#  @infraa_ Robert (infra 🏛️⌛️) The purchasing power of wages and income has been declining over the past few decades, with wages as a share of GDP falling from 48% to 32% and the real purchasing power of wages down by 50% since [----]. The housing market is also showing signs of strain, with a growing share of young adults living with parents, record low affordability, and a significant wealth transfer from younger generations to older ones. Many are pointing to a broken financial system, with concerns about debt, wealth inequality, and the sustainability of social programs like Medicare and Social Security. ### Engagements: [-----] [#](/creator/twitter::1400810066073165832/interactions)  - [--] Week [-------] -35% - [--] Month [---------] +13% - [--] Months [----------] +106% - [--] Year [----------] +291% ### Mentions: [--] [#](/creator/twitter::1400810066073165832/posts_active)  - [--] Month [---] +43% - [--] Months [---] +70% - [--] Year [-----] -3.80% ### Followers: [------] [#](/creator/twitter::1400810066073165832/followers)  - [--] Week [------] +0.03% - [--] Month [------] +1.60% - [--] Months [------] +41% - [--] Year [------] +210% ### CreatorRank: [-------] [#](/creator/twitter::1400810066073165832/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 39% [cryptocurrencies](/list/cryptocurrencies) 15% [currencies](/list/currencies) 6% [countries](/list/countries) 2% [stocks](/list/stocks) 2% [automotive brands](/list/automotive-brands) 2% [exchanges](/list/exchanges) #1086 [technology brands](/list/technology-brands) 1% **Social topic influence** [bitcoin](/topic/bitcoin) #4666, [debt](/topic/debt) 4%, [just a](/topic/just-a) 4%, [level](/topic/level) 4%, [silver](/topic/silver) 4%, [more than](/topic/more-than) 4%, [gold](/topic/gold) 3%, [call me](/topic/call-me) 3%, [in the](/topic/in-the) 3%, [liquidity](/topic/liquidity) 3% **Top accounts mentioned or mentioned by** [@wolf_bitcoin_](/creator/undefined) [@top_sach](/creator/undefined) [@bethechain](/creator/undefined) [@rasmreth](/creator/undefined) [@bitcoinnewscom](/creator/undefined) [@texasrunnerdfw](/creator/undefined) [@gcinvests8](/creator/undefined) [@logicalfool1](/creator/undefined) [@lukedavisgrey](/creator/undefined) [@wolf_financial](/creator/undefined) [@mikemt1000](/creator/undefined) [@lukegromen](/creator/undefined) [@pretentioust10](/creator/undefined) [@iamterryhi](/creator/undefined) [@othrwrldsthnths](/creator/undefined) [@btcmuscle](/creator/undefined) [@jakewujastyk](/creator/undefined) [@melissainca](/creator/undefined) [@hashovercash21](/creator/undefined) [@peruvianbull](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) ### Top Social Posts Top posts by engagements in the last [--] hours "Translation: We're gonna cut the overnight rate to Valhalla issue all our debt in bills and financially repress anyone who holds them Also: stablecoins are the future of finance Absolutely not a coincidence that they would be a large buyer of t-bills Trump has said rate cuts would solve US debt Trump has said rate cuts would solve US debt" [X Link](https://x.com/infraa_/status/2021561866439516583) 2026-02-11T12:28Z 36.5K followers, 12.4K engagements "The eCoNoMy is just a big bailout for boomers nominal home values Home values that can never be allowed to decline because theyve become a nationalized pension fund Oh yeah and youve just priced out the youth from the single biggest driver of wealth while youre at it" [X Link](https://x.com/infraa_/status/1941840274239406407) 2025-07-06T12:42Z 36.5K followers, 51.6K engagements "Of all of the egregious issues with CPI this one is one of the worst. in late [----] the health insurance component 'decreased' by 30% YoY Did BLS measure a 30% decline in insurance premiums Of course not- it was 'retained earnings' of health insurance companies According to the BLS the cost of health insurance is down 32% since [----]. They say the price of health insurance has not changed $1 since [----]. Sure thing https://t.co/sGl1qMhsZl According to the BLS the cost of health insurance is down 32% since [----]. They say the price of health insurance has not changed $1 since [----]. Sure thing" [X Link](https://x.com/infraa_/status/2011262943091134701) 2026-01-14T02:23Z 36.5K followers, [----] engagements ""Retained earnings": the portion of premiums collected by insurance companies that remains after paying out benefits to policyholders essentially representing the insurers' operating margins or profits Mind-blowing. No wonder they call it "CP-Lie"" [X Link](https://x.com/infraa_/status/2011263578511458429) 2026-01-14T02:26Z 36.5K followers, [----] engagements "Wild stuff happening in currency markets USD/CHF (Dollar/Swiss Franc) at the lowest level going back to the PIIGS debt crisis of [----] USD/JPY (Dollar/Yen) now down 1.5% on the day and 2.2% since the intraday high following BoJ rate decision" [X Link](https://x.com/infraa_/status/2014789546723180792) 2026-01-23T19:57Z 36.5K followers, [----] engagements "The DXY dollar index has had the largest 5-day decline since the aftermath of Liberation day in April '25 How the US Dollar Became THE Carry Trade [--]. Eurodollar and Petrodollar system propagated USD throughout the world getting the RoW strung out on USD [--]. A floor in demand for USD is established [--]. Agreement: we will run a trade deficit to get you the USD you want/need [--]. Due to How the US Dollar Became THE Carry Trade [--]. Eurodollar and Petrodollar system propagated USD throughout the world getting the RoW strung out on USD [--]. A floor in demand for USD is established [--]. Agreement: we will" [X Link](https://x.com/infraa_/status/2015805302608904552) 2026-01-26T15:13Z 36.5K followers, [----] engagements "You thought the Zimbabwe [--] trillion note was wild Just wait until we see the first quadrillion note Iranian banks have asked Iran's Central Bank for [---] quadrillion rials (around $3.8 billion) and the Central Bank has agreed to print and loan [--] quadrillion rials (around $1.36 billion) to the banks many of which are insolvent. - Mehr Iranian banks have asked Iran's Central Bank for [---] quadrillion rials (around $3.8 billion) and the Central Bank has agreed to print and loan [--] quadrillion rials (around $1.36 billion) to the banks many of which are insolvent. - Mehr" [X Link](https://x.com/infraa_/status/2016151788878282781) 2026-01-27T14:10Z 36.4K followers, [----] engagements "AS I'VE BEEN SAYING FOR [--] MONTHS: A weaker (fairly valued) dollar *is the entire point* *DOLLAR TUMBLES AFTER TRUMP SAYS NOT CONCERNED WITH ITS DECLINE *DOLLAR TUMBLES AFTER TRUMP SAYS NOT CONCERNED WITH ITS DECLINE" [X Link](https://x.com/infraa_/status/2016254807976378504) 2026-01-27T20:59Z 36.4K followers, 112K engagements "@SpencerHakimian How many times do I have to say it at this point A WEAKER DOLLAR IS THE ENTIRE POINT" [X Link](https://x.com/infraa_/status/2016272767822471296) 2026-01-27T22:11Z 36.4K followers, 31.6K engagements "Just a reminder: The top 0.1% have $13.6 trillion in corporate equities The bottom 50% have $600 billion in equities Top 0.1% have *23x* more wealth in the stock market than the entire lower HALF of the country TRUMP CELEBRATES S&P [---] RECORD HIGH https://t.co/EiikTyk9Xt TRUMP CELEBRATES S&P [---] RECORD HIGH https://t.co/EiikTyk9Xt" [X Link](https://x.com/infraa_/status/2016528458898341897) 2026-01-28T15:07Z 36.5K followers, [----] engagements "Is it a coincidence that gold just so happened to have the single largest daily gain in 6yrs on FOMC day The emperor has no clothes. Gold hasn't had a daily move this large in [--] years. https://t.co/zE6kFhu69x Gold hasn't had a daily move this large in [--] years. https://t.co/zE6kFhu69x" [X Link](https://x.com/infraa_/status/2016630150348275973) 2026-01-28T21:51Z 36.5K followers, 32.8K engagements "@drydenwtbrown Hmm sounds familiar https://x.com/infraa_/status/1850900549488541794s=46&t=nh57Jy1Xf3znUtSmq8UTSQ https://t.co/YYV74K4gSg https://x.com/infraa_/status/1850900549488541794s=46&t=nh57Jy1Xf3znUtSmq8UTSQ https://t.co/YYV74K4gSg" [X Link](https://x.com/infraa_/status/2016710209994182971) 2026-01-29T03:09Z 36.4K followers, [----] engagements "The US Treasury is responsible for dollar/currency policy Do people not know this Powell: we don't comment on the dollar it's not our role WTF Powell: we don't comment on the dollar it's not our role WTF" [X Link](https://x.com/infraa_/status/2016857043756601759) 2026-01-29T12:52Z 36.5K followers, [----] engagements "This wont change until the boomers age out of the voting bloc Theres probably another ten years of this before millennials and zoomers get control The level of populism will be off the charts Silent Depression Pt [--] Boomers' benefits: -Growing 2x the rate of GDP Boomers' assets: -Home equity growing 2x the rate of GDP -Equity holdings growing 5x the rate of GDP The avg zoomer/millenial wage -Growing 66% slower than GDP Is it any wonder we see generational strife https://t.co/DuGj9x4AfH Silent Depression Pt [--] Boomers' benefits: -Growing 2x the rate of GDP Boomers' assets: -Home equity growing" [X Link](https://x.com/infraa_/status/2017021190838382848) 2026-01-29T23:45Z 36.4K followers, [----] engagements "Call me crazy but. I just bought more BTC here at 82600" [X Link](https://x.com/infraa_/status/2017223802577715429) 2026-01-30T13:10Z 36.5K followers, 36.7K engagements "With silver down by 21.6% This would mark the single largest daily decline since [----] *SILVER PLUNGES 20% IN BIGGEST INTRADAY DECLINE SINCE [----] *SILVER PLUNGES 20% IN BIGGEST INTRADAY DECLINE SINCE 2008" [X Link](https://x.com/infraa_/status/2017286090613526940) 2026-01-30T17:17Z 36.4K followers, 13K engagements "Bought even more BTC here at [-----] Still kinda pissed about missing the wick to 75k and would love to buy even more if it goes there again Call me crazy but. I just bought more BTC here at [-----] Call me crazy but. I just bought more BTC here at 82600" [X Link](https://x.com/infraa_/status/2017940648599646590) 2026-02-01T12:38Z 36.5K followers, 46.8K engagements "WHAT HAVE I BEEN SAYING They want Dutch Disease. We want a hint of industrial capacity. Newton's Cradle willmeet in the middle Xi calls for Chinas renminbi to attain global reserve currency status https://t.co/IxfQJp6Tky Xi calls for Chinas renminbi to attain global reserve currency status https://t.co/IxfQJp6Tky" [X Link](https://x.com/infraa_/status/2017950626618220766) 2026-02-01T13:18Z 36.5K followers, [----] engagements "@top_sach maybe so but even without that I'd still happily accumulate more 80" [X Link](https://x.com/infraa_/status/2017952589137277034) 2026-02-01T13:26Z 36.5K followers, [---] engagements "@rasmr_eth Berkshire Hathaway is deadass down [--] THOUSAND dollars from ath" [X Link](https://x.com/infraa_/status/2017969446682509618) 2026-02-01T14:33Z 36.5K followers, [----] engagements "For science: What do you think the low will be on bitcoin 40-49k 49-58k 67-76k 58-67k 40-49k 49-58k 67-76k 58-67k" [X Link](https://x.com/infraa_/status/2017979232643891666) 2026-02-01T15:11Z 36.5K followers, 13.5K engagements "@MikeMt1000 I've paid off like 55k of debt the past 18mo so yeah never going down that road again my goals from NYE of [----] were: -double my income ✔ -pay down 80-90% of my debt (keep some old acts for credit score purposes) ✔ -stack assets ✔" [X Link](https://x.com/infraa_/status/2019066133140164618) 2026-02-04T15:10Z 36.5K followers, [--] engagements "Sure looks like a capitulatory low on IGV fwiw" [X Link](https://x.com/infraa_/status/2019155231179960812) 2026-02-04T21:04Z 36.5K followers, [----] engagements "@LukeGromen @LynAldenContact Ironically my going theory is that the UBI can/will only be funded via massive taxes on the very companies holding everything together (Mag7)" [X Link](https://x.com/infraa_/status/2019186502169919868) 2026-02-04T23:09Z 36.5K followers, [----] engagements "@mark_dow Why dont you go short and add some downside pressure to help that along instead of yapping" [X Link](https://x.com/infraa_/status/2019187704379101556) 2026-02-04T23:13Z 36.5K followers, [----] engagements "@MainStMacroEcon Thank you 🙏🏼 Increasingly convinced IGV is at a local low Sure looks like a capitulatory low on IGV fwiw https://t.co/hS6vYXAB1t Sure looks like a capitulatory low on IGV fwiw https://t.co/hS6vYXAB1t" [X Link](https://x.com/infraa_/status/2019195566161559613) 2026-02-04T23:45Z 36.5K followers, [--] engagements "@ArbitrageAndy1 Im fading tf out of consensus too" [X Link](https://x.com/infraa_/status/2019196622333513742) 2026-02-04T23:49Z 36.5K followers, [----] engagements "Oh yeah were going higher Every Bitcoin analyst is now bearish. https://t.co/eGjQqMkiqW Every Bitcoin analyst is now bearish. https://t.co/eGjQqMkiqW" [X Link](https://x.com/infraa_/status/2019199193630536116) 2026-02-04T23:59Z 36.5K followers, 11.4K engagements "@PretentiousT10 Yea Im sure theyll try to short each bounce for a while" [X Link](https://x.com/infraa_/status/2019213152974733617) 2026-02-05T00:55Z 36.5K followers, [--] engagements "@iamterryhi One of my favorites Single best trading strategy:" [X Link](https://x.com/infraa_/status/2019224210598687103) 2026-02-05T01:39Z 36.5K followers, [---] engagements "bought more at [-----] the fire sale is starting" [X Link](https://x.com/infraa_/status/2019390153081639076) 2026-02-05T12:38Z 36.5K followers, [----] engagements "@BeTheChain let's just say im very happy that instead of bidding 120k I basically eliminated all debt and doubled my income to build cash for this exact scenario" [X Link](https://x.com/infraa_/status/2019392256009203957) 2026-02-05T12:46Z 36.5K followers, [---] engagements "Unpopular opinion but if you aren't hoping for lower prices you either: [--]. Don't know what you really own [--]. Don't have enough conviction [--]. Are using too much leverage [--]. Have a timeframe that's too short If you're this emotionally upset it's probably all [--] Have you noticed a major shift in your mood and behavior since the Bitcoin price crashed a few days ago Over the last [--] years Ive gone on a journey to build a citadel mind and body to be able to handle the 10X problems that will come with a Bitcoin 10X. Even after all the Have you noticed a major shift in your mood and behavior since the" [X Link](https://x.com/infraa_/status/2019393749449863221) 2026-02-05T12:52Z 36.5K followers, 13.4K engagements "@othrwrldsthnths My only question is will this look like a dip in [--] or [--] years Once you think of it that way it's a radically different story imo Also a lesson in why keeping a cash pile is good (I know it's heresy though)" [X Link](https://x.com/infraa_/status/2019404682654015914) 2026-02-05T13:36Z 36.5K followers, [---] engagements "@amitisinvesting For anyone believing Kevin Warsh will hike rates and take the BS to $3.5T: I got a BEAUTIFUL stunning lakefront property outside Kansas City for you" [X Link](https://x.com/infraa_/status/2019412279394287904) 2026-02-05T14:06Z 36.5K followers, [----] engagements "@btc_muscle @Jake__Wujastyk Im glad I built cash from liberation day onward Lots of juicy buys recently I know it sounds like heresy (and sometimes it is a bad idea) but this is why I personally always like to stay about 20% cash" [X Link](https://x.com/infraa_/status/2019554424985960885) 2026-02-05T23:31Z 36.5K followers, [--] engagements "@btc_muscle @Jake__Wujastyk Like yeah if we lived in Venezuela where the dollar is collapsing 15% by the day its probably not a great idea But we (at least rn) get 3.3% on our cash. M2 grows at 8% a year. If youre able to build cash strategically and catch BTC 30% lower it actually paid to be in USD" [X Link](https://x.com/infraa_/status/2019556430102294767) 2026-02-05T23:39Z 36.5K followers, [--] engagements "Many folks talking about a liquidity event and forced deleveraging but implied correlations (while elevated) aren't spiking nearly as much as prior panics We might still have a ways to go (IC compares IV of the index vs the IV of the individual components and spikes in panics) CRYPTO COLLAPSE CONTINUES AS THE GREAT UNWIND CRASHES MARKETS https://t.co/qnkHYGpD66 CRYPTO COLLAPSE CONTINUES AS THE GREAT UNWIND CRASHES MARKETS https://t.co/qnkHYGpD66" [X Link](https://x.com/infraa_/status/2019566340781273399) 2026-02-06T00:18Z 36.5K followers, [----] engagements "When people talk about "correlations going to one" this is what they're referring to "Stocks fall together more than they rise" - you sell what you can not what you want to. VaR shock=forced degrossing VIX also looks pretty tame by all accounts (21) https://x.com/infraa_/status/1899461405281288216s=20 Buy the Dip Implied Correlations - S&P [---] Bottoms: As I've been pointing out on spaces for a few weeks now the Implied Correlation index can be a very useful tool. IC's show the expected move in the index vs its components (higher = more widespread correlation) Gives you a" [X Link](https://x.com/infraa_/status/2019568375475892556) 