# ![@qthomp Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1071942464888598531.png) @qthomp Quinn Thompson

Quinn Thompson posts on X about crypto, bitcoin, we are, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1071942464888598531/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1071942464888598531/c:line/m:interactions.svg)

- [--] Week [-------] +5.10%
- [--] Month [---------] +664%
- [--] Months [---------] -71%
- [--] Year [----------] +75%

### Mentions: [--] [#](/creator/twitter::1071942464888598531/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1071942464888598531/c:line/m:posts_active.svg)

- [--] Month [--] +94%
- [--] Months [---] -8.10%
- [--] Year [---] -53%

### Followers: [------] [#](/creator/twitter::1071942464888598531/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1071942464888598531/c:line/m:followers.svg)

- [--] Week [------] +1.10%
- [--] Month [------] +3.60%
- [--] Months [------] +17%
- [--] Year [------] +58%

### CreatorRank: [-------] [#](/creator/twitter::1071942464888598531/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1071942464888598531/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  44.22% [cryptocurrencies](/list/cryptocurrencies)  #1143 [technology brands](/list/technology-brands)  13.61% [stocks](/list/stocks)  12.93% [countries](/list/countries)  5.44% [social networks](/list/social-networks)  4.76% [celebrities](/list/celebrities)  2.72% [exchanges](/list/exchanges)  2.04% [travel destinations](/list/travel-destinations)  2.04% [financial services](/list/financial-services)  0.68%

**Social topic influence**
[crypto](/topic/crypto) #545, [bitcoin](/topic/bitcoin) #573, [we are](/topic/we-are) 7.48%, [ai](/topic/ai) 6.12%, [$nvda](/topic/$nvda) #461, [market](/topic/market) 5.44%, [the most](/topic/the-most) 5.44%, [balance sheet](/topic/balance-sheet) 4.08%, [investment](/topic/investment) #4280, [$aapl](/topic/$aapl) #57

**Top accounts mentioned or mentioned by**
[@forwardguidance](/creator/undefined) [@fejau_inc](/creator/undefined) [@fejauinc](/creator/undefined) [@andreassteno](/creator/undefined) [@tylerneville](/creator/undefined) [@jamcroissant](/creator/undefined) [@niccarter](/creator/undefined) [@tyler_neville_](/creator/undefined) [@10009nyny](/creator/undefined) [@tin_man67](/creator/undefined) [@spartywrx](/creator/undefined) [@atlas_invst](/creator/undefined) [@profgalloway](/creator/undefined) [@augurinfinity](/creator/undefined) [@wclementeiii](/creator/undefined) [@therealturch](/creator/undefined) [@bussinbiotech](/creator/undefined) [@kuntaknte5](/creator/undefined) [@tdarling1](/creator/undefined) [@0xdfpt](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Strategy (MSTR)](/topic/$mstr) [Ondo (ONDO)](/topic/$ondo) [Ares Management, Corp. (ARES)](/topic/$ares) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [Tesla, Inc. (TSLA)](/topic/tesla) [PSYOP (PSYOP)](/topic/$psyop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"From a fundamental perspective we are past peak $NVDA and peak $AAPL but the market is not yet pricing that outcome appropriately. There is opportunity here. Heading into the new year I can't help but wonder who is deploying fresh capital into Mag7 names like $NVDA and $AAPL. I believe there is an extremely high likelihood that these names lag from here. https://t.co/m4pOUelxLL Heading into the new year I can't help but wonder who is deploying fresh capital into Mag7 names like $NVDA and $AAPL. I believe there is an extremely high likelihood that these names lag from here."  
[X Link](https://x.com/qthomp/status/2020913394392453576)  2026-02-09T17:31Z 29.4K followers, 37.9K engagements


"The AI capex narrative is well understood. What isn't: [--]. Why a $5T company with slowing growth RoC should have a 24x P/S and 45x P/E [--]. Second order effects when financing becomes more expensive and political tides turn against datacenter growth A hawkish Fed balance sheet policy (what Warsh wants) is a liquidity constrained environment relative to last [--] years - if that's the case valuations matter. From a fundamental perspective we are past peak $NVDA and peak $AAPL but the market is not yet pricing that outcome appropriately. There is opportunity here. https://t.co/W3EDUjTGk3 From a"  
[X Link](https://x.com/qthomp/status/2020942328425480215)  2026-02-09T19:26Z 29.4K followers, 14K engagements


"Latest pdf chartbook from this week's @ForwardGuidance episode is out and available to download. NEW ROUNDUP: Dispersion Is Exploding While Main Street Reaccelerates We Cover: 🔸 Labor market reacceleration 🔸 Unprecedented market dispersion 🔸 AI breaking correlations 🔸 Rotation to bottlenecks 🔸 Why Bitcoin is failing & more @Tyler_Neville_ @qthomp @fejau_inc Links https://t.co/dNdJUkhaFY NEW ROUNDUP: Dispersion Is Exploding While Main Street Reaccelerates We Cover: 🔸 Labor market reacceleration 🔸 Unprecedented market dispersion 🔸 AI breaking correlations 🔸 Rotation to bottlenecks 🔸"  
[X Link](https://x.com/qthomp/status/2022651035160859113)  2026-02-14T12:36Z 29.4K followers, [----] engagements


"I will share an idea that I believe is going to be very important to markets in [----]. [----] taught the Trump administration a huge lesson - publicly touting "it's Main Street's turn" and a message of "taking pain" backfired bigly. It caused a record sell off that forced a walk back of rhetoric and delay/reversal of policy objectives. [----] will demonstrate they've learned that lesson and will act accordingly. [----] is about "Main Street's turn" because if it's not they will lose the midterms and Trump's safety wealth and legacy will come under attack. It HAS to be "Main Street's turn" this year"  
[X Link](https://x.com/qthomp/status/2011107087347302780)  2026-01-13T16:04Z 29.3K followers, 34.4K engagements


"Big private equity charts look like death. $BX $ARES $KKR"  
[X Link](https://x.com/qthomp/status/2014441024777515351)  2026-01-22T20:52Z 29.4K followers, 35.7K engagements


"I love this interview where Warsh calls QE a Ponzi scheme and in the same breath says he supported it. Its so obvious that he will be no different than any other Fed chair despite the narratives being peddled. Thought youd like this @Tyler_Neville_ @fejau_inc. One of the top candidates for Fed chair recalling a story where a previous FOMC member called QE a ponzi 😂 @ForwardGuidance https://t.co/hvhf7rtQtP Thought youd like this @Tyler_Neville_ @fejau_inc. One of the top candidates for Fed chair recalling a story where a previous FOMC member called QE a ponzi 😂 @ForwardGuidance"  
[X Link](https://x.com/qthomp/status/2017260845860843667)  2026-01-30T15:37Z 29.2K followers, 19.1K engagements


"This IPO would be to the equity markets what Trump coin launch was to crypto markets. A liquidity vaporizing event as everyone dumps everything they own to make room. SpaceX is considering a potential merger with Tesla as well as an alternative combination with AI firm xAI according to sources a sign billionaire Elon Musk is weighing how to consolidate his empire https://t.co/32pWJrTqQD SpaceX is considering a potential merger with Tesla as well as an alternative combination with AI firm xAI according to sources a sign billionaire Elon Musk is weighing how to consolidate his empire"  
[X Link](https://x.com/qthomp/status/2017298880581279947)  2026-01-30T18:08Z 29.3K followers, 11K engagements


"Bond yields haven't flinched at all on the market liquidations today.I think we got a problem on the long end of the curve. My top two thoughts I shared in a blog post at the beginning of the week were: [--]. 2s30s yield curve is too flat. [--]. Metals caution. https://t.co/hHJLDAshdS My top two thoughts I shared in a blog post at the beginning of the week were: [--]. 2s30s yield curve is too flat. [--]. Metals caution. https://t.co/hHJLDAshdS"  
[X Link](https://x.com/qthomp/status/2017325471906640094)  2026-01-30T19:54Z 29.3K followers, 11.4K engagements


"Did $MSFT earnings let the cat out of the bag on the hyperscaler/semis/AI complex by revealing that 45% of their backlog is tied to OpenAI On top of that we now are getting rumors of $NVDA dropping their financing bid. The OpenAI IPO talks could just be one massive psyop to try and keep the circular funding wheel going in private markets for as long as possible knowing full well they will never be able to raise the money they need in the public markets under the scrutiny that comes with public filings and disclosures. There is a new head scratching OpenAI headline every day. Reminds me of"  
[X Link](https://x.com/qthomp/status/2017576153569972462)  2026-01-31T12:30Z 29.3K followers, 37.6K engagements


"The market's record long semiconductor positioning is a very dangerous setup Was a bit early here but we're not done with this one. https://t.co/Na3JiS6sLO Was a bit early here but we're not done with this one. https://t.co/Na3JiS6sLO"  
[X Link](https://x.com/qthomp/status/2017668392673574923)  2026-01-31T18:36Z 29.2K followers, 55.2K engagements


