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[@Globalflows](/creator/twitter/Globalflows)
"Goat book on how money works One of Drucks and Bessents favorite"  
[X Link](https://x.com/Globalflows/status/1971606217647927656) [@Globalflows](/creator/x/Globalflows) 2025-09-26T16:02Z 74.5K followers, 190.1K engagements


"Bitcoin report published frens 🤝"  
[X Link](https://x.com/Globalflows/status/1978597135735021858) [@Globalflows](/creator/x/Globalflows) 2025-10-15T23:01Z 74.5K followers, 113.8K engagements


"The reason WHY tariffs have an impact on markets is that they influence the most significant source of liquidity YTD: CROSSBORDER FLOWS When these flows shift they will mark a top in the credit cycle Here is a full breakdown + how it connects to equities and Bitcoin 🧵👇"  
[X Link](https://x.com/Globalflows/status/1979250818600821148) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:19Z 74.5K followers, 67.5K engagements


"This was the first thread that I did on being bullish back in April. Ive literally posted threads almost every day updating this view since April. Ive been aggressively long since this period of time and have continued to run short term trades to the upside. Were down from all time highs a few percent after a massive run. If my strategies go neutral I always publish it in a report for paid subscribers on the website. I always put in the work to lay out the flows and logic for everything. Fade all the noise and lock in even more. This is your time"  
[X Link](https://x.com/Globalflows/status/1979216116456263886) [@Globalflows](/creator/x/Globalflows) 2025-10-17T16:01Z 74.5K followers, 39.5K engagements


"Christ is worth more than gold. This has always been true and always will be true X Peter 1:67 In this you greatly rejoice even though now for a little while if necessary you have been distressed by various trials so that the proof of your faith being more precious than gold which is perishable even though tested by fire may be found to result in praise and glory and honor at the revelation of Jesus Christ;"  
[X Link](https://x.com/Globalflows/status/1979355209701990766) [@Globalflows](/creator/x/Globalflows) 2025-10-18T01:13Z 74.5K followers, 21.6K engagements


"The greatest unlock of financialization in US history would happen if tokenization laws changed If this changed every single thing would get tokenized and liquidity in the system would 10x If that occurred it would cause an immediate 20%-40% bid in crypto and BTC"  
[X Link](https://x.com/Globalflows/status/1979750936424919179) [@Globalflows](/creator/x/Globalflows) 2025-10-19T03:26Z 74.5K followers, 16K engagements


"The two drivers to quantify HOW these developments in money are taking place are duration risk and credit risk: everything in markets comes down to this"  
[X Link](https://x.com/Globalflows/status/1980276940432171322) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 6273 engagements


"The political arena is having a massive impact on the labor force corporate hiring and incomes of every day consumers All of the Wall Street analyst who virtue signal about being apolitical are losing touch with how the system works Political decisions are directly linked with capital flows and especially geopolitical risk"  
[X Link](https://x.com/Globalflows/status/1980299968842997856) [@Globalflows](/creator/x/Globalflows) 2025-10-20T15:47Z 74.5K followers, 8086 engagements


"@uberdeuss I think it will definitely shift them Tariffs being transmitted into the current structure and chinas closed capital account are the initial phase"  
[X Link](https://x.com/Globalflows/status/1980668783250534459) [@Globalflows](/creator/x/Globalflows) 2025-10-21T16:13Z 74.5K followers, XXX engagements


"You can take over the world from a Bloomberg Terminal"  
[X Link](https://x.com/Globalflows/status/1978442856814530881) [@Globalflows](/creator/x/Globalflows) 2025-10-15T12:48Z 74.5K followers, 12K engagements


"Never bet against the American consumer"  
[X Link](https://x.com/Globalflows/status/1958997930213613898) [@Globalflows](/creator/x/Globalflows) 2025-08-22T21:01Z 74.4K followers, 1.7M engagements


"The Big Bet I am taking: LONG $HYPD stock which is the Hyperliquid Treasury Company This is the convergence of treasury company liquidity the fastest growing crypto project (Hyperliquid) and macro liquidity moving out the risk curve as the credit cycle is in full swing 🧵👇"  
[X Link](https://x.com/Globalflows/status/1965825244947755290) [@Globalflows](/creator/x/Globalflows) 2025-09-10T17:10Z 74.4K followers, 497.6K engagements


