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Mr. VIX posts on X about japan, tariffs, altcoins, fed the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #3673 countries XXXX% cryptocurrencies #4023 stocks XXXX% currencies XXXX% technology brands XXXX% social networks XXXX%
Social topic influence japan #831, tariffs #282, altcoins 4.1%, fed 3.59%, gdp #72, china 2.56%, bitcoin #1115, altcoin 2.05%, white house #503, inflation XXXX%
Top accounts mentioned or mentioned by @jz281c @alimasubway @thefoolishpig @planetbrady @pivotclearr @jundo1050 @raymiemark @joequant @grok @optimalrisk0 @rachell11179070 @lordpos3idon @pplsartofwar @fenrirfunds @stevieghandiz @zanjacquref @metahacker_ @gaudreaujordan @nickyn00dl3s @tradfidiguy
Top assets mentioned Bitcoin (BTC) D R Horton Inc (DHI) Lennar Corporation (LEN) Frontline Ltd. (FRO) DAOLaunch (DAL)
Top posts by engagements in the last XX hours
"@BigMoonKR Preach. And if TPTB wants to blow up Tether better do it soon before they pump it up with strategic reserves et al. Part of my US altcoin thesis is because of this Tether risk" @yieldsearcher on X 2025-07-21 19:56:56 UTC 10.7K followers, XXX engagements
"Part of me really wants to long July SOFR futures. (Betting on July cut) Fed funds future suggesting X% prob of a July cut (was X% a week ago)" @yieldsearcher on X 2025-07-22 16:29:08 UTC 10.7K followers, 2630 engagements
"I find it noteworthy that the TGA balance as of Wed stands at $312b virtually unched from the $311b level at the time of the OBBBs passage two weeks ago. Suggests to me that the NY Fed and Treasury appear to be controlling the pace of the TGA refill likely in response to the slightly elevated SOFR. Will be interesting to see whether this dynamic shifts next week now that stablecoin issuance can ramp up with the Genius Act set to become law tomorrow" @yieldsearcher on X 2025-07-17 20:10:11 UTC 10.7K followers, 3070 engagements
"@RachelL11179070 I am genuinely curious what finally led you to dip into altcoins. I remember you telling me of difficulty in doing TA in these thinly-traded instruments" @yieldsearcher on X 2025-07-20 22:21:17 UTC 10.7K followers, 2988 engagements
"There is a good debate to be had about how high the tariffs will be but I am a bit amused when I come across folks here who think tariffs will be a nothingburger. Watch his interviews from the 80s - the two issues he never deviated from are immigration and the trade balance" @yieldsearcher on X 2025-07-09 00:49:17 UTC 10.7K followers, 2516 engagements
"So here is the interesting part about $DHI earnings. (+13% today). It is the nations largest homebuilder ($LEN second) so it is the bellweather of the housing industry. - ASP of new homes went down -XXX% yoy and -XXX% qoq. Pretty much in line with last two quarters -0.6%-0.7% qoq. It continues to deflate slowly. - This is the first quarter where GM stopped going down sequentially. GM flat qoq at XXXX% (24.0% last yr). They are guiding next quarter GM to be slightly down due to higher incentives but the second derivative is trending much better than 1H 2025 which is why mkt is taking this" @yieldsearcher on X 2025-07-22 14:31:44 UTC 10.7K followers, 9760 engagements
"@monetarycomm Yup. Esp considering the split is not even 50/50. Services consumption is 70%+. And people notice big ticket px change far more meaningfully than X packs of clorox wipe going up XX% from $X to $12" @yieldsearcher on X 2025-07-22 03:50:51 UTC 10.7K followers, XXX engagements
"Alongside goods inflation has anyone noticed immigrant deportation has not done much to stop deflation in homebuilding sector one of the biggest consumers of immigrant labor (beside agriculture) #2 Lennar reported a X% yoy decline in their new home sales px back in June" @yieldsearcher on X 2025-07-14 11:50:56 UTC 10.7K followers, 2784 engagements
