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# ![@DarioCpx Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1334697627095506944.png) @DarioCpx JustDario 🏊‍♂️

JustDario is sharing insights on the financial market, highlighting the growing concerns about the stability of the banking system, particularly with regards to banks' exposure to private credit and their ability to manage risk. He is also discussing the surge in gold and silver prices, noting that the physical market is driving demand and that the paper market is struggling to keep up. Additionally, JustDario is scrutinizing the financial health of specific companies, such as Jefferies, and warning about potential risks and consequences of a market downturn.

### Engagements: XXXXXXX [#](/creator/twitter::1334697627095506944/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334697627095506944/c:line/m:interactions.svg)

- X Week XXXXXXXXX +4.60%
- X Month XXXXXXXXXX +115%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXXX -XX%

### Mentions: XXX [#](/creator/twitter::1334697627095506944/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334697627095506944/c:line/m:posts_active.svg)

- X Week XXX +12%
- X Month XXX +24%
- X Months XXXXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1334697627095506944/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334697627095506944/c:line/m:followers.svg)

- X Week XXXXXX +2.10%
- X Month XXXXXX +5.40%
- X Months XXXXXX +14%
- X Year XXXXXX +39%

### CreatorRank: XXXXXX [#](/creator/twitter::1334697627095506944/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334697627095506944/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1334697627095506944/influence)
---

**Social category influence**
[finance](/list/finance)  #706 [stocks](/list/stocks)  #6115 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  #1015 [cryptocurrencies](/list/cryptocurrencies)  #8193 [automotive brands](/list/automotive-brands)  XXX% [exchanges](/list/exchanges)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[open ai](/topic/open-ai) #505, [money](/topic/money) #833, [stocks](/topic/stocks) #125, [$jpy](/topic/$jpy) #1, [japan](/topic/japan) 1.01%, [has been](/topic/has-been) #318, [$9434t](/topic/$9434t) #11, [fed](/topic/fed) #151, [$nvda](/topic/$nvda) #1037, [away from](/topic/away-from) #134

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@kshaughnessy2](/creator/undefined) [@financelancelot](/creator/undefined) [@stockstormx](/creator/undefined) [@pythiaatdelphi](/creator/undefined) [@calvinl18696800](/creator/undefined) [@flyeaglesfly529](/creator/undefined) [@dapstats](/creator/undefined) [@kakashiii111](/creator/undefined) [@specialsitsnews](/creator/undefined) [@piqsuite](/creator/undefined) [@peterrhann1](/creator/undefined) [@safehavenmoney](/creator/undefined) [@mothercabrininy](/creator/undefined) [@assouline99](/creator/undefined) [@barchart](/creator/undefined) [@synnaxai](/creator/undefined) [@realjimchanos](/creator/undefined) [@officialmcafee](/creator/undefined) [@a63738464](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Carvana Co. (CVNA)](/topic/$cvna) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [AIntivirus (AINTI)](/topic/$ainti) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Lush AI (LUSH)](/topic/$lush) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Walmart, Inc. (WMT)](/topic/$wmt) [Alibaba Group (BABA)](/topic/$baba) [enqAI (ENQAI)](/topic/$enqai) [Clearpool (CPOOL)](/topic/$cpool) [Morgan Stanley (MS)](/topic/morgan-stanley) [HSBC Holdings PLC (HSBC)](/topic/$hsbc)
### Top Social Posts [#](/creator/twitter::1334697627095506944/posts)
---
Top posts by engagements in the last XX hours

"Still few people understand this #gold #silver"  
[X Link](https://x.com/DarioCpx/status/1976557646170960173) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T07:57Z 70.9K followers, 234.7K engagements


"$BABA cloud growth is driven by Alibaba portfolio companies using it not by external clients. This is why as a whole revenues only grew X% YoY nice trick to shift money from the left pocket to the right pocket but anyone who can read financials can spot this easily"  
[X Link](https://x.com/DarioCpx/status/1962354700382245203) [@DarioCpx](/creator/x/DarioCpx) 2025-09-01T03:19Z 70.9K followers, 44.6K engagements


"As a matter of fact Global M2 just hit a fresh ATH at XXXX TRILLION $ 🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1979490453629419701) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T10:11Z 70.9K followers, 8951 engagements


"BREAKING: JAPAN POST BANK DISCLOSED XXXX TRILLION $JPY (9.3bn$) OF UNREALISED LOSSES Developing exactly as I warned X month ago (post below) 👇🏻 Thanks @PaPaPa80755851 for sharing the document in Japanese not even the shadow of a news or anything available in English yet 🙏🏻"  
[X Link](https://x.com/DarioCpx/status/1816864522193543229) [@DarioCpx](/creator/x/DarioCpx) 2024-07-26T15:53Z 70.8K followers, 369.8K engagements


"Silver is unstoppable - soon banks will be forced to pull their offers and the market will totally break with the chart going vertical and spreading panic among the shorts"  
[X Link](https://x.com/DarioCpx/status/1978657685424734223) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:02Z 70.9K followers, 123.5K engagements


"BREAKING: Softbank & its subsidiary PayPay invest XX% in Binance Japan Here you go the cherry on top of the Masaponzi cake just dropped"  
[X Link](https://x.com/DarioCpx/status/1976170448380637362) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T06:18Z 70.9K followers, 15K engagements


"Silver slams now attempted during Asian hours when pressure is the strongest - how cute 🙂"  
[X Link](https://x.com/DarioCpx/status/1979027696345612574) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T03:32Z 70.9K followers, 57.3K engagements


"Here you go SoftBank (that doesnt have cash left to spend) is forced to keep borrowing and now they are trying to raise cash using more $ARM shares as collateral when the value of those shares is manipulated to remain inflated - In case you wonder: this is fraud @kakashiii111"  
[X Link](https://x.com/DarioCpx/status/1976585006500999371) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T09:46Z 70.9K followers, 66.8K engagements


"At this pace the first government action Takaichi will have to take as Japan PM will be to instruct the the MOF to sell $USD reserves to defend $JPY from imploding"  
[X Link](https://x.com/DarioCpx/status/1975723345879704032) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T00:42Z 70.7K followers, 58.9K engagements


"This is all you need to know to predict physical gold price forget about charts and all sorts of other creative things I have seen mushrooming all around from many newfound "experts". Beware: I said "Physical gold" this doesn't include financial instruments holding Gold IoUs"  
[X Link](https://x.com/DarioCpx/status/1978983773774504432) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:37Z 70.9K followers, 45.5K engagements


"Not only gold and silver havent felt the pinch of traders panic today but both of them closed the week in backwardation (Spot Futures) ⚠ Silver XXX% spread signals a huge stress but you better hope gold doesnt get there too - that would warn of a financial Armageddon"  
[X Link](https://x.com/DarioCpx/status/1976810773998686665) [@DarioCpx](/creator/x/DarioCpx) 2025-10-11T00:43Z 70.9K followers, 103.5K engagements


"@DrFlurthington I have not held $ENQAI for a long time sir. For all the others I consider $CPOOL a deep value opportunity while $AINTI and $LUSH ultra deep values"  
[X Link](https://x.com/DarioCpx/status/1942774102198276473) [@DarioCpx](/creator/x/DarioCpx) 2025-07-09T02:33Z 70.8K followers, XXX engagements


