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#  @biancoresearch Jim Bianco
Jim Bianco posts on X about powell, fed, stablecoins, money the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
### Engagements: XXXXXXX [#](/creator/twitter::188369814/interactions)
- X Week XXXXXXX +25%
- X Month XXXXXXXXX +90%
- X Months XXXXXXXXXX +87%
- X Year XXXXXXXXXX -XX%
### Mentions: XX [#](/creator/twitter::188369814/posts_active)
- X Week XX -XX%
- X Month XXX +92%
- X Months XXX +34%
- X Year XXXXX +8%
### Followers: XXXXXXX [#](/creator/twitter::188369814/followers)
- X Week XXXXXXX +0.15%
- X Month XXXXXXX +0.61%
- X Months XXXXXXX +11%
- X Year XXXXXXX +20%
### CreatorRank: XXXXXX [#](/creator/twitter::188369814/influencer_rank)
### Social Influence [#](/creator/twitter::188369814/influence)
---
**Social category influence**
[finance](/list/finance) #4421 [cryptocurrencies](/list/cryptocurrencies) #6612 [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXXX% [currencies](/list/currencies) XXXX% [nfl](/list/nfl) XXXX% [events](/list/events) XXXX%
**Social topic influence**
[powell](/topic/powell) #97, [fed](/topic/fed) #92, [stablecoins](/topic/stablecoins) 6.58%, [money](/topic/money) 6.58%, [fed chair](/topic/fed-chair) #56, [inflation](/topic/inflation) #179, [trumps](/topic/trumps) #1237, [tariffs](/topic/tariffs) #1081, [federal reserve](/topic/federal-reserve) #179, [bessent](/topic/bessent) XXXX%
**Top accounts mentioned or mentioned by**
[@piptrain](/creator/undefined) [@niccarter](/creator/undefined) [@unclekel23](/creator/undefined) [@9krpmadness](/creator/undefined) [@carlos0xai](/creator/undefined) [@spencerhakimian](/creator/undefined) [@truflation](/creator/undefined) [@averagejoesfi](/creator/undefined) [@oghowie](/creator/undefined) [@gmillermortgage](/creator/undefined) [@geswolfcrest](/creator/undefined) [@stephanphysics](/creator/undefined) [@ivannyssen](/creator/undefined) [@goretexamerica](/creator/undefined) [@ethicalzac](/creator/undefined) [@axelmerk](/creator/undefined) [@jpl054978215284](/creator/undefined) [@grok](/creator/undefined) [@rcwhalen](/creator/undefined) [@voltrader_ai](/creator/undefined)
**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Official Trump (TRUMP)](/topic/official-trump) [Ethereum (ETH)](/topic/ethereum)
### Top Social Posts [#](/creator/twitter::188369814/posts)
---
Top posts by engagements in the last XX hours
"I used to think that if there was reincarnation I wanted to come back as the President or the Pope or as a .400 baseball hitter. But now I would want to come back as the bond market. You can intimidate everybody. James Carville 1994 No one controls the bond market. Not the Fed not the Treasury. When the time comes for higher yields Powell and Bessent cannot stop it"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1904005282952531998) 2025-03-24 03:00:08 UTC 485.5K followers, 53.4K engagements
"@Carlos0xAI @nic__carter The genius act outlawing yield bearing stablecoins"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1941288628040470784) 2025-07-05 00:10:50 UTC 485.7K followers, XXX engagements
"5/6 Let ME offer a name . Kevin Warsh He is worth $X billion thanks to his wife Jane Lauder granddaughter of Este Lauder. Trump has known Warsh for decades and qualifies as "another billionaire Trump buddy" that few if any outside of the financial markets know"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944976353838698903) 2025-07-15 04:24:33 UTC 485.7K followers, 27.9K engagements
"And tips in overtime will no longer be taxed"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1941294517191311577) 2025-07-05 00:34:15 UTC 485.5K followers, 82.2K engagements
"The market probability (ff futures) of a July 30th cut is X% The next meeting is Sept XX. My rule of thumb: between XX% and XX% for the "meeting after the meeting" is really a coin-toss. The Sept XX meeting is back into coin-toss territory. Who wants to tell Trump"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1942316231366959420) 2025-07-07 20:14:10 UTC 485.4K followers, 30.4K engagements
"@Unclekel23 If Trump is in the files why didn't Biden/Harris release it last year"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944522525221716051) 2025-07-13 22:21:12 UTC 485.5K followers, 2702 engagements
