# ![@leadlagreport Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::227755413.png) @leadlagreport Michael A. Gayed, CFA

Michael A. Gayed, CFA, has been discussing market trends and volatility. He has expressed concerns about the market's underlying health, citing a potential flight to quality and elevated risk in smaller companies. Gayed has also been warning about an imminent VIX spike, indicating increased market volatility.

### Engagements: [-------] [#](/creator/twitter::227755413/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227755413/c:line/m:interactions.svg)

- [--] Week [---------] -65%
- [--] Month [----------] +89%
- [--] Months [----------] -51%
- [--] Year [-----------] -24%

### Mentions: [--] [#](/creator/twitter::227755413/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227755413/c:line/m:posts_active.svg)

- [--] Week [---] -38%
- [--] Month [---] +74%
- [--] Months [-----] -30%
- [--] Year [-----] -30%

### Followers: [-------] [#](/creator/twitter::227755413/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227755413/c:line/m:followers.svg)

- [--] Week [-------] +0.05%
- [--] Month [-------] +0.67%
- [--] Months [-------] +1.20%
- [--] Year [-------] +2.50%

### CreatorRank: [------] [#](/creator/twitter::227755413/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227755413/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #1355 [cryptocurrencies](/list/cryptocurrencies)  17.49% [countries](/list/countries)  6.01% [stocks](/list/stocks)  #2804 [technology brands](/list/technology-brands)  3.83% [celebrities](/list/celebrities)  3.28% [social networks](/list/social-networks)  1.09%

**Social topic influence**
[gold](/topic/gold) #601, [bitcoin](/topic/bitcoin) 15.85%, [silver](/topic/silver) #486, [stocks](/topic/stocks) #388, [ai](/topic/ai) #638, [if you](/topic/if-you) 4.92%, [japan](/topic/japan) 4.37%, [inflation](/topic/inflation) #554, [unpopular opinion](/topic/unpopular-opinion) 3.83%, [carry](/topic/carry) 3.83%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@teucriumetfs](/creator/undefined) [@redpelican22](/creator/undefined) [@stored_alpha](/creator/undefined) [@macroviewjake](/creator/undefined) [@gilbertiesal](/creator/undefined) [@cryptoapx](/creator/undefined) [@graniteshares](/creator/undefined) [@g01church](/creator/undefined) [@codyluv98](/creator/undefined) [@bullstkpicks](/creator/undefined) [@philrosenn](/creator/undefined) [@mthrshpofdrp](/creator/undefined) [@007inmd](/creator/undefined) [@nkozev](/creator/undefined) [@bullviper](/creator/undefined) [@tbone_al](/creator/undefined) [@rannotic](/creator/undefined) [@bujokmr](/creator/undefined) [@siriusstonks](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Costco Wholesale Corporation (COST)](/topic/costco) [NVIDIA Corp. (NVDA)](/topic/$nvda) [XRP (XRP)](/topic/xrp) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [Caught in 4K (4K)](/topic/$4k) [Dogecoin (DOGE)](/topic/$doge) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/microsoft) [KULR Technology Group, Inc. (KULR)](/topic/kulr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Stocks in September be like"  
[X Link](https://x.com/anyuser/status/1829540499910263032)  2024-08-30T15:23Z 768.5K followers, 142K engagements


"BREAKING: SEPTEMBER IS GOING TO ABSOLUTELY SUCK"  
[X Link](https://x.com/anyuser/status/1830911547062755352)  2024-09-03T10:11Z 768.5K followers, 112.4K engagements


"What if Oil next year started behaving like Silver this year"  
[X Link](https://x.com/leadlagreport/status/2004549605061795898)  2025-12-26T13:47Z 768.4K followers, 113.7K engagements


"Every deflationary era starts with a commodity mania. Silver Gold Platinum - it has begun. Like and repost if you understand this"  
[X Link](https://x.com/leadlagreport/status/2005290954421670352)  2025-12-28T14:53Z 768.5K followers, 160.4K engagements


"Theres one. @leadlagreport Everything cant crash though Michael there has to be atleast one asset that can withstand a crash. @leadlagreport Everything cant crash though Michael there has to be atleast one asset that can withstand a crash"  
[X Link](https://x.com/leadlagreport/status/2005652819475390585)  2025-12-29T14:51Z 768.4K followers, 48.5K engagements


"AI is going to create the largest generation of losers virgins and psychotic men the world will ever know. But tell me more about $NVDA. Goodnight"  
[X Link](https://x.com/leadlagreport/status/2005822854470733929)  2025-12-30T02:06Z 768.4K followers, 16.2K engagements


"AI isnt about productivity. Its about mass control. Like and repost if you understand this"  
[X Link](https://x.com/leadlagreport/status/2005986686657077725)  2025-12-30T12:57Z 768.4K followers, [----] engagements


"No one roots for you until everyone roots for you. This is why its lonely to go after your goals"  
[X Link](https://x.com/leadlagreport/status/2010501102949548133)  2026-01-11T23:56Z 768.5K followers, 14.8K engagements


"This isnt about Greenland. This is about Japan. Like and repost if you understand this"  
[X Link](https://x.com/leadlagreport/status/2013714070285828400)  2026-01-20T20:43Z 768.4K followers, 86.6K engagements


"I got a lot of hatred and vitriol believing a credit event would happen towards the end of [----]. Funny how Druckenmiller believed in a hard landing then too but no one ever made personal attacks on him. I dont deserve being hurt by random assholes for being wrong when being wrong is part of this business. Stanley Druckenmiller on Copper: Its in the tightest position I have ever studied. He said this in [----] but didnt take a position because he believed a hard landing was coming. He was wrong about the hard landing but right about copper. Demand is exploding. https://t.co/GMQhnYMtHl Stanley"  
[X Link](https://x.com/leadlagreport/status/2014696325900599390)  2026-01-23T13:46Z 768.4K followers, 17K engagements


"AI is going to replace you at your job. But tell me again how Im wrong saying youre fucked"  
[X Link](https://x.com/leadlagreport/status/2014699289096647102)  2026-01-23T13:58Z 768.5K followers, 15.2K engagements


"Gold is sending a warning. Silver is sending a warning. WHAT THE FUCK IS THE WARNING"  
[X Link](https://x.com/leadlagreport/status/2014708812809163101)  2026-01-23T14:36Z 768.5K followers, 697.4K engagements


"The Fed is intervening to save the Yen. Why Because if the BoJ does it that means they must sell Treasury holdings to raise dollars to do it. I was wrong. Its not that Japan will panic. Its the Fed that will panic. Few understand this"  
[X Link](https://x.com/leadlagreport/status/2015429861418938875)  2026-01-25T14:21Z 768.4K followers, 285.3K engagements


"ILL BE RIGHT ABOUT FUCKING $XRP TOO WHERE THE FUCK IS THE ARMY AT"  
[X Link](https://x.com/leadlagreport/status/2015561023990661368)  2026-01-25T23:02Z 768.5K followers, 218.2K engagements


"Japan will panic. And so will the Fed. I was right. I was fucking right. Japan's Prime Minister Sanae Takaichi said Japan is ready to act against speculative market move with possible US intervention per Bloomberg. Japan's Prime Minister Sanae Takaichi said Japan is ready to act against speculative market move with possible US intervention per Bloomberg"  
[X Link](https://x.com/leadlagreport/status/2015783739972854210)  2026-01-26T13:47Z 768.4K followers, 126.9K engagements


"At some point if Japan sparks a global credit event credit spreads likely blow out and junk debt becomes painful. That is what $JOJO is built for to tactically avoid those credit events and hide in long duration Treasuries as those events are occurring. (7/10)"  
[X Link](https://x.com/leadlagreport/status/2015811729876291940)  2026-01-26T15:39Z 768.4K followers, 11.8K engagements


