[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.] [@gmmacro_real](/creator/twitter/gmmacro_real) "@elonmusk This sounds like a long shot but given the energy efficiency of the brain would neuralink of the long term prospect of upgrading humans similar to the movie limitless"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1947350617753850156) 2025-07-21 17:39:01 UTC XXX followers, XXX engagements "Not to be forgotten the universal tariffs could be shot down in court. In that scenario long equities and long gold/crypto as the big beautiful bill definitely blows out the deficit: Trump's Commerce Secretary Loves Tariffs. His Former Investment Bank Is Taking Bets Against Them A subsidiary of Cantor Fitzgerald which is run by the sons of US Commerce Secretary Howard Lutnick is letting clients essentially bet that President Donald Trumps tariffs will be struck down in court"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1947392872979865917) 2025-07-21 20:26:56 UTC XXX followers, 2014 engagements "@AndreasSteno $ETHA could be the biggest macro trade in a very long time. The US isnt losing currency dominance its upgrading it via blockchain with Ethereum as the chosen settlement layer. With a projected $X trillion stablecoin market by 2030 every $USDC on $ETH strengthens US monetary"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946916826346410325) 2025-07-20 12:55:18 UTC XXX followers, XXX engagements "Both making citizens poorer A 2024 study from the Canadian Centre for Policy Alternatives estimated that carbon taxes reduced disposable income by XXX% in Canada since 2019 compared to XXX% in France where rebates and EU subsidies offset costs. France benefits from a larger more diversified economy (GDP $XXX trillion in 2024 vs. Canadas $XXX trillion) while Canadas reliance on oil exports (10% of GDP) makes it sensitive to global energy transitions amplifying the carbon taxs economic drag. @PierrePoilievre"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946883252100190479) 2025-07-20 10:41:53 UTC XXX followers, XXX engagements "Its pretty clear we are looking at a 15-20% minimum global rate. Trump lit the fire again with XX% trade letters to me XX% be perceived as a win. More importantly we need tariff levels set so we can have a one off CPI spike (tho not real and lows then a tariff adjusted VAT rate) in order to avoid persistence to tariff increases"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946267143521149137) 2025-07-18 17:53:41 UTC XXX followers, XXX engagements "@TedPillows ETH now has the highest utility of all crypto and the mechanism behind USD hegemony as stablecoins grow amplify the USD network effect. ETH market cap will eclipse BTC. BTC is digital gold ETH is the future of the $"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946171404258312542) 2025-07-18 11:33:15 UTC XXX followers, XXX engagements "I'm all bullish on $ETH as the future challenger to $USD dominance but $gold could pivot into a greater reserve currencypotentially at the expense of the $EUR. This article on Trump's radical gold-backed Treasury bonds idea doesn't seem infeasible given his rhetoric on the Fed. It proposes bonds redeemable in gold or dollars to expose Fed manipulations and anchor the dollar inspired by Judy Shelton's "Good as Gold." What do you think gold bugs @PeterSchiff @judyshel"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946237222660833633) 2025-07-18 15:54:47 UTC XXX followers, XX engagements "@TrustlessState This is accurate. ETH also the backbone of us policy to expand and protect the network of USD hegemony"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946999044703674656) 2025-07-20 18:22:00 UTC XXX followers, XX engagements "@BobEUnlimited Fair point on the modest deflation dragChina's been exporting it for years. But beyond prices the real issue is industrial hollowing in emerging markets via overcapacity-driven dependency: flooding with cheap intermediates/finals limits local value addition jobs & ecosystems exposing to disruptions/volatility/coercion (e.g. 2010 rare earths). Per RHG emerging reliance on China for XX% imports in key categories rose XX% to XX% (2019-22) XX% import value. ASEAN imports 3x more intermediates from China (2020) surplus doubled X% to X% GDP (2019-23). Steel exemplifies: Exports"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946544753178505489) 2025-07-19 12:16:48 UTC XXX followers, XX engagements "Not to be forgotten the universal tariffs could be shot down in court. In