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[@DarioCpx](/creator/twitter/DarioCpx)
"25bn$ market cap company without a single penny of revenues - not surprising the HQ looks like the front of a money laundering operation"  
[X Link](https://x.com/DarioCpx/status/1978664487763742967) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:29Z 71.2K followers, 97.6K engagements


"This article from @efc_global tells a lot about the culture at $JEF where bankers arent paid a discretionary bonus but a cut of the revenues. This similar to pre GFC time obviously incentivised excessive risk taking and a push for more and more aggressive (and toxic) deals"  
[X Link](https://x.com/DarioCpx/status/1978762323259998314) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T09:57Z 71.2K followers, 24.3K engagements


"@DrFlurthington I have not held $ENQAI for a long time sir. For all the others I consider $CPOOL a deep value opportunity while $AINTI and $LUSH ultra deep values"  
[X Link](https://x.com/DarioCpx/status/1942774102198276473) [@DarioCpx](/creator/x/DarioCpx) 2025-07-09T02:33Z 71K followers, XXX engagements


"Fun Fact: the 5y US Credit Default Swap is roughly the same as Italy and HIGHER than the UK one ⚠ Isn't this a pretty remarkable distortion"  
[X Link](https://x.com/DarioCpx/status/1971051913501462696) [@DarioCpx](/creator/x/DarioCpx) 2025-09-25T03:19Z 71K followers, 13.3K engagements


"This is actually correct. Currently $GME has 9bn$ of Cash vs $NVDA 11bn$"  
[X Link](https://x.com/DarioCpx/status/1972487753301713199) [@DarioCpx](/creator/x/DarioCpx) 2025-09-29T02:25Z 71K followers, 38.9K engagements


"Reverse repos at the FED keeps rising into the Q3-end snapshot now at 56.22bn$ Keep an eye on the standing repo facility today on the 30th June banks needed to borrow 11bn$ from the FED. If they borrow more today it will be a sign of worsening liquidity in the system"  
[X Link](https://x.com/DarioCpx/status/1972816450042974549) [@DarioCpx](/creator/x/DarioCpx) 2025-09-30T00:11Z 71K followers, 30.8K engagements


"Silver is now 1.5$ away from triggering chaos in several large banks risk management department 🚨 Narrator: buckle up folks"  
[X Link](https://x.com/DarioCpx/status/1975049245184131405) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T04:03Z 71K followers, 348.1K engagements


"BOJ DAILY UPDATE As you can see the BOJ is doing YCC in the open market now ⚠Remarkable how banks offered X TIMES the amount of JGB than what the BOJ was willing to buy X TRILLION $JPY of liquidity injected today alone Total interventions jumps to XX since 29/07"  
[X Link](https://x.com/DarioCpx/status/1975828564798021918) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T07:40Z 71K followers, 52.7K engagements


"#JustDarioDaily ⚠ WILL SANAE TAKAICHI LAST LONGER THAN A HEAD OF LETTUCE⚠ #Japan #BOJ $JPY 🔗 to article 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1975917651953340766) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T13:34Z 71K followers, 75.1K engagements


"I hope this chart helps everyone to understand why to anyone who asks me about it I always answer to never short a fraud. Statistically most of the Shorts and Longs ultimately lose money if they touch a fraud they simply do it at a different time"  
[X Link](https://x.com/DarioCpx/status/1976094916276265342) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T01:18Z 71K followers, 19.5K engagements


"A 25bn$ Data Centre project in a country that just took a 20bn$ bailout from the US government - OpenAI didnt check the news before going ahead with this new PR stunt 🤭 Narrator: pure comedy"  
[X Link](https://x.com/DarioCpx/status/1976702027775590858) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T17:31Z 71K followers, 23.1K engagements


"Imagine being a central bank without physical gold reserves right now"  
[X Link](https://x.com/DarioCpx/status/1977698125423771808) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T11:29Z 71K followers, 72.2K engagements


"Gold 4130$ Silver 52.5$ the FED is going to cut rates at least once more this year and is expected to keep cutting into next year - can someone kindly share this chart with Jerome Powell please"  
[X Link](https://x.com/DarioCpx/status/1977884553755685273) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T23:49Z 71K followers, 55.2K engagements


"According to this chart 2/3 of Silver annual physical production have just materialised out of thin air right into the delivery window at the LBMA. To me this sounds rather impossible especially with LBMA history of accepting bags of rocks instead of Nickel 🙄"  
[X Link](https://x.com/DarioCpx/status/1978035088211300376) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T09:48Z 71K followers, 84.5K engagements


"Signing a LOI with OpenAI is truly like adding .com at the end of a company name during the DotCom bubble - such a carousel of zero value nonsense but hey $WMT stock gaps up and opens green while the broader market is bright red so I guess it counts the trick worked out"  
[X Link](https://x.com/DarioCpx/status/1978091994720137325) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T13:34Z 71K followers, 39.6K engagements


"$WFC provision for credit losses (pECL) 680m$ DOWN XX% QoQ $C pECL 2.45bn$ DOWN XX% QoQ $GS pECL 339m$ DOWN XX% QoQ Remember: when the next First Brands blows up and hit them with billions of losses they will claim no one could see it coming"  
[X Link](https://x.com/DarioCpx/status/1978262770987532290) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T00:52Z 71K followers, 14K engagements


"Cash on the sidelines is down to 3.5bn$ - starting from Monday the US shutdown will begin to dent into banks liquidity and the house of cards will start wobbling after this small buffer dries up"  
[X Link](https://x.com/DarioCpx/status/1978264573334507561) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:00Z 71K followers, 52.2K engagements


"Jefferies total shareholders equity 10.5bn$ Jefferies NON CONSOLIDATED VIE Assets (CLOs ABS PE Other) 49bn$ Maximum exposure to loss 10.4bn$ (this is off the books) Feel free to connect the dots and make your own considerations"  
[X Link](https://x.com/DarioCpx/status/1978278684617253188) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:56Z 71K followers, 88.2K engagements


"Crime is legal nowadays sadly"  
[X Link](https://x.com/DarioCpx/status/1978662683013427680) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:22Z 71K followers, 13.2K engagements


"Fun fact: gold isnt even in backwardation yet - if that happens you can kiss goodbye to the real value of the banknotes in your pocket"  
[X Link](https://x.com/DarioCpx/status/1978664035387060374) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:27Z 71K followers, 58K engagements


"This tells a lot about the bifurcation between the real economy and the stock market 🙄"  
[X Link](https://x.com/DarioCpx/status/1978759507665719659) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T09:46Z 71K followers, 24K engagements


"Many insiders saying crypto is currently going through a leverage cleansing with many trading firms significantly scaling back positions especially spot vs perps ones due to a significant increase of margin requirements and many experiencing a recall of liquidity lines"  
[X Link](https://x.com/DarioCpx/status/1978760994282160298) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T09:52Z 71K followers, 29.6K engagements


"For those who didnt do it I kindly suggest to read what I wrote X weeks ago if you are curious to know what going to happen in the near future to banks if the US shutdown isnt going to end soon👇🏻"  
[X Link](https://x.com/DarioCpx/status/1978803133032869952) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T12:40Z 71K followers, 20.3K engagements