"Here in south Florida the official [--] week stretch of the year where it rains Iguanas has begun🦎"  
[X Link](https://x.com/qthomp/status/2018020472827347449)  2026-02-01T17:55Z 29.3K followers, 11.4K engagements


"The market's record long semiconductor positioning is a very dangerous setup https://t.co/rDRnit43aC The market's record long semiconductor positioning is a very dangerous setup https://t.co/rDRnit43aC"  
[X Link](https://x.com/qthomp/status/2018043577381671055)  2026-02-01T19:27Z 29.2K followers, 38.3K engagements


"Be careful with $MAGS. Last two meaningful equity market sell offs have come alongside dollar weakness. Long Mag7 is long dollars Long metals is effectively short dollars Choose your horse carefully @qthomp https://t.co/WRCouWXJ14 Long Mag7 is long dollars Long metals is effectively short dollars Choose your horse carefully @qthomp https://t.co/WRCouWXJ14"  
[X Link](https://x.com/qthomp/status/2018408579326468517)  2026-02-02T19:38Z 29.4K followers, 19.3K engagements


"As of now gold's sell off is just an overleveraged positioning flush on the back of a violent dollar short squeeze. Interestingly the few days post-Liberation Day saw very similar price action. I remain a structural dollar bear and correspondingly a structural metals bull. Posted when gold was +10% above its [--] DMA now -2% below it. Long-term chart still is fine. https://t.co/b3oQNzLitq Posted when gold was +10% above its [--] DMA now -2% below it. Long-term chart still is fine. https://t.co/b3oQNzLitq"  
[X Link](https://x.com/qthomp/status/2018424937204125905)  2026-02-02T20:43Z 29.4K followers, 28.3K engagements


"The OpenAI smoke is rising. First the Jensen comments and now this from $ORCL It appears the -50% drop in their stock price has them antsy to dispel the FUD but is it really just sounding the alarm 🚨NEW: A reporter keeps telling Jensen Huang that he said Nvidia would invest $100B in OpenAI. When he corrects her she continues to ignore his words. We've never seen him get this agitated. He still manages to remain so polite. JENSEN: "We never said we would invest $100B in https://t.co/GylkqEV9Ef 🚨NEW: A reporter keeps telling Jensen Huang that he said Nvidia would invest $100B in OpenAI. When"  
[X Link](https://x.com/qthomp/status/2018478902369472564)  2026-02-03T00:17Z 29.3K followers, [----] engagements


"All of the Warsh and metals pontificating is going to look absolutely hilarious in a week or two if they do the same thing they did post-Liberation Day As of now gold's sell off is just an overleveraged positioning flush on the back of a violent dollar short squeeze. Interestingly the few days post-Liberation Day saw very similar price action. I remain a structural dollar bear and correspondingly a structural metals bull. https://t.co/KN5p5QWjjH As of now gold's sell off is just an overleveraged positioning flush on the back of a violent dollar short squeeze. Interestingly the few days"  
[X Link](https://x.com/qthomp/status/2018482219753378244)  2026-02-03T00:30Z 29.3K followers, 39.4K engagements


"@nic_carter Embarrassing. BTC is quickly becoming the laughing stock of the broader investment community. These people will change their tune eventually but only after price forces them to. Looks like we've got further down to go"  
[X Link](https://x.com/qthomp/status/2018751960737071146)  2026-02-03T18:22Z 29.4K followers, 26K engagements


"A "Resist and Unsubscribe" campaign has been launched by @profgalloway targeting the big tech and corporate monopolies with White House influence. Don't forget what we wrote back in December. ."Will large swaths of voters favor the 'support AI growth at all costs' policy stance that benefits asset owners at the expense of workers" ."Do the populist tailwinds revive corporate monopoly break up chatter" A few weeks ago on @ForwardGuidance I called $NVDA a national security threat. The US stock market has a Mag7 problem. Concentration risks are mounting as the top 10% of US stocks now represent"  
[X Link](https://x.com/qthomp/status/2018775725864636855)  2026-02-03T19:56Z 29.2K followers, [----] engagements


"ADP report continues to be weak. [--]. Once again the education and health services sector leads while everything else is gross. +74k jobs there and -52k everywhere else. [--]. Manufacturing has lost jobs every month since March [----] (main street recession) but this month professional and business services and large employers joined the weakness. Aka white collar job losses are picking up steam. I believe SOFR futures are cheap: [--]. The whole point of reducing the duration of their balance sheet a process they began in Q4 last year and will continue under Warsh is to reverse the post-COVID"  
[X Link](https://x.com/qthomp/status/2019057716556087352)  2026-02-04T14:37Z 29.4K followers, [----] engagements


"Has anyone played forward what the collapse of private credit means for the data center buildout Well it ain't good considering how big a footprint they account for in financing AI deals. Industry experts estimate that $3-5 trillion is needed for the AI build out over the next [--] years 25% of that is expected to come from private credit How's that going to work when all the tech-focused private credit funds are nursing -20-30% haircuts across the rest of their book that is oh by the way backleveraged on top of it all. If private equity is just levered illiquid public equity exposure that"  
[X Link](https://x.com/qthomp/status/2019075550489260240)  2026-02-04T15:48Z 29.2K followers, 12.4K engagements


"From [--] weeks ago Hyperscalers out of cash selling securities and plowing everything into CapEx so the winners of this cycle are no longer their stocks they're the bottlenecks theyre forced to buy @qthomp https://t.co/X549JTHFWh Hyperscalers out of cash selling securities and plowing everything into CapEx so the winners of this cycle are no longer their stocks they're the bottlenecks theyre forced to buy @qthomp https://t.co/X549JTHFWh"  
[X Link](https://x.com/qthomp/status/2019366984165847307)  2026-02-05T11:06Z 29.3K followers, 19.7K engagements


"Everyone is all in"  
[X Link](https://x.com/qthomp/status/2019404132709548529)  2026-02-05T13:33Z 29.3K followers, 14.6K engagements


"Warsh's policy agenda (+ Bessent's) is looking to change exactly this 👇. Reduce duration of Fed balance sheet let long end yields trade more freely by doing so puts natural market forces as a limiting check on congress profligate spending and allows Fed to reduce front end rates to rebalance economy steepens yield curves and in tandem with deregulation revitalizes banking system. "Fiscal and monetary policy have been conducted in a way that has drastically benefited big tech (non-cyclicals) at the expense of main street (cyclicals). QE RRP BTFP ATI etc. have all helped suppress long-end"  
[X Link](https://x.com/qthomp/status/2019414001206087988)  2026-02-05T14:13Z 29.4K followers, [----] engagements


"There's a reason this is all coming to a head now. Midterm elections. Electricity costs have been the hottest component of CPI for the last year and now AI is finally hitting white collar job losses too. There is no election victory without slowing AI adoption plain and simple. TRUMP: MICROSOFT WILL MAKE MAJOR CHANGES BEGINNING THIS WEEK TO ENSURE AMERICANS DON'T PAY FOR THEIR POWER CONSUMPTION IN FORM OF HIGHER UTILITY BILLS TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS TRUMP: MICROSOFT WILL MAKE MAJOR CHANGES"  
[X Link](https://x.com/qthomp/status/2019430815428489644)  2026-02-05T15:20Z 29.3K followers, 10.4K engagements


"Silver would be a +60% from here back to the highs from exactly ONE week ago. This market is absolutely bonkers. I am trying the long here"  
[X Link](https://x.com/qthomp/status/2019450184883749252)  2026-02-05T16:36Z 29.3K followers, 15.4K engagements


"I think the odds of this is increasing All of the Warsh and metals pontificating is going to look absolutely hilarious in a week or two if they do the same thing they did post-Liberation Day All of the Warsh and metals pontificating is going to look absolutely hilarious in a week or two if they do the same thing they did post-Liberation Day"  
[X Link](https://x.com/qthomp/status/2019469067103399971)  2026-02-05T17:52Z 29.3K followers, 29.5K engagements


"My guess is this just bottomed BTC for now. What has been the most idiosyncratic and extreme selloff since negative industry events like [----] FTX and [----] China ban the only explanation in my mind for the magnitude of selling is quantum risk. 🔥 LATEST: Michael Saylor says Strategy will initiate a Bitcoin Security Program coordinating with global cybersecurity and crypto communities to address quantum computing threats. https://t.co/iE56HATysV 🔥 LATEST: Michael Saylor says Strategy will initiate a Bitcoin Security Program coordinating with global cybersecurity and crypto communities to"  
[X Link](https://x.com/qthomp/status/2019717880645100007)  2026-02-06T10:20Z 29.3K followers, 30.2K engagements


