[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.] #  @MilkRoadMacro Milk Road Macro Milk Road Macro posts on X about fed, balance sheet, inflation, $20bn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1668531053739364352/interactions)  - X Week XXXXXXX +325% - X Month XXXXXXX +24% - X Months XXXXXXXXX +17,630% - X Year XXXXXXXXX +2,657,424% ### Mentions: XX [#](/creator/twitter::1668531053739364352/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +5,875% - X Year XXX +16,100% ### Followers: XXXXX [#](/creator/twitter::1668531053739364352/followers)  - X Week XXXXX +5.60% - X Month XXXXX +23% - X Months XXXXX +521% - X Year XXXXX +2,640% ### CreatorRank: XXXXXXX [#](/creator/twitter::1668531053739364352/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #3292 [stocks](/list/stocks) #4232 [exchanges](/list/exchanges) #169 [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [fed](/topic/fed) #178, [balance sheet](/topic/balance-sheet) #607, [inflation](/topic/inflation) #213, [$20bn](/topic/$20bn) #1, [milk](/topic/milk) #249, [liquidity](/topic/liquidity) #624, [$800bn](/topic/$800bn) #1, [midnight](/topic/midnight) 7.14%, [nasdaq](/topic/nasdaq) #12, [stocks](/topic/stocks) #417 **Top accounts mentioned or mentioned by** [@wise_token](/creator/undefined) [@stockstormx](/creator/undefined) [@aschectman](/creator/undefined) [@ttmygh](/creator/undefined) [@jvisserlabs](/creator/undefined) [@watcherguru](/creator/undefined) [@aaron_552](/creator/undefined) [@nobscrypto](/creator/undefined) [@invested_medici](/creator/undefined) [@avntmoonboi](/creator/undefined) [@veselin68732646](/creator/undefined) [@truthdotphd](/creator/undefined) [@__vitruvianman](/creator/undefined) [@malinpaul](/creator/undefined) [@madinacrypto](/creator/undefined) [@waynenj7](/creator/undefined) [@notmynamethis](/creator/undefined) [@benedictinebull](/creator/undefined) [@het_tk](/creator/undefined) [@arturoboracay](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last XX hours "The Dollar System Is Breaking & Gold Is Becoming Money Again w/ @ASchectman Gold isnt rallying. Its being reintegrated into the global financial system. BRICS mBridge physical delivery the architecture is already shifting. The dollar just hasnt gotten the memo yet. Tune in to know more TIME POINTS 00:00 Intro 01:38 Why Gold Is Exploding 04:50 Whos Buying Physical Gold (and Why) 13:11 Tokenized Gold Explained 16:14 Reserve 16:40 BRICS & the Gold Settlement Shift 31:50 Why the U.S. Is Importing Gold Again 34:00 The Gold Revaluation Play 41:39 Silvers Big Moment 49:15 Wrap-Up" [X Link](https://x.com/MilkRoadMacro/status/1995883689549451460) 2025-12-02T15:52Z 6539 followers, 2825 engagements "The Fed will be forced to start QE very soon. According to most analysts it will as early as Q1 2026. But here's why this QE will be very different: X. The pace of QE will be very slow The balance sheet is expected to increase by about $20bn per month. Which is tiny compared to the $800bn per month in 2020. X. The type of QE will be different The Fed will be buying treasury bills not treasury coupons. - Buying treasury coupons = real QE - Buying treasury bills = slow QE So here's the main takeaway: The overall direct effect on risk asset markets from this QE will be minimal" [X Link](https://x.com/MilkRoadMacro/status/1996300931965878573) 2025-12-03T19:30Z 6546 followers, 61.7K engagements "We run a twice-weekly macro newsletter. It breaks down complicated macro topics like Quantitative Tightening (QT) & Treasury Yields. And how it all impacts assets like equities crypto and gold. If you want macro made simple subscribe here:" [X Link](https://x.com/MilkRoadMacro/status/1997003066986684869) 2025-12-05T18:00Z 6546 followers, 2385 engagements "BIGGEST CATALYST FOR THE WEEK: At midnight tonight Quantitative Tightening (QT) officially ends. QT = the Fed selling bonds = pulling cash out of the system. Here's why this is important: Since 2022 the Fed has drained $X trillion in liquidity as its balance sheet dropped from $9T $6.6T. This was the most aggressive QT we've