[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.] #  @JZ281C 1JZ 1JZ posts on X about china, india, balance sheet, bank 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::1830430654674157568/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +116% - X Year XXXXXXXXX +1,171% ### Mentions: XX [#](/creator/twitter::1830430654674157568/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX -XX% - X Year XXXXX +260% ### Followers: XXXXX [#](/creator/twitter::1830430654674157568/followers)  - X Week XXXXX +0.42% - X Month XXXXX +5.10% - X Months XXXXX +57% - X Year XXXXX +537% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1830430654674157568/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXX% [gaming](/list/gaming) XXXX% **Social topic influence** [china](/topic/china) 11.43%, [india](/topic/india) 5.71%, [balance sheet](/topic/balance-sheet) 2.86%, [bank](/topic/bank) #2404, [guam](/topic/guam) #166, [pakistan](/topic/pakistan) 2.86%, [ai](/topic/ai) 1.43%, [mongolia](/topic/mongolia) 1.43%, [6 months](/topic/6-months) 1.43%, [congo](/topic/congo) XXXX% **Top accounts mentioned or mentioned by** [@jk99928789839](/creator/undefined) [@jsnorzy](/creator/undefined) [@antimatterswx](/creator/undefined) [@teortaxestex](/creator/undefined) [@ijkta1619](/creator/undefined) [@bennikim](/creator/undefined) [@vmaxpax](/creator/undefined) [@sineadeul](/creator/undefined) [@gildedcoprolite](/creator/undefined) [@hindookissinger](/creator/undefined) [@manojzxc](/creator/undefined) [@yieldsearcher](/creator/undefined) [@poseidonp8](/creator/undefined) [@amcking1971](/creator/undefined) [@sebasmatic](/creator/undefined) [@mlppxy9alm](/creator/undefined) [@tas1bora](/creator/undefined) [@shazcoder](/creator/undefined) [@rtsgnews](/creator/undefined) [@lostsanityxvx](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "@JSnorzy @AntiMattersWX Evergrande was just as reckless with over expansion as the AI hyperscalers today. There was completely confidence in near term global domination" [X Link](https://x.com/JZ281C/status/1996861680241070544) 2025-12-05T08:38Z 5232 followers, XXX engagements "My calculation is that bringing agricultural work force down to X% of population (-175M) automating long haul trucking (-20M) improving construction labor efficiency by 4x vs today (-45M) will be enough to offset 240M workers vs projected -239M by 2050 vs 2024" [X Link](https://x.com/JZ281C/status/1997683787510223089) 2025-12-07T15:05Z 5231 followers, 29.2K engagements "I just like the name M23. Not named after a person idea animal or geographic region. An army named after a day of the year. Congo is getting its ass kicked by March 23.🤣" [X Link](https://x.com/JZ281C/status/1998167078067646613) 2025-12-08T23:05Z 5231 followers, 1649 engagements "Savings don't constrain anything at individual level the constraints are imposed by regulatory rules at individual level. Savings constrain at the systemic level. The regulatory rules are designed to prevent individual balance sheet overexpansion from blowing up the system" [X Link](https://x.com/JZ281C/status/1998266005546786927) 2025-12-09T05:38Z 5231 followers, 1932 engagements "The reason why banks are special compared to other types of enterprises is that they are able to take financial risk many multiples of their equity capital" [X Link](https://x.com/JZ281C/status/1998267628675084800) 2025-12-09T05:45Z 5231 followers, XXX engagements "@teortaxesTex The right time to stimulate consumption is toward the end of this process of balance sheet repair" [X Link](https://x.com/JZ281C/status/1994049339816366436) 2025-11-27T14:23Z 5234 followers, XXX engagements "@teortaxesTex The big problem with CNY rising right now is real estate have not been fully deflated yet. CN housing is still somewhat overpriced and a XX% appreciation in CNY will make CN housing even more overpriced on a global basis" [X Link](https://x.com/JZ281C/status/1994049675972813290) 2025-11-27T14:24Z 5234 followers, 4874 engagements "This is a really big deal. Vanke was widely assumed to be too big/important to fail. The central government have now decisively invalidated the idea of too big to fail. There is no such thing as too big to fail in China. People who bet on too big to fail will now lose money" [X Link](https://x.com/JZ281C/status/1994055189792170302) 2025-11-27T14:46Z 5231 followers, 65.5K engagements "@hindookissinger Equinor used to be called Statoil. Norway nationalized oil wealth and built a giant SWF from that" [X Link](https://x.com/JZ281C/status/1995209340555509940) 2025-11-30T19:12Z 5232 followers, 2001 engagements "@JK99928789839 SSNs are useless in the shallow waters of East China Sea. Over 3/4 is 200m. China has only X foreign military base US has a ton of bases from Guam to the Gulf that will be easy pickings for CN forces" [X Link](https://x.com/JZ281C/status/1995715187383419294) 2025-12-02T04:42Z 5232 followers, XXX engagements "@JK99928789839 Logistically the US can't win a total war in Asia against China. At best it can do a blockade starting from Guam" [X Link](https://x.com/JZ281C/status/1995717654837887036) 2025-12-02T04:52Z 5232 followers, XXX engagements "@JK99928789839 No world will split into spheres of influence. Asia will belong to China Eastern Europe to Russia Western Hemisphere to US" [X Link](https://x.com/JZ281C/status/1995717911592239180) 2025-12-02T04:53Z 5231 followers, XXX engagements "@JK99928789839 In a total war US bases