[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @dampedspring Andy Constan Andy Constan posts on X about stocks, mstr, inflation, fed the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1546222940/interactions)  - X Week XXXXXXXXX +22% - X Month XXXXXXXXX +21% - X Months XXXXXXXXXX +66% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1546222940/posts_active)  - X Week XXX +14% - X Month XXX +44% - X Months XXXXX +5% - X Year XXXXX +34% ### Followers: XXXXXXX [#](/creator/twitter::1546222940/followers)  - X Week XXXXXXX +0.10% - X Month XXXXXXX +0.53% - X Months XXXXXXX +15% - X Year XXXXXXX +24% ### CreatorRank: XXXXXXX [#](/creator/twitter::1546222940/influencer_rank)  ### Social Influence [#](/creator/twitter::1546222940/influence) --- **Social category influence** [finance](/list/finance) #2446 [cryptocurrencies](/list/cryptocurrencies) #1834 [stocks](/list/stocks) #4044 [currencies](/list/currencies) #989 [automotive brands](/list/automotive-brands) #4913 [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [stocks](/topic/stocks) #2865, [mstr](/topic/mstr) #16, [inflation](/topic/inflation) 1.85%, [fed](/topic/fed) 1.85%, [market cap](/topic/market-cap) 1.85%, [powell](/topic/powell) #130, [coins](/topic/coins) #139, [all the](/topic/all-the) 1.48%, [investment](/topic/investment) #640, [money](/topic/money) XXXX% **Top accounts mentioned or mentioned by** [@dannydayan5](/creator/undefined) [@bull422](/creator/undefined) [@bobeunlimited](/creator/undefined) [@jllcam12](/creator/undefined) [@santiagoaufund](/creator/undefined) [@stimpyz1](/creator/undefined) [@dw3p4c](/creator/undefined) [@blacklioncta](/creator/undefined) [@convexitymaven](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@briangobosox](/creator/undefined) [@fejauinc](/creator/undefined) [@curtcarlson99](/creator/undefined) [@danielsimonyi](/creator/undefined) [@bijusdamodaran](/creator/undefined) [@agnostoxxx](/creator/undefined) [@mister_theta](/creator/undefined) [@fejau_inc](/creator/undefined) [@randomal974199](/creator/undefined) [@cnbcfastmoney](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [JPMorgan Chase (JPM)](/topic/$jpm) [BlackCoin (BLK)](/topic/$blk) [Wells Fargo & Co (WFC)](/topic/$wfc) [Texas Instruments (TXN)](/topic/$txn) ### Top Social Posts [#](/creator/twitter::1546222940/posts) --- Top posts by engagements in the last XX hours "Holy shit these guys have lost their fucking minds. algorithmic stable coin turning MSTR into a central bank NO It's an unbacked preferred share unable to be used for any sort of payment system or collateral with a floating dividend This shit makes stable coins look great"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947607818905026642) 2025-07-22 10:41:03 UTC 171.7K followers, 40.6K engagements "None of the above. I have more cash gold and inflation linked bonds than normal but I am still invested long term and as I earn I deploy those earnings mechanical proportionally to what I own today. I am much less invested in U.S. Equities and US long term nominal bonds than normal and more invested in short term nominal bonds. And I am far more invested than normal in ROW DM stocks bonds and inflation linked bonds. My savings are less denominated in USD by a fairly major amount for me. All that said I am happy preserving my wealth avoiding substantive drawdowns making solid double digit"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946640503828812043) 2025-07-19 18:37:17 UTC 171.7K followers, XXX engagements "On @CNBCFastMoney at 5:30 with @karenfinerman @grassosteve @GuyAdami and @timseymour tune in"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945590727548817539) 2025-07-16 21:05:51 UTC 171.7K followers, 17K engagements "Ah the priced action nonsense guys enter the chat. Stocks trend higher all the time Why are those things relevant Remove momentum factor and upward drift of prices and there is zero signal. Has there been autocorrelated prices lately that have been bullish and suggest Momentum. Of course. Yes. Obviously. Are they predictive. Depends on how late the momo factor is"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946942467464478781) 2025-07-20 14:37:11 UTC 171.7K followers, XXX engagements "Various stand measures of Financial Conditions Bloomberg high is easy"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947025081302950336) 2025-07-20 20:05:28 UTC 171.7K followers, 36.2K engagements "A DSData client asked how do vol control funds really work. @DanielSimonyi mocked up a model in a few minutes that used a forward vol estimate with IV RV and a mean reverting RV to get the vol estimate and we added filters so VC fund wouldn't constantly be tweaking. If you have questions like this join DSData. BTW vol control funds have not been buying 115BN because of the roll off of 3month rv from liberation day"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1942593084274991174) 2025-07-08 14:34:17 UTC 171.7K followers, 15K engagements "@financeguyjim No position. Don't trade single names. Like short MSTR long BTC though"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947626776768758220) 2025-07-22 11:56:23 UTC 171.7K followers, XXX engagements "@BijuSDamodaran @DannyDayan5 @McclartyPhilip @briangobosox Only place I see speculation but also not the crazy is in crypto and precious metals. Stonks are not very bubbly though there is always some bubbles"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947043614934044850) 2025-07-20 21:19:06 UTC 171.7K followers, XX engagements "1. Maintain stable nominal value ($100). Literally no guarantee of this X. Deliver adjustable yield mimicking central bank rate targeting. It's floored at SOFR (IF Paid at ALL which is voluntary). X. Be backed by Bitcoin reserves (via MSTR's balance sheet). Unlike Stable coins It's "Backing" is a promise not collateralized if you don't know the difference there is no helping you at all X. Allow daily liquidity and redemption. Maybe but the bid offer spread may be very high and biased to when people want to redeem or subscribe unlike stable coins or MMF's X. Operate outside fiat monetary"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947621759693271085) 2025-07-22 11:36:27 UTC 171.8K followers, XXX engagements "He didn't mean "monetary policy review". Lol of course he did"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947420420480618817) 2025-07-21 22:16:24 UTC 171.7K followers, 22K engagements "Somebody asked my view on AI stocks. Not my lane. There will be many winners and many many losers. My current view is the potential equity market capitalization pie to be split amongst all winners is very big. AND the current market cap of all private and public AI companies is at least 2x the actual pie. Winners with a share of the pie can 4-10x. Losers will get zero"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945890603885084684) 2025-07-17 16:57:27 UTC 171.7K followers, 20.2K engagements "Almost done. tariff "flexibility" got these $QYLD a pretty good fill"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1903134424025231773) 2025-03-21 17:19:39 UTC 171.8K followers, 33.5K engagements "@WarrenTStephens @Dr_Gingerballs Please for the love of everything holy stop quoting David Sacks. You look silly"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947286381979431399) 2025-07-21 13:23:46 UTC 171.7K followers, XXX engagements "Our next Fed chair folks. And you aren't long