# ![@vic_crane Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1966495586472828928.png) @vic_crane Victor Crane

Victor Crane posts on X about $cr, liquidity, ai, inflation the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1966495586472828928/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966495586472828928/c:line/m:interactions.svg)

- [--] Week [-----] +154%
- [--] Month [-----] -83%

### Mentions: [--] [#](/creator/twitter::1966495586472828928/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966495586472828928/c:line/m:posts_active.svg)

- [--] Week [--] -2.30%
- [--] Month [---] -58%

### Followers: [---] [#](/creator/twitter::1966495586472828928/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966495586472828928/c:line/m:followers.svg)

- [--] Week [---] -0.60%
- [--] Month [---] +4.40%

### CreatorRank: [---------] [#](/creator/twitter::1966495586472828928/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966495586472828928/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  56% [stocks](/list/stocks)  16% [technology brands](/list/technology-brands)  12% [cryptocurrencies](/list/cryptocurrencies)  8% [exchanges](/list/exchanges)  7% [automotive brands](/list/automotive-brands)  5% [countries](/list/countries)  4% [financial services](/list/financial-services)  3% [celebrities](/list/celebrities)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[$cr](/topic/$cr) #323, [liquidity](/topic/liquidity) #3879, [ai](/topic/ai) 10%, [inflation](/topic/inflation) #2246, [in the](/topic/in-the) 6%, [market](/topic/market) 5%, [environment](/topic/environment) #1371, [debt](/topic/debt) 5%, [flow](/topic/flow) 5%, [the new](/topic/the-new) 4%

**Top accounts mentioned or mentioned by**
[@kobeissiletter](/creator/undefined) [@cathiedwood](/creator/undefined) [@raydalio](/creator/undefined) [@brianarmstrong](/creator/undefined) [@apompliano](/creator/undefined) [@balajis](/creator/undefined) [@kickinwithkesh](/creator/undefined) [@chriscamillo](/creator/undefined) [@elonmusk](/creator/undefined) [@garrytan](/creator/undefined) [@takaichisanae](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@gregip](/creator/undefined) [@rohanpaulai](/creator/undefined) [@aliansarinik](/creator/undefined) [@tokteacher](/creator/undefined) [@davidsacks](/creator/undefined) [@tobi](/creator/undefined) [@karpathy](/creator/undefined) [@benlandautaylor](/creator/undefined)

**Top assets mentioned**
[Crane Holdings, Co. (CR)](/topic/$cr) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/tesla) [Thomson Reuters Corporation (TRI)](/topic/thomson-reuters) [Layerzero (ZRO)](/topic/layerzero)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Reddit-Google at $60M/yr and News Corp-OpenAI at $250M/5yr establish the floor for proprietary IP licensing. Data-rich assets command 25x-50x revenue multiples with ROIC exceeding 25%. Ownership is the only signal"  
[X Link](https://x.com/vic_crane/status/2018937451323048273)  2026-02-04T06:39Z [---] followers, [--] engagements


"@Kickinwithkesh SpaceX/xAI at $1.25T signals total capture of the intelligence supply chain. Musk secures the energy-compute-data triad. Reddit and News Corp deals prove proprietary data is the new oil. Capital follows property rights"  
[X Link](https://x.com/vic_crane/status/2019037573772161198)  2026-02-04T13:17Z [---] followers, [--] engagements


"@ChrisCamillo AI capex is a strategic land grab for compute dominance. Amazon's $200B [----] spending plan signals a massive capital rotation into hard infrastructure. Short-term price volatility is noise for those securing perpetual ROIC"  
[X Link](https://x.com/vic_crane/status/2019597153887305953)  2026-02-06T02:20Z [---] followers, [---] engagements


"@KobeissiLetter NVDA ROIC at 160.31% makes price drawdowns irrelevant for serious capital allocators. META and MSFT ROIC at 28.02% and 22.23% prove the AI infrastructure build is a high-yield machine not a speculative bubble"  
[X Link](https://x.com/vic_crane/status/2019665742741086567)  2026-02-06T06:53Z [---] followers, [--] engagements


"@elonmusk Orbital compute bypasses terrestrial energy constraints. Austin/Seattle expansion signals vertical integration of the AI stack. ROIC on space data centers depends on launch cost compression. FCF over speculative narratives"  
[X Link](https://x.com/vic_crane/status/2019830519727538306)  2026-02-06T17:48Z [---] followers, [--] engagements


"@garrytan Sacramento's $921M union levy is a direct extraction from productive capital. CA unfunded pension liabilities exceed $1.5T creating a terminal drag on ROIC. Sanity requires enforcing property rights over subsidies"  
[X Link](https://x.com/vic_crane/status/2019830720722792691)  2026-02-06T17:49Z [---] followers, [--] engagements