in Middle East will be gone. Those countries will trade oil in CNY" [X Link](https://x.com/JZ281C/status/1995718314329252030) 2025-12-02T04:54Z 5231 followers, XXX engagements "@teortaxesTex Material and consumables are only around a quarter of the cost of semiconductor manufacturing. Labor is around 10%. XX% is depreciation + mask" [X Link](https://x.com/JZ281C/status/1996714238363267564) 2025-12-04T22:52Z 5231 followers, XXX engagements "In 1950 the US had 20000 tons of monetary gold + a trade surplus backing the USD so it could get away with irresponsible monetary policy for a while" [X Link](https://x.com/JZ281C/status/1996746788423024788) 2025-12-05T01:01Z 5232 followers, XXX engagements "Trying to inflate away bonds today will destroy the balance sheets of pensions and insurance companies. Inflation indexed pensions and insurance companies have liabilities that go up with inflation but most of their assets are long duration fixed income" [X Link](https://x.com/JZ281C/status/1996750373294412280) 2025-12-05T01:16Z 5231 followers, 1359 engagements "@JSnorzy @AntiMattersWX The view back in 2017 was that cash is trash. The world rewards the most daring and starve the cowards. Everything was about betting big and winning big" [X Link](https://x.com/JZ281C/status/1996860554506567744) 2025-12-05T08:33Z 5231 followers, XXX engagements "@JSnorzy @AntiMattersWX Instead of letting CNY appreciate hard versus USD a better alternative is to inflate prices and wages in CNY terms. This is a less painful way to improve the affordability of housing" [X Link](https://x.com/JZ281C/status/1996864714618585333) 2025-12-05T08:50Z 5234 followers, XXX engagements "@JSnorzy @AntiMattersWX The big problem is that houses are too expensive while everything else is too cheap. Real estate has fallen by around XX% already. It would be too painful to resolve the real estate affordability issue completely with deflation" [X Link](https://x.com/JZ281C/status/1996865046547497316) 2025-12-05T08:51Z 5233 followers, XXX engagements "@Observer_124 @tphuang The problem with small is cruising range. Unless it is nuclear powered it will be difficult to project power with small drones" [X Link](https://x.com/JZ281C/status/1997397126985228466) 2025-12-06T20:05Z 5231 followers, XXX engagements "@Poseidonp8_ If you look at Desert Storm with NATO vs Saddam K/D ratio 100-150:1. Once India runs out of imported military equipment which are not attritionable in a real war it is basically a lower tier Cold War era force" [X Link](https://x.com/JZ281C/status/1997452285228818609) 2025-12-06T23:45Z 5232 followers, XXX engagements "@Poseidonp8_ Once you take out the 30ish Rafale India is basically a bigger Saddam era Iraq. The air force is mostly XX year old Russian tech. India's present air force is X generation better than Saddam's in 1990 while China is XXX generations better than what the US had in 1990" [X Link](https://x.com/JZ281C/status/1997453857144918243) 2025-12-06T23:51Z 5232 followers, XXX engagements "@amcking1971 This is the problem for India. Pakistan already don't have NFU and India hit core PK territory. India have similar nuclear capability as Pakistan while China have far superior ABM capability relative to India" [X Link](https://x.com/JZ281C/status/1997462025736437779) 2025-12-07T00:23Z 5231 followers, XXX engagements "@amcking1971 Based on observed outcomes China hitting New Delhi is less risky than India hitting Pakistan Punjab. China have way more strategic depth relative to India's nuclear launch sites than India has relative to Pakistan way more nuclear counter-strike capacity and way better ABM" [X Link](https://x.com/JZ281C/status/1997462549357555887) 2025-12-07T00:25Z 5231 followers, XXX engagements "A dynamic similar to CV vs BB of 1930s is playing out today with CV vs DDG as the primary naval strike platform. DDG-launched long range hypersonic missiles clearly possess superior range penetration capability and speed to target compared to naval strike aircraft" [X Link](https://x.com/JZ281C/status/1997892623709749605) 2025-12-08T04:54Z 5231 followers, 3162 engagements "Bad loans beyond equity capital will have to be paid for by savings of other people. What really constrains individual bank balance sheets is the desire of rest of society to not want their savings to pay for lending mistakes" [X Link](https://x.com/JZ281C/status/1998269840289915149) 2025-12-09T05:53Z 5231 followers, XXX engagements "@foam_boat @teortaxesTex No. Coal is increasingly being diverted to petrochemicals in China as power generation demand falls. Coal is much cheaper than oil as petrochem feedstock" [X Link](https://x.com/JZ281C/status/1997693347029508508) 2025-12-07T15:43Z 5231 followers, 4382 engagements "We also use carbon steel rebar for ferroconcrete structures instead of stainless steel for cost reasons. Yet rebar corrosion severely shorten ferroconcrete structure lifetimes. Using stainless rebars would increase lifetimes by 5-20x relative to carbon steel" [X Link](https://x.com/JZ281C/status/1997716429634953476) 2025-12-07T17:14Z 5231 followers, XXX engagements "@TedinAngryMode @Mont_Jiang This is the big question. Everyone knows that a stock market crash will be economically catastrophic question is will the government really just pump forever and let cash become trash" [X Link](https://x.com/JZ281C/status/1998489931199480164) 2025-12-09T20:28Z 5231 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.]
