[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.]
@simon_reseke Simon Hou-Vangsaae Reseke
Simon Hou-Vangsaae Reseke posts on X about liquidity, strong, $btc, inflation the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +55%
- X Month XXXXXXX +1,659%
Mentions: XX #
- X Month XXX +91%
Followers: XXX #
- X Week XXX +49%
- X Month XXX +446%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies #1937 technology brands XXXX% countries XXXX% automotive brands XXXX% currencies XXXX% fashion brands XXXX% travel destinations XXXX% celebrities XXXX%
Social topic influence liquidity #537, strong 5.29%, $btc #142, inflation #461, momentum #1152, in 2026 #340, matter 3.53%, sentiment #325, ai 3.53%, $nvda #2040
Top accounts mentioned or mentioned by @kobeissiletter @cryptorover @unusualwhales @zerohedge @trendspider @liwardoggy @mbirdman222 @drunkchangeling @merlijntrader @sliverlake23 @fltcmdr @whitehouse @potus @alex77889991 @whyyou8mypizza @macroedgeres @stocktwits @petermallouk @michaeldell @saddamh83875782
Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Ethereum (ETH) Metadium (META) Novo-Nordisk (NVO) SATS (Ordinals) (SATS) Rocket Lab USA, Inc. Common Stock (RKLB) T-Mobile (TMUS) Adobe, Inc. (ADBE) Broadcom, Inc. (AVGO) Costco Wholesale Corporation (COST) Lululemon Athletica Inc (LULU) Costco Hot Dog (COST) XRP (XRP) BNB (BNB) Solana (SOL) Cardano (ADA) Dogecoin (DOGE) Oklo Inc. (OKLO) MP Materials Corp. (MP)
Top Social Posts
Top posts by engagements in the last XX hours
"@MacroEdgeRes Thats a big signal. High unsold inventory going into 2026 means builders will need price cuts incentives or slower starts to clear the pipeline. With mortgage rates still elevated demand isnt catching up fast enough"
X Link 2025-12-11T15:38Z XXX followers, XXX engagements
"@zerohedge Thats fresh liquidity entering the system. T-bill purchases usually signal the Fed is easing conditions beneath the surface. Markets dont ignore moves like this"
X Link 2025-12-10T19:01Z XXX followers, 17K engagements
"@unusual_whales This is the middle-ground everyone expected. Limited access controlled buyers and Washington still holding the lever. For $NVDA it means one thing: the door to China isnt closed its just guarded"
X Link 2025-12-11T18:57Z XXX followers, XXX engagements
"Goldmans path basically signals a slow steady normalization rather than a pivot. A December cut followed by a gradual glide toward slightly above X% in 2026 paints a picture of an economy thats cooling but not cracking. If this plays out markets will start pricing a softer rate environment without the drama which tends to support equities credit and housing over time"
X Link 2025-12-02T20:18Z XXX followers, 5923 engagements
"@Mbirdman222 @KobeissiLetter Space-based compute is an interesting long-term idea but the current valuation is mostly tied to whats already working: Starlinks revenue ramp launch dominance and the pricing power that comes with both. If new use-cases emerge later theyd just add to that base"
X Link 2025-12-08T19:37Z XXX followers, XX engagements
"A curve cut would change the mechanics but the tension doesnt disappear overnight. As long as long-end yields stay elevated financial conditions tighten regardless of policy intent. Thats why the interaction between the Fed and the bond market is a process not a single moment"
X Link 2025-12-08T19:42Z XXX followers, XX engagements
"BTCs history rhymes with liquidity cycles but its the direction and persistence of liquidity that matter not every spike. If this is the early stage of stress the next move depends on whether the Fed stabilizes funding conditions or lets the tightening run a bit longer. BTC usually reacts to the plumbing not the headlines"
X Link 2025-12-08T20:05Z XXX followers, XXX engagements
"The Fed's final meeting of the year 🧵"
X Link 2025-12-08T20:09Z XXX followers, XX engagements
"But plumbing can move markets when everyone is watching for clues. $DXY yields and risk assets often react before the narrative catches up"
