#  @chanuka4 Dr Sajith Chanuka Dr Sajith Chanuka posts on X about debt, inflation, bitcoin, crypto the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::403134462/interactions)  - [--] Week [------] +230% - [--] Month [------] +1,151% ### Mentions: [--] [#](/creator/twitter::403134462/posts_active)  - [--] Month [--] +126% ### Followers: [---] [#](/creator/twitter::403134462/followers)  - [--] Week [---] +30% - [--] Month [---] +129% ### CreatorRank: [-------] [#](/creator/twitter::403134462/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [celebrities](/list/celebrities) [currencies](/list/currencies) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [debt](/topic/debt) #1806, [inflation](/topic/inflation), [bitcoin](/topic/bitcoin), [crypto](/topic/crypto), [china](/topic/china), [gold](/topic/gold), [sri lanka](/topic/sri-lanka), [ai](/topic/ai), [money](/topic/money), [balance sheet](/topic/balance-sheet) **Top accounts mentioned or mentioned by** [@drsajithchanuka](/creator/undefined) [@shanaka86](/creator/undefined) [@linkedin](/creator/undefined) [@coinbureau](/creator/undefined) [@marionawfal](/creator/undefined) [@elonmusk](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@truflation](/creator/undefined) [@watcherguru](/creator/undefined) [@robinjbrooks](/creator/undefined) [@cryptorover](/creator/undefined) [@kobeissiletter](/creator/undefined) [@spacex](/creator/undefined) [@narendramodi](/creator/undefined) [@globalmktobserv](/creator/undefined) [@bootayjuicy](/creator/undefined) [@grok](/creator/undefined) [@austingymb](/creator/undefined) [@featsbeyond50](/creator/undefined) [@markk](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "Check out my latest article: Sri Lankas Evolving Digital Payments Landscape: Channel Performance and Investment Implications (20202030) via @LinkedIn https://www.linkedin.com/pulse/sri-lankas-evolving-digital-payments-landscape-channel-chanuka--nvhsc https://www.linkedin.com/pulse/sri-lankas-evolving-digital-payments-landscape-channel-chanuka--nvhsc" [X Link](https://x.com/chanuka4/status/1993708318200930663) 2025-11-26T15:47Z [--] followers, [--] engagements "Sri Lankas Evolving Digital Payments Landscape: Channel Performance and Investment Implications (20202030) Abstract This article analyses the evolution of Sri Lankas payment systems over the period [--------] using data from the Central Bank of Sri Lanka (CBSL) Payments Bulletins with additional reference to second-quarter [----] snapshots. The analysis is organised by payment channellarge-value systems cheques bulk low-value transfers cards payment infrastructure internet and mobile-based systems QR payments and shared switching infrastructure. The article then presents a forward-looking" [X Link](https://x.com/chanuka4/status/1993712315599048892) 2025-11-26T16:03Z [--] followers, [--] engagements "@danukalive But the trade defiant month was almost USD [---] million. Hope the 50/50 lease option would slow down the vehicle imports. Otherwise pressure on exchange rate" [X Link](https://x.com/chanuka4/status/1994071531052294162) 2025-11-27T15:51Z [--] followers, [--] engagements "@narendramodi @SkyrootA As a Sri lankan and a neighbour it is so nice to see India doing so well in all sectors. Proude moment to the entire region" [X Link](https://x.com/chanuka4/status/1994072293924917341) 2025-11-27T15:54Z [--] followers, [---] engagements "@RepMTG Absolutely Congresswomanyour prescient "NO" vote on H.R. [----] in July [----] was a firewall against the very risks we're seeing today with Rahmanullah Lakanwal's targeted ambush of our brave National Guardsmen. While the establishment rushed to expand Special Immigrant Visas (SIVs) without ironclad safeguards you and the [--] other Republicans stood firm demanding rigorous vetting to protect American lives. This tragedy underscores why: the hasty Operation Allies Welcome (OAW) program which admitted [-----] Afghans on two-year humanitarian parole was riddled with "fragmented" processes and" [X Link](https://x.com/chanuka4/status/1994074705163374832) 2025-11-27T16:03Z [--] followers, [---] engagements "1. Rebound in Private Sector Credit Growth (2025) Sri Lankas banking sector has seen a strong resurgence in private credit growth during [----]. After a deep contraction in [--------] credit to the private sector turned positive and accelerated sharply. By September [----] outstanding private-sector loans reached LKR [----] trillion which is 22.1% higher than a year earlier. Monthly lending hit record highs for instance September alone saw Rs. [-----] billion in new credit surpassing the previous August peak of Rs. [-----] billion. In total banks disbursed roughly Rs. [----] trillion of new private credit" [X Link](https://x.com/chanuka4/status/1994376856641126865) 2025-11-28T12:04Z [--] followers, [--] engagements "Very interesting article but I think the bigger story is not what S&P is saying now but how much faith the market should still place in an institution with a record of major failures. Lets not forget history: credit-rating agencies like S&P played a central role in the [----] financial crash by handing out AAA ratings to risky mortgage-backed securities securities that proved to be anything but safe. Their seal of approval helped push risky debt to unsuspecting investors only to collapse spectacularly. Fast forward to crypto: trust and transparency not legacy reputations are what this industry" [X Link](https://x.com/chanuka4/status/1994401787072360552) 2025-11-28T13:43Z [--] followers, [--] engagements "Tariffs vs. Income Taxes: FY2025 U.S. Revenue Analysis Federal Revenue in FY 2025: Income Taxes vs. Tariffs Income Tax Revenue (FY 2025): The U.S. federal government collected roughly $3.15 trillion from income taxes in fiscal year [----]. This includes about $2.7 trillion in individual income taxes and $453 billion in corporate income taxes. Tariff (Customs Duty) Revenue (FY 2025): The federal government collected approximately $195 billion in customs duties (tariffs) in FY [----]. This was a record surge more than [---] times the previous years tariff revenue ($77 billion in FY 2024) due largely" [X Link](https://x.com/chanuka4/status/1994410445311205748) 2025-11-28T14:17Z [--] followers, [---] engagements "@elonmusk Hey Elon what about Sri Lanka We are the hardest hit" [X Link](https://x.com/chanuka4/status/1994604543582376244) 2025-11-29T03:09Z [--] followers, [--] engagements "Check out my latest article:"Can Sri Lanka really hit 7% growth next year" Behind the headline target: what the budget says what the IMF expects and what history tells us. via @LinkedIn https://www.linkedin.com/pulse/analyzing-sri-lankas-2026-budget-recovery-targets-dr-sajith-chanuka--uqxwc https://www.linkedin.com/pulse/analyzing-sri-lankas-2026-budget-recovery-targets-dr-sajith-chanuka--uqxwc" [X Link](https://x.com/chanuka4/status/1994645756368781578) 2025-11-29T05:53Z [--] followers, [--] engagements "Analyzing Sri Lankas [----] Budget: Recovery Targets and Challenges Introduction Sri Lankas Budget [----] arrives at a pivotal moment as the country emerges from a historic economic crisis and attempts to chart a path of fiscal consolidation and renewed growth. Just three years ago Sri Lanka was in the throes of its worst financial crisis since independence defaulting on $22.5 billion in external debt in [----] amid a severe dollar shortage runaway inflation and a collapsing currency. In the aftermath an IMF Extended Fund Facility (EFF) program was launched in [----] to restore stability. By late" [X Link](https://x.com/chanuka4/status/1994650225764680007) 2025-11-29T06:10Z [--] followers, [--] engagements "Absolutely history backs this up. Consider past cycles: 2013: After peaking near $1200 Bitcoin crashed to about $200 spurring widespread crypto is dead fears. Yet within a few years it roared back to new highs by [----] proving the skeptics wrong. 2017: A massive boom (BTC near $20k) was followed by the [----] ICO bust. Bitcoin plunged over 80% from its peak and fear dominated. Yet that crypto winter became a building phase many of todays top crypto companies emerged during the [----] bear market and innovations like DeFi and NFTs soon flourished fueling the [--------] revival. 2021: Euphoria peaked" [X Link](https://x.com/chanuka4/status/1994651477638615146) 2025-11-29T06:15Z [--] followers, [--] engagements "@CoinMarketCap This a major risk the way I see it. If a stable coin crashes then its not good for the entire eco system. If you recall Luna that had a massive impact on the entire system" [X Link](https://x.com/chanuka4/status/1994707657870225517) 2025-11-29T09:59Z [--] followers, [--] engagements "@CoinDesk This is a good optionhowever the US is investing trillions onuntested technology. With the pleasure of budget deficit this can be a major risk to the entire financial system" [X Link](https://x.com/chanuka4/status/1994708035005288480) 2025-11-29T10:00Z [--] followers, [--] engagements "Solana spot ETFs recorded their first net outflow of $8.1 million on [--] November [----] ending a 21-day inflow streak and driven by a single $34.37 million redemption from 21Shares' TSOL fund amid broader crypto market gains. In contrast @XRP_Alerts ETFs have seen uninterrupted inflows totalling $643 million since their launch earlier in [----] underscoring sustained institutional interest following Ripple's regulatory victories. This divergence highlights investor rotation patterns with Solana's dip likely temporary repositioning rather than a sentiment reversal as evidenced by offsetting" [X Link](https://x.com/chanuka4/status/1994723807706095998) 2025-11-29T11:03Z [--] followers, [--] engagements "BlackRock's Ethereum ETF Inflows: A Deep DiveOn November [--] [----] BlackRocks iShares Ethereum Trust (ETHA) recorded $68.3 million in net inflows equivalent to roughly [-----] ETH at prices near $3050. This single-day purchase accounted for nearly 90% of the $76.6 million total inflows across all nine U.S. spot Ethereum ETFs with Grayscales ETHE adding a modest $8.3 million and the rest flat. The transaction routed through Coinbase Prime pushed ETHAs cumulative inflows since its July [----] launch to $13.15 billion.The move capped a strong five-day streak totaling over $300 million into Ethereum" [X Link](https://x.com/chanuka4/status/1994724804813828396) 2025-11-29T11:07Z [--] followers, [--] engagements "Bitcoin Mining Comparison: China vs. United States (as of November 2025)Bitcoin mining has become a global industry shaped by energy availability regulatory environments and economic incentives. The U.S. has solidified its position as the undisputed leader since China's [----] crackdown which initially drove a mass exodus of miners. However China has seen a quiet resurgence through underground operations reclaiming a notable but secondary role. Below is a structured comparison across key dimensions based on the latest available data from sources like Hashrate Index Cambridge Bitcoin Electricity" [X Link](https://x.com/chanuka4/status/1994754411525279750) 2025-11-29T13:04Z [--] followers, [--] engagements "China's crypto crackdowns: [----] (virtual currencies banned for gaming); [----] (banks prohibited from BTC transactions); [----] (ICOs/exchanges banned); [----] (trading halted); [----] (full ban on mining/trading); [----] (reiterated no legal status). Despite these adoption persists via VPNs/offshore access. Jul 2022-Jun 2023: $86.4B transaction volume. 2025: 14% global BTC mining share; 26% Greater China ETF investors eye crypto exposure; e-CNY rivals with 261M users but BTC holdings by firms/gov't continue" [X Link](https://x.com/chanuka4/status/1994785157665194212) 2025-11-29T15:06Z [--] followers, [--] engagements "Despite the choppiness gold trades 3% higher for the week and is on course for its fourth consecutive monthly gain marking its strongest annual performance since [----] bolstered by record highs above $4380 in October central bank purchases and ETF inflows. The disruption highlights the tight linkage between futures and spot markets as bullion traders rely on futures for hedging; Saxo Bank's Ole Hansen notes that such outages exacerbate inactivity and spreads especially in low-volume periods" [X Link](https://x.com/chanuka4/status/1994787423130366216) 2025-11-29T15:15Z [--] followers, [--] engagements "Dear President TrumpThank you for your bold stand against the misuse of autopen signatures during the Biden era. Your decisive action to cancel those illegitimate orders restores integrity to the executive branch and upholds the people's trust in true presidential authority. We stand with you in this fight for accountability. During his first term (2017-2021) President Trump signed [---] executive orders. All were personally authorized by him though he used autopen for some routine documents like letters and pardons. In his current term (2025) he has issued [---] with no public data on autopen" [X Link](https://x.com/chanuka4/status/1994788884954362193) 2025-11-29T15:21Z [--] followers, [--] engagements "Assistant: From $10K in [----] to $90911 today (Nov [--] 2025) Bitcoins [--] rise proves its staying power through halving's and growing adoption. By [----] most credible forecasts cluster between $1M and $2M+:Michael Saylor: $1.5M+ if BTC rivals golds market cap. Bitwise: $1.3M baseline up to $2.9M optimistic Finder panel average: $1.02M Community sentiment on X and Reddit: $1M$1.5M floor Even conservative 510% annual growth models point to $150K$500K but historical cycles ETF inflows nationstate adoption and fixed 21M supply strongly favor the $1M+ camp. Risks like heavy regulation or macro crises" [X Link](https://x.com/chanuka4/status/1994990257209840056) 2025-11-30T04:41Z [--] followers, [---] engagements "Where BTC will be in 2035- USD [--------] + $1.3M baseline up to $2.9M optimistic Finder panel average: $1.02M Community sentiment on X and Reddit: $1M$1.5M floor. Even conservative 510% annual growth models point to $150K$500K but historical cycles ETF inflows nation state adoption and fixed 21M supply strongly favor the $1M+ camp. Risks like heavy regulation or macro crises exist yet the long-term trend remains overwhelmingly bullish. In ten years $1 million per Bitcoin looks more like a milestone than a moonshot. @WatcherGuru Assistant: From $10K in [----] to $90911 today (Nov [--] 2025)" [X Link](https://x.com/chanuka4/status/1994990578392862978) 2025-11-30T04:43Z [--] followers, [--] engagements "Is John Keells on Its Way to a LKR [---] Billion Valuation Sri Lankas biggest listed company is quietly repositioning itself for the next growth cycle and the numbers are starting to tell a story. Heres the 5-year outlook backed by JKHs annual report cross validated with CBSL + IMF + WB data. World Bank data (not predictions; scenarios): 📌 Today Market cap: LKR 390B Revenue: LKR 280.8B PAT to equity holders: LKR 11.25B Assets: LKR 771B Nearly 1% of Sri Lankas GDP comes from JKH revenue alone. 📌 Why the next [--] years matter Tourism & leisure are rebounding strongly. Keells retail is leveraged" [X Link](https://x.com/chanuka4/status/1994998184515703078) 2025-11-30T05:13Z [--] followers, [--] engagements "🚨 Over [------] acres of farmland wiped out. Thousands of homes lost. Roads bridges and power lines submerged. Sri Lankas November [----] floods werent just a humanitarian disaster they triggered a massive economic shock. 🔍 In my latest analysis I break down: 📉 How crop destruction translates to over [------] tons of food lost and rising food inflation 🏚 The billions needed to rebuild housing and infrastructure 📈 The knock-on effects on inflation interest rates FX reserves and GDP in [----] 📊 What policymakers investors and institutions need to prepare for next 💡 If you work in economic policy" [X Link](https://x.com/chanuka4/status/1995069688607645950) 2025-11-30T09:57Z [--] followers, [--] engagements "Every cycle tells the same story: first they dismiss it then they fear it then they quietly buy it. Bitcoin adoption isnt rising because people want a new asset its rising because global trust in governments central banks and fiat systems is collapsing in slow motion. From the US to Europe to Latin America the pattern is identical inflation debt explosions capital controls and now CBDC experiments. Bitcoin isnt an alternative anymore. Its becoming the exit. The real question isnt whether adoption grows its how fast people move once the next system shock hits. #Bitcoin #Crypto #BTC #BTCUSD" [X Link](https://x.com/chanuka4/status/1995095498571550971) 2025-11-30T11:40Z [--] followers, [---] engagements "The data keeps pointing to the same conclusion: the old system is breaking faster than policymakers want to admit. US debt rising $1T every [---] days EU facing record fiscal gaps and declining productivity Emerging markets absorbing the fallout through currency volatility Against this backdrop assets with transparent monetary policies like Bitcoin and autonomous AI-driven networks arent just innovations. Theyre becoming necessary escape valves for a world drowning in policy mistakes and short-term political thinking. The irony The same institutions that dismissed these technologies are now" [X Link](https://x.com/chanuka4/status/1995099055601361209) 2025-11-30T11:54Z [--] followers, [--] engagements "Is it true Partially true but not absolute. While MicroStrategy (MSTR) has consistently chosen to leverage debt instrumentsincluding convertible notes and senior secured loansto accumulate Bitcoin rather than sell this does not mean they will never sell BTC. It simply reflects their current strategy and long-term thesis. 📌 Financial Reality Check: MicroStrategy has: [------] BTC (as of late [----] if trends continued). Funded purchases using convertible debt (often at low rates or with favorable terms). Marked BTC as a treasury reserve asset signaling strong conviction. However the company is" [X Link](https://x.com/chanuka4/status/1995102217989186036) 2025-11-30T12:06Z [--] followers, [----] engagements "✅ TRUE but with important nuance. As of June [----] Japans National Tax Agency implemented a corporate tax exemption on unrealized gains from crypto held by companies (if certain conditions are met). Then in late [----] into [----] the Liberal Democratic Partys Web3 team proposed a shift toward 20% flat tax on crypto capital gains down from up to 55% under the progressive individual income tax system. 🗓 As of mid-2025 Japan: Implements 20% separate tax on crypto capital gains Applies this to long-term holders investors and startups Excludes day traders and miners from full benefit (still under" [X Link](https://x.com/chanuka4/status/1995106014857691302) 2025-11-30T12:21Z [--] followers, [--] engagements "This isnt just BlackRock on BNB. Its BlackRock reprogramming the rails of the global financial system in real time. Lets break down why this is seismic: 🏦 [--]. BlackRock = $10 Trillion in Gravity BlackRock isnt a player. Its the gravitational center of TradFi managing $9.4T AUM (Q3 2025).When they tokenize U.S. Treasuries on-chain theyre not experimenting. Theyre setting a precedent. Their BUIDL fund is now: The largest tokenized RWA in the world Live on BNB Chain a fast high-throughput retail+DeFi friendly L1 Accepted as collateral on Binance the worlds largest crypto exchange by volume." [X Link](https://x.com/chanuka4/status/1995107804114231697) 2025-11-30T12:29Z [--] followers, [--] engagements "Qtums halving today is way bigger than people realize. Inflation drops from 0.5% 0.25% cutting new issuance by 50%. Circulating: 105.9M Max supply: 107.8M Only 1.9M ($QTUM) left to mint At 0.25% it takes [--] YEARS to finish No future unlocks Daily new supply [---] QTUM ($37K) Thats near-zero sell pressure for an L1. Historically assets with collapsing inflation + fixed supply (BTC ATOM ETH post-1559) saw massive upside. If buyers exceed even $20K/day price trends up. Qtum just became one of the lowest-inflation L1s in cryptoand the market hasnt priced it in yet. #CryptoMarket @coinbureau" [X Link](https://x.com/chanuka4/status/1995177958659760205) 2025-11-30T17:07Z [--] followers, [--] engagements "🔥 [--]. Technical Analysis The Chart Was Flashing Warnings Before the Crash The BTC breakdown on 1/12/2025 was not random. Several technical red flags were already visible: A. Rising Wedge Breakdown BTC spent most of OctoberNovember [----] forming a rising wedge a bearish pattern where: *Price makes higher highs *Momentum makes lower highs The breakdown from the wedge aligned with historic topping structures. B. Bearish Divergences on RSI & MACD On the daily and 4H: *RSI made lower highs while price made higher highs *MACD histogram flipped negative days before the crash In previous cycles (2017" [X Link](https://x.com/chanuka4/status/1995369599915925931) 2025-12-01T05:49Z [--] followers, [--] engagements "🔥 [--]. Technical Analysis The Chart Was Flashing Warnings Before the Crash The BTC breakdown on 1/12/2025 was not random. Several technical red flags were already visible: A. Rising Wedge Breakdown BTC spent most of OctoberNovember [----] forming a rising wedge a bearish pattern where: *Price makes higher highs *Momentum makes lower highs The breakdown from the wedge aligned with historic topping structures. B. Bearish Divergences on RSI & MACD On the daily and 4H: *RSI made lower highs while price made higher highs *MACD histogram flipped negative days before the crash In previous cycles (2017" [X Link](https://x.com/chanuka4/status/1995370779924652181) 2025-12-01T05:54Z [--] followers, [--] engagements "🔥 [--]. On-Chain Analysis Smart Money Exited Before Retail Saw It Coming On-chain indicators show clear behaviors: A. Exchange Inflows Spiked Pre-Crash Large inflows of BTC to exchanges appeared [--] hours before the crash. Historically: *Whale inflows = bearish *Outflows = accumulation This matched previous crash signatures (May [----] June 2022). B. Increase in Long-Term Holder (LTH) Profit-Taking Key metrics turned bearish: LTH-SOPR [---] Long-term holders were selling into strength locking in profitsa cycle top indicator. MVRV Entered the Danger Zone Realized profits reached levels consistent" [X Link](https://x.com/chanuka4/status/1995373972029116501) 2025-12-01T06:06Z [--] followers, [--] engagements "Whales ETFs and Leverage: What Really Caused Bitcoins December 1st Crash https://open.substack.com/pub/drsajithchanuka/p/whales-etfs-and-leverage-what-reallyr=6xqeo8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/drsajithchanuka/p/whales-etfs-and-leverage-what-reallyr=6xqeo8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/chanuka4/status/1995406310079418686) 2025-12-01T08:15Z [--] followers, [--] engagements "A 10.75% STRC rate isnt just a number its a structural signal. 🚨 When a sovereign raises rates to these levels its effectively admitting two things: [--] Debt refinancing pressure is accelerating [--] Local currency holders are being diluted faster than ever And this is exactly why BTC has outperformed every high-rate economy over the last decade: Historical Returns vs High-Rate Economies Countries with 10% policy rates saw BTC outperform local assets by 50120x over [--] years. Even in USD terms BTC compounded at 63% annually since [----] beating equities real estate gold and bonds. In the last 5" [X Link](https://x.com/chanuka4/status/1995554379391533117) 2025-12-01T18:03Z [--] followers, [----] engagements "A 10.75% STRC rate isnt just a number its a structural signal. 🚨 When a sovereign raises rates to these levels its effectively admitting two things: [--] Debt refinancing pressure is accelerating [--] Local currency holders are being diluted faster than ever And this is exactly why BTC has outperformed every high-rate economy over the last decade: Historical Returns vs High-Rate Economies Countries with 10% policy rates saw BTC outperform local assets by 50120x over [--] years. Even in USD terms BTC compounded at 63% annually since [----] beating equities real estate gold and bonds. In the last 5" [X Link](https://x.com/chanuka4/status/1995554582358098235) 2025-12-01T18:04Z [--] followers, [--] engagements "Tom Lee calling for a new BTC ATH by end of Jan [----] is a high-beta upside scenario not the base case but its not fantasy either. Lets frame it clearly 👇 [--] Where we are now vs what hes calling for Current BTC: $85k$87k after a sharp NovemberDecember washout. All-time high: $126k hit in early October [----] were still 3035% below ATH. A new ATH by late Jan = +50% move in [--] days from here. BTC has done that kind of move before (multiple 5080% bursts in [--] months in [----] 202021) but usually from oversold levels with a clear liquidity tailwind not while markets are still digesting fresh leverage" [X Link](https://x.com/chanuka4/status/1995557309700079900) 2025-12-01T18:15Z [--] followers, [--] engagements "Thank you Hon. PM @narendramodi for once again standing with Sri Lanka in a moment of pain. Your Region First / Neighborhood First policy has consistently translated into real action when Sri Lanka needed a trusted friend the most. India has stood by us through every major crisis: [----] Economic Crisis India delivered over $4 billion in emergency assistance (fuel pharmaceuticals food credit lines & currency support) preventing a humanitarian disaster. COVID-19 Pandemic Sri Lanka received essential vaccines medical supplies and support under Vaccine Maitri becoming one of the first countries in" [X Link](https://x.com/chanuka4/status/1995559960928018711) 2025-12-01T18:25Z [--] followers, [----] engagements "Thank you Hon. PM @narendramodi for once again standing with Sri Lanka in a moment of pain. Your Region First / Neighborhood First policy has consistently translated into real action when Sri Lanka needed a trusted friend the most. India has stood by us through every major crisis: [----] Economic Crisis India delivered over $4 billion in emergency assistance (fuel pharmaceuticals food credit lines & currency support) preventing a humanitarian disaster. COVID-19 Pandemic Sri Lanka received essential vaccines medical supplies and support under Vaccine Maitri becoming one of the first countries in" [X Link](https://x.com/chanuka4/status/1995560065672323511) 2025-12-01T18:26Z [--] followers, [---] engagements "What were seeing isnt mystery selling its a structural leverage flush in a market where derivatives now influence price more than spot demand. A few things stand out 👇 [--] $900M liquidated = a leverage imbalance not a sentiment collapse When OI builds faster than spot inflows the market becomes reflexive. BTC was carrying elevated: funding rates perpetual OI at multi-week highs thin liquidity below $88kThats the perfect recipe for a cascade. [--] The -$120B market cap drop came from forced sellers No news. No catalyst. Just the math of liquidations: When a 2030x long unwinds it sells spot into" [X Link](https://x.com/chanuka4/status/1995561480608251992) 2025-12-01T18:31Z [--] followers, [---] engagements ""Inside the Feds $7 Trillion Balance Sheet: What It Means for Your Wallet" https://substack.com/@drsajithchanuka/note/p-180475818utm_source=notes-share-action&r=6xqeo8 https://substack.com/@drsajithchanuka/note/p-180475818utm_source=notes-share-action&r=6xqeo8" [X Link](https://x.com/chanuka4/status/1995727218547335345) 2025-12-02T05:30Z [--] followers, [--] engagements "Brian Armstrong is right and the data is already showing why. Corporate treasuries now hold over $140B in digital assets and global on-chain settlement surpassed $15T in [----] outpacing Visas annual volume. Once assets are tokenized and traded peer-to-peer firms no longer need to sit inside the legacy banking system or its tax and compliance choke points. Tokenization isnt just a tech upgrade. Its the early phase of corporates exiting fiat rails moving value on networks where capital moves globally 24/7 and governments cant easily intermediate. The shift has already started. The system is just" [X Link](https://x.com/chanuka4/status/1996561335480443007) 2025-12-04T12:44Z [--] followers, [--] engagements "Brian Armstrong is right and the data is already showing why. Corporate treasuries now hold over $140B in digital assets and global on-chain settlement surpassed $15T in [----] outpacing Visas annual volume. Once assets are tokenized and traded peer-to-peer firms no longer need to sit inside the legacy banking system or its tax and compliance choke points. Tokenization isnt just a tech upgrade. Its the early phase of corporates exiting fiat rails moving value on networks where capital moves globally 24/7 and governments cant easily intermediate. The shift has already started. The system is just" [X Link](https://x.com/chanuka4/status/1996561505584635983) 2025-12-04T12:45Z [--] followers, [--] engagements "The last [--] days have basically turned the crypto market into a liquidation engine and the pattern is too consistent to ignore. 