"$TSM got US subsidies to build this factory in Arizona because promised 6k - 12k jobs This is the video $TSM posted and you can barely see any worker. This shouldnt surprise anyone - only with high robotic automation these facilities can be competitive"  
[X Link](https://x.com/DarioCpx/status/1980084242018414841) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T01:30Z 71.2K followers, 59.1K engagements


"⚠BIG #GOLD #FOMO IN CHINA 👀 ⚠ The Gold Arena in #Shenzhen jewellery district was incredibly busy today all the other areas (pearls gemstones diamond and jewels) were almost desert (3rd and 4th pic) 🥲 Almost feels like there is a gold rush around here 😅"  
[X Link](https://x.com/DarioCpx/status/1723309649519349981) [@DarioCpx](/creator/x/DarioCpx) 2023-11-11T12:00Z 71.2K followers, 99.3K engagements


"Still few people understand this #gold #silver"  
[X Link](https://x.com/DarioCpx/status/1976557646170960173) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T07:57Z 71.2K followers, 237.1K engagements


"Nobody trusts Jefferies anymore clients want their money back - just got this from a trusted source in Asia"  
[X Link](https://x.com/DarioCpx/status/1977584244928163987) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T03:56Z 71.2K followers, 412.9K engagements


"Fun fact: MassMutual owns XX% of Jefferies Finance and is known to be the a major buyer of the CLOs structured and sold by that JV. I am not surprised at all about MassMutual cooking its books to hide problems what I am surprised about is the SEC is investigating it 😅🤭"  
[X Link](https://x.com/DarioCpx/status/1979080264904249725) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T07:01Z 71.2K followers, 174.8K engagements


"Its no mystery I support this project since the beginning (and never sold a single token even if I could cash out big) - XX% of crypto has no value I dont disagree but a ton of long term value lies in the other X% of projects building useful tools like internet XX years ago"  
[X Link](https://x.com/DarioCpx/status/1979494211444764851) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T10:26Z 71.2K followers, 13.3K engagements


"$JEF 5y Snr CDS currently quoted at 110bp in Asia - up 13bp since last close Narrator: nothing to see here"  
[X Link](https://x.com/DarioCpx/status/1980091410096480421) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T01:59Z 71.2K followers, 40.1K engagements


"🚨BREAKING: #EVERGRANDE TRADING SUSPENDED 🚨 Narrator: GAME OVER"  
[X Link](https://x.com/DarioCpx/status/1751792568315379874) [@DarioCpx](/creator/x/DarioCpx) 2024-01-29T02:21Z 71.1K followers, 354K engagements


"Would it be ok if I keep sharing my personal investments and my full thesis around them I am asking because for it seems some people got annoyed by that in particular about $LUSH that is developing a hyper realistic AI influencers platform I believe it can be a success 🥲"  
[X Link](https://x.com/DarioCpx/status/1884156748543717887) [@DarioCpx](/creator/x/DarioCpx) 2025-01-28T08:29Z 71K followers, 21.2K engagements


"@CryptoWizardd utility projects are going to fly big time now sir $AINTI $CPOOL and $LUSH my strong bets"  
[X Link](https://x.com/DarioCpx/status/1896239333050630560) [@DarioCpx](/creator/x/DarioCpx) 2025-03-02T16:41Z 71K followers, 2810 engagements


"@Binance_intern $AINTI $CPOOL and $LUSH"  
[X Link](https://x.com/DarioCpx/status/1899427313793548502) [@DarioCpx](/creator/x/DarioCpx) 2025-03-11T11:48Z 71K followers, 2148 engagements


"Holy crap 😳 this is a huge achievement for the $LUSH team"  
[X Link](https://x.com/DarioCpx/status/1953991937511567831) [@DarioCpx](/creator/x/DarioCpx) 2025-08-09T01:29Z 71K followers, 10.6K engagements


"@chase00100100 I meant $LUSH sir they might not match hyperliquid current revenues but if their products go viral as I expect then surely they will start making a big amount of revenues themselves"  
[X Link](https://x.com/DarioCpx/status/1969707386962338161) [@DarioCpx](/creator/x/DarioCpx) 2025-09-21T10:16Z 71K followers, XXX engagements


"LushAI isnt a meme but one of the (few) crypto projects that make real cash revenues with their product sold in the real world to real customers: I never invested in garbage and dont plan to do it anytime soon"  
[X Link](https://x.com/DarioCpx/status/1970085386820223474) [@DarioCpx](/creator/x/DarioCpx) 2025-09-22T11:18Z 71.1K followers, 9762 engagements


"Local HK newspaper Sunday headline Comment from one of those who missed the gold run: Its so frustrating that Ive switched to investing in silver instead"  
[X Link](https://x.com/DarioCpx/status/1974714080452874247) [@DarioCpx](/creator/x/DarioCpx) 2025-10-05T05:51Z 71.1K followers, 42.2K engagements


"Let me ask this question one more time: how is OpenAI going to pay for this and other agreements All these LOIs are based on OpenAI paying money FIRST money the company doesnt have 🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1975197671930712347) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T13:53Z 71.1K followers, 25.4K engagements


"SoftBank shares are up XX% so far today because of this announcement - ABB says the amount will be paid in cash if this is the case hows Masa son going to pay for it 🤔 Hopefully banks will be lending him all the money he needs (again) happy to take hyped shares as collateral"  
[X Link](https://x.com/DarioCpx/status/1976088269495611708) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T00:52Z 71K followers, 41.3K engagements


"Funny how Bloomberg left revenues out- then I realised the circle representing real revenues would have been be too small to spot. Honestly: if there are negligible revenues and the real cash comes from investors sucked in why is this a bubble and not a ponzi 🧐"  
[X Link](https://x.com/DarioCpx/status/1976099446049079334) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T01:36Z 71K followers, 116.7K engagements


"Just take a look at the financials ffs SoftBank makes ZERO revenues from "AI" still. Its gains are only coming from the appreciating equity value of its stakes in "AI" companies (that make zero / small revenues from "AI"). All "profits" reported by SoftBank so far are NON-CASH"  
[X Link](https://x.com/DarioCpx/status/1976108757223670114) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T02:13Z 71K followers, 14.5K engagements


"Fun fact: once upon a time circular schemes always prompted the SEC to investigate. In the 1970s Warren Buffett himself was investigated because of his acquisition of Blue Chips Stamps which because of its structure looked like a Ponzi Scheme. He paid a small fine and was cleared but this is what the structure that raised suspicions looked like 👇 Does it look familiar to you What's incredible nowadays is the SEC doing absolutely NOTHING about all that's been happening for years in the "AI Circle""  
[X Link](https://x.com/DarioCpx/status/1976119549763453184) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T02:56Z 71.1K followers, 104.5K engagements


"China just dealt another big blow to produce advanced semiconductors outside of the country - of course this wont impact $INTC $NVDA or $TSM stocks right"  
[X Link](https://x.com/DarioCpx/status/1976126370255126971) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T03:23Z 71K followers, 42.5K engagements


