[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 crypto, ethereum, $sbet, $eth the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1527628271759806464/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +13% - X Months XXXXXXX +760,790% ### Mentions: XX [#](/creator/twitter::1527628271759806464/posts_active)  - X Week XX -XX% - X Month XXX +35% - X Months XXX +26,550% ### Followers: XXXXX [#](/creator/twitter::1527628271759806464/followers)  - X Week XXXXX +7.10% - X Month XXXXX +56% - X Months XXXXX +8,600% ### CreatorRank: XXXXXXX [#](/creator/twitter::1527628271759806464/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [crypto](/topic/crypto) #4007, [ethereum](/topic/ethereum) #1684, [$sbet](/topic/$sbet) #17, [$eth](/topic/$eth) #518, [bitcoin](/topic/bitcoin) 7.14%, [bullish](/topic/bullish) #1952, [$bmnr](/topic/$bmnr) #65, [liquidity](/topic/liquidity) #2929, [$ibit](/topic/$ibit) 4.29%, [$wif](/topic/$wif) #69 **Top accounts mentioned or mentioned by** [@davehcontrarian](/creator/undefined) [@henrikzeberg](/creator/undefined) [@pwebborn](/creator/undefined) [@mikealfred](/creator/undefined) [@iamreitman](/creator/undefined) [@henrikzebergs](/creator/undefined) [@vlr146](/creator/undefined) [@giovannicernog1](/creator/undefined) [@aedifex23](/creator/undefined) [@elliotrades](/creator/undefined) [@fundstrat](/creator/undefined) [@tradewithvarun](/creator/undefined) [@isabellaagnella](/creator/undefined) [@cryptowizardd](/creator/undefined) [@greatmartis](/creator/undefined) [@crossbordercap](/creator/undefined) [@afmblog](/creator/undefined) [@fibonaccita](/creator/undefined) [@coinbureau](/creator/undefined) [@altstreetbet](/creator/undefined) **Top assets mentioned** [Ethereum (ETH)](/topic/ethereum) [SBET (SBET)](/topic/$sbet) [Bitcoin (BTC)](/topic/bitcoin) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [iShares BTC Trust (IBIT)](/topic/$ibit) [dogwifhat (WIF)](/topic/$wif) [Vixco (VIX)](/topic/$vix) [ETHA Lend (ETHA)](/topic/$etha) [BlackRock Inc (BLK)](/topic/blackrock) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Morgan Stanley (MS)](/topic/morgan-stanley) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin Scrypt (BTCS)](/topic/$btcs) [Doge Jones Industrial Average (DJI)](/topic/$dji) [Crash (CRASH)](/topic/$crash) ### Top Social Posts Top posts by engagements in the last XX hours "@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 1330 followers, 3713 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 1330 followers, XXX 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 $ETH" [X Link](https://x.com/FroehlichThors1/status/1996681898274271535) 2025-12-04T20:43Z 1330 followers, 4127 engagements "@DaveHcontrarian Good Monring David is that potentially altering / impacting your forecast re the "deflationary bust" The industrial demand (e.g. data centers) is pushing up the prices for consumers or do you anticipate they will be cutting elsewhere to compensate which may worsen the downturn" [X Link](https://x.com/FroehlichThors1/status/1998001950562927053) 2025-12-08T12:09Z 1330 followers, 2931 engagements "$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 $DOGE. What a time to be alive.🤖" [X Link](https://x.com/FroehlichThors1/status/1998075874638233837) 2025-12-08T17:03Z 1330 followers, 13.4K engagements "$SBET - only a question of (very little) time 👇🚀" [X Link](https://x.com/FroehlichThors1/status/1989689797355434209) 2025-11-15T13:39Z 1300 followers, 5483 engagements "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 "@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 "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 1299 followers, XXX engagements "Correct 👇 - looking at $IBIT spot demand remains surpressed despite $BTC's recent recovery. Nearly 25k #Bitcoin have been sold in November - so far (as of yesterday) IBIT added 1298 in December. There is a big gap to be filled. The moment IBIT should see a pick up in demand it potentially have a meaningful impact" [X Link](https://x.com/FroehlichThors1/status/1996660265568391600) 2025-12-04T19:17Z 1298 followers, XXX engagements "@PWebborn Paul what is that wick - did you also see that on $WIF" [X