2026-02-06T00:26Z 36.5K followers, [----] engagements "Just a PSA: -these sort of posts assume that markets follow a normal/Gaussian (random) distribution - they don't [----] days is not enough time to capture the fatter tails that would especially be present in BTC Doesn't factor skew or volatility clustering either [-----] Standard Deviations. We just witnessed a [-----] move in $BTC using a 200-day lookback. To put that in perspective this volatility profile has only been reached [--] times since inception (July [--] 2010) or 0.07% of all trading days since inception (July [--] 2010) https://t.co/HlyZwK46DR [-----] Standard Deviations. We just witnessed a" [X Link](https://x.com/infraa_/status/2019744303430426821) 2026-02-06T12:05Z 36.5K followers, [----] engagements "In fact bitcoin's return profile is VERY abnormal: Bitcoin's kurtosis (fattness of the tails) is [--] (leptokurtic) and therefore has a much higher probability of extreme 'outlier' events- a normal distribution= kurtosis of [--] For comparison WTI=6 EUR/USD=6 USTs=5" [X Link](https://x.com/infraa_/status/2019746050806878334) 2026-02-06T12:12Z 36.5K followers, [----] engagements "@AnnaEconomist @kevg1412 Ironically a little equity market weakness could help the administration get to their goal of eliminating the trade deficit" [X Link](https://x.com/infraa_/status/2019778426090205370) 2026-02-06T14:21Z 36.5K followers, [---] engagements "@GrantCardone Yea pretty clear capitulation https://x.com/infraa_/status/2019438764213633308s=46&t=nh57Jy1Xf3znUtSmq8UTSQ Bought more at [-----] This looks like that waterfall capitulation imo https://x.com/infraa_/status/2019438764213633308s=46&t=nh57Jy1Xf3znUtSmq8UTSQ Bought more at [-----] This looks like that waterfall capitulation imo" [X Link](https://x.com/infraa_/status/2019907055549894672) 2026-02-06T22:52Z 36.5K followers, [----] engagements "@BeTheChain @ThemesETFs I mean most PM and BTC ppl are pretty privacy oriented so probably never" [X Link](https://x.com/infraa_/status/2019927895045730496) 2026-02-07T00:15Z 36.5K followers, [--] engagements "@GCinvests8 @Melissa_in_CA Nah Ive always been extremely skeptical of all that stuff But a few months ago I decided to just listen to the Stargate tapes (just to see if it jogged anything re: GATE) and within about 20sec I was overwhelmed with a feeling so uncomfortable that I felt physically ill" [X Link](https://x.com/infraa_/status/2020532542492082426) 2026-02-08T16:17Z 36.5K followers, [---] engagements "Im still somewhat of a skeptic (maybe agnostic is more accurate) but all I know is reading/watching some of the GATE stuff has caused a visceral reaction that i dont experience often Stargate tapes seeing the Zener cards again (which are one of my only memories) pink liquid etc https://twitter.com/i/web/status/2020535955657306464 https://twitter.com/i/web/status/2020535955657306464" [X Link](https://x.com/infraa_/status/2020535955657306464) 2026-02-08T16:31Z 36.5K followers, [---] engagements "@farrmacro You dont get it You dont just Ctrl C + Ctrl V on BTC You have to get buy in from the miners (electricity + compute). Right now BTC uses about 1% of all electricity generated in the world You think itll be easy to overthrow that degree of adoption" [X Link](https://x.com/infraa_/status/2020540939031466210) 2026-02-08T16:51Z 36.5K followers, [----] engagements "@Melissa_in_CA @GCinvests8 Yeah San Diego area" [X Link](https://x.com/infraa_/status/2020642166234820712) 2026-02-08T23:33Z 36.5K followers, [---] engagements "Reminder: The median boomer is actually not in great shape. Sure the average boomer is driven by the upper leg of the K The median boomer has $100k in their retirement act-vast majority of their wealth is in their home Housing became a nationalized pension fund for boomers More than half of Americas wealth belongs to baby boomers with most of it tied to their real estate per Northwestern Mutual. More than half of Americas wealth belongs to baby boomers with most of it tied to their real estate per Northwestern Mutual" [X Link](https://x.com/infraa_/status/1988035879609528556) 2025-11-11T00:07Z 36.5K followers, 30K engagements "It's 1989: You're [--] working in management at Sony Life's good- your real estate is booming bonuses are fat & the Nikkei's unstoppable You pour savings into stocks like Honda & Sony "Just a few years" 3yrs later-you're down 62% & won't get back to break even until you're 80" [X Link](https://x.com/infraa_/status/2004184200539521512) 2025-12-25T13:35Z 36.5K followers, 447.5K engagements "And yeah [----] is much higher:" [X Link](https://x.com/infraa_/status/2019764686984462845) 2026-02-06T13:26Z 36.5K followers, [----] engagements "How do we fund the inevitable UBI How do the software engineers pay their mortgage their car note their grocery bills etc What happens in a credit contraction that plunges the country into a recession What does a recession do to our deficit" [X Link](https://x.com/infraa_/status/2020545814356164843) 2026-02-08T17:10Z 36.5K followers, [----] engagements "Our current position cant allow a deflationary shock -4.5% current account deficit -6% fiscal deficit -125% debt/GDP -interest at 23% of receipts (and growing 15% YoY) -mandatory spending 100% of receipts If the techno futurist e/acc crowd is correct theyll print so much" [X Link](https://x.com/infraa_/status/2020547125688537582) 2026-02-08T17:15Z 36.5K followers, [----] engagements "Its like theyre trying to throw the midterms on purpose or something Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK" [X Link](https://x.com/infraa_/status/2021691495766524373) 2026-02-11T21:03Z 36.5K followers, [----] engagements "In a world of Chief Willoughby's be a Mildred Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK" [X Link](https://x.com/infraa_/status/2021930277208305708) 2026-02-12T12:51Z 36.5K followers, [----] engagements "@SCHIZO_FREQ No I think she's just genuinely retarded" [X Link](https://x.com/infraa_/status/2021931760767111335) 2026-02-12T12:57Z 36.5K followers, [---] engagements "Fun fact: The war effort and the enormous western sanctions have had absolutely [--] effect on the ruble/dollar exchange rate It's trading at exactly the same level as when sanctions were announced in February [----] RUSSIA'S PUTIN: RUSSIA'S GDP UP 1% IN [----] RUSSIA'S PUTIN: RUSSIA'S GDP UP 1% IN 2025" [X Link](https://x.com/infraa_/status/2018727841123447096) 2026-02-03T16:46Z 36.5K followers, [----] engagements "@DeItaone lmao this is who governs you" [X Link](https://x.com/infraa_/status/2019078764886471076) 2026-02-04T16:01Z 36.5K followers, [----] engagements "@HashOverCash21 don't forget to mine BTC too thinking about getting a Canaan Q to add to my hydros" [X Link](https://x.com/infraa_/status/2019066859715514447) 2026-02-04T15:13Z 36.5K followers, [---] engagements "660 billion dollars of Capex this year on AI data centers. To put a number like that in perspective this is more than what we spent on the U.S. interstate highway system (630 billion) more than what we spent on the Apollo Moon Program (257 billion) more than what we spent on [---] billion dollars of Capex this year on AI data centers. To put a number like that in perspective this is more than what we spent on the U.S. interstate highway system (630 billion) more than what we spent on the Apollo Moon Program (257 billion) more than what we spent on" [X Link](https://x.com/infraa_/status/2019755633755800041) 2026-02-06T12:50Z 36.5K followers, 75.1K engagements "Maybe but what about when those productivity gains cause a 30% UE rate (and the job losses are highest in middle-high income earners who pay a large share of income tax) What does that do to our (already insane) 6% fiscal deficit Deflation happens whenever innovation and productivity outpace money printing. This isnt a bad thing. This is a good thing. Deflation happens whenever innovation and productivity outpace money printing. This isnt a bad thing. This is a good thing" [X Link](https://x.com/infraa_/status/2020545476110753938) 2026-02-08T17:09Z 36.5K followers, [----] engagements "Going live with @BitcoinNewsCom and the one and only @peruvian_bull Talking Yen silver and jobs data BTC - CRASH CONTINUES Going live with @infraa_ and @peruvian_bull Drop on in https://t.co/9YedKTAFmr BTC - CRASH CONTINUES Going live with @infraa_ and @peruvian_bull Drop on in https://t.co/9YedKTAFmr" [X Link](https://x.com/infraa_/status/2021999799424434550) 2026-02-12T17:28Z 