# ![@Globalflows Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1636931259439128576.png) @Globalflows Capital Flows

The current market trend indicates that inflation risk is greater than recession risk, with stocks and risk assets rallying as bonds sell off. This is driven by a credit cycle surge and excess liquidity in the system, which is expected to continue pushing equities and risk assets higher. The market is positioning for a potential rate cut by the Fed, despite rising inflation data.

### Engagements: [------] [#](/creator/twitter::1636931259439128576/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1636931259439128576/c:line/m:interactions.svg)

- [--] Week [-------] -80%
- [--] Month [----------] +359%
- [--] Months [----------] +33%
- [--] Year [----------] +226%

### Mentions: [--] [#](/creator/twitter::1636931259439128576/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1636931259439128576/c:line/m:posts_active.svg)

- [--] Week [---] -49%
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- [--] Year [-----] +101%

### Followers: [-------] [#](/creator/twitter::1636931259439128576/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1636931259439128576/c:line/m:followers.svg)

- [--] Week [-------] +1.30%
- [--] Month [-------] +59%
- [--] Months [-------] +108%
- [--] Year [-------] +286%

### CreatorRank: [-------] [#](/creator/twitter::1636931259439128576/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1636931259439128576/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #2246 [stocks](/list/stocks)  47.45% [finance](/list/finance)  46.72% [exchanges](/list/exchanges)  #678 [technology brands](/list/technology-brands)  14.6% [social networks](/list/social-networks)  5.84% [countries](/list/countries)  2.19% [celebrities](/list/celebrities)  1.46% [automotive brands](/list/automotive-brands)  1.46% [currencies](/list/currencies)  0.73%

**Social topic influence**
[$purr](/topic/$purr) #1, [hyperliquid](/topic/hyperliquid) #23, [crypto](/topic/crypto) #4252, [in the](/topic/in-the) 23.36%, [hype](/topic/hype) #550, [bullish](/topic/bullish) #689, [if you](/topic/if-you) 19.71%, [bitcoin](/topic/bitcoin) 16.79%, [livestream](/topic/livestream) #747, [entire](/topic/entire) #417

**Top accounts mentioned or mentioned by**
[@alwaysbethinkin](/creator/undefined) [@hyperliquidx](/creator/undefined) [@gordonnr](/creator/undefined) [@btc_y_tho](/creator/undefined) [@hypestrat](/creator/undefined) [@_max____max_](/creator/undefined) [@shadownodeta](/creator/undefined) [@stephenellis_pr](/creator/undefined) [@bluecapmarkets](/creator/undefined) [@fridayatfive33](/creator/undefined) [@deepliq](/creator/undefined) [@grok](/creator/undefined) [@uwzc](/creator/undefined) [@agratefulape](/creator/undefined) [@luca_alo](/creator/undefined) [@jaymesrosenthal](/creator/undefined) [@tylermacro10](/creator/undefined) [@openai](/creator/undefined) [@sama](/creator/undefined) [@dschamis](/creator/undefined)

**Top assets mentioned**
[Purr (PURR)](/topic/$purr) [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Hyperliquid (HYPE)](/topic/$hype) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Strategy (MSTR)](/topic/$mstr) [Hyperion DeFi (HYPD)](/topic/$hypd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/tesla) [Oracle Corporation (ORCL)](/topic/$orcl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Gm God is good"  
[X Link](https://x.com/Globalflows/status/2021890060044407125)  2026-02-12T10:12Z 132.1K followers, [----] engagements


"The imminent devaluation of the Yen and its impact on your portfolio"  
[X Link](https://x.com/Globalflows/status/2011137660379951153)  2026-01-13T18:05Z 132.1K followers, 2.3M engagements


"I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know"  
[X Link](https://x.com/Globalflows/status/2011843985728569490)  2026-01-15T16:52Z 132.1K followers, 861.7K engagements


"Will the listing of HYPE on Coinbase cause a pump or be a sell-the-news event First we have all known this type of event would take place and maybe there is a marginal premium in the price. The bigger question you need to ask is HOW MUCH of the recent HYPE rally is due to positioning into a coinbase launch vs other drivers The answer is any positioning into a Coinbase launch is likely much smaller than the HIP-3 volume that has taken place. The HIP-3 volume is WHY HYPE is outperforming Bitcoin. There is almost no way in my view that HYPE could be this resilient simply based on a Coinbase"  
[X Link](https://x.com/Globalflows/status/2019486369274638803)  2026-02-05T19:00Z 132.1K followers, 50K engagements


"Interest Rate Strategy: SOFR and Bonds https://www.capitalflowsresearch.com/p/interest-rate-strategy-sofr-and-bonds https://www.capitalflowsresearch.com/p/interest-rate-strategy-sofr-and-bonds"  
[X Link](https://x.com/Globalflows/status/2020845177158746337)  2026-02-09T13:00Z 132.1K followers, 20K engagements


"Everyone who isn't a clear thinker is going to get left behind Elon Musk thinks coding dies this year. Not evolves. Dies. By December AI wont need programming languages. It generates machine code directly. Binary optimized beyond anything human logic could produce. No translation. No compilation. Just pure execution. Musk: You dont https://t.co/yscrssiGfr Elon Musk thinks coding dies this year. Not evolves. Dies. By December AI wont need programming languages. It generates machine code directly. Binary optimized beyond anything human logic could produce. No translation. No compilation. Just"  
[X Link](https://x.com/Globalflows/status/2021921803963433075)  2026-02-12T12:18Z 132.1K followers, 26.8K engagements


"Diversification is the enemy of exceptional performance You want to take the most concentrated bet on yourself and make your success inevitable This is the only way Most people are afraid of who they could become if they went all in"  
[X Link](https://x.com/Globalflows/status/1955711530655474037)  2025-08-13T19:22Z 132K followers, 20K engagements


"Price targets for $HYPD One step at a time First we need to hit $20 See thread below The Big Bet I am taking: LONG $HYPD stock which is the Hyperliquid Treasury Company This is the convergence of treasury company liquidity the fastest growing crypto project (Hyperliquid) and macro liquidity moving out the risk curve as the credit cycle is in full swing 🧵👇 https://t.co/6TTRPKQQUe The Big Bet I am taking: LONG $HYPD stock which is the Hyperliquid Treasury Company This is the convergence of treasury company liquidity the fastest growing crypto project (Hyperliquid) and macro liquidity moving"  
[X Link](https://x.com/Globalflows/status/1966267821199102201)  2025-09-11T22:29Z 132.1K followers, 33.3K engagements


"HOLDING $HYPD LONG welcome to global macro The Big Bet I am taking: LONG $HYPD stock which is the Hyperliquid Treasury Company This is the convergence of treasury company liquidity the fastest growing crypto project (Hyperliquid) and macro liquidity moving out the risk curve as the credit cycle is in full swing 🧵👇 https://t.co/6TTRPKQQUe The Big Bet I am taking: LONG $HYPD stock which is the Hyperliquid Treasury Company This is the convergence of treasury company liquidity the fastest growing crypto project (Hyperliquid) and macro liquidity moving out the risk curve as the credit cycle is"  
[X Link](https://x.com/Globalflows/status/1966591468442619936)  2025-09-12T19:55Z 132K followers, 31.8K engagements


