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# ![@MilkRoadMacro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1668531053739364352.png) @MilkRoadMacro Milk Road Macro

Milk Road Macro posts on X about stocks, bitcoin, china, fed 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1668531053739364352/c:line/m:interactions.svg)

- X Week XXXXXXX +248%
- X Month XXXXXXX +117%
- X Months XXXXXXXXX +7,350,833%
- X Year XXXXXXXXX +539,976%

### Mentions: XX [#](/creator/twitter::1668531053739364352/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1668531053739364352/c:line/m:posts_active.svg)

- X Week XX +31%
- X Month XXX +26%
- X Months XXX +34,800%
- X Year XXX +6,900%

### Followers: XXXXX [#](/creator/twitter::1668531053739364352/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1668531053739364352/c:line/m:followers.svg)

- X Week XXXXX +5.80%
- X Month XXXXX +29%
- X Months XXXXX +1,840%
- X Year XXXXX +4,179%

### CreatorRank: XXXXXXX [#](/creator/twitter::1668531053739364352/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1668531053739364352/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1668531053739364352/influence)
---

**Social category influence**
[finance](/list/finance)  #5858 [cryptocurrencies](/list/cryptocurrencies)  #2031 [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #1320, [bitcoin](/topic/bitcoin) #800, [china](/topic/china) 7.69%, [fed](/topic/fed) #416, [tariffs](/topic/tariffs) #2467, [over the](/topic/over-the) #3074, [balance sheet](/topic/balance-sheet) #685, [debt](/topic/debt) #2518, [gdp](/topic/gdp) 1.92%, [gdp growth](/topic/gdp-growth) XXXX%

**Top accounts mentioned or mentioned by**
[@barchart](/creator/undefined) [@tomasonmarkets](/creator/undefined) [@kalshi](/creator/undefined) [@m3melody](/creator/undefined) [@calebfranzen](/creator/undefined) [@joeyhofmeister1](/creator/undefined) [@tech_fizz_](/creator/undefined) [@wise_token](/creator/undefined) [@caprioleio](/creator/undefined) [@henrikzeberg](/creator/undefined) [@sanctuarywp](/creator/undefined) [@zerohedge](/creator/undefined) [@ashcryptoreal](/creator/undefined) [@bennpeifert](/creator/undefined) [@melmattison1](/creator/undefined) [@frankiej_crypto](/creator/undefined) [@pawekwiatko](/creator/undefined) [@wasupmt](/creator/undefined) [@helloiamemin](/creator/undefined) [@milkroad](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Robinhood Markets, Inc. (HOOD)](/topic/$hood)
### Top Social Posts [#](/creator/twitter::1668531053739364352/posts)
---
Top posts by engagements in the last XX hours

"The hedge funds were wrong. They've been shorting the Russell 2000 in recent months. But looks like they've dug themselves into a hole. It looks like they've now started to close their shorts. But they still have a long way to go. A short squeeze for the Russell 2000 is still on the horizon"  
[X Link](https://x.com/MilkRoadMacro/status/1977003775224430919) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-11T13:30Z 4540 followers, 5412 engagements


"While there are chances that QT will end soon. This does NOT mean that QE will restart immediately. Our guess is that the FED will increase their balance sheet extremely slowly probably at pace with GDP growth. A step in the right direction but still a long way to go"  
[X Link](https://x.com/MilkRoadMacro/status/1978438221613998258) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-15T12:30Z 4559 followers, 7483 engagements


"China weaponized its rare earth exports. Trump hit back with XXX% tariffs on all Chinese goods and within hours nearly $1T in value was wiped from global markets. Then came the reversal. Trump softened his tone and risk assets rebounded. $ETH was one of fastest to recover now trading around $4100. This wasnt speculative froth it was structural demand holding the floor. Thats why we believe Ethereum breaks its all time high before year end and were taking that bet 👇"  
[X Link](https://x.com/MilkRoadMacro/status/1978498636737867821) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-15T16:30Z 4469 followers, 5865 engagements


"According to @Kalshi the US government shutdown will last almost XX days. This would make it the longest government shutdown EVER. Let's just say Trump loves breaking records"  
[X Link](https://x.com/MilkRoadMacro/status/1978876114585137483) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-16T17:30Z 4534 followers, 3231 engagements


"While everyone's talking about yet another crypto dump. No one is talking about why it's happening. The main reason is rising tensions between US and China. By now we all know that Trump threatened XXX% tariffs but then walked back on it two days later. Everyone thought markets had reset but China didn't take this lightly. China retaliated with sanctions on US shipping and probes. Starting October XX China imposed a XXX yuan ($56) per ton fee on US-owned operated or built ships docking at its ports. China is retaliating hard against the US. Markets are now pricing in this escalation and thats"  
[X Link](https://x.com/MilkRoadMacro/status/1979145649531818425) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-17T11:21Z 4567 followers, 24.7K engagements