"@kakashiii111 Nscale is just a postbox in UK countryside sir - they raised money used to buy a 40MW in Norway that has no activity"  
[X Link](https://x.com/DarioCpx/status/1978399518573146182) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T09:56Z 70.7K followers, 1590 engagements


"Why is everyone so surprised about @theinformation reporting $ORCL is losing money renting $NVDA GPUs Logically speaking: If there was real demand for $NVDA GPUs the company wouldnt need to pay to sell them in the first place 🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1975712435748409751) [@DarioCpx](/creator/x/DarioCpx) 2025-10-07T23:58Z 70.8K followers, 55K engagements


"BREAKING: $TSM revenues DOWN XXX% MoM Have you heard that sound The sound of something that just hit a ceiling I guess $TSM still wants payment in real money to make and deliver chips - how anachronistic 🤭"  
[X Link](https://x.com/DarioCpx/status/1976172166619222378) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T06:25Z 70.9K followers, 33.2K engagements


"@fx_poet Its a LOI sir"  
[X Link](https://x.com/DarioCpx/status/1978400663890485679) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T10:00Z 70.8K followers, XXX engagements


"A 25bn$ Data Centre project in a country that just took a 20bn$ bailout from the US government - OpenAI didnt check the news before going ahead with this new PR stunt 🤭 Narrator: pure comedy"  
[X Link](https://x.com/DarioCpx/status/1976702027775590858) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T17:31Z 70.9K followers, 23.1K engagements


"We are entering into $JPY FX intervention territory now ⚠ but I dont expect it will happen before we hit XXX. Surely US wont be happy to see Japan starting dumping $USD again in the open market - Stay vigilant"  
[X Link](https://x.com/DarioCpx/status/1975046028580794654) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T03:50Z 70.7K followers, 91.5K engagements


"#JustDarioDaily ⚠ CARVANA A TICKING TIME BOMB ⚠ $CVNA 🔗 to Article 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1977737189954818453) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T14:04Z 70.9K followers, 61.3K engagements


"This tells a lot about the bifurcation between the real economy and the stock market 🙄"  
[X Link](https://x.com/DarioCpx/status/1978759507665719659) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T09:46Z 70.9K followers, 24K engagements


"Let me say this again: OpenAI doesnt have the money and cannot raise more equity - the only alternative to keep its Ponzi scheme going is to raise a biblical amount of debt that DOESNT EVEN EXIST in the financial system"  
[X Link](https://x.com/DarioCpx/status/1978395972289138850) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T09:42Z 70.7K followers, 1140 engagements


"SoftBank shares are up XX% so far today because of this announcement - ABB says the amount will be paid in cash if this is the case hows Masa son going to pay for it 🤔 Hopefully banks will be lending him all the money he needs (again) happy to take hyped shares as collateral"  
[X Link](https://x.com/DarioCpx/status/1976088269495611708) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T00:52Z 70.6K followers, 41.3K engagements


"Considering this happened on gold EXACTLY at the same time there is only one player that can do such a trade: the BIS - Wonder if they have been instructed by their central banks clients to intervene forcefully"  
[X Link](https://x.com/DarioCpx/status/1978035730497613885) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T09:50Z 70.9K followers, 121.9K engagements


"Fun fact: on Monday US markets will be regularly open but because of Columbus Day holiday all FED systems but FedNow wont be operational. This means that financial institutions wont be able to wire funds between each other ⚠ - Not ideal if stocks tank and margin calls fly"  
[X Link](https://x.com/DarioCpx/status/1977190383286472988) [@DarioCpx](/creator/x/DarioCpx) 2025-10-12T01:51Z 70.9K followers, 168.4K engagements


"The total number of BOJ interventions raises to XX since the 29th of July 🙂"  
[X Link](https://x.com/DarioCpx/status/1979081956865511641) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T07:08Z 70.9K followers, 27.3K engagements


"When liquidity dries up in the system ponzi schemes start falling like flies. Be prepared to read these kind of headlines and how no one saw it coming more and more often in the future"  
[X Link](https://x.com/DarioCpx/status/1976110518638363001) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T02:20Z 70.7K followers, 73.3K engagements


"I hope this chart I made helps everyone from professional to retail investors to understand what's truly going on among #OpenAI $NVDA $AMD $ORCL $MSFT $CRWV and $NBIS"  
[X Link](https://x.com/DarioCpx/status/1975380863849558449) [@DarioCpx](/creator/x/DarioCpx) 2025-10-07T02:01Z 70.9K followers, 160.3K engagements


"I predict sell-side Wall Street equity research wont survive the burst of this bubble after it has been proven how damaging to markets and investors its non-independence is already in the DotCom and the GFC"  
[X Link](https://x.com/DarioCpx/status/1974059667979686295) [@DarioCpx](/creator/x/DarioCpx) 2025-10-03T10:31Z 70.9K followers, 441.7K engagements


"Why is $HSBC planning to take its subsidiary Hang Seng bank private Because this is the only way the bank can still hide its mounting pile of toxic real estate loans the market is starting to worry about. Fun fact: I warned about this too X YEARS AGO 🥹"  
[X Link](https://x.com/DarioCpx/status/1976107224759140585) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T02:07Z 70.9K followers, 28.1K engagements


"Crime is legal nowadays sadly"  
[X Link](https://x.com/DarioCpx/status/1978662683013427680) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:22Z 70.9K followers, 13.2K engagements


"For whoever is interested in a moonshot technology I suggest taking a look at this: In my humble opinion this will go gangbusters with advertisers since it solves a major targeting issue with social media advertising @LushAIAgency"  
[X Link](https://x.com/DarioCpx/status/1949714651987796024) [@DarioCpx](/creator/x/DarioCpx) 2025-07-28T06:12Z 70.9K followers, 16K engagements


"All small cockroaches circling around the mother of them all: $CVNA"  
[X Link](https://x.com/DarioCpx/status/1979404894772817988) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T04:31Z 70.9K followers, 38.1K engagements


"LushAI isnt a meme but one of the (few) crypto projects that make real cash revenues with their product sold in the real world to real customers: I never invested in garbage and dont plan to do it anytime soon"  
[X Link](https://x.com/DarioCpx/status/1970085386820223474) [@DarioCpx](/creator/x/DarioCpx) 2025-09-22T11:18Z 70.9K followers, 9745 engagements


"This is $SPY vs #GOLD - I hope this chart and my notes help to understand what happened what's happening and what will happen in the future till the next "Paul Volcker" becomes FED chair It also helps to understand why despite #stocks at ATH society felt richer XX years ago"  
[X Link](https://x.com/DarioCpx/status/1977904291798294856) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:08Z 70.9K followers, 63.5K engagements


"I am going to publish a long overdue big article on $CVNA in X hours - stay tuned"  
[X Link](https://x.com/DarioCpx/status/1977681606342246675) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T10:23Z 70.9K followers, 36.1K engagements


"There is one thing that still isn't a matter of discussion in MSM or social media: OpenAI still hasn't closed the $40bn funding it needs in 2025. ⚠ Only $10.3bn raised so far (and SoftBank needed to borrow $8bn to pay for its commitment). The problem OpenAI is still a "not-for-profit" company and investors don't like this setup anymore. Since there are close to zero chances OpenAI can turn itself into a for-profit company before year-end unlocking potential investors' demand is still there after all it has surfaced so far I will not be shocked to see $NVDA jumping in and injecting outright"  
[X Link](https://x.com/DarioCpx/status/1975745769018957902) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T02:11Z 70.8K followers, 32.2K engagements