"Just X years ago SoftBank SHUT its Robotics business after the bet didnt pay off since there was ZERO market demand. X years later SoftBank recycles the same playbook even if demand is still ZERO (reason why ABB wants to sell) - This time is different though right 🙈"  
[X Link](https://x.com/DarioCpx/status/1976144109942481011) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T04:34Z 71K followers, 25.3K engagements


"SoftBank bought time thanks to incredible accounting shenanigans no one pays attention to. Investors apparently love it and are sending SoftBanks share price to the moon. Apparently all of them forgot what happened roughly XX years ago when Masa Son used the same playbook"  
[X Link](https://x.com/DarioCpx/status/1976149068054442385) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T04:53Z 71K followers, 58.9K engagements


"BREAKING: Softbank & its subsidiary PayPay invest XX% in Binance Japan Here you go the cherry on top of the Masaponzi cake just dropped"  
[X Link](https://x.com/DarioCpx/status/1976170448380637362) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T06:18Z 71K followers, 15K engagements


"Let me repeat this once again: sure there are many banks too big to fail but today those are also too big to bailout unless US people are happy to see what left of the real $USD value completely evaporating along with their real wealth - Weimar Republic style"  
[X Link](https://x.com/DarioCpx/status/1976456242613923934) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T01:14Z 71.1K followers, 35.5K engagements


"Funny how after whats happening with First Brands no one in the media or socials is talking about $CVNA that is the equivalent of First Brands + Tricolor on steroids"  
[X Link](https://x.com/DarioCpx/status/1976474823313535186) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T02:28Z 71.1K followers, 26.9K engagements


"Answer: Gamma squeezing the razor thin float in the market - the most popular stock price manipulation technique of recent times"  
[X Link](https://x.com/DarioCpx/status/1976502633398665618) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T04:18Z 71.1K followers, 12.3K engagements


"China doesnt want $NVDA or $AMD GPUs anymore so no problem here"  
[X Link](https://x.com/DarioCpx/status/1976505676391452750) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T04:30Z 71K followers, 13.8K engagements


"Here you go SoftBank (that doesnt have cash left to spend) is forced to keep borrowing and now they are trying to raise cash using more $ARM shares as collateral when the value of those shares is manipulated to remain inflated - In case you wonder: this is fraud @kakashiii111"  
[X Link](https://x.com/DarioCpx/status/1976585006500999371) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T09:46Z 71K followers, 66.8K engagements


"Fun fact: investment bankers nicknamed Norinchukin Bank the CLOs whale Curious why Because the Japanese bank have been buying the biggest chunk of many CLOs and ABS issued FOR YEARS. All those sit in Norinchukin belly feel free to connect the dots"  
[X Link](https://x.com/DarioCpx/status/1977561510588408300) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T02:26Z 71.1K followers, 44.6K engagements


"Here we go I was waiting for someone to point this out. As a matter of fact here there are all signs $NVDA has been keeping a large amount of liabilities off the books Likely revenues have been reported while being unearned and should have been booked as a liability instead"  
[X Link](https://x.com/DarioCpx/status/1977563137823080694) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T02:32Z 71K followers, 17.8K engagements


"I am going to publish a long overdue big article on $CVNA in X hours - stay tuned"  
[X Link](https://x.com/DarioCpx/status/1977681606342246675) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T10:23Z 71K followers, 36.2K engagements


"Spot silver just broke 52$ Narrator: banks are seeing the white in the silver steamroller eyes now"  
[X Link](https://x.com/DarioCpx/status/1977749869231001916) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T14:54Z 71.1K followers, 46.1K engagements


"BREAKING: Silver lease rates spike above XXX% Ladies and Gentlemen: its squeeze time"  
[X Link](https://x.com/DarioCpx/status/1977907413820072274) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:20Z 71K followers, 131.1K engagements


"Wild idea ⚠ $BYND is the most shorted stock right now OpenAI can open TRS on $BYND Archegos style then announce a partnership with $BYND to make AI meat to trigger an epic short squeeze and retail fomo. OpenAI closes the TRS cashing out a few billion $"  
[X Link](https://x.com/DarioCpx/status/1978267293613244545) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:10Z 71K followers, 18.1K engagements


"It will in the future and by that time new jobs will surface to handle AI rest assured. But not today"  
[X Link](https://x.com/DarioCpx/status/1978310064373932267) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T04:00Z 71.1K followers, 11.3K engagements


"People forgot this event about $ASML - after that accident billions of orders materialised out of thin air few days later and were promptly announced to the market (of course). All these companies are cooking their books to fabricate revenue growth some a lot some less"  
[X Link](https://x.com/DarioCpx/status/1978621264341430712) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T00:37Z 71K followers, 27K engagements


"The only reason I can think of that can justify such a incredible squeeze in SoftBank shares is the company preparing to issue equity to raise the cash it badly needs because its lenders are maxed out"  
[X Link](https://x.com/DarioCpx/status/1978807664588042727) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T12:58Z 71K followers, 13.8K engagements


"JUST IN: Aozora bank plunges XX% because US #CRE losses Hey isnt #CRE that sector $BAC didnt see any issues with whatsoever 🙄"  
[X Link](https://x.com/DarioCpx/status/1752873748355821630) [@DarioCpx](/creator/x/DarioCpx) 2024-02-01T01:57Z 71.1K followers, 125.6K engagements


"For whoever is interested in a moonshot technology I suggest taking a look at this: In my humble opinion this will go gangbusters with advertisers since it solves a major targeting issue with social media advertising @LushAIAgency"  
[X Link](https://x.com/DarioCpx/status/1949714651987796024) [@DarioCpx](/creator/x/DarioCpx) 2025-07-28T06:12Z 71.1K followers, 16.1K engagements


"This team just solved the biggest social media monetisation problem Advertisers have been trying to tackle it without success since many years and this is the type of long investments I enjoy keeping in my portfolio - funny how people call me a bear simply because I dont wanna be part of the #stocks FOMO insanity 🙄"  
[X Link](https://x.com/DarioCpx/status/1960264379011657786) [@DarioCpx](/creator/x/DarioCpx) 2025-08-26T08:53Z 71.1K followers, 12.4K engagements


"Few could predict OF success before OF became a huge business - in the same way few are paying any attention to whats happening here"  
[X Link](https://x.com/DarioCpx/status/1972834153248038915) [@DarioCpx](/creator/x/DarioCpx) 2025-09-30T01:21Z 71.1K followers, 15K engagements


"1 trillion $JPY (6.7bn$) of liquidity pumped by the BOJ today. The total number of interventions since the 29th of July rises to XX. On a positive note No $USD borrowed from the BOJ 😌"  
[X Link](https://x.com/DarioCpx/status/1972975554971480167) [@DarioCpx](/creator/x/DarioCpx) 2025-09-30T10:43Z 71.1K followers, 49.8K engagements


"BOJ Daily Update X BOJ interventions today for X trillion $JPY total one in the morning and one in the afternoon these bring the total to XX since the 29th of July"  
[X Link](https://x.com/DarioCpx/status/1973270188037644543) [@DarioCpx](/creator/x/DarioCpx) 2025-10-01T06:14Z 71.1K followers, 55.9K engagements