36.5K followers, [----] engagements "@apeshifter95 @Dr00pyDawg yea might even an open a 4x long here tbh lol" [X Link](https://x.com/infraa_/status/2017235123322990698) 2026-01-30T13:55Z 36.5K followers, [---] engagements "@BeTheChain yea I've seen that like 80x now lol sorta thing that could bolster a narrative for a move higher" [X Link](https://x.com/infraa_/status/2017237050848907772) 2026-01-30T14:02Z 36.5K followers, [--] engagements "@twenty_twenty4 @husafell_stone I mean they all own homes Those homes went up (nominally) with inflation Theyre sitting on huge piggy banks that were pumped full by the Fed/govt" [X Link](https://x.com/infraa_/status/2017244003960545752) 2026-01-30T14:30Z 36.5K followers, [---] engagements "With silver now down 25.4% this is the largest daily decline since [----] With silver down by 21.6% This would mark the single largest daily decline since [----] https://t.co/HGupGMZLbo With silver down by 21.6% This would mark the single largest daily decline since [----] https://t.co/HGupGMZLbo" [X Link](https://x.com/infraa_/status/2017295196606857274) 2026-01-30T17:53Z 36.5K followers, 11.4K engagements "@AngloFlare Yea nothing changed for me. Will start buying more gold and silver in due time (probably need a few more weeks to bottom)" [X Link](https://x.com/infraa_/status/2017319424517410870) 2026-01-30T19:30Z 36.5K followers, [--] engagements "@deathcab @texasrunnerDFW Yea so long as its decentralized SCARCE and secure and the fiscal math is what it is Once one of those things changes I might think about selling my BTC but not until then" [X Link](https://x.com/infraa_/status/2017365989189656879) 2026-01-30T22:35Z 36.5K followers, [---] engagements "@Saucy_Doge @WOLF_Bitcoin_ Thank you 🙏🏼" [X Link](https://x.com/infraa_/status/2017419735798042777) 2026-01-31T02:08Z 36.5K followers, [--] engagements "@FixxTheMoneyy @Scaramucci Exactly" [X Link](https://x.com/infraa_/status/2017785485931016466) 2026-02-01T02:22Z 36.5K followers, [--] engagements "@LogicalFool1 @rasmr_eth don't think you really understand then" [X Link](https://x.com/infraa_/status/2017990579309957178) 2026-02-01T15:57Z 36.5K followers, [--] engagements "Boomers own $122 trillion (40s own $11 trillion) -$30T is in real estate (about 25%) -$39T is in equities (those equity holdings are heavily skewed) -$9T in defined contribution pensions -$13T defined benefit pensions -$11T in private business" [X Link](https://x.com/infraa_/status/1988040146294628443) 2025-11-11T00:24Z 36.5K followers, [----] engagements "Rick Rieder (one of the five final candidates for Fed Chair) just said that 3% inflation "wasn't concerning" When asked what was a concerning level he said "4 or 5%"" [X Link](https://x.com/infraa_/status/1988580579273818457) 2025-11-12T12:12Z 36.5K followers, 59.3K engagements "SOFR has now spent two consecutive days above the Feds upper bound Secured Overnight Financing Rate 4.05% Nov. 26th vs 4.01% Nov. 25th Secured Overnight Financing Rate 4.05% Nov. 26th vs 4.01% Nov. 25th" [X Link](https://x.com/infraa_/status/1994396336851198091) 2025-11-28T13:21Z 36.5K followers, 41.7K engagements "25% of the $3.2 trillion ($800bln) being financed via SOFR has been borrowed above the Feds upper bound for almost three weeks now Updated: 10/14: Powell says "liquidity tightening" & "firming repo rates" 10/15: Fed releases report showing $1.8T Basis Trade reminds that it's financed via Repo 10/31: Logan (former SOMA manager) says asset purchases must return if repo rates dont soften 11/12: Perli (current Updated: 10/14: Powell says "liquidity tightening" & "firming repo rates" 10/15: Fed releases report showing $1.8T Basis Trade reminds that it's financed via Repo 10/31: Logan (former SOMA" [X Link](https://x.com/infraa_/status/1994398387727450339) 2025-11-28T13:30Z 36.5K followers, [----] engagements "Fifth consecutive day that SOFR (median) is above the Fed's upper bound 75th percentile shows $800bln continues to be financed above the SRF/DW rate now for the sixth day in a row 4th consecutive day where SOFR is above the Fed's upper bound 75th percentile shows the liquidity stress (above the DW/SRF rate) has been persistent for a month with very little reprieve https://t.co/jIBBvUOqnE 4th consecutive day where SOFR is above the Fed's upper bound 75th percentile shows the liquidity stress (above the DW/SRF rate) has been persistent for a month with very little reprieve" [X Link](https://x.com/infraa_/status/1996211078116893107) 2025-12-03T13:33Z 36.5K followers, 47.6K engagements "@EA_Rice $3bln per day ($1.2T per year)" [X Link](https://x.com/infraa_/status/2008896621749363146) 2026-01-07T13:40Z 36.4K followers, [---] engagements "@lisaabramowicz1 Just like Rick Reider said" [X Link](https://x.com/infraa_/status/2009603449546297640) 2026-01-09T12:29Z 36.5K followers, [----] engagements "@qthomp Kalshi still had the odds of a 25bps hike at 3c A hike would be a 30x return FWIW (got some) https://x.com/infraa_/status/2014327912510763062s=46&t=nh57Jy1Xf3znUtSmq8UTSQ If the BoJ hikes it solves two problems: -Helps control/prevent/mitigate another meltdown in their long end rates -Helps stop the bleed in the JPY The [--] month yield is up 20bps since the end of December and 6bps since the 1/16 https://t.co/xPPBcycfQg https://x.com/infraa_/status/2014327912510763062s=46&t=nh57Jy1Xf3znUtSmq8UTSQ If the BoJ hikes it solves two problems: -Helps control/prevent/mitigate another meltdown" [X Link](https://x.com/infraa_/status/2014422386905645288) 2026-01-22T19:38Z 36.4K followers, [---] engagements "@LukeDavisgrey @GaryCardone On a 25bps hike is what I think More than that seems almost impossible and a cut too" [X Link](https://x.com/infraa_/status/2014505863378305472) 2026-01-23T01:10Z 36.5K followers, [--] engagements "@yieldsearcher yea really thought those front-end moves was forewarning a hike last night they wouldn't have had to rate check and/or intervene if they had just hiked 25bps would have also saved their long end" [X Link](https://x.com/infraa_/status/2014796734707491285) 2026-01-23T20:25Z 36.5K followers, [---] engagements "@LukeGromen Agreed but I think a very important nuance- We dont want/need an UNDERvalued dollar We just need a FAIRLY valued dollar. 95% of Wall Street is still asleep to what that actually entails" [X Link](https://x.com/infraa_/status/2016282591092211836) 2026-01-27T22:50Z 36.5K followers, [----] engagements "@realMeetKevin Crash course on Rick Rieder: https://youtu.be/2VGkz7gW8CYsi=gidkQzAbcdr-Etqi https://youtu.be/2VGkz7gW8CYsi=gidkQzAbcdr-Etqi" [X Link](https://x.com/infraa_/status/2016297728092012809) 2026-01-27T23:50Z 36.5K followers, [----] engagements "@EricBalchunas Crash course in Rick Reider: [--]. Cut rates to 0-1% [--]. Just QE the long end when it inevitably bear steepens (add an extra dose of ATI) Your obvious next question What about Inflation I wouldnt worry until [--] or 5% He laid it out months ago: https://youtu.be/2VGkz7gW8CYsi=gidkQzAbcdr-Etqi https://youtu.be/2VGkz7gW8CYsi=gidkQzAbcdr-Etqi" [X Link](https://x.com/infraa_/status/2016300287649316990) 2026-01-28T00:00Z 36.5K followers, [----] engagements "@ChristianHeiens Dont worry I gotchu https://x.com/infraa_/status/2016141570878406884s=46&t=nh57Jy1Xf3znUtSmq8UTSQ @TheMaverickWS you clearly don't understand what you're talking about a weaker (fairly valued) USD in fx terms is the entire point https://x.com/infraa_/status/2016141570878406884s=46&t=nh57Jy1Xf3znUtSmq8UTSQ @TheMaverickWS you clearly don't understand what you're talking about a weaker (fairly valued) USD in fx terms is the entire point" [X Link](https://x.com/infraa_/status/2016344768138379756) 2026-01-28T02:57Z 36.5K followers, [----] engagements "@LukeDavisgrey going long vol certainly helped" [X Link](https://x.com/infraa_/status/2016886425795645853) 2026-01-29T14:49Z 36.5K followers, [--] engagements "Call me extra crazy but I just bought more at 81000" [X Link](https://x.com/infraa_/status/2017612813213307260) 2026-01-31T14:55Z 36.5K followers, [----] engagements "@BitcoinNewsCom Buying so much more under 80" [X Link](https://x.com/infraa_/status/2017720004029055213) 2026-01-31T22:01Z 36.5K followers, [----] engagements "A lot of thoughts QE isnt what we got now (RMP=bills QE=duration) but that doesnt mean we wont eventually get QE cuz I dont see the long end moving materially lower without it They cant shrink the BS to to $3T tho. Pie in the sky. Cant let repo dysfunction happen when 40% or all