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[@itscorrekt](/creator/twitter/itscorrekt)
"On US Housing US housing has probably the loudest bears for the past X months and high rates was the significant headwind supporting that thesis amongst others. Homebuilder stocks have been surging despite the bearishness ($DHI $LEN $PHM etc) And now Single-Family New Home Sales surged to 2Y new highs"  
[X Link](https://x.com/itscorrekt/status/1971112783694745673) [@itscorrekt](/creator/x/itscorrekt) 2025-09-25T07:21Z 1571 followers, 1004 engagements


"Qty of DatCos climbing while MNAV melting. The leverage effect of DatCos to the underlying token is only structurally enabled by debt (currently only $MSTR and $MtPLF have that) else it's all momo price action that gives the illusion of beta X But with more debt the threat of a death spiral increases (again only these giant BTC DATs have that). There are no good outcomes from here. For most of these DatCos the floor MNAV for the native arm to stop selling tokens into effective TradFi equity financing is significantly lower than X imho. If that happens MNAV =1.0 becomes the ceiling not the"  
[X Link](https://x.com/itscorrekt/status/1976078367750488174) [@itscorrekt](/creator/x/itscorrekt) 2025-10-09T00:12Z 1571 followers, 2085 engagements


"@crypto_condom @business @Carvana"  
[X Link](https://x.com/itscorrekt/status/1977188540653224310) [@itscorrekt](/creator/x/itscorrekt) 2025-10-12T01:44Z 1571 followers, XXX engagements


"Every momo trade even if its about inevitable USD debasement can and will overshoot on the upside in the short term. Especially if retail and boomer investment managers are involved"  
[X Link](https://x.com/itscorrekt/status/1978662513148661838) [@itscorrekt](/creator/x/itscorrekt) 2025-10-16T03:21Z 1572 followers, XXX engagements


"On Dollar Liquidity in the System the buildup of TGA (white ☝) financed with drawdown in RRP (blue ☝) and Banking Reserves (green ☝) over the last X mths QT continues to shrink the Fed's balance sheet (orange) from QRA estimates: about $940B Treasury securities issued over the last X months which gives about $370B not accounted for in the chart this is likely deficit spending which is spent immediately so it doesn't show up in the TGA ⚠ TL;DR: ➜ Over the last X months there is a huge liquidity drain from the financial system that is even larger than the TGA buildup and reserves/RRP drawdowns"  
[X Link](https://x.com/itscorrekt/status/1979054678630633692) [@itscorrekt](/creator/x/itscorrekt) 2025-10-17T05:19Z 1574 followers, 1226 engagements