# ![@dampedspring Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1546222940.png) @dampedspring Andy Constan

Andy Constan, a market expert, has returned to Twitter after a two-week break, reintroducing himself and expressing his enthusiasm to contribute to the platform again. He has been sharing his insights on various market topics, including balance sheet expansions, the impact of quantitative tightening (QT), and his views on specific stocks and assets. Constan has also been engaging with other users, offering his perspectives and challenging certain views, showcasing his expertise and experience in the financial markets.

### Engagements: [------] [#](/creator/twitter::1546222940/interactions)
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### Mentions: [--] [#](/creator/twitter::1546222940/posts_active)
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### Followers: [-------] [#](/creator/twitter::1546222940/followers)
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- [--] Week [-------] +3.20%
- [--] Month [-------] +11%
- [--] Months [-------] +25%
- [--] Year [-------] +43%

### CreatorRank: [-------] [#](/creator/twitter::1546222940/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546222940/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39.25% [stocks](/list/stocks)  21.96% [cryptocurrencies](/list/cryptocurrencies)  14.95% [technology brands](/list/technology-brands)  7.94% [currencies](/list/currencies)  3.27% [social networks](/list/social-networks)  3.27% [automotive brands](/list/automotive-brands)  1.4% [countries](/list/countries)  1.4% [musicians](/list/musicians)  0.93% [travel destinations](/list/travel-destinations)  0.47%

**Social topic influence**
[$mstr](/topic/$mstr) #391, [if you](/topic/if-you) 8.88%, [money](/topic/money) 6.07%, [up to](/topic/up-to) 4.21%, [$ibit](/topic/$ibit) #98, [investment](/topic/investment) 4.21%, [in the](/topic/in-the) 3.74%, [debt](/topic/debt) #2221, [silver](/topic/silver) 3.27%, [what is](/topic/what-is) 3.27%

**Top accounts mentioned or mentioned by**
[@morpheus7447x](/creator/undefined) [@lynaldencontact](/creator/undefined) [@johnzabroski](/creator/undefined) [@jadam2122](/creator/undefined) [@dr_gingerballs](/creator/undefined) [@grok](/creator/undefined) [@allbullnobear8](/creator/undefined) [@77augustwest72](/creator/undefined) [@fejauinc](/creator/undefined) [@bauhiniacapital](/creator/undefined) [@jessebabies](/creator/undefined) [@rpom12345](/creator/undefined) [@derivativesdon](/creator/undefined) [@jayarlington](/creator/undefined) [@tor31890388](/creator/undefined) [@superdaveozie](/creator/undefined) [@raven_of_zurich](/creator/undefined) [@subtleinduction](/creator/undefined) [@crayhunter37839](/creator/undefined) [@garyhaubold](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [iShares BTC Trust (IBIT)](/topic/$ibit) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [EAGLE POINT CREDIT COMPANY INC. (ECC)](/topic/$ecc) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Bitcoin (BTC)](/topic/bitcoin) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [IonQ, Inc. (IONQ)](/topic/$ionq) [Dell Technologies, Inc. (DELL)](/topic/dell) [ProCap BTC (BRR)](/topic/$brr) [Stacks (STX)](/topic/$stx) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [UnitedHealth Group (UNH)](/topic/$unh) [Humana Inc (HUM)](/topic/$hum)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What's with the leveraged loan market $ECC"  
[X Link](https://x.com/dampedspring/status/2018699080487014761)  2026-02-03T14:52Z 216.8K followers, 20.3K engagements


"Massive guide on Capex $GOOG. They are gonna have to end share repurchase and issue debt in size"  
[X Link](https://x.com/dampedspring/status/2019155422507114680)  2026-02-04T21:05Z 216.8K followers, 20K engagements


"$GOOG share repurchse 9BN below street expectations - not mine tho. Lol. End of share repurchase era folks"  
[X Link](https://x.com/dampedspring/status/2019157416919888196)  2026-02-04T21:13Z 216.8K followers, 25.2K engagements


"EOD MSTR IBIT rebalance setting up to be epic"  
[X Link](https://x.com/dampedspring/status/2019834920617549882)  2026-02-06T18:05Z 216.8K followers, 22.4K engagements


"Donation is a special case. Obviously charity is a wealth transfer and wonderful. The form of the charity has to be carefully considered But the math is the same. Micheal Dell gives 6.25BN to 12MN newborns or $520 each. He could give stock or cash. The newborns get the charity and that's great If he gives stock and that is a charitable donation of low basis stock the government gets lower tax revenue from him than they would have which means it "borrows to fund the wealth transfer. Micheal gets out of stocks at elevated prices without having to sell in the market and instead jams it into"  
[X Link](https://x.com/dampedspring/status/2020236994081616266)  2026-02-07T20:43Z 216.8K followers, [---] engagements


"Grifter says words. Investors lose 80% $BRR"  
[X Link](https://x.com/dampedspring/status/2020882508082991311)  2026-02-09T15:28Z 216.8K followers, 51.2K engagements


"People laughing about [---] year bonds while overweight assets with no coupon and no maturity at all makes me laugh"  
[X Link](https://x.com/dampedspring/status/2020996408103285162)  2026-02-09T23:01Z 216.8K followers, 22K engagements


"@Citrini7 Ford Motorola JC Penny Disney are all successes"  
[X Link](https://x.com/dampedspring/status/2021199731381477583)  2026-02-10T12:29Z 216.8K followers, [----] engagements


"Do you follow people who guess economic data If they nailed this number (very few did). Were they patting themselves on the back Were they bullish on the open Guessing economic data has virtually no edge"  
[X Link](https://x.com/dampedspring/status/2021607453268262927)  2026-02-11T15:29Z 216.8K followers, 11.1K engagements


"Warsh Waller Miran and Bessent want a smaller fed footprint However the Gang of [--] scare the committee end QT early and start RMO's because they are myopic about a small problem. This DSR outlines a way forward that solves all the problems https://dampedspring.com/wp-content/uploads/2026/02/Letter-to-Kevin-and-Scott.pdf https://dampedspring.com/wp-content/uploads/2026/02/Letter-to-Kevin-and-Scott.pdf"  
[X Link](https://x.com/dampedspring/status/2021669875366924705)  2026-02-11T19:37Z 216.8K followers, 30.4K engagements


"Im certainly no fan of current valuations (though don't ever anchor positions to valuations). But this chart is pretty deceptive. For the entire decade prior NTM Earnings Yields - [--] year rate were deeply negative"  
[X Link](https://x.com/dampedspring/status/2021708912265728117)  2026-02-11T22:12Z 216.8K followers, 14.7K engagements


"Current active convert arbs followers. Been a minute since I did an exchange offering with a company for my convert long. $STX is doing one based on today's price. Is the share amount delivered equal to the delta of the arb or is the share amount the conversion ratio and there's some fun and games around the settlement https://twitter.com/i/web/status/2021973630045888567 https://twitter.com/i/web/status/2021973630045888567"  
[X Link](https://x.com/dampedspring/status/2021973630045888567)  2026-02-12T15:44Z 216.8K followers, [----] engagements


"Really You're better than this my friend. Berkshire Hathaway has operating cash flow of businesses it owns 100% of 30BN per year. $MSTR has negative free cash flow and zero chance of becoming cash flow positive. It is an awful look for a guy with a great understanding of BTC for you to side with people who think MSTR anything other than a leveraged ETF or CEF. You are way way smarter than that"  
[X Link](https://x.com/dampedspring/status/1997071311005208860)  2025-12-05T22:31Z 216.2K followers, 28.1K engagements


"I've spent about [--] hours on the specific topic. I've used multiple AI. I've learned about silver/zinc batteries which used 700oz of silver per torpedo in [----] for propulsion which has been fully replaced by low silver batteries invented since then and much more the use of monopropellants I've researched dozens of retired missile systems and learned about each requirement for a missile from propellant engine guidance physical structural metals used etc. I've considered tomahawks use case and what is likely to be needed for each necessary system and can't find anything that would suggest even"  
[X Link](https://x.com/dampedspring/status/2005357796498550987)  2025-12-28T19:18Z 215.6K followers, [----] engagements


"What is the fair price (fee to the provider) to pay for $1BN of equity capital if you are a high growth company with great prospects and a strong stock price and are raising 16% of market cap. 0-10% 10-20% More cuz opportunity 20-30% 0-10% 10-20% More cuz opportunity 20-30%"  
[X Link](https://x.com/dampedspring/status/2010038066376032339)  2026-01-10T17:16Z 215.4K followers, 10.7K engagements


"Have you heard the term "don't be a dick for a tick" DSPrivate was. We called the tax loss harvesting and bid the close on 12/31. Today with $MTPLF trading at [----] MNAV and $MSTR expanding MNAV to [----] and $IBIT looking incredible as a long digital gold catch up to gold silver I definetly won't be short anything in this complex outright https://twitter.com/i/web/status/2011398680801145063 https://twitter.com/i/web/status/2011398680801145063"  
[X Link](https://x.com/dampedspring/status/2011398680801145063)  2026-01-14T11:23Z 216.1K followers, 17.8K engagements