"I will attempt to interpret Trump and explain why his thinking is incorrect. Trump's statement below suggests that the MAJOR factor driving rates is credit quality. Since he believes the US has the best credit quality ("companies pouring in" "the hottest country") he concludes that we should have the lowest interest rates. This is how a real estate developer from Queens thinks about yields: the best properties should have the lowest yields. While true for private assets such as Class A Manhattan office towers this is not the case for developed-world sovereign yields. Credit quality is a VERY"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1943029200228962720) 2025-07-09 19:27:15 UTC 485.7K followers, 179.9K engagements
"1/7 I don't think it's about "fesh" USD for stablecoins. It's about regulatory clarity creating demand for stablecoins which in turn drives new demand for ST Treasuries. But I'm skeptical this will even happen. The GENIUS ACT potentially has a fatal flaw. @nic__carter 🧵"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1941243531017978204) 2025-07-04 21:11:39 UTC 485.7K followers, 227K engagements
"@awealthofcs The pain lasted from 2020 to 2023 and is now over. As the chart below shows that was the worst period in XXX years to own bonds. S&P fell 25%. Getting yields from X% to X% was painful (ask Silicon Valley Bank). But now that yields are above X% this horror show is over"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944759581705466283) 2025-07-14 14:03:10 UTC 485.7K followers, 21.9K engagements
"Follow-up The post above is correct; the lowest sovereign yields are the countries with the biggest problems. So yes saying we should have the lowest yields is tantamount to saying our economy is the biggest mess"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1943032328801980821) 2025-07-09 19:39:41 UTC 485.5K followers, 20.4K engagements
"*TRUMP ASKED GOP LAWMAKERS IF HE SHOULD FIRE FED CHAIR: CBS"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1945502693318918575) 2025-07-16 15:16:02 UTC 485.7K followers, 22.1K engagements
"Meanwhile inflation expectations are at their highest level since February and are trending upward"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1945334029663789328) 2025-07-16 04:05:49 UTC 485.7K followers, 45.4K engagements
"Bonus Did we kill off everyone playing in DeFi from 2020 to 2022 Back then we had similar arguments about stablecoins; interest rates drove their adoption. That was the appeal of OlympusDAO and UST; huge interest rates. Take away interest rates and what's left"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1941246372868653307) 2025-07-04 21:22:56 UTC 485.7K followers, 31.8K engagements
"Many are praising the coming surge in borrowing and defense spending in Europe as a good idea. Not everyone agrees. See below. I worry this is Europes version of the 2020 CARES Act to stimulate out of the pandemic shutdown. That massive increase in government spending with borrowed money surged inflation"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1900938917517701317) 2025-03-15 15:55:30 UTC 485.7K followers, 171.3K engagements
"1/6 Update on Trump Potentially Firing Powell Bottom line - the story about firing Powell is real for now and not going away yet. It does not mean Powell is going to get fired for sure but take it seriously. 🧵"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944976345315823922) 2025-07-15 04:24:31 UTC 485.7K followers, 90.1K engagements
"1/3 Powell may have given Trump an opening to remove him. Will Trump take it Or does Trump want/need "Too Late" Powell to stay as Fed Chairman until May 2026 to use as a punching bag 🧵"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944521068393460211) 2025-07-13 22:15:24 UTC 485.7K followers, 142.5K engagements
"7/7 There is one way to reach Bessent's "very reasonable number" of $2T in stablecoins within a decade. 10x the price of crypto ($1m of stablecoins to buy X $BTC vs $100k now). If this is what they think then say it this way"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1941243546666926116) 2025-07-04 21:11:42 UTC 485.7K followers, 54.8K engagements
"@Carlos0xAI @nic__carter Your physical bank account pays you interest. Stable coins do not"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1941260264420397199) 2025-07-04 22:18:08 UTC 485.5K followers, 2766 engagements
"Recall that Trump sent out a bunch of letters over the weekend jacking up Tariffs. *TRUMP TO IMPOSE XX% TARIFF ON GOODS FROM CANADA *TRUMP SET TO KEEP TARIFF EXEMPTION FOR USMCA GOODS: US OFFICIAL *TRUMP SAYS US WILL IMPOSE XX% TARIFFS ON EU MEXICO FROM AUG. X As I write . The S&P is down X points or down X basis points. The 10-year yield is up less than X basis point. In other words there is effectively no market reaction to the tariffs Trump won. He does not have to TACO. Canada Mexico and the EU to quote a Trumpism don't have any cards to play. What POTENTIALLY changes this is a giant"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944766861981196308) 2025-07-14 14:32:06 UTC 485.7K followers, 50K engagements