that scenario long equities and long gold/crypto as the big beautiful bill definitely blows out the deficit: Trump's Commerce Secretary Loves Tariffs. His Former Investment Bank Is Taking Bets Against Them A subsidiary of Cantor Fitzgerald which is run by the sons of US Commerce Secretary Howard Lutnick is letting clients essentially bet that President Donald Trumps tariffs will be struck down in court"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1947386834407067816) 2025-07-21 20:02:56 UTC XXX followers, XX engagements "@SamirTabar $ETH will pivot into the backbone of USD. Betting against ETH is betting against US hegemony. ETH is the utility crypto BTC remains digital gold"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946893621476639231) 2025-07-20 11:23:05 UTC XXX followers, XXX engagements "This chart tells the whole story. The American Dream is being crushed by Jerome Powells Fed. Just look at the gap. While inflation-adjusted wages (red line) have crept up the inflation-adjusted monthly mortgage payment (blue line) has exploded to the highest level in over XX years. Powells punishingly high interest rates (4.25%-4.5%) have slammed the door on homeownership for millions of American families creating a generation of renters. But who benefits Not Main Street. These high rates are a massive wealth transfer to the elite. Giant corporations sitting on $XXX trillion in cash are"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946170207770173704) 2025-07-18 11:28:30 UTC XXX followers, XX engagements "@maneco1964 The Mandats Territoriaux flop is a ghost story sure but stablecoins This is bankings overhaulthink of it as the dollar growing legs into places like Lagos or Jakarta where cash is king but banks are ghosts. The numbers back it: XX% of stablecoin action orbits the USD Its less about crypto hype and more about the U.S. planting flags in the digital frontier. The GENIUS Act Its a power play not a con. Chinas dumping Treasuries down XX% this decadeand Japans hedging bets amid this tech cold war. Stablecoins step in soaking up that debt demand with trillions by 2030. Its not taxpayers"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946532938843402251) 2025-07-19 11:29:52 UTC XXX followers, XXX engagements "@BobEUnlimited Your "stable malaise" overlooks a critical angle: Chinas X% export growth and XX% ASEAN surge in June showcase trade diversification but their industrial overcapacity exacerbated by 2024s XX% steel glut may be exporting deflation globally pressuring prices from Vietnam to Europe. Xis austerity amplifies this risk. Is this a hidden cost of stability #ChinaEconomy #GlobalTrade"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946527130285699487) 2025-07-19 11:06:47 UTC XXX followers, XXX engagements "@intangiblecoins If too many people think like this it will be a fast spiral lower in M2 inevitably sending crypto lower"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1947614751649108396) 2025-07-22 11:08:36 UTC XXX followers, XX engagements "(1/3) The four most dangerous words in investing are "This time it's different." True market insight comes from understanding why history so often rhymes"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946754999914004736) 2025-07-20 02:12:15 UTC XXX followers, XX engagements "(2/3) The perspective here is forged from a 20+ year career navigating these cycles from within investment banks and global macro hedge funds"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946755002527056306) 2025-07-20 02:12:16 UTC XXX followers, XX engagements "$ETHA might be the biggest macro trade of our lifetime hiding in plain sight. The US isn't ceding its currency dominanceit's upgrading it. The new home for the dollar is on the blockchain and the chosen settlement layer is Ethereum. With a $X trillion stablecoin market forecast by 2030 every single dollar of $USDC on $ETH is a brick in a new foundation for US monetary power. This isn't a "feature." It's a geopolitical masterstroke. This level of state-level adoption creates a black hole of demand for $ETH as the ultimate security asset. The market has NOT priced this in. When a superpower"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1945799460690502117) 2025-07-17 10:55:17 UTC XXX followers, XXX engagements "@GodsBurnt Whats is the main reason people hate XRP"  [@gmmacro_real](/creator/x/gmmacro_real) on [X](/post/tweet/1946758002360619204) 2025-07-20 02:24:11 UTC XXX 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.]
