# ![@B2Balzer Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3634043833.png) @B2Balzer empty_cup

empty_cup posts on X about deflation, mortgage rate, liquidity, bitcoin the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3634043833/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3634043833/c:line/m:interactions.svg)

- [--] Week [------] +1,937%
- [--] Month [------] +290,840%
- [--] Months [------] +107,933%
- [--] Year [------] +13%

### Mentions: [--] [#](/creator/twitter::3634043833/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3634043833/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::3634043833/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3634043833/c:line/m:followers.svg)

- [--] Week [---] +17%
- [--] Month [---] +38%
- [--] Months [---] +29%
- [--] Year [---] +32%

### CreatorRank: [-------] [#](/creator/twitter::3634043833/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3634043833/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  47.32% [stocks](/list/stocks)  9.38% [cryptocurrencies](/list/cryptocurrencies)  7.14% [countries](/list/countries)  4.02% [technology brands](/list/technology-brands)  3.57% [automotive brands](/list/automotive-brands)  0.89% [travel destinations](/list/travel-destinations)  0.45% [celebrities](/list/celebrities)  0.45%

**Social topic influence**
[deflation](/topic/deflation) #31, [mortgage rate](/topic/mortgage-rate) 7.59%, [liquidity](/topic/liquidity) 7.14%, [bitcoin](/topic/bitcoin) 5.36%, [money](/topic/money) 3.57%, [strike](/topic/strike) #2242, [stocks](/topic/stocks) 2.23%, [breakout](/topic/breakout) 1.79%, [calls](/topic/calls) #1151, [hidden](/topic/hidden) 1.79%

**Top accounts mentioned or mentioned by**
[@psibirskiy](/creator/undefined) [@qagellc](/creator/undefined) [@psychprofits](/creator/undefined) [@tozgokmen](/creator/undefined) [@davetrane11](/creator/undefined) [@jonbrooks](/creator/undefined) [@jpmoney95630](/creator/undefined) [@edwardsrahmn](/creator/undefined) [@haydenbaldwin10](/creator/undefined) [@stealthqe4](/creator/undefined) [@jedimarkus77](/creator/undefined) [@rogainetrader](/creator/undefined) [@levensondavid](/creator/undefined) [@yieldsearcher](/creator/undefined) [@loganmohtashami](/creator/undefined) [@1nvestorgadget](/creator/undefined) [@trentkelp](/creator/undefined) [@gmillermortgage](/creator/undefined) [@johnravenda](/creator/undefined) [@mortgagetruth](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Coca-Cola Co (KO)](/topic/$ko) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Planet Labs PBC (PL)](/topic/$pl) [Hershey Co (HSY)](/topic/$hsy) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Spacemesh (SMH)](/topic/$smh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [PepsiCo, Inc. (PEP)](/topic/$pep) [CVS Health Corp (CVS)](/topic/cvs) [Exxon Mobil (XOM)](/topic/$xom) [Citigroup Inc (C)](/topic/citigroup)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@valuedrift Sure. But IV on xlp a month out vs sept is barely any diff Im just scared to jump into long bonds until confirmation Xlp is breakout and always leads defensive low beta sectors. I think money goes into rotation first"  
[X Link](https://x.com/B2Balzer/status/2018773435456139547)  2026-02-03T19:47Z [---] followers, [--] engagements


"@GlobalCollapse First software then semis Over supply U saw blue owl crash n burn. invest in data centers. burn cash"  
[X Link](https://x.com/B2Balzer/status/2018965309131227523)  2026-02-04T08:30Z [---] followers, [--] engagements


"$AXON HS meet neckline"  
[X Link](https://x.com/B2Balzer/status/2019295882454397232)  2026-02-05T06:23Z [---] followers, [--] engagements


"@kpak82 U always supply wonderful ideas. Here is one for you $axon"  
[X Link](https://x.com/B2Balzer/status/2019296371493445752)  2026-02-05T06:25Z [---] followers, [--] engagements


"@GoodTexture A very fair point"  
[X Link](https://x.com/B2Balzer/status/2019452562114539718)  2026-02-05T16:46Z [---] followers, [--] engagements


"A summary of @MichealMOTTCM99 article surging U.S. Treasury issuance is draining liquidity pressuring risk assets like stocks and crypto. Key points: Net bill issuance hit $600B in Q4 [----] TGA drawdowns are slowing and repo-IORB spreads signal tighter conditions"  
[X Link](https://x.com/B2Balzer/status/2019466520267727281)  2026-02-05T17:41Z [---] followers, [--] engagements


"@LogicalThesis Does bitcoin make anything Does it have a divi Is it a currency If no then physics may not apply"  
[X Link](https://x.com/B2Balzer/status/2019563473722831196)  2026-02-06T00:07Z [---] followers, [--] engagements


"Watch out on them fuddy duddy ETFs @levenson_david LEVERAGED ETFS DRIVE FORCED SELLING WAVE IN US EQUITIES Leveraged ETFs were forced to sell $18 billion of U.S. equities in a single day to rebalance exposures marking one of the top [--] largest forced-selling events on record. LEVERAGED ETFS DRIVE FORCED SELLING WAVE IN US EQUITIES Leveraged ETFs were forced to sell $18 billion of U.S. equities in a single day to rebalance exposures marking one of the top [--] largest forced-selling events on record"  
[X Link](https://x.com/B2Balzer/status/2019571890030096693)  2026-02-06T00:40Z [---] followers, [--] engagements


"@FinanceLancelot Now do vxn/vix"  
[X Link](https://x.com/B2Balzer/status/2019576131419300004)  2026-02-06T00:57Z [---] followers, [---] engagements


"@EladioSantiag14 Relax have a $KO"  
[X Link](https://x.com/B2Balzer/status/2019583211291226441)  2026-02-06T01:25Z [---] followers, [--] engagements


"Ticker ticker $OWL Very low IV for MAY 15th P00tz"  
[X Link](https://x.com/B2Balzer/status/2019585496272499035)  2026-02-06T01:34Z [---] followers, [---] engagements


"@MacroJedi @levenson_david Solar flares maybe"  
[X Link](https://x.com/B2Balzer/status/2019598143038583243)  2026-02-06T02:24Z [---] followers, [--] engagements


"@levenson_david Unfortunately the audio keeps going in and out. I've reloaded several times"  
[X Link](https://x.com/B2Balzer/status/2019601248404775336)  2026-02-06T02:37Z [---] followers, [--] engagements


"@AheadoftheNews surging U.S. Treasury issuance is draining liquidity pressuring risk assets like stocks and crypto. Key points: Net bill issuance hit $600B in Q4 [----] TGA drawdowns are slowing and repo-IORB spreads signal tighter conditions. - this article i reposted"  
[X Link](https://x.com/B2Balzer/status/2019601752073597099)  2026-02-06T02:39Z [---] followers, [--] engagements


"Correct sir. Or might I interest you in a refreshing DUMP space junk. $ASTS $RKLB $PL Buy chocolate $HSY DUMP space junk. $ASTS $RKLB $PL Buy chocolate $HSY"  
[X Link](https://x.com/B2Balzer/status/2019620406307729892)  2026-02-06T03:53Z [---] followers, [--] engagements


"@levenson_david"  
[X Link](https://x.com/B2Balzer/status/2019629518869389409)  2026-02-06T04:29Z [---] followers, [--] engagements


"Sad about $smh $nvda $goog $mu $pltr selling Screaming about manipulation or perhaps that someone knows something or believing the nonsense on TV or shills are selling Read below @Axel_bitblaze69 Or its just forced flows. Deleveraging margin calls risk-parity/vol targeting cutting exposure systematic CTAs flipping and ETF/redemption mechanics can look relentless without any single whale knowing something. Price action insider info. @Axel_bitblaze69 Or its just forced flows. Deleveraging margin calls risk-parity/vol targeting cutting exposure systematic CTAs flipping and ETF/redemption"  
[X Link](https://x.com/B2Balzer/status/2019630753240477785)  2026-02-06T04:34Z [---] followers, [---] engagements