"The latest on our Bianco Research Total Return Fixed Income Index the ETF that tracks if ( $WTBN) and thoughts on active vs passive management"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1945163222979391712) 2025-07-15 16:47:06 UTC 485.7K followers, 19.5K engagements
"Looks like it might actually be happening . *TRUMP LIKELY TO FIRE POWELL SOON WHITE HOUSE OFFICIAL SAYS *OFFICIAL CAUTIONS NO EXACT TIMELINE FOR DECISION ON FED CHAIR *TRUMP HAS DRAFTED LETTER TO FIRE FED CHAIR: NYT"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1945506646995722310) 2025-07-16 15:31:45 UTC 485.7K followers, 46.1K engagements
"@piptrain @truflation So Trump won . he can jack tariffs to the moon and it will not cause inflation (meaning China is paying the tariff not the US consumer.)"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944770262672589120) 2025-07-14 14:45:37 UTC 485.6K followers, 1035 engagements
"Mid-year update We review the performance of the Bianco Research Total Return Index and the ETF that tracks it the WisdomTree Bianco Fund (WTBN). Also the fair value of bonds and why Trump's demand that the Fed cut rates can lead to higher LT yields"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1942569031275536451) 2025-07-08 12:58:42 UTC 485.7K followers, 74.8K engagements
"No new fresh money just a money market fund substitute without offfering an interest rate. Bad deal And before you tell me about lending on Aave are you sure they are issuing on the ethereum blockchain"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1941624254036152416) 2025-07-05 22:24:30 UTC 485.5K followers, 61.9K engagements
"What I Learned in My First Year Managing Fixed-Income * Performance Review * ETFs Are Eating the World * Actively Managed Bond Funds Work * Investing Is More Than Momentum * Valuations Always Matter * Bonds Are No Longer Crash Insurance"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1876358425749385477) 2025-01-06 20:01:24 UTC 485.7K followers, 480.6K engagements
"Having fun *TRUMP SAYS HE IS NOT PLANNING TO FIRE FED CHAIR POWELL --- The sports betting market thought the Kansas City Chiefs were a 1.5-point favorite over the Philadelphia Eagles in the past Super Bowl (LIX). Instead the Eagles won by XX points (40-22). Sometimes bettors get it wrong. However it's still helpful information because it reveals how people are thinking. Currently this betting market on firing Powell has not exceeded 50%.They're thinking Trump doesn't really want to fire Powell. Rather Trump wants to use him as a punching bag/punish him. Is this the correct thinking Or is this"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1945571493963800991) 2025-07-16 19:49:25 UTC 485.7K followers, 24.2K engagements
"@PetesQtrLifeCrs why would he of stocks do not tank"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944769893137621486) 2025-07-14 14:44:09 UTC 485.7K followers, 1750 engagements
"On July XX Trump spoke at Bitcoin Nashville. The crowd was ecstatic (including a proposal for a government-held BTC reserve). Since that date has $BTC been a partisan coin You make the call"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1846539977762467840) 2024-10-16 13:13:32 UTC 485.7K followers, 72.9K engagements
"@oghowie And why would he Taco if stocks do not tank . remind me again"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944769746055893243) 2025-07-14 14:43:34 UTC 485.5K followers, 1263 engagements
"So why do we need funds rate immediately cut XXX basis points to X% (What exactly are interest rates holding back)"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1939425961318981979) 2025-06-29 20:49:16 UTC 485.7K followers, 177K engagements
"The deputy White House Chief of Staff. The unending attacks on Powell never stop. While this chart remains in an uptrend is it too low"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1945111609195520033) 2025-07-15 13:22:00 UTC 485.7K followers, 35.1K engagements
"Keep this in the back of your mind when watching markets in the coming days . In terms of money: The 2018 " Campfire" wildfire cost $XXXX billion. That was the old wildfire record. The current wildfires most often referred to as "Palisades Fires" (even though there are technically five of them) are now estimated (read: educated guesses) to cost $XXX to $XXX billion. And the fires are still ongoing. This wildfire is now in the running for the most expensive natural disaster in American History. So the financial markets are discussing a POTENTIAL contagion in the Property/Casualty insurance"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1878631360363135236) 2025-01-13 02:33:14 UTC 485.7K followers, 574.6K engagements