""Credit Suisse" @NormanDodd_knew Credit Suisse https://t.co/4pH5Vv8vi7 @NormanDodd_knew Credit Suisse https://t.co/4pH5Vv8vi7"  
[X Link](https://x.com/Globalflows/status/2005647081160249589)  2025-12-29T14:28Z 132K followers, 13.1K engagements


"HOLDING BITCOIN LONG PEOPLE HAVE NO CLUE THE REGIME WE JUST ENTERED I AM BULLISH BITCOIN https://t.co/tgE1xWmHP6 I AM BULLISH BITCOIN https://t.co/tgE1xWmHP6"  
[X Link](https://x.com/Globalflows/status/2011086286757769363)  2026-01-13T14:41Z 131.4K followers, 81.3K engagements


"What If Youve Been Looking At Bitcoin Completely Wrong https://x.com/i/broadcasts/1lPKqvXkkXmGb https://www.capitalflowsresearch.com/subscribe https://x.com/i/broadcasts/1lPKqvXkkXmGb https://www.capitalflowsresearch.com/subscribe"  
[X Link](https://x.com/Globalflows/status/2011529216508977230)  2026-01-14T20:01Z 131.5K followers, 80.2K engagements


"$PURR breakdown starts at 52:30 with @jaymesrosenthal https://x.com/Globalflows/status/2011529216508977230s=20 What If Youve Been Looking At Bitcoin Completely Wrong https://t.co/xOr3TDe6sK https://t.co/RXv5HWwfHN https://x.com/Globalflows/status/2011529216508977230s=20 What If Youve Been Looking At Bitcoin Completely Wrong https://t.co/xOr3TDe6sK https://t.co/RXv5HWwfHN"  
[X Link](https://x.com/Globalflows/status/2011843988362576098)  2026-01-15T16:52Z 131.5K followers, 59.5K engagements


"My view is that because of all the regulatory barriers that exist right now this should be trading at a much much higher premium. I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream"  
[X Link](https://x.com/Globalflows/status/2011852959261585528)  2026-01-15T17:28Z 131.4K followers, 69K engagements


"Nothing has changed I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX"  
[X Link](https://x.com/Globalflows/status/2012164315810267364)  2026-01-16T14:05Z 131K followers, 13.5K engagements


"@luca_alo I covered this multiple times on the substack and in videos. Check out linked livestream below. I believe PURR is a better opportunity. If HYPD traded as a large discount then Id get long again. https://x.com/globalflows/status/2011529216508977230s=46 What If Youve Been Looking At Bitcoin Completely Wrong https://t.co/xOr3TDe6sK https://t.co/RXv5HWwfHN https://x.com/globalflows/status/2011529216508977230s=46 What If Youve Been Looking At Bitcoin Completely Wrong https://t.co/xOr3TDe6sK https://t.co/RXv5HWwfHN"  
[X Link](https://x.com/Globalflows/status/2012168270392999938)  2026-01-16T14:21Z 131K followers, [---] engagements


"Another massive step forward for $HYPE and $PURR treasury company Natural Gas is now live. 10x leverage 24/7 [---]. TradeNATGAS: https://t.co/SsEdmHuPkg https://t.co/ghWchYXvSD Natural Gas is now live. 10x leverage 24/7 [---]. TradeNATGAS: https://t.co/SsEdmHuPkg https://t.co/ghWchYXvSD"  
[X Link](https://x.com/Globalflows/status/2014471601224667303)  2026-01-22T22:53Z 131.4K followers, 20.1K engagements


"Nothing has changed in my thesis We are approaching a regulatory wall that is about to collapse and change the structure of the market If youre looking for a differentiated view on the convergence of macro crypto and global dollar markets go through this thread on $PURR 👇🏻 I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE"  
[X Link](https://x.com/Globalflows/status/2014736000820642060)  2026-01-23T16:24Z 131.4K followers, 15.6K engagements


"Even the people with the best ideas somehow find themselves dreading the idea of taking large amounts of risk with those ideas This is why if your risk tolerance remains persistently high youll outperform the people who seem to always have the best ideas"  
[X Link](https://x.com/Globalflows/status/2015076063618228317)  2026-01-24T14:55Z 131.5K followers, 12.1K engagements


"Now stack onto this the fact that $PURR is going to front run the etf launch Everyone is coping about BTC treasury companies metrics because they dont know how to think about flows. Why would a premium or discount exist How likely is it that this driver materializes CT continues to view all these valuation metrics as static. They have become the consensus and the new establishment than needs to be overturned hyperliquid got bitwise etf filing and grayscale consideration with zero vc allocation. first protocol to force wall street to buy at market prices like everyone else. hype at $21.73 is"  
[X Link](https://x.com/Globalflows/status/2015090095813214381)  2026-01-24T15:51Z 131.4K followers, 18.9K engagements


"Natural gas +30% today 🔥 The GS Nat Gas equity index tells the story - from $61 at the [----] lows to $231 now nearly 4x. This sector has been one of the quietest multi-year bull markets in equities"  
[X Link](https://x.com/Globalflows/status/2015839040629809372)  2026-01-26T17:27Z 132K followers, [----] engagements


"This is the chart you need to master if you want to understand macro liquidity real rates across the curve are in the top panel Fed funds and core cpi are in the bottom panel WHERE the Fed holds rates relative to inflation matters a lot more than the absolute level. This reverberates across the risk curve and causes equities to rally or fall. This is THE key input into the credit cycle and I will be explaining it all in the video today. If you are a subscriber (totally free) you will get an immediate copy of the video + entire slide deck. Subscribe here:"  
[X Link](https://x.com/Globalflows/status/2015849658887909639)  2026-01-26T18:09Z 131.2K followers, 14.1K engagements


"I have been saying over and over once tradfi takes over crypto HYPE price action will totally disconnect from Bitcoin and become a source of uncorrelated returns I will link all of the work ive done on this below HIP-3 open interest reached an all-time high of $790M driven recently by a surge in commodities trading. HIP-3 OI has been hitting new ATHs each week. A month ago HIP-3 OI was $260M. HIP-3 open interest reached an all-time high of $790M driven recently by a surge in commodities trading. HIP-3 OI has been hitting new ATHs each week. A month ago HIP-3 OI was $260M"  
[X Link](https://x.com/Globalflows/status/2015850090880249861)  2026-01-26T18:11Z 131.5K followers, 207.3K engagements


"This is why $PURR is my largest position see my pinned tweet Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way Hyperliquid has also https://t.co/aJCFYjMoxV Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3"  
[X Link](https://x.com/Globalflows/status/2015855713109848132)  2026-01-26T18:33Z 131.4K followers, 14.6K engagements


"I Went Through Every Chart On The Credit Cycle This Wont End Well (Entire chart deck + closed-door livestream event is linked below) https://twitter.com/i/web/status/2015893577373802669 https://twitter.com/i/web/status/2015893577373802669"  
[X Link](https://x.com/Globalflows/status/2015893577373802669)  2026-01-26T21:04Z 131.3K followers, 118.9K engagements


"Hyperliquid is deviating from Bitcoin and the only way for US investors to get access with size is $PURR This is the exact thesis I laid out and have been noting to subscribers on Capital Flows Everything was laid out and we are now up 17% on the day If you want to join the private livestream event tomorrow you can become a subscriber here: https://www.capitalflowsresearch.com/p/i-went-through-every-chart-on-the I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream"  
[X Link](https://x.com/Globalflows/status/2016181874994119111)  2026-01-27T16:09Z 131.5K followers, 32.1K engagements