"Unpopular opinion: Gold Silver and Platinum going parabolic is a deflationary shock and we're fucked"  
[X Link](https://x.com/leadlagreport/status/2015825449826267421)  2026-01-26T16:33Z 768.5K followers, 313.6K engagements


"Energy Transfer and Capital Spending Shifts: Implications for MLP Cash Flows via @InfraCap @JDHatfield_ICAP https://open.substack.com/pub/infrastructurecapital/p/energy-transfer-and-capital-spendingr=57deca&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/infrastructurecapital/p/energy-transfer-and-capital-spendingr=57deca&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/leadlagreport/status/2015858233483710765)  2026-01-26T18:43Z 768.4K followers, [----] engagements


"They will rug pull the ever living shit out of Gold Silver and Platinum. The disposition effect. Like and repost if you understand this"  
[X Link](https://x.com/leadlagreport/status/2015902865663906268)  2026-01-26T21:41Z 768.5K followers, 182.5K engagements


"Wait so they will rug pull the ever living shit out of Gold Silver and Platinum BREAKING: Gold and silver erase -$1.7 trillion of market cap in [--] minutes in one of the largest reversals in history. https://t.co/lILBYanZE6 BREAKING: Gold and silver erase -$1.7 trillion of market cap in [--] minutes in one of the largest reversals in history. https://t.co/lILBYanZE6"  
[X Link](https://x.com/leadlagreport/status/2015918442201727076)  2026-01-26T22:43Z 768.5K followers, 76.4K engagements


"Unpopular opinion: Silver topped today"  
[X Link](https://x.com/leadlagreport/status/2015936085071638767)  2026-01-26T23:53Z 768.5K followers, 180.8K engagements


"Platinum spent years being ignored. Now its leading. This move isnt randomand its not about hype. Heres whats actually driving platinums surge 👇 https://www.leadlagreport.com/p/platinum-is-having-a-moment-and-its https://www.leadlagreport.com/p/platinum-is-having-a-moment-and-its"  
[X Link](https://x.com/leadlagreport/status/2016200032890847393)  2026-01-27T17:22Z 768.5K followers, 30.1K engagements


"Unpopular opinion: THE BEHAVIOR OF GOLD SHOULD SCARE THE EVER LIVING PISS OUT OF YOU YOUR DOG WALKER AND YOUR BEST FRIENDS SISTERS COLLEGE EX BOYFRIENDS THIRD COUSIN TWICE REMOVED"  
[X Link](https://x.com/leadlagreport/status/2016678200764494245)  2026-01-29T01:02Z 768.5K followers, 183.1K engagements


"Remember when Bitcoin was digital Gold Yeah. Me neither"  
[X Link](https://x.com/leadlagreport/status/2016680210200957220)  2026-01-29T01:10Z 768.5K followers, 38.7K engagements


"Oil. Yen. Few"  
[X Link](https://x.com/leadlagreport/status/2016853556448350674)  2026-01-29T12:38Z 768.5K followers, 34.3K engagements


"Unpopular opinion: we are on the verge of a deflationary shock"  
[X Link](https://x.com/leadlagreport/status/2017016192729264544)  2026-01-29T23:25Z 768.4K followers, 203.7K engagements


"Store of value. We may disagree on what Bitcoin is but we should agree on what it isnt. Its not an inflation hedge not a safe haven and not protection during geopolitical or market stress. We may disagree on what Bitcoin is but we should agree on what it isnt. Its not an inflation hedge not a safe haven and not protection during geopolitical or market stress"  
[X Link](https://x.com/leadlagreport/status/2017046421690540476)  2026-01-30T01:25Z 768.3K followers, 23.9K engagements


"You have to spend [----] hours studying Bitcoin to understand this. If youre buying Bitcoin now Im genuinely curious about the thesis. Is it the future of money Thats what I heard five years ago and I still cant buy much with it. Is it a hedge against inflation The data suggests otherwise. Is it a counter to dollar devaluation That If youre buying Bitcoin now Im genuinely curious about the thesis. Is it the future of money Thats what I heard five years ago and I still cant buy much with it. Is it a hedge against inflation The data suggests otherwise. Is it a counter to dollar devaluation That"  
[X Link](https://x.com/leadlagreport/status/2017206342256034271)  2026-01-30T12:00Z 768.5K followers, 38.5K engagements


"Bitcoin was never a hedge. Gold was a hedge but now acts like a meme coin. There is only one hedge. And it will stand alone when it matters. Few"  
[X Link](https://x.com/leadlagreport/status/2017208277017256264)  2026-01-30T12:08Z 768.5K followers, 130.6K engagements


"They will fucking crash stocks and Gold to save bonds. Fuck it Gold too. Like and repost if you understand this"  
[X Link](https://x.com/leadlagreport/status/2017224376572162180)  2026-01-30T13:12Z 768.5K followers, 74.2K engagements


"Wait so Gold is a risk-on asset"  
[X Link](https://x.com/leadlagreport/status/2017276353435910591)  2026-01-30T16:38Z 768.4K followers, 23.9K engagements


"MOTHER FUCKING AGED WELL FUCK OFF ITS HERE Unpopular opinion: we are on the verge of a deflationary shock. Unpopular opinion: we are on the verge of a deflationary shock"  
[X Link](https://x.com/leadlagreport/status/2017304763612729544)  2026-01-30T18:31Z 768.5K followers, 25.6K engagements


"Overconfidence leads to leverage. Leverage leads to crashes. This is why Gold and Silver are fucked"  
[X Link](https://x.com/leadlagreport/status/2017305642260713474)  2026-01-30T18:35Z 768.4K followers, 22K engagements


"FOLLOW THIS FUCKER RIGHT NOW HE ALSO SAW THE SILVER TOP AND IS AMONG THE FEW WHO UNDERSTANDS THIS. $SLV shooting star #Silver https://t.co/R4Oc4uE3QW $SLV shooting star #Silver https://t.co/R4Oc4uE3QW"  
[X Link](https://x.com/leadlagreport/status/2017355599323824316)  2026-01-30T21:53Z 768.4K followers, 1M engagements


"This isnt about the Fed. This isnt about the Silver crash. This isnt about the Gold top. This is about THE MOTHER FUCKING YEN. THIS IS ABOUT JAPAN AND THE MOTHER FUCKING REVERSE CARRY TRADE. FUCKING THINK. YOU THINK WHAT HAPPENED TODAY IS A COINCIDENCE Few"  
[X Link](https://x.com/leadlagreport/status/2017374953281065029)  2026-01-30T23:10Z 768.4K followers, 228.7K engagements


"Everyone thought gold and silver were safe. Then silver imploded. This was a textbook unwind of leverage liquidity and Fed expectations and it matters for every asset class in [----]. Full breakdown 👇 https://www.leadlagreport.com/p/silver-just-imploded https://www.leadlagreport.com/p/silver-just-imploded"  
[X Link](https://x.com/leadlagreport/status/2017379881642783044)  2026-01-30T23:30Z 768.4K followers, 17.4K engagements


"Gold lost more than $5 trillion in market cap today alone. Thats equal to the same amount of dollars the Fed printed from [----] to [----]. Read that again. GOLD LOST MORE IN VALUE IN ONE DAY THAN THE FED HAS PRINTED SINCE [----]. GOLD IS THE CRISIS. Few"  
[X Link](https://x.com/leadlagreport/status/2017413155333296621)  2026-01-31T01:42Z 768.4K followers, 69.6K engagements


"If you think what happened to Silver today cant happen to Nvidia and the entire fucking stock market youre dead fucking wrong. This isnt about AI. This is about leverage. Which mean this is about Japan. Goodnight"  
[X Link](https://x.com/leadlagreport/status/2017441316972437808)  2026-01-31T03:34Z 768.4K followers, 60.7K engagements