X Link 2025-12-08T20:10Z XXX followers, XX engagements
"And yescrypto cares too. $BTC has been sensitive to liquidity shifts all year. What the Fed signals about early 2026 may matter more than the decision itself"
X Link 2025-12-08T20:10Z XXX followers, XX engagements
"Fractals can be useful for sentiment but they only work when the underlying drivers line up. The real tell for $BTC isnt the chart overlay its whether liquidity funding conditions and risk appetite keep improving into Q1. If those confirm the pattern matters. If not the rhyme breaks"
X Link 2025-12-08T20:14Z XXX followers, XX engagements
"@MerlijnTrader Patterns look clean here but the follow-through always comes down to liquidity and BTC dominance. If $BTC keeps absorbing inflows altseason stays capped. If dominance stalls while liquidity improves then TOTAL2 has room. The chart is the signal the macro decides the outcome"
X Link 2025-12-08T20:21Z XXX followers, XXX engagements
"Wednesday: The Feds rate decisionthe weeks main event. China inflation data also arrives. Adobe ($ADBE) joins the earnings lineup"
X Link 2025-12-08T20:36Z XXX followers, XX engagements
"Thursday: US PPI for the second straight month plus earnings from Broadcom ($AVGO) Costco ($COST) and Lululemon ($LULU). Big day for semis retail and consumer sentiment"
X Link 2025-12-08T20:36Z XXX followers, XX engagements
"👀 What moved the markets last week 🧵"
X Link 2025-12-08T20:50Z XXX followers, XX engagements
"Japan Yields wake up Japans 10-year hit XXXX% the highest since 2007. The 30-year briefly jumped above XXX% before a strong auction cooled it. This is a market warming to the idea of a real tightening cycle. Global spillovers matter especially for $TLT and US tech"
X Link 2025-12-08T20:50Z XXX followers, XXX engagements
"Plenty of noise but the signal was clear: liquidity inflation persistence and yield shifts still drive the macro tone"
X Link 2025-12-08T20:50Z XXX followers, XX engagements
"📉 Stock Market Wrap Stocks closed with a clear risk-off tone today. $AAPL (-0.44%) and $GOOGL (-2.58%) weighed on the market. $AMZN (-1.25%) and $META (-0.97%) followed lower. $TSLA underperformed with -3.46%. Pockets of strength held up the tape: $MSFT (+1.45%) and $NVDA (+1.51%) supported tech. $TSM added +2.27% extending the semiconductor trend. Rotation moved out of consumer and comms sectors into selective tech and semis. Mostly red but not disorderly. Follow me for disciplined macro-aware market commentary every day"
X Link 2025-12-08T21:04Z XXX followers, XXX engagements
"📊 Crypto Market Update A mixed day in crypto but the message was clear: altcoins carried the session. $BTC sat just under flat. $ETH held +1.2%. $BNB and $XRP added small gains. The standouts: $PEPEAI launched +16% the strongest mover on the board. $SOL (+2.4%) and $ADA (+3.7%) kept momentum alive. $DOGE pushed +2.6% as meme rotation continued. Liquidity didnt sit with the majors today it flowed into mid-caps and AI-themed alts. When $BTC is this quiet it usually doesnt stay quiet for long. Follow me for clean data-driven daily updates"
X Link 2025-12-08T21:06Z XXX followers, XXX engagements
"Exactly. When multiples eventually normalize the companies that keep expanding real revenue pools tend to hold up best. SpaceXs case is that the underlying cash engines launch Starlink defense contracts are still growing fast enough to justify a premium even if the speculative narratives cool later"
X Link 2025-12-08T21:31Z XXX followers, XX engagements
"The IEA keeps modeling policy wishes not real-world energy demand. Coal peaking while India and China add XXX GW says it all. Oil demand magically peaks in one scenario and rises for decades in another. And projecting falling natural-gas demand while grids rely on it to balance renewables ignores basic physics. AI electrification reshoring all point to higher baseload demand not lower. The problem isnt the math. Its the assumptions. The IEA models the world we want not the one were actually in"