"You know I am critical of the GDP calculation methodologies and its inability to gauge the future productivity of consumptions and investments. The US certainly has tons of wastes and rent seeking middlemen. We do not produce much hard goods and services to your pt are highly subjective. In PPP China has already outpaced the US but nominal matters too because the financial wealth does matter for US' role as the biggest consumer mkt in the world and its power projections around the globe. But it is very much part of the script where the US enjoys such financialized wealth due to dollar's" @yieldsearcher on X 2025-07-17 04:43:03 UTC 10.7K followers, XXX engagements
"Some reference pts: NVDA mkt cap = $4.0t Russell: $3.1t" @yieldsearcher on X 2025-07-14 14:12:18 UTC 10.7K followers, 4920 engagements
"Have to say. I did not expect Japan to be the first to cut a deal. I thought theyd be the last. But in any case - XX% is X% higher than what is currently being collected but lower than the XX% the US had threatened. - Japan exports $150b to the U.S. annually. At XX% that generates $23b/year in tariff revenue. - The $550B one-time investment is effectively a $500B value transfer to the US since XX% of it is structured as a gift via profit-sharing. That is roughly equivalent to another XX years worth of XX% tariff income. On NPV at X% discount rate (Treasury rate) that equates to $20b/yr" @yieldsearcher on X 2025-07-22 23:47:05 UTC 10.7K followers, 29.7K engagements
"@7777SHK7777 I would side with utility over memeco but I would not be shocked if this admin has a unique plan for Trumpcoin" @yieldsearcher on X 2025-07-19 22:23:12 UTC 10.7K followers, XXX engagements
"All else equal PPI leads CPI by X months depending on corporate inventory cycle (2-6 depending on durability/shelf-life of goods). Core goods PPI remains at +0.3% MoM but is strongly offset by -XXX% in freight logistics/warehousing (been averaging -XXX% over the past X months reflecting freight recession). Other notable line items: - Significant decline in retailing margins in key products (Computer -XXX% MoM / TV & electronics -XXXX% / Auto -5.4%). Key contributor to the -XXX% core services print. - Airline passenger services (this goes into PCE not the CPI equivalent): -XXX% MoM (-0.9%" @yieldsearcher on X 2025-07-16 13:24:16 UTC 10.7K followers, 3270 engagements
"Post-OBBBs Implication on US & Global System Liquidity First graph: Domestic system liquidity (Bank reserves + RRP + TGA) Note the $2.0t decline in total system liquidity - from $5.9t in the first half of 2023 to $3.9t currently. Second graph: US Treasury Bills outstanding We observe a corresponding $2.0t increase over the same period. This highlights a key point: net T-bill issuance has effectively drained liquidity from the domestic banking system and redirected it to MMFs which have rotated out of the RRP to absorb this issuance. Framing the Liquidity Allocation Going Forward The current" @yieldsearcher on X 2025-07-04 02:25:13 UTC 10.6K followers, 7683 engagements
"@LordPos3idon Yup. Solid pts all across. I was just nitpicking at xrp ha" @yieldsearcher on X 2025-07-23 01:08:48 UTC 10.7K followers, XX engagements
"@StockMomo Honestly I wont blame Japan if they refuse to buy safety hazards. But selling Boeing Airplane is definitely a part of the POTUS job descriptions. All depends on what gets put into the written agreement" @yieldsearcher on X 2025-07-23 12:44:38 UTC 10.7K followers, XXX engagements
"My analytics are separate from trading recommendations. But I do suspect market will be unpleasantly surprised by the impact these tariffs will have on corporate margins either this quarter (with q3 guidance) or next quarter (when they actually see the numbers). GM -X% today. TNX -13%. We are getting some previews here" @yieldsearcher on X 2025-07-23 00:12:05 UTC 10.7K followers, 1111 engagements
"It is a geopolitical/defense flex. More of a bribery pmt in kind to be in US good grace. POTUS secondary job description is Boeing salesman after all. But man Japan really capitulated sacrificing its PM in its process. Not sure how any other countries and afford this level of concession politically" @yieldsearcher on X 2025-07-23 13:36:22 UTC 10.7K followers, 1386 engagements