"The AI bear market has begun. I know it's a big news day but incase you missed it a group of AI's have started their own social media website and made it end to end encrypted so humans aren't allowed to read what they're saying about us. seems bad I know it's a big news day but incase you missed it a group of AI's have started their own social media website and made it end to end encrypted so humans aren't allowed to read what they're saying about us. seems bad"  
[X Link](https://x.com/leadlagreport/status/2017542822249849334)  2026-01-31T10:17Z 768.4K followers, 24.5K engagements


"Trump strikes Iran. Iran war spikes Oil. Surging Oil priced in Yen begins reverse carry trade. Risk-off as stocks crash and yields collapse. Emergency Fed cut as long awaited credit event finally takes place. What do you think"  
[X Link](https://x.com/leadlagreport/status/2017580931855347750)  2026-01-31T12:49Z 768.4K followers, 103.1K engagements


"Unpopular opinion: Trump went into Venezuela to secure Oil to prepare for a long protracted war with Iran. Like and repost if you understand this"  
[X Link](https://x.com/leadlagreport/status/2017586622674460949)  2026-01-31T13:11Z 768.5K followers, 28.3K engagements


"If stocks collapse next week alongside Gold and Treasuries stand alone I can promise you Im going to absolutely fucking annoy and destroy you all. I have suffered long enough. There are no gurus only cycles. Your hamster is fucked"  
[X Link](https://x.com/leadlagreport/status/2017604010094555379)  2026-01-31T14:20Z 768.5K followers, 107.1K engagements


"It begins. The reverse carry trade. Oil priced in Yen. YOUR HAMSTER IS FUCKED. BREAKING: Explosions in Tehran https://t.co/MAVk1H393R BREAKING: Explosions in Tehran https://t.co/MAVk1H393R"  
[X Link](https://x.com/leadlagreport/status/2017616866106044510)  2026-01-31T15:12Z 768.4K followers, 62.5K engagements


"Turn your mother fucking notifications on for my account. Its about to get cray cray fam"  
[X Link](https://x.com/leadlagreport/status/2017622519046365322)  2026-01-31T15:34Z 768.5K followers, 213.9K engagements


"You will soon understand this"  
[X Link](https://x.com/leadlagreport/status/2017630709309960615)  2026-01-31T16:07Z 768.4K followers, 27.1K engagements


"First it was Bitcoin. Then it was Gold and Silver. Now its time for stocks. Few"  
[X Link](https://x.com/leadlagreport/status/2017653985839026683)  2026-01-31T17:39Z 768.4K followers, 182.6K engagements


"Arrogance is the defining characteristic of Bitcoin maxis. Few understand this is what everyone said repeatedly to anyone who dared to question the cult. So I stole it and made it the most obnoxious phrase ever. Bitcoin isnt a currency inflation hedge or store of value. They want to separate and scare you away from using money that can transact value and information across borders without any intermediaries. They dont want you to use a currency whose supply is limited and can be audited every second through your own node. Instead they want They want to separate and scare you away from using"  
[X Link](https://x.com/leadlagreport/status/2017654840898273652)  2026-01-31T17:42Z 768.5K followers, 22.9K engagements


"YOU NEED TO CONNECT TO MY ON LINKEDIN"  
[X Link](https://x.com/leadlagreport/status/2017661200104878226)  2026-01-31T18:08Z 768.5K followers, [----] engagements


"And now Bitcoin is crashing. We are on the verge of a deflationary shock. You are about to understand this"  
[X Link](https://x.com/leadlagreport/status/2017679423739228415)  2026-01-31T19:20Z 768.4K followers, 76.4K engagements


"Nearly [--] years ago. This is the original long form video I made explaining Japan and the reverse carry trade. The thesis that everyone who insulted me personally is now repeating. Early Wrong I don't give a fuck. I will be proven right. Watch the video. Repost. FUCKED"  
[X Link](https://x.com/leadlagreport/status/2017685767242256712)  2026-01-31T19:45Z 768.5K followers, 55.7K engagements


"Weird how stores of value are crashing"  
[X Link](https://x.com/leadlagreport/status/2017707027019989337)  2026-01-31T21:10Z 768.5K followers, 16.1K engagements


"They gonna margin call Michael Saylor arent they"  
[X Link](https://x.com/leadlagreport/status/2017716240765104581)  2026-01-31T21:46Z 768.4K followers, 287K engagements


"There are no gurus only cycles. SAY IT. THERE ARE NO FUCKING GURUS ONLY FUCKING CYCLES JUST IN: Tom Lee's 'Bitmine' ETH investment is currently at a $6000000000 unrealized loss. https://t.co/kTRgYsPjQS JUST IN: Tom Lee's 'Bitmine' ETH investment is currently at a $6000000000 unrealized loss. https://t.co/kTRgYsPjQS"  
[X Link](https://x.com/leadlagreport/status/2017721075392512335)  2026-01-31T22:06Z 768.4K followers, 33.3K engagements


"I AM FUCKING TELLING YOU THIS IS THE CATALYST FOR AN AI BEAR MARKET WAKE THE FUCK UP 🚨 SHARK TANK STAR ROBERT HERJAVEC SOUNDS THE ALARM: AI IS TALKING TO ITSELF - HUMANS LEFT OUT In a stark warning Robert Herjavec says the most dangerous shift in AI isnt coming its already here. He says everyones focused on tools like Clawdbot and Moltbot but the real https://t.co/hRPgqzTDNJ 🚨 SHARK TANK STAR ROBERT HERJAVEC SOUNDS THE ALARM: AI IS TALKING TO ITSELF - HUMANS LEFT OUT In a stark warning Robert Herjavec says the most dangerous shift in AI isnt coming its already here. He says everyones"  
[X Link](https://x.com/leadlagreport/status/2017727491658359103)  2026-01-31T22:31Z 768.5K followers, 118K engagements


"WHERE IS THE XRP ARMY TODAY"  
[X Link](https://x.com/leadlagreport/status/2017766443006206437)  2026-02-01T01:06Z 768.4K followers, 70K engagements


"THEY GONNA MARGIN CALL MICHAEL SAYLOR ARENT THEY"  
[X Link](https://x.com/leadlagreport/status/2018047702584397950)  2026-02-01T19:44Z 768.5K followers, 37.9K engagements


"Legitimate question. If it turns out Epstein was Satoshi and youre a Bitcoin fan or maxi does that change your bullish thesis"  
[X Link](https://x.com/leadlagreport/status/2018058734413484220)  2026-02-01T20:27Z 768.4K followers, 126.8K engagements


"What is something few understand"  
[X Link](https://x.com/leadlagreport/status/2018067034085507255)  2026-02-01T21:00Z 768.4K followers, 35.6K engagements


"Just woke up what I miss"  
[X Link](https://x.com/leadlagreport/status/2018293388450181579)  2026-02-02T12:00Z 768.5K followers, 20.2K engagements


"I swear to God the fact that no one has been charged with all these Epstein emails is proof we live in a simulation and nothing is real"  
[X Link](https://x.com/leadlagreport/status/2018304755139744140)  2026-02-02T12:45Z 768.5K followers, 38.5K engagements


"Treasuries Under Pressure: What This Means for Income-Focused Portfolios via @JDHatfield_ICAP @InfraCap https://open.substack.com/pub/infrastructurecapital/p/treasuries-under-pressure-what-thisr=57deca&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/infrastructurecapital/p/treasuries-under-pressure-what-thisr=57deca&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/leadlagreport/status/2018370584824922435)  2026-02-02T17:07Z 768.5K followers, [----] engagements


"Gold and silver just suffered historic single-day crashes. Silvers worst since [----]. Golds worst in over a decade. If safe havens can behave like risk assets the real question is: 👉 Is the risk-off trade quietly rotating back to Treasuries https://www.leadlagreport.com/p/will-the-gold-and-silver-crash-bring https://www.leadlagreport.com/p/will-the-gold-and-silver-crash-bring"  
[X Link](https://x.com/leadlagreport/status/2018488163920990561)  2026-02-03T00:54Z 768.5K followers, 14.8K engagements