SFRZ5"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1936040658336096361) 2025-06-20 12:37:17 UTC 171.7K followers, 57.9K engagements "Do the private equity buyers of homes structure the purchases such that if capital tax gains on homes would be eliminated for them too 🧐"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947766871597428905) 2025-07-22 21:13:04 UTC 171.7K followers, 12.7K engagements "NGDP. However sticking to a target is much less disruptive. Inflation targeting allows bond investors to estimate the tax they are paying due to NGDP exceeding their marginal cost of interest with more certainty. Lose that certainty and bond yields rise to reflect greater risk"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1944021323509846164) 2025-07-12 13:09:36 UTC 171.7K followers, XXX engagements "@BijuSDamodaran @DannyDayan5 @McclartyPhilip @briangobosox You are making financial assessments out of an 84Mn market cap ETF. This is not a credible contribution to the discussion"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947027173874827734) 2025-07-20 20:13:46 UTC 171.7K followers, XXX engagements "@MonitorHive How do you know this Is there a Real proposal. Thought Trump just blurted it out"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947783880976593071) 2025-07-22 22:20:39 UTC 171.8K followers, XXX engagements "My quant. Comparing one investment vs another while penalizing one for carry and not the other"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947283177791193260) 2025-07-21 13:11:03 UTC 171.8K followers, 100.8K engagements "Math of above USD Consumer price of imports = USD tariffs + USD importer markup + USD Exporter price If Consumer and importer don't pay tariffs Change in USD Tariffs must be paid by change in USD exporter price USD Exporter price change is local currency export price change * currency change. If USD is falling (it has) local currency export price must fall even more to "absorb the tariff". It's not falling at all"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946183282963489222) 2025-07-18 12:20:27 UTC 171.7K followers, 4466 engagements "FU NYT this is not a goddamn word. Now you are just trolling"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946610622575095843) 2025-07-19 16:38:33 UTC 171.8K followers, 22.9K engagements "@ehrazahmedd This is false and idiotic STRC = Bitcoin-native store-of-value asset for capital preservation + yield"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947616037609918942) 2025-07-22 11:13:42 UTC 171.7K followers, XXX engagements "Oldie but a goodie. Maybe applicable today. (We are so back it turns out)"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947322781865070955) 2025-07-21 15:48:25 UTC 171.8K followers, 26.2K engagements "Wordle 1489 5/6* 🟨 🟨🟨 🟩🟩🟩 🟩🟩🟩 🟩🟩🟩🟩🟩"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945794341361819736) 2025-07-17 10:34:56 UTC 171.7K followers, 11.7K engagements "This one is probably true again fwiw. Andy on the other hand doesn't care much until QRA"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1943733682620989544) 2025-07-11 18:06:37 UTC 171.7K followers, 28.8K engagements "@media_quit That's a personal risk assessment decision"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945876650937200794) 2025-07-17 16:02:00 UTC 171.7K followers, XXX engagements "Why does Trump think interest rates are too high. Like we know he does but has he given a reason"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1943324798106394939) 2025-07-10 15:01:51 UTC 171.7K followers, 191.9K engagements "No position. Honestly it's an okay business. Collect X% NIM with no risk. I believe AUM of stable coins will grow driven by those with Benjamin's in emerging markets who don't want to store paper currency. Also I'm okay with a market share stealing payment system alternative for PayPal Venmo Zelle MMF and Bank Checking and ACH. Don't know what it's priced for cuz not my lane"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947287692389011719) 2025-07-21 13:28:59 UTC 171.7K followers, 1213 engagements "How do you work for this nutso egotist @SecScottBessent"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947045537229783251) 2025-07-20 21:26:45 UTC 171.7K followers, 59.2K engagements "Literally the only conclusion that one can draw from this whole nonsense is @chamath Paper traded this. There is no way that he had this trade and didnt take profits. SO HE DIDN'T HAVE THE TRADE"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947314668365664562) 2025-07-21 15:16:10 UTC 171.7K followers, 34.1K engagements "A few retail trading platforms reporting outages"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1943667850406723823) 2025-07-11 13:45:01 UTC 171.8K followers, 169.4K engagements "@fejau_inc Sounds like you had a hell of a great 4/9/25. Does that track. Did you go from drawdown to flat in X Day"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947113077826011405) 2025-07-21 01:55:08 UTC 171.8K followers, 3363 engagements "@FedGuy12 SLR reform doesn't do shit. Banks have done and always will do ride the curve when it's worth riding and typically overstay their welcome. Today carry sucks and banks don't give a crap"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947289013850673592) 2025-07-21 13:34:14 UTC 171.7K followers, 4417 engagements "Who is your favorite on here for this question the BEST expert on the Japan election outcome and market implications for JPY JGBs etc is"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945819399673245705) 2025-07-17 12:14:31 UTC 171.8K followers, 20.8K engagements "@SHILLWALTON @SantiagoAuFund Rough And why"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946664389588734452) 2025-07-19 20:12:12 UTC 171.7K followers, 2686 engagements "@EdwardBens51817 They are good. They may get worse but may get better"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947258478877135328) 2025-07-21 11:32:54 UTC 171.8K followers, 1576 engagements "A few charts which offset the idea of rampant speculation in equities"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947046871249084586) 2025-07-20 21:32:03 UTC 171.7K followers, 19.1K engagements "Bringing back an oldie. Because stocks NEED inflation. Trolls assemble"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945100103364055266) 2025-07-15 12:36:17 UTC 171.7K followers, 74.7K engagements "@kittiecougar99 Both returns should be calculated as total return on cash invested No opportunity cost is necessary. Alternatively one can also calculate both returns as excess return over return on cash. He seems to do the first one for SPX and the second one for gold which is dopey"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947285825298768243) 2025-07-21 13:21:34 UTC 171.7K followers, 2666 engagements "If you knew for certain that the U.S. equity market is not in a bubble and not inflating like a bubble would you be"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946293510153400719) 2025-07-18 19:38:27 UTC 171.8K followers, 23.6K engagements "@nevergonnaeasy She has already reduced financing to 202bn for Q2. The bills issuance is -316BN in Q2. That alone will bring the tga back to target"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1783061390976061898) 2024-04-24 09:12:17 UTC 171.7K followers, XXX engagements "$BLK $WFC $JPM all blow the doors off printed expectations. Stocks spike and are lower than pre