"@RachelL11179070 You have no idea how much this is wreaking havoc on my internal monologue. 🤣" @yieldsearcher on X 2025-07-24 13:51:27 UTC 10.7K followers, 1219 engagements
"I trust Koreans will front-run US boomers tonight. 🤣" @yieldsearcher on X 2025-07-17 21:52:51 UTC 10.7K followers, 4320 engagements
"When the nations biggest private employer and the most efficient retail operation is cutting frontline staff worth a ponder about what this means for Corporate Americas tariff pass-throughs. One month left before retailer earnings season starts" @yieldsearcher on X 2025-07-21 22:11:55 UTC 10.7K followers, 2719 engagements
"Fedex FY capex guidance cut last month is a prelude to non-tech capex facing significant headwind. That said manufacturing is XX% of US GDP" @yieldsearcher on X 2025-07-22 21:02:20 UTC 10.7K followers, 1752 engagements
"Read the last sentence. We may get clarity on Tether and strategic crypto reserve policies from this report" @yieldsearcher on X 2025-07-21 21:33:17 UTC 10.7K followers, 6951 engagements
"@PaulSantucci1 JPY(USDJPY) is moving downward meaning yen is appreciating. I think I should stick to appreciation/depreciation going forward" @yieldsearcher on X 2025-07-21 14:18:16 UTC 10.6K followers, XXX engagements
"Repo crisis would be very negative for gold yes. But then again no one escapes repo crisis except cash bond and dollars. But after that monetary reset and we rip. Crash then moon is the pathway I foresee. It is possible (though prob unlikely) we skip the crash part straight to the reset" @yieldsearcher on X 2025-07-21 23:31:43 UTC 10.7K followers, XX engagements
"@hell_inflection @dons_korea Finite in quantity with high cost of implant (though I understand Korean hair implant is state of the art). Every strand of hair is worth more than gold to me at this stage" @yieldsearcher on X 2025-07-22 15:44:01 UTC 10.7K followers, XXX engagements
"Correct. Tether is not compliant and unlikely to be. Sooner or later every institution and US market is going to use Genius Act compliant stablecoins and leave Tether behind. Question to me is whether the US tries to crack it down to punish bad actors (north korea russia iran) for national security reasons or they let Tether slowly run off until they run out of reserves to cover" @yieldsearcher on X 2025-07-21 23:39:18 UTC 10.7K followers, XX engagements
"When Japan June PPI missed you knew this miss on exports and trade balance was coming. (Note: XX% decline in exports to the US is not surprising but X% decline in exports to China is a big tell on how RMBs relative depreciation against non-dollar fx is helping China against other exporting nations)" @yieldsearcher on X 2025-07-16 23:58:16 UTC 10.7K followers, 5884 engagements
"@BlueBird_Invest I am not saying it was a bad decision but you would have done much much better if you put your down payment on equities and cryptos. As someone who both bought at X% 30Y FRM and also played around with liquid assets I feel the difference pretty starkly" @yieldsearcher on X 2025-07-18 15:17:21 UTC 10.7K followers, XX engagements
"The stagflation of the 1970s occurred because of the two unique factors (alongside the Feds loose policy). (1) Big jump in oil price (energy demand is highly inelastic) and (2) inflexible labor mkt (unions) that made wage growth much more sensitive to future inflation expectation rather than normal supply/demand (hence we saw wage growth supporting inflation despite high UR) We have a very different labor market today than in the 70s. Wage growth is the make or break component of this inflation/deflation debate. No wage growth = no inflation (unless crude pops up)" @yieldsearcher on X 2025-07-14 12:33:02 UTC 10.7K followers, 4554 engagements
"Another way to frame this: Japanese govt will be subsidizing a big portion of the tariffs that corps will otherwise pay This is why Nikkei is rallying big time up nearly 2%. This is a partial bailout by the Japanese govt that adds XX% GDP worth of obligation to its balance sheet. This is why Japanese bond yields are rising significantly" @yieldsearcher on X 2025-07-23 00:29:35 UTC 10.7K followers, 28.8K engagements