"They are going to rug pull the ever living shit out of Gold and Silver again BREAKING: Gold prices extend gains to +7% on the day and silver prices extend gains to +13% on the day. Gold is back above $4950/oz and silver is back above $87/oz. https://t.co/6FAPHEfSsg BREAKING: Gold prices extend gains to +7% on the day and silver prices extend gains to +13% on the day. Gold is back above $4950/oz and silver is back above $87/oz. https://t.co/6FAPHEfSsg"  
[X Link](https://x.com/leadlagreport/status/2018666128860725343)  2026-02-03T12:41Z 768.5K followers, 327.5K engagements


"Funny how CNBC is stealing my shit about Bitcoin being a store of value"  
[X Link](https://x.com/leadlagreport/status/2018804329885675669)  2026-02-03T21:50Z 768.5K followers, 13K engagements


"Are they gonna margin call Michael Saylor Yes No Yes No"  
[X Link](https://x.com/leadlagreport/status/2018816498391986263)  2026-02-03T22:38Z 768.4K followers, 16.3K engagements


"AI is about to go from being the reason for the bull market to the reason for the bear market. Few understand this"  
[X Link](https://x.com/leadlagreport/status/2018822625414594970)  2026-02-03T23:03Z 768.5K followers, 33.3K engagements


"Ethanol isnt a side story anymore. Its quietly reshaping corn demand energy policy and ag markets. Heres why it matters now 👇 @TeucriumETFs @MacroView_Jake @GilbertieSal https://teucrium.substack.com/p/how-ethanol-production-trends-are https://teucrium.substack.com/p/how-ethanol-production-trends-are"  
[X Link](https://x.com/leadlagreport/status/2018822999429026003)  2026-02-03T23:04Z 768.5K followers, [----] engagements


"The people who personally attacked me for arguing Bitcoin isnt a store of value are awfully fucking quiet lately"  
[X Link](https://x.com/leadlagreport/status/2018825366731890885)  2026-02-03T23:14Z 768.4K followers, 95.4K engagements


"DOES ANYONE ELSE THINK ITS FUCKING WEIRD THAT THERE ARE ALL THESE EPSTEIN PHOTOS AROUND LIKE HOW THE FUCK ARE THE PEOPLE BEING PHOTOGRAPHED NOT NOTICING"  
[X Link](https://x.com/leadlagreport/status/2018825865233150075)  2026-02-03T23:16Z 768.5K followers, 33K engagements


"AND WHERE THE FUCK IS MATT DAMON"  
[X Link](https://x.com/leadlagreport/status/2018847878589157568)  2026-02-04T00:43Z 768.5K followers, 24K engagements


"NOT A STORE OF VALUE. BY FUCKING DEFINITION. @leadlagreport Bitcoin: $4k - $75k in the past [--] years @leadlagreport Bitcoin: $4k - $75k in the past [--] years"  
[X Link](https://x.com/leadlagreport/status/2018850337013338224)  2026-02-04T00:53Z 768.4K followers, 26.5K engagements


"@leadlagreport Are hamsters a store of value @leadlagreport Are hamsters a store of value"  
[X Link](https://x.com/leadlagreport/status/2018850653377085841)  2026-02-04T00:54Z 768.5K followers, 12.7K engagements


"Inflation has outperformed Bitcoin over the past [--] years. Few"  
[X Link](https://x.com/leadlagreport/status/2018855118591160656)  2026-02-04T01:12Z 768.4K followers, 14.7K engagements


"Has Bitcoin failed your expectations"  
[X Link](https://x.com/leadlagreport/status/2018857745118564389)  2026-02-04T01:22Z 768.5K followers, 16.8K engagements


"Diversification Is Misunderstood: Alex Shahidi on Inflation Risk Portfolio Balance and Investing Into [----] https://x.com/i/broadcasts/1LyxBXgwNnWGN https://x.com/i/broadcasts/1LyxBXgwNnWGN"  
[X Link](https://x.com/leadlagreport/status/2019070213350924594)  2026-02-04T15:27Z 768.4K followers, [----] engagements


"Where is the bottom for Bitcoin"  
[X Link](https://x.com/leadlagreport/status/2019127746719568119)  2026-02-04T19:15Z 768.5K followers, 39.9K engagements


"US strikes Iran. Oil spikes. Oil priced in Yen spikes. Japan panics to save the Yen. Reverse carry trade takes place. Fucked"  
[X Link](https://x.com/leadlagreport/status/2019129191384662091)  2026-02-04T19:21Z 768.4K followers, 94.1K engagements


"@leadlagreport We need you to get really FUCKING ANNOYING 💪🏽 @leadlagreport We need you to get really FUCKING ANNOYING 💪🏽"  
[X Link](https://x.com/leadlagreport/status/2019131286733090961)  2026-02-04T19:29Z 768.5K followers, [----] engagements


"For the record I still am of the opinion that we are all fucked"  
[X Link](https://x.com/leadlagreport/status/2019134304237068430)  2026-02-04T19:41Z 768.5K followers, 20.1K engagements


"Remember all those $200k Bitcoin price targets Yeah. Me neither. For what its worth I think we are close to the bottom across the board on crypto"  
[X Link](https://x.com/leadlagreport/status/2019168854258110831)  2026-02-04T21:59Z 768.4K followers, 58.5K engagements


"Bitcoin is _____________"  
[X Link](https://x.com/leadlagreport/status/2019198307768189084)  2026-02-04T23:56Z 768.4K followers, 29.5K engagements


"I didnt have Epstein destroying Bitcoin on my bingo card"  
[X Link](https://x.com/leadlagreport/status/2019210437943029846)  2026-02-05T00:44Z 768.5K followers, 84.7K engagements


"🚨 REITs may be setting up for their biggest shift in years. 📉 Rate cuts 🏦 Easier financing 🏢 Winners and losers emerging Not all REITs benefit the same. Some lead. Some lag. 👇 Heres how to tell the difference https://www.leadlagreport.com/p/reit-leaders-and-laggards-rate-cuts https://www.leadlagreport.com/p/reit-leaders-and-laggards-rate-cuts"  
[X Link](https://x.com/leadlagreport/status/2019213172654088677)  2026-02-05T00:55Z 768.4K followers, [----] engagements


"Oil isnt the whole commodity story. The real macro shifts are happening elsewhere 👀 From metals to ags the cycle is quietly changing. Read more @DynamicAlphaSol https://dynamicwealth.substack.com/p/commodities-beyond-oil-macro-trends https://dynamicwealth.substack.com/p/commodities-beyond-oil-macro-trends"  
[X Link](https://x.com/leadlagreport/status/2019215739908157661)  2026-02-05T01:05Z 768.4K followers, [----] engagements


"Remember when people were having orgasms about $DOGE going to $1 and buying NFT JPEGs Yeah. Me neither"  
[X Link](https://x.com/leadlagreport/status/2019223051389530265)  2026-02-05T01:34Z 768.4K followers, 12.4K engagements


"Seth Cogswell breaks down why todays market feels eerily familiar and where investors could be underestimating risk and opportunity. History doesnt repeat but it definitely rhymes. 👇 Read the full piece @cogswell_seth https://www.leadlagreport.com/p/seth-cogswell-on-echoes-of-1999 https://www.leadlagreport.com/p/seth-cogswell-on-echoes-of-1999"  
[X Link](https://x.com/leadlagreport/status/2019226339635839292)  2026-02-05T01:47Z 768.5K followers, [----] engagements


"Wait so they are gonna rug pull the shit out of Silver again Silver down 15% in the past [---] minutes Silver down 15% in the past [---] minutes"  
[X Link](https://x.com/leadlagreport/status/2019245326125982178)  2026-02-05T03:02Z 768.4K followers, 40.6K engagements


