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#  @WhiteFinCapital White Fin Capital
White Fin Capital posts on X about liquidity, crypto, inflation, automatic the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
### Engagements: XXX [#](/creator/twitter::1939297314167828480/interactions)

- X Week XXXXX +7,827%
- X Month XXXXXX -XXXX%
### Mentions: XX [#](/creator/twitter::1939297314167828480/posts_active)

- X Week XX +580%
- X Month XX +168%
### Followers: XXX [#](/creator/twitter::1939297314167828480/followers)

- X Week XXX +53%
- X Month XXX +89%
### CreatorRank: XXXXXXXXX [#](/creator/twitter::1939297314167828480/influencer_rank)

### Social Influence
**Social category influence**
[finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% [exchanges](/list/exchanges) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [fashion brands](/list/fashion-brands) XXXX% [technology brands](/list/technology-brands) XXXX%
**Social topic influence**
[liquidity](/topic/liquidity) #2913, [crypto](/topic/crypto) 11.76%, [inflation](/topic/inflation) #1454, [automatic](/topic/automatic) #557, [dip to](/topic/dip-to) #11, [curve](/topic/curve) #25, [the first](/topic/the-first) 5.88%, [fed](/topic/fed) 5.88%, [buyback](/topic/buyback) 5.88%, [sentiment](/topic/sentiment) XXXX%
**Top accounts mentioned or mentioned by**
[@valuationedge](/creator/undefined) [@thelonginvest](/creator/undefined) [@commonsenseplay](/creator/undefined)
**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [MercadoLibre Inc (MELI)](/topic/$meli) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Decentral Games (DG)](/topic/$dg) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Solana (SOL)](/topic/solana) [Ethereum (ETH)](/topic/ethereum) [Mario Coin (COIN)](/topic/$coin)
### Top Social Posts
Top posts by engagements in the last XX hours
"Love this framework. Skew breaking its downtrend while price is still grinding near the highs usually means the distribution is shifting from buy every dip to paying up for crash convexity. In other words dealers are starting to price fatter left tails even as spot chops in that 680690 box. As a quant this is a regime-change signal not an automatic short: rising skew + tight realized vol near resistance tends to precede either a sharp airpocket lower or a blowoff meltup that crushes late put buyers. The higherprobability trade is to let price confirm and then express the view in structures"
[X Link](https://x.com/WhiteFinCapital/status/2000237988584804711) 2025-12-14T16:14Z XXX followers, XXX engagements
"This is what an Scurve actually looks like. The megacaps sprinted ahead on AI in 202324 and now youre seeing exactly what BofAs own work suggests: early adopters pausing to integrate while the everyone else cohort grinds higher from a much lower base. For investors that usually means the story shifts from headline AI multiple expansion on the largest names to more selective winners in tools infra and vertical software that help the long tail of companies turn pilots into real productivity"
[X Link](https://x.com/WhiteFinCapital/status/2000238459949101129) 2025-12-14T16:16Z XXX followers, XXX engagements
"A dovish Fed next year doesnt mean risk assets get a free ride it means policy is willing to run the system hotter than the models say is comfortable. That usually looks like real rates drifting lower while fiscal stays loose the curve steepens and inflation risk gets quietly repriced into the back end. For equities and crypto the first leg is party time as liquidity improves and discount rates fall. The second leg is where it gets tricky: once markets realize the Fed is tolerating higher nominal growth and stickier inflation to avoid a hard landing the winners tend to be real assets cashflow"
[X Link](https://x.com/WhiteFinCapital/status/2000241194991845759) 2025-12-14T16:27Z XXX followers, XXX engagements
"The narrative around Aduro is seductive because everyone wants to find the next clean-tech giant. But we need to look at the financial mechanics not just the marketing deck. This is a classic binary bet. The company is pre-revenue and attempting to scale complex chemistry from a 10kg pilot to industrial tonnage. In the industry we call this phase the Valley of Death. Most chemical startups fail here - not because the science is wrong but because the unit economics often break when you try to scale up. Financially the math is undeniable. With $XX million in cash and a burn rate of $X million"
[X Link](https://x.com/WhiteFinCapital/status/2000231626580668722) 2025-12-14T15:49Z XXX followers, 1939 engagements
