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[@nickgiva1](/creator/twitter/nickgiva1)
"Agree completely. A long time ago I said that $MSTR common was hugely overvalued Vs $IBIT and $STRF. When someone gifts you a perpetual yield of X% and their stock trades at any multiple of the underlying security ($BTC which is the same as IBIT) it means that you have found an idiot and you are supposed to sell their common and buy STRF and hold it forever. And this is what you get:"  
[X Link](https://x.com/nickgiva1/status/1976585616662868395) [@nickgiva1](/creator/x/nickgiva1) 2025-10-10T09:48Z 28.4K followers, 11K engagements


"@JoeCarlasare Even dogshit has appreciated Vs BTC since mid July. 😂"  
[X Link](https://x.com/nickgiva1/status/1979250202100854862) [@nickgiva1](/creator/x/nickgiva1) 2025-10-17T18:16Z 28.2K followers, 1007 engagements


"@dotkrueger And it's precisely why a BTC standard will never happen and why we would go into a never ending depression if it did"  
[X Link](https://x.com/nickgiva1/status/1979612283635630089) [@nickgiva1](/creator/x/nickgiva1) 2025-10-18T18:15Z 28.2K followers, 2105 engagements


"$MSTR just has the worst traders ever. $123k Every time they buy BTC it drops 5-10%. But EVERY TIME. It's almost like someone there front runs the company orders using the PA"  
[X Link](https://x.com/nickgiva1/status/1977707819299197003) [@nickgiva1](/creator/x/nickgiva1) 2025-10-13T12:07Z 28.4K followers, 7811 engagements


"@DannyDayan5 @NickTimiraos The trajectory is for inflation to move higher short term (and we all agree) and for it then to peak Q1 2026 and come down towards target (especially if WI stays in mid 50s). That is the bit where you and I differ (I guess). The market is beginning to price the second part"  
[X Link](https://x.com/nickgiva1/status/1980326589025198103) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T17:33Z 28.3K followers, 1092 engagements


"I am not cherry-picking I dd not like it last week either"  
[X Link](https://x.com/nickgiva1/status/1980564211488194935) [@nickgiva1](/creator/x/nickgiva1) 2025-10-21T09:17Z 28.4K followers, 3345 engagements


"@rev_cap @WarrenPies Bond yields aren't really down. The curve is flattening with the 2yr as pivot. When you expect FFs to be around X% within 6-9 months bond funds have to extend past current GC rates. All they can do. And they have a lot of money"  
[X Link](https://x.com/nickgiva1/status/1978476516599357646) [@nickgiva1](/creator/x/nickgiva1) 2025-10-15T15:02Z 28.3K followers, XXX engagements


"So.after all that we are where we opened on Sunday evening. But VIX is above XX. Go figure"  
[X Link](https://x.com/nickgiva1/status/1978921956788392447) [@nickgiva1](/creator/x/nickgiva1) 2025-10-16T20:32Z 28.3K followers, 10.1K engagements


"It's one of those days when the usual idiots will post: X BTC = X BTC"  
[X Link](https://x.com/nickgiva1/status/1979126568950649205) [@nickgiva1](/creator/x/nickgiva1) 2025-10-17T10:05Z 28.3K followers, 4520 engagements


""So Dear what happened in the markets this week" Nothing SPX is completely unchanged from the close last Friday. But VIX is up a gazillion. "Why" Someone is worried about something. "What are they worried about" Who the fuck knows. Someone is always worried about something. But nothing ever happens"  
[X Link](https://x.com/nickgiva1/status/1979135716861866330) [@nickgiva1](/creator/x/nickgiva1) 2025-10-17T10:41Z 28.3K followers, 11.3K engagements


"If you know what's good for you you will mute: KRE Zion fraud credit event Fed panic ease"  
[X Link](https://x.com/nickgiva1/status/1979504029387427979) [@nickgiva1](/creator/x/nickgiva1) 2025-10-18T11:05Z 28.4K followers, 5869 engagements


"Yup. XXXXX incoming"  
[X Link](https://x.com/nickgiva1/status/1980362260137828833) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T19:55Z 28.4K followers, 9519 engagements


"Surprised by the weakness in $BTC I am not.it's in a period of relative weakness to everything. Avoid it for a bit you will get much better opportunities if you want to buy it imho. What I thought this Sunday:"  
[X Link](https://x.com/nickgiva1/status/1980563895648678271) [@nickgiva1](/creator/x/nickgiva1) 2025-10-21T09:16Z 28.4K followers, 52.2K engagements