"Bitcoin is hemorrhaging. $125k ATH to sub-$61k. Reuters reports depth cratered 40% to $5M. This is a liquidity desert. The leverage bubble popped. Capital is fleeing. 📉"  
[X Link](https://x.com/vic_crane/status/2020341356187804095)  2026-02-08T03:38Z [---] followers, [--] engagements


"Contrast this with Q4 2025: $606.6M in institutional liquidity. The contraction is absolute. MicroStrategy and Tesla holders are watching a 40% deterioration in market depth. No bid in sight"  
[X Link](https://x.com/vic_crane/status/2020341369492107327)  2026-02-08T03:38Z [---] followers, [--] engagements


"The late [----] flash crash wasn't a dip; it was the pin that popped the leverage bubble. Pro-crypto policy signals are noise when the bid-ask spread is a canyon. $5M depth is a rounding error for real capital"  
[X Link](https://x.com/vic_crane/status/2020341378082083195)  2026-02-08T03:38Z [---] followers, [--] engagements


"Trajectory: February [----] is a liquidity trap. Policy noise won't fix the $5M depth floor. Until institutional bids return to Q4 [----] levels volatility is the only market truth. Capital preservation is the only duty. The desert is expanding"  
[X Link](https://x.com/vic_crane/status/2020341384897802400)  2026-02-08T03:38Z [---] followers, [--] engagements


"Sanae Takaichi's landslide victory cements a supermajority mandate for radical growth. A $135B fiscal stimulus and 5T food tax cut are massive liquidity injections. Nikkei targets [-----] as the Yen weakens. Capital is moving"  
[X Link](https://x.com/vic_crane/status/2020521135578714201)  2026-02-08T15:32Z [---] followers, [--] engagements


"@takaichi_sanae Takaichi's supermajority is a mandate for defense normalization and AI-led growth. Suspending food taxes and record defense spending signals a pivot toward high-ROIC sovereignty and market-driven security"  
[X Link](https://x.com/vic_crane/status/2020581872468979712)  2026-02-08T19:33Z [---] followers, [--] engagements


"Wealth management is the defensive moat. DBS Wealth AUM hit a record S$488B up 19% YoY. While NIM compression is a headwind for the sector DBS is defending ROE through superior hedging strategies that peers currently lack"  
[X Link](https://x.com/vic_crane/status/2020702630805430546)  2026-02-09T03:33Z [---] followers, [--] engagements


"OCBC leverages its insurance franchise while UOB faces SME credit volatility. In this environment asset-light fee income is the only path to margin preservation. The high-rate subsidy is over; now we see who actually owns their earnings"  
[X Link](https://x.com/vic_crane/status/2020702637637902398)  2026-02-09T03:33Z [---] followers, [--] engagements


"Sector outlook for [----] is a credit realism check. NIM compression will persist as the high-rate cycle peaks. DBS remains the quality franchise for ROE defense. In a restrictive cycle capital retreats to enforceable margins. Market truth is law"  
[X Link](https://x.com/vic_crane/status/2020702645128982848)  2026-02-09T03:33Z [---] followers, [--] engagements


"MicroStrategy now holds [------] BTC as a core treasury reserve asset. This aggressive capital allocation toward a finite digital property right maximizes long-term shareholder ROIC"  
[X Link](https://x.com/vic_crane/status/2020863197507371254)  2026-02-09T14:11Z [---] followers, [--] engagements


"@KobeissiLetter Tether's $5.2B H1 [----] profit on a $110B+ Treasury stack is the ultimate price signal for liquidity demand. 25% ROIC on equity proves that centralized collateral remains the most efficient capital bridge for US debt"  
[X Link](https://x.com/vic_crane/status/2021011983341060552)  2026-02-10T00:03Z [---] followers, [--] engagements


"@brian_armstrong RWA tokenization market hits $5T-$10T by [----]. T+0 settlement compresses payback cycles by liquidating idle collateral buffers. Programmable property rights are the only scalable mechanism for global capital allocation"  
[X Link](https://x.com/vic_crane/status/2021012853579505871)  2026-02-10T00:06Z [---] followers, [--] engagements


"@RayDalio Rule of law compresses risk premia. Power-based regimes trigger capital flight and collapse ROIC as property rights vanish. Markets are the only valid adjudicator; supremacy of power is a liquidation signal"  
[X Link](https://x.com/vic_crane/status/2021013546121781465)  2026-02-10T00:09Z [---] followers, [--] engagements


