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[@amital13](/creator/twitter/amital13)
"SOFR printed XXXX% yesterday - above the IORB rate. Thats a level of funding-market stress we typically see at month-end but this month the pressure is already elevated. And its likely just the beginning given the Treasurys issuance calendar: another $36bn in T-bills this week + $76bn in coupons and the September XX taxes payment deadline ahead. Whats surprising though is that despite the on-shore stress in the U.S. theres little strain in dollar deposits in Europe - likely because Trumps tariffs are temporarily reshaping global capital flows. #repo #Liquidity #dxy #rate"  
[X Link](https://x.com/amital13/status/1965130859188531643) [@amital13](/creator/x/amital13) 2025-09-08T19:11Z 6160 followers, 1295 engagements


"Trump is providing the trigger but the setup has been brewing for weeks. $BX is down another X% today extending its decline to over XX% in the past three weeks. The engine of credit creation fueled by public liquidity has stalled volatility is set to rise⚡ The economic slowdown already evident in the real economy is eroding collateral quality. Those counting on another TACO rescue will be proven wrong again the capitulation will come from the Fed through renewed QE and support for the banking system. #liquidity #Recession"  
[X Link](https://x.com/amital13/status/1976682071981453721) [@amital13](/creator/x/amital13) 2025-10-10T16:11Z 6158 followers, 5065 engagements


"U.S. 10Y yield is falling this morning to XXXX% - in my view this is just the beginning🌩 The private market has stopped generating high-quality collateral as the real economy slows --As a result U.S. Treasuries are once again becoming the ultimate safe haven. Add to that Logans speech where the Fed referred to the TGCR signaling a policy shift aimed at reducing tail risk in the Treasury market. #DXY #REPO #Liquidity #recession"  
[X Link](https://x.com/amital13/status/1978004462850424861) [@amital13](/creator/x/amital13) 2025-10-14T07:46Z 6158 followers, 19.2K engagements


"Cracks are beginning to emerge in $KRE. $ZION $WALL"  
[X Link](https://x.com/amital13/status/1978861176134967816) [@amital13](/creator/x/amital13) 2025-10-16T16:30Z 6160 followers, 3533 engagements


"Private equity is taking a hit this month🫢 Since the peak in early September $KKR $BX $APO have fallen between XX% and 18%. The next stage will likely be the regional banks $KRE Liquidity is disappearing from the markets - time to #recession #liquidity #dxy"  
[X Link](https://x.com/amital13/status/1976311031820390854) [@amital13](/creator/x/amital13) 2025-10-09T15:37Z 6161 followers, 5704 engagements


"Today's Insane Chart😳 The Gap Between the Silver Spot price and the first contract on COMEX Silver in Extreme Backwardation In Fact We Haven't Seen an Event Like This Since 1980. This Connects to Highly Anomalous Lease Rates in the LBMA #silver #comex @KingKong9888"  
[X Link](https://x.com/amital13/status/1976530839451455636) [@amital13](/creator/x/amital13) 2025-10-10T06:10Z 6161 followers, 4808 engagements


"Wells Fargo Just Became the Quiet Liquidity Engine of the System😳💵 Earnings season is here and it gives us a rare peek into the balance sheets of the big banks. What caught my eye: look at the asset side of $WFC in Q3: *Fed Funds + Repo +47% *Trading Assets +23% In fact the increase in these two items ( $85B) accounts for virtually all of the banks balance sheet growth this quarter. #DXY #LIQUIDITY"  
[X Link](https://x.com/amital13/status/1978077694525845619) [@amital13](/creator/x/amital13) 2025-10-14T12:37Z 6161 followers, 34.5K engagements


"💥Liquidation💥 Everyone is focusing on the banking reserves in the Feds latest report But whats actually happening in the custody account is far more interesting: A $XX billion decline in Treasury holdings continues the trend of recent months - reaching the lowest level since 2012. #Liquidity #Recession $kre"  
[X Link](https://x.com/amital13/status/1979065867926155438) [@amital13](/creator/x/amital13) 2025-10-17T06:04Z 6161 followers, 7543 engagements