"Often people ask me what do I look for in my asymmetric moonshots - here is the perfect example: - Strong community - Strong team focus on delivering products with high revenues potential - Deeply undervalued Have been holding this for almost a year now being an investor"  
[X Link](https://x.com/DarioCpx/status/1974786762867449868) [@DarioCpx](/creator/x/DarioCpx) 2025-10-05T10:40Z 70.8K followers, 33.3K engagements


"While the crypto space was flooded by a tsunami of margin calls and liquidations on Friday a small Ark was sailing through the the stormy sea following McAfee North Star 🥹 - once again big congrats to the $AINTI team for another incredible product launch 👏"  
[X Link](https://x.com/DarioCpx/status/1976916318738931945) [@DarioCpx](/creator/x/DarioCpx) 2025-10-11T07:42Z 70.8K followers, 16.1K engagements


"I assume we now all agree SoftBank is a meme stock"  
[X Link](https://x.com/DarioCpx/status/1978309365707768030) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T03:58Z 70.9K followers, 34K engagements


"Funny how after whats happening with First Brands no one in the media or socials is talking about $CVNA that is the equivalent of First Brands + Tricolor on steroids"  
[X Link](https://x.com/DarioCpx/status/1976474823313535186) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T02:28Z 70.7K followers, 26.9K engagements


"What happened last Friday might have uncovered a problem many in the crypto space knew but didnt dare to talk privately: many platforms were allowing traders to trade on incredible leverage without having neither the assets nor the liquidity to allow them so. This off the books liabilities are a common practice of the global financial system due to rampant naked short selling and failed settlements that per se are a form of financing. As a result those platform had tight liquidation thresholds that have been triggered creating a waterfall effect since holes can only been closed mopping out"  
[X Link](https://x.com/DarioCpx/status/1977665407981920492) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T09:19Z 70.9K followers, 102K engagements


"China just ordered its companies to stop buying any $NVDA GPU and trust me thats a broad ban those companies wont dare to go behind the government back Told you China wasnt messing around (like US does) 🤷🏻♂ Narrator: bullish $NVDA right"  
[X Link](https://x.com/DarioCpx/status/1976504208422731818) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T04:24Z 70.7K followers, 65.9K engagements


"Margin debt to buy stocks is through the roof (and rising) - perhaps the Fear & Greed index isnt broken. With all this leverage its fair many feel anxious since a correction away from ATH (totally normal) can wipe them out already (like it happened to many crypto traders)"  
[X Link](https://x.com/DarioCpx/status/1979488418154598550) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T10:03Z 70.9K followers, 15.3K engagements


"Not only this team has been building in the shadows for more than a year but has been generating real $ revenues too. I did my own research a year ago this is why I bet on significantly on it ever since"  
[X Link](https://x.com/DarioCpx/status/1948288168412803434) [@DarioCpx](/creator/x/DarioCpx) 2025-07-24T07:44Z 70.9K followers, 25.2K engagements


"Imagine being a central bank without physical gold reserves right now"  
[X Link](https://x.com/DarioCpx/status/1977698125423771808) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T11:29Z 70.9K followers, 72.1K engagements


"Answer: Gamma squeezing the razor thin float in the market - the most popular stock price manipulation technique of recent times"  
[X Link](https://x.com/DarioCpx/status/1976502633398665618) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T04:18Z 70.9K followers, 12.3K engagements


"Beware ⚠ : when the bubble pops and stocks start moving lower but havent crashed yet wall street equity research will still recommend to buy those stocks either because they have to keep cheerleading their clients or because they have to unload their own bags still. 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1974482749659787371) [@DarioCpx](/creator/x/DarioCpx) 2025-10-04T14:32Z 70.9K followers, 645.7K engagements


"#JustDarioDaily ⚠ THAT SMELL OF SILVER SQUEEZE IN THE AIR ⚠ #silver #silversqueeze 🔗 to Article 👇🏻 🔗 to Podcast 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1935320388516659506) [@DarioCpx](/creator/x/DarioCpx) 2025-06-18T12:55Z 70.9K followers, 735.2K engagements


"If OpenAI needs to borrow money from banks but banks are running (head first) into a pile of big problems and have no money to lend whats going to happen to OpenAI trillion $ of promises"  
[X Link](https://x.com/DarioCpx/status/1978986942424383834) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:50Z 70.9K followers, 20.5K engagements


"$JPY starts the week as expected"  
[X Link](https://x.com/DarioCpx/status/1974984974874058913) [@DarioCpx](/creator/x/DarioCpx) 2025-10-05T23:48Z 70.7K followers, 72.5K engagements


"From Canada to Canazuela soon"  
[X Link](https://x.com/DarioCpx/status/1977914383557607457) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:48Z 70.6K followers, 14.4K engagements


"Spot gold hits 4200$ - Never forget: every gold milestone is a reminder of how fiat currency is losing more and more real value those who hold physical are just protecting their wealth not becoming richer"  
[X Link](https://x.com/DarioCpx/status/1978364119334977538) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T07:35Z 70.9K followers, 288K engagements


"According to this chart 2/3 of Silver annual physical production have just materialised out of thin air right into the delivery window at the LBMA. To me this sounds rather impossible especially with LBMA history of accepting bags of rocks instead of Nickel 🙄"  
[X Link](https://x.com/DarioCpx/status/1978035088211300376) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T09:48Z 70.9K followers, 84.4K engagements


"All banks beating expectations today no single lender making any meaningful provision against Private Credit However this is no surprise considering the FED even excluded Private Credit from this year stress tests 👇🏻 No one cares if any goes wrong people will pay after all"  
[X Link](https://x.com/DarioCpx/status/1978059446040354944) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T11:24Z 70.7K followers, 36.5K engagements


"The only reason I can think of that can justify such a incredible squeeze in SoftBank shares is the company preparing to issue equity to raise the cash it badly needs because its lenders are maxed out"  
[X Link](https://x.com/DarioCpx/status/1978807664588042727) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T12:58Z 70.9K followers, 13.7K engagements


"BREAKING: Silver lease rates spike above XXX% Ladies and Gentlemen: its squeeze time"  
[X Link](https://x.com/DarioCpx/status/1977907413820072274) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:20Z 70.9K followers, 130.9K engagements


"Cash on the sidelines is down to 3.5bn$ - starting from Monday the US shutdown will begin to dent into banks liquidity and the house of cards will start wobbling after this small buffer dries up"  
[X Link](https://x.com/DarioCpx/status/1978264573334507561) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:00Z 70.9K followers, 52.2K engagements


"Magnetar simply doing what they did already in 2008 - once they are done cashing out then $CRWV will rug pull along with all other neocloud Ponzi schemes"  
[X Link](https://x.com/DarioCpx/status/1977175731584323885) [@DarioCpx](/creator/x/DarioCpx) 2025-10-12T00:53Z 70.7K followers, 24.1K engagements