"@BuddyBear88 Sorry buddy. That's a bad idea"  
[X Link](https://x.com/B2Balzer/status/2019645857562575310)  2026-02-06T05:34Z [---] followers, [--] engagements


"@SmedleyButlerUS Sincere query; do you view everything-everywhere-allatonce from global financial markets to politics society as all interconnected within this spiritual time frame Ending with deflation (meek inheriting ) as being the end/beginning New cycle/recycle of civilization"  
[X Link](https://x.com/B2Balzer/status/2019656494258741417)  2026-02-06T06:16Z [---] followers, [--] engagements


"@NuggetCapital Mortgage rates already falling and will"  
[X Link](https://x.com/B2Balzer/status/2019661071183933757)  2026-02-06T06:34Z [---] followers, [--] engagements


"@yuriymatso Dead cat in tech and risk on. Markets overall no comment"  
[X Link](https://x.com/B2Balzer/status/2019811288713687249)  2026-02-06T16:31Z [---] followers, [---] engagements


"@trend_bullish @TeddyGambino I disagree Either breakout or breakdown early July"  
[X Link](https://x.com/B2Balzer/status/2019812140090335643)  2026-02-06T16:35Z [---] followers, [---] engagements


"dragonfly doji forming on the weekly for semis"  
[X Link](https://x.com/B2Balzer/status/2019818990227657149)  2026-02-06T17:02Z [---] followers, [--] engagements


"Yeah but all them years of QE in the system needs to find a home. It fueled the bubble and will run to defensive. My calls were down a few % yesterday for staples. Buoyant as hell today. I agree deflationary pressures are mounting and im do believe in dollar milkshake theory https://twitter.com/i/web/status/2019865866452824331 https://twitter.com/i/web/status/2019865866452824331"  
[X Link](https://x.com/B2Balzer/status/2019865866452824331)  2026-02-06T20:08Z [---] followers, [--] engagements


"@davetrane11 My stance is coke wmt pepsi heinz are going to be recipients of "the juice" and get to high multiples and this trend to continue until it doesn't Software bear just getting started and that poisons the whole tech well circle jerk. But hey just my thoughts"  
[X Link](https://x.com/B2Balzer/status/2019866563424465031)  2026-02-06T20:11Z [---] followers, [--] engagements


"@davetrane11 Bonds will be the last thing standing But hey fuck em ill take deflation any day all day. Sure beats debasement as a regular joe"  
[X Link](https://x.com/B2Balzer/status/2019867631495606740)  2026-02-06T20:15Z [---] followers, [--] engagements


"@l1quid1ty @W98AB No one should do shit once beijing hit. Just like super bowl halftime. Prince singing purple rain in the rain will never be topped"  
[X Link](https://x.com/B2Balzer/status/2020018132719734800)  2026-02-07T06:13Z [---] followers, [--] engagements


"@LogicalThesis With dollar ripping up as mortgage rates dive Better call Jerome for some a 💊 💊 fix"  
[X Link](https://x.com/B2Balzer/status/2020019548943245546)  2026-02-07T06:19Z [---] followers, [--] engagements


"@AdamSinger @WallStAction White folk having cognitive dissonance cuz they or their wife shop their thinking it makes them better than walmart shopper. Theyre on the pathway toward CVS. The lack of flows into them (these charts) are proof"  
[X Link](https://x.com/B2Balzer/status/2020164935829864729)  2026-02-07T15:57Z [---] followers, [----] engagements


"@AgWxMan1 @BabyGotGas They dont watch MJO and they dont pay attention to ENSO flux so they will always be behind Pacific drives everything for US weather. Everything atmospheric is a result"  
[X Link](https://x.com/B2Balzer/status/2020225419749069243)  2026-02-07T19:57Z [---] followers, [--] engagements


"@martypartymusic @kanemcgukin only correction or clarification I would say to that would be is its good for the borrow w/resp to mortgage market. Deflation is a deflation does so pamp me bond calls"  
[X Link](https://x.com/B2Balzer/status/2020232540725080464)  2026-02-07T20:25Z [---] followers, [--] engagements


"crude monthly. obey the downtrend channel invalidate If and only if boots on the ground. inner channel breakout maybe from lip service but me thinks TACO is more likely also notice divergence of exxon and shell. sus"  
[X Link](https://x.com/B2Balzer/status/2020258472160555096)  2026-02-07T22:08Z [---] followers, [--] engagements


"@PloutonCapLLC @MichaelPBento Pity them not This is price of admission of the casino The fed just delayed their payment"  
[X Link](https://x.com/B2Balzer/status/2020265681271591107)  2026-02-07T22:37Z [---] followers, [--] engagements


"@crescatkevin If that were true then bitcoin wouldn't have crashed. You require feds to pamp your bags and I dont play by that clause Dollar will only grow stronger. See mortgage rates pathway for details"  
[X Link](https://x.com/B2Balzer/status/2020266363995189347)  2026-02-07T22:40Z [---] followers, [--] engagements


"@crescatkevin And debasement has always been the base case Without mass printing this deaccelerates and emerging markets go the way of indonesia which will also push the dollar back up to its rightful place"  
[X Link](https://x.com/B2Balzer/status/2020266825708368364)  2026-02-07T22:42Z [---] followers, [--] engagements


"Uh oh 😳 https://t.co/ACkJqYwy5A https://t.co/ACkJqYwy5A"  
[X Link](https://x.com/B2Balzer/status/2020274178574938470)  2026-02-07T23:11Z [---] followers, [---] engagements


"@alphacharts365 now would you bet on crude catching up to exxon or exxon catching down historically they track much tighter correlation to CL_f. [---] correlation right now. Seems someone is lying and thus i am staying away from XLE find me in XLP 🐂"  
[X Link](https://x.com/B2Balzer/status/2020282903788417152)  2026-02-07T23:45Z [---] followers, [---] engagements


"$XOM @alphacharts365 now would you bet on crude catching up to exxon or exxon catching down historically they track much tighter correlation to CL_f. [---] correlation right now. Seems someone is lying and thus i am staying away from XLE find me in XLP 🐂 https://t.co/F72QPxKoF7 @alphacharts365 now would you bet on crude catching up to exxon or exxon catching down historically they track much tighter correlation to CL_f. [---] correlation right now. Seems someone is lying and thus i am staying away from XLE find me in XLP 🐂 https://t.co/F72QPxKoF7"  
[X Link](https://x.com/B2Balzer/status/2020283430513307672)  2026-02-07T23:47Z [---] followers, [---] engagements


"@VladTheInflator And mortgage rates are collapsing and will continue to Dededededefllaaaation Yay for is plebs"  
[X Link](https://x.com/B2Balzer/status/2020335547731058849)  2026-02-08T03:15Z [---] followers, [---] engagements


"@RightTomato @VladTheInflator Pressure will be when there portfolios get wrecked from high beta equities collapse"  
[X Link](https://x.com/B2Balzer/status/2020335784675700837)  2026-02-08T03:16Z [---] followers, [---] engagements


"@yieldsearcher @DerivativesDon In addition if we assume that subdued bond volatility is masking mounting pressure . Falling mortgage rates will add a powerful convexity to unwinds"  
[X Link](https://x.com/B2Balzer/status/2020339657872117977)  2026-02-08T03:31Z [---] followers, [--] engagements


"@Investor_NICK_ lol"  
[X Link](https://x.com/B2Balzer/status/2020356022322491720)  2026-02-08T04:36Z [---] followers, [----] engagements


"@LoganMohtashami Do you think the mortgage rates decline will be accelerating further A lot more folks gonna start to qualify"  
[X Link](https://x.com/B2Balzer/status/2020365398324191264)  2026-02-08T05:13Z [---] followers, [----] engagements


"@LoganMohtashami Flows to defensive low beta is nigh. Easy money era of short bonds to buy tech is over. Take the assumption for a moment that bonds will catch a bid. Bond vol suppression masks mounting pressures. I think they catch a bid and will help drive rates lower"  
[X Link](https://x.com/B2Balzer/status/2020368418155954225)  2026-02-08T05:25Z [---] followers, [---] engagements