seen. But this ends tonight. QE wont ramp up immediately but the simple fact that QT is done is a step in the right direction" [X Link](https://x.com/MilkRoadMacro/status/1995519220931817721) 2025-12-01T15:43Z 6546 followers, 23.9K engagements "Its been a strange correction across October and November: - S&P 500: -X% (image 1) - Nasdaq: -X% This lines up with the clear rotation out of speculative names (image 2). The BUZZ ETF (which tracks highly speculative stocks) dropped XX% across the same period. For context: thats a deeper drop than the tariff-crisis selloff in April 2025. But heres the interesting part: Since 2024 the BUZZ/SPX ratio has traded almost in lockstep with Bitcoin (image 3). But in image X you can see that BTC sold off more than it should have. So when risk appetite returns $BTC is set up for an outsized move higher" [X Link](https://x.com/MilkRoadMacro/status/1998090240951746820) 2025-12-08T18:00Z 6546 followers, 22.3K engagements "Rate cuts only work at full strength if the bond market agrees. Heres what that means: If the Fed cuts rates and both short-term and long-term yields move lower The rate cuts flow cleanly through the economy. But that isnt guaranteed. The Fed controls short-term yields but long-term yields are set by the market. So if investors think the Fed is cutting too aggressively or risking higher inflation Long-term yields will spike. So anytime you see long-term yields rising it likely means bond investors believe the cuts could reignite inflation" [X Link](https://x.com/MilkRoadMacro/status/1997667447902732793) 2025-12-07T14:00Z 6546 followers, 10.9K engagements "The Global Monetary Order Is Breaking Down w/ @ttmygh Grant believes we could see a blow-off top before the next major correction. Not because things are strong But because theyre unstable. Tune in to know more TIME POINTS 00:00 Intro 01:28 Fed Outlook: FOMC & Rate Cuts 04:10 QE Is Coming Back 06:28 How Russia Sanctions Broke Trust 09:56 Reserve 10:22 Can Trust in the Dollar Be Restored 13:34 Why Gold Becomes Money Again 17:22 Gold AI & the Future Economy 21:08 How to Think About Golds Price 24:38 Biggest Market Surprises of 2025 27:34 2026 Market Outlook: Risks & Signals 30:05 BRICS New" [X Link](https://x.com/MilkRoadMacro/status/1998438698807951730) 2025-12-09T17:04Z 6546 followers, 3636 engagements "The October employment report wont be released until December But heres why that might actually be a good thing: Right now the odds of a December rate cut are sitting at 85%. The only major factor that could drag those odds lower is strong labor market data. Strong labor market = No urgency for a rate cut. But since we wont get any new employment numbers until December 10th which is after the Fed meeting. The December rate cut is basically a lock at this point" [X Link](https://x.com/MilkRoadMacro/status/1994051176145600794) 2025-11-27T14:30Z 6466 followers, 4211 engagements "ISM stays below XX. Heres why thats bearish for risk assets: The ISM has been one of the most reliable indicators of the business cycle. When it rises above XX the economy enters expansion which is great for risk assets. But the problem is that the ISM has been sluggish recently. It has been stuck under XX for over X months now. Yesterdays print came in at XXXX missing expectations of XX. The slowdown continues and were still waiting for signs of a real turnaround. The grind to get ISM back above XX rolls on" [X Link](https://x.com/MilkRoadMacro/status/1995863051577557193) 2025-12-02T14:30Z 6530 followers, 22.9K engagements "Its official. After nearly four years the Fed's Quantitative Tightening (QT) program has come to an end. QT ending = no more liquidity drain from markets But here's the reality check: It doesnt mean much for risk assets. Balance-sheet runoff has been tiny since March 2025. So the net liquidity boost from stopping QT is basically unnoticeable. The only positive is that this can be seen as a bullish signal to markets" [X Link](https://x.com/MilkRoadMacro/status/1996225437190820239) 2025-12-03T14:30Z 6546 followers, 7322 engagements "Despite