[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.] #  @FroehlichThors1 Thorsten Froehlich Thorsten Froehlich posts on X about $sbet, ethereum, $eth, crypto the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1527628271759806464/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +15% - X Months XXXXXXX +768,482% ### Mentions: XX [#](/creator/twitter::1527628271759806464/posts_active)  - X Week XX -XX% - X Month XXX +45% - X Months XXX +28,100% ### Followers: XXXXX [#](/creator/twitter::1527628271759806464/followers)  - X Week XXXXX +9.60% - X Month XXXXX +63% - X Months XXXXX +9,000% ### CreatorRank: XXXXXXX [#](/creator/twitter::1527628271759806464/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$sbet](/topic/$sbet) #18, [ethereum](/topic/ethereum) #1681, [$eth](/topic/$eth) #626, [crypto](/topic/crypto) 5.71%, [$wif](/topic/$wif) 4.29%, [$bmnr](/topic/$bmnr) #74, [$tlt](/topic/$tlt) 2.86%, [federal reserve](/topic/federal-reserve) #533, [balance sheet](/topic/balance-sheet) 2.86%, [$dxy](/topic/$dxy) XXXX% **Top accounts mentioned or mentioned by** [@davehcontrarian](/creator/undefined) [@henrikzeberg](/creator/undefined) [@pwebborn](/creator/undefined) [@iamreitman](/creator/undefined) [@mikealfred](/creator/undefined) [@henrikzebergs](/creator/undefined) [@aedifex23](/creator/undefined) [@vlr146](/creator/undefined) [@giovannicernog1](/creator/undefined) [@quantumascend](/creator/undefined) [@federalreserve](/creator/undefined) [@fundstrat](/creator/undefined) [@elliotrades](/creator/undefined) [@isabellaagnella](/creator/undefined) [@cryptowizardd](/creator/undefined) [@greatmartis](/creator/undefined) [@crossbordercap](/creator/undefined) [@afmblog](/creator/undefined) [@fibonaccita](/creator/undefined) [@coinbureau](/creator/undefined) **Top assets mentioned** [SBET (SBET)](/topic/$sbet) [Ethereum (ETH)](/topic/ethereum) [dogwifhat (WIF)](/topic/$wif) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Barrick Gold Corp. (GOLD)](/topic/$gold) [BlackRock Inc (BLK)](/topic/blackrock) [Bitcoin (BTC)](/topic/$btc) [SPX6900 (SPX)](/topic/$spx) [Crash (CRASH)](/topic/$crash) [Morgan Stanley (MS)](/topic/morgan-stanley) [Tesla, Inc. (TSLA)](/topic/tesla) [iShares BTC Trust (IBIT)](/topic/$ibit) [ETHA Lend (ETHA)](/topic/$etha) [Tether (USDT)](/topic/$usdt) [Dai (DAI)](/topic/$dai) [Ethena USDe (USDE)](/topic/$usde) [USDC (USDC)](/topic/$usdc) [Mario Coin (COIN)](/topic/$coin) [AltSeason Coin (ALTSEASON)](/topic/$altseason) ### Top Social Posts Top posts by engagements in the last XX hours "$WIF depends on $ETH - #Ethereum is the ultimate engine for #Altseason. And ETH requires $BTC to slowly creep up providing the petrol" [X Link](https://x.com/FroehlichThors1/status/1996540572186837042) 2025-12-04T11:22Z 1376 followers, 1464 engagements "$TLT versus $SPX Up until just before Liberation Day investors seemed largely indifferent between long-dated government #bonds and #equities. This equilibrium shifted in early May when market participants rotated back into higher-risk assets widening the divergence between bonds and equities. Following the #Feds initial rate cuts bonds saw modest gains; however they still trade at relatively attractive levels compared with equities" [X Link](https://x.com/FroehlichThors1/status/1998020508747514166) 2025-12-08T13:23Z 1376 followers, XXX engagements "Quantitative Tightening (QT) is ending on X December 2025 what does this mean Following the outbreak of COVID-19 in March 2020 the Federal Reserve expanded its balance sheet dramatically increasing it from roughly $XXX trillion to about $XXX trillion by April 2022. After this unprecedented expansion the Fed halted its quantitative easing (QE) program and began to shrink its balance sheet reducing it to approximately $XXX trillion by XX November 2025. So what does it actually mean for QT to end Under a standard tightening regime the Fed allows its holdings of U.S. Treasuries (around $4.2" [X Link](https://x.com/FroehlichThors1/status/1994773010952196391) 