"Be kind to each other in your neighborhood. Unite don't divide. Listen to those who hold opposing views to you and don't be part of a tribe. Have your own personal moral and ethical grounding. Work on yourself and make every effort to unite people. Those who wish to divide us wish to control us"  
[X Link](https://x.com/dampedspring/status/2015490325238952145)  2026-01-25T18:21Z 211.5K followers, 44.3K engagements


"@fejau_inc @big_duca @ForwardGuidance Said every math PhD hedge fund manager ever"  
[X Link](https://x.com/dampedspring/status/2016098239628378243)  2026-01-27T10:37Z 210.8K followers, [----] engagements


"Interventionist in chief doing some violence to $HUM and $UNH. "Free the Market" #MarketIndependence"  
[X Link](https://x.com/dampedspring/status/2016159774597959990)  2026-01-27T14:42Z 215.5K followers, 10.6K engagements


"A convenient way for a U.S. etf only investor to exit USD cash is to buy a ROW short duration bond ETF. $BWZ is an example that we use for such situations. I'm sure there are others. As a short term bond fund it's not meant to change in price much. But it is long ROW short term "treasuries" so it's exposed to USD weakness https://twitter.com/i/web/status/2016261847943676178 https://twitter.com/i/web/status/2016261847943676178"  
[X Link](https://x.com/dampedspring/status/2016261847943676178)  2026-01-27T21:27Z 213.7K followers, 20.8K engagements


"Fwiw I've been exiting USD assets since inauguration. If you are thinking about doing it today jeez you may be pretty late. The Interventionist in Chief said to sell the UsD today but Bessent will be on walking it back within the next [--] hours. So don't sell the goddamn news. Sell the bounce Of US stocks and bonds and money market cash and bank deposits in USD https://t.co/UXIg1ShUvX Of US stocks and bonds and money market cash and bank deposits in USD https://t.co/UXIg1ShUvX"  
[X Link](https://x.com/dampedspring/status/2016262749576134666)  2026-01-27T21:31Z 211.6K followers, 102.9K engagements


"@Fullcarry Seems to me the only thing that matters to the policy rate is Powell's decision to stay as governor or the administrations ability to fire him and cook and anyone else they don't like"  
[X Link](https://x.com/dampedspring/status/2016519419145462229)  2026-01-28T14:31Z 213.9K followers, [----] engagements


"$STRC distills pure yield from $MSTR shareholders MNAV. $STRC distills pure yield from raw $BTC. Stripping the risk volatility and delta off the commodity. $STRC distills pure yield from raw $BTC. Stripping the risk volatility and delta off the commodity"  
[X Link](https://x.com/dampedspring/status/2016520128041541894)  2026-01-28T14:33Z 211.6K followers, 13.5K engagements


"How low can this go I own gold and don't own BTC but jeez. The whole digital gold thing is in absolute shambles. More like a fad collectible than money"  
[X Link](https://x.com/dampedspring/status/2016638857794437501)  2026-01-28T22:25Z 213.6K followers, 85.2K engagements


"@Brad_Setser 3/30/2025 with the concept but long term ROW bond yields needed to rise first. (They have). We all agree with the concept now"  
[X Link](https://x.com/dampedspring/status/2016668089161519426)  2026-01-29T00:21Z 213.9K followers, [----] engagements


"Let's do the math $MTPLF Each "unit" is [--] shares of stock and .66. [--] year warrant. At [--] vol that warrant is worth 40% of spot. The buyer "overpays" for the [--] share by 5% and is compensated for that by getting .66 free warrants worth of .66*40=26.4% That means the unit which is sold at a 5% premium is worth 21.4% more than they got in proceeds. In other words the unit was sold at a 1- 1/1.214= 17.6% discount This is a substantially better deal than the atrocious deals done by $IONQ twice $ONDS twice and $BMNR once. It's still pretty damn expensive but it's not awful. I expect the buyer will"  
[X Link](https://x.com/dampedspring/status/2016848826082988113)  2026-01-29T12:20Z 215.4K followers, 58.6K engagements


"@edstromandrew Why not $IBIT Why not leveraged $IBIT + $STRC"  
[X Link](https://x.com/dampedspring/status/2016997323247681631)  2026-01-29T22:10Z 214.2K followers, [----] engagements


"If you made an out of consensus call that Warsh would be the fed chair in early December and called him a relative hawk you would have bought him on Kalshi and made a few $1000's and if trading the market would have shorted metals sold a steepener (did a flattener) and longed DXY. https://twitter.com/i/web/status/2017198720677257303 https://twitter.com/i/web/status/2017198720677257303"  
[X Link](https://x.com/dampedspring/status/2017198720677257303)  2026-01-30T11:30Z 212.2K followers, 16.1K engagements


"Holy moly the confidence of pundits about what sort of Fed Chair Warsh will be over the course of his [--] year term based on his "history" is laughable"  
[X Link](https://x.com/dampedspring/status/2017200726313775195)  2026-01-30T11:38Z 214K followers, 84.7K engagements


"He will be the same as every Fed chair before him. Dovish and aligned with the executive office. Aggressive actor when a hint of financial stability enters the stage. And if and only If circumstances of extreme inflation paint him into a box of which they have no choices will act to reduce inflation. Holy moly the confidence of pundits about what sort of Fed Chair Warsh will be over the course of his [--] year term based on his "history" is laughable Holy moly the confidence of pundits about what sort of Fed Chair Warsh will be over the course of his [--] year term based on his "history" is"  
[X Link](https://x.com/dampedspring/status/2017201689355321725)  2026-01-30T11:42Z 213.9K followers, 39.7K engagements


"Are you going to change your positioning due to the New Fed Chair If so what trade and why I'm not changing my view at all fwiw"  
[X Link](https://x.com/dampedspring/status/2017213079457526238)  2026-01-30T12:27Z 214.8K followers, 27.7K engagements


"Remainder of Powell Term Reaction Function model"  
[X Link](https://x.com/dampedspring/status/2017231933407682715)  2026-01-30T13:42Z 211.5K followers, 11.9K engagements


"$ONDS down 24% since the atrocious deal they did. I get interested in the long side below [--] and don't care higher. You're welcome"  
[X Link](https://x.com/dampedspring/status/2017289213067035019)  2026-01-30T17:30Z 214K followers, 35.4K engagements


"If you don't understand this security and its impact and when it ends today you shouldn't be trading $SLV at all 5BN of retail trader long ETF AUM halving today. That's a 2X leveraged ETF's for you https://t.co/ibJQH3qY20 5BN of retail trader long ETF AUM halving today. That's a 2X leveraged ETF's for you https://t.co/ibJQH3qY20"  
[X Link](https://x.com/dampedspring/status/2017302812359577677)  2026-01-30T18:24Z 212.5K followers, 77.4K engagements


"-26%. $ONDS you're welcome. One day I'll buy this thing but that day is not today. $ONDS down 24% since the atrocious deal they did. I get interested in the long side below [--] and don't care higher. You're welcome. $ONDS down 24% since the atrocious deal they did. I get interested in the long side below [--] and don't care higher. You're welcome"  
[X Link](https://x.com/dampedspring/status/2017343205591708139)  2026-01-30T21:04Z 214.9K followers, 20K engagements


"NAV of $AGC fell 60% or 3BN in AUM assuming no redemptions (with redemptions it could be more). That reduces negative gamma in the silver futures market a meaningful amount Imagine vol term structure flattens quite a bit next week"  
[X Link](https://x.com/dampedspring/status/2017350698329899320)  2026-01-30T21:34Z 214.8K followers, 15.3K engagements


"One can make sure banks have ample reserves AND manage the overnight rate AND significantly reduce the balance sheet The existing full federal reserve governorship and presidents and the NYFRB soma portfolio manager simply lack the creativity to do it and instead flood unneeded reserves into the system to bolster a handful of banks. If Warsh is serious about it it isn't hard to do. https://twitter.com/i/web/status/2017357617824461231 https://twitter.com/i/web/status/2017357617824461231"  
[X Link](https://x.com/dampedspring/status/2017357617824461231)  2026-01-30T22:01Z 211.6K followers, 19.7K engagements


"267k followers"  
[X Link](https://x.com/dampedspring/status/2017388796145229959)  2026-01-31T00:05Z 214.8K followers, 258.4K engagements


"A bank fails every [--] weeks in the U.S. and it's very common and they are almost always very small like the one you mentioned which was immediately acquired by another small bank and the FDIC provided 20MN which is teensy. Plus it was well known for months and concluded today. It also had nothing to do with the events of today or silver or gold. You responded with a naive and irrelevant piece of information fwiw. https://twitter.com/i/web/status/2017413421508022614 https://twitter.com/i/web/status/2017413421508022614"  
[X Link](https://x.com/dampedspring/status/2017413421508022614)  2026-01-31T01:43Z 215.4K followers, [----] engagements


"Great back and forth in David's new blog app post. He interviews Damped Spring partner and my great friend Jimmy Jude Link in next comment. Fun read and two great guys"  
[X Link](https://x.com/dampedspring/status/2017625108618064233)  2026-01-31T15:44Z 211.6K followers, 11K engagements