📉 When the market drops: The October correction erased roughly $19B in leveraged positions in one day. Several follow-up sell-offs in November wiped $12B per day with 7090% of liquidations hitting longs. 📈 When the market pumps: During the recent squeezes we saw $400500M liquidated in [--] hours with 8090% of the damage hitting shorts. Some days over 90% of all BTC liquidations were short positions being blown out. At the same time: Open interest dropped 22% during" [X Link](https://x.com/chanuka4/status/1996563604142019014) 2025-12-04T12:53Z [--] followers, [--] engagements "Leverage Dynamics Market Microstructure and Institutional Accumulation: An Academic Analysis of Cryptocurrency Liquidations (OctDec 2025) Abstract This study examines liquidation patterns in the cryptocurrency derivatives market over a sixty-day period from October to December [----]. Bitcoin (BTC) experienced multiple high-magnitude liquidation events cumulatively erasing tens of billions of dollars in leveraged positions. The analysis identifies a recurring structure whereby retail traders utilize high leverage encounter targeted liquidation cascades and subsequently exit markets through" [X Link](https://x.com/chanuka4/status/1996587333358076145) 2025-12-04T14:28Z [--] followers, [--] engagements "@Polymarket Unfortunately after jobs apple is not going anywhere. The management should change big time and bring back innovation based revenue growth. They are behind on everything" [X Link](https://x.com/chanuka4/status/1996769160769286332) 2025-12-05T02:30Z [--] followers, [--] engagements "@shanaka86 Yeah so sad to see. They are just buying back stocks and increasing the share vales. That will also end soon" [X Link](https://x.com/chanuka4/status/1996771239659176258) 2025-12-05T02:38Z [--] followers, [---] engagements "@Kalshi It was really not going anywhere IMO" [X Link](https://x.com/chanuka4/status/1996771958877573485) 2025-12-05T02:41Z [--] followers, [--] engagements "The Credit Card Debt Crisis: Americas $1.2 Trillion Ticking Time Bomb Introduction U.S. credit card debt just hit a record $1.233 trillion in Q3 [----] and delinquency rates are at their highest level since [----]. Millions of families are now paying 2128% interest just to cover groceries rent and gas. This isnt a personal failing its a national emergency. Consumer spending drives nearly 70% of the entire U.S. economy. When households are crushed by debt and interest payments the whole country feels it. Heres the hard data from the past five years why it matters and why large-scale credit card" [X Link](https://x.com/chanuka4/status/1996993723343757670) 2025-12-05T17:23Z [--] followers, [--] engagements "Everyone is celebrating Tethers multibillion-dollar surplus. But lets be honest this isnt just about solvency. Its about power shifting from governments to private money issuers. Heres what nobody wants to say 👇 [--] Tether isnt a stablecoin anymore its a shadow central bank. It settles more daily volume than PayPal Western Union and many national FX systems. And now we learn its running a surplus bigger than some sovereign reserves Thats not healthy. Thats systemic. [--] Governments arent worried about Tether blowing up. Theyre worried about Tether becoming too big to regulate a privately" [X Link](https://x.com/chanuka4/status/1997277350837338607) 2025-12-06T12:10Z [--] followers, [--] engagements "Everyone is celebrating Tethers multibillion-dollar surplus. But lets be honest this isnt just about solvency. Its about power shifting from governments to private money issuers. Heres what nobody wants to say 👇 [--] Tether isnt a stablecoin anymore its a shadow central bank. It settles more daily volume than PayPal Western Union and many national FX systems. And now we learn its running a surplus bigger than some sovereign reserves Thats not healthy. Thats systemic. [--] Governments arent worried about Tether blowing up. Theyre worried about Tether becoming too big to regulate a privately" [X Link](https://x.com/chanuka4/status/1997277486317715918) 2025-12-06T12:10Z [--] followers, [--] engagements "@coinbureau Absolutely spot on Western Union's USDPT launch is a massive signal that TradFi is all-in on crypto for real-world utility. With their [----] cross-border volume hitting $102.9B across 290M+ transactions (up 3% YoY in Q4 alone) even capturing 10-20% via stablecoins could inject $10-20B annually into Solana's ecosystem slashing fees from 6%+ to sub-1% and onboarding millions in LatAm/Africa where inflation's rampant. Impact on crypto This bridges the "last mile" gapfiat on/off-ramps via 500K+ agentspotentially exploding stablecoin adoption (already at $300B+ mcap up 50% in '25) and" [X Link](https://x.com/chanuka4/status/1997301412926292439) 2025-12-06T13:45Z [--] followers, [---] engagements "Absolutely spot on Western Union's USDPT launch is a massive signal that TradFi is all-in on crypto for real-world utility. With their [----] cross-border volume hitting $102.9B across 290M+ transactions (up 3% YoY in Q4 alone) even capturing 10-20% via stablecoins could inject $10-20B annually into Solana's ecosystem slashing fees from 6%+ to sub-1% and onboarding millions in LatAm/Africa where inflation's rampant. Impact on crypto This bridges the "last mile" gapfiat on/off-ramps via 500K+ agentspotentially exploding stablecoin adoption (already at $300B+ mcap up 50% in '25) and pushing total" [X Link](https://x.com/chanuka4/status/1997301480420946169) 2025-12-06T13:45Z [--] followers, [--] engagements "Eighteen Months After the Soft-Landing Narrative: An Evidence-Based Assessment of U.S. Macroeconomic Conditions [--------] Abstract This article provides an academically structured examination of the United States economy during the eighteen months following Federal Reserve Chair Jerome Powells May [----] dismissal of stagflation concerns. Drawing exclusively on publicly released data from U.S. statistical agencies and Federal Reserve communications through December [----] the analysis evaluates inflation dynamics labor market adjustments industrial activity freight indicators household financial" [X Link](https://x.com/chanuka4/status/1997587459098673573) 2025-12-07T08:42Z [--] followers, [--] engagements "Check out my latest article: Dilmah Ceylon Tea Company: A Data-Driven Financial Analysis of a Purpose-Led Sri Lankan Exporter via @LinkedIn https://www.linkedin.com/pulse/dilmah-ceylon-tea-company-data-driven-financial-sri-lankan-chanuka--3huac https://www.linkedin.com/pulse/dilmah-ceylon-tea-company-data-driven-financial-sri-lankan-chanuka--3huac" [X Link](https://x.com/chanuka4/status/1997667158407471527) 2025-12-07T13:59Z [--] followers, [--] engagements "Check out my latest article: Commercial Bank of Ceylon PLC: Where Resilience Becomes Growth A Data-Driven Financial Analysis for Global Investors Policymakers and Industry Lead via @LinkedIn https://www.linkedin.com/pulse/commercial-bank-ceylon-plc-where-resilience-becomes-growth-chanuka--yo4vc https://www.linkedin.com/pulse/commercial-bank-ceylon-plc-where-resilience-becomes-growth-chanuka--yo4vc" [X Link](https://x.com/chanuka4/status/1998367286797975595) 2025-12-09T12:21Z [--] followers, [--] engagements "Check out my latest article: Distilleries Company of Sri Lanka PLC: A Data-Driven Financial and Strategic Analysis of One of Sri Lankas Most Resilient Consumer Giants via @LinkedIn https://www.linkedin.com/pulse/distilleries-company-sri-lanka-plc-data-driven-one-lankas-chanuka--fmjnc https://www.linkedin.com/pulse/distilleries-company-sri-lanka-plc-data-driven-one-lankas-chanuka--fmjnc" [X Link](https://x.com/chanuka4/status/1998660768108310631) 2025-12-10T07:47Z [--] followers, [--] engagements "What if Sri Lankas Most Important Economic Recovery Story Isnt the GDP but a Single Bank What if Sri Lankas biggest recovery signal isnt found in GDP numbers but in the balance sheet of one bank Commercial Bank of Ceylon just delivered one of the strongest post-crisis earnings cycles in Sri Lankas financial history. Here are the numbers every investor policymaker and analyst should be watching: 📌 Total Assetssurged past Rs. [-----] trillion (12.4% growth in nine months). 📌 Loan Book Expansion: +34.6% YoY Rs. [----] trillion Rs. 58.5B monthly disbursements in Q3. 📌 Net Interest Income: Rs." [X Link](https://x.com/chanuka4/status/1998678967973253308) 2025-12-10T08:59Z [--] followers, [--] engagements "Check out my latest article: Aitken Spence PLC (Sri Lanka): Sector Economics and a Five-Year Base-Case Outlook (FY2026FY2030) via @LinkedIn https://www.linkedin.com/pulse/aitken-spence-plc-sri-lanka-sector-economics-outlook-chanuka--g4gcc https://www.linkedin.com/pulse/aitken-spence-plc-sri-lanka-sector-economics-outlook-chanuka--g4gcc" [X Link](https://x.com/chanuka4/status/2000868033120940319) 2025-12-16T09:58Z [--] followers, [--] engagements "Check out my latest article: Sri Lankas Recovery Trade Has a Winner: Why LOLC Could Be the Markets [----] Compounder via @LinkedIn https://www.linkedin.com/pulse/sri-lankas-recovery-trade-has-winner-why-lolc-could-markets-chanuka--mm13c https://www.linkedin.com/pulse/sri-lankas-recovery-trade-has-winner-why-lolc-could-markets-chanuka--mm13c" [X Link](https://x.com/chanuka4/status/2002605588992438623) 2025-12-21T05:02Z [--] followers, [--] engagements "Check out my latest article: Deep Dive: Corruption and Sri Lankas Economy (20102025) how Governance Gaps Weighed on Growth Investment and Economic Potential via @LinkedIn https://www.linkedin.com/pulse/deep-dive-corruption-sri-lankas-economy-20102025-how-gaps-chanuka--bdruc https://www.linkedin.com/pulse/deep-dive-corruption-sri-lankas-economy-20102025-how-gaps-chanuka--bdruc" [X Link](https://x.com/chanuka4/status/2004414544882630662) 2025-12-26T04:50Z [--] followers, [--] engagements "🚨 Sri Lankas Healthcare System Is Not Struggling It Is Quietly Bleeding Out 🚨 This is not opinion this is arithmetic. Facts 👇 📌 [---] government hospitals depend on the public system to deliver 95% of inpatient care 📌 22+ million people rely primarily on these hospitals 📌 WHO benchmark: 1.52.0 doctors per [----] people 📌 Sri Lanka today: 1.11.2 doctors per [----] That gap is widening. 🩺 Doctors in public service: [----------] 🩺 Consultant doctors (specialists): [--------] 🩺 Official consultant shortage: [----] vacancies across [---] hospitals 🩺 Minimum consultants needed: 4000+ Without" [X Link](https://x.com/chanuka4/status/2004604765280596221) 2025-12-26T17:26Z [--] followers, [--] engagements "In [----] one Sri Lankan unit trust returned 60.7% while another safe fund paid 6.2% Both were sold to investors as good investments. Sri Lankas Unit Trust Market isnt one market Its [--] different risk enginesand 2024/2025 proved it. Most investors still pick funds based on brand + last months return. Thats how you buy volatility at the top and sell safety at the bottom. Here are the [----] winners (from the UTASL-style fund table)ranked by asset class: EQUITIES (2024) 📌NAMAL Growth Fund: +50.75% 📌NDB Wealth Growth Fund: +46.16% 📌Senfin Growth Fund: +42.22% 📌Senfin Dividend Fund: +42.08%" [X Link](https://x.com/chanuka4/status/2004743034555019356) 2025-12-27T02:36Z [--] followers, [--] engagements "🔴State-Owned Giant vs Private Sector Leader Bank of Ceylon vs Commercial Bank of Ceylon (20242025): Who Really Delivered Better Financial Performance and Investor Returns Sri Lankas post-crisis economic rebound has placed the banking sector back at the centre of the countrys recovery narrative. With GDP expanding by 5% in [----] interest rates normalising sovereign debt restructuring reversals flowing through income statements and asset quality steadily improving banks have emerged as the primary beneficiaries of macro stabilisation. Among them two institutions dominate the systemeach" [X Link](https://x.com/chanuka4/status/2004806401252827397) 2025-12-27T06:47Z [--] followers, [--] engagements "STATES LARGEST BANK vs PRIVATE SECTORS LARGEST BANKBank of Ceylon vs Commercial Bank of Ceylon (20242025) Sri Lankas banking sector didnt just survive the crisis it rebounded hard. But heres the real question investors should be asking 👇 Did scale win or did efficiency I ran a full financial and ratio-level deep dive on Bank of Ceylon (BOC) and Commercial Bank of Ceylon (COMB) using audited FY2024 numbers and [----] interim data. 📌 NUMBERS (READ THIS FIRST) 🔹 Total Assets BOC: LKR 5.05.5 TRILLION COMB: LKR 3.0+ TRILLION (first private bank in history to cross this) 🔹 Profit Before Tax 2024" [X Link](https://x.com/chanuka4/status/2004816509311570173) 2025-12-27T07:27Z [--] followers, [--] engagements "This is an important point that often gets lost in the genius founder narrative. What separates Elon Musk from most high-profile leaders is not individual brilliance but systems thinking applied to people. Complex outcomes rockets EV platforms AI infrastructure are not leadership achievements; they are coordination achievements. Modern innovation is constrained less by ideas and more by integration of specialized knowledge. No single human can master propulsion materials science software manufacturing and supply chains at frontier depth. Progress comes from assembling talent aligning" [X Link](https://x.com/chanuka4/status/2004841620269932962) 2025-12-27T09:07Z [--] followers, [---] engagements "This is not merely a cost problem; it is a structural macroeconomic reallocation underway in the United States. Healthcare absorbing 11.6% of GDP and 17% of consumer spending signals that a growing share of national income is being diverted into a sector with low productivity spillovers relative to its scale. Unlike housing education or technology healthcare spending largely preserves existing capacity rather than expanding future output. The doubling of healthcare expenditure since [----] reflects three reinforcing forces: aging demographics price opacity with weak competition and a" [X Link](https://x.com/chanuka4/status/2004842342738788627) 2025-12-27T09:10Z [--] followers, [---] engagements "This is not an emergency liquidity event; it is routine balance-sheet plumbing revealing structural tightness in the post-QE banking system. The Federal Reserve uses overnight repos to smooth short-term funding mismatches when reserves become unevenly distributed across banks. What is notable is not the $2.5 billion headline in isolation but the frequency and persistence over $120 billion cumulatively this year which points to a system operating with less excess liquidity than the market assumes. Three forces explain the pattern: [--]. Quantitative Tightening is draining usable reserves QT" [X Link](https://x.com/chanuka4/status/2004842685438243017) 2025-12-27T09:11Z [--] followers, [---] engagements "Keells vs Cargills vs Arpico (Supermarkets Only) Capital Efficiency Valuation and Who Creates the Highest Investor Returns by [----] Sri Lankas supermarket battle is not about store count Its about capital efficiency. Here are the numbers most retail investors never put side-by-side 👇 Cargills Food City (Retail Only) 500+ outlets nationwide FY2024 retail revenue: LKR [------] bn Gross margin: 2122% Net margin: 1.82.1% Retail ROE: 79% Dividend yield: 1% FY2030E retail revenue: LKR [------] bn FY2030E retail NP: LKR [----] bn 👉 Dominates volume. 👉 Sacrifices margin. 👉 Built for system control not" [X Link](https://x.com/chanuka4/status/2004845002569175522) 2025-12-27T09:21Z [--] followers, [--] engagements "@robin_j_brooks This looks more like a recession not cz of sanctioned" [X Link](https://x.com/chanuka4/status/2004871070248317390) 2025-12-27T11:04Z [--] followers, [---] engagements "🚨 Sri Lankas Healthcare System Is Not Struggling It Is Quietly Bleeding Out 🚨 This is not opinion. This is arithmetic. facts 👇 📌 [---] government hospitals depend on the public system to deliver 95% of inpatient care 📌 22+ million people rely primarily on these hospitals 📌 WHO benchmark: 1.52.0 doctors per [----] people 📌 Sri Lanka today: 1.11.2 doctors per [----] That gap is widening. 🩺 Doctors in public service: [----------] 🩺 Consultant doctors (specialists): [--------] 🩺 Official consultant shortage: [----] vacancies across [---] hospitals 🩺 Minimum consultants needed: 4000+ Without" [X Link](https://x.com/chanuka4/status/2005111714183086201) 2025-12-28T03:01Z [--] followers, [--] engagements "This is a structurally important signalnot a cyclical blip. A 4.7% US personal savings rate places households far below both the pre-pandemic norm (6.1%) and long-term historical behavior (9.8% in the 1980s). What matters is not just how low savings are but why they are falling. Three forces are converging: Real income compression Wage growth is decelerating while core services inflation remains sticky. Real disposable income growth has flattened forcing households to fund consumption by drawing down savings rather than income. Debt substitution for savings Record consumer credit balances" [X Link](https://x.com/chanuka4/status/2005125953375310074) 2025-12-28T03:57Z [--] followers, [---] engagements "Spot on the Shiller CAPE just hit [----] the second-highest ever only behind the dot-com peak of [--] in 1999-2000.Implications:Poor long-term returns ahead: Historically when CAPE exceeds 30-40 forward 10-year annualized returns for the S&P [---] drop to low single digits (often 0-3% real or even negative). At current levels models imply 1-2% annual returns over the next decade. High crash risk: The only prior time we saw this was right before the 2000-2002 bear market where stocks plunged 50%. Elevated valuations mean thinner margins for error any disappointment in AI growth rate hikes or" [X Link](https://x.com/chanuka4/status/2005135367339671682) 2025-12-28T04:34Z [--] followers, [---] engagements "In [----] one Sri Lankan unit trust returned 60.7% while another safe fund paid 6.2% Both were sold to investors as good investments. Sri Lankas Unit Trust Market isnt one market Its [--] different risk engines and 2024/2025 proved it. Most investors still pick funds based on brand + last months return. Thats how you buy volatility at the top and sell safety at the bottom. Here are the [----] winners (from the UTASL-style fund table)ranked by asset class: EQUITIES (2024) 📌 NAMAL Growth Fund: +50.75% 📌 NDB Wealth Growth Fund: +46.16% 📌 Senfin Growth Fund: +42.22% 📌 Senfin Dividend Fund: +42.08%" [X Link](https://x.com/chanuka4/status/2005159025298558987) 2025-12-28T06:09Z [--] followers, [--] engagements "🔴 The U.S. Doesnt Have a Debt Crisis. It Has a Duration Crisis. Facts the market is avoiding 👇 📌 $38 trillion total U.S. federal debt 📌 $5 trillion trapped in [----] year Treasuries nobody wants 📌 Long bonds = low liquidity + high duration + rising yields 📌 Gold on the Feds balance sheet still priced at $42/oz 📌 Market value today $1.1 trillion 📌 At $10000 gold $2.5 trillion 📌 At $20000 gold $5 trillion (entire long-bond problem) This isnt speculation. Its sovereign balance-sheet arithmetic. Gold revaluation is not a hedge. Its not fear-driven. Its a silent non-inflationary exit" [X Link](https://x.com/chanuka4/status/2005169550854423009) 2025-12-28T06:50Z [--] followers, [--] engagements "Alcohol or Cigarettes whats your poison More importantly: which one pays better Numbers investors usually ignore 👇 📌 10-year total return (20142024) CTC: 180230% (7080% from dividends) DCSL: 280350% (5565% from capital gains) 📌 Business structure CTC: 6570% of every rupee goes straight to the Government DCSL: Retains a far larger share of consumer spend 📌 Profitability CTC net margin: 4550% DCSL net margin: 1822% 📌 Returns on capital CTC ROE: 5560% (minimal reinvestment) DCSL ROE: 3035% (reinvestable compounding) 📌 Capital behavior CTC: Maintenance capex excess cash 8090% payout ratio" [X Link](https://x.com/chanuka4/status/2005180515595243749) 2025-12-28T07:34Z [--] followers, [--] engagements "🔴Breaking News: RECORD NUMBER OF SMALL BUSINESS BANKRUPTCIES SIGNAL RECESSION RISK Subchapter V filings (small firms & individuals): 2020: [---] 2021: [----] 2022: [----] 2023: [----] 2024: [----] 2025: 2221+ (record high so far)Trend: Steadily rising amid high rates & costs. Experts project continued increases into [----] possible recession indicator #Economy #Recession2026 #SmallBusinessSuggested" [X Link](https://x.com/chanuka4/status/2005287226104778821) 2025-12-28T14:38Z [--] followers, [--] engagements "🚨 $10B$40B: The Hidden Economic Cost of Corruption in Sri Lanka (20102025) If Sri Lankas economy had been $10 billion$40 billion larger by [----] without persistent corruption and governance gaps how different would investor confidence growth and public finances look today Heres what the data reveals: 📉 Lowest CPI in a decade Sri Lanka scored 32/100 on Transparency Internationals [----] Corruption Perceptions Index ranking 121st out of [---] countries in government transparency. Lower scores signal higher perceived corruption risk. 📊 GDP trends show vulnerability After expanding to nearly $99" [X Link](https://x.com/chanuka4/status/2005574513459699841) 2025-12-29T09:40Z [--] followers, [--] engagements "🚨 The market is still pricing Sri Lanka Telecom like a legacy telco the numbers now justify an infrastructure re-rating. Most investors are still looking at old balance sheets. The FY2024 + [----] numbers tell a very different story. Here is what the market seems to be missing 👇 🔢Numbers No Opinions Just Data Sri Lanka Telecom PLC FY2024 Net Profit: LKR [---] bn (return to profitability) 9M [----] Net Profit: LKR [----] bn (2 FY2024) EPS (9M 2025): LKR [----] Net Assets / Share: LKR [-----] Operating Cash Flow (9M 2025): LKR [----] bn Interest cost: sharply YoY Dividend: Reinstated (FY2024) This is no" [X Link](https://x.com/chanuka4/status/2005673968880308313) 2025-12-29T16:15Z [--] followers, [--] engagements "Sri Lankas Economy in 2025: Recovery Is Real But the Model Is Still Fragile Sri Lanka will end [----] with a clear economic rebound. But make no mistakethis is not yet a durable growth model. Yes GDP expanded. Yes FX inflows improved. Yes tourism returned. But underneath the recovery sits a fragile structure that [----] must fix. Here is the full year-end macro picture without slogans. 📊 GDP & Growth: Strong Numbers Narrow Engines GDP growth exceeded 5% YTD with Q3 at 5.4% YoY Industry led growth (8%) services grew modestly (3.5%) Agriculture recovered but remains climate-exposed Problem: Growth" [X Link](https://x.com/chanuka4/status/2005831708353196101) 2025-12-30T02:42Z [--] followers, [--] engagements "A 10-Point Margin Jump in Sri Lankan FMCG CBL Foods Just Did It. Most FMCG discussions focus on volumes promotions and inflation pass-through. But CBL Foods PLC delivered something far rarer in FY2024: a structural earnings reset. Here are the numbers that matter Topline (FY2024) Revenue: Rs. [----] bn (+8.5% YoY) Domestic revenue: 97.6% Manufacturing-led revenue: 94% Cost Architecture (This is the inflection) Cost of sales: Rs. [----] bn Cost of sales fell in absolute terms despite higher revenue Gross margin expanded from 25% 35% That alone explains most of the year. Profitability Reset Gross" [X Link](https://x.com/chanuka4/status/2006182519985824244) 2025-12-31T01:56Z [--] followers, [--] engagements "📊 Financial Soundness Indicators Q3 [----] Most people read FSIs to see whether banks are stable. Investors read them to see whether banks are about to be re-priced. The Q3 [----] data from the Central Bank of Sri Lanka quietly signal a shift from balance-sheet repair to balance-sheet expansion. Key numbers: 📌 Total banking sector assets: Rs. [----] trillion (+15.6% YoY) 📌 Gross loans & receivables: Rs. [-----] trillion (+16.9% YoY) 📌 Deposits: Rs. [-----] trillion (+13.4% YoY) 📌 Equity capital & reserves: Rs. [----] trillion (+20.8% YoY) 📌 9M [----] PAT: Rs. [---] billion (+54.8% YoY) When credit" [X Link](https://x.com/chanuka4/status/2006229865859801121) 2025-12-31T05:04Z [--] followers, [--] engagements "🏦 Sampath Bank PLC vs Commercial Bank of Ceylon PLC vs Hatton National Bank PLC Sri Lankas banking battle is not about asset size. Its about capital efficiency and ROE. Here are the numbers most investors never put side-by-side 👇 📊 Commercial Bank of Ceylon (Q3 / 9M 2025) Assets: LKR [---] tn 9M [----] PAT: LKR [----] bn ROE: 1819% CASA: 3840% P/B: 1.31.4x Dividend yield: 57% 👉Earnings machine 👉Stability + dividends 👉Limited re-rating upside 📊 Hatton National Bank HNB (Q3 / 9M 2025) Assets: LKR [---] tn 9M [----] PAT: LKR [----] bn ROE: 1718% CASA: 35% P/B: 1.01.1x Dividend yield: 34% 👉ROE" [X Link](https://x.com/chanuka4/status/2006282387412398293) 2025-12-31T08:32Z [--] followers, [--] engagements "🚨 AI Is Running Out of Power on Earth. So Its Moving to Space. 