@JZ281C 1JZ
1JZ posts on X about china, india, balance sheet, bank the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +116%
- X Year XXXXXXXXX +1,171%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX +260%
Followers: XXXXX #
- X Week XXXXX +0.42%
- X Month XXXXX +5.10%
- X Months XXXXX +57%
- X Year XXXXX +537%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence countries XXXXX% finance XXXXX% currencies XXXX% gaming XXXX%
Social topic influence china 11.43%, india 5.71%, balance sheet 2.86%, bank #2404, guam #166, pakistan 2.86%, ai 1.43%, mongolia 1.43%, 6 months 1.43%, congo XXXX%
Top accounts mentioned or mentioned by @jk99928789839 @jsnorzy @antimatterswx @teortaxestex @ijkta1619 @bennikim @vmaxpax @sineadeul @gildedcoprolite @hindookissinger @manojzxc @yieldsearcher @poseidonp8 @amcking1971 @sebasmatic @mlppxy9alm @tas1bora @shazcoder @rtsgnews @lostsanityxvx
Top Social Posts
Top posts by engagements in the last XX hours
"@JSnorzy @AntiMattersWX Evergrande was just as reckless with over expansion as the AI hyperscalers today. There was completely confidence in near term global domination"
X Link 2025-12-05T08:38Z 5232 followers, XXX engagements
"My calculation is that bringing agricultural work force down to X% of population (-175M) automating long haul trucking (-20M) improving construction labor efficiency by 4x vs today (-45M) will be enough to offset 240M workers vs projected -239M by 2050 vs 2024"
X Link 2025-12-07T15:05Z 5231 followers, 29.2K engagements
"I just like the name M23. Not named after a person idea animal or geographic region. An army named after a day of the year. Congo is getting its ass kicked by March 23.🤣"
X Link 2025-12-08T23:05Z 5231 followers, 1649 engagements
"Savings don't constrain anything at individual level the constraints are imposed by regulatory rules at individual level. Savings constrain at the systemic level. The regulatory rules are designed to prevent individual balance sheet overexpansion from blowing up the system"
X Link 2025-12-09T05:38Z 5231 followers, 1932 engagements
"The reason why banks are special compared to other types of enterprises is that they are able to take financial risk many multiples of their equity capital"
X Link 2025-12-09T05:45Z 5231 followers, XXX engagements
"@teortaxesTex The right time to stimulate consumption is toward the end of this process of balance sheet repair"
X Link 2025-11-27T14:23Z 5234 followers, XXX engagements
"@teortaxesTex The big problem with CNY rising right now is real estate have not been fully deflated yet. CN housing is still somewhat overpriced and a XX% appreciation in CNY will make CN housing even more overpriced on a global basis"
X Link 2025-11-27T14:24Z 5234 followers, 4874 engagements
"This is a really big deal. Vanke was widely assumed to be too big/important to fail. The central government have now decisively invalidated the idea of too big to fail. There is no such thing as too big to fail in China. People who bet on too big to fail will now lose money"
X Link 2025-11-27T14:46Z 5231 followers, 65.5K engagements
"@hindookissinger Equinor used to be called Statoil. Norway nationalized oil wealth and built a giant SWF from that"
X Link 2025-11-30T19:12Z 5232 followers, 2001 engagements
"@JK99928789839 SSNs are useless in the shallow waters of East China Sea. Over 3/4 is 200m. China has only X foreign military base US has a ton of bases from Guam to the Gulf that will be easy pickings for CN forces"
X Link 2025-12-02T04:42Z 5232 followers, XXX engagements
"@JK99928789839 Logistically the US can't win a total war in Asia against China. At best it can do a blockade starting from Guam"
X Link 2025-12-02T04:52Z 5232 followers, XXX engagements
"@JK99928789839 No world will split into spheres of influence. Asia will belong to China Eastern Europe to Russia Western Hemisphere to US"
X Link 2025-12-02T04:53Z 5231 followers, XXX engagements
"@JK99928789839 In a total war US bases in Middle East will be gone. Those countries will trade oil in CNY"
X Link 2025-12-02T04:54Z 5231 followers, XXX engagements
"@teortaxesTex Material and consumables are only around a quarter of the cost of semiconductor manufacturing. Labor is around 10%. XX% is depreciation + mask"