"She campaigned on reviving Japan economy through aggressive government spending (i.e. helicopter money and deficit) - Japan stocks might cheer to this result but $JPY and $JGB wont. Chances of a $JPY Carry Trade crisis XXX just increased by a lot ⚠ - Best of luck to her"  
[X Link](https://x.com/DarioCpx/status/1974359849485152695) [@DarioCpx](/creator/x/DarioCpx) 2025-10-04T06:24Z 71.1K followers, 134.1K engagements


"$JPY starts the week as expected"  
[X Link](https://x.com/DarioCpx/status/1974984974874058913) [@DarioCpx](/creator/x/DarioCpx) 2025-10-05T23:48Z 71.1K followers, 72.6K engagements


"We are entering into $JPY FX intervention territory now ⚠ but I dont expect it will happen before we hit XXX. Surely US wont be happy to see Japan starting dumping $USD again in the open market - Stay vigilant"  
[X Link](https://x.com/DarioCpx/status/1975046028580794654) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T03:50Z 71.1K followers, 91.5K engagements


"Stocks jumping so much while yields rise is a big warning about future inflation - once yields will hinder the move and investors start selling the cash will then flood the real economy undermining $JPY stability and soundness even more"  
[X Link](https://x.com/DarioCpx/status/1975047485451280459) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T03:56Z 71.1K followers, 34.5K engagements


"BOJ Daily Update Surprisingly only X relevant BOJ intervention today for XXX billion $JPY. The total rises to XX interventions in the past XX weeks"  
[X Link](https://x.com/DarioCpx/status/1975117693247484223) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T08:35Z 71.1K followers, 50.3K engagements


"BOJ Daily Update The total number of BOJ interventions has risen to XX since the 29th of July after today's XXX billion $JPY of securities lent to financial institutions in the morning After today I believe there is no doubt left about the BOJ running a covert YCC"  
[X Link](https://x.com/DarioCpx/status/1975499197391773989) [@DarioCpx](/creator/x/DarioCpx) 2025-10-07T09:51Z 71.1K followers, 40.3K engagements


"At this pace the first government action Takaichi will have to take as Japan PM will be to instruct the the MOF to sell $USD reserves to defend $JPY from imploding"  
[X Link](https://x.com/DarioCpx/status/1975723345879704032) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T00:42Z 71.1K followers, 59K engagements


"The BOJ once again bails out banks and prints $JPY to push down $JGB yields and make sure insolvencies dont become public. Not surprisingly $JPY is depreciating faster because of this not because Takaichi win (she hasnt started to put in action her version of Abenomics yet)"  
[X Link](https://x.com/DarioCpx/status/1975749530378207594) [@DarioCpx](/creator/x/DarioCpx) 2025-10-08T02:26Z 71.1K followers, 74.8K engagements


"BOJ DAILY UPDATE One more relevant market operation from the BOJ today for XXX billion $JPY - The total number of interventions since the 29th of July rises to XX Narrator: The BOJ can hardly take a single day off anymore"  
[X Link](https://x.com/DarioCpx/status/1976202380451643572) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T08:25Z 71.1K followers, 94.8K engagements


"The perfect storm I warned about in this podcast X months ago silver + LBMA crisis + Systemic financial risk is now very close to hit the markets shores"  
[X Link](https://x.com/DarioCpx/status/1976436147313312124) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T23:54Z 71.1K followers, 30.3K engagements


"Soon there wont be bars left to rush thats when the silver squeeze will truly become historic"  
[X Link](https://x.com/DarioCpx/status/1977044274689785974) [@DarioCpx](/creator/x/DarioCpx) 2025-10-11T16:11Z 71.1K followers, 46.5K engagements


"Today I was listening to @SpecialSitsNews space and he said something that jolted me: GE businesses have a strong seasonality but this wasnt showing up in the earnings that were smoothened up using GE Capital who right before the end of every quarter sold large amounts of financial insurance - Fast forward GE Capital needed a government bailout since it surfaced they were mostly insuring toxic assets right Now please make me the favour and take a look to $NVDA revenues (pic1) and inventories (pic2) that given $NVDA product cycle are supposed to show a degree of seasonality right Not only"  
[X Link](https://x.com/DarioCpx/status/1977556164381643132) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T02:05Z 71.1K followers, 16.8K engagements


"Mr. Slammy is alive and kicking - I was starting to be worried for his wellbeing 🙂 Nice silver slam right before LBMA operations begin for the day 😉 Lets see how long it will last this time 🍿"  
[X Link](https://x.com/DarioCpx/status/1977986182341697938) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T06:33Z 71.1K followers, 167.3K engagements


"Tartare again but tuna and caviar this time ☺ 📍 And #JDFoodPorn"  
[X Link](https://x.com/DarioCpx/status/1936298091164189041) [@DarioCpx](/creator/x/DarioCpx) 2025-06-21T05:40Z 71.1K followers, 17K engagements


"Watch out for these guys the only project I know that is laser focused on building a revenue generating sustainable business. The reason why I bet big on them more than one year ago"  
[X Link](https://x.com/DarioCpx/status/1969697953423261858) [@DarioCpx](/creator/x/DarioCpx) 2025-09-21T09:39Z 71.2K followers, 20K engagements


"Hearing from local dealers here in HK and Shenzhen they never saw such a big demand for physical silver ever before - just a fyi"  
[X Link](https://x.com/DarioCpx/status/1972505300294078848) [@DarioCpx](/creator/x/DarioCpx) 2025-09-29T03:34Z 71.2K followers, 202.6K engagements


"ChatGPT launched in Nov XX in Jan XX the US Regional Banks crisis started culminated with $FSB and $CS bust. Thats when the real economy crisis began but the big liquidity injection to bailout banks hid it behind stocks inflation. AI has nothing to do with whats happening"  
[X Link](https://x.com/DarioCpx/status/1973714170853183711) [@DarioCpx](/creator/x/DarioCpx) 2025-10-02T11:38Z 71.2K followers, 86.2K engagements


"Such a coincidence to see the $JPY quickly hitting XXX as soon as Japan markets closed for the day - The BOJ should consider extending its working hours to keep the lid on it for longer going forward 🙂"  
[X Link](https://x.com/DarioCpx/status/1976203675392672139) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T08:30Z 71.2K followers, 49.8K engagements


"What happened last Friday might have uncovered a problem many in the crypto space knew but didnt dare to talk privately: many platforms were allowing traders to trade on incredible leverage without having neither the assets nor the liquidity to allow them so. This off the books liabilities are a common practice of the global financial system due to rampant naked short selling and failed settlements that per se are a form of financing. As a result those platform had tight liquidation thresholds that have been triggered creating a waterfall effect since holes can only been closed mopping out"  
[X Link](https://x.com/DarioCpx/status/1977665407981920492) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T09:19Z 71.2K followers, 102.3K engagements


"@kt_valueguy Those 18bn$ arent sitting in $JEF B/S sir"  
[X Link](https://x.com/DarioCpx/status/1978671525571002650) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:57Z 71.2K followers, XXX engagements


