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

- X Week XXXXXXXXX +37%
- X Month XXXXXXXXX +44%
- X Months XXXXXXXXXX +128%
- X Year XXXXXXXXXX +252%

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

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +121%
- X Year XXXXX +120%

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

- X Week XXXXXX +2.40%
- X Month XXXXXX +5.50%
- X Months XXXXXX +53%
- X Year XXXXXX +160%

### CreatorRank: XXXXXXX [#](/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**
[finance](/list/finance)  #4194 [cryptocurrencies](/list/cryptocurrencies)  #3910 [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [celebrities](/list/celebrities)  XXXX% [currencies](/list/currencies)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[if you](/topic/if-you) 3.79%, [liquidity](/topic/liquidity) #48, [money](/topic/money) 3.03%, [japan](/topic/japan) #3451, [geopolitical](/topic/geopolitical) #16, [carry](/topic/carry) #924, [bitcoin](/topic/bitcoin) #1931, [crypto](/topic/crypto) #2136, [bank](/topic/bank) #1869, [ton](/topic/ton) #551

**Top accounts mentioned or mentioned by**
[@trader1sz](/creator/undefined) [@modern_bazar](/creator/undefined) [@10009nyny](/creator/undefined) [@william_r2rclub](/creator/undefined) [@hucktwaine](/creator/undefined) [@lukegromen](/creator/undefined) [@reallesgoh](/creator/undefined) [@jaredkubin](/creator/undefined) [@bullmendi](/creator/undefined) [@chromehodls](/creator/undefined) [@georgje](/creator/undefined) [@tiannanzhang1](/creator/undefined) [@0x13darksoldier](/creator/undefined) [@dcmonalds](/creator/undefined) [@vandvalue](/creator/undefined) [@real_zelmo](/creator/undefined) [@gglasaugen](/creator/undefined) [@chillguybtc](/creator/undefined) [@themajorraidexi](/creator/undefined) [@lalalalala19392](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Fartcoin (FARTCOIN)](/topic/fartcoin)
### Top Social Posts
Top posts by engagements in the last XX hours

"Macro Report: A Storm Is Coming"  
[X Link](https://x.com/Globalflows/status/1993767996821787139)  2025-11-26T19:45Z 79.8K followers, 143.2K engagements


"The Storm Is Coming - The Most Important Video I'm Making All Year"  
[X Link](https://x.com/Globalflows/status/1994833329422749921)  2025-11-29T18:18Z 79.8K followers, 80.2K engagements


"These are THE TOP BOOKS I would give someone who wants to understand macro interest rates and FX: 🧵 Understanding the history of money"  
[X Link](https://x.com/Globalflows/status/1996405409083752630)  2025-12-04T02:25Z 79.8K followers, 205.2K engagements


"QT ending was already priced in This isn't the driver right now Look closer"  
[X Link](https://x.com/Globalflows/status/1995522488760197360)  2025-12-01T15:56Z 79.7K followers, 21.3K engagements


"If you understand how liquidity is functioning then you know how much risk there is from cross-border flows right now The current account (white) has gone off a cliff which is dragging capital into the US by foreigners (blue)"  
[X Link](https://x.com/Globalflows/status/1996724348162560182)  2025-12-04T23:32Z 79.8K followers, 17.5K engagements


"Global trade has created more liquidity for crypto than all the central banks combined When you realize this then you'll understand why Bitcoin rallied so much during QT Welcome to global macro"  
[X Link](https://x.com/Globalflows/status/1996725579996110999)  2025-12-04T23:37Z 79.8K followers, 12.9K engagements


"The global trade system is the most cross-collateralized portfolio in existence The problem is that there is no central bank put in place for global trade there is only geopolitical escalation Japan is at a convergence point where it is importing A TON from China and the US If you understand how this functions then you'll understand WHY JGB yields are melting up This is going to set the stage for a much larger shock in macro volatility. I will be publishing a report on this convergence tomorrow:"  
[X Link](https://x.com/Globalflows/status/1996730287636861313)  2025-12-04T23:56Z 79.8K followers, 92.5K engagements


"Not trying to bet against Kushner"  
[X Link](https://x.com/Globalflows/status/1998050129593676214)  2025-12-08T15:20Z 79.8K followers, 13.5K engagements


"Watch this before making any trades this week"  
[X Link](https://x.com/Globalflows/status/1998058742525624650)  2025-12-08T15:55Z 79.8K followers, 22.4K engagements


"BITCOIN BOTTOM SIGNALS One of the major things I laid out is that BTC needs to outperform ES and treasury companies needs to outperform BTC Notice that all the major crypto stocks are beginning to outperform BTC as we move into the close on a volatility adjusted basis. We arent at the point yet but once a bottom comes it will be in these signals + position changes"  
[X Link](https://x.com/Globalflows/status/1991598488828911670)  2025-11-20T20:04Z 79.8K followers, 59.8K engagements


"All of the intraday trading papers are here If you are trying to understand liquidity provision on a low timeframe you should read these"  
[X Link](https://x.com/Globalflows/status/1996403392076509491)  2025-12-04T02:17Z 79.8K followers, 56.1K engagements