"This is the note I sent out to paid subscribers when we were at the absolute lows in $PURR and trading at a massive discount to NAV You simply need to be at the right place at the right time with the right information to succeed. Most people dont set up their lives to do this tho. They always chase and expect exceptional results based on average input https://twitter.com/i/web/status/2016184146402680997 https://twitter.com/i/web/status/2016184146402680997"  
[X Link](https://x.com/Globalflows/status/2016184146402680997)  2026-01-27T16:18Z 131.4K followers, 19K engagements


"This is what I explained in the entire video breakdown on $PURR They are defending the stock something not even Saylor is interested in doing This creates a lot more certainty for shareholders"  
[X Link](https://x.com/Globalflows/status/2016185852611936572)  2026-01-27T16:25Z 131.4K followers, [----] engagements


"See pinned tweet fren We are up 18% on the day in $PURR"  
[X Link](https://x.com/Globalflows/status/2016186056044064794)  2026-01-27T16:26Z 131.4K followers, [----] engagements


"The entire crypto industry lost the script because all of the "thought leaders" became incredibly wealthy so all they thought about was protecting their gains and not changing the world Once people realize that its not about bringing crypto to tradfi but tradfi to crypto we will be much higher. I explained all of this in the report below https://t.co/kCDBOWcpjC https://t.co/kCDBOWcpjC"  
[X Link](https://x.com/Globalflows/status/2016188537373339986)  2026-01-27T16:36Z 131.4K followers, 25K engagements


"HOLDING BITCOIN LONG We are at a make or break moment with FOMC this week. We will see if the position gets stopped out or begins to squeeze out shorts. It is moments of uncertainty like this why understanding the macro picture is key Watch the video below were I explain all the drivers for macro and Bitcoin I AM BULLISH BITCOIN https://t.co/tgE1xWmHP6 I AM BULLISH BITCOIN https://t.co/tgE1xWmHP6"  
[X Link](https://x.com/Globalflows/status/2016192598504079375)  2026-01-27T16:52Z 131.4K followers, 30.5K engagements


"We are not even at a significant premium to NAV in $PURR yet If Hyperliquid breaks its correlation with Bitcoin because tradfi volume outpaces crypto volume the premium could increase considerably due to the unique nature of uncorrelated returns We are seeing everything align https://twitter.com/i/web/status/2016194738232365421 https://twitter.com/i/web/status/2016194738232365421"  
[X Link](https://x.com/Globalflows/status/2016194738232365421)  2026-01-27T17:00Z 131.5K followers, 24.2K engagements


"We are literally seeing this in real time with HYPE and Bitcoin Imagine what happens when $PURR takes out debt to buy more and continues to buy back their stock instead of diluting shareholders like other treasury companies When investors have certainty about the distribution of probable outcomes they will ascribe a higher premium to NAV I have been saying over and over once tradfi takes over crypto HYPE price action will totally disconnect from Bitcoin and become a source of uncorrelated returns I will link all of the work ive done on this below I have been saying over and over once tradfi"  
[X Link](https://x.com/Globalflows/status/2016195902457962808)  2026-01-27T17:05Z 131.4K followers, 23.4K engagements


"Take the picture in the tweet below and save it You can just feed it into AI and have it update you on where are at with the premium/discount Bookmark this frens $PURR We are not even at a significant premium to NAV in $PURR yet If Hyperliquid breaks its correlation with Bitcoin because tradfi volume outpaces crypto volume the premium could increase considerably due to the unique nature of uncorrelated returns We are seeing everything https://t.co/RptssWZs6G We are not even at a significant premium to NAV in $PURR yet If Hyperliquid breaks its correlation with Bitcoin because tradfi volume"  
[X Link](https://x.com/Globalflows/status/2016203768300503452)  2026-01-27T17:36Z 131.4K followers, 11.7K engagements


"Hey @DavidSacks when can we have @HyperliquidX accessible in the USA  Would love to hear @theallinpod talk about this (Everyone like/retweet this if you agree)"  
[X Link](https://x.com/Globalflows/status/2016216811709378596)  2026-01-27T18:28Z 131.4K followers, 26.2K engagements


"Right now $PURR is the only way to get exposure If we had Hyperliquid vaults available and a change in tokenization laws so real world assets can be linked to it it would be the largest unlock of financialization in US history https://x.com/globalflows/status/2011843985728569490s=46 I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX"  
[X Link](https://x.com/Globalflows/status/2016217267810533577)  2026-01-27T18:30Z 131.4K followers, 10.8K engagements


"Im long Bitcoin into FOMC (See below)"  
[X Link](https://x.com/Globalflows/status/2016246089675112757)  2026-01-27T20:25Z 131K followers, 76.3K engagements


"HOLDING $PURR positioning My view is that there should be a much larger premium in the stock relative to NAV We are early I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday"  
[X Link](https://x.com/Globalflows/status/2016253945589727656)  2026-01-27T20:56Z 131.8K followers, 12.6K engagements


"How it feels to be all in on $PURR"  
[X Link](https://x.com/Globalflows/status/2016273857251045545)  2026-01-27T22:15Z 132K followers, 21.5K engagements


"When you see the future of global leveraged trading and institutional hedging is Hyperliquid"  
[X Link](https://x.com/Globalflows/status/2016286163389317568)  2026-01-27T23:04Z 131.6K followers, 45.7K engagements


"HOLDING $PURR You get paid to hold risk The stage is set I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then"  
[X Link](https://x.com/Globalflows/status/2016506103560061194)  2026-01-28T13:38Z 132.1K followers, [----] engagements


"Like I said everyone thought the US intervened in USDJPY markets which never happened This will be a key factor into macro liquidity The biggest misconception in the Yen positioning (Part [--] of the video linked below) https://t.co/uDu2MHeuQf The biggest misconception in the Yen positioning (Part [--] of the video linked below) https://t.co/uDu2MHeuQf"  
[X Link](https://x.com/Globalflows/status/2016534646880870860)  2026-01-28T15:31Z 132.1K followers, 12.9K engagements


"They haven't even added the HYPE timeseries to the @TheTerminal So early"  
[X Link](https://x.com/Globalflows/status/2016565838997049700)  2026-01-28T17:35Z 131.5K followers, [----] engagements


"HOLDING BITCOIN LONG I AM BULLISH BITCOIN https://t.co/tgE1xWmHP6 I AM BULLISH BITCOIN https://t.co/tgE1xWmHP6"  
[X Link](https://x.com/Globalflows/status/2016570871494955371)  2026-01-28T17:55Z 131.4K followers, 26.5K engagements


"Watch this video if youre trying to understand Japan the yen and how it all connects to FOMC today The biggest misconception in the Yen positioning (Part [--] of the video linked below) https://t.co/uDu2MHeuQf The biggest misconception in the Yen positioning (Part [--] of the video linked below) https://t.co/uDu2MHeuQf"  
[X Link](https://x.com/Globalflows/status/2016573024640884845)  2026-01-28T18:04Z 131.5K followers, [----] engagements


"This is the credit cycle context you want to understand moving into FOMC"  
[X Link](https://x.com/Globalflows/status/2016573599067623658)  2026-01-28T18:06Z 131.5K followers, [----] engagements