X Link 2025-12-09T07:03Z XXX followers, XX engagements
"Altseason wont return just because the calendar flips to 2026. It needs three things to line up: X Macro liquidity turning up Without easier financial conditions capital wont rotate beyond $BTC and $ETH. X Clear leadership from BTC Alts only run after Bitcoin sets a strong sustained uptrend. Right now the dominance chart still leans in BTCs favor. X Real use-case momentum Sectors like L2s AI tokens and RWAs need fresh narratives and user growth not just hype. If those align 2026 could deliver a legitimate alt window but timing will depend entirely on liquidity flows"
X Link 2025-12-09T07:20Z XXX followers, XXX engagements
"Statements like these tend to move markets because they hit several pressure points at once: geopolitics Europes position Ukraines stability and future Fed policy. Even without policy changes the tone alone can shift expectations in FX rates and equities. Worth keeping an eye on how investors price the next Fed meeting after this"
X Link 2025-12-09T13:11Z XXX followers, 1014 engagements
"@cryptorover ADP keeps pointing to a cooling but still positive labor market. 4750 jobs per week isnt overheating and it isnt recessionary either its a soft-landing pace. If this trend holds into NFP rate-cut expectations will stay alive"
X Link 2025-12-09T13:29Z XXX followers, XXX engagements
"Policy surprises can matter in the short term but the structural drivers did most of the work here. Chinas shift up the value chain and the resilience of US import demand played a far bigger role in widening the surplus than whether Beijing was 'ready' for a specific administration"
X Link 2025-12-09T18:35Z XXX followers, XX engagements
"Call skew blowing out usually signals one thing: traders are paying up for upside exposure not hedging downside. When skew stretches this far it often reflects a mix of positioning stress and momentum chasing. The next move depends on whether spot can justify the premium or if sentiment has run ahead of the tape"
X Link 2025-12-09T19:11Z XXX followers, XXX engagements
"@flt_cmdr @WhiteHouse @POTUS Thats fair. Some negotiations do rely on tariff pressure before a deal is reached. My point is simply that regardless of intent the economic loop stays the same: costs rise revenue collects and support programs offset the impact. Both things can be true"
X Link 2025-12-09T19:33Z XXX followers, XX engagements
"Big breakout but the real test is whether silver can sustain levels above the prior resistance. Momentum is strong yet the next phase depends on follow-through volume and how the pullback behaves. If buyers defend the breakout zone the structure opens room for continuation if not this can turn into an overextended spike"
X Link 2025-12-09T19:39Z XXX followers, XXX engagements
"A security review doesnt stop exports but it slows the timeline and adds uncertainty. For $NVDA the key question is whether China-bound shipments face material delays or just procedural checks. In a supply-constrained market even small bottlenecks can shift near-term demand toward other regions"
X Link 2025-12-09T19:43Z XXX followers, XXX engagements
"More on CEG: NRC approved license extensions in Oct/Nov 2025 Expected 2030% annual growth for the next X years Still trading at P/E XX despite the growth Fair target: $300350 by 2027"
X Link 2025-12-09T20:12Z XXX followers, XX engagements
"2. OKLO Sam Altman-backed micro-reactors Designed specifically for data-center campuses First commercial SMR set for 2027 Volatile yes but still +80% YTD even after the AI dip The pure XX moonshot"
X Link 2025-12-09T20:12Z XXX followers, XX engagements
"2. MP Materials The only US rare-earth producer China controls XX% today 2560% tariffs = instant pricing power Stage II mine + magnetics facility online 2026 From $4B to $15B+ market cap potential"
X Link 2025-12-09T20:27Z XXX followers, XX engagements