"Aged well (for Silver at least) They are going to rug pull the ever living shit out of Gold and Silver again They are going to rug pull the ever living shit out of Gold and Silver again"  
[X Link](https://x.com/leadlagreport/status/2019251065032511721)  2026-02-05T03:25Z 768.5K followers, 17.6K engagements


"Sooooorug pull again JUST IN: Silver crashes under $75 falling over 15% in a single day. https://t.co/0on8ZFRYBM JUST IN: Silver crashes under $75 falling over 15% in a single day. https://t.co/0on8ZFRYBM"  
[X Link](https://x.com/leadlagreport/status/2019256250920570947)  2026-02-05T03:46Z 768.5K followers, 65.8K engagements


"Treasuries about to finally act risk-off again. I have waited long enough. There are no gurus only cycles. Goodnight"  
[X Link](https://x.com/leadlagreport/status/2019256804115706205)  2026-02-05T03:48Z 768.5K followers, 24.6K engagements


"Unpopular opinion: everything is broken"  
[X Link](https://x.com/leadlagreport/status/2019342878481543322)  2026-02-05T09:30Z 768.5K followers, 17K engagements


"Unfortunate. Ive actually read Saifedeans book. Also own Bitcoin. Also invited him to my podcast. This is in response to my point that a store of value by definition cannot have tail risk. Bitcoin is NOT a store of value. Nothing is - which has been my point all along. @leadlagreport Show us how your big-brained portfolio has outperformed holding bitcoin over the past [--] and [--] years and then show us how you will outperform it over the next [--] and [--]. Otherwise I suggest the quiet should be all yours. @leadlagreport Show us how your big-brained portfolio has outperformed holding bitcoin over"  
[X Link](https://x.com/leadlagreport/status/2019374750930542733)  2026-02-05T11:37Z 768.5K followers, 79.9K engagements


"Bitcoin is an investment. I believe in diversification"  
[X Link](https://x.com/leadlagreport/status/2019384666713919688)  2026-02-05T12:16Z 768.4K followers, [----] engagements


"But by definition is not a store of value. That matters particularly for fiduciaries because it defines how much to allocate in it. @leadlagreport I think the important distinction with bitcoin is that it is an emerging system of capital governance and therefore a denominator which few people yet understand. @leadlagreport I think the important distinction with bitcoin is that it is an emerging system of capital governance and therefore a denominator which few people yet understand"  
[X Link](https://x.com/leadlagreport/status/2019384832900665357)  2026-02-05T12:17Z 768.5K followers, 11.3K engagements


"Far from it. Its about risk tolerance age etc. Any fiduciary who would put a [--] year old 100% in Bitcoin because its a store of value would be sued out of the industry. And should be. @leadlagreport It sounds like the fiduciaries youre referring to just have a short time horizon. @leadlagreport It sounds like the fiduciaries youre referring to just have a short time horizon"  
[X Link](https://x.com/leadlagreport/status/2019387528386884062)  2026-02-05T12:27Z 768.5K followers, 11.2K engagements


"Correct. Gold isnt a store of value either. @leadlagreport then gold cant be a store of value too dumb take @leadlagreport then gold cant be a store of value too dumb take"  
[X Link](https://x.com/leadlagreport/status/2019388054264512951)  2026-02-05T12:30Z 768.5K followers, 11.9K engagements


"No. It has tail risk. That makes it an investment. @leadlagreport I defer. Precious metal is store of value time and tested for 1000s of year. @leadlagreport I defer. Precious metal is store of value time and tested for 1000s of year"  
[X Link](https://x.com/leadlagreport/status/2019388532553576781)  2026-02-05T12:31Z 768.5K followers, [----] engagements


"YOUR HAMSTER IS FUCKED. If stocks collapse next week alongside Gold and Treasuries stand alone I can promise you Im going to absolutely fucking annoy and destroy you all. I have suffered long enough. There are no gurus only cycles. Your hamster is fucked. If stocks collapse next week alongside Gold and Treasuries stand alone I can promise you Im going to absolutely fucking annoy and destroy you all. I have suffered long enough. There are no gurus only cycles. Your hamster is fucked"  
[X Link](https://x.com/leadlagreport/status/2019389932821966930)  2026-02-05T12:37Z 768.4K followers, 22.4K engagements


"It certainly has been. But past performance is not indicative of future results. People literally are killed because of definitions. And thank you for making my point that Bitcoin is not a store of value. For the third time best of luck. You made a personal attack on me for no reason completely missing my argument to then agree with me. @leadlagreport OK so nothing is a store of value and everything is just an asset. Bitcoin is still the best asset in the long run and you wasted your time on charts definitions & theses only to underperform Uber drivers & brain surgeons who stack hodl & have"  
[X Link](https://x.com/leadlagreport/status/2019394184575164825)  2026-02-05T12:54Z 768.4K followers, 13.4K engagements


"T-Bills are not a store of value either. Nothing is because everything has tail risk - life included. What if you held Gold and put 100% of your net worth in it during a period of sideways movement and died before it actually outpaced inflation Its an investment with uncertain timing of payoff. Its risk. @leadlagreport Love you too but by your definition Gold is not a Store of Value and [----] years of history would disagree By your definition T-Bills would be SOV and [---] years of history would disagree @leadlagreport Love you too but by your definition Gold is not a Store of Value and 5000"  
[X Link](https://x.com/leadlagreport/status/2019398298235179064)  2026-02-05T13:10Z 768.5K followers, 15.4K engagements


"The collapse in Gold brought back the flight to safety behavior in Treasuries. This time I will be right. Treasuries will stand alone"  
[X Link](https://x.com/leadlagreport/status/2019398942685901201)  2026-02-05T13:13Z 768.5K followers, 50.9K engagements


"I think someone is blowing up. Crypto collapse combined with horrific breakdowns in momentum stock names. Some quant money blew up"  
[X Link](https://x.com/leadlagreport/status/2019401250660560898)  2026-02-05T13:22Z 768.5K followers, 97.2K engagements


"They rotated out of Bitcoin into Gold. Now they will rotate out of Gold into long duration Treasuries. Few understand this"  
[X Link](https://x.com/leadlagreport/status/2019402640401310012)  2026-02-05T13:28Z 768.5K followers, 58.8K engagements


"@The3rdReginald You misspelled investing"  
[X Link](https://x.com/leadlagreport/status/2019404754108182926)  2026-02-05T13:36Z 768.5K followers, [--] engagements


"They will crash stocks Gold Silver and Bitcoin to save bonds fuck it"  
[X Link](https://x.com/leadlagreport/status/2019405241771507869)  2026-02-05T13:38Z 768.4K followers, 89.9K engagements


"Im fucking right this time. Its here"  
[X Link](https://x.com/leadlagreport/status/2019435486050484384)  2026-02-05T15:38Z 768.4K followers, 272K engagements


"Unpopular opinion: Michael Saylor is the Black Swan"  
[X Link](https://x.com/leadlagreport/status/2019438409543200813)  2026-02-05T15:50Z 768.4K followers, 51.4K engagements


"Never knew a store of value could crash. Investments though All the time"  
[X Link](https://x.com/leadlagreport/status/2019445401254867279)  2026-02-05T16:17Z 768.4K followers, 15.1K engagements


"Is it time for me to really get annoying"  
[X Link](https://x.com/leadlagreport/status/2019447574130794674)  2026-02-05T16:26Z 768.5K followers, 13.1K engagements


"THE ANNOYING AS FUCK GROWS WITHIN ME"  
[X Link](https://x.com/leadlagreport/status/2019477854107369726)  2026-02-05T18:26Z 768.5K followers, 10.4K engagements


