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@MilkRoadMacro Avatar @MilkRoadMacro Milk Road Macro

Milk Road Macro posts on X about macro, china, tariffs, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance XXXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% stocks XXXX%

Social topic influence macro #110, china #2704, tariffs #457, stocks 2.45%, housing market #93, debt #2260, $eth #1919, intro 1.23%, fed #1059, up the XXXX%

Top accounts mentioned or mentioned by @milkroaddaily @fedex_trader @tomasonmarkets @dannydayan5 @fedextrader @meluncare @whitehouse @tgmacro @ashcryptoreal @barchart @m3melody @kalshi @meimeiratnasari @popprick @bitcoinjesus17 @doctorjeep33 @davidbrickell80 @apompliano @kobeissiletter @globalflows

Top assets mentioned Ethereum (ETH) Noble Corporation (NE) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"JUST IN: ISM Manufacturing PMI came in at XXXX (vs. XXXX expected). Were still waiting for a print above XX to confirm the start of altcoin season. Not there yet but were getting closer"
X Link @MilkRoadMacro 2025-09-02T14:17Z 4362 followers, 5552 engagements

"The S&P XXX just hit its 29th all time high of 2025. For all the talk of slowdowns rate cuts and debt stress US equities keep printing new records. When stocks are this resilient risk assets across the board including crypto have room to run"
X Link @MilkRoadMacro 2025-10-03T13:00Z 4371 followers, 7686 engagements

"This correlation is almost spooky. The Russell 2000 (small cap equities) and $ETH are basically moving in sync. Both are highly sensitive to interest rates. With 4+ consecutive cuts on the horizon. Expect both of them to move up in tandem"
X Link @MilkRoadMacro 2025-10-07T18:22Z 4370 followers, 9423 engagements

"Why The Market Is Exploding While The Economy Crashes w/ @HenrikZeberg Weve hit the iceberg. The ship just hasnt sunk yet. Henrik says the bull run is masking a collapsing economy. Heres what hes watching and why hes still long risk for now. Tune in to know more TIME POINTS 00:00 Intro 01:40 Macro Trends: The Big Picture 07:48 Zebergs Business Cycle Model 12:18 The Iceberg Metaphor Explained 16:06 Bull Run or Bubble Asset Outlook 19:21 Dollar Bottom + Singapore Top Signal 24:05 Why Liquidity Cant Save Us This Time 30:55 Will AI Save the Economy 36:20 Henriks Portfolio Playbook 44:06 Wrap-Up"
X Link @MilkRoadMacro 2025-10-09T18:38Z 4370 followers, 2867 engagements

"Whether its global M2 supply or overall liquidity. Its all rising. The upswing that started in late 2022 is still going strong. But the big question remains: "When will this rise stop" Historically every major global M2 downleg (201112 2014 2018 202122) has coincided with a rising U.S. dollar. So if you can time the next dollar move up. You can likely time when global liquidity starts trending down. Right now the dollar looks pretty bottom-ey which is slightly concerning. We expect it to climb slightly in the medium term before heading lower again. Keep an eye on the dollar"
X Link @MilkRoadMacro 2025-10-10T12:09Z 4374 followers, 8480 engagements

"Last week wasnt a crash it was a reset. The kind every bull market needs before it can go higher. Stocks crypto even bonds were all moving up and it looked stable but they were quietly overleveraged. When China tightened export controls and Trump revived XXX% tariffs volatility finally woke up. Systematic funds flipped from buying to selling overnight dumping risk to stay inside their models. Prices fell fast but nothing broke just leverage being forced out of the system. In every extended bull cycle these volatility resets are what keep the structure healthy. They drain excess leverage reset"
X Link @MilkRoadMacro 2025-10-14T18:00Z 4376 followers, 5303 engagements

"The US Treasury rebuilt its cash pile (TGA) after the debt ceiling drama. To do that it pulled $500bn out of the system a direct drag on market liquidity. That drain cut into bank reserves pushing them toward the danger zone that triggered the 2019 repo crisis. Stress signals like SOFR spreads have already ticked higher. If reserves fall too far the Fed wont have a choice. QT (balance sheet runoff) will have to end. The real question: does the Fed step in early or do they wait until the system breaks first The TGA rebuild is nearly done. Liquidity stops draining. And if QT ends soon the"
X Link @MilkRoadMacro 2025-10-02T16:00Z 4382 followers, 5828 engagements

"Home sales are at a 30-year low. And its all because of affordability. Housing prices keep climbing but wages just cant keep up. The median home price in the U.S. is now $420000 while the median household income sits at $80000. h/t @barchart for the chart"
X Link @MilkRoadMacro 2025-10-16T13:34Z 4382 followers, 3177 engagements

"While everyone's talking about yet another crypto dump. No one is talking about why it's happening. The main reason is rising tensions between US and China. By now we all know that Trump threatened XXX% tariffs but then walked back on it two days later. Everyone thought markets had reset but China didn't take this lightly. China retaliated with sanctions on US shipping and probes. Starting October XX China imposed a XXX yuan ($56) per ton fee on US-owned operated or built ships docking at its ports. China is retaliating hard against the US. Markets are now pricing in this escalation and thats"
X Link @MilkRoadMacro 2025-10-17T11:21Z 4382 followers, 18.6K engagements