earnings. @DannyDayan5"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945103384777834636) 2025-07-15 12:49:19 UTC 171.8K followers, 16.6K engagements "I see all the GSIBS are passing on their IORB interest to shareholders instead of depositors today. Nice subsidy Fed"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1940164578123686334) 2025-07-01 21:44:16 UTC 171.7K followers, 24.7K engagements "@KurtBauerle @agnostoxxx The guy angling for the job most of all Chris Waller was the most influential dove by far. But for Chris Waller I suspect they would have waited longer. But sure I'll stipulate they cut rates at a bad time. I said so then"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947622800744661273) 2025-07-22 11:40:35 UTC 171.8K followers, XXX engagements "9% cost of cash for MSTR Obviously these guys will cut the dividend of this nonsense fast to as little over SOFR as they can pay. Investors get a super junior preferred with NO exposure to BTC or MSTR upside Investors who buy this shit are even more nuts than any other part of the cap structure $MSTR"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947414051522584579) 2025-07-21 21:51:05 UTC 171.7K followers, 21.5K engagements "@QuyNguy95652467 High bond yields can save currency tho"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1943833209621668219) 2025-07-12 00:42:06 UTC 171.7K followers, XXX engagements "Curve steepness is another bit of FC and it's neutral"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947026711696068942) 2025-07-20 20:11:56 UTC 171.8K followers, 10K engagements "Does anyone feel like they are being manipulated by Trial Balloons"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945511831952371737) 2025-07-16 15:52:21 UTC 171.7K followers, 19.3K engagements "Released yesterday and a month old but makes sense with the major themes I have been harping on. Todays global markets are "A gift" for long term investors Get out of US assets Own more debasement and inflation assets AI exposure is complicated and matters Global slowdown happening and increased likelihood of same due to US policy Non U.S. policymakers have no conflict with mandates and thus more flexibility because they will experience disinflationary slowdowns and have fiscal room unlike the U.S. while U.S. policymakers MAY have higher inflationary pressure and less fiscal flexibility. An"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945858014138843230) 2025-07-17 14:47:57 UTC 171.8K followers, 45K engagements "@chamath at 5x leveraged and 50bp financing spread you made X% and a .25Sharpe. Crappy crappy trade. The peak was sweet at XX% return (should have bragged then dude) cuz you gave back XX% of your return"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947308946416382157) 2025-07-21 14:53:26 UTC 171.7K followers, 66.6K engagements "@DannyDayan5 @McclartyPhilip @briangobosox Wow. We are on completely different pages if 2025 is as easy as 2021. Easy compared April 2025 sure but nowhere near as Easy as 2020 2021 November 2022 post SVB or Halloween 2023"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947017184183468247) 2025-07-20 19:34:05 UTC 171.7K followers, 2126 engagements "@agnostoxxx on the last few minutes. Let's talk about a BITCOIN bank Currently that bank has XXX of Bitcoin as an asset and XX of debt in usd but convert that into BTC at spot plus XX of BTC denominated book equity This pretty much defines MSTR today. Again all denominated in BTC It so happens that this balance sheet trades at XXX ish price to book already on the high side for a bank over long history. You posit a future where BTC is spent as a currency on capital expenditure homes etc. fair enough. Doesn't the ROE depend for this "bank" depend on interest rate generated from lending The BTC"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946626470585171998) 2025-07-19 17:41:31 UTC 171.8K followers, 16.2K engagements "Societies which artificially set short term interest rates low use YCC to set long term interest rates institute price controls on goods and services institute capital controls on investors or more broadly centrally plan the society are:"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946165066815905996) 2025-07-18 11:08:04 UTC 171.7K followers, 26.3K engagements "Is it possible that this guy wants the Fed job for himself No right Right"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946345468998414537) 2025-07-18 23:04:55 UTC 171.8K followers, 26.7K engagements "another day when my large gold allocation feels too small"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947301486465036747) 2025-07-21 14:23:48 UTC 171.8K followers, 28.4K engagements "@MacroMindCap Yes technical analysis is something I am unable to earn alpha on once stripped of momentum factor and drift and I have tried very hard with all the traditional indicators. Few people have any alpha in general and even fewer have alpha using TA stripped of momentum factor"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947069001596596665) 2025-07-20 22:59:59 UTC 171.7K followers, XXX engagements "@thisisorlando How Exactly how would you trade based on this signal"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947074457698218207) 2025-07-20 23:21:40 UTC 171.7K followers, XXX engagements "Worst take ever. None of the short list would mollify markets if Powell is forced out. To be clear if he resigns he was forced out. Mohamed and I are old colleagues but this one is a bad take. Being a martyr and resigning for the moral and ethical cause would backfire. Perhaps the X left leaning Supreme Court justices should resign or all the Trump opposition. Or all institutions threatened by this administration. Nonsense"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947619638143029543) 2025-07-22 11:28:01 UTC 171.7K followers, 75.4K engagements "@lord_fed Dude you are obsessed with me. It's a nice compliment but yikes"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947321907600396514) 2025-07-21 15:44:56 UTC 171.7K followers, 6646 engagements "@SantiagoAuFund Row Dm gdp weighted I don't trade EM but if I did it would be a small allocation with current cy hedged to a diversified DM currency basket"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945928795824750970) 2025-07-17 19:29:13 UTC 171.6K followers, 4058 engagements "@EuropaCrypto8 @DannyDayan5 Where do they get the USD. The person that gives them the USD for the stable coin purchase had USD and was invested in something"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1940843229286687148) 2025-07-03 18:40:59 UTC 171.7K followers, XXX engagements "Take the whole market cap of all AI direct beneficiaries and your estimate of the TAM that valuation represents is it early and everyone wins or late and winners stay big and losers lose"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1943269084717850751) 2025-07-10 11:20:28 UTC 171.7K followers, 15.4K engagements "If Trump could legally fire Powell would he"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945493377065112018) 2025-07-16 14:39:01 UTC 171.7K followers, 11.8K engagements "Swap spreads are fucking tight for FC purposes"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947026705203319218) 2025-07-20 20:11:55 UTC 171.8K followers, 10.3K engagements "When do you buy this thing Down XX% since 5/2/2025. Man talk about key man risk"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1943304777950978553) 2025-07-10 13:42:18 UTC 171.7K