"The post-COVID asset allocation decision remains one of the most consequential factors affecting many peoples net worth. What seemed like prudent financial advice at the time - over-equitized home purchase - has in hindsight come with significant opportunity cost compared to investments in equities and cryptos. And that is exactly what median Americans did" @yieldsearcher on X 2025-07-18 15:05:39 UTC 10.6K followers, 2929 engagements
"@planetbrady Well now I have to think about jgb selloffs impact. Capital repatriation is good for USD but if japanese yields are rising to offset that then it becomes a question of which impact is bigger" @yieldsearcher on X 2025-07-23 00:54:25 UTC 10.6K followers, XX engagements
"TGA targeting $500b by end of July and $XXX by Sep. We start at $313b before the OBBB passage so we are looking at about $180b/month pace over the next three months. Worth noting in 2023 it took five months (May thru Oct) to refill TGA from $50b to $800b or about $150b/month" @yieldsearcher on X 2025-07-09 01:19:26 UTC 10.7K followers, 5421 engagements
"@TetonMike It is not a foolproof thesis yet as we still need to fill initial conditions that create the initial spark that sets things in motion. That may require resolving the tariff inflation vs. deflation debate and a significant tweak in the QRA down the line" @yieldsearcher on X 2025-07-20 22:19:29 UTC 10.6K followers, XXX engagements
"Apparently Monday is Japans mkt holiday. Guess we will have to wait for the locals reaction tomorrow night. Mkt pretty flat so far" @yieldsearcher on X 2025-07-20 23:37:08 UTC 10.6K followers, 3285 engagements
"Basically this deal on its face can be summarized as: Japanese govt subsidizing the tariffs that corps will otherwise pay This is why Nikkei is rallying big time up nearly 2%. This is a partial bailout by the Japanese govt that adds XX% GDP worth of obligation to its balance sheet" @yieldsearcher on X 2025-07-23 00:27:01 UTC 10.7K followers, XXX engagements
"Fundamentally speaking a $500b transfer from the Japanese govt to the US is negative for JGBs and positive for USTs. (And to those who think this $500b is a meaningless antic lets just say the Japanese bond market strongly disagrees with you.) But the global financial interconnection is such that a JGB selloff is pulling US rates upward tonight. We will see if this gets rectified over European and US market hours" @yieldsearcher on X 2025-07-23 04:37:28 UTC 10.7K followers, 11.4K engagements
"I continue to believe Japan will be the last country to cut a deal if at all. They simply cannot afford any tariffs nor any structural JPY appreciation" @yieldsearcher on X 2025-07-17 00:05:38 UTC 10.7K followers, 3118 engagements
"@liquidatedx I do lean marginally on the cautious side because of jpy and gold. But Bitcoin holding firm tells me there is still liquidity in the system" @yieldsearcher on X 2025-07-22 15:07:41 UTC 10.7K followers, XX engagements
"@JunDo1050 I wouldnt say recessionary. Hard to have a recession with X% gdp deficit spending. But do I see deflationary trends having adverse impact on corporate margins and risk asset pricing Yes I do. (Obv timing is tbd)" @yieldsearcher on X 2025-07-22 14:57:18 UTC 10.7K followers, XXX engagements
"Being short is fine but -XX% in July is just unforgivable lack of risk management esp after being down another XX% going into this quarter. Few things more dangerous in our world than ego/false conviction" @yieldsearcher on X 2025-07-22 20:22:58 UTC 10.7K followers, 1623 engagements
"@B_radRiffs @judyshel She sure would be great. I am waiting on tonight for answers when Japanese get back to work" @yieldsearcher on X 2025-07-21 14:56:29 UTC 10.6K followers, XX engagements