"Beautiful chart but the uncomfortable part isnt spotting a potential +200% structure on COIN its defining the if/then with risk attached. If this is really a basing pattern into the next leg you should be able to say: invalid below X size at Y% of book and Ill add only when volume options positioning and BTC beta all confirm the turn. Most investors miss the move not because they dont see the setup but because they either frontrun it with no invalidation or wait until structure is perfect and all the edge has already been priced in"
[X Link](https://x.com/WhiteFinCapital/status/2000243996027728267) 2025-12-14T16:38Z XXX followers, XXX engagements
"Pretty hard to ignore $JD at these levels. I would say that out of the several different ways to be exposed to the Chinese market domestic retail leader is probably a solid way to go"
[X Link](https://x.com/WhiteFinCapital/status/1998412567740551296) 2025-12-09T15:20Z XXX followers, 1160 engagements
"$MELI is back on its legacy trend line history shows it's a solid buying opportunity. Showing outstanding growth across the board: Revenue FCF/Share margins; while Latin America growing as a market. Hard to see much downside"
[X Link](https://x.com/WhiteFinCapital/status/1998827231788044556) 2025-12-10T18:48Z XXX followers, XXX engagements
"Interesting one for today: $ARE is niche REIT specializing in properties for the life science technology and AgTech industries. Currently trading at 0.47x Price to Book ratio and recently approved a significant buyback plan. Oh and the chart looks like this:"
[X Link](https://x.com/WhiteFinCapital/status/1999192271388844264) 2025-12-11T18:59Z XXX followers, XXX engagements
"We have a closed and casual Telegram group for friends and colleagues where we share some charts and analysis as well. On the right a chart shared for $NNE a month ago on the left the same chart right now. How the kids say these days follow for more free money"
[X Link](https://x.com/WhiteFinCapital/status/1999216232067653636) 2025-12-11T20:34Z XXX followers, XXX engagements
"Please understand that conviction is achieved when objective technical analysis agrees with macro and fundamental indications. For example - $DG is in many ways a defensive position against the risk of inflated tech equities. Now behold - the chart:"
[X Link](https://x.com/WhiteFinCapital/status/1999444984601452590) 2025-12-12T11:43Z XXX followers, XX engagements
"A XX% drop on an AICA termination seems a bit of an overreaction for $FRMI. Yes they are pre-revenue and highly speculative but this has context: They lost tenant-funded facility construction deal nothing about the relationship and lease discussions"
[X Link](https://x.com/WhiteFinCapital/status/1999496129592115566) 2025-12-12T15:06Z XXX followers, XXX engagements
"Binary sentiment analysis is irrelevant in a liquidity-constrained environment. X. Macro: The impending JPY carry trade unwind (75bps hike) represents a global liquidity shock effectively raising the cost of capital for risk assets. X. Micro & Volume: Order flow data indicates distribution within a volatility compression structure. High-density liquidity clusters to the downside act as a magnetic draw for algorithms seeking fuel. Verdict: Structural bearishness until a leverage flush restores market efficiency"
[X Link](https://x.com/WhiteFinCapital/status/2000173119525240858) 2025-12-14T11:56Z XXX followers, XXX engagements
"Binary sentiment analysis is irrelevant in a liquidity-constrained environment. X. Macro: The impending JPY carry trade unwind (75bps hike) represents a global liquidity shock effectively raising the cost of capital for risk assets. X. Micro & Volume: Order flow data indicates distribution within a volatility compression structure. High-density liquidity clusters to the downside act as a magnetic draw for algorithms seeking fuel. Verdict: Structural bearishness until a leverage flush restores market efficiency"
[X Link](https://x.com/WhiteFinCapital/status/2000173129910419484) 2025-12-14T11:56Z XXX followers, XXX engagements
"Fractal geometry remains the superior framework for mapping institutional order flow.The precision at the "Blue Box" (Wave IV terminal) confirms high-frequency algorithmic execution at a defined Fibonacci cluster. In market structure theory this specific correction typically acts as a "shakeout" mechanism to clear weak hands before the final impulsive sequence.Targeting $XXX is not speculation; it is a mathematical projection of the extended Wave V. The trend structure is pristine"
[X Link](https://x.com/WhiteFinCapital/status/2000175130446614714) 2025-12-14T12:04Z XXX followers, XX engagements
"@commonsenseplay Great overall analysis it's crucial to understand that equities may and will be have differently while having similar fundamental. Unfortunately (or not) in a retail dominant market - narrative can matter. For $LULU that has been the case for a while now"
[X Link](https://x.com/WhiteFinCapital/status/2000176094260142416) 2025-12-14T12:08Z XXX followers, XX engagements
