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[@MilkRoadMacro](/creator/twitter/MilkRoadMacro)
"Debasement Inflation and Investing in the Era of Fiscal Dominance w/ @VincentDeluard The Fed is no longer independent. The Treasury runs the show now. Vincent breaks down what fiscal dominance means and why its the most important macro shift no one is pricing in. Tune in to know more TIME POINTS 00:00 Intro 01:40 What Is the Debasement Trade 05:15 Why Gold Is Exploding 09:04 The Feds Next Move 13:19 Fiscal vs Monetary Power 17:42 Why the Fed Got Political 21:16 The X% Inflation Lie 26:17 How the Fed Took Over 30:30 Global Capital Is Shifting 35:30 How to Invest in Debasement 41:11 Building an"  
[X Link](https://x.com/MilkRoadMacro/status/1981385638390669698) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-23T15:42Z 4691 followers, 42.5K engagements


"The US Treasury rebuilt its cash pile (TGA) after the debt ceiling drama. To do that it pulled $500bn out of the system a direct drag on market liquidity. That drain cut into bank reserves pushing them toward the danger zone that triggered the 2019 repo crisis. Stress signals like SOFR spreads have already ticked higher. If reserves fall too far the Fed wont have a choice. QT (balance sheet runoff) will have to end. The real question: does the Fed step in early or do they wait until the system breaks first The TGA rebuild is nearly done. Liquidity stops draining. And if QT ends soon the"  
[X Link](https://x.com/MilkRoadMacro/status/1973780039096529305) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-02T16:00Z 4590 followers, 5851 engagements


"Why This Could Be the Biggest Bull Run Since the 1950s w/ @MelMattison1 Want to know how we survive $34T of U.S. debt Mel makes the contrarian case for why debt isnt the problem and why interest payments could actually stimulate the economy. Tune in to know more TIME POINTS 00:00 Intro 01:16 Macro Outlook & Mels Framework 06:34 Will the Bull Run Broaden 14:45 The Feds Third Mandate 23:42 Yield Curve Control Explained 35:10 What Is MMT 37:14 Gold & $BTC Forecasts 45:37 Final Takeaways"  
[X Link](https://x.com/MilkRoadMacro/status/1975584780201697435) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-07T15:31Z 4590 followers, 3084 engagements


"Last week wasnt a crash it was a reset. The kind every bull market needs before it can go higher. Stocks crypto even bonds were all moving up and it looked stable but they were quietly overleveraged. When China tightened export controls and Trump revived XXX% tariffs volatility finally woke up. Systematic funds flipped from buying to selling overnight dumping risk to stay inside their models. Prices fell fast but nothing broke just leverage being forced out of the system. In every extended bull cycle these volatility resets are what keep the structure healthy. They drain excess leverage reset"  
[X Link](https://x.com/MilkRoadMacro/status/1978158909161685173) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-14T18:00Z 4590 followers, 5350 engagements


"Home sales are at a 30-year low. And its all because of affordability. Housing prices keep climbing but wages just cant keep up. The median home price in the U.S. is now $420000 while the median household income sits at $80000. h/t @barchart for the chart"  
[X Link](https://x.com/MilkRoadMacro/status/1978816947354837499) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-16T13:34Z 4649 followers, 3853 engagements


"The macro set up is extremely bullish right now: - The majority of global central banks are now in easing mode. - The US economy shows signs of reacceleration as the ISM and PMI are ticking up. - Liquidity is returning to markets as the Treasury General Account (TGA) refill is complete. - Despite fear theres no clear top across major assets (Bitcoin S&P Gold). Higher"  
[X Link](https://x.com/MilkRoadMacro/status/1980250165492801564) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T12:30Z 4590 followers, 6387 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1980378523769663874) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T21:00Z 4578 followers, XXX engagements


"CRAZY FACT: Bitcoins year-to-date volatility has been lower than the S&P 500"  
[X Link](https://x.com/MilkRoadMacro/status/1980280373721620891) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T14:30Z 4691 followers, 4483 engagements


"Ignore the Headlines. The Charts Are Screaming Bull Market w/ @CalebFranzen The National Financial Conditions Index just hit multi-year lows. Caleb explains why thats rocket fuel for risk assets. Tune in to know more TIME POINTS 00:00 Intro 01:09 Bull or Bear 03:45 High Beta vs Low Vol 05:23 Calebs #1 Chart 08:29 What Flips Caleb Bearish 11:00 S&P XXX Price Target 12:41 Trump Tweet Impact 16:50 Bitcoin: Crash or Buy 20:05 $BTC vs Gold 23:04 Fed Index Explained 24:20 Calebs Strategy 28:08 Gold Breakout Signal 30:30 Powells Next Move 33:45 USChina Outlook 37:03 Wrap-Up"  
[X Link](https://x.com/MilkRoadMacro/status/1980663356307779962) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T15:51Z 4691 followers, 30.3K engagements


"JUST IN: ISM Manufacturing PMI came in at XXXX (vs. XXXX expected). Were still waiting for a print above XX to confirm the start of altcoin season. Not there yet but were getting closer"  
[X Link](https://x.com/MilkRoadMacro/status/1962882526013493620) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-09-02T14:17Z 4657 followers, 5559 engagements


"While there are chances that QT will end soon. This does NOT mean that QE will restart immediately. Our guess is that the FED will increase their balance sheet extremely slowly probably at pace with GDP growth. A step in the right direction but still a long way to go"  
[X Link](https://x.com/MilkRoadMacro/status/1978438221613998258) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-15T12:30Z 4661 followers, 7490 engagements


