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[@fejau_inc](/creator/twitter/fejau_inc)
"Every country is pivoting to running it hot. Were gonna run as wide of deficits as possible to try and outgrow the debt. Central banks are giving up on inflation and fiscal dominance is arriving. Nominal assets will do well debasement hedges will do even better. The world of 2010-2020 is no longer. Reset your priors. Lets fucken go"  
[X Link](https://x.com/fejau_inc/status/1974989131953655970) [@fejau_inc](/creator/x/fejau_inc) 2025-10-06T00:04Z 78.1K followers, 317.8K engagements


"Highlight of the conference for me was sitting down with @crossbordercap a truly great thinker. He has the best framework for why Gold is running so much: China is re collateralizing their financial system with gold in reaction to US stablecoin dominance"  
[X Link](https://x.com/fejau_inc/status/1978741558007496883) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T08:35Z 78.1K followers, 41.4K engagements


"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp @Keemi3sReturns guy gets upset made up story about coin shills shills his own memecoin as rebuttal Have a good day internet stranger"  
[X Link](https://x.com/fejau_inc/status/1979181662446444870) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T13:44Z 78.1K followers, XXX engagements


"@NICKYN00DL3S Yes its designed to stop that Yes it can spike for a couple days at a time but the Fed doesnt need to do anything but let it work What they did in 2019 to intervene was just do a temporary SRF Now that its permanent theres no need"  
[X Link](https://x.com/fejau_inc/status/1979938011484766543) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T15:49Z 78.1K followers, XXX engagements


"@BlacklionCTA @DerivativesDon One is short duration the other is long duration Quite clear cut imo"  
[X Link](https://x.com/fejau_inc/status/1979946472532746332) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T16:23Z 78.1K followers, XXX engagements


"How do you think our newly unemployed option selling redditor is doing today"  
[X Link](https://x.com/fejau_inc/status/1976754015414423760) [@fejau_inc](/creator/x/fejau_inc) 2025-10-10T20:57Z 78.1K followers, 375.1K engagements


"My body is a machine that turns hyperbolic macro doomsday theories Into Yeah idk I think things are mostly ok and not that bad just like they were last week It aint much but its honest work"  
[X Link](https://x.com/fejau_inc/status/1980278678211924273) [@fejau_inc](/creator/x/fejau_inc) 2025-10-20T14:23Z 78.1K followers, 29K engagements


"The reason I still love gold paired with bitcoin comes down to understanding the amount of risk you take on for the return. Over the last X years Bitcoin has not outperformed Gold and is where it's at relatively in 2021. In the meantime Gold has had a XX% historical volatility whereas Bitcoin at 55%. So with gold you could have had a similar return with a fraction of the volatlity. Now if you're a swing trader (i am) and think you can time bitcoin the higher vol allows you good upside if you can time things. But with the higher vol you also would likely lower your size vs a gold long The two"  
[X Link](https://x.com/fejau_inc/status/1962907088440754176) [@fejau_inc](/creator/x/fejau_inc) 2025-09-02T15:54Z 78K followers, 90K engagements


"how do i get into Trump's paid group pls help"  
[X Link](https://x.com/fejau_inc/status/1975302732388184189) [@fejau_inc](/creator/x/fejau_inc) 2025-10-06T20:50Z 78.1K followers, 785.4K engagements


"@mumsaidgetajob i would say that's also a symptom of regulatory overhang. no retail investor was allowed to participate in capital raising tehrefore the only capital raising came from private stage VC that then gets dumped on open market. there was no room to iterate on token launch"  
[X Link](https://x.com/fejau_inc/status/1975663181776494807) [@fejau_inc](/creator/x/fejau_inc) 2025-10-07T20:43Z 78K followers, XXX engagements


"guy who skipped the BSC china meme coin carnage because he was too lazy to bridge over"  
[X Link](https://x.com/fejau_inc/status/1976678267215327367) [@fejau_inc](/creator/x/fejau_inc) 2025-10-10T15:56Z 78K followers, 17.2K engagements