"Yeah deeply flawed work by Dudley. Ignores the runoff was financed with bills and RRP I guarantee if the Fed sold its duration and MBS portfolio at market and bought bills. Financial assets would crater financial conditions would tighten and the economy would slow. QT was muted by Treasury and has yet to actually happen https://twitter.com/i/web/status/2017640549612703877 https://twitter.com/i/web/status/2017640549612703877"  
[X Link](https://x.com/dampedspring/status/2017640549612703877)  2026-01-31T16:46Z 214.9K followers, [----] engagements


"69420 bid if you need liquidity"  
[X Link](https://x.com/dampedspring/status/2017656144152416378)  2026-01-31T17:48Z 215.4K followers, 33.8K engagements


"Can someone credible explain the reason that $MSTR average acquisition cost matters at all"  
[X Link](https://x.com/dampedspring/status/2017665412565971442)  2026-01-31T18:24Z 216.2K followers, 99.6K engagements


"@sidprabhu Yeah I know. I'm all over MSTR. You must have seen a few tweets and podcasts from me. 😅. I'm saying any etf the VWAP may be a signal but MSTR acquisition cost is not the VWAP at all"  
[X Link](https://x.com/dampedspring/status/2017671221400265120)  2026-01-31T18:48Z 212.2K followers, [---] engagements


"@grok what is the average acquisition cost of MSTR's BTC"  
[X Link](https://x.com/dampedspring/status/2017681108050014503)  2026-01-31T19:27Z 213.6K followers, 31.9K engagements


"The daily drawdown of silver was big at 26.4%. Turns out since [----] it was the single biggest drop observed out of [-----] Days. 1/13394 is pretty unusual. Over that time the standard deviation of all daily returns was 2.1%. DO NOT DIVIDE [----] by [---] and say that number out loud or you are most certainly a larping idiot"  
[X Link](https://x.com/dampedspring/status/2017730930765373584)  2026-01-31T22:45Z 211.6K followers, 41.9K engagements


"Purify or nah"  
[X Link](https://x.com/dampedspring/status/2017924078229745924)  2026-02-01T11:32Z 211.5K followers, 10.5K engagements


"Writing a new DSR "A note to Kevin". Started out with the prior Fed failed. But have they Since peak recorded YoY Core CPI it's been [---] years. On the same scale as Volcker peak it seems to have taken the same time and yet volcker needed a recession. Who wore it better"  
[X Link](https://x.com/dampedspring/status/2017937880207798497)  2026-02-01T12:27Z 215.3K followers, 12.2K engagements


"Assuming no change in MNAV $MSTR should trade [---] vs current BTC price fwiw"  
[X Link](https://x.com/dampedspring/status/2018103501214089220)  2026-02-01T23:25Z 215.3K followers, 22.4K engagements


"Current yield curve has twos at [----] and tens at [----]. What yield curve is most appropriate given the economy political reality etc 2s [---] 10's [---] 2's [----] 10's [----] 2's [---] 10's [---] 2's [---] 10's [---] 2s [---] 10's [---] 2's [----] 10's [----] 2's [---] 10's [---] 2's [---] 10's 4.5"  
[X Link](https://x.com/dampedspring/status/2018303029968060863)  2026-02-02T12:38Z 213.9K followers, 11.1K engagements


"Once again #Fintwit embarrassed itself this weekend. Do an audit of who was making extreme statements and passing on disinformation and lying about trades they allegedly did"  
[X Link](https://x.com/dampedspring/status/2018334017452446066)  2026-02-02T14:41Z 214K followers, 21.1K engagements


"Shrinking the balance sheet makes sense to us but let's not get crazy about whether this Fed or the new one will pivot like that. Yes duh it would be a tightening and no Trump won't allow that. But think of it as a tightening that allows the Fed to cut short rates even more to offset the tightening of balance sheet reduction No way Warsh does a tightening. But perhaps he does it if it buys him aggressive cuts"  
[X Link](https://x.com/dampedspring/status/2018363109522468974)  2026-02-02T16:37Z 210.8K followers, 17.1K engagements


"Buyer or seller"  
[X Link](https://x.com/dampedspring/status/2018365484920406046)  2026-02-02T16:46Z 213.7K followers, 15K engagements


"1:25 SLV at the low 2:27 Boil at the low #Degen fun"  
[X Link](https://x.com/dampedspring/status/2018410817524302217)  2026-02-02T19:46Z 211.5K followers, 14.3K engagements


"What desk is the most myopic narrow minded group on the fixed income floor Derivatives/government Mortgages Corporates Finance desk/STIR Derivatives/government Mortgages Corporates Finance desk/STIR"  
[X Link](https://x.com/dampedspring/status/2018420496434352483)  2026-02-02T20:25Z 211.6K followers, 12.4K engagements


"Guy who used to put inflated orders into syndicate books in the 90's somehow forgets the basics $orcl The Oracle bonds are wildly oversubscribed. Talk of it being a new record. Price talk coming in [----] to [--] and change. That's a real good yield and the offering is smaller than expected The Oracle bonds are wildly oversubscribed. Talk of it being a new record. Price talk coming in [----] to [--] and change. That's a real good yield and the offering is smaller than expected"  
[X Link](https://x.com/dampedspring/status/2018427371867545885)  2026-02-02T20:52Z 211.6K followers, 35.5K engagements


"Imagine if you could. If this idea was actionable for alpha what would you do Well you would probably have access to every major sell side firm research portal and systematically set up to notice every change of every company research page. Then you would filter for research suspension. Here's the thing. That idea occurred to the world and was built by dozens scores or hundreds of professional investors 20-25 years ago. It's table stakes kiddies. You have no edge"  
[X Link](https://x.com/dampedspring/status/2018668545886818447)  2026-02-03T12:51Z 209.8K followers, 10.7K engagements


"The scene at $MSTR today (like every day)"  
[X Link](https://x.com/dampedspring/status/2018702555077886438)  2026-02-03T15:06Z 213.7K followers, [----] engagements


"$141 bid $ORCL Mr Valentine has set the price"  
[X Link](https://x.com/dampedspring/status/2018705125783511116)  2026-02-03T15:16Z 216.2K followers, 28.3K engagements


"The good news is each buy will now reduce the average cost of BTC held. $MSTR"  
[X Link](https://x.com/dampedspring/status/2018736312795406831)  2026-02-03T17:20Z 214.1K followers, 20.3K engagements


"@McclartyPhilip Nah. .8MNAV maybe. I am bidding for BTC though 69420"  
[X Link](https://x.com/dampedspring/status/2018759051157332263)  2026-02-03T18:50Z 209.8K followers, [---] engagements


"Is SaaS even cheap"  
[X Link](https://x.com/dampedspring/status/2018809615212073312)  2026-02-03T22:11Z 213.6K followers, 24.7K engagements


"@wannabfoode But they will negotiate harder on price and performance"  
[X Link](https://x.com/dampedspring/status/2018837136603238608)  2026-02-04T00:00Z 211.5K followers, [---] engagements


"Naive SaaS view. Businesses need software. AI generated software is NOT currently trusted for good reasons Business consumption of software will continue at normal unit growth BUT SaaS CO's have lost pricing power due to the disruption. Even though they won't lose until demand any time soon Same thing as labor. Companies still consume unit labor as much but the threat of losing ones job to a bot/robot even if highly unlikely tilts the negotiation position away from the worker"  
[X Link](https://x.com/dampedspring/status/2019020566473187747)  2026-02-04T12:09Z 216.2K followers, 92.6K engagements


"Don't have a dog in this fight. But given Fed policy has influenced the two year for [--] years. How do you know the [--] year will work if it was the rule. Do people with this view go back to how a pre Fed pre cb two year note works or do they just use post CB two year rates and just muck up the analysis with circular logic"  
[X Link](https://x.com/dampedspring/status/2019022936112320661)  2026-02-04T12:19Z 213.6K followers, [----] engagements


"Define trouble That sort of loose language is what makes answering the question difficult. If you define trouble as forced liquidation of BTC holdings that is much much lower and dependent on when it happens Specifically until the 9/15/2027 put date of the 9/15/2028 convert there is zero potential for a forced liquidation of BTC holdings and BTC would have to be 15K or lower to result in a bankruptcy and court order liquidation Other forms of "trouble" could be inability to pay preferred dividends which for the moment they have 2+ years of cash to pay and continue to issue equity and"  
[X Link](https://x.com/dampedspring/status/2019038500033634534)  2026-02-04T13:21Z 213.7K followers, 27.7K engagements


"@KurtBauerle Ah. Yeah but the whole preferred structure is about the same. That said it's a thing that is short 30% strike BTC puts and nothing more. Not good value imho relative to short puts on BTC"  
[X Link](https://x.com/dampedspring/status/2019057134311231622)  2026-02-04T14:35Z 216.2K followers, [---] engagements


"Single digit price now and down 28.7%. Since I posted that this guy did a horrible financing deal for his shareholders paying a hedge fund an absurd amount of money for $1BN of financing at the expense of existing shareholders $ONDS I love the old hacks coming out to take swipes at us. Money shufflers vs Business builders Everyone is welcome to their opinion. https://t.co/YKpJxVu4IV I love the old hacks coming out to take swipes at us. Money shufflers vs Business builders Everyone is welcome to their opinion. https://t.co/YKpJxVu4IV"  
[X Link](https://x.com/dampedspring/status/2019072859448955211)  2026-02-04T15:37Z 216.1K followers, 42.7K engagements