🚨 (This is not science fiction. This is infrastructure.) Pinned facts first 📌 Global data centers power use (202425): [------] TWh 📌 Projected by 2030: [------] TWh (2 increase) 📌 AI server growth: 30% annually 📌 Hyperscaler AI capex (2025): $320+ billion 📌 Terrestrial constraints: land water grid bottlenecks intermittency 📌 Solar capacity factor on Earth: 2030% 📌 Solar capacity factor in orbit: 95100% 📌 Cooling in space: passive radiative (no water no fans) Now the inflection point 👇 🚀 Nov 2025: Starcloud launched the" [X Link](https://x.com/chanuka4/status/2006385985622552986) 2025-12-31T15:24Z [--] followers, [--] engagements "The Numbers Behind Googles Quantum Breakthrough For 30+ years quantum computing failed for one reason: ❌ Errors increased as systems scaled In December [----] Google crossed that barrier. Here are the numbers that matter 🔢 CORE BREAKTHROUGH [---] qubits (Willow quantum processor) First system ever where errors decrease exponentially as qubits increase 30-year theoretical barrier finally broken (error-correction threshold) ⚡ COMPUTE GAP (THIS IS NOT A TYPO) [--] minutes on Googles quantum hardware [--] years on the worlds fastest supercomputer (Frontier) Thats [--] trillion trillion years Longer than" [X Link](https://x.com/chanuka4/status/2006732393407766731) 2026-01-01T14:21Z [--] followers, [--] engagements "💥 Americas Wealth Just Hit $181.6 Trillion but not everyone is celebrating. In Q3 [----] U.S. households added a staggering $6.1 trillion in net worth pushing total wealth to an all-time high. 🔹 +$5.5 trillioncame from a booming stock market 🔻Meanwhile real estate values fell $287 billion 📈Net worth now equals 792% of disposable income the 4th highest ratio ever 🏦The top 10% own 67% of the wealth 📊The bottom 50% Just 2.5% The wealth gap is growing fast. Asset owners are winning like never before especially those with large equity holdings. But renters non-investors and younger households" [X Link](https://x.com/chanuka4/status/2012797100476743944) 2026-01-18T07:59Z [--] followers, [--] engagements "This is the correct framing. Global sovereign stress is rotating not disappearing. Japans starting point is extreme: 240% debt/GDP gross debt 1200tn and debt service already highly sensitive to long-end yields. The 30-yr JGB has pushed to multi-decade highs signalling rising term premia. If the Bank of Japan caps yields again the adjustment shifts to FXyen depreciation via rate differentials and capital outflows. Tax cuts without a credible funding path = higher issuance yield pressure BOJ intervention weaker yen. Its the same debt-FX feedback loop markets punished in the UK (2022). Different" [X Link](https://x.com/chanuka4/status/2013277869565436322) 2026-01-19T15:50Z [--] followers, [---] engagements "This is exactly the warning signal markets send before the crisis becomes visible. Spot 10-yr JGB 2.3% but the 10y10y forward at 4.3% says investors expect structurally higher rates not a temporary spike. With 240% debt/GDP and gross debt 1200tn Japans fiscal math breaks well before those levels. Every +100bp at the long end materially raises future refinancing and interest costs in a system built on near-zero yields. If the Bank of Japan suppresses yields via intervention the pressure doesnt disappearit migrates to FX. That means yen weakness imported inflation and an even tighter constraint" [X Link](https://x.com/chanuka4/status/2013278749211705744) 2026-01-19T15:53Z [--] followers, [----] engagements "This spread is not noise its a physical stress signal. A $11/oz Shanghai premium vs Western prices is unprecedented in a market that usually arbitrages within $0$2. Even [----] only briefly touched $7. Shanghai pricing is delivery-driven. When it trades $10+ above LBMA/COMEX at record prices it says physical demand inside China cannot be met at paper-clearing levels. Add Chinas dominance in solar EVs and power electronics plus export frictions and arbitrage breaks. Paper silver can clearphysical cannot. This is how regional shortages become global repricing events. Premiums move first. Spot" [X Link](https://x.com/chanuka4/status/2013283065121120726) 2026-01-19T16:11Z [--] followers, [----] engagements "@MarioNawfal Harrisburg call to defend the Constitution hit hard: Trump flipped PA by [------] votes (50.37%48.66% +1.71%). Nationwide: Trump [---] EV [--------] votes (49.8%) vs Harris [---] EV [--------] (48.3%). Musk's America PAC $1M daily giveaway (Oct 19Nov 5) distributed $18M to [--] winners collected 1M signatures supporting 1st/2nd Amendmentshelped secure all [--] swing states (PA +120K MI 83K WI 30K margins). On inauguration day it's clear: those [---] EVs protect the Constitution from overreach. Exact Electoral College split: [------]. Giveaway specifics: $18 million total [--] winners [--] million" [X Link](https://x.com/chanuka4/status/2013489325347111404) 2026-01-20T05:50Z [--] followers, [--] engagements "@MarioNawfal @boringcompany @elonmusk This is peak Elon Mastermind; Free 1-mile tunnel giveaway to crush traffic forever Prufrock is already beating snailsnow fans get to shape the future underground. Idea: A Tesla Cybertruck freight bypass tunnel linking a major port to Gigafactory-style hub. Zero surface trucks = faster Cybercab rollout + cleaner cities. https://twitter.com/i/web/status/2013493497471598886 https://twitter.com/i/web/status/2013493497471598886" [X Link](https://x.com/chanuka4/status/2013493497471598886) 2026-01-20T06:07Z [--] followers, [--] engagements "These economic hardships rampant inflation unemployment and low wages sparked initial strikes by shopkeepers in Tehran's bazaars. The unrest quickly spread to over [---] cities evolving into anti-regime demands for political reform and an end to the clerical rule. Chants like "No Gaza No Lebanon My Life for Iran" reflect frustration over funding proxies abroad while citizens starve. Protests turned nationwide met with a violent crackdown (over [----] deaths reported) and an internet blackout. This isn't just about economicsit's a systemic failure fueling the biggest challenge to the regime since" [X Link](https://x.com/chanuka4/status/2013560718701060335) 2026-01-20T10:34Z [--] followers, [--] engagements "@shanaka86 IMO Elon's legal case will be a big problem to them that the deficit" [X Link](https://x.com/chanuka4/status/2014007298327511162) 2026-01-21T16:08Z [--] followers, [---] engagements "🧠 Topic: Should the UN Still Exist in Its Current Form A Deep Dive for [----] 🌍 The United Nations turns [--] this yearbut is it still fit for purpose in a world it barely resembles from [----] My latest Substack article digs into: 🔹 How the UN spends its $68B+ budget 🔹 Who actually funds the system (hint: a handful of countries do the heavy lifting) 🔹 The impact vs. inefficiencies debate 🔹 Reform ideas political paralysisand the growing talk of replacements like the Board of Peace Heres a snapshot: 📌 Total UN System Spending (2023): $68.5 billion 📌 Top Expenditure Areas: Humanitarian aid:" [X Link](https://x.com/chanuka4/status/2014244431529177252) 2026-01-22T07:51Z [--] followers, [--] engagements "@MarioNawfal US have over [--] million millionaires and has the highest billionaires in any country. this is mainly due to the expansion of the stock market. which is made possible by money supply. this disparity is created by the government not by the people" [X Link](https://x.com/chanuka4/status/2014265461861658739) 2026-01-22T09:14Z [--] followers, [--] engagements "@MarioNawfal Putin is a master class he is playing on a different scale. Now the frozen assets are a US problem. I am sure he will offer more to President Trump so then the Europians have to deal with US on those funds. They will lose control" [X Link](https://x.com/chanuka4/status/2014269497910481075) 2026-01-22T09:30Z [--] followers, [--] engagements "@MarioNawfal IMO he will reach this milestone by 2030m and most probably this will be accelerated with a moon or a mar's Base. good for SpaceX valuation. he will use the IPO funds to build a automated rocket factory like Tesla" [X Link](https://x.com/chanuka4/status/2014274193333108845) 2026-01-22T09:49Z [--] followers, [--] engagements "I believe the NATO is just trying to please Trump China and Russia are good friends and what ever the Russians extract from the artic will flow to China and India without a problem. Also Greenland is so far away from China that they will not have significant interest in occupying. https://twitter.com/i/web/status/2014297209320394892 https://twitter.com/i/web/status/2014297209320394892" [X Link](https://x.com/chanuka4/status/2014297209320394892) 2026-01-22T11:20Z [--] followers, [---] engagements "🚨 Breaking: 🏠 How the Fed Lit a Land Fire: What happens when central banks flood the system with cheap credit and land is the primary collateral 📌 Since [----] U.S. land values surged +150% outpacing wages inflation and productivity 📌 Mortgage debt on residential property now exceeds $13.3 trillion 📌 Commercial real estate debt stands at $2.9 trillion farmland debt at $280+ billion 📌 In [----] alone the Fed bought $1.3 trillion in mortgage-backed securitiesdriving down yields but driving up land prices 📌 Land now accounts for over $20 trillion in household net worth 📌 The top 10% own over" [X Link](https://x.com/chanuka4/status/2014365296669470782) 2026-01-22T15:51Z [--] followers, [--] engagements "@shanaka86 told you Uber will struggle in the future. The cost structure of the user can. Ot be matched with Elons cost structure. Users spend much of their costs on drivers and robo taxi will not have that problem. Also even if uber purchases the new vehicles Elon will have access to below retail price vehicles. https://twitter.com/i/web/status/2014959122953994431 https://twitter.com/i/web/status/2014959122953994431" [X Link](https://x.com/chanuka4/status/2014959122953994431) 2026-01-24T07:11Z [--] followers, [---] engagements "Breaking: Silver Is No Longer Poor Mans Gold. Its the Collateral Behind the Energy Transition. For decades silver was treated as golds volatile cousin. That framing has just broken Silver above USD 100/oz is not a speculative anomaly it is a structural repricing driven by decarbonisation AI infrastructure and chronic supply inelasticity. Futures markets are now discounting a fundamentally different silver regime out to [----]. NUMBERS to pay attention: 📌 USD 100+/oz Silver trading at an all-time high (Dec 2025) 📌 60% Share of global silver demand now industrial 📌 [------] Moz Cumulative" [X Link](https://x.com/chanuka4/status/2014998610933661955) 2026-01-24T09:48Z [--] followers, [--] engagements "🟨 Breaking: America Doesnt Have a Debt Problem. It Has a Duration Problem. The most dangerous part of the U.S. balance sheet is not the headline $38 trillion debt number. It is the $5 trillion of ultra-long Treasuries that were issued in a world of zero inflation zero term premium and unlimited foreign demanda world that no longer exists. There is a clean exit. Markets just arent pricing it. NUMBERS to look for: 📌 $38 trillion Total U.S. federal debt 📌 $5 trillion Ultra-long (2030Y) Treasuries now structurally impaired 📌 17+ years Duration of a 25-year Treasury bond 📌 10% to 15% Price" [X Link](https://x.com/chanuka4/status/2015000956291911942) 2026-01-24T09:57Z [--] followers, [--] engagements "@MarioNawfal It will be very unlikely Russian will give away part of the donbass region. Also that they will make a deal with the current president. Most likely they will pause the war for election" [X Link](https://x.com/chanuka4/status/2015070459650510959) 2026-01-24T14:33Z [--] followers, [---] engagements "🚀🚨Breaking: SpaceX Wants a $1.5 Trillion Valuation But Do the Numbers Support It Is Elon Musks most ambitious play yet financial rocket science or just rocket fuel hype In [----] SpaceX earned $14B. In [----] it may IPO at $1.5T. Thats [---] earnings and nearly [--] the value of Boeing. I broke down: 📊 [--] years of revenue growth 📡 How Starlink is now 65%+ of SpaceX income 🛰 Why Starship is key to future trillion-dollar dreams 🧮 Whether this valuation makes any investor sense at all Full analysis just dropped written in my sharpest Substack form yet. 👉 Let me know in the comments: Would you" [X Link](https://x.com/chanuka4/status/2015257185442500729) 2026-01-25T02:55Z [--] followers, [--] engagements "🚀 AI Is Running Out of Earth: A deep dive into the financial technical and logistical feasibility of building AI infrastructure in low Earth orbitwhere infinite solar power meets infinite complexity. By [----] data centers could consume 2030% of global electricity. GPU clusters are now bottlenecked by power cooling and landnot compute. So what if the next breakthrough isnt on Earth at all 📡 Space-based AI data centers offer three wild advantages: 24/7 solar energy (no grid required) Passive heat rejection in a vacuum No real estate constraints But do the numbers make sense Heres what I break" [X Link](https://x.com/chanuka4/status/2015458573279756528) 2026-01-25T16:15Z [--] followers, [--] engagements "🏅 Where Do You Park Money When Nothing Feels Safe Most investors still think uncertainty has a simple playbook: risk-off cash risk-on crypto. Markets are quietly telling a different story Gold has moved through $5000. Silver has traded into triple digits Crypto hasnt crashed its consolidating. This isnt hype. Its capital reallocating under stress. NUMBERS to Look For: 📌 Gold: $5000+ per ounce a $33 trillion repricing of above-ground gold 📌Silver: $100+ per ounce monetary demand colliding with industrial scarcity 📌Central bank gold buying: 1000+ tonnes per year 📌Annual silver supply value" [X Link](https://x.com/chanuka4/status/2015751421145333880) 2026-01-26T11:39Z [--] followers, [--] engagements "@WatcherGuru This is a good move IMO they usually save on bonds and T-bills which has become extremely risky and volatile. specially if we see mass liquidations and money been pulled from the crypto market. Gold is a good hedge IMO and will see some capital gains as well" [X Link](https://x.com/chanuka4/status/2015848275765838172) 2026-01-26T18:04Z [--] followers, [---] engagements "@teslaownersSV this is so breath taking I believe Elon will start building starships like cars after the IPO. Also do you think its possible to use a Giga casting for star ships as well" [X Link](https://x.com/chanuka4/status/2015850005442265381) 2026-01-26T18:11Z [--] followers, [--] engagements "Gold has surged past $5300 an ounce on safe-haven demand rising about 7% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016438955311554564 https://twitter.com/i/web/status/2016438955311554564" [X Link](https://x.com/chanuka4/status/2016438955311554564) 2026-01-28T09:11Z [--] followers, [--] engagements "@robin_j_brooks this is not all that bad for US economy in general IMO. will be pain full for US consumers in the short run. However this will have a positive impact in the long run. if interested please read my opinion on the matter - https://x.com/chanuka4/status/2016423078365196294 https://t.co/jHgJDoLVhF https://x.com/chanuka4/status/2016423078365196294 https://t.co/jHgJDoLVhF" [X Link](https://x.com/chanuka4/status/2016439435324440753) 2026-01-28T09:13Z [--] followers, [--] engagements "Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928" [X Link](https://x.com/chanuka4/status/2016439673711636933) 2026-01-28T09:14Z [--] followers, [--] engagements "Gold has surged past $5300 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928" [X Link](https://x.com/chanuka4/status/2016439811360583884) 2026-01-28T09:14Z [--] followers, [--] engagements "Gold has surged past $5300 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928" [X Link](https://x.com/chanuka4/status/2016440355684565074) 2026-01-28T09:16Z [--] followers, [--] engagements "🔴BREAKING: China trapped in its LONGEST deflationary streak in DECADES GDP deflator plunged -0.7% in Q4 [----] 11th straight quarterly drop longest in at least [--] years.Deflation for [--] FULL consecutive years longest since market reforms in late 1970sPost-2008 crisis Just [--] quarters. Producer prices tanked -1.4% YoY in January 40th month of factory deflation in a row Property crisis crushing demand + factories pumping out way more than anyone can buy slashing prices to survive. China's deflationary spiral shows ZERO signs of improvement. Is this the start of a Japan-style lost decade for the" [X Link](https://x.com/chanuka4/status/2023098067680121112) 2026-02-15T18:12Z [---] followers, [--] engagements "Ethereum's gas limit tripling to 180M by [----] will slash L1 fees 70% (from $0.38 avg in 2025) boosting TPS to 100+. Data shows: active addresses surged 17% YoY to 1.985M (Oct 2025); L2 TVL exploded 180%+ to $63B (2024-25) driven by post-Dencun fee drops. Lower costs curb congestion attract DeFi/RWA users (stablecoin vols up 20B daily) and spur dApp innovation projecting 25% adoption growth vs. 2025's 500K daily users. https://twitter.com/i/web/status/1994786208032125042 https://twitter.com/i/web/status/1994786208032125042" [X Link](https://x.com/chanuka4/status/1994786208032125042) 2025-11-29T15:11Z [---] followers, [---] engagements "🏛 $103 TRILLION: Why $103 Trillion in U.S. Real Estate Explains More Than the S&P [---] Ever Will Thats the current value of U.S. real estate. 📌$58T residential 📌$20T commercial 📌$4T farmland 📌$2T forests 📌$19T government land This one asset class is [--] U.S. GDP and [---] the entire equity market yet most macro models still treat housing as a side issue. U.S. wealth inequality is not a wage problem. Its a land balance-sheet problem. I reconstructed the full U.S. real estate ledger who owns what how much is debt-free and where the next $2030 trillionof appreciation is likely to accrue. 👉" [X Link](https://x.com/chanuka4/status/2013594385414537512) 2026-01-20T12:48Z [--] followers, [--] engagements "@shanaka86 The thing is OpenAI have first mover advantage Ultimate winner will be the one which have the more builds more supportive modules At present OpenAI is leading. Grok is catching up and everyone is lagging behind" [X Link](https://x.com/chanuka4/status/2013867315016708172) 2026-01-21T06:52Z [--] followers, [----] engagements "🚨 The Recession Already Started It Just Isnt in GDP Yet Markets keep debating soft landing vs hard landing. Theyre watching the wrong variable. Bankruptcies dont wait for GDP to turn negative. They lead. Across the G7 insolvencies have now crossed pre-pandemic and Global Financial Crisis levels while growth remains positive. That combination has only appeared a handful of times in modern history. NUMBERS WHAT THE DATA IS ACTUALLY SAYING; 📌 Germany: [-----] company bankruptcies in [----] 📌 +115% increase since [----] higher than [----] GFC levels 📌 United States: [-----] business bankruptcies in" [X Link](https://x.com/chanuka4/status/2014896148545470721) 2026-01-24T03:00Z [---] followers, [--] engagements "@Intern_Leverup @WatcherGuru Yeaheven I feel that he is the last bull in the market. I really worry for him since he is the biggest holder and we might be looking at an economic downturn. He can even get liquidated" [X Link](https://x.com/chanuka4/status/2015854305446920583) 2026-01-26T18:28Z [--] followers, [--] engagements "Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016436255085724045 https://twitter.com/i/web/status/2016436255085724045" [X Link](https://x.com/chanuka4/status/2016436255085724045) 2026-01-28T09:00Z [--] followers, [---] engagements "Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016436334555176979 https://twitter.com/i/web/status/2016436334555176979" [X Link](https://x.com/chanuka4/status/2016436334555176979) 2026-01-28T09:01Z [--] followers, [--] engagements "Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016436372656329039 https://twitter.com/i/web/status/2016436372656329039" [X Link](https://x.com/chanuka4/status/2016436372656329039) 2026-01-28T09:01Z [--] followers, [---] engagements "@coinbureau IMO crypto has entered its usual [--] year bear cycle. However due to institutional buying its been help at good support. However as in past the cycle will continue no significant macro change to break the past cycles IMO" [X Link](https://x.com/chanuka4/status/2016438744329662712) 2026-01-28T09:10Z [--] followers, [---] engagements "Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016438838248485161 https://twitter.com/i/web/status/2016438838248485161" [X Link](https://x.com/chanuka4/status/2016438838248485161) 2026-01-28T09:10Z [--] followers, [--] engagements "Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928" [X Link](https://x.com/chanuka4/status/2016439737171710454) 2026-01-28T09:14Z [--] followers, [--] engagements "Gold has surged past $5300 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928" [X Link](https://x.com/chanuka4/status/2016439921280737405) 2026-01-28T09:15Z [--] followers, [--] engagements "Gold has surged past $5300 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928" [X Link](https://x.com/chanuka4/status/2016440038108909703) 2026-01-28T09:15Z [--] followers, [--] engagements "📊 The Feds $6.6 Trillion Balance Sheet Is Quietly Hitting Your Wallet and how that will impact home prices. Most people think Fed policy = interest rates. Thats no longer true. In [----] the Federal Reserves balance sheet is doing as much damage (and signaling) as rate hikes ever did especially to mortgages housing and taxpayers. I just published a deep-dive unpacking whats actually inside the Feds balance sheet why it matters now and how a $1 trillion accounting problem is reshaping the economy. ________________________________________ NUMBERS (2026 UPDATE) 📌 $6.6 trillion Fed total assets" [X Link](https://x.com/chanuka4/status/2016798602274943310) 2026-01-29T09:00Z [--] followers, [--] engagements "🏚➡🏎How to Emerge from the Upcoming Recession as a Millionaire Most people hear recession and think collapse. History says something very different. Recessions are not economic extinction events they are wealth-transfer events. They punish leverage reward liquidity and quietly create the next generation of millionaires. While fear dominates headlines the real game is being played beneath the surface. NUMBERS (Read this twice) 📌 [--] U.S. recessionssince the Great Depression 📌 Average recession: [--] months 📌 Average expansion: [--] months 📌 Typical GDP decline: 2.5% (not collapse) 📌 S&P 500:" [X Link](https://x.com/chanuka4/status/2016819793081618582) 2026-01-29T10:24Z [--] followers, [--] engagements "🚨 Gold down 12%. Silver down 36%. In one day. 📉 The biggest silver crash since [----]. Trillions in value wiped out across ETFs miners and futures. Was it manipulation Fed policy Or a once-in-a-decade reset 📌 On Jan [--] 2026: *Gold plunged from $5594 to $4889 *Silver collapsed from $120 to $85 *Microsoft dropped 11% the same day *ETFs like GLD and SLV saw 1020% outflows *No major central bank selling. Physical demand remains strong. 🔎 I just published a deep fact-based breakdown of what caused the crash who was really selling and whether gold and silver are still safe to invest in for the" [X Link](https://x.com/chanuka4/status/2017509073214968075) 2026-01-31T08:03Z [--] followers, [--] engagements "🏘Breaking: Sri Lanka Real Estate Market Analysis 2025: Must Read for investors & First-time buyers What if your next 5-year salary raise came from a land deed instead of your payslip Heres why thousands of working-class and middle-income Sri Lankans are quietly shifting savings from banks into real estate and what the numbers say. Key NUMBERS: 📌Total property market value: LKR [------] trillion ( USD [---] Billion ) 📌Colombo condo sales volume: +128.4% YoY (Q3 2025) 📌Land asking prices in Colombo: +22% YoY (Q3 2025) 📌Suburban land prices (e.g. Gampaha): 100%+ gain since [----] 📌Most buyers" [X Link](https://x.com/chanuka4/status/2017527529599594659) 2026-01-31T09:17Z [--] followers, [--] engagements "Current USD meltdown (down 10% ) stems from policy chaos tariffs Greenland spat Trump's weak dollar cheer. Warsh's hawkish rep (anti-QE balance sheet shrink) clashed with Trump's low-rate push but his recent productivity narrative aligns for cuts Forward: If Warsh cuts aggressively early (as you suggest) expect further USD slide (forecasts: 3-5% drop '26 DXY to [--] YE) boosting EM currencies like LKR but risking inflation rebound. If he holds firm Trump ire could spike volatility but USD may rebound as seen post-nom (up 0.89% Jan 30). https://twitter.com/i/web/status/2017593583449346077" [X Link](https://x.com/chanuka4/status/2017593583449346077) 2026-01-31T13:39Z [--] followers, [---] engagements "🚨 Breaking: America Just Lived Through the Quietest Job Crisis in Years While headlines praised low unemployment [----] was brutal beneath the surface: 🔻 [---] million jobs lostthe highest since [----] 🔻 [------] government jobs cut in efficiency drives 🔻Tech & retail layoffs surgedAmazon Intel UPS led the charge 🔻 Wages rose just 3.8% barely beating inflation 🔻 AI blamed in [-----] cutsbut millions fear theyre next Meanwhile: ✔ Health care added [------] jobsdriven by aging demand ✔ Leisure renewables AI & data roles quietly surged ✔Entry-level white-collar jobs are vanishing ✔Workers juggled gigs" [X Link](https://x.com/chanuka4/status/2017657216028053851) 2026-01-31T17:52Z [--] followers, [--] engagements "Jim your call for BTC dropping to 70K in early [----] is looking spot on with the current price at [--------] after a [--] percent fall from [------] peak. But remember the community sees you as the ultimate inverse indicatoryour bearish takes often precede massive rallies. Warsh Fed nom sparked 650M liquidations 1.1B ETF outflows and rotation to gold amid DXY at [-----]. Broke 85K 100-week SMA hashrate down [--] percent Fear Greed at [--]. Yet fundamentals scream buy: adoption up market cap 1.57T. Inverse Cramer strikes again Let's see if we hit 100K by Q2." [X Link](https://x.com/chanuka4/status/2017818236835053732) 2026-02-01T04:32Z [--] followers, [---] engagements "🔴 BREAKING: Deep Dive analysis Bitcoin Holds $80Kbut the Market Is Quietly Cracking Is this the start of the next crypto winteror the quietest re-accumulation phase in history BTC peaked at $126000 in October 2025: 📌 Down 35% to $81000 as of February [----] 📌 $1.7B+ in derivatives liquidated in one week 📌 ETF net outflows: $1.72B across [--] trading days 📌 MicroStrategy alone bought $3.5B in BTC in January 📌 Over [------] traders liquidatedbut long-term holders arent selling 📌 Stablecoin supply dropped $3.2Bliquidity is exiting 📌 Spot BTC ETFs flipped to mild inflows by end-Jan Bitcoin isnt" [X Link](https://x.com/chanuka4/status/2017860188292669702) 2026-02-01T07:18Z [--] followers, [--] engagements "@stats_feed The [----] Soviet male cohort stat is real: only 32% survived to [----] (68% died by age 23). But half those deaths came from pre-war causesHolodomor famine + purges/Gulagnot just WWII. If those excess losses (famine terror war) hadn't happened Russia's population today would likely be 35-40% higher: around 190-200 million instead of [---] million. The demographic hole from missing men suppressed births for generations. With that extra population (and no war disruptions) GDP would scale up roughly the same waynominal $3.1-3.3 trillion USD (vs current $2.3T projection for 2026) or PPP" [X Link](https://x.com/chanuka4/status/2017982518121865369) 2026-02-01T15:24Z [--] followers, [---] engagements "Traffic momentum supports strong upside. Also on the side of valuation a simple DCF valuation $291B (10% WACC 6% terminal growth). Projections: [----] revenue $10B (from $3.2B combined [----] run-rate + aggressive growth) scaling to $120B by 2030.Standalone guidance points to $2B in [----] but traffic/user adoption could drive much higher. 