"However: Slowing immigration increased deportations and the continuing low fertility rate (for decades) means population growth has really slowed. This has lead some estimates that the economy now only needs to create 20k to 40k jobs a month to meet the now lower population growth. So yes 74k private sector jobs is slowing. But its more than enough to meet the economys needs. The bond market reacted appropriately given this reality"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1941123096917762063) 2025-07-04 13:13:05 UTC 485.4K followers, 73.4K engagements
"Trump made this statement a few hours ago: --- (Bloomberg) -- I think it sort of is President Donald Trump says when asked whether the renovations at the central bank were a fireable offense for Federal Reserve Chair Jerome Powell. --- And the betting market has responded. The uptrend continues"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1945311889807888423) 2025-07-16 02:37:51 UTC 485.7K followers, 61.8K engagements
"Why the Moodys downgrade of the US SHOULD BE a nothingburger - In August 2011 S&P went first and downgraded the US from AAA to AA+. All hell broke loose. The reason hell broke loose was a lot of derivative contract loan agreements investment directives and the like prohibited the use of any non-AAA security. The fear was treasuries were not eligible collateral and could put some people in violation of their directives or in technical default. In years after 2011 those contracts were rewritten to say government securities excluding the qualification of the credit rating Thats why in August"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1923513092475916573) 2025-05-16 22:57:13 UTC 485.7K followers, 745.3K engagements
"2/6 The astute Washington Reporter @MarkHalperin runs the platform @2waytvapp dedicated to politics and Washington. Regarding the Fed this morning he changed his opinion in light of the events of this past weekend. @seanspicer @danturrentine"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944976347371032885) 2025-07-15 04:24:31 UTC 485.7K followers, 13.1K engagements
"6/6 While the chart below is still well below XX% it remains in an uptrend. Why not greater than XX% Many still believe Trump doesn't want to fire Powell; instead he wants him to remain a punching bag. We'll find out shortly if this is a good assumption"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944976356040655152) 2025-07-15 04:24:33 UTC 485.7K followers, 52.1K engagements
"One-day tick chart of the 30-year yield reacting to Powell getting fired"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1945507598515511546) 2025-07-16 15:35:31 UTC 485.7K followers, 192.6K engagements
"Follow-up . Trump only TACOs on tariffs if the markets to use another Trumpism get "the Yips." This means he TACOs only if the market tanks and everyone loses a ton of money (like early April). Without that sky-high tariffs will remain in place"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944771153383301500) 2025-07-14 14:49:09 UTC 485.7K followers, 23.7K engagements
"3/3 While the betting market still has Powell getting fired at less than XX% it is now trending higher. -- The Federal Reserve Act says that a Fed Governor (including the Chair) may be removed for cause by the President. However for cause is not defined in the statute and has never been tested in court in this context. I would argue "for cause" is not a disagreement over Monetary Policy ("too late" cutting rates) but can be lying to Congress and/or mismanaging the rules around renovating the Fed (Eccles) building Powell said this to the Senate Banking Committee on June XX 2025 as part of the"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944521074055557269) 2025-07-13 22:15:26 UTC 485.7K followers, 31.5K engagements
"Trump is back with another "truth" today making the point I detail yesterday (retweet below). Trump argues that the US should have the lowest rate because it has the best credit. I might agree with Trump; the US is the best sovereign CREDIT in the world. Credit quality however is a relatively minor factor in determining sovereign yields. Nominal growth inflation expectations and supply determine sovereign yields. The rest of his arguments are the same arguments for high nominal growth higher inflation expectations and BBB has many worried about more supply. All these points to higher yields."