all the noise. Markets dont currently believe inflation is a major problem. Long-term inflation expectations have been falling sharply in recent months. (see image below) So for now there are no immediate inflation concerns. The main reason is that markets arent pricing in any turbo cuts for 2026. They expect just X rate cuts for 2026. For context: 2025 will also have three cuts if we get the widely expected one in December. Inflation is not a major concern right now" [X Link](https://x.com/MilkRoadMacro/status/1997305115477409941) 2025-12-06T14:00Z 6499 followers, 3730 engagements "The biggest macro story of the week: Bloomberg reported that Kevin Hassett is now the frontrunner for the Fed Chair role. Heres how markets reacted: - Risk assets moved higher (image 1) - The dollar ( $DXY ) dropped (image 2) But the most important reaction came from the Treasury market. If markets saw this as bad news yields wouldve spiked which would have triggered a broad market freak-out. But that didnt happen at all (image 3)" [X Link](https://x.com/MilkRoadMacro/status/1995138283794558979) 2025-11-30T14:30Z 6546 followers, 17.5K engagements "There's big worries about Hassett becoming Fed Chair: Here's why: Many see Hassett as a "Trump puppet" and will do anything to lower rates. The main issue is that lower rates brings about higher inflation. This issue is what's causing the bond market to "freak-out". Over the last few weeks we've seen a sharp spike in 10-yr treasury yields. If this figure rises above XXX% it usually brings about weakness across risk assets. 10-yr treasury yields currently sit at XXX% well below the danger zone. But yields could climb fast if Hassetts odds keep rising. Higher 10-yr yield = more fear in the" [X Link](https://x.com/MilkRoadMacro/status/1996928488226673079) 2025-12-05T13:03Z 6546 followers, 30.9K engagements "Quantitative Easing (QE) will return in 2026 But it wont be the turbo QE weve seen in past crises. We only get real heavy QE if something breaks like: - Treasury market meltdown - Major war - Deep recession - Systemic banking crisis Right now the odds of seeing full-blown QE are actually falling" [X Link](https://x.com/MilkRoadMacro/status/1997357889833652724) 2025-12-06T17:30Z 6546 followers, 32K engagements "QT ending = no more liquidity drain from markets But here's the reality check: This doesn't mean that QE will start right away. QE is expected to resume sometime in Q1 2026. But this time QE will be very different. 👇 X. The pace of QE will be very slow The balance sheet is expected to increase by about $20bn per month. Which is tiny compared to the $800bn per month in 2020. X. The type of QE will be different The Fed will be buying treasury bills not treasury coupons. - Buying treasury coupons = real QE - Buying treasury bills = slow QE So here's the main takeaway: The overall direct effect" [X Link](https://x.com/MilkRoadMacro/status/1998014033925161455) 2025-12-08T12:57Z 6546 followers, 71.9K engagements "@jvisserlabs Bitcoin will blow up when risk appetite returns" [X Link](https://x.com/MilkRoadMacro/status/1998399715453644871) 2025-12-09T14:29Z 6546 followers, 17.5K engagements "@WatcherGuru Hassett becomes Fed Chair pushes for rate cuts inflation heats up again 10-year yields spike toward XXX% risk assets take a hit" [X Link](https://x.com/MilkRoadMacro/status/1998402979574194378) 2025-12-09T14:42Z 6546 followers, XXX engagements ""AI Bubble" fears are rising again. (image 1) Some people are starting to worry about the levels of debt being accrued within the AI sphere. They have been pointing to CDS (Credit Default Swaps) on big-name tech companies (Oracle Coreweave Softbank Amazon Microsoft Google) moving higher. (image 2) But here's what they're not telling you: The risk on the credit default swaps are still mostly incredible low. This means they have a very low chance of default. Dont lose sleep over the AI bubble just yet" [X Link](https://x.com/MilkRoadMacro/status/1998445118106558847) 2025-12-09T17:30Z 6546 followers, 2532 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.]
