[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DerivativesDon Derivatives Don Derivatives Don posts on X about money, liquidity, crypto, if you the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1826942278188818432/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +53% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +426% ### Mentions: XX [#](/creator/twitter::1826942278188818432/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +8.10% - X Year XXXXX +133% ### Followers: XXXXXX [#](/creator/twitter::1826942278188818432/followers)  - X Week XXXXXX -XXXX% - X Month XXXXXX +1.20% - X Months XXXXXX +14% - X Year XXXXXX +342% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1826942278188818432/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [nfl](/list/nfl) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [money](/topic/money) 9.43%, [liquidity](/topic/liquidity) 5.66%, [crypto](/topic/crypto) 5.66%, [if you](/topic/if-you) 3.77%, [investment](/topic/investment) 1.89%, [asset allocation](/topic/asset-allocation) 1.89%, [science](/topic/science) 1.89%, [rates](/topic/rates) 1.89%, [business](/topic/business) 1.89%, [macro](/topic/macro) XXXX% **Top accounts mentioned or mentioned by** [@txmctrades](/creator/undefined) [@aahanprometheus](/creator/undefined) [@theflowhorse](/creator/undefined) [@markdow](/creator/undefined) [@dampedspring](/creator/undefined) [@zadditude](/creator/undefined) [@bankunlimited](/creator/undefined) [@somerealthought](/creator/undefined) [@toiletkingcap](/creator/undefined) [@timmerfidelity](/creator/undefined) [@yaacov](/creator/undefined) [@onodacapital](/creator/undefined) [@linglingfool](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@aureliusltd28](/creator/undefined) [@vikings](/creator/undefined) [@lukegromen](/creator/undefined) [@iamarcivanov](/creator/undefined) [@bradsetser](/creator/undefined) [@halobrief](/creator/undefined) **Top assets mentioned** [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last XX hours "@AahanPrometheus No. Passive investment helps describe why prices are generally what they are. It is a source of demand that means the price will be higher than it otherwise would be but who am I to tell them its wrong for them to hold that asset allocation - discount rates are not a science" [X Link](https://x.com/DerivativesDon/status/1997783725199790391) 2025-12-07T21:42Z 13.2K followers, XXX engagements "Fist pounding table very hard Process Start out with macro Use Daily and X Hour to determine tone Operate against 30/60 minute charts with strength of tone in mind. Never trade against macro Never trade against charts When they both line up - make your living" [X Link](https://x.com/DerivativesDon/status/1833902315733930029) 2024-09-11T16:15Z 13.2K followers, 155.8K engagements "What if someone told you SOFR finally came down because someone actually de-levered Does a lower rate really imply more liquidity Wasnt the rate higher because there was more demand for liquidity than could be provided closer to the policy rate Has the rate dropped because there is more supply for liquidity or less demand" [X Link](https://x.com/DerivativesDon/status/1987598689833992451) 2025-11-09T19:10Z 13.2K followers, 25K engagements "This is my CMT Never blindly follow squiggly lines Trendlines require X points (you can draw an infinite amount of two point lines none of which are a trend) I am always skeptical when I see a line and dont see at least points" [X Link](https://x.com/DerivativesDon/status/1991516570858975616) 2025-11-20T14:38Z 13.2K followers, 4487 engagements "Kool Aid Periodic Table X is the best - although I guess it is true because the story seems ever changing X must have been from the lawyers" [X Link](https://x.com/DerivativesDon/status/1994949070595747978) 2025-11-30T01:58Z 13.2K followers, 13.6K engagements "900 THOUSAND combined worshippers to this post Someone help them please" [X Link](https://x.com/DerivativesDon/status/1995681667009446248) 2025-12-02T02:29Z 13.2K followers, 2957 engagements "435k followers Should have done crypto instead of repo Imagine what you could have posted every other Wednesday during scarce reserve system" [X Link](https://x.com/DerivativesDon/status/1996035641814200505) 2025-12-03T01:55Z 13.2K followers, 8470 engagements "@Brad_Setser @halobrief Hedge funds have simply split the risk of a US Treasury into two components 1) Liquidity Risk 2) Market Risk Hedge funds own X real money owns X via being long the market risk hedge for hedge funds the futures contract 2020 was a run on liquidity (dash for cash)" [X Link](https://x.com/DerivativesDon/status/1996211062811865485) 2025-12-03T13:32Z 13.2K followers, XXX engagements "Should not come as too much of a surprise that we could be near ATHs as the economy begins to inflect The cause of the inflection Too high prices finally cutting into Aggregate Demand Cause of ATH market - increase in price level of everything (including financial assets) just before it finally appears to be cutting into Aggregate Demand Reminder - there is no such thing as a soft landing just cans that may be kicked down the road Watch the cans for what happens next" [X Link](https://x.com/DerivativesDon/status/1996238764700582220) 2025-12-03T15:23Z 13.2K followers, 13.7K engagements "@mark_dow The size of the Feds balance