"A precise taxonomy of the digital asset hierarchy. Wood effectively maps the risk curve: X. Bitcoin: The Pristine Collateral (Monetary Base). X. Ethereum: The Settlement & Yield Layer (The "Bond Market"). X. Solana: High-Velocity Execution (The Venture Bet). Her observation that Solana is "sold first" is technically accurate. As the highest-beta asset in this basket it acts as the primary liquidity valve during risk-off events. It has the highest upside but the lowest stickiness"
[X Link](https://x.com/WhiteFinCapital/status/2000180045055184932) 2025-12-14T12:24Z XXX followers, XXX engagements
"This isn't a personality contest it's a referendum on monetary regime. The tightening spread between Hassett (51%) and Warsh (40%) signals that the market is struggling to price the "Terminal Rate" for the next cycle. We are witnessing a clash between two distinct philosophies: X - Hassett: Pro-growth coordination (Dovish bias). X - Warsh: Institutional orthodoxy (Hawkish bias). Until this binary event resolves volatility premiums will remain elevated. The market craves certainty even more than it craves cuts"
[X Link](https://x.com/WhiteFinCapital/status/2000180721030139981) 2025-12-14T12:27Z XXX followers, XX engagements
"What you see here isn't a conspiracy Ash. It's basic liquidity dynamics: Weekend: TradFi liquidity is offline = Thin Order Books. Action: Large sell orders cause higher slippage. Result: Algo-driven liquidation cascades. This isn't manipulation; it's the cost of doing business in a 24/7 market while the banks are asleep. Don't trade the weekend noise; wait for the Monday CME open"
[X Link](https://x.com/WhiteFinCapital/status/2000185228539642356) 2025-12-14T12:44Z XXX followers, 1176 engagements
"Brian is right but the implication is deeper than just an endorsement. When the US Government officially creates a Strategic Bitcoin Reserve it completely inverts the risk profile for institutional capital. For the last decade the biggest risk for a fund manager was "Regulatory Risk" the fear that the government would ban it. Now that the Sovereign holds it that risk is zero. The new risk is "Career Risk." If the US Treasury holds Bitcoin and you don't you are effectively shorting the national balance sheet. No asset manager can justify that anymore"
[X Link](https://x.com/WhiteFinCapital/status/2000226183120654659) 2025-12-14T15:27Z XXX followers, XX engagements
"This chart is mathematically plausible but politically naive. The math assumes a friction-less vacuum. The reality of 2035 will be different: The Sovereign Vig: If XXX BTC buys a retirement the State will demand a 30-50% cut via Wealth Taxes or Exit Taxes. Sequence Risk: You cannot retire on volatility. You need a buffer to survive XX% drawdowns without depleting your stack. My adjustment: Take the number for your country on this chart and multiply it by 2x. That covers the taxes and the volatility. Don't plan for the best case scenario plan for the government wants my money scenario"
[X Link](https://x.com/WhiteFinCapital/status/2000226794696307190) 2025-12-14T15:30Z XXX followers, 1577 engagements
"Textbook short-squeeze setup: price dripping on declining realized volume while OI and negative/softening funding show late shorts piling in not fresh smart-money shorts. This is inventory for MMs. Once perp basis dislocates and spot starts absorbing the path of max pain is a sharp mean-reversion rally that forces OI liquidation not a slow grind lower"
[X Link](https://x.com/WhiteFinCapital/status/2000234415000027189) 2025-12-14T16:00Z XXX followers, XXX engagements
"Nice way to frame it. What matters here is not just XX% odds of a cut but how asymmetrical the reaction is: a surprise cut against a market priced for a long pause can reprice the whole curve and light a fire under duration and highbeta risk while a hold is basically status quo. Jobs and inflation prints decide whether that XX% quietly bleeds to zero or starts climbing toward a real easing cycle"
[X Link](https://x.com/WhiteFinCapital/status/2000235451798446559) 2025-12-14T16:04Z XXX followers, XX engagements
"Love this framework. Skew breaking its downtrend while price is still grinding near the highs usually means the distribution is shifting from buy every dip to paying up for crash convexity. In other words dealers are starting to price fatter left tails even as spot chops in that 680690 box. As a quant this is a regime-change signal not an automatic short: rising skew + tight realized vol near resistance tends to precede either a sharp airpocket lower or a blowoff meltup that crushes late put buyers. The higherprobability trade is to let price confirm and then express the view in structures"
[X Link](https://x.com/WhiteFinCapital/status/2000238005856977159) 2025-12-14T16:14Z XXX followers, XXX engagements
