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@dampedspring Avatar @dampedspring Andy Constan

Andy Constan, a market expert, has returned to Twitter after a two-week break, reintroducing himself and expressing his enthusiasm to contribute to the platform again. He has been sharing his insights on various market topics, including balance sheet expansions, the impact of quantitative tightening (QT), and his views on specific stocks and assets. Constan has also been engaging with other users, offering his perspectives and challenging certain views, showcasing his expertise and experience in the financial markets.

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Followers: XXXXXXX #

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Social Influence

Social category influence finance cryptocurrencies stocks technology brands currencies social networks

Social topic influence stocks #3167, inflation #487, $mstr, ai, lack of #197, crypto, spx, business, solar, silver

Top accounts mentioned or mentioned by @bobeunlimited @dannydayan5 @fejauinc @lynaldencontact @derivativesdon @blacklioncta @cnbcfastmoney @jamcroissant @econstratpb @saylor @stevemiran @nickgiva1 @profplum99 @melissaleecnbc @fedguy12 @danielsimonyi @karenfinerman @bickerinbrattle @jimmyjude13 @warrenpies

Top assets mentioned Strategy (MSTR) JPMorgan Chase (JPM) Oklo Inc. (OKLO) Netflix Inc (NFLX) Berkshire Hathaway Inc. (BRK.A) NVIDIA Corp. (NVDA) USDC (USDC)

Top Social Posts

Top posts by engagements in the last XX hours

"Ai in space is a stupid idea. Just checking vs ISS size and weight and solar array"
X Link 2025-12-10T17:20Z 182.9K followers, 15K engagements

"Silver and gold decorations (and some ROW stocks in their own currency) on every Christmas tree"
X Link 2025-12-12T15:19Z 182.9K followers, 29.9K engagements

"TGA is so large because bills outstanding is so large. Currently the US Treasury has roughly 6.4TN of bills outstanding. Bills require refinancing frequently. In fact every X days bills redemptions are 550BN on average over the last X months. The Treasury General Account is as large as it is because of this X day number. The logic is that in the event of a X day closure the TGA will be large enough to meet obligations of the government without issuance. BY FAR the biggest obligation over a X day period is paying off bills holders. By cutting the bills outstanding from XX% today to XX% the"
X Link 2025-11-13T14:36Z 182.3K followers, 134.3K engagements

"Sure let's increase reserves by XX% in six months for absolutely no reason at all. Thanks BofA. Stocks gold BTC rip higher. Long end blows up as inflation expectations explode higher. Economy roars and inflation goes to 4%"
X Link 2025-12-08T11:01Z 182.3K followers, 26.5K engagements

"What the heck happened $JPM"
X Link 2025-12-09T17:57Z 182.3K followers, 59.8K engagements

"@bullfornow1960 I think that's completely wrong"
X Link 2025-12-10T18:47Z 182.3K followers, XXX engagements

"@Cambridge382404 @WIJGalt13 Price of house up is the negative. Mortgage rate down if they are successful is the positive"
X Link 2025-12-10T23:09Z 182.3K followers, XXX engagements

"The $MSTR story is in the short strokes of its evolution. DAT companies have been fully unmasked as entirely dependent on selling over priced common shares to suckers. Thats done. hundreds of billions of capital sits ready at any time to short these stocks and buy the underlying coin at 1.3-1.5MNAV. What is left is a set of companies that will do stuff to leverage themselves to buy more coins and offer shares at any MNAV Premium to continue to buy coins. TBH its now pretty boring stuff. MSTR isnt going to blow up nor is it going to be forced to sell its BTC unless BTC goes XX% lower than"
X Link 2025-12-02T14:44Z 182.3K followers, 26.4K engagements

"$OKLO. Just the next one with a 1.5BN ATM raise. Everyone needs to pay you Tuesday for a hamburger today. Nuclear power AI Data centers crypto DATS governments lots of promises of spending all need funding"
X Link 2025-12-04T23:16Z 182.3K followers, 13.3K engagements

"AOL buys Warner. Oops Meant $NFLX buys Warner"
X Link 2025-12-05T12:10Z 182.3K followers, 55.1K engagements

"Rip SPX inclusion $mstr. Lol as if"
X Link 2025-12-05T22:24Z 182.3K followers, 28.6K engagements

"Really You're better than this my friend. Berkshire Hathaway has operating cash flow of businesses it owns XXX% of 30BN per year. $MSTR has negative free cash flow and zero chance of becoming cash flow positive. It is an awful look for a guy with a great understanding of BTC for you to side with people who think MSTR anything other than a leveraged ETF or CEF. You are way way smarter than that"
X Link 2025-12-05T22:31Z 182.3K followers, 28K engagements