"The old establishment will begin to have lower if not negative returns as Hyperliquid disrupts the space I don't make the rules I have been saying over and over once tradfi takes over crypto HYPE price action will totally disconnect from Bitcoin and become a source of uncorrelated returns I will link all of the work ive done on this below I have been saying over and over once tradfi takes over crypto HYPE price action will totally disconnect from Bitcoin and become a source of uncorrelated returns I will link all of the work ive done on this below"  
[X Link](https://x.com/Globalflows/status/2016617643172934063)  2026-01-28T21:01Z 131K followers, 16.8K engagements


"Another positive day for zee big bet $PURR. Weak hands who chase will get shaken out You get paid to hold risk and be a pig Remember people are focused on HYPEUSD and are significantly underestimating the next stage of $PURR. They got burned on the BTC dats cause they dont know how to manage risk and can't think clearly about this. $PURR is like treasury companies back in [----] front-running the BTC ETF. I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I"  
[X Link](https://x.com/Globalflows/status/2016622635346809155)  2026-01-28T21:21Z 132.1K followers, 13.9K engagements


"Here is what people dont get Once you get your trade onsides you just hold it People are going to be asking soon "Is this a good spot to buy $PURR" When you are onsides you only need to know when you're getting out not if some other person should open a new trade"  
[X Link](https://x.com/Globalflows/status/2016869772286369792)  2026-01-29T13:43Z 132.1K followers, 11.7K engagements


"The reason I am long $PURR is because it will front run the ETF it is likely going to take out leverage to get more exposure it will almost certainty be THE place for option volume on HYPE and it is the only place people with traditional brokerage accounts can get significant exposure rn. I believe there are so many future catalysts that can create a significant premium to NAV to expand. If not thats ok because the company continues to buy back stock when the price is below NAV which tells you theyre not interested in diluting shareholders (unlike many treasury companies) I AM BULLISH $PURR"  
[X Link](https://x.com/Globalflows/status/2016873063086977046)  2026-01-29T13:56Z 132.1K followers, 14.6K engagements


"Taking off the BTC long. We couldnt have resilience through FOMC and BTC continues to deviate from equities. The HYPE and PURR play continue to be significantly better bets. I am neutral on Bitcoin from here and focusing on PURR HYPE and other macro trades until the positioning picture changes. https://twitter.com/i/web/status/2016942942020378818 https://twitter.com/i/web/status/2016942942020378818"  
[X Link](https://x.com/Globalflows/status/2016942942020378818)  2026-01-29T18:34Z 131.6K followers, 27.1K engagements


"HYPE price is based on WHERE the volume comes from So if more volume from Tradfi then its price action is not dependent on Bitcoin Welcome to the new endgame"  
[X Link](https://x.com/Globalflows/status/2016970921106612388)  2026-01-29T20:25Z 131.6K followers, 17.2K engagements


"You get paid to hold risk Nothing has changed in my thesis It is today's like today for why you want to be onsides in a trade so you have a cushion to accept more volatility and not drawdown on principle This is why I pitched $PURR to paid subscribers when it was at $3 and at a 40% discount to NAV Next report will be sent out here: https://www.capitalflowsresearch.com/subscribe I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you"  
[X Link](https://x.com/Globalflows/status/2017309907243172132)  2026-01-30T18:52Z 132.1K followers, 17.2K engagements


"Kevin Warsh Will Engineer the Fed's Regime ChangeAnd Reshape the AI Arms Race https://www.capitalflowsresearch.com/p/kevin-warsh-will-engineer-the-feds https://www.capitalflowsresearch.com/p/kevin-warsh-will-engineer-the-feds"  
[X Link](https://x.com/Globalflows/status/2017310950953791993)  2026-01-30T18:56Z 131.6K followers, [----] engagements


"Kevin Warsh actually understands AI This is a massive edge for the United States I think Warsh will be the best Fed Chair in history. He understands the system better than anyone else. With Warsh at the Fed and Bessent at the Treasury we have the dream team"  
[X Link](https://x.com/Globalflows/status/2017346572695310521)  2026-01-30T21:17Z 131.8K followers, 25.8K engagements


"Kevin Warsh is not going to narrow the inequality gap because its part of a larger structural reality with the dollars reserve currency status and global trade. He knows this tho and prolly understand the global flows system better than anyone https://t.co/nlPI4167UR https://t.co/nlPI4167UR"  
[X Link](https://x.com/Globalflows/status/2018058874436387118)  2026-02-01T20:28Z 132K followers, 44.8K engagements


"$UBER could go out of business overnight if autonomous vehicles are realized through $TLSA this year (full livestream link is in the article below for paid subscribers)"  
[X Link](https://x.com/Globalflows/status/2018123079134974136)  2026-02-02T00:43Z 132.1K followers, 10.6K engagements


"Could this cause Uber to go to zero If Tesla launches unsupervised full self-driving by June of this year how does that reverberate across consumer spending What happens if Optimas robots by Tesla take the largest expense at fast food restaurants (labor) out of the equation Could Mcdonalds get even cheaper These were all narratives in [----] but are now on the edge of becoming a reality yet no one really appreciates them. This type of change can cause equity rotations similar to COVID where equity long-short position gets unwound every quarter cause so many idiosyncratic things are taking"  
[X Link](https://x.com/Globalflows/status/2018173235066724806)  2026-02-02T04:02Z 132K followers, 14.2K engagements


"Now HYPE is gonna take market share from all the prediction markets. Thanks for playing My largest bet right now laid out in my pinned tweet HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for applications such as prediction markets and bounded options-like instruments. There has been HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for"  
[X Link](https://x.com/Globalflows/status/2018330060462449028)  2026-02-02T14:25Z 132K followers, 31.4K engagements


"$PURR is my largest bet right now It is the one stop place to buy HYPE if you have a brokerage account. I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link"  
[X Link](https://x.com/Globalflows/status/2018331597280600086)  2026-02-02T14:32Z 132.1K followers, 14.5K engagements


"HOLDING $PURR long Ill be publishing an updated report on HYPE today and also my next big bet You can join here: https://www.capitalflowsresearch.com/subscribe I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX https://www.capitalflowsresearch.com/subscribe I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace"  
[X Link](https://x.com/Globalflows/status/2018334653359497524)  2026-02-02T14:44Z 132.1K followers, 21.3K engagements


"HOOD is cooked in this next cycle One is either expensive or one is extremely cheap. https://t.co/i6rer12fP4 One is either expensive or one is extremely cheap. https://t.co/i6rer12fP4"  
[X Link](https://x.com/Globalflows/status/2018392900388941979)  2026-02-02T18:35Z 131.1K followers, 86.5K engagements


"60% higher in $PURR if we trade at a 100% premium to NAV Given the structure of the flows of capital this is not unreasonable We are still at a very low premium to nav in $PURR People have no clue about the regulatory arbitrage that exists https://t.co/O6m0xFdtrW We are still at a very low premium to nav in $PURR People have no clue about the regulatory arbitrage that exists https://t.co/O6m0xFdtrW"  
[X Link](https://x.com/Globalflows/status/2018408210290671945)  2026-02-02T19:36Z 132.1K followers, 10.9K engagements


"BREAKING: Hyperliquid Strategies (HYPE treasury company) $PURR hits ATH as it outperforms the HYPE token"  
[X Link](https://x.com/Globalflows/status/2018413921468903904)  2026-02-02T19:59Z 132.1K followers, 35.9K engagements