"If you don't have a Bloomberg bookmark this tweet"  
[X Link](https://x.com/Globalflows/status/1996403465581740542)  2025-12-04T02:17Z 79.8K followers, 413.2K engagements


"Determination is probably the biggest piece of success - FaceBook Founder Mark Zuckerberg"  
[X Link](https://x.com/Globalflows/status/1996707549228552365)  2025-12-04T22:25Z 79.8K followers, 6710 engagements


"This is what I believe will happen in macro: So let me share with you the truth that very few people agree with me on: I believe we are going to see an increase in macro volatility in the next XX months that will dwarf 2022 COVID and potentially 2008 but the SOURCE of volatility will be from an orchestrated devaluation in the dollar against major currencies. Most people think that a fall in the dollar or dollar devaluation will cause risk assets to rally but this couldnt be further from the truth. I believe this is the biggest risk in markets today. Most investors once assumed mortgages were"  
[X Link](https://x.com/Globalflows/status/1996726766959054943)  2025-12-04T23:42Z 79.8K followers, 46.8K engagements


"MAIN RISK TO US EQUITIES"  
[X Link](https://x.com/Globalflows/status/1996728533528596877)  2025-12-04T23:49Z 79.8K followers, 14.6K engagements


"The entire question is HOW does this impact my portfolio and allocation decisions This is why I published a full playbook with allocation strategy and the signals for WHEN the risks are increasing"  
[X Link](https://x.com/Globalflows/status/1996734714682789942)  2025-12-05T00:13Z 79.8K followers, 2407 engagements


"All of this is going to come together tomorrow when I publish the report on the connection to Japan and the global carry trade taking place right now:"  
[X Link](https://x.com/Globalflows/status/1996734725327933592)  2025-12-05T00:13Z 79.8K followers, 8015 engagements


"GM HOLDING ES LONG HOLDING GOLD LONG HOLDING SILVER LONG HOLDING RTY LONG Everything was laid out for The Capital Flows Community The next move will be published today on the website If you don't align the structural cyclical and positioning factors you'll always be lost"  
[X Link](https://x.com/Globalflows/status/1996960990488154506)  2025-12-05T15:12Z 79.8K followers, 21.4K engagements


"The entire question moving into this week is how Powell will guide rate cut expectations for 2026 when he is only going to be around for half the year"  
[X Link](https://x.com/Globalflows/status/1997826928158654880)  2025-12-08T00:33Z 79.8K followers, 13.7K engagements


"My macro thesis is laid out here: In my view there are downside risks building for equities which is why I am currently neutral If this stance changes to bearish or back to bullish I will publish it The storm is forming on the horizon"  
[X Link](https://x.com/Globalflows/status/1998110938172711153)  2025-12-08T19:22Z 79.8K followers, 26.3K engagements


"Equity Strategy: Auto Loans Dragging Equities Lower"  
[X Link](https://x.com/Globalflows/status/1990282948583788795)  2025-11-17T04:56Z 79.6K followers, 16.6K engagements


"If people only knew how to do technical analysis on the VIX poverty would be eradicated within weeks Oh well"  
[X Link](https://x.com/Globalflows/status/1994966570091909564)  2025-11-30T03:07Z 79.7K followers, 35.2K engagements


"Markets still assume dollar weakness is bullish The truth is the source of that USD weakness determines whether you get a rally or a systemic break"  
[X Link](https://x.com/Globalflows/status/1995271310688375013)  2025-11-30T23:18Z 79.7K followers, 22.1K engagements


"When foreigners buy US assets to recycle their trade surpluses it pushes valuations higher. When that flow reverses equities fall much faster than people expect"  
[X Link](https://x.com/Globalflows/status/1995302236185063769)  2025-12-01T01:21Z 79.7K followers, 25.8K engagements


"Welcome to corporate announcement calls in 2025"  
[X Link](https://x.com/Globalflows/status/1995657982705910127)  2025-12-02T00:55Z 79.7K followers, 8735 engagements


"This is how to think about equities as they connect to real interest rates right now It will be driving a lot into the end of this week"  
[X Link](https://x.com/Globalflows/status/1995664741927436348)  2025-12-02T01:22Z 79.7K followers, 7829 engagements


"Ill be sending out an entire suite of tradingview indicators Thursday to map global macro changes Linked below"  
[X Link](https://x.com/Globalflows/status/1995946803251061194)  2025-12-02T20:02Z 79.7K followers, 24.5K engagements


"Watching how equities and bonds respond to dollar down days is critical right now Consensus doesn't want to acknowledge the dollar endgame we are in I laid out the entire playbook in the link below"  
[X Link](https://x.com/Globalflows/status/1996232660440821981)  2025-12-03T14:58Z 79.7K followers, 14.2K engagements


"CORE IDEA: No one should trust the institutional establishment If youre not intentionally structuring your information flow allocation decision and bets in life around this idea demise is inevitable"  
[X Link](https://x.com/Globalflows/status/1996343834842988627)  2025-12-03T22:20Z 79.6K followers, 35.8K engagements