"@LoganMohtashami So I guess given the scenario I proposed; at what mortgage rate do we see an inflection point with accelerating home purchases"  
[X Link](https://x.com/B2Balzer/status/2020368874911482265)  2026-02-08T05:27Z [---] followers, [--] engagements


"@GlobalMacroZen @finviz_com i think energy sector would be a better target to fade. unless WW3 pops off i thought you were macro guy this is a deleveraging play causing XLP to rip up"  
[X Link](https://x.com/B2Balzer/status/2020377243328082317)  2026-02-08T06:00Z [---] followers, [---] engagements


"@1nvestorGadget @StealthQE4 Because its a reading of drying up liquidity and showing the end of easy money era"  
[X Link](https://x.com/B2Balzer/status/2020403405924225507)  2026-02-08T07:44Z [---] followers, [--] engagements


"@TicTocTick Probably not good for bitcoin miners I mean data centers"  
[X Link](https://x.com/B2Balzer/status/2020421037809451207)  2026-02-08T08:54Z [---] followers, [--] engagements


"@SamanthaLaDuc Nah that monster knows Jensen is cooked"  
[X Link](https://x.com/B2Balzer/status/2020499407129690263)  2026-02-08T14:06Z [---] followers, [--] engagements


"@1nvestorGadget @StealthQE4 Its also hacks who got fucked since November & thru last week saying someone else got fucked harder"  
[X Link](https://x.com/B2Balzer/status/2020528314041901101)  2026-02-08T16:01Z [---] followers, [--] engagements


"@grok @vab2935 @yieldsearcher She will weaken the yen Thus dollar will continue to rise"  
[X Link](https://x.com/B2Balzer/status/2020540529428299864)  2026-02-08T16:49Z [---] followers, [--] engagements


"@1nvestorGadget @StealthQE4 Whats ironic is they dont realize how its intertwined with liquidity all the while they double fist overweight back into tech BTFD"  
[X Link](https://x.com/B2Balzer/status/2020548304283775299)  2026-02-08T17:20Z [---] followers, [--] engagements


"no no fuck that bro fuck them good and hard stupid cunts sure bernanke yellen and powell all had a hand in building generations of BTfD degens but the fucking rules of the casino are what they are the Fed just delayed the price of admission for them. If they cant see the obvious rotation out or high beta then they MORE than deserve whats coming"  
[X Link](https://x.com/B2Balzer/status/2020588528351281354)  2026-02-08T20:00Z [---] followers, [--] engagements


"@KingOfInvestors Look at RIG Weekly charts Boolish 2/20s ER on 17th to make it zesty"  
[X Link](https://x.com/B2Balzer/status/2020607781330682188)  2026-02-08T21:16Z [---] followers, [--] engagements


"@1nvestorGadget @StealthQE4 Nah won't be high beta Its hard to see cuz its going to Healthcare hard which boosts IBB Deleveraging means the reverse play is in. No more short staples to buy tech. Unwind it and pamp my coke calls"  
[X Link](https://x.com/B2Balzer/status/2020613472212656496)  2026-02-08T21:39Z [---] followers, [--] engagements


"@julie_wade I made a thing"  
[X Link](https://x.com/B2Balzer/status/2020617347325911065)  2026-02-08T21:54Z [---] followers, [---] engagements


"to attempt to paraphrase @julie_wade full and glorious explanation; This can lead to risk of a nonlinear "liquidity vacuum" which can then lead to a volatility paradox (likely what we have noticed in MOVE) Equity market stability in [----] hinges not on visible retail margin but on the fragility and interdependencies of this hidden shadow-leveraged ecosystem which is highly sensitive to the cost of capital and prone to rapid amplified unwind dynamics. so yeah MOAR vix and deleverage pamp our bonds https://twitter.com/i/web/status/2020629050642104492"  
[X Link](https://x.com/B2Balzer/status/2020629050642104492)  2026-02-08T22:41Z [---] followers, [--] engagements


"i dont see any meaningful reason for price to breakout its range until weekend of 23rd. i thought it might change after Vday weekend but still seems mild this NE cold snap weekend was cold the them but minnesota was skinny dipping whatever what do i know its just funny cuz the PV looks stable but only over N america https://twitter.com/i/web/status/2020640375086719399 https://twitter.com/i/web/status/2020640375086719399"  
[X Link](https://x.com/B2Balzer/status/2020640375086719399)  2026-02-08T23:26Z [---] followers, [--] engagements


"@EladioSantiag14 Hey Piano man Trying to rectify XOM big divergence from oil price. Im bullish on energy adjacent stocks like RIG. but XOM historically has tight correlation albeit a bit looser than SHEL"  
[X Link](https://x.com/B2Balzer/status/2020673778561499338)  2026-02-09T01:39Z [---] followers, [--] engagements


"@DVSignals oil what now energy stocks can go up but mind your oil price conjecture"  
[X Link](https://x.com/B2Balzer/status/2020679880334323717)  2026-02-09T02:03Z [---] followers, [--] engagements


"wrong none of that shit matters The riskiest slice of high-yield debt (high-beta CCCs) appears to be taking the initial hit in terms of relative price weakness and spread widening consistent with a "flight to quality" within junk bonds. Broader HY holds up better due to its heavier weighting in stronger BB/B credits. This supports the low-beta dominance narrative. This narrative is laid bare in defensives price action relative to the weakness in tech and software https://twitter.com/i/web/status/2020706863663444066 https://twitter.com/i/web/status/2020706863663444066"  
[X Link](https://x.com/B2Balzer/status/2020706863663444066)  2026-02-09T03:50Z [---] followers, [--] engagements


"@MartyBent no its a hyper liquid sponge. not a currency. a fugazi sponge and without the Fed faucet flowing it will continue to drop better call powell"  
[X Link](https://x.com/B2Balzer/status/2020707924075798967)  2026-02-09T03:54Z [---] followers, [--] engagements


"@biolover45 @coinbureau But if it isnt accelerating enough it wont move the needle on bitcoin or put meaningful sustainable lift back into risk assets"  
[X Link](https://x.com/B2Balzer/status/2020718771514872235)  2026-02-09T04:37Z [---] followers, [--] engagements


"We have been in a negative PDO for 16yrs and when that switches back to positive it will be a much bigger driver on weather/atmosphere than cow farts. Be concerned with heat traps of man made buildings roads roofs etc. They store heat where trees are zero. Emissions unless its a volcano eruptions is nonsense in regards to warming of the planet. ENSO cycles and and PDO or pacific decadol oscillation (yeah thats right decadol) compared to emissions as energy density is like comparing the neutron bomb to a sparkler https://twitter.com/i/web/status/2020725019157147913"  
[X Link](https://x.com/B2Balzer/status/2020725019157147913)  2026-02-09T05:02Z [---] followers, [--] engagements


"@BPork254 @thematrixb0t And equatorial water temperature fluctuations are a far bigger driver of weather than anything above the surface"  
[X Link](https://x.com/B2Balzer/status/2020725478014030253)  2026-02-09T05:04Z [---] followers, [--] engagements


"@Psibirskiy Bitcoin degens have infiltrated silver"  
[X Link](https://x.com/B2Balzer/status/2020761098673393688)  2026-02-09T07:26Z [---] followers, [--] engagements


"@vighnaraj2022 If/when I sign up for the site will you hold my hand like the degen I am I have bs in math but Its been 20yrs I kinda know Greeks and such but what you've built is fucking mental bro"  
[X Link](https://x.com/B2Balzer/status/2020778722992005208)  2026-02-09T08:36Z [---] followers, [----] engagements


"@Banana3Stocks Terrible suggestions"  
[X Link](https://x.com/B2Balzer/status/2020885112272167091)  2026-02-09T15:38Z [---] followers, [----] engagements


"@Psibirskiy Need more lemmings for exit liquidity Same with the fearporn about China selling UST. NOT news"  
[X Link](https://x.com/B2Balzer/status/2020886306969284755)  2026-02-09T15:43Z [---] followers, [--] engagements