"@m3_melody If you want learn more about the housing market. Subscribe here:"
X Link @MilkRoadMacro 2025-10-17T20:00Z 4383 followers, XXX engagements

"Scarce reserves are just the setup. The real story is what happens when the Fed pivots and why the next move could send risk assets flying:"
X Link @MilkRoadMacro 2025-10-02T16:10Z 4381 followers, 2527 engagements

"China weaponized its rare earth exports. Trump hit back with XXX% tariffs on all Chinese goods and within hours nearly $1T in value was wiped from global markets. Then came the reversal. Trump softened his tone and risk assets rebounded. $ETH was one of fastest to recover now trading around $4100. This wasnt speculative froth it was structural demand holding the floor. Thats why we believe Ethereum breaks its all time high before year end and were taking that bet 👇"
X Link @MilkRoadMacro 2025-10-15T16:30Z 4382 followers, 5832 engagements

"@Barchart If you want learn more about the housing market. Subscribe here:"
X Link @MilkRoadMacro 2025-10-16T15:11Z 4382 followers, XXX engagements

"Here's a quick review of the market chaos over the weekend: X. China weaponised their entire rare earth supply chain. X. To retaliate Trump announced XXX% tariffs on China. X. Risk assets (crypto and S&P 500) saw a sharp crash on Friday. X. Crypto prices stayed down for the weekend until. X. Trump came out and said "Don't worry about China it will all be fine" on Sunday. X. This then pushed crypto prices back up on Sunday. X. When the US market opened today S&P XXX ripped XXX% while Nasdaq surged X% This weekend was just a blip in the timeline. We're now back to normalcy"
X Link @MilkRoadMacro 2025-10-13T15:15Z 4382 followers, 5440 engagements

"@Ashcryptoreal Right now there's a X% chance that a 50bps rate cut will happen this month"
X Link @MilkRoadMacro 2025-10-16T12:14Z 4382 followers, 5189 engagements

"China controls over XX% of the worlds refined rare earth supply. The materials that power everything from EV motors to F-35 fighter jets. Last week they threatened to weaponize it and Trump fired back with XXX% tariffs on Chinese goods. Thats not just posturing its a direct shot at the worlds most critical supply chain. Rare earths arent actually rare theyre just hard and dirty to process. The West let China take the lead because it didnt want the pollution and now Beijing holds all the leverage. If China restricts exports the fallout would hit defense tech and manufacturing all at once. Both"
X Link @MilkRoadMacro 2025-10-16T16:00Z 4382 followers, 2954 engagements

"This isnt about metals its about power. Today @TomasOnMarkets explains the stakes the data and what it means for investors heading into the next leg of the macro cycle 👇"
X Link @MilkRoadMacro 2025-10-16T16:10Z 4382 followers, 1614 engagements

"UPDATE: S&P XXX rises sharply after Trump says XXX% tariffs on China will NOT remain. Expect this pump to trickle into the crypto market as well"
X Link @MilkRoadMacro 2025-10-17T12:19Z 4382 followers, 6221 engagements

"According to @Kalshi the US government shutdown will last almost XX days. This would make it the longest government shutdown EVER. Let's just say Trump loves breaking records"
X Link @MilkRoadMacro 2025-10-16T17:30Z 4382 followers, 3102 engagements

"While there are chances that QT will end soon. This does NOT mean that QE will restart immediately. Our guess is that the FED will increase their balance sheet extremely slowly probably at pace with GDP growth. A step in the right direction but still a long way to go"
X Link @MilkRoadMacro 2025-10-15T12:30Z 4382 followers, 7451 engagements

"Retail vs Wall Street: Why The Odds Are Stacked Against You w/ @bennpeifert Democratizing finance sounds noble. But what if its just Wall Streets latest trap for retail Benn explains why that narrative is a red flag and how the real game is played. Tune in to know more TIME POINTS 00:00 Intro 01:15 What Is a Volatility Fund 03:14 Futures vs Options Explained 05:40 Why Retail Loves Options 08:28 How Retail Changed the Market 10:29 Democratizing Finance or a Trap 14:04 The Rise of Perpetual Futures 18:54 How Leverage Wrecks Retail 21:23 Could Stocks Crash Like Crypto 24:14 Should Crypto Add"
X Link @MilkRoadMacro 2025-10-16T16:17Z 4382 followers, 4381 engagements

"@Kalshi Here's how past shutdowns moved crypto gold & stocks:"
X Link @MilkRoadMacro 2025-10-16T20:00Z 4382 followers, XXX engagements

"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"
X Link @MilkRoadMacro 2025-10-17T13:10Z 4382 followers, XXX engagements

"This was by far our best performing podcast to date. @m3_melody breaks down why the housing market is headed for yet another crisis"
X Link @MilkRoadMacro 2025-10-17T17:00Z 4382 followers, 3195 engagements

"The latest hot topic is "rare earths" So we figured we'd share about we know about it: - Theyre a group of XX metallic elements - Names sound straight out of sci-fi movie: Samarium Yttrium Lutetium. - Most mining happens in one Chinese city: Bayan Obo But heres the kicker: Over XX% of the worlds rare earth supply comes from China. And despite the name theyre not actually rare. Other countries just dont mine them because its insanely polluting. So everyone let China handle the dirty work And now its coming back to bite them"
X Link @MilkRoadMacro 2025-10-18T15:08Z 4382 followers, 2845 engagements