""These loans will mature with no deposits to repay them" - Bingo this sentence greatly summarizes the whole nature of the problem"  
[X Link](https://x.com/DarioCpx/status/1979001287917158787) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T01:47Z 71.2K followers, 20.5K engagements


"@HarrieScarlet Hard to say sir; these details arent disclosed in SEC filings unfortunately. However today $JEF price action wasnt mostly due to market momentum and other houses publishing research in support to $JEF"  
[X Link](https://x.com/DarioCpx/status/1979406425190469681) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T04:37Z 71.2K followers, XXX engagements


"#JustDarioDaily ⚠ THAT SMELL OF SILVER SQUEEZE IN THE AIR ⚠ #silver #silversqueeze 🔗 to Article 👇🏻 🔗 to Podcast 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1935320388516659506) [@DarioCpx](/creator/x/DarioCpx) 2025-06-18T12:55Z 71.2K followers, 735.5K engagements


"Not only this team has been building in the shadows for more than a year but has been generating real $ revenues too. I did my own research a year ago this is why I bet on significantly on it ever since"  
[X Link](https://x.com/DarioCpx/status/1948288168412803434) [@DarioCpx](/creator/x/DarioCpx) 2025-07-24T07:44Z 71.2K followers, 25.3K engagements


"I am so looking forward to this product release from the $AINTI team pretty tired about the ton of personal info that can be extracted from a file upload on the internet 😅 @theemrsmcafee @officialmcafee"  
[X Link](https://x.com/DarioCpx/status/1962741862374298060) [@DarioCpx](/creator/x/DarioCpx) 2025-09-02T04:58Z 71.2K followers, 96.5K engagements


"Another one for my record. Do you remember when I kept saying US hedge funds were behind unusual jumps in Chinese ADR and that wasnt Chinese investors demand Positive development but I wont hold my breath till the SEC takes action against US HF doing the same on US stocks"  
[X Link](https://x.com/DarioCpx/status/1965630182141943884) [@DarioCpx](/creator/x/DarioCpx) 2025-09-10T04:15Z 71.2K followers, 13.2K engagements


"Silver is 5$ away from triggering chaos at the top floors of some prominent banks around the globe (especially in US)"  
[X Link](https://x.com/DarioCpx/status/1971778495484514772) [@DarioCpx](/creator/x/DarioCpx) 2025-09-27T03:26Z 71.2K followers, 727.9K engagements


"#JustDarioDaily ⚠ NO ONE WILL CARE ABOUT A US SHUTDOWN UNLESS IT SPARKS A BANK RUN ⚠ #shutdown 🔗 to article 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1973020808365904194) [@DarioCpx](/creator/x/DarioCpx) 2025-09-30T13:43Z 71.2K followers, 446.7K engagements


"I predict sell-side Wall Street equity research wont survive the burst of this bubble after it has been proven how damaging to markets and investors its non-independence is already in the DotCom and the GFC"  
[X Link](https://x.com/DarioCpx/status/1974059667979686295) [@DarioCpx](/creator/x/DarioCpx) 2025-10-03T10:31Z 71.2K followers, 442.4K engagements


"This is now a 3-Sigma daily move for JGB yields - at this pace the $JPY carry trade implodes even before Takaichi officially becomes Japan PM 🥹"  
[X Link](https://x.com/DarioCpx/status/1975015862479581331) [@DarioCpx](/creator/x/DarioCpx) 2025-10-06T01:50Z 71.2K followers, 159.5K engagements


"I hope this chart I made helps everyone from professional to retail investors to understand what's truly going on among #OpenAI $NVDA $AMD $ORCL $MSFT $CRWV and $NBIS"  
[X Link](https://x.com/DarioCpx/status/1975380863849558449) [@DarioCpx](/creator/x/DarioCpx) 2025-10-07T02:01Z 71.2K followers, 160.5K engagements


"Jeffries followed the same playbook of Drexel Burnham Lambert since the GFC for both junk bonds and questionable equities filling the void left by major WS banks stepping away at that time. Investors starving for yield rewarded Jefferies that ramped up the business in the years"  
[X Link](https://x.com/DarioCpx/status/1976127490134569019) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T03:28Z 71.2K followers, 182K engagements


"Magnetar simply doing what they did already in 2008 - once they are done cashing out then $CRWV will rug pull along with all other neocloud Ponzi schemes"  
[X Link](https://x.com/DarioCpx/status/1977175731584323885) [@DarioCpx](/creator/x/DarioCpx) 2025-10-12T00:53Z 71.2K followers, 24.1K engagements


"Mark my words: silver is going to trigger havoc at the LBMA very soon at this pace ⚠"  
[X Link](https://x.com/DarioCpx/status/1977578126206177364) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T03:32Z 71.2K followers, 95.9K engagements


"#JustDarioDaily ⚠ CARVANA A TICKING TIME BOMB ⚠ $CVNA 🔗 to Article 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1977737189954818453) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T14:04Z 71.2K followers, 97.2K engagements


"Carvana managed to issue ABS right before Tricolor and First Brands bust sir that was lucky but it might be their last sale if delinquencies keep climbing. Surely now lenders are doing due diligence on $CVNA and if they find too many things they don't like they will start selling ABS in the market. Personally I would track that to monitor how much time $CVNA has left (the faster ABS prices go down the less time it has)"  
[X Link](https://x.com/DarioCpx/status/1977894257299206301) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T00:28Z 71.2K followers, XXX engagements


"Either SoftBank shareholders didnt get the OpenAI / $ARM memo or they just figured that this is Masa son last resort to raise cash and failing to do so will trigger the (long overdue) SoftBank implosion"  
[X Link](https://x.com/DarioCpx/status/1977908112838238404) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:23Z 71.2K followers, 34.2K engagements


"3/4 of the massive silver slam we saw yesterday have been recovered in 24h 👀- those who shorted a ton of silver futures will have to choose between covering and take the losses or try to deliver physical Id rather pick the first. Sorry Mr Slammy but you lost big time AGAIN"  
[X Link](https://x.com/DarioCpx/status/1978375327383457831) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T08:20Z 71.2K followers, 60.3K engagements


"Let me say this again: OpenAI doesnt have the money and cannot raise more equity - the only alternative to keep its Ponzi scheme going is to borrow a biblical amount of cash that DOESNT EVEN EXIST in the financial system"  
[X Link](https://x.com/DarioCpx/status/1978396423214579878) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T09:43Z 71.2K followers, 127.9K engagements


"For good record: The massive silver slam has been fully recovered in 36h Spot silver trading back above 53$"  
[X Link](https://x.com/DarioCpx/status/1978608116485759255) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T23:45Z 71.2K followers, 118.5K engagements


"All developing as expected 🎯 Due to the US shutdown stretching longer and longer liquidity is quickly drying up in the banking system. As a result banks have to fill the liquidity gap borrowing from the FED standing REPO facility - 6.75bn borrowed in the last session"  
[X Link](https://x.com/DarioCpx/status/1978610000949113163) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T23:52Z 71.2K followers, 142.8K engagements