Link](https://x.com/FroehlichThors1/status/1996678687710978270) 2025-12-04T20:31Z 1300 followers, XXX engagements "Reverse Repo (RRP) balances held by the FED fall to an annual low in 2025 A falling Reverse Repo (RRP) balance generally means that cash previously parked at the Federal Reserve is being pulled back into the financial system signaling that excess liquidity is shrinking and market demand for cash or higher-yielding assets is rising. Money-market funds leave the RRP facility when Treasury bill yields or repo rates become more attractive than the Feds fixed RRP rate so a decline usually reflects a shift toward deploying cash into markets rather than holding it idle. This doesnt automatically" [X Link](https://x.com/FroehlichThors1/status/1996905141564313844) 2025-12-05T11:31Z 1296 followers, XXX engagements "$IBIT vs $ETHA While $BTC and $ETH have staged a modest comeback from their November doldrums $IBIT stubbornly clings to the red with outflows continuing as of X Dec 2025spot demand at BlackRock remains decidedly lackluster. Meanwhile $ETHA managed a modest rebound with XXXX% new units minteda quiet nod to #Ethereums enduring resilience relative to #Bitcoin. In other words while some assets are sulking in the corner Ethereum is quietly flexing its strength" [X Link](https://x.com/FroehlichThors1/status/1996949179222851685) 2025-12-05T14:26Z 1298 followers, XXX engagements "@HenrikZeberg Should this thing fall to XXX crypto will be pronounced dead and Bitcoin will be replaced by stablecoins (digital FIAT)" [X Link](https://x.com/FroehlichThors1/status/1996954777960247309) 2025-12-05T14:48Z 1298 followers, 2405 engagements "@AltstreetBet No point - after the euphoria all shares will be dragged down due to XX% held in index / passive funds. Wait for this exercise" [X Link](https://x.com/FroehlichThors1/status/1997006869009711543) 2025-12-05T18:15Z 1296 followers, 1166 engagements "The #BONDS doomsday keyboard warriors are at it again. Yes yields on US Treasuries ( $TLT down) have been ticking higher in recent days but not because the sky is falling. Its largely the result of capital stretching its legs and wandering back into equities. Investors are tiptoeing toward riskier assets $DJI encouraged by a gently snoozing $VIX. In other words: its rotation not ruin" [X Link](https://x.com/FroehlichThors1/status/1997014318475346302) 2025-12-05T18:44Z 1298 followers, XXX engagements "@ all #Crypto degens if you want to be long just buy spot. No need to dive deeper into the unregulated cloak-and-dagger world this asset class so lovingly inhabits. But ask yourself this: how does a stablecoin manage to wobble XX% on a single exchange and set off a selling cascade Thats not degen magic thats structural madness. And this is the second time the sequel to October 10ths mystery plunge with absolutely no news to justify the drama. Meanwhile just take a peek at what $RUT is doing. The plot thickens" [X Link](https://x.com/FroehlichThors1/status/1997016661619048625) 2025-12-05T18:54Z 1298 followers, XXX engagements "@quantum_ascend $CRASH" [X Link](https://x.com/FroehlichThors1/status/1997019215250051554) 2025-12-05T19:04Z 1301 followers, XXX engagements "If any of this #crypto sell-off would be driven by fundamentals the $VIX would have spiked - it did the opposite. This is smelly - again. These crypto exhanges and market makers will be shot down in flames when the real dump comes" [X Link](https://x.com/FroehlichThors1/status/1997020332142522416) 2025-12-05T19:08Z 1299 followers, XXX engagements "@PWebborn Non-event - $VIX:" [X Link](https://x.com/FroehlichThors1/status/1997030268092445113) 2025-12-05T19:48Z 1299 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 "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 "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 "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 "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 1316 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 "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 $USD the collapse of civilization and hyperinflation turning our morning coffee into a luxury item. But in all this noise people seem to forget