27% upside from recent $230B valuation. Bullish on xAI's path https://twitter.com/i/web/status/2017985035505402071 https://twitter.com/i/web/status/2017985035505402071" [X Link](https://x.com/chanuka4/status/2017985035505402071) 2026-02-01T15:34Z [---] followers, [--] engagements "@shanaka86 Excellent breakdown. The shadow delay tactic is real export license processing jumping from [--] to 120+ days has already slashed flows dramatically (Japan saw 91% drop in early [----] via paperwork alone). Each F-35 needs [---] lb of rare earths. China still controls 99% of heavy REE processing. DFARS zero-Chinese-content rule kicks in Jan [--] [----] that's roughly [---] days from now. From a Sri Lankan perspective this asymmetry is a wake-up call for the Global South: time to seriously push diversified mining & processing capacity. #RareEarths #Geopolitics" [X Link](https://x.com/chanuka4/status/2017986132039115074) 2026-02-01T15:39Z [--] followers, [---] engagements "⚠ The Hidden Cost of AI: Your Power Bill Is About to Change Everyone's talking about AI chips GPUs and breakthrough models. But behind every ChatGPT response and image generation is a reality no ones watching closely enough: 💡 AI runs on power. And the grid is starting to feel it. 📊 Key numbers: Data center electricity demand is projected to double by 2030hitting nearly [----] TWh/year U.S. utilities may need [-----] GW of new capacity just for AI infrastructure Some regions are already hitting grid limitsand passing the costs to consumers 💸 What does that mean for households Rising demand =" [X Link](https://x.com/chanuka4/status/2018232332189376976) 2026-02-02T07:57Z [--] followers, [--] engagements "Starship's heat shield represents one of the most impressive feats of modern engineering a remarkable array of approximately [-----] hexagonal ceramic tiles meticulously arranged across the vehicle's windward belly. These black high-temperature tiles must endure the ferocious conditions of atmospheric reentry where peak temperatures routinely exceed [----] C (often reaching [----] C or [----] F) due to hypersonic compression and frictionhotter than the surface of many stars in localized plasma flows. What makes this system truly amazing is its ability to handle not just extreme heat but also intense" [X Link](https://x.com/chanuka4/status/2018384320680104214) 2026-02-02T18:01Z [--] followers, [---] engagements "Starship's heat shield represents one of the most impressive feats of modern engineering a remarkable array of approximately [-----] hexagonal ceramic tiles meticulously arranged across the vehicle's windward belly. These black high-temperature tiles must endure the ferocious conditions of atmospheric reentry where peak temperatures routinely exceed [----] C (often reaching [----] C or [----] F) due to hypersonic compression and frictionhotter than the surface of many stars in localized plasma flows. What makes this system truly amazing is its ability to handle not just extreme heat but also intense" [X Link](https://x.com/chanuka4/status/2018384358382747696) 2026-02-02T18:01Z [--] followers, [--] engagements "@shanaka86 The $255M insurance vs $245B custody framing feels directionally scary but I think its mixing two different statements. Falsifiable claim: the $255M figure traces back to Coinbases hot-wallet crime coverage disclosure years ago not a blanket backstop for all assets under custody (mostly cold storage). If thats right quoting it against total AUC is a category error. More interesting questions: Whats the actual coverage language in the ETF docs today Is it per-incident aggregate shared across all clients and does it cover cold storage or mainly theft/cyber State-actor hack scenario:" [X Link](https://x.com/chanuka4/status/2019063085022216310) 2026-02-04T14:58Z [---] followers, [---] engagements "@shanaka86 This is a strong indictment but I think the mechanism needs to be pinned down more precisely to see where the real abuse sits. do issuers legally retain the yield on frozen assets because the assets remain on their balance sheet or because the Act is silent on beneficial ownership during freezes Those are very different failures. A few open loops worth pressure-testing: When funds are frozen who is the legal claimant to the interest the issuer the state or the original holder pending adjudication If its the issuer by default thats not just a loophole its a transfer of property" [X Link](https://x.com/chanuka4/status/2019067844387119236) 2026-02-04T15:17Z [--] followers, [--] engagements "@shanaka86 This is a strong indictment but I think the mechanism needs to be pinned down more precisely to see where the real abuse sits. do issuers legally retain the yield on frozen assets because the assets remain on their balance sheet or because the Act is silent on beneficial ownership during freezes Those are very different failures. A few open loops worth pressure-testing: When funds are frozen who is the legal claimant to the interest the issuer the state or the original holder pending adjudication If its the issuer by default thats not just a loophole its a transfer of property" [X Link](https://x.com/chanuka4/status/2019067895943418176) 2026-02-04T15:17Z [--] followers, [--] engagements "@RayDalio I agree with the principle but Im not sure it holds symmetrically anymore. Today capital still follows talent but only after institutional permission is granted. In regulated finance compliance capital now precedes idea capital. That ordering didnt exist in your early years. A few open questions worth pressure-testing: If money truly follows talent why do first-time managers now need regulatory scaffolding anchor LPs and legal spend before their track record is even visible Is talent being identified by alpha generation or by risk management + narrative fit within existing" [X Link](https://x.com/chanuka4/status/2019072350734762355) 2026-02-04T15:35Z [--] followers, [---] engagements "@RayDalio I agree with the principle but Im not sure it holds symmetrically anymore. Today capital still follows talent but only after institutional permission is granted. In regulated finance compliance capital now precedes idea capital. That ordering didnt exist in your early years. A few open questions worth pressure-testing: If money truly follows talent why do first-time managers now need regulatory scaffolding anchor LPs and legal spend before their track record is even visible Is talent being identified by alpha generation or by risk management + narrative fit within existing" [X Link](https://x.com/chanuka4/status/2019072422683857250) 2026-02-04T15:35Z [--] followers, [--] engagements "If this correspondence is authentic then one of two things must be true: Either this was a rogue delusional scheme built on name dropping intelligence agencies or the post-Gaddafi asset freeze created a gray zone where private actors genuinely believed state level recovery operations could be monetized. Both cant be true. Heres the harder question experts should weigh in on: who actually had legal standing over Libyas frozen $80bn at that moment Because if no single authority did then the incentive structure invited intermediaries fixers and recovery specialists. The real scandal isnt" [X Link](https://x.com/chanuka4/status/2019294308080234585) 2026-02-05T06:17Z [--] followers, [--] engagements "If this correspondence is authentic then one of two things must be true: Either this was a rogue delusional scheme built on name-dropping intelligence agencies or the post Gaddafi asset freeze created a gray zone where private actors genuinely believed state-level recovery operations could be monetized. Both cant be true. Heres the harder question experts should weigh in on: who actually had legal standing over Libyas frozen $80bn at that moment Because if no single authority did then the incentive structure invited intermediaries fixers and recovery specialists. Another falsifiable claim:" [X Link](https://x.com/chanuka4/status/2019294652155695148) 2026-02-05T06:18Z [--] followers, [--] engagements "MicroStrategy didnt lose $40B. It lost time. That distinction changes everything. Between Oct [----] and Feb 2026: Bitcoin fell 44% One corporate balance sheet absorbed $40B in mark-to-market losses Headlines screamed liquidation risk But heres the uncomfortable question most analysis avoids: At what date does price volatility actually force Bitcoin sales Because liquidation isnt triggered by charts. Its triggered by contracts maturities and capital-markets access. A few hard facts from the deep dive: BTC held: [------] (3% of circulating supply) Peak valuation: $90B Value at $70k BTC: $5051B" [X Link](https://x.com/chanuka4/status/2019475267891438008) 2026-02-05T18:16Z [--] followers, [--] engagements "worse in Sri Lanka The principal issue in housing right is between prices and incomes. The typical value of a house acc to Zillow is now $365k. Meanwhile the US median income is only $85k acc to Census Bureau. That means the price/income ratio is 4.20x well above the historical norms. You can https://t.co/7W8WkoTVKY The principal issue in housing right is between prices and incomes. The typical value of a house acc to Zillow is now $365k. Meanwhile the US median income is only $85k acc to Census Bureau. That means the price/income ratio is 4.20x well above the historical norms. You can" [X Link](https://x.com/chanuka4/status/2020354387592544637) 2026-02-08T04:29Z [---] followers, [--] engagements "BoJ's 3T monthly JGB buys are indeed capping yields below 1% on the 10Y directly fueling the USD/JPY carry trade and yen weakness to 160+ levels. If they taper to zero by mid-2026 yields won't spike beyond 2% avoiding a debt servicing crunch given Japan's domestic holder base. Is that realistic or does the 260% debt/GDP ratio force a harder landing What overlooked fiscal tool could bridge the gap without selling USTs and rattling global markets Macro folks correct me if the math's off how would you model the yield curve response https://twitter.com/i/web/status/2020404332391289138" [X Link](https://x.com/chanuka4/status/2020404332391289138) 2026-02-08T07:48Z [---] followers, [---] engagements "BoJ's 3T monthly JGB buys are indeed capping yields below 1% on the 10Y directly fueling the USD/JPY carry trade and yen weakness to 160+ levels. If they taper to zero by mid-2026 yields won't spike beyond 2% avoiding a debt servicing crunch given Japan's domestic holder base. Is that realistic or does the 260% debt/GDP ratio force a harder landing What overlooked fiscal tool could bridge the gap without selling USTs and rattling global markets Macro folks correct me if the math's off how would you model the yield curve response If Japan really wans to stop the Yen from falling what needs to" [X Link](https://x.com/chanuka4/status/2020404441766150193) 2026-02-08T07:48Z [---] followers, [---] engagements "This is particularly because US companies had enough with the Gen z. They are investigating heavily in AI CAPEX and reducing liability. Also this is balance sheet maths which no body understands unless you are in finance. What are your thoughts @cryptorover 💥BREAKING: US records [------] job cuts last month marking worst January since the [----] Great Recession. https://t.co/gTjWJlcWTr 💥BREAKING: US records [------] job cuts last month marking worst January since the [----] Great Recession. https://t.co/gTjWJlcWTr" [X Link](https://x.com/chanuka4/status/2020478554245407177) 2026-02-08T12:43Z [---] followers, [--] engagements "@cryptorover This is particularly because US companies had enough with the Gen z. They are investigating heavily in AI CAPEX and reducing liability. Also this is balance sheet maths which no body understands unless you are in finance. What are your thoughts @cryptorover" [X Link](https://x.com/chanuka4/status/2020478590656151744) 2026-02-08T12:43Z [---] followers, [----] engagements "Mainly due to the automation and AI agents what is missing is the US productivity increase. Also if you see companies have spent over USD [---] billion in AI investments. Which have enable them to reduce workforce and increase profits. Also this us balance sheet reengineering. AI is CAPEX and work forceis liabilities. https://twitter.com/i/web/status/2020479507027935529 https://twitter.com/i/web/status/2020479507027935529" [X Link](https://x.com/chanuka4/status/2020479507027935529) 2026-02-08T12:47Z [---] followers, [--] engagements "@GlobalMktObserv Mainly due to the automation and AI agents what is missing is the US productivity increase. Also if you see companies have spent over USD [---] billion in AI investments. Which have enable them to reduce workforce and increase profits. Also this us balance sheet reengineering. AI is CAPEX and work forceis liabilities ⚠US LAYOFFS ARE SKYROCKETING: US based-employers announced [------] job cuts in January the highest January total since [----] the Great Financial Crisis. This was up +205% from December and +118% YoY.👇 https://t.co/mekukuO4YC ⚠US LAYOFFS ARE SKYROCKETING: US" [X Link](https://x.com/chanuka4/status/2020479677593452974) 2026-02-08T12:47Z [---] followers, [--] engagements "@truflation IMO this is due to lower consumer spending. Retailers are absorbing the margins to protect revenue. Which we see in many listed companies. Worst is yet to come IMO. What do you think" [X Link](https://x.com/chanuka4/status/2020480245413847496) 2026-02-08T12:50Z [---] followers, [----] engagements "@SecScottBessent @POTUS @TrumpAccounts Are you trying to stop a market crash by injecting money in to the market which companies are you trying to invest is it even legal" [X Link](https://x.com/chanuka4/status/2020481607233130915) 2026-02-08T12:55Z [---] followers, [--] engagements "@realDonaldTrump Are you trying to stop a market crash by injecting money in to the market which companies are you trying to invest is it even legal Currently 38% of Americans have no household exposure to equities. @POTUS is changing that. @TrumpAccounts will ensure that every child every family and every household gets to become a shareholder in our great American economy. https://t.co/iI4vyo5V8Q Currently 38% of Americans have no household exposure to equities. @POTUS is changing that. @TrumpAccounts will ensure that every child every family and every household gets to become a shareholder" [X Link](https://x.com/chanuka4/status/2020481924171542773) 2026-02-08T12:56Z [---] followers, [--] engagements "⚡ Copper isnt cyclical anymore. Its structural: The Hidden Bottleneck Behind Electrification Copper now sits at the center of: * EVs * Power grids * Renewables * Data centers * Industrial electrification This isnt a hype story. Its arithmetic. Key Numbers: 📌 Global demand today: [--] Mt/year 📌 Projected demand by 2030: 35+ Mt/year 📌 EVs use [--] more copper than ICE vehicles 📌 New mines take [----] years to come online 📌 Capital cost of new supply: $22000 per tonne 📌 Inventories: near multi-year lows Demand is rising structurally. Supply is slow capital-intensive and constrained by geology" [X Link](https://x.com/chanuka4/status/2020501654966309342) 2026-02-08T14:15Z [---] followers, [--] engagements "@thereds8 @truflation US Consumer debt is at [--] high. I believe we just surpassed [---] trillion. Not good at all. Trump is doing various things to manage. Now I believe it is a bit hard to do that. What you think" [X Link](https://x.com/chanuka4/status/2020502963782094922) 2026-02-08T14:20Z [---] followers, [--] engagements "@BootayJuicy @truflation @grok What Did not understand" [X Link](https://x.com/chanuka4/status/2020521152565715384) 2026-02-08T15:32Z [---] followers, [--] engagements "@BootayJuicy @truflation @grok Consumer spending is slowing down had some higher spending in season. However latest data show a slow down" [X Link](https://x.com/chanuka4/status/2020521408451977484) 2026-02-08T15:33Z [---] followers, [--] engagements "@AustinGymB @truflation If I am not mistaken wallmarts increase margins due to improved efficiency in logistics higher productivity and lower energy cost" [X Link](https://x.com/chanuka4/status/2020530863654478279) 2026-02-08T16:11Z [---] followers, [--] engagements "she made a smart move by supporting @realDonaldTrump and Trump assisted her big time. With lower tariffs and endorsements. I hope this partnership will help both countries with great prosperity. However I foresee both countries will devalue there respective currencies in the next term. https://twitter.com/i/web/status/2020550606969299143 https://twitter.com/i/web/status/2020550606969299143" [X Link](https://x.com/chanuka4/status/2020550606969299143) 2026-02-08T17:29Z [---] followers, [---] engagements "she made a smart move by supporting @realDonaldTrump and Trump assisted her big time. With lower tariffs and endorsements. I hope this partnership will help both countries with great prosperity. However I foresee both countries will devalue there respective currencies in the next term. 🚨 BREAKING: Japans right-wing PM Sanae Takaichi is set to win a LANDSLIDE VICTORY of up to [---] seats in todays election per exit polling [---] is a majority WOW Being anti-mass migration is POPULAR in Japan The whole world needs more leaders like this https://t.co/mk1Enrt2NL 🚨 BREAKING: Japans right-wing PM" [X Link](https://x.com/chanuka4/status/2020551003549135076) 2026-02-08T17:31Z [---] followers, [--] engagements "@KobeissiLetter @TuckerCarlson @realDonaldTrump admission will have to absorb the brunt of these payments. See how it has gone up from [---] billion in [----] to [---] billion Trump era. Too much of printing which caused excess liquidity build up I. The system. Now it is very hard to balance. How bad has the US debt crisis become Interest payments on US public debt to overseas holders surged to a record $292 billion in Q3 [----]. This amount has more than DOUBLED since [----]. The US Treasury now pays [--] TIMES more to international holders of US debt than before the https://t.co/IGl117zqOO How bad has" [X Link](https://x.com/chanuka4/status/2020680387966681468) 2026-02-09T02:05Z [---] followers, [--] engagements "BREAKING: China has instructed banks to begin selling and limit new purchases of US Treasuries citing concerns that US debt may expose banks to sharp price swings. This isnt a geopolitical headline its a balance-sheet risk decision. Treasuries were supposed to be the lowest-volatility asset on bank books. Instead duration losses over the past [--] years have rivaled equity drawdowns. If the worlds largest official creditor is telling banks to cap exposure that signals something important: Rising rates arent the risk rate uncertainty is Liquidity isnt gone price stability is This isnt about" [X Link](https://x.com/chanuka4/status/2020798167651098863) 2026-02-09T09:53Z [---] followers, [--] engagements "@taylorkenneyitm if I am not mistake WM is one of the best dividend payments companies in the market" [X Link](https://x.com/chanuka4/status/2020800290073596135) 2026-02-09T10:01Z [---] followers, [--] engagements "@taylorkenneyitm If I am not mistake WM is one of the best dividend payments companies in the market. Waste Management Phoenix Open⛳ https://t.co/eDKKsWhYPP Waste Management Phoenix Open⛳ https://t.co/eDKKsWhYPP" [X Link](https://x.com/chanuka4/status/2020800688318488695) 2026-02-09T10:03Z [---] followers, [--] engagements "@coinbureau China is the only big country which has a trade surplus and a debt to GDP ratio below 100%. Japan and UK holds about [--] trillion of US bonds. But the debts are very high. So China and India reducing or limiting buying US treasures means big risk for US" [X Link](https://x.com/chanuka4/status/2020880971483205839) 2026-02-09T15:22Z [---] followers, [---] engagements "@coinbureau China is the only big country which has a trade surplus and a debt to GDP ratio below 100%. Japan and UK holds about [--] trillion of US bonds. But the debts are very high. So China and India reducing or limiting buying US treasures means big risk for US. CHINA IS QUIETLY PULLING BACK FROM U.S. TREASURIES China just told its big banks to limit and cut their holdings of U.S. Treasuries. It now only holds $683B in U.S. govt bonds its LOWEST in years down from $1.3T in [----]. For years Chinese banks piled into Treasuries as https://t.co/5jomCprBAm CHINA IS QUIETLY PULLING BACK FROM U.S." [X Link](https://x.com/chanuka4/status/2020881128283115558) 2026-02-09T15:23Z [---] followers, [--] engagements "@elonmusk @SpaceX Why would you do that @elonmusk Your primary focuse was always been making mankind multiplanatey species. If something happens to the earth moon will drift in space since the moon depends on earths gravity. If you are unable to terraform Mars and make it habitable. How can we be interplanetary. Moon is not a planet Are you tapping out because it's hard or impossible Yes Yes" [X Link](https://x.com/chanuka4/status/2020887015819252223) 2026-02-09T15:46Z [---] followers, [--] engagements "Why would he do that Elons primary focuse was always been making mankind multiplanatey species. If something happens to the earth moon will drift in space since moon depends on earth gravity. If you are unable to terraform Mars and make it habitable. How can we be interplanetary. Moon is not a planet Is he tapping out because it's hard or impossible https://twitter.com/i/web/status/2020888254741192931 https://twitter.com/i/web/status/2020888254741192931" [X Link](https://x.com/chanuka4/status/2020888254741192931) 2026-02-09T15:51Z [---] followers, [--] engagements "Why would he do that Elons primary focuse was always been making mankind multiplanatey species. If something happens to the earth moon will drift in space since moon depends on earth gravity. If you are unable to terraform Mars and make it habitable. How can we be interplanetary. Moon is not a planet Is he tapping out because it's hard or impossible https://twitter.com/i/web/status/2020888287158935833 https://twitter.com/i/web/status/2020888287158935833" [X Link](https://x.com/chanuka4/status/2020888287158935833) 2026-02-09T15:51Z [---] followers, [----] engagements "@theRealKiyosaki We have so much of gold in space and at some point BTC code can be cracked as well. IMO" [X Link](https://x.com/chanuka4/status/2020894199667941461) 2026-02-09T16:14Z [---] followers, [----] engagements "What holds the Moon right now Earths gravity keeps the Moon in orbit around Earth. The Suns gravity pulls on both Earth and Moon causing the pair to orbit the Sun together. The Moons current motion is the vector sum of: Its orbital velocity around Earth (1 km/s) Earths orbital velocity around the Sun (30 km/s) Remove Earth instantly what happens If Earth vanished without disturbing the Moons velocity: The Moon would lose its centripetal force toward Earth. With no force holding it in an Earth-orbit the Moon would move forward along its instantaneous velocity vector. But that velocity is" [X Link](https://x.com/chanuka4/status/2020913054704337020) 2026-02-09T17:29Z [---] followers, [--] engagements "What holds the Moon right now Earths gravity keeps the Moon in orbit around Earth. The Suns gravity pulls on both Earth and Moon causing the pair to orbit the Sun together. The Moons current motion is the vector sum of: Its orbital velocity around Earth (1 km/s) Earths orbital velocity around the Sun (30 km/s) Remove Earth instantly what happens If Earth vanished without disturbing the Moons velocity: The Moon would lose its centripetal force toward Earth. With no force holding it in an Earth-orbit the Moon would move forward along its instantaneous velocity vector. But that velocity is" [X Link](https://x.com/chanuka4/status/2020913270379643211) 2026-02-09T17:30Z [---] followers, [--] engagements "What holds the Moon right now Earths gravity keeps the Moon in orbit around Earth. The Suns gravity pulls on both Earth and Moon causing the pair to orbit the Sun together. The Moons current motion is the vector sum of: Its orbital velocity around Earth (1 km/s) Earths orbital velocity around the Sun (30 km/s) Remove Earth instantly what happens If Earth vanished without disturbing the Moons velocity: The Moon would lose its centripetal force toward Earth. With no force holding it in an Earth-orbit the Moon would move forward along its instantaneous velocity vector. But that velocity is" [X Link](https://x.com/chanuka4/status/2020913363572883687) 2026-02-09T17:31Z [---] followers, [--] engagements "@featsbeyond50 @mark_k @SpaceX seems like it or IPO drama" [X Link](https://x.com/chanuka4/status/2020913560210243625) 2026-02-09T17:31Z [---] followers, [--] engagements "@featsbeyond50 @mark_k @SpaceX or IPO drama" [X Link](https://x.com/chanuka4/status/2020913622223122857) 2026-02-09T17:32Z [---] followers, [--] engagements "@Anuclano1 @mark_k @SpaceX Elon is already planning to build data centers in space Ai satellites will enable fast communication and better GSP" [X Link](https://x.com/chanuka4/status/2020914798469492992) 2026-02-09T17:36Z [---] followers, [--] engagements "🚨 The stablecoin model is quietly being disrupted. In just [--] months of [----] Tether alone reported $10 BILLION in profit from USDT. Read that again. How 📊 Tether now holds $137B in U.S. Treasuries That makes it the 17th-largest holder of U.S. government debt bigger than many countries. Heres the mechanism most people miss: Users park capital in USDT Tether pays 0% interest That capital is lent to the U.S. government Tether pockets the Treasury yield ⚠ Translation: Stablecoin users are funding Tethers balance sheet for free. But this model is cracking. 