"Saylors announcement tells me prices have finally gotten the Bitcoin community to acknowledge and address quantum risk. The Bitcoin community is lucky to have @nic_carter. Without him price would still be in free fall and everyone would be wondering why without acknowledging the elephant in the room. Kudos. @nic_carter Embarrassing. BTC is quickly becoming the laughing stock of the broader investment community. These people will change their tune eventually but only after price forces them to. Looks like we've got further down to go. @nic_carter Embarrassing. BTC is quickly becoming the"  
[X Link](https://x.com/qthomp/status/2019718669329195065)  2026-02-06T10:23Z 29.4K followers, 23.6K engagements


"This is playing out to a tee and its only Feb 6th. Imagine where things will be come summer when Republicans are still behind in the polls. I will share an idea that I believe is going to be very important to markets in [----]. [----] taught the Trump administration a huge lesson - publicly touting "it's Main Street's turn" and a message of "taking pain" backfired bigly. It caused a record sell off that forced a walk I will share an idea that I believe is going to be very important to markets in [----]. [----] taught the Trump administration a huge lesson - publicly touting "it's Main Street's turn""  
[X Link](https://x.com/qthomp/status/2019748660012351567)  2026-02-06T12:23Z 29.3K followers, 14.8K engagements


"Iran represents a massive dilemma for the US. The US's economic pressure has collapsed the Iranian financial system with currency destruction bank runs and hyperinflation ensuing. This set off another round of nationwide protests but with the regime more vulnerable and desperate than ever credible sources estimate the number of Iranian protesters killed to be anywhere from 30000-50000+. Unlike Venezuela where there were active opposition boots on the ground and a population of 30M people Iran has a population of 90M people and all opposition leaders have been killed or fled. While 'regime"  
[X Link](https://x.com/qthomp/status/2019749337736040629)  2026-02-06T12:25Z 29.4K followers, 17.9K engagements


"@Pickle_cRypto First part is correct. After part is not necessarily incorrect but still tbd in my view"  
[X Link](https://x.com/qthomp/status/2019750685433057640)  2026-02-06T12:31Z 29.3K followers, [---] engagements


"Isn't it ironic that everyone chirps the daylights out of the Fed for ruining the financial system causing rampant inflation and debasing the currency But then when Trump/Bessent appoint someone who wants to fix/reverse all that people also bitch and moan Which is it"  
[X Link](https://x.com/qthomp/status/2019753545612902652)  2026-02-06T12:42Z 29.4K followers, [----] engagements


"@nic_carter @BillAckman @SecRubio 🤞"  
[X Link](https://x.com/qthomp/status/2019759697788592251)  2026-02-06T13:06Z 29.3K followers, [---] engagements


"The Mag7 largest market cap competition is a lot closer after $GOOGL and $AAPL ascent $NVDA chop and $MSFT decline. Chart created with my fav @AugurInfinity"  
[X Link](https://x.com/qthomp/status/2019778607233520113)  2026-02-06T14:22Z 29.3K followers, [----] engagements


"Appreciate the thoughts I agree with a lot of your view - I wrote in my notes this week "when does Fed stop citing immigration as a reason for labor market woes now that we are lapping the [--] year mark".totally agree wonky times. I was long SOFR futs until yesterday but closed on that violent move down in rates. Where we differ is my supply concerns which for me come from Treasury + public markets + global sovereign yield pressures spillover and I think accelerating FFR cuts will add fuel to that fire. I'm adding to May TLT puts aggressively and plan to continue to next week."  
[X Link](https://x.com/qthomp/status/2019792363648962743)  2026-02-06T15:16Z 29.3K followers, [---] engagements


"@Dcpcooks My view that dollar rolls back over here is a core component as well. I think that will add to inflationary scare as keeps a floor under commodities. Next bout of risk off into March OpEx is going to be stocks down bonds down dollar down imo"  
[X Link](https://x.com/qthomp/status/2019792927984132281)  2026-02-06T15:18Z 29.3K followers, [---] engagements


"1. Mag7 depletes cash reserves to fund capex and begins reducing share buybacks and tapping debt markets [--]. Private credit one of the largest financiers of said capex is facing historic drawdowns across their portfolios and will tighten belts thus reducing supply of debt capital to fund capex *** we are here and moving to [--] *** [--]. Long end yields start to move higher and creditors begin demanding higher cost of capital on top of already widening spreads for AI capex spenders. This will be the icing on the cake for the Mag7 / AI capex trade. https://twitter.com/i/web/status/2019834727210053659"  
[X Link](https://x.com/qthomp/status/2019834727210053659)  2026-02-06T18:05Z 29.3K followers, 77.4K engagements


"@AndreasSteno @Tyler_Neville_ @fejau_inc Not sure what the point of your comment is but we aim to provide actionable market ideas to profit from and equal weight S&P [---] is outperforming Mag7 by 15% since we started calling for this underperformance a few months ago. So edgy or not it's worked and that's what matters"  
[X Link](https://x.com/qthomp/status/2020143832197701708)  2026-02-07T14:33Z 29.4K followers, [---] engagements


"@JBluePolaski_ @ForwardGuidance @Tyler_Neville_ @fejau_inc 🎯 The next months dips should be underwritten with policy risk: "Think about what you wanna buy in a world where Republicans dont have both houses" @qthomp https://t.co/zcH8oKrT2y The next months dips should be underwritten with policy risk: "Think about what you wanna buy in a world where Republicans dont have both houses" @qthomp https://t.co/zcH8oKrT2y"  
[X Link](https://x.com/qthomp/status/2020523502894264330)  2026-02-08T15:41Z 29.4K followers, [---] engagements


"Lots of Fed speeches coming up. Watch for a dovish pivot in the weeks ahead. They ignored the Main Street recession for [--] years (that was because of their policy) but now that white collar job losses are starting they will get more concerned about the labor market. The current policy regime has boosted large caps while crushing small businesses Small business job creation has been in recession since [----] manufacturing has been contracting for months and now even large-business employment has turned negative increasing pressure on https://t.co/rmEcdi3reG The current policy regime has boosted"  
[X Link](https://x.com/qthomp/status/2020572249044951400)  2026-02-08T18:55Z 29.4K followers, 58.1K engagements


"https://www.lekkercapital.com/p/scouting-the-tape-feb-8-2026 Another eventful weeksaid everyone for the 6th consecutive week. If youre not in the chat yet I highly suggest you join and participate. I provide updates as relevant http://x.com/i/article/2020535585698439169 http://x.com/i/article/2020535585698439169"  
[X Link](https://x.com/qthomp/status/2020577724289503537)  2026-02-08T19:17Z 29.4K followers, [----] engagements


"Two weeks ago I wrote a piece about the ramifications of the recent escalations in the US's current 'weak dollar policy'. It puts a floor under bond yields and a ceiling on US stock prices. Yesterday's Warsh article is another sign of where things are headed"  
[X Link](https://x.com/qthomp/status/2020909961383948382)  2026-02-09T17:17Z 29.3K followers, [----] engagements


"@Wild_Randomness"  
[X Link](https://x.com/qthomp/status/2020927447009570994)  2026-02-09T18:27Z 29.3K followers, [----] engagements


"Bear market bounces are the most violent On Friday the GS Most Shorted basket squeezed nearly 9% the biggest one-day rally since April 9th. Five-day volatility on the basket is now [---] the 99th percentile over the last decade. Elevated factor vol + crowded shorts is a recipe for violent counter-moves. https://t.co/dI4UHbdxzf On Friday the GS Most Shorted basket squeezed nearly 9% the biggest one-day rally since April 9th. Five-day volatility on the basket is now [---] the 99th percentile over the last decade. Elevated factor vol + crowded shorts is a recipe for violent counter-moves."  
[X Link](https://x.com/qthomp/status/2020953725695594817)  2026-02-09T20:11Z 29.3K followers, 10.8K engagements


"@WClementeIII @Mark_IKN The list of huge strategic mistakes under the Biden admin is very long. Will go down as one of the worst presidents ever"  
[X Link](https://x.com/qthomp/status/2020968506213400855)  2026-02-09T21:10Z 29.3K followers, [----] engagements


"Bad retail sales falling wage growth and now Hassett and Navarro comments implying bad NFP tomorrow. Lots of Fed speeches coming up. Watch for a dovish pivot in the weeks ahead. They ignored the Main Street recession for [--] years (that was because of their policy) but now that white collar job losses are starting they will get more concerned about the labor market. Lots of Fed speeches coming up. Watch for a dovish pivot in the weeks ahead. They ignored the Main Street recession for [--] years (that was because of their policy) but now that white collar job losses are starting they will get more"  
[X Link](https://x.com/qthomp/status/2021227321512898736)  2026-02-10T14:18Z 29.4K followers, 27.1K engagements