"Whats the best trade into the end of the year that I can put on with size"  
[X Link](https://x.com/Globalflows/status/1967757144025076166) [@Globalflows](/creator/x/Globalflows) 2025-09-16T01:07Z 74.3K followers, 37K engagements


"WHAT IS MONEY 🧵 Money is not a thing. It is a web of promises: assets on one side liabilities on the other. Your deposit is the banks liability. A bond is your asset and the governments liability. The entire monetary system is an accounting framework of IOUs"  
[X Link](https://x.com/Globalflows/status/1972493906425290938) [@Globalflows](/creator/x/Globalflows) 2025-09-29T02:49Z 74.4K followers, 54.2K engagements


"If you understand the causal mechanics behind the credit cycle then you'll understand how to trade with almost no data until the FOMC meeting at the end of this month"  
[X Link](https://x.com/Globalflows/status/1974957001726971970) [@Globalflows](/creator/x/Globalflows) 2025-10-05T21:56Z 74.5K followers, 27.1K engagements


"Here you go @GoldmanSachs"  
[X Link](https://x.com/Globalflows/status/1974957854131105883) [@Globalflows](/creator/x/Globalflows) 2025-10-05T22:00Z 74.3K followers, 15.3K engagements


"Crossborder Flows Buying Equities: 🧵 The global dimension of this cycle is critical to understanding why liquidity continues expanding and why capital keeps flowing into U.S. assets despite elevated valuations. When nations run trade surpluses with the United States they accumulate dollar reserves. Those dollars cannot be spent domestically without creating currency instability so they must be recycled. This recycling occurs through the purchase of U.S. financial assetsTreasuries agency debt corporate bonds and increasingly equities. It is a structural flow that links global trade imbalances"  
[X Link](https://x.com/Globalflows/status/1975293862953525475) [@Globalflows](/creator/x/Globalflows) 2025-10-06T20:15Z 74.4K followers, 10.3K engagements


"This is not a normal late cycle It is an engineered boom created through fiscal expansion monetary easing and global capital inflows that override natural limits Liquidity and earnings are rising together when historically they should be diverging Now we have Mag7 shenanigans with AI spending"  
[X Link](https://x.com/Globalflows/status/1975366493669105780) [@Globalflows](/creator/x/Globalflows) 2025-10-07T01:04Z 74.5K followers, 38.6K engagements


"I have laid out my views on equities here Nothing has changed"  
[X Link](https://x.com/Globalflows/status/1976713465105695149) [@Globalflows](/creator/x/Globalflows) 2025-10-10T18:16Z 74.4K followers, 28.2K engagements


"This is not going to end well We are going to melt this entire market up and then crash it down We are in the melt-up period of time right now"  
[X Link](https://x.com/Globalflows/status/1978453032393212181) [@Globalflows](/creator/x/Globalflows) 2025-10-15T13:28Z 74.3K followers, 35.9K engagements


"This is directly linked to crossborder liquidity"  
[X Link](https://x.com/Globalflows/status/1978453166963270012) [@Globalflows](/creator/x/Globalflows) 2025-10-15T13:29Z 74.5K followers, 10.9K engagements


"I will be going live in a few minutes Recession Risk Interest Rate Risk and Geopolitical Risk The Three Forces Shaping Markets"  
[X Link](https://x.com/Globalflows/status/1978862408182460471) [@Globalflows](/creator/x/Globalflows) 2025-10-16T16:35Z 74.3K followers, 17.4K engagements


"If you have a view on dollar devaluation by definition you need to have a view on interest rates because they are the price of money Interest rates and the currency are two sides to the same coin and the starting place for everything in macro"  
[X Link](https://x.com/Globalflows/status/1978898300729462822) [@Globalflows](/creator/x/Globalflows) 2025-10-16T18:58Z 74.4K followers, 13K engagements


"This or a dusty cubical Ill take global macro thanks"  
[X Link](https://x.com/Globalflows/status/1978981571836215384) [@Globalflows](/creator/x/Globalflows) 2025-10-17T00:29Z 74.4K followers, 17.9K engagements


"I remain bullish equities"  
[X Link](https://x.com/Globalflows/status/1979251803595378769) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:22Z 74.3K followers, 17.9K engagements


"If the additional cuts that were priced last week remain in the forward curve it continues to be a safety net for the economy. In simple terms the fact that short end rates keep coming down is still creating buying pressure for equities"  
[X Link](https://x.com/Globalflows/status/1979748036390855013) [@Globalflows](/creator/x/Globalflows) 2025-10-19T03:14Z 74.5K followers, 9508 engagements