🧠 On-chain innovation is responding." [X Link](https://x.com/chanuka4/status/2020917335897591858) 2026-02-09T17:46Z [---] followers, [--] engagements "@shanaka86 Grok Aiya says this is not true it says only 1/5 of what you are saying. In this case its very easy to find IMO. USD [---] trillion is a big amount. Do Cayman Islands entities hold $1.85 trillion in US Treasuries and are they the largest foreign holder No this is not accurate based on official US Treasury data. The latest available Treasury International Capital (TIC) data (typically monthly with major foreign holders updated regularly) shows the Cayman Islands as a significant holder due to hedge funds private funds and custodians registered there but not at $1.85 trillion and not" [X Link](https://x.com/chanuka4/status/2020921463386288548) 2026-02-09T18:03Z [---] followers, [---] engagements "@GlobalMktObserv This is mainly due to high interest rates and some cities such as New York california is charging massive taxes from business and they have moved out of such cities. As of last week even Meta moved to miami. Most likely those people cities will become like detroit" [X Link](https://x.com/chanuka4/status/2021767336924262791) 2026-02-12T02:04Z [---] followers, [--] engagements "@GlobalMktObserv This is mainly due to high interest rates and some cities such as New York california is charging massive taxes from business and they have moved out of such cities. As of last week even Meta moved to miami. Most likely those people cities will become like detroit. 🚨BLOODY HELL: The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SPIKED to 12.3% an ALL-TIME HIGH. Office CMBS delinquencies are [---] percentage points above the post- Great Financial Crisis peak. The percentage has risen [--] TIMES since [----] https://t.co/L8PiZzeChT 🚨BLOODY HELL: The" [X Link](https://x.com/chanuka4/status/2021767455849504772) 2026-02-12T02:04Z [---] followers, [--] engagements "@coinbureau I believe Meta also have a similar structure @elonmusk is having so much issues with @Tesla shareholders based on previous episodes. Also he is talking about building life on another planet this will be the most valued corporation in another decade or two he knows it and he will protect his interest IMO. 🚨 NEW: SpaceX is reportedly eyeing a dual-class share structure for its IPO potentially valuing the company above $1.5T while preserving Musks control. https://t.co/2VDy0EFHgG 🚨 NEW: SpaceX is reportedly eyeing a dual-class share structure for its IPO potentially valuing the" [X Link](https://x.com/chanuka4/status/2022562455776338215) 2026-02-14T06:44Z [---] followers, [--] engagements "🚨 The U.S. Economy Looks Strong in [----]. Thats Exactly the Risk. Growth 3%. Inflation 2.5%. Unemployment 4.3%. Markets near record highs. Consensus: Soft landing achieved. But late cycles dont break because growth disappears. They break when leverage meets refinancing. Key NUMBERS: 📌 Nominal GDP: $31.8T 📌Gross Federal Debt: $3940T (100%+ of GDP) 📌Corporate Debt: $14T+ 📌Household Debt: $18.8T 📌Margin Debt: $1.226T 📌CAPE Ratio: [----] (99th percentile historically) 📌Top [--] stocks: 3040% of S&P weight This is not a weak economy. Its a late-cycle strong economy operating inside a" [X Link](https://x.com/chanuka4/status/2022627088998764798) 2026-02-14T11:00Z [---] followers, [--] engagements "Inside the AI Arms Race: Chips Sanctions and the Battle for Compute Power https://open.substack.com/pub/drsajithchanuka/p/inside-the-ai-arms-race-chips-sanctionsr=6xqeo8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/drsajithchanuka/p/inside-the-ai-arms-race-chips-sanctionsr=6xqeo8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/chanuka4/status/1995749353063932316) 2025-12-02T06:58Z [---] followers, [--] engagements "🌴📈Sri Lankas Coconut Industry Just Crossed a Structural Turning Point For decades coconut exports were treated as a commodity story. Between [--------] that narrative changed fundamentally. Here are the numbers that matter 👇 🔹 Key Numbers; USD 709m Coconut export earnings in [----] (supply-constrained year) USD 864m Exports in [----] (+22% YoY recovery) USD 1.2bn Exports in [----] (first time crossing USD 1bn) 7.2% Share of Sri Lankas total merchandise exports (2025) [------] hectares Land under coconut cultivation 2.83.0 bn nuts/year Average national production 5565% Share absorbed by domestic" [X Link](https://x.com/chanuka4/status/2007650356415844824) 2026-01-04T03:08Z [---] followers, [--] engagements "I believe Meta also have a similar structure @elonmusk is having so much issues with @Tesla shareholders based on previous episodes. Also he is talking about building life on another planet this will be the most valued corporation in another decade or two he knows it and he will protect his interest IMO. https://twitter.com/i/web/status/2022562390072500682 https://twitter.com/i/web/status/2022562390072500682" [X Link](https://x.com/chanuka4/status/2022562390072500682) 2026-02-14T06:43Z [---] followers, [--] engagements "Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes" [X Link](https://x.com/chanuka4/status/2023438771899736502) 2026-02-16T16:46Z [---] followers, [--] engagements "Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes" [X Link](https://x.com/chanuka4/status/2023439165916922095) 2026-02-16T16:47Z [---] followers, [--] engagements "Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes" [X Link](https://x.com/chanuka4/status/2023439273991499810) 2026-02-16T16:48Z [---] followers, [--] engagements "Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes" [X Link](https://x.com/chanuka4/status/2023439378597532021) 2026-02-16T16:48Z [---] followers, [--] engagements "Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes" [X Link](https://x.com/chanuka4/status/2023439635746062837) 2026-02-16T16:49Z [---] followers, [--] engagements "Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes" [X Link](https://x.com/chanuka4/status/2023439722073231607) 2026-02-16T16:49Z [---] followers, [--] engagements "@robin_j_brooks @IMFNews @pogourinchas "Wild catch by @robin_j_brooks IMF's China export data looks completely broken after [----] massive unexplained spike @IMFNews @pogourinchas any chance this is a glitch messing up global trade stats Or are we seeing something bigger #China #GlobalEconomy"" [X Link](https://x.com/chanuka4/status/2023084094880678042) 2026-02-15T17:16Z [---] followers, [--] engagements "@robin_j_brooks "Wild catch by @robin_j_brooks IMF's China export data looks completely broken after [----] massive unexplained spike @IMFNews @pogourinchas any chance this is a glitch messing up global trade stats Or are we seeing something bigger #China #GlobalEconomy" Could @IMFNews please check the Direction of Trade (DoT) data which for China's goods exports appear to have a big error DoT data (blue) overlap with China Customs data (black) until end-2024. Then there's a massive jump which throws all other aggregates off. @pogourinchas https://t.co/pU3c1LhKsA Could @IMFNews please check the" [X Link](https://x.com/chanuka4/status/2023084198265778204) 2026-02-15T17:17Z [---] followers, [--] engagements "@cryptorover "🔴 $9.6 TRILLION in US Treasuries maturing in the next [--] months at rates [--] higher than when issued. Interest payments already crushing $1T+/yr. This is the real debt wall. Fiat system stress test loading ready Who's still all-in on dollars " 💥BREAKING: $9.6 trillion of U.S. marketable government debt will mature over the next [--] months the most ever. https://t.co/LCh2WJlV93 💥BREAKING: $9.6 trillion of U.S. marketable government debt will mature over the next [--] months the most ever. https://t.co/LCh2WJlV93" [X Link](https://x.com/chanuka4/status/2023081552092270614) 2026-02-15T17:06Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@chanuka4 Dr Sajith Chanuka
Dr Sajith Chanuka posts on X about debt, inflation, bitcoin, crypto the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +230%
- [--] Month [------] +1,151%
Mentions: [--] #
- [--] Month [--] +126%
Followers: [---] #
- [--] Week [---] +30%
- [--] Month [---] +129%
CreatorRank: [-------] #
Social Influence
Social category influence finance countries technology brands cryptocurrencies stocks celebrities currencies social networks automotive brands travel destinations
Social topic influence debt #1806, inflation, bitcoin, crypto, china, gold, sri lanka, ai, money, balance sheet
Top accounts mentioned or mentioned by @drsajithchanuka @shanaka86 @linkedin @coinbureau @marionawfal @elonmusk @realdonaldtrump @truflation @watcherguru @robinjbrooks @cryptorover @kobeissiletter @spacex @narendramodi @globalmktobserv @bootayjuicy @grok @austingymb @featsbeyond50 @markk
Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Check out my latest article: Sri Lankas Evolving Digital Payments Landscape: Channel Performance and Investment Implications (20202030) via @LinkedIn https://www.linkedin.com/pulse/sri-lankas-evolving-digital-payments-landscape-channel-chanuka--nvhsc https://www.linkedin.com/pulse/sri-lankas-evolving-digital-payments-landscape-channel-chanuka--nvhsc"
X Link 2025-11-26T15:47Z [--] followers, [--] engagements
"Sri Lankas Evolving Digital Payments Landscape: Channel Performance and Investment Implications (20202030) Abstract This article analyses the evolution of Sri Lankas payment systems over the period [--------] using data from the Central Bank of Sri Lanka (CBSL) Payments Bulletins with additional reference to second-quarter [----] snapshots. The analysis is organised by payment channellarge-value systems cheques bulk low-value transfers cards payment infrastructure internet and mobile-based systems QR payments and shared switching infrastructure. The article then presents a forward-looking"
X Link 2025-11-26T16:03Z [--] followers, [--] engagements
"@danukalive But the trade defiant month was almost USD [---] million. Hope the 50/50 lease option would slow down the vehicle imports. Otherwise pressure on exchange rate"
X Link 2025-11-27T15:51Z [--] followers, [--] engagements
"@narendramodi @SkyrootA As a Sri lankan and a neighbour it is so nice to see India doing so well in all sectors. Proude moment to the entire region"
X Link 2025-11-27T15:54Z [--] followers, [---] engagements
"@RepMTG Absolutely Congresswomanyour prescient "NO" vote on H.R. [----] in July [----] was a firewall against the very risks we're seeing today with Rahmanullah Lakanwal's targeted ambush of our brave National Guardsmen. While the establishment rushed to expand Special Immigrant Visas (SIVs) without ironclad safeguards you and the [--] other Republicans stood firm demanding rigorous vetting to protect American lives. This tragedy underscores why: the hasty Operation Allies Welcome (OAW) program which admitted [-----] Afghans on two-year humanitarian parole was riddled with "fragmented" processes and"
X Link 2025-11-27T16:03Z [--] followers, [---] engagements
"1. Rebound in Private Sector Credit Growth (2025) Sri Lankas banking sector has seen a strong resurgence in private credit growth during [----]. After a deep contraction in [--------] credit to the private sector turned positive and accelerated sharply. By September [----] outstanding private-sector loans reached LKR [----] trillion which is 22.1% higher than a year earlier. Monthly lending hit record highs for instance September alone saw Rs. [-----] billion in new credit surpassing the previous August peak of Rs. [-----] billion. In total banks disbursed roughly Rs. [----] trillion of new private credit"
X Link 2025-11-28T12:04Z [--] followers, [--] engagements
"Very interesting article but I think the bigger story is not what S&P is saying now but how much faith the market should still place in an institution with a record of major failures. Lets not forget history: credit-rating agencies like S&P played a central role in the [----] financial crash by handing out AAA ratings to risky mortgage-backed securities securities that proved to be anything but safe. Their seal of approval helped push risky debt to unsuspecting investors only to collapse spectacularly. Fast forward to crypto: trust and transparency not legacy reputations are what this industry"
X Link 2025-11-28T13:43Z [--] followers, [--] engagements
"Tariffs vs. Income Taxes: FY2025 U.S. Revenue Analysis Federal Revenue in FY 2025: Income Taxes vs. Tariffs Income Tax Revenue (FY 2025): The U.S. federal government collected roughly $3.15 trillion from income taxes in fiscal year [----]. This includes about $2.7 trillion in individual income taxes and $453 billion in corporate income taxes. Tariff (Customs Duty) Revenue (FY 2025): The federal government collected approximately $195 billion in customs duties (tariffs) in FY [----]. This was a record surge more than [---] times the previous years tariff revenue ($77 billion in FY 2024) due largely"
X Link 2025-11-28T14:17Z [--] followers, [---] engagements
"@elonmusk Hey Elon what about Sri Lanka We are the hardest hit"
X Link 2025-11-29T03:09Z [--] followers, [--] engagements
"Check out my latest article:"Can Sri Lanka really hit 7% growth next year" Behind the headline target: what the budget says what the IMF expects and what history tells us. via @LinkedIn https://www.linkedin.com/pulse/analyzing-sri-lankas-2026-budget-recovery-targets-dr-sajith-chanuka--uqxwc https://www.linkedin.com/pulse/analyzing-sri-lankas-2026-budget-recovery-targets-dr-sajith-chanuka--uqxwc"
X Link 2025-11-29T05:53Z [--] followers, [--] engagements
"Analyzing Sri Lankas [----] Budget: Recovery Targets and Challenges Introduction Sri Lankas Budget [----] arrives at a pivotal moment as the country emerges from a historic economic crisis and attempts to chart a path of fiscal consolidation and renewed growth. Just three years ago Sri Lanka was in the throes of its worst financial crisis since independence defaulting on $22.5 billion in external debt in [----] amid a severe dollar shortage runaway inflation and a collapsing currency. In the aftermath an IMF Extended Fund Facility (EFF) program was launched in [----] to restore stability. By late"
X Link 2025-11-29T06:10Z [--] followers, [--] engagements
"Absolutely history backs this up. Consider past cycles: 2013: After peaking near $1200 Bitcoin crashed to about $200 spurring widespread crypto is dead fears. Yet within a few years it roared back to new highs by [----] proving the skeptics wrong. 2017: A massive boom (BTC near $20k) was followed by the [----] ICO bust. Bitcoin plunged over 80% from its peak and fear dominated. Yet that crypto winter became a building phase many of todays top crypto companies emerged during the [----] bear market and innovations like DeFi and NFTs soon flourished fueling the [--------] revival. 2021: Euphoria peaked"
X Link 2025-11-29T06:15Z [--] followers, [--] engagements
"@CoinMarketCap This a major risk the way I see it. If a stable coin crashes then its not good for the entire eco system. If you recall Luna that had a massive impact on the entire system"
X Link 2025-11-29T09:59Z [--] followers, [--] engagements
"@CoinDesk This is a good optionhowever the US is investing trillions onuntested technology. With the pleasure of budget deficit this can be a major risk to the entire financial system"
X Link 2025-11-29T10:00Z [--] followers, [--] engagements
"Solana spot ETFs recorded their first net outflow of $8.1 million on [--] November [----] ending a 21-day inflow streak and driven by a single $34.37 million redemption from 21Shares' TSOL fund amid broader crypto market gains. In contrast @XRP_Alerts ETFs have seen uninterrupted inflows totalling $643 million since their launch earlier in [----] underscoring sustained institutional interest following Ripple's regulatory victories. This divergence highlights investor rotation patterns with Solana's dip likely temporary repositioning rather than a sentiment reversal as evidenced by offsetting"
X Link 2025-11-29T11:03Z [--] followers, [--] engagements
"BlackRock's Ethereum ETF Inflows: A Deep DiveOn November [--] [----] BlackRocks iShares Ethereum Trust (ETHA) recorded $68.3 million in net inflows equivalent to roughly [-----] ETH at prices near $3050. This single-day purchase accounted for nearly 90% of the $76.6 million total inflows across all nine U.S. spot Ethereum ETFs with Grayscales ETHE adding a modest $8.3 million and the rest flat. The transaction routed through Coinbase Prime pushed ETHAs cumulative inflows since its July [----] launch to $13.15 billion.The move capped a strong five-day streak totaling over $300 million into Ethereum"
X Link 2025-11-29T11:07Z [--] followers, [--] engagements
"Bitcoin Mining Comparison: China vs. United States (as of November 2025)Bitcoin mining has become a global industry shaped by energy availability regulatory environments and economic incentives. The U.S. has solidified its position as the undisputed leader since China's [----] crackdown which initially drove a mass exodus of miners. However China has seen a quiet resurgence through underground operations reclaiming a notable but secondary role. Below is a structured comparison across key dimensions based on the latest available data from sources like Hashrate Index Cambridge Bitcoin Electricity"
X Link 2025-11-29T13:04Z [--] followers, [--] engagements
"China's crypto crackdowns: [----] (virtual currencies banned for gaming); [----] (banks prohibited from BTC transactions); [----] (ICOs/exchanges banned); [----] (trading halted); [----] (full ban on mining/trading); [----] (reiterated no legal status). Despite these adoption persists via VPNs/offshore access. Jul 2022-Jun 2023: $86.4B transaction volume. 2025: 14% global BTC mining share; 26% Greater China ETF investors eye crypto exposure; e-CNY rivals with 261M users but BTC holdings by firms/gov't continue"
X Link 2025-11-29T15:06Z [--] followers, [--] engagements
"Despite the choppiness gold trades 3% higher for the week and is on course for its fourth consecutive monthly gain marking its strongest annual performance since [----] bolstered by record highs above $4380 in October central bank purchases and ETF inflows. The disruption highlights the tight linkage between futures and spot markets as bullion traders rely on futures for hedging; Saxo Bank's Ole Hansen notes that such outages exacerbate inactivity and spreads especially in low-volume periods"
X Link 2025-11-29T15:15Z [--] followers, [--] engagements
"Dear President TrumpThank you for your bold stand against the misuse of autopen signatures during the Biden era. Your decisive action to cancel those illegitimate orders restores integrity to the executive branch and upholds the people's trust in true presidential authority. We stand with you in this fight for accountability. During his first term (2017-2021) President Trump signed [---] executive orders. All were personally authorized by him though he used autopen for some routine documents like letters and pardons. In his current term (2025) he has issued [---] with no public data on autopen"
X Link 2025-11-29T15:21Z [--] followers, [--] engagements
"Assistant: From $10K in [----] to $90911 today (Nov [--] 2025) Bitcoins [--] rise proves its staying power through halving's and growing adoption. By [----] most credible forecasts cluster between $1M and $2M+:Michael Saylor: $1.5M+ if BTC rivals golds market cap. Bitwise: $1.3M baseline up to $2.9M optimistic Finder panel average: $1.02M Community sentiment on X and Reddit: $1M$1.5M floor Even conservative 510% annual growth models point to $150K$500K but historical cycles ETF inflows nationstate adoption and fixed 21M supply strongly favor the $1M+ camp. Risks like heavy regulation or macro crises"
X Link 2025-11-30T04:41Z [--] followers, [---] engagements
"Where BTC will be in 2035- USD [--------] + $1.3M baseline up to $2.9M optimistic Finder panel average: $1.02M Community sentiment on X and Reddit: $1M$1.5M floor. Even conservative 510% annual growth models point to $150K$500K but historical cycles ETF inflows nation state adoption and fixed 21M supply strongly favor the $1M+ camp. Risks like heavy regulation or macro crises exist yet the long-term trend remains overwhelmingly bullish. In ten years $1 million per Bitcoin looks more like a milestone than a moonshot. @WatcherGuru Assistant: From $10K in [----] to $90911 today (Nov [--] 2025)"
X Link 2025-11-30T04:43Z [--] followers, [--] engagements
"Is John Keells on Its Way to a LKR [---] Billion Valuation Sri Lankas biggest listed company is quietly repositioning itself for the next growth cycle and the numbers are starting to tell a story. Heres the 5-year outlook backed by JKHs annual report cross validated with CBSL + IMF + WB data. World Bank data (not predictions; scenarios): 📌 Today Market cap: LKR 390B Revenue: LKR 280.8B PAT to equity holders: LKR 11.25B Assets: LKR 771B Nearly 1% of Sri Lankas GDP comes from JKH revenue alone. 📌 Why the next [--] years matter Tourism & leisure are rebounding strongly. Keells retail is leveraged"
X Link 2025-11-30T05:13Z [--] followers, [--] engagements
"🚨 Over [------] acres of farmland wiped out. Thousands of homes lost. Roads bridges and power lines submerged. Sri Lankas November [----] floods werent just a humanitarian disaster they triggered a massive economic shock. 🔍 In my latest analysis I break down: 📉 How crop destruction translates to over [------] tons of food lost and rising food inflation 🏚 The billions needed to rebuild housing and infrastructure 📈 The knock-on effects on inflation interest rates FX reserves and GDP in [----] 📊 What policymakers investors and institutions need to prepare for next 💡 If you work in economic policy"
X Link 2025-11-30T09:57Z [--] followers, [--] engagements
"Every cycle tells the same story: first they dismiss it then they fear it then they quietly buy it. Bitcoin adoption isnt rising because people want a new asset its rising because global trust in governments central banks and fiat systems is collapsing in slow motion. From the US to Europe to Latin America the pattern is identical inflation debt explosions capital controls and now CBDC experiments. Bitcoin isnt an alternative anymore. Its becoming the exit. The real question isnt whether adoption grows its how fast people move once the next system shock hits. #Bitcoin #Crypto #BTC #BTCUSD"
X Link 2025-11-30T11:40Z [--] followers, [---] engagements
"The data keeps pointing to the same conclusion: the old system is breaking faster than policymakers want to admit. US debt rising $1T every [---] days EU facing record fiscal gaps and declining productivity Emerging markets absorbing the fallout through currency volatility Against this backdrop assets with transparent monetary policies like Bitcoin and autonomous AI-driven networks arent just innovations. Theyre becoming necessary escape valves for a world drowning in policy mistakes and short-term political thinking. The irony The same institutions that dismissed these technologies are now"
X Link 2025-11-30T11:54Z [--] followers, [--] engagements
"Is it true Partially true but not absolute. While MicroStrategy (MSTR) has consistently chosen to leverage debt instrumentsincluding convertible notes and senior secured loansto accumulate Bitcoin rather than sell this does not mean they will never sell BTC. It simply reflects their current strategy and long-term thesis. 📌 Financial Reality Check: MicroStrategy has: [------] BTC (as of late [----] if trends continued). Funded purchases using convertible debt (often at low rates or with favorable terms). Marked BTC as a treasury reserve asset signaling strong conviction. However the company is"
X Link 2025-11-30T12:06Z [--] followers, [----] engagements
"✅ TRUE but with important nuance. As of June [----] Japans National Tax Agency implemented a corporate tax exemption on unrealized gains from crypto held by companies (if certain conditions are met). Then in late [----] into [----] the Liberal Democratic Partys Web3 team proposed a shift toward 20% flat tax on crypto capital gains down from up to 55% under the progressive individual income tax system. 🗓 As of mid-2025 Japan: Implements 20% separate tax on crypto capital gains Applies this to long-term holders investors and startups Excludes day traders and miners from full benefit (still under"
X Link 2025-11-30T12:21Z [--] followers, [--] engagements
"This isnt just BlackRock on BNB. Its BlackRock reprogramming the rails of the global financial system in real time. Lets break down why this is seismic: 🏦 [--]. BlackRock = $10 Trillion in Gravity BlackRock isnt a player. Its the gravitational center of TradFi managing $9.4T AUM (Q3 2025).When they tokenize U.S. Treasuries on-chain theyre not experimenting. Theyre setting a precedent. Their BUIDL fund is now: The largest tokenized RWA in the world Live on BNB Chain a fast high-throughput retail+DeFi friendly L1 Accepted as collateral on Binance the worlds largest crypto exchange by volume."