UST issuance has been financed via repo" [X Link](https://x.com/infraa_/status/2017945889533464864) 2026-02-01T12:59Z 36.5K followers, [---] engagements "@StealthQE4 You realize that even if BTC gains no relative share of global capital AND that M2 growth continues at the rate of the past decade (and doesn't accelerate) that you're talking about $200k BTC price within [--] years right Think you underestimate how much *the USD will decline*" [X Link](https://x.com/infraa_/status/2017949107072172174) 2026-02-01T13:12Z 36.5K followers, [----] engagements "@c0oki3_m0nsta hope mister Cookie Monster is right" [X Link](https://x.com/infraa_/status/2017949255261208963) 2026-02-01T13:12Z 36.5K followers, [---] engagements "@market_sleuth now tell me what the fiscal deficit is in this hypothetical 50% drawdown" [X Link](https://x.com/infraa_/status/2017958639936610707) 2026-02-01T13:50Z 36.5K followers, [----] engagements "@EOTW2024 @cpcriser @StealthQE4 nah I've never believed that it would replace fiat well maybe as a naive 18-20yr old in the very very early days but not since I actually learned" [X Link](https://x.com/infraa_/status/2017972284494106999) 2026-02-01T14:44Z 36.5K followers, [--] engagements "@WalkerAmerica and what do ya know bitcoin is on sale cosmic timing for those looking to defund that system" [X Link](https://x.com/infraa_/status/2017977455970238595) 2026-02-01T15:04Z 36.5K followers, [----] engagements "@ShenQuant what do you think the low will be in this current downtrend before the higher lows start" [X Link](https://x.com/infraa_/status/2017982438589464711) 2026-02-01T15:24Z 36.5K followers, [--] engagements "@LogicalFool1 @rasmr_eth Well again: so long as you have a time horizon longer than [--] months a deflationary shock is the single most bullish setup for BTC over the medium/long term Still levered long the JPY and if that happens just means I have more money to plow into BTC" [X Link](https://x.com/infraa_/status/2017992466407014638) 2026-02-01T16:04Z 36.5K followers, [--] engagements "@LogicalFool1 @rasmr_eth ok dude so just short it already the fact that you haven't addressed my point makes me strongly suspect that you don't know what I'm even referring to" [X Link](https://x.com/infraa_/status/2017996023613055477) 2026-02-01T16:18Z 36.5K followers, [--] engagements "@luceusx @peruvian_bull Yea mentioned it several times Heres one that I can recall off top of my head A Global Monetary Reordering Is Here: What Gold's Gains Are Signaling https://youtu.be/pv94KyOJAbI https://youtu.be/pv94KyOJAbI" [X Link](https://x.com/infraa_/status/2018019025067110589) 2026-02-01T17:50Z 36.5K followers, [---] engagements "@bitcoinjack They won't They're all in on it dude. No one is coming to save you" [X Link](https://x.com/infraa_/status/2018327988203581931) 2026-02-02T14:17Z 36.5K followers, [----] engagements "@texasrunnerDFW Yea I dont like the degree to which its underperformed gold and the degree to which its tracked DXY with a positive correlation Willing to give it more time before going full doomer In fact the contrarian in me thinks a short Gold/BTC trade would do well next 12mo" [X Link](https://x.com/infraa_/status/2016298201045934133) 2026-01-27T23:52Z 36.5K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@infraa_ Robert (infra 🏛️⌛️)The purchasing power of wages and income has been declining over the past few decades, with wages as a share of GDP falling from 48% to 32% and the real purchasing power of wages down by 50% since [----]. The housing market is also showing signs of strain, with a growing share of young adults living with parents, record low affordability, and a significant wealth transfer from younger generations to older ones. Many are pointing to a broken financial system, with concerns about debt, wealth inequality, and the sustainability of social programs like Medicare and Social Security.
Social category influence finance 39% cryptocurrencies 15% currencies 6% countries 2% stocks 2% automotive brands 2% exchanges #1086 technology brands 1%
Social topic influence bitcoin #4666, debt 4%, just a 4%, level 4%, silver 4%, more than 4%, gold 3%, call me 3%, in the 3%, liquidity 3%
Top accounts mentioned or mentioned by @wolf_bitcoin_ @top_sach @bethechain @rasmreth @bitcoinnewscom @texasrunnerdfw @gcinvests8 @logicalfool1 @lukedavisgrey @wolf_financial @mikemt1000 @lukegromen @pretentioust10 @iamterryhi @othrwrldsthnths @btcmuscle @jakewujastyk @melissainca @hashovercash21 @peruvianbull
Top assets mentioned Bitcoin (BTC) Berkshire Hathaway Inc. (BRK.A)
Top posts by engagements in the last [--] hours
"Translation: We're gonna cut the overnight rate to Valhalla issue all our debt in bills and financially repress anyone who holds them Also: stablecoins are the future of finance Absolutely not a coincidence that they would be a large buyer of t-bills Trump has said rate cuts would solve US debt Trump has said rate cuts would solve US debt"
X Link 2026-02-11T12:28Z 36.5K followers, 12.4K engagements
"The eCoNoMy is just a big bailout for boomers nominal home values Home values that can never be allowed to decline because theyve become a nationalized pension fund Oh yeah and youve just priced out the youth from the single biggest driver of wealth while youre at it"
X Link 2025-07-06T12:42Z 36.5K followers, 51.6K engagements
"Of all of the egregious issues with CPI this one is one of the worst. in late [----] the health insurance component 'decreased' by 30% YoY Did BLS measure a 30% decline in insurance premiums Of course not- it was 'retained earnings' of health insurance companies According to the BLS the cost of health insurance is down 32% since [----]. They say the price of health insurance has not changed $1 since [----]. Sure thing https://t.co/sGl1qMhsZl According to the BLS the cost of health insurance is down 32% since [----]. They say the price of health insurance has not changed $1 since [----]. Sure thing"
X Link 2026-01-14T02:23Z 36.5K followers, [----] engagements
""Retained earnings": the portion of premiums collected by insurance companies that remains after paying out benefits to policyholders essentially representing the insurers' operating margins or profits Mind-blowing. No wonder they call it "CP-Lie""
X Link 2026-01-14T02:26Z 36.5K followers, [----] engagements
"Wild stuff happening in currency markets USD/CHF (Dollar/Swiss Franc) at the lowest level going back to the PIIGS debt crisis of [----] USD/JPY (Dollar/Yen) now down 1.5% on the day and 2.2% since the intraday high following BoJ rate decision"
X Link 2026-01-23T19:57Z 36.5K followers, [----] engagements
"The DXY dollar index has had the largest 5-day decline since the aftermath of Liberation day in April '25 How the US Dollar Became THE Carry Trade [--]. Eurodollar and Petrodollar system propagated USD throughout the world getting the RoW strung out on USD [--]. A floor in demand for USD is established [--]. Agreement: we will run a trade deficit to get you the USD you want/need [--]. Due to How the US Dollar Became THE Carry Trade [--]. Eurodollar and Petrodollar system propagated USD throughout the world getting the RoW strung out on USD [--]. A floor in demand for USD is established [--]. Agreement: we will"
X Link 2026-01-26T15:13Z 36.5K followers, [----] engagements
"You thought the Zimbabwe [--] trillion note was wild Just wait until we see the first quadrillion note Iranian banks have asked Iran's Central Bank for [---] quadrillion rials (around $3.8 billion) and the Central Bank has agreed to print and loan [--] quadrillion rials (around $1.36 billion) to the banks many of which are insolvent. - Mehr Iranian banks have asked Iran's Central Bank for [---] quadrillion rials (around $3.8 billion) and the Central Bank has agreed to print and loan [--] quadrillion rials (around $1.36 billion) to the banks many of which are insolvent. - Mehr"
X Link 2026-01-27T14:10Z 36.4K followers, [----] engagements
"AS I'VE BEEN SAYING FOR [--] MONTHS: A weaker (fairly valued) dollar is the entire point *DOLLAR TUMBLES AFTER TRUMP SAYS NOT CONCERNED WITH ITS DECLINE *DOLLAR TUMBLES AFTER TRUMP SAYS NOT CONCERNED WITH ITS DECLINE"
X Link 2026-01-27T20:59Z 36.4K followers, 112K engagements
"@SpencerHakimian How many times do I have to say it at this point A WEAKER DOLLAR IS THE ENTIRE POINT"
X Link 2026-01-27T22:11Z 36.4K followers, 31.6K engagements
