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@kashyap286 Avatar @kashyap286 Kashyap Sriram

Kashyap Sriram posts on X about debt, bitcoin, $nvda, stocks the most. They currently have XXXXXX followers and 2395 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance stocks cryptocurrencies countries technology brands exchanges currencies events celebrities

Social topic influence debt #1031, bitcoin, $nvda #735, stocks, india, gdp #93, mining, losses #562, nvda #159, has been

Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Credit Suisse Group (CS) CoreWeave, Inc. (CRWV) Strategy (MSTR) Convex Finance (CVX) Orla Mining Ltd. (ORLA) Franco-Nevada Corporation (FNV) Apollo Global Management, Inc. (APO) USDC (USDC) Exxon Mobil (XOM) CEREAL (CEP) Solana (SOL) Barrick Gold Corp. (GOLD) BHP Group Limited (BHP) Interactive Brokers Group, Inc. (IBKR) Robinhood Markets, Inc. (HOOD) Costco Wholesale Corporation (COST) Metadium (META) Blackstone, Inc. (BX)

Top Social Posts #

Top posts by engagements in the last XX hours

"The March 2023 deleveraging event ended quickly because: - The Fed and Treasury introduced the Bank Term Funding Program - US government borrowing drained the reverse repo account instead of crowding out private debt - Credit Suisse and First Republic were saved - It was preceded by a much bigger deleveraging episode in the second half of 2022 Consensus opinion is Friday's sell-off will be quickly recovered. My opinion: the macro environment has changed"
X Link @kashyap286 2025-10-13T06:43Z 21.8K followers, 3844 engagements

"Below is from Howard Marks' compendium of XX years worth of investor memos. The ballooning of convertible debt mutual funds in that era is eerily reminiscent of the growth of private credit this century. Private credit players have "poisoned the well" and tried to get retail to drink the water. The share price of the major players shows no one is biting. The unwind will be swift"
X Link @kashyap286 2025-10-15T04:19Z 21.8K followers, 3520 engagements

"@sunny051488 Because someday it'll go down XX% and you'll disappear from X"
X Link @kashyap286 2025-10-13T05:32Z 21.8K followers, 1309 engagements

"Gasoline is a leading indicator. NBER data is a lagging indicator. Without all the AI malinvestment US GDP grew just XXX% in the first half of 2025. Data center investment accounted for a whopping XX% of GDP expansion - this is bigger than the railroads mania subprime and dotcom. If you remove the revenue round tripping from the data GDP growth is already negative. I wouldn't second guess this price action - this is a time to be completely out of oil nat gas heating oil and gasoline futures"
X Link @kashyap286 2025-10-12T01:25Z 21.8K followers, 11.9K engagements

"Orla Mining $OLA.TO $ORLA is seeking $XXX million in damages from Panama. Everyone's paying attention to First Quantum $FM.TO and Franco Nevada's $FNV case against Panama. If they win the probability of Orla getting a settlement goes up. At a market cap of $XXXX billion this is not priced in. "In March 2024 the Company filed a Notice of Intent to Arbitrate with the Government of Panama under the Canada-Panama Free Trade Agreement (the "FTA") in respect of the Cerro Quema Project. The Notice of Intent asserted that certain measures taken by Panama constituted violations of Panama's legal"
X Link @kashyap286 2024-08-13T03:28Z 21.8K followers, 2370 engagements

"@nicrypto There's no such thing as 'investing' in crypto. Speculation or gambling is more like it"
X Link @kashyap286 2025-10-12T06:07Z 21.8K followers, 6476 engagements

"New report out for subscribers. Link to free preview below"
X Link @kashyap286 2025-10-12T12:36Z 21.8K followers, 5640 engagements

"- Orsted stock plummets after Trump blocks its wind project in the US. - $APO swoops in with an offer for its UK project saving the company from a liquidity crisis. - US Court blocks Trump reversing Orsted's doom but the uncertainty costs Orsted and benefits Apollo. This is the art of the deal. It also won't be long before companies decide to treat US as a high-risk jurisdiction and stop handing such easy profits to the dealmakers"
X Link @kashyap286 2025-09-26T10:17Z 21.8K followers, 4927 engagements