"Two major coal developments in the last [--] hours. [--]. White House announcing purchases and support to revive the industry [--]. Indonesia just ordered the world's largest nickel mine to sharply cut output. They are also looking to cut coal production by -25% and this shows they are serious. Indonesia produces 10% of global coal but is the world's largest exporter. Despite very little coverage coal may be the best way to simultaneously bet on the AI capex boom global economic reacceleration industrial renaissance US natural gas exports and Trump admin deregulation. Just sent out a report detailing"  
[X Link](https://x.com/qthomp/status/2021589381136478334)  2026-02-11T14:17Z 29.4K followers, [----] engagements


"@therealturch @DannyDayan5 @eliant_capital @passedpawn Out of USD assets. Commodities international developed EM etc. Potentially into fixed income as well as non-US bonds and credit have been outperforming US"  
[X Link](https://x.com/qthomp/status/2021619946329903586)  2026-02-11T16:18Z 29.4K followers, [---] engagements


"@BussinBiotech This sentiment will grow louder cc @jam_croissant"  
[X Link](https://x.com/qthomp/status/2021669874041532692)  2026-02-11T19:37Z 29.4K followers, [----] engagements


"@intelarb It matters a lot for Trump. If Dems get senate too"  
[X Link](https://x.com/qthomp/status/2021671262657942003)  2026-02-11T19:42Z 29.4K followers, [----] engagements


"What are your favorite Mag7 longs / shorts and why👇 The Mag7 largest market cap competition is a lot closer after $GOOGL and $AAPL ascent $NVDA chop and $MSFT decline. Chart created with my fav @AugurInfinity https://t.co/0bO0Qvdbfz The Mag7 largest market cap competition is a lot closer after $GOOGL and $AAPL ascent $NVDA chop and $MSFT decline. Chart created with my fav @AugurInfinity https://t.co/0bO0Qvdbfz"  
[X Link](https://x.com/qthomp/status/2021721520813351316)  2026-02-11T23:02Z 29.4K followers, [----] engagements


"When you overlay this chart with crypto prices it's not a great look for the asset class. The decoupling between accelerating retail equity purchases and declining crypto prices over the last [--] months suggests a key cohort of its market participants has moved on"  
[X Link](https://x.com/qthomp/status/2014346202611912937)  2026-01-22T14:35Z 29.4K followers, 202.2K engagements


"Software probably starts to work here. Combination of peak bearish sentiment positioning and now Jensen's magic touch. I have started a basket of TEAM WDAY CRM HUBS ADBE to offset my shorts in other parts of the market. https://x.com/MilkRoadAI/status/2019063457753010187 [--] FACTORS I AM FOCUSED ON: "history is bounded but the future is infinite" . this is taped to my desk. [--]. Software v Semis [--]. Quality L/S Spread [--]. SaaS [--]. High Beta Cyclicals https://t.co/W6hLur2ZsN https://x.com/MilkRoadAI/status/2019063457753010187 [--] FACTORS I AM FOCUSED ON: "history is bounded but the future is infinite""  
[X Link](https://x.com/qthomp/status/2019099564683440403)  2026-02-04T17:23Z 29.4K followers, 28.2K engagements


""This time is different" If you need a clear sign that This Time is Different it really doesnt get clearer than this. If you need a clear sign that This Time is Different it really doesnt get clearer than this"  
[X Link](https://x.com/qthomp/status/1858668053132681637)  2024-11-19T00:26Z 29.4K followers, 457.5K engagements


"If I were an $MSTR holder right now I would sell it all. "This time is different" https://t.co/3N5Egng8lG "This time is different" https://t.co/3N5Egng8lG"  
[X Link](https://x.com/qthomp/status/1859271901706637649)  2024-11-20T16:25Z 29.4K followers, 593.3K engagements


"Walmart is now the 10th largest US public company by market cap at just over $1T not far behind Berkshire in the 9th spot. Who has the best explanation for why $WMT and $COST trade at the valuation multiples they do"  
[X Link](https://x.com/qthomp/status/2020584630173188495)  2026-02-08T19:44Z 29.4K followers, 10K engagements


"Would you buy this chart"  
[X Link](https://x.com/qthomp/status/2021662718667944317)  2026-02-11T19:08Z 29.4K followers, [----] engagements


"From here on out the number of days Bondi is still the AG will be 1:1 inversely correlated with Republicans' midterm odds. Bondi is so unbelievably cooked. Shes a disgrace. Chief law enforcement officer and head of the entire Department of Justice is saying law enforcement and justice doesnt matter because the stock market is at highs. Bondi is so unbelievably cooked. Shes a disgrace. Chief law enforcement officer and head of the entire Department of Justice is saying law enforcement and justice doesnt matter because the stock market is at highs"  
[X Link](https://x.com/qthomp/status/2021660004982698150)  2026-02-11T18:58Z 29.4K followers, 35.1K engagements


"$ORCL has shaved -60% from its market cap yet is still the 20th largest public company in the US. Where does this puppy bottom"  
[X Link](https://x.com/qthomp/status/2020624430377193741)  2026-02-08T22:23Z 29.4K followers, [----] engagements


"Closed all shorts last Thursday and am now sizing these back up. Reiterating short $NVDA $SMH. Short $NVDA $SMH Short $NVDA $SMH"  
[X Link](https://x.com/qthomp/status/2020900048389726298)  2026-02-09T16:38Z 29.4K followers, 17.1K engagements


"A glimpse into the future. After a Dem victory in midterms [----] will bring zero progress on anything impactful for the American people just grandstanding impeachments and blockade votes. As a result [----] will be very messy and the populist uprising will be even louder as people will just be sick and tired of politicians. It will be the first presidential election where boomers no longer control voting power - strap in. You think Mamdani is crazy.that's just the appetizer. News: House Dems are likely to force a vote WEDNESDAY on overturning President Trump's Canada tariffs per sources familiar"  
[X Link](https://x.com/qthomp/status/2020955447478607937)  2026-02-09T20:18Z 29.4K followers, 19.9K engagements


"Ok last tweet on this for now I promise but for whatever reason this is standing out to me as one of those moments everyone will look back on as the start of an impending disaster that will look obvious in hindsight. The Dow is over [-----] The S&P is near [----] The Nasdaq is smashing records. Thats what we should be talking about. We have the sitting head of the US Justice Department obstructing justice for the most heinous of heinous crimes. By her logic all crime is legal then which is a pretty bold implication from the chief law enforcement officer of a country. There is so much more to this"  
[X Link](https://x.com/qthomp/status/2021664954210800056)  2026-02-11T19:17Z 29.4K followers, 34.3K engagements


"Here's a wild crypto price action thought. What if Trump was all a red herring/mirage for Bitcoin Yes there have been some positives like regulatory improvements but there's also been tons of negatives like siphoning billions from the industry and extreme capital misallocation to DATs scams and grift schemes. Maybe the path under a Kamala presidency resulted in a more muted short-term but that could have helped to enforce higher quality building and investment long-term. Ultimately the macro and secular forces rule all so maybe the paths end up converging later this year. Who knows I sure"  
[X Link](https://x.com/qthomp/status/2022392170871705915)  2026-02-13T19:27Z 29.4K followers, 58K engagements


"One way to interpret recent price action in the bond market is that large pools of investment capital have made the determination that a 3.6%-4.1% guaranteed nominal return over the next 5-10 years is preferable to taking on the risk/reward proposition offered by other assets. Given inflation expectations are running in the 2.3% area over the time period this implies investor acceptance of locking in a 1.3-1.8% real return. This suggest a lot of pessimism about the prospects of other investment alternatives"  
[X Link](https://x.com/qthomp/status/2022404331564056603)  2026-02-13T20:15Z 29.4K followers, [----] engagements


"Going forward will be posting our weekly @ForwardGuidance chartbook in a downloadable PDF format on the blog app. This way if you don't want to see @Tyler_Neville_'s face on Youtube but still want to see what economics our quant @fejau_inc is diving deep on you can 🤣😂 ICYMI: Markets Are Entering A New Era Of AI-Driven Disruption We Cover: 🔸 Productivity regime shift 🔸 Mag7 buybacks fading 🔸 Factor rotations 🔸 Bitcoins failure vs gold 🔸 Fed policy Epstein list & more @Tyler_Neville_ @qthomp @fejau_inc Timestamps: 00:00 Intro 02:16 https://t.co/ozn3ZgK8dQ ICYMI: Markets Are Entering A"  
[X Link](https://x.com/qthomp/status/2020490823696110057)  2026-02-08T13:32Z 29.4K followers, 18.7K engagements


"https://x.com/deitaone/status/2021250223721381994 LUTNICK: DOLLAR WAS MANIPULATED HIGHER OVER MANY YEARS LUTNICK: FOREIGNERS USED TRADE SURPLUSES TO BUY OUR COUNTRY https://x.com/deitaone/status/2021250223721381994 LUTNICK: DOLLAR WAS MANIPULATED HIGHER OVER MANY YEARS LUTNICK: FOREIGNERS USED TRADE SURPLUSES TO BUY OUR COUNTRY"  
[X Link](https://x.com/qthomp/status/2021355637964497130)  2026-02-10T22:48Z 29.4K followers, [----] engagements