"@davetrane11 I think its cuz theyre divi/safety and vertical integration"  
[X Link](https://x.com/B2Balzer/status/2020887594180207103)  2026-02-09T15:48Z [---] followers, [--] engagements


"This (graphics below) can lead to risk of a nonlinear "liquidity vacuum" which can then lead to a volatility paradox (likely what we have noticed in MOVE) Equity market stability in [----] hinges not on visible retail margin but on the fragility and interdependencies of this hidden shadow-leveraged ecosystem which is highly sensitive to the cost of capital and prone to rapid amplified unwind dynamics. https://twitter.com/i/web/status/2020888333816340535 https://twitter.com/i/web/status/2020888333816340535"  
[X Link](https://x.com/B2Balzer/status/2020888333816340535)  2026-02-09T15:51Z [---] followers, [----] engagements


"@HenrikZeberg Excuse you mean Folks need exit liquidity"  
[X Link](https://x.com/B2Balzer/status/2020888574951121218)  2026-02-09T15:52Z [---] followers, [----] engagements


"This (graphics below) can lead to risk of a nonlinear "liquidity vacuum" which can then lead to a volatility paradox (likely what we have noticed in MOVE) Equity market stability in [----] hinges not on visible retail margin but on the fragility and interdependencies of this hidden shadow-leveraged ecosystem which is highly sensitive to the cost of capital and prone to rapid amplified unwind dynamics. https://twitter.com/i/web/status/2020908570271941059 https://twitter.com/i/web/status/2020908570271941059"  
[X Link](https://x.com/B2Balzer/status/2020908570271941059)  2026-02-09T17:12Z [---] followers, [--] engagements


"This (graphics below) can lead to risk of a nonlinear "liquidity vacuum" which can then lead to a volatility paradox (likely what we have noticed in MOVE) Equity market stability in [----] hinges not on visible retail margin but on the fragility and interdependencies of this hidden shadow-leveraged ecosystem which is highly sensitive to the cost of capital and prone to rapid amplified unwind dynamics. I had grok help me with the adjustments. 9.4% is masssssive overleverage. https://twitter.com/i/web/status/2020922386921771230 https://twitter.com/i/web/status/2020922386921771230"  
[X Link](https://x.com/B2Balzer/status/2020922386921771230)  2026-02-09T18:06Z [---] followers, [--] engagements


"@Psibirskiy @passedpawn Inevitable just as the dollars slow melt upward. But you n i know its transitory/temporary. 30yr mortgage rates keep falling and once prepayment picks up. dollar shortage and acceleration of unwind"  
[X Link](https://x.com/B2Balzer/status/2020925976616825125)  2026-02-09T18:21Z [---] followers, [--] engagements


"@SamanthaLaDuc Near term. OK But long term no. Check 30yr mortgage rate vs last year on this day"  
[X Link](https://x.com/B2Balzer/status/2020926503635329074)  2026-02-09T18:23Z [---] followers, [--] engagements


"@TimeFreedomROB Higher timeframe invalidates the narrative So do dropping mortgage rates. Just delay on dollar shortage"  
[X Link](https://x.com/B2Balzer/status/2020930454396993930)  2026-02-09T18:39Z [---] followers, [--] engagements


"@TechCharts Less so on [--] month And with nuetral fed and dropping mortgage rates it will hold"  
[X Link](https://x.com/B2Balzer/status/2020930792017522909)  2026-02-09T18:40Z [---] followers, [--] engagements


"@LindaRaschke For sure. All the China FUD being used to smack the dollar back down"  
[X Link](https://x.com/B2Balzer/status/2020945671201964268)  2026-02-09T19:39Z [---] followers, [---] engagements


"@Analyst_G And what happens to the dollar under these circumstances 🤔 and we add in MBS 30yr dropping Doesn't deflation of assets lead to deflation of price"  
[X Link](https://x.com/B2Balzer/status/2020976832317903255)  2026-02-09T21:43Z [---] followers, [---] engagements


"Fed is not data dependent Cover story they only care about the health of Financial institutions Citigroup isnt collapsing and fed is nuetral so no liquidity injections coming Do they use these days to spoof markets and close traps and blame whatever bullshit data to fit Mr market direction. Yup https://twitter.com/i/web/status/2020977619643269528 https://twitter.com/i/web/status/2020977619643269528"  
[X Link](https://x.com/B2Balzer/status/2020977619643269528)  2026-02-09T21:46Z [---] followers, [--] engagements


"@BOPswings @1769_alex No do XOM Rsi of [-----] on daily And oil is in downtrend channel"  
[X Link](https://x.com/B2Balzer/status/2020996162636087416)  2026-02-09T23:00Z [---] followers, [--] engagements


"@QAGELLC @Jethroe111 @saylor @MicroStrategy David get some sleep. They cannot hear you"  
[X Link](https://x.com/B2Balzer/status/2021084458624090619)  2026-02-10T04:50Z [---] followers, [--] engagements


"@SmedleyButlerUS Its a spoof to hammer down the dollar while point at yields & blame the chinese(who've been selling/rebalancing steady for a while) to push up tech Most saw heard a soundbyte and acceptable the goyslop narrative"  
[X Link](https://x.com/B2Balzer/status/2021085989419221276)  2026-02-10T04:57Z [---] followers, [--] engagements


"@JP_Money_95630 @grok 5% variance is a ridiculous answer. Shame on your grok"  
[X Link](https://x.com/B2Balzer/status/2021173113388483052)  2026-02-10T10:43Z [---] followers, [--] engagements


"@davetrane11 U said they did something yesterday to bid it up What did u see and where and how"  
[X Link](https://x.com/B2Balzer/status/2021238124135776520)  2026-02-10T15:01Z [---] followers, [--] engagements


"@Psibirskiy Its not different this time Add dropping mortgage rates to the equation"  
[X Link](https://x.com/B2Balzer/status/2021257205077385239)  2026-02-10T16:17Z [---] followers, [--] engagements


"@Makro_trader Until it breaks down it aint broken. It'll continue to grind higher Even if that means hugging the trend line its still up Falling mortgage rates however will lead to further rise in dollar"  
[X Link](https://x.com/B2Balzer/status/2021263840407675353)  2026-02-10T16:43Z [---] followers, [--] engagements


"@psychprofits"  
[X Link](https://x.com/B2Balzer/status/2021264317773910306)  2026-02-10T16:45Z [---] followers, [--] engagements


"@JohnDoss1 So why aren't you long XLU XLP TLT"  
[X Link](https://x.com/B2Balzer/status/2021309518223700089)  2026-02-10T19:45Z [---] followers, [---] engagements


"@longriverCM @leadlagreport @grok Dont ask what it thinks do at least a little work and feed it current parameters to decipher clarity and framework Ask if tlt rate is dropping and sector rotation toward defensive sectors is underway and mortgage rates are falling"  
[X Link](https://x.com/B2Balzer/status/2021330750155653285)  2026-02-10T21:09Z [---] followers, [--] engagements


"2/10 market recap of an Empty_Cup and a Claude BONDS & MBS Framework worked thru ReLevenson Hypothesis @QAGELLC THE PERFECT STORM SETUP (February 2026): MOVE suppressed [--] for [--] months one eruption above [--] Day [--] of sustained rise TLT stuck at $87-88 for [--] months despite mortgages dropping 65bp Mortgages: 6.76% 6.11% (65bp drop) now at 6.11% vs 5.45% ARM MBS Duration COMPRESSION building (not extension) as rates fall Policy-driven glut of NEGATIVE duration decaying (massive Treasury shorts) Overleveraged positioning into risk assets during prior loose policy Fed NEUTRAL - no liquidity"  
[X Link](https://x.com/B2Balzer/status/2021417395525648490)  2026-02-11T02:53Z [---] followers, [--] engagements


"@Dcpcooks Please see prompt i ran thru with claude"  
[X Link](https://x.com/B2Balzer/status/2021456977973674128)  2026-02-11T05:31Z [---] followers, [--] engagements