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1943345682607116632) 2025-07-10 16:24:51 UTC 485.7K followers, 122.2K engagements
"Congrats to my friend/colleague @SamuelRines on the launch of his ETF $GEOA - GeoAlpha Opportunities Fund Great concept"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1942586141473218775) 2025-07-08 14:06:42 UTC 485.7K followers, 35.2K engagements
"2/3 The OMB Director and Acting CFPB Director @russvought laid out the charges of lying to Congress and mismanaging the renovation of the Fed (Eccles) building. Powell has until July XX to respond"
 [@biancoresearch](/creator/x/biancoresearch) on [X](/post/tweet/1944521070909751791) 2025-07-13 22:15:25 UTC 485.5K followers, 17.6K 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.]
@biancoresearch Jim Bianco
Jim Bianco posts on X about powell, fed, stablecoins, money the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +25%
- X Month XXXXXXXXX +90%
- X Months XXXXXXXXXX +87%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +92%
- X Months XXX +34%
- X Year XXXXX +8%
Followers: XXXXXXX #
- X Week XXXXXXX +0.15%
- X Month XXXXXXX +0.61%
- X Months XXXXXXX +11%
- X Year XXXXXXX +20%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance #4421 cryptocurrencies #6612 countries XXXX% luxury brands XXXX% currencies XXXX% nfl XXXX% events XXXX%
Social topic influence powell #97, fed #92, stablecoins 6.58%, money 6.58%, fed chair #56, inflation #179, trumps #1237, tariffs #1081, federal reserve #179, bessent XXXX%
Top accounts mentioned or mentioned by @piptrain @niccarter @unclekel23 @9krpmadness @carlos0xai @spencerhakimian @truflation @averagejoesfi @oghowie @gmillermortgage @geswolfcrest @stephanphysics @ivannyssen @goretexamerica @ethicalzac @axelmerk @jpl054978215284 @grok @rcwhalen @voltrader_ai
Top assets mentioned Bitcoin (BTC) Official Trump (TRUMP) Ethereum (ETH)
Top Social Posts #
Top posts by engagements in the last XX hours
"I used to think that if there was reincarnation I wanted to come back as the President or the Pope or as a .400 baseball hitter. But now I would want to come back as the bond market. You can intimidate everybody. James Carville 1994 No one controls the bond market. Not the Fed not the Treasury. When the time comes for higher yields Powell and Bessent cannot stop it"
@biancoresearch on X 2025-03-24 03:00:08 UTC 485.5K followers, 53.4K engagements
"@Carlos0xAI @nic__carter The genius act outlawing yield bearing stablecoins" @biancoresearch on X 2025-07-05 00:10:50 UTC 485.7K followers, XXX engagements
"5/6 Let ME offer a name . Kevin Warsh He is worth $X billion thanks to his wife Jane Lauder granddaughter of Este Lauder. Trump has known Warsh for decades and qualifies as "another billionaire Trump buddy" that few if any outside of the financial markets know" @biancoresearch on X 2025-07-15 04:24:33 UTC 485.7K followers, 27.9K engagements
"And tips in overtime will no longer be taxed" @biancoresearch on X 2025-07-05 00:34:15 UTC 485.5K followers, 82.2K engagements
"The market probability (ff futures) of a July 30th cut is X% The next meeting is Sept XX. My rule of thumb: between XX% and XX% for the "meeting after the meeting" is really a coin-toss. The Sept XX meeting is back into coin-toss territory. Who wants to tell Trump" @biancoresearch on X 2025-07-07 20:14:10 UTC 485.4K followers, 30.4K engagements
"@Unclekel23 If Trump is in the files why didn't Biden/Harris release it last year" @biancoresearch on X 2025-07-13 22:21:12 UTC 485.5K followers, 2702 engagements
"I will attempt to interpret Trump and explain why his thinking is incorrect. Trump's statement below suggests that the MAJOR factor driving rates is credit quality. Since he believes the US has the best credit quality ("companies pouring in" "the hottest country") he concludes that we should have the lowest interest rates. This is how a real estate developer from Queens thinks about yields: the best properties should have the lowest yields. While true for private assets such as Class A Manhattan office towers this is not the case for developed-world sovereign yields. Credit quality is a VERY" @biancoresearch on X 2025-07-09 19:27:15 UTC 485.7K followers, 179.9K engagements