"Bondi is so unbelievably cooked. Shes a disgrace. Chief law enforcement officer and head of the entire Department of Justice is saying law enforcement and justice doesnt matter because the stock market is at highs"  
[X Link](https://x.com/qthomp/status/2021655488363184443)  2026-02-11T18:40Z 29.4K followers, 91.4K engagements


"If anyone wants a rabbit hole to go down to not think about the Epstein stuff the impact of China's fishing industry on the world's oceans is some fascinating stuff. @Babygravy9 This is currently the International water just [---] miles off of Argentina hundreds of Chinese shipping vessels basically killing all life in the ocean. These ships should be sunk by the dozens at this point its that big of a problem Can see it all on https://t.co/YGJNvS2bhV https://t.co/QEdyxokdZn @Babygravy9 This is currently the International water just [---] miles off of Argentina hundreds of Chinese shipping vessels"  
[X Link](https://x.com/qthomp/status/2021686036783419831)  2026-02-11T20:41Z 29.4K followers, 21K engagements


"Loved this episode @TgMacro @dailydirtnap especially the sports / betting discussion. It touches on some feelings I've been having lately as well. Used to be a MASSIVE sports fan growing up but over the years have continued to lose interest. Haven't really put a finger on exactly why but it seems like most of the sports leagues and ownership are growing out of touch. If I had to guess it probably has something to do with how everything has become so extractive and money driven - club valuations treating teams like PE companies ticket prices unaffordable for most people gambling on every"  
[X Link](https://x.com/qthomp/status/2021942197902258338)  2026-02-12T13:39Z 29.4K followers, 10.3K engagements


"Can someone more creative than me please recreate this scene with the incestual OpenAI circular loop This is the large cap tech big short moment. It will become obvious to people by mid-March. https://www.youtube.com/watchv=3hG4X5iTK8M https://www.youtube.com/watchv=3hG4X5iTK8M"  
[X Link](https://x.com/qthomp/status/2021977774488248405)  2026-02-12T16:00Z 29.4K followers, 12.7K engagements


"Anyone notice the silence from the White House lately 👇 I will share an idea that I believe is going to be very important to markets in [----]. [----] taught the Trump administration a huge lesson - publicly touting "it's Main Street's turn" and a message of "taking pain" backfired bigly. It caused a record sell off that forced a walk I will share an idea that I believe is going to be very important to markets in [----]. [----] taught the Trump administration a huge lesson - publicly touting "it's Main Street's turn" and a message of "taking pain" backfired bigly. It caused a record sell off that"  
[X Link](https://x.com/qthomp/status/2022002690914734171)  2026-02-12T17:39Z 29.4K followers, 15.1K engagements


"Who in their right mind keeps bidding this $140 stock for $192 https://t.co/voEAXq2Mlt https://t.co/voEAXq2Mlt"  
[X Link](https://x.com/qthomp/status/2022049752918241807)  2026-02-12T20:46Z 29.4K followers, 15.2K engagements


"The AI capex boom is absolutely stimulative to *certain* assets in the ecosystem and supply chain but that won't be Mag7 stock prices from here. Revenue growth is slowing input prices rising and you can connect the dots on what that does to profit margins and multiples. $NVDA From a fundamental perspective we are past peak $NVDA and peak $AAPL but the market is not yet pricing that outcome appropriately. There is opportunity here. https://t.co/W3EDUjTGk3 From a fundamental perspective we are past peak $NVDA and peak $AAPL but the market is not yet pricing that outcome appropriately. There is"  
[X Link](https://x.com/qthomp/status/2022305931845837172)  2026-02-13T13:44Z 29.4K followers, [----] engagements


"Things are going to get much crazier in [----] from here. When we look back at the end of the year we will say Jan/Feb was an omen of what was to come. The stakes of the midterms will create conflicting incentives and social/market volatility that will crescendo as we approach"  
[X Link](https://x.com/qthomp/status/2022356756077420632)  2026-02-13T17:06Z 29.4K followers, [----] engagements


"While sectors like staples (XLP) energy (XLE) materials (XLB) and industrials (XLI) have all provided a safe haven in recent weeks as large cap tech has sucked wind most of these are all now reaching exhaustion. This means that from here the indices can continue to be bolstered by the baton getting handed back to the big tech laggards to lead again or it all corrects. The next move is the latter - correlations rising as everything moves down together. https://twitter.com/i/web/status/2022394922062467357 https://twitter.com/i/web/status/2022394922062467357"  
[X Link](https://x.com/qthomp/status/2022394922062467357)  2026-02-13T19:38Z 29.4K followers, [----] engagements


"How ironic would it be if there were a market crisis event in the next few months while Powell is still at the helm of the Fed requiring extreme Fed and White House/Treasury cooperation while those relations are as strained as they've been in recent history"  
[X Link](https://x.com/qthomp/status/2022422761533219309)  2026-02-13T21:28Z 29.4K followers, [----] engagements


"AI investors should study crypto decentralized exchange aggregators and what happens to value capture and profit margins. OpenRouter market share exploding which allocates without "brand awareness" between LLMs Chinese open source models crushing download charts The Megacap Capex ROI debate is going to get very loud again Mag7 appear weakest link in market to me here aside of Software https://t.co/5SpJiZQZXm OpenRouter market share exploding which allocates without "brand awareness" between LLMs Chinese open source models crushing download charts The Megacap Capex ROI debate is going to get"  
[X Link](https://x.com/qthomp/status/2022431751201751462)  2026-02-13T22:04Z 29.4K followers, 12.8K engagements


"How is there more Epstein fallout in every other country BUT the US which housed the majority of his crimes JUST IN: Dubai billionaire CEO Sultan Ahmed bin Sulayem resigns after email reveals Jeffrey Epstein thanked him for "torture video." https://t.co/rX4wq1Ztwd JUST IN: Dubai billionaire CEO Sultan Ahmed bin Sulayem resigns after email reveals Jeffrey Epstein thanked him for "torture video." https://t.co/rX4wq1Ztwd"  
[X Link](https://x.com/qthomp/status/2022435394063601721)  2026-02-13T22:19Z 29.4K followers, 10.8K engagements


"For what it's worth this logic could also be applied to the entire S&P [---]. Here's a wild crypto price action thought. What if Trump was all a red herring/mirage for Bitcoin Yes there have been some positives like regulatory improvements but there's also been tons of negatives like siphoning billions from the industry and extreme capital misallocation https://t.co/jyagaX1hqL Here's a wild crypto price action thought. What if Trump was all a red herring/mirage for Bitcoin Yes there have been some positives like regulatory improvements but there's also been tons of negatives like siphoning"  
[X Link](https://x.com/qthomp/status/2022716213621854333)  2026-02-14T16:55Z 29.4K followers, [----] engagements


"My [--] cents. This is a trader's market. In both traditional and digital assets price moves that usually take weeks are happening in days. This is a sign of market indecision. It also makes market commentary difficult. Two days ago BTC was 10% higher with a $200B higher market cap so presumably someone who was bearish then is less bearish now. It's always a probability distribution never certainties. As @jam_croissant says be water. If you can build strong conviction in the end destination you can exploit inefficiencies along the path. Easier said than done but if trading/investing is not your"  
[X Link](https://x.com/qthomp/status/1877104358044872929)  2025-01-08T21:25Z 29.4K followers, 38.6K engagements


"I will share some context behind this tweet as a thank you to our @ForwardGuidance community. I am grateful for you all @lekker_cap's investors and the friends I have made on here who support us and allow me to do what I love to do everyday. Reach out if you'd like to become an investor and receive more of these long-form views. @fejau_inc and I recorded this podcast on Friday morning (along with @_Andrew_Stein who gave his awesome $LYFT thesis). I was blabbering on about how Bessent and Trump are markets focused and so far have navigated things very well. Over the course of last week"  
[X Link](https://x.com/qthomp/status/1886139898878361920)  2025-02-02T19:49Z 29.4K followers, 88.1K engagements


"Imagine ETH/BTC style price action.but for [--] years. That's Europe/US"  
[X Link](https://x.com/qthomp/status/1887932899900670091)  2025-02-07T18:34Z 29.4K followers, 151.9K engagements


"If you're a crypto startup or protocol I suggest shoring up your balance sheet and runway for a good 24-36 months if you have not already used the recent environment to do so"  
[X Link](https://x.com/qthomp/status/1894169116455420325)  2025-02-24T23:34Z 29.4K followers, 59.8K engagements


"@ramahluwalia Dont forget its the same weekend of SOLs major unlocks which Sacks is a large holder of. Very well coordinated timing"  
[X Link](https://x.com/anyuser/status/1896259081364705324)  2025-03-02T17:59Z 29.4K followers, 23.6K engagements