"This chart tells you everything you need to know about which assets are differentiated Hyperliquid is creating a new establishment"  
[X Link](https://x.com/Globalflows/status/2018421681635860930)  2026-02-02T20:30Z 131.2K followers, [----] engagements


"$PURR up even more after hours I continue to hold There will be pull backs and moves that shake out weak hands I build an entire strategy around this single trade and its skewing price to the upside. When my strategy shifts I will change. For now I am holding When my strategy changes Ill publish the report here for subscribers https://www.capitalflowsresearch.com/subscribe I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were"  
[X Link](https://x.com/Globalflows/status/2018446924609937531)  2026-02-02T22:10Z 132.1K followers, 78.6K engagements


"Software already in a bear market with hardware remaining resilient. So it depends how the market recognizes it or pulls liquidity from which sector. Wouldnt be surprise of Musk had something to do with Jensens recent comments about OpenAI and he bankrupts them just to acquire them https://twitter.com/i/web/status/2018450138101063929 https://twitter.com/i/web/status/2018450138101063929"  
[X Link](https://x.com/Globalflows/status/2018450138101063929)  2026-02-02T22:23Z 131K followers, 22.1K engagements


"Hyperliquid ironically Hyperliquid. ironically Hyperliquid"  
[X Link](https://x.com/Globalflows/status/2018561872367395222)  2026-02-03T05:47Z 131.8K followers, 19.8K engagements


"Gm I laid out the entire update on $PURR below See pinned tweet Welcome to global macro THE BIG BET: WHY THE GAP IS WIDENING https://t.co/3MKn0F1NME THE BIG BET: WHY THE GAP IS WIDENING https://t.co/3MKn0F1NME"  
[X Link](https://x.com/Globalflows/status/2018698274484470048)  2026-02-03T14:49Z 132.1K followers, 13.2K engagements


"https://x.com/i/spaces/1BRJjgwlNQgxw https://x.com/i/spaces/1BRJjgwlNQgxw"  
[X Link](https://x.com/Globalflows/status/2018727468270768167)  2026-02-03T16:45Z 131.8K followers, 36.3K engagements


"HOLDING MY $PURR LONG Nothing has changed I believe we have much higher to go. If anything changes Ill publish a report on it on my website (link in bio) 🤝 I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire"  
[X Link](https://x.com/Globalflows/status/2018744170970849622)  2026-02-03T17:51Z 132.1K followers, 13.6K engagements


"Recording from Twitter spaces is here I covered Kevin Warsh equity market rotations how to iterate in this new world and why everyone misunderstands the current shift in the establishment https://t.co/9fxIjIKHwS https://t.co/9fxIjIKHwS"  
[X Link](https://x.com/Globalflows/status/2018744580284535020)  2026-02-03T17:53Z 131.9K followers, [----] engagements


"Bitcoin is down 6% and HYPE is barely down on the day This continues to show the shift that is underway This is why $PURR can have a higher premium because its returns are not the same as Bitcoin I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume"  
[X Link](https://x.com/Globalflows/status/2018754929889067261)  2026-02-03T18:34Z 132.1K followers, 18.6K engagements


"Warsh is about a new framework not dovish or hawkish Look at who is around Warsh and youll begin to see the path ahead (see article below where I lay this out) https://t.co/nlPI4167UR https://t.co/nlPI4167UR"  
[X Link](https://x.com/Globalflows/status/2018755810504102200)  2026-02-03T18:37Z 131.5K followers, 51.4K engagements


"@tylermacro10 I got stopped out of my bitcoin long and Ive been focused on hype and purr cause theres more informational edge there. The rotations happening are larger than the macro liquidity impulse as real rates remain elevated and fx vol is a bit elevated"  
[X Link](https://x.com/Globalflows/status/2018756134505722029)  2026-02-03T18:39Z 131.6K followers, [---] engagements


"I havent sold a single share of my $PURR Its my largest position I dont care what anyone else does or thinks. Im not here to convince you of anything. You get paid to hold risk I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I"  
[X Link](https://x.com/Globalflows/status/2018767352276648222)  2026-02-03T19:23Z 132.1K followers, 23.2K engagements


"Asset management industry and ETF wrappers are about to be disrupted love this hyperliquid vault long hype + short underperforming alts vaults are going to see a big explosion imo https://t.co/JFlGYLrelS love this hyperliquid vault long hype + short underperforming alts vaults are going to see a big explosion imo https://t.co/JFlGYLrelS"  
[X Link](https://x.com/Globalflows/status/2018813006159937862)  2026-02-03T22:25Z 132.1K followers, 36.4K engagements


"Data and capital flows over sentiment Sentiment isnt a strategy [--] months later and the number of holders didn't even 2x Literally nobody holds $HYPE You see your timeline full of it but most of them don't hold any coin The evidence is on-chain https://t.co/Cag5jfyB2A [--] months later and the number of holders didn't even 2x Literally nobody holds $HYPE You see your timeline full of it but most of them don't hold any coin The evidence is on-chain https://t.co/Cag5jfyB2A"  
[X Link](https://x.com/Globalflows/status/2018815528899682620)  2026-02-03T22:35Z 131.1K followers, 15.4K engagements


"HOOD promised change but it became the establishment No one trusts Robinhood To make outsized returns you need to bet on radical change Exceptional returns follow authentic transformation. HOOD has failed that test. $HOOD Let's talk about the Robinhood selloff. So this is confusing on multiple levels but I will try to breakdown what I think is happening. - First I discussed this in my end of year substack but I had hedged a majority of my position with deep ITM calls. The reasoning https://t.co/woSQQavY16 $HOOD Let's talk about the Robinhood selloff. So this is confusing on multiple levels"  
[X Link](https://x.com/Globalflows/status/2018848395130265712)  2026-02-04T00:45Z 132K followers, 24.9K engagements


"@WClementeIII IGV pricing all of it rn ORCL down 50% from highs"  
[X Link](https://x.com/Globalflows/status/2018875651902808351)  2026-02-04T02:33Z 130.9K followers, [----] engagements


"Nothing has changed from my thesis on the Yen Its beginning to roll over as the Nikkei bids The imminent devaluation of the Yen and its impact on your portfolio https://t.co/v7OUI5nDRH The imminent devaluation of the Yen and its impact on your portfolio https://t.co/v7OUI5nDRH"  
[X Link](https://x.com/Globalflows/status/2018888777696223548)  2026-02-04T03:26Z 131.4K followers, 13.3K engagements


"I agree with @notthreadguy here Vlad has ZERO integrity Maybe they were a first mover but that doesnt mean they will be the last man standing Threadguy reacts to Robinhood CEO Vlad going on the Nelk Boys podcast Vlad going on the Nelk Boys podcast feels dystopian. It feels like Robinhood knows theres no more money left to flow into Robinhood accounts so he has to pitch to college kids betting on sports It feels https://t.co/SPd2NSqHU9 Threadguy reacts to Robinhood CEO Vlad going on the Nelk Boys podcast Vlad going on the Nelk Boys podcast feels dystopian. It feels like Robinhood knows theres"  
[X Link](https://x.com/Globalflows/status/2018902534065447088)  2026-02-04T04:20Z 131.4K followers, 21.6K engagements