"Post COVID the pathway into trading markets has dramatically shifted There is an entire generation of traders who started trading remotely and have never been on a trading desk This has upsides and downsides. It is not inherently good or bad"  
[X Link](https://x.com/Globalflows/status/1979748607122362541) [@Globalflows](/creator/x/Globalflows) 2025-10-19T03:17Z 74.5K followers, 9230 engagements


"Once you discover leverage you think about the world in a completely different way"  
[X Link](https://x.com/Globalflows/status/1973925300263363050) [@Globalflows](/creator/x/Globalflows) 2025-10-03T01:37Z 74.5K followers, 138.3K engagements


"Japanese Risk Flows China's Currency and The Bitcoin Wildcard"  
[X Link](https://x.com/Globalflows/status/1977928651862859855) [@Globalflows](/creator/x/Globalflows) 2025-10-14T02:45Z 74.5K followers, 43.9K engagements


"Every asset in the investment universe This is how you should think about macro and markets"  
[X Link](https://x.com/Globalflows/status/1978292490873565441) [@Globalflows](/creator/x/Globalflows) 2025-10-15T02:50Z 74.5K followers, 28.2K engagements


"These are all the MUST read macro books Remember if you understand interest rates and FX you understand macro 🧵"  
[X Link](https://x.com/Globalflows/status/1978444751448793444) [@Globalflows](/creator/x/Globalflows) 2025-10-15T12:56Z 74.5K followers, 100.1K engagements


"1k likes and I will publish a full breakdown from my Bitcoin strategy explaining the macro set up"  
[X Link](https://x.com/Globalflows/status/1978449754968170867) [@Globalflows](/creator/x/Globalflows) 2025-10-15T13:15Z 74.5K followers, 99.1K engagements


"Positioning unwind in equities and Bitcoin is occurring within a market that remains flush with liquidity Credit is still being added to the underlying economy every day and the Fed is cutting rates This is a very accomadative environnment on a weekly and monthly time horizon The key is managing the intraday and intraweek positioning unwinds"  
[X Link](https://x.com/Globalflows/status/1978893882739036548) [@Globalflows](/creator/x/Globalflows) 2025-10-16T18:40Z 74.5K followers, 86.9K engagements


"Everyone looks smart in a bull market is such wild cope for not being long during the greatest melt up in US history"  
[X Link](https://x.com/Globalflows/status/1979302035272142940) [@Globalflows](/creator/x/Globalflows) 2025-10-17T21:42Z 74.5K followers, 16.5K engagements


"A feature of the Information Age is that you can start with ZERO up front capital and make money with your time and intellect Its never been easier to succeed This requires total discipline a price few are willing to pay"  
[X Link](https://x.com/Globalflows/status/1979738254665814434) [@Globalflows](/creator/x/Globalflows) 2025-10-19T02:35Z 74.5K followers, 33.1K engagements


"One of the things I laid out in this report was that the outperformance of Bitcoin earlier this year was almost certainly due to traders front running treasury companies. Now that this is over Bitcoin had some sell the news events. This period of time is beginning to come to an end"  
[X Link](https://x.com/Globalflows/status/1979749142030356985) [@Globalflows](/creator/x/Globalflows) 2025-10-19T03:19Z 74.5K followers, 37.8K engagements


"Macro Positioning Report: Equities Gold Crude and Bonds"  
[X Link](https://x.com/Globalflows/status/1980096901677806047) [@Globalflows](/creator/x/Globalflows) 2025-10-20T02:21Z 74.5K followers, 29.9K engagements


"Gm LOCKING IN Volatility crush commencing Nothing has changed"  
[X Link](https://x.com/Globalflows/status/1980255094773043374) [@Globalflows](/creator/x/Globalflows) 2025-10-20T12:49Z 74.5K followers, 8388 engagements


"Even if inflation comes in above expectations a little bit the rate cuts for this year are baked in Everyone is looking at how these changes are set up for cuts in 2026 We are pricing a XX% probability of a cut in January and not steepener twisting or seeing equities sell off"  
[X Link](https://x.com/Globalflows/status/1980260805309550906) [@Globalflows](/creator/x/Globalflows) 2025-10-20T13:12Z 74.5K followers, 8285 engagements