"1/7 I don't think it's about "fesh" USD for stablecoins. It's about regulatory clarity creating demand for stablecoins which in turn drives new demand for ST Treasuries. But I'm skeptical this will even happen. The GENIUS ACT potentially has a fatal flaw. @nic__carter 🧵" @biancoresearch on X 2025-07-04 21:11:39 UTC 485.7K followers, 227K engagements
"@awealthofcs The pain lasted from 2020 to 2023 and is now over. As the chart below shows that was the worst period in XXX years to own bonds. S&P fell 25%. Getting yields from X% to X% was painful (ask Silicon Valley Bank). But now that yields are above X% this horror show is over" @biancoresearch on X 2025-07-14 14:03:10 UTC 485.7K followers, 21.9K engagements
"Follow-up The post above is correct; the lowest sovereign yields are the countries with the biggest problems. So yes saying we should have the lowest yields is tantamount to saying our economy is the biggest mess" @biancoresearch on X 2025-07-09 19:39:41 UTC 485.5K followers, 20.4K engagements
"*TRUMP ASKED GOP LAWMAKERS IF HE SHOULD FIRE FED CHAIR: CBS" @biancoresearch on X 2025-07-16 15:16:02 UTC 485.7K followers, 22.1K engagements
"Meanwhile inflation expectations are at their highest level since February and are trending upward" @biancoresearch on X 2025-07-16 04:05:49 UTC 485.7K followers, 45.4K engagements
"Bonus Did we kill off everyone playing in DeFi from 2020 to 2022 Back then we had similar arguments about stablecoins; interest rates drove their adoption. That was the appeal of OlympusDAO and UST; huge interest rates. Take away interest rates and what's left" @biancoresearch on X 2025-07-04 21:22:56 UTC 485.7K followers, 31.8K engagements
"Many are praising the coming surge in borrowing and defense spending in Europe as a good idea. Not everyone agrees. See below. I worry this is Europes version of the 2020 CARES Act to stimulate out of the pandemic shutdown. That massive increase in government spending with borrowed money surged inflation" @biancoresearch on X 2025-03-15 15:55:30 UTC 485.7K followers, 171.3K engagements
"1/6 Update on Trump Potentially Firing Powell Bottom line - the story about firing Powell is real for now and not going away yet. It does not mean Powell is going to get fired for sure but take it seriously. 🧵" @biancoresearch on X 2025-07-15 04:24:31 UTC 485.7K followers, 90.1K engagements
"1/3 Powell may have given Trump an opening to remove him. Will Trump take it Or does Trump want/need "Too Late" Powell to stay as Fed Chairman until May 2026 to use as a punching bag 🧵" @biancoresearch on X 2025-07-13 22:15:24 UTC 485.7K followers, 142.5K engagements
"7/7 There is one way to reach Bessent's "very reasonable number" of $2T in stablecoins within a decade. 10x the price of crypto ($1m of stablecoins to buy X $BTC vs $100k now). If this is what they think then say it this way" @biancoresearch on X 2025-07-04 21:11:42 UTC 485.7K followers, 54.8K engagements
"@Carlos0xAI @nic__carter Your physical bank account pays you interest. Stable coins do not" @biancoresearch on X 2025-07-04 22:18:08 UTC 485.5K followers, 2766 engagements
"Recall that Trump sent out a bunch of letters over the weekend jacking up Tariffs. *TRUMP TO IMPOSE XX% TARIFF ON GOODS FROM CANADA *TRUMP SET TO KEEP TARIFF EXEMPTION FOR USMCA GOODS: US OFFICIAL *TRUMP SAYS US WILL IMPOSE XX% TARIFFS ON EU MEXICO FROM AUG. X As I write . The S&P is down X points or down X basis points. The 10-year yield is up less than X basis point. In other words there is effectively no market reaction to the tariffs Trump won. He does not have to TACO. Canada Mexico and the EU to quote a Trumpism don't have any cards to play. What POTENTIALLY changes this is a giant" @biancoresearch on X 2025-07-14 14:32:06 UTC 485.7K followers, 50K engagements
"The latest on our Bianco Research Total Return Fixed Income Index the ETF that tracks if ( $WTBN) and thoughts on active vs passive management" @biancoresearch on X 2025-07-15 16:47:06 UTC 485.7K followers, 19.5K engagements