"Bull market dress code: suits on the outside orange coin on the inside. The funny part is that this tiny pin probably represents a bigger conviction trade than half the diversified portfolios on the street one asymmetric bet that the monetary regime changes again before the fabric on that jacket wears out"
[X Link](https://x.com/WhiteFinCapital/status/2000239113413308472) 2025-12-14T16:19Z XXX followers, XXX engagements
"This is the part of the cycle most people underestimate. When a global bank like Standard Chartered plugs its crossborder rails custody stack and risk framework directly into Coinbases institutional platform youre not just getting another partnership PR youre hardwiring crypto into the same plumbing that moves trillions in FX bonds and equities every day. Over time that shifts the question from will institutions touch digital assets to why would they run alternative rails at all if they can trade custody and finance crypto inside the same regulated stack as everything else"
[X Link](https://x.com/WhiteFinCapital/status/2000239569858408645) 2025-12-14T16:20Z XXX followers, XX engagements
"Cool leading indicator to watch but one caution: in 2007 the signal wasnt Long Beach down X% twice it was a broad collapse in global trade as credit froze and housing rolled over. Port volume is one piece of that puzzle today alongside inventories freight rates and credit conditions. If those start confirming what Long Beach is hinting at then youre not just looking at a quirky datapoint youre looking at demand destruction quietly creeping into the real economy while equities still price in a soft landing"
[X Link](https://x.com/WhiteFinCapital/status/2000239999636111781) 2025-12-14T16:22Z XXX followers, XXX engagements
"A dovish Fed next year doesnt mean risk assets get a free ride it means policy is willing to run the system hotter than the models say is comfortable. That usually looks like real rates drifting lower while fiscal stays loose the curve steepens and inflation risk gets quietly repriced into the back end. For equities and crypto the first leg is party time as liquidity improves and discount rates fall. The second leg is where it gets tricky: once markets realize the Fed is tolerating higher nominal growth and stickier inflation to avoid a hard landing the winners tend to be real assets cashflow"
[X Link](https://x.com/WhiteFinCapital/status/2000241169888846086) 2025-12-14T16:27Z XXX followers, XX engagements
"Price bleeding lower while perp OI rips and CVD trends down is exactly how late shorts and trapped longs both get manufactured. Funding and term structure will tell the rest of the story but this configuration usually ends with a violent squeeze in one direction once market makers are satisfied with their inventory not with a gentle linear trend that keeps everyone comfortable"
[X Link](https://x.com/WhiteFinCapital/status/2000242827528196456) 2025-12-14T16:33Z XXX followers, 1609 engagements
"Liquidity matters but the causal chain here is way too clean. A $500B Tbill buyback rotates duration risk inside the Treasury/Fed complex; it doesnt magically teleport 271x into altcoin market cap by itself. What actually drives crypto is how that shift bleeds into real yields dollar liquidity and risk appetite over time and on those fronts positioning regulation and growth will matter at least as much as a meme overlay of 2021 onto 2026"
[X Link](https://x.com/WhiteFinCapital/status/2000243217191567512) 2025-12-14T16:35Z XXX followers, XXX engagements
"Beautiful chart but the uncomfortable part isnt spotting a potential +200% structure on COIN its defining the if/then with risk attached. If this is really a basing pattern into the next leg you should be able to say: invalid below X size at Y% of book and Ill add only when volume options positioning and BTC beta all confirm the turn. Most investors miss the move not because they dont see the setup but because they either frontrun it with no invalidation or wait until structure is perfect and all the edge has already been priced in"
[X Link](https://x.com/WhiteFinCapital/status/2000243972254339557) 2025-12-14T16:38Z XXX followers, XXX engagements
"Alt season only comes back aggressively if two things line up: BTC dominance stalls after a strong leg higher and liquidity rotates into higherbeta names instead of leaving the asset class. Right now were still in the part of the cycle where macro ETF flows and real yields keep rewarding quality and depth of liquidity which is why most alt rallies have been short rotational squeezes rather than a true regime shift. When funding BTC.D and onchain rotation metrics all start diverging from this chart at the same time thats when the spring is finally loaded for the kind of alt move people"