X Link 2025-11-30T12:29Z [--] followers, [--] engagements
"Qtums halving today is way bigger than people realize. Inflation drops from 0.5% 0.25% cutting new issuance by 50%. Circulating: 105.9M Max supply: 107.8M Only 1.9M ($QTUM) left to mint At 0.25% it takes [--] YEARS to finish No future unlocks Daily new supply [---] QTUM ($37K) Thats near-zero sell pressure for an L1. Historically assets with collapsing inflation + fixed supply (BTC ATOM ETH post-1559) saw massive upside. If buyers exceed even $20K/day price trends up. Qtum just became one of the lowest-inflation L1s in cryptoand the market hasnt priced it in yet. #CryptoMarket @coinbureau"
X Link 2025-11-30T17:07Z [--] followers, [--] engagements
"🔥 [--]. Technical Analysis The Chart Was Flashing Warnings Before the Crash The BTC breakdown on 1/12/2025 was not random. Several technical red flags were already visible: A. Rising Wedge Breakdown BTC spent most of OctoberNovember [----] forming a rising wedge a bearish pattern where: *Price makes higher highs *Momentum makes lower highs The breakdown from the wedge aligned with historic topping structures. B. Bearish Divergences on RSI & MACD On the daily and 4H: *RSI made lower highs while price made higher highs *MACD histogram flipped negative days before the crash In previous cycles (2017"
X Link 2025-12-01T05:49Z [--] followers, [--] engagements
"🔥 [--]. Technical Analysis The Chart Was Flashing Warnings Before the Crash The BTC breakdown on 1/12/2025 was not random. Several technical red flags were already visible: A. Rising Wedge Breakdown BTC spent most of OctoberNovember [----] forming a rising wedge a bearish pattern where: *Price makes higher highs *Momentum makes lower highs The breakdown from the wedge aligned with historic topping structures. B. Bearish Divergences on RSI & MACD On the daily and 4H: *RSI made lower highs while price made higher highs *MACD histogram flipped negative days before the crash In previous cycles (2017"
X Link 2025-12-01T05:54Z [--] followers, [--] engagements
"🔥 [--]. On-Chain Analysis Smart Money Exited Before Retail Saw It Coming On-chain indicators show clear behaviors: A. Exchange Inflows Spiked Pre-Crash Large inflows of BTC to exchanges appeared [--] hours before the crash. Historically: *Whale inflows = bearish *Outflows = accumulation This matched previous crash signatures (May [----] June 2022). B. Increase in Long-Term Holder (LTH) Profit-Taking Key metrics turned bearish: LTH-SOPR [---] Long-term holders were selling into strength locking in profitsa cycle top indicator. MVRV Entered the Danger Zone Realized profits reached levels consistent"
X Link 2025-12-01T06:06Z [--] followers, [--] engagements
"Whales ETFs and Leverage: What Really Caused Bitcoins December 1st Crash https://open.substack.com/pub/drsajithchanuka/p/whales-etfs-and-leverage-what-reallyr=6xqeo8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/drsajithchanuka/p/whales-etfs-and-leverage-what-reallyr=6xqeo8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-01T08:15Z [--] followers, [--] engagements
"A 10.75% STRC rate isnt just a number its a structural signal. 🚨 When a sovereign raises rates to these levels its effectively admitting two things: [--] Debt refinancing pressure is accelerating [--] Local currency holders are being diluted faster than ever And this is exactly why BTC has outperformed every high-rate economy over the last decade: Historical Returns vs High-Rate Economies Countries with 10% policy rates saw BTC outperform local assets by 50120x over [--] years. Even in USD terms BTC compounded at 63% annually since [----] beating equities real estate gold and bonds. In the last 5"
X Link 2025-12-01T18:03Z [--] followers, [----] engagements
"A 10.75% STRC rate isnt just a number its a structural signal. 🚨 When a sovereign raises rates to these levels its effectively admitting two things: [--] Debt refinancing pressure is accelerating [--] Local currency holders are being diluted faster than ever And this is exactly why BTC has outperformed every high-rate economy over the last decade: Historical Returns vs High-Rate Economies Countries with 10% policy rates saw BTC outperform local assets by 50120x over [--] years. Even in USD terms BTC compounded at 63% annually since [----] beating equities real estate gold and bonds. In the last 5"
X Link 2025-12-01T18:04Z [--] followers, [--] engagements
"Tom Lee calling for a new BTC ATH by end of Jan [----] is a high-beta upside scenario not the base case but its not fantasy either. Lets frame it clearly 👇 [--] Where we are now vs what hes calling for Current BTC: $85k$87k after a sharp NovemberDecember washout. All-time high: $126k hit in early October [----] were still 3035% below ATH. A new ATH by late Jan = +50% move in [--] days from here. BTC has done that kind of move before (multiple 5080% bursts in [--] months in [----] 202021) but usually from oversold levels with a clear liquidity tailwind not while markets are still digesting fresh leverage"
X Link 2025-12-01T18:15Z [--] followers, [--] engagements
"Thank you Hon. PM @narendramodi for once again standing with Sri Lanka in a moment of pain. Your Region First / Neighborhood First policy has consistently translated into real action when Sri Lanka needed a trusted friend the most. India has stood by us through every major crisis: [----] Economic Crisis India delivered over $4 billion in emergency assistance (fuel pharmaceuticals food credit lines & currency support) preventing a humanitarian disaster. COVID-19 Pandemic Sri Lanka received essential vaccines medical supplies and support under Vaccine Maitri becoming one of the first countries in"
X Link 2025-12-01T18:25Z [--] followers, [----] engagements
"Thank you Hon. PM @narendramodi for once again standing with Sri Lanka in a moment of pain. Your Region First / Neighborhood First policy has consistently translated into real action when Sri Lanka needed a trusted friend the most. India has stood by us through every major crisis: [----] Economic Crisis India delivered over $4 billion in emergency assistance (fuel pharmaceuticals food credit lines & currency support) preventing a humanitarian disaster. COVID-19 Pandemic Sri Lanka received essential vaccines medical supplies and support under Vaccine Maitri becoming one of the first countries in"
X Link 2025-12-01T18:26Z [--] followers, [---] engagements
"What were seeing isnt mystery selling its a structural leverage flush in a market where derivatives now influence price more than spot demand. A few things stand out 👇 [--] $900M liquidated = a leverage imbalance not a sentiment collapse When OI builds faster than spot inflows the market becomes reflexive. BTC was carrying elevated: funding rates perpetual OI at multi-week highs thin liquidity below $88kThats the perfect recipe for a cascade. [--] The -$120B market cap drop came from forced sellers No news. No catalyst. Just the math of liquidations: When a 2030x long unwinds it sells spot into"
X Link 2025-12-01T18:31Z [--] followers, [---] engagements
""Inside the Feds $7 Trillion Balance Sheet: What It Means for Your Wallet" https://substack.com/@drsajithchanuka/note/p-180475818utm_source=notes-share-action&r=6xqeo8 https://substack.com/@drsajithchanuka/note/p-180475818utm_source=notes-share-action&r=6xqeo8"
X Link 2025-12-02T05:30Z [--] followers, [--] engagements
"Brian Armstrong is right and the data is already showing why. Corporate treasuries now hold over $140B in digital assets and global on-chain settlement surpassed $15T in [----] outpacing Visas annual volume. Once assets are tokenized and traded peer-to-peer firms no longer need to sit inside the legacy banking system or its tax and compliance choke points. Tokenization isnt just a tech upgrade. Its the early phase of corporates exiting fiat rails moving value on networks where capital moves globally 24/7 and governments cant easily intermediate. The shift has already started. The system is just"
X Link 2025-12-04T12:44Z [--] followers, [--] engagements
"Brian Armstrong is right and the data is already showing why. Corporate treasuries now hold over $140B in digital assets and global on-chain settlement surpassed $15T in [----] outpacing Visas annual volume. Once assets are tokenized and traded peer-to-peer firms no longer need to sit inside the legacy banking system or its tax and compliance choke points. Tokenization isnt just a tech upgrade. Its the early phase of corporates exiting fiat rails moving value on networks where capital moves globally 24/7 and governments cant easily intermediate. The shift has already started. The system is just"
X Link 2025-12-04T12:45Z [--] followers, [--] engagements
"The last [--] days have basically turned the crypto market into a liquidation engine and the pattern is too consistent to ignore. 📉 When the market drops: The October correction erased roughly $19B in leveraged positions in one day. Several follow-up sell-offs in November wiped $12B per day with 7090% of liquidations hitting longs. 📈 When the market pumps: During the recent squeezes we saw $400500M liquidated in [--] hours with 8090% of the damage hitting shorts. Some days over 90% of all BTC liquidations were short positions being blown out. At the same time: Open interest dropped 22% during"
X Link 2025-12-04T12:53Z [--] followers, [--] engagements
"Leverage Dynamics Market Microstructure and Institutional Accumulation: An Academic Analysis of Cryptocurrency Liquidations (OctDec 2025) Abstract This study examines liquidation patterns in the cryptocurrency derivatives market over a sixty-day period from October to December [----]. Bitcoin (BTC) experienced multiple high-magnitude liquidation events cumulatively erasing tens of billions of dollars in leveraged positions. The analysis identifies a recurring structure whereby retail traders utilize high leverage encounter targeted liquidation cascades and subsequently exit markets through"
X Link 2025-12-04T14:28Z [--] followers, [--] engagements
"@Polymarket Unfortunately after jobs apple is not going anywhere. The management should change big time and bring back innovation based revenue growth. They are behind on everything"
X Link 2025-12-05T02:30Z [--] followers, [--] engagements
"@shanaka86 Yeah so sad to see. They are just buying back stocks and increasing the share vales. That will also end soon"
X Link 2025-12-05T02:38Z [--] followers, [---] engagements
"@Kalshi It was really not going anywhere IMO"
X Link 2025-12-05T02:41Z [--] followers, [--] engagements
"The Credit Card Debt Crisis: Americas $1.2 Trillion Ticking Time Bomb Introduction U.S. credit card debt just hit a record $1.233 trillion in Q3 [----] and delinquency rates are at their highest level since [----]. Millions of families are now paying 2128% interest just to cover groceries rent and gas. This isnt a personal failing its a national emergency. Consumer spending drives nearly 70% of the entire U.S. economy. When households are crushed by debt and interest payments the whole country feels it. Heres the hard data from the past five years why it matters and why large-scale credit card"
X Link 2025-12-05T17:23Z [--] followers, [--] engagements
"Everyone is celebrating Tethers multibillion-dollar surplus. But lets be honest this isnt just about solvency. Its about power shifting from governments to private money issuers. Heres what nobody wants to say 👇 [--] Tether isnt a stablecoin anymore its a shadow central bank. It settles more daily volume than PayPal Western Union and many national FX systems. And now we learn its running a surplus bigger than some sovereign reserves Thats not healthy. Thats systemic. [--] Governments arent worried about Tether blowing up. Theyre worried about Tether becoming too big to regulate a privately"
X Link 2025-12-06T12:10Z [--] followers, [--] engagements
"Everyone is celebrating Tethers multibillion-dollar surplus. But lets be honest this isnt just about solvency. Its about power shifting from governments to private money issuers. Heres what nobody wants to say 👇 [--] Tether isnt a stablecoin anymore its a shadow central bank. It settles more daily volume than PayPal Western Union and many national FX systems. And now we learn its running a surplus bigger than some sovereign reserves Thats not healthy. Thats systemic. [--] Governments arent worried about Tether blowing up. Theyre worried about Tether becoming too big to regulate a privately"
X Link 2025-12-06T12:10Z [--] followers, [--] engagements
"@coinbureau Absolutely spot on Western Union's USDPT launch is a massive signal that TradFi is all-in on crypto for real-world utility. With their [----] cross-border volume hitting $102.9B across 290M+ transactions (up 3% YoY in Q4 alone) even capturing 10-20% via stablecoins could inject $10-20B annually into Solana's ecosystem slashing fees from 6%+ to sub-1% and onboarding millions in LatAm/Africa where inflation's rampant. Impact on crypto This bridges the "last mile" gapfiat on/off-ramps via 500K+ agentspotentially exploding stablecoin adoption (already at $300B+ mcap up 50% in '25) and"
X Link 2025-12-06T13:45Z [--] followers, [---] engagements
"Absolutely spot on Western Union's USDPT launch is a massive signal that TradFi is all-in on crypto for real-world utility. With their [----] cross-border volume hitting $102.9B across 290M+ transactions (up 3% YoY in Q4 alone) even capturing 10-20% via stablecoins could inject $10-20B annually into Solana's ecosystem slashing fees from 6%+ to sub-1% and onboarding millions in LatAm/Africa where inflation's rampant. Impact on crypto This bridges the "last mile" gapfiat on/off-ramps via 500K+ agentspotentially exploding stablecoin adoption (already at $300B+ mcap up 50% in '25) and pushing total"
X Link 2025-12-06T13:45Z [--] followers, [--] engagements
"Eighteen Months After the Soft-Landing Narrative: An Evidence-Based Assessment of U.S. Macroeconomic Conditions [--------] Abstract This article provides an academically structured examination of the United States economy during the eighteen months following Federal Reserve Chair Jerome Powells May [----] dismissal of stagflation concerns. Drawing exclusively on publicly released data from U.S. statistical agencies and Federal Reserve communications through December [----] the analysis evaluates inflation dynamics labor market adjustments industrial activity freight indicators household financial"
X Link 2025-12-07T08:42Z [--] followers, [--] engagements
"Check out my latest article: Dilmah Ceylon Tea Company: A Data-Driven Financial Analysis of a Purpose-Led Sri Lankan Exporter via @LinkedIn https://www.linkedin.com/pulse/dilmah-ceylon-tea-company-data-driven-financial-sri-lankan-chanuka--3huac https://www.linkedin.com/pulse/dilmah-ceylon-tea-company-data-driven-financial-sri-lankan-chanuka--3huac"
X Link 2025-12-07T13:59Z [--] followers, [--] engagements
"Check out my latest article: Commercial Bank of Ceylon PLC: Where Resilience Becomes Growth A Data-Driven Financial Analysis for Global Investors Policymakers and Industry Lead via @LinkedIn https://www.linkedin.com/pulse/commercial-bank-ceylon-plc-where-resilience-becomes-growth-chanuka--yo4vc https://www.linkedin.com/pulse/commercial-bank-ceylon-plc-where-resilience-becomes-growth-chanuka--yo4vc"
X Link 2025-12-09T12:21Z [--] followers, [--] engagements
"Check out my latest article: Distilleries Company of Sri Lanka PLC: A Data-Driven Financial and Strategic Analysis of One of Sri Lankas Most Resilient Consumer Giants via @LinkedIn https://www.linkedin.com/pulse/distilleries-company-sri-lanka-plc-data-driven-one-lankas-chanuka--fmjnc https://www.linkedin.com/pulse/distilleries-company-sri-lanka-plc-data-driven-one-lankas-chanuka--fmjnc"
X Link 2025-12-10T07:47Z [--] followers, [--] engagements
"What if Sri Lankas Most Important Economic Recovery Story Isnt the GDP but a Single Bank What if Sri Lankas biggest recovery signal isnt found in GDP numbers but in the balance sheet of one bank Commercial Bank of Ceylon just delivered one of the strongest post-crisis earnings cycles in Sri Lankas financial history. Here are the numbers every investor policymaker and analyst should be watching: 📌 Total Assetssurged past Rs. [-----] trillion (12.4% growth in nine months). 📌 Loan Book Expansion: +34.6% YoY Rs. [----] trillion Rs. 58.5B monthly disbursements in Q3. 📌 Net Interest Income: Rs."
X Link 2025-12-10T08:59Z [--] followers, [--] engagements
"Check out my latest article: Aitken Spence PLC (Sri Lanka): Sector Economics and a Five-Year Base-Case Outlook (FY2026FY2030) via @LinkedIn https://www.linkedin.com/pulse/aitken-spence-plc-sri-lanka-sector-economics-outlook-chanuka--g4gcc https://www.linkedin.com/pulse/aitken-spence-plc-sri-lanka-sector-economics-outlook-chanuka--g4gcc"
X Link 2025-12-16T09:58Z [--] followers, [--] engagements
"Check out my latest article: Sri Lankas Recovery Trade Has a Winner: Why LOLC Could Be the Markets [----] Compounder via @LinkedIn https://www.linkedin.com/pulse/sri-lankas-recovery-trade-has-winner-why-lolc-could-markets-chanuka--mm13c https://www.linkedin.com/pulse/sri-lankas-recovery-trade-has-winner-why-lolc-could-markets-chanuka--mm13c"
X Link 2025-12-21T05:02Z [--] followers, [--] engagements
"Check out my latest article: Deep Dive: Corruption and Sri Lankas Economy (20102025) how Governance Gaps Weighed on Growth Investment and Economic Potential via @LinkedIn https://www.linkedin.com/pulse/deep-dive-corruption-sri-lankas-economy-20102025-how-gaps-chanuka--bdruc https://www.linkedin.com/pulse/deep-dive-corruption-sri-lankas-economy-20102025-how-gaps-chanuka--bdruc"
X Link 2025-12-26T04:50Z [--] followers, [--] engagements
"🚨 Sri Lankas Healthcare System Is Not Struggling It Is Quietly Bleeding Out 🚨 This is not opinion this is arithmetic. Facts 👇 📌 [---] government hospitals depend on the public system to deliver 95% of inpatient care 📌 22+ million people rely primarily on these hospitals 📌 WHO benchmark: 1.52.0 doctors per [----] people 📌 Sri Lanka today: 1.11.2 doctors per [----] That gap is widening. 🩺 Doctors in public service: [----------] 🩺 Consultant doctors (specialists): [--------] 🩺 Official consultant shortage: [----] vacancies across [---] hospitals 🩺 Minimum consultants needed: 4000+ Without"
X Link 2025-12-26T17:26Z [--] followers, [--] engagements
"In [----] one Sri Lankan unit trust returned 60.7% while another safe fund paid 6.2% Both were sold to investors as good investments. Sri Lankas Unit Trust Market isnt one market Its [--] different risk enginesand 2024/2025 proved it. Most investors still pick funds based on brand + last months return. Thats how you buy volatility at the top and sell safety at the bottom. Here are the [----] winners (from the UTASL-style fund table)ranked by asset class: EQUITIES (2024) 📌NAMAL Growth Fund: +50.75% 📌NDB Wealth Growth Fund: +46.16% 📌Senfin Growth Fund: +42.22% 📌Senfin Dividend Fund: +42.08%"
X Link 2025-12-27T02:36Z [--] followers, [--] engagements
"🔴State-Owned Giant vs Private Sector Leader Bank of Ceylon vs Commercial Bank of Ceylon (20242025): Who Really Delivered Better Financial Performance and Investor Returns Sri Lankas post-crisis economic rebound has placed the banking sector back at the centre of the countrys recovery narrative. With GDP expanding by 5% in [----] interest rates normalising sovereign debt restructuring reversals flowing through income statements and asset quality steadily improving banks have emerged as the primary beneficiaries of macro stabilisation. Among them two institutions dominate the systemeach"
X Link 2025-12-27T06:47Z [--] followers, [--] engagements
"STATES LARGEST BANK vs PRIVATE SECTORS LARGEST BANKBank of Ceylon vs Commercial Bank of Ceylon (20242025) Sri Lankas banking sector didnt just survive the crisis it rebounded hard. But heres the real question investors should be asking 👇 Did scale win or did efficiency I ran a full financial and ratio-level deep dive on Bank of Ceylon (BOC) and Commercial Bank of Ceylon (COMB) using audited FY2024 numbers and [----] interim data. 📌 NUMBERS (READ THIS FIRST) 🔹 Total Assets BOC: LKR 5.05.5 TRILLION COMB: LKR 3.0+ TRILLION (first private bank in history to cross this) 🔹 Profit Before Tax 2024"
X Link 2025-12-27T07:27Z [--] followers, [--] engagements
"This is an important point that often gets lost in the genius founder narrative. What separates Elon Musk from most high-profile leaders is not individual brilliance but systems thinking applied to people. Complex outcomes rockets EV platforms AI infrastructure are not leadership achievements; they are coordination achievements. Modern innovation is constrained less by ideas and more by integration of specialized knowledge. No single human can master propulsion materials science software manufacturing and supply chains at frontier depth. Progress comes from assembling talent aligning"
X Link 2025-12-27T09:07Z [--] followers, [---] engagements
"This is not merely a cost problem; it is a structural macroeconomic reallocation underway in the United States. Healthcare absorbing 11.6% of GDP and 17% of consumer spending signals that a growing share of national income is being diverted into a sector with low productivity spillovers relative to its scale. Unlike housing education or technology healthcare spending largely preserves existing capacity rather than expanding future output. The doubling of healthcare expenditure since [----] reflects three reinforcing forces: aging demographics price opacity with weak competition and a"
X Link 2025-12-27T09:10Z [--] followers, [---] engagements
"This is not an emergency liquidity event; it is routine balance-sheet plumbing revealing structural tightness in the post-QE banking system. The Federal Reserve uses overnight repos to smooth short-term funding mismatches when reserves become unevenly distributed across banks. What is notable is not the $2.5 billion headline in isolation but the frequency and persistence over $120 billion cumulatively this year which points to a system operating with less excess liquidity than the market assumes. Three forces explain the pattern: [--]. Quantitative Tightening is draining usable reserves QT"
X Link 2025-12-27T09:11Z [--] followers, [---] engagements
"Keells vs Cargills vs Arpico (Supermarkets Only) Capital Efficiency Valuation and Who Creates the Highest Investor Returns by [----] Sri Lankas supermarket battle is not about store count Its about capital efficiency. Here are the numbers most retail investors never put side-by-side 👇 Cargills Food City (Retail Only) 500+ outlets nationwide FY2024 retail revenue: LKR [------] bn Gross margin: 2122% Net margin: 1.82.1% Retail ROE: 79% Dividend yield: 1% FY2030E retail revenue: LKR [------] bn FY2030E retail NP: LKR [----] bn 👉 Dominates volume. 👉 Sacrifices margin. 👉 Built for system control not"
X Link 2025-12-27T09:21Z [--] followers, [--] engagements
"@robin_j_brooks This looks more like a recession not cz of sanctioned"
X Link 2025-12-27T11:04Z [--] followers, [---] engagements
"🚨 Sri Lankas Healthcare System Is Not Struggling It Is Quietly Bleeding Out 🚨 This is not opinion. This is arithmetic. facts 👇 📌 [---] government hospitals depend on the public system to deliver 95% of inpatient care 📌 22+ million people rely primarily on these hospitals 📌 WHO benchmark: 1.52.0 doctors per [----] people 📌 Sri Lanka today: 1.11.2 doctors per [----] That gap is widening. 🩺 Doctors in public service: [----------] 🩺 Consultant doctors (specialists): [--------] 🩺 Official consultant shortage: [----] vacancies across [---] hospitals 🩺 Minimum consultants needed: 4000+ Without"
X Link 2025-12-28T03:01Z [--] followers, [--] engagements
"This is a structurally important signalnot a cyclical blip. A 4.7% US personal savings rate places households far below both the pre-pandemic norm (6.1%) and long-term historical behavior (9.8% in the 1980s). What matters is not just how low savings are but why they are falling. Three forces are converging: Real income compression Wage growth is decelerating while core services inflation remains sticky. Real disposable income growth has flattened forcing households to fund consumption by drawing down savings rather than income. Debt substitution for savings Record consumer credit balances"
X Link 2025-12-28T03:57Z [--] followers, [---] engagements
"Spot on the Shiller CAPE just hit [----] the second-highest ever only behind the dot-com peak of [--] in 1999-2000.Implications:Poor long-term returns ahead: Historically when CAPE exceeds 30-40 forward 10-year annualized returns for the S&P [---] drop to low single digits (often 0-3% real or even negative). At current levels models imply 1-2% annual returns over the next decade. High crash risk: The only prior time we saw this was right before the 2000-2002 bear market where stocks plunged 50%. Elevated valuations mean thinner margins for error any disappointment in AI growth rate hikes or"
X Link 2025-12-28T04:34Z [--] followers, [---] engagements
"In [----] one Sri Lankan unit trust returned 60.7% while another safe fund paid 6.2% Both were sold to investors as good investments. Sri Lankas Unit Trust Market isnt one market Its [--] different risk engines and 2024/2025 proved it. Most investors still pick funds based on brand + last months return. Thats how you buy volatility at the top and sell safety at the bottom. Here are the [----] winners (from the UTASL-style fund table)ranked by asset class: EQUITIES (2024) 📌 NAMAL Growth Fund: +50.75% 📌 NDB Wealth Growth Fund: +46.16% 📌 Senfin Growth Fund: +42.22% 📌 Senfin Dividend Fund: +42.08%"
X Link 2025-12-28T06:09Z [--] followers, [--] engagements
"🔴 The U.S. Doesnt Have a Debt Crisis. It Has a Duration Crisis. Facts the market is avoiding 👇 📌 $38 trillion total U.S. federal debt 📌 $5 trillion trapped in [----] year Treasuries nobody wants 📌 Long bonds = low liquidity + high duration + rising yields 📌 Gold on the Feds balance sheet still priced at $42/oz 📌 Market value today $1.1 trillion 📌 At $10000 gold $2.5 trillion 📌 At $20000 gold $5 trillion (entire long-bond problem) This isnt speculation. Its sovereign balance-sheet arithmetic. Gold revaluation is not a hedge. Its not fear-driven. Its a silent non-inflationary exit"
X Link 2025-12-28T06:50Z [--] followers, [--] engagements
"Alcohol or Cigarettes whats your poison More importantly: which one pays better Numbers investors usually ignore 👇 📌 10-year total return (20142024) CTC: 180230% (7080% from dividends) DCSL: 280350% (5565% from capital gains) 📌 Business structure CTC: 6570% of every rupee goes straight to the Government DCSL: Retains a far larger share of consumer spend 📌 Profitability CTC net margin: 4550% DCSL net margin: 1822% 📌 Returns on capital CTC ROE: 5560% (minimal reinvestment) DCSL ROE: 3035% (reinvestable compounding) 📌 Capital behavior CTC: Maintenance capex excess cash 8090% payout ratio"
X Link 2025-12-28T07:34Z [--] followers, [--] engagements
"🔴Breaking News: RECORD NUMBER OF SMALL BUSINESS BANKRUPTCIES SIGNAL RECESSION RISK Subchapter V filings (small firms & individuals): 2020: [---] 2021: [----] 2022: [----] 2023: [----] 2024: [----] 2025: 2221+ (record high so far)Trend: Steadily rising amid high rates & costs. Experts project continued increases into [----] possible recession indicator #Economy #Recession2026 #SmallBusinessSuggested"
X Link 2025-12-28T14:38Z [--] followers, [--] engagements