"Nvidia-backed CoreWeave $CRWV loses XX cents on every dollar in sales. The company has a working capital deficit of $XXX billion plus long-term debt of $XXXX billion. Its only asset is $NVDA GPUs which depreciate rapidly. The company survives on raising debt to fuel its losses. Yet we are supposed to believe this terribly managed business has the financial chops to become an AI venture capitalist Reading through the press release provides the answer: "CoreWeave Ventures supports founders with the resources to create impact from day one ranging from direct capital investment and"
X Link @kashyap286 2025-09-09T10:23Z 21.8K followers, 213.5K engagements

"Some guy on X just posted a pic of a Reddit post by a bitcoiner who stacked for X years and lost it all on Friday. You're right that buying bitcoin worked out for some. But Lawrence is also making a valid counterpoint - hoping and holding through XX% drawdowns destroys lives and relationships"
X Link @kashyap286 2025-10-13T13:34Z 21.8K followers, XXX engagements

"Aussie rare earth miner Lynas Corp $LYC.AX $LYSDY has put in a bottom and turned on both the daily and weekly timeframe. The catalyst was a license extension allowing it to operate its Malaysian processing facility until March 2026"
X Link @kashyap286 2023-10-25T05:44Z 21.8K followers, XXX engagements

"@bagsley_ @Convertbond What fallacy And you're new to my timeline if you think I haven't critiqued bitcoin Check my tweet on Core v Knots"
X Link @kashyap286 2025-10-13T11:11Z 21.8K followers, XXX engagements

"I'm in my hometown at a local bar and the beer I just ordered is called 'British Empire'. Huh Didn't the Indians kick the colonists out lock stock and barrel Well the Brits and Indians intermingled for four centuries. And the Madras Presidency (my hometown was the capital) was the seat of British power in the South. Several princely states (ex. Pudukkottai) were allowed to operate outside the dominion but were later annexed by modern India. British-Indian history is complicated. A beer that gets me thinking about it is a beer worth having. Cheers"
X Link @kashyap286 2025-10-05T14:29Z 21.8K followers, 4619 engagements

"@Bitcoin_Core21 @rackstm_ It's not the coin but the rigged market that's the problem. How do you not get this"
X Link @kashyap286 2025-10-13T09:03Z 21.8K followers, XX engagements

"No crying in the casino. Bitcoin has been manipulated for two years now starting from fake news of SEC approval for the ETF followed by $MSTR and @saylor pumping it with fake metrics like BTC yield Trump's Strategic Bitcoin Reserve fake news and the digital gold scamfest on social media. There is no real demand for this coin amongst the crypto users. Ordinals was the last gasp of a dying technology. All bitcoin is good for now is manipulation. Enjoy it on the way up don't cry on the way down"
X Link @kashyap286 2025-10-12T01:04Z 21.8K followers, 20.5K engagements

"@cozypront $30M in net worth and kept the whole thing in crypto He could have just as easily lost it all to a $X wrench attack. Or had his funds stolen by the RCMP which happened to TradeOgre users recently. Really this was an accident waiting to happen"
X Link @kashyap286 2025-10-12T05:50Z 21.8K followers, XXX engagements

"Venezuela claims legality over $XOM and $CVX oil fields in a disputed and highly prolific region between Guyana and Venezuela. The US military has turned its sights on Venezuela. Doesn't take a genius to connect the dots here. US refiners also need the heavy oil from Venezuela and creditors want control of Citgo's US assets. The only silver lining in this theater is that it's not happening in the Middle East"
X Link @kashyap286 2025-09-07T13:30Z 21.8K followers, 10.7K engagements

"@ehrazahmedd Their losses keep increasing. Their debt load keeps increasing. Without raising more debt (or equity) they will go bust real soon. Everyone hopes to gamble and win but that doesn't change the facts"
X Link @kashyap286 2025-10-13T12:44Z 21.8K followers, XXX engagements

"1911 Gold $AUMB.V $AUMBF is now a 10-bagger for me the first in this gold cycle. Below are a couple of excerpts from my Initiation Report on the company. I called this stock a 5-bagger in my report. Turns out I was off by a factor of X. That's a mistake I can live with. Congrats to @1911goldcorp management for dazzling investors at Beaver Creek and congrats to subscribers who followed me on this trade"
X Link @kashyap286 2025-10-09T13:46Z 21.8K followers, 2015 engagements