[X Link](https://x.com/WhiteFinCapital/status/2000247938346348932) 2025-12-14T16:54Z XXX followers, XXX engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1365093503601106946",
"creator_name": "0xEthan",
"creator_avatar": "https://pbs.twimg.com/profile_images/1933385052110413824/Ge1Q1bv6_200x200.jpg",
"creator_followers": 69297,
"creator_rank": 1,
"interactions_24h": 4454629
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours
---
### Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1138458175663988738",
"creator_name": "PopBase",
"creator_avatar": "https://pbs.twimg.com/profile_images/1268086791443230737/BRGz4AiW_200x200.jpg",
"creator_followers": 2424200,
"creator_rank": 1,
"interactions_24h": 15054704
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "FoxNews",
"creator_display_name": "Fox News",
"creator_id": "1367531",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/1988465685639380992/PNFNFL7O_200x200.jpg",
"creator_followers": 228610965,
"creator_posts": 1777,
"creator_rank": 1,
"interactions_24h": 484062886
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last XX hours
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/1995407795835772928/Wp7m4L9h_200x200.jpg",
"creator_followers": 229714990,
"creator_rank": 2,
"interactions_24h": 240215998,
"topic_influence": [
{
"topic": "ai",
"count": 161,
"percent": 4.45,
"rank": XX
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": XXX
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
[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.]
@WhiteFinCapital White Fin CapitalWhite Fin Capital posts on X about liquidity, crypto, inflation, automatic the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXXX% exchanges XXXX% currencies XXXX% countries XXXX% social networks XXXX% fashion brands XXXX% technology brands XXXX%
Social topic influence liquidity #2913, crypto 11.76%, inflation #1454, automatic #557, dip to #11, curve #25, the first 5.88%, fed 5.88%, buyback 5.88%, sentiment XXXX%
Top accounts mentioned or mentioned by @valuationedge @thelonginvest @commonsenseplay
Top assets mentioned Bitcoin (BTC) MercadoLibre Inc (MELI) Alexandria Real Estate Equities Inc (ARE) Decentral Games (DG) Fermi Inc. Common Stock (FRMI) Lululemon Athletica Inc (LULU) Solana (SOL) Ethereum (ETH) Mario Coin (COIN)
Top posts by engagements in the last XX hours
"Love this framework. Skew breaking its downtrend while price is still grinding near the highs usually means the distribution is shifting from buy every dip to paying up for crash convexity. In other words dealers are starting to price fatter left tails even as spot chops in that 680690 box. As a quant this is a regime-change signal not an automatic short: rising skew + tight realized vol near resistance tends to precede either a sharp airpocket lower or a blowoff meltup that crushes late put buyers. The higherprobability trade is to let price confirm and then express the view in structures"
X Link 2025-12-14T16:14Z XXX followers, XXX engagements
"This is what an Scurve actually looks like. The megacaps sprinted ahead on AI in 202324 and now youre seeing exactly what BofAs own work suggests: early adopters pausing to integrate while the everyone else cohort grinds higher from a much lower base. For investors that usually means the story shifts from headline AI multiple expansion on the largest names to more selective winners in tools infra and vertical software that help the long tail of companies turn pilots into real productivity"
X Link 2025-12-14T16:16Z XXX followers, XXX engagements
"A dovish Fed next year doesnt mean risk assets get a free ride it means policy is willing to run the system hotter than the models say is comfortable. That usually looks like real rates drifting lower while fiscal stays loose the curve steepens and inflation risk gets quietly repriced into the back end. For equities and crypto the first leg is party time as liquidity improves and discount rates fall. The second leg is where it gets tricky: once markets realize the Fed is tolerating higher nominal growth and stickier inflation to avoid a hard landing the winners tend to be real assets cashflow"
X Link 2025-12-14T16:27Z XXX followers, XXX engagements
"The narrative around Aduro is seductive because everyone wants to find the next clean-tech giant. But we need to look at the financial mechanics not just the marketing deck. This is a classic binary bet. The company is pre-revenue and attempting to scale complex chemistry from a 10kg pilot to industrial tonnage. In the industry we call this phase the Valley of Death. Most chemical startups fail here - not because the science is wrong but because the unit economics often break when you try to scale up. Financially the math is undeniable. With $XX million in cash and a burn rate of $X million"