"Everyone believes in the debasement trade without knowing what debasement is you can't have dollar debasement without inflation accelerating in the underlying economy"  
[X Link](https://x.com/Globalflows/status/1980261739519242638) [@Globalflows](/creator/x/Globalflows) 2025-10-20T13:16Z 74.5K followers, 7592 engagements


"Regional banking crisis In this economy"  
[X Link](https://x.com/Globalflows/status/1980266987164172301) [@Globalflows](/creator/x/Globalflows) 2025-10-20T13:36Z 74.5K followers, 21.8K engagements


"The dollar debasement narrative is now consensus. Everyone is afraid that cash is trash and they will miss the rally in equities Bitcoin or gold. The problem is that it misunderstands how money actually works That kind of thinking usually marks market tops 🧵👇"  
[X Link](https://x.com/Globalflows/status/1980276928268620035) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 45.8K engagements


"When I analyze the macro flows across every asset I am always looking for where expectations have a significant divergence from what is likely to take place. The key thing I look for is when expectations are based on an uninformed presupposition"  
[X Link](https://x.com/Globalflows/status/1980276930864967699) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 4960 engagements


"The primary thing that consensus on social media and the news media has focused on is the dollar debasement idea. You can notice that references to debasement have gone through the roof recently as everyone is actually afraid of not being long equities"  
[X Link](https://x.com/Globalflows/status/1980276933100531832) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 4863 engagements


"The question we need to ask is is there actually validity to this idea or is it another part of the content cycle that is used as an excuse to justify price action and will be forgotten in a month"  
[X Link](https://x.com/Globalflows/status/1980276935843586486) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 4506 engagements


"Right now everyone thinks dollars are being devalued and that the only safe place is to be in equities gold or Bitcoin. This is exactly what I laid out would happen months ago when I said investors will be FORCED to buy equities"  
[X Link](https://x.com/Globalflows/status/1980276942336369027) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 5475 engagements


"There is a very simple question you need to ask about dollar devaluation: If dollar devaluation is happening then why isn't inflation WAY higher in the economy right now This matters because when the macro liquidity in the financial system begins to make its way into the inflation of the underlying economy AND the Fed is cutting into it this is when we begin to have issues. We arent there yet"  
[X Link](https://x.com/Globalflows/status/1980276947503747129) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 3708 engagements


"As I have said nothing has changed with my views on equities but there will be a momentum where a macro driver sets a top in equities. If you misunderstand how dollar devaluation works or are just buying the narrative you will miss the turn when it comes"  
[X Link](https://x.com/Globalflows/status/1980276949047206336) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 7969 engagements


"Greatness awaits"  
[X Link](https://x.com/Globalflows/status/1980294502729605195) [@Globalflows](/creator/x/Globalflows) 2025-10-20T15:26Z 74.5K followers, 13.9K engagements


"The government isnt coming to save you Wall Street isnt coming to save you Your financial advisor isnt coming to save you Bitcoin isnt coming to save you Gold isnt coming to save you If you want to succeed over the next decade its up to YOU Partner with intellectually curious people who have unlimited upside in life high integrity and a relentless drive to win"  
[X Link](https://x.com/Globalflows/status/1980296946096165047) [@Globalflows](/creator/x/Globalflows) 2025-10-20T15:35Z 74.5K followers, 37.2K engagements


"No book or quant model can teach you this"  
[X Link](https://x.com/Globalflows/status/1980297568526668251) [@Globalflows](/creator/x/Globalflows) 2025-10-20T15:38Z 74.5K followers, 19.3K engagements


"Whos bearish on the economy and equities right now"  
[X Link](https://x.com/Globalflows/status/1980301718031372520) [@Globalflows](/creator/x/Globalflows) 2025-10-20T15:54Z 74.5K followers, 19.7K engagements


"Beginning to get the picture YOU are the differentiator AI amplifies WHO you are First movers advantage makes the ignorant appear wise. As first movers marginal ROI slows the real winners emerge This requires the will to act"  
[X Link](https://x.com/Globalflows/status/1980340922828423439) [@Globalflows](/creator/x/Globalflows) 2025-10-20T18:30Z 74.5K followers, 20.4K engagements


"Balance is being restored and volatility premiums are being monetized"  
[X Link](https://x.com/Globalflows/status/1980341284494799138) [@Globalflows](/creator/x/Globalflows) 2025-10-20T18:32Z 74.5K followers, 16.2K engagements


