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[@athelascapital](/creator/twitter/athelascapital)
"Golden age for USD-denominated debt issuers with real-asset collateral. $RIG $TROX $VNO"  
[X Link](https://x.com/athelascapital/status/1963775170436612441) [@athelascapital](/creator/x/athelascapital) 2025-09-05T01:24Z XXX followers, 2165 engagements


"More narrative violations in NYC office. - Flight to quality - Conversions reducing supply From CNBC. $VNO $SLG"  
[X Link](https://x.com/athelascapital/status/1963385378888683893) [@athelascapital](/creator/x/athelascapital) 2025-09-03T23:35Z XXX followers, 1198 engagements


"Perhaps notable that SVP Marketing/Contracts and SVP Operations at $NE along with $VAL COO all sold around 1/3rd of their stock during mid September. Plus $RIG offering optics as buying them some time Reading into it too much or are offshore cos looking at some underwhelming contracting coming up Looking for the bear case"  
[X Link](https://x.com/athelascapital/status/1971785168118767782) [@athelascapital](/creator/x/athelascapital) 2025-09-27T03:53Z XXX followers, XXX engagements


"Interesting:"  
[X Link](https://x.com/athelascapital/status/1978938221443846351) [@athelascapital](/creator/x/athelascapital) 2025-10-16T21:36Z XXX followers, XXX engagements