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# ![@1CoastalJournal Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1666536805955702793.png) @1CoastalJournal The Coastal Journal

Banks are facing significant stress, with several institutions, including Western Alliance ($WAL), Jefferies ($JEF), and others, showing signs of trouble due to exposure to subprime auto loans and other assets. The Tricolor Holdings bankruptcy has sparked contagion, with banks like JPMorgan ($JPM), Bank of America ($BAC), and others reporting exposure. The situation is causing concerns about liquidity and credit risk, with some warning of a potential credit crunch.

### Engagements: XXXXXX [#](/creator/twitter::1666536805955702793/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666536805955702793/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +57%
- X Months XXXXXXXXX +44%
- X Year XXXXXXXXXX +50%

### Mentions: XX [#](/creator/twitter::1666536805955702793/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666536805955702793/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +12%
- X Months XXXXX +112%
- X Year XXXXX +37%

### Followers: XXXXXX [#](/creator/twitter::1666536805955702793/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666536805955702793/c:line/m:followers.svg)

- X Week XXXXXX +0.81%
- X Month XXXXXX +8.70%
- X Months XXXXXX +38%
- X Year XXXXXX +100%

### CreatorRank: XXXXXXX [#](/creator/twitter::1666536805955702793/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666536805955702793/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  #5500 [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [products](/list/products)  XXXX% [gaming](/list/gaming)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[liquidity](/topic/liquidity) #188, [ai](/topic/ai) #6829, [$orcl](/topic/$orcl) #48, [$nvda](/topic/$nvda) #1680, [debt](/topic/debt) #215, [$100b](/topic/$100b) #7, [$crwv](/topic/$crwv) #76, [$avgo](/topic/$avgo) #154, [the hype](/topic/the-hype) #313, [cash flow](/topic/cash-flow) #353

**Top accounts mentioned or mentioned by**
[@cfpstrategist4u](/creator/undefined) [@dmdtos69](/creator/undefined) [@analystsacademy](/creator/undefined) [@reelekool](/creator/undefined) [@bobbydo01596102](/creator/undefined) [@chesternchloe4](/creator/undefined) [@alldaystocks](/creator/undefined) [@ksherman1818](/creator/undefined) [@discountedbtc](/creator/undefined) [@david_a_thigpen](/creator/undefined) [@grok](/creator/undefined) [@kalshiculture](/creator/undefined) [@gordonjohnson19](/creator/undefined) [@barrettsanders](/creator/undefined) [@michaeljburry](/creator/undefined) [@tenagliajohn](/creator/undefined) [@saltydocem](/creator/undefined) [@joshdenofnerds](/creator/undefined) [@leelichterman](/creator/undefined) [@yieldsearcher](/creator/undefined)

**Top assets mentioned**
[Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Netflix Inc (NFLX)](/topic/$nflx) [Walrus (WAL)](/topic/$wal) [Texas Instruments (TXN)](/topic/$txn) [Microsoft Corp. (MSFT)](/topic/$msft) [ParaSwap (PSP)](/topic/$psp) [Banc of California, Inc. (BANC)](/topic/$banc) [Epic Ballad Coin (EBC)](/topic/$ebc) [Valley National Bancorp (VLY)](/topic/$vly) [JPMorgan Chase (JPM)](/topic/$jpm) [OwlDAO (OWL)](/topic/$owl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [M&T Bank Corporation (MTB)](/topic/$mtb) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Lincoln National Corporation (LNC)](/topic/$lnc) [Unum Group (UNM)](/topic/$unm) [Principal Financial Group Inc (PFG)](/topic/$pfg) [T Rowe Price Group Inc (TROW)](/topic/$trow)
### Top Social Posts
Top posts by engagements in the last XX hours

"BANK CRASH There has been NO News today on why regional banks have entered a correction with a majority of banks down -XX% to XX% since the Fed heads cut rates at the end of Sept. **Overnight Repo Ops have been rising as we been reporting $WAL $BANC $EBC $VLY $KRE"  
[X Link](https://x.com/1CoastalJournal/status/1978826923372339664)  2025-10-16T14:14Z 18.6K followers, 487.5K engagements


"@Kalshi_Culture X not X there"  
[X Link](https://x.com/1CoastalJournal/status/1998408855823553023)  2025-12-09T15:06Z 18.6K followers, XXX engagements