"Just learn at a faster pace than everyone else This allows you to share more than everyone else"  
[X Link](https://x.com/Globalflows/status/1996404500710735909)  2025-12-04T02:21Z 79.7K followers, 9737 engagements


"None of this is going to end well Fear is on the horizon"  
[X Link](https://x.com/Globalflows/status/1996714052446548361)  2025-12-04T22:51Z 79.7K followers, 10.5K engagements


"@vandvalue @Tyler_Neville_ lol no way its billions"  
[X Link](https://x.com/Globalflows/status/1997003757280968991)  2025-12-05T18:02Z 79.6K followers, XXX engagements


"One of the best interviews I've recorded was with @JaredKubin yesterday Check out the new release on the website. This tool doesn't exist anywhere else on the internet:"  
[X Link](https://x.com/Globalflows/status/1996664195388150144)  2025-12-04T19:33Z 79.7K followers, 31.6K engagements


"What important truths do very few people agree with you on Why does all this matter Well because a lot of financial models now assume incorrectly I think that the dollar will rally in the event of future financial instabilitysay a selloff in U.S. equities or credit. That makes it easier for investors to continue to hold dollar assets unhedged. The logic of the argument goes a bit like thissure my fund is very overweight U.S. financial assets because of the dominance of the U.S. in global equity indexes right now but that risk is partially offset by the natural hedge provided by the dollar as"  
[X Link](https://x.com/Globalflows/status/1996726083593687105)  2025-12-04T23:39Z 79.7K followers, 7164 engagements


"This is the reason sentiment isnt a strategy"  
[X Link](https://x.com/Globalflows/status/1994531348531614112)  2025-11-28T22:18Z 79.7K followers, 20.6K engagements


"People who think the Yen carry trade is sending US mortgage rates higher are absolutely cooked They are the uninformed money. We need someone on the other side of the trade tho so always give thanks 🤲"  
[X Link](https://x.com/Globalflows/status/1996323774518686088)  2025-12-03T21:00Z 79.7K followers, 12.6K engagements


"When the selling pressure finally comes it will be insane The microstructure of the market won't be able to handle it Not there yet tho The storm is on the horizon tho"  
[X Link](https://x.com/Globalflows/status/1996403797145616685)  2025-12-04T02:18Z 79.7K followers, 124.6K engagements


"The Storm Is Coming - The Most Important Video I'm Making All Year -"  
[X Link](https://x.com/Globalflows/status/1995302784883990837)  2025-12-01T01:23Z 79.7K followers, 88.9K engagements


"There is way to much misinformation about Japan and the carry trade going around right now Im going to share my entire Japan trading playbook this Friday If this tweet gets 1k likes Ill make it free for everyone 🤝 Run it hot frens 🫡"  
[X Link](https://x.com/Globalflows/status/1996322787405987851)  2025-12-03T20:56Z 79.8K followers, 34.8K engagements


"People fail in trading because they don't do this"  
[X Link](https://x.com/Globalflows/status/1996403605562400996)  2025-12-04T02:18Z 79.8K followers, 73.1K engagements


"Watch real rates here it is a critical factor moving into FOMC"  
[X Link](https://x.com/Globalflows/status/1996404136599076966)  2025-12-04T02:20Z 79.7K followers, 7399 engagements


"The moment that Trump takes office (red arrow) the DXY begins to fall and this is only the beginning"  
[X Link](https://x.com/Globalflows/status/1996727056437334043)  2025-12-04T23:43Z 79.8K followers, 17.8K engagements


"I also included an entire interest rate and FX strategy guide since crossborder liquidity is directly linked with interest rates. Why Because interest rates and the currency are two sides to the same coin NOT two separate markets:"  
[X Link](https://x.com/Globalflows/status/1996734717878776261)  2025-12-05T00:13Z 79.7K followers, 1871 engagements


"None of this will end well Fear is on the horizon When my strategy flips bearish I will publish it here:"  
[X Link](https://x.com/Globalflows/status/1996734728339444040)  2025-12-05T00:13Z 79.8K followers, 5184 engagements


"The forms of capital are changing in the system While everyone is complaining about not having assets few are focusing on building informational and social capital There is never a point in time where its optimal to become successful"  
[X Link](https://x.com/Globalflows/status/1997770595543736656)  2025-12-07T20:50Z 79.8K followers, 10.2K engagements


"@BitwiseInvest Imagine not being long fartcoin"  
[X Link](https://x.com/Globalflows/status/1998106269606203672)  2025-12-08T19:03Z 79.8K followers, 2077 engagements


"@Vince_R_Jansen The quantity of money with inflation in the economy can rise which will be reflected in CPI and the quantity of money in financial markets can rise reflected in capital moving out the risk curve/valuation expansion I guess it would depend what specific youre refering too"  
[X Link](https://x.com/Globalflows/status/1998115679258771472)  2025-12-08T19:41Z 79.7K followers, XXX engagements