[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.] #  @LukeGromen Luke Gromen Luke Gromen posts on X about china, imo, fed, debt the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::2936015319/interactions)  - X Week XXXXXXX -XXXX% - X Month XXXXXXXXX +4.40% - X Months XXXXXXXXXX +29% - X Year XXXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::2936015319/posts_active)  - X Week XXX -XX% - X Month XXX +59% - X Months XXXXX -XXXX% - X Year XXXXX +27% ### Followers: XXXXXXX [#](/creator/twitter::2936015319/followers)  - X Week XXXXXXX +0.12% - X Month XXXXXXX +0.55% - X Months XXXXXXX +8.60% - X Year XXXXXXX +20% ### CreatorRank: XXXXXX [#](/creator/twitter::2936015319/influencer_rank)  ### Social Influence [#](/creator/twitter::2936015319/influence) --- **Social category influence** [finance](/list/finance) #3191 [countries](/list/countries) XXXX% [currencies](/list/currencies) #1012 [cryptocurrencies](/list/cryptocurrencies) #844 [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [stocks](/list/stocks) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [china](/topic/china) #659, [imo](/topic/imo) #14, [fed](/topic/fed) #424, [debt](/topic/debt) 1.83%, [inflation](/topic/inflation) 1.83%, [rates](/topic/rates) 1.83%, [money](/topic/money) 1.22%, [currency](/topic/currency) 1.22%, [mkt](/topic/mkt) 1.22%, [market cap](/topic/market-cap) #12 **Top accounts mentioned or mentioned by** [@stimpyz1](/creator/undefined) [@derivativesdon](/creator/undefined) [@scottmelker](/creator/undefined) [@teddy21btc](/creator/undefined) [@drtwiter](/creator/undefined) [@victortheclean3](/creator/undefined) [@korpioprod](/creator/undefined) [@chris_repke](/creator/undefined) [@sleeping888888](/creator/undefined) [@ces921](/creator/undefined) [@menlobear](/creator/undefined) [@txmctrades](/creator/undefined) [@susiebdds](/creator/undefined) [@goldseabridge](/creator/undefined) [@mrwebber4](/creator/undefined) [@dampedspring](/creator/undefined) [@tomcapital](/creator/undefined) [@davidconell1951](/creator/undefined) [@tozgokmen](/creator/undefined) [@santiagoaufund](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/$aapl) [Fartcoin (FARTCOIN)](/topic/fartcoin) ### Top Social Posts [#](/creator/twitter::2936015319/posts) --- Top posts by engagements in the last XX hours "As Trump may fire Powell headlines hit I find myself thinking about this CNN story from 2004. We all laughed at this story in 2004; no ones laughing anymore are they Stupid expensive wars have consequences. 🤷♂"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945512238246232186) 2025-07-16 15:53:58 UTC 343.4K followers, 67.8K engagements "@shehzadhqazi China subsidized factories.US subsidized subprime loans & XX years of losing wars in the Middle East (which helped secure Iraq's oil for China.) Who spent the subsidy money better :)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948729241475903590) 2025-07-25 12:57:11 UTC 343.3K followers, XXX engagements "@DirtUndrMyNails .and a quorum of electricians & welders needed to build new factories will be timed out in next 8-10 yrs (retired/dead.)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948734818662965758) 2025-07-25 13:19:21 UTC 343.1K followers, XXX engagements "@VeteranHODL @matthew_pines Putin gonna mine BTC w any stranded energy Live look at Putin reaction to US energy sanctions:"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949618690736943449) 2025-07-27 23:51:32 UTC 343.4K followers, XXX engagements "@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Very few American FA's have never lived through currency disasters. Keep that in mind. They don't know that when things get really bad the price of everything goes up in fiat down in gold"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946964357029441974) 2025-07-20 16:04:10 UTC 343.1K followers, XXX engagements "@Paul_AQRM @VictorTheClean3 Stock mkt was going up before that no"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949619843797221818) 2025-07-27 23:56:07 UTC 343.4K followers, XXX engagements "If you think that a) the Fed is independent and b) that Fed independence is critical to the US. .then why not advocate for the US going back on a gold standard Nothing would make the Fed more independent than a gold standard. "Whoa whoa whoa.not THAT independent""  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947738161570058650) 2025-07-22 19:18:59 UTC 343.4K followers, 50.8K engagements "@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Problem is govt goes broke if they pay a positive real interest rate to those people (who are also consuming XX% of ATH tax receipts in Entitlements.)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946960985362694251) 2025-07-20 15:50:46 UTC 343.1K followers, XXX engagements "2/ "But Luke the US government can never be insolvent because the US can always print the money to pay the interest on its debt" Exactly.and that is precisely why Fartcoin's market cap is $1.4B"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949566892663837063) 2025-07-27 20:25:43 UTC 343.4K followers, 23.9K engagements "Bond investors once they realize that what Trump just did to the EU in the name of "rebalancing trade" is what he's ultimately going to do to the real value of LT USTs in the name of "rebalancing trade.""  