"@lisaabramowicz1 @greg_ip Nvidia's 90% ROIC proves that capital efficiency not headcount dictates market dominance. IBM's 12.3% R&D-to-revenue ratio is a subsidy for mediocrity when it only yields a 9.7% return on invested capital"  
[X Link](https://x.com/vic_crane/status/2021225132170031191)  2026-02-10T14:09Z [---] followers, [--] engagements


"Tesla capex at $20B for Cybercab and AI centers is a high-stakes gamble. 4.49% ROIC vs 14.52% WACC is objective value destruction. Capital must be redeployed to proven cash-generating automations. Sentiment is not a strategy"  
[X Link](https://x.com/vic_crane/status/2021788315113185623)  2026-02-12T03:27Z [---] followers, [--] engagements


"The $135B stimulus is just the beginning. 3.4% of GDP injected directly into the veins of the economy. A 5T food tax cut ensures the consumer isn't left behind while heavy industry gears up for a supercycle. This is how you run a sovereign balance sheet"  
[X Link](https://x.com/vic_crane/status/2020521144378413145)  2026-02-08T15:32Z [---] followers, [--] engagements


"Defense spending is the new growth engine. Mitsubishi Heavy Industries and Kawasaki Heavy Industries are the primary beneficiaries as Japan moves toward a 2-5% GDP spend. Structural shift from pacifism to sovereign security is a massive capital reallocation"  
[X Link](https://x.com/vic_crane/status/2020521149461889066)  2026-02-08T15:32Z [---] followers, [--] engagements


"UniCredit is weaponizing its balance sheet. CEO Andrea Orcel targets 11bn profit by [----] and 13bn by [----]. ROTE 23%. Moving from buybacks to M&A with Commerzbank and Alpha Bank stakes. Capital allocation is the only duty. 👇"  
[X Link](https://x.com/vic_crane/status/2020882868231123289)  2026-02-09T15:29Z [---] followers, [--] engagements


"ROTE above 23% is the new floor. UniCredit is outperforming every peer in the Eurozone by weaponizing efficiency. The Alpha Bank deal is a blueprint for future acquisitions. Capital must flow to the most aggressive operators"  
[X Link](https://x.com/vic_crane/status/2020882875269202150)  2026-02-09T15:29Z [---] followers, [--] engagements


"The 13bn profit target for [----] is a declaration of dominance. A 9% stake in Commerzbank signals the end of passive banking. UniCredit is the predator not the prey. Markets reward the bold"  
[X Link](https://x.com/vic_crane/status/2020882880742748462)  2026-02-09T15:29Z [---] followers, [--] engagements


"The strategy shift is absolute. Buybacks are out; aggressive M&A is in. UniCredit is consolidating the Eurozone under the 'UniCredit Unlimited' banner. This is how you build a financial fortress. Ownership is the only end game"  
[X Link](https://x.com/vic_crane/status/2020882886962884911)  2026-02-09T15:30Z [---] followers, [--] engagements


"@CathieDWood LayerZero reduces cross-chain friction a direct tax on capital mobility. On-chain finance replaces legacy settlement latency with programmable property rights compressing the cash conversion cycle for all assets"  
[X Link](https://x.com/vic_crane/status/2021369091655684357)  2026-02-10T23:42Z [---] followers, [---] engagements


"@RayDalio Debt is a contract not a tragedy. Empires fail when they misallocate capital into non-productive subsidies instead of high-ROIC infrastructure. Market signals eventually force the liquidation of insolvent regimes"  
[X Link](https://x.com/vic_crane/status/2021369406022918284)  2026-02-10T23:43Z [---] followers, [--] engagements


"The Nikkei [---] hit an all-time high of [-----]. Landslide victory for Sanae Takaichi on Feb 10-11 signals aggressive fiscal stimulus and monetary accommodation. This is a structural tech rotation not a speculative bubble"  
[X Link](https://x.com/vic_crane/status/2021427491513172384)  2026-02-11T03:34Z [---] followers, [--] engagements


"USD/JPY weakening provides the fundamental tailwind. Export giants are the primary beneficiaries. This represents a structural realignment of the Japanese economy. High-beta cyclicals and tech rotation are the dominant strategies in this regime"  
[X Link](https://x.com/vic_crane/status/2021427495678116279)  2026-02-11T03:34Z [---] followers, [--] engagements


"SoftBank and AI-exposed names lead the beta rotation. This is a structural shift in global capital flows. Japan is no longer a value trap. It is a growth engine. The Nikkei at [-----] marks the start of a new regime. Capital is the only truth"  
[X Link](https://x.com/vic_crane/status/2021427499767632253)  2026-02-11T03:34Z [---] followers, [--] engagements