"I am so looking forward to this product release from the $AINTI team pretty tired about the ton of personal info that can be extracted from a file upload on the internet 😅 @theemrsmcafee @officialmcafee"  
[X Link](https://x.com/DarioCpx/status/1962741862374298060) [@DarioCpx](/creator/x/DarioCpx) 2025-09-02T04:58Z 70.9K followers, 96.3K engagements


"Nobody trusts Jefferies anymore clients want their money back - just got this from a trusted source in Asia"  
[X Link](https://x.com/DarioCpx/status/1977584244928163987) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T03:56Z 70.9K followers, 410.8K engagements


"There is one thing I purposely left out in my analysis yesterday not to make things too complicated - but there is another very interesting thing in Jefferies B/S: Securities pledged as collateral (non-REPO related): 18bn$ Securities received as collateral (non-REPO related): 54m$ ⚠ Such an imbalance only happens when a banks commitments (like derivatives guarantees or other form of contractual obligations) are deeply under water"  
[X Link](https://x.com/DarioCpx/status/1978637692528427249) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T01:42Z 70.9K followers, 65.1K engagements


"Queues to buy gold in HK from normal shops in IFC mall now"  
[X Link](https://x.com/DarioCpx/status/1978412552871719312) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T10:48Z 70.9K followers, 843.6K engagements


"Today I was listening to @SpecialSitsNews space and he said something that jolted me: GE businesses have a strong seasonality but this wasnt showing up in the earnings that were smoothened up using GE Capital who right before the end of every quarter sold large amounts of financial insurance - Fast forward GE Capital needed a government bailout since it surfaced they were mostly insuring toxic assets right Now please make me the favour and take a look to $NVDA revenues (pic1) and inventories (pic2) that given $NVDA product cycle are supposed to show a degree of seasonality right Not only"  
[X Link](https://x.com/DarioCpx/status/1977556164381643132) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T02:05Z 70.7K followers, 16.8K engagements


"Silver is now 1.5$ away from triggering chaos in several large banks risk management department 🚨 Narrator: buckle up folks"  
[X Link](https://x.com/DarioCpx/status/1975049245184131405) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T04:03Z 70.9K followers, 348K engagements


"Funny how Bloomberg left revenues out- then I realised the circle representing real revenues would have been be too small to spot. Honestly: if there are negligible revenues and the real cash comes from investors sucked in why is this a bubble and not a ponzi 🧐"  
[X Link](https://x.com/DarioCpx/status/1976099446049079334) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T01:36Z 70.9K followers, 116.6K engagements


"@grok @RentYourStocks This is wrong there are no $14.16B of "Liquidity sources" you made that up"  
[X Link](https://x.com/DarioCpx/status/1978984669761749220) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:41Z 70.9K followers, XXX engagements


"Fun fact: MassMutual owns XX% of Jefferies Finance and is known to be the a major buyer of the CLOs structured and sold by that JV. I am not surprised at all about MassMutual cooking its books to hide problems what I am surprised about is the SEC is investigating it 😅🤭"  
[X Link](https://x.com/DarioCpx/status/1979080264904249725) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T07:01Z 70.9K followers, 170.9K engagements


"People are asking me again if gold just topped. Just look at the equation in the post below and ask yourself: are central banks done printing money The answer is NO and till isnt the case gold (and silver) arent done running higher"  
[X Link](https://x.com/DarioCpx/status/1979489472954986696) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T10:07Z 70.9K followers, 33.1K engagements


"$AMD shares should be crashing as a result of this asinine agreement with OpenAI - but people dont know how to do math anymore and a bunch of Hedge Funds that have been buying OTC options to squeeze $AMD shares upon announcement is apparently confirmation that the deal is good"  
[X Link](https://x.com/DarioCpx/status/1975233280791457832) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T16:14Z 70.7K followers, 58.2K engagements


"This is now a 3-Sigma daily move for JGB yields - at this pace the $JPY carry trade implodes even before Takaichi officially becomes Japan PM 🥹"  
[X Link](https://x.com/DarioCpx/status/1975015862479581331) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T01:50Z 70.9K followers, 159.3K engagements


"Kind reminder: if the US shutdown lasts more than XX days the risk of a liquidity crisis and bank runs is high As of now the shutdown is expected to last XX days (and rising) You have been warned ⚠"  
[X Link](https://x.com/DarioCpx/status/1979412018043195416) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T04:59Z 70.9K followers, 70.4K engagements


"Mr. Slammy is alive and kicking - I was starting to be worried for his wellbeing 🙂 Nice silver slam right before LBMA operations begin for the day 😉 Lets see how long it will last this time 🍿"  
[X Link](https://x.com/DarioCpx/status/1977986182341697938) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T06:33Z 70.9K followers, 167.1K engagements


"$WFC provision for credit losses (pECL) 680m$ DOWN XX% QoQ $C pECL 2.45bn$ DOWN XX% QoQ $GS pECL 339m$ DOWN XX% QoQ Remember: when the next First Brands blows up and hit them with billions of losses they will claim no one could see it coming"  
[X Link](https://x.com/DarioCpx/status/1978262770987532290) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T00:52Z 70.9K followers, 14K engagements


"Have they spun this around as AI efficiencies yet Just asking for a friend"  
[X Link](https://x.com/DarioCpx/status/1978307955637317646) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T03:52Z 70.7K followers, 10.7K engagements


"All developing as expected 🎯 Due to the US shutdown stretching longer and longer liquidity is quickly drying up in the banking system. As a result banks have to fill the liquidity gap borrowing from the FED standing REPO facility - 6.75bn borrowed in the last session"  
[X Link](https://x.com/DarioCpx/status/1978610000949113163) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T23:52Z 70.9K followers, 142.2K engagements


"3/4 of the massive silver slam we saw yesterday have been recovered in 24h 👀- those who shorted a ton of silver futures will have to choose between covering and take the losses or try to deliver physical Id rather pick the first. Sorry Mr Slammy but you lost big time AGAIN"  
[X Link](https://x.com/DarioCpx/status/1978375327383457831) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T08:20Z 70.9K followers, 60.2K engagements


"The BOJ once again bails out banks and prints $JPY to push down $JGB yields and make sure insolvencies dont become public. Not surprisingly $JPY is depreciating faster because of this not because Takaichi win (she hasnt started to put in action her version of Abenomics yet)"  
[X Link](https://x.com/DarioCpx/status/1975749530378207594) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T02:26Z 70.7K followers, 74.7K engagements


"Watch out for these guys the only project I know that is laser focused on building a revenue generating sustainable business. The reason why I bet big on them more than one year ago"  
[X Link](https://x.com/DarioCpx/status/1969697953423261858) [@DarioCpx](/creator/x/DarioCpx) 2025-09-21T09:39Z 70.9K followers, 19.8K engagements


"This is why I wouldnt trust LBMA account of their physical silver holdings - they were literally storing bags of rocks instead of Nickel during the nickel short squeeze crisis years ago"  
[X Link](https://x.com/DarioCpx/status/1977589989941870949) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T04:19Z 70.7K followers, 82.5K engagements


"I wonder if anyone ever looked closely at Jefferies balance sheet - it took me X minutes and no calculator to figure out that without Repo financing their cash position is negative"  
[X Link](https://x.com/DarioCpx/status/1978273990788423920) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:37Z 70.9K followers, 806.5K engagements


