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@joetiltmacro Avatar @joetiltmacro Tilt Macro ™

Tilt Macro ™ posts on X about liquidity, balance sheet, cuts, history the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XX #

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Social Influence

Social category influence finance cryptocurrencies automotive brands

Social topic influence liquidity #2185, balance sheet #1561, cuts #1157, history, fed, the world, fed cuts, rate cuts, revive, inflation

Top Social Posts

Top posts by engagements in the last XX hours

"@DrJStrategy The history point is right balance-sheet contraction always hits a wall in a leveraged system. The difference now is where the wall is. With SOFR EFFR and reserves near the floor the Fed isnt easing to boost demand; its easing to keep funding from seizing"
X Link 2025-12-11T13:26Z XX followers, XX engagements

"Feels right. The disinflation tailwind is fading just as liquidity gets more constrained. Even where cuts are priced funding hasnt loosened SOFR still sitting slightly above EFFR says the plumbing is tight. Thats a tougher backdrop for risk than the last cycles easy easing"
X Link 2025-12-12T13:13Z XX followers, XX engagements

"Shiller P/E worked when higher rates could cool markets without breaking government finances. Thats no longer the world were in. Today funding stress gets fixed before valuations are allowed to reset. Watch the plumbing: SOFR EFFR = stress Fed cuts = maintenance Valuation never gets the chance"
X Link 2025-12-12T05:29Z XX followers, XX engagements

"@LizAnnSonders Sales softening alongside an inventory rebuild is a classic late-cycle tell especially against a still-tight liquidity backdrop. Markets tend to notice this only once margins start to feel it"
X Link 2025-12-12T13:17Z XX followers, XX engagements

"@dlacalle_IA Rate cuts hitting rising yields = fiscal dominance. When deficits supply and credit risk drive the curve the policy rate stops mattering. The bond market is repricing the sovereign not the cycle"
X Link 2025-12-08T19:13Z XX followers, XXX engagements

"Markets are pricing easing but the plumbing is still tightening. MOVE is low because the market thinks rate cuts revive liquidity. But the cut is arriving with SOFR above EFFR collateral tight and the balance sheet pinned. Vol is quiet for reasons that shouldnt make anyone comfortable"
X Link 2025-12-09T13:02Z XX followers, XX engagements

"@LizAnnSonders @AndreasSteno @NewYorkFed Inflation expectations arent blowing out but theyre not melting lower either. Holding a X% floor into policy easing tells you the system is absorbing more demand than headlines imply. The tame read hides a stickier regime underneath"
X Link 2025-12-09T13:13Z XX followers, XX engagements

"Beta ripping vs quality while BTC bases isnt about PMIs nothing meaningful has printed. Its the market front-running easier policy: falling real yields looser conditions and rate-cut expectations. If that liquidity tone holds BTC usually follows. If not the signal dies quickly"
X Link 2025-12-09T14:30Z XX followers, XXX engagements

"CDS widening on the AI giants makes for good charts but its still the kind of risk that fits under a magnifying glass not a microscope. Until spreads move out of the rounding-error zone the story isnt default risk its how much leverage the AI buildout can take before credit actually cares"
X Link 2025-12-09T19:28Z XX followers, XX engagements

"@LynAldenContact Really interesting shift. Do you think this establishes a new floor for reserve supply where the monthly bill purchases become a structural feature rather than a temporary liquidity patch"
X Link 2025-12-10T20:07Z XX followers, 1963 engagements

"Repo isnt risk-on here its the opposite. With SOFR above EFFR reserves are tight enough that the Feds bill buying is just keeping funding markets from binding. In that environment dollars dont get pushed out the risk curve they recycle back into deposits and reserves. Its plumbing maintenance not stimulus. Thats why repo can rise without a risk-on response: the system is stabilizing itself not expanding into more risk"
X Link 2025-12-11T22:30Z XX followers, XX engagements

"@QuintenFrancois QE is a loaded word. Bill purchases here look more like plumbing maintenance offsetting reserve scarcity not liquidity being pushed out the risk curve. With SOFR still hovering above EFFR funding remains tight even as the balance sheet stabilizes"
X Link 2025-12-12T14:01Z XX followers, XX engagements

"Gold didnt fail it specialized. Its not a payments rail; its a reserve asset. Confusing payments with money misses the point. We dont settle invoices in gold and we dont settle them in central bank reserves either. Fiat moves transactions; gold anchors confidence when issuer trust matters"
X Link 2025-12-12T14:08Z XX followers, XX engagements

"Worth separating balance sheet mechanics from risk-on liquidity. Bill purchases here are about plumbing offsetting reserve scarcity and keeping funding markets functional not the 2010s-style QE that pushed liquidity out the risk curve. With SOFR still slightly above EFFR liquidity is being recycled inside the system not unleashed into assets. Stabilization stimulus"
X Link 2025-12-12T17:27Z XX followers, XX engagements