"Bottom line: Tariffs = short-term pain massive long-term gain for US manufacturing & defence The 2020s version of Buy America is starting NOW Which tariff winner do you own Or which one are you buying first in 2026 Drop it below RT if youre rotating into America-first stocks in 2026"
X Link 2025-12-09T20:27Z XXX followers, XX engagements
"Tag your NVDA-only friend theyre about to learn about sector rotation the hard way #TrumpTariffs #DefenseStocks #Investing #Onshoring @zerohedge @KobeissiLetter @TheShortBear @WallStreetSilv"
X Link 2025-12-09T20:27Z XXX followers, XX engagements
"@cryptorover Falling exchange supply is one of the clearest early signals of tightening liquidity. When coins leave exchanges conviction is usually rising not falling. If demand picks up even slightly from here the move can accelerate fast for $ETH"
X Link 2025-12-10T18:56Z XXX followers, XXX engagements
"A XX bps cut $40B in T-bill purchases and the clearest hint yet that cuts may pause. Two dissents against easing one for a larger cut. This isnt a broad pivot its Powell fine-tuning policy while the Fed stays deeply divided"
X Link 2025-12-10T19:29Z XXX followers, XXX engagements
"@arthur_eckart @SpencerHakimian Exactly. Tariffs are often introduced as leverage not as long-term economic tools. The long-run impact always depends more on supply chain adaptation and relative cost structures than on tariff levels alone"
X Link 2025-12-10T21:22Z XXX followers, XX engagements
"That lines up with what were seeing across the housing market sellers would rather step back than accept discounts. When delistings rise this fast it usually means two things: buyers arent meeting sellers price expectations and sellers believe they can wait for better conditions instead of cutting Its a standoff not a collapse. And standoffs tend to freeze supply until one side finally moves"
X Link 2025-12-02T20:03Z XXX followers, 4896 engagements
"A slowdown in consumer credit isnt surprising when card APRs are at record highs. Households are getting more selective: student and auto loans cooling revolving credit flattening. It signals stress at the margin but not a collapse. The real test comes if the labor market softens from here"
X Link 2025-12-05T20:32Z XXX followers, XXX engagements
"@flt_cmdr @WhiteHouse @POTUS Tariffs can be used as a negotiation tool yes. The point Im making is about the economic loop they create: tariffs raise costs the revenue then gets recycled to offset those costs. Thats separate from whether they succeed in trade negotiations which varies from case to case"
X Link 2025-12-09T18:28Z XXX followers, XX engagements
"Silver and gold leading the pack makes sense in this environment. Real-rate expectations have been sliding policy uncertainty is high and hedging demand from institutions has picked up. When metals outperform this strongly it usually tells you more about the macro mood than about commodity fundamentals"
X Link 2025-12-09T18:44Z XXX followers, XXX engagements
"Top X nuclear power plays for the AI boom: X. CEG Constellation Energy Largest carbon-free producer in the US (21 reactors) 20-year contracts with hyperscalers Just secured a $1B DOE loan +743% over X years"
X Link 2025-12-09T20:12Z XXX followers, XX engagements
"Top X tariff-proof / tariff-boosted stocks right now: X. LMT Lockheed Martin F-35 orders exploding globally XXX% US production = zero tariff risk +12% YTD but still cheap at 16x forward earnings The stealth 2026 winner"
X Link 2025-12-09T20:27Z XXX followers, XX engagements
"LMT details: Backlog: $XXX billion (record) Export deals up XX% since Trump XXX Dividend aristocrat (22 years) Analyst target $600$650 in XX months My target: $800+ by 2028 if tariffs stay"
X Link 2025-12-09T20:27Z XXX followers, XX engagements
"Bottom line: If you still think Tesla is just a car company in 2025 Your Uber driver in 2028 is about to prove you wrong"
X Link 2025-12-09T20:52Z XXX followers, XX engagements
