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[@infraa_](/creator/twitter/infraa_)
"People need to realize that "hyperinflation" is an actual phenomenon with an actual definition (which is XX% monthly inflation) Gold went up 2400% from 1965-1982 It's up XXX% over the past two years"  
[X Link](https://x.com/infraa_/status/1976615268404306063) [@infraa_](/creator/x/infraa_) 2025-10-10T11:46Z 29.9K followers, 11.2K engagements


"M2 money supply RSI is now at XX on the 3mo RSI It's been overbought (70) for the past XX years"  
[X Link](https://x.com/infraa_/status/1977818743070978153) [@infraa_](/creator/x/infraa_) 2025-10-13T19:28Z 29.9K followers, 28.6K engagements


"Swap lines aren't a bailout- they're a liquidity provision Argentina provides collateral we provide dollars. A month or two later they then pay those dollars back *with interest* and we return their collateral Are these bailouts too"  
[X Link](https://x.com/infraa_/status/1978256141856489926) [@infraa_](/creator/x/infraa_) 2025-10-15T00:26Z 29.9K followers, 12.5K engagements


"Liquidity Crisis SOFR-RRP spreads blow out to levels not seen since march of 2020 and the Feds emergency liquidity backstop (the SRF) gets tapped"  
[X Link](https://x.com/infraa_/status/1978849304572756075) [@infraa_](/creator/x/infraa_) 2025-10-16T15:43Z 29.9K followers, 10.1K engagements


"@UMABird Ideally your creditors are stable healthy sovereigns with a current account surplus A twin deficit nation like the UK (pretty large one too) is next down on the list Even further down is a bunch of fast-money coked out finance bros at a hedge fund levered 50:1"  
[X Link](https://x.com/infraa_/status/1979165753812111494) [@infraa_](/creator/x/infraa_) 2025-10-17T12:41Z 29.9K followers, XXX engagements


"Reminder: The Fed still holds over $2000000000000 ($2T) in MBS This represents over XX% of all residential mortgages The Fed could fix the housing affordability crisis but chooses not (its a nationalized boomer pension fund now)"  
[X Link](https://x.com/infraa_/status/1978168992700195073) [@infraa_](/creator/x/infraa_) 2025-10-14T18:40Z 29.9K followers, 24K engagements


"@daveweisberger1 You seen this Cayman Islands basis trade deal Utter insanity"  
[X Link](https://x.com/infraa_/status/1979615200128250128) [@infraa_](/creator/x/infraa_) 2025-10-18T18:26Z 29.9K followers, XXX engagements


"@StealthQE4 If anything things look like were turning Stealth Recession Exposed - XX Charts Reveal a Hidden Economic Downturn"  
[X Link](https://x.com/infraa_/status/1980017579084390614) [@infraa_](/creator/x/infraa_) 2025-10-19T21:05Z 29.9K followers, XXX engagements


"What is Triffin's Dilemma In 1959 a Belgian economist named Robert Triffin testified to Congress about the dangers of the USD becoming the global reserve currency after he observed what was called the "dollar glut". Under Bretton Woods the dollar was to be redeemable into gold but the 'dollar glut' noted that there was an overabundance of dollars outside the US without the corresponding amount of gold. This ultimately led to a collapse of the gold standard in 1971. Because of being the reserve currency and the demand for dollars the US was forced to run deficits on its current account. This"  
[X Link](https://x.com/infraa_/status/1893665815704084968) [@infraa_](/creator/x/infraa_) 2025-02-23T14:14Z 29.9K followers, 121.3K engagements


"Good game everyone"  
[X Link](https://x.com/infraa_/status/1973362080209383734) [@infraa_](/creator/x/infraa_) 2025-10-01T12:19Z 29.9K followers, 3.5M engagements


"Breaking Overnight: Bond Yields Soar Yen Craters and Stocks Melt Up on Huge Election Upset"  
[X Link](https://x.com/infraa_/status/1975219830765871377) [@infraa_](/creator/x/infraa_) 2025-10-06T15:21Z 29.9K followers, 1943 engagements


"Honored and grateful to see my work resonating to this degree and really appreciate you referencing it in your keynote sir Some of the most important issues of our time with a multitude of very serious 2nd and 3rd order effects for our country and our people πŸ™πŸΌπŸ§‘"  
[X Link](https://x.com/infraa_/status/1978955698168897555) [@infraa_](/creator/x/infraa_) 2025-10-16T22:46Z 29.9K followers, 9503 engagements


"Our Largest Foreign Creditor is WHO Turns out weve been undercounting Cayman Islands holdings of US Treasury debt by $XXX TRILLION dollars Our largest creditor (by far) is a bunch of 100:1 levered hedge funds in a tax haven Basis Trade hell"  
[X Link](https://x.com/infraa_/status/1979603181878567252) [@infraa_](/creator/x/infraa_) 2025-10-18T17:39Z 29.9K followers, 36K engagements


"Cayman Islands $1.1T Basis Trade: Pt X Heres why SOFR/repo rates might *already* be starting to squeeze this massive highly leveraged trade risking a severe unwind and massive dislocations in the UST market"  
[X Link](https://x.com/infraa_/status/1979995845065093535) [@infraa_](/creator/x/infraa_) 2025-10-19T19:39Z 29.9K followers, 22.7K engagements


"@pr3m_pandya @JoeCarlasare what in the fuck ive been saying (in $) it goes higher along with gold NQ BTC etc"  
[X Link](https://x.com/infraa_/status/1980241834392854615) [@infraa_](/creator/x/infraa_) 2025-10-20T11:56Z 29.9K followers, XX engagements


"@MrD06591020 Thanks I was thinking it would take 18mo to meet the YPP threshold and was totally ok with that Then it happened in X weeks lol"  
[X Link](https://x.com/infraa_/status/1980393131523936523) [@infraa_](/creator/x/infraa_) 2025-10-20T21:58Z 29.9K followers, XX engagements

[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.]

