[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@kieranwgoodwin Kieran Goodwin
Kieran Goodwin posts on X about money, $10ish, $75bn, lev the most. They currently have XXXXXX followers and X posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Month XXXXXX -XX%
- X Year XXXXXX -XX%
Mentions: X #
Followers: XXXXXX #
- X Month XXXXXX +27%
- X Months XXXXXX +25%
- X Year XXXXXX +24%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% currencies XXXXX%
Social topic influence money 22.22%, $10ish 11.11%, $75bn 11.11%, lev 11.11%, age of 11.11%, lack of 11.11%, discount 11.11%, nav 11.11%, reit 11.11%, why is XXXXX%
Top accounts mentioned or mentioned by @piteramatthew @boazweinstein @wmarino9872 @peterneumaier @thompspicks @trying2focus @crockejo @cfa_life @clarkson34918 @mattockshunter
Top Social Posts #
Top posts by engagements in the last XX hours
"The PRIVATE BDCs aka INTERVAL FUNDS aka Asset/Liabilty MISMATCHES are much bigger than public BDCs. For example BXSL has $10ish bn AUM and BCRED has $75bn AUM . They do own some % of BSLs aka Lev Loans so BKLN is a SHORT amongst many other things if GATES BECOME THE NORM"
X Link @kieranwgoodwin 2025-10-10T18:44Z 12K followers, 15.1K engagements
"So a X year old Private Credit Fund has to roll XX% of its assets to a Continuation Vehicle but we are in the Golden Age of Private Credit The goal when lending money is getting paid back from borrower not roll forever"
X Link @kieranwgoodwin 2025-09-02T16:00Z 12K followers, 48.7K engagements
"2. However oddly new deal spreads are tighter given lack of new M&A by PE sponsors in middle market. PE exits have been slower and buyout math not as compelling given private market multiples still high. So new loans spreads tighter due to competition. less income for BDC"
X Link @kieranwgoodwin 2025-10-09T15:33Z 12K followers, 5361 engagements
"PRIVATE BDC's are going get MASS REDEMPTIONS unless PUBLIC BDC's prices rebound quickly. PUBLIC BDC's are trading at a median 20+% discount to NAV. But PRIVATE BDCs are "promised" quarterly liquidity at NAV . SUBJECT TO A X% GATE . no biggie BREIT gated in '22 HOWEVER "
X Link @kieranwgoodwin 2025-10-10T18:44Z 12K followers, 223.1K engagements
"BREIT (a private REIT) had assets (CRE) that it could sell at or even ABOVE the mark. Private BDCs have 5-10% BSLs which have liquidity NEAR the Mark for NOW. BUT the rest of the assets PRIVATE LOANS have ZERO LIQUIDITY ANYWHERE NEAR THE MARK. SO IF "
X Link @kieranwgoodwin 2025-10-10T18:44Z 12K followers, 16.5K engagements
"1. Problems in older loans are increasing forcing lenders to extend maturities and let borrowers PIK interest. Pay In Kind interest is not cash but counts as income for a BDC. So BDCs have less cash coming in to pay dividends"
X Link @kieranwgoodwin 2025-10-09T15:33Z 12K followers, 5707 engagements
"When it comes to PRIVATE CREDIT I think RETAIL is the SMART MONEY. WHY is RETAIL the SMART MONEY because they are SELLING BDC EQUITIES are a FURIOUS rate despite stock market highs and public market tights. Let me explain why they are selling and why they may be CORRECT:"
X Link @kieranwgoodwin 2025-10-09T15:33Z 12K followers, 66.6K engagements
"7. Now Alt Asset Managers equities are dirtnapping . Soros' theory of reflexivity is starting to take hold"
X Link @kieranwgoodwin 2025-10-09T15:33Z 11.9K followers, 6383 engagements