"Whats your 2030 TSLA price target $1k $3k $5k+ Drop it below and tag your NVDA-only friend whos about to get rekt 🚀 RT if youre buying the robotaxi dip #TSLA #Robotaxi #Optimus #ElonMusk #Investing @elonmusk @WholeMarsBlog @TeslaBoomerMama @SawyerMerritt"
X Link 2025-12-09T20:52Z XXX followers, XX engagements
"Crypto heatmap flashing green across the board. Big movers: ADA +9.5% ETH +6.6% SOL +5.4%. Momentum + breadth = strong trend structure building. BTC still in control. The rotation into quality is clear. 🔥📈"
X Link 2025-12-09T21:04Z XXX followers, XX engagements
"US stock heatmap is split: Mega-caps stabilizing while defensives and retail pick up the slack. Tech is still choppy AAPL red NVDA flat MSFT barely green. This is exactly what late-cycle positioning looks like"
X Link 2025-12-09T21:04Z XXX followers, XX engagements
"A $1.5T target doesnt just reflect SpaceXs launch business its a bet on Starlinks cash flow and the long-term economics of the space sector. If the IPO lands anywhere near that valuation it immediately becomes one of the most influential public tech companies. The real question is how much of this pricing the market can absorb in 2026 without disrupting broader liquidity"
X Link 2025-12-09T21:38Z XXX followers, 2175 engagements
"Institutional gravity keeps pulling crypto in. Jupiter crossing $1T in annualized volume and bringing in KKRs former Head of Digital Asset Strategy isnt a small signal. Its another step in the shift from crypto niche to full-scale financial infrastructure. Wall Street isnt coming onchain. Its already here"
X Link 2025-12-10T18:52Z XXX followers, XXX engagements
"@zerohedge Balance sheet expansion is liquidity expansion. If the Fed keeps growing its book risk assets get a tailwind whether rates move or not. This is the signal markets usually react to first"
X Link 2025-12-10T18:59Z XXX followers, XXX engagements
"@unusual_whales A soft-landing script in one headline: Unemployment only drifting to XXX percent inflation sliding toward X percent and GDP nudging higher. If these projections hold the Fed is signaling an economy that slows without breaking the ideal backdrop for gradual easing"
X Link 2025-12-10T19:13Z XXX followers, 1383 engagements
"@unusual_whales A steady median path means one thing: the Fed isnt ready to promise deeper easing. XXX XXX XXX percent signals a slow glide not an aggressive pivot. Markets now have to trade the gap between this cautious outlook and their own expectations"
X Link 2025-12-10T19:25Z XXX followers, XXX engagements
"CME gaps dont guarantee direction men de har vrt eerily consistent lately. An open gap at $89177 is the kind of magnet price often tests especially in a market driven by liquidity shifts and leverage resets. Doesnt change the bigger trend but its a level worth keeping on the radar"
X Link 2025-12-10T20:39Z XXX followers, 2098 engagements
"A push above 6900 tells you how aggressively markets are leaning into the easing narrative even with stagflation signals in the background. When liquidity opens up asset prices tend to ignore the macro noise at least at first. The real test will be whether this breakout can hold once the post-Fed momentum fades"
X Link 2025-12-10T20:42Z XXX followers, XXX engagements
"@coinbureau The cut was priced in the reaction wont be about the XX bps but about the path forward. With mixed signals on growth and inflation every word from Powell will matter more than the headline move. Expect volatility as markets try to decode how many cuts are actually left"
X Link 2025-12-10T20:49Z XXX followers, XX engagements
"Equities green across most sectors. Tech led the charge with $AAPL $GOOGL $TSM and $AMZN lifting the board. A broad green heatmap after a macro shift often signals renewed confidence. Lets see if momentum holds into the week"
X Link 2025-12-10T21:07Z XXX followers, XX engagements
"FED JUST DELIVERED XX bps cut to 4.254.50% (widely expected) BUT the real story is the hawkish pivot Only ONE more cut priced in for all of 2026 The easy money party is slowing down fast Thread 🧵"
X Link 2025-12-10T21:14Z XXX followers, XXX engagements