"If you're in crypto and cheering this I don't know what to tell you. There's just no way that legitimizing two of the largest grift and scams in the existence of the industry is a good thing. Can blame it on the admin being ignorant misinformed or bought but this ain't it"  
[X Link](https://x.com/qthomp/status/1896262133916315864)  2025-03-02T18:11Z 29.4K followers, 381.2K engagements


"The crypto industry cheering an ADA and XRP reserve would be equivalent to enabling the SBF and FTX buddy-buddy relationship with Biden/Gensler. Or Wall Street cheering on Madoff. Or biotech industry cheering on Elizabeth Holmes. It's not good and it's a long-term negative"  
[X Link](https://x.com/qthomp/status/1896264442884829693)  2025-03-02T18:20Z 29.4K followers, 55.3K engagements


"If in fact tomorrow's White House digital asset event pans out to be yet another nothingburger (which is what I expect) it would not surprise me if that catalyzed a real 1-2 week capitulatory move in crypto. I question how long market participants will be able to hold out hope for empty strategic reserve promises and I struggle to see what good news is left to be revealed. I am of the belief that the market showed its hand quite definitively in the aftermath of the weekend Trump pump scam. To me the market sent a loud and clear message as to just how many trapped all-time high buyers there"  
[X Link](https://x.com/qthomp/status/1897712680196358208)  2025-03-06T18:15Z 29.4K followers, 118.6K engagements


"ETH has underperformed the S&P [---] since February 2018"  
[X Link](https://x.com/qthomp/status/1901631818400497988)  2025-03-17T13:48Z 29.4K followers, 232.7K engagements


"Can one of the on-chain investigators confirm for me if it is true that the majority of Ondo's TVL particularly their recent growth is from the team's selling of $ONDO tokens with the proceeds funneled back into the protocol to give off the appearance of organic growth If I had to pick the most egregiously overvalued smoke and mirrors token in all of crypto that I suspect will result in the biggest losses to current holders I would choose $ONDO. If this tweet spares even just one uneducated holder from the impending -99% loss I will consider https://t.co/L93P0mgk0B If I had to pick the most"  
[X Link](https://x.com/qthomp/status/1902049288214978662)  2025-03-18T17:27Z 29.4K followers, 234.7K engagements


"With such highly regarded and well-known capital allocators like GameStop North Korea Bhutan El Salvador and MicroStrategy adopting Bitcoin balance sheet strategies Im surprised there isnt a mad rush of more countries and companies racing in to do the same"  
[X Link](https://x.com/qthomp/status/1905240990471930024)  2025-03-27T12:50Z 29.4K followers, 33.7K engagements


"Make no mistake $ETH as an investment is completely dead. A $225 billion market cap network that is seeing declines in transaction activity user growth and fees/revenues. There is no investment case here. As a network with utility Yes. As an investment Absolutely not"  
[X Link](https://x.com/qthomp/status/1905624997176951141)  2025-03-28T14:16Z 29.4K followers, 1.1M engagements


"No one in crypto is ready for the pain that the average alt/BTC chart is still going to experience. ETHBTC annual returns: 2022: -9% 2023: -25% 2024: -34% YTD 2025: -37% Keep in mind 2023-2024 were two massive bull run years for crypto. Imagine a bear market"  
[X Link](https://x.com/qthomp/status/1905630413256601733)  2025-03-28T14:37Z 29.4K followers, 101.1K engagements


"Bessent is Druck and Soros level greatness in the macro arena. The ignorance of the armchair economists and fake news coming out to discredit him is out of touch with reality. He is visibly passionate about what hes been given the opportunity to do for the country and its clear he is the mastermind behind the current economic rebalancing based on everything being done tracking his word to a tee. Treasury Secretary Scott Bessent explains the administrations new tariffs and why we had to do something to stop the slide. (0:00) Trumps Tariff Plan (5:42) The Current State of the Stock Market"  
[X Link](https://x.com/qthomp/status/1908491531192856902)  2025-04-05T12:06Z 29.4K followers, 786.3K engagements


"I'd like to go on record and cancel this prediction and make a new one. I think Bitcoin will hit a new all-time high this year. My estimations of the likelihood that Bitcoin is topped for the coming time horizons: Next [--] months: 80% [--] months: 70% [--] months: 60% [--] months: 51% https://t.co/LdXogkC8nu My estimations of the likelihood that Bitcoin is topped for the coming time horizons: Next [--] months: 80% [--] months: 70% [--] months: 60% [--] months: 51% https://t.co/LdXogkC8nu"  
[X Link](https://x.com/anyuser/status/1909052524641804477)  2025-04-07T01:16Z 29.4K followers, 203.9K engagements


"Me: Calls Trump win early [----]. Calls BTC 100k in summer [----]. Calls BTC correction to low 80s since late December [----]. Trolls with TDS: "You're retarded" BTC 110k in 2025"  
[X Link](https://x.com/anyuser/status/1909054777956200904)  2025-04-07T01:25Z 29.4K followers, 37.6K engagements


"You all are so offsides its not even funny I can't help but chuckle at the idea of Trump cutting [--] deals next week to lower trade barriers for US companies and doing more for American workers in [---] days than any president in the last decade. How many straight limit up days would the S&P [---] see I can't help but chuckle at the idea of Trump cutting [--] deals next week to lower trade barriers for US companies and doing more for American workers in [---] days than any president in the last decade. How many straight limit up days would the S&P [---] see"  
[X Link](https://x.com/qthomp/status/1909249716178600244)  2025-04-07T14:19Z 29.4K followers, 79.1K engagements


"Who's ready for the soft CPI print tomorrow that gets the Fed talking about cuts again"  
[X Link](https://x.com/qthomp/status/1910076964502728997)  2025-04-09T21:06Z 29.4K followers, 78.5K engagements


"@BobEUnlimited Buy everything and sell gold"  
[X Link](https://x.com/anyuser/status/1910407867745591309)  2025-04-10T19:01Z 29.4K followers, 10.2K engagements


"In light of the recent Mantra $OM token scam probably prudent to recirculate this thread on $ONDO in case it saves at least one person from the eventual financial ruin Can one of the on-chain investigators confirm for me if it is true that the majority of Ondo's TVL particularly their recent growth is from the team's selling of $ONDO tokens with the proceeds funneled back into the protocol to give off the appearance of organic growth Can one of the on-chain investigators confirm for me if it is true that the majority of Ondo's TVL particularly their recent growth is from the team's selling of"  
[X Link](https://x.com/qthomp/status/1911591891109343386)  2025-04-14T01:26Z 29.4K followers, 112.4K engagements


"My sense is that everyone wants to short $88000 BTC and [----] S&P [---]. I wonder if Mr. Market will make it that easy"  
[X Link](https://x.com/qthomp/status/1912156748045054087)  2025-04-15T14:51Z 29.4K followers, 33.1K engagements


"When Softbank enters an asset you own you sell. I don't make the rules"  
[X Link](https://x.com/anyuser/status/1915381962648268931)  2025-04-24T12:27Z 29.4K followers, 55.7K engagements


"Any comment here @DOGE"  
[X Link](https://x.com/anyuser/status/1917605557550096887)  2025-04-30T15:42Z 29.4K followers, 190.9K engagements


"While many are cheering $COIN's entry into the S&P [---] it's been quite the week otherwise. Obstructing the stablecoin bill to prolong their regulatory capture at the industry's expense losing customer funds and jeopardizing personal data (obviously way larger than 1% of users) and now an SEC investigation. What amazing timing too that this was all announced after the S&P [---] inclusion pump that insiders sold into"  
[X Link](https://x.com/qthomp/status/1923067884521275555)  2025-05-15T17:28Z 29.4K followers, 52.2K engagements


"The ticker is ETH"  
[X Link](https://x.com/anyuser/status/1975207892145033393)  2025-10-06T14:33Z 29.4K followers, 66.6K engagements


"There's about [--] at most [--] times per year where I feel like I'm seeing things at [---] degree odds with the crypto twitter consensus. The previous few times like this were Sept [----] Sept [----] and Feb [----]. I am using the below [--] tweets to summarize consensus. [--]. [--]. [--]. https://x.com/cburniske/status/1979046848649470358 https://x.com/blknoiz06/status/1979746850572783697 https://x.com/qwqiao/status/1979934911910858981 https://x.com/cburniske/status/1979046848649470358 https://x.com/blknoiz06/status/1979746850572783697 https://x.com/qwqiao/status/1979934911910858981"  
[X Link](https://x.com/qthomp/status/1980243641541984298)  2025-10-20T12:04Z 29.4K followers, 275.4K engagements