"The latest hot topic is "rare earths" So we figured we'd share about we know about it: - Theyre a group of XX metallic elements - Names sound straight out of sci-fi movie: Samarium Yttrium Lutetium. - Most mining happens in one Chinese city: Bayan Obo But heres the kicker: Over XX% of the worlds rare earth supply comes from China. And despite the name theyre not actually rare. Other countries just dont mine them because its insanely polluting. So everyone let China handle the dirty work And now its coming back to bite them"  
[X Link](https://x.com/MilkRoadMacro/status/1979565191001186760) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-18T15:08Z 4522 followers, 4021 engagements


"Our team bought $HOOD at $XXXXX Since then we are up +329%. Not every call hits like that but when they do it pays to be early. For more calls like this subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1979608439367286876) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-18T18:00Z 4515 followers, 2562 engagements


"Last week has truly been volatile. And we can clearly see that as the VIX climbed above XX. Its highest level since May. Markets are jittery and fear is creeping back in"  
[X Link](https://x.com/MilkRoadMacro/status/1979948174665257331) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-19T16:30Z 4522 followers, 3328 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1980018864823161268) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-19T21:10Z 4531 followers, XXX engagements


"JUST IN: ISM Manufacturing PMI came in at XXXX (vs. XXXX expected). Were still waiting for a print above XX to confirm the start of altcoin season. Not there yet but were getting closer"  
[X Link](https://x.com/MilkRoadMacro/status/1962882526013493620) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-09-02T14:17Z 4577 followers, 5554 engagements


"CRAZY FACT: Bitcoins year-to-date volatility has been lower than the S&P 500"  
[X Link](https://x.com/MilkRoadMacro/status/1980280373721620891) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T14:30Z 4578 followers, 4454 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1980378523769663874) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T21:00Z 4578 followers, XXX engagements


"Whether it's stocks real estate or even crypto. We break down all the big investment moves in our newsletter. Get the analysis here:"  
[X Link](https://x.com/MilkRoadMacro/status/1980651201290203311) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T15:03Z 4578 followers, XXX engagements


"The US Treasury rebuilt its cash pile (TGA) after the debt ceiling drama. To do that it pulled $500bn out of the system a direct drag on market liquidity. That drain cut into bank reserves pushing them toward the danger zone that triggered the 2019 repo crisis. Stress signals like SOFR spreads have already ticked higher. If reserves fall too far the Fed wont have a choice. QT (balance sheet runoff) will have to end. The real question: does the Fed step in early or do they wait until the system breaks first The TGA rebuild is nearly done. Liquidity stops draining. And if QT ends soon the"  
[X Link](https://x.com/MilkRoadMacro/status/1973780039096529305) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-02T16:00Z 4590 followers, 5851 engagements


"Why This Could Be the Biggest Bull Run Since the 1950s w/ @MelMattison1 Want to know how we survive $34T of U.S. debt Mel makes the contrarian case for why debt isnt the problem and why interest payments could actually stimulate the economy. Tune in to know more TIME POINTS 00:00 Intro 01:16 Macro Outlook & Mels Framework 06:34 Will the Bull Run Broaden 14:45 The Feds Third Mandate 23:42 Yield Curve Control Explained 35:10 What Is MMT 37:14 Gold & $BTC Forecasts 45:37 Final Takeaways"  
[X Link](https://x.com/MilkRoadMacro/status/1975584780201697435) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-07T15:31Z 4590 followers, 3084 engagements


"Last week wasnt a crash it was a reset. The kind every bull market needs before it can go higher. Stocks crypto even bonds were all moving up and it looked stable but they were quietly overleveraged. When China tightened export controls and Trump revived XXX% tariffs volatility finally woke up. Systematic funds flipped from buying to selling overnight dumping risk to stay inside their models. Prices fell fast but nothing broke just leverage being forced out of the system. In every extended bull cycle these volatility resets are what keep the structure healthy. They drain excess leverage reset"  
[X Link](https://x.com/MilkRoadMacro/status/1978158909161685173) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-14T18:00Z 4590 followers, 5350 engagements


"Home sales are at a 30-year low. And its all because of affordability. Housing prices keep climbing but wages just cant keep up. The median home price in the U.S. is now $420000 while the median household income sits at $80000. h/t @barchart for the chart"  
[X Link](https://x.com/MilkRoadMacro/status/1978816947354837499) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-16T13:34Z 4590 followers, 3833 engagements