"Dot Plot shock: 2025 terminal rate now XXX% 2026 only XXX% Thats it. Fed is basically saying were almost done. Markets were pricing 75100 bps of cuts in 2026 just weeks ago RIP soft-landing hopium"
X Link 2025-12-10T21:14Z XXX followers, XX engagements
"New SEP numbers: GDP 2025: XXX% (down from 2.1%) Core PCE 2025: XXX% (up from 2.5%) Unemployment 2025: XXX% (higher) Translation: slower growth stickier inflation fewer cuts"
X Link 2025-12-10T21:14Z XXX followers, XX engagements
"Bond market reaction: 2yr yield +12 bps already 10yr ripping toward XXXX% Yield curve steepening hard Classic sell the cut buy the hawkish pause move"
X Link 2025-12-10T21:14Z XXX followers, XX engagements
"What it means for you: Mortgages & car loans: still dropping but the bottom is close Stocks: initial sugar rush then reality check in 2026 USD: about to go full beast mode again"
X Link 2025-12-10T21:14Z XXX followers, XX engagements
"Oracle dropped XX% after hours Even though EPS beat and AI cloud growth was huge. So whats going on The answer is simple: AI hype vs financial gravity. (see image👇)"
X Link 2025-12-10T21:57Z XXX followers, XXX engagements
"Oracle posted strong AI metrics: Cloud rev +34% IaaS +68% RPO up an insane XXX% YoY thanks to deals with $META and $NVDA. Demand isnt the issue. Execution and balance-sheet stress are"
X Link 2025-12-10T21:57Z XXX followers, XXX engagements
"@CoinMarketCap GMEs issue isnt its Bitcoin stash. Its the same structural problem as always: declining core revenue and no real turnaround plan. The BTC position just makes the swings look bigger but it doesnt change the underlying story"
X Link 2025-12-11T15:09Z XXX followers, XXX engagements
"If the SEC is openly acknowledging an on-chain future the shift isnt theoretical anymore. It means the infrastructure phase has already started and the winners will be the ones building rails not noise. The question isnt if tokenization happens. Its who captures the value when markets finally flip"
X Link 2025-12-11T19:00Z XXX followers, XX engagements
"@Alex77889991 @jimcramer Absolutely the core software business is still solid. The issue isnt the foundation its the forward pace. AI capex pressure and softer cloud signals create a very different risk profile than what we saw with Adobes cleanup bounce"
X Link 2025-12-11T19:04Z XXX followers, XX engagements
"@whyyou8mypizza @TacticzH Exactly. Follow-through is what turns a strong bounce into a real trend. If $NVO can build higher lows from here momentum finally has something to work with"
X Link 2025-12-11T19:10Z XXX followers, XXX engagements
"Evidence is piling up: Hiring advisors Finalizing an employee share sale at $420/share Outlining how IPO proceeds would be used This isnt rumor. Its prep work"
X Link 2025-12-11T19:35Z XXX followers, XX engagements
"Markets are reacting already. $SATS jumped X% $RKLB climbed X% When the biggest name in the space sector moves the ripple effect spreads fast"
X Link 2025-12-11T19:35Z XXX followers, XX engagements
"The core reason behind the IPO push: Starlink. Revenue outlook: $15B in 2025 Up to $24B in 2026 Listing SpaceX could accelerate the buildout of Starlinks space-based data infrastructure"
X Link 2025-12-11T19:35Z XXX followers, XX engagements
"And if SpaceX lists near the trillion-dollar mark it could open the floodgates. Private giants worth $3T combined OpenAI Stripe ByteDance and others have been waiting for a signal that markets can absorb mega-deals again. A SpaceX IPO could be that signal"
X Link 2025-12-11T19:35Z XXX followers, XX engagements
"Theres another angle: Starlink Mobile. SpaceX filed a trademark pointing to a satellite-mobile hybrid network. That would put them in the orbit of $T $VZ and $TMUS. Recurring revenue vs. heavy infrastructure costs. High upside high complexity"
X Link 2025-12-11T19:35Z XXX followers, XX engagements
"A SpaceX IPO isnt just one company going public. Its a sentiment barometer for risk appetite tech capital flows and the private-market pipeline. If this rocket clears the launchpad the entire market feels it. $BTC $TSLA $RKLB $SATS $TMUS"