"REPOs are instruments to manage temporary cash excesses or shortages in a bank treasury. However if cash shortages becomes chronic and REPOs that can be pulled in the blink of an eye become a necessary form of funding (in the case of Jefferies representing more than their cash on hand) is when a bank is heading towards a liquidity crisis. Furthermore Jefferies isnt even eligible to access the Fed Standing REPO facility and as such is totally reliant on counterparts risk appetite to keep lending them via REPO. In case you wonder what happened when a bank reliant of REPO funding loses its"  
[X Link](https://x.com/DarioCpx/status/1978629080775102711) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T01:08Z 71.2K followers, 52.7K engagements


"Silver is unstoppable - soon banks will be forced to pull their offers and the market will totally break with the chart going vertical and spreading panic among the shorts"  
[X Link](https://x.com/DarioCpx/status/1978657685424734223) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:02Z 71.2K followers, 124.2K engagements


"Jefferies begging its clients not to withdraw their money"  
[X Link](https://x.com/DarioCpx/status/1978808713621189018) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T13:02Z 71.2K followers, 59.1K engagements


"A substantial portion of the securities received by us as collateral has been sold or repledged 🚩 Remember I always do my homework especially I read the fine prints $JEF sold or repledged 20bn$ of clients collateral on top of big repo funding to cover its liquidity hole"  
[X Link](https://x.com/DarioCpx/status/1978848340142928352) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T15:39Z 71.2K followers, 37.1K engagements


"Surely a $JEF investors day many of its shareholders will never forget"  
[X Link](https://x.com/DarioCpx/status/1978966825024004375) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T23:30Z 71.2K followers, 16K engagements


"BOJ UPDATE Please forgive me for not sending this the past X days 🙏 15th Oct: X intervention for 155bn $JPY 16th Oct: X interventions for XXX trillion $JPY The total climbs to XX Notice the BOJ received 2tr $JPY of offers from banks willing to dump $JGB for cash"  
[X Link](https://x.com/DarioCpx/status/1978976132633338250) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:07Z 71.2K followers, 66.7K engagements


"If OpenAI needs to borrow money from banks but banks are running (head first) into a pile of big problems and have no money to lend whats going to happen to OpenAI trillion $ of promises"  
[X Link](https://x.com/DarioCpx/status/1978986942424383834) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:50Z 71.2K followers, 20.7K engagements


"Silver slams now attempted during Asian hours when pressure is the strongest - how cute 🙂"  
[X Link](https://x.com/DarioCpx/status/1979027696345612574) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T03:32Z 71.2K followers, 65.3K engagements


"This is literally the header of $JEF corporate website right now: "Important Message - Fraud Alert" Hilarious isn't it"  
[X Link](https://x.com/DarioCpx/status/1979400282565153001) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T04:12Z 71.2K followers, 14.3K engagements


"Kind reminder: if the US shutdown lasts more than XX days the risk of a liquidity crisis and bank runs is high As of now the shutdown is expected to last XX days (and rising) You have been warned ⚠"  
[X Link](https://x.com/DarioCpx/status/1979412018043195416) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T04:59Z 71.2K followers, 198.4K engagements


"Exclusive - I literally wrote an article about this XX months ago:"  
[X Link](https://x.com/DarioCpx/status/1979561471660208518) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T14:53Z 71.2K followers, 294.1K engagements


"Fun fact: the BOJ still claims its X% inflation goal hasnt been reached yet 🥹"  
[X Link](https://x.com/DarioCpx/status/1979787487989141687) [@DarioCpx](/creator/x/DarioCpx) 2025-10-19T05:51Z 71.2K followers, 19.4K engagements


"One year ago Microsoft CEO warned about how he bet the farm on OpenAI - nobody listened at that time. This weekend everyone wakes up to the fact that Microsoft fears hundreds of billions of investments in compute for OpenAI might never turn a profit 🤨"  
[X Link](https://x.com/DarioCpx/status/1979910236497383738) [@DarioCpx](/creator/x/DarioCpx) 2025-10-19T13:59Z 71.2K followers, 267.8K engagements


"In the past X days many reached out to me to share information and rumors about Jefferies. These prompted me to look at the off-the-books exposure and from the latest $JEF 10-Q the bank does indeed have 17bn$ of commitments and derivative shortfalls to cover before year-end⚠"  
[X Link](https://x.com/DarioCpx/status/1979924720171573630) [@DarioCpx](/creator/x/DarioCpx) 2025-10-19T14:56Z 71.2K followers, 52.6K engagements


"Fun fact: $SMFG owns XX% and guaranteed a 2.5bn$ credit line to $JEF - interesting how the stock has been significantly underperforming Japan's Banks index"  
[X Link](https://x.com/DarioCpx/status/1980095948002111922) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T02:17Z 71.2K followers, 11.5K engagements


"@HarrieScarlet Credit Default Swap spread sir"  
[X Link](https://x.com/DarioCpx/status/1980144129310069070) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T05:28Z 71.2K followers, XXX engagements


"I often ask myself how much $JPY the BOJ will need to print when the market momentum turns considering that despite the raging bull market in Japan right now the BOJ is already intervening daily. The total interventions count from the 29th of July rises to 85"  
[X Link](https://x.com/DarioCpx/status/1980167871604068744) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T07:03Z 71.2K followers, 39.7K engagements


"$BNP crash wasnt in my bingo card today does anyone know whats going on Have they frozen again X funds investing in subprime by any chance 😬"  
[X Link](https://x.com/DarioCpx/status/1980203187761291298) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T09:23Z 71.2K followers, 262.8K engagements


"Has $BYND announced a partnership with OpenAI 🤭"  
[X Link](https://x.com/DarioCpx/status/1980206161698959708) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T09:35Z 71.2K followers, 50.4K engagements


"Gold isnt moving - fiat currencies are losing value like a meme stock being rug pulled and yes this should scare the crap out of people"  
[X Link](https://x.com/DarioCpx/status/1980420023870189874) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T23:45Z 71.2K followers, 10.1K engagements


"3 months ago in my last $HSBC analysis I flagged how the bank was inflating the value of their assets related to China but especially related to Hong Kong Real Estate Fast forward to todays Q2-25 earnings👇🏻🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1950465675513745915) [@DarioCpx](/creator/x/DarioCpx) 2025-07-30T07:57Z 71.2K followers, 11.9K engagements


"Beware ⚠ : when the bubble pops and stocks start moving lower but havent crashed yet wall street equity research will still recommend to buy those stocks either because they have to keep cheerleading their clients or because they have to unload their own bags still. 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1974482749659787371) [@DarioCpx](/creator/x/DarioCpx) 2025-10-04T14:32Z 71.2K followers, 657.7K engagements


"Still no losses of any sort tied to this asset class are impacting any bank. Wonder why Because none of these assets is being Marked To Market and the regulator is ok with that not to spread any panic"  
[X Link](https://x.com/DarioCpx/status/1974777120049311749) [@DarioCpx](/creator/x/DarioCpx) 2025-10-05T10:02Z 71.2K followers, 141.7K engagements


"Why is $HSBC planning to take its subsidiary Hang Seng bank private Because this is the only way the bank can still hide its mounting pile of toxic real estate loans the market is starting to worry about. Fun fact: I warned about this too X YEARS AGO 🥹"  
[X Link](https://x.com/DarioCpx/status/1976107224759140585) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T02:07Z 71.2K followers, 28.1K engagements