"To put this XX% reciprocal tariff on US EXPORTS to Japan: - Annual US export to Japan: $80b; Agriculture is XX% of that. - $80b x XX% = $12b tariffs - Assuming XXX% of this gets paid by US exporters (and none by Japanese consumers) that is XXXX% of US GDP (not a typo) Total US goods export is X% of GDP. That compares to XX% for Japan and Germany and XX% for China. This is the whole crux of US leverage" @yieldsearcher on X 2025-07-23 16:54:29 UTC 10.7K followers, 1558 engagements
"@GayBearRes Oh no question he is the latter. The real folks running the country are the senior career bureaucrats at the Ministry of Finance" @yieldsearcher on X 2025-07-23 02:40:54 UTC 10.7K followers, XX engagements
"* No Trading Advice on JPM. Strictly trying to make an illustrative point on bank's increasing reliance on repo and ST borrowings JPMs Net Repo Liabilities + ST Borrowing: (negative = higher liabilities) Q3 2024: -$49b Q4 2024: -$55b Q1 2025: -$168b Q2 2025: -$190b" @yieldsearcher on X 2025-07-15 12:28:59 UTC 10.6K followers, 3059 engagements
"He says a lot of things as you know. But I am going by two things he has preached from the 80s. Immigration control and bringing structural trade deficits down. The latter can only be structurally solved by lower USD in the end but before he gets there he does need to extract dollars from overseas to finance his deficits so squeeze then reset is the potential pathway I see" @yieldsearcher on X 2025-07-17 13:30:29 UTC 10.7K followers, XXX engagements
"@pplsartofwar Fascinating. What are the key combat branches that are more aggressive/conservative than others" @yieldsearcher on X 2025-07-20 14:05:54 UTC 10.6K followers, XXX engagements
"$DAL +13% on restoring FY guidance. As of May CPI we saw XX% decline in airfares since Jan (-7% yoy). Absent a recession consumers respond to px cuts esp for services that do not get directly impacted by tariffs" @yieldsearcher on X 2025-07-10 12:34:33 UTC 10.7K followers, 1592 engagements
"@roninrhino My suspicion has def grown after this" @yieldsearcher on X 2025-07-18 18:10:26 UTC 10.7K followers, 13.2K engagements
"@JK99928789839 @BigMoonKR No blockchain can escape it fully honestly. But I am relying on Trumps MAGA put on US blockchains" @yieldsearcher on X 2025-07-22 01:19:03 UTC 10.7K followers, XX engagements
"Who knows but max $5b/mth unwind of Treasury is pretty symbolic at this pt (+$35b/month of MBS) But if you want an illustrative framework Reserves stand at $3.4t +$200b of RRP = $3.6t Of that $500b has to go fill the TGA. That leaves $3.1t left. If we use Wallers $2.7t as the limit that is $400b of TBills capacity that the domestic banking system can soak up. At $2trillion annual deficits (or $170b/month) that gives us at least X more months till QT ends" @yieldsearcher on X 2025-07-19 00:42:35 UTC 10.7K followers, XXX engagements
"Subtle behavior change I just realized: Seldom carried water bottles to walk around the city before. Just bought water bottles if needed at nearby stores. Saw $XXXX (before tax) px tag on those bottles a couple months ago. Now I carry water bottles" @yieldsearcher on X 2025-07-20 14:15:59 UTC 10.7K followers, 9493 engagements
"Chinese 10Y yield chart. Two key dates that led to its precipitous decline over the past XX months - US election in Nov and Liberation Day. Showing some marginal signs of recovery from the trough lately but Chinese bond mkt is holding its breath for the final deal with the US" @yieldsearcher on X 2025-07-21 02:47:55 UTC 10.7K followers, 2054 engagements
"@AllVentured Agreed. Increase in household staples and apparels offset by decline in durables and travels. As long as personal income growth is limited we are just shifting mix from finite total consumption pie" @yieldsearcher on X 2025-07-22 03:21:35 UTC 10.7K followers, XXX engagements
"Cantor that I know rarely takes balance sheet risk. They basically structure and arrange those products and match px where there are enuf buyers and sellers. They just create and make markets and take a hefty bid-ask spreads on these esoteric instruments. Truly one of the scrappiest firms" @yieldsearcher on X 2025-07-22 16:37:17 UTC 10.6K followers, XX engagements