"Wall Street spent last week screaming 📈 rates - Todays $39B 10-year auction: XXXXX% stop Bid To Cover XXXX (avg) Indirects XXXXX% (monster foreign bid) dealers only XXX% - Narrative obliterated: foreign buyers juiced it not weakcleared cheaper than feared"  
[X Link](https://x.com/1CoastalJournal/status/1998469658194890821)  2025-12-09T19:07Z 18.6K followers, 1936 engagements


"$JPM -XXX% 📉 Today"  
[X Link](https://x.com/1CoastalJournal/status/1998472241064079399)  2025-12-09T19:18Z 18.6K followers, 3509 engagements


"$qqq now down -X% since our warning that Oct XX 2025 was the TOP in the AI bubble Full details below"  
[X Link](https://x.com/1CoastalJournal/status/1990802194317332909)  2025-11-18T15:20Z 18.6K followers, 2071 engagements


"Private Credit is 📉 -XX% since Sept Its liquidation. Private credit is cracking BDC stress is surfacing and the Boston Feds warnings are playing out. Largest down volume since $SVB went down. This market is quietly telling you: liquidity is running out. $PSP"  
[X Link](https://x.com/1CoastalJournal/status/1991236254826914264)  2025-11-19T20:04Z 18.6K followers, 7164 engagements


"🚨FED DISCOUNT WINDOW 📈 The Fed pulled liquidity at the start of November by about -XX% and this week it surged back near a 2025 high of $X billion. This is on top of the $XX Billion they did in over night repo this week. Full report here:"  
[X Link](https://x.com/1CoastalJournal/status/1994532274742899084)  2025-11-28T22:22Z 18.6K followers, 73.5K engagements


"THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the 🌷 Shiller PE XX Repo 📈 $100B+ per month Discount Window +$8B this week $250B+ since the summer Markets running on liquidity alone 🤳:"  
[X Link](https://x.com/1CoastalJournal/status/1996701371777859845)  2025-12-04T22:01Z 18.6K followers, 19.3K engagements


"$NFLX -X% 📉since our report breaking down their slow growth and over valuation PE is still XX 🫧🫧🫧"  
[X Link](https://x.com/1CoastalJournal/status/1997005691366920555)  2025-12-05T18:10Z 18.6K followers, 2140 engagements


"$NFLX -XX% 📉since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"  
[X Link](https://x.com/1CoastalJournal/status/1997007201987448912)  2025-12-05T18:16Z 18.6K followers, 1223 engagements


"$NFLX Earnings Get Slashed Exposes slowing growth & margin compression; a XX multiple Net income XXXX% q/q EPS XXXX% q/q $TXN Growth Never Came. Is this the beginning of the horror movie for AI stocks Get the full Q3 report:"  
[X Link](https://x.com/1CoastalJournal/status/1980752849241010245)  2025-10-21T21:47Z 18.6K followers, 21K engagements


"$NVDA Earnings: Blackmagic Surging inventory XX% is demand really off the charts AR balloons +45% Declining Cash Flow Wheres the cash from the Insanedemand Did $Orcl or $Meta not get their SPV funding 🚨 Full forensic breakdown:"  
[X Link](https://x.com/1CoastalJournal/status/1991288942461870288)  2025-11-19T23:34Z 18.6K followers, 486.9K engagements


"AR up XX% inventory up XX% and XX% of NVIDIAs AR tied to hyperscalersmany funded by BDCs now facing redemptions. If credit tightens hyperscalers cant pay. NVIDIAs demand vanishes cash dries up. This isnt just delayits a leveraged illusion primed to unwind. $OWL $PSP"  
[X Link](https://x.com/1CoastalJournal/status/1991399737606697065)  2025-11-20T06:54Z 18.6K followers, 11.2K engagements


"This almost never happens. Historically: Repo = liquidity problem Discount Window = solvency problem When both rise simultaneously it means: A liquidity problem caused by a solvency problem caused by bad collateral. This is what makes late 2025 unique: Banks need cash Over night repo Banks need emergency cash Discount Window Banks only post MBS their Treasuries are off-limits SOFR destabilizes trust breaks The dollar surges global demand for USD collateral spikes Stocks fall when liquidity pauses (last week) The Fed resumes injections stocks rebound instantly That is the classic definition of"  
[X Link](https://x.com/1CoastalJournal/status/1994542319438369229)  2025-11-28T23:02Z 18.6K followers, 25.9K engagements