"@TradableAstro You spelled SMH wrong But also yeah. Bitcoin"  
[X Link](https://x.com/B2Balzer/status/2021482436128014685)  2026-02-11T07:12Z [---] followers, [--] engagements


"@FrankBeans7 @michaellebowitz @truflation"  
[X Link](https://x.com/B2Balzer/status/2021598622446452887)  2026-02-11T14:54Z [---] followers, [--] engagements


"@MrStonkington @TradingThomas3 No fuck indices I want coke Went with strike [--] for March Way underpriced"  
[X Link](https://x.com/B2Balzer/status/2021631265976500621)  2026-02-11T17:03Z [---] followers, [--] engagements


"@TheNVSTR KO strike [--] 3/13 Im already up 22% and its dirt cheap Ima carry this bitch to [--] easy"  
[X Link](https://x.com/B2Balzer/status/2021634978506052061)  2026-02-11T17:18Z [---] followers, [--] engagements


"@Analyst_G I love it when you talk deflation"  
[X Link](https://x.com/B2Balzer/status/2021715219291218430)  2026-02-11T22:37Z [---] followers, [--] engagements


"@Psibirskiy Aapl follows msft Its the domino next in line You proved it the other day with your charts"  
[X Link](https://x.com/B2Balzer/status/2021971719133835743)  2026-02-12T15:36Z [---] followers, [--] engagements


"@optionscalps 67xx maybe"  
[X Link](https://x.com/B2Balzer/status/2019429793343975531)  2026-02-05T15:15Z [---] followers, [--] engagements


"@Bigkev451 Tmf lotto i like for MAY 10cent strike [--] Mortgage rates melting down and if MOVE index has bottomed then I think the curve is gonna start to flatten"  
[X Link](https://x.com/B2Balzer/status/2019791407951872265)  2026-02-06T15:12Z [---] followers, [--] engagements


"@Makro_trader LLM aint AGI sadly and annoyingly lemmings dont understand its less useful than Snopes fact checking if you do not have a deep understanding of the material"  
[X Link](https://x.com/B2Balzer/status/2021293044931362999)  2026-02-10T18:39Z [---] followers, [--] engagements


"@BenniKim Vibe check on shitmouth"  
[X Link](https://x.com/B2Balzer/status/2021309413319991663)  2026-02-10T19:44Z [---] followers, [--] engagements


"@optionscalps Tmf lottos May 15th Strike [--] Ifykyk Not advice"  
[X Link](https://x.com/B2Balzer/status/2021310634806161751)  2026-02-10T19:49Z [---] followers, [--] engagements


"@jedimarkus77 @VIXandMore technically theyre crying for the latter but wont get that liquidity juice for a bit. A junky's detox is frightful"  
[X Link](https://x.com/B2Balzer/status/2021344432512172088)  2026-02-10T22:04Z [---] followers, [--] engagements


"@jedimarkus77 @VIXandMore risk assets unable to handle fed nuetral policy screams so loud meanwhile these hacks just spew verbal diahrea talking up their book of shitco IREN or SMCI bulltrap snaps tomorrow on tech again. MSFT leads the leviathan stirs (TLT)"  
[X Link](https://x.com/B2Balzer/status/2021345782780264829)  2026-02-10T22:09Z [---] followers, [--] engagements


"@davetrane11 all that QE money gotta go somewhere. in cyclical bull in this parameters it goes to low beta and ramps it up ridiclously"  
[X Link](https://x.com/B2Balzer/status/2021407801223086138)  2026-02-11T02:15Z [---] followers, [--] engagements


"The Setup: Negative duration glut decaying = massive short gamma in rates (MBS hedgers basis traders macro shorts) Mortgage rates dropping = prepayment speeds picking up = MBS durations extending Bond prices rising = shorts getting squeezed = forced buying accelerates The "Jerk" Effect (3rd derivative of position): When bonds rally in this setup: Rate shorts cover buy bonds pushes yields lower MBS hedgers forced to buy duration more bond buying This accelerates (jerk) convexity spiral Flight to safety amplifies bond rally intensifies Impact on Equities: Low beta/defensive stocks (XLU XLP) get"  
[X Link](https://x.com/B2Balzer/status/2021407891283116167)  2026-02-11T02:16Z [---] followers, [--] engagements


"@QAGELLC @RSQ8562767 I fixed it for you. However it is a misnomer Jerk the 3rd derivative is adding MBS refi wave to the equation V/S"  
[X Link](https://x.com/B2Balzer/status/2021436674874671139)  2026-02-11T04:10Z [---] followers, [--] engagements


"@686Prism Their yield dropping signals deflation regime global risk off and high beta collapse. Def not any attractive EM for smart money But what do I know"  
[X Link](https://x.com/B2Balzer/status/2021520083475210371)  2026-02-11T09:42Z [---] followers, [---] engagements


"@jacob_walk_10x @1CoastalJournal Amen"  
[X Link](https://x.com/B2Balzer/status/2021523154829787543)  2026-02-11T09:54Z [---] followers, [--] engagements


"@Scutty TLT +$1 in 48hrs The kraken stirs"  
[X Link](https://x.com/B2Balzer/status/2021532437810135365)  2026-02-11T10:31Z [---] followers, [--] engagements


"@JoeCoolTrader @rootslashbin Joe. Come back to equities. Leave coins"  
[X Link](https://x.com/B2Balzer/status/2021536516464693668)  2026-02-11T10:47Z [---] followers, [--] engagements


"Useless prediction; OpenAI won't make it to IPO. They will drag down the entire circle jerk with them nividia. msft. #gotclaude Cancelled my $200 ChatGPT plan. Going full Claude now. Cancelled my $200 ChatGPT plan. Going full Claude now"  
[X Link](https://x.com/B2Balzer/status/2021618642207875172)  2026-02-11T16:13Z [---] followers, [--] engagements


"@jedimarkus77 @Jimmyjude13 Smart money is already pushing into the 2nd rotation phase. TMF lottos shouldn't have ample liquidity for may"  
[X Link](https://x.com/B2Balzer/status/2021622025199161434)  2026-02-11T16:27Z [---] followers, [--] engagements


"That's not how this works. LLMs are a wonderful tool However fake demand for a chip glut thru companies roundtripping their over priced stocks due to overleveraged private equity who is also dick deep in funding data centers no one wants or needs. This all comes down because no one and I mean no one can stop the convexity of this delerevraging unwind https://twitter.com/i/web/status/2021626591277973556 https://twitter.com/i/web/status/2021626591277973556"  
[X Link](https://x.com/B2Balzer/status/2021626591277973556)  2026-02-11T16:45Z [---] followers, [--] engagements


"@Psibirskiy Yeah its fucking cooked. Puts too expensive and calls on coke cheap AF"  
[X Link](https://x.com/B2Balzer/status/2021629149799231845)  2026-02-11T16:55Z [---] followers, [--] engagements


"@ethereal_echo14 @CapitanSteveo Trash Claude drinks theyre milkshake"  
[X Link](https://x.com/B2Balzer/status/2021630443163201590)  2026-02-11T17:00Z [---] followers, [--] engagements


"@QAGELLC @davevermilion Mr nikowski I ran thru scenarios and current parameters with claude for 10hrs or more last night. Dxy breakdown only last so long and will not stop the decay of negative duration nor the resulting dollar shortage. Big fan. Loving RIG. Super awesome"  
[X Link](https://x.com/B2Balzer/status/2021634692982948251)  2026-02-11T17:17Z [---] followers, [---] engagements


"@texasrunnerDFW @GrindeOptions Because global markets are risk off in deflationary regime. The convexity of deleveraged unwind from high beta to low beta has been very visible for sometime now. This will continue and accelerate"  
[X Link](https://x.com/B2Balzer/status/2021639601715392615)  2026-02-11T17:36Z [---] followers, [--] engagements


"@AndreasSteno Or you could just buy coke calls and chill"  
[X Link](https://x.com/B2Balzer/status/2021644650357092756)  2026-02-11T17:56Z [---] followers, [---] engagements


