#  @FroehlichThors1 Thorsten Froehlich Thorsten Froehlich posts on X about $btc, crypto, gold, silver the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1527628271759806464/interactions)  - [--] Week [-------] -27% - [--] Month [-------] +52% - [--] Months [---------] +1,414% ### Mentions: [--] [#](/creator/twitter::1527628271759806464/posts_active)  - [--] Week [---] -32% - [--] Month [---] +112% - [--] Months [-----] +1,039% ### Followers: [-----] [#](/creator/twitter::1527628271759806464/followers)  - [--] Week [-----] +3.90% - [--] Month [-----] +32% - [--] Months [-----] +572% ### CreatorRank: [-------] [#](/creator/twitter::1527628271759806464/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 52.03% [cryptocurrencies](/list/cryptocurrencies) #5471 [stocks](/list/stocks) 24.8% [countries](/list/countries) 10.57% [technology brands](/list/technology-brands) 6.5% [currencies](/list/currencies) 6.1% [financial services](/list/financial-services) #871 [exchanges](/list/exchanges) #3655 [social networks](/list/social-networks) 2.85% [travel destinations](/list/travel-destinations) 1.22% **Social topic influence** [$btc](/topic/$btc) #955, [crypto](/topic/crypto) #6719, [gold](/topic/gold) 10.16%, [silver](/topic/silver) 8.13%, [$wif](/topic/$wif) #7, [in the](/topic/in-the) 6.5%, [inflation](/topic/inflation) #2899, [money](/topic/money) 6.1%, [$eth](/topic/$eth) #546, [bitcoin](/topic/bitcoin) #5056 **Top accounts mentioned or mentioned by** [@henrikzeberg](/creator/undefined) [@davehcontrarian](/creator/undefined) [@naderalterego](/creator/undefined) [@wifforlife](/creator/undefined) [@pwebborn](/creator/undefined) [@kakashiii111](/creator/undefined) [@warnotmeddling](/creator/undefined) [@mrderivatives](/creator/undefined) [@truflation](/creator/undefined) [@ocinek](/creator/undefined) [@ollilainto](/creator/undefined) [@marioelia9](/creator/undefined) [@kiraftw92](/creator/undefined) [@seeking_alpaca](/creator/undefined) [@dimartinobooth](/creator/undefined) [@thebigcyclegame](/creator/undefined) [@fundstrat](/creator/undefined) [@greatmartis](/creator/undefined) [@liathetrader](/creator/undefined) [@michaeljburry](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [dogwifhat (WIF)](/topic/$wif) [Ethereum (ETH)](/topic/$eth) [BlueMove (MOVE)](/topic/$move) [Nasdaq666 (NDQ)](/topic/$ndq) [iShares BTC Trust (IBIT)](/topic/$ibit) [BlackRock Inc (BLK)](/topic/blackrock) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [SPX6900 (SPX)](/topic/$spx) [Upexi Inc. (UPXI)](/topic/$upxi) [BlackCoin (BLK)](/topic/$blk) [SBET (SBET)](/topic/$sbet) [Strategy (MSTR)](/topic/$mstr) [Solana (SOL)](/topic/$sol) [Vixco (VIX)](/topic/$vix) [Bonk (BONK)](/topic/$bonk) [Pepe (PEPE)](/topic/$pepe) [Mario Coin (COIN)](/topic/$coin) [Energizer Holdings, Inc (ENR)](/topic/$enr) [Dogecoin (DOGE)](/topic/$doge) [PLATINUM (PLATINUM)](/topic/$platinum) ### Top Social Posts Top posts by engagements in the last [--] hours "$COIN $Altseason - If the market wakes up $COIN will thrive. It has underperformed $TOTAL over the last [--] month. We should expect a significant bounce unless #crypto falters. 3M versus 1M:" [X Link](https://x.com/FroehlichThors1/status/1991142634790744517) 2025-11-19T13:52Z [----] followers, [---] engagements "$RUT (#Russell 2000) versus $NDQ (#Nasdaq) Since the recent pull-back investors seem to be rotating from tech into small caps" [X Link](https://x.com/FroehlichThors1/status/1993333839805268468) 2025-11-25T14:59Z [----] followers, 14K engagements "#Germanys consumers called in sick - and their stocks caught the flu. While the DAX is up a healthy 21% YTD its consumer champions are busy doing the opposite shedding [--] - 30% like its a competitive sport. Meet the bottom three performers: $BEI Beiersdorf (consumer staples apparently optional) - Note: GLOBAL BRAND $ZAL Zalando (online shopping offline returns) $ADS Adidas (sportswear now practicing endurance loss) - Note: GLOBAL BRAND Zoom out and the long-term picture offers little comfort. Over [--] years the DAX is up 79% - but these names clearly missed the memo: Zalando: down 72% (fast" [X Link](https://x.com/FroehlichThors1/status/2005234542517334283) 2025-12-28T11:09Z [----] followers, [---] engagements "The narrative is / was $Silver - and it sucked up $Palladium and $Platinum with it. People who had bought on [--] Dec [----] would be down considerably. As dangerous a falling knife can be the other direction can be as toxic" [X Link](https://x.com/FroehlichThors1/status/2006282463824224348) 2025-12-31T08:33Z [----] followers, [----] engagements "$UPXI - same same but different Again ignoring any dilutive events Upexi seems to carry significant upside provided $SOL will enhance in line with the rest of the market. UPXI is currently trading at $1.91 and mNAV sits at a depressing 0.8x. Assumuning we can reach 2x mNAV. SOL at $300 $11 SOL at $400 $14 SOL at $500 $18 To be trading $30 SOL must reach at least $700/$750 and mNAV has to break through 2.25x Current short interest sits at [----] days to cover which could provide some tailwind in the short to medium term. https://twitter.com/i/web/status/2007863381827686472" [X Link](https://x.com/FroehlichThors1/status/2007863381827686472) 2026-01-04T17:15Z [----] followers, 24K engagements "$UPXI - reliable management sticking to their anouncements. This probably had its effect on the share price movement. "Upexi updated its Solana holdings which now stand at [-------] SOL as of January [--] [----]. This represents a 3.2% increase from the [-------] SOL as of October [--] [----]. Lastly Upexi disclosed that it repurchased [------] shares at an average price of $1.92 while CEO Allan Marshall purchased [------] shares in December." https://ir.upexi.com/news-events/press-releases/detail/147/upexi-moves-to-high-return-treasury-strategy" [X Link](https://x.com/FroehlichThors1/status/2008914325415612807) 2026-01-07T14:51Z [----] followers, [---] engagements "DOGS - #MemeCoinSeason I wrote about $MOMO a few times - the community just won't let this thing die. Their goal is to take out $SHIBA. Below chart also includes $WIF. Market caps: WIF - $385M SHIBA - $5.1B MOMO - $5.5M A lot of dogs in one 3M chart. https://twitter.com/i/web/status/2010332318091645214 https://twitter.com/i/web/status/2010332318091645214" [X Link](https://x.com/FroehlichThors1/status/2010332318091645214) 2026-01-11T12:45Z [----] followers, [----] engagements "$UPXI - issuing convertible debt. They are now entering the game of leverage. Good for shareholders at the short end (less dilution) but b/s has just gone up. The stock may become more volatile in the medium to longterm (comparison: MSTR)" [X Link](https://x.com/FroehlichThors1/status/2011070466119573681) 2026-01-13T13:38Z [----] followers, [----] engagements "SIEMENS ENERGY $ENR One of the most hyped stocks in Germany Narrative: Energy transition Issues: Margin pressure (supply chain inflation) Execution risk (geopolitics) Dilution 8x return in [--] years PE ratio = 80x (energy infrastructure AVG: 15-25x) Siemens Energy AG engages in the provision of energy technology solutions. It operates through the following segments: Gas Services Grid Technologies Transformation of Industry and Siemens Gamesa (Wind). https://twitter.com/i/web/status/2012982384921022733 https://twitter.com/i/web/status/2012982384921022733" [X Link](https://x.com/FroehlichThors1/status/2012982384921022733) 2026-01-18T20:16Z [----] followers, [----] engagements "rsted - $ORSTED Once celebrated as the Danish renewable energy power house is now waiting for its comeback - the current US administration did not help. rsteds stock fell due to U.S. offshore wind setbacks political/regulatory risk project delays and cost overruns and higher financing costs. A large dilutive rights issue and earnings downgrades further hit confidence. A recovery could be driven by regulatory clarity in the U.S. successful project restarts cost discipline asset sell-downs to reduce leverage and stabilising interest rates restoring offshore wind economics. SIEMENS ENERGY $ENR" [X Link](https://x.com/FroehlichThors1/status/2012985557802975405) 2026-01-18T20:28Z [----] followers, [---] engagements "EQUITIES - RISK ON (FOR NOW) High-yield (junk) #bond spreads being very low is generally a positive signal for #equities. It tells you financial conditions are easy default risk is perceived as low and investors are comfortable taking risk. Historically major equity sell-offs are usually preceded by widening credit spreads not tight ones. That said very tight spreads are also a late-cycle signal: they reflect confidence and complacency after good times not foresight. They dont warn you when trouble starts - only that markets are vulnerable if conditions change. In other words: low spreads" [X Link](https://x.com/FroehlichThors1/status/2013237961697960154) 2026-01-19T13:11Z [----] followers, [---] engagements "$BLK BlackRock A veritable titan of Wall Street and arguably one of its greatest success stories. With $14 trillion under management roughly $5 trillion of that stems from iShares equity #ETFs - a growth story turbocharged by the era of unprecedented QE. #equity ETFs alone account for over 20% of BlackRocks revenues and thats before we even touch the fees from actively managed equity funds. In short: they are deeply entrenched in the ETF ecosystem. Which brings us to a crucial point for the next market correction: BlackRock is not just riding the waves - they are the waves. In a sell-off" [X Link](https://x.com/FroehlichThors1/status/2013988615664058733) 2026-01-21T14:54Z [----] followers, [---] engagements "Government debt to GDP- where to hide #USA #Japan #Germany #China In an economic downturnmarked by disinflation or even the risk of deflationU.S. and German government bonds stand out as premier safe havens. The United States benefits from a uniquely dynamic and resilient economy: flexible labor markets deep capital pools and strong institutional capacity allow it to diagnose problems quickly and respond decisively. Historically it recovers faster than most advanced economies reinforcing confidence in the safety and liquidity of its sovereign debt. Germany by contrast has paid a price for" [X Link](https://x.com/FroehlichThors1/status/2014612847985103170) 2026-01-23T08:15Z [----] followers, [---] engagements "$ETH I encourage everyone to watch Larry Finks recent remarks at Davos. As the worlds largest asset manager @BlackRock is clearly positioning #Ethereum as the leading blockchain for tokenizing financial assets. Like it or not Wall Street - and the broader financial system - is moving on-chain. $BMNR $SBET .et al $BMNR BitMine Immersion is an interesting way to play Ethereum. $BMNR BitMine Immersion is an interesting way to play Ethereum" [X Link](https://x.com/FroehlichThors1/status/2015497101493305544) 2026-01-25T18:48Z [----] followers, 44.7K engagements "✈US Airlines - Southwest $LUV Another (potential) dog of a company. What bothers me (1) Trading at 64x fwd earnings (2) Pre Covid: EPS: $4.27 (3) Full year 2024: $0.75 (AKA never recovered) (4) Using valuable cash ($2.5B) for a share buyback program into a weakening economy - cash is what burns the fastest at airlines. (5) Given DJT's "love" for LatAm I suspect their LatAm business will come under severe distress (if not already) Southwest Airlines Ends Open Seating Moves To Reservation-Based System https://t.co/Rm0jEkdIvo Southwest Airlines Ends Open Seating Moves To Reservation-Based System" [X Link](https://x.com/FroehlichThors1/status/2016177381178753497) 2026-01-27T15:52Z [----] followers, [---] engagements "⚠Deutsche Brse (2007/08 vs. today) Germanys listed stock exchange Deutsche Brse (DB1) seems to be sending a clear signal: the music may soon stop for the DAXand perhaps the broader equity market. Investors are beginning to price in an imminent deflation of the assets flowing through DB1s ecosystem. Remaining long the DAX at this point feels less like investing and more like dancing on a razors edge. https://twitter.com/i/web/status/2016406458649268707 https://twitter.com/i/web/status/2016406458649268707" [X Link](https://x.com/FroehlichThors1/status/2016406458649268707) 2026-01-28T07:02Z [----] followers, [---] engagements "$SAP Germanys lone software titan just flashed a caution light: when tech starts to miss it really misses. Once earnings momentum rolls over the corrections wont be gentle. SAP SHARES FALL 11% AS CLOUD BACKLOG GROWTH DISAPPOINTS SAP SHARES FALL 11% AS CLOUD BACKLOG GROWTH DISAPPOINTS" [X Link](https://x.com/FroehlichThors1/status/2016790659118567554) 2026-01-29T08:28Z [----] followers, [----] engagements "#Germany versus #USA Germany GDP = $4.5T Debt = $2.7T Gold reserves = $0.6T Debt covered by gold reserves: 22% USA GDP = $30.6T Debt = $38T Gold reserves = $1.3T Debt covered by gold reserves: 2% Good Morning from Germany where the value of the countrys gold reserves has climbed to 496bn. Germany holds [----] tonnes of gold through the Bundesbank. More than [----] tonnes are stored in New York with the rest held in Frankfurt and London. https://t.co/JUbuG3Tze5 Good Morning from Germany where the value of the countrys gold reserves has climbed to 496bn. Germany holds [----] tonnes of gold through" [X Link](https://x.com/FroehlichThors1/status/2016838901231399365) 2026-01-29T11:40Z [----] followers, [----] engagements "$WIF - I am sort of a mini dolphin holding 0.01% in WIF supply. As mentioned in my tweet yesterday the melange of the Fed's behaviour the potential incoming new chair and the greed which is driving the US administration may cause the parabolic moves when unexpected liquidity will flush the market - and the late cycle rotation may happen right at the end which will catch people by surprise. https://twitter.com/i/web/status/2016899654026232281 https://twitter.com/i/web/status/2016899654026232281" [X Link](https://x.com/FroehlichThors1/status/2016899654026232281) 2026-01-29T15:42Z [----] followers, [---] engagements "In my 25Y in finance I have seldomly seen such a market - $VIX intraday. [----] started bonkers - will continue to be bonkers - and will finish bonkers squared - it is going to dwarf 2007/8 and 1999/00" [X Link](https://x.com/FroehlichThors1/status/2016990314314051852) 2026-01-29T21:42Z [----] followers, [----] engagements "🔄ROTATION - TBC We need to watch next week. ETFs take [--] day to settle and physical metals [--] days. Comex futures T+0 (but the OI little changed) Current #crypto market cap $TOTAL: $2.8T #Gold and #Silver market caps since [--] Jan [----]. - Silver dropped ca. from $7.5T to $6.3T = $1.2T - Gold dropped ca. from $41T to $38T = $3T =$4.2T The real impact won't be seen until early / mid next week. https://twitter.com/i/web/status/2017544968550645780 https://twitter.com/i/web/status/2017544968550645780" [X Link](https://x.com/FroehlichThors1/status/2017544968550645780) 2026-01-31T10:26Z [----] followers, 64.1K engagements "🔁ROTATION [---] - TBC PANIC or lack thereof A dash of common sense goes a long way. What equities - and especially precious metals like #Gold and #Silver - did on Thursday and Friday triggered one thing and one thing only: a collective expectation that the Great Rotation into #crypto was imminent - which did not happen. If $BTC and $ETH were truly due for the sell-off were seeing today it wouldve shown up yesterday. What were watching now looks far less prophetic and far more pedestrian: Retail panic-selling on thin volumes. Revisit my earlier posts. If theres going to be a rotation from" [X Link](https://x.com/FroehlichThors1/status/2017675682663239706) 2026-01-31T19:05Z [----] followers, [----] engagements "As I said I did buy today (WIF and JASMY) - and I am not using terms like "invalidation" that's Paul's job. Crypto is a risk asset and we are still in a bull market - risk assets tend to top out together. Paul helps me in having targets - I do not care when it happens. Read my tweets on the rotation today - I could be wrong but that is what my common sense is telling me. https://twitter.com/i/web/status/2017713149298856188 https://twitter.com/i/web/status/2017713149298856188" [X Link](https://x.com/FroehlichThors1/status/2017713149298856188) 2026-01-31T21:34Z [----] followers, [---] engagements "US TREASURY #BONDS - the forgotten asset class Starting point: There is no #inflation (1) The incoming new Fed chair will charme the committee to death to lower rates fast (2% in 2026) (2) The US treasury is buying back old longer dated issuances on steroids (tweeted about it many times now) (3) There is a big skew in favor of short dated funding (see RMP program launch in Dec [----] by the FED) (4) Irrespective of a potentially incoming (big) global recession the US economy is and will slow further - we do not need real QE for yields to head lower The old rule demand and supply still