2025-11-29T14:18Z 1376 followers, 54.4K engagements "Lower $DXY = risk own / Rising DXY - risk off for #crpyto Arguments which may support a falling DXY over the coming weeks: (1) BOJ strengthening $JPY / hiking rates Dec XX (2) FED ending QT / potential cutting rates in Dec 25" [X Link](https://x.com/FroehlichThors1/status/1995437898599186591) 2025-12-01T10:20Z 1368 followers, XXX engagements "$SBET is biding its time patiently waiting for $ETH. Setting aside @HenrikZebergs Elliott Wave analysiswhich Ill refrain from weighing in on neither qualitatively nor quantitativelythe real drama lies elsewhere. The spotlight falls on the short interest reported on November XX and the steadily declining volume since then. Assuming for arguments sake that the short interest hasnt shifted (though thats unlikely) yesterdays volume implies it would take roughly XXXX trading days to cover the shortsa scenario that makes a short squeeze a very real possibility. Source:" [X Link](https://x.com/FroehlichThors1/status/1996600343438794924) 2025-12-04T15:19Z 1376 followers, 9862 engagements "@quantum_ascend $CRASH" [X Link](https://x.com/FroehlichThors1/status/1997019215250051554) 2025-12-05T19:04Z 1368 followers, XXX engagements "Whilst $GOLD is wheezing its way back toward its October high of $4381 like a middle-aged jogger on the final hill $SILVER is out here casually setting new all-time highs on what feels like a near-daily basisclearly the overachiever of the metals family. Meanwhile #bond yields are perking up and the doomsday prophets are once again waving their cardboard signs predicting the fall of the $USD the collapse of civilization and hyperinflation turning our morning coffee into a luxury item. But in all this noise people seem to forget what happens when the stock-market bubble finally gives up the" [X Link](https://x.com/FroehlichThors1/status/1997056730983756273) 2025-12-05T21:33Z 1376 followers, XXX engagements "@DaveHcontrarian Good Monring David is that potentially altering / impacting your forecast re the "deflationary bust" The industrial demand (e.g. data centers) is pushing up the prices for consumers or do you anticipate they will be cutting elsewhere to compensate which may worsen the downturn" [X Link](https://x.com/FroehlichThors1/status/1998001950562927053) 2025-12-08T12:09Z 1376 followers, 3263 engagements "The real driver one could spot already days ago - rates are up equities are up - this is primarily driven by an early rotation into higher risk assets (not inflation fear). Just zoom out. Whenever TLT and SPX decouples crypto follows. The market is just waiting for JPs comments to confirm. Rates will eventually start to come in again (followed by another small spike)" [X Link](https://x.com/FroehlichThors1/status/1998155399112032356) 2025-12-08T22:19Z 1376 followers, 1012 engagements "The upcoming (expected) rate cut by the @federalreserve will primarily be responsible for the sentiment - as rate cuts take time work their way through the system. More importantly one needs to watch how the FED intends purchase bills and bonds along the curve when principal payments are due coming back - as per my post a few days ago watch the H.4.1. Reporting. 👇" [X Link](https://x.com/FroehlichThors1/status/1998170420466348347) 2025-12-08T23:18Z 1376 followers, XXX engagements "$SBET / $BMNR versus $ETH Over the past nine days SBET and BMNR have been leaving #Ethereum in the rear mirror not because theyve suddenly discovered hidden superpowers but largely because their mNAVs have fallen off a cliff compared to previous months. Both stocks began lagging ETH back in August and have been squeezed ever since (with a few expectional days) with the XX Oct 2025 liquidation events giving that underperformance an extra twist of the knife. As the chart on the right helpfully illustrates the PIPE share release has added its own flavor to the price action. At the end of the day" [X Link](https://x.com/FroehlichThors1/status/1994694541945757772) 2025-11-29T09:06Z 1376 followers, 