"Everyone says real estate always wins. But over the last XX years its not even close. Since 1970 the S&P XXX has outperformed U.S. housing by roughly 6-to-1. Thats the power of owning productive assets. Housing gives you stability leverage and a roof over your head while stocks give you exposure to growth technology and the global economy. Both build wealth but in completely different ways. The real question isnt which performs better its which risk you can live with"  
[X Link](https://x.com/MilkRoadMacro/status/1980620127055032613) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T13:00Z 4663 followers, 2898 engagements


"There are now more ETFs than stocks in the U.S. market. In 2010 there were twice as many public companies as ETFs. Today thats flipped the wrappers outnumber the things they wrap. This is what happens when active investing gives way to flows. Investors stopped picking winners and started buying themes: AI energy defense Bitcoin whatevers trending. Markets used to be driven by fundamentals now theyre driven by ETF flows and index weightings. Thats true liquidity discovery"  
[X Link](https://x.com/MilkRoadMacro/status/1980650318657638697) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T15:00Z 4655 followers, 22.3K engagements


"Whether it's stocks real estate or even crypto. We break down all the big investment moves in our newsletter. Get the analysis here:"  
[X Link](https://x.com/MilkRoadMacro/status/1980651201290203311) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T15:03Z 4663 followers, XXX engagements


"Chat what pattern is this"  
[X Link](https://x.com/MilkRoadMacro/status/1981065555202470249) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T18:30Z 4690 followers, 3237 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981080879104692524) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T19:31Z 4690 followers, XXX engagements


"QT isnt ending its evolving. Last week Fed Chair Powell signaled an end to Quantitative Tightening. But rather than a crash back into Quantitative Easing he hinted at a more subtle shift. Over the past few years the Feds balance sheet grew by over $X trillion due to QE and recently QT trimmed this creating pressure points in bank reserves. Now nearing scarce reserves the shift away may stabilize these vital components. The hidden takeaway Stopping QT might align with keeping financial plumbing smooth without springing back to aggressive QE. Its less of when QE and more about careful monetary"  
[X Link](https://x.com/MilkRoadMacro/status/1980688062838632680) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T17:30Z 4691 followers, 7111 engagements


"Weve said this before but its worth repeating: Over XX% of global banks are now in easing mode. The only major holdout was Japan. until now. With Takaichi officially taking office yesterday a stimulus package is already in the works. More easing = more fuel for $BTC"  
[X Link](https://x.com/MilkRoadMacro/status/1981005137054507447) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T14:30Z 4691 followers, 12.4K engagements


"Japan's move changes everything for crypto. We track these macro shifts daily so you don't have to. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981038116153733355) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T16:41Z 4686 followers, XXX engagements


"Everything seems broken for risk assets right now: - The government shutdown is expected to last well into November - Gold is having an incredible 2025 - Bond yields are at multi-decade highs tightening financial conditions - Investor sentiment is at yearly lows But heres how were looking at the market: While fear dominates short-term moves major catalysts are still on the horizon: - The Fed is set to keep cutting rates through 2025 - Powell has hinted that QT will end soon - U.S. & China are expected to resume high-level trade talks Everything will be fine in the long run. Zoom out & chill"  
[X Link](https://x.com/MilkRoadMacro/status/1981699718326743100) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-24T12:30Z 4691 followers, 3737 engagements


"🚨 CPI JUST IN: CPI comes in at XXX% vs XXX% expected (prev 2.9%). Bullish for markets"  
[X Link](https://x.com/MilkRoadMacro/status/1981701054522855512) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-24T12:35Z 4691 followers, 2583 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981704976109035538) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-24T12:50Z 4691 followers, XXX engagements


"There are now 500000 more home sellers than buyers. The biggest gap the market has ever seen. That means supplys rising demands drying up and prices are next to crack"  
[X Link](https://x.com/MilkRoadMacro/status/1980370971426189413) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T20:30Z 4691 followers, 18.1K engagements


"In 2021 most U.S. homeowners locked in mortgage rates under 3%. Today new loans are pushing past 7%. If youre holding a XXX% mortgage youre not selling. If youre buying at X% youre priced out. So inventory collapses demand collapses but prices refuse to fall. The result The biggest affordability freeze in modern housing history"  
[X Link](https://x.com/MilkRoadMacro/status/1981027848099119471) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T16:00Z 4691 followers, 3492 engagements


"@remarks It took national debt only XX days to increase from $37T to $38T. Wild times"  
[X Link](https://x.com/MilkRoadMacro/status/1981354010465751538) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-23T13:36Z 4687 followers, XXX engagements


"BREAKING: U.S. national debt just hit a new high of $38T Its been growing at a scary pace: roughly $1T every XXX days. To make things even worse the last $1T was added in just XX days. The debt spiral is accelerating"  
[X Link](https://x.com/MilkRoadMacro/status/1981356300362797392) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-23T13:45Z 4691 followers, 4713 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981435728484847802) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-23T19:01Z 4691 followers, XXX engagements


"Performance in 2025: - Bitcoin: XXXXX% - S&P500: XXXXX% - Russell 2000: XXXXX% - Gold: XXXXX% - Silver: XXXXX% Every single asset class is in the green in 2025"  
[X Link](https://x.com/MilkRoadMacro/status/1981775205765882305) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-24T17:30Z 4691 followers, 1532 engagements