"@yieldsearcher $Dxy bottomed on Sep XX Full details here :"  
[X Link](https://x.com/1CoastalJournal/status/1995337462475055563)  2025-12-01T03:41Z 18.6K followers, XXX engagements


"AI Is Becoming Cheaper & @deepseek_ai Just Proved It. New Models Arent Just Cheaper Theyre Now Beating the Most Expensive Models in the World outperform GPT-5 High Claude XXX Sonnet & Gemini XXX Pro across many of the hardest reasoning benchmarks Details below"  
[X Link](https://x.com/1CoastalJournal/status/1995492211769913814)  2025-12-01T13:56Z 18.6K followers, 2335 engagements


"Companies like $CRWV and $ORCl why do they buy so many GPUs LLM models are already outperforming with lower compute power costing a fraction of the price and their usage is free. Where does the ROI for those GPUs come from Link:"  
[X Link](https://x.com/1CoastalJournal/status/1995497166094455059)  2025-12-01T14:16Z 18.6K followers, 1987 engagements


"So lets get this straight for todays events X. The Nasdaq Futures down -X% X. The Fed prints $XX Billion for Wall ST X. The Nasdaq erases the entire -X% move. Coincidence You decide"  
[X Link](https://x.com/1CoastalJournal/status/1995550121447350767)  2025-12-01T17:46Z 18.6K followers, 7177 engagements


"DeepSeek released a super-powerful AI & beats U.S. models in math coding & real tasks costing XX less per answer than GPT It means $500B+ GPU mega-data centers (built for we need more power) are massively over-priced over-built when a smarter cheaper Ai does the same job"  
[X Link](https://x.com/1CoastalJournal/status/1995610342790234525)  2025-12-01T21:45Z 18.6K followers, 2254 engagements


"cash/collateral squeeze SOFR spikes above Fed ceiling forces fire-sales of Treasuries/MBS sharp rise in yields & mortgage rates credit markets freeze risk of 2019-style repo crisis XXX or wider financial crisis"  
[X Link](https://x.com/1CoastalJournal/status/1995864333512032292)  2025-12-02T14:35Z 18.6K followers, 8302 engagements


"$MSFT NOW DOWN -XX% since our report a few months ago. $Meta DOWN -XX% Maybe cash flows do matter. Remember Wall St gives you fake price signals chasing headlines. They will never tell you when to sell"  
[X Link](https://x.com/1CoastalJournal/status/1996327934177706041)  2025-12-03T21:17Z 18.6K followers, 4850 engagements


"$MSFT NOW DOWN -XX% since our report a few months ago. $Meta DOWN -XX% Maybe cash flows do matter. Remember Wall St gives you fake price signals chasing headlines. They will never tell you when to sell"  
[X Link](https://x.com/1CoastalJournal/status/1996329108327002176)  2025-12-03T21:22Z 18.6K followers, 2223 engagements


"$meta -XX% $msft -XX% $Amzn -X% Can you hear us knocking now @GregCrennan ⚠: profits without real cash flow eventually fail. Microsoft shares surged initially after earnings but faded rapidly reflecting investors dawning realization that promises alone won't deliver 💵"  
[X Link](https://x.com/1CoastalJournal/status/1996330287673057575)  2025-12-03T21:26Z 18.6K followers, 6351 engagements


"$NFLX -XX% 📉since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"  
[X Link](https://x.com/1CoastalJournal/status/1997007353657676235)  2025-12-05T18:17Z 18.6K followers, 5358 engagements


"$CRWV $15B debt is 9x EBITDA $2B capital raise is a desperate cry. Q1's $314M loss & $264M interest burden confirm the shift to Ponzi Finance. The cash flow illusion has SHATTERED. CDS SOARING"  
[X Link](https://x.com/1CoastalJournal/status/1998036143875756281)  2025-12-08T14:25Z 18.6K followers, 2084 engagements