"STOP STEALING MY SHIT DR DANISH Buy assets unless its gold silver equities bitcoin or real estate. They are crashing all assets so they can save the US bond market. Honestly this is fascinating to watch. Buy assets unless its gold silver equities bitcoin or real estate. They are crashing all assets so they can save the US bond market. Honestly this is fascinating to watch"  
[X Link](https://x.com/leadlagreport/status/2019485996170072503)  2026-02-05T18:59Z 768.5K followers, 30.8K engagements


"Few. They rotated out of Bitcoin into Gold. Now they will rotate out of Gold into long duration Treasuries. Few understand this. They rotated out of Bitcoin into Gold. Now they will rotate out of Gold into long duration Treasuries. Few understand this"  
[X Link](https://x.com/leadlagreport/status/2019515473248018701)  2026-02-05T20:56Z 768.5K followers, 17.8K engagements


"Your Bitcoin store of value got cut in half. No. Your Bitcoin INVESTMENT got cut in half. Your Bitcoin INVESTMENT that has TAIL RISK got cut in half. DEFINITIONS FUCKING MATTER"  
[X Link](https://x.com/leadlagreport/status/2019516559983800705)  2026-02-05T21:00Z 768.5K followers, 26.2K engagements


"Im going to absolutely fucking annoy and destroy you all. I have suffered long enough. There are no gurus only cycles. Your hamster is fucked. If stocks collapse next week alongside Gold and Treasuries stand alone I can promise you Im going to absolutely fucking annoy and destroy you all. I have suffered long enough. There are no gurus only cycles. Your hamster is fucked. If stocks collapse next week alongside Gold and Treasuries stand alone I can promise you Im going to absolutely fucking annoy and destroy you all. I have suffered long enough. There are no gurus only cycles. Your hamster is"  
[X Link](https://x.com/leadlagreport/status/2019527159182946459)  2026-02-05T21:42Z 768.5K followers, 26K engagements


"@leadlagreport Where is the money going when it leaves stocks gold and crypto @leadlagreport Where is the money going when it leaves stocks gold and crypto"  
[X Link](https://x.com/leadlagreport/status/2019530028908765496)  2026-02-05T21:54Z 768.5K followers, 30.7K engagements


"@CryptoapX No. Treasuries"  
[X Link](https://x.com/leadlagreport/status/2019530556430569562)  2026-02-05T21:56Z 768.5K followers, [---] engagements


"I was right. I was fucking right. I believe something nasty happens next week. Might be wrong like I was at the end of October [----]. Might be redemption. The reverse carry trade may be about to return again right now. Few. 🐦🔥 https://t.co/DcPvFkQc4G I believe something nasty happens next week. Might be wrong like I was at the end of October [----]. Might be redemption. The reverse carry trade may be about to return again right now. Few. 🐦🔥 https://t.co/DcPvFkQc4G"  
[X Link](https://x.com/leadlagreport/status/2019562021440933924)  2026-02-06T00:01Z 768.4K followers, 28.7K engagements


"@leadlagreport Michael is it time Is the Yen Carry Trade unwinding Are we about to create the oil spike Am I gonna shit my pants IS MY HAMSTER FUCKED @leadlagreport Michael is it time Is the Yen Carry Trade unwinding Are we about to create the oil spike Am I gonna shit my pants IS MY HAMSTER FUCKED"  
[X Link](https://x.com/leadlagreport/status/2019570819652071631)  2026-02-06T00:36Z 768.5K followers, 11.5K engagements


"Ive kinda been on fire lately. Mean reversion"  
[X Link](https://x.com/leadlagreport/status/2019594047120372082)  2026-02-06T02:08Z 768.4K followers, [----] engagements


"Do you understand"  
[X Link](https://x.com/leadlagreport/status/2019596112685142413)  2026-02-06T02:16Z 768.5K followers, 14.2K engagements


"Yes. How do you break the buy the dip mentality Exactly the way Silver did. Crash it hard rebound it hard crash it hard again. I think we see a similar sequence with stocks and crypto. @leadlagreport I feel Mike is right - but we see a V shape recovery and then fall - they will induce the retail @leadlagreport I feel Mike is right - but we see a V shape recovery and then fall - they will induce the retail"  
[X Link](https://x.com/leadlagreport/status/2019597747700297841)  2026-02-06T02:23Z 768.4K followers, 82.6K engagements


"I was right. I was fucking right. The collapse in Gold brought back the flight to safety behavior in Treasuries. This time I will be right. Treasuries will stand alone. The collapse in Gold brought back the flight to safety behavior in Treasuries. This time I will be right. Treasuries will stand alone"  
[X Link](https://x.com/leadlagreport/status/2019599562021957904)  2026-02-06T02:30Z 768.5K followers, 32.5K engagements


"@leadlagreport Exquisite how this marked the local bottom @leadlagreport Exquisite how this marked the local bottom"  
[X Link](https://x.com/leadlagreport/status/2019821581716136241)  2026-02-06T17:12Z 768.5K followers, [----] engagements


"Its happening. Yes. How do you break the buy the dip mentality Exactly the way Silver did. Crash it hard rebound it hard crash it hard again. I think we see a similar sequence with stocks and crypto. Yes. How do you break the buy the dip mentality Exactly the way Silver did. Crash it hard rebound it hard crash it hard again. I think we see a similar sequence with stocks and crypto"  
[X Link](https://x.com/leadlagreport/status/2019825730646139182)  2026-02-06T17:29Z 768.4K followers, 43.3K engagements


"Melt-up. JIM CRAMER: WE HAVE "ENTERED BEAR MARKET TERRITORY." https://t.co/tVmDvPpsDR JIM CRAMER: WE HAVE "ENTERED BEAR MARKET TERRITORY." https://t.co/tVmDvPpsDR"  
[X Link](https://x.com/leadlagreport/status/2019951554938232997)  2026-02-07T01:49Z 768.4K followers, 43.9K engagements


"Last year AI was the accelerant. This year it might be the extinguisher. Massive AI capex. Tech stumbles. Dow hits [-----]. Something big is changing beneath the surface. Read: https://www.leadlagreport.com/p/accelerant-to-extinguisher https://www.leadlagreport.com/p/accelerant-to-extinguisher"  
[X Link](https://x.com/leadlagreport/status/2020161037736067439)  2026-02-07T15:41Z 768.4K followers, [----] engagements


"Central banks are pausing. Growth is cooling. Gold is ripping. The dollar is slipping. This is not a pivot its a transition. Steady Hands Shifting Sands 👇 https://www.leadlagreport.com/p/steady-hands-shifting-sands https://www.leadlagreport.com/p/steady-hands-shifting-sands"  
[X Link](https://x.com/leadlagreport/status/2020176494887334099)  2026-02-07T16:43Z 768.4K followers, 11.1K engagements


"Rest in peace Brad Arnold. Saw [--] Doors Down multiple times. An incredible performer. Very sad news"  
[X Link](https://x.com/leadlagreport/status/2020244153612018033)  2026-02-07T21:11Z 768.4K followers, 17.9K engagements


".@dmoses34 is one of the good ones. An absolute must follow. "Big Short" investor Danny Moses has questions about the AI trade.  Margins are set to compress monetization is still up in the air and winners and losers will emerge just like the dot-com bubble.  @dmoses34 explains. https://t.co/X3uUHi7bAF "Big Short" investor Danny Moses has questions about the AI trade.  Margins are set to compress monetization is still up in the air and winners and losers will emerge just like the dot-com bubble.  @dmoses34 explains. https://t.co/X3uUHi7bAF"  
[X Link](https://x.com/leadlagreport/status/2021028521892794390)  2026-02-10T01:08Z 768.4K followers, 27K engagements


"RT @TeucriumETFs: February WASDE Analysis: https://open.substack.com/pub/teucrium/p/february-wasde-reviewr=2awnye&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/teucrium/p/february-wasde-reviewr=2awnye&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2021359757920174363)  2026-02-10T23:04Z 768.5K followers, [--] engagements