"Looks like it might actually be happening . *TRUMP LIKELY TO FIRE POWELL SOON WHITE HOUSE OFFICIAL SAYS *OFFICIAL CAUTIONS NO EXACT TIMELINE FOR DECISION ON FED CHAIR *TRUMP HAS DRAFTED LETTER TO FIRE FED CHAIR: NYT" @biancoresearch on X 2025-07-16 15:31:45 UTC 485.7K followers, 46.1K engagements
"@piptrain @truflation So Trump won . he can jack tariffs to the moon and it will not cause inflation (meaning China is paying the tariff not the US consumer.)" @biancoresearch on X 2025-07-14 14:45:37 UTC 485.6K followers, 1035 engagements
"Mid-year update We review the performance of the Bianco Research Total Return Index and the ETF that tracks it the WisdomTree Bianco Fund (WTBN). Also the fair value of bonds and why Trump's demand that the Fed cut rates can lead to higher LT yields" @biancoresearch on X 2025-07-08 12:58:42 UTC 485.7K followers, 74.8K engagements
"No new fresh money just a money market fund substitute without offfering an interest rate. Bad deal And before you tell me about lending on Aave are you sure they are issuing on the ethereum blockchain" @biancoresearch on X 2025-07-05 22:24:30 UTC 485.5K followers, 61.9K engagements
"What I Learned in My First Year Managing Fixed-Income * Performance Review * ETFs Are Eating the World * Actively Managed Bond Funds Work * Investing Is More Than Momentum * Valuations Always Matter * Bonds Are No Longer Crash Insurance" @biancoresearch on X 2025-01-06 20:01:24 UTC 485.7K followers, 480.6K engagements
"Having fun *TRUMP SAYS HE IS NOT PLANNING TO FIRE FED CHAIR POWELL --- The sports betting market thought the Kansas City Chiefs were a 1.5-point favorite over the Philadelphia Eagles in the past Super Bowl (LIX). Instead the Eagles won by XX points (40-22). Sometimes bettors get it wrong. However it's still helpful information because it reveals how people are thinking. Currently this betting market on firing Powell has not exceeded 50%.They're thinking Trump doesn't really want to fire Powell. Rather Trump wants to use him as a punching bag/punish him. Is this the correct thinking Or is this" @biancoresearch on X 2025-07-16 19:49:25 UTC 485.7K followers, 24.2K engagements
"@PetesQtrLifeCrs why would he of stocks do not tank" @biancoresearch on X 2025-07-14 14:44:09 UTC 485.7K followers, 1750 engagements
"On July XX Trump spoke at Bitcoin Nashville. The crowd was ecstatic (including a proposal for a government-held BTC reserve). Since that date has $BTC been a partisan coin You make the call" @biancoresearch on X 2024-10-16 13:13:32 UTC 485.7K followers, 72.9K engagements
"@oghowie And why would he Taco if stocks do not tank . remind me again" @biancoresearch on X 2025-07-14 14:43:34 UTC 485.5K followers, 1263 engagements
"So why do we need funds rate immediately cut XXX basis points to X% (What exactly are interest rates holding back)" @biancoresearch on X 2025-06-29 20:49:16 UTC 485.7K followers, 177K engagements
"The deputy White House Chief of Staff. The unending attacks on Powell never stop. While this chart remains in an uptrend is it too low" @biancoresearch on X 2025-07-15 13:22:00 UTC 485.7K followers, 35.1K engagements
"Keep this in the back of your mind when watching markets in the coming days . In terms of money: The 2018 " Campfire" wildfire cost $XXXX billion. That was the old wildfire record. The current wildfires most often referred to as "Palisades Fires" (even though there are technically five of them) are now estimated (read: educated guesses) to cost $XXX to $XXX billion. And the fires are still ongoing. This wildfire is now in the running for the most expensive natural disaster in American History. So the financial markets are discussing a POTENTIAL contagion in the Property/Casualty insurance" @biancoresearch on X 2025-01-13 02:33:14 UTC 485.7K followers, 574.6K engagements
"However: Slowing immigration increased deportations and the continuing low fertility rate (for decades) means population growth has really slowed. This has lead some estimates that the economy now only needs to create 20k to 40k jobs a month to meet the now lower population growth. So yes 74k private sector jobs is slowing. But its more than enough to meet the economys needs. The bond market reacted appropriately given this reality" @biancoresearch on X 2025-07-04 13:13:05 UTC 485.4K followers, 73.4K engagements