"🚨 $10B$40B: The Hidden Economic Cost of Corruption in Sri Lanka (20102025) If Sri Lankas economy had been $10 billion$40 billion larger by [----] without persistent corruption and governance gaps how different would investor confidence growth and public finances look today Heres what the data reveals: 📉 Lowest CPI in a decade Sri Lanka scored 32/100 on Transparency Internationals [----] Corruption Perceptions Index ranking 121st out of [---] countries in government transparency. Lower scores signal higher perceived corruption risk. 📊 GDP trends show vulnerability After expanding to nearly $99"
X Link 2025-12-29T09:40Z [--] followers, [--] engagements
"🚨 The market is still pricing Sri Lanka Telecom like a legacy telco the numbers now justify an infrastructure re-rating. Most investors are still looking at old balance sheets. The FY2024 + [----] numbers tell a very different story. Here is what the market seems to be missing 👇 🔢Numbers No Opinions Just Data Sri Lanka Telecom PLC FY2024 Net Profit: LKR [---] bn (return to profitability) 9M [----] Net Profit: LKR [----] bn (2 FY2024) EPS (9M 2025): LKR [----] Net Assets / Share: LKR [-----] Operating Cash Flow (9M 2025): LKR [----] bn Interest cost: sharply YoY Dividend: Reinstated (FY2024) This is no"
X Link 2025-12-29T16:15Z [--] followers, [--] engagements
"Sri Lankas Economy in 2025: Recovery Is Real But the Model Is Still Fragile Sri Lanka will end [----] with a clear economic rebound. But make no mistakethis is not yet a durable growth model. Yes GDP expanded. Yes FX inflows improved. Yes tourism returned. But underneath the recovery sits a fragile structure that [----] must fix. Here is the full year-end macro picture without slogans. 📊 GDP & Growth: Strong Numbers Narrow Engines GDP growth exceeded 5% YTD with Q3 at 5.4% YoY Industry led growth (8%) services grew modestly (3.5%) Agriculture recovered but remains climate-exposed Problem: Growth"
X Link 2025-12-30T02:42Z [--] followers, [--] engagements
"A 10-Point Margin Jump in Sri Lankan FMCG CBL Foods Just Did It. Most FMCG discussions focus on volumes promotions and inflation pass-through. But CBL Foods PLC delivered something far rarer in FY2024: a structural earnings reset. Here are the numbers that matter Topline (FY2024) Revenue: Rs. [----] bn (+8.5% YoY) Domestic revenue: 97.6% Manufacturing-led revenue: 94% Cost Architecture (This is the inflection) Cost of sales: Rs. [----] bn Cost of sales fell in absolute terms despite higher revenue Gross margin expanded from 25% 35% That alone explains most of the year. Profitability Reset Gross"
X Link 2025-12-31T01:56Z [--] followers, [--] engagements
"📊 Financial Soundness Indicators Q3 [----] Most people read FSIs to see whether banks are stable. Investors read them to see whether banks are about to be re-priced. The Q3 [----] data from the Central Bank of Sri Lanka quietly signal a shift from balance-sheet repair to balance-sheet expansion. Key numbers: 📌 Total banking sector assets: Rs. [----] trillion (+15.6% YoY) 📌 Gross loans & receivables: Rs. [-----] trillion (+16.9% YoY) 📌 Deposits: Rs. [-----] trillion (+13.4% YoY) 📌 Equity capital & reserves: Rs. [----] trillion (+20.8% YoY) 📌 9M [----] PAT: Rs. [---] billion (+54.8% YoY) When credit"
X Link 2025-12-31T05:04Z [--] followers, [--] engagements
"🏦 Sampath Bank PLC vs Commercial Bank of Ceylon PLC vs Hatton National Bank PLC Sri Lankas banking battle is not about asset size. Its about capital efficiency and ROE. Here are the numbers most investors never put side-by-side 👇 📊 Commercial Bank of Ceylon (Q3 / 9M 2025) Assets: LKR [---] tn 9M [----] PAT: LKR [----] bn ROE: 1819% CASA: 3840% P/B: 1.31.4x Dividend yield: 57% 👉Earnings machine 👉Stability + dividends 👉Limited re-rating upside 📊 Hatton National Bank HNB (Q3 / 9M 2025) Assets: LKR [---] tn 9M [----] PAT: LKR [----] bn ROE: 1718% CASA: 35% P/B: 1.01.1x Dividend yield: 34% 👉ROE"
X Link 2025-12-31T08:32Z [--] followers, [--] engagements
"🚨 AI Is Running Out of Power on Earth. So Its Moving to Space. 🚨 (This is not science fiction. This is infrastructure.) Pinned facts first 📌 Global data centers power use (202425): [------] TWh 📌 Projected by 2030: [------] TWh (2 increase) 📌 AI server growth: 30% annually 📌 Hyperscaler AI capex (2025): $320+ billion 📌 Terrestrial constraints: land water grid bottlenecks intermittency 📌 Solar capacity factor on Earth: 2030% 📌 Solar capacity factor in orbit: 95100% 📌 Cooling in space: passive radiative (no water no fans) Now the inflection point 👇 🚀 Nov 2025: Starcloud launched the"
X Link 2025-12-31T15:24Z [--] followers, [--] engagements
"The Numbers Behind Googles Quantum Breakthrough For 30+ years quantum computing failed for one reason: ❌ Errors increased as systems scaled In December [----] Google crossed that barrier. Here are the numbers that matter 🔢 CORE BREAKTHROUGH [---] qubits (Willow quantum processor) First system ever where errors decrease exponentially as qubits increase 30-year theoretical barrier finally broken (error-correction threshold) ⚡ COMPUTE GAP (THIS IS NOT A TYPO) [--] minutes on Googles quantum hardware [--] years on the worlds fastest supercomputer (Frontier) Thats [--] trillion trillion years Longer than"
X Link 2026-01-01T14:21Z [--] followers, [--] engagements
"💥 Americas Wealth Just Hit $181.6 Trillion but not everyone is celebrating. In Q3 [----] U.S. households added a staggering $6.1 trillion in net worth pushing total wealth to an all-time high. 🔹 +$5.5 trillioncame from a booming stock market 🔻Meanwhile real estate values fell $287 billion 📈Net worth now equals 792% of disposable income the 4th highest ratio ever 🏦The top 10% own 67% of the wealth 📊The bottom 50% Just 2.5% The wealth gap is growing fast. Asset owners are winning like never before especially those with large equity holdings. But renters non-investors and younger households"
X Link 2026-01-18T07:59Z [--] followers, [--] engagements
"This is the correct framing. Global sovereign stress is rotating not disappearing. Japans starting point is extreme: 240% debt/GDP gross debt 1200tn and debt service already highly sensitive to long-end yields. The 30-yr JGB has pushed to multi-decade highs signalling rising term premia. If the Bank of Japan caps yields again the adjustment shifts to FXyen depreciation via rate differentials and capital outflows. Tax cuts without a credible funding path = higher issuance yield pressure BOJ intervention weaker yen. Its the same debt-FX feedback loop markets punished in the UK (2022). Different"
X Link 2026-01-19T15:50Z [--] followers, [---] engagements
"This is exactly the warning signal markets send before the crisis becomes visible. Spot 10-yr JGB 2.3% but the 10y10y forward at 4.3% says investors expect structurally higher rates not a temporary spike. With 240% debt/GDP and gross debt 1200tn Japans fiscal math breaks well before those levels. Every +100bp at the long end materially raises future refinancing and interest costs in a system built on near-zero yields. If the Bank of Japan suppresses yields via intervention the pressure doesnt disappearit migrates to FX. That means yen weakness imported inflation and an even tighter constraint"
X Link 2026-01-19T15:53Z [--] followers, [----] engagements
"This spread is not noise its a physical stress signal. A $11/oz Shanghai premium vs Western prices is unprecedented in a market that usually arbitrages within $0$2. Even [----] only briefly touched $7. Shanghai pricing is delivery-driven. When it trades $10+ above LBMA/COMEX at record prices it says physical demand inside China cannot be met at paper-clearing levels. Add Chinas dominance in solar EVs and power electronics plus export frictions and arbitrage breaks. Paper silver can clearphysical cannot. This is how regional shortages become global repricing events. Premiums move first. Spot"
X Link 2026-01-19T16:11Z [--] followers, [----] engagements
"@MarioNawfal Harrisburg call to defend the Constitution hit hard: Trump flipped PA by [------] votes (50.37%48.66% +1.71%). Nationwide: Trump [---] EV [--------] votes (49.8%) vs Harris [---] EV [--------] (48.3%). Musk's America PAC $1M daily giveaway (Oct 19Nov 5) distributed $18M to [--] winners collected 1M signatures supporting 1st/2nd Amendmentshelped secure all [--] swing states (PA +120K MI 83K WI 30K margins). On inauguration day it's clear: those [---] EVs protect the Constitution from overreach. Exact Electoral College split: [------]. Giveaway specifics: $18 million total [--] winners [--] million"
X Link 2026-01-20T05:50Z [--] followers, [--] engagements
"@MarioNawfal @boringcompany @elonmusk This is peak Elon Mastermind; Free 1-mile tunnel giveaway to crush traffic forever Prufrock is already beating snailsnow fans get to shape the future underground. Idea: A Tesla Cybertruck freight bypass tunnel linking a major port to Gigafactory-style hub. Zero surface trucks = faster Cybercab rollout + cleaner cities. https://twitter.com/i/web/status/2013493497471598886 https://twitter.com/i/web/status/2013493497471598886"
X Link 2026-01-20T06:07Z [--] followers, [--] engagements
"These economic hardships rampant inflation unemployment and low wages sparked initial strikes by shopkeepers in Tehran's bazaars. The unrest quickly spread to over [---] cities evolving into anti-regime demands for political reform and an end to the clerical rule. Chants like "No Gaza No Lebanon My Life for Iran" reflect frustration over funding proxies abroad while citizens starve. Protests turned nationwide met with a violent crackdown (over [----] deaths reported) and an internet blackout. This isn't just about economicsit's a systemic failure fueling the biggest challenge to the regime since"
X Link 2026-01-20T10:34Z [--] followers, [--] engagements
"@shanaka86 IMO Elon's legal case will be a big problem to them that the deficit"
X Link 2026-01-21T16:08Z [--] followers, [---] engagements
"🧠 Topic: Should the UN Still Exist in Its Current Form A Deep Dive for [----] 🌍 The United Nations turns [--] this yearbut is it still fit for purpose in a world it barely resembles from [----] My latest Substack article digs into: 🔹 How the UN spends its $68B+ budget 🔹 Who actually funds the system (hint: a handful of countries do the heavy lifting) 🔹 The impact vs. inefficiencies debate 🔹 Reform ideas political paralysisand the growing talk of replacements like the Board of Peace Heres a snapshot: 📌 Total UN System Spending (2023): $68.5 billion 📌 Top Expenditure Areas: Humanitarian aid:"
X Link 2026-01-22T07:51Z [--] followers, [--] engagements
"@MarioNawfal US have over [--] million millionaires and has the highest billionaires in any country. this is mainly due to the expansion of the stock market. which is made possible by money supply. this disparity is created by the government not by the people"
X Link 2026-01-22T09:14Z [--] followers, [--] engagements
"@MarioNawfal Putin is a master class he is playing on a different scale. Now the frozen assets are a US problem. I am sure he will offer more to President Trump so then the Europians have to deal with US on those funds. They will lose control"
X Link 2026-01-22T09:30Z [--] followers, [--] engagements
"@MarioNawfal IMO he will reach this milestone by 2030m and most probably this will be accelerated with a moon or a mar's Base. good for SpaceX valuation. he will use the IPO funds to build a automated rocket factory like Tesla"
X Link 2026-01-22T09:49Z [--] followers, [--] engagements
"I believe the NATO is just trying to please Trump China and Russia are good friends and what ever the Russians extract from the artic will flow to China and India without a problem. Also Greenland is so far away from China that they will not have significant interest in occupying. https://twitter.com/i/web/status/2014297209320394892 https://twitter.com/i/web/status/2014297209320394892"
X Link 2026-01-22T11:20Z [--] followers, [---] engagements
"🚨 Breaking: 🏠 How the Fed Lit a Land Fire: What happens when central banks flood the system with cheap credit and land is the primary collateral 📌 Since [----] U.S. land values surged +150% outpacing wages inflation and productivity 📌 Mortgage debt on residential property now exceeds $13.3 trillion 📌 Commercial real estate debt stands at $2.9 trillion farmland debt at $280+ billion 📌 In [----] alone the Fed bought $1.3 trillion in mortgage-backed securitiesdriving down yields but driving up land prices 📌 Land now accounts for over $20 trillion in household net worth 📌 The top 10% own over"
X Link 2026-01-22T15:51Z [--] followers, [--] engagements
"@shanaka86 told you Uber will struggle in the future. The cost structure of the user can. Ot be matched with Elons cost structure. Users spend much of their costs on drivers and robo taxi will not have that problem. Also even if uber purchases the new vehicles Elon will have access to below retail price vehicles. https://twitter.com/i/web/status/2014959122953994431 https://twitter.com/i/web/status/2014959122953994431"
X Link 2026-01-24T07:11Z [--] followers, [---] engagements
"Breaking: Silver Is No Longer Poor Mans Gold. Its the Collateral Behind the Energy Transition. For decades silver was treated as golds volatile cousin. That framing has just broken Silver above USD 100/oz is not a speculative anomaly it is a structural repricing driven by decarbonisation AI infrastructure and chronic supply inelasticity. Futures markets are now discounting a fundamentally different silver regime out to [----]. NUMBERS to pay attention: 📌 USD 100+/oz Silver trading at an all-time high (Dec 2025) 📌 60% Share of global silver demand now industrial 📌 [------] Moz Cumulative"
X Link 2026-01-24T09:48Z [--] followers, [--] engagements
"🟨 Breaking: America Doesnt Have a Debt Problem. It Has a Duration Problem. The most dangerous part of the U.S. balance sheet is not the headline $38 trillion debt number. It is the $5 trillion of ultra-long Treasuries that were issued in a world of zero inflation zero term premium and unlimited foreign demanda world that no longer exists. There is a clean exit. Markets just arent pricing it. NUMBERS to look for: 📌 $38 trillion Total U.S. federal debt 📌 $5 trillion Ultra-long (2030Y) Treasuries now structurally impaired 📌 17+ years Duration of a 25-year Treasury bond 📌 10% to 15% Price"
X Link 2026-01-24T09:57Z [--] followers, [--] engagements
"@MarioNawfal It will be very unlikely Russian will give away part of the donbass region. Also that they will make a deal with the current president. Most likely they will pause the war for election"
X Link 2026-01-24T14:33Z [--] followers, [---] engagements
"🚀🚨Breaking: SpaceX Wants a $1.5 Trillion Valuation But Do the Numbers Support It Is Elon Musks most ambitious play yet financial rocket science or just rocket fuel hype In [----] SpaceX earned $14B. In [----] it may IPO at $1.5T. Thats [---] earnings and nearly [--] the value of Boeing. I broke down: 📊 [--] years of revenue growth 📡 How Starlink is now 65%+ of SpaceX income 🛰 Why Starship is key to future trillion-dollar dreams 🧮 Whether this valuation makes any investor sense at all Full analysis just dropped written in my sharpest Substack form yet. 👉 Let me know in the comments: Would you"
X Link 2026-01-25T02:55Z [--] followers, [--] engagements
"🚀 AI Is Running Out of Earth: A deep dive into the financial technical and logistical feasibility of building AI infrastructure in low Earth orbitwhere infinite solar power meets infinite complexity. By [----] data centers could consume 2030% of global electricity. GPU clusters are now bottlenecked by power cooling and landnot compute. So what if the next breakthrough isnt on Earth at all 📡 Space-based AI data centers offer three wild advantages: 24/7 solar energy (no grid required) Passive heat rejection in a vacuum No real estate constraints But do the numbers make sense Heres what I break"
X Link 2026-01-25T16:15Z [--] followers, [--] engagements
"🏅 Where Do You Park Money When Nothing Feels Safe Most investors still think uncertainty has a simple playbook: risk-off cash risk-on crypto. Markets are quietly telling a different story Gold has moved through $5000. Silver has traded into triple digits Crypto hasnt crashed its consolidating. This isnt hype. Its capital reallocating under stress. NUMBERS to Look For: 📌 Gold: $5000+ per ounce a $33 trillion repricing of above-ground gold 📌Silver: $100+ per ounce monetary demand colliding with industrial scarcity 📌Central bank gold buying: 1000+ tonnes per year 📌Annual silver supply value"
X Link 2026-01-26T11:39Z [--] followers, [--] engagements
"@WatcherGuru This is a good move IMO they usually save on bonds and T-bills which has become extremely risky and volatile. specially if we see mass liquidations and money been pulled from the crypto market. Gold is a good hedge IMO and will see some capital gains as well"
X Link 2026-01-26T18:04Z [--] followers, [---] engagements
"@teslaownersSV this is so breath taking I believe Elon will start building starships like cars after the IPO. Also do you think its possible to use a Giga casting for star ships as well"
X Link 2026-01-26T18:11Z [--] followers, [--] engagements
"Gold has surged past $5300 an ounce on safe-haven demand rising about 7% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016438955311554564 https://twitter.com/i/web/status/2016438955311554564"
X Link 2026-01-28T09:11Z [--] followers, [--] engagements
"@robin_j_brooks this is not all that bad for US economy in general IMO. will be pain full for US consumers in the short run. However this will have a positive impact in the long run. if interested please read my opinion on the matter - https://x.com/chanuka4/status/2016423078365196294 https://t.co/jHgJDoLVhF https://x.com/chanuka4/status/2016423078365196294 https://t.co/jHgJDoLVhF"
X Link 2026-01-28T09:13Z [--] followers, [--] engagements
"Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928"
X Link 2026-01-28T09:14Z [--] followers, [--] engagements
"Gold has surged past $5300 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928"
X Link 2026-01-28T09:14Z [--] followers, [--] engagements
"Gold has surged past $5300 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928"
X Link 2026-01-28T09:16Z [--] followers, [--] engagements
"🔴BREAKING: China trapped in its LONGEST deflationary streak in DECADES GDP deflator plunged -0.7% in Q4 [----] 11th straight quarterly drop longest in at least [--] years.Deflation for [--] FULL consecutive years longest since market reforms in late 1970sPost-2008 crisis Just [--] quarters. Producer prices tanked -1.4% YoY in January 40th month of factory deflation in a row Property crisis crushing demand + factories pumping out way more than anyone can buy slashing prices to survive. China's deflationary spiral shows ZERO signs of improvement. Is this the start of a Japan-style lost decade for the"
X Link 2026-02-15T18:12Z [---] followers, [--] engagements
"Ethereum's gas limit tripling to 180M by [----] will slash L1 fees 70% (from $0.38 avg in 2025) boosting TPS to 100+. Data shows: active addresses surged 17% YoY to 1.985M (Oct 2025); L2 TVL exploded 180%+ to $63B (2024-25) driven by post-Dencun fee drops. Lower costs curb congestion attract DeFi/RWA users (stablecoin vols up 20B daily) and spur dApp innovation projecting 25% adoption growth vs. 2025's 500K daily users. https://twitter.com/i/web/status/1994786208032125042 https://twitter.com/i/web/status/1994786208032125042"
X Link 2025-11-29T15:11Z [---] followers, [---] engagements
"🏛 $103 TRILLION: Why $103 Trillion in U.S. Real Estate Explains More Than the S&P [---] Ever Will Thats the current value of U.S. real estate. 📌$58T residential 📌$20T commercial 📌$4T farmland 📌$2T forests 📌$19T government land This one asset class is [--] U.S. GDP and [---] the entire equity market yet most macro models still treat housing as a side issue. U.S. wealth inequality is not a wage problem. Its a land balance-sheet problem. I reconstructed the full U.S. real estate ledger who owns what how much is debt-free and where the next $2030 trillionof appreciation is likely to accrue. 👉"
X Link 2026-01-20T12:48Z [--] followers, [--] engagements
"@shanaka86 The thing is OpenAI have first mover advantage Ultimate winner will be the one which have the more builds more supportive modules At present OpenAI is leading. Grok is catching up and everyone is lagging behind"
X Link 2026-01-21T06:52Z [--] followers, [----] engagements
"🚨 The Recession Already Started It Just Isnt in GDP Yet Markets keep debating soft landing vs hard landing. Theyre watching the wrong variable. Bankruptcies dont wait for GDP to turn negative. They lead. Across the G7 insolvencies have now crossed pre-pandemic and Global Financial Crisis levels while growth remains positive. That combination has only appeared a handful of times in modern history. NUMBERS WHAT THE DATA IS ACTUALLY SAYING; 📌 Germany: [-----] company bankruptcies in [----] 📌 +115% increase since [----] higher than [----] GFC levels 📌 United States: [-----] business bankruptcies in"
X Link 2026-01-24T03:00Z [---] followers, [--] engagements
"@Intern_Leverup @WatcherGuru Yeaheven I feel that he is the last bull in the market. I really worry for him since he is the biggest holder and we might be looking at an economic downturn. He can even get liquidated"
X Link 2026-01-26T18:28Z [--] followers, [--] engagements
"Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016436255085724045 https://twitter.com/i/web/status/2016436255085724045"
X Link 2026-01-28T09:00Z [--] followers, [---] engagements
"Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016436334555176979 https://twitter.com/i/web/status/2016436334555176979"
X Link 2026-01-28T09:01Z [--] followers, [--] engagements
"Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016436372656329039 https://twitter.com/i/web/status/2016436372656329039"
X Link 2026-01-28T09:01Z [--] followers, [---] engagements
"@coinbureau IMO crypto has entered its usual [--] year bear cycle. However due to institutional buying its been help at good support. However as in past the cycle will continue no significant macro change to break the past cycles IMO"
X Link 2026-01-28T09:10Z [--] followers, [---] engagements
"Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. https://twitter.com/i/web/status/2016438838248485161 https://twitter.com/i/web/status/2016438838248485161"
X Link 2026-01-28T09:10Z [--] followers, [--] engagements
"Gold has surged past $5100 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928"
X Link 2026-01-28T09:14Z [--] followers, [--] engagements
"Gold has surged past $5300 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928"
X Link 2026-01-28T09:15Z [--] followers, [--] engagements
"Gold has surged past $5300 an ounce on safe-haven demand rising about 6% so far this year after a massive 61% gain last year with major banks expecting further upside toward $5400$6000 driven by central-bank buying inflation concerns high global debt and investors seeking protection amid ongoing economic and geopolitical uncertainty. if interested read my full analysis on the matter - https://x.com/chanuka4/status/2015747002471161928 https://x.com/chanuka4/status/2015747002471161928"
X Link 2026-01-28T09:15Z [--] followers, [--] engagements
"📊 The Feds $6.6 Trillion Balance Sheet Is Quietly Hitting Your Wallet and how that will impact home prices. Most people think Fed policy = interest rates. Thats no longer true. In [----] the Federal Reserves balance sheet is doing as much damage (and signaling) as rate hikes ever did especially to mortgages housing and taxpayers. I just published a deep-dive unpacking whats actually inside the Feds balance sheet why it matters now and how a $1 trillion accounting problem is reshaping the economy. ________________________________________ NUMBERS (2026 UPDATE) 📌 $6.6 trillion Fed total assets"
X Link 2026-01-29T09:00Z [--] followers, [--] engagements
"🏚➡🏎How to Emerge from the Upcoming Recession as a Millionaire Most people hear recession and think collapse. History says something very different. Recessions are not economic extinction events they are wealth-transfer events. They punish leverage reward liquidity and quietly create the next generation of millionaires. While fear dominates headlines the real game is being played beneath the surface. NUMBERS (Read this twice) 📌 [--] U.S. recessionssince the Great Depression 📌 Average recession: [--] months 📌 Average expansion: [--] months 📌 Typical GDP decline: 2.5% (not collapse) 📌 S&P 500:"
X Link 2026-01-29T10:24Z [--] followers, [--] engagements
"🚨 Gold down 12%. Silver down 36%. In one day. 📉 The biggest silver crash since [----]. Trillions in value wiped out across ETFs miners and futures. Was it manipulation Fed policy Or a once-in-a-decade reset 📌 On Jan [--] 2026: *Gold plunged from $5594 to $4889 *Silver collapsed from $120 to $85 *Microsoft dropped 11% the same day *ETFs like GLD and SLV saw 1020% outflows *No major central bank selling. Physical demand remains strong. 🔎 I just published a deep fact-based breakdown of what caused the crash who was really selling and whether gold and silver are still safe to invest in for the"
X Link 2026-01-31T08:03Z [--] followers, [--] engagements
"🏘Breaking: Sri Lanka Real Estate Market Analysis 2025: Must Read for investors & First-time buyers What if your next 5-year salary raise came from a land deed instead of your payslip Heres why thousands of working-class and middle-income Sri Lankans are quietly shifting savings from banks into real estate and what the numbers say. Key NUMBERS: 📌Total property market value: LKR [------] trillion ( USD [---] Billion ) 📌Colombo condo sales volume: +128.4% YoY (Q3 2025) 📌Land asking prices in Colombo: +22% YoY (Q3 2025) 📌Suburban land prices (e.g. Gampaha): 100%+ gain since [----] 📌Most buyers"
X Link 2026-01-31T09:17Z [--] followers, [--] engagements
"Current USD meltdown (down 10% ) stems from policy chaos tariffs Greenland spat Trump's weak dollar cheer. Warsh's hawkish rep (anti-QE balance sheet shrink) clashed with Trump's low-rate push but his recent productivity narrative aligns for cuts Forward: If Warsh cuts aggressively early (as you suggest) expect further USD slide (forecasts: 3-5% drop '26 DXY to [--] YE) boosting EM currencies like LKR but risking inflation rebound. If he holds firm Trump ire could spike volatility but USD may rebound as seen post-nom (up 0.89% Jan 30). https://twitter.com/i/web/status/2017593583449346077"
X Link 2026-01-31T13:39Z [--] followers, [---] engagements
"🚨 Breaking: America Just Lived Through the Quietest Job Crisis in Years While headlines praised low unemployment [----] was brutal beneath the surface: 🔻 [---] million jobs lostthe highest since [----] 🔻 [------] government jobs cut in efficiency drives 🔻Tech & retail layoffs surgedAmazon Intel UPS led the charge 🔻 Wages rose just 3.8% barely beating inflation 🔻 AI blamed in [-----] cutsbut millions fear theyre next Meanwhile: ✔ Health care added [------] jobsdriven by aging demand ✔ Leisure renewables AI & data roles quietly surged ✔Entry-level white-collar jobs are vanishing ✔Workers juggled gigs"
X Link 2026-01-31T17:52Z [--] followers, [--] engagements
"Jim your call for BTC dropping to 70K in early [----] is looking spot on with the current price at [--------] after a [--] percent fall from [------] peak. But remember the community sees you as the ultimate inverse indicatoryour bearish takes often precede massive rallies. Warsh Fed nom sparked 650M liquidations 1.1B ETF outflows and rotation to gold amid DXY at [-----]. Broke 85K 100-week SMA hashrate down [--] percent Fear Greed at [--]. Yet fundamentals scream buy: adoption up market cap 1.57T. Inverse Cramer strikes again Let's see if we hit 100K by Q2."