"The cyclicals analyst in me sympathizes with your thesis but you are admittedly fighting this prevailing narrative (rightly or wrongly; that said I am a believer too personally) that Genius/Clarity Act will help altcoins establish themselves as legitimate asset class on their own versus Bitcoin" @yieldsearcher on X 2025-07-23 04:02:43 UTC 10.7K followers, XXX engagements
"@qussl3 That is the idea yes. Obv the Fed can help but right now that is not exactly a given like it used to" @yieldsearcher on X 2025-07-23 10:49:11 UTC 10.7K followers, XX engagements
"Yup. Trump is saying this Japan trade deal framework is a one-off" @yieldsearcher on X 2025-07-23 11:52:19 UTC 10.7K followers, 3329 engagements
"@dons_korea Have a friend who works in robotics in SV. Biggest issue is the long production iteration cycle. Things can take weeks to fix/upgrade new hardwares whereas in Shenzhen it takes XX hrs" @yieldsearcher on X 2025-07-22 01:54:26 UTC 10.7K followers, XXX engagements
"BTC rally this cycle began from Oct 2023 at $27K. The real catalyst that really drove this rally into hypergear was the spot ETF approval that came in Jan 2024 and institutional money started coming in. Genius/Clarity Acts may likely do the same for (select) altcoins" @yieldsearcher on X 2025-07-18 12:30:03 UTC 10.7K followers, 1820 engagements
"I mean if they are intent on pushing Powell out might as well go all in hell or high water and try to get this done by July FOMC. Key word being try" @yieldsearcher on X 2025-07-21 12:06:23 UTC 10.7K followers, 3231 engagements
"Wouldnt shock me if this gets invested as part of our strategic crypto reserves or FX reserves going into inevitable monetary reset/USD revaluation (lower)" @yieldsearcher on X 2025-07-23 18:33:06 UTC 10.7K followers, 3395 engagements
"Reducing net except altcoins and gold. Want to see what Japanese have to say tonight and what Bessent does at the Fed this evening" @yieldsearcher on X 2025-07-21 19:58:40 UTC 10.7K followers, 5954 engagements
"TLDR: Housing (45% weighting in US Core CPI) is deflating with no labor tightness. Thank you for your attention to this matter" @yieldsearcher on X 2025-07-22 14:42:37 UTC 10.7K followers, 6145 engagements
"Ytd total return SPY: +7.7 QQQ: +10.1 IWM: +1.1 TLT: -XXX HYG: +5.0 BTC: +26 ETH: +6.4 XRP: +69 GLD: +27 SLV: +31 DAX (German equity in USD): +35 EWY (Korean equity in USD): +42 Foreign equity in USD even bigger outperformers than gold bitcoin and silver" @yieldsearcher on X 2025-07-21 12:55:57 UTC 10.7K followers, 2717 engagements
"Mainstream altcoins still have legs as we gonna get more regulatory clarity this cycle. Also by his same logic XRP is not a security either. The appeal should be dropped soon then" @yieldsearcher on X 2025-07-21 19:03:58 UTC 10.7K followers, 2582 engagements
"This has been increasingly talked about by professional equity community on the Street in recent days. Short momos epic squeeze overwhelming Mag X has been the consistent theme over the past month. Multiple standard deviation reversal of a very crowded pair trades by big FM accounts You also see it in crypto where ETH (with its massive short base) outperforming BTC by a wide margin. Behind the benign index move is a serious violence inflicted on our most structurally levered players in the market" @yieldsearcher on X 2025-07-24 11:47:38 UTC 10.7K followers, 6763 engagements
"@metahacker_ Do you see similar setup for solana or xrp Or just eth" @yieldsearcher on X 2025-07-22 15:16:05 UTC 10.6K followers, XX engagements
"@metahacker_ I can be convinced that ETH will stand on its own at the end of this secular altcoin bull cycle but the global liquidity regime still runs on BTC" @yieldsearcher on X 2025-07-22 15:09:00 UTC 10.7K followers, XX engagements
"Important but with a caveat. PPI does not include final imported goods. However headline PPI does incorporate: X. Domestic producers price responses to tariffs X. Intermediate imported goods (like auto parts) that are used in the production of final domestic goods. 2/3 of US imports are raw materials and intermediate goods; only 1/3 final X. Logistics wholesale and retail margins on imported goods which are not insignificant. (Logistics accounts for XX% of total consumer prices; typical retail gross margins range from 25%-35%) So not XXX% but PPI does capture a significant portion of the" @yieldsearcher on X 2025-07-16 13:57:19 UTC 10.7K followers, 9476 engagements