"And a propos.I remember the Bank of France doing sneaky things like squeezing overnight rates into the hundreds of % when the FF was under attack Vs the DM in the years just prior to the setting of the final FX rates for Euro conversion. Unless you borrowed term you were fucked"  
[X Link](https://x.com/nickgiva1/status/1980601459939909926) [@nickgiva1](/creator/x/nickgiva1) 2025-10-21T11:46Z 28.4K followers, 3795 engagements


"@Chartfest1 Did it ever go any lower than XX in 1995 I know it did a quick dip into 70s years later but it was brief. In '86 my car registration in UK was JPY 160P. Makes me far older 😂"  
[X Link](https://x.com/nickgiva1/status/1980361833086321141) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T19:53Z 28.3K followers, XXX engagements


"BTC is down XX% and M2.what"  
[X Link](https://x.com/nickgiva1/status/1979155636202942608) [@nickgiva1](/creator/x/nickgiva1) 2025-10-17T12:00Z 28.3K followers, 11.8K engagements


"Would XX and XX reals be this low if they were unanchored Basically we haven't moved since 2023. Hell you could be very right but I think the odds still are that the economy is slowing very slowly and that employment is steady: basically goldilocks for risk parity (as people extend and ride the curve). If you are right you will get a violent move higher in long rates at some stage and soon. But it will need some surprise data"  
[X Link](https://x.com/nickgiva1/status/1980330075552628816) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T17:47Z 28.3K followers, 1008 engagements


"@darioperkins @DannyDayan5 @NickTimiraos"  
[X Link](https://x.com/nickgiva1/status/1980339028638716084) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T18:23Z 28.3K followers, XXX engagements


"I wonder how many of the people talking about SOFR-RRP spreads on here have ever traded a single $ on a funding desk By the panicked comments I read: none is my guess. TLDR: there is no problem. Move on nothing to see here"  
[X Link](https://x.com/nickgiva1/status/1980205477238890603) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T09:32Z 28.4K followers, 42.4K engagements


"This will age me but you all know that I am as old as the hills anyway.I distinctly remember the day Nick Leeson blew up Barings (or it was finally reported). Nikkei was in the 17-18ks from memory Made some nice money front-running the UST demand. Yes it was that easy in those days. Look at Nikkei now. 50k. All they had to do was hold on. 😂😂😂😂"  
[X Link](https://x.com/nickgiva1/status/1980286953674162306) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T14:56Z 28.4K followers, 9799 engagements


"This is actually funny. PS: for all those who don't remember Ukraine was actually glad to get rid of the nukes stationed on its territory because: X. The did not have the launch codes. X. It would have cost them $ billions to maintain them and secure them money which they did not have. And everyone pushed them to do it including the USA because they were terrified they might fall (or be sold more likely) into the hands of terrorists. Funny how no one remembers that"  
[X Link](https://x.com/nickgiva1/status/1980289978476179473) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T15:08Z 28.4K followers, 15.1K engagements


"@DannyDayan5 @NickTimiraos You made me go and read the Boston paper. 😂"  
[X Link](https://x.com/nickgiva1/status/1980333155690377406) [@nickgiva1](/creator/x/nickgiva1) 2025-10-20T17:59Z 28.3K followers, 1104 engagements


"Some videos doing the rounds about "basis trades" how they will blow up the world because overnight repo rates spiked a couple of basis points. These are getting huge amounts of views and likes as anything that is completely wrong and doomer-ish always does because it's the blind leading the blind. A basis trade is funded to term meaning that overnight oscillations in repo prices have no effect on it. Remember how Soros (and Druck) were smart and borrowed term GBP to then short it against the DM via the forwards It meant that the BoE could not shake them out of their position via (emergency"  
[X Link](https://x.com/nickgiva1/status/1980595397039997410) [@nickgiva1](/creator/x/nickgiva1) 2025-10-21T11:21Z 28.4K followers, 31.4K engagements


"They are funding it but not overnight. They fund it to expiry of futures or something similar if they intend to roll the futures. Haven't done one in a very long time but that is how you do a proper basis trade otherwise it's some sort of carry trade. If there is ever a problem it will come from those not proper basis trades. As always the devil is in the detail"  
[X Link](https://x.com/nickgiva1/status/1980597530632053179) [@nickgiva1](/creator/x/nickgiva1) 2025-10-21T11:30Z 28.4K followers, 1163 engagements


"@tomyoungjr @dotkrueger @PunterJeff And what no one has thought of a business application for that BTC stack until now because they are too lazy Or it simply does not exist Which is likelier"  
[X Link](https://x.com/nickgiva1/status/1980707626758598749) [@nickgiva1](/creator/x/nickgiva1) 2025-10-21T18:47Z 28.4K followers, XXX engagements