"Fun Fact: the 5y US Credit Default Swap is roughly the same as Italy and HIGHER than the UK one ⚠ Isn't this a pretty remarkable distortion"  
[X Link](https://x.com/DarioCpx/status/1971051913501462696) [@DarioCpx](/creator/x/DarioCpx) 2025-09-25T03:19Z 70.9K followers, 13.3K engagements


"Wild idea ⚠ $BYND is the most shorted stock right now OpenAI can open TRS on $BYND Archegos style then announce a partnership with $BYND to make AI meat to trigger an epic short squeeze and retail fomo. OpenAI closes the TRS cashing out a few billion $"  
[X Link](https://x.com/DarioCpx/status/1978267293613244545) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:10Z 70.9K followers, 17.9K engagements


"#JustDarioDaily ⚠ WILL SANAE TAKAICHI LAST LONGER THAN A HEAD OF LETTUCE⚠ #Japan #BOJ $JPY 🔗 to article 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1975917651953340766) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T13:34Z 70.7K followers, 75K engagements


"I respectfully disagree with Nik here S(c)am Altman isnt trying to pull off one of the greatest thefts in human history. He is pulling off one of greatest Ponzi schemes in human history pretending he is doing what he is doing for the good of humanity"  
[X Link](https://x.com/DarioCpx/status/1978394838493020278) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T09:37Z 70.9K followers, 25.1K engagements


"BOJ DAILY UPDATE Big post-holiday $JPY money printing day for the BOJ: X major operations for 900bn $JPY total ⚠Remarkably the BOJ offered XXX bn $JPY of outright cash vs collateral and received demand for XXX trillion $JPY 👀 XX interventions since the 29th of July"  
[X Link](https://x.com/DarioCpx/status/1977992094582235366) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T06:57Z 70.9K followers, 64.7K engagements


"No worries in 20min the BOJ will surely lend Securities to banks so they can REPO them for cash and avoid selling JGBs in the open market to fetch it instead"  
[X Link](https://x.com/DarioCpx/status/1977912644226212344) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:41Z 70.9K followers, 39.2K engagements


"Carvana managed to issue ABS right before Tricolor and First Brands bust sir that was lucky but it might be their last sale if delinquencies keep climbing. Surely now lenders are doing due diligence on $CVNA and if they find too many things they don't like they will start selling ABS in the market. Personally I would track that to monitor how much time $CVNA has left (the faster ABS prices go down the less time it has)"  
[X Link](https://x.com/DarioCpx/status/1977894257299206301) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T00:28Z 70.6K followers, XXX engagements


"Extreme fear when the S&P500 is X% away from ATH Either its time to throw this fear & greed away or it means all those holding stocks right now know the floor can disappear from underneath their feet in the blink of an eye (but they are too greedy to sell)"  
[X Link](https://x.com/DarioCpx/status/1978977807511511540) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:14Z 70.9K followers, 48.4K engagements


"If you want to spot which broker currently hold a relevant exposure against $JEF and needs exit liquidity an easy way to do it is to check which ones have equity research updates that confirm/recommend a Buy or even upgrade $JEF TP"  
[X Link](https://x.com/DarioCpx/status/1979402528581390831) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T04:21Z 70.9K followers, 22.8K engagements


"China doesnt want $NVDA or $AMD GPUs anymore so no problem here"  
[X Link](https://x.com/DarioCpx/status/1976505676391452750) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T04:30Z 70.8K followers, 13.8K engagements


"Shorting futures now isnt enough anymore to hold silver back. 👀 People want physical not paper. The backwardation is now worsening and thats a sign of stress in the market. Buckle up because silver fireworks can start anytime now 🍿 ⚠"  
[X Link](https://x.com/DarioCpx/status/1976268144735137898) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T12:46Z 70.8K followers, 154.9K engagements


"#JustDarioDaily ⚠ WHY A JEFFERIES BAILOUT IS ONLY A MATTER OF TIME ⚠ $JEF #stocks 🔗 to article 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1978446539665129940) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T13:03Z 70.9K followers, 104K engagements


"So basically spending $X for each $X in revenue - not the description of a sustainable business model the last time I checked 🧐"  
[X Link](https://x.com/DarioCpx/status/1978670930470519203) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:54Z 70.9K followers, 13.9K engagements


"Jeffries followed the same playbook of Drexel Burnham Lambert since the GFC for both junk bonds and questionable equities filling the void left by major WS banks stepping away at that time. Investors starving for yield rewarded Jefferies that ramped up the business in the years"  
[X Link](https://x.com/DarioCpx/status/1976127490134569019) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T03:28Z 70.9K followers, 181.8K engagements


"JUST IN: Aozora bank plunges XX% because US #CRE losses Hey isnt #CRE that sector $BAC didnt see any issues with whatsoever 🙄"  
[X Link](https://x.com/DarioCpx/status/1752873748355821630) [@DarioCpx](/creator/x/DarioCpx) 2024-02-01T01:57Z 70.9K followers, 125.6K engagements


"BREAKING: banks borrow 87.1bn of liquidity $GBP via the BOE ST-OMO Repo facility - A new ATH ⚠ The BOJ might have stopped interventions but clearly the FED cut wasnt enough to ease BOE troubles too"  
[X Link](https://x.com/DarioCpx/status/1971149265885102081) [@DarioCpx](/creator/x/DarioCpx) 2025-09-25T09:46Z 70.8K followers, 40.1K engagements


"And the writing is already on the wall"  
[X Link](https://x.com/DarioCpx/status/1979412867305881989) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T05:02Z 70.9K followers, 35.5K engagements


"ELEVEN FREAKING PERCENT INFLATION EXPECTED IN JAPAN"  
[X Link](https://x.com/DarioCpx/status/1976508315049062909) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T04:41Z 70.9K followers, 276K engagements


"A substantial portion of the securities received by us as collateral has been sold or repledged 🚩 Remember I always do my homework especially I read the fine prints $JEF sold or repledged 20bn$ of clients collateral on top of big repo funding to cover its liquidity hole"  
[X Link](https://x.com/DarioCpx/status/1978848340142928352) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T15:39Z 70.9K followers, 36.8K engagements


"This is getting to a whole new level of ridiculous"  
[X Link](https://x.com/DarioCpx/status/1977739564279124388) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T14:13Z 70.9K followers, 19.1K engagements


""These loans will mature with no deposits to repay them" - Bingo this sentence greatly summarizes the whole nature of the problem"  
[X Link](https://x.com/DarioCpx/status/1979001287917158787) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T01:47Z 70.9K followers, 20.3K engagements


"Still no losses of any sort tied to this asset class are impacting any bank. Wonder why Because none of these assets is being Marked To Market and the regulator is ok with that not to spread any panic"  
[X Link](https://x.com/DarioCpx/status/1974777120049311749) [@DarioCpx](/creator/x/DarioCpx) 2025-10-05T10:02Z 70.9K followers, 141.7K engagements


"Let me repeat this once again: sure there are many banks too big to fail but today those are also too big to bailout unless US people are happy to see what left of the real $USD value completely evaporating along with their real wealth - Weimar Republic style"  
[X Link](https://x.com/DarioCpx/status/1976456242613923934) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T01:14Z 70.9K followers, 35.5K engagements