"I believe altcoins have room to enjoy the post-Genius Act secular honeymoon a bit longer. However (1) BTC being anchored (2) the JPY moving downward and (3) gold/silver outperformance are all signaling that some caution is warranted across risk assets" @yieldsearcher on X 2025-07-21 14:14:50 UTC 10.6K followers, 2301 engagements
"Worth noting that BTC is still trading $120K while altcoins are in the green. This suggests that much of the recent move may be driven by OG BTC holders rotating into ETH XRP and others. Hard to say whether this rotation is a prelude to the long-speculated Tether crackdown. However if there is one interest group in the US with more influence than the financial sector it is the national security establishment" @yieldsearcher on X 2025-07-18 13:22:28 UTC 10.7K followers, 3279 engagements
"@Alimasubway He is great. Esp these days gotta expand the art of the possible outcomes" @yieldsearcher on X 2025-07-21 20:45:40 UTC 10.7K followers, XX engagements
"Last post on PPI (since we have retail sales to deal with tomorrow). Intermediate PPI (4 stages) shown here with core goods portion at each stage highlighted below. Interestingly showing meaningful slowdown on Stage X and X which should embed some intermediate goods imports that are tariffed. Stage 4: +0.1% MoM from +0.4% MoM prior - This includes auto parts and machineries Stage 3: -XXX% from +0.6% prior - Refined metal products like HRC bars and fabricated materials Stage 2: +0.4% from XXX% prior - Raw chemicals plastics and commodities. As you can see crude px spike did have an impact" @yieldsearcher on X 2025-07-17 05:39:37 UTC 10.7K followers, 2764 engagements
"If I told you in Jan that there would be a global XX% tariff + XX% on certain core commodities would you have guessed SPY +8% I know I wouldnt have. (Yes I know it is down if adjusted for major DM currencies but we live in a dollar-based world)" @yieldsearcher on X 2025-07-23 16:12:53 UTC 10.7K followers, 5124 engagements
"@Bluemoon_SEON Nope. Who knows. But just relived my deja vu from gme craze" @yieldsearcher on X 2025-07-22 01:33:44 UTC 10.6K followers, XX engagements
"The second-derivative effect here is that a decline in highly discretionary cyclical goods and services eventually impacts employment negatively. Sectors like autos electronics and travel are far more sensitive - and employ more people - than consumer staples or apparel. At the end of the day what ultimately matters is aggregate personal income. Within a finite consumption pie an increase in the price of certain goods leads to substitution effects that offset spending elsewhere" @yieldsearcher on X 2025-07-22 03:35:18 UTC 10.7K followers, 3328 engagements
"All the recent altcoin craze has somehow escaped Trumpcoin (-87% from ATH) 🤔" @yieldsearcher on X 2025-07-19 20:41:42 UTC 10.7K followers, 53.3K engagements
"The internals show that govt hiring hiding significant prvt sector slowdown Private employment: (74K vs 100K cons /137K prior (revised from 140K) Ditto Mfg (-7K vs -2K cons / -7K prior) The delta comes from Govt employment +73K vs last months -1K. Federal govt is shedding 7K but states and locals added 70K. Extrapolation will suggest continued slowdown in the private sectors so it has a bearish bent on future NFPs. But for the time being very clear verdict that there are no cuts coming anytime soon and the matrix can celebrate the ostensibly healthy US economy" @yieldsearcher on X 2025-07-03 12:48:46 UTC 10.7K followers, 15.2K engagements
"He makes solid pts but I cant help but chuckle at his lamentation on XRP bagholders. Up XX% ytd XXX% over 1Y and the hate on them is just too real. What happened to respect the px action We are going to see altcoin institutionalization this cycle the same way BTC got done early last yr" @yieldsearcher on X 2025-07-23 00:18:23 UTC 10.7K followers, XXX engagements
