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[@21sharesCM](/creator/twitter/21sharesCM)
"The bear case: layoff headlines shutdown theatrics and any AI spend slowing. Mkts are currently assuming the AI money cannon stays on XXX so the mood will sour if hinted at otherwise. Until the FOMC meeting and the US-China summit were mostly trading headlines and hopium"  
[X Link](https://x.com/21sharesCM/status/1982917770494050606) [@21sharesCM](/creator/x/21sharesCM) 2025-10-27T21:10Z XXX followers, XX engagements


"Today's🧵: Crypto slipped today with $210M in liquidations since 3pm EST while tech megacaps hauled stonks to fresh ATHsproof the AI train is the little engine that could can and will. The S&P ex-Mag7 took a break USTs were quiet gold stayed $4k and the dollar dipped"  
[X Link](https://x.com/21sharesCM/status/1983285647369752658) [@21sharesCM](/creator/x/21sharesCM) 2025-10-28T21:32Z XXX followers, XX engagements


"Happy Monday with a fully green top XX for #Crypto on the back of positive sentiment for #USA - #China #TradeWar outcome with #Hyperliquid #BitcoinCash and #Ethereum showing outstanding performance in the last 24h and #HYPE set for a XX% weekly increase"  
[X Link](https://x.com/21sharesCM/status/1982721205057831141) [@21sharesCM](/creator/x/21sharesCM) 2025-10-27T08:09Z XXX followers, XX engagements


"Honorable mention to #Argentina with an unexpected win for Milei. This win is set to trigger a rally for Argentinian assets with peso having the opportunity to go back to mid-October levels and the rebuild of reserves. Crypto exchanges already show indications (USDT/ARS below)"  
[X Link](https://x.com/21sharesCM/status/1982721208614633490) [@21sharesCM](/creator/x/21sharesCM) 2025-10-27T08:09Z XXX followers, XXX engagements


"Asian stocks in no mood to slow down climbing to fresh highs on trade peace and riding the AI wave boosted by #TSMC recent numbers. Remains to be seen if China will join the run till year end"  
[X Link](https://x.com/21sharesCM/status/1982721212058095757) [@21sharesCM](/creator/x/21sharesCM) 2025-10-27T08:09Z XXX followers, XX engagements


"Today's🧵: Risk assets rallied as US and China signaled they might play nice. Crypto surged and stocks hit new highs with BTC hovering near $115k after its rally briefly stalled at $116k. Safe havens Cooked. Gold and USTs lost their appeal as traders chose vibes over caution"  
[X Link](https://x.com/21sharesCM/status/1982917767146955207) [@21sharesCM](/creator/x/21sharesCM) 2025-10-27T21:10Z XXX followers, XX engagements


"The backdrop is looking bullish: more Fed cuts strong corp earnings and QT possibly getting taken to the farm upstate. Tech remains the sun around which markets orbitconvenient timing with Microsoft Alphabet Meta Amazon and Apple (25% of the S&P) reporting this week"  
[X Link](https://x.com/21sharesCM/status/1982917768920936583) [@21sharesCM](/creator/x/21sharesCM) 2025-10-27T21:10Z XXX followers, XX engagements


"The real show starts tomorrow: X of the Mag X report this week representing roughly a quarter of the S&P. Investors want assurances that the billions being spent on compute infrastructure arent just a lofty narrative but will eventually turn into earnings"  
[X Link](https://x.com/21sharesCM/status/1983285649257222446) [@21sharesCM](/creator/x/21sharesCM) 2025-10-28T21:32Z XXX followers, X engagements


"Positioning has crowded back into tech as traders leaned long again after a brief momentum wobble. Also in the mix: bets on a Fed cut and hopes Powell signals ending QT (still no fartcoin long position on the balance sheettragic)"  
[X Link](https://x.com/21sharesCM/status/1983285651283030306) [@21sharesCM](/creator/x/21sharesCM) 2025-10-28T21:32Z 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.]

@21sharesCM "The bear case: layoff headlines shutdown theatrics and any AI spend slowing. Mkts are currently assuming the AI money cannon stays on XXX so the mood will sour if hinted at otherwise. Until the FOMC meeting and the US-China summit were mostly trading headlines and hopium"
X Link @21sharesCM 2025-10-27T21:10Z XXX followers, XX engagements

"Today's🧵: Crypto slipped today with $210M in liquidations since 3pm EST while tech megacaps hauled stonks to fresh ATHsproof the AI train is the little engine that could can and will. The S&P ex-Mag7 took a break USTs were quiet gold stayed $4k and the dollar dipped"
X Link @21sharesCM 2025-10-28T21:32Z XXX followers, XX engagements

"Happy Monday with a fully green top XX for #Crypto on the back of positive sentiment for #USA - #China #TradeWar outcome with #Hyperliquid #BitcoinCash and #Ethereum showing outstanding performance in the last 24h and #HYPE set for a XX% weekly increase"
X Link @21sharesCM 2025-10-27T08:09Z XXX followers, XX engagements

"Honorable mention to #Argentina with an unexpected win for Milei. This win is set to trigger a rally for Argentinian assets with peso having the opportunity to go back to mid-October levels and the rebuild of reserves. Crypto exchanges already show indications (USDT/ARS below)"
X Link @21sharesCM 2025-10-27T08:09Z XXX followers, XXX engagements

"Asian stocks in no mood to slow down climbing to fresh highs on trade peace and riding the AI wave boosted by #TSMC recent numbers. Remains to be seen if China will join the run till year end"
X Link @21sharesCM 2025-10-27T08:09Z XXX followers, XX engagements

"Today's🧵: Risk assets rallied as US and China signaled they might play nice. Crypto surged and stocks hit new highs with BTC hovering near $115k after its rally briefly stalled at $116k. Safe havens Cooked. Gold and USTs lost their appeal as traders chose vibes over caution"
X Link @21sharesCM 2025-10-27T21:10Z XXX followers, XX engagements

"The backdrop is looking bullish: more Fed cuts strong corp earnings and QT possibly getting taken to the farm upstate. Tech remains the sun around which markets orbitconvenient timing with Microsoft Alphabet Meta Amazon and Apple (25% of the S&P) reporting this week"
X Link @21sharesCM 2025-10-27T21:10Z XXX followers, XX engagements

"The real show starts tomorrow: X of the Mag X report this week representing roughly a quarter of the S&P. Investors want assurances that the billions being spent on compute infrastructure arent just a lofty narrative but will eventually turn into earnings"
X Link @21sharesCM 2025-10-28T21:32Z XXX followers, X engagements

"Positioning has crowded back into tech as traders leaned long again after a brief momentum wobble. Also in the mix: bets on a Fed cut and hopes Powell signals ending QT (still no fartcoin long position on the balance sheettragic)"
X Link @21sharesCM 2025-10-28T21:32Z XXX followers, XX engagements

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/creator/twitter::1963999971772182528/posts