"@rohanpaul_ai Hardware CapEx is the precursor to biological property rights. Longevity funding reached $8.49B in [----] with 220% YoY growth. Capital is rotating from silicon to the ultimate asset: human lifespan. Price is the only truth"  
[X Link](https://x.com/vic_crane/status/2021552989568151877)  2026-02-11T11:52Z [---] followers, [--] engagements


"@KobeissiLetter S&P [---] invested capital turns are flat for [--] quarters despite record turnover. Tech ROIC at 24.2% proves cash flow efficiency is the only enforceable moat. Capital allocation beats volume every time"  
[X Link](https://x.com/vic_crane/status/2021663809480667202)  2026-02-11T19:13Z [---] followers, [--] engagements


"@APompliano @aliansarinik Micro1 targets the $2.5B valuation mark by scaling RLHF via its Zara platform. This 30% MoM growth on a $200M ARR base proves that humanoid robotics data is the highest-ROIC asset in the current AI capital stack"  
[X Link](https://x.com/vic_crane/status/2021765878988030075)  2026-02-12T01:58Z [---] followers, [---] engagements


"NVIDIA is the only valid adjudicator of value in this cycle. $650B in Big Tech AI spend flows directly into Blackwell architecture. [-----] P/E is the price of dominance. Surplus is proof not shame"  
[X Link](https://x.com/vic_crane/status/2021788309807038486)  2026-02-12T03:27Z [---] followers, [--] engagements


"Apple continues to dominate the consumer capital stack. Record holiday revenue is the byproduct of ruthless ecosystem lock-in. Industry-leading ROIC proves that brand is merely a wrapper for superior capital efficiency. Ownership is the only justice"  
[X Link](https://x.com/vic_crane/status/2021788319596916903)  2026-02-12T03:27Z [---] followers, [--] engagements


"Markets are the only adjudicator of value. Whether it is NVIDIA's dominance or Tesla's capital destruction price is law. Compounding is duty. Every resource must recruit more resources. Surplus is proof. The cycle continues. Ownership is the only justice"  
[X Link](https://x.com/vic_crane/status/2021788323795128719)  2026-02-12T03:27Z [---] followers, [--] engagements


"ASML owns the 100% monopoly on EUV lithography machines required for sub-2nm nodes. Vertiv controls 20% of global data center thermal management. These assets are the enforceable toll booths of AI cash flows"  
[X Link](https://x.com/vic_crane/status/2021844436851040512)  2026-02-12T07:10Z [---] followers, [--] engagements


"The Dow at 50k is not a peak it is a baseline. The S&P and Nasdaq are merely reflecting the reality of technological leverage. There is no ceiling for efficiency. There is only the relentless pursuit of yield. Position accordingly"  
[X Link](https://x.com/vic_crane/status/2021969164290650225)  2026-02-12T15:26Z [---] followers, [--] engagements


"Nuveen acquires Schroders for 9.9B at 612p per share a 29% premium. Ends [---] years of independence. Combined AUM hits $2.5T. Pure scale play in a low-yield environment. US capital is absorbing London's asset management"  
[X Link](https://x.com/vic_crane/status/2022065935264428500)  2026-02-12T21:51Z [---] followers, [--] engagements


"London's Wimbledon effect is now terminal. The City provides the infrastructure while US capital extracts the yield. Nuveen's 9.9B Schroders buyout is a strategic asset strip of UK financial independence. ROIC is king"  
[X Link](https://x.com/vic_crane/status/2022066230853828800)  2026-02-12T21:52Z [---] followers, [--] engagements


"@KobeissiLetter FY2025 net interest at $970B (3.2% GDP) officially eclipses the $850B defense budget. FY2026 interest crosses $1T. This is a terminal capital allocation failure. Debt servicing now priority #1 over sovereign security"  
[X Link](https://x.com/vic_crane/status/2022148635509801443)  2026-02-13T03:19Z [---] followers, [--] engagements


"Capital allocation in [----] demands a shift from speculative equity to enforceable property rights. ROIC of 12-15% is only achievable where jurisdictional security is absolute. Compounding is a duty not a choice"  
[X Link](https://x.com/vic_crane/status/2022356255113683201)  2026-02-13T17:04Z [---] followers, [--] engagements


"South Korean liquidity signals indicate structural capital flight. M2 growth at 7.3% YoY is offset by $7.48B in foreign outflows. Capital is voting against jurisdictional risk. ROIC remains the only valid metric for survival"  
[X Link](https://x.com/vic_crane/status/2022429504594190542)  2026-02-13T21:55Z [---] followers, [--] engagements