what happens when the stock-market bubble finally gives up the" [X Link](https://x.com/FroehlichThors1/status/1997056730983756273) 2025-12-05T21:33Z 1328 followers, XXX engagements "$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 1330 followers, 20.3K 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 $4.2" [X Link](https://x.com/FroehlichThors1/status/1994773010952196391) 2025-11-29T14:18Z 1330 followers, 54.3K engagements "$WIF depends on $ETH - #Ethereum is the ultimate engine for #Altseason. And ETH requires $BTC to slowly creep up providing the petrol" [X Link](https://x.com/FroehlichThors1/status/1996540572186837042) 2025-12-04T11:22Z 1330 followers, 1381 engagements "$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 1330 followers, 9719 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 1330 followers, 1676 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 1330 followers, XXX 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 1330 followers, XXX 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 1330 followers, XXX 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 1330 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.]
@FroehlichThors1 Thorsten FroehlichThorsten Froehlich posts on X about crypto, ethereum, $sbet, $eth the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXXX% countries XXXX% automotive brands XXXX% currencies XXXX% travel destinations XXXX% technology brands XXXX%
Social topic influence crypto #4007, ethereum #1684, $sbet #17, $eth #518, bitcoin 7.14%, bullish #1952, $bmnr #65, liquidity #2929, $ibit 4.29%, $wif #69
Top accounts mentioned or mentioned by @davehcontrarian @henrikzeberg @pwebborn @mikealfred @iamreitman @henrikzebergs @vlr146 @giovannicernog1 @aedifex23 @elliotrades @fundstrat @tradewithvarun @isabellaagnella @cryptowizardd @greatmartis @crossbordercap @afmblog @fibonaccita @coinbureau @altstreetbet
Top assets mentioned Ethereum (ETH) SBET (SBET) Bitcoin (BTC) BITMINE IMMERSION TECH (BMNR) iShares BTC Trust (IBIT) dogwifhat (WIF) Vixco (VIX) ETHA Lend (ETHA) BlackRock Inc (BLK) Barrick Gold Corp. (GOLD) Morgan Stanley (MS) Tesla, Inc. (TSLA) Bitcoin Scrypt (BTCS) Doge Jones Industrial Average (DJI) Crash (CRASH)
Top posts by engagements in the last XX hours
"@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 1330 followers, 3713 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 1330 followers, XXX 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 $ETH"
X Link 2025-12-04T20:43Z 1330 followers, 4127 engagements
"@DaveHcontrarian Good Monring David is that potentially altering / impacting your forecast re the "deflationary bust" The industrial demand (e.g. data centers) is pushing up the prices for consumers or do you anticipate they will be cutting elsewhere to compensate which may worsen the downturn"
X Link 2025-12-08T12:09Z 1330 followers, 2931 engagements
"$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 $DOGE. What a time to be alive.🤖"
X Link 2025-12-08T17:03Z 1330 followers, 13.4K engagements
"$SBET - only a question of (very little) time 👇🚀"
X Link 2025-11-15T13:39Z 1300 followers, 5483 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
"@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
"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 1299 followers, XXX engagements
"Correct 👇 - looking at $IBIT spot demand remains surpressed despite $BTC's recent recovery. Nearly 25k #Bitcoin have been sold in November - so far (as of yesterday) IBIT added 1298 in December. There is a big gap to be filled. The moment IBIT should see a pick up in demand it potentially have a meaningful impact"
X Link 2025-12-04T19:17Z 1298 followers, XXX engagements
"@PWebborn Paul what is that wick - did you also see that on $WIF"
X Link 2025-12-04T20:31Z 1300 followers, XXX engagements
"Reverse Repo (RRP) balances held by the FED fall to an annual low in 2025 A falling Reverse Repo (RRP) balance generally means that cash previously parked at the Federal Reserve is being pulled back into the financial system signaling that excess liquidity is shrinking and market demand for cash or higher-yielding assets is rising. Money-market funds leave the RRP facility when Treasury bill yields or repo rates become more attractive than the Feds fixed RRP rate so a decline usually reflects a shift toward deploying cash into markets rather than holding it idle. This doesnt automatically"