works:" [X Link](https://x.com/FroehlichThors1/status/2017973767591412176) 2026-02-01T14:50Z [----] followers, [---] engagements "STOP LOOKING INTO THE REAR MIRROR Central banks dont set #inflation; the economy does. What they can do is steer it - nudging it up or down never commanding it outright. The Fed in my view has erred on the side of excessive restraint perhaps because the FOMC shares a very human bias: we feel things are far more expensive even when the data say otherwise. Whats often underestimated is the sheer velocity of the post-COVID price surge - supercharged by broken supply chains and a tidal wave of global QE. Our perceptions havent caught up. Were still anchoring our judgments to the past while the" [X Link](https://x.com/FroehlichThors1/status/2017979331390161366) 2026-02-01T15:12Z [----] followers, 19.8K engagements "US Housing Market I wont be able to opine on the distribution of housing ownership in the United States - @adamtaggart likely has deeper insight on that front. That said if you look further down the thread shared by @DiMartinoBooth the data suggest that housing availability on a per-capita basis is relatively ample. This calls into question the popular narrative of a structural supply shortage which is often advanced by some as justification for heavy-handed interventions. Regulating ownership in my view veers toward a socialist framework and is unlikely to be the right solution. Allowing the" [X Link](https://x.com/FroehlichThors1/status/2018042238916280388) 2026-02-01T19:22Z [----] followers, [---] engagements "MONDAY - WATCH IT The $BTC / $ETH doom and gloom will most likely continue on X Watch for slogans like "Smart money is selling" "Blackrock and Fidelity exiting #Bitcoin". "Tom Lee spotted at JFK airport" " $MSTR files for Chapter 11" and crap like that. What is really happening The #ETF managers will have to sell the underylings as result of late redemptions on Friday. https://twitter.com/i/web/status/2018048278147772893 https://twitter.com/i/web/status/2018048278147772893" [X Link](https://x.com/FroehlichThors1/status/2018048278147772893) 2026-02-01T19:46Z [----] followers, [----] engagements "#Gold (and lately joined by #silver) is mainly driven by fear - and fear is not a sustainable investment strategy its an emotional condition" [X Link](https://x.com/FroehlichThors1/status/2018089590746218794) 2026-02-01T22:30Z [----] followers, [---] engagements "Good Morning - [----] is like a good series on Netflix. You cannot wait to watch the next episode. So now that we know that neither #gold nor #silver is going to replace the $USD until further notice and the stock markets in Asia did surprisingly not crash 10% we may want to draw our attention to an asset class which is desperately sitting in the naughty corner - #crypto maybe And BTW - you may have noticed that $NATGAS is also down 16% and #Oil 6%. This does not mean we have started deflation - this reflects that the market finally realised that we will not get another ice age and USA did not" [X Link](https://x.com/FroehlichThors1/status/2018214832021852457) 2026-02-02T06:48Z [----] followers, [----] engagements "$BMNR / $ETH / $SBET et al You can practically watch Tom Lee age six years in the last six months. The real difference between #Ethereum and #Bitcoin isnt ideology - its adoption. Wall Street has embraced Ethereum. #Ethereum is infrastructure. #Bitcoin for now is digital code with a price we collectively agree on - closer to a meme with a market cap than a mature currency. That may change the day your $BTC balance shows up next to your checking account and its treated as a true stand-alone medium of exchange. But as long as BTC trades like a toxic financial product that moment feels distant." [X Link](https://x.com/FroehlichThors1/status/2018266820893884857) 2026-02-02T10:14Z [----] followers, [----] engagements "PROBABLY ONE OF THE WORST ACCOUNTS ON X Fake news delivered from @RippleXrpie 440k followers" [X Link](https://x.com/FroehlichThors1/status/2018728830379196662) 2026-02-03T16:50Z [----] followers, [---] engagements "2026 The fear in #crypto is telling. The greed in #silver and #gold is telling. The hunger for sector rotation in #equities is telling. The #disinflation data is telling. The #umemployment is telling. The #crazyness of anxious and greedy people is telling. Each of them are telling something else - but together - they are saying: It will be quick and dirty. https://twitter.com/i/web/status/2019056867759030451 https://twitter.com/i/web/status/2019056867759030451" [X Link](https://x.com/FroehlichThors1/status/2019056867759030451) 2026-02-04T14:34Z [----] followers, [----] engagements "I would agree with Bessant Druckenmiller (and Warsh). US Treasury Secretary Bessent: I think we can continue to seethe 10-year yield tick down. US Treasury Secretary Bessent: I think we can continue to seethe 10-year yield tick down" [X Link](https://x.com/FroehlichThors1/status/2019109351529812066) 2026-02-04T18:02Z [----] followers, [----] engagements "@WIFforLife I have a very significant position in $WIF" [X Link](https://x.com/FroehlichThors1/status/2019121736965583258) 2026-02-04T18:51Z [----] followers, [---] engagements "Here we are - $TLT fans. The US Treasury is buying back $2B 20-30Y bonds tomorrow (via tender). Let's have a look at TLT tomorrow shall we" [X Link](https://x.com/FroehlichThors1/status/2019148416723354049) 2026-02-04T20:37Z [----] followers, [----] engagements "@DaveHcontrarian @Scottbilly56 Hi David - did you notice the developments in XLP and especially the last few days and whats your take on it" [X Link](https://x.com/FroehlichThors1/status/2019184488715096541) 2026-02-04T23:01Z [----] followers, [----] engagements "@HenrikZeberg Good Morning to Meme coins outperforming BTC and ETH is quite something isnt it Even more exciting is the fact that equities have rotated into transportation which is a sign that the market sets up for another rally (and yes - this is actually driven by ISM)" [X Link](https://x.com/FroehlichThors1/status/2019303852336640231) 2026-02-05T06:55Z [----] followers, [----] engagements "@PWebborn Good Morning Paul I'd rather have a donkey - does not need petrol only water" [X Link](https://x.com/FroehlichThors1/status/2019313284189675852) 2026-02-05T07:32Z [----] followers, [---] engagements "Good Morning - this is not [----] (yet) Back in the days there was no X (Twitter) - the biggest social media platform for capital markets "specialists" without anyone controlling what rumours are spread. 1st There should be considerable doubts when one is spreading news about the potential insolvency of an exchange whilst at the same time the very same entity (or a subsidiary) exchanges stablecoins into $BTC. 2nd Have you noticed that despite getting hammered Michael Saylor remains notably absent and does not comment any of the rumours that $MSTR is about to go under Fact is: Their first debt" [X Link](https://x.com/FroehlichThors1/status/2019318995388629325) 2026-02-05T07:55Z [----] followers, [----] engagements "Remember to keep an eye on $TLT today. Every time the US treasury announced a buy back at the longer end in [----] TLT went up. If you fancy verifying go check yourself. Bonds are NOT dead $16B and counting. Here we are - $TLT fans. The US Treasury is buying back $2B 20-30Y bonds tomorrow (via tender). Let's have a look at TLT tomorrow shall we https://t.co/LCtAazp4i2 Here we are - $TLT fans. The US Treasury is buying back $2B 20-30Y bonds tomorrow (via tender). Let's have a look at TLT tomorrow shall we https://t.co/LCtAazp4i2" [X Link](https://x.com/FroehlichThors1/status/2019321627327230056) 2026-02-05T08:06Z [----] followers, [---] engagements "$WIF After I went for a walk with Bennie this morning I decided to increase my position in WIF by another 5%" [X Link](https://x.com/FroehlichThors1/status/2019323613468622910) 2026-02-05T08:14Z [----] followers, [----] engagements "@HenrikZeberg Beautiful place - lovely pubs / bars at this spot but the beer is very expensive. Denmark is just doing too well :-)" [X Link](https://x.com/FroehlichThors1/status/2019365584736272731) 2026-02-05T11:00Z [----] followers, [---] engagements "@HenrikZeberg More than this candle I bet at the US open we get hammered again" [X Link](https://x.com/FroehlichThors1/status/2019366992906711284) 2026-02-05T11:06Z [----] followers, [----] engagements "THE FUTURE IS UPON US Whilst everyone is busy calling for the end of all of #crypto Elon is making progress with his desire to die on Mars. Now trading close to 400x everyone seems to have forgotten about [----]. Elon and his army of robots will bring the cure. Amen. $TSLA UBS: SpaceX-xAI Merger Signals Rise Of "Orbital AI" https://t.co/4SLYJSrB8A UBS: SpaceX-xAI Merger Signals Rise Of "Orbital AI" https://t.co/4SLYJSrB8A" [X Link](https://x.com/FroehlichThors1/status/2019370978162192510) 2026-02-05T11:22Z [----] followers, [---] engagements "That was me :-) 😍 $WIF" [X Link](https://x.com/FroehlichThors1/status/2019375433226346795) 2026-02-05T11:39Z [----] followers, [---] engagements "@kakashiii111 Loads of corporate bonds coming our way" [X Link](https://x.com/FroehlichThors1/status/2019381614308884822) 2026-02-05T12:04Z [----] followers, [---] engagements "Capital Markets on X Accounts flip-flipping from one narrative to the next keep digging out old random tweets telling you "I saw it coming". Rarely you will find quality people who are consistent in their thesis. Reminder: 75% of all accounts on X are younger than [--] years old and are lagging basic macro and sentiment knowledge. https://twitter.com/i/web/status/2019385470417834165 https://twitter.com/i/web/status/2019385470417834165" [X Link](https://x.com/FroehlichThors1/status/2019385470417834165) 2026-02-05T12:19Z [----] followers, [---] engagements "BoE left rates unchanged at 3.75% - but hinted towards a lowering. The ECB shows satisfaction that inflation is coming home which indicates that they might cut in the not so distant future. That means we have the Fed BoE ECB expected to cut rates further into [----] - bonds are not dead. We kept our key interest rates at their current levels. We did this because we see inflation stabilising where we want it to be: 2%. Read todays monetary policy decisions https://t.co/YDUtYLHQxy https://t.co/2SRFCdxWJf We kept our key interest rates at their current levels. We did this because we see inflation" [X Link](https://x.com/FroehlichThors1/status/2019401490608099402) 2026-02-05T13:23Z [----] followers, [---] engagements "#inflation U.S. OIL FALLS MORE THAN 3% TO INTRADAY LOWS U.S. OIL FALLS MORE THAN 3% TO INTRADAY LOWS" [X Link](https://x.com/FroehlichThors1/status/2019415645725823380) 2026-02-05T14:19Z [----] followers, [---] engagements "If this statement from Binance's CZ is accurate - Jacob disqualifies himself as a klick baiter. One of them is not telling the truth: https://t.co/ixw9cknx2C One of them is not telling the truth: https://t.co/ixw9cknx2C" [X Link](https://x.com/FroehlichThors1/status/2019417576288448841) 2026-02-05T14:27Z [----] followers, [---] engagements "This is the 3rd time I am adding $WIF today - rationale: The fear in #crypto cannot get any worse. Why not any large caps - because they have less velocity. Imo this current flush is primarily driven by a reset in equities. $WIF After I went for a walk with Bennie this morning I decided to increase my position in WIF by another 5%. https://t.co/kH46Xc0HSA $WIF After I went for a walk with Bennie this morning I decided to increase my position in WIF by another 5%. https://t.co/kH46Xc0HSA" [X Link](https://x.com/FroehlichThors1/status/2019432573039178127) 2026-02-05T15:26Z [----] followers, [----] engagements "The market is finished with $BTC - provided this chart is accurate. Liquidation Map - Ive never seen it this skewed short before. Literally no longs remain. 83m to $65000 and $28b shorts to $109k. https://t.co/4CGecJZ7wS Liquidation Map - Ive never seen it this skewed short before. Literally no longs remain. 83m to $65000 and $28b shorts to $109k. https://t.co/4CGecJZ7wS" [X Link](https://x.com/FroehlichThors1/status/2019439344977608986) 2026-02-05T15:53Z [----] followers, [----] engagements "@ecb @Lagarde When @truflation are you coming to Europe" [X Link](https://x.com/FroehlichThors1/status/2019446402141622625) 2026-02-05T16:21Z [----] followers, [---] engagements "$TOTAL holding hands with $RUT - Day [--] The panic attacked was / is caused by an equities reset and many rotten accounts doomposting" [X Link](https://x.com/FroehlichThors1/status/2019447813411643802) 2026-02-05T16:27Z [----] followers, [---] engagements "$VIX - last time I checked DJT did not announce any tarifs or did he" [X Link](https://x.com/FroehlichThors1/status/2019448974722175061) 2026-02-05T16:32Z [----] followers, [----] engagements "Silver will remain wild - driven out of Asia. maybe we should squeeze the shit out of this guy huh maybe we should squeeze the shit out of this guy huh" [X Link](https://x.com/FroehlichThors1/status/2019461022541635838) 2026-02-05T17:20Z [----] followers, [---] engagements "One last (4th) buy in $WIF for the day a few moments ago - what a day" [X Link](https://x.com/FroehlichThors1/status/2019519589496009152) 2026-02-05T21:12Z [----] followers, [---] engagements "TODAY IS A VERY IMPORTANT DAY TO REMEMBER Most of you will remember 5th of February as one of the biggest sell-offs in #crypto - but the more important thing to remember: The $USD and US governments bonds are still where people are going to hide when things get iffy. $TLT is up 1% $TLT - I am going to call this off. TLT is up because everyone is sh*tting their pants. I was hoping to see an effect from the announced buy back starting at 1:40 pm. Until next time. https://t.co/WQ1LNiXZ9B $TLT - I am going to call this off. TLT is up because everyone is sh*tting their pants. I was hoping to see" [X Link](https://x.com/FroehlichThors1/status/2019525598062813284) 2026-02-05T21:36Z [----] followers, [----] engagements "Hi Andrew I am not following Ben - but I guess everyone needs to make their own judgment call on the time horizon and risk profile. Me for example I play hard in risk assets - but I have rotated +/- 50% of my assets in US government bonds in Sept [----]. My crypto book looks like a war zone with plenty of bodies but I am happy to ride it out - and I was a big buyer today. I als keep hanging onto my miners which I bought last summer - as earning season is upon us for 4Q [----]. The discussion who is right or wrong is totally obsolete in my mind. https://twitter.com/i/web/status/2019527083802914937" [X Link](https://x.com/FroehlichThors1/status/2019527083802914937) 2026-02-05T21:42Z [----] followers, [--] engagements "@WarNotMeddling Should spot buying and liquidity find its way back into crypto this will be a bloodbath for the shorts indeed" [X Link](https://x.com/FroehlichThors1/status/2019527407519293861) 2026-02-05T21:43Z [----] followers, [--] engagements "@dogwifcoin I was a bigt buyer in $WIF today. 😍" [X Link](https://x.com/FroehlichThors1/status/2019529101543879120) 2026-02-05T21:50Z [----] followers, [----] engagements "As mentioned in one of my tweets: credits breaks before equities - not the other way round (assuming below information is accurate). CIFR raised $2B at $6.125% and the bonds are already trading up. This is a key tell that everything youre seeing in the stock market right now is fear narratives and algos. See you next week. CIFR raised $2B at $6.125% and the bonds are already trading up. This is a key tell that everything youre seeing in the stock market right now is fear narratives and algos. See you next week" [X Link](https://x.com/FroehlichThors1/status/2019557888495350181) 2026-02-05T23:44Z [----] followers, [---] engagements "One of the reasons for Silver trending lower - nothing to do with crypto. CME is trying to reduce the open interest because they are running out of physical. CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect after the close of Friday Feb [--] [----] https://t.co/79muikRcbx CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going" [X Link](https://x.com/FroehlichThors1/status/2019558987944079507) 2026-02-05T23:49Z [----] followers, [---] engagements "⚠SELL-OFF - potential plausible explanation (without evidence but based on maths and experience) I suspect many #crypto exchanges recently started to offer levered trading on precious metals to get a slice of the FOMO pie. I have no substance to prove this - but the forced selling typically stems from the asset / asset class with the biggest draw downs / volatility and crypto got caught up in the SHANGHAI and COMEX crossfire on #SILVER and #GOLD This is not crypto loosing the plot - this is precious metals spilling over to crypto and some accounts are forced to sell because they either" [X Link](https://x.com/FroehlichThors1/status/2019591582987452911) 2026-02-06T01:58Z [----] followers, [----] engagements "Raoul - perhaps you should start looking at the sliver / PM futures market and the spill-over effects into crypto. Having worked as a macro fund manager at GLG you could be a credible person explaining the crypto community whats going on. Its pretty simple to explain when you look at the draw downs in precious metals - but silver especially. 