[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.] #  @BenBrey Capital Misallocation Capital Misallocation posts on X about volatility, money, stocks, $spy the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::262650302/interactions)  - X Week XXXXXX +1,330% - X Month XXXXXX +408% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::262650302/posts_active)  ### Followers: XXXXX [#](/creator/twitter::262650302/followers)  - X Week XXXXX +0.94% - X Month XXXXX +1.60% - X Months XXXXX +9.40% - X Year XXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::262650302/influencer_rank)  ### Social Influence [#](/creator/twitter::262650302/influence) --- **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) **Social topic influence** [volatility](/topic/volatility), [money](/topic/money), [stocks](/topic/stocks), [$spy](/topic/$spy), [$aapl](/topic/$aapl), [tariffs](/topic/tariffs), [candy](/topic/candy), [bloomberg](/topic/bloomberg), [whatsapp](/topic/whatsapp), [singapore](/topic/singapore) **Top assets mentioned** [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/bitcoin) [Open Custody Protocol (OPEN)](/topic/$open) [GameStop, Corp. (GME)](/topic/$gme) ### Top Social Posts [#](/creator/twitter::262650302/posts) --- Top posts by engagements in the last XX hours "Just did a quick contribution analysis on the S&P XXX. YTD the index is up $XXX trillion with just XX stocks comprising XXX% of the gain. The biggest drags - AAPL (-20%) TSLA (-9%) and UNH (-6%) combined cut off 35%. It's truly amazing how top heavy this market is these days especially in actual dollar contribution"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1947018205463032212) 2025-07-20 19:38:08 UTC 8808 followers, 4324 engagements "Anecdotally I heard from a friend whose kid just graduated from a top university with a CS degree and a XXXX GPA and has no job. Also said that university CS program has XXX grads with no jobs. So anecdotally I am hearing the same thing as this article asserts"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946228242253275148) 2025-07-18 15:19:06 UTC 8774 followers, 2002 engagements "To be fair that is because most of occurred in less than a week. The people nervous from the AI Capex peak scare and tariff impact scare didnt sell assets but rather bought volatility in size. Then it hit a level that forced a deleveraging but that wasnt a real downturn. That was an amuse bouche similar to how Volmaggeddon preceded Q418 or Bear Stearns preceded Fall XX. The tax that is tariffs combined with student loans / FHA collections represents a 2-3% hit to GDP and 10-20% hit to corporate profits. Then that triggers layoffs to protect the stock price that leads to lower spending and"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946406328139747513) 2025-07-19 03:06:45 UTC 8793 followers, XX engagements "lol you mean my buddy in Singapore that I chat with on WhatsApp or Bloomberg almost daily and has been a guest on my podcast 2x Rock Candy Mountain @ConvexityDredge That the one you are talking about Yeah hes more experienced and smarter than me but I like my thesis that before the final leg of the hunger games ensues we get a 1973/1974 type moment first"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946400213310059000) 2025-07-19 02:42:27 UTC 8799 followers, XXX engagements "What is the composition of M2 Whats going on with M3 What does the impact of cross asset volatility have on levels of balance sheet expansion What is the major driver of M2 expansion lately namely how does NBFI getting credit multiply out to the economy Whats the impact of the OCC shenanigans and resulting impact of XX% of volumes being options that expire in less than a week Or you just a number goes up guy"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946481608921428433) 2025-07-19 08:05:54 UTC 8798 followers, XX engagements "ASML with a weak guide has the stock down X% in European trading. Not a great sign for the overall complex and thus the broader market"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1945420962263924912) 2025-07-16 09:51:16 UTC 8795 followers, 1011 engagements "@TetonMike @yieldsearcher $500bn/yr issuance is .4 years of mortgage average life. If mortgage average life drops by a year its $XXX trillion of incremental demand and that will overwhelm the issuance and lack of off the run paper"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1947067537130160553) 2025-07-20 22:54:10 UTC 8805 followers, XX engagements "Worst take of 2025. The degree of incompetence in this take is truly bends the minds capacity to function. Its almost as if this guy wants to not accept the fact that an early owner of the network real estate just cashed their $60k investment in for $9.6bn Then lets look at the distribution of network real estate. Idk if you ever were taught about Pareto distributions or power laws but I can affirm and you dont need to trust me ask Perpelxity or some other dumb ML Gaussian model that the BTc ownership structure follows