20.5K engagements "Tom Lee @fundstrat gave the short sellers a jump scare 😄. While he was busy pitching his bullish sermon on #Ethereum out in Dubai it looks like $BMNR and $SBET used the brief short-wick intermission to start scrambling for cover. Both names ended up flexing some serious outperformance against $ETH" [X Link](https://x.com/FroehlichThors1/status/1996681898274271535) 2025-12-04T20:43Z 1376 followers, 4189 engagements "$TESLA Robots Are the New Thing Morgan Stanley just put a bigger price tag on Teslas humanoid robot dreams ($60) than on its actual cars ($55). Yes the research team thinks the future is worth more than the thing currently parked in your garage. At this rate it wont be long before you can pick up an Elon-Musk-ish housebot to do the dishes fold the laundry and maybe even explain Dogecoin $DOGE. What a time to be alive.🤖" [X Link](https://x.com/FroehlichThors1/status/1998075874638233837) 2025-12-08T17:03Z 1376 followers, 15K engagements "Fact check: $IBIT and $ETHA (Blackrock #ETFS) As per X Dec 2025 #Ethereum and #Bitcoin spot buyers have not returned to Blackrock" [X Link](https://x.com/FroehlichThors1/status/1998294162744177058) 2025-12-09T07:30Z 1376 followers, XXX engagements "#Stablecoins - the noise about new coins being minted is just noise. Someone swapped one for another or changed platform. Who are the most popular (1M period): $USD1W - $XXX - 2.7B $USDT - $183-186B $USDe - $XXX - 6.65B $USDC - $XX - 78B $DAI - Unchanged at $5B" [X Link](https://x.com/FroehlichThors1/status/1998305539579945048) 2025-12-09T08:15Z 1376 followers, XXX engagements "@DaveHcontrarian @aedifex23 Thank you David which ones are you watching the most: Credit cards consumer or mortgages (for comsumers)" [X Link](https://x.com/FroehlichThors1/status/1998064631500386320) 2025-12-08T16:18Z 1376 followers, 1929 engagements "#Ponzi But Make It European Retirees across the continent are quietly depending on tomorrows GDP like its a trust fund with no expiration date. The catch Future generations are expected to fork over nearly XX% of all economic output just to keep todays pension promises afloat. Thats not a social contract thats an invoice slapped on people who havent even finished university. Weve hit a hard ceiling on wealth creation but the bill keeps rising. If this were a financial product the regulators wouldve shut it down decades ago" [X Link](https://x.com/FroehlichThors1/status/1998338692457415074) 2025-12-09T10:27Z 1376 followers, XXX engagements "$SBET - only a question of (very little) time 👇🚀" [X Link](https://x.com/FroehlichThors1/status/1989689797355434209) 2025-11-15T13:39Z 1300 followers, 5483 engagements "$COIN $Altseason - If the market wakes up $COIN will thrive. It has underperformed $TOTAL over the last X month. We should expect a significant bounce unless #crypto falters. 3M versus 1M:" [X Link](https://x.com/FroehlichThors1/status/1991142634790744517) 2025-11-19T13:52Z 1338 followers, XXX engagements "A meme coin setting the benchmark - that's quite something isn't it Apart from a cute dog $WIF a hat it carries NIL intrinsic value - absolutely nothing" [X Link](https://x.com/FroehlichThors1/status/1991985243147174290) 2025-11-21T21:41Z 1310 followers, XXX engagements "@elliotrades You crypto dudes have to learn to kiss good-bye your cycle. Wall Street changed everything - now it is macro driven asset" [X Link](https://x.com/FroehlichThors1/status/1993042689076740196) 2025-11-24T19:43Z 1338 followers, 3713 engagements "Whoever believes that the market is loosing faith in #US government bonds (or the $USD) just has to look at the 10Y yield (US10Y) - it dropped a staggering XXXX% YTD. #Bonds are not dead quite the opposite" [X Link](https://x.com/FroehlichThors1/status/1993287902873502006) 2025-11-25T11:57Z 1308 followers, XXX engagements "While the $DXY may drift lower in the coming weeks (at least from a non-USD residents perch of interest when looking at bonds) U.S. Treasuries are looking increasingly irresistible heading