"@MonitorHive I will buy [--] coin. It's win win. If it goes to zero the schaedenfreud pleasure will far outweigh the 69k loss. If it bounces I'll make some money"  
[X Link](https://x.com/dampedspring/status/2019091237031014754)  2026-02-04T16:50Z 212.5K followers, [---] engagements


"@priceactionlab Losing this $69420 would give me more pleasure than you could possibly imagine. Win win"  
[X Link](https://x.com/dampedspring/status/2019103001516851550)  2026-02-04T17:37Z 213.7K followers, [---] engagements


"This was totally due to the QRA Jk jk"  
[X Link](https://x.com/dampedspring/status/2019104134071210078)  2026-02-04T17:41Z 213.6K followers, [----] engagements


"Spy realized vol is still negative carry to vix from front contract vix from yesterday. Not a directional call but this is absolutely nothing move"  
[X Link](https://x.com/dampedspring/status/2019111946818060342)  2026-02-04T18:12Z 214.9K followers, 17.7K engagements


"@RohanJ_Markets How will they fund both buyback and ai capex genius"  
[X Link](https://x.com/dampedspring/status/2019161567699354099)  2026-02-04T21:30Z 213.5K followers, [---] engagements


"@RohanJ_Markets You are making my point. They won't do buybacks"  
[X Link](https://x.com/dampedspring/status/2019165392606818601)  2026-02-04T21:45Z 213.5K followers, [---] engagements


"@Dr_Gingerballs The Newco portions of all the hyperscalers are not profitable and spending like crazy. while the oldco businesses like MSFT software and search advertising are disrupted"  
[X Link](https://x.com/dampedspring/status/2019166013405704380)  2026-02-04T21:47Z 212.6K followers, [----] engagements


"Capex needs funding ORCL did a much smaller capex over the past year and caused its stock to halve and its corporate bonds to increase in spread to treasuries by 100bp"  
[X Link](https://x.com/dampedspring/status/2019171310103122337)  2026-02-04T22:08Z 215.4K followers, 17.6K engagements


"@allbullnobear8 They are great companies. I trust them. That said they need to fund the investment and cutting share repurchases isn't theoretical it's a fact. Perhaps you think share repurchase doesn't matter"  
[X Link](https://x.com/dampedspring/status/2019173459339731342)  2026-02-04T22:17Z 214.8K followers, [---] engagements


"Did share repurchases over the last decade increase company specific and broad multiples Would the end of share repurchases do the opposite Yes. Yes. Yes. No. No. No. No. Yes. Yes. Yes. Yes. No. No. No. No. Yes"  
[X Link](https://x.com/dampedspring/status/2019174604833488905)  2026-02-04T22:21Z 213.7K followers, 12.9K engagements


"@fejau_inc Whether the bet pays off is important for long term. The shift from buybacks to issuance is important short term. Steeper credit and treasury curves and lower multiples first then if the bet pays off that reversed"  
[X Link](https://x.com/dampedspring/status/2019180252560302321)  2026-02-04T22:44Z 213.6K followers, [----] engagements


"@morpheus7447x I don't know. If you pay [---] and get 8% over cash per what odds do you think it assume you could lose 50%"  
[X Link](https://x.com/dampedspring/status/2019189456440312112)  2026-02-04T23:20Z 213.6K followers, [---] engagements


"@DeepDishEnjoyer @Stalker6Zauzich"  
[X Link](https://x.com/dampedspring/status/2019235885427089581)  2026-02-05T02:25Z 213.7K followers, [---] engagements


"2026 is shaping up to be the year of net supply of shares. Reducing share repurchase is estimated here and wildcard which could take us to the first time of net supply since 1H [----] is IPO's. XAi and OpenAi at low floats get us almost to net supply"  
[X Link](https://x.com/dampedspring/status/2019352504082075786)  2026-02-05T10:08Z 215.4K followers, 26.6K engagements


"@CRUDEOIL231 It doesn't help that problem. I'm cloned daily"  
[X Link](https://x.com/dampedspring/status/2019362721008124357)  2026-02-05T10:49Z 213.8K followers, [----] engagements


"@bauhiniacapital So mostly massaging the numbers and market timing not some real world constraint"  
[X Link](https://x.com/dampedspring/status/2019374664896971005)  2026-02-05T11:36Z 213.7K followers, [---] engagements


"How do you do fellow kids. I am in now with a small position that will unlikely grow. I will get great pleasure if BTC goes to zero and I lose this investment and will make a bit of money of it bounces. Win win Please do not follow me as my reasoning is perverse and folks bet way too much in this space. Here is my view While I bought a degen piece of $IBIT today I am NOT including any of my BTC trading in any of my DS portfolios at all. I am NOT convinced of BTC or crypto more broadly as an investable asset class. My reasoning has been and continues to be that as a store of value digital"  
[X Link](https://x.com/dampedspring/status/2019388425866973570)  2026-02-05T12:31Z 215.1K followers, 47.3K engagements


"@EEureka82 My comments on $MSTR and $BMNR saved people the most money by far and was the best value I could offer the last [--] months. But anyway yeah. Back to business"  
[X Link](https://x.com/dampedspring/status/2019393825773428835)  2026-02-05T12:53Z 213.8K followers, [---] engagements


"Companies need money to fund capex. Thats the whole macro theme. QE/YCC/nothing stops this train/tariffs/rate path are all old stale themes. [----] is shaping up to be the year of net supply of shares. Reducing share repurchase is estimated here and wildcard which could take us to the first time of net supply since 1H [----] is IPO's. XAi and OpenAi at low floats get us almost to net supply. https://t.co/Szm2b4i3qU [----] is shaping up to be the year of net supply of shares. Reducing share repurchase is estimated here and wildcard which could take us to the first time of net supply since 1H [----] is"  
[X Link](https://x.com/dampedspring/status/2019395527763456377)  2026-02-05T12:59Z 214.1K followers, 15.1K engagements


"@mcchiperson77 Stable coins are fine for that and enable unbanked emerging markets participants and criminals to transact without having USD volatility so the answer to your question is Mostly no narrow case yes and absolutely no need for it to be BTC"  
[X Link](https://x.com/dampedspring/status/2019399453556535710)  2026-02-05T13:15Z 213.8K followers, [---] engagements


"@Jadam2122 $IBIT"  
[X Link](https://x.com/dampedspring/status/2019413043021594875)  2026-02-05T14:09Z 213.8K followers, [---] engagements


"Guess he didn't wait to Halbierung Semi short oil long unwind For you wolf fans HalBleiter HalBierung For you wolf fans HalBleiter HalBierung"  
[X Link](https://x.com/dampedspring/status/2019423314863878238)  2026-02-05T14:50Z 215.2K followers, 15K engagements


"@MarketMetalysis For Taiwan I just read @Brad_Setser but don't trade it"  
[X Link](https://x.com/dampedspring/status/2019424007716761611)  2026-02-05T14:52Z 213.8K followers, [---] engagements


"@TXMCtrades Timing is tricky. Some have noticed the lagging response of the economy to the post Geneva deal equity rally as an acceleration in growth and made them become recently bullish. A sell off in equities would likely lead a weakening economy. It's tricky innit"  
[X Link](https://x.com/dampedspring/status/2019459080230715446)  2026-02-05T17:12Z 213.9K followers, [----] engagements


"850MN of forced selling wrapping up at 1:25 $SLV $AGQ. Degen long here"  
[X Link](https://x.com/dampedspring/status/2019476596487291276)  2026-02-05T18:21Z 216.2K followers, 42.8K engagements


"I can't believe I'm saying this and it's also just a fair value calculation NOT where this crazy thing should trade BUT Using a Merton framework $MSTR is a call on BTC struck at its debt notional or roughly [-----]. That call now deserves a 4% premium. So "fair value MNAV" is now 1.04x. Should expand as BTC falls (it wont) should contract as the stock rises. https://twitter.com/i/web/status/2019483329255600172 https://twitter.com/i/web/status/2019483329255600172"  
[X Link](https://x.com/dampedspring/status/2019483329255600172)  2026-02-05T18:48Z 216.1K followers, 33.5K engagements


"Not only has $MSTR f*cked up BTC but it's levered ETF's "Amplify" the f*ck up On the close today [----] whole Coins equivalent will be forced sold in the form of MSTR shares into the market to rebalance the leveraged ETF's"  
[X Link](https://x.com/dampedspring/status/2019488969864486917)  2026-02-05T19:11Z 216.2K followers, 44.5K engagements


"@CAssonance Yes and the rebalance is in the same direction whether long or inverse which may seem counterintuitive. Read this for explanation https://t.co/EddjrDjVR3 https://t.co/EddjrDjVR3"  
[X Link](https://x.com/dampedspring/status/2019495450777108931)  2026-02-05T19:36Z 214K followers, [----] engagements


