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[@Market_heretic](/creator/twitter/Market_heretic)
"I get asked frequently how I always seem to feel the pulse of liquidity. Heres one of the quiet signals I track that I haven't talked about before: the Standing Repo Facility (SRF). When SRF spikes the banks stop lending and start borrowing from the FED. It's a sign of fragility and tightness in the banking system. In this instance it's a clear early signal that the FED's QT program simply can't continue for much longer without breaking something. Theres no direct easy way for retail investors to track this perfectly but search for "Overnight Repurchase Agreements: Treasury Securities"  
[X Link](https://x.com/Market_heretic/status/1981466817387515984) [@Market_heretic](/creator/x/Market_heretic) 2025-10-23T21:04Z 3673 followers, 1582 engagements


"Most enter the market searching for definitive answers. They want clean models Sharpe ratios perfect forecasts. They believe wisdom is a straight path from ignorance to certainty. But the Heretic knows: the market isnt a riddle to be solved. Its a crucible to be survived. Every path to truth winds through contradiction. Every principle is tested until it breaks. You want advice Dont worship clarity. Its fleeting. Dont fear confusion. Its where vision begins. Dont run from fear lean into it. Wrap it around yourself like a blanket. Use it as a compass; it points to all the places you still need"  
[X Link](https://x.com/Market_heretic/status/1981592389111230782) [@Market_heretic](/creator/x/Market_heretic) 2025-10-24T05:23Z 3673 followers, XXX engagements


"Golds correction feels like the spark that reignites risk. I think the flow turns to Bitcoin next. A major tipping point in the cycle is unfolding"  
[X Link](https://x.com/Market_heretic/status/1980977751952924696) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T12:41Z 3673 followers, 1582 engagements


"@MylesMcNulty @MkangoResources Seems like a massive tailwind for HyProMag no matter the result. People may finally be waking up to what we've been so vocal about"  
[X Link](https://x.com/Market_heretic/status/1981616744813957141) [@Market_heretic](/creator/x/Market_heretic) 2025-10-24T07:00Z 3673 followers, XXX engagements


"For those who don't speak liquidity: The Feds buffer is evaporating. Reverse Repos are collapsing. Standing Repos are surging. That means Banks are now borrowing from the Fed instead of lending to it. The FED's QT cycle is destined to end soon due to the system becoming too fragile. I closely follow and map liquidity tides regularly Follow if you want to see the next pivot before the tide turns"  
[X Link](https://x.com/Market_heretic/status/1981463755587539006) [@Market_heretic](/creator/x/Market_heretic) 2025-10-23T20:52Z 3673 followers, 10.7K engagements


"@MylesMcNulty @MkangoResources It's mind boggling to me as well friend"  
[X Link](https://x.com/Market_heretic/status/1981621914360836491) [@Market_heretic](/creator/x/Market_heretic) 2025-10-24T07:20Z 3673 followers, XXX engagements


"🕯 Sunday Sanctum #19: The Energy Choke - Power Patience and the Toll Road to AI Markets can print capital. They cant print capacity. The AI boom wont stall for lack of money it will stall on time: interconnection queues transformer waits and gas turbines that show up in years not quarters. The lights dont dim because the checkbook closes; but because steel cant bend faster than physics. At first it was a whisper one data center then two. Now its a drumbeat. Come back later is the new consent form. So what are the solutions Solar It wants to sprint; but the connection gate is walking and the"  
[X Link](https://x.com/Market_heretic/status/1979898160689684649) [@Market_heretic](/creator/x/Market_heretic) 2025-10-19T13:11Z 3673 followers, 6517 engagements


"@zerohedge I wouldnt want to face Bessent across the table during a negotiation. Hes not a policymaker hes a market tactician a former global hedge fund manager. Few living minds grasp the currents of money like he does. And unfortunately for China hes who they have to deal with"  
[X Link](https://x.com/Market_heretic/status/1980103379688026356) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T02:46Z 3673 followers, 24.9K engagements


"ET also has an extremely attractive chart for a mean reversion or reveral of trend. It sits in the lower quarter of its long-term mean reversion band. Momentum (MACD RSI) is quietly turning upward while price rests on a high-volume node thats acted as support for nearly a year. Reversal setups rarely align this cleanly: value structure and signal all converging. Its rare to find such under-valued assets in a melt-up. The valuation and technicals only make this setup more compelling"  
[X Link](https://x.com/Market_heretic/status/1980253027383787719) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T12:41Z 3673 followers, XXX engagements