sheet when at the cliff edge of ample reserves reflects that demand for Till Money. The duration of the balance sheet affects broader asset pricing and as a result economic activity (private sector cost of capital)" [X Link](https://x.com/DerivativesDon/status/1996239973373153637) 2025-12-03T15:27Z 13.2K followers, 2672 engagements "Will gladly disagree Products have innovated Largest risk taker likely retail via yen funded/dollar payout products. No different than how purely US based annuity product has evolved. Retail owns the risk not the product sponsor. Surrender charges are a huge barrier to exit The trade may have never been more resilient" [X Link](https://x.com/DerivativesDon/status/1996398022981296212) 2025-12-04T01:55Z 13.2K followers, XXX engagements "Dallas Cowboys kicker Aubrey unbelievable XX year old 3rd year player CAPTAIN They usually dont even let the kicker go to the club with them Think Quant on a trade desk" [X Link](https://x.com/DerivativesDon/status/1996754804966891713) 2025-12-05T01:33Z 13.2K followers, 2657 engagements "@TXMCtrades So many low rate mortgages a huge contributor to the very un-virtuous set up. X handle and below mortgages means very little convexity receiving with the mortgage rate above 5%. As a result economy has to get even. worse than in prior episodes" [X Link](https://x.com/DerivativesDon/status/1996949902237065406) 2025-12-05T14:28Z 13.2K followers, XXX engagements "What is theft" [X Link](https://x.com/DerivativesDon/status/1997035985885110463) 2025-12-05T20:10Z 13.2K followers, 12.3K engagements "This is so under appreciated if not complately oblivious to people You cant win At best I hope you are having fun Really" [X Link](https://x.com/DerivativesDon/status/1997103610048483822) 2025-12-06T00:39Z 13.2K followers, 7027 engagements "I think the real value is peer to peer market This is 💯 on point - unbundled credit card no need to buy the guarantee insurance or multiple percent upfront taken from merchants rebated in rewards. Has to be a better way than being exposed to the price risk (volatility)" [X Link](https://x.com/DerivativesDon/status/1997316326843392048) 2025-12-06T14:44Z 13.2K followers, 3101 engagements "@BankUnlimited @flowinprose634 @mark_dow Many market players have a very different timeframe than Treasury (and The Fed). And it has many close substitutes so it only operates as a monopoly within a particular band - outside of that people use substitutes no" [X Link](https://x.com/DerivativesDon/status/1998453803041927247) 2025-12-09T18:04Z 13.2K followers, XX engagements "@somerealthought @fejau_inc @benwfreeman1 @Domahhhh I just came up with an even more risk less trade higher return Taking the other side of that guys trades 😎 When the price to buy something seems to good its usually because you dont realize what part of the distribution you SOLD - DD" [X Link](https://x.com/DerivativesDon/status/1998484488658334020) 2025-12-09T20:06Z 13.2K followers, XX engagements "@AahanPrometheus If you must do it by giving your money to an asset manager But not so you can beat the market (because they will naturally arb you on the fees). Do it so you can either find your core competency in life or just touch grass You WILL NOT beat the pros. Yes you may get lucky" [X Link](https://x.com/DerivativesDon/status/1997104430798217431) 2025-12-06T00:42Z 13.2K followers, 4443 engagements "@TheFlowHorse I think you should call a bank and get a one touch price if you want a clearer picture There is likely more than USD 2.5mm at risk in capital markets (although maybe not for $BTC)" [X Link](https://x.com/DerivativesDon/status/1998560164614647954) 2025-12-10T01:07Z 13.2K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DerivativesDon Derivatives Don
Derivatives Don posts on X about money, liquidity, crypto, if you the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +53%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +426%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +8.10%
- X Year XXXXX +133%
Followers: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX +1.20%
- X Months XXXXXX +14%
- X Year XXXXXX +342%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXX% stocks XXXX% technology brands XXXX% nfl XXXX% currencies XXXX%
Social topic influence money 9.43%, liquidity 5.66%, crypto 5.66%, if you 3.77%, investment 1.89%, asset allocation 1.89%, science 1.89%, rates 1.89%, business 1.89%, macro XXXX%
Top accounts mentioned or mentioned by @txmctrades @aahanprometheus @theflowhorse @markdow @dampedspring @zadditude @bankunlimited @somerealthought @toiletkingcap @timmerfidelity @yaacov @onodacapital @linglingfool @sixsigmacapital @aureliusltd28 @vikings @lukegromen @iamarcivanov @bradsetser @halobrief
Top assets mentioned Metadium (META) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last XX hours
"@AahanPrometheus No. Passive investment helps describe why prices are generally what they are. It is a source of demand that means the price will be higher than it otherwise would be but who am I to tell them its wrong for them to hold that asset allocation - discount rates are not a science"
X Link 2025-12-07T21:42Z 13.2K followers, XXX engagements
"Fist pounding table very hard Process Start out with macro Use Daily and X Hour to determine tone Operate against 30/60 minute charts with strength of tone in mind. Never trade against macro Never trade against charts When they both line up - make your living"