"Just a reminder: The top 0.1% have $13.6 trillion in corporate equities The bottom 50% have $600 billion in equities Top 0.1% have 23x more wealth in the stock market than the entire lower HALF of the country TRUMP CELEBRATES S&P [---] RECORD HIGH https://t.co/EiikTyk9Xt TRUMP CELEBRATES S&P [---] RECORD HIGH https://t.co/EiikTyk9Xt"
X Link 2026-01-28T15:07Z 36.5K followers, [----] engagements
"Is it a coincidence that gold just so happened to have the single largest daily gain in 6yrs on FOMC day The emperor has no clothes. Gold hasn't had a daily move this large in [--] years. https://t.co/zE6kFhu69x Gold hasn't had a daily move this large in [--] years. https://t.co/zE6kFhu69x"
X Link 2026-01-28T21:51Z 36.5K followers, 32.8K engagements
"@drydenwtbrown Hmm sounds familiar https://x.com/infraa_/status/1850900549488541794s=46&t=nh57Jy1Xf3znUtSmq8UTSQ https://t.co/YYV74K4gSg https://x.com/infraa_/status/1850900549488541794s=46&t=nh57Jy1Xf3znUtSmq8UTSQ https://t.co/YYV74K4gSg"
X Link 2026-01-29T03:09Z 36.4K followers, [----] engagements
"The US Treasury is responsible for dollar/currency policy Do people not know this Powell: we don't comment on the dollar it's not our role WTF Powell: we don't comment on the dollar it's not our role WTF"
X Link 2026-01-29T12:52Z 36.5K followers, [----] engagements
"This wont change until the boomers age out of the voting bloc Theres probably another ten years of this before millennials and zoomers get control The level of populism will be off the charts Silent Depression Pt [--] Boomers' benefits: -Growing 2x the rate of GDP Boomers' assets: -Home equity growing 2x the rate of GDP -Equity holdings growing 5x the rate of GDP The avg zoomer/millenial wage -Growing 66% slower than GDP Is it any wonder we see generational strife https://t.co/DuGj9x4AfH Silent Depression Pt [--] Boomers' benefits: -Growing 2x the rate of GDP Boomers' assets: -Home equity growing"
X Link 2026-01-29T23:45Z 36.4K followers, [----] engagements
"Call me crazy but. I just bought more BTC here at 82600"
X Link 2026-01-30T13:10Z 36.5K followers, 36.7K engagements
"With silver down by 21.6% This would mark the single largest daily decline since [----] *SILVER PLUNGES 20% IN BIGGEST INTRADAY DECLINE SINCE [----] *SILVER PLUNGES 20% IN BIGGEST INTRADAY DECLINE SINCE 2008"
X Link 2026-01-30T17:17Z 36.4K followers, 13K engagements
"Bought even more BTC here at [-----] Still kinda pissed about missing the wick to 75k and would love to buy even more if it goes there again Call me crazy but. I just bought more BTC here at [-----] Call me crazy but. I just bought more BTC here at 82600"
X Link 2026-02-01T12:38Z 36.5K followers, 46.8K engagements
"WHAT HAVE I BEEN SAYING They want Dutch Disease. We want a hint of industrial capacity. Newton's Cradle willmeet in the middle Xi calls for Chinas renminbi to attain global reserve currency status https://t.co/IxfQJp6Tky Xi calls for Chinas renminbi to attain global reserve currency status https://t.co/IxfQJp6Tky"
X Link 2026-02-01T13:18Z 36.5K followers, [----] engagements
"@top_sach maybe so but even without that I'd still happily accumulate more 80"
X Link 2026-02-01T13:26Z 36.5K followers, [---] engagements
"@rasmr_eth Berkshire Hathaway is deadass down [--] THOUSAND dollars from ath"
X Link 2026-02-01T14:33Z 36.5K followers, [----] engagements
"For science: What do you think the low will be on bitcoin 40-49k 49-58k 67-76k 58-67k 40-49k 49-58k 67-76k 58-67k"
X Link 2026-02-01T15:11Z 36.5K followers, 13.5K engagements
"@MikeMt1000 I've paid off like 55k of debt the past 18mo so yeah never going down that road again my goals from NYE of [----] were: -double my income ✔ -pay down 80-90% of my debt (keep some old acts for credit score purposes) ✔ -stack assets ✔"
X Link 2026-02-04T15:10Z 36.5K followers, [--] engagements
"Sure looks like a capitulatory low on IGV fwiw"
X Link 2026-02-04T21:04Z 36.5K followers, [----] engagements
"@LukeGromen @LynAldenContact Ironically my going theory is that the UBI can/will only be funded via massive taxes on the very companies holding everything together (Mag7)"
X Link 2026-02-04T23:09Z 36.5K followers, [----] engagements
"@mark_dow Why dont you go short and add some downside pressure to help that along instead of yapping"
X Link 2026-02-04T23:13Z 36.5K followers, [----] engagements
"@MainStMacroEcon Thank you 🙏🏼 Increasingly convinced IGV is at a local low Sure looks like a capitulatory low on IGV fwiw https://t.co/hS6vYXAB1t Sure looks like a capitulatory low on IGV fwiw https://t.co/hS6vYXAB1t"
X Link 2026-02-04T23:45Z 36.5K followers, [--] engagements
"@ArbitrageAndy1 Im fading tf out of consensus too"
X Link 2026-02-04T23:49Z 36.5K followers, [----] engagements
"Oh yeah were going higher Every Bitcoin analyst is now bearish. https://t.co/eGjQqMkiqW Every Bitcoin analyst is now bearish. https://t.co/eGjQqMkiqW"
X Link 2026-02-04T23:59Z 36.5K followers, 11.4K engagements
"@PretentiousT10 Yea Im sure theyll try to short each bounce for a while"
X Link 2026-02-05T00:55Z 36.5K followers, [--] engagements
"@iamterryhi One of my favorites Single best trading strategy:"
X Link 2026-02-05T01:39Z 36.5K followers, [---] engagements
"bought more at [-----] the fire sale is starting"
X Link 2026-02-05T12:38Z 36.5K followers, [----] engagements
"@BeTheChain let's just say im very happy that instead of bidding 120k I basically eliminated all debt and doubled my income to build cash for this exact scenario"
X Link 2026-02-05T12:46Z 36.5K followers, [---] engagements
"Unpopular opinion but if you aren't hoping for lower prices you either: [--]. Don't know what you really own [--]. Don't have enough conviction [--]. Are using too much leverage [--]. Have a timeframe that's too short If you're this emotionally upset it's probably all [--] Have you noticed a major shift in your mood and behavior since the Bitcoin price crashed a few days ago Over the last [--] years Ive gone on a journey to build a citadel mind and body to be able to handle the 10X problems that will come with a Bitcoin 10X. Even after all the Have you noticed a major shift in your mood and behavior since the"
X Link 2026-02-05T12:52Z 36.5K followers, 13.4K engagements
"@othrwrldsthnths My only question is will this look like a dip in [--] or [--] years Once you think of it that way it's a radically different story imo Also a lesson in why keeping a cash pile is good (I know it's heresy though)"
X Link 2026-02-05T13:36Z 36.5K followers, [---] engagements
"@amitisinvesting For anyone believing Kevin Warsh will hike rates and take the BS to $3.5T: I got a BEAUTIFUL stunning lakefront property outside Kansas City for you"
X Link 2026-02-05T14:06Z 36.5K followers, [----] engagements
"@btc_muscle @Jake__Wujastyk Im glad I built cash from liberation day onward Lots of juicy buys recently I know it sounds like heresy (and sometimes it is a bad idea) but this is why I personally always like to stay about 20% cash"
X Link 2026-02-05T23:31Z 36.5K followers, [--] engagements
"@btc_muscle @Jake__Wujastyk Like yeah if we lived in Venezuela where the dollar is collapsing 15% by the day its probably not a great idea But we (at least rn) get 3.3% on our cash. M2 grows at 8% a year. If youre able to build cash strategically and catch BTC 30% lower it actually paid to be in USD"
X Link 2026-02-05T23:39Z 36.5K followers, [--] engagements
"Many folks talking about a liquidity event and forced deleveraging but implied correlations (while elevated) aren't spiking nearly as much as prior panics We might still have a ways to go (IC compares IV of the index vs the IV of the individual components and spikes in panics) CRYPTO COLLAPSE CONTINUES AS THE GREAT UNWIND CRASHES MARKETS https://t.co/qnkHYGpD66 CRYPTO COLLAPSE CONTINUES AS THE GREAT UNWIND CRASHES MARKETS https://t.co/qnkHYGpD66"
X Link 2026-02-06T00:18Z 36.5K followers, [----] engagements
"When people talk about "correlations going to one" this is what they're referring to "Stocks fall together more than they rise" - you sell what you can not what you want to. VaR shock=forced degrossing VIX also looks pretty tame by all accounts (21) https://x.com/infraa_/status/1899461405281288216s=20 Buy the Dip Implied Correlations - S&P [---] Bottoms: As I've been pointing out on spaces for a few weeks now the Implied Correlation index can be a very useful tool. IC's show the expected move in the index vs its components (higher = more widespread correlation) Gives you a"
X Link 2026-02-06T00:26Z 36.5K followers, [----] engagements