@infraa_ "People need to realize that "hyperinflation" is an actual phenomenon with an actual definition (which is XX% monthly inflation) Gold went up 2400% from 1965-1982 It's up XXX% over the past two years"
X Link @infraa_ 2025-10-10T11:46Z 29.9K followers, 11.2K engagements

"M2 money supply RSI is now at XX on the 3mo RSI It's been overbought (70) for the past XX years"
X Link @infraa_ 2025-10-13T19:28Z 29.9K followers, 28.6K engagements

"Swap lines aren't a bailout- they're a liquidity provision Argentina provides collateral we provide dollars. A month or two later they then pay those dollars back with interest and we return their collateral Are these bailouts too"
X Link @infraa_ 2025-10-15T00:26Z 29.9K followers, 12.5K engagements

"Liquidity Crisis SOFR-RRP spreads blow out to levels not seen since march of 2020 and the Feds emergency liquidity backstop (the SRF) gets tapped"
X Link @infraa_ 2025-10-16T15:43Z 29.9K followers, 10.1K engagements

"@UMABird Ideally your creditors are stable healthy sovereigns with a current account surplus A twin deficit nation like the UK (pretty large one too) is next down on the list Even further down is a bunch of fast-money coked out finance bros at a hedge fund levered 50:1"
X Link @infraa_ 2025-10-17T12:41Z 29.9K followers, XXX engagements

"Reminder: The Fed still holds over $2000000000000 ($2T) in MBS This represents over XX% of all residential mortgages The Fed could fix the housing affordability crisis but chooses not (its a nationalized boomer pension fund now)"
X Link @infraa_ 2025-10-14T18:40Z 29.9K followers, 24K engagements

"@daveweisberger1 You seen this Cayman Islands basis trade deal Utter insanity"
X Link @infraa_ 2025-10-18T18:26Z 29.9K followers, XXX engagements

"@StealthQE4 If anything things look like were turning Stealth Recession Exposed - XX Charts Reveal a Hidden Economic Downturn"
X Link @infraa_ 2025-10-19T21:05Z 29.9K followers, XXX engagements

"What is Triffin's Dilemma In 1959 a Belgian economist named Robert Triffin testified to Congress about the dangers of the USD becoming the global reserve currency after he observed what was called the "dollar glut". Under Bretton Woods the dollar was to be redeemable into gold but the 'dollar glut' noted that there was an overabundance of dollars outside the US without the corresponding amount of gold. This ultimately led to a collapse of the gold standard in 1971. Because of being the reserve currency and the demand for dollars the US was forced to run deficits on its current account. This"
X Link @infraa_ 2025-02-23T14:14Z 29.9K followers, 121.3K engagements

"Good game everyone"
X Link @infraa_ 2025-10-01T12:19Z 29.9K followers, 3.5M engagements

"Breaking Overnight: Bond Yields Soar Yen Craters and Stocks Melt Up on Huge Election Upset"
X Link @infraa_ 2025-10-06T15:21Z 29.9K followers, 1943 engagements

"Honored and grateful to see my work resonating to this degree and really appreciate you referencing it in your keynote sir Some of the most important issues of our time with a multitude of very serious 2nd and 3rd order effects for our country and our people πŸ™πŸΌπŸ§‘"
X Link @infraa_ 2025-10-16T22:46Z 29.9K followers, 9503 engagements

"Our Largest Foreign Creditor is WHO Turns out weve been undercounting Cayman Islands holdings of US Treasury debt by $XXX TRILLION dollars Our largest creditor (by far) is a bunch of 100:1 levered hedge funds in a tax haven Basis Trade hell"
X Link @infraa_ 2025-10-18T17:39Z 29.9K followers, 36K engagements

"Cayman Islands $1.1T Basis Trade: Pt X Heres why SOFR/repo rates might already be starting to squeeze this massive highly leveraged trade risking a severe unwind and massive dislocations in the UST market"
X Link @infraa_ 2025-10-19T19:39Z 29.9K followers, 22.7K engagements

"@pr3m_pandya @JoeCarlasare what in the fuck ive been saying (in $) it goes higher along with gold NQ BTC etc"
X Link @infraa_ 2025-10-20T11:56Z 29.9K followers, XX engagements

"@MrD06591020 Thanks I was thinking it would take 18mo to meet the YPP threshold and was totally ok with that Then it happened in X weeks lol"
X Link @infraa_ 2025-10-20T21:58Z 29.9K followers, XX engagements

creator/twitter::1400810066073165832/posts
/creator/twitter::1400810066073165832/posts