"What's the peak dividend @Saylor is willing to pay on $STRC to get it to trade at par. Currently [-----] before he gives up and this thing has no bottom 12% yield today 13% Roads who needs roads % 15% 12% yield today 13% Roads who needs roads % 15%"  
[X Link](https://x.com/dampedspring/status/2019511631466930362)  2026-02-05T20:41Z 215.2K followers, 12.6K engagements


"Long $MSTR [-----] for a flip"  
[X Link](https://x.com/dampedspring/status/2019513045244924255)  2026-02-05T20:46Z 215.3K followers, 33.8K engagements


"Out $MSTR [------] Long $MSTR [-----] for a flip Long $MSTR [-----] for a flip"  
[X Link](https://x.com/dampedspring/status/2019517825619226647)  2026-02-05T21:05Z 216.2K followers, 30.8K engagements


"May I have an extra 50BN hamburgers that I will gladly pay for on Tuesday. $AMZN"  
[X Link](https://x.com/dampedspring/status/2019519029032153569)  2026-02-05T21:10Z 216.1K followers, 12K engagements


"@fejau_inc Feel free to clip or forward this report which laid out this thesis and that we explored on our forward guidance in January https://dampedspring.com/wp-content/uploads/2025/11/A-Hamburger-Today.pdf https://dampedspring.com/wp-content/uploads/2025/11/A-Hamburger-Today.pdf"  
[X Link](https://x.com/dampedspring/status/2019523408829071658)  2026-02-05T21:27Z 215.1K followers, 10K engagements


"In November we outlined what had to happen to fuel the economic growth priced into markets and what it means. Enjoy free. https://dampedspring.com/wp-content/uploads/2025/11/A-Hamburger-Today.pdf https://dampedspring.com/wp-content/uploads/2025/11/A-Hamburger-Today.pdf"  
[X Link](https://x.com/dampedspring/status/2019523776237453644)  2026-02-05T21:29Z 216.2K followers, 15.6K engagements


"Jesus just ask them how they will pay the dividends and what yield are they willing to pay for the Strc. What happens to the company at a negative MNAV and unacceptable dividend yields required for issuance. You know every question I asked in August. Basically the same question you asked last time but demand and actual answer"  
[X Link](https://x.com/dampedspring/status/2019527002378690670)  2026-02-05T21:42Z 214.7K followers, 15.2K engagements


"@ThinkingBitmex Terrible take. He can issue stock new conveys or preffered to fund the putable bonds or the maturities of not out"  
[X Link](https://x.com/dampedspring/status/2019537880482476320)  2026-02-05T22:25Z 214K followers, 10.8K engagements


"@RhoRider The current one is now 15BN for q1"  
[X Link](https://x.com/dampedspring/status/2019539862962204934)  2026-02-05T22:33Z 215.4K followers, [----] engagements


"I believe he is an optimist about his company and he will pay the preferred dividends until he won't. Fwiw I have traded preferreds for [--] years and until the moment the dividend was cut every ceo was positive and optimistic about the dividend This is not about Saylor this is the nature of corporations. You seem to think I am picking on Saylor. I'm not in this specific thing. I ams saying how the world works such that folks can benefit from someone with perspective and experience https://twitter.com/i/web/status/2019565321720401955 https://twitter.com/i/web/status/2019565321720401955"  
[X Link](https://x.com/dampedspring/status/2019565321720401955)  2026-02-06T00:14Z 214K followers, [---] engagements


"It 💯 is not guaranteed in any way at all. It is highly dependent on the price of BTC and if down or sideways the ability for the company to refinance its convert maturities and dividends when the cash reserve runs out and will require capital markets to allow for more issuance at prices the company finds acceptable https://twitter.com/i/web/status/2019567022342894012 https://twitter.com/i/web/status/2019567022342894012"  
[X Link](https://x.com/dampedspring/status/2019567022342894012)  2026-02-06T00:21Z 214.1K followers, [---] engagements


"Wordle [----] 3/6* 🟩🟨 🟩🟩 🟩🟩🟩🟩🟩"  
[X Link](https://x.com/dampedspring/status/2019746750114812185)  2026-02-06T12:15Z 216.2K followers, [----] engagements


"Spent a lot of time here in the 80's. Anybody recognize it"  
[X Link](https://x.com/dampedspring/status/2019749727080685939)  2026-02-06T12:27Z 216.1K followers, 19.6K engagements


"Wow. You should all read this. I just published a new "Next Economy" post I hope you enjoy the read https://t.co/pcyHpZ19ue I just published a new "Next Economy" post I hope you enjoy the read https://t.co/pcyHpZ19ue"  
[X Link](https://x.com/dampedspring/status/2019754836846105036)  2026-02-06T12:47Z 216.1K followers, 70.8K engagements


"@rpom12345 @fejau_inc Where do the hyperscalers get the money"  
[X Link](https://x.com/dampedspring/status/2019757509964189988)  2026-02-06T12:58Z 214.3K followers, [---] engagements


"@rpom12345 @fejau_inc That's all true it doesn't answer the question about who funds investment and where do they get the money"  
[X Link](https://x.com/dampedspring/status/2019759969638207951)  2026-02-06T13:07Z 214.3K followers, [---] engagements


"Cue all the Furus who were fully invested at the top but claim they bought the dip with made up DCA and other cash that didn't exist for their victory lap"  
[X Link](https://x.com/dampedspring/status/2019785077484302369)  2026-02-06T14:47Z 216.2K followers, 14.7K engagements


"$MSTR MNAV expanded to [----] $STRC up to [----]. You folks have got to be the easiest to manipulate investors on the planet. Be like Mike and sell every MSTR security on every rally/MNAV expansion and buy BTC instead HE IS"  
[X Link](https://x.com/dampedspring/status/2019788718870020286)  2026-02-06T15:02Z 216.2K followers, 13.7K engagements


"Just for fun and lunch money ESH short 6915"  
[X Link](https://x.com/dampedspring/status/2019808684424249635)  2026-02-06T16:21Z 216.2K followers, 13.1K engagements


"@Jadam2122 Nothing really happened. Lol"  
[X Link](https://x.com/dampedspring/status/2019836903487398061)  2026-02-06T18:13Z 214.5K followers, [---] engagements


"@lord_fed Still hope that Trump does drops a tape bomb. With the Olympics and the Super Bowl he may need to shift the conversation back to him like every other weekend but otherwise zzzz"  
[X Link](https://x.com/dampedspring/status/2019850254502490356)  2026-02-06T19:06Z 214.8K followers, [----] engagements


"Is there any active market participant on the planet that doesn't know that the capex spend is going to be absolutely huge"  
[X Link](https://x.com/dampedspring/status/2019863658038276477)  2026-02-06T19:59Z 216.2K followers, 24.9K engagements


"I have no strong opinion and haven't had one because it doesn't matter to me for trading markets. The spend the financing of the spend has very very clear impacts. Betting that it's garbage or betting that it's AGI is equally useful and equally dangerous to one's investments. If you are right what change would you make or for that matter what change have you already made to your investment portfolio https://twitter.com/i/web/status/2019884732117389403 https://twitter.com/i/web/status/2019884732117389403"  
[X Link](https://x.com/dampedspring/status/2019884732117389403)  2026-02-06T21:23Z 214.8K followers, [----] engagements


"I share your concerns. But don't quite understand the need to scream into the void on a multiple time a day basis. You've made a very compelling case for how things play out. Pretty much everyone I interact with on Twitter and likely thousands of others who lurk know you as the AI is garbage guy. I appreciate you've well articulated and staked out this position. Are you seeking to reach a broader audience Pretty much all the audience doesn't know and simply accepts that we will see what happens. Anyway if it gives you pleasure to repeat your case every day multiple times a day I'm here for"  
[X Link](https://x.com/dampedspring/status/2019889605319741888)  2026-02-06T21:43Z 214.6K followers, [----] engagements


"They are simple but often higher fee than necessary. Also the whole concept depends on saving exclusively for the savers lifespan. They are not suited well for savers who have adequate assets to outlive themselves. For those who won't have enough to outlive them. They are fine but again are often expensive from a fees standpoint"  
[X Link](https://x.com/dampedspring/status/2019900606732022137)  2026-02-06T22:26Z 216.2K followers, [---] engagements


"As a new bitcoiner is the bull case [--]. Limited supply results in gains as fiat currency is printed in excess of what is necessary to support the economy (store of value) [--]. Use as a medium of exchange for real world transactions [--]. Way for emerging market and other unbanked people to hold something besides their local currency It seems to me [--] is true of a lot of things and moves in fads [--]. Seems awful for this purpose relative to other forms both fiat and stable. [--] seems literally fully replaced by stable coins. Whats the value proposition"  
[X Link](https://x.com/dampedspring/status/2020154576393867733)  2026-02-07T15:15Z 215.1K followers, [----] engagements


"@langua52266 Except gold works reliably to the thing you want. BTC at least the last [--] years when all you wanted was gold you got nothing from BTC"  
[X Link](https://x.com/dampedspring/status/2020156506193203678)  2026-02-07T15:23Z 215.2K followers, [---] engagements