@gmmacro_real
"@elonmusk This sounds like a long shot but given the energy efficiency of the brain would neuralink of the long term prospect of upgrading humans similar to the movie limitless"
@gmmacro_real on X 2025-07-21 17:39:01 UTC XXX followers, XXX engagements
"Not to be forgotten the universal tariffs could be shot down in court. In that scenario long equities and long gold/crypto as the big beautiful bill definitely blows out the deficit: Trump's Commerce Secretary Loves Tariffs. His Former Investment Bank Is Taking Bets Against Them A subsidiary of Cantor Fitzgerald which is run by the sons of US Commerce Secretary Howard Lutnick is letting clients essentially bet that President Donald Trumps tariffs will be struck down in court" @gmmacro_real on X 2025-07-21 20:26:56 UTC XXX followers, 2014 engagements
"@AndreasSteno $ETHA could be the biggest macro trade in a very long time. The US isnt losing currency dominance its upgrading it via blockchain with Ethereum as the chosen settlement layer. With a projected $X trillion stablecoin market by 2030 every $USDC on $ETH strengthens US monetary" @gmmacro_real on X 2025-07-20 12:55:18 UTC XXX followers, XXX engagements
"Both making citizens poorer A 2024 study from the Canadian Centre for Policy Alternatives estimated that carbon taxes reduced disposable income by XXX% in Canada since 2019 compared to XXX% in France where rebates and EU subsidies offset costs. France benefits from a larger more diversified economy (GDP $XXX trillion in 2024 vs. Canadas $XXX trillion) while Canadas reliance on oil exports (10% of GDP) makes it sensitive to global energy transitions amplifying the carbon taxs economic drag. @PierrePoilievre" @gmmacro_real on X 2025-07-20 10:41:53 UTC XXX followers, XXX engagements
"Its pretty clear we are looking at a 15-20% minimum global rate. Trump lit the fire again with XX% trade letters to me XX% be perceived as a win. More importantly we need tariff levels set so we can have a one off CPI spike (tho not real and lows then a tariff adjusted VAT rate) in order to avoid persistence to tariff increases" @gmmacro_real on X 2025-07-18 17:53:41 UTC XXX followers, XXX engagements
"@TedPillows ETH now has the highest utility of all crypto and the mechanism behind USD hegemony as stablecoins grow amplify the USD network effect. ETH market cap will eclipse BTC. BTC is digital gold ETH is the future of the $" @gmmacro_real on X 2025-07-18 11:33:15 UTC XXX followers, XXX engagements
"I'm all bullish on $ETH as the future challenger to $USD dominance but $gold could pivot into a greater reserve currencypotentially at the expense of the $EUR. This article on Trump's radical gold-backed Treasury bonds idea doesn't seem infeasible given his rhetoric on the Fed. It proposes bonds redeemable in gold or dollars to expose Fed manipulations and anchor the dollar inspired by Judy Shelton's "Good as Gold." What do you think gold bugs @PeterSchiff @judyshel" @gmmacro_real on X 2025-07-18 15:54:47 UTC XXX followers, XX engagements
"@TrustlessState This is accurate. ETH also the backbone of us policy to expand and protect the network of USD hegemony" @gmmacro_real on X 2025-07-20 18:22:00 UTC XXX followers, XX engagements
"@BobEUnlimited Fair point on the modest deflation dragChina's been exporting it for years. But beyond prices the real issue is industrial hollowing in emerging markets via overcapacity-driven dependency: flooding with cheap intermediates/finals limits local value addition jobs & ecosystems exposing to disruptions/volatility/coercion (e.g. 2010 rare earths). Per RHG emerging reliance on China for XX% imports in key categories rose XX% to XX% (2019-22) XX% import value. ASEAN imports 3x more intermediates from China (2020) surplus doubled X% to X% GDP (2019-23). Steel exemplifies: Exports" @gmmacro_real on X 2025-07-19 12:16:48 UTC XXX followers, XX engagements