it. So for you to claim its fair without basic knowledge of the ownership"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946506856391995615) 2025-07-19 09:46:13 UTC 8808 followers, 2233 engagements "@sidprabhu XXX% agree that was why I said something creative. Anyway I just think it sets up for a squeeze is all I am trying to say"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946409718525616185) 2025-07-19 03:20:14 UTC 8808 followers, XXX engagements "Might as well share this now. There is absolutely ZERO off the run 10yr paper coming down the pipeline in the next X years due to the impact of Clinton creating a budget surplus in the late 90s and subsequently Paul ONeill ending the issuance off the 30yr bond in 2002. The non-linear implications of this are probably the most important thing to understand if you are trading duration or fronting like you know whats going to happen to long rates on here or in paid newsletters or to your LPs. #makebondsgreatagain"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946377643722678438) 2025-07-19 01:12:46 UTC 8808 followers, 17.3K engagements ""It's kind of insulting to call OPEN a meme stock." BRUH - its down XX% the biggest loser (who fronts like he's a winner) is the founder the company has burned $3bn since 2019 and its a company that lacks a P/E as well as an EV/EBITDA and has $2.5bn in debt. Buddy selling garbage is a bad idea. If you want to put money in fliers via a fund structure or with your own money that is fine. But please don't be the guy pitching this shit. #whatstage all the grifters are back in full swing"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946454715824284026) 2025-07-19 06:19:02 UTC 8808 followers, 1855 engagements "@sidprabhu The avalanche of demand will that has legit $50bn of off the run and say $800-900 of X & 10yr issuance will. Second order effect of guys getting prepaid on while govt is terming in plus weird 3yr gap of off the run. Its a perfect storm. #buyem"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946399200092053882) 2025-07-19 02:38:26 UTC 8809 followers, XXX engagements "Sorry to interrupt the roasting of the guy whom is having the worst day in America - the Astronomer CEO - to let you know nationwide on-time rental payments continued to fall last month. @BickerinBrattle"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946020327378632752) 2025-07-18 01:32:56 UTC 8772 followers, 5462 engagements "Meh this is akin to saying that the lay comers to a trend with momentum made more Thant he early adopters who sold out when things were reasonable. Sports incomes are completely out of line just like almost every part of the top of funnel. Its not inflation but rather its chasing. Late comers chasing the trend and money flowing in. Its so absurd that you are arguing for inflation bc of two fellow Wisconsin brothers getting paid differently. I am on the other side of you on bonds. Write me X% richer on any TY option for Dec XX expiry and I am in. Brother. Speaking of football - I see your"  [@BenBrey](/creator/x/BenBrey) on [X](/post/tweet/1946511830731370645) 2025-07-19 10:05:59 UTC 8801 followers, XXX 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.]
@BenBrey Capital Misallocation
Capital Misallocation posts on X about volatility, money, stocks, $spy the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +1,330%
- X Month XXXXXX +408%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +0.94%
- X Month XXXXX +1.60%
- X Months XXXXX +9.40%
- X Year XXXXX +19%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance technology brands stocks countries cryptocurrencies automotive brands
Social topic influence volatility, money, stocks, $spy, $aapl, tariffs, candy, bloomberg, whatsapp, singapore
Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Apple, Inc. (AAPL) Bitcoin (BTC) Open Custody Protocol (OPEN) GameStop, Corp. (GME)
Top Social Posts #
Top posts by engagements in the last XX hours
"Just did a quick contribution analysis on the S&P XXX. YTD the index is up $XXX trillion with just XX stocks comprising XXX% of the gain. The biggest drags - AAPL (-20%) TSLA (-9%) and UNH (-6%) combined cut off 35%. It's truly amazing how top heavy this market is these days especially in actual dollar contribution"
@BenBrey on X 2025-07-20 19:38:08 UTC 8808 followers, 4324 engagements
"Anecdotally I heard from a friend whose kid just graduated from a top university with a CS degree and a XXXX GPA and has no job. Also said that university CS program has XXX grads with no jobs. So anecdotally I am hearing the same thing as this article asserts" @BenBrey on X 2025-07-18 15:19:06 UTC 8774 followers, 2002 engagements
"To be fair that is because most of occurred in less than a week. The people nervous from the AI Capex peak scare and tariff impact scare didnt sell assets but rather bought volatility in size. Then it hit a level that forced a deleveraging but that wasnt a real downturn. That was an amuse bouche similar to how Volmaggeddon preceded Q418 or Bear Stearns preceded Fall XX. The tax that is tariffs combined with student loans / FHA collections represents a 2-3% hit to GDP and 10-20% hit to corporate profits. Then that triggers layoffs to protect the stock price that leads to lower spending and" @BenBrey on X 2025-07-19 03:06:45 UTC 8793 followers, XX engagements