"@lord_fed Most exchanges offer 100x A few years ago some places had 1000x"  
[X Link](https://x.com/fejau_inc/status/1977027342636925367) [@fejau_inc](/creator/x/fejau_inc) 2025-10-11T15:03Z 78K followers, 2091 engagements


"@lBattleRhino There only doing $5b a month its already basically nothing But the sentiment of it is good"  
[X Link](https://x.com/fejau_inc/status/1978202128519680268) [@fejau_inc](/creator/x/fejau_inc) 2025-10-14T20:51Z 78K followers, 4276 engagements


"@brianrolph3 What did he say"  
[X Link](https://x.com/fejau_inc/status/1978838701116453057) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T15:01Z 78K followers, XXX engagements


"@brianrolph3 He fully said it what are you talking about lol"  
[X Link](https://x.com/fejau_inc/status/1978840085895254053) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T15:06Z 77.9K followers, XXX engagements


"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp No. Zero payment whatsoever or communication or anything. Stop making up bs"  
[X Link](https://x.com/fejau_inc/status/1979171505004003752) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T13:03Z 78K followers, 1109 engagements


"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp And I dont own it either so not pumping bags either. Its just a funny meme. Careful saying defamatory things like that with zero basis for then"  
[X Link](https://x.com/fejau_inc/status/1979171910446432447) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T13:05Z 78K followers, 1130 engagements


"@plur_daddy @Nedalltheway Exactly same"  
[X Link](https://x.com/fejau_inc/status/1979193591357456679) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T14:31Z 78K followers, 1561 engagements


"@doggo5578 My short term bags all Got stopped out at 120k last week for a small loss. Still have yet to re enter. Long term bags are doing long term things"  
[X Link](https://x.com/fejau_inc/status/1979366824207880516) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T02:00Z 78K followers, 7716 engagements


"@notthreadguy They need to Make sexy Pnl cards in interactive brokers l"  
[X Link](https://x.com/fejau_inc/status/1979541050319671327) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T13:32Z 78.1K followers, 1103 engagements


"@toplonging Im just waiting out for the market structure bill. Hopefully it addresses a lot of these things"  
[X Link](https://x.com/fejau_inc/status/1979633646517846326) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T19:40Z 78K followers, 1447 engagements


"Landed in London for @blockworksDAS Bosch"  
[X Link](https://x.com/fejau_inc/status/1976559519141679247) [@fejau_inc](/creator/x/fejau_inc) 2025-10-10T08:04Z 78.1K followers, 27.7K engagements


"QT could be done by this October FOMC meeting at this rate"  
[X Link](https://x.com/fejau_inc/status/1978812233774698673) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T13:16Z 78.1K followers, 103.3K engagements


"@conksresearch All roads lead back to shitposting"  
[X Link](https://x.com/fejau_inc/status/1979922604543647913) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T14:48Z 78.1K followers, 1559 engagements


"@BlacklionCTA I guess with the right fed chair anything is possible 😂"  
[X Link](https://x.com/fejau_inc/status/1979936801868456005) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T15:44Z 78.1K followers, 5066 engagements


"Theres no 2019 repo playbook because SRF exists now whereas it didnt back then. The infrastructure exits already if its needed. Why do people assume that a lack of QT implies incoming QE Im genuinely confused where this idea came from. You can just be neutral QE has never been done with rates above X. Rates go to zero first then if thats not enough QE begins. I dont want to be long in a world where thats the case as it means were in a truly terrible recession"  
[X Link](https://x.com/fejau_inc/status/1979919577007235395) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T14:36Z 78.1K followers, 120.9K engagements


"@Cryptoinsightuk @Blockworks_ Were also a news organization. We report on news lol (I dont others do) thats the difference between editorial and op-eds lol"  
[X Link](https://x.com/fejau_inc/status/1980363223573647692) [@fejau_inc](/creator/x/fejau_inc) 2025-10-20T19:59Z 78.1K followers, XXX engagements