🙏 https://twitter.com/i/web/status/2019599562772516998 https://twitter.com/i/web/status/2019599562772516998" [X Link](https://x.com/FroehlichThors1/status/2019599562772516998) 2026-02-06T02:30Z [----] followers, [----] engagements "Conclusion for me: Any service provider who offered #crypto "intelligence" products on-chain liquidity and god knows what kind of BS added value can flush their products down the toilet unless you figure out how to make it cross-asset class including the ETF and corresponding options market" [X Link](https://x.com/FroehlichThors1/status/2019680727290241496) 2026-02-06T07:53Z [----] followers, [---] engagements "@PWebborn Morning Paul - added some comments in Substack. Have a look. Best Thorsten" [X Link](https://x.com/FroehlichThors1/status/2019703269220917261) 2026-02-06T09:22Z [----] followers, [---] engagements "US HOUSING MARKET - Florida Supply ain't gonna be the problem anytime soon in Florida. The Silver Wave starts in the Sunshine State. The Silver Wave starts in the Sunshine State" [X Link](https://x.com/FroehlichThors1/status/2019759058312458411) 2026-02-06T13:04Z [----] followers, [---] engagements "When things get hammered like this all what counts is velocity to recover your losses imo. $WIF versus $BTC" [X Link](https://x.com/FroehlichThors1/status/2019767453048283428) 2026-02-06T13:37Z [----] followers, [---] engagements "TIME TRAVEL - 2008/09 $BANK When everything looks utterly annihilated defy fear and gather the fragments - knowing full well that courage sometimes invites another painful drawdown. https://twitter.com/i/web/status/2019769390518907176 https://twitter.com/i/web/status/2019769390518907176" [X Link](https://x.com/FroehlichThors1/status/2019769390518907176) 2026-02-06T13:45Z [----] followers, [---] engagements "@krugermacro Crypto got lucky that no moron of a trader was caught up being short silver today. Monday might be different again. Crypto traders fishing in the wrong pont full of nasty fish - commodities is real whales crypto is goldfish" [X Link](https://x.com/FroehlichThors1/status/2019841621819260948) 2026-02-06T18:32Z [----] followers, [---] engagements "People are getting nerveous about $BTC getting hammered or rallying +/-10% - meanwhile $SILVER yanks up +/-20% every day. Dear crypto degens leave commodities to the big boys if you want crypto going to Valhalla" [X Link](https://x.com/FroehlichThors1/status/2019842846820647403) 2026-02-06T18:37Z [----] followers, [---] engagements "Good Morning Here we go again. Backdoor threats against China and others. #tariffs keep flying back like a boomerang. Now all eyes on Truth Social to see what fresh absurdity the Rotten 🍊 will unleash this weekend. HINT: Germany is trading primarily pharma with Iran. Im still holding out for Chancellor Merz in full Lederhosen - history demands it. Let's have him on Truth Social. Donald Trump has threatened to impose punitive tariffs on Iran's trading partners Donald Trump has threatened to impose punitive tariffs on Iran's trading partners" [X Link](https://x.com/FroehlichThors1/status/2020038318583435536) 2026-02-07T07:34Z [----] followers, [---] engagements "$BTC There is still suprisingly very little understanding that #Bitcoin has transitioned into an asset class which is impacted by a lot of forces which were not around 1-2 years ago. It has transitioned into an asset which is now heavily influenced by multi-asset developments. Those days are gone If you want to keep "aping" by the old rules you need to stay in the degenerated trenches going down the curve. PRODUCTS ETFs Derivatives (Options Auto-Callables etc.) Other synthetics Bitcoin is now ruled by people in chinos suits and sometimes they even wear ties. Gone are the days when kids" [X Link](https://x.com/FroehlichThors1/status/2020060429741936688) 2026-02-07T09:01Z [----] followers, [----] engagements "Note: Bear Sterns was also not rescued. They were bought by JPMorgan for $2 / share in March 2008" [X Link](https://x.com/FroehlichThors1/status/2020093157187481867) 2026-02-07T11:11Z [----] followers, [---] engagements "THE GREAT (REVERSE)🔄 ROTATION ERROR DRIVEN BY FOMO #Crypto $TOTAL kicked off [----] with a surprisingly strong opening finally attempting to claw back some of the damage inflicted after the events of 10-10-2025. To me the chart tells a pretty blunt story: Crypto traders caught a textbook case of FOMO - and rotated straight into #Gold and #Silver at exactly the wrong time. A likely chain of events [--] Jan Precious metals - especially silver - ignite a powerful rally. [--] Jan FOMO takes the wheel. Capital rotates out of crypto and into silver and gold as traders chase momentum. [--] Jan The metals" [X Link](https://x.com/FroehlichThors1/status/2020212015936290993) 2026-02-07T19:04Z [----] followers, [---] engagements "Damn it - we are really running out of time folks. The GLOBAL LIQUIDITY INDEX by Michael Howell is really flashing red - the momentum is stalling. One last push driven by sentiment and FOMO we need" [X Link](https://x.com/FroehlichThors1/status/2020227634370593261) 2026-02-07T20:06Z [----] followers, [----] engagements "@HenrikZeberg But CNBC said yesterday at the Closing Bell that "It is just the beginning" 🤡" [X Link](https://x.com/FroehlichThors1/status/2020228105260982643) 2026-02-07T20:08Z [----] followers, [---] engagements "@TheBigCycleGame @HenrikZeberg Matthias I need to hurry up with my Blackrock thesis" [X Link](https://x.com/FroehlichThors1/status/2020228406206689408) 2026-02-07T20:09Z [----] followers, [---] engagements "MAIN STREET over WALL STREET (but keep them on the drip) It's Election Year - $1.13T sitting on the TGA shelf by [--] Feb [----] Some of the money sitting in the TGA will finds its way into financial markets but do not be fooled that is is going to carry us into the end of year - the vast majority will end up in the "real" economy. The Reserve Managment Program (RMP) launched by the Fed in Dec [----] keeps the banks at bay - proper QE will come later (after the bubble popped). Disclaimer I suspect they are holding that money back on purpose trying to sail the markets and the economy into the Mid" [X Link](https://x.com/FroehlichThors1/status/2020232860498792452) 2026-02-07T20:27Z [----] followers, [---] engagements "This GAMMA stuff is making me nerveous - that is the velocity of delta - i.e. how fast an underlying can swing. It goes both ways. Hello $IBIT. But does @fundstrat think it is a likely scenario 🙏🙏 But does @fundstrat think it is a likely scenario 🙏🙏" [X Link](https://x.com/FroehlichThors1/status/2020243376478863596) 2026-02-07T21:08Z [----] followers, [---] engagements "CREDIT WHERE CREDIT IS DUE but. I think @great_martis has been absolutely outstanding - his calls on $BTC and precious metals have been consistently spot-on. Congratulations where theyre due. That said gold is surging for a reason he appears to be overlooking. BONDS On this front I believe he will be wrong. U.S. Treasuries - particularly at the long end - are likely to rally into the end of [----]. The much-discussed surge in Japanese yields is being overstated and is largely confined to the extremely illiquid 3040Y segment. More attention should be paid to whats happening in the U.S. Treasury" [X Link](https://x.com/FroehlichThors1/status/2020248510088532027) 2026-02-07T21:29Z [----] followers, [----] engagements "And since you are in Australia they are hiking because your entire econcomy is based on commodities which are running hot. Macro" [X Link](https://x.com/FroehlichThors1/status/2020248973953405129) 2026-02-07T21:31Z [----] followers, [---] engagements "🧨The 401(k) time bomb - USA Compared to the chart below the S&P [---] ( $SPX ) doesnt exactly inspire confidence. 401(k)s - those privately managed retirement vehicles holding roughly $10 trillion in assets - are heavily tied to the stock market. About 44% of that - call it $4.5 trillion - is parked in S&P 500linked products (AKA ETFs). Overall roughly 70% of 401(k) assets or $7 trillion are invested in equities. Heres the kicker: Roughly half of 401(k) owners are baby boomers hovering around [--] years old. These are folks with vivid memories of the DotCom crash and the Global Financial Crisis." [X Link](https://x.com/FroehlichThors1/status/2020264154888560953) 2026-02-07T22:31Z [----] followers, [----] engagements "#Bond yields (in the US) are trading slightly elevated (despite rate cuts) because of the strong demand for #equities and #GOLD to some extent - that has absolutely nothing to do with inflation fears whatsoever. It's called ASSET ALLOCATION. CREDIT WHERE CREDIT IS DUE but. I think @great_martis has been absolutely outstanding - his calls on $BTC and precious metals have been consistently spot-on. Congratulations where theyre due. That said gold is surging for a reason he appears to be overlooking. BONDS On this CREDIT WHERE CREDIT IS DUE but. I think @great_martis has been absolutely" [X Link](https://x.com/FroehlichThors1/status/2020267957939556551) 2026-02-07T22:46Z [----] followers, [----] engagements "Hi Dave I asked you a little while ago if Silver is driven by the dislocation in the futures market and the fact that the exchanges are running empty on physical supply - which you said has nothing to with all of this. Now you seem to aknowledge the fact that the round robbing between Shanghai and COMEX does have an impact which is very obviously one of the key drivers. The longs and the shorts are both sucking the physical market empty - and SLV is the playing ball in the middle of this storm. Do you agree https://twitter.com/i/web/status/2020272085554057269" [X Link](https://x.com/FroehlichThors1/status/2020272085554057269) 2026-02-07T23:02Z [----] followers, [----] engagements "@ocinek The ISM is a survey - and when the real economy expands it sucks money from the financial system" [X Link](https://x.com/FroehlichThors1/status/2020276505935315390) 2026-02-07T23:20Z [----] followers, [--] engagements "@Liathetrader Move to Europe - its so tiny you can take the train. Plus we have very good nursing homes in the mountains. They take people from the age of [--]. You get a room with a view. 😂" [X Link](https://x.com/FroehlichThors1/status/2020396864387051685) 2026-02-08T07:18Z [----] followers, [--] engagements "Transportation #Inflation The composition of @truflation differs markedly from that of the BLS and its current headline reading of [--] bps is at first glance striking (versus 2.7% from the BLS). The top-line figure warrants much closer scrutiny: only by examining the underlying components can one begin to understand what is happening in the economy. To me one of the clearest signals that a traditionally consumer-led U.S. economy may be losing momentum lies in the transportation component. It experienced a pronounced decline over the Christmas holiday season - a period that would normally see" [X Link](https://x.com/FroehlichThors1/status/2020447360489238950) 2026-02-08T10:39Z [----] followers, [---] engagements "Valhalla is upon us - Germany's financial press Welcome to [----] Some Highlights Pensioners could afford 100% in equities Wood suggests Tesla's cash flow will explode Bayern LB (Germany's biggest PM dealer) running out of stock Dow Jones closes above [-----] https://twitter.com/i/web/status/2020493385115595155 https://twitter.com/i/web/status/2020493385115595155" [X Link](https://x.com/FroehlichThors1/status/2020493385115595155) 2026-02-08T13:42Z [----] followers, [---] engagements "We have to wait for the actual confirmation of the purchase price - but the last few purchases were very poorly exercised imo and this erodes confidence in $MSTR. If this person in charge of executing these trades would be working on an investment bank's trading desk he / she would have walked out with a box including personal belongings a long while ago. $BTC Orange Dots Matter. https://t.co/QYLQpgoWbQ Orange Dots Matter. https://t.co/QYLQpgoWbQ" [X Link](https://x.com/FroehlichThors1/status/2020503536992166016) 2026-02-08T14:22Z [----] followers, [----] engagements "The Rotten 🍑 - no day goes by without a disgraceful tweet" [X Link](https://x.com/FroehlichThors1/status/2020526831569379821) 2026-02-08T15:55Z [----] followers, [---] engagements "Should software see another sell-off $BTC ( $IBIT ) will likely also suffer again - keep an eye on $IGV given their close correlation multi-strat funds have both in the same risk bucket - and remember Gamma which can amplify things. Therefore wick down below $60k is not out of question and widely discussed - if it happens the bears will claim victory. Let's see if Alts will hold up better $ETH $SOL. There is nothing more hated in the market than Software https://t.co/f0pHXZMqnk There is nothing more hated in the market than Software https://t.co/f0pHXZMqnk" [X Link](https://x.com/FroehlichThors1/status/2020612785923641364) 2026-02-08T21:36Z [----] followers, [----] engagements "@Mr_Derivatives Remember Jesus" [X Link](https://x.com/FroehlichThors1/status/2020617185765527862) 2026-02-08T21:54Z [----] followers, [---] engagements "#Silver has become a madhouse / total casino. [--] or [---] - anything is possible. People will get burned badly - watch margins getting hiked again. Alright silver trading is about to resume at the Comex and at the end of this week the SHFE and SGE will also shut for holidays till the 24th of Feb. Hence whatever mess in Shanghai (trading here resumes in 3h) it will likely have to be dealt with this week. Time to get ready https://t.co/IjLUELFmW7 Alright silver trading is about to resume at the Comex and at the end of this week the SHFE and SGE will also shut for holidays till the 24th of Feb." [X Link](https://x.com/FroehlichThors1/status/2020623559379345808) 2026-02-08T22:19Z [----] followers, [---] engagements "I think Tom Lee is a true visionary - he made a few long term strategic calls in the past which worked out. He should stop going on CNBC making absurd price calls including very tight time lines - but he would not get invited anymore - because thats what people want to hear - when do we reach which price targetit never worked it never will - pure luck if it does. $ETH $BMNR $SBET" [X Link](https://x.com/FroehlichThors1/status/2020628125097296259) 2026-02-08T22:37Z [----] followers, [----] engagements "But I thought tariffs are paid by the government of exporting countries - I am confused. 😵💫 Thats what the president said right Tariffs erase most of the benefit of the retroactive tax cuts people will be getting in their tax refunds this year. https://t.co/Q1wJj2ztsi https://t.co/S5itHfg8dd Tariffs erase most of the benefit of the retroactive tax cuts people will be getting in their tax refunds this year. https://t.co/Q1wJj2ztsi https://t.co/S5itHfg8dd" [X Link](https://x.com/FroehlichThors1/status/2020748912609370469) 2026-02-09T06:37Z [----] followers, [---] engagements "@MacroEdgeRes China is worried about the CNY as the printer is running hot" [X Link](https://x.com/FroehlichThors1/status/2020771166638801310) 2026-02-09T08:06Z [----] followers, [---] engagements "IMO this could be interpreted that China is concerned about its own currency given the monetary expansion. This may imply that they will accelerate #Gold purchases which could drive prices higher - amplified by further FOMO. Despite a softer $DXY the $CNY continues to weaken against the Dollar which may suggest the PBoC is struggleing to keep their currency under control Domestically. Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions #MacroEdge Chinese officials have urged banks to limit purchases" [X Link](https://x.com/FroehlichThors1/status/2020779501198643712) 2026-02-09T08:39Z [----] followers, [---] engagements "#Crypto got rattled - any it may be shaken even further. Irrespective of short term developments $ETH has an actual use case whilst $BTC is a store of hypothetical value which is driven by its believers and / or disbelievers. Wall Street has decided to bring financial assets on chain - that is a given. Both $BMNR and $SBET are good choices and have currently no leverage. SBET will be subject to further dilution should #Ethereum recover - be prepared. BMNR is a more mature asset. The short interest for SBET remains elevated at 13.45% as per [--] Jan [----] (hardly unchanged from [--] Dec [----] and 15" [X Link](https://x.com/FroehlichThors1/status/2020785980215550000) 2026-02-09T09:04Z [----] followers, [----] engagements "$ETH - 🔁 I recommend this read - always get different opinions. Bias is your enemy unless you are called Stanley Druckenmiller and have really deep pockets (and balls). https://www.1995digitalassetresearch.com/p/why-ethereum-is-the-markets-biggest https://www.1995digitalassetresearch.com/p/why-ethereum-is-the-markets-biggest" [X Link](https://x.com/FroehlichThors1/status/2020794975215067592) 2026-02-09T09:40Z [----] followers, [---] engagements "There will a be slow reaction to the - and people will catch FOMO again. @i_am_jackis It will get worse before it get's better - and people will be caught offguard when Blitz. @i_am_jackis It will get worse before it get's better - and people will be caught offguard when Blitz" [X Link](https://x.com/FroehlichThors1/status/2020801909934657636) 2026-02-09T10:08Z [----] followers, [---] engagements "This is almost too bad to be true - where does $MSTR buy its $BTC - through which entity $MSTR - again blissful execution. https://t.co/843MD79gWt $MSTR - again blissful execution. https://t.co/843MD79gWt" [X Link](https://x.com/FroehlichThors1/status/2020873315611459905) 2026-02-09T14:51Z [----] followers, [---] engagements "This almost looks like they have an entity in between taking margin / profit in between - funneling capital off balance sheet. Does anyone know" [X Link](https://x.com/FroehlichThors1/status/2020873885311201384) 2026-02-09T14:54Z [----] followers, [---] engagements "@kakashiii111 I am dead serious.every single purchase is more or less at the weekly peak. Even my late mother would have done a better job. This looks like they are using another entity purchasing the BTC to take a margin - don't you think / we shall look" [X Link](https://x.com/FroehlichThors1/status/2020880561707872407) 2026-02-09T15:20Z [----] followers, [--] engagements "@michaeljburry But I tell you what though the 100Y Austrian bond trading at 30c on the Euro is going to rise from the ashes when Madame Lagarde switches on the printer again because Germany's and France's inflation is low enough to bolster Europe which has been limping along since Covid" [X Link](https://x.com/FroehlichThors1/status/2020898639061643515) 2026-02-09T16:32Z [----] followers, [---] engagements "Fuel for equities in the next few weeks / months - credit has entered the banana 🍌 zone. TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats expected to be $15bn BBG reports citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering showing investor hunger to buy debt tied to https://t.co/Z5Kyxqbq11 TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats expected to be $15bn BBG reports citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond" [X Link](https://x.com/FroehlichThors1/status/2020910925084017144) 2026-02-09T17:21Z [----] followers, [---] engagements "BACK TO THE DRAWING BOARD Your 4y cycle is gone for good The sudden silence narrative pivots and outright disappearances of many self-styled #crypto influencers say far more than any thread ever could. It exposes a startling lack of understanding of todays crypto market - especially #Bitcoin now operating in a very different regime with $IBIT playing a dominant role. The market is no longer a closed loop. New forces are pushing and pulling price action and last week made that painfully clear: many were taken to school by a well-orchestrated trade. Crypto may be cleaner than it once was after" [X Link](https://x.com/FroehlichThors1/status/2020931719243678176) 2026-02-09T18:44Z [----] followers, [---] engagements "Hungary is the EU member sabotaging everything on this side of the Atlantic - obviously the Rotten 🍑 likes Orban. There is this great desire to be worshipped by villains" [X Link](https://x.com/FroehlichThors1/status/2020947101950291979) 2026-02-09T19:45Z [----] followers, [---] engagements "@Fibonacci_TA Buy nappies - Procter & Gamble. 😍" [X Link](https://x.com/FroehlichThors1/status/2021138647920066794) 2026-02-10T08:26Z [----] followers, [---] engagements "$BTC - the most oversold ever (weekly) Equities and Gold have been stealing the show - combined with a force majeure (10-10) and option traders yanking $IBIT (see BTC vol) - the mother of all storms. Versus #GOLD [-----] RSI Versus $NDX [-----] RSI https://twitter.com/i/web/status/2021168611369320780 https://twitter.com/i/web/status/2021168611369320780" [X Link](https://x.com/FroehlichThors1/status/2021168611369320780) 2026-02-10T10:25Z [----] followers, [---] engagements "And the @handelsblatt recently issued an article that pensioners could afford 100% allocation towards equities. This is madness to publish such an article - as the leading financial newspaper in Germany. There must be someone left in your company who remembers DotCom What could possibly go wrong Good Morning from #Germany where stock market culture is booming at least among retail investors. Net inflows into equity funds and equity ETFs rose to nearly 52bn last year making it the second-best year on record after the boom year of [----] when German investors put https://t.co/M2zeM7c1PG Good" [X Link](https://x.com/FroehlichThors1/status/2021171768782684356) 2026-02-10T10:37Z [----] followers, [---] engagements "@0xG00gly This looks like they are using an SPV taking a margin - funnelling capital off balance sheet. This is not te first time the pricing is off" [X Link](https://x.com/FroehlichThors1/status/2021181401442242789) 2026-02-10T11:16Z [----] followers, [--] engagements "#Crypto comedy When memes are outperforming $ETH for over [--] month it is probably fair to assume that #Ethereum 's drawdown has been triggered by an exogen shock - won't you think so Also the degenerated trenches seem to be supportive of what they call #Altseason2026 🍀 $WIF $DOGE $BONK $PEPE https://twitter.com/i/web/status/2021185568168669689 https://twitter.com/i/web/status/2021185568168669689" [X Link](https://x.com/FroehlichThors1/status/2021185568168669689) 2026-02-10T11:32Z [----] followers, [---] engagements "CREDIT versus EQUITIES [--] Dec [----] Jim Cramer (TheStreet) this column by Jim Cramer highlights strong action in semiconductor stocks and reflects bullish sentiment on that days market action. Today The hyperscalers are issuing debt in unprecedented size. As long as we see 7x oversubscription into an overheated AI sector risk remains on for equities. There is still plenty of risk capital available - potentially spreading even more into equities and later crypto (again) as investors are chasing yield. This is now the final phase of this super bullrun where greed as taken over and some assets" [X Link](https://x.com/FroehlichThors1/status/2021198326025044292) 2026-02-10T12:23Z [----] followers, [---] engagements "@HenrikZeberg The panic cuts in [----] did no boost equities / risk assets because we were already too deep in the mud. Different this time" [X Link](https://x.com/FroehlichThors1/status/2021230570089468335) 2026-02-10T14:31Z [----] followers, [----] engagements "I think the US administration is holding back money on purpose - to keep its flexibility propping the markets and econcomy into the Mid Terms. There is no rational explanation why the TGA remains that bloated" [X Link](https://x.com/FroehlichThors1/status/2021231510590722090) 2026-02-10T14:35Z [----] followers, [---] engagements "Bessent on the move again - this time a $2B buy-back of 10-20Y bonds The TGA should hit ca. $1.1T today following the $105B raise last week. https://twitter.com/i/web/status/2021234100573479178 https://twitter.com/i/web/status/2021234100573479178" [X Link](https://x.com/FroehlichThors1/status/2021234100573479178) 2026-02-10T14:45Z [----] followers, [---] engagements "Low inflation & high debt = TOXIC MELANGE Germanys two utility giants E.ON $EOAN and RWE $RWE treated cheap credit pre-GFC like an all-you-can-eat buffet. The bill arrived later: crushed stock prices bloated balance sheets and a masterclass in why high leverage + low inflation = long-term shareholder indigestion. https://twitter.com/i/web/status/2005240016130195625 https://twitter.com/i/web/status/2005240016130195625" [X Link](https://x.com/FroehlichThors1/status/2005240016130195625) 2025-12-28T11:30Z [----] followers, [---] engagements "#Tariffs 🤡 My wife works for Kao Brands a global Japanese company behind beauty and cosmetics names you probably know - Molton Brown Curl Jergens Guhl John Frieda to name a few. Their products cross borders multiple times just to be finished. You cannot imagine the damage current tariff policies are causing. Beyond the basic truth that tariffs kill prosperity - and are ultimately paid by consumers - companies are now forced to slow postpone or outright cancel CAPEX due to a level of uncertainty that borders on the absurd. The likely sequence is painfully predictable: recession and deflation" [X Link](https://x.com/FroehlichThors1/status/2015430248976851161) 2026-01-25T14:23Z [----] followers, [---] engagements "HOUSING MARKET IN THE US LOOKS DYRE & INCREASINGLY ILLIQUID Would be interesting to know what triggered these cancellations - are we seeing banks turning down clients (like we see in car loans) @DiMartinoBooth 40k US home purchases were canceled in December which equates to 16.31% of all homes under contract. That's the highest cancellation percentage on record. https://t.co/heIfg3BTrc 40k US home purchases were canceled in December which equates to 16.31% of all homes under contract. That's the highest cancellation percentage on record. https://t.co/heIfg3BTrc" [X Link](https://x.com/FroehlichThors1/status/2015849455619080197) 2026-01-26T18:08Z [----] followers, 41.9K engagements "$GOLD - $SILVER - $PLATINUM - $PALLADIUM - $COPPER - $ALUMINIUM (next) - $BTC - #BONDS (no one believes)" [X Link](https://x.com/FroehlichThors1/status/2016891807393579421) 2026-01-29T15:10Z [----] followers, [---] engagements "If you ask me these US markets are not ready yet. $RUT vs. $NDQ vs. $SPX As long as the broader market recovers faster in a sell-off we are still in a very strong bull market" [X Link](https://x.com/FroehlichThors1/status/2016922124028403855) 2026-01-29T17:11Z [----] followers, [---] engagements "If she didn't have such a bad track record and being in Elon's pocket I'd be saying she has a point. Could Warren Buffet or another true legend pls come forward sharing their thoughts Thank your for your attention to this matter. $ARK versus $NDQ Odds are high that the gold price is heading for a fall. Intraday today the market cap of gold as a percent of the US money supply (M2) hit an all-time high: higher than its peak in [----] when inflation and interest rates soared to the mid-teens and even more shocking. https://t.co/3nHLqIK22t Odds are high that the gold price is heading for a fall." [X Link](https://x.com/FroehlichThors1/status/2017218630216282236) 2026-01-30T12:49Z [----] followers, [---] engagements "Despite obvious funding constraints hitting #AI cancellations of data center projects private debt's exit options for AI (i.e. massive funding gap risk) - this market will not bend. There is plenty of gas in the tank left. Stocks down last week on dumb AI disruption vibes social media panic bouncing https://t.co/PF6sC71L0q Stocks down last week on dumb AI disruption vibes social media panic bouncing https://t.co/PF6sC71L0q" [X Link](https://x.com/FroehlichThors1/status/2018314046026481875) 2026-02-02T13:22Z [----] followers, [---] engagements "@DaveHcontrarian Remarkable indeed. You must see a hell of a lot of downside for the DXY" [X Link](https://x.com/FroehlichThors1/status/2018696630602481835) 2026-02-03T14:42Z [----] followers, [----] engagements "EUROPE With these umemployment and inflation readings coming in for some of the EUR countries - the ECB will be cutting rates in the the not so distant future. https://twitter.com/i/web/status/2019039671821402399 https://twitter.com/i/web/status/2019039671821402399" [X Link](https://x.com/FroehlichThors1/status/2019039671821402399) 2026-02-04T13:25Z [----] followers, [---] engagements "Anyone who is going to ask me again when something will happen will get a donation in $WIF to pay a psychologist or voodoo expert" [X Link](https://x.com/FroehlichThors1/status/2019062792788083003) 2026-02-04T14:57Z [----] followers, [---] engagements "CONCLUSION The investor world got fooled by China's problems with their own currency. Doomsday preachers without any macro knowledge whatsoever were trying to make people believe that the end of $USD is upon us and / or #hyperinflation is immanently going to destroy the world. #GOLD - China Michael @crossbordercap is pointing into a direction many people do not appreciate enough. https://t.co/eiX1rrSW5m #GOLD - China Michael @crossbordercap is pointing into a direction many people do not appreciate enough. https://t.co/eiX1rrSW5m" [X Link](https://x.com/FroehlichThors1/status/2019358494512587174) 2026-02-05T10:32Z [----] followers, [---] engagements "China is very concerned about their currency - if we talk about debasement we want to limit it to the Chinese Yuan don't we $USD the king. *CHINA BANS UNAPPROVED YUAN-LINKED STABLECOIN ISSUANCE OVERSEAS *CHINA BANS UNAPPROVED YUAN-LINKED STABLECOIN ISSUANCE OVERSEAS" [X Link](https://x.com/FroehlichThors1/status/2019760097367380077) 2026-02-06T13:08Z [----] followers, [---] engagements "DWS (Germanys biggest asset manager) bull posting on LinkedIn on KOSPI surge and AI. Watch those kind of tweets - Valhalla is upon us so they say" [X Link](https://x.com/FroehlichThors1/status/2019875227673465270) 2026-02-06T20:45Z [----] followers, [---] engagements "Hello Larry👋 - $BLK" [X Link](https://x.com/FroehlichThors1/status/2020048764925313318) 2026-02-07T08:15Z [----] followers, [---] engagements "$BLK - BlackRock Part [--] Hello everyone Im kicking off a series of tweets on the incredible post-GFC rise of BlackRock - possibly culminating in an article where I argue it might be the ultimate short-sale target once this asset bubble finally pops. Some tweets will include anecdotes from the trenches - I hope you enjoy them. Lets start with [----]. The world was clawing its way out of the Lehman collapse. The US Treasury bailed out everyone - except Lehman where I worked until the end. Why A bitter cocktail of Wall Street grudges and Treasury disdain (led by Hank Paulson then Goldman Sachs CEO)" [X Link](https://x.com/FroehlichThors1/status/2020092352023372149) 2026-02-07T11:08Z [----] followers, [---] engagements "ROBOTS 🤖 Remember my tweet below Steve Eismans podcast is always a good reality check. Google just raised $16B based on an evaluation of $126B for Waymo - its robo taxi business. Based on MS price target of $425 for $TSLA MS believes Teslas robo taxi business is worth 3x that much. Sure. $TESLA Robots Are the New Thing Morgan Stanley just put a bigger price tag on Teslas humanoid robot dreams ($60) than on its actual cars ($55). Yes the research team thinks the future is worth more than the thing currently parked in your garage. At this rate it wont be https://t.co/b17p1Qs5JV $TESLA Robots" [X Link](https://x.com/FroehlichThors1/status/2020125803032256936) 2026-02-07T13:21Z [----] followers, [---] engagements "I LOVE THIS CHART📉 CNBC on [--] Feb 2026: "It is just the beginning" $NDQ https://twitter.com/i/web/status/2020222719619371471 https://twitter.com/i/web/status/2020222719619371471" [X Link](https://x.com/FroehlichThors1/status/2020222719619371471) 2026-02-07T19:46Z [----] followers, [----] engagements "And now imagine @truflation around 1% and stocks will start to decline - big asset managers will rotate into bonds. First at the short end and gradually into the long end - yields will get crushed and bonds will rise from the ashes - therefore I like $TLT. #Bond yields (in the US) are trading slightly elevated (despite rate cuts) because of the strong demand for #equities and #GOLD to some extent - that has absolutely nothing to do with inflation fears whatsoever. It's called ASSET ALLOCATION. https://t.co/3E4CG9C95W #Bond yields (in the US) are trading slightly elevated (despite rate cuts)" [X Link](https://x.com/FroehlichThors1/status/2020269282085728672) 2026-02-07T22:51Z [----] followers, [----] engagements "$BLK - Part [--] 2010-2012 Europe is rattled by its debt crisis with Greece 10Y yield peaking at 35% in Feb [----]. BLK accelerates the roll-out of its propietary risk management software ALADDIN (Asset Liability and Debt and Derivative Investment Network) to the asset management industry - more and more firms are starting to be entangled with BLK. Tech is starting to lift-off - thanks to QE Highlights (2012) (1) Revenues doubled since [----] to $9.22T (2) But hang on AuM only went up 5% to $3.8T during the same period (3) Found it - equity markets recovered sharply since the GFC and BLK also" [X Link](https://x.com/FroehlichThors1/status/2020472464313143789) 