@MilkRoadMacro Milk Road Macro
Milk Road Macro posts on X about fed, balance sheet, inflation, $20bn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +325%
- X Month XXXXXXX +24%
- X Months XXXXXXXXX +17,630%
- X Year XXXXXXXXX +2,657,424%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +5,875%
- X Year XXX +16,100%
Followers: XXXXX #
- X Week XXXXX +5.60%
- X Month XXXXX +23%
- X Months XXXXX +521%
- X Year XXXXX +2,640%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #3292 stocks #4232 exchanges #169 countries XXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence fed #178, balance sheet #607, inflation #213, $20bn #1, milk #249, liquidity #624, $800bn #1, midnight 7.14%, nasdaq #12, stocks #417
Top accounts mentioned or mentioned by @wise_token @stockstormx @aschectman @ttmygh @jvisserlabs @watcherguru @aaron_552 @nobscrypto @invested_medici @avntmoonboi @veselin68732646 @truthdotphd @__vitruvianman @malinpaul @madinacrypto @waynenj7 @notmynamethis @benedictinebull @het_tk @arturoboracay
Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last XX hours
"The Dollar System Is Breaking & Gold Is Becoming Money Again w/ @ASchectman Gold isnt rallying. Its being reintegrated into the global financial system. BRICS mBridge physical delivery the architecture is already shifting. The dollar just hasnt gotten the memo yet. Tune in to know more TIME POINTS 00:00 Intro 01:38 Why Gold Is Exploding 04:50 Whos Buying Physical Gold (and Why) 13:11 Tokenized Gold Explained 16:14 Reserve 16:40 BRICS & the Gold Settlement Shift 31:50 Why the U.S. Is Importing Gold Again 34:00 The Gold Revaluation Play 41:39 Silvers Big Moment 49:15 Wrap-Up"
X Link 2025-12-02T15:52Z 6539 followers, 2825 engagements
"The Fed will be forced to start QE very soon. According to most analysts it will as early as Q1 2026. But here's why this QE will be very different: X. The pace of QE will be very slow The balance sheet is expected to increase by about $20bn per month. Which is tiny compared to the $800bn per month in 2020. X. The type of QE will be different The Fed will be buying treasury bills not treasury coupons. - Buying treasury coupons = real QE - Buying treasury bills = slow QE So here's the main takeaway: The overall direct effect on risk asset markets from this QE will be minimal"
X Link 2025-12-03T19:30Z 6546 followers, 61.7K engagements
"We run a twice-weekly macro newsletter. It breaks down complicated macro topics like Quantitative Tightening (QT) & Treasury Yields. And how it all impacts assets like equities crypto and gold. If you want macro made simple subscribe here:"
X Link 2025-12-05T18:00Z 6546 followers, 2385 engagements
"BIGGEST CATALYST FOR THE WEEK: At midnight tonight Quantitative Tightening (QT) officially ends. QT = the Fed selling bonds = pulling cash out of the system. Here's why this is important: Since 2022 the Fed has drained $X trillion in liquidity as its balance sheet dropped from $9T $6.6T. This was the most aggressive QT we've seen. But this ends tonight. QE wont ramp up immediately but the simple fact that QT is done is a step in the right direction"
X Link 2025-12-01T15:43Z 6546 followers, 23.9K engagements
"Its been a strange correction across October and November: - S&P 500: -X% (image 1) - Nasdaq: -X% This lines up with the clear rotation out of speculative names (image 2). The BUZZ ETF (which tracks highly speculative stocks) dropped XX% across the same period. For context: thats a deeper drop than the tariff-crisis selloff in April 2025. But heres the interesting part: Since 2024 the BUZZ/SPX ratio has traded almost in lockstep with Bitcoin (image 3). But in image X you can see that BTC sold off more than it should have. So when risk appetite returns $BTC is set up for an outsized move higher"
X Link 2025-12-08T18:00Z 6546 followers, 22.3K engagements
"Rate cuts only work at full strength if the bond market agrees. Heres what that means: If the Fed cuts rates and both short-term and long-term yields move lower The rate cuts flow cleanly through the economy. But that isnt guaranteed. The Fed controls short-term yields but long-term yields are set by the market. So if investors think the Fed is cutting too aggressively or risking higher inflation Long-term yields will spike. So anytime you see long-term yields rising it likely means bond investors believe the cuts could reignite inflation"
X Link 2025-12-07T14:00Z 6546 followers, 10.9K engagements
"The Global Monetary Order Is Breaking Down w/ @ttmygh Grant believes we could see a blow-off top before the next major correction. Not because things are strong But because theyre unstable. Tune in to know more TIME POINTS 00:00 Intro 01:28 Fed Outlook: FOMC & Rate Cuts 04:10 QE Is Coming Back 06:28 How Russia Sanctions Broke Trust 09:56 Reserve 10:22 Can Trust in the Dollar Be Restored 13:34 Why Gold Becomes Money Again 17:22 Gold AI & the Future Economy 21:08 How to Think About Golds Price 24:38 Biggest Market Surprises of 2025 27:34 2026 Market Outlook: Risks & Signals 30:05 BRICS New"
X Link 2025-12-09T17:04Z 6546 followers, 3636 engagements