"Pretty impressive to see $ORCL leverage up so much for a big bet They just announced more debt issuance and equity dilution at the same time Jensen walks back some commitments for OpenAI. Oracle future earnings are directly linked to OpenAI which is directly linked to Jensens statements. NVDA holds a lot of bargaining power right now. Hardware is in a stance of strength. https://twitter.com/i/web/status/2018910293238440213 https://twitter.com/i/web/status/2018910293238440213"  
[X Link](https://x.com/Globalflows/status/2018910293238440213)  2026-02-04T04:51Z 132.1K followers, [----] engagements


"All roads lead to Hyperliquid Institutional players are already panic buying HYPE and PURR (Hype treasury company)"  
[X Link](https://x.com/Globalflows/status/2018911747915338181)  2026-02-04T04:57Z 132K followers, 25.1K engagements


"Nothing has changed in my thesis or positioning You get paid to hold risk $PURR as a hype treasury company can trade at a massive premium before the ETF is launched in my view. I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I"  
[X Link](https://x.com/Globalflows/status/2019058227179147462)  2026-02-04T14:39Z 132.1K followers, 30.6K engagements


"When BTC and equity indices are down but HYPE is up it tells you about their fundamentals The fundamentals are contributing more buying pressure than sector or broad beta changes. This is why it can have a higher premium because of the differentiation it provides Now connect this to $PURR (HYPE treasury company) if it holds an asset that provides this type of differentiation and it's the only way to get institutional exposure the premium to MNAV can go WAY WAY higher If you want to understand the tangible signals and datapoints for this thesis I will link the report I did below"  
[X Link](https://x.com/Globalflows/status/2019077326714351653)  2026-02-04T15:55Z 132.1K followers, 17.5K engagements


"And just a few weeks later @OpenAI is cooked Thanks for playing @sama. Im sure @elonmusk will help provide liquidity when you have to liquidate assets during bankruptcy In my experience @claudeai is significantly less woke and agreeable than @OpenAI While not holistic this makes @claudeai @OpenAI cause it creates greater differentiation Thoughts In my experience @claudeai is significantly less woke and agreeable than @OpenAI While not holistic this makes @claudeai @OpenAI cause it creates greater differentiation Thoughts"  
[X Link](https://x.com/Globalflows/status/2019080177846751433)  2026-02-04T16:06Z 131.2K followers, 11.1K engagements


"Long $PURR / Short $MSTR chart says a lot right here"  
[X Link](https://x.com/Globalflows/status/2019081454488355000)  2026-02-04T16:11Z 132.1K followers, 14.5K engagements


"OPENING NEW LONGS in XLF and XLRE Betting on a push to all-time highs as rotation continues There are much bigger bets being set up though which I will be laying out in a report today here: https://www.capitalflowsresearch.com/subscribe https://www.capitalflowsresearch.com/subscribe"  
[X Link](https://x.com/Globalflows/status/2019089122930073821)  2026-02-04T16:42Z 132K followers, 36.6K engagements


"for sure i actually have a Tesla video on my list i get what youre saying on HYPE the one thing id look at is overall volme and HIP-3 volume as a % of total both increasinng as HYPE outperforms Bitcoin Fairly significant fundamental driver that didnt happen in the past but it is trading so we never know the future for sure https://twitter.com/i/web/status/2019102488650215668 https://twitter.com/i/web/status/2019102488650215668"  
[X Link](https://x.com/Globalflows/status/2019102488650215668)  2026-02-04T17:35Z 131.4K followers, [---] engagements


"Integration HYPERLIQUID Hyperliquid meet Ripple Prime: https://t.co/RZWdbRfHoe Were now enabling institutions to access onchain derivatives liquidity through @HyperliquidX in a streamlined and secure way. Customers can also efficiently cross-margin crypto with all asset classes supported by our prime Hyperliquid meet Ripple Prime: https://t.co/RZWdbRfHoe Were now enabling institutions to access onchain derivatives liquidity through @HyperliquidX in a streamlined and secure way. Customers can also efficiently cross-margin crypto with all asset classes supported by our prime"  
[X Link](https://x.com/Globalflows/status/2019107461639335980)  2026-02-04T17:55Z 131.3K followers, 14.7K engagements


"Bitcoin Maxis: when the price goes down you can buy more for less USD Every normal person: but I dont have any more USD Bitcoin Maxi: wow youre so dumb for being poor you should buy bitcoin ****repeat until engagement farming goes to zero"  
[X Link](https://x.com/Globalflows/status/2019114481033576850)  2026-02-04T18:23Z 131.8K followers, 17.9K engagements


"Kinda wild that @AnthropicAI never even mentioned @OpenAI or @sama in their funny videos but then immediately Sam projects and assumes it's about him Like dude you're just proving the entire point Lesson there First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for"  
[X Link](https://x.com/Globalflows/status/2019282662293385708)  2026-02-05T05:31Z 132.1K followers, 15.6K engagements


"100% agree When AI is changing productivity in the market the ROI hurdle increases for digital products software and blockchains I'd rather this did not go viral but some of my final thoughts. Market is coming to the slow realisation that majority of the assets traded are indeed going to continually bleed. They have no product-market fit no investor rights and are subject to predatory listings and I'd rather this did not go viral but some of my final thoughts. Market is coming to the slow realisation that majority of the assets traded are indeed going to continually bleed. They have no"  
[X Link](https://x.com/Globalflows/status/2019489406307168464)  2026-02-05T19:12Z 132K followers, 19.3K engagements


"The Bitcoin sell off is directly linked with the rotation of risk assets If you are trying to understand these flows and how to take advantage of them watch this short video Software: The Trade That's Fooling Everyone https://t.co/0Nsedlv40Y Software: The Trade That's Fooling Everyone https://t.co/0Nsedlv40Y"  
[X Link](https://x.com/Globalflows/status/2019491186034241780)  2026-02-05T19:19Z 131.9K followers, 21.5K engagements


"@dschamis @HyperliquidX @HypeStrat @BloombergTV @crypto Hyperliquid $PURR"  
[X Link](https://x.com/Globalflows/status/2019502989699096750)  2026-02-05T20:06Z 132.1K followers, [---] engagements


"Don't lose perspective about God's calling Titus 2:11-14 [--] For the grace of God has appeared bringing salvation to all people [--] instructing us to deny ungodliness and worldly desires and to live sensibly righteously and in a godly manner in the present age [--] looking for the blessed hope and the appearing of the glory of our great God and Savior Christ Jesus [--] who gave Himself for us to redeem us from every lawless deed and to purify for Himself a people for His own possession eager for good deeds"  
[X Link](https://x.com/Globalflows/status/2019521368514281929)  2026-02-05T21:19Z 131.8K followers, [----] engagements


"Since HYPE was listed on Coinbase we haven't had a sell-the-news event yet Will the listing of HYPE on Coinbase cause a pump or be a sell-the-news event First we have all known this type of event would take place and maybe there is a marginal premium in the price. The bigger question you need to ask is HOW MUCH of the recent HYPE rally is due to https://t.co/QMD0ves83E Will the listing of HYPE on Coinbase cause a pump or be a sell-the-news event First we have all known this type of event would take place and maybe there is a marginal premium in the price. The bigger question you need to ask"  
[X Link](https://x.com/Globalflows/status/2019555310814523522)  2026-02-05T23:34Z 131.9K followers, 16.9K engagements


"Gm I laid out all of my views and the specific stocks ive picked in the report linked to this video when volatility ensues provide liquidity Software: The Trade That's Fooling Everyone https://t.co/0Nsedlv40Y Software: The Trade That's Fooling Everyone https://t.co/0Nsedlv40Y"  
[X Link](https://x.com/Globalflows/status/2019775470561112295)  2026-02-06T14:09Z 131.8K followers, [----] engagements