2026-02-08T12:19Z [----] followers, [---] engagements "Dude - I am mean you have to calm down. On one hand you are making jokes about people not understanding who is selling and now you are tweeting rubbish like this. Clean up your own house. The FOMC decides the rates not its Chairman. And 1% ain't gonna happen until June - finally rate changes alone do not change liquidity. Get your act together. https://twitter.com/i/web/status/2020475005138534479 https://twitter.com/i/web/status/2020475005138534479" [X Link](https://x.com/FroehlichThors1/status/2020475005138534479) 2026-02-08T12:29Z [----] followers, [---] engagements "TREND RESEARCH. .appears to be one of the big accounts hammering $ETH which started with a dip on [--] Jan [----] and selling finished yesterday. $2B gone. Trend Research $ETH saga has finally wrapped up the massive unwinding is complete. From on-chain tracking Trend Research has deposited/liquidated the full [------] $ETH into @Binance valued at around $1.34 billion at the time with a reported average exit price of $2055. This https://t.co/JuKO2MihtN Trend Research $ETH saga has finally wrapped up the massive unwinding is complete. From on-chain tracking Trend Research has deposited/liquidated the" [X Link](https://x.com/FroehlichThors1/status/2020544903734808598) 2026-02-08T17:06Z [----] followers, [---] engagements "When this whole punk-ass hanky-panky super bubble finally explodes in our faces were going to need a poster-boy villain. Who is it going to be this time" [X Link](https://x.com/FroehlichThors1/status/2020810365777383692) 2026-02-09T10:41Z [----] followers, [---] engagements "Global Trade Expectation versus US reality The Cass Freight Shipment Index (USA Domestic) is near its Covid lows - meanwhile $SEA implies that Global trade is about to explode - one of must be wrong wrong. https://twitter.com/i/web/status/2021147571394105749 https://twitter.com/i/web/status/2021147571394105749" [X Link](https://x.com/FroehlichThors1/status/2021147571394105749) 2026-02-10T09:01Z [----] followers, [---] engagements "The $JPY Carry Trade and Its Ripple Effects on $BTC From September [----] through August [----] the spread between the US 2Y and JPY 2Y yields widened dramatically - almost in lockstep with a steadily weakening yen versus the dollar. That window was textbook carry trade Borrow cheap yen swap into USD park the proceeds in higher-yielding US bonds. Low volatility fat spreads and plenty of cushion. By the second half of that period complacency had clearly crept in - helped along by a yen that refused to find a floor. Early on the trade was conservative and mechanical. Even a sharp spread compression" [X Link](https://x.com/FroehlichThors1/status/2021228501374836902) 2026-02-10T14:23Z [----] followers, [----] engagements "$BTC - the chance we are all getting spoooked (again) is elevated. The bears will claim victory if it happens but what could follow might be very interesting indeed.👇 $BTC @Bitcoin 📽 Bullish Megaphone Pattern in Play ✅ Do We Need to Visit 58K First 🤔 Bitcoin Outlook https://t.co/45YDt2omFl $BTC @Bitcoin 📽 Bullish Megaphone Pattern in Play ✅ Do We Need to Visit 58K First 🤔 Bitcoin Outlook https://t.co/45YDt2omFl" [X Link](https://x.com/FroehlichThors1/status/2021242622040223841) 2026-02-10T15:19Z [----] followers, [----] engagements "The $JPY carry trade has been coming home since 10-10-2025. $BTC $JPY $USD $SPX #Nikkei The $JPY Carry Trade and Its Ripple Effects on $BTC From September [----] through August [----] the spread between the US 2Y and JPY 2Y yields widened dramatically - almost in lockstep with a steadily weakening yen versus the dollar. That window was textbook carry trade Borrow https://t.co/YtoQwPuZIc The $JPY Carry Trade and Its Ripple Effects on $BTC From September [----] through August [----] the spread between the US 2Y and JPY 2Y yields widened dramatically - almost in lockstep with a steadily weakening yen" [X Link](https://x.com/FroehlichThors1/status/2021254317617848780) 2026-02-10T16:05Z [----] followers, [---] engagements "$VIX versus fwd The options market is pricing in incoming turbulence @HenrikZeberg - the market is saying you might be proven right. Helmets on" [X Link](https://x.com/FroehlichThors1/status/2021258259374444650) 2026-02-10T16:21Z [----] followers, [----] engagements "Is #deflation on the horizon in the USA BREAKING: The inflation-adjusted average starting salary for college graduates is down -8% YoY to $54500 the lowest in at least [--] years. This marks the 4th consecutive annual decline. Salaries have plummeted -24% in real terms since the $71000 peak seen in [----]. This https://t.co/DvuOybxliK BREAKING: The inflation-adjusted average starting salary for college graduates is down -8% YoY to $54500 the lowest in at least [--] years. This marks the 4th consecutive annual decline. Salaries have plummeted -24% in real terms since the $71000 peak seen in [----]. This" [X Link](https://x.com/FroehlichThors1/status/2021302176975339526) 2026-02-10T19:16Z [----] followers, [---] engagements "Joined by $JPY carry traders repatriation (see my tweets yesterday)" [X Link](https://x.com/FroehlichThors1/status/2021482263385604422) 2026-02-11T07:11Z [----] followers, [---] engagements "If I am right in my assumption - $BTC is unlikely to make new highs and Alts should outperform" [X Link](https://x.com/FroehlichThors1/status/2021485723816427628) 2026-02-11T07:25Z [----] followers, [---] engagements "Imagine Nordic soldiers defending Greenland VCs when an AI researcher leaves OpenAI to start something new https://t.co/RudJ7jvdiG VCs when an AI researcher leaves OpenAI to start something new https://t.co/RudJ7jvdiG" [X Link](https://x.com/FroehlichThors1/status/2021499208830693544) 2026-02-11T08:19Z [----] followers, [---] engagements "🔄 Rotation - spotting late cycle Potentially below chart is hinting towards long only money managers carefully rotating from equities into longer dated bonds under the surface. $SPX ./. $TLT https://twitter.com/i/web/status/2021508706857320886 https://twitter.com/i/web/status/2021508706857320886" [X Link](https://x.com/FroehlichThors1/status/2021508706857320886) 2026-02-11T08:56Z [----] followers, [----] engagements "If you watch $COIN - you can also watch $ETH or the other way round. Whatever you prefer. $COIN (weekly) went into the bounce zone and if history is to repeat bouncing is what this one is known to do from here. https://t.co/hWbXejDIcW $COIN (weekly) went into the bounce zone and if history is to repeat bouncing is what this one is known to do from here. https://t.co/hWbXejDIcW" [X Link](https://x.com/FroehlichThors1/status/2021531935596806164) 2026-02-11T10:29Z [----] followers, [---] engagements "Remember 75% on X are 35Y and younger. younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr" [X Link](https://x.com/FroehlichThors1/status/2021537723174277321) 2026-02-11T10:52Z [----] followers, [---] engagements "👇 - yes - a potential inbound rotation back into oversold Saas $IGV will lift $BTC. Still feeling ultra bearish on SaaS stocks The six-month rolling relative returns are worse than the Dot Com bust. Maybe they can bounce a bit from here 🤔 Via @jpmorgan https://t.co/mBMvCDJxFA Still feeling ultra bearish on SaaS stocks The six-month rolling relative returns are worse than the Dot Com bust. Maybe they can bounce a bit from here 🤔 Via @jpmorgan https://t.co/mBMvCDJxFA" [X Link](https://x.com/FroehlichThors1/status/2021542252422861131) 2026-02-11T11:10Z [----] followers, [---] engagements "Anyone spotting the impact $IBIT had on risk assets Hello [--] Oct 2025" [X Link](https://x.com/FroehlichThors1/status/2021555924838777286) 2026-02-11T12:04Z [----] followers, [---] engagements "$BTC next 'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before https://t.co/Net6zrwta1 'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before https://t.co/Net6zrwta1" [X Link](https://x.com/FroehlichThors1/status/2021556345015566599) 2026-02-11T12:06Z [----] followers, [---] engagements "#Crypto has lost the plot. So with NFP coming in at + 130k the 2Y yield and $BTC shooting up while the degens keep saying interest rate cuts is the only thing which can rescue them" [X Link](https://x.com/FroehlichThors1/status/2021580911444168843) 2026-02-11T13:43Z [----] followers, [----] engagements "@WarNotMeddling @HenrikZeberg It is more driven by sentiment than liquidity at the moment imo - the GLI keeps going up but lost momentum. The money is stuck in EM equtities and gold - some JPY carry trade money went back home into the Nikkei" [X Link](https://x.com/FroehlichThors1/status/2021629410835865745) 2026-02-11T16:56Z [----] followers, [--] engagements "$BTC versus meme coins From a common sense perspective you'd think that meme coins would be absolutely destroyed versus #Bitcoin if this was a deep bear market - yet some are slightly outperforming YTD and some are in line. $WIF $PEPE $BONK $PEPE YTD versus 1Y https://twitter.com/i/web/status/2021639049975628250 https://twitter.com/i/web/status/2021639049975628250" [X Link](https://x.com/FroehlichThors1/status/2021639049975628250) 2026-02-11T17:34Z [----] followers, [----] engagements "We are back to scam & money laundering - a few months ago people were asking for $BTC to become a global reserve currency. This #crypto asset class is so immature you cannot put this into words. With the next green 20% candle they want Michael Saylor for president. I mean guys.🤡 https://twitter.com/i/web/status/2021642308714746111 https://twitter.com/i/web/status/2021642308714746111" [X Link](https://x.com/FroehlichThors1/status/2021642308714746111) 2026-02-11T17:47Z [----] followers, [---] engagements "@HenrikZeberg There is one way of building a BTC reserve - nationalization 🌭" [X Link](https://x.com/FroehlichThors1/status/2021659429356380288) 2026-02-11T18:55Z [----] followers, [----] engagements "I suspect this is covered call writing on $IBIT - pretty lucrative given vol remains elevated - not necessarily fundamental demand. $682.5M worth of Bitcoin purchased though the ETFs over the last [--] session days . smart money & boomers are buying the bottom. Because they understand fundamentals. Retail & hedge funds & MM's in trouble have been forced selling. This is how real wealth is transferred in https://t.co/fh6apo91yS $682.5M worth of Bitcoin purchased though the ETFs over the last [--] session days . smart money & boomers are buying the bottom. Because they understand fundamentals. Retail" [X Link](https://x.com/FroehlichThors1/status/2021661203731558590) 2026-02-11T19:02Z [----] followers, [---] engagements "I am keen to hear what @willywoo has to say about network liquidity tomorrow. WHALES ARE BUYING THE DIP This chart shows the percentage of exchange balances flowing out to large entities each day. Since the drop below $80k the 30-day SMA of this indicator has gradually risen to 3.2%. This mirrors the structure seen in H1 [----] when whales accumulated https://t.co/VSxeIepxOm WHALES ARE BUYING THE DIP This chart shows the percentage of exchange balances flowing out to large entities each day. Since the drop below $80k the 30-day SMA of this indicator has gradually risen to 3.2%. This mirrors the" [X Link](https://x.com/FroehlichThors1/status/2021663401056121136) 2026-02-11T19:11Z [----] followers, [----] engagements "$BTC manages to make front news at The Economist QUOTE "Despite bear market after bear market they have always defied predictions of wholesale collapse. But this crypto winter feels unusually bitter for good reason. Unless the vibes improve do not expect a thaw." https://twitter.com/i/web/status/2021670997372588363 https://twitter.com/i/web/status/2021670997372588363" [X Link](https://x.com/FroehlichThors1/status/2021670997372588363) 2026-02-11T19:41Z [----] followers, [---] engagements "@mikelaine98 I am not following MSFT but the narrative that software gets killed by AI is far fetched" [X Link](https://x.com/FroehlichThors1/status/2021693192190533860) 2026-02-11T21:09Z [----] followers, [--] engagements "$BTC / #Bitcoin INSTITUTIONAL CAPITAL / HEDGE FUNDS As much as we like narrative that $BTC is trailing the $RUT or $NDQ - and lately $IVG. People should pay closer attention to the spread between the US02 ad JP02 + the $USDJPY. https://twitter.com/i/web/status/2021709418975330329 https://twitter.com/i/web/status/2021709418975330329" [X Link](https://x.com/FroehlichThors1/status/2021709418975330329) 2026-02-11T22:14Z [----] followers, [--] engagements "$BTC / #Bitcoin INSTITUTIONAL CAPITAL / HEDGE FUNDS As much as we like narratives that $BTC is trailing the $RUT or $NDQ - and lately $IVG. People should pay closer attention to the spread between the US02 ad JP02 + the $USDJPY. https://twitter.com/i/web/status/2021709512613220387 https://twitter.com/i/web/status/2021709512613220387" [X Link](https://x.com/FroehlichThors1/status/2021709512613220387) 2026-02-11T22:14Z [----] followers, [---] engagements "Once this #AI bubble is done and dusted the lawyers are going to make a killing on securities class actions. cool so now $META is enron https://t.co/v30cIqdlMe cool so now $META is enron https://t.co/v30cIqdlMe" [X Link](https://x.com/FroehlichThors1/status/2021862901800218857) 2026-02-12T08:24Z [----] followers, [---] engagements "@Liathetrader Meanwhile $MOVE is flat and $TLT up 2% YTD. Multi-asset 😍 Rotation" [X Link](https://x.com/FroehlichThors1/status/2022052182829543724) 2026-02-12T20:56Z [----] followers, [---] engagements "@leadlagreport $MOVE = 0% move" [X Link](https://x.com/FroehlichThors1/status/2022065225265295640) 2026-02-12T21:48Z [----] followers, [---] engagements "@Ai50916 Nothing to do with the fed if it happens" [X Link](https://x.com/FroehlichThors1/status/2022066120971497848) 2026-02-12T21:51Z [----] followers, [---] engagements "@yxinsights Zoom out into the first months of 2000" [X Link](https://x.com/FroehlichThors1/status/2022187247815299357) 2026-02-13T05:53Z [----] followers, [---] engagements "If we assume Alts outperforming $BTC then $SOL should also benefit. $UPXI - March calls look very attractive if you look on the option chain. $UPXI - hammered to the floor $SOL I was just checking some option prices for Upexi and the option prices are off the charts - just to give you a feeling: $2.5 Calls [--] March 26: $0.14 ask [--] June 26: $0.8 ask In other words the market prices in higher probability that $UPXI - hammered to the floor $SOL I was just checking some option prices for Upexi and the option prices are off the charts - just to give you a feeling: $2.5 Calls [--] March 26: $0.14" [X Link](https://x.com/FroehlichThors1/status/2021626919272559052) 2026-02-11T16:46Z [----] followers, [----] engagements "$MSFT - Microsoft is the most oversold in [--] years (weekly). Anyone who believes that you can replace Windows or MS Office with an #AI at home going forward be my guest" [X Link](https://x.com/FroehlichThors1/status/2021663073791357031) 2026-02-11T19:10Z [----] followers, [----] engagements "@DaveHcontrarian @AmitMah67507787 David you reckon we have seen the top for rates Bond vol (MOVE) keeps compressing. It could look like the beginning of a silent rotation into US govies whilst equities keep rotating from sector to sector chasing yield" [X Link](https://x.com/FroehlichThors1/status/2022007146767102236) 2026-02-12T17:57Z [----] followers, [----] engagements "IMPACT 👇 - China will further decrease their US treasury holdings - China will potentially accelerate QE - China wil continue to buy #GOLD #Deflation is on the move (globally). Chinas latest inflation numbers are out: CPI inflation came in lower than the consensus forecast while PPI continued its negative trend. Its a reminder that China faces the opposite problem of the US. While Fridays data release in the States is expected to signal the start of https://t.co/Qz5VOlLEzn Chinas latest inflation numbers are out: CPI inflation came in lower than the consensus forecast while PPI continued its" [X Link](https://x.com/FroehlichThors1/status/2022020639771472082) 2026-02-12T18:51Z [----] followers, [----] engagements "VELOCITY The speed in which capital with #equities exposure has been rotating - both regionally and across sectors is unprecedented. Especially since [--] Oct [----] but the pace gained additional momenum end of Jan / early Feb. It may only be a question of time until this money will find its way back into #crypto and US equities to chase additional yield. Who benefitted the most #Nikkei #kospi #Chinatech #Taiwantech Who lost out $BTC #NASDAQ https://twitter.com/i/web/status/2022249662388810066 https://twitter.com/i/web/status/2022249662388810066" [X Link](https://x.com/FroehlichThors1/status/2022249662388810066) 2026-02-13T10:01Z [----] followers, [---] engagements "@Juliancepittam The next weeks won't be boring Jules" [X