"The macro set up is extremely bullish right now: - The majority of global central banks are now in easing mode. - The US economy shows signs of reacceleration as the ISM and PMI are ticking up. - Liquidity is returning to markets as the Treasury General Account (TGA) refill is complete. - Despite fear theres no clear top across major assets (Bitcoin S&P Gold). Higher"  
[X Link](https://x.com/MilkRoadMacro/status/1980250165492801564) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T12:30Z 4590 followers, 6387 engagements


"There are now 500000 more home sellers than buyers. The biggest gap the market has ever seen. That means supplys rising demands drying up and prices are next to crack"  
[X Link](https://x.com/MilkRoadMacro/status/1980370971426189413) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T20:30Z 4590 followers, 18.1K engagements


"Everyone says real estate always wins. But over the last XX years its not even close. Since 1970 the S&P XXX has outperformed U.S. housing by roughly 6-to-1. Thats the power of owning productive assets. Housing gives you stability leverage and a roof over your head while stocks give you exposure to growth technology and the global economy. Both build wealth but in completely different ways. The real question isnt which performs better its which risk you can live with"  
[X Link](https://x.com/MilkRoadMacro/status/1980620127055032613) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T13:00Z 4590 followers, 2869 engagements


"There are now more ETFs than stocks in the U.S. market. In 2010 there were twice as many public companies as ETFs. Today thats flipped the wrappers outnumber the things they wrap. This is what happens when active investing gives way to flows. Investors stopped picking winners and started buying themes: AI energy defense Bitcoin whatevers trending. Markets used to be driven by fundamentals now theyre driven by ETF flows and index weightings. Thats true liquidity discovery"  
[X Link](https://x.com/MilkRoadMacro/status/1980650318657638697) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T15:00Z 4590 followers, 22.1K engagements


"Ignore the Headlines. The Charts Are Screaming Bull Market w/ @CalebFranzen The National Financial Conditions Index just hit multi-year lows. Caleb explains why thats rocket fuel for risk assets. Tune in to know more TIME POINTS 00:00 Intro 01:09 Bull or Bear 03:45 High Beta vs Low Vol 05:23 Calebs #1 Chart 08:29 What Flips Caleb Bearish 11:00 S&P XXX Price Target 12:41 Trump Tweet Impact 16:50 Bitcoin: Crash or Buy 20:05 $BTC vs Gold 23:04 Fed Index Explained 24:20 Calebs Strategy 28:08 Gold Breakout Signal 30:30 Powells Next Move 33:45 USChina Outlook 37:03 Wrap-Up"  
[X Link](https://x.com/MilkRoadMacro/status/1980663356307779962) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T15:51Z 4590 followers, 29.7K engagements


"QT isnt ending its evolving. Last week Fed Chair Powell signaled an end to Quantitative Tightening. But rather than a crash back into Quantitative Easing he hinted at a more subtle shift. Over the past few years the Feds balance sheet grew by over $X trillion due to QE and recently QT trimmed this creating pressure points in bank reserves. Now nearing scarce reserves the shift away may stabilize these vital components. The hidden takeaway Stopping QT might align with keeping financial plumbing smooth without springing back to aggressive QE. Its less of when QE and more about careful monetary"  
[X Link](https://x.com/MilkRoadMacro/status/1980688062838632680) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T17:30Z 4590 followers, 6728 engagements


"Weve said this before but its worth repeating: Over XX% of global banks are now in easing mode. The only major holdout was Japan. until now. With Takaichi officially taking office yesterday a stimulus package is already in the works. More easing = more fuel for $BTC"  
[X Link](https://x.com/MilkRoadMacro/status/1981005137054507447) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T14:30Z 4590 followers, 10.3K engagements


"In 2021 most U.S. homeowners locked in mortgage rates under 3%. Today new loans are pushing past 7%. If youre holding a XXX% mortgage youre not selling. If youre buying at X% youre priced out. So inventory collapses demand collapses but prices refuse to fall. The result The biggest affordability freeze in modern housing history"  
[X Link](https://x.com/MilkRoadMacro/status/1981027848099119471) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T16:00Z 4590 followers, 2957 engagements


"Japan's move changes everything for crypto. We track these macro shifts daily so you don't have to. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981038116153733355) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T16:41Z 4590 followers, XXX engagements


"Chat what pattern is this"  
[X Link](https://x.com/MilkRoadMacro/status/1981065555202470249) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T18:30Z 4590 followers, 2937 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981080879104692524) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T19:31Z 4590 followers, XXX engagements