followers, 40.4K engagements "@fejau_inc What's the tic toc on the X day recovery"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947098307278377058) 2025-07-21 00:56:26 UTC 171.8K followers, 3216 engagements "@BickerinBrattle Hey George. You've probably written a ton on this but I can't remember (senior moments). What do you think broadly about marginal propensities to consume and save All the same or not"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947022618034356499) 2025-07-20 19:55:40 UTC 171.7K followers, 1549 engagements "In a pure Bitcoin world with no fiat. What is the interest rate one would pay in order to borrow BTC Please for the love of god don't tell me the USD rate. This question is for POST USD borrowing and lending"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946658808689832334) 2025-07-19 19:50:01 UTC 171.7K followers, 157.8K engagements "Very broad wealth increases is very good for NGDP as it lets folks leverage their wealth creating sensible money and dissave. Plus corporations can issue and fund investment at cheap WACC BUT most people own stocks weighted by market cap and some bonds. That thing hasn't gone up much at all this year. Modestly above cash. And if you are foreign your domestic cash wealth has fallen. Unless the economy is going to be powered by those getting richer holding BTC and Crypto and precious metals (wait im being told those folks HODL and don't spend). Then FC is not easing much at all"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947016613452005798) 2025-07-20 19:31:49 UTC 171.8K followers, 19.4K engagements "@fstupart @Dr_Gingerballs I have done extensive research you boob. I'm not listening to the grifters and doing unbiased research. What are you doing"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947281262953025638) 2025-07-21 13:03:26 UTC 171.7K followers, XXX engagements "@TexasOncologist @judahrhodie @Tyler_Neville_ @fejau_inc @agnostoxxx Shrub are you Millenial or young Gen X"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946690824550433263) 2025-07-19 21:57:14 UTC 171.7K followers, XXX engagements "@Dr_Twatter @DannyDayan5 @briangobosox @tylermacro10 Financial conditions. Essentially the price of borrowing the value of collateral that one can dissave at or borrow against the willingness and ability of banks to lend and the printing or destroying of money by the government"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947017699952881754) 2025-07-20 19:36:08 UTC 171.7K followers, XXX engagements "My biggest mistake over the next year will not be whether Trump and bessent manipulate markets to prevent crashes they will just like everyone before them. It will be thinking they won't pump when things are good and will Pump when things are bad. In other words why pump when things are good I don't get it"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947254541168066785) 2025-07-21 11:17:15 UTC 171.7K followers, 28K engagements "@fejau_inc Who's the other dude talking He seems to not understand risk and reward and portfolio diversification AT ALL Really really detracts from you and @agnostoxxx . He says stuff and both of you to pause and change the subject Awful"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946618752121909702) 2025-07-19 17:10:51 UTC 171.7K followers, 9292 engagements "@MasonFoard Except it requires selling in the market and waiting for settlement to get your cash AND it's backed by nothing at all and not FDIC guaranteed. Plus the X% can be cut for no reason at all"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947773896800829526) 2025-07-22 21:40:59 UTC 171.8K followers, 1112 engagements "GDP Now is XXX% and falling for Q2 GDP for Q1 was -XXX% Current "average" is XXXX% What is real GDP for the whole year going to be"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946538903965438074) 2025-07-19 11:53:34 UTC 171.8K followers, 14.3K engagements "Welp at least you got your dividend yield on $TXN this year"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947769462226305338) 2025-07-22 21:23:22 UTC 171.7K followers, 15.4K engagements "@kerryking543 Contribution to the world of music"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947989713413157014) 2025-07-23 11:58:34 UTC 171.8K followers, XXX engagements "On @CNBCFastMoney to talk about the trial balloon today and the upcoming QRA. Will it be two cans of gasoline that could ignite markets or will Trump fiscal policy (tariffs) throw cold water on the economy and markets. Tune in --at 5:30PM (I may get bumped for an earning season announcement tho) @MelissaLeeCNBC @karenfinerman"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945548651855532051) 2025-07-16 18:18:39 UTC 171.8K followers, 14.5K engagements "Stocks can be shorted if the market is not a bubble. Stocks can not be shorted if the market is in a bubble. Thanks for your attention to this matter"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947052616929689932) 2025-07-20 21:54:53 UTC 171.8K followers, 63.1K engagements "I was asked just now by a client if alpha was easier XX years ago. I responded that the internet didn't exist. So yeah. Somewhat easier"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947721464326856816) 2025-07-22 18:12:38 UTC 171.7K followers, 25.7K engagements "I don't what it is but I've never had a good conversation about markets with anyone who mentions the "Eurodollar Market" in the first tweet response or OP. Why is that"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1940919293505577138) 2025-07-03 23:43:14 UTC 171.7K followers, 28.1K engagements "Update on septic system. Absorption field was buried with no access as plans showed. Dug out pumped X by X cast "tank" aerated the sand at bottom raised collar new manhole at grade of slate. Loose slate cover to be installed"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945872183089045587) 2025-07-17 15:44:15 UTC 171.7K followers, 20.7K engagements "@RealJimChanos I was told MSTR was going to reinvent the fixed income markets and access Trillions of financing"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947282212237328597) 2025-07-21 13:07:12 UTC 171.8K followers, 4452 engagements "ROW Assets and even just stocks continue to outperform US Assets and stocks in USD "Get Out" Theme still playing out. More to go"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947402078176919706) 2025-07-21 21:03:31 UTC 171.8K followers, 14.1K engagements "@swisscottaging Cut every allocation by X% and put it into WIP and you have a pretty solid growth balanced purchasing power parity portfolio for a world of fiscal dominance"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947975622237761841) 2025-07-23 11:02:34 UTC 171.8K followers, XXX engagements "Okay. So markets went down a lot and up a lot. That does not give you license to create charts as if you were buying the bottom. U.S. 60/40 is up a little bit more than cash YTD. Get over your selves. Unless you were invested in gold or crypto any passive investor is meh"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947055953511116883) 2025-07-20 22:08:08 UTC 171.8K followers, 24.4K engagements "84 Year old mom health insurance up XX% today"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1945218900288790593) 2025-07-15 20:28:20 UTC 171.8K followers, 52.5K engagements "I encourage you to read my bullish case for equities free blog post in comments . It was written 12/7/24. It