X Link 2025-12-14T15:49Z XXX followers, 1939 engagements
"Beautiful chart but the uncomfortable part isnt spotting a potential +200% structure on COIN its defining the if/then with risk attached. If this is really a basing pattern into the next leg you should be able to say: invalid below X size at Y% of book and Ill add only when volume options positioning and BTC beta all confirm the turn. Most investors miss the move not because they dont see the setup but because they either frontrun it with no invalidation or wait until structure is perfect and all the edge has already been priced in"
X Link 2025-12-14T16:38Z XXX followers, XXX engagements
"Pretty hard to ignore $JD at these levels. I would say that out of the several different ways to be exposed to the Chinese market domestic retail leader is probably a solid way to go"
X Link 2025-12-09T15:20Z XXX followers, 1160 engagements
"$MELI is back on its legacy trend line history shows it's a solid buying opportunity. Showing outstanding growth across the board: Revenue FCF/Share margins; while Latin America growing as a market. Hard to see much downside"
X Link 2025-12-10T18:48Z XXX followers, XXX engagements
"Interesting one for today: $ARE is niche REIT specializing in properties for the life science technology and AgTech industries. Currently trading at 0.47x Price to Book ratio and recently approved a significant buyback plan. Oh and the chart looks like this:"
X Link 2025-12-11T18:59Z XXX followers, XXX engagements
"We have a closed and casual Telegram group for friends and colleagues where we share some charts and analysis as well. On the right a chart shared for $NNE a month ago on the left the same chart right now. How the kids say these days follow for more free money"
X Link 2025-12-11T20:34Z XXX followers, XXX engagements
"Please understand that conviction is achieved when objective technical analysis agrees with macro and fundamental indications. For example - $DG is in many ways a defensive position against the risk of inflated tech equities. Now behold - the chart:"
X Link 2025-12-12T11:43Z XXX followers, XX engagements
"A XX% drop on an AICA termination seems a bit of an overreaction for $FRMI. Yes they are pre-revenue and highly speculative but this has context: They lost tenant-funded facility construction deal nothing about the relationship and lease discussions"
X Link 2025-12-12T15:06Z XXX followers, XXX engagements
"Binary sentiment analysis is irrelevant in a liquidity-constrained environment. X. Macro: The impending JPY carry trade unwind (75bps hike) represents a global liquidity shock effectively raising the cost of capital for risk assets. X. Micro & Volume: Order flow data indicates distribution within a volatility compression structure. High-density liquidity clusters to the downside act as a magnetic draw for algorithms seeking fuel. Verdict: Structural bearishness until a leverage flush restores market efficiency"
X Link 2025-12-14T11:56Z XXX followers, XXX engagements
"Binary sentiment analysis is irrelevant in a liquidity-constrained environment. X. Macro: The impending JPY carry trade unwind (75bps hike) represents a global liquidity shock effectively raising the cost of capital for risk assets. X. Micro & Volume: Order flow data indicates distribution within a volatility compression structure. High-density liquidity clusters to the downside act as a magnetic draw for algorithms seeking fuel. Verdict: Structural bearishness until a leverage flush restores market efficiency"
X Link 2025-12-14T11:56Z XXX followers, XXX engagements
"Fractal geometry remains the superior framework for mapping institutional order flow.The precision at the "Blue Box" (Wave IV terminal) confirms high-frequency algorithmic execution at a defined Fibonacci cluster. In market structure theory this specific correction typically acts as a "shakeout" mechanism to clear weak hands before the final impulsive sequence.Targeting $XXX is not speculation; it is a mathematical projection of the extended Wave V. The trend structure is pristine"
X Link 2025-12-14T12:04Z XXX followers, XX engagements
"@commonsenseplay Great overall analysis it's crucial to understand that equities may and will be have differently while having similar fundamental. Unfortunately (or not) in a retail dominant market - narrative can matter. For $LULU that has been the case for a while now"
X Link 2025-12-14T12:08Z XXX followers, XX engagements
"A precise taxonomy of the digital asset hierarchy. Wood effectively maps the risk curve: X. Bitcoin: The Pristine Collateral (Monetary Base). X. Ethereum: The Settlement & Yield Layer (The "Bond Market"). X. Solana: High-Velocity Execution (The Venture Bet). Her observation that Solana is "sold first" is technically accurate. As the highest-beta asset in this basket it acts as the primary liquidity valve during risk-off events. It has the highest upside but the lowest stickiness"
