[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@alblindol0](/creator/twitter/alblindol0)
"ai isnt magic. its leverage. meta + blue owl just proved it with the $30b hyperion data-center deal in louisiana"  
[X Link](https://x.com/alblindol0/status/1979593859786244273) [@alblindol0](/creator/x/alblindol0) 2025-10-18T17:02Z XXX followers, XX engagements


"structure: blue owl XX% meta 20%. morgan stanley + pimco stack $27b debt bonds out to 2049 XXX bps over treasuries. largest private-capital deal ever. (bloomberg)"  
[X Link](https://x.com/alblindol0/status/1979593861724094892) [@alblindol0](/creator/x/alblindol0) 2025-10-18T17:02Z XXX followers, XX engagements


"@zerohedge JPM calling out cockroaches while they just refused to tell FDIC whats in their $133B of non-bank exposure. Listed it all as other when regulators asked for breakdown. The scariest part isnt what we can see its what they wont show us. This is how 2008 started"  
[X Link](https://x.com/alblindol0/status/1978640673982042426) [@alblindol0](/creator/x/alblindol0) 2025-10-16T01:54Z XXX followers, XXX engagements


"@RyanDetroit313 @Mayhem4Markets @TraderadeTweets @finviz_com Private credit private equity commercial real estate and regional banks. They basically used the Covid money to make a financial atomic bomb"  
[X Link](https://x.com/alblindol0/status/1978976967882850352) [@alblindol0](/creator/x/alblindol0) 2025-10-17T00:10Z XXX followers, XX engagements


"Im watching the next recession form in real-time and the market hasnt fully priced it in yet. I have access to two independent economic data streams that most people dont see. Both are screaming the same thing. Thread on whats coming"  
[X Link](https://x.com/alblindol0/status/1979040951029895347) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XXX engagements


"I work in consulting - gives me visibility into corporate financial health across industries. Separately my dad owns a corrugated box factory. Finance side + real economy side. When both break simultaneously you listen"  
[X Link](https://x.com/alblindol0/status/1979040952917401892) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"Corporate side: Payment delays everywhere. Service cancellations. Bankruptcies accelerating. Not startups - established businesses that just cant make the math work anymore. Manufacturing side: My dads box orders fell off a cliff in Sept/Oct 2025. This is the pattern before every crash"  
[X Link](https://x.com/alblindol0/status/1979040954825822444) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"Why boxes matter: 75-80% of all goods ship in them. No boxes = no economic activity. Alan Greenspan tracked this at the Fed. It predicted: - 2001 recession (boxes fell 3.5%) - 2008 crisis (fell 10.2%) - 2020 crash (March collapse) Sept 2025: X% of US capacity shut down. Steepest since 2008"  
[X Link](https://x.com/alblindol0/status/1979040958999138656) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"@EllliotttB My dude thats not a rescue plan thats a leverage daisy chain. You just described Greensill with extra steps"  
[X Link](https://x.com/alblindol0/status/1979235678253703553) [@alblindol0](/creator/x/alblindol0) 2025-10-17T17:18Z XXX followers, XXX engagements


"@EllliotttB PE will also be in a world of hurt when the financial infrastructure goes belly up"  
[X Link](https://x.com/alblindol0/status/1979236308028387630) [@alblindol0](/creator/x/alblindol0) 2025-10-17T17:21Z XXX followers, XX engagements


"@DannyDayan5 Totally fair thats what makes markets. I just think weve normalized credit illusion: high spreads stress anymore when off-balance-sheet leverage and private credit carry the risk"  
[X Link](https://x.com/alblindol0/status/1979605603392905248) [@alblindol0](/creator/x/alblindol0) 2025-10-18T17:48Z XXX followers, XX engagements


"ai isnt a growth story anymore. its the economys newest credit complex faster shinier more levered. private credit is the hub. banks are the fulcrum"  
[X Link](https://x.com/alblindol0/status/1979593877750215038) [@alblindol0](/creator/x/alblindol0) 2025-10-18T17:02Z XXX followers, XX engagements


"hyperion isnt just a data center. its the first real ai contagion prototype"  
[X Link](https://x.com/alblindol0/status/1979593879893811557) [@alblindol0](/creator/x/alblindol0) 2025-10-18T17:02Z XXX followers, XX engagements


"after I read the Feds report on the $XXXX trillion worth of US treasuries owned by hedge funds in the Cayman Islands"  
[X Link](https://x.com/alblindol0/status/1979955724009795842) [@alblindol0](/creator/x/alblindol0) 2025-10-19T17:00Z XXX followers, XX engagements


"Why share this If Im right people deserve warning. If Im wrong I learn publicly. My dad survived 2008. Theyll survive this. But most wont see it coming until its too late. First harvest then give"  
[X Link](https://x.com/alblindol0/status/1979040970504024159) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"Watch these yourself (all public): Box production: FRED/Fibre Box Association Bank CRE exposure: XX% (FFIEC data via FAU) Private credit: $1.7T (Federal Reserve) CRE maturities: $1T+ in 2025 (Trepp/JLL) Office delinquency: XXXX% near 2008 levels The dots are visible. Just connect them"  
[X Link](https://x.com/alblindol0/status/1979040972357927092) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"The black swan is not in the public markets.its in shadow banking and private equity. You cant see it because its off-balance sheet illiquid and opaque"  
[X Link](https://x.com/alblindol0/status/1979744459081519478) [@alblindol0](/creator/x/alblindol0) 2025-10-19T03:00Z XXX followers, XX engagements


"the audit and accounting industry is rotten at its core Source: from the inside"  
[X Link](https://x.com/alblindol0/status/1979586563664454122) [@alblindol0](/creator/x/alblindol0) 2025-10-18T16:33Z XXX followers, XX engagements


"Accounting firms are the Moodys/S&P of this cycle. Simply just billable hour whores dressed up as independent auditors"  
[X Link](https://x.com/alblindol0/status/1979588831440703841) [@alblindol0](/creator/x/alblindol0) 2025-10-18T16:42Z XXX followers, XX engagements


"this isnt tech funding its infrastructure securitization wearing a hoodie. off-balance-sheet spv 144a bonds private-credit syndicate. same wall-street plumbing"  
[X Link](https://x.com/alblindol0/status/1979593863674097968) [@alblindol0](/creator/x/alblindol0) 2025-10-18T17:02Z XXX followers, XX engagements


"the cat is out of the bag on private equity / private credit and who do you think will bail them out when they implode US taxpayers"  
[X Link](https://x.com/alblindol0/status/1979596354440839518) [@alblindol0](/creator/x/alblindol0) 2025-10-18T17:12Z XXX followers, XX engagements


"Trumps August executive order opening 401(k)s to private equity was sold as financial inclusion but functionally its a capital-raising maneuver for an industry starved of exits and liquidity"  
[X Link](https://x.com/alblindol0/status/1979597589335994818) [@alblindol0](/creator/x/alblindol0) 2025-10-18T17:16Z XXX followers, XX engagements


"@TheStalwart Its easy to call it improving when the bad debts been rolled rehypothecated and warehoused off balance sheet. The defaults didnt go away they just stopped being visible"  
[X Link](https://x.com/alblindol0/status/1980093685095161926) [@alblindol0](/creator/x/alblindol0) 2025-10-20T02:08Z XXX followers, XXX engagements


"@Globalflows the divergence is the signal. capital markets floating on stealth liquidity while the real economy bleeds out"  
[X Link](https://x.com/alblindol0/status/1980319351141277984) [@alblindol0](/creator/x/alblindol0) 2025-10-20T17:05Z XXX followers, XX engagements