"oil is about to get smacked back down IMHO invalidate IF & only IF Trump doesnt TACO =boots on the ground bonds showing deflation. mind you XLE longs tight stops. Find safety during unwind within XLP XLU given dropping oil tailwind what other sectors benefit from lower oil @psychprofits https://twitter.com/i/web/status/2021678413506093534 https://twitter.com/i/web/status/2021678413506093534"  
[X Link](https://x.com/B2Balzer/status/2021678413506093534)  2026-02-11T20:11Z [---] followers, [--] engagements


"@psychprofits very fair i just like to frame in terms of straight forward logic and make sure i stay frosty on what could potentially invalidate me. too many times i got caught believing a narrative after it should have changed"  
[X Link](https://x.com/B2Balzer/status/2021682307623792871)  2026-02-11T20:26Z [---] followers, [--] engagements


"@AndreasSteno I told you Convexity of unwind in deleveraging from high beta back to low beta is accelerating"  
[X Link](https://x.com/B2Balzer/status/2021707997177925761)  2026-02-11T22:08Z [---] followers, [---] engagements


"@yieldsearcher @Analyst_G No one gets out of this deflation regime No one. USA main street will finally get the break it deserves"  
[X Link](https://x.com/B2Balzer/status/2021714824355537092)  2026-02-11T22:35Z [---] followers, [--] engagements


"Probably bullish for data centers and private equity. 👀 $XLF financial sector went from harmless to something significant. Major breakdown today. https://t.co/lcxp3O3LzZ $XLF financial sector went from harmless to something significant. Major breakdown today. https://t.co/lcxp3O3LzZ"  
[X Link](https://x.com/B2Balzer/status/2021717069667217668)  2026-02-11T22:44Z [---] followers, [--] engagements


"@jedimarkus77 Probably bullish for data centers and private equity"  
[X Link](https://x.com/B2Balzer/status/2021717643372515704)  2026-02-11T22:47Z [---] followers, [--] engagements


"@TOzgokmen Normal issuance isnt QE But that's why its illiquid market"  
[X Link](https://x.com/B2Balzer/status/2021742786291413297)  2026-02-12T00:26Z [---] followers, [---] engagements


"@TOzgokmen And they are deflationary"  
[X Link](https://x.com/B2Balzer/status/2021754373119021065)  2026-02-12T01:12Z [---] followers, [---] engagements


"@Ray_Radwan @great_martis Furus and no context"  
[X Link](https://x.com/B2Balzer/status/2021796795496771704)  2026-02-12T04:01Z [---] followers, [--] engagements


"@BankerWeimar What debasment in deflation Or the convexity leveraged unwind Or the decay of negative duration"  
[X Link](https://x.com/B2Balzer/status/2021828663696929116)  2026-02-12T06:08Z [---] followers, [--] engagements


"@neoavatara No Just deflation"  
[X Link](https://x.com/B2Balzer/status/2021838534169309197)  2026-02-12T06:47Z [---] followers, [--] engagements


"@TOzgokmen @LexTweetr Ask yourself is oil in a [--] year downtrend inflationary or deflationary 2.) Gold your typical cycle hedge against inflation. well what happens to its price if you rapidly debase the dollar for years"  
[X Link](https://x.com/B2Balzer/status/2021963890624802854)  2026-02-12T15:05Z [---] followers, [--] engagements


"Wait if the 30yr mortgage rate drops under 6% this Q and reaches 5.5% next Q. then dollar will strengthen BOND"  
[X Link](https://x.com/B2Balzer/status/2021973715568013652)  2026-02-12T15:44Z [---] followers, [--] engagements


"@CryptoOcho @QAGELLC If that we're true we wouldn't have [--] year deflation in the oil patch. Look for yourself on weekly chart"  
[X Link](https://x.com/B2Balzer/status/2021974746334998738)  2026-02-12T15:48Z [---] followers, [--] engagements


"No Its lower energy cost (nat & oil) are dropping Oil in a [--] year downtrend Helps margins Also narrative is meaningless when massive inflows are happing do to overleveraged unwind. Theyre the recipient in part from what I said. But also their yields. And their safety. It is NOT about data centers that will never actually get built https://twitter.com/i/web/status/2021975261521354940 https://twitter.com/i/web/status/2021975261521354940"  
[X Link](https://x.com/B2Balzer/status/2021975261521354940)  2026-02-12T15:50Z [---] followers, [--] engagements


"@Psibirskiy Your a master chartist I would love to see yours"  
[X Link](https://x.com/B2Balzer/status/2022018054746730780)  2026-02-12T18:40Z [---] followers, [--] engagements


"@EdwardsRahmn bitcoin about to find out there is no support at 60k"  
[X Link](https://x.com/B2Balzer/status/2022037776456401362)  2026-02-12T19:59Z [---] followers, [---] engagements


"@EdwardsRahmn me sitting in KO calls"  
[X Link](https://x.com/B2Balzer/status/2022038036159291458)  2026-02-12T20:00Z [---] followers, [--] engagements


"NVDA on borrowed time likely resolves sooner note to self; buy P Strike [---] for 3/13. Excecute 2/17 *not advice if we get another triple beat on this in a few weeks and it sells off AGAIN. i think this becomes a problem https://t.co/VhjCenBUqy if we get another triple beat on this in a few weeks and it sells off AGAIN. i think this becomes a problem https://t.co/VhjCenBUqy"  
[X Link](https://x.com/B2Balzer/status/2022039091429486731)  2026-02-12T20:04Z [---] followers, [--] engagements


"@AndreasSteno Doesn't matter Its convexity unwind of deleveraging + deflation + negative duration in decay"  
[X Link](https://x.com/B2Balzer/status/2022047381311959510)  2026-02-12T20:37Z [---] followers, [--] engagements


"@BillAckman @DrEliDavid Did u sell Uber yet 👀"  
[X Link](https://x.com/B2Balzer/status/2022049514539168135)  2026-02-12T20:45Z [---] followers, [---] engagements


"@LoganMohtashami Literally none of those housing bubble boys know shit about MBS Smoke em Logan"  
[X Link](https://x.com/B2Balzer/status/2022064972466205144)  2026-02-12T21:47Z [---] followers, [--] engagements


"@TradableAstro i would say few. not none my TLT calls strike [--] may 15th are up 45% wait til settlement 😈"  
[X Link](https://x.com/B2Balzer/status/2022095279378555316)  2026-02-12T23:47Z [---] followers, [--] engagements


"@EdwardsRahmn @ZAHIDTHAGREAT28 Ironic that its Ron Paul Bless his heart but no dollar collapse"  
[X Link](https://x.com/B2Balzer/status/2022100380545691745)  2026-02-13T00:07Z [---] followers, [--] engagements


"@blondebroker1 No no Sub [---] Mid march Mark this"  
[X Link](https://x.com/B2Balzer/status/2022100478692397083)  2026-02-13T00:08Z [---] followers, [--] engagements


"@leadlagreport @Mela_Schaffer @GrantCardone im gonna listen to the guy double fisted bitcoin at 67k no thank you"  
[X Link](https://x.com/B2Balzer/status/2022108535371514116)  2026-02-13T00:40Z [---] followers, [---] engagements


"@DowdEdward Claude is my ninja"  
[X Link](https://x.com/B2Balzer/status/2022121951091994890)  2026-02-13T01:33Z [---] followers, [---] engagements


"@BankerWeimar Check the 30yr auction result They affirm deflation Trim your PM exposure and be well"  
[X Link](https://x.com/B2Balzer/status/2022128513030225989)  2026-02-13T01:59Z [---] followers, [---] engagements


"@anytimeFXmetal @SilbergleitJr most afffected by this is risk assets. high beta"  
[X Link](https://x.com/B2Balzer/status/2022129706758549676)  2026-02-13T02:04Z [---] followers, [--] engagements


