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# ![@LeylaKuni Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1523062908929798144.png) @LeylaKuni Leyla

Leyla posts on X about debt, money, private equity, $200k the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::1523062908929798144/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1523062908929798144/c:line/m:interactions.svg)

- X Week XXXXXXX +109%
- X Month XXXXXXXXX +88%
- X Months XXXXXXXXX +31%
- X Year XXXXXXXXXX +307%

### Mentions: XX [#](/creator/twitter::1523062908929798144/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1523062908929798144/c:line/m:posts_active.svg)

- X Week XX +20%
- X Month XXX +19%
- X Months XXX -X%
- X Year XXXXX +171%

### Followers: XXXXXX [#](/creator/twitter::1523062908929798144/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1523062908929798144/c:line/m:followers.svg)

- X Week XXXXXX +4.40%
- X Month XXXXXX +13%
- X Months XXXXXX +74%
- X Year XXXXXX +196%

### CreatorRank: XXXXXXX [#](/creator/twitter::1523062908929798144/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1523062908929798144/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1523062908929798144/influence)
---

**Social category influence**
[finance](/list/finance)  #3966 [stocks](/list/stocks)  #4425 [technology brands](/list/technology-brands)  XXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[debt](/topic/debt) #1262, [money](/topic/money) 3.21%, [private equity](/topic/private-equity) #291, [$200k](/topic/$200k) #22, [$dave](/topic/$dave) #2835, [linkedin](/topic/linkedin) 1.07%, [retirement](/topic/retirement) 1.07%, [$125t](/topic/$125t) 1.07%, [sec](/topic/sec) 1.07%, [goldman sachs](/topic/goldman-sachs) #4

**Top accounts mentioned or mentioned by**
[@bethanyjbabcock](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@rhunterh](/creator/undefined) [@pvtcreditguy](/creator/undefined) [@tmac4real1](/creator/undefined) [@ellliotttb](/creator/undefined) [@mauiboymacro](/creator/undefined) [@isaacfigz8387](/creator/undefined) [@lee_rahil](/creator/undefined) [@clarencewongcre](/creator/undefined) [@mrneutralman](/creator/undefined) [@xandman5](/creator/undefined) [@gardinerisland](/creator/undefined) [@resetbasis](/creator/undefined) [@junkbondanalyst](/creator/undefined) [@junkbondinvest](/creator/undefined) [@sethmosk](/creator/undefined) [@chicagomike666](/creator/undefined) [@max_gagliardi](/creator/undefined) [@credealjunkie](/creator/undefined)

**Top assets mentioned**
[Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [Goldman Sachs (GS)](/topic/goldman-sachs) [Camden Property Trust (CPT)](/topic/$cpt)
### Top Social Posts [#](/creator/twitter::1523062908929798144/posts)
---
Top posts by engagements in the last XX hours

"2 years later. so you invested $200k in this fund yes Dave and they told you its all senior secured debt thats correct Dave"  
[X Link](https://x.com/LeylaKuni/status/1979278029072536052) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-17T20:07Z 14.6K followers, 15.6K engagements


"Liquidity bottleneck exhibit X This chart shows net asset value in old funds (old = XX years for buyout XX for VC and XX for real estate and private credit)"  
[X Link](https://x.com/LeylaKuni/status/1967703818235429151) [@LeylaKuni](/creator/x/LeylaKuni) 2025-09-15T21:35Z 14.5K followers, 1472 engagements


"check this out: this private equity fund (anyone want to guess the name) bought more pieces of a portfolio company they already own from an affiliate fund for $293M and immediately marked it up by $12.8M on their books. they also bought $318M of other companies from an affiliate (another fund run by the same firm) and marked those up XX% immediately. Both parties are the same asset manager lol"  
[X Link](https://x.com/LeylaKuni/status/1969428847679717832) [@LeylaKuni](/creator/x/LeylaKuni) 2025-09-20T15:50Z 14.5K followers, 18.8K engagements


"🚨 Apollo is getting creative again. Theyre using an SPV (special purpose vehicle) to sell highly rated debt backed by stakes in their credit funds. Did you catch it These are stakes in the FUNDS themselves not the underlying loan portfolios. Tomato / tom-AH-toh Leyla. Who cares There is a difference however: - Private credit loans are the equivalent of junk bonds (they don't get high credit ratings) - But debt issued out of SPVs tied to fund stakes can be structured to achieve investment-grade ratings (per Bloomberg) - That means insurers get exposure to private credit without the heavy"  
[X Link](https://x.com/LeylaKuni/status/1970155597728497889) [@LeylaKuni](/creator/x/LeylaKuni) 2025-09-22T15:57Z 14.5K followers, 88.2K engagements