X Link 2025-12-04T22:52Z 5231 followers, XXX engagements
"In 1950 the US had 20000 tons of monetary gold + a trade surplus backing the USD so it could get away with irresponsible monetary policy for a while"
X Link 2025-12-05T01:01Z 5232 followers, XXX engagements
"Trying to inflate away bonds today will destroy the balance sheets of pensions and insurance companies. Inflation indexed pensions and insurance companies have liabilities that go up with inflation but most of their assets are long duration fixed income"
X Link 2025-12-05T01:16Z 5231 followers, 1359 engagements
"@JSnorzy @AntiMattersWX The view back in 2017 was that cash is trash. The world rewards the most daring and starve the cowards. Everything was about betting big and winning big"
X Link 2025-12-05T08:33Z 5231 followers, XXX engagements
"@JSnorzy @AntiMattersWX Instead of letting CNY appreciate hard versus USD a better alternative is to inflate prices and wages in CNY terms. This is a less painful way to improve the affordability of housing"
X Link 2025-12-05T08:50Z 5234 followers, XXX engagements
"@JSnorzy @AntiMattersWX The big problem is that houses are too expensive while everything else is too cheap. Real estate has fallen by around XX% already. It would be too painful to resolve the real estate affordability issue completely with deflation"
X Link 2025-12-05T08:51Z 5233 followers, XXX engagements
"@Observer_124 @tphuang The problem with small is cruising range. Unless it is nuclear powered it will be difficult to project power with small drones"
X Link 2025-12-06T20:05Z 5231 followers, XXX engagements
"@Poseidonp8_ If you look at Desert Storm with NATO vs Saddam K/D ratio 100-150:1. Once India runs out of imported military equipment which are not attritionable in a real war it is basically a lower tier Cold War era force"
X Link 2025-12-06T23:45Z 5232 followers, XXX engagements
"@Poseidonp8_ Once you take out the 30ish Rafale India is basically a bigger Saddam era Iraq. The air force is mostly XX year old Russian tech. India's present air force is X generation better than Saddam's in 1990 while China is XXX generations better than what the US had in 1990"
X Link 2025-12-06T23:51Z 5232 followers, XXX engagements
"@amcking1971 This is the problem for India. Pakistan already don't have NFU and India hit core PK territory. India have similar nuclear capability as Pakistan while China have far superior ABM capability relative to India"
X Link 2025-12-07T00:23Z 5231 followers, XXX engagements
"@amcking1971 Based on observed outcomes China hitting New Delhi is less risky than India hitting Pakistan Punjab. China have way more strategic depth relative to India's nuclear launch sites than India has relative to Pakistan way more nuclear counter-strike capacity and way better ABM"
X Link 2025-12-07T00:25Z 5231 followers, XXX engagements
"A dynamic similar to CV vs BB of 1930s is playing out today with CV vs DDG as the primary naval strike platform. DDG-launched long range hypersonic missiles clearly possess superior range penetration capability and speed to target compared to naval strike aircraft"
X Link 2025-12-08T04:54Z 5231 followers, 3162 engagements
"Bad loans beyond equity capital will have to be paid for by savings of other people. What really constrains individual bank balance sheets is the desire of rest of society to not want their savings to pay for lending mistakes"
X Link 2025-12-09T05:53Z 5231 followers, XXX engagements
"@foam_boat @teortaxesTex No. Coal is increasingly being diverted to petrochemicals in China as power generation demand falls. Coal is much cheaper than oil as petrochem feedstock"
X Link 2025-12-07T15:43Z 5231 followers, 4382 engagements
"We also use carbon steel rebar for ferroconcrete structures instead of stainless steel for cost reasons. Yet rebar corrosion severely shorten ferroconcrete structure lifetimes. Using stainless rebars would increase lifetimes by 5-20x relative to carbon steel"
X Link 2025-12-07T17:14Z 5231 followers, XXX engagements
"@TedinAngryMode @Mont_Jiang This is the big question. Everyone knows that a stock market crash will be economically catastrophic question is will the government really just pump forever and let cash become trash"
X Link 2025-12-09T20:28Z 5231 followers, XXX engagements