"@DerivativesDon Looking to short $MSTR as a hedge on a rip"  
[X Link](https://x.com/dampedspring/status/2020157692329767212)  2026-02-07T15:28Z 215.3K followers, [----] engagements


"@LynAldenContact Seems worse for each of the things so the combo is strictly worse it would seem than holding the individuals"  
[X Link](https://x.com/dampedspring/status/2020158082735608255)  2026-02-07T15:29Z 216.2K followers, [----] engagements


"@LynAldenContact Okay it's a correlation diversification of two things that make it better than a combo of two things"  
[X Link](https://x.com/dampedspring/status/2020159299897393267)  2026-02-07T15:34Z 215.4K followers, [----] engagements


"@SecScottBessent @POTUS @TrumpAccounts Bid up existing owners stocks with government debt and fill children with bid up stocks and future taxes to pay to finance the debt. It's a choice"  
[X Link](https://x.com/dampedspring/status/2020194414493331529)  2026-02-07T17:54Z 215.3K followers, 14.7K engagements


"I've known Adam for many years now. Even visited his team down in Grand Cayman and did a podcast with him. He is and always has been a must follow professional Perhaps the most influence he has had on me is he was an early adopter (1Q 2023) of LLM's for summarizing investment research. Anyway I disagree with Grok and value his contribution on Twitter. You should follow him too. 20k is criminally low. My only unsolicited advice for you Adam is to go back to creating more of your own content which is always great and do less retweeting of others. Even mine Asked Grok to review my tweets and"  
[X Link](https://x.com/dampedspring/status/2020235355916489107)  2026-02-07T20:36Z 216.2K followers, 44.8K engagements


"I can tell you my personal view. A $15MN float at [--] is useless A 1BN float at [--] is useless A 10Bn float at [---] is worth thinking about From practical experience the introduction of inflation link bonds took 5-10 years to become mainstream and the early years were massive outperformance vs nominals I consider the track record prior to Late [----] to be completely irrelevant https://twitter.com/i/web/status/2020246647251329180 https://twitter.com/i/web/status/2020246647251329180"  
[X Link](https://x.com/dampedspring/status/2020246647251329180)  2026-02-07T21:21Z 215.3K followers, [---] engagements


"@Hookgrass All good things. Also $5000 is not going to make much of a different. Life changing wealth transfers maybe. This is a gimmick. The goal of improving financial literacy is a good one. Not sure this will have much impact but maybe"  
[X Link](https://x.com/dampedspring/status/2020262051537453473)  2026-02-07T22:23Z 215.3K followers, [---] engagements


"@swedishsamu Or simply not issue more debt Or tax wealth today Or reduce the deficit"  
[X Link](https://x.com/dampedspring/status/2020283651314053288)  2026-02-07T23:48Z 215.3K followers, [---] engagements


"I have read his book and disagree with his thesis and he is a strong proponent of America First policy which values manufacturing jobs because it plays with MAGA base He knows more about trade than I do but I can still see his purely political bias. You seem unable which is very typical of blind biased folks"  
[X Link](https://x.com/dampedspring/status/2020314805039399271)  2026-02-08T01:52Z 215.3K followers, [---] engagements


"Giving some substantial credit to Lighthizers work and also why he is no longer part of the administration is his pro union stance. That stance which is critical to making manufacturing jobs "better" is NOT supported by MAGA today and hence my view on current manufacturing jobs are not Lighthizer jobs. Unfortunately "GOOD" manufacturing jobs mean strong unions And thus uncompetitive costs. Globally competitive manufacturing jobs are NO union jobs and NOT Better jobs https://twitter.com/i/web/status/2020319677109461356 https://twitter.com/i/web/status/2020319677109461356"  
[X Link](https://x.com/dampedspring/status/2020319677109461356)  2026-02-08T02:12Z 215.3K followers, [---] engagements


"It's a fun day when this world class grifter responds to one of my posts"  
[X Link](https://x.com/dampedspring/status/2020453496621814072)  2026-02-08T11:03Z 216.2K followers, 23.9K engagements


"@GenZeroSum @yieldsearcher Very specific. This clip of Jim Cramer "hearing" that the government bought the lows in BTC is not credible in that he is making it up and/or propagating hearsay"  
[X Link](https://x.com/dampedspring/status/2020464572205859327)  2026-02-08T11:47Z 216.2K followers, [---] engagements


"Is taking stocks from rich people and giving them government bonds and giving those stocks to babies and loading the whole of society with more debt to pay back good or bad or it doesn't matter much Good Bad Meh Good Bad Meh"  
[X Link](https://x.com/dampedspring/status/2020506369842205035)  2026-02-08T14:33Z 216.2K followers, 30.8K engagements


"@ChrisGrobbel They have it already. But there is a legitimate case for Trump accounts as a tool for improvement in financial literacy but seems massively ineffecient as the gross majority of the babies and the babies parents won't engage in that educational opportunitu imho"  
[X Link](https://x.com/dampedspring/status/2020512377993626015)  2026-02-08T14:57Z 216.2K followers, [---] engagements


"New Post on the Blog Site. Link in comments. "Trump Accounts and related ideas" - some musings. My blog will always be free do not pay even if it tries to get you to. But please subcribe. Go Pats"  
[X Link](https://x.com/dampedspring/status/2020578985101656517)  2026-02-08T19:22Z 216.2K followers, [----] engagements


"@dan_rios83 @josephwang Amen"  
[X Link](https://x.com/dampedspring/status/2020685534042181820)  2026-02-09T02:25Z 216.3K followers, [---] engagements


"@sidprabhu Right. Not exactly the same. Didn't say exactly. And it's precisely why it's useful for those with 50+ year liabilities. But the hey who all may be dead in [---] years nonsense is practically identical to [--] year bonds"  
[X Link](https://x.com/dampedspring/status/2020987618242990547)  2026-02-09T22:26Z 216.1K followers, [---] engagements


"A corporate bond is a claim on businesses future a stock is a claim on a businesses future. If you think a business is going to cease to exist in [--] years. Why do you think buying equity at a low earnings yield is good and buying a [--] year or longer corporate bond is stupid"  
[X Link](https://x.com/dampedspring/status/2021172597862343160)  2026-02-10T10:41Z 216.2K followers, [----] engagements


"@Ivan_Yuri_Rd Yes Does that mean corporate bonds are stupid and equities are great IF you beleive companies cease to exist in [--] years"  
[X Link](https://x.com/dampedspring/status/2021173504234684790)  2026-02-10T10:44Z 216.2K followers, [---] engagements


"@allbullnobear8 All markets discount. Equities are just as smart as others"  
[X Link](https://x.com/dampedspring/status/2021187419144331778)  2026-02-10T11:40Z 216.1K followers, [---] engagements


"When this guy is providing myth busting you know that the Furus circulating the clip as current are truly the lowest of the lowest. If you are following someone circulating this as current it's a perfect screen to unfollow This clip is circulating everywhere. No President Trump did not say he made a mistake on his nomination of Kevin Warsh for Fed Chair. This clip has been taken out of context. He is referring to his appointment of Fed Chair Powell in [----] because his "Treasury Secretary https://t.co/bH0CPoPx9b This clip is circulating everywhere. No President Trump did not say he made a"  
[X Link](https://x.com/dampedspring/status/2021189793464414664)  2026-02-10T11:49Z 216.2K followers, [----] engagements


"@macropotamus We can't. The consumption tax paid by our corporations and citizens is necessary to fund the otherwise 6% deficit or else the bonds or the USD or both dive"  
[X Link](https://x.com/dampedspring/status/2021194271294931321)  2026-02-10T12:07Z 216.2K followers, [----] engagements


"@jeromeloman That's a feature when inflation is falling"  
[X Link](https://x.com/dampedspring/status/2021201303528214579)  2026-02-10T12:35Z 216.2K followers, [---] engagements


"@RayDalio My entire experience at Bridgewater which was the greatest professional experience of my career was tarnished by your handling of Eileen's Lies. What is your reflection on your handling of that case"  
[X Link](https://x.com/dampedspring/status/2021715529388495250)  2026-02-11T22:38Z 216.1K followers, [---] engagements


"Money shuffling is not what they do. Having been a huge fan of @Dadoftwokidz for may many years I've been quite aware of the company and its business and history. (Tbh I don't trade single stocks much just try to help others). Cool company hot future. If they "cure cancer" tomorrow the stock will rally. I hope they do. But damn they shouldn't have sold the shares at all if that's the short term outlook. They sold 60MN share today. Let's see how they spend it https://twitter.com/i/web/status/2009701432262312013 https://twitter.com/i/web/status/2009701432262312013"  
[X Link](https://x.com/dampedspring/status/2009701432262312013)  2026-01-09T18:58Z 216.5K followers, [---] engagements


"Devaluing the dollar in a meaningful and sustainable way means Foreign Policymakers agree to higher real rates and US lowers real rates US Fed balance sheet increases private sector banks forced to lever up deficit grows and all the money is encouraged to buy foreign assets and imports Foreign investment in US assets is penalized via foreign investor taxes and closing markets to foreign investment (capital controls) Foreigners are banned from buying U.S. goods and services and prevented from travel to the U.S. All these things done at once would devalue the dollar. Otherwise it's artificial."  
[X Link](https://x.com/dampedspring/status/2015029215578472538)  2026-01-24T11:49Z 216.4K followers, 25.1K engagements