"I Studied Every Chart on the Economy and Credit Cycle What I Found Changed My Outlook Completely"  
[X Link](https://x.com/Globalflows/status/1980367381664072037) [@Globalflows](/creator/x/Globalflows) 2025-10-20T20:15Z 74.5K followers, 17.6K engagements


"Bitcoin report is here"  
[X Link](https://x.com/Globalflows/status/1980486367848415564) [@Globalflows](/creator/x/Globalflows) 2025-10-21T04:08Z 74.5K followers, 15.6K engagements


"If the consumer is doing horrible then short $XRT and $ITB That would require skin in the game though"  
[X Link](https://x.com/Globalflows/status/1980664426840932621) [@Globalflows](/creator/x/Globalflows) 2025-10-21T15:56Z 74.5K followers, 7165 engagements


"People think if we only taught kids budgeting in high school then theyd be able to able to afford a house and believe in capitalism"  
[X Link](https://x.com/Globalflows/status/1980706123180306869) [@Globalflows](/creator/x/Globalflows) 2025-10-21T18:41Z 74.5K followers, 5656 engagements


"Diversification is the enemy of exceptional performance You want to take the most concentrated bet on yourself and make your success inevitable This is the only way Most people are afraid of who they could become if they went all in"  
[X Link](https://x.com/Globalflows/status/1955711530655474037) [@Globalflows](/creator/x/Globalflows) 2025-08-13T19:22Z 74.5K followers, 19.9K engagements


"See the positioning note I put in the tweet below We are at fairly low levels in implied volatility for crude right now There is still a lot of complacency in the upside in crude given the underlying risks that are building"  
[X Link](https://x.com/Globalflows/status/1972583375761199131) [@Globalflows](/creator/x/Globalflows) 2025-09-29T08:45Z 74.5K followers, 10K engagements


"Call skew (red) in the Nikkei has risen on the most recent gap up We are even seeing outright implied volatility rise marginally This is directly linked with US equity beta and will be important to watch"  
[X Link](https://x.com/Globalflows/status/1975368479193854202) [@Globalflows](/creator/x/Globalflows) 2025-10-07T01:12Z 74.5K followers, 9208 engagements


"***taps sign prolly nothing"  
[X Link](https://x.com/Globalflows/status/1977196971489431677) [@Globalflows](/creator/x/Globalflows) 2025-10-12T02:17Z 74.5K followers, 26.1K engagements


"The next big trade is long Copper"  
[X Link](https://x.com/Globalflows/status/1970286053765611558) [@Globalflows](/creator/x/Globalflows) 2025-09-23T00:36Z 74.5K followers, 91K engagements


"The call option I have in the memecoin space has been $BERT. As capital moves out the risk curve I think BTC HYPE and BERT will begin to really run. I view all of these as call options on the convergence of macro liquidity culture and tech"  
[X Link](https://x.com/Globalflows/status/1972439529522090388) [@Globalflows](/creator/x/Globalflows) 2025-09-28T23:13Z 74.5K followers, 128K engagements


"Sometimes you need to go backward to build a stronger foundation in order to go even farther forward"  
[X Link](https://x.com/Globalflows/status/1975699751116152902) [@Globalflows](/creator/x/Globalflows) 2025-10-07T23:08Z 74.5K followers, 21.2K engagements


"How Are Tariffs Impacting Positioning and The Macro Regime 🧵 Is this a one-time volatility spike or the beginning of something larger Mapping the macro regime and its connection to tariffs sets the stage for everything moving into the end of the week 👇"  
[X Link](https://x.com/Globalflows/status/1977782936360632595) [@Globalflows](/creator/x/Globalflows) 2025-10-13T17:06Z 74.5K followers, 24.2K engagements


"When someone asks me if the price action rattled my conviction"  
[X Link](https://x.com/Globalflows/status/1977823728718524759) [@Globalflows](/creator/x/Globalflows) 2025-10-13T19:48Z 74.5K followers, 13K engagements


"@slaaaaaay71 everything is always laid out. when i change my stance i will publish it"  
[X Link](https://x.com/Globalflows/status/1977824242621390912) [@Globalflows](/creator/x/Globalflows) 2025-10-13T19:50Z 74.5K followers, XXX engagements