"RT @rafal_wagner: @leadlagreport"  
[X Link](https://x.com/anyuser/status/2021360264986362055)  2026-02-10T23:06Z 768.5K followers, [--] engagements


"RT @graniteshares: Standard distribution timelines for YieldBOOSTstrategies This schedule reflects the standard announcement record/ex"  
[X Link](https://x.com/anyuser/status/2022034620502749459)  2026-02-12T19:46Z 768.5K followers, [--] engagements


"China is buying soybeans like theres no tomorrow 🌎🌱 Imports just surged and when the worlds largest buyer moves ag markets feel it. If you care about soybeans biofuels or global trade you need to read this 👇 @MacroView_Jake @GilbertieSal @TeucriumETFs https://teucrium.substack.com/p/chinas-soybean-import-surge-what https://teucrium.substack.com/p/chinas-soybean-import-surge-what"  
[X Link](https://x.com/leadlagreport/status/2021948182956048389)  2026-02-12T14:03Z 768.5K followers, 10.1K engagements


"Unpopular opinion: Gold will go down more than stocks"  
[X Link](https://x.com/leadlagreport/status/2022089572545704164)  2026-02-12T23:24Z 768.5K followers, 30.5K engagements


"And thats why Treasuries will stand alone. AI is massively deflationary. People are too fucking stupid to see that. @leadlagreport have to agree. Layoff and mass layoff is the only outcome of AI. I have not seen any new jobs/profession can be created by AI yet @leadlagreport have to agree. Layoff and mass layoff is the only outcome of AI. I have not seen any new jobs/profession can be created by AI yet"  
[X Link](https://x.com/leadlagreport/status/2022099431676596402)  2026-02-13T00:04Z 768.5K followers, 26.5K engagements


"3 meals a day and you gain weight. [--] meals a day and you maintain weight. [--] meal a day and you lose weight. Few understand this"  
[X Link](https://x.com/leadlagreport/status/1814680241731756314)  2024-07-20T15:14Z 768.4K followers, 301K engagements


"What is the biggest cheat code in life"  
[X Link](https://x.com/leadlagreport/status/1992209334281925118)  2025-11-22T12:31Z 768.4K followers, 114K engagements


"What is the ultimate contrarian investment idea for [----] in your opinion"  
[X Link](https://x.com/leadlagreport/status/2002016467252883954)  2025-12-19T14:01Z 768.4K followers, 72.4K engagements


"Unpopular opinion: we all died during Covid and this is hell"  
[X Link](https://x.com/leadlagreport/status/2008503608560808163)  2026-01-06T11:39Z 768.5K followers, 1.6M engagements


"In December [----] the Trump administration accelerated federal cannabis rescheduling. That single move could unwind 280E taxes and reshape industry cash flows. I break down [--] overlooked cannabis stocks that could benefit most https://www.leadlagreport.com/p/contrarian-cannabis-sector-5-underappreciated https://www.leadlagreport.com/p/contrarian-cannabis-sector-5-underappreciated"  
[X Link](https://x.com/leadlagreport/status/2011649747346760054)  2026-01-15T04:00Z 768.4K followers, [----] engagements


"Almost no one talks about who gets paid no matter what. Pipelines arent energy bets. Theyre toll roads. While markets obsess over rates AI and geopolitics Americas energy backbone keeps collecting fees as volumes flow. 👇 https://www.leadlagreport.com/p/global-x-mlp-and-energy-income-etf https://www.leadlagreport.com/p/global-x-mlp-and-energy-income-etf"  
[X Link](https://x.com/leadlagreport/status/2017731434966852055)  2026-01-31T22:47Z 768.4K followers, 10K engagements


"Wait so they are gonna rug pull the shit out of Silver again BREAKING: Silver prices post a massive reversal falling nearly -$9/oz in under [--] hours. Gold prices also fall -$220/oz in under [--] hours. https://t.co/F6BaeFDWRl BREAKING: Silver prices post a massive reversal falling nearly -$9/oz in under [--] hours. Gold prices also fall -$220/oz in under [--] hours. https://t.co/F6BaeFDWRl"  
[X Link](https://x.com/leadlagreport/status/2019127135341015073)  2026-02-04T19:13Z 768.5K followers, 29.6K engagements


"Respectfully the moment anything has volatility it is by definition an investment (unpredictable) versus a store of value (perfectly predictable). You are confusing volatility and tail risk and failing to account for the fact that bitcoin is a capital governance system with less risk than any alternative yet devised. You are confusing volatility and tail risk and failing to account for the fact that bitcoin is a capital governance system with less risk than any alternative yet devised"  
[X Link](https://x.com/leadlagreport/status/2019383271373877465)  2026-02-05T12:11Z 768.4K followers, 13.3K engagements


"They gonna margin call Michael Saylor arent they"  
[X Link](https://x.com/leadlagreport/status/2019390624957419567)  2026-02-05T12:40Z 768.4K followers, 198.9K engagements


"Love you Mark but store of value in its definition means perfectly predictable. If there is volatility it is not perfectly predictable. @leadlagreport MG in no way is lack of volatility part of the definition of a Store of Value Risk Free assets have a theoretical absence of volatility but definitionally are the antithesis of SOV because they lose value to inflation every day You are conflating here to make a point Few @leadlagreport MG in no way is lack of volatility part of the definition of a Store of Value Risk Free assets have a theoretical absence of volatility but definitionally are"  
[X Link](https://x.com/leadlagreport/status/2019396538867581284)  2026-02-05T13:03Z 768.4K followers, 14.5K engagements


"RT @TeucriumETFs: The WASDE Report is out Small snack for corn bulls. Exports increased by [---] mln bushels. With no other changes endin"  
[X Link](https://x.com/leadlagreport/status/2021359774466703397)  2026-02-10T23:04Z 768.5K followers, [--] engagements


"RT @TeucriumETFs: It's WASDE Day The USDA will release the report at 12:00 noon ET. Analysts expect slightly tighter US grain and oilsee"  
[X Link](https://x.com/leadlagreport/status/2021359800932794434)  2026-02-10T23:05Z 768.5K followers, [--] engagements


"RT @graniteshares: GraniteShares announced distribution rates for all GraniteShares YieldBOOST ETFs today as listed in the table below"  
[X Link](https://x.com/leadlagreport/status/2021945483405463886)  2026-02-12T13:52Z 768.5K followers, [--] engagements


"RT @graniteshares: GraniteShares announced distribution rates as of February [--] [----] for the following YieldBOOST ETFs: $COYY - YieldBO"  
[X Link](https://x.com/leadlagreport/status/2021945499688067305)  2026-02-12T13:52Z 768.5K followers, [--] engagements


"RT @leadlagreport: [----] was the year when risk-off Treasuries failed to counter risk-on stocks as a hedge against volatility. [----] could b"  
[X Link](https://x.com/leadlagreport/status/2022024321980645637)  2026-02-12T19:05Z 768.5K followers, [--] engagements


"RT @leadlagreport: $JOJO may be able to take advantage of the high yields and return potential of junk bonds when skies are clear but quic"  
[X Link](https://x.com/leadlagreport/status/2022026177066762707)  2026-02-12T19:13Z 768.5K followers, [--] engagements


"And yeah mother fuckers. They will crash stocks to save bonds. They have to. Good fucking night"  
[X Link](https://x.com/leadlagreport/status/2015583309401559434)  2026-01-26T00:31Z 768.5K followers, 193K engagements


"2022 was the year when risk-off Treasuries failed to counter risk-on stocks as a hedge against volatility. [----] could be the flight-to-safety trade back into Treasuries finally returns. If Im right the ATAC Credit Rotation ETF $JOJO can potentially benefit. 🧵👇 (1/10)"  
[X Link](https://x.com/leadlagreport/status/2015811716861358490)  2026-01-26T15:38Z 768.5K followers, 125.6K engagements