wasn't a prediction it was a framework for evaluating markets. My positions have gone back and forth since but the framework remains. I was bearish then and bearish now"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946888694402515299) 2025-07-20 11:03:30 UTC 171.8K followers, 22.6K engagements "Stable coins that eat the world will be XXX% or more backed with USDTbills USD reserves and repo on USD Govies They are senior secured designed to never break the buck and fully backed. Oh they are on chain too. $MSTR $STRC is junior entirely unsecured with a "trust me" rule to protect the buck with a dividend that can be deffered in perpetuity. Oh also can't be levered much and is NOT on chain"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947617914216993246) 2025-07-22 11:21:10 UTC 171.8K followers, 29.9K engagements "Fooling around with various bubble metrics. This chart that @DanielSimonyi from DSDATA built doesn't see much of a bubble at all. I don't like stocks but also think the bubble narrative is overblown. I don't think stocks are in a bubble and a "bubble" doesn't seem to be happening for people to chase either. If there is any bubble it would have to be in stocks of less than 5BN in market cap which tbh who cares"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1946261616296927277) 2025-07-18 17:31:43 UTC 171.8K followers, 18K engagements "The original post did not need any clarification. It was a bad take and this clarification doesn't change it at all. Still bad. You seem to think resigning would somehow change the administrations attacks of Powell and the institution. It wouldn't it would only get worse. "Lock her up" Comey/FBI Sleepy Biden Hunters laptop remain constant despite the years of irrelevancy. Only be staying IN THE SEAT can Powell fight for the institution. Awful Awful Take by you"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947772183809294411) 2025-07-22 21:34:11 UTC 171.8K followers, 8106 engagements "I've never seen things go well for folks taking enough risk on their overall portfolio to experience a X digit percentage return in a year let alone in a month week or day. If you have thats super awesome and you should seriously consider lowering your risk today. I've also rarely seen things go really bad for those who diversify and remain passive and set their risk tolerances at mid teens - twenties annual returns EVEN when a small portion of there book experiences a X digit return"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1947319281898971309) 2025-07-21 15:34:30 UTC 171.8K followers, 65K engagements "The greatest trade I ever was involved with and didn't do a story This story includes Buffett Bridgewater Flash Crash and equity puts/vol. it's a doozy. On 5/3/2010 after decades of trading equity bond and option products I joined Bridgewater and became macro focused"  [@dampedspring](/creator/x/dampedspring) on [X](/post/tweet/1787160090824343915) 2024-05-05 16:39:04 UTC 171.7K followers, 321.5K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@dampedspring Andy Constan
Andy Constan posts on X about stocks, mstr, inflation, fed the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +22%
- X Month XXXXXXXXX +21%
- X Months XXXXXXXXXX +66%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XXX +14%
- X Month XXX +44%
- X Months XXXXX +5%
- X Year XXXXX +34%
Followers: XXXXXXX #
- X Week XXXXXXX +0.10%
- X Month XXXXXXX +0.53%
- X Months XXXXXXX +15%
- X Year XXXXXXX +24%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #2446 cryptocurrencies #1834 stocks #4044 currencies #989 automotive brands #4913 countries XXXX% technology brands XXXX%
Social topic influence stocks #2865, mstr #16, inflation 1.85%, fed 1.85%, market cap 1.85%, powell #130, coins #139, all the 1.48%, investment #640, money XXXX%
Top accounts mentioned or mentioned by @dannydayan5 @bull422 @bobeunlimited @jllcam12 @santiagoaufund @stimpyz1 @dw3p4c @blacklioncta @convexitymaven @bickerinbrattle @briangobosox @fejauinc @curtcarlson99 @danielsimonyi @bijusdamodaran @agnostoxxx @mister_theta @fejau_inc @randomal974199 @cnbcfastmoney
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Galaxy Digital Inc. (GLXY) Iris Energy Limited Ordinary Shares (IREN) JPMorgan Chase (JPM) BlackCoin (BLK) Wells Fargo & Co (WFC) Texas Instruments (TXN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Holy shit these guys have lost their fucking minds. algorithmic stable coin turning MSTR into a central bank NO It's an unbacked preferred share unable to be used for any sort of payment system or collateral with a floating dividend This shit makes stable coins look great"
@dampedspring on X 2025-07-22 10:41:03 UTC 171.7K followers, 40.6K engagements
"None of the above. I have more cash gold and inflation linked bonds than normal but I am still invested long term and as I earn I deploy those earnings mechanical proportionally to what I own today. I am much less invested in U.S. Equities and US long term nominal bonds than normal and more invested in short term nominal bonds. And I am far more invested than normal in ROW DM stocks bonds and inflation linked bonds. My savings are less denominated in USD by a fairly major amount for me. All that said I am happy preserving my wealth avoiding substantive drawdowns making solid double digit" @dampedspring on X 2025-07-19 18:37:17 UTC 171.7K followers, XXX engagements
"On @CNBCFastMoney at 5:30 with @karenfinerman @grassosteve @GuyAdami and @timseymour tune in" @dampedspring on X 2025-07-16 21:05:51 UTC 171.7K followers, 17K engagements
"Ah the priced action nonsense guys enter the chat. Stocks trend higher all the time Why are those things relevant Remove momentum factor and upward drift of prices and there is zero signal. Has there been autocorrelated prices lately that have been bullish and suggest Momentum. Of course. Yes. Obviously. Are they predictive. Depends on how late the momo factor is" @dampedspring on X 2025-07-20 14:37:11 UTC 171.7K followers, XXX engagements
"Various stand measures of Financial Conditions Bloomberg high is easy" @dampedspring on X 2025-07-20 20:05:28 UTC 171.7K followers, 36.2K engagements
"A DSData client asked how do vol control funds really work. @DanielSimonyi mocked up a model in a few minutes that used a forward vol estimate with IV RV and a mean reverting RV to get the vol estimate and we added filters so VC fund wouldn't constantly be tweaking. If you have questions like this join DSData. BTW vol control funds have not been buying 115BN because of the roll off of 3month rv from liberation day" @dampedspring on X 2025-07-08 14:34:17 UTC 171.7K followers, 15K engagements
"@financeguyjim No position. Don't trade single names. Like short MSTR long BTC though" @dampedspring on X 2025-07-22 11:56:23 UTC 171.7K followers, XXX engagements
"@BijuSDamodaran @DannyDayan5 @McclartyPhilip @briangobosox Only place I see speculation but also not the crazy is in crypto and precious metals. Stonks are not very bubbly though there is always some bubbles" @dampedspring on X 2025-07-20 21:19:06 UTC 171.7K followers, XX engagements
"1. Maintain stable nominal value ($100). Literally no guarantee of this X. Deliver adjustable yield mimicking central bank rate targeting. It's floored at SOFR (IF Paid at ALL which is voluntary). X. Be backed by Bitcoin reserves (via MSTR's balance sheet). Unlike Stable coins It's "Backing" is a promise not collateralized if you don't know the difference there is no helping you at all X. Allow daily liquidity and redemption. Maybe but the bid offer spread may be very high and biased to when people want to redeem or subscribe unlike stable coins or MMF's X. Operate outside fiat monetary" @dampedspring on X 2025-07-22 11:36:27 UTC 171.8K followers, XXX engagements