"The forced selling is now over. The $AGQ etf has deleveraged. Only selling left is those outright long on margin getting called. Otherwise Rippy Rippy $SLV"  
[X Link](https://x.com/dampedspring/status/2017308952766144820)  2026-01-30T18:48Z 216.5K followers, 241.7K engagements


"Fed balance sheet reduction [---] under the Warsh Miran Bessent Trump dovish fed fund rate hawkish balance sheet regime - a workable plan In order to reduce the balance sheet assets you need to reduce the liabilities The liabilities are Roughly 850BN in TGA 2.4TN in Currency in circulation 2.9TN in bank reserves How do you reduce these things TGA. There are two ways [--]. Term out debt reducing the amount of bills rolling per [--] Day period which lowers the statutory requirement for TGA [--]. Agree with the Fed that any bills owned by the Fed don't count in that calculation and increase the bills"  
[X Link](https://x.com/dampedspring/status/2017609464090697762)  2026-01-31T14:42Z 216.4K followers, 121.5K engagements


"While corrected in comments this is now being reposted by huge accounts. This guy should know better given his "expert in ETF's" role. $SLV Nav is calced on the London Futures close and the "discount" is entirely a timing issue. Terrrible tweet from someone who should know better and should be deleted $SLV closed at a 19% discount to NAV last night by far biggest ever. Insane week. I havent seen anything this wild in the metal world since I watched VH1s Behind the Music on Motley Crew. https://t.co/k82RcBIyWG $SLV closed at a 19% discount to NAV last night by far biggest ever. Insane week. I"  
[X Link](https://x.com/dampedspring/status/2017775808434049025)  2026-02-01T01:43Z 216.5K followers, 54.9K engagements


"Sentiment doesnt change until markets change. Equity Sentiment remains massively bullish. Don't confuse loud voices on twitter with sentiment. If you want to see a big change in sentiment wait for a 10-15% move in either direction. Otherwise its all noise"  
[X Link](https://x.com/dampedspring/status/2018817825192943923)  2026-02-03T22:44Z 216.4K followers, 19.5K engagements


"My only orders today were really pretty funny Bids for $IBIT $ONDS and $ORCL What a list. ND on each"  
[X Link](https://x.com/dampedspring/status/2019153587675471984)  2026-02-04T20:58Z 216.5K followers, 44.9K engagements


"A hedge fund focused on growth companies has done [--] equity and warrant purchases over the past year. 1BN $IONQ 7/7 down 36% 365MN $BMNR 9/17 down 70% 425MN $ONDS 10/7 down 4% 2BN $IONQ 10/10 down 55% 1BN $ONDS 1/7 down 31% If these guys held the shares they would be down 2BN on an investment of just under [---] Bn. But they didn't and sold all their shares and shorted the stocks and hedged warrants they got and are likely up 2Bn. They appear to be the worst stock pickers in history but they aren't. They just sold their bags rapidly to sucker shareholders and monetized their investment."  
[X Link](https://x.com/dampedspring/status/2019383111256027315)  2026-02-05T12:10Z 216.4K followers, 20.1K engagements


"Filled on first lot of $IBIT 1/10 in. Still bid [-----] https://t.co/95OigvC6Re Still bid [-----] https://t.co/95OigvC6Re"  
[X Link](https://x.com/dampedspring/status/2019385368597131289)  2026-02-05T12:19Z 216.5K followers, 15.7K engagements


"Bought my $IBIT. Not bidding for $ONDS or $ORCL My only orders today were really pretty funny Bids for $IBIT $ONDS and $ORCL What a list. ND on each My only orders today were really pretty funny Bids for $IBIT $ONDS and $ORCL What a list. ND on each"  
[X Link](https://x.com/dampedspring/status/2019415143013314965)  2026-02-05T14:17Z 216.5K followers, 33K engagements


"I mean why don't you just call it what it is and have the cap expire on Election Day US Treasury Secretary Bessent: Trump has talked about a 1-Yr cap on card rates. US Treasury Secretary Bessent: Trump has talked about a 1-Yr cap on card rates"  
[X Link](https://x.com/dampedspring/status/2019443088788255194)  2026-02-05T16:08Z 216.4K followers, 20.2K engagements


"You know what was a really bad trade Going long $EL for the son in law trade"  
[X Link](https://x.com/dampedspring/status/2019472243399479714)  2026-02-05T18:04Z 216.4K followers, 13.7K engagements


"@christiaanhtznr My estimate is for Q1 current and went up by 3BN of losses Today"  
[X Link](https://x.com/dampedspring/status/2019519456935047335)  2026-02-05T21:12Z 216.5K followers, [----] engagements


"As a new bitcoiner is the bull case [--]. Limited supply results in gains as fiat currency is printed in excess of what is necessary to support the economy (store of value) [--]. Use as a medium of exchange for real world transactions [--]. Way for emerging market and other unbanked people to hold something besides their local currency It seems to me [--] is true of a lot of things and moves in fads [--]. Seems awful for this purpose relative to other forms both fiat and stable. [--] seems literally fully replaced by stable coins. Whats the value proposition https://twitter.com/i/web/status/2020155984258236893"  
[X Link](https://x.com/dampedspring/status/2020155984258236893)  2026-02-07T15:21Z 216.5K followers, 65.6K engagements


"$MSTR up to [----] MNAV"  
[X Link](https://x.com/dampedspring/status/2020904355168227777)  2026-02-09T16:55Z 216.5K followers, 15.4K engagements


"When this guy is providing myth busting you know that the Furus circulating the clip as referring to his recent Warsh decision are truly the lowest of the lowest. If you are following someone circulating this as a current mistake about Warsh it's a perfect screen to unfollow This clip is circulating everywhere. No President Trump did not say he made a mistake on his nomination of Kevin Warsh for Fed Chair. This clip has been taken out of context. He is referring to his appointment of Fed Chair Powell in [----] because his "Treasury Secretary https://t.co/bH0CPoPx9b This clip is circulating"  
[X Link](https://x.com/dampedspring/status/2021193015222485409)  2026-02-10T12:02Z 216.5K followers, 15.6K engagements


"The total size of the GOOG deal in GBP including the much maligned [---] year bond is 4.5BN and at the initial price talk will be "irrelevant"X oversubscribed"  
[X Link](https://x.com/dampedspring/status/2021193793450418337)  2026-02-10T12:05Z 216.5K followers, 12.7K engagements


"Dumbest trade so far. Had ORCL nailed. Muffed it Bought my $IBIT. Not bidding for $ONDS or $ORCL Bought my $IBIT. Not bidding for $ONDS or $ORCL"  
[X Link](https://x.com/dampedspring/status/2021260175764586507)  2026-02-10T16:29Z 216.5K followers, 14.4K engagements


"Respectfully if the fed didn't exist interest rates in growing countries would be higher than in countries that are not growing. The simple reality is if someone wants to borrow they have to convince someone to lend. If lenders see growth they would rather lend via an equity investment because they participate in growth. So to convince them to lend fixed rate interest rates have to rise. Your understanding of basic economic concepts seems distracted by some idea that the Fed sets interest rates https://twitter.com/i/web/status/2021376551044964543"  
[X Link](https://x.com/dampedspring/status/2021376551044964543)  2026-02-11T00:11Z 216.5K followers, [---] engagements


"@DavidMilliken Is that new. They filed on 2/1"  
[X Link](https://x.com/dampedspring/status/2018801817422033237)  2026-02-03T21:40Z 216.8K followers, [---] engagements


"Still bid 69420"  
[X Link](https://x.com/dampedspring/status/2019081073703948637)  2026-02-04T16:10Z 216.7K followers, 146.9K engagements


"If you bought $STRC for the [-----] annualized return just [--] weeks ago at par you've accrued 11.25*2/52=0.433 in dividends and lost 100-97.28=2.72 in principal marked to market. Thats a 2.72-.43=2.29 loss or 2.29%. Annualize them apples"  
[X Link](https://x.com/dampedspring/status/2019109635773673876)  2026-02-04T18:03Z 216.8K followers, 18.8K engagements


"Is $IONQ cheap yet How about $SKYT"  
[X Link](https://x.com/dampedspring/status/2019504553381515653)  2026-02-05T20:13Z 216.8K followers, [----] engagements


"@CashWithDara Also 3BN ain't going to do shit about intergeneratiobal problems. It's just a gimmick"  
[X Link](https://x.com/dampedspring/status/2020237252396200157)  2026-02-07T20:44Z 216.7K followers, [---] engagements


"This morning I mentioned the huge concession in price talk on the GOOG corporate offering. This afternoon Twitter is abuzz at the 7x over subscription. You look like rookies. When IPT is stupid cheap there is infinite subscriptions and if it was through on the runs there would have been zero interest. You are a rookie if you measure anything with syndicate over/undersubscription Indicated Price Talk on. This $GOOG offering looks like a steal vs existing curve. Duration is building a concession for the calendar and big auctions and fintwit is focused on Bad Bunny 🤦🏻♂and engagement baiting"  
[X Link](https://x.com/dampedspring/status/2020979828858683492)  2026-02-09T21:55Z 216.8K followers, 29.1K engagements