"In the IB industry everyone knew about Jefferies sketchy dealings yet the bank kept reaping fat fees (paying large cash only bonuses) for years and it was almost the envy of bulge bracket bank professionals at some point - Funny the spotlight is always pointed to these actors only when things ultimately implode rather than ahead of time warning people instead 🙄"  
[X Link](https://x.com/DarioCpx/status/1976293348211126476) [@DarioCpx](/creator/x/DarioCpx) 2025-10-09T14:27Z 71.2K followers, 146.7K engagements


"ELEVEN FREAKING PERCENT INFLATION EXPECTED IN JAPAN"  
[X Link](https://x.com/DarioCpx/status/1976508315049062909) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T04:41Z 71.2K followers, 276.1K engagements


"Spot silver is already back above 50$ - spreading with futures is now X% this is the threshold when the link between physical and paper breaks. ⚠ Get ready for incredible things to happen all of a sudden especially if requests for physical delivery start climbing fast"  
[X Link](https://x.com/DarioCpx/status/1976547147685429723) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T07:15Z 71.2K followers, 384.1K engagements


"Silver physical price in China is already been quoted at 59$/oz - just a fyi"  
[X Link](https://x.com/DarioCpx/status/1976563209617408354) [@DarioCpx](/creator/x/DarioCpx) 2025-10-10T08:19Z 71.2K followers, 51.9K engagements


"Fun fact: on Monday US markets will be regularly open but because of Columbus Day holiday all FED systems but FedNow wont be operational. This means that financial institutions wont be able to wire funds between each other ⚠ - Not ideal if stocks tank and margin calls fly"  
[X Link](https://x.com/DarioCpx/status/1977190383286472988) [@DarioCpx](/creator/x/DarioCpx) 2025-10-12T01:51Z 71.2K followers, 168.6K engagements


"Fun Fact: $CVNA 2030 bonds are trading at XXXXX while the 2029 bonds already trade at FIFTY and the 2028 ones at SIXTY FIVE Feel free to bookmark this post"  
[X Link](https://x.com/DarioCpx/status/1977567943501484310) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T02:51Z 71.2K followers, 122K engagements


"This is getting to a whole new level of ridiculous"  
[X Link](https://x.com/DarioCpx/status/1977739564279124388) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T14:13Z 71.2K followers, 19.1K engagements


"OpenAI just announced it is working with $ARM to design its own chips needless to say $ARM shares skyrocketed. Meanwhile SoftBank that is OpenAI investor and Stargate partner is trying to use $ARM shares as collateral to raise 5bn$ more cash 👇🏻 - what a coincidence"  
[X Link](https://x.com/DarioCpx/status/1977882211668889897) [@DarioCpx](/creator/x/DarioCpx) 2025-10-13T23:40Z 71.2K followers, 35K engagements


"This is $SPY vs #GOLD - I hope this chart and my notes help to understand what happened what's happening and what will happen in the future till the next "Paul Volcker" becomes FED chair It also helps to understand why despite #stocks at ATH society felt richer XX years ago"  
[X Link](https://x.com/DarioCpx/status/1977904291798294856) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T01:08Z 71.2K followers, 63.7K engagements


"BOJ DAILY UPDATE Big post-holiday $JPY money printing day for the BOJ: X major operations for 900bn $JPY total ⚠Remarkably the BOJ offered XXX bn $JPY of outright cash vs collateral and received demand for XXX trillion $JPY 👀 XX interventions since the 29th of July"  
[X Link](https://x.com/DarioCpx/status/1977992094582235366) [@DarioCpx](/creator/x/DarioCpx) 2025-10-14T06:57Z 71.2K followers, 65K engagements


"I wonder if anyone ever looked closely at Jefferies balance sheet - it took me X minutes and no calculator to figure out that without Repo financing their cash position is negative"  
[X Link](https://x.com/DarioCpx/status/1978273990788423920) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T01:37Z 71.2K followers, 812.6K engagements


"I assume we now all agree SoftBank is a meme stock"  
[X Link](https://x.com/DarioCpx/status/1978309365707768030) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T03:58Z 71.2K followers, 34.3K engagements


"Spot gold hits 4200$ - Never forget: every gold milestone is a reminder of how fiat currency is losing more and more real value those who hold physical are just protecting their wealth not becoming richer"  
[X Link](https://x.com/DarioCpx/status/1978364119334977538) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T07:35Z 71.2K followers, 288.9K engagements


"Queues to buy gold in HK from normal shops in IFC mall now"  
[X Link](https://x.com/DarioCpx/status/1978412552871719312) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T10:48Z 71.2K followers, 848.3K engagements


"#JustDarioDaily ⚠ WHY A JEFFERIES BAILOUT IS ONLY A MATTER OF TIME ⚠ $JEF #stocks 🔗 to article 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1978446539665129940) [@DarioCpx](/creator/x/DarioCpx) 2025-10-15T13:03Z 71.2K followers, 133.1K engagements


"There is one thing I purposely left out in my analysis yesterday not to make things too complicated - but there is another very interesting thing in Jefferies B/S: Securities pledged as collateral (non-REPO related): 18bn$ Securities received as collateral (non-REPO related): 54m$ ⚠ Such an imbalance only happens when a banks commitments (like derivatives guarantees or other form of contractual obligations) are deeply under water"  
[X Link](https://x.com/DarioCpx/status/1978637692528427249) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T01:42Z 71.2K followers, 65.4K engagements


"Considering how many views this post got I assume virtually nobody so far noticed this small yet very critical detail about Jefferies $JEF health 🥲"  
[X Link](https://x.com/DarioCpx/status/1978661965590380757) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T03:19Z 71.2K followers, 39.5K engagements


"If the AI boom were truly as explosive as markets claim ASML would be PRINTING cash NOT deferring them"  
[X Link](https://x.com/DarioCpx/status/1978676364908609703) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T04:16Z 71.2K followers, 34.7K engagements


"BREAKING: Liquidity borrowed from the FED standing REPO facility increases to 8.35bn$ ⚠ This means yesterday wasnt a one off like before liquidity is quickly drying up in the banking system because of the US shutdown as I predicted"  
[X Link](https://x.com/DarioCpx/status/1978802611785748678) [@DarioCpx](/creator/x/DarioCpx) 2025-10-16T12:38Z 71.2K followers, 101.7K engagements


"Extreme fear when the S&P500 is X% away from ATH Either its time to throw this fear & greed away or it means all those holding stocks right now know the floor can disappear from underneath their feet in the blink of an eye (but they are too greedy to sell)"  
[X Link](https://x.com/DarioCpx/status/1978977807511511540) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:14Z 71.2K followers, 61K engagements


"This is all you need to know to predict physical gold price forget about charts and all sorts of other creative things I have seen mushrooming all around from many newfound "experts". Beware: I said "Physical gold" this doesn't include financial instruments holding Gold IoUs"  
[X Link](https://x.com/DarioCpx/status/1978983773774504432) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T00:37Z 71.2K followers, 66.4K engagements