"From Dec '17 to Dec '20 bitcoin returned 0%. The X year CAGR would be X% and not XX% if you made this chart at that point. @Convertbond is right. Drawdowns destroy lives. And if you did buy bitcoin XX years ago there's a good chance it was all on Mt. Gox and went to zero. CAGR = -100%. Any idiot can make a chart using hindsight bias and show amazing returns. Heck if you chart bitcoin vs ethereum since the ICO it is obvious ETH is a clear winner (1 BTC = 2000 ETH in 2014 vs XXXX ETH today - why don't the bitcoin bugs ever mention this). The practical aspects of achieving the returns shown on a"
X Link @kashyap286 2025-10-13T04:50Z 21.8K followers, 31.6K engagements

"Bitcoin sits right at the lower Bollinger Band and just above critical support. @saylor is going to have to bid this up massively this Sunday to prevent the break lower - and it might still not be enough. $MSTR $CEP #Metaplanet and all the other bitcoin treasury Ponzis are already rolling over. Meanwhile the bitcoin community is calling for a hard fork over ideological differences. The conditions are perfect for a bear raid"
X Link @kashyap286 2025-09-27T08:56Z 21.8K followers, 3483 engagements

"My X year long $SOL trade has a higher total return than Larry's fund over XX years. Instead of learning to trade crypto cycles from me bro gets mad and blocks me"
X Link @kashyap286 2025-10-13T11:09Z 21.8K followers, 1357 engagements

"According to Apollo's Torsten Slok the typical US employee contributes $8500 annually to a 401K plan of which $2300 goes into the Mag 7"
X Link @kashyap286 2025-10-10T13:58Z 21.8K followers, 5808 engagements

"Scariest chart in markets today. If the yen blows the BoJ will have to raise rates or risk currency collapse. There are no easy options left. Raising rates will crash their bond market and US stocks. Currency collapse will lead to hyperinflation and chaos. The Fed can come to the rescue but bailing out Japan is not as easy as bailing out Argentina. Will the Japanese Yen be the first first-world currency to collapse in modern times"
X Link @kashyap286 2025-10-09T14:30Z 21.8K followers, 193.9K engagements

"@DarioCpx Credit Suisse was the same. They lent money to a sketchy Australian company passed it along to bagholder clients and then stupidly - guaranteed the SPV which held the debt. Not as well known as their Archegos folly but probably the dumbest decision ever made at CS"
X Link @kashyap286 2025-10-09T18:08Z 21.8K followers, 3450 engagements

"A cautionary tale for rational investors while the market cheers $NVDA funding its customers. Lucent Technologies was a go-go stock during the dotcom bubble. In 1998 Lucent and WinStar Communications signed a $X billion deal. Lucent provided the financing provided the products and expertise and reported sales. WinStar was saddled with debt and unnecessary equipment. Since Lucent controlled the purse strings the company also managed to strong arm WinStar into 'purchasing' $XXX million worth of software. When the bubble burst WinStar went bankrupt and Lucent got into hot water with the SEC for"
X Link @kashyap286 2025-09-22T17:21Z 21.8K followers, 49.9K engagements

"Asset allocation drives returns. But what drives asset allocation The macro The Holy Macro Show which @JasonP138 and I host every Friday at XX am ET is all about the macro. What macro regime are we in How to identify that and use it to make allocation decisions We cover this every week. This week we also talked about different trading styles and finding what works. And address these topics: - Why is $XLE lagging - When will it be time to sell gold miners - Why I prefer mining stocks over crypto even though both will do well long term"
X Link @kashyap286 2025-10-04T11:39Z 21.8K followers, 4053 engagements

"In 2011 Barrick Gold $GOLD paid a monster C$7.3 billion - in cash - to acquire Equinox Minerals. That deal along with the IPO of Glencore $GLEN.L marked the top of the commodity bull market. Looking at $BHP and Lundin Mining $LUN.TO $LUNMF bid C$4.1 billion for Filo Mining $FIL.TO $FLMMF - a XX% premium - gives me the same eerie feeling. These mega acquisitions rarely work to the buyer's advantage. Newmont $NEM is still reeling from its ill-advised acquisition of Goldcorp. Kinross has a permanent black eye due to its misadventure with FDN. SSR Mining $SSRM gambled away the family silver when"
X Link @kashyap286 2024-07-30T05:25Z 21.8K followers, 2655 engagements

