underallocated. Nobody is going to chase from here though idc how low positioning is. Options are oversupplied on both tails limiting big moves in either direction. Peak buyback blackout window. Peak Summer low volume everybody on vacation. Uncertainty on Feds path Jackson Hole is not until August (this one is going to be BIG theyre usually duds). Every big economic report this month is already well hedged for. Big earnings"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 07:05:47 UTC XXX followers, 1419 engagements

"$DXY $SPX $NQ $TLT $GDX $GLD $GC $BTC $EURUSD $USDJPY $GOOG $XRP Global Carry Trade Squeeze Dollar the Galactus is Hungry for Global M2 💵💶💷💴💴💷💶💵💵💶💷💴💴💷 Mag X Season 2018-2019 Redux -gold short bonds long stocks long crypto long dollar long Before. REPOCALYPSE XXX Do you think thats air youre breathing"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 19:27:02 UTC XXX followers, XXX engagements

"$AMD $NVDA $SMIC I wonder who has been talking about how Nvidias H20 chips are known for their INFERENCING And how Deepseek changed the game and showed that it is all about INFERENCING And how INFERENCING IS BECOMING COMMODITIZED I post a lot and write a lot about a lot of different things I may have moments of delusions of grandeur ass clownery & pure fuck boy Tom Foolery But in totality Im a pretty interesting reaaaaaad 😂😂😂😂 Buy the pull back in the Semis. AMD & SMCI are my top semi investments. But dont chase from here just wait for the dip to buy my boys & gals"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 00:46:39 UTC XXX followers, XXX engagements

"RIP Jake Gyllenhaal gave his life for this performance and it truly was a masterpiece"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:36:11 UTC XXX followers, XXX engagements