Link](https://x.com/FroehlichThors1/status/2022360522545381587) 2026-02-13T17:21Z [----] followers, [--] engagements "@OlliLainto @NaderAlterEgo I think a hybrid of what they are both saying should end up being accurate - and I will start to go short towards the peak + increase my bond exposure. But yes we will def. have greed taking control of us - when you sense that.we are close" [X Link](https://x.com/FroehlichThors1/status/2022363437200764985) 2026-02-13T17:33Z [----] followers, [---] engagements "@PWebborn Have a good weekend Paul 🙌" [X Link](https://x.com/FroehlichThors1/status/2022401257084981436) 2026-02-13T20:03Z [----] followers, [---] engagements "$COIN (up 16%) may be telling us that $ETH wants its come back @Fibonacci_TA" [X Link](https://x.com/FroehlichThors1/status/2022334521010684110) 2026-02-13T15:38Z [----] followers, [----] engagements "☢FAST FORWARD☢ The world is running on thin energy supply and it gets worse much worse - the only way we can solve this problem is to go all nuclear and upgrading / extending the grids. The markets are already telling this - but we are still early. Picking up these stock in the upcoming crash might be a good idea. The grid $SU $PWR $ENR Going nuclear $CCJ $KAP https://twitter.com/i/web/status/2022595848299823274 https://twitter.com/i/web/status/2022595848299823274" [X Link](https://x.com/FroehlichThors1/status/2022595848299823274) 2026-02-14T08:56Z [----] followers, [---] engagements "It is just a question of time for $DBK and $CBK Germany's Banking Sector Faces Growing Crisis Amid Record Insolvencies https://t.co/Z6P9y1bAx3 Germany's Banking Sector Faces Growing Crisis Amid Record Insolvencies https://t.co/Z6P9y1bAx3" [X Link](https://x.com/FroehlichThors1/status/2007787997203435550) 2026-01-04T12:15Z [----] followers, [---] engagements "$CME - @DarioCpx suggests CME might be at risk. There is one important thoughts about Silver and the Comex Id like to share since I believe is another important element broadly overlooked ⚠👇🏻 The $CME is a listed corporation today the Comex part of the CME group isnt an exchange owned by the bullion banks anymore. There is one important thoughts about Silver and the Comex Id like to share since I believe is another important element broadly overlooked ⚠👇🏻 The $CME is a listed corporation today the Comex part of the CME group isnt an exchange owned by the bullion banks anymore" [X Link](https://x.com/FroehlichThors1/status/2016919025704444117) 2026-01-29T16:59Z [----] followers, [---] engagements "$PYPL - paypal will drop below 10x earnings. I'd rather own paypal (they offer a good product which I understand) than $PLTR - god knows what they are up to. There just might be a difference this timeemphasis on might. Today the vast majority of capital is concentrated within a peculiar inner circle of companies. The bubble-like shimmer appears when names like $ORCL and $PYPL surge 40% and 20% respectively on little more than https://t.co/iWPbT9PFI4 There just might be a difference this timeemphasis on might. Today the vast majority of capital is concentrated within a peculiar inner circle of" [X Link](https://x.com/FroehlichThors1/status/2018685254651814263) 2026-02-03T13:57Z [----] followers, [---] engagements "THINK So $BTC is selling off - with all of the rest but meme coins outperforming the king - really $BONK $WIF $PEPE $DOGE https://twitter.com/i/web/status/2018764919219556424 https://twitter.com/i/web/status/2018764919219556424" [X Link](https://x.com/FroehlichThors1/status/2018764919219556424) 2026-02-03T19:13Z [----] followers, [----] engagements "Transportation Either $FDX is doing exceptionally well or the Shipping Index is wrong and / or $UPS laid off [-----] people by mistake. Which one is it UPS trading at 6x earnings Fedex trading at 18x earings https://twitter.com/i/web/status/2019152480437711152 https://twitter.com/i/web/status/2019152480437711152" [X Link](https://x.com/FroehlichThors1/status/2019152480437711152) 2026-02-04T20:54Z [----] followers, [---] engagements "Good Morning So far there are plenty of very akward speculations out there what may have caused this crash. So far the most compelling explanation imo has been provided from @TheOtherParker_ - he points into the direction of $IBIT and its options market - probably amplified by the dislocations in the #Silver market coming out of Asia (see my previous tweet). I am trying to get hold of a former collegue of mine who has the biggest market share in trading options across Europe - he may have some insights. But reading through the material from Parker is a good starting point imo and it goes back" [X Link](https://x.com/FroehlichThors1/status/2019674297501905056) 2026-02-06T07:27Z [----] followers, [----] engagements "This information could be spooking people and might be misleading - the culprits seem to be $IBIT options and cross-asset / cross-exchange deleveraging. Just to put things into perspective. As of [--] Jan [----] IBIT held [------] BTC As of [--] Feb [----] IBIT held [------] BTC = 2% reduction. BlackRock just deposited another [----] $BTC($281M) and [----] $ETH($11M) to Coinbase Prime. https://t.co/qmuDIrPHc6 https://t.co/7aGBFsTRcs BlackRock just deposited another [----] $BTC($281M) and [----] $ETH($11M) to Coinbase Prime. https://t.co/qmuDIrPHc6 https://t.co/7aGBFsTRcs" [X Link](https://x.com/FroehlichThors1/status/2019752367269228640) 2026-02-06T12:37Z [----] followers, [---] engagements "TREASURY BONDS BUY BACKS Compression of the term premia (10Y+) [----] (last full Biden year) $43B in buy-backs [----] (first full DJT year (2nd term)) $196B in buy-backs Impact ⚠ No new money created but [--] You "massage" bond yields [--] You improve velocity of financial assets as turned into cash in the hands of the investor who tendered the bonds https://twitter.com/i/web/status/2020187448492400821 https://twitter.com/i/web/status/2020187448492400821" [X Link](https://x.com/FroehlichThors1/status/2020187448492400821) 2026-02-07T17:26Z [----] followers, [---] engagements "CONCLUSION If this trend continues and the Fed may cut rates (potentially followed by QE into a recession) $TLT should be ticking up imo. We have many variables supporting an uptick US government bonds. https://twitter.com/i/web/status/2020189312793329703 https://twitter.com/i/web/status/2020189312793329703" [X Link](https://x.com/FroehlichThors1/status/2020189312793329703) 2026-02-07T17:34Z [----] followers, [----] engagements "That is factuallly wrong- it was part of the delta management during the sell-off driven by high vol in IBIT options. @QuintenFrancois IBIT's $10B+ record day in the dip says it all institutions are buying. Structure changed. Higher lows ahead. @QuintenFrancois IBIT's $10B+ record day in the dip says it all institutions are buying. Structure changed. Higher lows ahead" [X Link](https://x.com/FroehlichThors1/status/2020809068160446888) 2026-02-09T10:36Z [----] followers, [---] engagements "Good Morning Asia is on fire - when 🔄rotation (back) It is pretty obvious that institutional money pools have rotated into #Nikkei and #Kospi (not only #GOLD ). While #Nasdaq has been limping along (flattish) and #Bitcoin nose dived. Some triggered by disclocations in the $JPY carry trade (see previous tweets). Liquidity continued to expand since [--] Oct [----] but rotation evidentially took place - is that money going to return once investors realize that a 50% (Korea) and 20% (Japan) return since October should suffice There is a common misunderstanding that large pools rotate between $BTC" [X Link](https://x.com/FroehlichThors1/status/2021852358444019867) 2026-02-12T07:42Z [----] followers, [---] engagements "@MarioElia9 Yes - I am also long DATs but the risk remains that we are getting roundtripped. The market has thrown the towel on crypto" [X Link](https://x.com/FroehlichThors1/status/2021887215983636807) 2026-02-12T10:00Z [----] followers, [--] engagements "THE HIDDEN AGENDA The Bessent Master Plan 👇 Over $16 billion and counting (YTD) in long-end buybacks. Heres the play: Bessent continues repurchasing older long-dated debt. New issuance is concentrated at the short end of the curve. Meanwhile DJT keeps insisting he wants lower interest rates (as do we all - Id like a unicorn too). The prevailing assumption that Kevin Warsh is a committed hawk may be misplaced. The more likely scenario He advocates for lower rates at the FOMC (soft inflation readings and labour market should provide the necessary tail wind). With increased issuance at the" [X Link](https://x.com/FroehlichThors1/status/2021899061972873643) 2026-02-12T10:47Z [----] followers, [---] engagements "I think hardly anyone on X understands the $JPY carry trade am I right" [X Link](https://x.com/FroehlichThors1/status/2021903807933034769) 2026-02-12T11:06Z [----] followers, [---] engagements "VELOCITY The speed in which capital with #equities exposure has been rotating - both regionally and across sectors is unprecedented. Especially since [--] Oct [----] but the pace gained additional momenum end of Jan / early Feb. It may only be a question of time until this money will find its way back into #crypto to chase additional yield. Who benefitted the most #Nikkei #kospi #Chinatech #Taiwantech Who lost out $BTC #NASDAQ https://twitter.com/i/web/status/2022248955275350318 https://twitter.com/i/web/status/2022248955275350318" [X Link](https://x.com/FroehlichThors1/status/2022248955275350318) 2026-02-13T09:58Z [----] followers, [--] engagements "$MOVE just spiked 11% - that indicates choppiness for equities ❗" [X Link](https://x.com/FroehlichThors1/status/2022307029323329746) 2026-02-13T13:49Z [----] followers, [---] engagements "@Mr_Derivatives Bond vol tells us we get a spanking next week again" [X Link](https://x.com/FroehlichThors1/status/2022333678849016206) 2026-02-13T15:34Z [----] followers, [---] engagements "@sharplink @joechalom I am long in size - but these [--] boys need to visit a communication course" [X Link](https://x.com/anyuser/status/1956746927845892224) 2025-08-16T15:56Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FroehlichThors1 Thorsten Froehlich
Thorsten Froehlich posts on X about $btc, crypto, gold, silver the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -27%
- [--] Month [-------] +52%
- [--] Months [---------] +1,414%
Mentions: [--] #
- [--] Week [---] -32%
- [--] Month [---] +112%
- [--] Months [-----] +1,039%
Followers: [-----] #
- [--] Week [-----] +3.90%
- [--] Month [-----] +32%
- [--] Months [-----] +572%
CreatorRank: [-------] #
Social Influence
Social category influence finance 52.03% cryptocurrencies #5471 stocks 24.8% countries 10.57% technology brands 6.5% currencies 6.1% financial services #871 exchanges #3655 social networks 2.85% travel destinations 1.22%
Social topic influence $btc #955, crypto #6719, gold 10.16%, silver 8.13%, $wif #7, in the 6.5%, inflation #2899, money 6.1%, $eth #546, bitcoin #5056
Top accounts mentioned or mentioned by @henrikzeberg @davehcontrarian @naderalterego @wifforlife @pwebborn @kakashiii111 @warnotmeddling @mrderivatives @truflation @ocinek @ollilainto @marioelia9 @kiraftw92 @seeking_alpaca @dimartinobooth @thebigcyclegame @fundstrat @greatmartis @liathetrader @michaeljburry
Top assets mentioned Bitcoin (BTC) dogwifhat (WIF) Ethereum (ETH) BlueMove (MOVE) Nasdaq666 (NDQ) iShares BTC Trust (IBIT) BlackRock Inc (BLK) BITMINE IMMERSION TECH (BMNR) SPX6900 (SPX) Upexi Inc. (UPXI) BlackCoin (BLK) SBET (SBET) Strategy (MSTR) Solana (SOL) Vixco (VIX) Bonk (BONK) Pepe (PEPE) Mario Coin (COIN) Energizer Holdings, Inc (ENR) Dogecoin (DOGE) PLATINUM (PLATINUM)
Top Social Posts
Top posts by engagements in the last [--] hours
"$COIN $Altseason - If the market wakes up $COIN will thrive. It has underperformed $TOTAL over the last [--] month. We should expect a significant bounce unless #crypto falters. 3M versus 1M:"
X Link 2025-11-19T13:52Z [----] followers, [---] engagements
"$RUT (#Russell 2000) versus $NDQ (#Nasdaq) Since the recent pull-back investors seem to be rotating from tech into small caps"
X Link 2025-11-25T14:59Z [----] followers, 14K engagements
"#Germanys consumers called in sick - and their stocks caught the flu. While the DAX is up a healthy 21% YTD its consumer champions are busy doing the opposite shedding [--] - 30% like its a competitive sport. Meet the bottom three performers: $BEI Beiersdorf (consumer staples apparently optional) - Note: GLOBAL BRAND $ZAL Zalando (online shopping offline returns) $ADS Adidas (sportswear now practicing endurance loss) - Note: GLOBAL BRAND Zoom out and the long-term picture offers little comfort. Over [--] years the DAX is up 79% - but these names clearly missed the memo: Zalando: down 72% (fast"
X Link 2025-12-28T11:09Z [----] followers, [---] engagements
"The narrative is / was $Silver - and it sucked up $Palladium and $Platinum with it. People who had bought on [--] Dec [----] would be down considerably. As dangerous a falling knife can be the other direction can be as toxic"
X Link 2025-12-31T08:33Z [----] followers, [----] engagements
"$UPXI - same same but different Again ignoring any dilutive events Upexi seems to carry significant upside provided $SOL will enhance in line with the rest of the market. UPXI is currently trading at $1.91 and mNAV sits at a depressing 0.8x. Assumuning we can reach 2x mNAV. SOL at $300 $11 SOL at $400 $14 SOL at $500 $18 To be trading $30 SOL must reach at least $700/$750 and mNAV has to break through 2.25x Current short interest sits at [----] days to cover which could provide some tailwind in the short to medium term. https://twitter.com/i/web/status/2007863381827686472"
X Link 2026-01-04T17:15Z [----] followers, 24K engagements
"$UPXI - reliable management sticking to their anouncements. This probably had its effect on the share price movement. "Upexi updated its Solana holdings which now stand at [-------] SOL as of January [--] [----]. This represents a 3.2% increase from the [-------] SOL as of October [--] [----]. Lastly Upexi disclosed that it repurchased [------] shares at an average price of $1.92 while CEO Allan Marshall purchased [------] shares in December." https://ir.upexi.com/news-events/press-releases/detail/147/upexi-moves-to-high-return-treasury-strategy"
X Link 2026-01-07T14:51Z [----] followers, [---] engagements
"DOGS - #MemeCoinSeason I wrote about $MOMO a few times - the community just won't let this thing die. Their goal is to take out $SHIBA. Below chart also includes $WIF. Market caps: WIF - $385M SHIBA - $5.1B MOMO - $5.5M A lot of dogs in one 3M chart. https://twitter.com/i/web/status/2010332318091645214 https://twitter.com/i/web/status/2010332318091645214"
X Link 2026-01-11T12:45Z [----] followers, [----] engagements
"$UPXI - issuing convertible debt. They are now entering the game of leverage. Good for shareholders at the short end (less dilution) but b/s has just gone up. The stock may become more volatile in the medium to longterm (comparison: MSTR)"
X Link 2026-01-13T13:38Z [----] followers, [----] engagements
"SIEMENS ENERGY $ENR One of the most hyped stocks in Germany Narrative: Energy transition Issues: Margin pressure (supply chain inflation) Execution risk (geopolitics) Dilution 8x return in [--] years PE ratio = 80x (energy infrastructure AVG: 15-25x) Siemens Energy AG engages in the provision of energy technology solutions. It operates through the following segments: Gas Services Grid Technologies Transformation of Industry and Siemens Gamesa (Wind). https://twitter.com/i/web/status/2012982384921022733 https://twitter.com/i/web/status/2012982384921022733"
X Link 2026-01-18T20:16Z [----] followers, [----] engagements
"rsted - $ORSTED Once celebrated as the Danish renewable energy power house is now waiting for its comeback - the current US administration did not help. rsteds stock fell due to U.S. offshore wind setbacks political/regulatory risk project delays and cost overruns and higher financing costs. A large dilutive rights issue and earnings downgrades further hit confidence. A recovery could be driven by regulatory clarity in the U.S. successful project restarts cost discipline asset sell-downs to reduce leverage and stabilising interest rates restoring offshore wind economics. SIEMENS ENERGY $ENR"
X Link 2026-01-18T20:28Z [----] followers, [---] engagements
"EQUITIES - RISK ON (FOR NOW) High-yield (junk) #bond spreads being very low is generally a positive signal for #equities. It tells you financial conditions are easy default risk is perceived as low and investors are comfortable taking risk. Historically major equity sell-offs are usually preceded by widening credit spreads not tight ones. That said very tight spreads are also a late-cycle signal: they reflect confidence and complacency after good times not foresight. They dont warn you when trouble starts - only that markets are vulnerable if conditions change. In other words: low spreads"