"Would be big. Fwiw he means earnings growth not GDP and just gets confused and is somewhat prone to exaggeration in case you haven't noticed. Trump: The US can grow at 15% if Warsh does the job he's capable of. Trump: The US can grow at 15% if Warsh does the job he's capable of"  
[X Link](https://x.com/dampedspring/status/2020992459732594751)  2026-02-09T22:45Z 216.6K followers, 16K engagements


"Of all the "financial markets and economy" things Trump says this is the one that eats at my core more than any other. A great economy with strong real growth should have higher interest rates than an old dying empire or country whose glory is behind it. Trump: The US should have the lowest interest rates in the world. Trump: The US should have the lowest interest rates in the world"  
[X Link](https://x.com/dampedspring/status/2021367421118910684)  2026-02-10T23:35Z 216.8K followers, 34K engagements


"@JayArlington Let's not change the subject. Do you better understand my tweet and the misunderstanding the supreme leader had about rates"  
[X Link](https://x.com/dampedspring/status/2021380405933527374)  2026-02-11T00:26Z 216.7K followers, [---] engagements


"If AI delivers on its promise it will be the true litmus test for "merit". Some high percentile of society will be deemed unworthy"  
[X Link](https://x.com/dampedspring/status/2021562058253512860)  2026-02-11T12:28Z 216.8K followers, 12.4K engagements


"@Fomaphobic I know all three personally and the last two well and still don't understand your point. Make one or STFU"  
[X Link](https://x.com/dampedspring/status/2021572608014082372)  2026-02-11T13:10Z 216.7K followers, [---] engagements


"@Dr_Gingerballs 100%. I read it as a marketing device to get more $20 subscriptions and used the word "IF". I then followed up with another tweet that was a counterpoint"  
[X Link](https://x.com/dampedspring/status/2021587169777709145)  2026-02-11T14:08Z 216.7K followers, [----] engagements


"@KnifeMackthe Hey. Totally get wanting to stimulate but don't gas light me with balance sheet policy rhetoric"  
[X Link](https://x.com/dampedspring/status/2021649968570962264)  2026-02-11T18:18Z 216.8K followers, [---] engagements


"I see trading the changes in sell side firms restricted list is suddenly something children think is new and insightful $SNDK. Nothing new under the sun kiddies"  
[X Link](https://x.com/dampedspring/status/2018666895927582898)  2026-02-03T12:44Z 216.8K followers, 13.5K engagements


"Down half a years dividend in [--] weeks. Only dopes and cultists buy $STRC at par"  
[X Link](https://x.com/dampedspring/status/2019431871231455267)  2026-02-05T15:24Z 216.8K followers, 14.3K engagements


"@AndreasSteno How do they raise money Have they been sitting out in cash or are they using leverage all of a sudden"  
[X Link](https://x.com/dampedspring/status/2019502823726018634)  2026-02-05T20:06Z 216.8K followers, 15.2K engagements


"Think about this idea. It's pretty simple. The idea is to by government action force all owners of stocks to swap some of their stocks for US Government Bonds such that some other cohort could own stocks but also the aggregate private sector would have more future taxes to pay due to debt No obvious expected NPV benefit for society at large. No NEW stock for society at large to own. Just a risk transfer and a wealth transfer. Then think about market impact. The new accounts bid up the stocks to encourage the old holders to accept the swap of stock for debt. Good for those who own stocks today"  
[X Link](https://x.com/dampedspring/status/2020228034402627936)  2026-02-07T20:07Z 216.8K followers, 43.7K engagements


"Update. Seller at [-----]. Will probably short $MSTR if that BTC price is available AND MNAV expands to [----] and hold the arb $IBIT. Still bid [-----] https://t.co/95OigvC6Re Still bid [-----] https://t.co/95OigvC6Re"  
[X Link](https://x.com/dampedspring/status/2020465664067072268)  2026-02-08T11:52Z 216.8K followers, 30.2K engagements


"Indicated Price Talk on. This $GOOG offering looks like a steal vs existing curve. Duration is building a concession for the calendar and big auctions and fintwit is focused on Bad Bunny 🤦🏻♂and engagement baiting politically divisive tweets"  
[X Link](https://x.com/dampedspring/status/2020845731238838563)  2026-02-09T13:02Z 216.8K followers, 49.4K engagements


"A corporate bond is a claim on businesses future a stock is a claim on a businesses future. If you think a business is going to cease to exist in [--] years. Why do you think buying equity at a low earnings is good and buying a [--] year or longer corporate bond is stupid"  
[X Link](https://x.com/dampedspring/status/2021168023449554961)  2026-02-10T10:23Z 216.8K followers, [----] engagements


"A corporate bond is a claim on businesses future a stock is a claim on a businesses future. IF you think a business is going to cease to exist in [--] years why do you think buying equity at a low earnings yield is good and buying a [--] year or longer corporate bond is stupid"  
[X Link](https://x.com/dampedspring/status/2021174764241334726)  2026-02-10T10:49Z 216.8K followers, 10K engagements


"Even if the first time you heard my year long "Get Out" thesis was during this podcast you have done well. VEA has beaten SPY by 400bp IGOV+WIP have beaten TLT+TIP by 150bp The secular trend of reducing massively overweight USD holdings has years to run https://podcasts.apple.com/us/podcast/monetary-matters-with-jack-farley/id1769093906i=1000746207246 https://podcasts.apple.com/us/podcast/monetary-matters-with-jack-farley/id1769093906i=1000746207246"  
[X Link](https://x.com/dampedspring/status/2021208762925600923)  2026-02-10T13:04Z 216.8K followers, 14.3K engagements


"Wordle [----] 5/6* 🟨🟨 🟨🟩 🟩🟩 🟩🟩🟩🟩 🟩🟩🟩🟩🟩"  
[X Link](https://x.com/dampedspring/status/2021541770333499417)  2026-02-11T11:08Z 216.8K followers, [----] engagements


"BTC Silver Gold are being manipulated by the banks and governments The plunge protection team will prevent all losses on stocks The Fed is a democrat controlled conspiracy QE and YCC is happening The Eurodollar market is signaling an imminent financial crisis There is [-----] lbs of silver in a tomahawk missile Because of 83% and increasing passive indexation stocks will go to zero TSLA will solve humanities problems Am I doing this right https://twitter.com/i/web/status/2005636980227371412 https://twitter.com/i/web/status/2005636980227371412"  
[X Link](https://x.com/dampedspring/status/2005636980227371412)  2025-12-29T13:48Z 216.8K followers, 47.1K engagements


"As mentioned today the 1:25 nav calc time of the $AGQ 2x levered silver etf caused a local low and the fund fell 60% in value. the goat of all goats on topics such as this wrote a great article on the topic https://t.co/EddjrDjVR3 https://t.co/EddjrDjVR3"  
[X Link](https://x.com/dampedspring/status/2017371491621277835)  2026-01-30T22:56Z 216.8K followers, 142K engagements


"Today $MSTR will report a Q4 GAAP accounting loss of $17BN. One of the largest losses in corporate history. Based on current spot my projected loss for Q1 is $12.8BN. Last summer this Ponzi scheme operator tried to compare P/E's of his Ponzi investment vehicle to the broad market and great companies this was deceptive and potentially fraudulent. Will they do it again in the earnings release or nah https://twitter.com/i/web/status/2019374056944857594 https://twitter.com/i/web/status/2019374056944857594"  
[X Link](https://x.com/dampedspring/status/2019374056944857594)  2026-02-05T11:34Z 216.8K followers, 79.9K engagements


"So do I have this right. naive 80/20 level synthesis $Goog. Cloud renter to others. In house AI for profit. Search getting disrupted $MSFT Cloud renter to others. Ownership stake in pure play AI CO's second tier in house Ai renter of AI for product suite product suite getting disrupted $AMZN. Cloud Renter to others no AI at all huge dominant retailer ad model within retailer disrupted $META. Social Media Cloud resources only for them second tier Ai in house ad model dependent perhaps some ad model disruption Open Ai Anthropic XAi pure play Ai."  
[X Link](https://x.com/dampedspring/status/2019922513573105749)  2026-02-06T23:53Z 216.8K followers, 41.7K engagements


"GOOG benchmark offering GOOG benchmark offering"  
[X Link](https://x.com/dampedspring/status/2020843013833171313)  2026-02-09T12:51Z 216.8K followers, 20.2K engagements


"I signed up to CFOsilvia larping as my [--] year old mother. I asked the basic question of "what is a good portfolio". It took [--] minutes to deliver a 5% better than any other robo advisor I have tested in the past. Claude did equally well in [--] seconds"  
[X Link](https://x.com/dampedspring/status/2021188308710084677)  2026-02-10T11:43Z 216.8K followers, 21.6K engagements


"Man long clo equity is rough lately. $ECC"  
[X Link](https://x.com/dampedspring/status/2021364379204333968)  2026-02-10T23:23Z 216.8K followers, 17.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing