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# ![@Market_heretic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1899716704466575360.png) @Market_heretic Market Heretic

Market Heretic posts on X about china, money, hedge, fund manager the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1899716704466575360/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1899716704466575360/c:line/m:interactions.svg)

- X Week XXXXXX +132%
- X Month XXXXXXX +177%
- X Months XXXXXXX +358%

### Mentions: XX [#](/creator/twitter::1899716704466575360/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1899716704466575360/c:line/m:posts_active.svg)

- X Week XX +18%
- X Month XXX +35%
- X Months XXX +877%

### Followers: XXXXX [#](/creator/twitter::1899716704466575360/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1899716704466575360/c:line/m:followers.svg)

- X Week XXXXX +1.80%
- X Month XXXXX +15%
- X Months XXXXX +255%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1899716704466575360/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1899716704466575360/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1899716704466575360/influence)
---

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges) 

**Social topic influence**
[china](/topic/china), [money](/topic/money), [hedge](/topic/hedge) #345, [fund manager](/topic/fund-manager) #1630, [has been](/topic/has-been), [open ai](/topic/open-ai) #1638, [sentiment](/topic/sentiment) #603, [bitcoin](/topic/bitcoin), [aws outage](/topic/aws-outage), [global power](/topic/global-power)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::1899716704466575360/posts)
---
Top posts by engagements in the last XX hours

"@unusual_whales Of course not. Why would a former hedge fund manager working for the most market-obsessed president in history worry about the markets This is about as clear of a buy sign as you can get"  
[X Link](https://x.com/Market_heretic/status/1978447347081224508) [@Market_heretic](/creator/x/Market_heretic) 2025-10-15T13:06Z 3489 followers, 2194 engagements


"@zerohedge Its remarkable how many systems broke from a single AWS outage. A glimpse of how fragile the modern empire really is one server glitch away from silence. Terrifying implications in a world moving more towards war every day"  
[X Link](https://x.com/Market_heretic/status/1980428264473841720) [@Market_heretic](/creator/x/Market_heretic) 2025-10-21T00:17Z 3489 followers, 1184 engagements


"Interesting price divergence in small caps the last few days. Quietly rallying while the S&P and Qs drag. Rotation is brewing beneath the surface and I think this is a sign of things to come. When real strength returns I expect small caps to lead hard into year-end"  
[X Link](https://x.com/Market_heretic/status/1978262786644783570) [@Market_heretic](/creator/x/Market_heretic) 2025-10-15T00:52Z 3473 followers, XXX engagements


"Tomorrows Sanctum has been one of the most requested yet. Its been a complex puzzle to piece together but after a massive amount of research Im finally ready to share what Ive uncovered about energy and more specifically natural gas: its link to the AI boom and how to position for the coming chokepoint in global power. This is one of the cleanest Sword & Shield setups Ive mapped all year a pure macro risk-reward play. The full piece will be in my free newsletter where I can write at the depth I much prefer to but Ill share a heavily shortened version here on X. You wont want to miss this one."  
[X Link](https://x.com/Market_heretic/status/1979704079929766349) [@Market_heretic](/creator/x/Market_heretic) 2025-10-19T00:20Z 3476 followers, 2014 engagements


"This isnt the start of a war its the formal acknowledgment of one thats been running in the background for years. Chinas rare earth restrictions arent a tantrum. Theyre applied leverage. The message is simple: You want magnets We want chips. The U.S. depends on Chinas refining base. China depends on U.S. semiconductor tech and a weak dollar. Each holds the other hostage with a different weapon. Thats why I dont expect full-scale decoupling yet. I expect a midnight compromise before or after the XXX% tariffs land. Both sides need to posture publicly while quietly avoiding mutual pain. Still"  
[X Link](https://x.com/Market_heretic/status/1979733439533535410) [@Market_heretic](/creator/x/Market_heretic) 2025-10-19T02:16Z 3471 followers, 1400 engagements


"🕯 Sunday Sanctum #19: The Energy Choke - Power Patience and the Toll Road to AI Markets can print capital. They cant print capacity. The AI boom wont stall for lack of money it will stall on time: interconnection queues transformer waits and gas turbines that show up in years not quarters. The lights dont dim because the checkbook closes; but because steel cant bend faster than physics. At first it was a whisper one data center then two. Now its a drumbeat. Come back later is the new consent form. So what are the solutions Solar It wants to sprint; but the connection gate is walking and the"  
[X Link](https://x.com/Market_heretic/status/1979898160689684649) [@Market_heretic](/creator/x/Market_heretic) 2025-10-19T13:11Z 3477 followers, 1505 engagements


"@joeytunes2 @zerohedge Same thing as always my friend. Appreciation of assets on the back of debasement of currency. I expect this market to get a lot more euphoric before the bill comes due"  
[X Link](https://x.com/Market_heretic/status/1980086428626457060) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T01:39Z 3473 followers, XX engagements


"@KobeissiLetter I find this interesting because in my experience Grok is equal to or better than ChatGPT in research due to its ability to fetch live data and scroll socials. Yet X AI's valuation is nowhere near Open AI's. That means OpenAI is wildly overvalued or X AI is wildly undervalued"  
[X Link](https://x.com/Market_heretic/status/1980795555031978446) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T00:37Z 3489 followers, 1419 engagements


"@zerohedge Translation: Long-only funds (pensions mutual funds endowments etc.) are unloading risk. Hedge funds are loading up on it. The patient money is fading the rally. The fast money is front-running it. Basically sentiment and flows are mixed right now on the institutional side"  
[X Link](https://x.com/Market_heretic/status/1980800000524447864) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T00:54Z 3490 followers, XXX engagements


"Electricity prices looked stable after inflation these past few years but that illusion is ending. The wave of data centers now under construction will change the tide. Power demand is about to go vertical and the grid will turn to natural gas to keep the lights on. This is why I keep pounding the table on the gas trade. Its one of the cleanest setups for the coming AI-driven energy chokepoint. I broke down exactly how to play it last week"  
[X Link](https://x.com/Market_heretic/status/1980802647486787615) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T01:05Z 3489 followers, XXX engagements


"My current thoughts on the US / China escalation: China's new rare earth restrictions arent apocalyptic theyre just more aggressively applied leverage. The message is simple: you want rare earths We want chips. The U.S. needs Chinas refining capacity. China needs Americas semiconductor tech in addition needing a sustained weak dollar. Both sides hold each other at a different knife's point. I strongly expect a "midnight deal" will almost certainly occur right before (or right after) the XXX% tariffs kick in. Both governments want to look strong while quietly avoiding mutual pain. This"  
[X Link](https://x.com/Market_heretic/status/1978274933932437776) [@Market_heretic](/creator/x/Market_heretic) 2025-10-15T01:41Z 3482 followers, 11K engagements


"Strongly agree. Stablecoins have been paving the road for Crypto adoption in the background for a while now. I touched on how they were becoming increasing inter-twined with treasuries a while back in a previous Sanctum. Adoption has only grown since"  
[X Link](https://x.com/Market_heretic/status/1979737905028620687) [@Market_heretic](/creator/x/Market_heretic) 2025-10-19T02:34Z 3478 followers, XXX engagements


"The latest Scroll has been unraveled. Inside: a deep dive into the coming AI Energy Choke how to position in the current phase and what comes after as the cycle turns. Its free as always. The only thing I humbly ask is if you find value in it share it with others who may benefit. 🔥 Link below"  
[X Link](https://x.com/Market_heretic/status/1979901417289928879) [@Market_heretic](/creator/x/Market_heretic) 2025-10-19T13:24Z 3480 followers, 1203 engagements


"@zerohedge If theres one thing weve learned when Trump signals about the markets you should listen. Anyone whos followed his cues has made a fortune. Hes been showing his hand all year"  
[X Link](https://x.com/Market_heretic/status/1980084342719467951) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T01:31Z 3483 followers, 1022 engagements


"He wasnt a market god but thats not the point. Most Treasury Secretaries havent managed a dime of real money. Having someone who actually views markets through a macro traders lens is a massive improvement over another ivory tower economist. Ill take a trader over a theorist every time"  
[X Link](https://x.com/Market_heretic/status/1980117698693779873) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T03:43Z 3482 followers, 1330 engagements


"I created a portfolio of reckless leverage this year for my followers just to prove this point. If you throw risk balance out of the window it's absurdly easy to make money during a bull market. It's also nearly impossible to keep it when bad outcomes or bear markets arrive. Return without risk factored in is nearly useless"  
[X Link](https://x.com/Market_heretic/status/1980442291115553107) [@Market_heretic](/creator/x/Market_heretic) 2025-10-21T01:13Z 3482 followers, XXX engagements


"@Mr_Derivatives It's mostly just liquidity. Liquidity hits the farthest edge of the risk curve first. Also the narrative drag vs. AI is significant at this point in the cycle. Thats likely to change in 2026 as more pro Crypto bills get passed liquidity returns and rates come down more"  
[X Link](https://x.com/Market_heretic/status/1980476211227992322) [@Market_heretic](/creator/x/Market_heretic) 2025-10-21T03:28Z 3482 followers, 7081 engagements


"I mean that this recent sell-off has shown no signs of changing anything about this bull market long term yet. At least so far nothing has meaningfully changed from my perspective. I'll be monitoring the markets closely the next few weeks but I expect this China/US sabre rattling and Crypto sell-off to pass by in time just like everything else has this year. So far the map is still in tact"  
[X Link](https://x.com/Market_heretic/status/1977144070817697819) [@Market_heretic](/creator/x/Market_heretic) 2025-10-11T22:47Z 3483 followers, XX engagements