"PE fund manager when you ask why they are rolling out a third continuation fund"  
[X Link](https://x.com/LeylaKuni/status/1971334437733531922) [@LeylaKuni](/creator/x/LeylaKuni) 2025-09-25T22:02Z 14.5K followers, 3461 engagements


"There is a guy on LinkedIn who claims to have lost $500K on a CRE deal. His solution: he built a custom GPT that does institutional-level DD If you comment DD he can give you access to his chatbot so you can start losing money too 😂"  
[X Link](https://x.com/LeylaKuni/status/1976489998158557563) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-10T03:28Z 14.5K followers, 10.8K engagements


"private credit in 2021 Vs private credit in 2025"  
[X Link](https://x.com/LeylaKuni/status/1978534051767062630) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-15T18:50Z 14.5K followers, 4052 engagements


"How insurance companies look at upper tranches of CLOs with a X% yield"  
[X Link](https://x.com/LeylaKuni/status/1978860299110195333) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-16T16:27Z 14.5K followers, 1696 engagements


"Nobody asked but heres my opinion: X. All this is going to get stuffed into target date funds. Few people will notice (do you 🫵 know whats in your 401k) X. This is a huge boon for asset managers: they will now have a HUGE pool of long term capital that doesnt ask questions. X. Fees are going to be a thing of beauty (and I dont mean for you retail investor) X. On the positive side a XX% allocation wont move the needle one way or another for the retiree. Will this sleeve outperform a public index net of fees 🤷♀ youll find out when you retire. Will it generate great fee income for asset"  
[X Link](https://x.com/LeylaKuni/status/1978938381016166716) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-16T21:37Z 14.5K followers, 14.7K engagements


"@AnAppealToHeav8 Thats when the borrower can elect to not pay interest and instead add it to the loan balance"  
[X Link](https://x.com/LeylaKuni/status/1979208555061256600) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-17T15:31Z 14.3K followers, 2137 engagements


"There are 19000 private equity funds in the US. There are 14000 McDonalds in the US. How are there more private equity funds than McDonalds Thats actually crazy right"  
[X Link](https://x.com/LeylaKuni/status/1973784057894068701) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-02T16:16Z 14.6K followers, 9618 engagements


"From the 2021 SEC Chair Gensler's testimony : "There are more than 18000 private equity funds a XX percent increase over the last five years.""  
[X Link](https://x.com/LeylaKuni/status/1974141065247797425) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-03T15:54Z 14.6K followers, 3223 engagements


"@DiMartinoBooth @Bloomberg @apolloglobal for anyone wondering how Apollo shorted the debt there are some good comments here:"  
[X Link](https://x.com/LeylaKuni/status/1977048491437572609) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-11T16:27Z 14.6K followers, 16.7K engagements


"@OuterBeachC Don't sell yourself short. Your account is worth at least $100K"  
[X Link](https://x.com/LeylaKuni/status/1979972764049264964) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-19T18:07Z 14.6K followers, XXX engagements


"The First Brands story is getting wilder by the minute:"  
[X Link](https://x.com/LeylaKuni/status/1976349942546600272) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-09T18:11Z 14.6K followers, 74.2K engagements


"Does anyone know how Apollo did this FT mentions a bespoke credit default swap against First Brands debt - but Apollo was on the disqualified lender list @junkbondanalyst @junkbondinvest @pvtcreditguy"  
[X Link](https://x.com/LeylaKuni/status/1976376634329719292) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-09T19:58Z 14.6K followers, 76.5K engagements


"At this rate $JEF's dividend will pay a higher yield than its loan book by the end of the month"  
[X Link](https://x.com/LeylaKuni/status/1978954412900126815) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-16T22:41Z 14.6K followers, 13.3K engagements


"So the borrower had negative EBITDA pledged the same collateral to three other lenders and you gave them a PIK toggle loan"  
[X Link](https://x.com/LeylaKuni/status/1979207752221364698) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-17T15:27Z 14.6K followers, 116.7K engagements


"I know a guy who allocated a lot of money to a hedge fund back in the day. It was one of the stellar performers that churned out double-digit returns for two decades. The best part: total luck. The guy had no idea what he was doing. He thinks he was Buffett tho"  
[X Link](https://x.com/LeylaKuni/status/1979568411652030904) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-18T15:21Z 14.6K followers, 21K engagements


"Non-traded vs public BDCs:"  
[X Link](https://x.com/LeylaKuni/status/1979945355090510190) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-19T16:18Z 14.6K followers, 2314 engagements