"$CRWV $15B debt is 9x EBITDA $2B capital raise is a desperate cry. Q1's $314M loss & $264M interest burden confirm the shift to Ponzi Finance. The cash flow illusion has SHATTERED. CDS SOARING"  
[X Link](https://x.com/1CoastalJournal/status/1998036455957074402)  2025-12-08T14:26Z 18.6K followers, 2316 engagements


"Financials are flashing stress: $ZION $MTB $HBAN may be tapping Fed repo and discount windows for liquidity While insurers $LNC $PFG & $UNM plus $TROW OHA unit are loaded with private credit and CLO risk. Link:"  
[X Link](https://x.com/1CoastalJournal/status/1985434582347575336)  2025-11-03T19:51Z 18.6K followers, 11.3K engagements


"Are We in an AI 🫧 Everyone sees the hype few see the numbers behind it. GPU Rental prices 📉 Model training costs 📉 -XX% Capex 📈 4080% YoY Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:"  
[X Link](https://x.com/1CoastalJournal/status/1995324068934078624)  2025-12-01T02:48Z 18.6K followers, 18.2K engagements


"Are We in an AI 🫧 Everyone sees the hype few see the numbers behind it. GPU Rental prices 📉 Model training costs 📉 -XX% Capex 📈 4080% YoY Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:"  
[X Link](https://x.com/1CoastalJournal/status/1995324745504718871)  2025-12-01T02:51Z 18.6K followers, 32.5K engagements


"⚠WALL ST LIQUIDITY CRISIS 🚨SRF just hit $9B today $84B in X days. SOFR is ripping above the Feds range with XX% & XX% percentile prints surging & volume $3.4T. Funding stress is HERE. The plumbing is cracking. Liquidity is tightening. This is the start of the crises"  
[X Link](https://x.com/1CoastalJournal/status/1995858228635439482)  2025-12-02T14:10Z 18.6K followers, 75.9K engagements


"Overnight repo is flashing red. Banks are rushing to the Fed dumping mortgage-backed securities for cash. That screams collateral stress and when collateral is already stuffed with unrealized losses collateral stress = someone in the system is close to insolvent"  
[X Link](https://x.com/1CoastalJournal/status/1995861484711412221)  2025-12-02T14:23Z 18.6K followers, 93.9K engagements


"The data below is comparing the 2019 Repo crisis to 2025 Repo. The 2019 Repo crisis started in Sept 2019 & MBS 💩 unloading to the Fed started. This sent the Nasdaq up from Sept- Feb. lasting X months ( $qqq up 15%) before the -XX% 📉 2025 is already on a similar path"  
[X Link](https://x.com/1CoastalJournal/status/1995912751760519346)  2025-12-02T17:47Z 18.6K followers, 6060 engagements


"$CRWV Has Slumped on Debt Concerns. It Is Issuing More Convertible Bonds. -7%"  
[X Link](https://x.com/1CoastalJournal/status/1998080889356718237)  2025-12-08T17:23Z 18.6K followers, 2459 engagements


"$WAL -X% today YTD: X% 🧐"  
[X Link](https://x.com/1CoastalJournal/status/1998118985968259453)  2025-12-08T19:54Z 18.6K followers, 1158 engagements


"$WAL -XXX% 📉 Today 👀"  
[X Link](https://x.com/1CoastalJournal/status/1998472356134793225)  2025-12-09T19:18Z 18.6K followers, 2975 engagements


"Liquidity Revolutions: The AI Debt 🫧 & Fed Plumbing The system is glitching. Repo +$100B 📈 Fed forced to cut 📉 $ORCL revenue X% 📉 FCF collapse $13.2B 💀 Debt rockets to $XXX Billion 🚀 Full report:"  
[X Link](https://x.com/1CoastalJournal/status/1998891578371514782)  2025-12-10T23:04Z 18.6K followers, 17.2K engagements


"Liquidity Revolutions: The AI Debt 🫧 & Fed Plumbing The system is glitching. Repo +$100B 📈 Fed forced to cut 📉 $ORCL revenue X% 📉 FCF collapse $13.2B 💀 Debt rockets to $XXX Billion 🚀 Link:"  
[X Link](https://x.com/1CoastalJournal/status/1998903600966414851)  2025-12-10T23:52Z 18.6K followers, 1128 engagements