"Cantor thinks $NVDA is worth $XXX trillion. That's more than the GDP of Japan India and Germany. Cantor's "This is not a bubble" statement is going to be as infamous as Bernanke's "sub-prime mess is grave but largely contained""
X Link @kashyap286 2025-10-09T12:13Z 21.8K followers, 36.2K engagements

"@ehrazahmedd Bankruptcy courts don't care about intentions but about creditor recovery. "Strategic scaling losses" is a nice buzzword but doesn't change the fact that this company is a loss-making capital sinkhole and is highly levered"
X Link @kashyap286 2025-10-13T12:52Z 21.8K followers, XXX engagements

"@Kapitalizzum He was the only one on Wall Street to turn bearish in 2022. At the highs not the lows"
X Link @kashyap286 2025-10-13T12:58Z 21.8K followers, XXX engagements

"@theBuoyantMan Buying options is legal but iirc $IBKR doesn't allow it. TD Ameritrade (now Schwab) and Saxo Capital do however. If you have a bank account outside India you can use Wise to save on FX and wire fees"
X Link @kashyap286 2025-10-09T13:25Z 21.8K followers, XX engagements

"Private credit is dealing with losses. The Japanese Yen is sending a distress signal. Gasoline is indicating recession risk. Sand Hill Road OGs are calling out the AI accounting fraud. Quant land is worried. MSM is taking great pains to claim there is no bubble. Meanwhile $HOOD clients are YOLOing into US stocks at ATHs. Mr. Gurley's post is significant. After Peter Thiel's warning Silly-con Valley Bank $SIVB didn't last a week. Granted most stock flows are now passive but that just means investors will be slow to react once the crash begins. Better a day early than a week too late"
X Link @kashyap286 2025-10-10T07:46Z 21.8K followers, 14.5K engagements

"The Taylor Rule was proposed in 1992 the same year New Zealand adopted its official X% a year inflation target which the rest of the world blindly followed. In 2009 bitcoin was introduced as a cypherpunk Taylor rule - initially promising a lot of inflation but decreasing over time as adoption grew. Like a cheese sample at Costco bitcoin was freely handed out to anyone who generated a wallet address. The goal: to get techies familiar with using a new protocol and self-custody. The value proposition was simple: this was a currency for the internet era but better than previous cypherpunk ideas"
X Link @kashyap286 2025-10-13T06:11Z 21.8K followers, 3629 engagements

"Hyperscalers are spending XX% of operating cash flow on capex. This number can go higher but remember $META had to raise debt in 2022 when the market tanked. If nothing else spending it all on capex and buybacks isn't prudent simply because markets are cyclical"
X Link @kashyap286 2025-10-13T06:22Z 21.8K followers, 5170 engagements

"@ramahluwalia Ram look at gasoline on the weekly. News failure event with $CVX refinery explosion. I'm tilting cautious on heightened recession risk"
X Link @kashyap286 2025-10-13T05:28Z 21.8K followers, XXX engagements

"@Convertbond Addendum: Crypto is great if you know what you're doing. I dislike how it's being marketed to retail as a get-rich-quick scheme not the tech that's actually being worked on"
X Link @kashyap286 2025-10-13T04:54Z 21.8K followers, 1669 engagements

"Will PE giant Blackstone $BX bounce or follow its peers lower It's the alternatives era. We buy assets then we make them better." - Blackstone holiday video (no I'm not kidding). My addition: "When we don't we bankrupt the company (after doing a dividend recap) then buy it back cheap from bankruptcy court.""
X Link @kashyap286 2025-10-09T09:12Z 21.8K followers, 1726 engagements

"Since this graphic was created $ORCL is looking to raise another $XX billion in debt. $CRWV has a D/E ratio of XXX% and unlike mature tech companies it is on a doom loop of raising debt in order to cover operating losses. $NVDA has a ton of debt but they have hidden $XXXX billion off-balance sheet. Re-working to include that the D/E ratio spikes to 86%. The AI bust will be a bigger blow for private credit than the First Brands bankruptcy"
X Link @kashyap286 2025-10-13T04:19Z 21.8K followers, 29.6K engagements

"@Bryan48Brian @Cointelegraph Crypto not bitcoin. BlackRock is tokenizing US treasuries on the blockchain in order to help the Trump administration add to the deficit. Global central banks are seeing the US pump crypto and moving further towards gold"
X Link @kashyap286 2025-10-14T06:49Z 21.8K followers, XX engagements