"I looked under the hood of two BDC siblings. Both birthed by Goldman Sachs - GSBD (the listed one) - GS Private Credit Corp (non-traded) One raised $XXX billion in past XX months by selling shares at NAV. GSBD is currently trading at a XX% discount to NAV"  
[X Link](https://x.com/LeylaKuni/status/1979945357888082273) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-19T16:18Z 14.6K followers, XXX engagements


"Things to post on X (updated list): - photos of Steve Jobs daughter - have more children (evergreen) - boomers are evil - millennials ruin houses -how bad American cars are (and how much people pay for them) - "what opinion would have you like this" 😭"  
[X Link](https://x.com/LeylaKuni/status/1980079931133776159) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-20T01:13Z 14.6K followers, 3842 engagements


"I just downloaded a XX page prompt that will make an LLM sing and dance in Excel. Wish me luck"  
[X Link](https://x.com/LeylaKuni/status/1980417512031612964) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-20T23:35Z 14.6K followers, 2666 engagements


"Lord there is no end to bright ideas. So this guy owns some Rembrandts and doesnt want to sell from what it sounds like. The assets being what they are there is no income but a bunch of cash is tied up. So he came up with a brilliant plan: fractionalize and IPO a non-controlling stake. He gets to cash out but keeps the art on his wall and degens who cant tell a Vermeer from Degas can speculate from the comfort of their mothers basement 🤦♀"  
[X Link](https://x.com/LeylaKuni/status/1972760484005982540) [@LeylaKuni](/creator/x/LeylaKuni) 2025-09-29T20:28Z 14.6K followers, 4121 engagements


"OpenAI / Broadcom deal explained 🤌 (From @matt_levine)"  
[X Link](https://x.com/LeylaKuni/status/1978561722404237598) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-15T20:40Z 14.6K followers, 2191 engagements


"@EllliotttB will tell you all the ways you'll underperform by allocating to public REITs But I'll pound the table with @Mr_Neutral_Man anyways - your odds of getting wiped out in a public REIT are close to X Your odds of getting wiped out with some IT/doctor/dentist cowboy who decided to start syndicating deals in TX in 2021 are probably close to 50%"  
[X Link](https://x.com/LeylaKuni/status/1979377928782979227) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-18T02:44Z 14.6K followers, 7929 engagements


"Half of the internet doesnt think there is a difference. The other half thinks REITs are appropriately priced and private market transactions dont reflect true value. You be the judge 🙃"  
[X Link](https://x.com/LeylaKuni/status/1955071017812128208) [@LeylaKuni](/creator/x/LeylaKuni) 2025-08-12T00:57Z 14.6K followers, 10.2K engagements


"This is a good thread and some interesting points about public/private credit. Here's the POV from the seat of a retail investor (let's assume one that has access to both): X. We don't know who the good managers are. Most of our wealth managers/RIAs don't know either. The sales brochures all look the same. X. None of the financials filed with the SEC provide any detail into the granular level of the financial health of underlying borrowers. X. There is absolutely no way to tell whether the diligence done by any given lender is better than that of another lender. So let me ask you guys a"  
[X Link](https://x.com/LeylaKuni/status/1977398077557469441) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-12T15:36Z 14.6K followers, 43.1K engagements


"Great screener thank you The XX years weeds out most of what's out there. I'm a little dubious about NAV mark ups from principal growth - I'm seeing a number of BDCs buy loans in the secondary market and mark them up using the practical expedient rule. Immediate boost to NAV but who knows what those loans will sell for. Maybe using a XX year horizon takes care of this issue - the funds that have been around that long have a history of either holding till payoff or refinance"  
[X Link](https://x.com/LeylaKuni/status/1977412193097527772) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-12T16:33Z 14.6K followers, 1239 engagements


"@tieyournumbers Thats preserving money 😁 How does one actually make money on this"  
[X Link](https://x.com/LeylaKuni/status/1979387301257187793) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-18T03:21Z 14.6K followers, 2034 engagements


"@Restructuring__ @AswathDamodaran's substack:"  
[X Link](https://x.com/LeylaKuni/status/1979716132740456748) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-19T01:08Z 14.6K followers, 1218 engagements


"PSA: If anyone wants my account and is willing to pay $200K I'm all ears 😅"  
[X Link](https://x.com/LeylaKuni/status/1979958941984637383) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-19T17:12Z 14.6K followers, 33.3K engagements


"Here's the recap if you missed the earlier episodes: - $11B+ in liabilities - $2.3B in funds vanished - Exposure across CLOs (not the biggest worry tbh) direct loans and trade finance where that $2.3B hole sits Major exposure: - Jefferies Point Bonita Capital $715M tied to First Brands - UBS OConnor $500M exposure - Raistone XX% of its revenue came from First Brands Offbalance-sheet financing & shell entities: -the company used affiliates like Carnaby Capital and Eagle Casting Holdings to borrow - this obfuscated the true amount of leverage - XX% implied interest rates on short-term borrowing"  
[X Link](https://x.com/LeylaKuni/status/1976358875160015133) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-09T18:47Z 14.6K followers, 67.7K engagements


