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@mnicoletos Michael NicoletosMichael Nicoletos posts on X about china, debt, currencies, rates the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance countries currencies #1473 cryptocurrencies
Social topic influence china, debt, currencies, rates, stocks, has been, bitcoin, gdp, tariffs, investment
Top assets mentioned Bitcoin (BTC)
Top posts by engagements in the last XX hours
"In an economy where assets currencies etc. are freely exchangeable the equilibrium price of an asset or the underlying currency is determined by the real economy and exchange rates. In an economy where there is no such thing and the currency is managed the public prices do not reflect reality"
X Link @mnicoletos 2025-10-22T09:32Z 77.8K followers, 2395 engagements
"@InfinitelyDean I agree but in a deflationary environment stocks would go up. It would be rate cuts and QE all over again"
X Link @mnicoletos 2025-10-23T07:51Z 77.8K followers, 1368 engagements
"@gonglei89 I am sure the $XX trillion real estate market which has been dropping for five years and the $XX trillion in LGVF debt of which half needs restricting agree with this. Especially given that Chinas GDP is $XX trillion"
X Link @mnicoletos 2025-10-23T12:04Z 77.7K followers, XXX engagements
"@candideXXI @langwiser @tyillc @InfinitelyDean I believe I have extensively. It used to be my job for XX years to trade macro"
X Link @mnicoletos 2025-10-23T15:44Z 77.8K followers, XXX engagements
"@gonglei89 @joequant Great we agree. So what happens if they lift capital controls FX reserves being less than X% of M2 Maybe understating how markets work would be helpful"
X Link @mnicoletos 2025-10-23T16:35Z 77.8K followers, XXX engagements
"@xinghuamin26964 The Soviet Union used to claim the same thing. Stability under fear is not stability"
X Link @mnicoletos 2025-10-23T07:01Z 77.6K followers, XX engagements
"@afallenbrooks @SantiagoAuFund you can buy long bonds but gold bitcoin and tech equities are likely to do better in that environment"
X Link @mnicoletos 2025-10-23T12:26Z 77.7K followers, XXX engagements
"Now guess what happens if the U.S. imposes harsh tariffs on China and reduces the amount of the USDs going to China Investment accounts for XX% of GDP - not doing very well. Real Estate: 25%- XX% of GDP - doing horribly Exports: XX% of GDP FX Reserves X% of M2 ($47 trillion)"
X Link @mnicoletos 2025-10-22T21:06Z 76.7K followers, 21K engagements
"@Trident64 The IMF says that XX% of LGVF needs restructuring. This is without the accumulated losses in the $XX trillion real estate market. Banks have been provisioning only X% for years now. You do the math"
X Link @mnicoletos 2025-10-23T15:05Z 77.7K followers, XX engagements
"@gonglei89 @joequant Find me a country in the history of nations that had capital controls and did not collapse economically. They have every right to do whatever they want. there is not free lunch so wait and see what happens"
X Link @mnicoletos 2025-10-23T16:38Z 77.7K followers, 3671 engagements
"2/2 6) Let us assume for a second that China reaches GRC status and the yuan is the currency of stability. Why because its backed by gold. One day we get another global financial crisis or another covid crisis where its a demand and supply shock at the same time. How does that new GRC constrained by its gold backing help the world The U.S. and the USD dominate for the reason everyone is blaming them the fact that the US can alter its fiscal and monetary policies and swamp the world with excess liquidity is the super power of the GRC. How will that work with a constrained currency For some"
X Link @mnicoletos 2025-10-24T01:36Z 74.6K followers, 1986 engagements
"The world is looking at the wrong risk. Everyones obsessed with #inflation. But the deeper I dig into China the clearer it becomes: #deflation is the real threat lurking in global markets. China isnt just slowing down its trapped in a deflationary spiral. Mountains of bad debt. Shrinking external demand. A self-reinforcing doom loop that tightens with each turn. And now The Trump administration sees the opening. Harsh tariffs arent just trade policy theyre economic asphyxiation. Cutting off what little oxygen remains. Heres the number that should keep you up at night: China is sitting on an"
X Link @mnicoletos 2025-10-23T07:17Z 72.8K followers, 72.1K engagements
"@karanmerwana @saq3 Thank you for your very thoughtful view. I had never thought it that way but it makes perfect sense I will be stealing (apologies) this. It fully resonates"
X Link @mnicoletos 2025-10-24T12:04Z 72.8K followers, XXX engagements
"Chinas Gold Rush - When Your Only Escape Route Is Paying a Premium "The uncomfortable truth is that Chinas gold-buying frenzy isnt a vote of no confidence in America. Its a desperate hedge against something far more alarming: the potential implosion of Chinas own economic system." Link:"
X Link @mnicoletos 2025-10-21T14:02Z 72.8K followers, 272.9K engagements
"π¨ Germany: Europes Growing Tumor Time to Wake Up π¨ In 2008 the European economy (27 countries) matched the U.S. size. Today The U.S. is XX% larger What killed the European Success Spoiler: Germanys fingerprints are everywhere. π‘ X. Germany pushed for Euro integration to keep its industries competitive - the Euro would be weaker than the old Deutsche Mark. Result German exports boom others suffer. πΆπ X. Germany made Europe entirely dependent on one major supplier Russian oil & gas. Promoted it hard. It went so far as to shut down its own nuclear energy reactors. Now look at the mess."
X Link @mnicoletos 2025-10-26T15:14Z 72.8K followers, 20.8K engagements
"@jacobotweetsnow Yet it would with coal and Nuclear and if it didnt they did not need to shut coal and nuclear. Italy specifically did not get any"
X Link @mnicoletos 2025-10-26T19:48Z 72.8K followers, XX engagements