"The October employment report wont be released until December But heres why that might actually be a good thing: Right now the odds of a December rate cut are sitting at 85%. The only major factor that could drag those odds lower is strong labor market data. Strong labor market = No urgency for a rate cut. But since we wont get any new employment numbers until December 10th which is after the Fed meeting. The December rate cut is basically a lock at this point"
X Link 2025-11-27T14:30Z 6466 followers, 4211 engagements
"ISM stays below XX. Heres why thats bearish for risk assets: The ISM has been one of the most reliable indicators of the business cycle. When it rises above XX the economy enters expansion which is great for risk assets. But the problem is that the ISM has been sluggish recently. It has been stuck under XX for over X months now. Yesterdays print came in at XXXX missing expectations of XX. The slowdown continues and were still waiting for signs of a real turnaround. The grind to get ISM back above XX rolls on"
X Link 2025-12-02T14:30Z 6530 followers, 22.9K engagements
"Its official. After nearly four years the Fed's Quantitative Tightening (QT) program has come to an end. QT ending = no more liquidity drain from markets But here's the reality check: It doesnt mean much for risk assets. Balance-sheet runoff has been tiny since March 2025. So the net liquidity boost from stopping QT is basically unnoticeable. The only positive is that this can be seen as a bullish signal to markets"
X Link 2025-12-03T14:30Z 6546 followers, 7322 engagements
"Despite all the noise. Markets dont currently believe inflation is a major problem. Long-term inflation expectations have been falling sharply in recent months. (see image below) So for now there are no immediate inflation concerns. The main reason is that markets arent pricing in any turbo cuts for 2026. They expect just X rate cuts for 2026. For context: 2025 will also have three cuts if we get the widely expected one in December. Inflation is not a major concern right now"
X Link 2025-12-06T14:00Z 6499 followers, 3730 engagements
"The biggest macro story of the week: Bloomberg reported that Kevin Hassett is now the frontrunner for the Fed Chair role. Heres how markets reacted: - Risk assets moved higher (image 1) - The dollar ( $DXY ) dropped (image 2) But the most important reaction came from the Treasury market. If markets saw this as bad news yields wouldve spiked which would have triggered a broad market freak-out. But that didnt happen at all (image 3)"
X Link 2025-11-30T14:30Z 6546 followers, 17.5K engagements
"There's big worries about Hassett becoming Fed Chair: Here's why: Many see Hassett as a "Trump puppet" and will do anything to lower rates. The main issue is that lower rates brings about higher inflation. This issue is what's causing the bond market to "freak-out". Over the last few weeks we've seen a sharp spike in 10-yr treasury yields. If this figure rises above XXX% it usually brings about weakness across risk assets. 10-yr treasury yields currently sit at XXX% well below the danger zone. But yields could climb fast if Hassetts odds keep rising. Higher 10-yr yield = more fear in the"
X Link 2025-12-05T13:03Z 6546 followers, 30.9K engagements
"Quantitative Easing (QE) will return in 2026 But it wont be the turbo QE weve seen in past crises. We only get real heavy QE if something breaks like: - Treasury market meltdown - Major war - Deep recession - Systemic banking crisis Right now the odds of seeing full-blown QE are actually falling"
X Link 2025-12-06T17:30Z 6546 followers, 32K engagements
"QT ending = no more liquidity drain from markets But here's the reality check: This doesn't mean that QE will start right away. QE is expected to resume sometime in Q1 2026. But this time QE will be very different. 👇 X. The pace of QE will be very slow The balance sheet is expected to increase by about $20bn per month. Which is tiny compared to the $800bn per month in 2020. X. The type of QE will be different The Fed will be buying treasury bills not treasury coupons. - Buying treasury coupons = real QE - Buying treasury bills = slow QE So here's the main takeaway: The overall direct effect"
X Link 2025-12-08T12:57Z 6546 followers, 71.9K engagements
"@jvisserlabs Bitcoin will blow up when risk appetite returns"
X Link 2025-12-09T14:29Z 6546 followers, 17.5K engagements
"@WatcherGuru Hassett becomes Fed Chair pushes for rate cuts inflation heats up again 10-year yields spike toward XXX% risk assets take a hit"
X Link 2025-12-09T14:42Z 6546 followers, XXX engagements
""AI Bubble" fears are rising again. (image 1) Some people are starting to worry about the levels of debt being accrued within the AI sphere. They have been pointing to CDS (Credit Default Swaps) on big-name tech companies (Oracle Coreweave Softbank Amazon Microsoft Google) moving higher. (image 2) But here's what they're not telling you: The risk on the credit default swaps are still mostly incredible low. This means they have a very low chance of default. Dont lose sleep over the AI bubble just yet"
X Link 2025-12-09T17:30Z 6546 followers, 2532 engagements