X Link 2026-01-19T13:11Z [----] followers, [---] engagements
"$BLK BlackRock A veritable titan of Wall Street and arguably one of its greatest success stories. With $14 trillion under management roughly $5 trillion of that stems from iShares equity #ETFs - a growth story turbocharged by the era of unprecedented QE. #equity ETFs alone account for over 20% of BlackRocks revenues and thats before we even touch the fees from actively managed equity funds. In short: they are deeply entrenched in the ETF ecosystem. Which brings us to a crucial point for the next market correction: BlackRock is not just riding the waves - they are the waves. In a sell-off"
X Link 2026-01-21T14:54Z [----] followers, [---] engagements
"Government debt to GDP- where to hide #USA #Japan #Germany #China In an economic downturnmarked by disinflation or even the risk of deflationU.S. and German government bonds stand out as premier safe havens. The United States benefits from a uniquely dynamic and resilient economy: flexible labor markets deep capital pools and strong institutional capacity allow it to diagnose problems quickly and respond decisively. Historically it recovers faster than most advanced economies reinforcing confidence in the safety and liquidity of its sovereign debt. Germany by contrast has paid a price for"
X Link 2026-01-23T08:15Z [----] followers, [---] engagements
"$ETH I encourage everyone to watch Larry Finks recent remarks at Davos. As the worlds largest asset manager @BlackRock is clearly positioning #Ethereum as the leading blockchain for tokenizing financial assets. Like it or not Wall Street - and the broader financial system - is moving on-chain. $BMNR $SBET .et al $BMNR BitMine Immersion is an interesting way to play Ethereum. $BMNR BitMine Immersion is an interesting way to play Ethereum"
X Link 2026-01-25T18:48Z [----] followers, 44.7K engagements
"✈US Airlines - Southwest $LUV Another (potential) dog of a company. What bothers me (1) Trading at 64x fwd earnings (2) Pre Covid: EPS: $4.27 (3) Full year 2024: $0.75 (AKA never recovered) (4) Using valuable cash ($2.5B) for a share buyback program into a weakening economy - cash is what burns the fastest at airlines. (5) Given DJT's "love" for LatAm I suspect their LatAm business will come under severe distress (if not already) Southwest Airlines Ends Open Seating Moves To Reservation-Based System https://t.co/Rm0jEkdIvo Southwest Airlines Ends Open Seating Moves To Reservation-Based System"
X Link 2026-01-27T15:52Z [----] followers, [---] engagements
"⚠Deutsche Brse (2007/08 vs. today) Germanys listed stock exchange Deutsche Brse (DB1) seems to be sending a clear signal: the music may soon stop for the DAXand perhaps the broader equity market. Investors are beginning to price in an imminent deflation of the assets flowing through DB1s ecosystem. Remaining long the DAX at this point feels less like investing and more like dancing on a razors edge. https://twitter.com/i/web/status/2016406458649268707 https://twitter.com/i/web/status/2016406458649268707"
X Link 2026-01-28T07:02Z [----] followers, [---] engagements
"$SAP Germanys lone software titan just flashed a caution light: when tech starts to miss it really misses. Once earnings momentum rolls over the corrections wont be gentle. SAP SHARES FALL 11% AS CLOUD BACKLOG GROWTH DISAPPOINTS SAP SHARES FALL 11% AS CLOUD BACKLOG GROWTH DISAPPOINTS"
X Link 2026-01-29T08:28Z [----] followers, [----] engagements
"#Germany versus #USA Germany GDP = $4.5T Debt = $2.7T Gold reserves = $0.6T Debt covered by gold reserves: 22% USA GDP = $30.6T Debt = $38T Gold reserves = $1.3T Debt covered by gold reserves: 2% Good Morning from Germany where the value of the countrys gold reserves has climbed to 496bn. Germany holds [----] tonnes of gold through the Bundesbank. More than [----] tonnes are stored in New York with the rest held in Frankfurt and London. https://t.co/JUbuG3Tze5 Good Morning from Germany where the value of the countrys gold reserves has climbed to 496bn. Germany holds [----] tonnes of gold through"
X Link 2026-01-29T11:40Z [----] followers, [----] engagements
"$WIF - I am sort of a mini dolphin holding 0.01% in WIF supply. As mentioned in my tweet yesterday the melange of the Fed's behaviour the potential incoming new chair and the greed which is driving the US administration may cause the parabolic moves when unexpected liquidity will flush the market - and the late cycle rotation may happen right at the end which will catch people by surprise. https://twitter.com/i/web/status/2016899654026232281 https://twitter.com/i/web/status/2016899654026232281"
X Link 2026-01-29T15:42Z [----] followers, [---] engagements
"In my 25Y in finance I have seldomly seen such a market - $VIX intraday. [----] started bonkers - will continue to be bonkers - and will finish bonkers squared - it is going to dwarf 2007/8 and 1999/00"
X Link 2026-01-29T21:42Z [----] followers, [----] engagements
"🔄ROTATION - TBC We need to watch next week. ETFs take [--] day to settle and physical metals [--] days. Comex futures T+0 (but the OI little changed) Current #crypto market cap $TOTAL: $2.8T #Gold and #Silver market caps since [--] Jan [----]. - Silver dropped ca. from $7.5T to $6.3T = $1.2T - Gold dropped ca. from $41T to $38T = $3T =$4.2T The real impact won't be seen until early / mid next week. https://twitter.com/i/web/status/2017544968550645780 https://twitter.com/i/web/status/2017544968550645780"
X Link 2026-01-31T10:26Z [----] followers, 64.1K engagements
"🔁ROTATION [---] - TBC PANIC or lack thereof A dash of common sense goes a long way. What equities - and especially precious metals like #Gold and #Silver - did on Thursday and Friday triggered one thing and one thing only: a collective expectation that the Great Rotation into #crypto was imminent - which did not happen. If $BTC and $ETH were truly due for the sell-off were seeing today it wouldve shown up yesterday. What were watching now looks far less prophetic and far more pedestrian: Retail panic-selling on thin volumes. Revisit my earlier posts. If theres going to be a rotation from"
X Link 2026-01-31T19:05Z [----] followers, [----] engagements
"As I said I did buy today (WIF and JASMY) - and I am not using terms like "invalidation" that's Paul's job. Crypto is a risk asset and we are still in a bull market - risk assets tend to top out together. Paul helps me in having targets - I do not care when it happens. Read my tweets on the rotation today - I could be wrong but that is what my common sense is telling me. https://twitter.com/i/web/status/2017713149298856188 https://twitter.com/i/web/status/2017713149298856188"
X Link 2026-01-31T21:34Z [----] followers, [---] engagements
"US TREASURY #BONDS - the forgotten asset class Starting point: There is no #inflation (1) The incoming new Fed chair will charme the committee to death to lower rates fast (2% in 2026) (2) The US treasury is buying back old longer dated issuances on steroids (tweeted about it many times now) (3) There is a big skew in favor of short dated funding (see RMP program launch in Dec [----] by the FED) (4) Irrespective of a potentially incoming (big) global recession the US economy is and will slow further - we do not need real QE for yields to head lower The old rule demand and supply still works:"
X Link 2026-02-01T14:50Z [----] followers, [---] engagements
"STOP LOOKING INTO THE REAR MIRROR Central banks dont set #inflation; the economy does. What they can do is steer it - nudging it up or down never commanding it outright. The Fed in my view has erred on the side of excessive restraint perhaps because the FOMC shares a very human bias: we feel things are far more expensive even when the data say otherwise. Whats often underestimated is the sheer velocity of the post-COVID price surge - supercharged by broken supply chains and a tidal wave of global QE. Our perceptions havent caught up. Were still anchoring our judgments to the past while the"
X Link 2026-02-01T15:12Z [----] followers, 19.8K engagements
"US Housing Market I wont be able to opine on the distribution of housing ownership in the United States - @adamtaggart likely has deeper insight on that front. That said if you look further down the thread shared by @DiMartinoBooth the data suggest that housing availability on a per-capita basis is relatively ample. This calls into question the popular narrative of a structural supply shortage which is often advanced by some as justification for heavy-handed interventions. Regulating ownership in my view veers toward a socialist framework and is unlikely to be the right solution. Allowing the"
X Link 2026-02-01T19:22Z [----] followers, [---] engagements
"MONDAY - WATCH IT The $BTC / $ETH doom and gloom will most likely continue on X Watch for slogans like "Smart money is selling" "Blackrock and Fidelity exiting #Bitcoin". "Tom Lee spotted at JFK airport" " $MSTR files for Chapter 11" and crap like that. What is really happening The #ETF managers will have to sell the underylings as result of late redemptions on Friday. https://twitter.com/i/web/status/2018048278147772893 https://twitter.com/i/web/status/2018048278147772893"
X Link 2026-02-01T19:46Z [----] followers, [----] engagements
"#Gold (and lately joined by #silver) is mainly driven by fear - and fear is not a sustainable investment strategy its an emotional condition"
X Link 2026-02-01T22:30Z [----] followers, [---] engagements
"Good Morning - [----] is like a good series on Netflix. You cannot wait to watch the next episode. So now that we know that neither #gold nor #silver is going to replace the $USD until further notice and the stock markets in Asia did surprisingly not crash 10% we may want to draw our attention to an asset class which is desperately sitting in the naughty corner - #crypto maybe And BTW - you may have noticed that $NATGAS is also down 16% and #Oil 6%. This does not mean we have started deflation - this reflects that the market finally realised that we will not get another ice age and USA did not"
X Link 2026-02-02T06:48Z [----] followers, [----] engagements
"$BMNR / $ETH / $SBET et al You can practically watch Tom Lee age six years in the last six months. The real difference between #Ethereum and #Bitcoin isnt ideology - its adoption. Wall Street has embraced Ethereum. #Ethereum is infrastructure. #Bitcoin for now is digital code with a price we collectively agree on - closer to a meme with a market cap than a mature currency. That may change the day your $BTC balance shows up next to your checking account and its treated as a true stand-alone medium of exchange. But as long as BTC trades like a toxic financial product that moment feels distant."
X Link 2026-02-02T10:14Z [----] followers, [----] engagements
"PROBABLY ONE OF THE WORST ACCOUNTS ON X Fake news delivered from @RippleXrpie 440k followers"
X Link 2026-02-03T16:50Z [----] followers, [---] engagements
"2026 The fear in #crypto is telling. The greed in #silver and #gold is telling. The hunger for sector rotation in #equities is telling. The #disinflation data is telling. The #umemployment is telling. The #crazyness of anxious and greedy people is telling. Each of them are telling something else - but together - they are saying: It will be quick and dirty. https://twitter.com/i/web/status/2019056867759030451 https://twitter.com/i/web/status/2019056867759030451"
X Link 2026-02-04T14:34Z [----] followers, [----] engagements
"I would agree with Bessant Druckenmiller (and Warsh). US Treasury Secretary Bessent: I think we can continue to seethe 10-year yield tick down. US Treasury Secretary Bessent: I think we can continue to seethe 10-year yield tick down"
X Link 2026-02-04T18:02Z [----] followers, [----] engagements
"@WIFforLife I have a very significant position in $WIF"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Here we are - $TLT fans. The US Treasury is buying back $2B 20-30Y bonds tomorrow (via tender). Let's have a look at TLT tomorrow shall we"
X Link 2026-02-04T20:37Z [----] followers, [----] engagements
"@DaveHcontrarian @Scottbilly56 Hi David - did you notice the developments in XLP and especially the last few days and whats your take on it"
X Link 2026-02-04T23:01Z [----] followers, [----] engagements
"@HenrikZeberg Good Morning to Meme coins outperforming BTC and ETH is quite something isnt it Even more exciting is the fact that equities have rotated into transportation which is a sign that the market sets up for another rally (and yes - this is actually driven by ISM)"
X Link 2026-02-05T06:55Z [----] followers, [----] engagements
"@PWebborn Good Morning Paul I'd rather have a donkey - does not need petrol only water"
X Link 2026-02-05T07:32Z [----] followers, [---] engagements
"Good Morning - this is not [----] (yet) Back in the days there was no X (Twitter) - the biggest social media platform for capital markets "specialists" without anyone controlling what rumours are spread. 1st There should be considerable doubts when one is spreading news about the potential insolvency of an exchange whilst at the same time the very same entity (or a subsidiary) exchanges stablecoins into $BTC. 2nd Have you noticed that despite getting hammered Michael Saylor remains notably absent and does not comment any of the rumours that $MSTR is about to go under Fact is: Their first debt"
X Link 2026-02-05T07:55Z [----] followers, [----] engagements
"Remember to keep an eye on $TLT today. Every time the US treasury announced a buy back at the longer end in [----] TLT went up. If you fancy verifying go check yourself. Bonds are NOT dead $16B and counting. Here we are - $TLT fans. The US Treasury is buying back $2B 20-30Y bonds tomorrow (via tender). Let's have a look at TLT tomorrow shall we https://t.co/LCtAazp4i2 Here we are - $TLT fans. The US Treasury is buying back $2B 20-30Y bonds tomorrow (via tender). Let's have a look at TLT tomorrow shall we https://t.co/LCtAazp4i2"
X Link 2026-02-05T08:06Z [----] followers, [---] engagements
"$WIF After I went for a walk with Bennie this morning I decided to increase my position in WIF by another 5%"
X Link 2026-02-05T08:14Z [----] followers, [----] engagements
"@HenrikZeberg Beautiful place - lovely pubs / bars at this spot but the beer is very expensive. Denmark is just doing too well :-)"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"@HenrikZeberg More than this candle I bet at the US open we get hammered again"
X Link 2026-02-05T11:06Z [----] followers, [----] engagements
"THE FUTURE IS UPON US Whilst everyone is busy calling for the end of all of #crypto Elon is making progress with his desire to die on Mars. Now trading close to 400x everyone seems to have forgotten about [----]. Elon and his army of robots will bring the cure. Amen. $TSLA UBS: SpaceX-xAI Merger Signals Rise Of "Orbital AI" https://t.co/4SLYJSrB8A UBS: SpaceX-xAI Merger Signals Rise Of "Orbital AI" https://t.co/4SLYJSrB8A"
X Link 2026-02-05T11:22Z [----] followers, [---] engagements
"That was me :-) 😍 $WIF"
X Link 2026-02-05T11:39Z [----] followers, [---] engagements
"@kakashiii111 Loads of corporate bonds coming our way"
X Link 2026-02-05T12:04Z [----] followers, [---] engagements
"Capital Markets on X Accounts flip-flipping from one narrative to the next keep digging out old random tweets telling you "I saw it coming". Rarely you will find quality people who are consistent in their thesis. Reminder: 75% of all accounts on X are younger than [--] years old and are lagging basic macro and sentiment knowledge. https://twitter.com/i/web/status/2019385470417834165 https://twitter.com/i/web/status/2019385470417834165"
X Link 2026-02-05T12:19Z [----] followers, [---] engagements
"BoE left rates unchanged at 3.75% - but hinted towards a lowering. The ECB shows satisfaction that inflation is coming home which indicates that they might cut in the not so distant future. That means we have the Fed BoE ECB expected to cut rates further into [----] - bonds are not dead. We kept our key interest rates at their current levels. We did this because we see inflation stabilising where we want it to be: 2%. Read todays monetary policy decisions https://t.co/YDUtYLHQxy https://t.co/2SRFCdxWJf We kept our key interest rates at their current levels. We did this because we see inflation"
X Link 2026-02-05T13:23Z [----] followers, [---] engagements
"#inflation U.S. OIL FALLS MORE THAN 3% TO INTRADAY LOWS U.S. OIL FALLS MORE THAN 3% TO INTRADAY LOWS"
X Link 2026-02-05T14:19Z [----] followers, [---] engagements
"If this statement from Binance's CZ is accurate - Jacob disqualifies himself as a klick baiter. One of them is not telling the truth: https://t.co/ixw9cknx2C One of them is not telling the truth: https://t.co/ixw9cknx2C"
X Link 2026-02-05T14:27Z [----] followers, [---] engagements