X Link 2025-12-05T11:31Z 1296 followers, XXX engagements
"$IBIT vs $ETHA While $BTC and $ETH have staged a modest comeback from their November doldrums $IBIT stubbornly clings to the red with outflows continuing as of X Dec 2025spot demand at BlackRock remains decidedly lackluster. Meanwhile $ETHA managed a modest rebound with XXXX% new units minteda quiet nod to #Ethereums enduring resilience relative to #Bitcoin. In other words while some assets are sulking in the corner Ethereum is quietly flexing its strength"
X Link 2025-12-05T14:26Z 1298 followers, XXX engagements
"@HenrikZeberg Should this thing fall to XXX crypto will be pronounced dead and Bitcoin will be replaced by stablecoins (digital FIAT)"
X Link 2025-12-05T14:48Z 1298 followers, 2405 engagements
"@AltstreetBet No point - after the euphoria all shares will be dragged down due to XX% held in index / passive funds. Wait for this exercise"
X Link 2025-12-05T18:15Z 1296 followers, 1166 engagements
"The #BONDS doomsday keyboard warriors are at it again. Yes yields on US Treasuries ( $TLT down) have been ticking higher in recent days but not because the sky is falling. Its largely the result of capital stretching its legs and wandering back into equities. Investors are tiptoeing toward riskier assets $DJI encouraged by a gently snoozing $VIX. In other words: its rotation not ruin"
X Link 2025-12-05T18:44Z 1298 followers, XXX engagements
"@ all #Crypto degens if you want to be long just buy spot. No need to dive deeper into the unregulated cloak-and-dagger world this asset class so lovingly inhabits. But ask yourself this: how does a stablecoin manage to wobble XX% on a single exchange and set off a selling cascade Thats not degen magic thats structural madness. And this is the second time the sequel to October 10ths mystery plunge with absolutely no news to justify the drama. Meanwhile just take a peek at what $RUT is doing. The plot thickens"
X Link 2025-12-05T18:54Z 1298 followers, XXX engagements
"@quantum_ascend $CRASH"
X Link 2025-12-05T19:04Z 1301 followers, XXX engagements
"If any of this #crypto sell-off would be driven by fundamentals the $VIX would have spiked - it did the opposite. This is smelly - again. These crypto exhanges and market makers will be shot down in flames when the real dump comes"
X Link 2025-12-05T19:08Z 1299 followers, XXX engagements
"@PWebborn Non-event - $VIX:"
X Link 2025-12-05T19:48Z 1299 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
"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
"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
"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
"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 1316 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
"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 $USD the collapse of civilization and hyperinflation turning our morning coffee into a luxury item. But in all this noise people seem to forget what happens when the stock-market bubble finally gives up the"
X Link 2025-12-05T21:33Z 1328 followers, XXX engagements
"$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 1330 followers, 20.3K 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 $4.2"
X Link 2025-11-29T14:18Z 1330 followers, 54.3K engagements
"$WIF depends on $ETH - #Ethereum is the ultimate engine for #Altseason. And ETH requires $BTC to slowly creep up providing the petrol"
X Link 2025-12-04T11:22Z 1330 followers, 1381 engagements
"$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 1330 followers, 9719 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 1330 followers, 1676 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 1330 followers, XXX 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 1330 followers, XXX 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 1330 followers, XXX 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 1330 followers, XXX engagements
/creator/twitter::FroehlichThors1