"Reddit is quitting their job after making $92k. Were certainly not early"  
[X Link](https://x.com/fejau_inc/status/1974623302321914324) [@fejau_inc](/creator/x/fejau_inc) 2025-10-04T23:50Z 78.1K followers, 952.4K engagements


"Were not going into hyperinflation Were also not going into deflation Were going into a secret third thing (stagnation from crowding out effects of too much government spending leading to above target inflation)"  
[X Link](https://x.com/fejau_inc/status/1976556996724764848) [@fejau_inc](/creator/x/fejau_inc) 2025-10-10T07:54Z 78.1K followers, 110K engagements


"Why is CT rage shorting gold Find god"  
[X Link](https://x.com/fejau_inc/status/1979005951660175698) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T02:06Z 78.1K followers, 45K engagements


"This is gonna upset some people"  
[X Link](https://x.com/fejau_inc/status/1979194045810585939) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T14:33Z 78.1K followers, 49.2K engagements


"Yep. My read on current weakness is any firm that is spot long and perp short and got ADLd now needs to unwind their long positions to get their book at balance. If a firm got carried out and now is going to be winding down that could be significant sell pressure as it winds down. Not systemic but a steady marginal seller at the same time that DAT demand evaporates. Time will heal this and as I keep saying I believe 2026 will be constructive but we need time to regain equilibrium. Be well"  
[X Link](https://x.com/fejau_inc/status/1979366075717554623) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T01:57Z 78.1K followers, 259.1K engagements


"CT has been so severely taken advantage of by disingenuous grifters for so many years that basic corporate governance sends everyone into fight or flight lol The closer we can get tokens to have basic equity rights the better the industry can evolve"  
[X Link](https://x.com/fejau_inc/status/1979628493941219569) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T19:19Z 78.1K followers, 64.8K engagements


"Two things can be true: 1) reserve levels are slowly hitting scarce levels and the Fed should move out of QT pretty soon here 2) a 2019 repo spike is unlikely QE is not starting tomorrow the Fed has much better control over the funding market than it did in 2019 Thank you"  
[X Link](https://x.com/fejau_inc/status/1979923492800704763) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T14:52Z 78.1K followers, 23.8K engagements


"@LukeGromen @infraa_ @DerivativesDon Yeah for sure. End of the day to me what matters is rails for the Fed to absorb duration because no one else wants it I.e if purchases of bills by the fed allows treasury to issue more short duration and less long duration thats relevant to me"  
[X Link](https://x.com/fejau_inc/status/1979946834367066128) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T16:24Z 78.1K followers, 1097 engagements


"@LynAldenContact @BlacklionCTA Thats short duration reserves growing in line with GDP I guess it depends on your definition of QE My definition is the Fed purchasing long duration bonds (2yr+) in exchange for cbank reserves What you refer to has nothing to do with that and is duration neutral"  
[X Link](https://x.com/fejau_inc/status/1979947857726869936) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T16:28Z 78.1K followers, 4506 engagements


"Yep and the issue with current analysis is on execution that not QE after the 2019 repo spike is the same mechanism as the current standing repo facility So the Fed doesnt need to do any intervening because the SRF is seeing uptake. The SRF uptake is the intervention. So to say that the Fed needs to intervene because of SRF uptake like James mentioned in his newsletter isnt consistent imo"  
[X Link](https://x.com/fejau_inc/status/1979950353618788460) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T16:38Z 78.1K followers, 7576 engagements


"@lBattleRhino @cobie @Brentsketit Man we used to really have hope and dreamed"  
[X Link](https://x.com/fejau_inc/status/1980433488655577187) [@fejau_inc](/creator/x/fejau_inc) 2025-10-21T00:38Z 78.1K followers, 1630 engagements