"I don't post about alt coins often but if I did all I would talk about is $SYRUP and @maplefinance. They are hands down the brightest shining star in all of crypto. The level of respect and admiration I have for that whole team is off the charts. Every single week they show up and put on an absolute work ethic and execution clinic. @syrupsid and @joe_defi will go down as two of the top founders this industry has ever seen. If you're a crypto VC and don't have exposure to these guys you will look silly in [--] years"  
[X Link](https://x.com/qthomp/status/1980281701222817819)  2025-10-20T14:35Z 29.4K followers, 48.2K engagements


"Imagine if traditional asset managers after just aping the most successful ETF launch ever for [--] years straight just start coming out and saying "yeah we're done buying for the next year because we are coming up on the bad part of the [--] year cycle""  
[X Link](https://x.com/anyuser/status/1980346062922809599)  2025-10-20T18:51Z 29.4K followers, 41.3K engagements


"Current setup for BTC and ETH is rare - largest positioning rinse in history of crypto while standing on doorstep of macro goldilocks. 10/10 liquidation cleared more leverage in $ and % of OI than entire Jan-Apr '25 period. Opportunity ahead is similar to pre-Trump victory '24. There's about [--] at most [--] times per year where I feel like I'm seeing things at [---] degree odds with the crypto twitter consensus. The previous few times like this were Sept [----] Sept [----] and Feb [----]. I am using the below [--] tweets to summarize consensus. [--]. There's about [--] at most [--] times per year where I feel like"  
[X Link](https://x.com/qthomp/status/1981040936890081390)  2025-10-22T16:52Z 29.4K followers, 318.9K engagements


"If you watch @ForwardGuidance you will recall @fejau_inc and my gold rants back in late summer. When this picture leaked it was nail in the coffin and the most obvious buy gold signal you could get after its 4-5 month consolidation. Basically getting the same thing now after a [--] month BTC consolidation. Don't miss the forest for the trees. https://x.com/brian_armstrong/status/1980758103282024932 https://x.com/brian_armstrong/status/1980758103282024932"  
[X Link](https://x.com/qthomp/status/1981042845591994695)  2025-10-22T16:59Z 29.4K followers, 21.1K engagements


"Anyone want to run the math on what percentage of -30-40% open interest crypto liquidation events was it a good idea to get bearish AFTER it happened"  
[X Link](https://x.com/anyuser/status/1981143483072254104)  2025-10-22T23:39Z 29.4K followers, 125.9K engagements


"The Louvre doesn't need the jewels back they can just hang this there Anyone want to run the math on what percentage of -30-40% open interest crypto liquidation events was it a good idea to get bearish AFTER it happened Anyone want to run the math on what percentage of -30-40% open interest crypto liquidation events was it a good idea to get bearish AFTER it happened"  
[X Link](https://x.com/anyuser/status/1981144507094880738)  2025-10-22T23:43Z 29.4K followers, 90.5K engagements


"The pending lockout rally we are about to see in Bitcoin will mimic gold's recent run. The lineup of bullish macro catalysts over the coming trading days is remarkable. 10/24: soft/inline CPI 10/27: corporate buyback blackout ends 10/29: QRA continued accommodative policy 10/29: FOMC rate cut + QT end 10/31: Trump-Xi deal November: vol crush + best liquidity month"  
[X Link](https://x.com/qthomp/status/1981405223957430740)  2025-10-23T16:59Z 29.4K followers, 152.7K engagements


"What if I said that where Bitcoin is today in 'cycle talk' is more comparable to March [----] or October [----] than it is to December [----] What if I said this next leg up that likely tops in January [----] is just a warm up for an even bigger leg up starting in April 2026"  
[X Link](https://x.com/anyuser/status/1981492435441369115)  2025-10-23T22:46Z 29.4K followers, 57.4K engagements


"During gold's recent lockout rally it printed green 33/41 trading days (57 calendar days). I expect similar vibes for BTC. The pending lockout rally we are about to see in Bitcoin will mimic gold's recent run. The lineup of bullish macro catalysts over the coming trading days is remarkable. 10/24: soft/inline CPI 10/27: corporate buyback blackout ends 10/29: QRA continued accommodative policy 10/29: The pending lockout rally we are about to see in Bitcoin will mimic gold's recent run. The lineup of bullish macro catalysts over the coming trading days is remarkable. 10/24: soft/inline CPI"  
[X Link](https://x.com/qthomp/status/1982840188565893529)  2025-10-27T16:01Z 29.4K followers, 30K engagements


"With all of the fear mongering around DATs I suggest probing the following questions: [--]. Is this priced in BTC and ETH have underperformed all other risk assets for [--] months now likely attributable at least in some or in large part to this idea. [--]. Does this matter to the market 80% of DAT NAV is held by MSTR and BMNR who both have a wide array of financing options to not have to liquidate. Chairman Lee buy has been buying [--] ETHZilla's per week now for the past few months. When you cut through the noise maybe it's a good thing the market rids itself of 90% of these vehicles so capital can"  
[X Link](https://x.com/qthomp/status/1983169826878062992)  2025-10-28T13:51Z 29.4K followers, 16.7K engagements


"FOMC day has arrived where per usual we will not learn anything new from Powell. The Fed's end to QT has already been leaked to big bank strategists and the WSJ they will cut at their next two meetings to stay consistent with September dot plot and market expectations and they will continue to prioritize supporting growth while avoiding public acknowledgement that their inflation target has shifted up to 3%. Fast forward a few hours and Trump will be touting his meeting with Xi as the most successful and important meeting any US president has ever had. There will be talks of a grand deal made"  
[X Link](https://x.com/qthomp/status/1983511182943158509)  2025-10-29T12:28Z 29.4K followers, 147.2K engagements


"We'll cover it on @ForwardGuidance tomorrow but my take on FOMC is as follows. Powell appeared to be playing political games / posturing / CYA around the December verbiage possibly to communicate to the admin to get the government reopened. It almost felt like a threat that if no data (due to continued government shutdown) then there won't be a December cut and the market was briefly thrown off by that uncertainty. The immediate reaction made sense given it is quite abnormal to hear Powell comment on market pricing so specifically as he always refrains from doing so and makes a point to say"  
[X Link](https://x.com/qthomp/status/1983656245371531553)  2025-10-29T22:04Z 29.4K followers, 61.3K engagements


"Saylor may have just thrown up the bat signal when we needed him most"  
[X Link](https://x.com/qthomp/status/1737457040925077739)  2023-12-20T12:56Z 29.4K followers, 208.5K engagements


"So here's a little hunch with some free alpha. Let's see how it plays out. $MSTR/BTC and $COIN/BTC are typically very correlated. Over the last [--] weeks the latter has moved higher while the former has stagnated. This tells me $MSTR is actively selling shares to buy BTC. 1/ Saylor may have just thrown up the bat signal when we needed him most https://t.co/FIjECxEEyk Saylor may have just thrown up the bat signal when we needed him most https://t.co/FIjECxEEyk"  
[X Link](https://x.com/qthomp/status/1737636758907769030)  2023-12-21T00:51Z 29.4K followers, 221.3K engagements


"Let me explain why this all matters for ETH 🧵👇 1/ Assume the ETH ETF gets launched what % of the new Bitcoin ETF inflows will be diversified into an ETH ETF Assume the ETH ETF gets launched what % of the new Bitcoin ETF inflows will be diversified into an ETH ETF"  
[X Link](https://x.com/qthomp/status/1762652294993105013)  2024-02-28T01:33Z 29.4K followers, 92.9K engagements


"Title: We are amidst one of the most obvious and attractive crypto buying opportunities of recent memory. Subtitle: While the market has completely reset the structurally positive election liquidity and crypto momentum cycles remain intact. Body: In all of my [--] years in crypto I have never seen it be so cool amongst crypto native investors as it is right now to be bearish. Remember in March and April it was cool to be bullish and you were ridiculed id you had a cautious view or weren't chasing the newest meta Lately it appears Twitter has become a contest to see who can have the most negative"  
[X Link](https://x.com/qthomp/status/1806043691447926872)  2024-06-26T19:15Z 29.4K followers, 137.4K engagements


"Alright gang. I haven't been this bulled up since last October when I posted this originally and it's the 1st day of Q3 so let's give it another go. November 1st [----] December [--] [----] https://t.co/bn2EsJsQep December [--] [----] https://t.co/bn2EsJsQep"  
[X Link](https://x.com/qthomp/status/1807848400177844529)  2024-07-01T18:47Z 29.4K followers, 87.4K engagements


"I am starting to ponder the possibility that we just came out of the worst of the economic slowdown that we will see for 12+ months. While still developing the idea I believe there is a non-zero chance that the best recent macro analog for today is the start of Q4 2020"  
[X Link](https://x.com/qthomp/status/1812638780098252899)  2024-07-15T00:02Z 29.4K followers, 62K engagements