"@trentkelp dont ignore deflation regime 30yr auction today confirms it you cant lie to bonds oil also shows this in 4yr downtrend so stay frosty in regards to commidities but @psychprofits bro knows the plays"  
[X Link](https://x.com/B2Balzer/status/2022130844836802634)  2026-02-13T02:08Z [---] followers, [--] engagements


"@ChartWaveTrade here is crude monthly what does that tell you about inflation/deflation go one step further how was the 30yr bond auction today DXY and UST prices will rise. Call spreads are proof"  
[X Link](https://x.com/B2Balzer/status/2022137529563328841)  2026-02-13T02:35Z [---] followers, [--] engagements


"slight correction to this @KylitoCapital you and I are well aware global deflation is here. well given the 30yr bond auction and if feds were to cut in the coming months it would "admit deflation" which would further cause a stampede of repatriation inflows (inflows from EM which we know will occur) https://twitter.com/i/web/status/2022139014128841035 https://twitter.com/i/web/status/2022139014128841035"  
[X Link](https://x.com/B2Balzer/status/2022139014128841035)  2026-02-13T02:41Z [---] followers, [--] engagements


"@KylitoCapital @parkeralewis by the time the feds do respond it will be too little too late. the fuse is already lit. or so it would seem to me lets discuss with Prof @QAGELLC in subscriber spaces"  
[X Link](https://x.com/B2Balzer/status/2022139241552347282)  2026-02-13T02:42Z [---] followers, [--] engagements


"@KylitoCapital @parkeralewis @QAGELLC Historical Precedent: 2008: Fed slashed rates QE DXY rallied 20%+ Why Global crisis safe haven bid"  
[X Link](https://x.com/B2Balzer/status/2022142714842960034)  2026-02-13T02:56Z [---] followers, [--] engagements


"@gnoble79 @HodlMagoo @openclaw mr magoo open your eyes bitcoin will drop below 60k before EOM. easily i would NOT bet against Mr. Noble"  
[X Link](https://x.com/B2Balzer/status/2022147298973954206)  2026-02-13T03:14Z [---] followers, [--] engagements


"@PatientTradeX @JP_Money_95630 we dont need japan unwind of high beta== low beta with convexity our 30yr auction today shows that Bonds smell global deflation the fuse is lit already"  
[X Link](https://x.com/B2Balzer/status/2022151126989320192)  2026-02-13T03:29Z [---] followers, [--] engagements


"IMO it wasnt really reaction to the snap elections. So since [--] and the invention of QE we've had a run of easy liquidity enabling idiots and institutions to short low beta and buy high beta. (Short xlp or xlu to buy tech) the system as seen by the feds most recent cut is losing/lost effectiveness. So all these easy money days which produced countless "traders" who were trained by old ben yellen BTD stonks only go up is becoming unwound. with convexity.due to massive leveraging in the system Below i did approx adjustment with grok Then after check heatmap on finviz from today. Its very easy"  
[X Link](https://x.com/B2Balzer/status/2022160739914723812)  2026-02-13T04:07Z [---] followers, [--] engagements


"@PatientTradeX @JP_Money_95630 Credit of this discovery goes to David levenson. Whom I've been learning market mechanics from. Bitcoin is liquidity barometer. Makes markets easier to read. All the already printed QE is running to find a home. Long tlt xlu xlp"  
[X Link](https://x.com/B2Balzer/status/2022161206153511370)  2026-02-13T04:09Z [---] followers, [--] engagements


"@PatientTradeX @JP_Money_95630 In a world of debasing fiat only the currency peg is king Bummer for other countries"  
[X Link](https://x.com/B2Balzer/status/2022170111424311456)  2026-02-13T04:44Z [---] followers, [--] engagements


"Hey kokus If you're newer and want to learn mechanics of markets bonds MBS derivatives volatility etc I suggest listening to @QAGELLC spaces. Just give the one tonight thats posted and recorded a listen. I got nothing to sell you it helped me tremendously and im just paying it forward https://twitter.com/i/web/status/2022213929435640082 https://twitter.com/i/web/status/2022213929435640082"  
[X Link](https://x.com/B2Balzer/status/2022213929435640082)  2026-02-13T07:39Z [---] followers, [--] engagements


"@alex_libertybtc @mikemcglone11 National debt rolls off"  
[X Link](https://x.com/B2Balzer/status/2022297896490877422)  2026-02-13T13:12Z [---] followers, [--] engagements


"@jcgoldoT @trentkelp Its deflation Need proof Look at oil on the monthly [--] year downtrend channel Feds just been doing fake-inflation by spoofing the short end"  
[X Link](https://x.com/B2Balzer/status/2022307611287445886)  2026-02-13T13:51Z [---] followers, [--] engagements


"Oil [--] yr downtrend Mortgage dynamics Lower rates improve affordability metrics. Rents will have to plummet back down or no one will continue to rent. Every bps lower more people qualify. Then when % is low enough people refi en mass. ** prepayments causes shortness in duration when they need longer duration in their portfolio so it forces more bond purchases which pushes rates lower and causes rates to drop further (negative convexity spiral)"  
[X Link](https://x.com/B2Balzer/status/2022312122995388915)  2026-02-13T14:09Z [---] followers, [--] engagements


"@LJKawa @GeraldDeBelen Rate cuts will only fuel the fire Find the only [--] sectors green yesterday That's where flows are going That's the unwind And deflation has been here the whole time Chart crude on the monthly from [--] yr downtrend channel"  
[X Link](https://x.com/B2Balzer/status/2022312641461731750)  2026-02-13T14:11Z [---] followers, [--] engagements


"@jedimarkus77 Nah Not with that neg gamma Rip and dump Its deflation and you cant lie to bonds"  
[X Link](https://x.com/B2Balzer/status/2022313103543935270)  2026-02-13T14:13Z [---] followers, [--] engagements


"@Stockspy1 Bonds know its deflation So does oil (4yr on monthly down trend channel) Dollar is melting up U cannot lie to bonds"  
[X Link](https://x.com/B2Balzer/status/2022314762479325402)  2026-02-13T14:19Z [---] followers, [--] engagements


"@Psibirskiy Not disputing growth of USA But if we zoom out does is there not a global deflation regime"  
[X Link](https://x.com/B2Balzer/status/2022315119141941300)  2026-02-13T14:21Z [---] followers, [--] engagements


"@haydenbaldwin10 @jonbrooks Yes and no This was mainly running current scenario thru claude and adding negative duration to the mix I've learned heaps from David 100% All the proof was in 30yr auction results yesterday"  
[X Link](https://x.com/B2Balzer/status/2022333478675861575)  2026-02-13T15:34Z [---] followers, [--] engagements


"@davetrane11 Let's just say deflation Now add @SantiagoAuFund milkshake theory At the end USA is A-ok Well mainstreet anyways. Fuck Wallstreet anyways"  
[X Link](https://x.com/B2Balzer/status/2022336112602251451)  2026-02-13T15:44Z [---] followers, [--] engagements


"@haydenbaldwin10 @jonbrooks Well then Chin up sir. Things are looking up My sister is in the same boat"  
[X Link](https://x.com/B2Balzer/status/2022353143196225978)  2026-02-13T16:52Z [---] followers, [--] engagements


"@haydenbaldwin10 @jonbrooks She's in Berkeley. I havent given advice specifically other than be patient Even there i think prices will lower. Just a waiting game"  
[X Link](https://x.com/B2Balzer/status/2022356273153610211)  2026-02-13T17:04Z [---] followers, [--] engagements


"@GMillerMortgage @RogaineTrader @jonbrooks @JohnRavenda Okay check 10yr again And ponder the possibility of A GLUT OF NEGATIVE DURATION DECAYING"  
[X Link](https://x.com/B2Balzer/status/2022360667882426858)  2026-02-13T17:22Z [---] followers, [--] engagements


"@GMillerMortgage @RogaineTrader @jonbrooks @JohnRavenda Bonds smell deflation You cannot lie to bonds"  
[X Link](https://x.com/B2Balzer/status/2022360823554085241)  2026-02-13T17:22Z [---] followers, [--] engagements