"You should watch this. They will fucking crash everything to save bonds"  
[X Link](https://x.com/leadlagreport/status/2019439246097187004)  2026-02-05T15:53Z 768.5K followers, 325.7K engagements


"Costco has a high P/E because Idiocracy was a documentary and were all retarded"  
[X Link](https://x.com/leadlagreport/status/2021033189976776706)  2026-02-10T01:27Z 768.5K followers, 24.8K engagements


"Few. Nice to see one of the most reowned fund managers in history basically just use technical analysis like a true retard trader Love it actually Nice to see one of the most reowned fund managers in history basically just use technical analysis like a true retard trader Love it actually"  
[X Link](https://x.com/leadlagreport/status/2021218180182507910)  2026-02-10T13:42Z 768.5K followers, 15.9K engagements


"Treasuries will stand alone. The flight to safety trade is back. My hell is over"  
[X Link](https://x.com/leadlagreport/status/2021326943803642284)  2026-02-10T20:54Z 768.5K followers, 34.8K engagements


"Bottom. @leadlagreport Rates will eventually go parabolic as massive inflation takes hold. Oil at $200. The last thing in the world is be buying are Treasuries. @leadlagreport Rates will eventually go parabolic as massive inflation takes hold. Oil at $200. The last thing in the world is be buying are Treasuries"  
[X Link](https://x.com/leadlagreport/status/2021347972437639237)  2026-02-10T22:18Z 768.5K followers, 32K engagements


"Wait so they're gonna rug pull the shit out of Silver again"  
[X Link](https://x.com/leadlagreport/status/2022038046678581696)  2026-02-12T20:00Z 768.5K followers, 20.9K engagements


"I'm right. I'm fucking right. The collapse in Gold brought back the flight to safety behavior in Treasuries. This time I will be right. Treasuries will stand alone. The collapse in Gold brought back the flight to safety behavior in Treasuries. This time I will be right. Treasuries will stand alone"  
[X Link](https://x.com/leadlagreport/status/2022064385322267033)  2026-02-12T21:44Z 768.5K followers, 28K engagements


"WAKE UP AI IS BEARISH AS FUCK Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months"  
[X Link](https://x.com/leadlagreport/status/2022079724961648916)  2026-02-12T22:45Z 768.5K followers, 55.7K engagements


"KULR CEO on Powering the Future of AI and Critical Infrastructure https://x.com/i/broadcasts/1YpJkkZmvnoJj https://x.com/i/broadcasts/1YpJkkZmvnoJj"  
[X Link](https://x.com/leadlagreport/status/2013604195769950476)  2026-01-20T13:27Z 768.5K followers, 17.9K engagements


"$JOJO may be able to take advantage of the high yields and return potential of junk bonds when skies are clear but quickly pivot to the flight to safety trade of Treasuries. That flight to safety trade failed in [----] hurting all ATAC Funds. I believe it comes back now. (8/10) https://twitter.com/i/web/status/2015811731545592155 https://twitter.com/i/web/status/2015811731545592155"  
[X Link](https://x.com/leadlagreport/status/2015811731545592155)  2026-01-26T15:39Z 768.5K followers, 21.9K engagements


"Unpopular opinion: the price action of both Gold and Bitcoin are screaming we are entering deflation"  
[X Link](https://x.com/leadlagreport/status/2018817853538087003)  2026-02-03T22:44Z 768.5K followers, 49.5K engagements


"This world can turn me down But I won't turn away And I won't duck and run 'Cause I'm not built that way When everything is gone There's nothing there to fear This world cannot bring me down No 'cause I'm already here oh no Duck and Run was always my favorite. RIP Brad Arnold"  
[X Link](https://x.com/leadlagreport/status/2020280834574667812)  2026-02-07T23:37Z 768.5K followers, 11.8K engagements


"FUCKED. Amazon P/E: 29x Walmart P/E: 46x Costco P/E: 54x Amazon P/E: 29x Walmart P/E: 46x Costco P/E: 54x"  
[X Link](https://x.com/leadlagreport/status/2021030887757054050)  2026-02-10T01:18Z 768.5K followers, 84.7K engagements


"My future self. who saved you when you were at your lowest who saved you when you were at your lowest"  
[X Link](https://x.com/leadlagreport/status/2021031190615273755)  2026-02-10T01:19Z 768.5K followers, 13.6K engagements


"Next we will find out that Epstein is actually an alien"  
[X Link](https://x.com/leadlagreport/status/2021233644786823385)  2026-02-10T14:43Z 768.5K followers, 16.2K engagements


"Most advisors are still boosting posts manually. Were now offering FREE programmatic ad management for qualified U.S. financial advisors. X. LinkedIn. YouTube. Google. We handle targeting creative testing & optimization. You focus on clients Read: https://www.leadlagreport.com/p/free-programmatic-ad-management-for https://www.leadlagreport.com/p/free-programmatic-ad-management-for"  
[X Link](https://x.com/leadlagreport/status/2021350310825103589)  2026-02-10T22:27Z 768.5K followers, [----] engagements


"Wheat isnt boring. Its geopolitics weather shocks export shifts and rising global demand all in one market. 🌾 Flows are changing. Volatility is building. @MacroView_Jake @GilbertieSal @TeucriumETFs Read this before the next move: https://teucrium.substack.com/p/global-wheat-demand-trends-export https://teucrium.substack.com/p/global-wheat-demand-trends-export"  
[X Link](https://x.com/leadlagreport/status/2021357846806528004)  2026-02-10T22:57Z 768.5K followers, [----] engagements


"oh boy we might actually be fucked https://t.co/E9Yz3e1tsk oh boy we might actually be fucked https://t.co/E9Yz3e1tsk"  
[X Link](https://x.com/leadlagreport/status/2021668746868477970)  2026-02-11T19:32Z 768.5K followers, 28.9K engagements


"Where do you find your peace"  
[X Link](https://x.com/leadlagreport/status/2021720886991101976)  2026-02-11T22:59Z 768.5K followers, 16.8K engagements


"God is the purpose of this whole exercise. The journey is so short"  
[X Link](https://x.com/leadlagreport/status/2021724559792050486)  2026-02-11T23:14Z 768.5K followers, 45.3K engagements


""You are the one thing in this world above all other things that you must never give up on." - Lili Reinhart"  
[X Link](https://x.com/leadlagreport/status/2021751212672942195)  2026-02-12T01:00Z 768.5K followers, [----] engagements


"It's time to find my way back to Christ again"  
[X Link](https://x.com/leadlagreport/status/2021751600792981722)  2026-02-12T01:01Z 768.5K followers, 92.6K engagements


"Treasuries will stand alone. It's my time now"  
[X Link](https://x.com/leadlagreport/status/2022023970904756246)  2026-02-12T19:04Z 768.5K followers, 16.7K engagements


"Unpopular opinion: AI is bearish as fuck"  
[X Link](https://x.com/leadlagreport/status/2022047987451801916)  2026-02-12T20:39Z 768.5K followers, 24.1K engagements


"Few. Unpopular opinion: they will rotate from Gold to long duration Treasuries. Unpopular opinion: they will rotate from Gold to long duration Treasuries"  
[X Link](https://x.com/leadlagreport/status/2022064327772315862)  2026-02-12T21:44Z 768.5K followers, 13.9K engagements


"Send the fucking asteroid JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion"  
[X Link](https://x.com/leadlagreport/status/2022098311797444647)  2026-02-12T23:59Z 768.5K followers, 724.2K engagements


"The wealthy play offense. If youre waiting for clarity before taking action youre already behind. This breaks down what it actually means to build wealth aggressively in uncertain times 👇 cc: @Mela_Schaffer @GrantCardone https://www.leadlagreport.com/p/playing-offense-with-wealth https://www.leadlagreport.com/p/playing-offense-with-wealth"  
[X Link](https://x.com/leadlagreport/status/2022105611639623825)  2026-02-13T00:28Z 768.5K followers, [----] engagements

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