[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.] [@PositiveDrift_](/creator/twitter/PositiveDrift_) "@U5sigma2 I agree but saw their election cycle as unfavourable to ultimate concessionary rate. You probably want to push for a deal and solidify your party as incumbent. Positive externality vs negotiation overhang and policy freeze is not popular it seems"  [@PositiveDrift_](/creator/x/PositiveDrift_) on [X](/post/tweet/1947804020833476771) 2025-07-22 23:40:41 UTC XXX followers, XX engagements "In other news feeling good about $NEM this week"  [@PositiveDrift_](/creator/x/PositiveDrift_) on [X](/post/tweet/1947256863155794349) 2025-07-21 11:26:29 UTC XXX followers, XX engagements "@U5sigma2 Governor Ueda stated that the assumption regarding tariffs was "not just XX% but rather settling at a slightly higher level as a result of negotiations." It can be said that this reduction brings us closer to the Bank of Japan's outlook"  [@PositiveDrift_](/creator/x/PositiveDrift_) on [X](/post/tweet/1947802979383579089) 2025-07-22 23:36:33 UTC XXX followers, XXX engagements "Thought Id rebalance into the month end Degrossed before opex Happy to be a little bit underexposed here from a beta standpoint. Emptied profits from futures account IBKR account moved to around 30-40% cash and took profits on my most frontier plays $GLXY $OUST $CLS and rebalanced other names such as $IBKR $TSM $NVDA to more acceptable risk %. The rest of my plays Im happy to keep % weights and theyre more niche and or economic based / rate sensitive plays Accounts are at ATH and normally Id be adding but instead I want to ensure I can compound from this base. Very easily can re-weight into"  [@PositiveDrift_](/creator/x/PositiveDrift_) on [X](/post/tweet/1948549910317728243) 2025-07-25 01:04:35 UTC XXX followers, XXX engagements "Went long $IVN Maybe it plays out like $NEM"  [@PositiveDrift_](/creator/x/PositiveDrift_) on [X](/post/tweet/1943117643160203423) 2025-07-10 01:18:42 UTC XXX followers, XXX engagements "Ive only listened once and havent compartmentalised all these fascinating nuggets but culture of degenerates and or r/wall st bets etc and these sort of personal identities forged as a sub culture create reinforcing feedback Loops and patterns of behaviour. Hence the age of speculation it also provides deeper meaning as to what its to be a part of a culture cult or social movement. Incredibly rich XX mins"  [@PositiveDrift_](/creator/x/PositiveDrift_) on [X](/post/tweet/1946847542865760468) 2025-07-20 08:19:59 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.]
@PositiveDrift_
"@U5sigma2 I agree but saw their election cycle as unfavourable to ultimate concessionary rate. You probably want to push for a deal and solidify your party as incumbent. Positive externality vs negotiation overhang and policy freeze is not popular it seems"
@PositiveDrift_ on X 2025-07-22 23:40:41 UTC XXX followers, XX engagements
"In other news feeling good about $NEM this week" @PositiveDrift_ on X 2025-07-21 11:26:29 UTC XXX followers, XX engagements
"@U5sigma2 Governor Ueda stated that the assumption regarding tariffs was "not just XX% but rather settling at a slightly higher level as a result of negotiations." It can be said that this reduction brings us closer to the Bank of Japan's outlook" @PositiveDrift_ on X 2025-07-22 23:36:33 UTC XXX followers, XXX engagements
"Thought Id rebalance into the month end Degrossed before opex Happy to be a little bit underexposed here from a beta standpoint. Emptied profits from futures account IBKR account moved to around 30-40% cash and took profits on my most frontier plays $GLXY $OUST $CLS and rebalanced other names such as $IBKR $TSM $NVDA to more acceptable risk %. The rest of my plays Im happy to keep % weights and theyre more niche and or economic based / rate sensitive plays Accounts are at ATH and normally Id be adding but instead I want to ensure I can compound from this base. Very easily can re-weight into" @PositiveDrift_ on X 2025-07-25 01:04:35 UTC XXX followers, XXX engagements
"Went long $IVN Maybe it plays out like $NEM" @PositiveDrift_ on X 2025-07-10 01:18:42 UTC XXX followers, XXX engagements
"Ive only listened once and havent compartmentalised all these fascinating nuggets but culture of degenerates and or r/wall st bets etc and these sort of personal identities forged as a sub culture create reinforcing feedback Loops and patterns of behaviour. Hence the age of speculation it also provides deeper meaning as to what its to be a part of a culture cult or social movement. Incredibly rich XX mins" @PositiveDrift_ on X 2025-07-20 08:19:59 UTC XXX followers, XX engagements