"Also see this report: https://www.capitalflowsresearch.com/p/the-big-bet-why-the-gap-is-widening https://www.capitalflowsresearch.com/p/the-big-bet-why-the-gap-is-widening"  
[X Link](https://x.com/Globalflows/status/2019795465190171086)  2026-02-06T15:28Z 132K followers, [----] engagements


"it doesnt matter until it does The assistance fund has just exceeded [----] million $HYPE repurchased which are therefore burned forever. https://t.co/SUi64VN0lb The assistance fund has just exceeded [----] million $HYPE repurchased which are therefore burned forever. https://t.co/SUi64VN0lb"  
[X Link](https://x.com/Globalflows/status/2019823757909717135)  2026-02-06T17:21Z 132.1K followers, 15.8K engagements


"I guess HYPE getting added to Coinbase wasnt a sell-the-news event Will the listing of HYPE on Coinbase cause a pump or be a sell-the-news event First we have all known this type of event would take place and maybe there is a marginal premium in the price. The bigger question you need to ask is HOW MUCH of the recent HYPE rally is due to https://t.co/QMD0ves83E Will the listing of HYPE on Coinbase cause a pump or be a sell-the-news event First we have all known this type of event would take place and maybe there is a marginal premium in the price. The bigger question you need to ask is HOW"  
[X Link](https://x.com/Globalflows/status/2019824742023446718)  2026-02-06T17:25Z 132.1K followers, 14.1K engagements


"All of the book recommendations I have regarding macro are in a single place: https://www.capitalflowsresearch.com/p/research-synthesis-direction-of-capital https://www.capitalflowsresearch.com/p/research-synthesis-direction-of-capital"  
[X Link](https://x.com/Globalflows/status/1971980513499115600)  2025-09-27T16:49Z 132.1K followers, 216.3K engagements


"People have no clue the shift that took place The crypto establishment focused on dollar devaluation and getting crypto into tradfi when the actual solution was getting tradfi onto crypto Welcome to global macro The @felixprotocol project announces that they will release spot stocks on Hyperliquid with access to over [---] US pairs. https://t.co/AKeZujjBso The @felixprotocol project announces that they will release spot stocks on Hyperliquid with access to over [---] US pairs. https://t.co/AKeZujjBso"  
[X Link](https://x.com/Globalflows/status/2016202784820101229)  2026-01-27T17:32Z 132.1K followers, 21.3K engagements


"$PURR is THE way US-based investors can front-run the wall of capital coming for HYPERLIQUID (I linked all the analyses below)"  
[X Link](https://x.com/Globalflows/status/2016566938638700820)  2026-01-28T17:39Z 132.1K followers, 12.9K engagements


"Nothing has changed in my $PURR thesis We are down on the day but back at a low valuation relative to NAV Large players are going to keep using days like this to get their fill This is exactly what we want to see As a reminder $MSTR traded at an almost 400% premium to NAV at its extreme. This would not be unrealistic since HYPE is producing way more free cash flow than BTC or $MSTR If you want to understand this see the thread below and the video I did explaining my thesis I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on"  
[X Link](https://x.com/Globalflows/status/2016936757661720892)  2026-01-29T18:09Z 132.1K followers, 35.1K engagements


"Game changer video if youre a trader Invisible Mistakes Sabotaging Your Trading Results https://t.co/pw2kTv5B5F Invisible Mistakes Sabotaging Your Trading Results https://t.co/pw2kTv5B5F"  
[X Link](https://x.com/Globalflows/status/2016944557242589576)  2026-01-29T18:40Z 132.1K followers, 72.3K engagements


"http://x.com/i/article/2017311260208160768 http://x.com/i/article/2017311260208160768"  
[X Link](https://x.com/Globalflows/status/2017313557298479399)  2026-01-30T19:06Z 132.1K followers, 855.8K engagements


"People still missing the Warsh + Palantir connection https://t.co/nlPI4167UR https://t.co/nlPI4167UR"  
[X Link](https://x.com/Globalflows/status/2017335680800891152)  2026-01-30T20:34Z 132.1K followers, 194.9K engagements


"HYPE is a safe haven when Bitcoin is falling because it actually benefits from volatility Bitcoin is NOT antifragile Once people realize this new nature of the flows in the system they will put a much larger premium on $PURR I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi"  
[X Link](https://x.com/Globalflows/status/2017741816301555961)  2026-01-31T23:28Z 132.1K followers, 26K engagements


"http://x.com/i/article/2018090375693660160 http://x.com/i/article/2018090375693660160"  
[X Link](https://x.com/Globalflows/status/2018096057121656899)  2026-02-01T22:56Z 132.1K followers, 146.3K engagements


"This is what Druckenmiller thinks about Kevin Warsh This is setting the stage for a much bigger change (see article linked below) https://t.co/nlPI4167UR https://t.co/nlPI4167UR"  
[X Link](https://x.com/Globalflows/status/2018173643566764503)  2026-02-02T04:04Z 132.1K followers, 384.1K engagements


"We are still at a very low premium to nav in $PURR People have no clue about the regulatory arbitrage that exists I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will"  
[X Link](https://x.com/Globalflows/status/2018407592540897648)  2026-02-02T19:34Z 132.1K followers, 39.4K engagements


"Nikkei is making an all time high while the Russell is outperforming software and youre bearish Ill be publishing a video and connected report on this today for subscribers (link in bio)"  
[X Link](https://x.com/Globalflows/status/2019057715163664567)  2026-02-04T14:37Z 132.1K followers, [----] engagements


"Capital always flows to the assets that bring the most disruptive change This is what we are seeing taking place $PURR and HYPE will iterate faster than $HOOD I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the"  
[X Link](https://x.com/Globalflows/status/2019070679854039463)  2026-02-04T15:28Z 132.1K followers, 13.8K engagements


"Here is the updated valuation analysis on $PURR as we are down marginally on the day We are heading into $PURR earnings which will give us clarity on the buybacks and any additional HYPE purchases they have made Nothing has changed in my thesis I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that"  
[X Link](https://x.com/Globalflows/status/2019105961768898646)  2026-02-04T17:49Z 132.1K followers, 34.5K engagements


"If you want differentiated returns you need to have differentiated views What truth do you believe that most people disagree with you on This needs to have validity independent of your own echo chamber This requires self awareness (in just as short supply as courage)"  
[X Link](https://x.com/Globalflows/status/2019113548870480138)  2026-02-04T18:19Z 132.1K followers, [----] engagements


"here we go BREAKING: COINBASE TO LIST $HYPE FOR SPOT TRADING LATER TODAY IF LIQUIDITY CONDITIONS ARE MET IN REGIONS WHERE TRADING IS SUPPORTED https://t.co/pbDXHv5EbX BREAKING: COINBASE TO LIST $HYPE FOR SPOT TRADING LATER TODAY IF LIQUIDITY CONDITIONS ARE MET IN REGIONS WHERE TRADING IS SUPPORTED https://t.co/pbDXHv5EbX"  
[X Link](https://x.com/Globalflows/status/2019467737173745755)  2026-02-05T17:46Z 132.1K followers, 16.4K engagements


"$PURR is making an all-time high against $MSTR Welcome to disruptive change Chaos shall ensue"  
[X Link](https://x.com/Globalflows/status/2019474951305150909)  2026-02-05T18:15Z 132.1K followers, 13.6K engagements