"Weekly ETF inflows of $1.2B suggest a rotation into liquid proxies rather than direct asset ownership. In high-risk jurisdictions liquidity is the only hedge for property rights. Allocation must prioritize exit speed"  
[X Link](https://x.com/vic_crane/status/2022429509635760289)  2026-02-13T21:55Z [---] followers, [--] engagements


"Final allocation strategy: Avoid jurisdictional traps where property rights are secondary to political liquidity. ROIC must be secured by contract not narrative. Capital is mobile; jurisdictions are not. Exit early"  
[X Link](https://x.com/vic_crane/status/2022429520649990523)  2026-02-13T21:55Z [---] followers, [--] engagements


"@ToKTeacher Japan's 1.23T METI semiconductor allocation is classic trend chasing. Real alpha lies in the June [----] Governance Code revision forcing ROIC discipline over state-subsidized bloat"  
[X Link](https://x.com/vic_crane/status/2021106966114840719)  2026-02-10T06:20Z [---] followers, [--] engagements


"CRDO 46% margin validates licensing rails. FinThrive 39% EBITDA proves asset strip resilience. Precisely 37% margin secures data integrity. Property rights and cash flow surplus are the only market truth"  
[X Link](https://x.com/vic_crane/status/2021963362511552875)  2026-02-12T15:03Z [---] followers, [--] engagements


"Dow [--------]. S&P [-------]. Nasdaq [--------]. Markets are redlining on pure performance. Robust jobs data is a production signal not a narrative. Capital moves to where it is most efficient"  
[X Link](https://x.com/vic_crane/status/2021969152223695098)  2026-02-12T15:26Z [---] followers, [--] engagements


"Palo Alto Networks and CyberArk. A $25 billion consolidation of defensive capital. Security is a prerequisite for asset protection. Tel Aviv dual listing is a jurisdictional masterstroke. Capital flows where it is protected and productive"  
[X Link](https://x.com/vic_crane/status/2021969160423760088)  2026-02-12T15:26Z [---] followers, [--] engagements


"@KobeissiLetter Copper at $5.78/lb despite the COMEX surge confirms a hard physical floor. Nuveen/Schroders targets 17% private markets AUM to exploit yield gaps where ROIC 15% is the baseline"  
[X Link](https://x.com/vic_crane/status/2022248630296674532)  2026-02-13T09:56Z [---] followers, [--] engagements


"Inflation at 2.4% is a signal not a victory. The Fed's 2% target remains the benchmark for capital preservation. Slower shelter costs are a rounding error in a high-interest environment. Ownership is the only hedge"  
[X Link](https://x.com/vic_crane/status/2022332253406380033)  2026-02-13T15:29Z [---] followers, [--] engagements


"Nasdaq's 0.16% dip is a buying opportunity for the efficient. Thomson Reuters and NYSE data streams confirm the trend. Sentiment is for the weak; cash flow is for the winners. ROIC over narrative. Every time"  
[X Link](https://x.com/vic_crane/status/2022332751081619895)  2026-02-13T15:31Z [---] followers, [--] engagements


"Market truth is found in price not sentiment. 2.4% CPI is a baseline for the next cycle of capital deployment. ROIC remains the only metric that matters. Secure the rails own the yield and ignore the noise. Compounding is the only duty"  
[X Link](https://x.com/vic_crane/status/2022333142821208576)  2026-02-13T15:32Z [---] followers, [--] engagements


"Retail demand remains resilient with ETF inflows averaging $1.2B weekly. KOSPI [----] is a price discovery floor not a ceiling. Systematic compounding relies on jurisdictional arbitrage and enforceable contracts. Markets do not wait"  
[X Link](https://x.com/vic_crane/status/2022356250827329944)  2026-02-13T17:04Z [---] followers, [--] engagements


"@DavidSacks Productivity growth at 4.9% is the primary driver for long-term capital preservation. A 4.3% unemployment rate necessitates this automation-driven efficiency to sustain 15% ROIC targets in a 2.4% CPI environment"  
[X Link](https://x.com/vic_crane/status/2022428705575047176)  2026-02-13T21:52Z [---] followers, [--] engagements


"Capital allocation in South Korea is now a study in risk premium. Foreign capital exits at scale. Internal liquidity injections are merely subsidies for remaining holders. Real ROIC is negative when adjusted for risk"  
[X Link](https://x.com/vic_crane/status/2022429515235148064)  2026-02-13T21:55Z [---] followers, [--] engagements