"And there goes the Nikkei HIGHER"  
[X Link](https://x.com/Globalflows/status/1977894032278704304) [@Globalflows](/creator/x/Globalflows) 2025-10-14T00:27Z 74.5K followers, 37.9K engagements


"@Blowster85 that its an indication people are to net long relative to the other assets via all the treasury companies im still bullish but ive been leverage long equities for a while now cause they keep paying"  
[X Link](https://x.com/Globalflows/status/1978441929604907240) [@Globalflows](/creator/x/Globalflows) 2025-10-15T12:44Z 74.5K followers, XXX engagements


"I'll just leave this chart here If you think China is trying to get out of the dollar system then you're missing the most significant source of macro liquidity in the modern world"  
[X Link](https://x.com/Globalflows/status/1978445996091650456) [@Globalflows](/creator/x/Globalflows) 2025-10-15T13:00Z 74.5K followers, 43.1K engagements


"Redundancy planning for equities if the view shifts: Were approaching a critical point"  
[X Link](https://x.com/Globalflows/status/1979059199964221938) [@Globalflows](/creator/x/Globalflows) 2025-10-17T05:37Z 74.5K followers, 13.2K engagements


"Welcome to global macro in America"  
[X Link](https://x.com/Globalflows/status/1979244041893220363) [@Globalflows](/creator/x/Globalflows) 2025-10-17T17:52Z 74.5K followers, 42.2K engagements


"Foreign direct investment is one of THE critical drivers of flows in US financial markets. The fact that the dollar is the reserve currency and global trade is transacted in the dollar creates a significant surplus of dollar liquidity This is WHY we have seen equity valuations at all time highs right now (Chart below is foreign direct investment into the US)"  
[X Link](https://x.com/Globalflows/status/1979250821226463622) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:19Z 74.5K followers, 3380 engagements


"Tariffs directly link to crossborder liquidity in the entire system that has been built: (commentary from the recent report) Tariffs directly change the composition of the current account by making imports more expensive thereby reducing the trade deficit if domestic consumption patterns adjust. Since the current account and capital account MUST balance a smaller current account deficit implies smaller capital inflows. This in turn affects cross-border flows into U.S. equities and other assets. The consequence is that imposing tariffs does not just shift trade. It disrupts the flow of capital"  
[X Link](https://x.com/Globalflows/status/1979250828365185218) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:19Z 74.5K followers, 2479 engagements


"As I laid out at the Friday lows I remain bullish and believe this is a marginal positioning unwind within a larger credit cycle"  
[X Link](https://x.com/Globalflows/status/1979250837559087588) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:19Z 74.5K followers, 2542 engagements


"How does this connect to Bitcoin As I laid out in the report I am not inherently bearish Bitcoin or running shorts but other sectors have taken liquidity from Bitcoin. I think this will eventually change and when it does I will be a lot more leveraged long but for now the signals I laid out in the report need to trigger before an aggressive change in my view"  
[X Link](https://x.com/Globalflows/status/1979250839580741725) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:19Z 74.5K followers, 1668 engagements


"Despite the government data not coming out we still have A TON of alternative data sources showing us WHERE we are in the macro regime. If you can understand how the cross-border flows are functioning how it connects to data when the government sources are offline and how to manage risk around this you will set yourself up for success. I wrote a macro report specifically covering this as well as a risk manual for everyone who locks in the lower rate of Capital Flows before the price goes up at market close. You can find all the details links below"  
[X Link](https://x.com/Globalflows/status/1979250847872926136) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:19Z 74.5K followers, 1293 engagements


"Just to be clear we are in a very unique period of time that will not end well. We have liquidity getting pumped into financial markets and credit getting pumped into the economy at an unprecedented rate. This is overlapping with procyclical monetary and fiscal policy This is creating a melt up but sowing the seeds for a crash. We are in the melt up phase right now and I remain bullish"  
[X Link](https://x.com/Globalflows/status/1979250850100056385) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:19Z 74.5K followers, 5889 engagements


"People have no clue how high equities can rally before we begin the bear market Melt up first fear later"  
[X Link](https://x.com/Globalflows/status/1979252048031027204) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:23Z 74.5K followers, 25.6K engagements


"While everyone is fed watching cross border flows will take over This is one of the main drivers causing the melt up in equities"  
[X Link](https://x.com/Globalflows/status/1979749479621472638) [@Globalflows](/creator/x/Globalflows) 2025-10-19T03:20Z 74.5K followers, 19.3K engagements