into 1H 2026. I topped up my $TLT positions in late September and plan to keep addinginsurance for the inevitably rainier days ahead. And yes despite Washingtons enthusiasm for nurturing a $30-trillion-plus debt balloon the U.S. dollar remains the undisputed monarch of the monetary realm. Love it or loathe it fiat isnt fading into oblivion anytime soon and $USD the king will thrive once #equities and" [X Link](https://x.com/FroehlichThors1/status/1993798090554323276) 2025-11-26T21:44Z 1299 followers, 4366 engagements "THE CANARY IN THE COAL MINE Private Debt Private debt may be quietly whistling a warning tune. Since the start of the year every publicly listed private-equity titan with meaningful exposure to private credit has been drifting south a slow steady slide that feels less like market noise and more like a canary clearing its throat (2007 memories). The usual heavyweights tell the story (they are believed to manage several hundred billion USD in private debt). Blackstone Apollo TPG Carlyle Ares When this entire constellation dims at once its rarely by coincidence" [X Link](https://x.com/FroehlichThors1/status/1994395841319014565) 2025-11-28T13:19Z 1337 followers, XXX engagements "DATs introduce a unique dynamic thats worth factoring into the conversation and Id genuinely welcome any thoughts on this. For the record Im long $SBET I want to see the company succeed and I remain bullish. Pauls EW counts which Im certainly not qualified to challenge may very well be accurate. That said $SBET much like $BMNR and others transitioned into a DAT company in early summer and that pivot fundamentally reshaped its corporate finance structure. Because of that shift OTC investors (Thiel Woods & friends) were able to buy shares at par before the pivot was formally announced. The" [X Link](https://x.com/FroehlichThors1/status/1994509188093874327) 2025-11-28T20:50Z 1307 followers, 3680 engagements "#CRE - Commercial Real Estate Loans 🚨 Lenders keep kicking the can down the street on CRE loans As of June XX U.S. banks reported a staggering XX% jump in the total value of commercial real estate (CRE) loan modifications over the past year. In other words lenders are increasingly playing the role of eternal optimistsrestructuring loans because borrowers it seems are chronically unable to keep pace with their originally scheduled payments" [X Link](https://x.com/FroehlichThors1/status/1995084924475289708) 2025-11-30T10:58Z 1358 followers, XXX engagements "@VLR146 @HenrikZeberg They re-invest the principal money returning from maturing MBS into buying US Treasury Bonds. It will lower rates and stop the liquidity drain = stabilisation of liquidity" [X Link](https://x.com/FroehlichThors1/status/1995106465854435489) 2025-11-30T12:23Z 1298 followers, XXX engagements "From April to September 2025 Chinas strategic reserve reallocationreduced Treasury exposure paired with massive #gold accumulationwas a central driver of the gold rally. The late-September stabilization in the Treasury market aligned precisely with golds surge to its local peak underscoring how closely Chinas actions influenced global asset prices during this window" [X Link](https://x.com/FroehlichThors1/status/1995187160912109703) 2025-11-30T17:44Z 1300 followers, XXX engagements "@PWebborn Paul what is that wick - did you also see that on $WIF" [X Link](https://x.com/FroehlichThors1/status/1996678687710978270) 2025-12-04T20:31Z 1300 followers, XXX engagements "#FED - Chips off the table (QT) Ever since the great #crypto unwind of XX Oct 2025 the Fed has quietly put its balance sheet on a diet trimming $40B in Treasuries and MBS. Thats liquidity that didnt just step out for a smoke break its gone for good" [X Link](https://x.com/FroehlichThors1/status/1996967623318192630) 2025-12-05T15:39Z 1321 followers, 1006 engagements "There is considerable debate surrounding $GOLD at the moment. The influence of the Peoples Bank of China (PBoC)which has markedly expanded its gold reserves in part by reducing its holdings