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[@FiatElpis](/creator/twitter/FiatElpis)
"Views : Into Powell change USD will probs get utterly destroyed Gold to who knows what level. Equities: not sure positioning is extended and small craps are called that for a reason. Long China: Real stocks with decent valuations and real growth prospects. Long Japan on dips the relative winner from the trade wars Bonds: Megasteepner maybe the kind that destroys stocks (bull 2yr Bear 10yr)"  
[X Link](https://x.com/FiatElpis/status/1968847060796371303) [@FiatElpis](/creator/x/FiatElpis) 2025-09-19T01:18Z 6693 followers, XXX engagements


"Sanae: Will immediately issue order to compile stimulus package once chose to be next PM My hope is to form an alliance with other parties to form a stable government Will need to pass legislation to cut gasoline tax compile supplementary budget as otherwise the cost of living will hurt consumption and worsen the economy"  
[X Link](https://x.com/FiatElpis/status/1976261147771757027) [@FiatElpis](/creator/x/FiatElpis) 2025-10-09T12:19Z 6693 followers, XXX engagements


"@ginnydmm I agree in the end Hamas played so much into your hands that I would consider them to be traitors to the cause though justified their cause and anger may be. Evil won and PR can always be revamped later. you've been doing that successfully for 3000 years"  
[X Link](https://x.com/FiatElpis/status/1978509516233670792) [@FiatElpis](/creator/x/FiatElpis) 2025-10-15T17:13Z 6694 followers, XXX engagements


"FT: $1tn surge in private AI valuationsclear bubble dynamics XX AI names (OpenAI Anthropic xAI etc.) gained $1tn in XX months; US VC $161bn YTD in AI (2/3 of VC spend) on pace $200bn in 2025. XXX ARR tags showing up for $5m ARR startups (above 2021 ZIRP norms). OpenAI ARR $13bn; public-market exposure deepens via chip/infra deals; risk if payment capacity questioned. Quotes Of course theres a bubble bubbles are good. Hemant Taneja $1tn might be wasted but yields XX in value. Marc Benioff If we have AGI this will all be worth it; if we dont it wont. Sebastian Mallaby"  
[X Link](https://x.com/FiatElpis/status/1978767178401710363) [@FiatElpis](/creator/x/FiatElpis) 2025-10-16T10:17Z 6695 followers, XXX engagements


"I dont see a real $KRE problem. But equities still look like sell-the-rip. Why Flows CTAs skewed to sell Buybacks redirected to capex/other Retail looks tired (see BTC churn) Whos the BTD on a Friday Overhangs $KRE cockroach fears (likely overstated still a drag) AI hype loop & questionable OAI economics Govt shutdown odds extending (40d per Kalshi) USChina trade flare-ups: auto/rare earths Nexperia MU to China DCs Waller more hawkish than markets hoped Feels like we need a X% flush to clear pipes. Tactical view Also eyeing a short $GLD: parabolic stretchedvulnerable to a quick -X% to -10%"  
[X Link](https://x.com/FiatElpis/status/1979119038514049470) [@FiatElpis](/creator/x/FiatElpis) 2025-10-17T09:35Z 6696 followers, XXX engagements


"🟢 USChina / Trade China softens messaging on rare-earth curbs: not a ban civil-use approvals. Tariff reality check: effective rate XX% and more carve-outs coming. BessentHe Lifeng to meet in Malaysia; Trump calls XXX% China tariff not sustainable. UK ready to pay more for drugs to buy tariff relief for pharma exports"  
[X Link](https://x.com/FiatElpis/status/1980015973357818048) [@FiatElpis](/creator/x/FiatElpis) 2025-10-19T20:59Z 6695 followers, XXX engagements


"🟥 EUR : France to A+: S&P lifts debt path to 121%/GDP by 2028; consolidation doubts persist"  
[X Link](https://x.com/FiatElpis/status/1980016668681113746) [@FiatElpis](/creator/x/FiatElpis) 2025-10-19T21:02Z 6695 followers, XX engagements


"@mkatzlars @masayoshisson @aleabitoreddit @theinformation @SEC @SECPaulSAtkins if aggregate demand is so shit that this happens then the neoclouds are insolvent they will just default. once that happens they can take back the GPUs fine. but will they be worth shit WHEN this happens"  
[X Link](https://x.com/FiatElpis/status/1980027751169142993) [@FiatElpis](/creator/x/FiatElpis) 2025-10-19T21:46Z 6696 followers, XX engagements


"@northherofx not thesis-breaking. Efficiency on inference shifts mix (more tokens per GPU) but NVDA also benefits from software lock-in and new SKUs (H200/B200/Blackwell); the bigger swing factor remains aggregate AI demand rather than a single pooling technique"  
[X Link](https://x.com/FiatElpis/status/1980075167595319561) [@FiatElpis](/creator/x/FiatElpis) 2025-10-20T00:54Z 6695 followers, XX engagements


"@MartinShkreli I don't know the whole premise of applying "thinking" to the US equity market might be wrong at this level/nature of retail involvement. check the success of Tom lee and the the colorful wedbush dude"  
[X Link](https://x.com/FiatElpis/status/1977899521381187620) [@FiatElpis](/creator/x/FiatElpis) 2025-10-14T00:49Z 6688 followers, 4473 engagements


"Base case: Senate Dems pivot after Nov X take the political win (pin ACA premium hikes on GOP) accept a clean CR shutdown ends. Tactically that leans bearish XAU if CR clears: USD real yields safe-haven bid fades. Why Nov X Its ACA open-enrollment kickoff; after that Dems can argue its operationally too late to extend subsidies now then move to reopen while making Republicans own the hikes. (Punchbowls Nov X off-ramp; CMS confirms enrollment starts Nov 1.)"  
[X Link](https://x.com/FiatElpis/status/1980298985794363749) [@FiatElpis](/creator/x/FiatElpis) 2025-10-20T15:44Z 6688 followers, XXX engagements


"@FT way to blow 500m"  
[X Link](https://x.com/FiatElpis/status/1980405512840835204) [@FiatElpis](/creator/x/FiatElpis) 2025-10-20T22:47Z 6688 followers, XXX engagements