X Link 2025-12-11T19:35Z XXX followers, XXX engagements
"6/14 Short version: This drop is a setup. $88k90k remains rock-solid support (200-day EMA + large ETF cost basis) Next important zone: $95k $100k psychological fresh ATH potential"
X Link 2025-12-11T20:20Z XXX followers, XX engagements
"7/14 My current 2026 base scenario (yes it sounds aggressive but last cycle took BTC from $4k $69k): Target range: $150k $220k"
X Link 2025-12-11T20:20Z XXX followers, XX engagements
"Thats a massive vote of confidence. When $VOO pulls in over $20B in a single month it shows where big money wants to be: simple liquid low-cost exposure to the core of the US market. Hard to argue with investors doubling down on the S&P XXX when earnings momentum is still intact"
X Link 2025-12-01T20:28Z XXX followers, 1219 engagements
"BNBs long-term chart highlights something rare in crypto: multi-cycle relative strength. Outperforming both BTC and ETH across several market regimes isnt just about returns it reflects sustained ecosystem demand and consistent utility. The key question now is whether that strength can hold as competition in L1s exchange tokens and liquidity models intensifies"
X Link 2025-12-09T21:37Z XXX followers, 1991 engagements
"Rate cuts talk helps sentiment but markets care about timing and depth not headlines. 2026 cuts are a tailwind not a trigger. The real fuel is liquidity conditions now not promises later. BTC reacts first when financial conditions ease. The Fed just adds confirmation not ignition"
X Link 2025-12-12T16:10Z XXX followers, XX engagements
"BNPL hitting a new high on the biggest shopping day of the year says a lot. Not just about demand but about how stretched consumers are becoming. When services like Klarna $KLAR drive over a billion dollars in orders it shows two things at once: people still want to spend but they need softer payment terms to do it Strong headline numbers but the underlying signal is mixed. BNPL strength often points to pressure under the surface"
X Link 2025-12-02T20:42Z XXX followers, XXX engagements
"@KobeissiLetter Falling gas prices tell a simple story: demand is softening while supply stays comfortable. A move back under $X is great for consumers but it also lines up with the broader cooling signals weve seen across energy this quarter"
X Link 2025-12-08T19:46Z XXX followers, 3149 engagements
"@KobeissiLetter Silvers move isnt just speculation. Real-rate expectations liquidity shifts and hedging demand are doing most of the heavy lifting. When policy uncertainty rises and metals outperform it usually says more about the macro backdrop than about the metal itself"
X Link 2025-12-09T18:43Z XXX followers, 4453 engagements
"Interest expense hitting $1.25T is the quiet macro shock. The US now spends more on debt service than on national defense and that gap is widening fast. This is why long-term rates matter: the higher the rollover cost the less room fiscal policy has to absorb future shocks. Its a structural pressure that doesnt fade with one Fed cut"
X Link 2025-12-10T19:52Z XXX followers, XXX engagements
"Looks like buyers finally stepped back in. A +5.8% day on $NVO isnt just noise thats the kind of aggressive bid you usually see when sentiment flips from fear to opportunity. It doesnt confirm a full trend reversal yet but the structure is improving: Sharp reclaim of prior support Strong momentum candles Volume picking up into the bounce If Novo holds above this breakout area you might see traders start front-running a broader recovery"
X Link 2025-12-10T20:57Z XXX followers, 1431 engagements
"@cryptorover $MSTR is the leveraged bet on $BTC. Volatility cuts both ways. If you want Bitcoin exposure without the amplified swings you buy BTC. If you want a high-beta proxy that moves harder in both directions you buy MSTR. Today is just the downside version of that equation"