"BOTTOM SIGNAL. BID. I DONT WANT TO HEAR THE WORD GOX EVER AGAIN. We are pleased to say that the credited assets that we have distributed to Mt. Gox creditors on Bitstamp are now fully accessible after completing security checks. Thank you for your patience. We are pleased to say that the credited assets that we have distributed to Mt. Gox creditors on Bitstamp are now fully accessible after completing security checks. Thank you for your patience"  
[X Link](https://x.com/qthomp/status/1816851040806850615)  2024-07-26T15:00Z 29.4K followers, 21K engagements


"Fighting this trend is just not a bet I want to make"  
[X Link](https://x.com/qthomp/status/1830533081943441804)  2024-09-02T09:07Z 29.4K followers, 97.6K engagements


"Answer: Didn't take long. .+13% since Sunday Any guesses how long into the impending SOLETH breakout do we start to see real ETH maxi capitulation The first leg of the cycle provided the roadmap for those who chose to listen to the market. More of the same is likely for the second leg that is about to commence. Any guesses how long into the impending SOLETH breakout do we start to see real ETH maxi capitulation The first leg of the cycle provided the roadmap for those who chose to listen to the market. More of the same is likely for the second leg that is about to commence"  
[X Link](https://x.com/qthomp/status/1849178225903358084)  2024-10-23T19:56Z 29.4K followers, 95.5K engagements


"I will be sharing some thoughts and reflections later today but let me give a go forward piece of advice. This move should not be faded. This market will run for many weeks and months from here. If youre out of position find an entry and get in position. Its that easy"  
[X Link](https://x.com/qthomp/status/1854130786972176802)  2024-11-06T11:56Z 29.4K followers, 13.4K engagements


"With success like this Warren is about to see a coup in her 'anti-crypto army'. Nothing makes politicians pivot quicker than seeing dollar signs. [--] out of [--] candidates backed by crypto's biggest PAC were declared winners as of Friday morning. 💯 https://t.co/tGkgEyQPdf [--] out of [--] candidates backed by crypto's biggest PAC were declared winners as of Friday morning. 💯 https://t.co/tGkgEyQPdf"  
[X Link](https://x.com/qthomp/status/1855000889276211323)  2024-11-08T21:34Z 29.4K followers, 50.6K engagements


"Pretty classic we recorded this right before we got the February tariffs confirmation news and Trump went on to say hes not concerned about a short-term negative disruption in markets. Good reminder to always be updating your views with new information ICYMI Weekly Roundup out now 🔥 We discuss: - Takeaways from the Fed meeting - Trump's back & forth economic policies - The bull case for Lyft - A potential goldilocks comeback & more 00:00 Introduction 01:58 Lyft Investment Thesis 03:12 Valuation Comparison and Market https://t.co/9VKfEjbDzG ICYMI Weekly Roundup out now 🔥 We discuss: -"  
[X Link](https://x.com/qthomp/status/1885713555548192833)  2025-02-01T15:35Z 29.4K followers, 66.5K engagements


"Love the honesty from the new US Treasury"  
[X Link](https://x.com/qthomp/status/1886507864904359998)  2025-02-03T20:11Z 29.4K followers, 116.2K engagements


"My estimations of the likelihood that Bitcoin is topped for the coming time horizons: Next [--] months: 80% [--] months: 70% [--] months: 60% [--] months: 51%"  
[X Link](https://x.com/qthomp/status/1894071075350208583)  2025-02-24T17:05Z 29.4K followers, 205.5K engagements


"Confirmed this did not disappoint. Some big crumbs coming out tomorrow @jam_croissant @fejau_inc Today is probably the most excited I have been to record a @ForwardGuidance podcast.will be out tomorrow.🥐 Today is probably the most excited I have been to record a @ForwardGuidance podcast.will be out tomorrow.🥐"  
[X Link](https://x.com/qthomp/status/1895195555611189310)  2025-02-27T19:33Z 29.4K followers, 120.4K engagements


"Tomorrow AM🥐 @jam_croissant @fejau_inc Confirmed this did not disappoint. Some big crumbs coming out tomorrow @jam_croissant @fejau_inc Confirmed this did not disappoint. Some big crumbs coming out tomorrow @jam_croissant @fejau_inc"  
[X Link](https://x.com/qthomp/status/1895236377048162471)  2025-02-27T22:15Z 29.4K followers, 115.1K engagements


"It's out folks. This is mandatory weekend listening. Cem dropped a lot of new insights and predictions for the first time publicly. Thank you @jam_croissant for joining @fejau_inc and me on @ForwardGuidance Links below 👇"  
[X Link](https://x.com/qthomp/status/1895464744557113747)  2025-02-28T13:23Z 29.4K followers, 115.2K engagements


"Take note of those you follow for market advice who are spewing emotional drama and hysterical fear right now. It won't age well. Haven't seen market participants this emotional in a long time. Just remember emotions and investing don't mix well and when they do mix there is usually opportunity somewhere in there. Find it and exploit it. https://t.co/ZbLmLBA0mc Haven't seen market participants this emotional in a long time. Just remember emotions and investing don't mix well and when they do mix there is usually opportunity somewhere in there. Find it and exploit it. https://t.co/ZbLmLBA0mc"  
[X Link](https://x.com/qthomp/status/1908146453756674343)  2025-04-04T13:15Z 29.4K followers, 38.7K engagements


"Are you ready"  
[X Link](https://x.com/qthomp/status/1908178785846820946)  2025-04-04T15:24Z 29.4K followers, 61.3K engagements


"When in doubt I get my macro takes from crypto twitter traders who have been calling for alt season for the last two months"  
[X Link](https://x.com/qthomp/status/1908528682328564131)  2025-04-05T14:34Z 29.4K followers, 17.7K engagements


"The time to panic was weeks ago. Now is not the time to get bear holed in a doomer mindset. If you're a crypto startup or protocol I suggest shoring up your balance sheet and runway for a good 24-36 months if you have not already used the recent environment to do so. If you're a crypto startup or protocol I suggest shoring up your balance sheet and runway for a good 24-36 months if you have not already used the recent environment to do so"  
[X Link](https://x.com/qthomp/status/1908979970870825368)  2025-04-06T20:27Z 29.4K followers, 32.2K engagements


"I can't help but chuckle at the idea of Trump cutting [--] deals next week to lower trade barriers for US companies and doing more for American workers in [---] days than any president in the last decade. How many straight limit up days would the S&P [---] see JUST IN: Over [--] countries have reached out to President Trump to negotiate new trade deals US National Economic Council Director says. https://t.co/cZ0MC3Fmiu JUST IN: Over [--] countries have reached out to President Trump to negotiate new trade deals US National Economic Council Director says. https://t.co/cZ0MC3Fmiu"  
[X Link](https://x.com/qthomp/status/1908986748882805183)  2025-04-06T20:54Z 29.4K followers, 113.2K engagements


"People are going to be shocked at how quickly the narrative flips Are you ready https://t.co/mdJGGdCC6K Are you ready https://t.co/mdJGGdCC6K"  
[X Link](https://x.com/qthomp/status/1908996450823909611)  2025-04-06T21:33Z 29.4K followers, 63.9K engagements


"Take notes folks. After calling for the end of the world and selling the bottom at the next market top this crowd will once again be saying "Trump pivoted. I knew he would he finally came to his senses. We are back on solid footing." These are the people we will sell into. Take note of those you follow for market advice who are spewing emotional drama and hysterical fear right now. It won't age well. Take note of those you follow for market advice who are spewing emotional drama and hysterical fear right now. It won't age well"  
[X Link](https://x.com/qthomp/status/1909304834844488186)  2025-04-07T17:58Z 29.4K followers, 64K engagements


"Many people are now telling me the bottom is in after the Nasdaq is +10% off the lows. I hope they are right"  
[X Link](https://x.com/qthomp/status/1909608840124899743)  2025-04-08T14:06Z 29.4K followers, 19.4K engagements


"You wouldn't tell by the stock market's price action yesterday and today but the news flow tells me that the situation with China is reheating not calming"  
[X Link](https://x.com/qthomp/status/1912272304903426230)  2025-04-15T22:30Z 29.4K followers, 26.8K engagements


"Powell was incredibly hawkish. So much so he went out of his way to warn of elevated structural risks for the United States making it a less attractive jurisdiction for investment. He also downplayed the recent market volatility as "orderly functioning as expected". Mega hawk"  
[X Link](https://x.com/qthomp/status/1912576245826744577)  2025-04-16T18:38Z 29.4K followers, 42.4K engagements


"Another [--] page presentation at @USTreasury regarding stablecoins. The most comprehensive I've seen to date. cc @nic_carter"  
[X Link](https://x.com/qthomp/status/1917619129676357692)  2025-04-30T16:36Z 29.4K followers, 28.5K engagements


"Youre hired Valter @qthomp quick and dirty https://t.co/Vi2jXWoydl @qthomp quick and dirty https://t.co/Vi2jXWoydl"  
[X Link](https://x.com/qthomp/status/1981364437614301679)  2025-10-23T14:17Z 29.4K followers, 38.3K engagements

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