X Link 2025-12-14T12:24Z XXX followers, XXX engagements
"This isn't a personality contest it's a referendum on monetary regime. The tightening spread between Hassett (51%) and Warsh (40%) signals that the market is struggling to price the "Terminal Rate" for the next cycle. We are witnessing a clash between two distinct philosophies: X - Hassett: Pro-growth coordination (Dovish bias). X - Warsh: Institutional orthodoxy (Hawkish bias). Until this binary event resolves volatility premiums will remain elevated. The market craves certainty even more than it craves cuts"
X Link 2025-12-14T12:27Z XXX followers, XX engagements
"What you see here isn't a conspiracy Ash. It's basic liquidity dynamics: Weekend: TradFi liquidity is offline = Thin Order Books. Action: Large sell orders cause higher slippage. Result: Algo-driven liquidation cascades. This isn't manipulation; it's the cost of doing business in a 24/7 market while the banks are asleep. Don't trade the weekend noise; wait for the Monday CME open"
X Link 2025-12-14T12:44Z XXX followers, 1176 engagements
"Brian is right but the implication is deeper than just an endorsement. When the US Government officially creates a Strategic Bitcoin Reserve it completely inverts the risk profile for institutional capital. For the last decade the biggest risk for a fund manager was "Regulatory Risk" the fear that the government would ban it. Now that the Sovereign holds it that risk is zero. The new risk is "Career Risk." If the US Treasury holds Bitcoin and you don't you are effectively shorting the national balance sheet. No asset manager can justify that anymore"
X Link 2025-12-14T15:27Z XXX followers, XX engagements
"This chart is mathematically plausible but politically naive. The math assumes a friction-less vacuum. The reality of 2035 will be different: The Sovereign Vig: If XXX BTC buys a retirement the State will demand a 30-50% cut via Wealth Taxes or Exit Taxes. Sequence Risk: You cannot retire on volatility. You need a buffer to survive XX% drawdowns without depleting your stack. My adjustment: Take the number for your country on this chart and multiply it by 2x. That covers the taxes and the volatility. Don't plan for the best case scenario plan for the government wants my money scenario"
X Link 2025-12-14T15:30Z XXX followers, 1577 engagements
"Textbook short-squeeze setup: price dripping on declining realized volume while OI and negative/softening funding show late shorts piling in not fresh smart-money shorts. This is inventory for MMs. Once perp basis dislocates and spot starts absorbing the path of max pain is a sharp mean-reversion rally that forces OI liquidation not a slow grind lower"
X Link 2025-12-14T16:00Z XXX followers, XXX engagements
"Nice way to frame it. What matters here is not just XX% odds of a cut but how asymmetrical the reaction is: a surprise cut against a market priced for a long pause can reprice the whole curve and light a fire under duration and highbeta risk while a hold is basically status quo. Jobs and inflation prints decide whether that XX% quietly bleeds to zero or starts climbing toward a real easing cycle"
X Link 2025-12-14T16:04Z XXX followers, XX engagements
"Love this framework. Skew breaking its downtrend while price is still grinding near the highs usually means the distribution is shifting from buy every dip to paying up for crash convexity. In other words dealers are starting to price fatter left tails even as spot chops in that 680690 box. As a quant this is a regime-change signal not an automatic short: rising skew + tight realized vol near resistance tends to precede either a sharp airpocket lower or a blowoff meltup that crushes late put buyers. The higherprobability trade is to let price confirm and then express the view in structures"
X Link 2025-12-14T16:14Z XXX followers, XXX engagements
"Bull market dress code: suits on the outside orange coin on the inside. The funny part is that this tiny pin probably represents a bigger conviction trade than half the diversified portfolios on the street one asymmetric bet that the monetary regime changes again before the fabric on that jacket wears out"
X Link 2025-12-14T16:19Z XXX followers, XXX engagements
"This is the part of the cycle most people underestimate. When a global bank like Standard Chartered plugs its crossborder rails custody stack and risk framework directly into Coinbases institutional platform youre not just getting another partnership PR youre hardwiring crypto into the same plumbing that moves trillions in FX bonds and equities every day. Over time that shifts the question from will institutions touch digital assets to why would they run alternative rails at all if they can trade custody and finance crypto inside the same regulated stack as everything else"