"Just a PSA: -these sort of posts assume that markets follow a normal/Gaussian (random) distribution - they don't [----] days is not enough time to capture the fatter tails that would especially be present in BTC Doesn't factor skew or volatility clustering either [-----] Standard Deviations. We just witnessed a [-----] move in $BTC using a 200-day lookback. To put that in perspective this volatility profile has only been reached [--] times since inception (July [--] 2010) or 0.07% of all trading days since inception (July [--] 2010) https://t.co/HlyZwK46DR [-----] Standard Deviations. We just witnessed a"
X Link 2026-02-06T12:05Z 36.5K followers, [----] engagements
"In fact bitcoin's return profile is VERY abnormal: Bitcoin's kurtosis (fattness of the tails) is [--] (leptokurtic) and therefore has a much higher probability of extreme 'outlier' events- a normal distribution= kurtosis of [--] For comparison WTI=6 EUR/USD=6 USTs=5"
X Link 2026-02-06T12:12Z 36.5K followers, [----] engagements
"@AnnaEconomist @kevg1412 Ironically a little equity market weakness could help the administration get to their goal of eliminating the trade deficit"
X Link 2026-02-06T14:21Z 36.5K followers, [---] engagements
"@GrantCardone Yea pretty clear capitulation https://x.com/infraa_/status/2019438764213633308s=46&t=nh57Jy1Xf3znUtSmq8UTSQ Bought more at [-----] This looks like that waterfall capitulation imo https://x.com/infraa_/status/2019438764213633308s=46&t=nh57Jy1Xf3znUtSmq8UTSQ Bought more at [-----] This looks like that waterfall capitulation imo"
X Link 2026-02-06T22:52Z 36.5K followers, [----] engagements
"@BeTheChain @ThemesETFs I mean most PM and BTC ppl are pretty privacy oriented so probably never"
X Link 2026-02-07T00:15Z 36.5K followers, [--] engagements
"@GCinvests8 @Melissa_in_CA Nah Ive always been extremely skeptical of all that stuff But a few months ago I decided to just listen to the Stargate tapes (just to see if it jogged anything re: GATE) and within about 20sec I was overwhelmed with a feeling so uncomfortable that I felt physically ill"
X Link 2026-02-08T16:17Z 36.5K followers, [---] engagements
"Im still somewhat of a skeptic (maybe agnostic is more accurate) but all I know is reading/watching some of the GATE stuff has caused a visceral reaction that i dont experience often Stargate tapes seeing the Zener cards again (which are one of my only memories) pink liquid etc https://twitter.com/i/web/status/2020535955657306464 https://twitter.com/i/web/status/2020535955657306464"
X Link 2026-02-08T16:31Z 36.5K followers, [---] engagements
"@farrmacro You dont get it You dont just Ctrl C + Ctrl V on BTC You have to get buy in from the miners (electricity + compute). Right now BTC uses about 1% of all electricity generated in the world You think itll be easy to overthrow that degree of adoption"
X Link 2026-02-08T16:51Z 36.5K followers, [----] engagements
"@Melissa_in_CA @GCinvests8 Yeah San Diego area"
X Link 2026-02-08T23:33Z 36.5K followers, [---] engagements
"Reminder: The median boomer is actually not in great shape. Sure the average boomer is driven by the upper leg of the K The median boomer has $100k in their retirement act-vast majority of their wealth is in their home Housing became a nationalized pension fund for boomers More than half of Americas wealth belongs to baby boomers with most of it tied to their real estate per Northwestern Mutual. More than half of Americas wealth belongs to baby boomers with most of it tied to their real estate per Northwestern Mutual"
X Link 2025-11-11T00:07Z 36.5K followers, 30K engagements
"It's 1989: You're [--] working in management at Sony Life's good- your real estate is booming bonuses are fat & the Nikkei's unstoppable You pour savings into stocks like Honda & Sony "Just a few years" 3yrs later-you're down 62% & won't get back to break even until you're 80"
X Link 2025-12-25T13:35Z 36.5K followers, 447.5K engagements
"And yeah [----] is much higher:"
X Link 2026-02-06T13:26Z 36.5K followers, [----] engagements
"How do we fund the inevitable UBI How do the software engineers pay their mortgage their car note their grocery bills etc What happens in a credit contraction that plunges the country into a recession What does a recession do to our deficit"
X Link 2026-02-08T17:10Z 36.5K followers, [----] engagements
"Our current position cant allow a deflationary shock -4.5% current account deficit -6% fiscal deficit -125% debt/GDP -interest at 23% of receipts (and growing 15% YoY) -mandatory spending 100% of receipts If the techno futurist e/acc crowd is correct theyll print so much"
X Link 2026-02-08T17:15Z 36.5K followers, [----] engagements
"Its like theyre trying to throw the midterms on purpose or something Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK"
X Link 2026-02-11T21:03Z 36.5K followers, [----] engagements
"In a world of Chief Willoughby's be a Mildred Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK"
X Link 2026-02-12T12:51Z 36.5K followers, [----] engagements
"@SCHIZO_FREQ No I think she's just genuinely retarded"
X Link 2026-02-12T12:57Z 36.5K followers, [---] engagements
"Fun fact: The war effort and the enormous western sanctions have had absolutely [--] effect on the ruble/dollar exchange rate It's trading at exactly the same level as when sanctions were announced in February [----] RUSSIA'S PUTIN: RUSSIA'S GDP UP 1% IN [----] RUSSIA'S PUTIN: RUSSIA'S GDP UP 1% IN 2025"
X Link 2026-02-03T16:46Z 36.5K followers, [----] engagements
"@DeItaone lmao this is who governs you"
X Link 2026-02-04T16:01Z 36.5K followers, [----] engagements
"@HashOverCash21 don't forget to mine BTC too thinking about getting a Canaan Q to add to my hydros"
X Link 2026-02-04T15:13Z 36.5K followers, [---] engagements
"660 billion dollars of Capex this year on AI data centers. To put a number like that in perspective this is more than what we spent on the U.S. interstate highway system (630 billion) more than what we spent on the Apollo Moon Program (257 billion) more than what we spent on [---] billion dollars of Capex this year on AI data centers. To put a number like that in perspective this is more than what we spent on the U.S. interstate highway system (630 billion) more than what we spent on the Apollo Moon Program (257 billion) more than what we spent on"
X Link 2026-02-06T12:50Z 36.5K followers, 75.1K engagements
"Maybe but what about when those productivity gains cause a 30% UE rate (and the job losses are highest in middle-high income earners who pay a large share of income tax) What does that do to our (already insane) 6% fiscal deficit Deflation happens whenever innovation and productivity outpace money printing. This isnt a bad thing. This is a good thing. Deflation happens whenever innovation and productivity outpace money printing. This isnt a bad thing. This is a good thing"
X Link 2026-02-08T17:09Z 36.5K followers, [----] engagements
"Going live with @BitcoinNewsCom and the one and only @peruvian_bull Talking Yen silver and jobs data BTC - CRASH CONTINUES Going live with @infraa_ and @peruvian_bull Drop on in https://t.co/9YedKTAFmr BTC - CRASH CONTINUES Going live with @infraa_ and @peruvian_bull Drop on in https://t.co/9YedKTAFmr"
X Link 2026-02-12T17:28Z 36.5K followers, [----] engagements
"@apeshifter95 @Dr00pyDawg yea might even an open a 4x long here tbh lol"
X Link 2026-01-30T13:55Z 36.5K followers, [---] engagements
"@BeTheChain yea I've seen that like 80x now lol sorta thing that could bolster a narrative for a move higher"
X Link 2026-01-30T14:02Z 36.5K followers, [--] engagements
"@twenty_twenty4 @husafell_stone I mean they all own homes Those homes went up (nominally) with inflation Theyre sitting on huge piggy banks that were pumped full by the Fed/govt"
X Link 2026-01-30T14:30Z 36.5K followers, [---] engagements
"With silver now down 25.4% this is the largest daily decline since [----] With silver down by 21.6% This would mark the single largest daily decline since [----] https://t.co/HGupGMZLbo With silver down by 21.6% This would mark the single largest daily decline since [----] https://t.co/HGupGMZLbo"
X Link 2026-01-30T17:53Z 36.5K followers, 11.4K engagements
"@AngloFlare Yea nothing changed for me. Will start buying more gold and silver in due time (probably need a few more weeks to bottom)"
X Link 2026-01-30T19:30Z 36.5K followers, [--] engagements
"@deathcab @texasrunnerDFW Yea so long as its decentralized SCARCE and secure and the fiscal math is what it is Once one of those things changes I might think about selling my BTC but not until then"