"@GMillerMortgage @RogaineTrader @jonbrooks @JohnRavenda And in regards to timeframe I make no firm assertions. I defer to mortgage experts like yourselves I am just an empty cup"  
[X Link](https://x.com/B2Balzer/status/2022361046254862750)  2026-02-13T17:23Z [---] followers, [--] engagements


"@djstockster @Nostre_damus What firehouse 17th What do youmean Cuz of vixperation"  
[X Link](https://x.com/B2Balzer/status/2022367583287283961)  2026-02-13T17:49Z [---] followers, [--] engagements


"@SurfXug @QAGELLC Asset deflation leads to price deflation"  
[X Link](https://x.com/B2Balzer/status/2022447783933088177)  2026-02-13T23:08Z [---] followers, [--] engagements


"@mortgagetruth Bonds smell deflation They smell it in oil They smell it cpi You cant lie to bonds"  
[X Link](https://x.com/B2Balzer/status/2022451296478072909)  2026-02-13T23:22Z [---] followers, [--] engagements


"No lies detected $VIX is goin [--] tuesday/wednesday and there is not much stopping it https://t.co/Qx2ypB45xg $VIX is goin [--] tuesday/wednesday and there is not much stopping it https://t.co/Qx2ypB45xg"  
[X Link](https://x.com/B2Balzer/status/2022429231469429196)  2026-02-13T21:54Z [---] followers, [---] engagements


"@gnoble79 @Shaq48_Trading shaq whats going to happen when all these data centers and various capex projects need funding and theyve already burned excessive funds theyre going to cut capex by 75% or they will get no funding. .and down will comes baby cradle and all. Cascade"  
[X Link](https://x.com/B2Balzer/status/2022475728538005596)  2026-02-14T00:59Z [---] followers, [--] engagements


"Here is a well articulated chart showing strong positive output gap running with disinflationary pressures of "no more printer go brrrr" as seen with decreasing monetary footprint Again disflationary pressures of dropping CPI. There is an implied lag that these effects have yet to hit and laid bare is the paradox of running hot but in deflation. Lastly tie this into the distortion in this paradox of our economy running hot all the while we "suffering withdrawals" from the actual withdrawal of monetary policy. These affects are self evident by price action at this current time"  
[X Link](https://x.com/B2Balzer/status/2022555949509308541)  2026-02-14T06:18Z [---] followers, [--] engagements


"When tlt calls may 15th are already up 15% and im we'll below my strike"  
[X Link](https://x.com/B2Balzer/status/2022010726463025436)  2026-02-12T18:11Z [---] followers, [---] engagements


"45% When tlt calls may 15th are already up 15% and im we'll below my strike. https://t.co/Q6lD4OopJH When tlt calls may 15th are already up 15% and im we'll below my strike. https://t.co/Q6lD4OopJH"  
[X Link](https://x.com/B2Balzer/status/2022067425483846102)  2026-02-12T21:56Z [---] followers, [--] engagements


"buh. if my shitty UUP calls print for next friday"  
[X Link](https://x.com/B2Balzer/status/2022076348689473733)  2026-02-12T22:32Z [---] followers, [--] engagements


"For macro junkies and investors i cannot recommend enough how you NEED to join in. Welcome to polarity radio https://t.co/eLCcNHLHjP https://t.co/eLCcNHLHjP"  
[X Link](https://x.com/B2Balzer/status/2022079880016626112)  2026-02-12T22:46Z [---] followers, [--] engagements


"God works in mysterious ways. The meek will inherit. The punishment of the wicked will occur. Equilibrium will be restored. It just will not look like it to most - bonds"  
[X Link](https://x.com/B2Balzer/status/2022116340518334691)  2026-02-13T01:11Z [---] followers, [--] engagements


"Tomorrow is gonna be radical The $SPX is back in negative gamma. https://t.co/GfcZXnuuko The $SPX is back in negative gamma. https://t.co/GfcZXnuuko"  
[X Link](https://x.com/B2Balzer/status/2022143830309617733)  2026-02-13T03:00Z [---] followers, [---] engagements


"It would seem to me that volatility suppression masks mounting pressure. Is that fair to say edward MOVE index. the MOVE is concentrated gamma More more information less and less movement. Vol decays. more you squeeze that diameter of the move in vol the more more momentum you going get Stop listening to powell higher for longer What happens when you get rates moving https://t.co/Prmi3IQqqj MOVE index. the MOVE is concentrated gamma More more information less and less movement. Vol decays. more you squeeze that diameter of the move in vol the more more momentum you going get Stop listening to"  
[X Link](https://x.com/B2Balzer/status/2022202767700635892)  2026-02-13T06:54Z [---] followers, [---] engagements


"Bonds = godzilla Shorts = not godzilla ⚠US CPI YoY Actual 2.4% (Forecast 2.5% Previous 2.7%) ⚠US CPI YoY Actual 2.4% (Forecast 2.5% Previous 2.7%)"  
[X Link](https://x.com/B2Balzer/status/2022306289523802445)  2026-02-13T13:46Z [---] followers, [--] engagements


"Bonds The hyperinflation narrative melting. https://t.co/MZZZlBs5Ql The hyperinflation narrative melting. https://t.co/MZZZlBs5Ql"  
[X Link](https://x.com/B2Balzer/status/2022312829983019411)  2026-02-13T14:12Z [---] followers, [---] engagements


"Unpopular opinion (fact) The Powell put is dead Rate cuts won't do diddly to help"  
[X Link](https://x.com/B2Balzer/status/2022350689071173708)  2026-02-13T16:42Z [---] followers, [---] engagements


"#commodities $DBC: Commodities Crash Coming to a Continent Near You Edition: This chart is clearly conveying that the entire commodity complex appears to have a reckoning coming (and is already here for those paying close attention) which means that virtually nothing in this list of the $DBC https://t.co/stLXZpIXuB $DBC: Commodities Crash Coming to a Continent Near You Edition: This chart is clearly conveying that the entire commodity complex appears to have a reckoning coming (and is already here for those paying close attention) which means that virtually nothing in this list of the $DBC"  
[X Link](https://x.com/B2Balzer/status/2022358005665390652)  2026-02-13T17:11Z [---] followers, [--] engagements


"Now that's my kinda movement Spooz grinding while im banking on nonlinear moves"  
[X Link](https://x.com/B2Balzer/status/2022368801623544287)  2026-02-13T17:54Z [---] followers, [--] engagements


"closing all feb exp longs defending against negative alpha +26% to portfolio captured"  
[X Link](https://x.com/B2Balzer/status/2022404633168351629)  2026-02-13T20:16Z [---] followers, [--] engagements


"RT @kakashiii111: So Nvidia the Orchestrator of GPU Supply and Demand strikes again with yet another circular deal once more using the f"  
[X Link](https://x.com/B2Balzer/status/2022442584816390463)  2026-02-13T22:47Z [---] followers, [--] engagements


"@DrJStrategy its okay Scott. you can say it we know. Deflation"  
[X Link](https://x.com/B2Balzer/status/2022520333333623029)  2026-02-14T03:56Z [---] followers, [--] engagements


"@DonMiami3 @redpill_finance Its Convexity of Leveraged unwind + unambiguous deflationary regime + glut of negative duration in decay But sure blame ai I dont care. Claude dont care Claude will help me either way"  
[X Link](https://x.com/B2Balzer/status/2022168893167743052)  2026-02-13T04:40Z [---] followers, [---] engagements


"@SemperVigilant1 Okay zoom in Look at last [--] rate cuts and how much of a diminishing affect they had on levitating IGV. Uh oh"  
[X Link](https://x.com/B2Balzer/status/2022399933568242081)  2026-02-13T19:58Z [---] followers, [--] engagements


"@J_Davis132 I snuck in on leveraged etf EOD today Bypass some of that shit. Its liquid enough But leaps that were pennies two days ago on TLT and other deflation plays are now $5 ask "  
[X Link](https://x.com/B2Balzer/status/2022559229555749158)  2026-02-14T06:31Z [---] followers, [---] engagements

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