"Theyre still arguing about risk premia. Still chasing fundamentals. But I believe markets move on myth not math. Retail just believes the story first thats why they keep winning. Story drives markets. Myth drives story. I can't wait to share this framework with you someday"  
[X Link](https://x.com/Market_heretic/status/1981641761719235003) [@Market_heretic](/creator/x/Market_heretic) 2025-10-24T08:39Z 3673 followers, XXX engagements


"@zerohedge This was the perfect dip: leverage purged bull intact. The only risk now is Trump pulling the pin on another grenade to throw into the market"  
[X Link](https://x.com/Market_heretic/status/1977497698103349534) [@Market_heretic](/creator/x/Market_heretic) 2025-10-12T22:12Z 3601 followers, 2874 engagements


"All signs point to another V-shaped recovery this week. If so it was the perfect dip just enough to flush the reckless not enough to break the bull. Trumps been steady all day: no cause for concern. If that holds this could be the moment to scoop up the best assets at a discount at the open. Or you can even frontrun the open in copper futures. No guarantees but one things been true all year: those who listened to Trump made a fortune"  
[X Link](https://x.com/Market_heretic/status/1977503739079803136) [@Market_heretic](/creator/x/Market_heretic) 2025-10-12T22:36Z 3587 followers, 2260 engagements


"For those who dont follow the implication here: China just reported strong GDP growth and industrial output for Q3. But power generation only rose XXX% year-over-year. Electricity usage is one of the hardest economic metrics to fake. If the economy were really running that hot power demand should be soaring. That means the recovery isnt as strong as the official numbers suggest. That being said Chinese PMI prints have started trending upwards the last few months a major sign that their economy is actually starting to grow again. I track these metrics closely follow along if you want the map"  
[X Link](https://x.com/Market_heretic/status/1980097675212337383) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T02:24Z 3667 followers, 1694 engagements


"@KobeissiLetter I find this interesting because in my experience Grok is equal to or better than ChatGPT in research due to its ability to fetch live data and scroll socials. Yet X AI's valuation is nowhere near Open AI's. That means OpenAI is wildly overvalued or X AI is wildly undervalued"  
[X Link](https://x.com/Market_heretic/status/1980795555031978446) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T00:37Z 3514 followers, 1469 engagements


"@zerohedge Translation: Long-only funds (pensions mutual funds endowments etc.) are unloading risk. Hedge funds are loading up on it. The patient money is fading the rally. The fast money is front-running it. Basically sentiment and flows are mixed right now on the institutional side"  
[X Link](https://x.com/Market_heretic/status/1980800000524447864) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T00:54Z 3601 followers, XXX engagements


"Electricity prices looked stable after inflation these past few years but that illusion is ending. The wave of data centers now under construction will change the tide. Power demand is about to go vertical and the grid will turn to natural gas to keep the lights on. This is why I keep pounding the table on the gas trade. Its one of the cleanest setups for the coming AI-driven energy chokepoint. I broke down exactly how to play it last week"  
[X Link](https://x.com/Market_heretic/status/1980802647486787615) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T01:05Z 3586 followers, XXX engagements


"@Itsallafugazi23 @KobeissiLetter I certainly wouldn't be buying any OpenAI if it were publicly traded so I tend to agree with you"  
[X Link](https://x.com/Market_heretic/status/1980803222379065770) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T01:07Z 3566 followers, XX engagements


"Social media is an incredible resource for sentiment research which I do a lot of. Agreed on the hallucinations but I have that issue with all the LLM's. I've just found Grok to be superior for research purposes. I do like ChatGPT's memory function a lot more than Grok though it's fantastic for fleshing out a long term Macro thesis"  
[X Link](https://x.com/Market_heretic/status/1980832916616933488) [@Market_heretic](/creator/x/Market_heretic) 2025-10-22T03:05Z 3601 followers, XX engagements


"@alan_sharp Ive never analyzed gold vs bitcoin or ETH/SOL as a pair. I imagine there could be a very interesting pair trade. Sounds like so far youve timed it perfect"  
[X Link](https://x.com/Market_heretic/status/1981669104391278657) [@Market_heretic](/creator/x/Market_heretic) 2025-10-24T10:28Z 3666 followers, XX engagements