"Banks' reserves now stand at the same levels as when the 2023 US banking crisis started. However X years later there are 1.4$TR of assets MORE in the system signalling that today the system is MORE FRAGILE than it was X years ago (when the FED pulled off the BTFP bailout) ⚠"  
[X Link](https://x.com/DarioCpx/status/1978997551408861616) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T01:32Z 71.2K followers, 46.7K engagements


"The total number of BOJ interventions raises to XX since the 29th of July 🙂"  
[X Link](https://x.com/DarioCpx/status/1979081956865511641) [@DarioCpx](/creator/x/DarioCpx) 2025-10-17T07:08Z 71.2K followers, 50.6K engagements


"If you want to spot which broker currently hold a relevant exposure against $JEF and needs exit liquidity an easy way to do it is to check which ones have equity research updates that confirm/recommend a Buy or even upgrade $JEF TP"  
[X Link](https://x.com/DarioCpx/status/1979402528581390831) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T04:21Z 71.2K followers, 34.2K engagements


"All small cockroaches circling around the mother of them all: $CVNA"  
[X Link](https://x.com/DarioCpx/status/1979404894772817988) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T04:31Z 71.2K followers, 80K engagements


"And the writing is already on the wall"  
[X Link](https://x.com/DarioCpx/status/1979412867305881989) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T05:02Z 71.2K followers, 67.9K engagements


"Margin debt to buy stocks is through the roof (and rising) - perhaps the Fear & Greed index isnt broken. With all this leverage its fair many feel anxious since a correction away from ATH (totally normal) can wipe them out already (like it happened to many crypto traders)"  
[X Link](https://x.com/DarioCpx/status/1979488418154598550) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T10:03Z 71.2K followers, 27.6K engagements


"People are asking me again if gold just topped. Just look at the equation in the post below and ask yourself: are central banks done printing money The answer is NO and till isnt the case gold (and silver) arent done running higher"  
[X Link](https://x.com/DarioCpx/status/1979489472954986696) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T10:07Z 71.2K followers, 68.9K engagements


"As a matter of fact Global M2 just hit a fresh ATH at XXXX TRILLION $ 🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1979490453629419701) [@DarioCpx](/creator/x/DarioCpx) 2025-10-18T10:11Z 71.2K followers, 16.1K engagements


"These are all passive investment funds that make ZERO due diligence and blindly buy shares to track indexes - albeit limited risk on $JEF passive funds will have big problems when the MegaCap bubble pops since they are all overexposed to those putting many people savings at risk"  
[X Link](https://x.com/DarioCpx/status/1979766757511549220) [@DarioCpx](/creator/x/DarioCpx) 2025-10-19T04:29Z 71.2K followers, 17.2K engagements


"In the future @LushAIAgency will be part of this ranking. In the same way nobody saw OF potential early the exact same thing is happening with this project that has been building and generating real revenues in the shadows for more than X years now"  
[X Link](https://x.com/DarioCpx/status/1979791684423885182) [@DarioCpx](/creator/x/DarioCpx) 2025-10-19T06:08Z 71.2K followers, 15.2K engagements


"According to my trusted contacts many counterparts aren't willing to roll these forward and are asking the bank to promptly honor them. If this is the case $JEF will quickly run out of cash and the capital won't be enough to cover the shortfall"  
[X Link](https://x.com/DarioCpx/status/1979925342513967388) [@DarioCpx](/creator/x/DarioCpx) 2025-10-19T14:59Z 71.2K followers, 7166 engagements


"DeepSeek slashed Nvidia GPU use by XX% already XX months ago and as a matter of fact is the only profitable AI player out there - a news quickly silenced by the powerful OpenAI-Nvidia PR made brainwashing machine. Why Pretty obvious"  
[X Link](https://x.com/DarioCpx/status/1980082558940639494) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T01:24Z 71.2K followers, 101.5K engagements


"@FinanceLancelot This is correct but $TSM clearly overstated the numbers to get more taxpayer money to subsidise the costs. For a similar fab already at full capacity; is Taiwan they employ 2k workers 😅"  
[X Link](https://x.com/DarioCpx/status/1980092851385237742) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T02:04Z 71.2K followers, 2179 engagements


"Out there they have no idea HF are pulling money out and opening shorts on $JEF. No one shows a bid for any of the CLOs either not even for a mark"  
[X Link](https://x.com/DarioCpx/status/1980102190783201542) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T02:42Z 71.2K followers, 53.7K engagements


"Apollo shorted First Brands loans for over a year who do you think was on the other side of that trade At Jefferies they called those premiums free money. That short position isnt even an isolated one they got more and at $JEF they loved it"  
[X Link](https://x.com/DarioCpx/status/1980125239809024203) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T04:13Z 71.2K followers, 18K engagements


"Next time people go bananas about crypto memes kindly remind me to bring SoftBank name up 🙏"  
[X Link](https://x.com/DarioCpx/status/1980138344911949973) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T05:05Z 71.2K followers, 28.8K engagements


"Something is off in $JEF numbers if my calculation is correct clients have been pulling money for several quarters already and the hole has been filled with more and more short term borrowings and Repo financing - that might explain the need for a SMBC 2.5bn$ credit line"  
[X Link](https://x.com/DarioCpx/status/1980189464610959497) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T08:28Z 71.2K followers, 228.3K engagements


"It looks like Bridgecrest is the next one in line to implode and it will bring down $CVNA - Sources are telling me cars with GPS trackers not owned by the company anymore have been used to inflate the collaterals value to sell the loans"  
[X Link](https://x.com/DarioCpx/status/1980209845962977763) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T09:49Z 71.2K followers, 117.4K engagements


"Apparently many DriveTime and Bridgecrest customers got sold a car with problems and paid 0$ upfront they returned the car and close the loan but $CVNA already sold that loan for full value and also sold the car for much less to raise cash without disclosing it to loan buyers"  
[X Link](https://x.com/DarioCpx/status/1980214720172118370) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T10:09Z 71.2K followers, 141.9K engagements


"Seriously this is all over the internet - GFC Subprime story all over again and it took a X minute google search to find out $CVNA"  
[X Link](https://x.com/DarioCpx/status/1980221411462652232) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T10:35Z 71.2K followers, 84.4K engagements


"⚠ Unusual Put options activity on $CVNA with Friday expiry has been spotted"  
[X Link](https://x.com/DarioCpx/status/1980413309469048966) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T23:18Z 71.2K followers, 17.9K engagements


"For good record: It just took only X trading session for gold to be back at ATH levels"  
[X Link](https://x.com/DarioCpx/status/1980416962099654967) [@DarioCpx](/creator/x/DarioCpx) 2025-10-20T23:32Z 71.2K followers, 11.4K engagements


"Some of you may wonder how can these companies carry on raising capital and throwing it in a dumpster fire. The answer lies in Amodei own words: these companies cheat on their accounting 👇🏻 Small problem: cash is king and you cannot fabricate that in a bank account"  
[X Link](https://x.com/DarioCpx/status/1980442188199915746) [@DarioCpx](/creator/x/DarioCpx) 2025-10-21T01:13Z 71.2K followers, 4715 engagements