"He didn't mean "monetary policy review". Lol of course he did" @dampedspring on X 2025-07-21 22:16:24 UTC 171.7K followers, 22K engagements
"Somebody asked my view on AI stocks. Not my lane. There will be many winners and many many losers. My current view is the potential equity market capitalization pie to be split amongst all winners is very big. AND the current market cap of all private and public AI companies is at least 2x the actual pie. Winners with a share of the pie can 4-10x. Losers will get zero" @dampedspring on X 2025-07-17 16:57:27 UTC 171.7K followers, 20.2K engagements
"Almost done. tariff "flexibility" got these $QYLD a pretty good fill" @dampedspring on X 2025-03-21 17:19:39 UTC 171.8K followers, 33.5K engagements
"@WarrenTStephens @Dr_Gingerballs Please for the love of everything holy stop quoting David Sacks. You look silly" @dampedspring on X 2025-07-21 13:23:46 UTC 171.7K followers, XXX engagements
"Our next Fed chair folks. And you aren't long SFRZ5" @dampedspring on X 2025-06-20 12:37:17 UTC 171.7K followers, 57.9K engagements
"Do the private equity buyers of homes structure the purchases such that if capital tax gains on homes would be eliminated for them too 🧐" @dampedspring on X 2025-07-22 21:13:04 UTC 171.7K followers, 12.7K engagements
"NGDP. However sticking to a target is much less disruptive. Inflation targeting allows bond investors to estimate the tax they are paying due to NGDP exceeding their marginal cost of interest with more certainty. Lose that certainty and bond yields rise to reflect greater risk" @dampedspring on X 2025-07-12 13:09:36 UTC 171.7K followers, XXX engagements
"@BijuSDamodaran @DannyDayan5 @McclartyPhilip @briangobosox You are making financial assessments out of an 84Mn market cap ETF. This is not a credible contribution to the discussion" @dampedspring on X 2025-07-20 20:13:46 UTC 171.7K followers, XXX engagements
"@MonitorHive How do you know this Is there a Real proposal. Thought Trump just blurted it out" @dampedspring on X 2025-07-22 22:20:39 UTC 171.8K followers, XXX engagements
"My quant. Comparing one investment vs another while penalizing one for carry and not the other" @dampedspring on X 2025-07-21 13:11:03 UTC 171.8K followers, 100.8K engagements
"Math of above USD Consumer price of imports = USD tariffs + USD importer markup + USD Exporter price If Consumer and importer don't pay tariffs Change in USD Tariffs must be paid by change in USD exporter price USD Exporter price change is local currency export price change * currency change. If USD is falling (it has) local currency export price must fall even more to "absorb the tariff". It's not falling at all" @dampedspring on X 2025-07-18 12:20:27 UTC 171.7K followers, 4466 engagements
"FU NYT this is not a goddamn word. Now you are just trolling" @dampedspring on X 2025-07-19 16:38:33 UTC 171.8K followers, 22.9K engagements
"@ehrazahmedd This is false and idiotic STRC = Bitcoin-native store-of-value asset for capital preservation + yield" @dampedspring on X 2025-07-22 11:13:42 UTC 171.7K followers, XXX engagements
"Oldie but a goodie. Maybe applicable today. (We are so back it turns out)" @dampedspring on X 2025-07-21 15:48:25 UTC 171.8K followers, 26.2K engagements
"Wordle 1489 5/6* 🟨 🟨🟨 🟩🟩🟩 🟩🟩🟩 🟩🟩🟩🟩🟩" @dampedspring on X 2025-07-17 10:34:56 UTC 171.7K followers, 11.7K engagements
"This one is probably true again fwiw. Andy on the other hand doesn't care much until QRA" @dampedspring on X 2025-07-11 18:06:37 UTC 171.7K followers, 28.8K engagements
"@media_quit That's a personal risk assessment decision" @dampedspring on X 2025-07-17 16:02:00 UTC 171.7K followers, XXX engagements
"Why does Trump think interest rates are too high. Like we know he does but has he given a reason" @dampedspring on X 2025-07-10 15:01:51 UTC 171.7K followers, 191.9K engagements
"No position. Honestly it's an okay business. Collect X% NIM with no risk. I believe AUM of stable coins will grow driven by those with Benjamin's in emerging markets who don't want to store paper currency. Also I'm okay with a market share stealing payment system alternative for PayPal Venmo Zelle MMF and Bank Checking and ACH. Don't know what it's priced for cuz not my lane" @dampedspring on X 2025-07-21 13:28:59 UTC 171.7K followers, 1213 engagements
"How do you work for this nutso egotist @SecScottBessent" @dampedspring on X 2025-07-20 21:26:45 UTC 171.7K followers, 59.2K engagements
"Literally the only conclusion that one can draw from this whole nonsense is @chamath Paper traded this. There is no way that he had this trade and didnt take profits. SO HE DIDN'T HAVE THE TRADE" @dampedspring on X 2025-07-21 15:16:10 UTC 171.7K followers, 34.1K engagements
"A few retail trading platforms reporting outages" @dampedspring on X 2025-07-11 13:45:01 UTC 171.8K followers, 169.4K engagements
"@fejau_inc Sounds like you had a hell of a great 4/9/25. Does that track. Did you go from drawdown to flat in X Day" @dampedspring on X 2025-07-21 01:55:08 UTC 171.8K followers, 3363 engagements
"@FedGuy12 SLR reform doesn't do shit. Banks have done and always will do ride the curve when it's worth riding and typically overstay their welcome. Today carry sucks and banks don't give a crap" @dampedspring on X 2025-07-21 13:34:14 UTC 171.7K followers, 4417 engagements
"Who is your favorite on here for this question the BEST expert on the Japan election outcome and market implications for JPY JGBs etc is" @dampedspring on X 2025-07-17 12:14:31 UTC 171.8K followers, 20.8K engagements
"@SHILLWALTON @SantiagoAuFund Rough And why" @dampedspring on X 2025-07-19 20:12:12 UTC 171.7K followers, 2686 engagements
"@EdwardBens51817 They are good. They may get worse but may get better" @dampedspring on X 2025-07-21 11:32:54 UTC 171.8K followers, 1576 engagements
"A few charts which offset the idea of rampant speculation in equities" @dampedspring on X 2025-07-20 21:32:03 UTC 171.7K followers, 19.1K engagements
"Bringing back an oldie. Because stocks NEED inflation. Trolls assemble" @dampedspring on X 2025-07-15 12:36:17 UTC 171.7K followers, 74.7K engagements
"@kittiecougar99 Both returns should be calculated as total return on cash invested No opportunity cost is necessary. Alternatively one can also calculate both returns as excess return over return on cash. He seems to do the first one for SPX and the second one for gold which is dopey" @dampedspring on X 2025-07-21 13:21:34 UTC 171.7K followers, 2666 engagements
"If you knew for certain that the U.S. equity market is not in a bubble and not inflating like a bubble would you be" @dampedspring on X 2025-07-18 19:38:27 UTC 171.8K followers, 23.6K engagements
"@nevergonnaeasy She has already reduced financing to 202bn for Q2. The bills issuance is -316BN in Q2. That alone will bring the tga back to target" @dampedspring on X 2024-04-24 09:12:17 UTC 171.7K followers, XXX engagements
"$BLK $WFC $JPM all blow the doors off printed expectations. Stocks spike and are lower than pre earnings. @DannyDayan5" @dampedspring on X 2025-07-15 12:49:19 UTC 171.8K followers, 16.6K engagements
"I see all the GSIBS are passing on their IORB interest to shareholders instead of depositors today. Nice subsidy Fed" @dampedspring on X 2025-07-01 21:44:16 UTC 171.7K followers, 24.7K engagements