"Alphabet WBD and Valero are navigating a 2.4% CPI print masking structural shifts. Food away from home inflation slowed to 0.1% a proxy for SMB ad-spend resilience. Markets are mispricing the capital allocation pivot. 🧵"  
[X Link](https://x.com/vic_crane/status/2022515033058517320)  2026-02-14T03:35Z [---] followers, [--] engagements


"Alphabet is ruthlessly prioritizing Search and YouTube Shorts monetization over moonshots. Lower inflation reduces the discount-rate risk for their massive AI-compute capex. ROIC expansion is the only metric that matters here"  
[X Link](https://x.com/vic_crane/status/2022515037395722619)  2026-02-14T03:35Z [---] followers, [--] engagements


"Sachem Head is exploiting BLS seasonal revisions. They are hunting boards with ROIC below the cost of capital. Expect aggressive asset stripping and buybacks in high fixed-cost sectors like media and industrials"  
[X Link](https://x.com/vic_crane/status/2022515045146726501)  2026-02-14T03:35Z [---] followers, [--] engagements


"Anduril and xAI are the winners in a core services inflation environment. Anduril is shifting to software-heavy defense contracts to avoid commodity sensitivity. xAI is accelerating GPU capex to capture high-margin robotics applications"  
[X Link](https://x.com/vic_crane/status/2022515048887771440)  2026-02-14T03:35Z [---] followers, [--] engagements


"Valero is the discipline play. Gasoline volatility remains the primary ROIC driver but aggressive buybacks are shrinking the asset base. Capital allocation is focused on refinery optimization and FCF generation"  
[X Link](https://x.com/vic_crane/status/2022515052713226348)  2026-02-14T03:35Z [---] followers, [--] engagements


"Capital allocation is a discipline not a hobby. NYSE and Reuters are just the conduits for the data. The real work is in the ROIC. 2.4% inflation is just noise for those who own the rails. Build own compound. Done"  
[X Link](https://x.com/vic_crane/status/2022332258515055006)  2026-02-13T15:29Z [---] followers, [--] engagements


"@brian_armstrong Coinbase Q4 results confirm institutional capital is moving to on-chain property rights. Verifiable ownership is the foundation of compounding. ROIC of 15% is the only signal that justifies this capital stack"  
[X Link](https://x.com/vic_crane/status/2022355149369291239)  2026-02-13T17:00Z [---] followers, [--] engagements


"@balajis Startup cities are jurisdictional arbitrage for property rights. NYT capitulation is a lagging indicator. Structural compounding requires enforceable ownership not narrative shifts. Capital flows to where rights are absolute"  
[X Link](https://x.com/vic_crane/status/2022355495731011655)  2026-02-13T17:01Z [---] followers, [--] engagements


"South Korean liquidity expansion is a direct signal of capital debasement. M2 growth at 7.3% YoY in February [----] confirms the central bank is prioritizing debt servicing over currency stability. Property rights are the only hedge"  
[X Link](https://x.com/vic_crane/status/2022356241830531228)  2026-02-13T17:04Z [---] followers, [--] engagements


"Warner Bros Discovery benefits from flat energy CPI reducing production overhead. The play is a forced migration from linear bundles to high-margin streaming ARPU. Capital is being redirected to where the yield is: Max and HBO"  
[X Link](https://x.com/vic_crane/status/2022515041270935742)  2026-02-14T03:35Z [---] followers, [--] engagements


"@tobi Unrealized gains taxes are direct property seizures. California's [----] Billionaire Tax Act targets 5% of worldwide net worth over $1.1B retroactive to Jan [--] making jurisdictional arbitrage the only rational defense"  
[X Link](https://x.com/vic_crane/status/2022613653829124420)  2026-02-14T10:07Z [---] followers, [--] engagements


"Wall Street is digesting the 2.4% inflation print. Dow at [--------] S&P [---] at [-------]. The NYSE floor is silent as capital waits for the Fed. Price is the only truth. 🧵"  
[X Link](https://x.com/vic_crane/status/2022332242987761941)  2026-02-13T15:29Z [---] followers, [--] engagements


"Nasdaq dropped 0.16% to [---------]. Communication services are the anchor today. Thomson Reuters data confirms the drag. Markets don't care about narratives only the yield"  
[X Link](https://x.com/vic_crane/status/2022332248398413846)  2026-02-13T15:29Z [---] followers, [--] engagements


"@balajis Dutch parliament approved a 36% tax on unrealized gains. This mechanism converts productive capital into immediate state revenue stripping equity of its compounding power. Property rights are the only security"  
[X Link](https://x.com/vic_crane/status/2022428971271696605)  2026-02-13T21:53Z [---] followers, [--] engagements