of U.S. Treasuriesshould not be underestimated. This strategic shift has introduced a powerful new dynamic into the market. A noteworthy pattern emerges when looking back at recent years: during the equity market correction in 2022 gold moved largely in tandem with the S&P XXX. It wasnt until late-2024 that the two began to diverge coinciding with the PBoCs accelerated pace of gold accumulation. This" [X Link](https://x.com/FroehlichThors1/status/1997641506631319706) 2025-12-07T12:17Z 1352 followers, XXX engagements "@IamReitman Electricity "only makes" up less than X% of the CPI basket hence the impact on inflation is less severe - but consumer confidence is impacted - because you and everyone else sees it month over months - comsumption will be dented" [X Link](https://x.com/FroehlichThors1/status/1998002706070302869) 2025-12-08T12:12Z 1299 followers, XX engagements "#Delinquencies in the #USA (YoY). #Consumers (down 0.37%) are doing better than #corporate America (up 12.71%). Consumer 10Y CAGR: XXXX% Business 10Y CAGR: XXXX% (currently 3x higher) There is your answer for the #unemployment rate trending upwards and consumer sentiment downwards. Businesses are letting people go - the labour market is weakening" [X Link](https://x.com/FroehlichThors1/status/1998071777092637100) 2025-12-08T16:46Z 1365 followers, XXX engagements "@IamReitman Blackrock ist just an asset manager - like all the others" [X Link](https://x.com/FroehlichThors1/status/1998349828762345680) 2025-12-09T11:11Z 1354 followers, XX 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.]
@FroehlichThors1 Thorsten Froehlich
Thorsten Froehlich posts on X about $sbet, ethereum, $eth, crypto the most. They currently have XXXXX 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 +15%
- X Months XXXXXXX +768,482%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +45%
- X Months XXX +28,100%
Followers: XXXXX #
- X Week XXXXX +9.60%
- X Month XXXXX +63%
- X Months XXXXX +9,000%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXXX% countries XXXX% currencies XXXX% travel destinations XXXX% automotive brands XXXX% exchanges XXXX% technology brands XXXX%
Social topic influence $sbet #18, ethereum #1681, $eth #626, crypto 5.71%, $wif 4.29%, $bmnr #74, $tlt 2.86%, federal reserve #533, balance sheet 2.86%, $dxy XXXX%
Top accounts mentioned or mentioned by @davehcontrarian @henrikzeberg @pwebborn @iamreitman @mikealfred @henrikzebergs @aedifex23 @vlr146 @giovannicernog1 @quantumascend @federalreserve @fundstrat @elliotrades @isabellaagnella @cryptowizardd @greatmartis @crossbordercap @afmblog @fibonaccita @coinbureau
Top assets mentioned SBET (SBET) Ethereum (ETH) dogwifhat (WIF) BITMINE IMMERSION TECH (BMNR) Barrick Gold Corp. (GOLD) BlackRock Inc (BLK) Bitcoin (BTC) SPX6900 (SPX) Crash (CRASH) Morgan Stanley (MS) Tesla, Inc. (TSLA) iShares BTC Trust (IBIT) ETHA Lend (ETHA) Tether (USDT) Dai (DAI) Ethena USDe (USDE) USDC (USDC) Mario Coin (COIN) AltSeason Coin (ALTSEASON)
Top Social Posts
Top posts by engagements in the last XX hours
"$WIF depends on $ETH - #Ethereum is the ultimate engine for #Altseason. And ETH requires $BTC to slowly creep up providing the petrol"
X Link 2025-12-04T11:22Z 1376 followers, 1464 engagements
"$TLT versus $SPX Up until just before Liberation Day investors seemed largely indifferent between long-dated government #bonds and #equities. This equilibrium shifted in early May when market participants rotated back into higher-risk assets widening the divergence between bonds and equities. Following the #Feds initial rate cuts bonds saw modest gains; however they still trade at relatively attractive levels compared with equities"
X Link 2025-12-08T13:23Z 1376 followers, XXX engagements