"@hkuppy @DylanLeClair_ Might be too late for that. @DylanLeClair_ timed the cycle perfectly with the #Metaplanet bitcoin treasury hype last year"
X Link @kashyap286 2025-10-13T05:07Z 21.8K followers, XXX engagements

"Move aside Cantor. HSBC is now the biggest $NVDA cheerleader valuing the company at $XXXX trillion. This frenzy of elevating price targets reminds me of the $SMCI mania last year"
X Link @kashyap286 2025-10-15T11:41Z 21.8K followers, 4769 engagements

"Gasoline is at a critical level. US gasoline stocks are higher than year ago levels. News of refinery fires and shutdowns hasn't caused an uptick in price. First Brands bankruptcy indicates demand may decrease. If gasoline breaks down a US recession is confirmed"
X Link @kashyap286 2025-10-10T04:59Z 21.8K followers, 15.1K engagements

"Why is copper blasting higher $HG_F Anglo American $AAL.L and First Quantum $FM.TO have together taken X% of copper supply off the world market. Teck's $TECK QB2 expansion has been delayed and is facing significant cost overruns. Chinese inventory stockpiles are getting rebuilt. Mexico wants to put in a ban on open pit mining in their Constitution. Arizona wants to kill copper mining in the state. British Columbia has gone woke and decided to hand over everything to the First Nations. Alaska has chosen sports fishing over Northern Dynasty's $NAK Pebble mine vaporizing a billion dollars worth"
X Link @kashyap286 2024-03-13T19:21Z 21.8K followers, 11.5K engagements

"The scary thing about crypto is we are hearing these disaster stories in a BULL MARKET. I've lived through 2018 and 2022 and I can tell you with confidence that things will get much worse. Every crypto bubble has been bigger than the last one. This time around Coinbase $COIN introduced 50x leverage started lending to customers via third-party apps and acquired Deribit the world's crypto biggest derivatives platform. No need for casinos sports betting binary options or any other exotic product. Coinbase is now a one stop shop for all your gambling needs far bigger than FTX and Binance. And"
X Link @kashyap286 2025-10-13T09:13Z 21.8K followers, 7680 engagements

"@RaoulGMI @Convertbond You made money in the 2020-21 cycle. Did you hit new highs after that The "investments" you promoted publicly and on RealVision didn't fare well. Even if you did get out near the highs it's doubtful your followers did"
X Link @kashyap286 2025-10-12T01:35Z 21.8K followers, 4559 engagements

"Mike Wilson is backšŸ¤  After nailing the 2022 market correction Morgan Stanley's Mike Wilson nearly ended his career by turning into a permabear while the AI bubble grew bigger. His logical reasoning got him kicked off the Investment Committee. He then backtracked and became a permabull. Until now"
X Link @kashyap286 2025-10-13T10:15Z 21.8K followers, 6033 engagements

"Is Israel too involved in American politics Pictured below is Marc Rich founder of commodity trading house Glencore $GLEN.L. Marc Rich was a Jewish American billionaire who became (in)famous for moving to Switzerland to escape indictment in US courts. After being on the FBI most wanted list for XX years he was pardoned by President Bill Clinton. It was one of Clinton's last acts before leaving office. In the book The King of Oil Rich openly credits Mossad and several Israeli cabinet members for influencing the US President on his behalf. Scholars have called it the most controversial use of"
X Link @kashyap286 2024-10-03T17:31Z 21.8K followers, 2392 engagements

"@HarrieScarlet Jump Crypto blew up last year in August had to do a fire sale on an illiquid Sunday. Didn't make the news though. Crypto investors stay out of the public eye"
X Link @kashyap286 2025-10-13T23:13Z 21.8K followers, XX engagements

"@APompliano Almost no one is predicting a market crash. The headlines say "AI is not a bubble". Only people with a lot of grey hair are raising the alarm because they've seen this movie before and it didn't end well"
X Link @kashyap286 2025-10-15T16:41Z 21.8K followers, XXX engagements

"@GeorgeGammon @hkuppy Yes geopolitical risk is now a serious consideration in the US. I like Africa except Mali Niger and the usual basketcases. Even Zimbabwe is becoming attractive"
X Link @kashyap286 2025-10-13T13:01Z 21.8K followers, XXX engagements