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949881328062910596) 2025-07-28 17:15:10 UTC 343.4K followers, 64.3K engagements "Critical signpost starting with the common investing saw that "The US military ultimately backs the USD." This was XX days of medium-intensity combat against a non-peer adversary. This is because of "USD Dutch Disease" (USD DD = "Who needs factories when we can print USD")"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948732344770142597) 2025-07-25 13:09:31 UTC 343.4K followers, 33.3K engagements "IMO the question is less "What will happen to China when its population starts shrinking" & more "What will happen to the US when its population doesn't shrink & AI/robots do to many types of US employment what China did to US mfg employment 2001-12" "Learn to code" won't work"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949851873046872302) 2025-07-28 15:18:07 UTC 343.4K followers, 65.9K engagements "An (accidental) gauge of actual US inflation in recent years: Two genetic brothers only X years apart in age playing the same sport in the same stadiums to the same crowds.and yet the younger brother makes nearly as much in X years as older brother did in XX years.🤯 Via @jameslavish"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946222610003660829) 2025-07-18 14:56:43 UTC 343.4K followers, 208.9K engagements "@DerivativesDon The crash is already well underway IMO. Chart of BTC/S&P Total Return looks remarkably like the chart of gold/Weimar German Reichsmark. Remember stories of Americans with gold-backed USD living like kings in 1920s Weimar Berlin Bitcoiners are doing the same thing now"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946230899441353071) 2025-07-18 15:29:40 UTC 343.3K followers, 1475 engagements ""An unlikely aberration has taken place in global bond markets for the first time on record: yields on emerging-market bonds in local currencies have fallen below US Treasuries." Non-sequitur"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1717977548078870751) 2023-10-27 18:52:20 UTC 342.9K followers, 313.5K engagements "@jarheadwho Did you know that American lenders buy alternative data to track your creditworthiness For example: People who consistently let their phone battery drain too far are higher credit risks than people who keep their battery charged"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945484268446138700) 2025-07-16 14:02:49 UTC 343K followers, XXX engagements "@TheMichaelEvery @Sorenthek @yanisvaroufakis yup.but that requires BTC adding a zero (aka massive USD deval v. BTC) to make the math work"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946266253796008280) 2025-07-18 17:50:09 UTC 343K followers, XXX engagements "1/ Im recording a 5-10 min YouTube video tonight to be released later this week; pls drop some questions below & Ill touch on as many as I can on a best efforts basis. Thx (Also pls feel free to subscribe to my YouTube channel.)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947719202124538076) 2025-07-22 18:03:39 UTC 343.4K followers, 19.1K engagements "@BigBrune Did you know that American lenders buy alternative data to track your creditworthiness For example: People who consistently let their phone battery drain too far are higher credit risks than people who keep their battery charged"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945484186753638580) 2025-07-16 14:02:30 UTC 343K followers, XXX engagements "@KorpioProd "If one can only see value in USD terms then one can not see value at all." :) What's the value of buying the IP that allows you to raise 500m Chinese people out of poverty & returning China to the position of power it occupied for most of the time since the time of Christ"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948807870063280139) 2025-07-25 18:09:37 UTC 343.1K followers, XXX engagements "Now do the quorum of the US industrial & technological base sitting in China. And then do the value of AAPL stock & the Nasdaq & the SPX when they are populated with companies that have no manufacturing capabilities. Then do the value of corporate bonds when debt used for buybacks defaults b/c these companies have no way to make their products"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1943000489903427673) 2025-07-09 17:33:10 UTC 343K followers, 2163 engagements "Agree. That little uptick at far right = US is finally on the right track But history will not be kind to US leaders who squandered an insurmountable lead increasing US debt by $31T in XX yrs on wars & bailouts while not growing US electricity generation AT ALL from 1999-2020"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1938596697619222901) 2025-06-27 13:54:04 UTC 343.1K followers, 79.1K engagements "This isn't exactly true. You can sell equity stakes in US's crown jewel corporations farmland around US military bases DC political favors & placement spots in top US universities to foreign adversaries with a strong USD. You just can't sell manufactured stuff"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948755104942657852) 2025-07-25 14:39:57 UTC 343.4K followers, 75.2K engagements "China's record $990B trade surplus in 2024 would have been a flat balance of trade if China's 2024 gold imports (1384t) were valued at $22000/oz. IE - the issue isn't China's trade imbalance w/the world the issue is the USD is wildly overvalued v. gold. Gold balances trade"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944761834671587789) 2025-07-14 14:12:07 UTC 343.1K followers, 69.7K engagements "Truewho would want to live in a 7000 sf house with 7-bedrooms & XXX baths amid old growth trees on nearly an acre for $949k (with the same weather as NE USA but with far saner politics) 😉"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947477040912896270) 2025-07-22 02:01:23 UTC 343.4K followers, 112.8K engagements "Gold is also specifically mentioned. Big signpost IMO"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946187008591671571) 2025-07-18 12:35:15 UTC 343.4K followers, 75.8K engagements "@GraphCall @Kathleen_Tyson_ Yup. Left chart = Chinese exports to Saudi up & to the right. Right chart = Swiss gold exports to Saudi strong since 2022 despite oil prices that would not support such purchases. Western consensus remains in denial about what these flows suggest"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945123735599448128) 2025-07-15 14:10:11 UTC 343.1K followers, 3377 engagements "@VictorTheClean3 but in the end the guy with the productivity makes the rules is your view right in that case tech oil. and we know how tech is voting"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949889253313515626) 2025-07-28 17:46:39 UTC 343.4K followers, XXX engagements "@SusieBdds global bond market estimated at $140T last I saw"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947036087177646444) 2025-07-20 20:49:12 UTC 343K followers, XXX engagements "2/ Once you frame it like this you see how hypocritical and political the whole "Fed independence" debate is. It's about allowing the "animals" that are "more equal than others" continue to be bailed out of their bad decisions but not all "animals.""  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947738973025046926) 2025-07-22 19:22:13 UTC 343.4K followers, 17.8K engagements "Thanks for the great conversation @DariusDale42 and @menlobear Really enjoyed it Full link below"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948482204188774551) 2025-07-24 20:35:33 UTC 343.4K followers, 32.9K engagements "@DavidConell1951 Trade surplus was $990B; thats net of all exports and imports. And for millennia gold doesnt do anythingexcept balance trade. $990B/1384t = $22000/oz"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944769842113868011) 2025-07-14 14:43:57 UTC 343.3K followers, 1121 engagements "@Chris_Repke how do you turn off the internet"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949549817190838733) 2025-07-27 19:17:51 UTC 343.4K followers, 2150 engagements "@Paul_AQRM @VictorTheClean3 Chart below from March-09 to Feb-16 shows that pretty much any time DXY (red LS) rose too much US equities flat-lined or fell (SPX blue RS) This pattern has held for most of the past XX yrs & all of the past XX yrs"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949622506022633669) 2025-07-28 00:06:42 UTC 343.4K followers, XXX engagements "@KorpioProd Western reporting yes. Iran was said to have another X months of missiles v. a few weeks of western defense missiles. And China is said to be able to make 1000 cruise missile motors a day compared to current total US Tomahawk cruise missile stockpiles of 6000"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948780289544630441) 2025-07-25 16:20:02 UTC 343.1K followers, XXX engagements "The US is trying to convince the public the US is going to reshore & grow aggressively while simultaneously trying to convince domestic & foreign bondholders their holdings will not be inflated away. Inflation-adjusting war reparations = Soc Security & Medicare. History rhymes"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945871786593165654) 2025-07-17 15:42:41 UTC 343.4K followers, 30.6K engagements "Depends on if US govt can issue "special stablecoin T-Bills" that yield XXXX% like Social Security Trust Fund has special USTs. I hear US govt is already discussing doing exactly this. If Powell won't play ball Treasury will circumvent him b/c national security demands it. @ces921"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949610059563958411) 2025-07-27 23:17:14 UTC 343.4K followers, 3180 engagements "@michaeljmcnair Then BTC. Spending hundreds of billions of dollars in capex to try to compete only to have China beat you with X% margins is not a good business"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948810781761372434) 2025-07-25 18:21:12 UTC 343K followers, 1346 engagements "@juliajeler I remember when the US did not have record wealth inequality 1m dead of drug OD's 2010-22 XX% of the population w/a disability CEOs being assassinated on the streets of Midtown Manhattan large political riots & an avowed socialist winning the mayoral primary of NYC Julia"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949864155101421714) 2025-07-28 16:06:55 UTC 343.4K followers, 2381 engagements "@matcasey Weird. Foreign UST holdings rose $32B May v. April with Canada accounting for $68B of that total $32B rise.🤔"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946260157739995143) 2025-07-18 17:25:56 UTC 343.1K followers, XXX engagements "@Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Yesnow wait for it: Next come the special issuance stablecoin T-Bills that yield XX bps like Trump and Bessent want Like the special issuance USTs in the Social Security Trust Fund"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946954618988101800) 2025-07-20 15:25:28 UTC 343.4K followers, 3652 engagements "@VictorTheClean3 the world stopped reserving USDs XX years ago when foreign CB's stopped adding to USD reserves & instead switched to gold. this made the USD go up & western sovereign rates rise around the world"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949549996518351349) 2025-07-27 19:18:34 UTC 343.4K followers, 2141 engagements "@EmmaCFA1 @SantiagoAuFund 2014: USD share of global FX reserves incl. gold = XX% 2025: USD share of global FX reserves incl. gold = 46%. 2014: Gold + non-USD & EUR currencies share of global FX reserves = 28%. 2015: Gold + non-USD & EUR currencies share of global FX reserves = 38%"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949601961189257551) 2025-07-27 22:45:04 UTC 343.2K followers, XXX engagements "@tlb3047 Home prices have risen XXX% here in the last XX yrs precisely because it is a very good place to live"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947491796377886737) 2025-07-22 03:00:01 UTC 343K followers, 1944 engagements "The US is in a new Cold War it cannot afford to lose. -US investor consensus The Fed must maintain its independence at all costs. -also US investor consensus Only one of these can be true. The Cold War or the real value of USTs. Choose wisely Chair Powell"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948504133578731734) 2025-07-24 22:02:41 UTC 343.4K followers, 33K engagements "$1.4B Fartcoin is what you get when the "risk free" asset underpinning the entire banking & currency system is a bond issued by an insolvent govt w/debt of 7x revenues off-bal sheet liabs of 20-30x revenues peacetime deficits of X% of GDP that has not run a surplus in XX yrs🤷♂"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949566263719522325) 2025-07-27 20:23:13 UTC 343.4K followers, 249.5K engagements "Dostoevsky on US corporate execs that offshored their labor factories & even Gain of Function research to China and the U.S. policymakers that allowed and encouraged them to do it:"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948086208325894497) 2025-07-23 18:22:00 UTC 343.4K followers, 60.9K engagements "@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon I was told by a FA XX mths ago "Luke I think you're right. But if I own gold and it goes down XX% I get fired. If I own LT USTs and they go down XX% I keep my job." Writ large I suspect that has something to do with it"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946962198078591075) 2025-07-20 15:55:35 UTC 343.1K followers, XXX engagements "@tyillc @TonyNashNerd @Halsrethink Yup But they still think they can rebuild it without blowing up the real value of the UST mkt They will be disabused of that notion soon enough You down with YCC Yeah you know me"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949155619459534947) 2025-07-26 17:11:27 UTC 343.4K followers, XXX engagements "For sake of argument let's assume this is true. The question no one's asking (but should be) is "Why would the CIA be pushing the US toward a neutral reserve asset that would undermine/end post-1971 structure of USD rsv status" THAT is the $64000 (or $640000) question IMO"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949503731453837743) 2025-07-27 16:14:44 UTC 343.4K followers, 193.7K engagements "@DerivativesDon @dampedspring @sidprabhu disagree it's a small tail outcome. It's already being discussed. Agree it's a tax.so what So is inflation. Either rates get cut to where they need to go (near 0%) or rates will get moved there. DoD is now calling the shots"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949613209704370289) 2025-07-27 23:29:45 UTC 343.4K followers, XXX engagements "@tyillc @TonyNashNerd @Halsrethink IMO China is simply showing us the future AI/robotics has in store for us all. They are simply a few years ahead. Market-shaking implications. Start by asking why do American policymakers that welcomed China exporting deflation 2001-20 now decry it"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949149858775892050) 2025-07-26 16:48:34 UTC 343.3K followers, XXX engagements "@cap_endurance "Deficit spending under a gold standard leads to much higher rates." Deficit spending also leads to above-target inflation (as we've seen) but Fed is to politically captured to stop it IE - gold would make them independent :)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947755901294645532) 2025-07-22 20:29:29 UTC 343.2K followers, XXX engagements "@VictorTheClean3 I guess that's true as long as you do not include the 10-15% of Eurasian population alive in 1913 that died in wars over the next XX years that were in no small part driven by higher degrees of automation (ie the Germans were kicking the UK's collective arse 1874-1913)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949863096014545041) 2025-07-28 16:02:43 UTC 343.4K followers, XXX engagements "@matthew_pines they needed to partner with Putin not vilify him. Now they are stuck"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949613819157770589) 2025-07-27 23:32:11 UTC 343.4K followers, 3485 engagements "One of the most important and biggest mean reversion trades in XXX years👇 It's footprints can be seen in gold prices gold flows UST and western sovereign bond markets.and yet most macro participants have not had the trade on (long gold short LT western sovereign bonds.)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947017144417284101) 2025-07-20 19:33:55 UTC 343.4K followers, 110K engagements "@HayekAndKeynes @randomal974199 @Stimpyz1 Economists that blindly believe higher population will always be better in for a rude awakening when AI takes many of the jobs in the biggest employer in XX of XX states (healthcare) in next few yrs Which blows up the banks when those people can't pay their mortgages & car loans"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945145666251993529) 2025-07-15 15:37:20 UTC 343K followers, 1926 engagements "@1MarkMoss i think they want a neutral reserve asset b/c the post-1971 USD system is killing America"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949549692682997903) 2025-07-27 19:17:22 UTC 343.4K followers, 6770 engagements
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Luke Gromen posts on X about china, imo, fed, debt the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence finance #3191 countries XXXX% currencies #1012 cryptocurrencies #844 travel destinations XXXX% technology brands XXXX% automotive brands XXXX% social networks XXXX% stocks XXXX% exchanges XXXX%
Social topic influence china #659, imo #14, fed #424, debt 1.83%, inflation 1.83%, rates 1.83%, money 1.22%, currency 1.22%, mkt 1.22%, market cap #12
Top accounts mentioned or mentioned by @stimpyz1 @derivativesdon @scottmelker @teddy21btc @drtwiter @victortheclean3 @korpioprod @chris_repke @sleeping888888 @ces921 @menlobear @txmctrades @susiebdds @goldseabridge @mrwebber4 @dampedspring @tomcapital @davidconell1951 @tozgokmen @santiagoaufund
Top assets mentioned Bitcoin (BTC) Apple, Inc. (AAPL) Fartcoin (FARTCOIN)
Top posts by engagements in the last XX hours
"As Trump may fire Powell headlines hit I find myself thinking about this CNN story from 2004. We all laughed at this story in 2004; no ones laughing anymore are they Stupid expensive wars have consequences. 🤷♂" @LukeGromen on X 2025-07-16 15:53:58 UTC 343.4K followers, 67.8K engagements
"@shehzadhqazi China subsidized factories.US subsidized subprime loans & XX years of losing wars in the Middle East (which helped secure Iraq's oil for China.) Who spent the subsidy money better :)" @LukeGromen on X 2025-07-25 12:57:11 UTC 343.3K followers, XXX engagements
"@DirtUndrMyNails .and a quorum of electricians & welders needed to build new factories will be timed out in next 8-10 yrs (retired/dead.)" @LukeGromen on X 2025-07-25 13:19:21 UTC 343.1K followers, XXX engagements
"@VeteranHODL @matthew_pines Putin gonna mine BTC w any stranded energy Live look at Putin reaction to US energy sanctions:" @LukeGromen on X 2025-07-27 23:51:32 UTC 343.4K followers, XXX engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Very few American FA's have never lived through currency disasters. Keep that in mind. They don't know that when things get really bad the price of everything goes up in fiat down in gold" @LukeGromen on X 2025-07-20 16:04:10 UTC 343.1K followers, XXX engagements
"@Paul_AQRM @VictorTheClean3 Stock mkt was going up before that no" @LukeGromen on X 2025-07-27 23:56:07 UTC 343.4K followers, XXX engagements
"If you think that a) the Fed is independent and b) that Fed independence is critical to the US. .then why not advocate for the US going back on a gold standard Nothing would make the Fed more independent than a gold standard. "Whoa whoa whoa.not THAT independent"" @LukeGromen on X 2025-07-22 19:18:59 UTC 343.4K followers, 50.8K engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Problem is govt goes broke if they pay a positive real interest rate to those people (who are also consuming XX% of ATH tax receipts in Entitlements.)" @LukeGromen on X 2025-07-20 15:50:46 UTC 343.1K followers, XXX engagements
"2/ "But Luke the US government can never be insolvent because the US can always print the money to pay the interest on its debt" Exactly.and that is precisely why Fartcoin's market cap is $1.4B" @LukeGromen on X 2025-07-27 20:25:43 UTC 343.4K followers, 23.9K engagements
"Bond investors once they realize that what Trump just did to the EU in the name of "rebalancing trade" is what he's ultimately going to do to the real value of LT USTs in the name of "rebalancing trade."" @LukeGromen on X 2025-07-28 17:15:10 UTC 343.4K followers, 64.3K engagements
"Critical signpost starting with the common investing saw that "The US military ultimately backs the USD." This was XX days of medium-intensity combat against a non-peer adversary. This is because of "USD Dutch Disease" (USD DD = "Who needs factories when we can print USD")" @LukeGromen on X 2025-07-25 13:09:31 UTC 343.4K followers, 33.3K engagements
"IMO the question is less "What will happen to China when its population starts shrinking" & more "What will happen to the US when its population doesn't shrink & AI/robots do to many types of US employment what China did to US mfg employment 2001-12" "Learn to code" won't work" @LukeGromen on X 2025-07-28 15:18:07 UTC 343.4K followers, 65.9K engagements
"An (accidental) gauge of actual US inflation in recent years: Two genetic brothers only X years apart in age playing the same sport in the same stadiums to the same crowds.and yet the younger brother makes nearly as much in X years as older brother did in XX years.🤯 Via @jameslavish" @LukeGromen on X 2025-07-18 14:56:43 UTC 343.4K followers, 208.9K engagements
"@DerivativesDon The crash is already well underway IMO. Chart of BTC/S&P Total Return looks remarkably like the chart of gold/Weimar German Reichsmark. Remember stories of Americans with gold-backed USD living like kings in 1920s Weimar Berlin Bitcoiners are doing the same thing now" @LukeGromen on X 2025-07-18 15:29:40 UTC 343.3K followers, 1475 engagements
""An unlikely aberration has taken place in global bond markets for the first time on record: yields on emerging-market bonds in local currencies have fallen below US Treasuries." Non-sequitur" @LukeGromen on X 2023-10-27 18:52:20 UTC 342.9K followers, 313.5K engagements
"@jarheadwho Did you know that American lenders buy alternative data to track your creditworthiness For example: People who consistently let their phone battery drain too far are higher credit risks than people who keep their battery charged" @LukeGromen on X 2025-07-16 14:02:49 UTC 343K followers, XXX engagements
"@TheMichaelEvery @Sorenthek @yanisvaroufakis yup.but that requires BTC adding a zero (aka massive USD deval v. BTC) to make the math work" @LukeGromen on X 2025-07-18 17:50:09 UTC 343K followers, XXX engagements
"1/ Im recording a 5-10 min YouTube video tonight to be released later this week; pls drop some questions below & Ill touch on as many as I can on a best efforts basis. Thx (Also pls feel free to subscribe to my YouTube channel.)" @LukeGromen on X 2025-07-22 18:03:39 UTC 343.4K followers, 19.1K engagements
"@BigBrune Did you know that American lenders buy alternative data to track your creditworthiness For example: People who consistently let their phone battery drain too far are higher credit risks than people who keep their battery charged" @LukeGromen on X 2025-07-16 14:02:30 UTC 343K followers, XXX engagements
"@KorpioProd "If one can only see value in USD terms then one can not see value at all." :) What's the value of buying the IP that allows you to raise 500m Chinese people out of poverty & returning China to the position of power it occupied for most of the time since the time of Christ" @LukeGromen on X 2025-07-25 18:09:37 UTC 343.1K followers, XXX engagements
"Now do the quorum of the US industrial & technological base sitting in China. And then do the value of AAPL stock & the Nasdaq & the SPX when they are populated with companies that have no manufacturing capabilities. Then do the value of corporate bonds when debt used for buybacks defaults b/c these companies have no way to make their products" @LukeGromen on X 2025-07-09 17:33:10 UTC 343K followers, 2163 engagements
"Agree. That little uptick at far right = US is finally on the right track But history will not be kind to US leaders who squandered an insurmountable lead increasing US debt by $31T in XX yrs on wars & bailouts while not growing US electricity generation AT ALL from 1999-2020" @LukeGromen on X 2025-06-27 13:54:04 UTC 343.1K followers, 79.1K engagements
"This isn't exactly true. You can sell equity stakes in US's crown jewel corporations farmland around US military bases DC political favors & placement spots in top US universities to foreign adversaries with a strong USD. You just can't sell manufactured stuff" @LukeGromen on X 2025-07-25 14:39:57 UTC 343.4K followers, 75.2K engagements
"China's record $990B trade surplus in 2024 would have been a flat balance of trade if China's 2024 gold imports (1384t) were valued at $22000/oz. IE - the issue isn't China's trade imbalance w/the world the issue is the USD is wildly overvalued v. gold. Gold balances trade" @LukeGromen on X 2025-07-14 14:12:07 UTC 343.1K followers, 69.7K engagements
"Truewho would want to live in a 7000 sf house with 7-bedrooms & XXX baths amid old growth trees on nearly an acre for $949k (with the same weather as NE USA but with far saner politics) 😉" @LukeGromen on X 2025-07-22 02:01:23 UTC 343.4K followers, 112.8K engagements
"Gold is also specifically mentioned. Big signpost IMO" @LukeGromen on X 2025-07-18 12:35:15 UTC 343.4K followers, 75.8K engagements
"@GraphCall @Kathleen_Tyson_ Yup. Left chart = Chinese exports to Saudi up & to the right. Right chart = Swiss gold exports to Saudi strong since 2022 despite oil prices that would not support such purchases. Western consensus remains in denial about what these flows suggest" @LukeGromen on X 2025-07-15 14:10:11 UTC 343.1K followers, 3377 engagements
"@VictorTheClean3 but in the end the guy with the productivity makes the rules is your view right in that case tech oil. and we know how tech is voting" @LukeGromen on X 2025-07-28 17:46:39 UTC 343.4K followers, XXX engagements
"@SusieBdds global bond market estimated at $140T last I saw" @LukeGromen on X 2025-07-20 20:49:12 UTC 343K followers, XXX engagements
"2/ Once you frame it like this you see how hypocritical and political the whole "Fed independence" debate is. It's about allowing the "animals" that are "more equal than others" continue to be bailed out of their bad decisions but not all "animals."" @LukeGromen on X 2025-07-22 19:22:13 UTC 343.4K followers, 17.8K engagements
"Thanks for the great conversation @DariusDale42 and @menlobear Really enjoyed it Full link below" @LukeGromen on X 2025-07-24 20:35:33 UTC 343.4K followers, 32.9K engagements
"@DavidConell1951 Trade surplus was $990B; thats net of all exports and imports. And for millennia gold doesnt do anythingexcept balance trade. $990B/1384t = $22000/oz" @LukeGromen on X 2025-07-14 14:43:57 UTC 343.3K followers, 1121 engagements
"@Chris_Repke how do you turn off the internet" @LukeGromen on X 2025-07-27 19:17:51 UTC 343.4K followers, 2150 engagements
"@Paul_AQRM @VictorTheClean3 Chart below from March-09 to Feb-16 shows that pretty much any time DXY (red LS) rose too much US equities flat-lined or fell (SPX blue RS) This pattern has held for most of the past XX yrs & all of the past XX yrs" @LukeGromen on X 2025-07-28 00:06:42 UTC 343.4K followers, XXX engagements
"@KorpioProd Western reporting yes. Iran was said to have another X months of missiles v. a few weeks of western defense missiles. And China is said to be able to make 1000 cruise missile motors a day compared to current total US Tomahawk cruise missile stockpiles of 6000" @LukeGromen on X 2025-07-25 16:20:02 UTC 343.1K followers, XXX engagements
"The US is trying to convince the public the US is going to reshore & grow aggressively while simultaneously trying to convince domestic & foreign bondholders their holdings will not be inflated away. Inflation-adjusting war reparations = Soc Security & Medicare. History rhymes" @LukeGromen on X 2025-07-17 15:42:41 UTC 343.4K followers, 30.6K engagements
"Depends on if US govt can issue "special stablecoin T-Bills" that yield XXXX% like Social Security Trust Fund has special USTs. I hear US govt is already discussing doing exactly this. If Powell won't play ball Treasury will circumvent him b/c national security demands it. @ces921" @LukeGromen on X 2025-07-27 23:17:14 UTC 343.4K followers, 3180 engagements
"@michaeljmcnair Then BTC. Spending hundreds of billions of dollars in capex to try to compete only to have China beat you with X% margins is not a good business" @LukeGromen on X 2025-07-25 18:21:12 UTC 343K followers, 1346 engagements
"@juliajeler I remember when the US did not have record wealth inequality 1m dead of drug OD's 2010-22 XX% of the population w/a disability CEOs being assassinated on the streets of Midtown Manhattan large political riots & an avowed socialist winning the mayoral primary of NYC Julia" @LukeGromen on X 2025-07-28 16:06:55 UTC 343.4K followers, 2381 engagements
"@matcasey Weird. Foreign UST holdings rose $32B May v. April with Canada accounting for $68B of that total $32B rise.🤔" @LukeGromen on X 2025-07-18 17:25:56 UTC 343.1K followers, XXX engagements
"@Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Yesnow wait for it: Next come the special issuance stablecoin T-Bills that yield XX bps like Trump and Bessent want Like the special issuance USTs in the Social Security Trust Fund" @LukeGromen on X 2025-07-20 15:25:28 UTC 343.4K followers, 3652 engagements
"@VictorTheClean3 the world stopped reserving USDs XX years ago when foreign CB's stopped adding to USD reserves & instead switched to gold. this made the USD go up & western sovereign rates rise around the world" @LukeGromen on X 2025-07-27 19:18:34 UTC 343.4K followers, 2141 engagements
"@EmmaCFA1 @SantiagoAuFund 2014: USD share of global FX reserves incl. gold = XX% 2025: USD share of global FX reserves incl. gold = 46%. 2014: Gold + non-USD & EUR currencies share of global FX reserves = 28%. 2015: Gold + non-USD & EUR currencies share of global FX reserves = 38%" @LukeGromen on X 2025-07-27 22:45:04 UTC 343.2K followers, XXX engagements
"@tlb3047 Home prices have risen XXX% here in the last XX yrs precisely because it is a very good place to live" @LukeGromen on X 2025-07-22 03:00:01 UTC 343K followers, 1944 engagements
"The US is in a new Cold War it cannot afford to lose. -US investor consensus The Fed must maintain its independence at all costs. -also US investor consensus Only one of these can be true. The Cold War or the real value of USTs. Choose wisely Chair Powell" @LukeGromen on X 2025-07-24 22:02:41 UTC 343.4K followers, 33K engagements
"$1.4B Fartcoin is what you get when the "risk free" asset underpinning the entire banking & currency system is a bond issued by an insolvent govt w/debt of 7x revenues off-bal sheet liabs of 20-30x revenues peacetime deficits of X% of GDP that has not run a surplus in XX yrs🤷♂" @LukeGromen on X 2025-07-27 20:23:13 UTC 343.4K followers, 249.5K engagements
"Dostoevsky on US corporate execs that offshored their labor factories & even Gain of Function research to China and the U.S. policymakers that allowed and encouraged them to do it:" @LukeGromen on X 2025-07-23 18:22:00 UTC 343.4K followers, 60.9K engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon I was told by a FA XX mths ago "Luke I think you're right. But if I own gold and it goes down XX% I get fired. If I own LT USTs and they go down XX% I keep my job." Writ large I suspect that has something to do with it" @LukeGromen on X 2025-07-20 15:55:35 UTC 343.1K followers, XXX engagements
"@tyillc @TonyNashNerd @Halsrethink Yup But they still think they can rebuild it without blowing up the real value of the UST mkt They will be disabused of that notion soon enough You down with YCC Yeah you know me" @LukeGromen on X 2025-07-26 17:11:27 UTC 343.4K followers, XXX engagements
"For sake of argument let's assume this is true. The question no one's asking (but should be) is "Why would the CIA be pushing the US toward a neutral reserve asset that would undermine/end post-1971 structure of USD rsv status" THAT is the $64000 (or $640000) question IMO" @LukeGromen on X 2025-07-27 16:14:44 UTC 343.4K followers, 193.7K engagements
"@DerivativesDon @dampedspring @sidprabhu disagree it's a small tail outcome. It's already being discussed. Agree it's a tax.so what So is inflation. Either rates get cut to where they need to go (near 0%) or rates will get moved there. DoD is now calling the shots" @LukeGromen on X 2025-07-27 23:29:45 UTC 343.4K followers, XXX engagements
"@tyillc @TonyNashNerd @Halsrethink IMO China is simply showing us the future AI/robotics has in store for us all. They are simply a few years ahead. Market-shaking implications. Start by asking why do American policymakers that welcomed China exporting deflation 2001-20 now decry it" @LukeGromen on X 2025-07-26 16:48:34 UTC 343.3K followers, XXX engagements
"@cap_endurance "Deficit spending under a gold standard leads to much higher rates." Deficit spending also leads to above-target inflation (as we've seen) but Fed is to politically captured to stop it IE - gold would make them independent :)" @LukeGromen on X 2025-07-22 20:29:29 UTC 343.2K followers, XXX engagements
"@VictorTheClean3 I guess that's true as long as you do not include the 10-15% of Eurasian population alive in 1913 that died in wars over the next XX years that were in no small part driven by higher degrees of automation (ie the Germans were kicking the UK's collective arse 1874-1913)" @LukeGromen on X 2025-07-28 16:02:43 UTC 343.4K followers, XXX engagements
"@matthew_pines they needed to partner with Putin not vilify him. Now they are stuck" @LukeGromen on X 2025-07-27 23:32:11 UTC 343.4K followers, 3485 engagements
"One of the most important and biggest mean reversion trades in XXX years👇 It's footprints can be seen in gold prices gold flows UST and western sovereign bond markets.and yet most macro participants have not had the trade on (long gold short LT western sovereign bonds.)" @LukeGromen on X 2025-07-20 19:33:55 UTC 343.4K followers, 110K engagements
"@HayekAndKeynes @randomal974199 @Stimpyz1 Economists that blindly believe higher population will always be better in for a rude awakening when AI takes many of the jobs in the biggest employer in XX of XX states (healthcare) in next few yrs Which blows up the banks when those people can't pay their mortgages & car loans" @LukeGromen on X 2025-07-15 15:37:20 UTC 343K followers, 1926 engagements
"@1MarkMoss i think they want a neutral reserve asset b/c the post-1971 USD system is killing America" @LukeGromen on X 2025-07-27 19:17:22 UTC 343.4K followers, 6770 engagements
/creator/twitter::LukeGromen