"Quantitative Tightening (QT) is ending on X December 2025 what does this mean Following the outbreak of COVID-19 in March 2020 the Federal Reserve expanded its balance sheet dramatically increasing it from roughly $XXX trillion to about $XXX trillion by April 2022. After this unprecedented expansion the Fed halted its quantitative easing (QE) program and began to shrink its balance sheet reducing it to approximately $XXX trillion by XX November 2025. So what does it actually mean for QT to end Under a standard tightening regime the Fed allows its holdings of U.S. Treasuries (around $4.2"
X Link 2025-11-29T14:18Z 1376 followers, 54.4K engagements
"Lower $DXY = risk own / Rising DXY - risk off for #crpyto Arguments which may support a falling DXY over the coming weeks: (1) BOJ strengthening $JPY / hiking rates Dec XX (2) FED ending QT / potential cutting rates in Dec 25"
X Link 2025-12-01T10:20Z 1368 followers, XXX engagements
"$SBET is biding its time patiently waiting for $ETH. Setting aside @HenrikZebergs Elliott Wave analysiswhich Ill refrain from weighing in on neither qualitatively nor quantitativelythe real drama lies elsewhere. The spotlight falls on the short interest reported on November XX and the steadily declining volume since then. Assuming for arguments sake that the short interest hasnt shifted (though thats unlikely) yesterdays volume implies it would take roughly XXXX trading days to cover the shortsa scenario that makes a short squeeze a very real possibility. Source:"
X Link 2025-12-04T15:19Z 1376 followers, 9862 engagements
"@quantum_ascend $CRASH"
X Link 2025-12-05T19:04Z 1368 followers, XXX engagements
"Whilst $GOLD is wheezing its way back toward its October high of $4381 like a middle-aged jogger on the final hill $SILVER is out here casually setting new all-time highs on what feels like a near-daily basisclearly the overachiever of the metals family. Meanwhile #bond yields are perking up and the doomsday prophets are once again waving their cardboard signs predicting the fall of the $USD the collapse of civilization and hyperinflation turning our morning coffee into a luxury item. But in all this noise people seem to forget what happens when the stock-market bubble finally gives up the"
X Link 2025-12-05T21:33Z 1376 followers, XXX engagements
"@DaveHcontrarian Good Monring David is that potentially altering / impacting your forecast re the "deflationary bust" The industrial demand (e.g. data centers) is pushing up the prices for consumers or do you anticipate they will be cutting elsewhere to compensate which may worsen the downturn"
X Link 2025-12-08T12:09Z 1376 followers, 3263 engagements
"The real driver one could spot already days ago - rates are up equities are up - this is primarily driven by an early rotation into higher risk assets (not inflation fear). Just zoom out. Whenever TLT and SPX decouples crypto follows. The market is just waiting for JPs comments to confirm. Rates will eventually start to come in again (followed by another small spike)"
X Link 2025-12-08T22:19Z 1376 followers, 1012 engagements
"The upcoming (expected) rate cut by the @federalreserve will primarily be responsible for the sentiment - as rate cuts take time work their way through the system. More importantly one needs to watch how the FED intends purchase bills and bonds along the curve when principal payments are due coming back - as per my post a few days ago watch the H.4.1. Reporting. 👇"
X Link 2025-12-08T23:18Z 1376 followers, XXX engagements
"$SBET / $BMNR versus $ETH Over the past nine days SBET and BMNR have been leaving #Ethereum in the rear mirror not because theyve suddenly discovered hidden superpowers but largely because their mNAVs have fallen off a cliff compared to previous months. Both stocks began lagging ETH back in August and have been squeezed ever since (with a few expectional days) with the XX Oct 2025 liquidation events giving that underperformance an extra twist of the knife. As the chart on the right helpfully illustrates the PIPE share release has added its own flavor to the price action. At the end of the day"
X Link 2025-11-29T09:06Z 1376 followers, 20.5K engagements