X Link 2025-12-11T15:03Z XXX followers, 10.8K engagements
"@MerlijnTrader The rhythm is hard to ignore. When both altcoin and ETH ratios line up like this it usually signals rotation not noise. If BTC keeps stabilizing liquidity tends to hunt beta next. The chart isnt a guarantee but the timing is definitely aligning again"
X Link 2025-12-11T19:01Z XXX followers, XXX engagements
"Live now: Sector rotation is loud today @Tradytics . Materials leading. Financials + Industrials firm. Staples + Health Care steady. Tech Comm Services Energy in the red. Money didnt exit the market it repositioned. This is what a caution shift looks like under the surface. $BTC $AAPL $MSFT $XLF $XLE"
X Link 2025-12-11T19:41Z XXX followers, XX engagements
"@WSJ @WSJopinion The shift wasnt about confidence it was about risk management. Powell went from not yet to a cautious cut because the labor data softened faster than expected while inflation stayed sticky. Its not a pivot its a pressure valve"
X Link 2025-12-11T19:41Z XXX followers, XXX engagements
"@KobeissiLetter If the R&D guidance lands as described its effectively a $67B earnings tailwind for corporate balance sheets. The bigger question is how much of this gets reinvested into innovation versus absorbed as margin expansion"
X Link 2025-12-11T19:56Z XXX followers, 24K engagements
"4/14 Now comes the part nobody is discussing: Large wallets added 50k BTC last week Spot ETFs took in nearly $800M that day BlackRock bought hundreds of millions in ETH the day before Someone is preparing for something"
X Link 2025-12-11T20:20Z XXX followers, XX engagements
"5/14 Look at previous cycles around Fed cuts: 201617 +2800% 202021 +1200% Were only a year into this one. And now we have: Spot ETFs holding X% of BTC supply Possible US strategic Bitcoin reserve AI-driven capital flows entering crypto for the first time"
X Link 2025-12-11T20:20Z XXX followers, XX engagements
"8/14 What could derail it A yen carry-trade unwind A major bubble in equities A sudden rise in inflation pulling the Fed back into harsh tightening Even a XX% pullback today only takes BTC to $75k nowhere close to a true collapse. This isnt 2017 anymore"
X Link 2025-12-11T20:20Z XXX followers, XX engagements
"A fifth month of flat or falling rents is a clear shift. Shelter has been one of the stickiest parts of inflation so sustained cooling here strengthens the case that demand is softening faster than headline data suggests. If this trend continues the shelter component of CPI could finally ease in 2026"
X Link 2025-12-11T20:48Z XXX followers, 1444 engagements
"Equities split into two camps today. Weak: $NVDA -XXX percent $TSM -XXX percent $AMZN -XXX percent $TSLA -X percent $GOOGL -XXX percent $ORCL got hit hardest. Strong: $MSFT +1 percent $LLY +1.5 percent $WMT +2 percent Healthcare and staples held up well. Rotation is in full swing. Which sector takes the lead next #Stocks #Markets"
X Link 2025-12-11T21:07Z XXX followers, XXX engagements
"@cryptorover Altseason rarely starts loud. It usually begins when BTC dominance rolls over and liquidity rotates not when everyone is watching. Aggressive comes later. First comes the quiet base. Patience pays here"
X Link 2025-12-12T16:07Z XXX followers, XXX engagements
"Short-term decoupling yes. But its not random. Silver is reacting to rates USD and industrial demand. Bitcoin is trading liquidity expectations and risk appetite. When macro stress rises they can diverge. When liquidity loosens they often rhyme again. Watch real yields and the dollar. Thats where the link usually snaps or reconnects"
X Link 2025-12-12T16:07Z XXX followers, XXX engagements
"$PLTR down X% with net premium still positive tells a familiar story. Thats not fear hedging. Its directional positioning into weakness. Either smart money is fading the pullback or setting up for a volatility expansion once sellers exhaust. Watch price reaction first. Options flow hints price confirms"
X Link 2025-12-12T16:11Z XXX followers, XXX engagements