"It's an export tax. Not a revenue share. $NVDA"
X Link 2025-12-08T22:18Z 182.3K followers, 20.1K engagements

"@TXMCtrades Name a great current musician who produced his or her best stuff at an age older than XX Our minds dull I'm afraid"
X Link 2025-12-10T14:51Z 182.3K followers, 8479 engagements

"@LynAldenContact He wasn't specific about the post emergency version. But NYFRB mentioned significantly reduced. 40BN includes MBS runoff so that really 22-24 of emergency for tax day and then substantially is at least half imho leaving 10BN of maintenance RMO"
X Link 2025-12-10T23:25Z 182.3K followers, 6141 engagements

"@RobertLBurns61 Yield is overrated"
X Link 2025-12-12T01:04Z 182.4K followers, XXX engagements

"@DerivativesDon @ces921 From a money standpoint it is pretty irrelevant. But 40BN of bill purchases does place pressure for those receiving the deposit to find another asset. Whomever sells them that asset needs another asset etc"
X Link 2025-12-11T20:49Z 182.8K followers, XXX engagements

"@GrandusDeux There are two ways for people in USD (or any other currency) ROW stocks. Spend USD and buy a ROW asset (USD based ETF). Or spend USD and buy a currency hedged ROW asset (Hedge ETF or fund)"
X Link 2025-12-12T15:45Z 182.8K followers, XXX engagements

"@sweinand @TheIronEThat1 Buying TBIlls to reinvest proceeds from MBS runoff + buying 40BN of tbills for RMO"
X Link 2025-12-12T17:17Z 182.8K followers, XXX engagements

"Our view on RMP vs BofA's asshat view 7.5Bn vs 45BN"
X Link 2025-12-08T12:11Z 182.8K followers, 38.4K engagements

"Santa rallies are based on X. Chasing outperformance X. Lack of selling of top performers to differ taxable gains. Santa is bringing precious metals and foreign stocks denominated in the local currency this year. Coal for the rest of you"
X Link 2025-12-08T14:02Z 182.9K followers, 48.6K engagements

"We made this TikTok Ina Garten brownie pudding recipe last night. It came out perfectly according to recipe and tiktok and it was awful. Not as good as a pudding mouse brownie or lava cake. Just underbaked batter"
X Link 2025-12-10T11:47Z 182.9K followers, 381.2K engagements

"I mean we could let's bring back World War II"
X Link 2025-12-10T21:47Z 182.9K followers, 20.4K engagements

"There goes the teaser that folks thought was interest in USDC when it was always just a teaser"
X Link 2025-12-10T23:19Z 182.9K followers, 12.2K engagements

"Wordle 1636 4/6* 🟩🟨 🟩🟩 🟩🟩🟩 🟩🟩🟩🟩🟩"
X Link 2025-12-11T09:28Z 182.8K followers, 8029 engagements

"Reserves are going up a bit faster than my expectations and a bit slower than BofA's expectations until May. Then they probably go up in line with my expectations. But the big deal is increases in reserves is a push liquidity injection NOT a pull. Meaning it only impacts assets if animal spirits want assets and couldn't get the because of liquidity scarcity. Those who want assets hasn't change overnight and their ability is to leverage up was not constrained. Pushing on a string"
X Link 2025-12-11T11:09Z 182.8K followers, 20.5K engagements

"Maximum debasement. 40+ MBS. Tip of the hat to BofA You wonder why gold is up and USD down"
X Link 2025-12-11T20:33Z 182.9K followers, 21.9K engagements

"RMP at 40BN per month for 4months = BTFP Except BTFP had actual bank stress where RMO has none Gold was 1800 now 4280 SPX was 3800 now 6900 BTC was 20K now 92k Inflation and economic activity were meaningfully weaker. Banks were literally going out of business Same reserve injection but no stress BUT much heavier lift for stocks gold and crypto given the "valuation" Terrible for bonds"
X Link 2025-12-11T22:24Z 182.9K followers, 15.7K engagements

"Added gold row stocks commodities and a tiny bit of U.S. equities today with some cash. Bonds are no touch"
X Link 2025-12-11T22:27Z 182.9K followers, 40.5K engagements

"Why is it so hard for Trump to understand that the Best Economy in the world should have high real rates low "credit" risk and inflation that's a policy choice I know the answer is that he has raised a lot of debt before as a private business and credit spreads represent "goodness" but jeez"
X Link 2025-12-12T21:18Z 182.9K followers, 47.4K engagements

"@DrJStrategy You seem pretty confident that Trump and Bessent can manipulate the narrative in such a way that 100's of trillions of savers just play ball. Why is that. What historical example gives you confidence that politicians can engineer the economy and markets to their liking"
X Link 2025-12-13T23:52Z 182.9K followers, 9959 engagements