"Tom Lee @fundstrat gave the short sellers a jump scare 😄. While he was busy pitching his bullish sermon on #Ethereum out in Dubai it looks like $BMNR and $SBET used the brief short-wick intermission to start scrambling for cover. Both names ended up flexing some serious outperformance against $ETH"
X Link 2025-12-04T20:43Z 1376 followers, 4189 engagements
"$TESLA Robots Are the New Thing Morgan Stanley just put a bigger price tag on Teslas humanoid robot dreams ($60) than on its actual cars ($55). Yes the research team thinks the future is worth more than the thing currently parked in your garage. At this rate it wont be long before you can pick up an Elon-Musk-ish housebot to do the dishes fold the laundry and maybe even explain Dogecoin $DOGE. What a time to be alive.🤖"
X Link 2025-12-08T17:03Z 1376 followers, 15K engagements
"Fact check: $IBIT and $ETHA (Blackrock #ETFS) As per X Dec 2025 #Ethereum and #Bitcoin spot buyers have not returned to Blackrock"
X Link 2025-12-09T07:30Z 1376 followers, XXX engagements
"#Stablecoins - the noise about new coins being minted is just noise. Someone swapped one for another or changed platform. Who are the most popular (1M period): $USD1W - $XXX - 2.7B $USDT - $183-186B $USDe - $XXX - 6.65B $USDC - $XX - 78B $DAI - Unchanged at $5B"
X Link 2025-12-09T08:15Z 1376 followers, XXX engagements
"@DaveHcontrarian @aedifex23 Thank you David which ones are you watching the most: Credit cards consumer or mortgages (for comsumers)"
X Link 2025-12-08T16:18Z 1376 followers, 1929 engagements
"#Ponzi But Make It European Retirees across the continent are quietly depending on tomorrows GDP like its a trust fund with no expiration date. The catch Future generations are expected to fork over nearly XX% of all economic output just to keep todays pension promises afloat. Thats not a social contract thats an invoice slapped on people who havent even finished university. Weve hit a hard ceiling on wealth creation but the bill keeps rising. If this were a financial product the regulators wouldve shut it down decades ago"
X Link 2025-12-09T10:27Z 1376 followers, XXX engagements
"$SBET - only a question of (very little) time 👇🚀"
X Link 2025-11-15T13:39Z 1300 followers, 5483 engagements
"$COIN $Altseason - If the market wakes up $COIN will thrive. It has underperformed $TOTAL over the last X month. We should expect a significant bounce unless #crypto falters. 3M versus 1M:"
X Link 2025-11-19T13:52Z 1338 followers, XXX engagements
"A meme coin setting the benchmark - that's quite something isn't it Apart from a cute dog $WIF a hat it carries NIL intrinsic value - absolutely nothing"
X Link 2025-11-21T21:41Z 1310 followers, XXX engagements
"@elliotrades You crypto dudes have to learn to kiss good-bye your cycle. Wall Street changed everything - now it is macro driven asset"
X Link 2025-11-24T19:43Z 1338 followers, 3713 engagements
"Whoever believes that the market is loosing faith in #US government bonds (or the $USD) just has to look at the 10Y yield (US10Y) - it dropped a staggering XXXX% YTD. #Bonds are not dead quite the opposite"
X Link 2025-11-25T11:57Z 1308 followers, XXX engagements
"While the $DXY may drift lower in the coming weeks (at least from a non-USD residents perch of interest when looking at bonds) U.S. Treasuries are looking increasingly irresistible heading into 1H 2026. I topped up my $TLT positions in late September and plan to keep addinginsurance for the inevitably rainier days ahead. And yes despite Washingtons enthusiasm for nurturing a $30-trillion-plus debt balloon the U.S. dollar remains the undisputed monarch of the monetary realm. Love it or loathe it fiat isnt fading into oblivion anytime soon and $USD the king will thrive once #equities and"
X Link 2025-11-26T21:44Z 1299 followers, 4366 engagements
"THE CANARY IN THE COAL MINE Private Debt Private debt may be quietly whistling a warning tune. Since the start of the year every publicly listed private-equity titan with meaningful exposure to private credit has been drifting south a slow steady slide that feels less like market noise and more like a canary clearing its throat (2007 memories). The usual heavyweights tell the story (they are believed to manage several hundred billion USD in private debt). Blackstone Apollo TPG Carlyle Ares When this entire constellation dims at once its rarely by coincidence"