"lol you mean my buddy in Singapore that I chat with on WhatsApp or Bloomberg almost daily and has been a guest on my podcast 2x Rock Candy Mountain @ConvexityDredge That the one you are talking about Yeah hes more experienced and smarter than me but I like my thesis that before the final leg of the hunger games ensues we get a 1973/1974 type moment first" @BenBrey on X 2025-07-19 02:42:27 UTC 8799 followers, XXX engagements
"What is the composition of M2 Whats going on with M3 What does the impact of cross asset volatility have on levels of balance sheet expansion What is the major driver of M2 expansion lately namely how does NBFI getting credit multiply out to the economy Whats the impact of the OCC shenanigans and resulting impact of XX% of volumes being options that expire in less than a week Or you just a number goes up guy" @BenBrey on X 2025-07-19 08:05:54 UTC 8798 followers, XX engagements
"ASML with a weak guide has the stock down X% in European trading. Not a great sign for the overall complex and thus the broader market" @BenBrey on X 2025-07-16 09:51:16 UTC 8795 followers, 1011 engagements
"@TetonMike @yieldsearcher $500bn/yr issuance is .4 years of mortgage average life. If mortgage average life drops by a year its $XXX trillion of incremental demand and that will overwhelm the issuance and lack of off the run paper" @BenBrey on X 2025-07-20 22:54:10 UTC 8805 followers, XX engagements
"Worst take of 2025. The degree of incompetence in this take is truly bends the minds capacity to function. Its almost as if this guy wants to not accept the fact that an early owner of the network real estate just cashed their $60k investment in for $9.6bn Then lets look at the distribution of network real estate. Idk if you ever were taught about Pareto distributions or power laws but I can affirm and you dont need to trust me ask Perpelxity or some other dumb ML Gaussian model that the BTc ownership structure follows it. So for you to claim its fair without basic knowledge of the ownership" @BenBrey on X 2025-07-19 09:46:13 UTC 8808 followers, 2233 engagements
"@sidprabhu XXX% agree that was why I said something creative. Anyway I just think it sets up for a squeeze is all I am trying to say" @BenBrey on X 2025-07-19 03:20:14 UTC 8808 followers, XXX engagements
"Might as well share this now. There is absolutely ZERO off the run 10yr paper coming down the pipeline in the next X years due to the impact of Clinton creating a budget surplus in the late 90s and subsequently Paul ONeill ending the issuance off the 30yr bond in 2002. The non-linear implications of this are probably the most important thing to understand if you are trading duration or fronting like you know whats going to happen to long rates on here or in paid newsletters or to your LPs. #makebondsgreatagain" @BenBrey on X 2025-07-19 01:12:46 UTC 8808 followers, 17.3K engagements
""It's kind of insulting to call OPEN a meme stock." BRUH - its down XX% the biggest loser (who fronts like he's a winner) is the founder the company has burned $3bn since 2019 and its a company that lacks a P/E as well as an EV/EBITDA and has $2.5bn in debt. Buddy selling garbage is a bad idea. If you want to put money in fliers via a fund structure or with your own money that is fine. But please don't be the guy pitching this shit. #whatstage all the grifters are back in full swing" @BenBrey on X 2025-07-19 06:19:02 UTC 8808 followers, 1855 engagements
"@sidprabhu The avalanche of demand will that has legit $50bn of off the run and say $800-900 of X & 10yr issuance will. Second order effect of guys getting prepaid on while govt is terming in plus weird 3yr gap of off the run. Its a perfect storm. #buyem" @BenBrey on X 2025-07-19 02:38:26 UTC 8809 followers, XXX engagements
"Sorry to interrupt the roasting of the guy whom is having the worst day in America - the Astronomer CEO - to let you know nationwide on-time rental payments continued to fall last month. @BickerinBrattle" @BenBrey on X 2025-07-18 01:32:56 UTC 8772 followers, 5462 engagements
"Meh this is akin to saying that the lay comers to a trend with momentum made more Thant he early adopters who sold out when things were reasonable. Sports incomes are completely out of line just like almost every part of the top of funnel. Its not inflation but rather its chasing. Late comers chasing the trend and money flowing in. Its so absurd that you are arguing for inflation bc of two fellow Wisconsin brothers getting paid differently. I am on the other side of you on bonds. Write me X% richer on any TY option for Dec XX expiry and I am in. Brother. Speaking of football - I see your" @BenBrey on X 2025-07-19 10:05:59 UTC 8801 followers, XXX engagements