"@phaedrus888 You referring to gold or risk assets in general" @yieldsearcher on X 2025-07-21 23:24:30 UTC 10.7K followers, XX engagements
"You trade paper gold for daily liquidity but physicals have a place in ones HODL portfolio imo. Yes gold will likely crash during a DXY squeeze or debt deflation. However such events should they occur will likely necessitate a monetary reset. Basel III implicitly suggests that physical gold revaluation is how banks will be recapitalized under such deflationary scenarios" @yieldsearcher on X 2025-07-21 13:52:21 UTC 10.7K followers, 3277 engagements
"Who in their normal mind have the nerve and disposition to not take a single penny of profit thru multiple cycles over XX yrs And then all of sudden decides to exit all at once This question is bothering me a little more than it should but is" @yieldsearcher on X 2025-07-18 18:07:54 UTC 10.7K followers, 354.7K engagements
"Bad certainty is better than lack of certainty so I expect a positive mkt reaction. But the marginal move suggests that either mkt is kinda waiting for full details and/or is appreciating the scale of value extraction at hand here. Japans export is $150b/yr. Now replicate this to Europe ($550-600b/yr of goods) and China ($450-500b/yr of goods)" @yieldsearcher on X 2025-07-23 00:00:27 UTC 10.7K followers, 5780 engagements
"@Ksalmon_idk I suspect we will find out by seeing how quickly Trump gains control of the Fed" @yieldsearcher on X 2025-07-23 03:12:19 UTC 10.7K followers, XXX engagements
"@FibonacciInves1 And that is XX% of core cpi" @yieldsearcher on X 2025-07-22 02:07:17 UTC 10.7K followers, XXX engagements
"Every incremental detail on this deal gets worse for Japan" @yieldsearcher on X 2025-07-23 13:49:51 UTC 10.7K followers, 22.9K engagements
"Refuted by Ishiba a few hrs later. Someone wants a political future after this; his boss knows his career is over" @yieldsearcher on X 2025-07-24 11:38:57 UTC 10.7K followers, 4003 engagements
"A couple of pet peeves of mine on FinTwit community coming from a fixed income background - Focus on overall inflation print instead of core (Fed does not care about temporary spike in oil in June) - Conflate rates with credit. (Both are fixed income but very different mkts)" @yieldsearcher on X 2025-07-15 14:27:32 UTC 10.7K followers, 1947 engagements
"@StevieGhandiz Mix of a number of major top blockchains but am weighted towards US ones cuz of tether risk. No memecoins (though Trumpcoin is one exception I get involved time to time)" @yieldsearcher on X 2025-07-21 20:34:07 UTC 10.6K followers, XX engagements
"@TheFoolishPig That I agree. Japanese pensions/insurance are different beasts altogether though" @yieldsearcher on X 2025-07-21 00:05:55 UTC 10.6K followers, XX engagements
"Bond mkt back to not caring about 20Y auctions" @yieldsearcher on X 2025-07-23 17:23:45 UTC 10.7K followers, 4153 engagements
"When the dollar is flush with liquidity you are correct. But once the trade balance declines and the current account surplus no longer generates enough dollars to sustain local monetary base growth a eurodollar shortage will become a thing. In the end the RoW's financial system runs on a 50-year accumulation of current account surplus dollars. That is the fundamental root of their monetary base. One exception is China. China has enough gold a manufacturing base that produces goods other countries want very little debts owed to foreigners and bilateral trade relationships with commodity-rich" @yieldsearcher on X 2025-07-17 05:01:01 UTC 10.7K followers, XXX engagements
"@RuneHSM That is a fair pt but altcoins are $1.6t market cap only. In the long run plenty of rooms to grow. I do expect some near term vol event coming in relatively short order. That affects my sizing near term. But not my long term secular thesis" @yieldsearcher on X 2025-07-21 19:29:03 UTC 10.6K followers, XX engagements