"The only way to front-run the HYPE etf in traditional markets is through $PURR treasury company"  
[X Link](https://x.com/Globalflows/status/2019475333356118507)  2026-02-05T18:16Z 132.1K followers, [----] engagements


"The fact that HYPE just outperformed Bitcoin in one of its largest liquidations is an indication of how much things are changing This is why I believe $PURR is likely to have a massive premium to NAV because of its differentiation and uncorrelated nature If we priced a higher premium in line with the greater utility $PURR provides it would easily be at the $7-$10. I explained all of this in the pinned tweet (ill link below for you) On February [--] HIP-3 reached a new all-time high in volume with $5.21 billion in trading volume. https://t.co/V6h0MjDxyS On February [--] HIP-3 reached a new all-time"  
[X Link](https://x.com/Globalflows/status/2019795265155383729)  2026-02-06T15:28Z 132.1K followers, 13.5K engagements


""Courage is far shorter in supply than genius." - Peter Thiel"  
[X Link](https://x.com/Globalflows/status/2019798679318675804)  2026-02-06T15:41Z 132.1K followers, 35K engagements


"Watch this frens Trading Is The Heroes Journey 🌿 https://t.co/7vNbYtNELM Trading Is The Heroes Journey 🌿 https://t.co/7vNbYtNELM"  
[X Link](https://x.com/Globalflows/status/2019825134690004998)  2026-02-06T17:26Z 132.1K followers, 17.7K engagements


"Big event for this week is $PURR earnings call Nothing has changed in my stance See my pinned tweet Our first earnings call has been scheduled for Feb [--] at 8am NY time. https://t.co/WsMBiUXLza https://t.co/RKko8eaZZt Our first earnings call has been scheduled for Feb [--] at 8am NY time. https://t.co/WsMBiUXLza https://t.co/RKko8eaZZt"  
[X Link](https://x.com/Globalflows/status/2020853848487661831)  2026-02-09T13:34Z 132.1K followers, 12.9K engagements


"Nothing has changed in my $PURR view Holding I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know"  
[X Link](https://x.com/Globalflows/status/2020884804007305563)  2026-02-09T15:37Z 132.1K followers, 22.2K engagements


"$PURR is my largest bet right now You get paid to hold risk Sentiment isn't a strategy People like to talk about tokens but no one likes taking the risk This is global macro I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday then you know https://t.co/S2cvAe5vTX I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I"  
[X Link](https://x.com/Globalflows/status/2020949821566353432)  2026-02-09T19:55Z 132.1K followers, 15.4K engagements


"See here https://x.com/globalflows/status/2012353879569215989s=46 https://t.co/kCDBOWcpjC https://x.com/globalflows/status/2012353879569215989s=46 https://t.co/kCDBOWcpjC"  
[X Link](https://x.com/Globalflows/status/2020988617951227929)  2026-02-09T22:30Z 132.1K followers, 10.7K engagements


"This type of price actions shows how early we are Significantly undervalued in $PURR in my view Were just compressing before a mega candle up Here is the updated valuation analysis on $PURR as we are down marginally on the day We are heading into $PURR earnings which will give us clarity on the buybacks and any additional HYPE purchases they have made Nothing has changed in my thesis https://t.co/ATAV6NTxE5 Here is the updated valuation analysis on $PURR as we are down marginally on the day We are heading into $PURR earnings which will give us clarity on the buybacks and any additional HYPE"  
[X Link](https://x.com/Globalflows/status/2019153377977143508)  2026-02-04T20:57Z 132.1K followers, 19.5K engagements


"You get paid to hold risk Risk takers are in far shorter supply than intellectuals"  
[X Link](https://x.com/Globalflows/status/2019775740372304047)  2026-02-06T14:10Z 132.1K followers, 89.3K engagements


"The step up in basis that has occurred in AI over the last [--] weeks has dramatically changed how I think about things moving forward It is not going to end well for the people who are complacent right now If you're in a recursive self-improvement loop MAYBE you'll be ok"  
[X Link](https://x.com/Globalflows/status/2021676692067307586)  2026-02-11T20:04Z 132.1K followers, 20.6K engagements


"There are so many reasons why this is a massive development for @HyperliquidX and by extension @HypeStrat (the largest treasury company) First you need to realize that anyone running sophisticated strategies with incredibly large size do not think about things as one-off trades. It is very popular in the discretionary alpha community (of which I am obviously part to some extent) to only think in single trade set ups. When you begin to think about how all of your bets are correlated or uncorrelated this begins to tell you how much leverage you can increase or need to decrease. Second for"  
[X Link](https://x.com/Globalflows/status/2021920807547441551)  2026-02-12T12:14Z 132.1K followers, 23.2K engagements


"They sold everyone a lie and then became the new establishment For years the crypto market promised to transform a broken financial system only to recreate a new establishment dominated by http://x.com/i/article/2012352833673396224 http://x.com/i/article/2012352833673396224"  
[X Link](https://x.com/Globalflows/status/2012353879569215989)  2026-01-17T02:38Z 132.1K followers, 361.9K engagements


"XLRE in the money XLF as well People were in terror last week in tech. Just download Claude code and buy dips OPENING NEW LONGS in XLF and XLRE Betting on a push to all-time highs as rotation continues There are much bigger bets being set up though which I will be laying out in a report today here: https://t.co/xOr3TDeEii https://t.co/qCE2JCngk7 OPENING NEW LONGS in XLF and XLRE Betting on a push to all-time highs as rotation continues There are much bigger bets being set up though which I will be laying out in a report today here: https://t.co/xOr3TDeEii https://t.co/qCE2JCngk7"  
[X Link](https://x.com/Globalflows/status/2020853392084513069)  2026-02-09T13:32Z 132.1K followers, 14.9K engagements


"If you don't have a Bloomberg all you need are the free models linked in the educational primers: https://www.capitalflowsresearch.com/p/research-synthesis-direction-of-capital https://www.capitalflowsresearch.com/p/research-synthesis-direction-of-capital"  
[X Link](https://x.com/Globalflows/status/2020857844690567301)  2026-02-09T13:50Z 132.1K followers, 31.6K engagements


"HYPE is significantly undervalued right now and is disrupting the entire system the disruption is reflection in its uncorrelated nature This is why my largest position is $PURR (HYPE treasury company see my pinned tweet) because it will front run the HYPE ETF When investors didnt have access to Bitcoin in their regular brokerage accounts they paid a massive premium for Bitcoin proxies until ETFs were launched. This is the same playbook except HYPE isnt driven by narratives its driven by cash flows derived from real value. You can read my report linked below on how the entire industry bought"  
[X Link](https://x.com/Globalflows/status/2020988387214360909)  2026-02-09T22:29Z 132.1K followers, 36.6K engagements


"The most important catalyst for hyperliquid took place yesterday It was the $PURR earnings call which is the largest HYPE treasury company @HypeStrat was already the largest HYPE treasury company but then they increased their holdings by 40% Follow the CEO @dschamis"  
[X Link](https://x.com/Globalflows/status/2021912800332067129)  2026-02-12T11:42Z 132.1K followers, 24.3K engagements


"@_Max____Max_"  
[X Link](https://x.com/Globalflows/status/2021931875485593713)  2026-02-12T12:58Z 132.1K followers, [---] engagements

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