"THE ILLUSION OF MONEY 🧵 Most people think of money as something concrete cash in hand or deposits in a bank account. That is an illusion. Money is not a fixed thing. It is a web of asset and liability relationships across the entire financial system"  
[X Link](https://x.com/Globalflows/status/1958603928658223493) [@Globalflows](/creator/x/Globalflows) 2025-08-21T18:55Z 74.5K followers, 126.6K engagements


"How Far Can Equities Sell Off"  
[X Link](https://x.com/Globalflows/status/1976795653276840243) [@Globalflows](/creator/x/Globalflows) 2025-10-10T23:43Z 74.5K followers, 39.7K engagements


"Important piece The Impact Of Tariffs On Macro Liquidity"  
[X Link](https://x.com/Globalflows/status/1977212030219436345) [@Globalflows](/creator/x/Globalflows) 2025-10-12T03:17Z 74.5K followers, 26.5K engagements


"Interest Rate Trading Playbook is linked for free here:"  
[X Link](https://x.com/Globalflows/status/1978444759912865832) [@Globalflows](/creator/x/Globalflows) 2025-10-15T12:56Z 74.5K followers, 4379 engagements


"One of the critical ideas I laid out in the recent report on tariffs was that if you understand liquidity is about more than just the Fed and repo market you will begin to see how we have a system in place that systematically recycles dollars into US equities"  
[X Link](https://x.com/Globalflows/status/1979250825068531788) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:19Z 74.5K followers, 2924 engagements


"its happening higher"  
[X Link](https://x.com/Globalflows/status/1979251834591285291) [@Globalflows](/creator/x/Globalflows) 2025-10-17T18:23Z 74.5K followers, 6649 engagements


"Specialization has occurred over the last 20+ years Polymaths will begin to combine systematized specializations so the whole is greater than the sum of the parts I think about it like this: when you combine multiple specializations with multiple forms of leverage (code media capital and labor) to solve increasingly complex problems it all becomes about creativity in merging silos of knowledge instead of just blindly betting on mega thematic trends"  
[X Link](https://x.com/Globalflows/status/1979753000613880163) [@Globalflows](/creator/x/Globalflows) 2025-10-19T03:34Z 74.5K followers, 13.5K engagements


"Nothing has changed from the macro views I laid out We went down X% in a single day liquidated short-term positioning and then immediately gapped up That is clear capitulation driven by positioning NOT a macro driver I continue to be bullish and run longs. However risks are building in the underlying economic system and microstructure of the market. I will be explaining this in a report today on the website"  
[X Link](https://x.com/Globalflows/status/1980267868731449351) [@Globalflows](/creator/x/Globalflows) 2025-10-20T13:40Z 74.5K followers, 19.9K engagements


"Once you realize that there are no rules that says money is meant to be a store of value you will begin to realize it is highly dynamic in its nature. Money can appreciate in value or depreciate in value in a similar way to any asset"  
[X Link](https://x.com/Globalflows/status/1980276938645377060) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:16Z 74.5K followers, 6660 engagements


"The Russell is just below all time highs and people still think the economy is in free fall There is a massive divergence between the attention markets (social media) and financial markets"  
[X Link](https://x.com/Globalflows/status/1980282001426137317) [@Globalflows](/creator/x/Globalflows) 2025-10-20T14:36Z 74.5K followers, 21.6K engagements


"You are only seeing the tip of the iceberg between US and China geopolitical tensions There is so much going on economically and geopolitically behind the scenes People are anchoring their entire view of Trump and Bessent on single news headlines (this is what they want)"  
[X Link](https://x.com/Globalflows/status/1980666630285013076) [@Globalflows](/creator/x/Globalflows) 2025-10-21T16:04Z 74.5K followers, 11.7K engagements


"We dont have a financial literacy problem with the youth We have a self-discipline problem"  
[X Link](https://x.com/Globalflows/status/1980704924813144207) [@Globalflows](/creator/x/Globalflows) 2025-10-21T18:37Z 74.5K followers, 10.4K engagements


"@FlowTraderTM Stop comparing gold and Bitcoin Wait Only compare it on the upside not downside please Thanks"  
[X Link](https://x.com/Globalflows/status/1980808439002714259) [@Globalflows](/creator/x/Globalflows) 2025-10-22T01:28Z 74.5K followers, XXX engagements