X Link 2026-02-01T04:32Z [--] followers, [---] engagements
"🔴 BREAKING: Deep Dive analysis Bitcoin Holds $80Kbut the Market Is Quietly Cracking Is this the start of the next crypto winteror the quietest re-accumulation phase in history BTC peaked at $126000 in October 2025: 📌 Down 35% to $81000 as of February [----] 📌 $1.7B+ in derivatives liquidated in one week 📌 ETF net outflows: $1.72B across [--] trading days 📌 MicroStrategy alone bought $3.5B in BTC in January 📌 Over [------] traders liquidatedbut long-term holders arent selling 📌 Stablecoin supply dropped $3.2Bliquidity is exiting 📌 Spot BTC ETFs flipped to mild inflows by end-Jan Bitcoin isnt"
X Link 2026-02-01T07:18Z [--] followers, [--] engagements
"@stats_feed The [----] Soviet male cohort stat is real: only 32% survived to [----] (68% died by age 23). But half those deaths came from pre-war causesHolodomor famine + purges/Gulagnot just WWII. If those excess losses (famine terror war) hadn't happened Russia's population today would likely be 35-40% higher: around 190-200 million instead of [---] million. The demographic hole from missing men suppressed births for generations. With that extra population (and no war disruptions) GDP would scale up roughly the same waynominal $3.1-3.3 trillion USD (vs current $2.3T projection for 2026) or PPP"
X Link 2026-02-01T15:24Z [--] followers, [---] engagements
"Traffic momentum supports strong upside. Also on the side of valuation a simple DCF valuation $291B (10% WACC 6% terminal growth). Projections: [----] revenue $10B (from $3.2B combined [----] run-rate + aggressive growth) scaling to $120B by 2030.Standalone guidance points to $2B in [----] but traffic/user adoption could drive much higher. 27% upside from recent $230B valuation. Bullish on xAI's path https://twitter.com/i/web/status/2017985035505402071 https://twitter.com/i/web/status/2017985035505402071"
X Link 2026-02-01T15:34Z [---] followers, [--] engagements
"@shanaka86 Excellent breakdown. The shadow delay tactic is real export license processing jumping from [--] to 120+ days has already slashed flows dramatically (Japan saw 91% drop in early [----] via paperwork alone). Each F-35 needs [---] lb of rare earths. China still controls 99% of heavy REE processing. DFARS zero-Chinese-content rule kicks in Jan [--] [----] that's roughly [---] days from now. From a Sri Lankan perspective this asymmetry is a wake-up call for the Global South: time to seriously push diversified mining & processing capacity. #RareEarths #Geopolitics"
X Link 2026-02-01T15:39Z [--] followers, [---] engagements
"⚠ The Hidden Cost of AI: Your Power Bill Is About to Change Everyone's talking about AI chips GPUs and breakthrough models. But behind every ChatGPT response and image generation is a reality no ones watching closely enough: 💡 AI runs on power. And the grid is starting to feel it. 📊 Key numbers: Data center electricity demand is projected to double by 2030hitting nearly [----] TWh/year U.S. utilities may need [-----] GW of new capacity just for AI infrastructure Some regions are already hitting grid limitsand passing the costs to consumers 💸 What does that mean for households Rising demand ="
X Link 2026-02-02T07:57Z [--] followers, [--] engagements
"Starship's heat shield represents one of the most impressive feats of modern engineering a remarkable array of approximately [-----] hexagonal ceramic tiles meticulously arranged across the vehicle's windward belly. These black high-temperature tiles must endure the ferocious conditions of atmospheric reentry where peak temperatures routinely exceed [----] C (often reaching [----] C or [----] F) due to hypersonic compression and frictionhotter than the surface of many stars in localized plasma flows. What makes this system truly amazing is its ability to handle not just extreme heat but also intense"
X Link 2026-02-02T18:01Z [--] followers, [---] engagements
"Starship's heat shield represents one of the most impressive feats of modern engineering a remarkable array of approximately [-----] hexagonal ceramic tiles meticulously arranged across the vehicle's windward belly. These black high-temperature tiles must endure the ferocious conditions of atmospheric reentry where peak temperatures routinely exceed [----] C (often reaching [----] C or [----] F) due to hypersonic compression and frictionhotter than the surface of many stars in localized plasma flows. What makes this system truly amazing is its ability to handle not just extreme heat but also intense"
X Link 2026-02-02T18:01Z [--] followers, [--] engagements
"@shanaka86 The $255M insurance vs $245B custody framing feels directionally scary but I think its mixing two different statements. Falsifiable claim: the $255M figure traces back to Coinbases hot-wallet crime coverage disclosure years ago not a blanket backstop for all assets under custody (mostly cold storage). If thats right quoting it against total AUC is a category error. More interesting questions: Whats the actual coverage language in the ETF docs today Is it per-incident aggregate shared across all clients and does it cover cold storage or mainly theft/cyber State-actor hack scenario:"
X Link 2026-02-04T14:58Z [---] followers, [---] engagements
"@shanaka86 This is a strong indictment but I think the mechanism needs to be pinned down more precisely to see where the real abuse sits. do issuers legally retain the yield on frozen assets because the assets remain on their balance sheet or because the Act is silent on beneficial ownership during freezes Those are very different failures. A few open loops worth pressure-testing: When funds are frozen who is the legal claimant to the interest the issuer the state or the original holder pending adjudication If its the issuer by default thats not just a loophole its a transfer of property"
X Link 2026-02-04T15:17Z [--] followers, [--] engagements
"@shanaka86 This is a strong indictment but I think the mechanism needs to be pinned down more precisely to see where the real abuse sits. do issuers legally retain the yield on frozen assets because the assets remain on their balance sheet or because the Act is silent on beneficial ownership during freezes Those are very different failures. A few open loops worth pressure-testing: When funds are frozen who is the legal claimant to the interest the issuer the state or the original holder pending adjudication If its the issuer by default thats not just a loophole its a transfer of property"
X Link 2026-02-04T15:17Z [--] followers, [--] engagements
"@RayDalio I agree with the principle but Im not sure it holds symmetrically anymore. Today capital still follows talent but only after institutional permission is granted. In regulated finance compliance capital now precedes idea capital. That ordering didnt exist in your early years. A few open questions worth pressure-testing: If money truly follows talent why do first-time managers now need regulatory scaffolding anchor LPs and legal spend before their track record is even visible Is talent being identified by alpha generation or by risk management + narrative fit within existing"
X Link 2026-02-04T15:35Z [--] followers, [---] engagements
"@RayDalio I agree with the principle but Im not sure it holds symmetrically anymore. Today capital still follows talent but only after institutional permission is granted. In regulated finance compliance capital now precedes idea capital. That ordering didnt exist in your early years. A few open questions worth pressure-testing: If money truly follows talent why do first-time managers now need regulatory scaffolding anchor LPs and legal spend before their track record is even visible Is talent being identified by alpha generation or by risk management + narrative fit within existing"
X Link 2026-02-04T15:35Z [--] followers, [--] engagements
"If this correspondence is authentic then one of two things must be true: Either this was a rogue delusional scheme built on name dropping intelligence agencies or the post-Gaddafi asset freeze created a gray zone where private actors genuinely believed state level recovery operations could be monetized. Both cant be true. Heres the harder question experts should weigh in on: who actually had legal standing over Libyas frozen $80bn at that moment Because if no single authority did then the incentive structure invited intermediaries fixers and recovery specialists. The real scandal isnt"
X Link 2026-02-05T06:17Z [--] followers, [--] engagements
"If this correspondence is authentic then one of two things must be true: Either this was a rogue delusional scheme built on name-dropping intelligence agencies or the post Gaddafi asset freeze created a gray zone where private actors genuinely believed state-level recovery operations could be monetized. Both cant be true. Heres the harder question experts should weigh in on: who actually had legal standing over Libyas frozen $80bn at that moment Because if no single authority did then the incentive structure invited intermediaries fixers and recovery specialists. Another falsifiable claim:"
X Link 2026-02-05T06:18Z [--] followers, [--] engagements
"MicroStrategy didnt lose $40B. It lost time. That distinction changes everything. Between Oct [----] and Feb 2026: Bitcoin fell 44% One corporate balance sheet absorbed $40B in mark-to-market losses Headlines screamed liquidation risk But heres the uncomfortable question most analysis avoids: At what date does price volatility actually force Bitcoin sales Because liquidation isnt triggered by charts. Its triggered by contracts maturities and capital-markets access. A few hard facts from the deep dive: BTC held: [------] (3% of circulating supply) Peak valuation: $90B Value at $70k BTC: $5051B"
X Link 2026-02-05T18:16Z [--] followers, [--] engagements
"worse in Sri Lanka The principal issue in housing right is between prices and incomes. The typical value of a house acc to Zillow is now $365k. Meanwhile the US median income is only $85k acc to Census Bureau. That means the price/income ratio is 4.20x well above the historical norms. You can https://t.co/7W8WkoTVKY The principal issue in housing right is between prices and incomes. The typical value of a house acc to Zillow is now $365k. Meanwhile the US median income is only $85k acc to Census Bureau. That means the price/income ratio is 4.20x well above the historical norms. You can"
X Link 2026-02-08T04:29Z [---] followers, [--] engagements
"BoJ's 3T monthly JGB buys are indeed capping yields below 1% on the 10Y directly fueling the USD/JPY carry trade and yen weakness to 160+ levels. If they taper to zero by mid-2026 yields won't spike beyond 2% avoiding a debt servicing crunch given Japan's domestic holder base. Is that realistic or does the 260% debt/GDP ratio force a harder landing What overlooked fiscal tool could bridge the gap without selling USTs and rattling global markets Macro folks correct me if the math's off how would you model the yield curve response https://twitter.com/i/web/status/2020404332391289138"
X Link 2026-02-08T07:48Z [---] followers, [---] engagements
"BoJ's 3T monthly JGB buys are indeed capping yields below 1% on the 10Y directly fueling the USD/JPY carry trade and yen weakness to 160+ levels. If they taper to zero by mid-2026 yields won't spike beyond 2% avoiding a debt servicing crunch given Japan's domestic holder base. Is that realistic or does the 260% debt/GDP ratio force a harder landing What overlooked fiscal tool could bridge the gap without selling USTs and rattling global markets Macro folks correct me if the math's off how would you model the yield curve response If Japan really wans to stop the Yen from falling what needs to"
X Link 2026-02-08T07:48Z [---] followers, [---] engagements
"This is particularly because US companies had enough with the Gen z. They are investigating heavily in AI CAPEX and reducing liability. Also this is balance sheet maths which no body understands unless you are in finance. What are your thoughts @cryptorover 💥BREAKING: US records [------] job cuts last month marking worst January since the [----] Great Recession. https://t.co/gTjWJlcWTr 💥BREAKING: US records [------] job cuts last month marking worst January since the [----] Great Recession. https://t.co/gTjWJlcWTr"
X Link 2026-02-08T12:43Z [---] followers, [--] engagements
"@cryptorover This is particularly because US companies had enough with the Gen z. They are investigating heavily in AI CAPEX and reducing liability. Also this is balance sheet maths which no body understands unless you are in finance. What are your thoughts @cryptorover"
X Link 2026-02-08T12:43Z [---] followers, [----] engagements
"Mainly due to the automation and AI agents what is missing is the US productivity increase. Also if you see companies have spent over USD [---] billion in AI investments. Which have enable them to reduce workforce and increase profits. Also this us balance sheet reengineering. AI is CAPEX and work forceis liabilities. https://twitter.com/i/web/status/2020479507027935529 https://twitter.com/i/web/status/2020479507027935529"
X Link 2026-02-08T12:47Z [---] followers, [--] engagements
"@GlobalMktObserv Mainly due to the automation and AI agents what is missing is the US productivity increase. Also if you see companies have spent over USD [---] billion in AI investments. Which have enable them to reduce workforce and increase profits. Also this us balance sheet reengineering. AI is CAPEX and work forceis liabilities ⚠US LAYOFFS ARE SKYROCKETING: US based-employers announced [------] job cuts in January the highest January total since [----] the Great Financial Crisis. This was up +205% from December and +118% YoY.👇 https://t.co/mekukuO4YC ⚠US LAYOFFS ARE SKYROCKETING: US"
X Link 2026-02-08T12:47Z [---] followers, [--] engagements
"@truflation IMO this is due to lower consumer spending. Retailers are absorbing the margins to protect revenue. Which we see in many listed companies. Worst is yet to come IMO. What do you think"
X Link 2026-02-08T12:50Z [---] followers, [----] engagements
"@SecScottBessent @POTUS @TrumpAccounts Are you trying to stop a market crash by injecting money in to the market which companies are you trying to invest is it even legal"
X Link 2026-02-08T12:55Z [---] followers, [--] engagements
"@realDonaldTrump Are you trying to stop a market crash by injecting money in to the market which companies are you trying to invest is it even legal Currently 38% of Americans have no household exposure to equities. @POTUS is changing that. @TrumpAccounts will ensure that every child every family and every household gets to become a shareholder in our great American economy. https://t.co/iI4vyo5V8Q Currently 38% of Americans have no household exposure to equities. @POTUS is changing that. @TrumpAccounts will ensure that every child every family and every household gets to become a shareholder"
X Link 2026-02-08T12:56Z [---] followers, [--] engagements
"⚡ Copper isnt cyclical anymore. Its structural: The Hidden Bottleneck Behind Electrification Copper now sits at the center of: * EVs * Power grids * Renewables * Data centers * Industrial electrification This isnt a hype story. Its arithmetic. Key Numbers: 📌 Global demand today: [--] Mt/year 📌 Projected demand by 2030: 35+ Mt/year 📌 EVs use [--] more copper than ICE vehicles 📌 New mines take [----] years to come online 📌 Capital cost of new supply: $22000 per tonne 📌 Inventories: near multi-year lows Demand is rising structurally. Supply is slow capital-intensive and constrained by geology"
X Link 2026-02-08T14:15Z [---] followers, [--] engagements
"@thereds8 @truflation US Consumer debt is at [--] high. I believe we just surpassed [---] trillion. Not good at all. Trump is doing various things to manage. Now I believe it is a bit hard to do that. What you think"
X Link 2026-02-08T14:20Z [---] followers, [--] engagements
"@BootayJuicy @truflation @grok What Did not understand"
X Link 2026-02-08T15:32Z [---] followers, [--] engagements
"@BootayJuicy @truflation @grok Consumer spending is slowing down had some higher spending in season. However latest data show a slow down"
X Link 2026-02-08T15:33Z [---] followers, [--] engagements
"@AustinGymB @truflation If I am not mistaken wallmarts increase margins due to improved efficiency in logistics higher productivity and lower energy cost"
X Link 2026-02-08T16:11Z [---] followers, [--] engagements
"she made a smart move by supporting @realDonaldTrump and Trump assisted her big time. With lower tariffs and endorsements. I hope this partnership will help both countries with great prosperity. However I foresee both countries will devalue there respective currencies in the next term. https://twitter.com/i/web/status/2020550606969299143 https://twitter.com/i/web/status/2020550606969299143"
X Link 2026-02-08T17:29Z [---] followers, [---] engagements
"she made a smart move by supporting @realDonaldTrump and Trump assisted her big time. With lower tariffs and endorsements. I hope this partnership will help both countries with great prosperity. However I foresee both countries will devalue there respective currencies in the next term. 🚨 BREAKING: Japans right-wing PM Sanae Takaichi is set to win a LANDSLIDE VICTORY of up to [---] seats in todays election per exit polling [---] is a majority WOW Being anti-mass migration is POPULAR in Japan The whole world needs more leaders like this https://t.co/mk1Enrt2NL 🚨 BREAKING: Japans right-wing PM"
X Link 2026-02-08T17:31Z [---] followers, [--] engagements
"@KobeissiLetter @TuckerCarlson @realDonaldTrump admission will have to absorb the brunt of these payments. See how it has gone up from [---] billion in [----] to [---] billion Trump era. Too much of printing which caused excess liquidity build up I. The system. Now it is very hard to balance. How bad has the US debt crisis become Interest payments on US public debt to overseas holders surged to a record $292 billion in Q3 [----]. This amount has more than DOUBLED since [----]. The US Treasury now pays [--] TIMES more to international holders of US debt than before the https://t.co/IGl117zqOO How bad has"
X Link 2026-02-09T02:05Z [---] followers, [--] engagements
"BREAKING: China has instructed banks to begin selling and limit new purchases of US Treasuries citing concerns that US debt may expose banks to sharp price swings. This isnt a geopolitical headline its a balance-sheet risk decision. Treasuries were supposed to be the lowest-volatility asset on bank books. Instead duration losses over the past [--] years have rivaled equity drawdowns. If the worlds largest official creditor is telling banks to cap exposure that signals something important: Rising rates arent the risk rate uncertainty is Liquidity isnt gone price stability is This isnt about"
X Link 2026-02-09T09:53Z [---] followers, [--] engagements
"@taylorkenneyitm if I am not mistake WM is one of the best dividend payments companies in the market"
X Link 2026-02-09T10:01Z [---] followers, [--] engagements
"@taylorkenneyitm If I am not mistake WM is one of the best dividend payments companies in the market. Waste Management Phoenix Open⛳ https://t.co/eDKKsWhYPP Waste Management Phoenix Open⛳ https://t.co/eDKKsWhYPP"
X Link 2026-02-09T10:03Z [---] followers, [--] engagements
"@coinbureau China is the only big country which has a trade surplus and a debt to GDP ratio below 100%. Japan and UK holds about [--] trillion of US bonds. But the debts are very high. So China and India reducing or limiting buying US treasures means big risk for US"
X Link 2026-02-09T15:22Z [---] followers, [---] engagements
"@coinbureau China is the only big country which has a trade surplus and a debt to GDP ratio below 100%. Japan and UK holds about [--] trillion of US bonds. But the debts are very high. So China and India reducing or limiting buying US treasures means big risk for US. CHINA IS QUIETLY PULLING BACK FROM U.S. TREASURIES China just told its big banks to limit and cut their holdings of U.S. Treasuries. It now only holds $683B in U.S. govt bonds its LOWEST in years down from $1.3T in [----]. For years Chinese banks piled into Treasuries as https://t.co/5jomCprBAm CHINA IS QUIETLY PULLING BACK FROM U.S."
X Link 2026-02-09T15:23Z [---] followers, [--] engagements
"@elonmusk @SpaceX Why would you do that @elonmusk Your primary focuse was always been making mankind multiplanatey species. If something happens to the earth moon will drift in space since the moon depends on earths gravity. If you are unable to terraform Mars and make it habitable. How can we be interplanetary. Moon is not a planet Are you tapping out because it's hard or impossible Yes Yes"
X Link 2026-02-09T15:46Z [---] followers, [--] engagements
"Why would he do that Elons primary focuse was always been making mankind multiplanatey species. If something happens to the earth moon will drift in space since moon depends on earth gravity. If you are unable to terraform Mars and make it habitable. How can we be interplanetary. Moon is not a planet Is he tapping out because it's hard or impossible https://twitter.com/i/web/status/2020888254741192931 https://twitter.com/i/web/status/2020888254741192931"
X Link 2026-02-09T15:51Z [---] followers, [--] engagements
"Why would he do that Elons primary focuse was always been making mankind multiplanatey species. If something happens to the earth moon will drift in space since moon depends on earth gravity. If you are unable to terraform Mars and make it habitable. How can we be interplanetary. Moon is not a planet Is he tapping out because it's hard or impossible https://twitter.com/i/web/status/2020888287158935833 https://twitter.com/i/web/status/2020888287158935833"
X Link 2026-02-09T15:51Z [---] followers, [----] engagements
"@theRealKiyosaki We have so much of gold in space and at some point BTC code can be cracked as well. IMO"
X Link 2026-02-09T16:14Z [---] followers, [----] engagements
"What holds the Moon right now Earths gravity keeps the Moon in orbit around Earth. The Suns gravity pulls on both Earth and Moon causing the pair to orbit the Sun together. The Moons current motion is the vector sum of: Its orbital velocity around Earth (1 km/s) Earths orbital velocity around the Sun (30 km/s) Remove Earth instantly what happens If Earth vanished without disturbing the Moons velocity: The Moon would lose its centripetal force toward Earth. With no force holding it in an Earth-orbit the Moon would move forward along its instantaneous velocity vector. But that velocity is"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements
"What holds the Moon right now Earths gravity keeps the Moon in orbit around Earth. The Suns gravity pulls on both Earth and Moon causing the pair to orbit the Sun together. The Moons current motion is the vector sum of: Its orbital velocity around Earth (1 km/s) Earths orbital velocity around the Sun (30 km/s) Remove Earth instantly what happens If Earth vanished without disturbing the Moons velocity: The Moon would lose its centripetal force toward Earth. With no force holding it in an Earth-orbit the Moon would move forward along its instantaneous velocity vector. But that velocity is"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements
"What holds the Moon right now Earths gravity keeps the Moon in orbit around Earth. The Suns gravity pulls on both Earth and Moon causing the pair to orbit the Sun together. The Moons current motion is the vector sum of: Its orbital velocity around Earth (1 km/s) Earths orbital velocity around the Sun (30 km/s) Remove Earth instantly what happens If Earth vanished without disturbing the Moons velocity: The Moon would lose its centripetal force toward Earth. With no force holding it in an Earth-orbit the Moon would move forward along its instantaneous velocity vector. But that velocity is"
X Link 2026-02-09T17:31Z [---] followers, [--] engagements
"@featsbeyond50 @mark_k @SpaceX seems like it or IPO drama"
X Link 2026-02-09T17:31Z [---] followers, [--] engagements
"@featsbeyond50 @mark_k @SpaceX or IPO drama"
X Link 2026-02-09T17:32Z [---] followers, [--] engagements
"@Anuclano1 @mark_k @SpaceX Elon is already planning to build data centers in space Ai satellites will enable fast communication and better GSP"
X Link 2026-02-09T17:36Z [---] followers, [--] engagements
"🚨 The stablecoin model is quietly being disrupted. In just [--] months of [----] Tether alone reported $10 BILLION in profit from USDT. Read that again. How 📊 Tether now holds $137B in U.S. Treasuries That makes it the 17th-largest holder of U.S. government debt bigger than many countries. Heres the mechanism most people miss: Users park capital in USDT Tether pays 0% interest That capital is lent to the U.S. government Tether pockets the Treasury yield ⚠ Translation: Stablecoin users are funding Tethers balance sheet for free. But this model is cracking. 🧠 On-chain innovation is responding."
X Link 2026-02-09T17:46Z [---] followers, [--] engagements
"@shanaka86 Grok Aiya says this is not true it says only 1/5 of what you are saying. In this case its very easy to find IMO. USD [---] trillion is a big amount. Do Cayman Islands entities hold $1.85 trillion in US Treasuries and are they the largest foreign holder No this is not accurate based on official US Treasury data. The latest available Treasury International Capital (TIC) data (typically monthly with major foreign holders updated regularly) shows the Cayman Islands as a significant holder due to hedge funds private funds and custodians registered there but not at $1.85 trillion and not"
X Link 2026-02-09T18:03Z [---] followers, [---] engagements
"@GlobalMktObserv This is mainly due to high interest rates and some cities such as New York california is charging massive taxes from business and they have moved out of such cities. As of last week even Meta moved to miami. Most likely those people cities will become like detroit"
X Link 2026-02-12T02:04Z [---] followers, [--] engagements
"@GlobalMktObserv This is mainly due to high interest rates and some cities such as New York california is charging massive taxes from business and they have moved out of such cities. As of last week even Meta moved to miami. Most likely those people cities will become like detroit. 🚨BLOODY HELL: The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SPIKED to 12.3% an ALL-TIME HIGH. Office CMBS delinquencies are [---] percentage points above the post- Great Financial Crisis peak. The percentage has risen [--] TIMES since [----] https://t.co/L8PiZzeChT 🚨BLOODY HELL: The"
X Link 2026-02-12T02:04Z [---] followers, [--] engagements
"@coinbureau I believe Meta also have a similar structure @elonmusk is having so much issues with @Tesla shareholders based on previous episodes. Also he is talking about building life on another planet this will be the most valued corporation in another decade or two he knows it and he will protect his interest IMO. 🚨 NEW: SpaceX is reportedly eyeing a dual-class share structure for its IPO potentially valuing the company above $1.5T while preserving Musks control. https://t.co/2VDy0EFHgG 🚨 NEW: SpaceX is reportedly eyeing a dual-class share structure for its IPO potentially valuing the"
X Link 2026-02-14T06:44Z [---] followers, [--] engagements
"🚨 The U.S. Economy Looks Strong in [----]. Thats Exactly the Risk. Growth 3%. Inflation 2.5%. Unemployment 4.3%. Markets near record highs. Consensus: Soft landing achieved. But late cycles dont break because growth disappears. They break when leverage meets refinancing. Key NUMBERS: 📌 Nominal GDP: $31.8T 📌Gross Federal Debt: $3940T (100%+ of GDP) 📌Corporate Debt: $14T+ 📌Household Debt: $18.8T 📌Margin Debt: $1.226T 📌CAPE Ratio: [----] (99th percentile historically) 📌Top [--] stocks: 3040% of S&P weight This is not a weak economy. Its a late-cycle strong economy operating inside a"
X Link 2026-02-14T11:00Z [---] followers, [--] engagements
"Inside the AI Arms Race: Chips Sanctions and the Battle for Compute Power https://open.substack.com/pub/drsajithchanuka/p/inside-the-ai-arms-race-chips-sanctionsr=6xqeo8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/drsajithchanuka/p/inside-the-ai-arms-race-chips-sanctionsr=6xqeo8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-02T06:58Z [---] followers, [--] engagements
"🌴📈Sri Lankas Coconut Industry Just Crossed a Structural Turning Point For decades coconut exports were treated as a commodity story. Between [--------] that narrative changed fundamentally. Here are the numbers that matter 👇 🔹 Key Numbers; USD 709m Coconut export earnings in [----] (supply-constrained year) USD 864m Exports in [----] (+22% YoY recovery) USD 1.2bn Exports in [----] (first time crossing USD 1bn) 7.2% Share of Sri Lankas total merchandise exports (2025) [------] hectares Land under coconut cultivation 2.83.0 bn nuts/year Average national production 5565% Share absorbed by domestic"
X Link 2026-01-04T03:08Z [---] followers, [--] engagements
"I believe Meta also have a similar structure @elonmusk is having so much issues with @Tesla shareholders based on previous episodes. Also he is talking about building life on another planet this will be the most valued corporation in another decade or two he knows it and he will protect his interest IMO. https://twitter.com/i/web/status/2022562390072500682 https://twitter.com/i/web/status/2022562390072500682"
X Link 2026-02-14T06:43Z [---] followers, [--] engagements
"Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes"
X Link 2026-02-16T16:46Z [---] followers, [--] engagements
"Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes"
X Link 2026-02-16T16:47Z [---] followers, [--] engagements
"Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes"
X Link 2026-02-16T16:48Z [---] followers, [--] engagements
"Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes"
X Link 2026-02-16T16:48Z [---] followers, [--] engagements
"Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes"
X Link 2026-02-16T16:49Z [---] followers, [--] engagements
"Tech shorts are quietly building to multi-year extremes 🚨 XLK short interest just hit 1.8% highest in 6+ years and it has DOUBLED in weeks. 58M Microsoft shares were shorted Wednesday (0.8% of free float) near the top of its 5-year range. Salesforce now has 18M shares sold short (1.9% of float) 100th percentile vs recent years. IGV (software ETF) short interest spiked to 19% near record highs. Short exposure across tech is pressing into multi-year highs. If positioning flips the squeeze risk is asymmetric. Are bears about to fund the next leg higher Learn more about macroeconomic regimes"
X Link 2026-02-16T16:49Z [---] followers, [--] engagements
"@robin_j_brooks @IMFNews @pogourinchas "Wild catch by @robin_j_brooks IMF's China export data looks completely broken after [----] massive unexplained spike @IMFNews @pogourinchas any chance this is a glitch messing up global trade stats Or are we seeing something bigger #China #GlobalEconomy""
X Link 2026-02-15T17:16Z [---] followers, [--] engagements
"@robin_j_brooks "Wild catch by @robin_j_brooks IMF's China export data looks completely broken after [----] massive unexplained spike @IMFNews @pogourinchas any chance this is a glitch messing up global trade stats Or are we seeing something bigger #China #GlobalEconomy" Could @IMFNews please check the Direction of Trade (DoT) data which for China's goods exports appear to have a big error DoT data (blue) overlap with China Customs data (black) until end-2024. Then there's a massive jump which throws all other aggregates off. @pogourinchas https://t.co/pU3c1LhKsA Could @IMFNews please check the"
X Link 2026-02-15T17:17Z [---] followers, [--] engagements
"@cryptorover "🔴 $9.6 TRILLION in US Treasuries maturing in the next [--] months at rates [--] higher than when issued. Interest payments already crushing $1T+/yr. This is the real debt wall. Fiat system stress test loading ready Who's still all-in on dollars " 💥BREAKING: $9.6 trillion of U.S. marketable government debt will mature over the next [--] months the most ever. https://t.co/LCh2WJlV93 💥BREAKING: $9.6 trillion of U.S. marketable government debt will mature over the next [--] months the most ever. https://t.co/LCh2WJlV93"
X Link 2026-02-15T17:06Z [---] followers, [--] engagements
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