"@KurtBauerle @agnostoxxx The guy angling for the job most of all Chris Waller was the most influential dove by far. But for Chris Waller I suspect they would have waited longer. But sure I'll stipulate they cut rates at a bad time. I said so then" @dampedspring on X 2025-07-22 11:40:35 UTC 171.8K followers, XXX engagements
"9% cost of cash for MSTR Obviously these guys will cut the dividend of this nonsense fast to as little over SOFR as they can pay. Investors get a super junior preferred with NO exposure to BTC or MSTR upside Investors who buy this shit are even more nuts than any other part of the cap structure $MSTR" @dampedspring on X 2025-07-21 21:51:05 UTC 171.7K followers, 21.5K engagements
"@QuyNguy95652467 High bond yields can save currency tho" @dampedspring on X 2025-07-12 00:42:06 UTC 171.7K followers, XXX engagements
"Curve steepness is another bit of FC and it's neutral" @dampedspring on X 2025-07-20 20:11:56 UTC 171.8K followers, 10K engagements
"Does anyone feel like they are being manipulated by Trial Balloons" @dampedspring on X 2025-07-16 15:52:21 UTC 171.7K followers, 19.3K engagements
"Released yesterday and a month old but makes sense with the major themes I have been harping on. Todays global markets are "A gift" for long term investors Get out of US assets Own more debasement and inflation assets AI exposure is complicated and matters Global slowdown happening and increased likelihood of same due to US policy Non U.S. policymakers have no conflict with mandates and thus more flexibility because they will experience disinflationary slowdowns and have fiscal room unlike the U.S. while U.S. policymakers MAY have higher inflationary pressure and less fiscal flexibility. An" @dampedspring on X 2025-07-17 14:47:57 UTC 171.8K followers, 45K engagements
"@chamath at 5x leveraged and 50bp financing spread you made X% and a .25Sharpe. Crappy crappy trade. The peak was sweet at XX% return (should have bragged then dude) cuz you gave back XX% of your return" @dampedspring on X 2025-07-21 14:53:26 UTC 171.7K followers, 66.6K engagements
"@DannyDayan5 @McclartyPhilip @briangobosox Wow. We are on completely different pages if 2025 is as easy as 2021. Easy compared April 2025 sure but nowhere near as Easy as 2020 2021 November 2022 post SVB or Halloween 2023" @dampedspring on X 2025-07-20 19:34:05 UTC 171.7K followers, 2126 engagements
"@agnostoxxx on the last few minutes. Let's talk about a BITCOIN bank Currently that bank has XXX of Bitcoin as an asset and XX of debt in usd but convert that into BTC at spot plus XX of BTC denominated book equity This pretty much defines MSTR today. Again all denominated in BTC It so happens that this balance sheet trades at XXX ish price to book already on the high side for a bank over long history. You posit a future where BTC is spent as a currency on capital expenditure homes etc. fair enough. Doesn't the ROE depend for this "bank" depend on interest rate generated from lending The BTC" @dampedspring on X 2025-07-19 17:41:31 UTC 171.8K followers, 16.2K engagements
"Societies which artificially set short term interest rates low use YCC to set long term interest rates institute price controls on goods and services institute capital controls on investors or more broadly centrally plan the society are:" @dampedspring on X 2025-07-18 11:08:04 UTC 171.7K followers, 26.3K engagements
"Is it possible that this guy wants the Fed job for himself No right Right" @dampedspring on X 2025-07-18 23:04:55 UTC 171.8K followers, 26.7K engagements
"another day when my large gold allocation feels too small" @dampedspring on X 2025-07-21 14:23:48 UTC 171.8K followers, 28.4K engagements
"@MacroMindCap Yes technical analysis is something I am unable to earn alpha on once stripped of momentum factor and drift and I have tried very hard with all the traditional indicators. Few people have any alpha in general and even fewer have alpha using TA stripped of momentum factor" @dampedspring on X 2025-07-20 22:59:59 UTC 171.7K followers, XXX engagements
"@thisisorlando How Exactly how would you trade based on this signal" @dampedspring on X 2025-07-20 23:21:40 UTC 171.7K followers, XXX engagements
"Worst take ever. None of the short list would mollify markets if Powell is forced out. To be clear if he resigns he was forced out. Mohamed and I are old colleagues but this one is a bad take. Being a martyr and resigning for the moral and ethical cause would backfire. Perhaps the X left leaning Supreme Court justices should resign or all the Trump opposition. Or all institutions threatened by this administration. Nonsense" @dampedspring on X 2025-07-22 11:28:01 UTC 171.7K followers, 75.4K engagements
"@lord_fed Dude you are obsessed with me. It's a nice compliment but yikes" @dampedspring on X 2025-07-21 15:44:56 UTC 171.7K followers, 6646 engagements
"@SantiagoAuFund Row Dm gdp weighted I don't trade EM but if I did it would be a small allocation with current cy hedged to a diversified DM currency basket" @dampedspring on X 2025-07-17 19:29:13 UTC 171.6K followers, 4058 engagements
"@EuropaCrypto8 @DannyDayan5 Where do they get the USD. The person that gives them the USD for the stable coin purchase had USD and was invested in something" @dampedspring on X 2025-07-03 18:40:59 UTC 171.7K followers, XXX engagements
"Take the whole market cap of all AI direct beneficiaries and your estimate of the TAM that valuation represents is it early and everyone wins or late and winners stay big and losers lose" @dampedspring on X 2025-07-10 11:20:28 UTC 171.7K followers, 15.4K engagements
"If Trump could legally fire Powell would he" @dampedspring on X 2025-07-16 14:39:01 UTC 171.7K followers, 11.8K engagements
"Swap spreads are fucking tight for FC purposes" @dampedspring on X 2025-07-20 20:11:55 UTC 171.8K followers, 10.3K engagements
"When do you buy this thing Down XX% since 5/2/2025. Man talk about key man risk" @dampedspring on X 2025-07-10 13:42:18 UTC 171.7K followers, 40.4K engagements
"@fejau_inc What's the tic toc on the X day recovery" @dampedspring on X 2025-07-21 00:56:26 UTC 171.8K followers, 3216 engagements
"@BickerinBrattle Hey George. You've probably written a ton on this but I can't remember (senior moments). What do you think broadly about marginal propensities to consume and save All the same or not" @dampedspring on X 2025-07-20 19:55:40 UTC 171.7K followers, 1549 engagements
"In a pure Bitcoin world with no fiat. What is the interest rate one would pay in order to borrow BTC Please for the love of god don't tell me the USD rate. This question is for POST USD borrowing and lending" @dampedspring on X 2025-07-19 19:50:01 UTC 171.7K followers, 157.8K engagements
"Very broad wealth increases is very good for NGDP as it lets folks leverage their wealth creating sensible money and dissave. Plus corporations can issue and fund investment at cheap WACC BUT most people own stocks weighted by market cap and some bonds. That thing hasn't gone up much at all this year. Modestly above cash. And if you are foreign your domestic cash wealth has fallen. Unless the economy is going to be powered by those getting richer holding BTC and Crypto and precious metals (wait im being told those folks HODL and don't spend). Then FC is not easing much at all" @dampedspring on X 2025-07-20 19:31:49 UTC 171.8K followers, 19.4K engagements