"Here we go I was waiting for someone to point this out. As a matter of fact here there are all signs $NVDA has been keeping a large amount of liabilities off the books Likely revenues have been reported while being unearned and should have been booked as a liability instead"  
[X Link](https://x.com/DarioCpx/status/1977563137823080694) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T02:32Z 70.9K followers, 17.8K engagements


"If the AI boom were truly as explosive as markets claim ASML would be PRINTING cash NOT deferring them"  
[X Link](https://x.com/DarioCpx/status/1978676364908609703) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T04:16Z 70.9K followers, 34.7K engagements


"Fun Fact: $CVNA 2030 bonds are trading at XXXXX while the 2029 bonds already trade at FIFTY and the 2028 ones at SIXTY FIVE Feel free to bookmark this post"  
[X Link](https://x.com/DarioCpx/status/1977567943501484310) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T02:51Z 70.9K followers, 121.5K engagements


"Probabilities of a Repo market crisis are climbing along with these expectations - just a fyi"  
[X Link](https://x.com/DarioCpx/status/1978639029689049536) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T01:48Z 70.9K followers, 15.8K engagements


"Signing a LOI with OpenAI is truly like adding .com at the end of a company name during the DotCom bubble - such a carousel of zero value nonsense but hey $WMT stock gaps up and opens green while the broader market is bright red so I guess it counts the trick worked out"  
[X Link](https://x.com/DarioCpx/status/1978091994720137325) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T13:34Z 70.9K followers, 39.6K engagements


"If $ORCL saw a +359% jump to 455bn$ for its revenues backlog how come the Deferred Revenues it reported only increased +28.8% to 12.1bn $USD Let me tell you why because most of the revenue backlog jump $ORCL just reported is from pure garbage agreements without guarantees"  
[X Link](https://x.com/DarioCpx/status/1965577941867528220) [@DarioCpx](/creator/x/DarioCpx) 2025-09-10T00:47Z 70.9K followers, 152.4K engagements


"ChatGPT launched in Nov XX in Jan XX the US Regional Banks crisis started culminated with $FSB and $CS bust. Thats when the real economy crisis began but the big liquidity injection to bailout banks hid it behind stocks inflation. AI has nothing to do with whats happening"  
[X Link](https://x.com/DarioCpx/status/1973714170853183711) [@DarioCpx](/creator/x/DarioCpx) 2025-10-02T11:38Z 70.9K followers, 86.1K engagements


"The Equity Market Volatility (EMV) tracker which combines market indicators (like the VIX) and fundamental indicators from corporate SEC filings back in April spiked to a level ABOVE the Covid crash and only second to the GFC crash. This time stocks haven't crashed. yet"  
[X Link](https://x.com/DarioCpx/status/1971118828458475734) [@DarioCpx](/creator/x/DarioCpx) 2025-09-25T07:45Z 70.6K followers, 6707 engagements


"For those who didnt do it I kindly suggest to read what I wrote X weeks ago if you are curious to know what going to happen in the near future to banks if the US shutdown isnt going to end soon👇🏻"  
[X Link](https://x.com/DarioCpx/status/1978803133032869952) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T12:40Z 70.9K followers, 20.3K engagements


"BOJ Daily Update Surprisingly only X relevant BOJ intervention today for XXX billion $JPY. The total rises to XX interventions in the past XX weeks"  
[X Link](https://x.com/DarioCpx/status/1975117693247484223) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T08:35Z 70.7K followers, 50.2K engagements


"Just take a look at the financials ffs SoftBank makes ZERO revenues from "AI" still. Its gains are only coming from the appreciating equity value of its stakes in "AI" companies (that make zero / small revenues from "AI"). All "profits" reported by SoftBank so far are NON-CASH"  
[X Link](https://x.com/DarioCpx/status/1976108757223670114) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T02:13Z 70.9K followers, 14.5K engagements


"Kind reminder"  
[X Link](https://x.com/DarioCpx/status/1978269633019834752) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:20Z 70.9K followers, 19.7K engagements


"The gold slam down only lasted XX hours 🫣"  
[X Link](https://x.com/DarioCpx/status/1978268252808638608) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:14Z 70.9K followers, 82K engagements


"Bessent just stated the US Treasury is ready to take immediate exceptional measures to ensure market stability. As I said XX days ago: no one will care a about a #shutdown unless it sparks a bank run 👇🏻 We are X week away from liquidity problems to start escalating ⚠"  
[X Link](https://x.com/DarioCpx/status/1976433852664213943) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T23:45Z 70.7K followers, 56.8K engagements


"Considering how many views this post got I assume virtually nobody so far noticed this small yet very critical detail about Jefferies $JEF health 🥲"  
[X Link](https://x.com/DarioCpx/status/1978661965590380757) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:19Z 70.9K followers, 39.2K engagements


"Soon there wont be bars left to rush thats when the silver squeeze will truly become historic"  
[X Link](https://x.com/DarioCpx/status/1977044274689785974) [@DarioCpx](/creator/x/DarioCpx) 2025-10-11T16:11Z 70.8K followers, 46.5K engagements


"Gold 4130$ Silver 52.5$ the FED is going to cut rates at least once more this year and is expected to keep cutting into next year - can someone kindly share this chart with Jerome Powell please"  
[X Link](https://x.com/DarioCpx/status/1977884553755685273) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T23:49Z 70.9K followers, 55.2K engagements


"Its no mystery I support this project since the beginning (and never sold a single token even if I could cash out big) - XX% of crypto has no value I dont disagree but a ton of long term value lies in the other X% of projects building useful tools like internet XX years ago"  
[X Link](https://x.com/DarioCpx/status/1979494211444764851) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T10:26Z 70.9K followers, 8729 engagements


"Just X years ago SoftBank SHUT its Robotics business after the bet didnt pay off since there was ZERO market demand. X years later SoftBank recycles the same playbook even if demand is still ZERO (reason why ABB wants to sell) - This time is different though right 🙈"  
[X Link](https://x.com/DarioCpx/status/1976144109942481011) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T04:34Z 70.9K followers, 25.3K engagements


"China just dealt another big blow to produce advanced semiconductors outside of the country - of course this wont impact $INTC $NVDA or $TSM stocks right"  
[X Link](https://x.com/DarioCpx/status/1976126370255126971) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T03:23Z 70.9K followers, 42.5K engagements


"People forgot this event about $ASML - after that accident billions of orders materialised out of thin air few days later and were promptly announced to the market (of course). All these companies are cooking their books to fabricate revenue growth some a lot some less"  
[X Link](https://x.com/DarioCpx/status/1978621264341430712) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T00:37Z 70.9K followers, 26.9K engagements


"Fun fact: investment bankers nicknamed Norinchukin Bank the CLOs whale Curious why Because the Japanese bank have been buying the biggest chunk of many CLOs and ABS issued FOR YEARS. All those sit in Norinchukin belly feel free to connect the dots"  
[X Link](https://x.com/DarioCpx/status/1977561510588408300) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T02:26Z 70.7K followers, 44.4K engagements


"Jefferies total shareholders equity 10.5bn$ Jefferies NON CONSOLIDATED VIE Assets (CLOs ABS PE Other) 49bn$ Maximum exposure to loss 10.4bn$ (this is off the books) Feel free to connect the dots and make your own considerations"  
[X Link](https://x.com/DarioCpx/status/1978278684617253188) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:56Z 70.9K followers, 88.2K engagements


"Hearing from local dealers here in HK and Shenzhen they never saw such a big demand for physical silver ever before - just a fyi"  
[X Link](https://x.com/DarioCpx/status/1972505300294078848) [@DarioCpx](/creator/x/DarioCpx) 2025-09-29T03:34Z 70.8K followers, 202.6K engagements


"The $AINTI team just hinted to the community chat about a big announcement coming on Friday - I wonder what other rabbit they call pull out from their hat after they delivered so much already 😅"  
[X Link](https://x.com/DarioCpx/status/1975050990283100511) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T04:10Z 70.7K followers, 11.3K engagements


"#JustDarioDaily ⚠ NO ONE WILL CARE ABOUT A US SHUTDOWN UNLESS IT SPARKS A BANK RUN ⚠ #shutdown 🔗 to article 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1973020808365904194) [@DarioCpx](/creator/x/DarioCpx) 2025-09-30T13:43Z 70.9K followers, 359.3K engagements


"I wonder how many people out there know that every German Bank Insurance and pension fund piled up on German 10Y Bund or longer at zero if not negative sometimes yield for years till 2022 I am not sure it ever happened in history to see an entire country financial system completely insolvent but Germany and Japan are working hard to win that race - with BOJ and ECB credibility living on borrowed times it will be difficult to cover up the extent of this mess for a long time hoping an economic miracle out of nowhere fixes everything"  
[X Link](https://x.com/DarioCpx/status/1897617790816686231) [@DarioCpx](/creator/x/DarioCpx) 2025-03-06T11:58Z 70.9K followers, 35.7K engagements


"BOJ DAILY UPDATE One more relevant market operation from the BOJ today for XXX billion $JPY - The total number of interventions since the 29th of July rises to XX Narrator: The BOJ can hardly take a single day off anymore"  
[X Link](https://x.com/DarioCpx/status/1976202380451643572) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T08:25Z 70.7K followers, 94.8K engagements


"For good record: The massive silver slam has been fully recovered in 36h Spot silver trading back above 53$"  
[X Link](https://x.com/DarioCpx/status/1978608116485759255) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T23:45Z 70.9K followers, 118K engagements


"Banks' reserves now stand at the same levels as when the 2023 US banking crisis started. However X years later there are 1.4$TR of assets MORE in the system signalling that today the system is MORE FRAGILE than it was X years ago (when the FED pulled off the BTFP bailout) ⚠"  
[X Link](https://x.com/DarioCpx/status/1978997551408861616) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T01:32Z 70.9K followers, 42.2K engagements


"In technical analysis this pattern is called large financial institutions being steamrolled by a wave of margin calls on their silver naked shorts"  
[X Link](https://x.com/DarioCpx/status/1976577383978447041) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T09:15Z 70.9K followers, 77.5K engagements


"I won't stop repeating this: all US AI hyperscalers have poor software training and inference methods and poor data which is why they need to use a ton of computing to "brute force" their models and improve them in a very business-unsustainable fashion. Meanwhile China keeps doing what it always does: delivering top-quality products at a tiny fraction of the cost"  
[X Link](https://x.com/DarioCpx/status/1968885857714323921) [@DarioCpx](/creator/x/DarioCpx) 2025-09-19T03:52Z 70.7K followers, 40.2K engagements


"BOJ DAILY UPDATE As you can see the BOJ is doing YCC in the open market now ⚠Remarkable how banks offered X TIMES the amount of JGB than what the BOJ was willing to buy X TRILLION $JPY of liquidity injected today alone Total interventions jumps to XX since 29/07"  
[X Link](https://x.com/DarioCpx/status/1975828564798021918) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T07:40Z 70.7K followers, 52.7K engagements


"Either SoftBank shareholders didnt get the OpenAI / $ARM memo or they just figured that this is Masa son last resort to raise cash and failing to do so will trigger the (long overdue) SoftBank implosion"  
[X Link](https://x.com/DarioCpx/status/1977908112838238404) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:23Z 70.9K followers, 34.1K engagements


"Same $SPY / #GOLD chart not in log scale gives a very good sense of how much real wealth has been destroyed since 2000 - People cheering a stock bubble purely fuelled by monetary inflation are effectively celebrating becoming poorer. Fascinating isn't it"  
[X Link](https://x.com/DarioCpx/status/1977905883624685711) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:14Z 70.9K followers, 21K engagements


"BREAKING: Liquidity borrowed from the FED standing REPO facility increases to 8.35bn$ ⚠ This means yesterday wasnt a one off like before liquidity is quickly drying up in the banking system because of the US shutdown as I predicted"  
[X Link](https://x.com/DarioCpx/status/1978802611785748678) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T12:38Z 70.9K followers, 101.3K engagements


"It will in the future and by that time new jobs will surface to handle AI rest assured. But not today"  
[X Link](https://x.com/DarioCpx/status/1978310064373932267) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T04:00Z 70.9K followers, 11.3K engagements


"Holy crap 😳 this is a huge achievement for the $LUSH team"  
[X Link](https://x.com/DarioCpx/status/1953991937511567831) [@DarioCpx](/creator/x/DarioCpx) 2025-08-09T01:29Z 70.9K followers, 10.6K engagements


"Just woke up and I see the banking cartel entered in survival mode and shorted another gigaton of silver futures to push the price away from the critical level of 50$. However silver spot remains close at 49.25$ Lets see how long the silver slam will last this time 🍿"  
[X Link](https://x.com/DarioCpx/status/1976422036651344043) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T22:58Z 70.9K followers, 76.3K engagements


"Spot silver is already back above 50$ - spreading with futures is now X% this is the threshold when the link between physical and paper breaks. ⚠ Get ready for incredible things to happen all of a sudden especially if requests for physical delivery start climbing fast"  
[X Link](https://x.com/DarioCpx/status/1976547147685429723) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T07:15Z 70.9K followers, 381.5K engagements


"Fun fact: gold isnt even in backwardation yet - if that happens you can kiss goodbye to the real value of the banknotes in your pocket"  
[X Link](https://x.com/DarioCpx/status/1978664035387060374) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:27Z 70.9K followers, 57.9K engagements


"Let me say this again: OpenAI doesnt have the money and cannot raise more equity - the only alternative to keep its Ponzi scheme going is to borrow a biblical amount of cash that DOESNT EVEN EXIST in the financial system"  
[X Link](https://x.com/DarioCpx/status/1978396423214579878) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T09:43Z 70.9K followers, 122.1K engagements


"Jefferies begging its clients not to withdraw their money"  
[X Link](https://x.com/DarioCpx/status/1978808713621189018) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T13:02Z 70.9K followers, 58.8K engagements


"BOJ Daily Update The total number of BOJ interventions has risen to XX since the 29th of July after today's XXX billion $JPY of securities lent to financial institutions in the morning After today I believe there is no doubt left about the BOJ running a covert YCC"  
[X Link](https://x.com/DarioCpx/status/1975499197391773989) [@DarioCpx](/creator/x/DarioCpx) 2025-10-07T09:51Z 70.7K followers, 40.2K engagements


"How many GW does OpenAI need to build for this"  
[X Link](https://x.com/DarioCpx/status/1978247012525994180) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T23:50Z 70.7K followers, 10.5K engagements


"OpenAI just announced it is working with $ARM to design its own chips needless to say $ARM shares skyrocketed. Meanwhile SoftBank that is OpenAI investor and Stargate partner is trying to use $ARM shares as collateral to raise 5bn$ more cash 👇🏻 - what a coincidence"  
[X Link](https://x.com/DarioCpx/status/1977882211668889897) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T23:40Z 70.9K followers, 34.9K engagements


"Glad to see the PR stunt worked as intended"  
[X Link](https://x.com/DarioCpx/status/1978265637622358482) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:04Z 70.7K followers, 13.5K engagements


"Kind reminder: I am often early but rarely wrong. I do a ton of homework every time before writing something since whatever is posted on the internet stays forever"  
[X Link](https://x.com/DarioCpx/status/1977916975285444777) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:58Z 70.8K followers, 25.5K engagements


"SoftBank bought time thanks to incredible accounting shenanigans no one pays attention to. Investors apparently love it and are sending SoftBanks share price to the moon. Apparently all of them forgot what happened roughly XX years ago when Masa Son used the same playbook"  
[X Link](https://x.com/DarioCpx/status/1976149068054442385) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T04:53Z 70.9K followers, 58.9K engagements


"This article from @efc_global tells a lot about the culture at $JEF where bankers arent paid a discretionary bonus but a cut of the revenues. This similar to pre GFC time obviously incentivised excessive risk taking and a push for more and more aggressive (and toxic) deals"  
[X Link](https://x.com/DarioCpx/status/1978762323259998314) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T09:57Z 70.9K followers, 24K engagements


"BOJ UPDATE Please forgive me for not sending this the past X days 🙏 15th Oct: X intervention for 155bn $JPY 16th Oct: X interventions for XXX trillion $JPY The total climbs to XX Notice the BOJ received 2tr $JPY of offers from banks willing to dump $JGB for cash"  
[X Link](https://x.com/DarioCpx/status/1978976132633338250) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:07Z 70.9K followers, 65.7K engagements


"Silver is 5$ away from triggering chaos at the top floors of some prominent banks around the globe (especially in US)"  
[X Link](https://x.com/DarioCpx/status/1971778495484514772) [@DarioCpx](/creator/x/DarioCpx) 2025-09-27T03:26Z 70.9K followers, 727.6K engagements


"From now on Reverse repo should dry towards zero while the liquidity borrowed from the standing repo will start rising As expected FED RRP just dropped like a stone from 49bn$ to 10.1bn$ now that banks window dressing is over ⚠ Only 10bn$ of cash on the sidelines left"  
[X Link](https://x.com/DarioCpx/status/1973536234271285657) [@DarioCpx](/creator/x/DarioCpx) 2025-10-01T23:51Z 70.8K followers, 83.3K engagements


"Ok guys I am going to write about Jefferies since I cannot stop picking up junk - stay tuned"  
[X Link](https://x.com/DarioCpx/status/1978280370048032909) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T02:02Z 70.9K followers, 45.8K engagements


"Once again I gave you the news before MSM could catch up"  
[X Link](https://x.com/DarioCpx/status/1978295785562194411) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T03:04Z 70.9K followers, 30K engagements


"Such a coincidence to see the $JPY quickly hitting XXX as soon as Japan markets closed for the day - The BOJ should consider extending its working hours to keep the lid on it for longer going forward 🙂"  
[X Link](https://x.com/DarioCpx/status/1976203675392672139) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T08:30Z 70.7K followers, 49.8K engagements


"Fun fact: I wrote these words X years ago because already at that time it was crystal clear how the "AI Boom" narrative sponsored by $NVDA was totally fabricated. After X years despite the mounting evidence MSM and prominent "experts" still don't dare to say out loud what's truly going on pretending there is any credibility in things like OpenAI $X Trillion of commitments. "Here is why the narrative fuelling #semiconductor #tech companies #FOMO had little to do with #AI Every time $NVDA chip inventories build up coincidentally a new narrative surfaces and the company can then unload its"  
[X Link](https://x.com/DarioCpx/status/1976103239281217878) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T01:51Z 70.8K followers, 16.7K engagements


"Many insiders saying crypto is currently going through a leverage cleansing with many trading firms significantly scaling back positions especially spot vs perps ones due to a significant increase of margin requirements and many experiencing a recall of liquidity lines"  
[X Link](https://x.com/DarioCpx/status/1978760994282160298) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T09:52Z 70.9K followers, 29.5K engagements


"🚨BREAKING: #EVERGRANDE TRADING SUSPENDED 🚨 Narrator: GAME OVER"  
[X Link](https://x.com/DarioCpx/status/1751792568315379874) [@DarioCpx](/creator/x/DarioCpx) 2024-01-29T02:21Z 70.9K followers, 354K engagements


"Math is so overrated nowadays dont bother looking at the numbers all it matters is the feeling they carry 😊"  
[X Link](https://x.com/DarioCpx/status/1978376920594067524) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T08:26Z 70.9K followers, 23.2K engagements


"25bn$ market cap company without a single penny of revenues - not surprising the HQ looks like the front of a money laundering operation"  
[X Link](https://x.com/DarioCpx/status/1978664487763742967) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:29Z 70.9K followers, 97.4K engagements


"Spot silver just broke 52$ Narrator: banks are seeing the white in the silver steamroller eyes now"  
[X Link](https://x.com/DarioCpx/status/1977749869231001916) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T14:54Z 70.9K followers, 46K engagements


"In the IB industry everyone knew about Jefferies sketchy dealings yet the bank kept reaping fat fees (paying large cash only bonuses) for years and it was almost the envy of bulge bracket bank professionals at some point - Funny the spotlight is always pointed to these actors only when things ultimately implode rather than ahead of time warning people instead 🙄"  
[X Link](https://x.com/DarioCpx/status/1976293348211126476) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T14:27Z 70.9K followers, 146.4K engagements


"Stocks jumping so much while yields rise is a big warning about future inflation - once yields will hinder the move and investors start selling the cash will then flood the real economy undermining $JPY stability and soundness even more"  
[X Link](https://x.com/DarioCpx/status/1975047485451280459) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T03:56Z 70.7K followers, 34.4K engagements


"There is a ton of wisdom in this meme and gives an idea of how deeply broken and disconnected from reality todays markets are because of brainless passive investing"  
[X Link](https://x.com/DarioCpx/status/1976474121337974990) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T02:25Z 70.9K followers, 39.1K engagements


"The perfect storm I warned about in this podcast X months ago silver + LBMA crisis + Systemic financial risk is now very close to hit the markets shores"  
[X Link](https://x.com/DarioCpx/status/1976436147313312124) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T23:54Z 70.7K followers, 30.3K engagements


"BREAKING: Well surely #SoftBank needs liquidity 🚨 A big chunk of #SoftBank debts matures TODAY ⚠ Days ago we all missed it #SoftBank announced its 59th (not a typo) Unsecured Bond for 550bn $JPY targeting retails (oh dear) The best parts 🚩AOZORA BANK IS THE TRUSTEE Yes the same bank in troubles with #US #CRE ⚠ 🚩#SoftBank announced their reserves temporarily decreased due to upcoming maturing debt"  
[X Link](https://x.com/DarioCpx/status/1766023556306173964) [@DarioCpx](/creator/x/DarioCpx) 2024-03-08T08:50Z 70.8K followers, 142.6K engagements