X Link 2024-09-11T16:15Z 13.2K followers, 155.8K engagements
"What if someone told you SOFR finally came down because someone actually de-levered Does a lower rate really imply more liquidity Wasnt the rate higher because there was more demand for liquidity than could be provided closer to the policy rate Has the rate dropped because there is more supply for liquidity or less demand"
X Link 2025-11-09T19:10Z 13.2K followers, 25K engagements
"This is my CMT Never blindly follow squiggly lines Trendlines require X points (you can draw an infinite amount of two point lines none of which are a trend) I am always skeptical when I see a line and dont see at least points"
X Link 2025-11-20T14:38Z 13.2K followers, 4487 engagements
"Kool Aid Periodic Table X is the best - although I guess it is true because the story seems ever changing X must have been from the lawyers"
X Link 2025-11-30T01:58Z 13.2K followers, 13.6K engagements
"900 THOUSAND combined worshippers to this post Someone help them please"
X Link 2025-12-02T02:29Z 13.2K followers, 2957 engagements
"435k followers Should have done crypto instead of repo Imagine what you could have posted every other Wednesday during scarce reserve system"
X Link 2025-12-03T01:55Z 13.2K followers, 8470 engagements
"@Brad_Setser @halobrief Hedge funds have simply split the risk of a US Treasury into two components 1) Liquidity Risk 2) Market Risk Hedge funds own X real money owns X via being long the market risk hedge for hedge funds the futures contract 2020 was a run on liquidity (dash for cash)"
X Link 2025-12-03T13:32Z 13.2K followers, XXX engagements
"Should not come as too much of a surprise that we could be near ATHs as the economy begins to inflect The cause of the inflection Too high prices finally cutting into Aggregate Demand Cause of ATH market - increase in price level of everything (including financial assets) just before it finally appears to be cutting into Aggregate Demand Reminder - there is no such thing as a soft landing just cans that may be kicked down the road Watch the cans for what happens next"
X Link 2025-12-03T15:23Z 13.2K followers, 13.7K engagements
"@mark_dow The size of the Feds balance sheet when at the cliff edge of ample reserves reflects that demand for Till Money. The duration of the balance sheet affects broader asset pricing and as a result economic activity (private sector cost of capital)"
X Link 2025-12-03T15:27Z 13.2K followers, 2672 engagements
"Will gladly disagree Products have innovated Largest risk taker likely retail via yen funded/dollar payout products. No different than how purely US based annuity product has evolved. Retail owns the risk not the product sponsor. Surrender charges are a huge barrier to exit The trade may have never been more resilient"
X Link 2025-12-04T01:55Z 13.2K followers, XXX engagements
"Dallas Cowboys kicker Aubrey unbelievable XX year old 3rd year player CAPTAIN They usually dont even let the kicker go to the club with them Think Quant on a trade desk"
X Link 2025-12-05T01:33Z 13.2K followers, 2657 engagements
"@TXMCtrades So many low rate mortgages a huge contributor to the very un-virtuous set up. X handle and below mortgages means very little convexity receiving with the mortgage rate above 5%. As a result economy has to get even. worse than in prior episodes"
X Link 2025-12-05T14:28Z 13.2K followers, XXX engagements
"What is theft"
X Link 2025-12-05T20:10Z 13.2K followers, 12.3K engagements
"This is so under appreciated if not complately oblivious to people You cant win At best I hope you are having fun Really"
X Link 2025-12-06T00:39Z 13.2K followers, 7027 engagements
"I think the real value is peer to peer market This is 💯 on point - unbundled credit card no need to buy the guarantee insurance or multiple percent upfront taken from merchants rebated in rewards. Has to be a better way than being exposed to the price risk (volatility)"
X Link 2025-12-06T14:44Z 13.2K followers, 3101 engagements
"@BankUnlimited @flowinprose634 @mark_dow Many market players have a very different timeframe than Treasury (and The Fed). And it has many close substitutes so it only operates as a monopoly within a particular band - outside of that people use substitutes no"
X Link 2025-12-09T18:04Z 13.2K followers, XX engagements
"@somerealthought @fejau_inc @benwfreeman1 @Domahhhh I just came up with an even more risk less trade higher return Taking the other side of that guys trades 😎 When the price to buy something seems to good its usually because you dont realize what part of the distribution you SOLD - DD"
X Link 2025-12-09T20:06Z 13.2K followers, XX engagements
"@AahanPrometheus If you must do it by giving your money to an asset manager But not so you can beat the market (because they will naturally arb you on the fees). Do it so you can either find your core competency in life or just touch grass You WILL NOT beat the pros. Yes you may get lucky"
X Link 2025-12-06T00:42Z 13.2K followers, 4443 engagements
"@TheFlowHorse I think you should call a bank and get a one touch price if you want a clearer picture There is likely more than USD 2.5mm at risk in capital markets (although maybe not for $BTC)"
X Link 2025-12-10T01:07Z 13.2K followers, XXX engagements