"@fstupart @Dr_Gingerballs I have done extensive research you boob. I'm not listening to the grifters and doing unbiased research. What are you doing" @dampedspring on X 2025-07-21 13:03:26 UTC 171.7K followers, XXX engagements
"@TexasOncologist @judahrhodie @Tyler_Neville_ @fejau_inc @agnostoxxx Shrub are you Millenial or young Gen X" @dampedspring on X 2025-07-19 21:57:14 UTC 171.7K followers, XXX engagements
"@Dr_Twatter @DannyDayan5 @briangobosox @tylermacro10 Financial conditions. Essentially the price of borrowing the value of collateral that one can dissave at or borrow against the willingness and ability of banks to lend and the printing or destroying of money by the government" @dampedspring on X 2025-07-20 19:36:08 UTC 171.7K followers, XXX engagements
"My biggest mistake over the next year will not be whether Trump and bessent manipulate markets to prevent crashes they will just like everyone before them. It will be thinking they won't pump when things are good and will Pump when things are bad. In other words why pump when things are good I don't get it" @dampedspring on X 2025-07-21 11:17:15 UTC 171.7K followers, 28K engagements
"@fejau_inc Who's the other dude talking He seems to not understand risk and reward and portfolio diversification AT ALL Really really detracts from you and @agnostoxxx . He says stuff and both of you to pause and change the subject Awful" @dampedspring on X 2025-07-19 17:10:51 UTC 171.7K followers, 9292 engagements
"@MasonFoard Except it requires selling in the market and waiting for settlement to get your cash AND it's backed by nothing at all and not FDIC guaranteed. Plus the X% can be cut for no reason at all" @dampedspring on X 2025-07-22 21:40:59 UTC 171.8K followers, 1112 engagements
"GDP Now is XXX% and falling for Q2 GDP for Q1 was -XXX% Current "average" is XXXX% What is real GDP for the whole year going to be" @dampedspring on X 2025-07-19 11:53:34 UTC 171.8K followers, 14.3K engagements
"Welp at least you got your dividend yield on $TXN this year" @dampedspring on X 2025-07-22 21:23:22 UTC 171.7K followers, 15.4K engagements
"@kerryking543 Contribution to the world of music" @dampedspring on X 2025-07-23 11:58:34 UTC 171.8K followers, XXX engagements
"On @CNBCFastMoney to talk about the trial balloon today and the upcoming QRA. Will it be two cans of gasoline that could ignite markets or will Trump fiscal policy (tariffs) throw cold water on the economy and markets. Tune in --at 5:30PM (I may get bumped for an earning season announcement tho) @MelissaLeeCNBC @karenfinerman" @dampedspring on X 2025-07-16 18:18:39 UTC 171.8K followers, 14.5K engagements
"Stocks can be shorted if the market is not a bubble. Stocks can not be shorted if the market is in a bubble. Thanks for your attention to this matter" @dampedspring on X 2025-07-20 21:54:53 UTC 171.8K followers, 63.1K engagements
"I was asked just now by a client if alpha was easier XX years ago. I responded that the internet didn't exist. So yeah. Somewhat easier" @dampedspring on X 2025-07-22 18:12:38 UTC 171.7K followers, 25.7K engagements
"I don't what it is but I've never had a good conversation about markets with anyone who mentions the "Eurodollar Market" in the first tweet response or OP. Why is that" @dampedspring on X 2025-07-03 23:43:14 UTC 171.7K followers, 28.1K engagements
"Update on septic system. Absorption field was buried with no access as plans showed. Dug out pumped X by X cast "tank" aerated the sand at bottom raised collar new manhole at grade of slate. Loose slate cover to be installed" @dampedspring on X 2025-07-17 15:44:15 UTC 171.7K followers, 20.7K engagements
"@RealJimChanos I was told MSTR was going to reinvent the fixed income markets and access Trillions of financing" @dampedspring on X 2025-07-21 13:07:12 UTC 171.8K followers, 4452 engagements
"ROW Assets and even just stocks continue to outperform US Assets and stocks in USD "Get Out" Theme still playing out. More to go" @dampedspring on X 2025-07-21 21:03:31 UTC 171.8K followers, 14.1K engagements
"@swisscottaging Cut every allocation by X% and put it into WIP and you have a pretty solid growth balanced purchasing power parity portfolio for a world of fiscal dominance" @dampedspring on X 2025-07-23 11:02:34 UTC 171.8K followers, XXX engagements
"Okay. So markets went down a lot and up a lot. That does not give you license to create charts as if you were buying the bottom. U.S. 60/40 is up a little bit more than cash YTD. Get over your selves. Unless you were invested in gold or crypto any passive investor is meh" @dampedspring on X 2025-07-20 22:08:08 UTC 171.8K followers, 24.4K engagements
"84 Year old mom health insurance up XX% today" @dampedspring on X 2025-07-15 20:28:20 UTC 171.8K followers, 52.5K engagements
"I encourage you to read my bullish case for equities free blog post in comments . It was written 12/7/24. It wasn't a prediction it was a framework for evaluating markets. My positions have gone back and forth since but the framework remains. I was bearish then and bearish now" @dampedspring on X 2025-07-20 11:03:30 UTC 171.8K followers, 22.6K engagements
"Stable coins that eat the world will be XXX% or more backed with USDTbills USD reserves and repo on USD Govies They are senior secured designed to never break the buck and fully backed. Oh they are on chain too. $MSTR $STRC is junior entirely unsecured with a "trust me" rule to protect the buck with a dividend that can be deffered in perpetuity. Oh also can't be levered much and is NOT on chain" @dampedspring on X 2025-07-22 11:21:10 UTC 171.8K followers, 29.9K engagements
"Fooling around with various bubble metrics. This chart that @DanielSimonyi from DSDATA built doesn't see much of a bubble at all. I don't like stocks but also think the bubble narrative is overblown. I don't think stocks are in a bubble and a "bubble" doesn't seem to be happening for people to chase either. If there is any bubble it would have to be in stocks of less than 5BN in market cap which tbh who cares" @dampedspring on X 2025-07-18 17:31:43 UTC 171.8K followers, 18K engagements
"The original post did not need any clarification. It was a bad take and this clarification doesn't change it at all. Still bad. You seem to think resigning would somehow change the administrations attacks of Powell and the institution. It wouldn't it would only get worse. "Lock her up" Comey/FBI Sleepy Biden Hunters laptop remain constant despite the years of irrelevancy. Only be staying IN THE SEAT can Powell fight for the institution. Awful Awful Take by you" @dampedspring on X 2025-07-22 21:34:11 UTC 171.8K followers, 8106 engagements
"I've never seen things go well for folks taking enough risk on their overall portfolio to experience a X digit percentage return in a year let alone in a month week or day. If you have thats super awesome and you should seriously consider lowering your risk today. I've also rarely seen things go really bad for those who diversify and remain passive and set their risk tolerances at mid teens - twenties annual returns EVEN when a small portion of there book experiences a X digit return" @dampedspring on X 2025-07-21 15:34:30 UTC 171.8K followers, 65K engagements
"The greatest trade I ever was involved with and didn't do a story This story includes Buffett Bridgewater Flash Crash and equity puts/vol. it's a doozy. On 5/3/2010 after decades of trading equity bond and option products I joined Bridgewater and became macro focused" @dampedspring on X 2024-05-05 16:39:04 UTC 171.7K followers, 321.5K engagements