"@zerohedge This was the perfect dip: leverage purged bull intact. The only risk now is Trump pulling the pin on another grenade to throw into the market"  
[X Link](https://x.com/Market_heretic/status/1977497698103349534) [@Market_heretic](/creator/x/Market_heretic) 2025-10-12T22:12Z 3486 followers, 2872 engagements


"All signs point to another V-shaped recovery this week. If so it was the perfect dip just enough to flush the reckless not enough to break the bull. Trumps been steady all day: no cause for concern. If that holds this could be the moment to scoop up the best assets at a discount at the open. Or you can even frontrun the open in copper futures. No guarantees but one things been true all year: those who listened to Trump made a fortune"  
[X Link](https://x.com/Market_heretic/status/1977503739079803136) [@Market_heretic](/creator/x/Market_heretic) 2025-10-12T22:36Z 3486 followers, 2259 engagements


"@zerohedge Most will entirely mis-read this chart. Its not despair its tinder for ignition. If the people wont spend the State will. That means stimulus. Massive global-liquidity-lifting stimulus. Risk assets will soar. Copper will roar. Don't miss the turn Follow along for the map"  
[X Link](https://x.com/Market_heretic/status/1980076542903624016) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T01:00Z 3487 followers, 1080 engagements


"@zerohedge Chinas housing market is imploding. Their media can spin it all they want but the economy is hanging by a thread. A deal with the U.S. is coming. So is massive stimulus. Its the only way out. We just have to suffer through more endless posturing first"  
[X Link](https://x.com/Market_heretic/status/1980087764818538622) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T01:44Z 3488 followers, 1365 engagements


"For those who dont follow the implication here: China just reported strong GDP growth and industrial output for Q3. But power generation only rose XXX% year-over-year. Electricity usage is one of the hardest economic metrics to fake. If the economy were really running that hot power demand should be soaring. That means the recovery isnt as strong as the official numbers suggest. That being said Chinese PMI prints have started trending upwards the last few months a major sign that their economy is actually starting to grow again. I track these metrics closely follow along if you want the map"  
[X Link](https://x.com/Market_heretic/status/1980097675212337383) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T02:24Z 3485 followers, 1689 engagements


"@zerohedge I wouldnt want to face Bessent across the table during a negotiation. Hes not a policymaker hes a market tactician a former global hedge fund manager. Few living minds grasp the currents of money like he does. And unfortunately for China hes who they have to deal with"  
[X Link](https://x.com/Market_heretic/status/1980103379688026356) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T02:46Z 3488 followers, 24.8K engagements


"ET also has an extremely attractive chart for a mean reversion or reveral of trend. It sits in the lower quarter of its long-term mean reversion band. Momentum (MACD RSI) is quietly turning upward while price rests on a high-volume node thats acted as support for nearly a year. Reversal setups rarely align this cleanly: value structure and signal all converging. Its rare to find such under-valued assets in a melt-up. The valuation and technicals only make this setup more compelling"  
[X Link](https://x.com/Market_heretic/status/1980253027383787719) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T12:41Z 3488 followers, XXX engagements


"Do not fear the storm. Do not blindly run with the herd. Those who do are fools. Do not trade with them in their cage. Escape it and rise above them"  
[X Link](https://x.com/Market_heretic/status/1980272795457339882) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T14:00Z 3490 followers, XXX engagements


"@BlueBird_Invest Indeed he had a real blind spot for Bitcoin as many value investors do. He is still a wealth of knowledge. No one is without flaw though every person in this forge has something they blatently missed or had a questionable take on in hindsight"  
[X Link](https://x.com/Market_heretic/status/1980792592708366530) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T00:25Z 3483 followers, XX engagements


"@Itsallafugazi23 @KobeissiLetter I certainly wouldn't be buying any OpenAI if it were publicly traded so I tend to agree with you"  
[X Link](https://x.com/Market_heretic/status/1980803222379065770) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T01:07Z 3488 followers, XX engagements


"Social media is an incredible resource for sentiment research which I do a lot of. Agreed on the hallucinations but I have that issue with all the LLM's. I've just found Grok to be superior for research purposes. I do like ChatGPT's memory function a lot more than Grok though it's fantastic for fleshing out a long term Macro thesis"  
[X Link](https://x.com/Market_heretic/status/1980832916616933488) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T03:05Z 3490 followers, XX engagements


"Golds correction feels like the spark that reignites risk. I think the flow turns to Bitcoin next. A major tipping point in the cycle is unfolding"  
[X Link](https://x.com/Market_heretic/status/1980977751952924696) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T12:41Z 3488 followers, XXX engagements