X Link 2025-11-28T13:19Z 1337 followers, XXX engagements
"DATs introduce a unique dynamic thats worth factoring into the conversation and Id genuinely welcome any thoughts on this. For the record Im long $SBET I want to see the company succeed and I remain bullish. Pauls EW counts which Im certainly not qualified to challenge may very well be accurate. That said $SBET much like $BMNR and others transitioned into a DAT company in early summer and that pivot fundamentally reshaped its corporate finance structure. Because of that shift OTC investors (Thiel Woods & friends) were able to buy shares at par before the pivot was formally announced. The"
X Link 2025-11-28T20:50Z 1307 followers, 3680 engagements
"#CRE - Commercial Real Estate Loans 🚨 Lenders keep kicking the can down the street on CRE loans As of June XX U.S. banks reported a staggering XX% jump in the total value of commercial real estate (CRE) loan modifications over the past year. In other words lenders are increasingly playing the role of eternal optimistsrestructuring loans because borrowers it seems are chronically unable to keep pace with their originally scheduled payments"
X Link 2025-11-30T10:58Z 1358 followers, XXX engagements
"@VLR146 @HenrikZeberg They re-invest the principal money returning from maturing MBS into buying US Treasury Bonds. It will lower rates and stop the liquidity drain = stabilisation of liquidity"
X Link 2025-11-30T12:23Z 1298 followers, XXX engagements
"From April to September 2025 Chinas strategic reserve reallocationreduced Treasury exposure paired with massive #gold accumulationwas a central driver of the gold rally. The late-September stabilization in the Treasury market aligned precisely with golds surge to its local peak underscoring how closely Chinas actions influenced global asset prices during this window"
X Link 2025-11-30T17:44Z 1300 followers, XXX engagements
"@PWebborn Paul what is that wick - did you also see that on $WIF"
X Link 2025-12-04T20:31Z 1300 followers, XXX engagements
"#FED - Chips off the table (QT) Ever since the great #crypto unwind of XX Oct 2025 the Fed has quietly put its balance sheet on a diet trimming $40B in Treasuries and MBS. Thats liquidity that didnt just step out for a smoke break its gone for good"
X Link 2025-12-05T15:39Z 1321 followers, 1006 engagements
"There is considerable debate surrounding $GOLD at the moment. The influence of the Peoples Bank of China (PBoC)which has markedly expanded its gold reserves in part by reducing its holdings of U.S. Treasuriesshould not be underestimated. This strategic shift has introduced a powerful new dynamic into the market. A noteworthy pattern emerges when looking back at recent years: during the equity market correction in 2022 gold moved largely in tandem with the S&P XXX. It wasnt until late-2024 that the two began to diverge coinciding with the PBoCs accelerated pace of gold accumulation. This"
X Link 2025-12-07T12:17Z 1352 followers, XXX engagements
"@IamReitman Electricity "only makes" up less than X% of the CPI basket hence the impact on inflation is less severe - but consumer confidence is impacted - because you and everyone else sees it month over months - comsumption will be dented"
X Link 2025-12-08T12:12Z 1299 followers, XX engagements
"#Delinquencies in the #USA (YoY). #Consumers (down 0.37%) are doing better than #corporate America (up 12.71%). Consumer 10Y CAGR: XXXX% Business 10Y CAGR: XXXX% (currently 3x higher) There is your answer for the #unemployment rate trending upwards and consumer sentiment downwards. Businesses are letting people go - the labour market is weakening"
X Link 2025-12-08T16:46Z 1365 followers, XXX engagements
"@IamReitman Blackrock ist just an asset manager - like all the others"
X Link 2025-12-09T11:11Z 1354 followers, XX engagements