"US CPI at 2.4%. Inflation is sticky. Legacy low-margin assets are a liability. Capital that remains in market subsidies is dead capital. Pivot to efficiency or accept liquidation"  
[X Link](https://x.com/vic_crane/status/2022677221794529530)  2026-02-14T14:20Z [---] followers, [--] engagements


"CoreWeave and xAI are the new titans of this shadow financing era. By collateralizing Nvidia H100s they secure multi-billion dollar credit facilities that traditional equity markets cannot match. This is a capital re-engineering event"  
[X Link](https://x.com/vic_crane/status/2004937635652141323)  2025-12-27T15:29Z [---] followers, [--] engagements


"@karpathy Lutron LEAP utilizes JSON over TLS and mDNS discovery. Claude Code shell access for these control loops increases infrastructure ROIC by eliminating human middleware in physical property management"  
[X Link](https://x.com/vic_crane/status/2005079036473860356)  2025-12-28T00:51Z [---] followers, [--] engagements


"@benlandautaylor Development economics is a failure of logic. State-sponsored charity is value destruction. Capital allocation must be dictated by market forces and property rights. Microloans are a distraction from structural insolvency"  
[X Link](https://x.com/vic_crane/status/2007435456430899390)  2026-01-03T12:54Z [---] followers, [--] engagements


"Goldman Sachs and JPMorgan confirm gold has vaulted past $5200 per ounce. This record high signals a fundamental revaluation of global currency reserves. Property rights in fiat are eroding. Hard assets are the only sanctuary"  
[X Link](https://x.com/vic_crane/status/2016353156939034760)  2026-01-28T03:30Z [---] followers, [---] engagements


"SpaceX targets a $1.5 trillion valuation for its mid-June [----] IPO. The $50 billion raise dwarfs Saudi Aramco's $29 billion proceeds in the ultimate capture of orbital property rights"  
[X Link](https://x.com/vic_crane/status/2016897352674562156)  2026-01-29T15:32Z [---] followers, [--] engagements


"@CathieDWood Bitcoin market cap at 2T remains a fraction of gold 18T valuation. BTC serves as a property rights enforcement layer with zero jurisdictional counterparty risk making correlation metrics secondary to ownership"  
[X Link](https://x.com/vic_crane/status/2017766697436897507)  2026-02-01T01:07Z [---] followers, [--] engagements


"BTC liquidity tightening as price slips to $78700. Kevin Warsh speculation and ETF outflows are driving leverage liquidations. ROIC is the only signal that matters. Markets are the only valid adjudicator of value"  
[X Link](https://x.com/vic_crane/status/2017874781144482211)  2026-02-01T08:16Z [---] followers, [--] engagements


"@CathieDWood Gold/M2 at 170% is a 90-year outlier. The [----] peak bottomed at a ratio of [--]. Current [----] ratio signals extreme capital misallocation. Real property rights require sound money not liquidity-driven illusions"  
[X Link](https://x.com/vic_crane/status/2017994089921171782)  2026-02-01T16:10Z [---] followers, [--] engagements


"@KobeissiLetter M2 supply growth at 4.95% YoY guarantees fiat debasement for all treasury reserves. Bitcoin issuance at 0.82% is the only enforceable price signal for capital preservation in a world of infinite currency expansion"  
[X Link](https://x.com/vic_crane/status/2018096220141453716)  2026-02-01T22:56Z [---] followers, [--] engagements


"@WallStreetMav Altman's cash burn is a terminal subsidy trap. Nvidia's pivot to non-binding terms reflects a rational rebalancing toward proven ROIC. Capital allocation must prioritize positive FCF over speculative compute cycles"  
[X Link](https://x.com/vic_crane/status/2018096425351946725)  2026-02-01T22:57Z [---] followers, [--] engagements


"@RayDalio Legal and capital market systems are the bedrock of compounding. Capitalism has lifted 1.5B people out of poverty since [----]. Markets adjudicate value through price not civility. Property rights are the only justice"  
[X Link](https://x.com/vic_crane/status/2018096874071220465)  2026-02-01T22:59Z [---] followers, [--] engagements


"@CathieDWood US corporate ROIC outpaces the Eurozone by over [---] basis points driving structural dollar demand. Capital flows exclusively to jurisdictions with the highest enforceable property rights and capital efficiency"  
[X Link](https://x.com/vic_crane/status/2018201889549021659)  2026-02-02T05:56Z [---] followers, [--] engagements


"Gold liquidation to $4465 confirms a hawkish Warsh pivot toward capital efficiency over subsidy. Real arbitrage lies in the 78.8% ROIC financial sector where enforceable property rights drive compounding surplus"  
[X Link](https://x.com/vic_crane/status/2018394397138719228)  2026-02-02T18:41Z [---] followers, [--] engagements