"Drop everything and move here immediately. Go into debt if you have to"  
[X Link](https://x.com/LeylaKuni/status/1977457890312249495) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-12T19:34Z 14.6K followers, 186.7K engagements


"So in 2021 you lent money at SOFR + XXX with zero covenants Yes Dave. And now theyre paying interest in kind Thats correct Dave"  
[X Link](https://x.com/LeylaKuni/status/1977760899445174714) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-13T15:38Z 14.6K followers, 57.5K engagements


"Hold on hold on hold on. Youre using proceeds from Fund II to buy out Fund Is stake in the same asset We call that a continuation vehicle. That is fucking crazy. No it is not. Its awesome"  
[X Link](https://x.com/LeylaKuni/status/1978203893143130396) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-14T20:58Z 14.6K followers, 267.9K engagements


"Like it or not private markets are coming to a retirement plan near you. This interview is the clearest explanation Ive yet seen on how this will happen: DC plans represent $12.5T of the market Allocations to alts could reach 1015% within a decade Are you doing the math XX% of $XXXX trillion is $1.3T - XX% of the entire US private credit market today. Grab the link here:"  
[X Link](https://x.com/LeylaKuni/status/1978922794709848468) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-16T20:35Z 14.6K followers, 17.1K engagements


"Blast from the past. I found a pitch deck from Dec'21: - Single asset multifamily syndication early 2000 vintage. - Entry cap rate on purchase price XXX% (2.9% on cost). you read that right. - X classes of equity and exit cap rate of X% - XX% LTC bridge debt SOFR+3%ish looked it up a bunch of contractor liens recorded this year looks to be owned by the same group still"  
[X Link](https://x.com/LeylaKuni/status/1979344235146146105) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-18T00:30Z 14.6K followers, 4895 engagements


"Genuine question and I hope to get a good discussion out of it -- those in the cockroach camp who think stuff is starting to hit the fan with private credit/banking/over-levered PE-backed companies -- -- how are you planning to make money on this What's the trade"  
[X Link](https://x.com/LeylaKuni/status/1979375457251529007) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-18T02:34Z 14.6K followers, 22K engagements


"Regional banks discovering private credit yields"  
[X Link](https://x.com/LeylaKuni/status/1979615020817523109) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-18T18:26Z 14.6K followers, 297.7K engagements


"The balance sheet looks quite different but some of this is explained by the fact that the non-listed sibling is just a 👶 I also compared the holdings to see if there is overlap. 🚨 spoiler: there is a lot of overlap Read the full case study here:"  
[X Link](https://x.com/LeylaKuni/status/1979945359008047451) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-19T16:18Z 14.6K followers, 1099 engagements


"And here's a list of large banks ($10B in assets) with exposure to non-depository financial institutions (source: Rebel C. on LinkedIn - go follow that guy he's tracking this closely)"  
[X Link](https://x.com/LeylaKuni/status/1980014692975472855) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-19T20:54Z 14.6K followers, 187.9K engagements


"BDC A is trading at a XX% discount to NAV. BDC B is available through the wealth channel at NAV (no discount). I wanted to find out whether one is very different from the other. The two BDCs: - A is Goldman Sachs' publicly traded GSBD - B is its non-traded sibling - GSCRED (GS Private Credit Corp) Yes there is quite a difference on the balance sheet and yes the golden non-traded child raised $5.5B in XX months (through 6/30) But then I decided to compare the holdings of these two BDCs. 🚨 And - shocker of all shockers - there is a lot of overlap. XX portfolio companies according to my AI"  
[X Link](https://x.com/LeylaKuni/status/1980311935242707239) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-20T16:35Z 14.6K followers, 35.3K engagements


"NAV vs market price Lets say you bought a mug. For $XX. Lets say you decided to raise other peoples money to pay for it. You sold XX shares of this mug: - X shares in a non-traded fund - X shares in a publicly listed vehicle Ill do the math for you: each shares net asset value (NAV) is $X. A year goes by. You claim the mug is still worth $XX so NAV per share is still $X. The market on the other hand thinks there are some 🪳🪳in the mug which makes the mug less valuable. 📉 The market price of each share drops by XX% and trades for $.80. The non-traded vehicle still sells shares of your mug at"  
[X Link](https://x.com/LeylaKuni/status/1980438622810828922) [@LeylaKuni](/creator/x/LeylaKuni) 2025-10-21T00:58Z 14.6K followers, 2873 engagements