"Trump made this statement a few hours ago: --- (Bloomberg) -- I think it sort of is President Donald Trump says when asked whether the renovations at the central bank were a fireable offense for Federal Reserve Chair Jerome Powell. --- And the betting market has responded. The uptrend continues" @biancoresearch on X 2025-07-16 02:37:51 UTC 485.7K followers, 61.8K engagements
"Why the Moodys downgrade of the US SHOULD BE a nothingburger - In August 2011 S&P went first and downgraded the US from AAA to AA+. All hell broke loose. The reason hell broke loose was a lot of derivative contract loan agreements investment directives and the like prohibited the use of any non-AAA security. The fear was treasuries were not eligible collateral and could put some people in violation of their directives or in technical default. In years after 2011 those contracts were rewritten to say government securities excluding the qualification of the credit rating Thats why in August" @biancoresearch on X 2025-05-16 22:57:13 UTC 485.7K followers, 745.3K engagements
"2/6 The astute Washington Reporter @MarkHalperin runs the platform @2waytvapp dedicated to politics and Washington. Regarding the Fed this morning he changed his opinion in light of the events of this past weekend. @seanspicer @danturrentine" @biancoresearch on X 2025-07-15 04:24:31 UTC 485.7K followers, 13.1K engagements
"6/6 While the chart below is still well below XX% it remains in an uptrend. Why not greater than XX% Many still believe Trump doesn't want to fire Powell; instead he wants him to remain a punching bag. We'll find out shortly if this is a good assumption" @biancoresearch on X 2025-07-15 04:24:33 UTC 485.7K followers, 52.1K engagements
"One-day tick chart of the 30-year yield reacting to Powell getting fired" @biancoresearch on X 2025-07-16 15:35:31 UTC 485.7K followers, 192.6K engagements
"Follow-up . Trump only TACOs on tariffs if the markets to use another Trumpism get "the Yips." This means he TACOs only if the market tanks and everyone loses a ton of money (like early April). Without that sky-high tariffs will remain in place" @biancoresearch on X 2025-07-14 14:49:09 UTC 485.7K followers, 23.7K engagements
"3/3 While the betting market still has Powell getting fired at less than XX% it is now trending higher. -- The Federal Reserve Act says that a Fed Governor (including the Chair) may be removed for cause by the President. However for cause is not defined in the statute and has never been tested in court in this context. I would argue "for cause" is not a disagreement over Monetary Policy ("too late" cutting rates) but can be lying to Congress and/or mismanaging the rules around renovating the Fed (Eccles) building Powell said this to the Senate Banking Committee on June XX 2025 as part of the" @biancoresearch on X 2025-07-13 22:15:26 UTC 485.7K followers, 31.5K engagements
"Trump is back with another "truth" today making the point I detail yesterday (retweet below). Trump argues that the US should have the lowest rate because it has the best credit. I might agree with Trump; the US is the best sovereign CREDIT in the world. Credit quality however is a relatively minor factor in determining sovereign yields. Nominal growth inflation expectations and supply determine sovereign yields. The rest of his arguments are the same arguments for high nominal growth higher inflation expectations and BBB has many worried about more supply. All these points to higher yields." @biancoresearch on X 2025-07-10 16:24:51 UTC 485.7K followers, 122.2K engagements
"Congrats to my friend/colleague @SamuelRines on the launch of his ETF $GEOA - GeoAlpha Opportunities Fund Great concept" @biancoresearch on X 2025-07-08 14:06:42 UTC 485.7K followers, 35.2K engagements
"2/3 The OMB Director and Acting CFPB Director @russvought laid out the charges of lying to Congress and mismanaging the renovation of the Fed (Eccles) building. Powell has until July XX to respond" @biancoresearch on X 2025-07-13 22:15:25 UTC 485.5K followers, 17.6K engagements