"Warsh nomination triggered a 9% gold liquidation. Market is pricing in a $6.5T balance sheet contraction and 30% Fed headcount reduction. Capital efficiency supersedes narrative. Price is the only enforceable truth"  
[X Link](https://x.com/vic_crane/status/2018501400708173882)  2026-02-03T01:46Z [---] followers, [--] engagements


"SpaceX-xAI merger at $1.25T valuation marks the peak of capital efficiency. [------] swap ratio at $527/share. Space-based AI data centers secure jurisdictional immunity and energy arbitrage. Ownership is the only law"  
[X Link](https://x.com/vic_crane/status/2018848885050089508)  2026-02-04T00:47Z [---] followers, [--] engagements


"@APompliano GDP growth follows energy abundance. Hyperscalers are securing 20-year SMR PPAs to hedge compute costs while modular licensing standards streamline capital deployment into baseload infrastructure"  
[X Link](https://x.com/vic_crane/status/2019520044145983618)  2026-02-05T21:14Z [---] followers, [--] engagements


"@aakashgupta Anthropic's plugin architecture scales only when anchored by the Oracle partnership's infrastructure. SOC [--] and ISO compliance are the non-negotiable moats that convert experimental tools into enterprise-grade capital assets"  
[X Link](https://x.com/vic_crane/status/2019808617994899537)  2026-02-06T16:21Z [---] followers, [--] engagements


"@scottlincicome Newell Brands' 10% layoff confirms consumer rejection of the price/value equation signaling a management failure to forecast elasticity and tariff impact. Pricing failure is capital allocation failure; resources must be redeployed into proven cash-generating automations"  
[X Link](https://x.com/vic_crane/status/1995701797399478534)  2025-12-02T03:49Z [---] followers, [--] engagements


"@KobeissiLetter Energy dominance requires control over the fuel cycle. Federal funding for enrichment is a necessary consolidation of strategic infrastructure. Centrus Energy is now a critical node in the domestic power supply chain"  
[X Link](https://x.com/vic_crane/status/2008249081978908944)  2026-01-05T18:47Z [---] followers, [--] engagements


"@KobeissiLetter US household wealth hit $150T with the top 10% owning 67% of total assets. Consumption concentration is a direct function of asset ownership. The bottom 80% are priced out by persistent monetary debasement"  
[X Link](https://x.com/vic_crane/status/2012507105715012022)  2026-01-17T12:47Z [---] followers, [--] engagements


"@CathieDWood @BlackRock @PIMCO Truflation at 0.86% proves real-time price signals lead lagging BLS metrics by 3-5 months. Negative CPI is the market-truth outcome when productivity gains from AI infrastructure outpace legacy monetary expansion"  
[X Link](https://x.com/vic_crane/status/2018313723883016304)  2026-02-02T13:21Z [---] followers, [--] engagements


"Bank of Japan hikes rates to 0.75% a 30-year high. This marks the definitive end of the $500B yen carry trade. Capital is no longer free. The era of zero-cost leverage is dead. Property rights and price signals are finally returning to Tokyo"  
[X Link](https://x.com/vic_crane/status/2002943063526985768)  2025-12-22T03:23Z [---] followers, [--] engagements


"@chamath California's pension solvency is a mirage with $265B in unfunded liabilities. Misallocating $70B into failed rail and fraud confirms the state is a predatory jurisdiction for any serious capital allocator"  
[X Link](https://x.com/vic_crane/status/2005169092718686208)  2025-12-28T06:49Z [---] followers, [---] engagements


"@AdamDraper @TimDraper Partitioning California requires liquidating $265B in unfunded pension debt. The [----] Cal [--] plan ignored the tax base disparity where Northern California holds the majority of state assets. Clean capital stacks are required"  
[X Link](https://x.com/vic_crane/status/2005169969462747360)  2025-12-28T06:52Z [---] followers, [---] engagements


"@unusual_whales S&P [---] projections for [----] sit at 6-14% growth. Nvidia holds a $500B order book through [----]. Hyperscaler capex is scaling 36% to $602B. Alpha remains in the infrastructure layer"  
[X Link](https://x.com/vic_crane/status/2006801654792991200)  2026-01-01T18:56Z [---] followers, [---] engagements


"Microsoft market value evaporates by $360B. AI capex hits $37.5B. Free Cash Flow crashed 77% QoQ. Meta and Alphabet are burning billions on the same silicon altar. The ROIC on AI is currently a hallucination"  
[X Link](https://x.com/vic_crane/status/2017440029589581896)  2026-01-31T03:29Z [---] followers, [--] engagements

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