X Link 2026-01-30T22:35Z 36.5K followers, [---] engagements
"@Saucy_Doge @WOLF_Bitcoin_ Thank you 🙏🏼"
X Link 2026-01-31T02:08Z 36.5K followers, [--] engagements
"@FixxTheMoneyy @Scaramucci Exactly"
X Link 2026-02-01T02:22Z 36.5K followers, [--] engagements
"@LogicalFool1 @rasmr_eth don't think you really understand then"
X Link 2026-02-01T15:57Z 36.5K followers, [--] engagements
"Boomers own $122 trillion (40s own $11 trillion) -$30T is in real estate (about 25%) -$39T is in equities (those equity holdings are heavily skewed) -$9T in defined contribution pensions -$13T defined benefit pensions -$11T in private business"
X Link 2025-11-11T00:24Z 36.5K followers, [----] engagements
"Rick Rieder (one of the five final candidates for Fed Chair) just said that 3% inflation "wasn't concerning" When asked what was a concerning level he said "4 or 5%""
X Link 2025-11-12T12:12Z 36.5K followers, 59.3K engagements
"SOFR has now spent two consecutive days above the Feds upper bound Secured Overnight Financing Rate 4.05% Nov. 26th vs 4.01% Nov. 25th Secured Overnight Financing Rate 4.05% Nov. 26th vs 4.01% Nov. 25th"
X Link 2025-11-28T13:21Z 36.5K followers, 41.7K engagements
"25% of the $3.2 trillion ($800bln) being financed via SOFR has been borrowed above the Feds upper bound for almost three weeks now Updated: 10/14: Powell says "liquidity tightening" & "firming repo rates" 10/15: Fed releases report showing $1.8T Basis Trade reminds that it's financed via Repo 10/31: Logan (former SOMA manager) says asset purchases must return if repo rates dont soften 11/12: Perli (current Updated: 10/14: Powell says "liquidity tightening" & "firming repo rates" 10/15: Fed releases report showing $1.8T Basis Trade reminds that it's financed via Repo 10/31: Logan (former SOMA"
X Link 2025-11-28T13:30Z 36.5K followers, [----] engagements
"Fifth consecutive day that SOFR (median) is above the Fed's upper bound 75th percentile shows $800bln continues to be financed above the SRF/DW rate now for the sixth day in a row 4th consecutive day where SOFR is above the Fed's upper bound 75th percentile shows the liquidity stress (above the DW/SRF rate) has been persistent for a month with very little reprieve https://t.co/jIBBvUOqnE 4th consecutive day where SOFR is above the Fed's upper bound 75th percentile shows the liquidity stress (above the DW/SRF rate) has been persistent for a month with very little reprieve"
X Link 2025-12-03T13:33Z 36.5K followers, 47.6K engagements
"@EA_Rice $3bln per day ($1.2T per year)"
X Link 2026-01-07T13:40Z 36.4K followers, [---] engagements
"@lisaabramowicz1 Just like Rick Reider said"
X Link 2026-01-09T12:29Z 36.5K followers, [----] engagements
"@qthomp Kalshi still had the odds of a 25bps hike at 3c A hike would be a 30x return FWIW (got some) https://x.com/infraa_/status/2014327912510763062s=46&t=nh57Jy1Xf3znUtSmq8UTSQ If the BoJ hikes it solves two problems: -Helps control/prevent/mitigate another meltdown in their long end rates -Helps stop the bleed in the JPY The [--] month yield is up 20bps since the end of December and 6bps since the 1/16 https://t.co/xPPBcycfQg https://x.com/infraa_/status/2014327912510763062s=46&t=nh57Jy1Xf3znUtSmq8UTSQ If the BoJ hikes it solves two problems: -Helps control/prevent/mitigate another meltdown"
X Link 2026-01-22T19:38Z 36.4K followers, [---] engagements
"@LukeDavisgrey @GaryCardone On a 25bps hike is what I think More than that seems almost impossible and a cut too"
X Link 2026-01-23T01:10Z 36.5K followers, [--] engagements
"@yieldsearcher yea really thought those front-end moves was forewarning a hike last night they wouldn't have had to rate check and/or intervene if they had just hiked 25bps would have also saved their long end"
X Link 2026-01-23T20:25Z 36.5K followers, [---] engagements
"@LukeGromen Agreed but I think a very important nuance- We dont want/need an UNDERvalued dollar We just need a FAIRLY valued dollar. 95% of Wall Street is still asleep to what that actually entails"
X Link 2026-01-27T22:50Z 36.5K followers, [----] engagements
"@realMeetKevin Crash course on Rick Rieder: https://youtu.be/2VGkz7gW8CYsi=gidkQzAbcdr-Etqi https://youtu.be/2VGkz7gW8CYsi=gidkQzAbcdr-Etqi"
X Link 2026-01-27T23:50Z 36.5K followers, [----] engagements
"@EricBalchunas Crash course in Rick Reider: [--]. Cut rates to 0-1% [--]. Just QE the long end when it inevitably bear steepens (add an extra dose of ATI) Your obvious next question What about Inflation I wouldnt worry until [--] or 5% He laid it out months ago: https://youtu.be/2VGkz7gW8CYsi=gidkQzAbcdr-Etqi https://youtu.be/2VGkz7gW8CYsi=gidkQzAbcdr-Etqi"
X Link 2026-01-28T00:00Z 36.5K followers, [----] engagements
"@ChristianHeiens Dont worry I gotchu https://x.com/infraa_/status/2016141570878406884s=46&t=nh57Jy1Xf3znUtSmq8UTSQ @TheMaverickWS you clearly don't understand what you're talking about a weaker (fairly valued) USD in fx terms is the entire point https://x.com/infraa_/status/2016141570878406884s=46&t=nh57Jy1Xf3znUtSmq8UTSQ @TheMaverickWS you clearly don't understand what you're talking about a weaker (fairly valued) USD in fx terms is the entire point"
X Link 2026-01-28T02:57Z 36.5K followers, [----] engagements
"@LukeDavisgrey going long vol certainly helped"
X Link 2026-01-29T14:49Z 36.5K followers, [--] engagements
"Call me extra crazy but I just bought more at 81000"
X Link 2026-01-31T14:55Z 36.5K followers, [----] engagements
"@BitcoinNewsCom Buying so much more under 80"
X Link 2026-01-31T22:01Z 36.5K followers, [----] engagements
"A lot of thoughts QE isnt what we got now (RMP=bills QE=duration) but that doesnt mean we wont eventually get QE cuz I dont see the long end moving materially lower without it They cant shrink the BS to to $3T tho. Pie in the sky. Cant let repo dysfunction happen when 40% or all UST issuance has been financed via repo"
X Link 2026-02-01T12:59Z 36.5K followers, [---] engagements
"@StealthQE4 You realize that even if BTC gains no relative share of global capital AND that M2 growth continues at the rate of the past decade (and doesn't accelerate) that you're talking about $200k BTC price within [--] years right Think you underestimate how much the USD will decline"
X Link 2026-02-01T13:12Z 36.5K followers, [----] engagements
"@c0oki3_m0nsta hope mister Cookie Monster is right"
X Link 2026-02-01T13:12Z 36.5K followers, [---] engagements
"@market_sleuth now tell me what the fiscal deficit is in this hypothetical 50% drawdown"
X Link 2026-02-01T13:50Z 36.5K followers, [----] engagements
"@EOTW2024 @cpcriser @StealthQE4 nah I've never believed that it would replace fiat well maybe as a naive 18-20yr old in the very very early days but not since I actually learned"
X Link 2026-02-01T14:44Z 36.5K followers, [--] engagements
"@WalkerAmerica and what do ya know bitcoin is on sale cosmic timing for those looking to defund that system"
X Link 2026-02-01T15:04Z 36.5K followers, [----] engagements
"@ShenQuant what do you think the low will be in this current downtrend before the higher lows start"
X Link 2026-02-01T15:24Z 36.5K followers, [--] engagements
"@LogicalFool1 @rasmr_eth Well again: so long as you have a time horizon longer than [--] months a deflationary shock is the single most bullish setup for BTC over the medium/long term Still levered long the JPY and if that happens just means I have more money to plow into BTC"
X Link 2026-02-01T16:04Z 36.5K followers, [--] engagements
"@LogicalFool1 @rasmr_eth ok dude so just short it already the fact that you haven't addressed my point makes me strongly suspect that you don't know what I'm even referring to"
X Link 2026-02-01T16:18Z 36.5K followers, [--] engagements
"@luceusx @peruvian_bull Yea mentioned it several times Heres one that I can recall off top of my head A Global Monetary Reordering Is Here: What Gold's Gains Are Signaling https://youtu.be/pv94KyOJAbI https://youtu.be/pv94KyOJAbI"
X Link 2026-02-01T17:50Z 36.5K followers, [---] engagements
"@bitcoinjack They won't They're all in on it dude. No one is coming to save you"
X Link 2026-02-02T14:17Z 36.5K followers, [----] engagements
"@texasrunnerDFW Yea I dont like the degree to which its underperformed gold and the degree to which its tracked DXY with a positive correlation Willing to give it more time before going full doomer In fact the contrarian in me thinks a short Gold/BTC trade would do well next 12mo"
X Link 2026-01-27T23:52Z 36.5K followers, [----] engagements
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