"Not to be forgotten the universal tariffs could be shot down in court. In that scenario long equities and long gold/crypto as the big beautiful bill definitely blows out the deficit: Trump's Commerce Secretary Loves Tariffs. His Former Investment Bank Is Taking Bets Against Them A subsidiary of Cantor Fitzgerald which is run by the sons of US Commerce Secretary Howard Lutnick is letting clients essentially bet that President Donald Trumps tariffs will be struck down in court" @gmmacro_real on X 2025-07-21 20:02:56 UTC XXX followers, XX engagements
"@SamirTabar $ETH will pivot into the backbone of USD. Betting against ETH is betting against US hegemony. ETH is the utility crypto BTC remains digital gold" @gmmacro_real on X 2025-07-20 11:23:05 UTC XXX followers, XXX engagements
"This chart tells the whole story. The American Dream is being crushed by Jerome Powells Fed. Just look at the gap. While inflation-adjusted wages (red line) have crept up the inflation-adjusted monthly mortgage payment (blue line) has exploded to the highest level in over XX years. Powells punishingly high interest rates (4.25%-4.5%) have slammed the door on homeownership for millions of American families creating a generation of renters. But who benefits Not Main Street. These high rates are a massive wealth transfer to the elite. Giant corporations sitting on $XXX trillion in cash are" @gmmacro_real on X 2025-07-18 11:28:30 UTC XXX followers, XX engagements
"@maneco1964 The Mandats Territoriaux flop is a ghost story sure but stablecoins This is bankings overhaulthink of it as the dollar growing legs into places like Lagos or Jakarta where cash is king but banks are ghosts. The numbers back it: XX% of stablecoin action orbits the USD Its less about crypto hype and more about the U.S. planting flags in the digital frontier. The GENIUS Act Its a power play not a con. Chinas dumping Treasuries down XX% this decadeand Japans hedging bets amid this tech cold war. Stablecoins step in soaking up that debt demand with trillions by 2030. Its not taxpayers" @gmmacro_real on X 2025-07-19 11:29:52 UTC XXX followers, XXX engagements
"@BobEUnlimited Your "stable malaise" overlooks a critical angle: Chinas X% export growth and XX% ASEAN surge in June showcase trade diversification but their industrial overcapacity exacerbated by 2024s XX% steel glut may be exporting deflation globally pressuring prices from Vietnam to Europe. Xis austerity amplifies this risk. Is this a hidden cost of stability #ChinaEconomy #GlobalTrade" @gmmacro_real on X 2025-07-19 11:06:47 UTC XXX followers, XXX engagements
"@intangiblecoins If too many people think like this it will be a fast spiral lower in M2 inevitably sending crypto lower" @gmmacro_real on X 2025-07-22 11:08:36 UTC XXX followers, XX engagements
"(1/3) The four most dangerous words in investing are "This time it's different." True market insight comes from understanding why history so often rhymes" @gmmacro_real on X 2025-07-20 02:12:15 UTC XXX followers, XX engagements
"(2/3) The perspective here is forged from a 20+ year career navigating these cycles from within investment banks and global macro hedge funds" @gmmacro_real on X 2025-07-20 02:12:16 UTC XXX followers, XX engagements
"$ETHA might be the biggest macro trade of our lifetime hiding in plain sight. The US isn't ceding its currency dominanceit's upgrading it. The new home for the dollar is on the blockchain and the chosen settlement layer is Ethereum. With a $X trillion stablecoin market forecast by 2030 every single dollar of $USDC on $ETH is a brick in a new foundation for US monetary power. This isn't a "feature." It's a geopolitical masterstroke. This level of state-level adoption creates a black hole of demand for $ETH as the ultimate security asset. The market has NOT priced this in. When a superpower" @gmmacro_real on X 2025-07-17 10:55:17 UTC XXX followers, XXX engagements
"@GodsBurnt Whats is the main reason people hate XRP" @gmmacro_real on X 2025-07-20 02:24:11 UTC XXX followers, XX engagements