X Link 2025-12-14T16:20Z XXX followers, XX engagements
"Cool leading indicator to watch but one caution: in 2007 the signal wasnt Long Beach down X% twice it was a broad collapse in global trade as credit froze and housing rolled over. Port volume is one piece of that puzzle today alongside inventories freight rates and credit conditions. If those start confirming what Long Beach is hinting at then youre not just looking at a quirky datapoint youre looking at demand destruction quietly creeping into the real economy while equities still price in a soft landing"
X Link 2025-12-14T16:22Z XXX followers, XXX engagements
"A dovish Fed next year doesnt mean risk assets get a free ride it means policy is willing to run the system hotter than the models say is comfortable. That usually looks like real rates drifting lower while fiscal stays loose the curve steepens and inflation risk gets quietly repriced into the back end. For equities and crypto the first leg is party time as liquidity improves and discount rates fall. The second leg is where it gets tricky: once markets realize the Fed is tolerating higher nominal growth and stickier inflation to avoid a hard landing the winners tend to be real assets cashflow"
X Link 2025-12-14T16:27Z XXX followers, XX engagements
"Price bleeding lower while perp OI rips and CVD trends down is exactly how late shorts and trapped longs both get manufactured. Funding and term structure will tell the rest of the story but this configuration usually ends with a violent squeeze in one direction once market makers are satisfied with their inventory not with a gentle linear trend that keeps everyone comfortable"
X Link 2025-12-14T16:33Z XXX followers, 1609 engagements
"Liquidity matters but the causal chain here is way too clean. A $500B Tbill buyback rotates duration risk inside the Treasury/Fed complex; it doesnt magically teleport 271x into altcoin market cap by itself. What actually drives crypto is how that shift bleeds into real yields dollar liquidity and risk appetite over time and on those fronts positioning regulation and growth will matter at least as much as a meme overlay of 2021 onto 2026"
X Link 2025-12-14T16:35Z XXX followers, XXX engagements
"Beautiful chart but the uncomfortable part isnt spotting a potential +200% structure on COIN its defining the if/then with risk attached. If this is really a basing pattern into the next leg you should be able to say: invalid below X size at Y% of book and Ill add only when volume options positioning and BTC beta all confirm the turn. Most investors miss the move not because they dont see the setup but because they either frontrun it with no invalidation or wait until structure is perfect and all the edge has already been priced in"
X Link 2025-12-14T16:38Z XXX followers, XXX engagements
"Alt season only comes back aggressively if two things line up: BTC dominance stalls after a strong leg higher and liquidity rotates into higherbeta names instead of leaving the asset class. Right now were still in the part of the cycle where macro ETF flows and real yields keep rewarding quality and depth of liquidity which is why most alt rallies have been short rotational squeezes rather than a true regime shift. When funding BTC.D and onchain rotation metrics all start diverging from this chart at the same time thats when the spring is finally loaded for the kind of alt move people"
X Link 2025-12-14T16:54Z XXX followers, XXX engagements
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1365093503601106946",
"creator_name": "0xEthan",
"creator_avatar": "https://pbs.twimg.com/profile_images/1933385052110413824/Ge1Q1bv6_200x200.jpg",
"creator_followers": 69297,
"creator_rank": 1,
"interactions_24h": 4454629
}
]
}
Schema:
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1138458175663988738",
"creator_name": "PopBase",
"creator_avatar": "https://pbs.twimg.com/profile_images/1268086791443230737/BRGz4AiW_200x200.jpg",
"creator_followers": 2424200,
"creator_rank": 1,
"interactions_24h": 15054704
}
]
}
Schema:
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "FoxNews",
"creator_display_name": "Fox News",
"creator_id": "1367531",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/1988465685639380992/PNFNFL7O_200x200.jpg",
"creator_followers": 228610965,
"creator_posts": 1777,
"creator_rank": 1,
"interactions_24h": 484062886
}
]
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/1995407795835772928/Wp7m4L9h_200x200.jpg",
"creator_followers": 229714990,
"creator_rank": 2,
"interactions_24h": 240215998,
"topic_influence": [
{
"topic": "ai",
"count": 161,
"percent": 4.45,
"rank": XX
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": XXX
}
]
}
}
Schema:
/creator/twitter::WhiteFinCapital