"This is the 3rd time I am adding $WIF today - rationale: The fear in #crypto cannot get any worse. Why not any large caps - because they have less velocity. Imo this current flush is primarily driven by a reset in equities. $WIF After I went for a walk with Bennie this morning I decided to increase my position in WIF by another 5%. https://t.co/kH46Xc0HSA $WIF After I went for a walk with Bennie this morning I decided to increase my position in WIF by another 5%. https://t.co/kH46Xc0HSA"
X Link 2026-02-05T15:26Z [----] followers, [----] engagements
"The market is finished with $BTC - provided this chart is accurate. Liquidation Map - Ive never seen it this skewed short before. Literally no longs remain. 83m to $65000 and $28b shorts to $109k. https://t.co/4CGecJZ7wS Liquidation Map - Ive never seen it this skewed short before. Literally no longs remain. 83m to $65000 and $28b shorts to $109k. https://t.co/4CGecJZ7wS"
X Link 2026-02-05T15:53Z [----] followers, [----] engagements
"@ecb @Lagarde When @truflation are you coming to Europe"
X Link 2026-02-05T16:21Z [----] followers, [---] engagements
"$TOTAL holding hands with $RUT - Day [--] The panic attacked was / is caused by an equities reset and many rotten accounts doomposting"
X Link 2026-02-05T16:27Z [----] followers, [---] engagements
"$VIX - last time I checked DJT did not announce any tarifs or did he"
X Link 2026-02-05T16:32Z [----] followers, [----] engagements
"Silver will remain wild - driven out of Asia. maybe we should squeeze the shit out of this guy huh maybe we should squeeze the shit out of this guy huh"
X Link 2026-02-05T17:20Z [----] followers, [---] engagements
"One last (4th) buy in $WIF for the day a few moments ago - what a day"
X Link 2026-02-05T21:12Z [----] followers, [---] engagements
"TODAY IS A VERY IMPORTANT DAY TO REMEMBER Most of you will remember 5th of February as one of the biggest sell-offs in #crypto - but the more important thing to remember: The $USD and US governments bonds are still where people are going to hide when things get iffy. $TLT is up 1% $TLT - I am going to call this off. TLT is up because everyone is shtting their pants. I was hoping to see an effect from the announced buy back starting at 1:40 pm. Until next time. https://t.co/WQ1LNiXZ9B $TLT - I am going to call this off. TLT is up because everyone is shtting their pants. I was hoping to see"
X Link 2026-02-05T21:36Z [----] followers, [----] engagements
"Hi Andrew I am not following Ben - but I guess everyone needs to make their own judgment call on the time horizon and risk profile. Me for example I play hard in risk assets - but I have rotated +/- 50% of my assets in US government bonds in Sept [----]. My crypto book looks like a war zone with plenty of bodies but I am happy to ride it out - and I was a big buyer today. I als keep hanging onto my miners which I bought last summer - as earning season is upon us for 4Q [----]. The discussion who is right or wrong is totally obsolete in my mind. https://twitter.com/i/web/status/2019527083802914937"
X Link 2026-02-05T21:42Z [----] followers, [--] engagements
"@WarNotMeddling Should spot buying and liquidity find its way back into crypto this will be a bloodbath for the shorts indeed"
X Link 2026-02-05T21:43Z [----] followers, [--] engagements
"@dogwifcoin I was a bigt buyer in $WIF today. 😍"
X Link 2026-02-05T21:50Z [----] followers, [----] engagements
"As mentioned in one of my tweets: credits breaks before equities - not the other way round (assuming below information is accurate). CIFR raised $2B at $6.125% and the bonds are already trading up. This is a key tell that everything youre seeing in the stock market right now is fear narratives and algos. See you next week. CIFR raised $2B at $6.125% and the bonds are already trading up. This is a key tell that everything youre seeing in the stock market right now is fear narratives and algos. See you next week"
X Link 2026-02-05T23:44Z [----] followers, [---] engagements
"One of the reasons for Silver trending lower - nothing to do with crypto. CME is trying to reduce the open interest because they are running out of physical. CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect after the close of Friday Feb [--] [----] https://t.co/79muikRcbx CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going"
X Link 2026-02-05T23:49Z [----] followers, [---] engagements
"⚠SELL-OFF - potential plausible explanation (without evidence but based on maths and experience) I suspect many #crypto exchanges recently started to offer levered trading on precious metals to get a slice of the FOMO pie. I have no substance to prove this - but the forced selling typically stems from the asset / asset class with the biggest draw downs / volatility and crypto got caught up in the SHANGHAI and COMEX crossfire on #SILVER and #GOLD This is not crypto loosing the plot - this is precious metals spilling over to crypto and some accounts are forced to sell because they either"
X Link 2026-02-06T01:58Z [----] followers, [----] engagements
"Raoul - perhaps you should start looking at the sliver / PM futures market and the spill-over effects into crypto. Having worked as a macro fund manager at GLG you could be a credible person explaining the crypto community whats going on. Its pretty simple to explain when you look at the draw downs in precious metals - but silver especially. 🙏 https://twitter.com/i/web/status/2019599562772516998 https://twitter.com/i/web/status/2019599562772516998"
X Link 2026-02-06T02:30Z [----] followers, [----] engagements
"Conclusion for me: Any service provider who offered #crypto "intelligence" products on-chain liquidity and god knows what kind of BS added value can flush their products down the toilet unless you figure out how to make it cross-asset class including the ETF and corresponding options market"
X Link 2026-02-06T07:53Z [----] followers, [---] engagements
"@PWebborn Morning Paul - added some comments in Substack. Have a look. Best Thorsten"
X Link 2026-02-06T09:22Z [----] followers, [---] engagements
"US HOUSING MARKET - Florida Supply ain't gonna be the problem anytime soon in Florida. The Silver Wave starts in the Sunshine State. The Silver Wave starts in the Sunshine State"
X Link 2026-02-06T13:04Z [----] followers, [---] engagements
"When things get hammered like this all what counts is velocity to recover your losses imo. $WIF versus $BTC"
X Link 2026-02-06T13:37Z [----] followers, [---] engagements
"TIME TRAVEL - 2008/09 $BANK When everything looks utterly annihilated defy fear and gather the fragments - knowing full well that courage sometimes invites another painful drawdown. https://twitter.com/i/web/status/2019769390518907176 https://twitter.com/i/web/status/2019769390518907176"
X Link 2026-02-06T13:45Z [----] followers, [---] engagements
"@krugermacro Crypto got lucky that no moron of a trader was caught up being short silver today. Monday might be different again. Crypto traders fishing in the wrong pont full of nasty fish - commodities is real whales crypto is goldfish"
X Link 2026-02-06T18:32Z [----] followers, [---] engagements
"People are getting nerveous about $BTC getting hammered or rallying +/-10% - meanwhile $SILVER yanks up +/-20% every day. Dear crypto degens leave commodities to the big boys if you want crypto going to Valhalla"
X Link 2026-02-06T18:37Z [----] followers, [---] engagements
"Good Morning Here we go again. Backdoor threats against China and others. #tariffs keep flying back like a boomerang. Now all eyes on Truth Social to see what fresh absurdity the Rotten 🍊 will unleash this weekend. HINT: Germany is trading primarily pharma with Iran. Im still holding out for Chancellor Merz in full Lederhosen - history demands it. Let's have him on Truth Social. Donald Trump has threatened to impose punitive tariffs on Iran's trading partners Donald Trump has threatened to impose punitive tariffs on Iran's trading partners"
X Link 2026-02-07T07:34Z [----] followers, [---] engagements
"$BTC There is still suprisingly very little understanding that #Bitcoin has transitioned into an asset class which is impacted by a lot of forces which were not around 1-2 years ago. It has transitioned into an asset which is now heavily influenced by multi-asset developments. Those days are gone If you want to keep "aping" by the old rules you need to stay in the degenerated trenches going down the curve. PRODUCTS ETFs Derivatives (Options Auto-Callables etc.) Other synthetics Bitcoin is now ruled by people in chinos suits and sometimes they even wear ties. Gone are the days when kids"
X Link 2026-02-07T09:01Z [----] followers, [----] engagements
"Note: Bear Sterns was also not rescued. They were bought by JPMorgan for $2 / share in March 2008"
X Link 2026-02-07T11:11Z [----] followers, [---] engagements
"THE GREAT (REVERSE)🔄 ROTATION ERROR DRIVEN BY FOMO #Crypto $TOTAL kicked off [----] with a surprisingly strong opening finally attempting to claw back some of the damage inflicted after the events of 10-10-2025. To me the chart tells a pretty blunt story: Crypto traders caught a textbook case of FOMO - and rotated straight into #Gold and #Silver at exactly the wrong time. A likely chain of events [--] Jan Precious metals - especially silver - ignite a powerful rally. [--] Jan FOMO takes the wheel. Capital rotates out of crypto and into silver and gold as traders chase momentum. [--] Jan The metals"
X Link 2026-02-07T19:04Z [----] followers, [---] engagements
"Damn it - we are really running out of time folks. The GLOBAL LIQUIDITY INDEX by Michael Howell is really flashing red - the momentum is stalling. One last push driven by sentiment and FOMO we need"
X Link 2026-02-07T20:06Z [----] followers, [----] engagements
"@HenrikZeberg But CNBC said yesterday at the Closing Bell that "It is just the beginning" 🤡"
X Link 2026-02-07T20:08Z [----] followers, [---] engagements
"@TheBigCycleGame @HenrikZeberg Matthias I need to hurry up with my Blackrock thesis"
X Link 2026-02-07T20:09Z [----] followers, [---] engagements
"MAIN STREET over WALL STREET (but keep them on the drip) It's Election Year - $1.13T sitting on the TGA shelf by [--] Feb [----] Some of the money sitting in the TGA will finds its way into financial markets but do not be fooled that is is going to carry us into the end of year - the vast majority will end up in the "real" economy. The Reserve Managment Program (RMP) launched by the Fed in Dec [----] keeps the banks at bay - proper QE will come later (after the bubble popped). Disclaimer I suspect they are holding that money back on purpose trying to sail the markets and the economy into the Mid"
X Link 2026-02-07T20:27Z [----] followers, [---] engagements
"This GAMMA stuff is making me nerveous - that is the velocity of delta - i.e. how fast an underlying can swing. It goes both ways. Hello $IBIT. But does @fundstrat think it is a likely scenario 🙏🙏 But does @fundstrat think it is a likely scenario 🙏🙏"
X Link 2026-02-07T21:08Z [----] followers, [---] engagements
"CREDIT WHERE CREDIT IS DUE but. I think @great_martis has been absolutely outstanding - his calls on $BTC and precious metals have been consistently spot-on. Congratulations where theyre due. That said gold is surging for a reason he appears to be overlooking. BONDS On this front I believe he will be wrong. U.S. Treasuries - particularly at the long end - are likely to rally into the end of [----]. The much-discussed surge in Japanese yields is being overstated and is largely confined to the extremely illiquid 3040Y segment. More attention should be paid to whats happening in the U.S. Treasury"
X Link 2026-02-07T21:29Z [----] followers, [----] engagements
"And since you are in Australia they are hiking because your entire econcomy is based on commodities which are running hot. Macro"
X Link 2026-02-07T21:31Z [----] followers, [---] engagements
"🧨The 401(k) time bomb - USA Compared to the chart below the S&P [---] ( $SPX ) doesnt exactly inspire confidence. 401(k)s - those privately managed retirement vehicles holding roughly $10 trillion in assets - are heavily tied to the stock market. About 44% of that - call it $4.5 trillion - is parked in S&P 500linked products (AKA ETFs). Overall roughly 70% of 401(k) assets or $7 trillion are invested in equities. Heres the kicker: Roughly half of 401(k) owners are baby boomers hovering around [--] years old. These are folks with vivid memories of the DotCom crash and the Global Financial Crisis."
X Link 2026-02-07T22:31Z [----] followers, [----] engagements
"#Bond yields (in the US) are trading slightly elevated (despite rate cuts) because of the strong demand for #equities and #GOLD to some extent - that has absolutely nothing to do with inflation fears whatsoever. It's called ASSET ALLOCATION. CREDIT WHERE CREDIT IS DUE but. I think @great_martis has been absolutely outstanding - his calls on $BTC and precious metals have been consistently spot-on. Congratulations where theyre due. That said gold is surging for a reason he appears to be overlooking. BONDS On this CREDIT WHERE CREDIT IS DUE but. I think @great_martis has been absolutely"
X Link 2026-02-07T22:46Z [----] followers, [----] engagements
"Hi Dave I asked you a little while ago if Silver is driven by the dislocation in the futures market and the fact that the exchanges are running empty on physical supply - which you said has nothing to with all of this. Now you seem to aknowledge the fact that the round robbing between Shanghai and COMEX does have an impact which is very obviously one of the key drivers. The longs and the shorts are both sucking the physical market empty - and SLV is the playing ball in the middle of this storm. Do you agree https://twitter.com/i/web/status/2020272085554057269"
X Link 2026-02-07T23:02Z [----] followers, [----] engagements
"@ocinek The ISM is a survey - and when the real economy expands it sucks money from the financial system"
X Link 2026-02-07T23:20Z [----] followers, [--] engagements
"@Liathetrader Move to Europe - its so tiny you can take the train. Plus we have very good nursing homes in the mountains. They take people from the age of [--]. You get a room with a view. 😂"
X Link 2026-02-08T07:18Z [----] followers, [--] engagements
"Transportation #Inflation The composition of @truflation differs markedly from that of the BLS and its current headline reading of [--] bps is at first glance striking (versus 2.7% from the BLS). The top-line figure warrants much closer scrutiny: only by examining the underlying components can one begin to understand what is happening in the economy. To me one of the clearest signals that a traditionally consumer-led U.S. economy may be losing momentum lies in the transportation component. It experienced a pronounced decline over the Christmas holiday season - a period that would normally see"
X Link 2026-02-08T10:39Z [----] followers, [---] engagements
"Valhalla is upon us - Germany's financial press Welcome to [----] Some Highlights Pensioners could afford 100% in equities Wood suggests Tesla's cash flow will explode Bayern LB (Germany's biggest PM dealer) running out of stock Dow Jones closes above [-----] https://twitter.com/i/web/status/2020493385115595155 https://twitter.com/i/web/status/2020493385115595155"
X Link 2026-02-08T13:42Z [----] followers, [---] engagements
"We have to wait for the actual confirmation of the purchase price - but the last few purchases were very poorly exercised imo and this erodes confidence in $MSTR. If this person in charge of executing these trades would be working on an investment bank's trading desk he / she would have walked out with a box including personal belongings a long while ago. $BTC Orange Dots Matter. https://t.co/QYLQpgoWbQ Orange Dots Matter. https://t.co/QYLQpgoWbQ"
X Link 2026-02-08T14:22Z [----] followers, [----] engagements
"The Rotten 🍑 - no day goes by without a disgraceful tweet"
X Link 2026-02-08T15:55Z [----] followers, [---] engagements
"Should software see another sell-off $BTC ( $IBIT ) will likely also suffer again - keep an eye on $IGV given their close correlation multi-strat funds have both in the same risk bucket - and remember Gamma which can amplify things. Therefore wick down below $60k is not out of question and widely discussed - if it happens the bears will claim victory. Let's see if Alts will hold up better $ETH $SOL. There is nothing more hated in the market than Software https://t.co/f0pHXZMqnk There is nothing more hated in the market than Software https://t.co/f0pHXZMqnk"
X Link 2026-02-08T21:36Z [----] followers, [----] engagements
"@Mr_Derivatives Remember Jesus"
X Link 2026-02-08T21:54Z [----] followers, [---] engagements
"#Silver has become a madhouse / total casino. [--] or [---] - anything is possible. People will get burned badly - watch margins getting hiked again. Alright silver trading is about to resume at the Comex and at the end of this week the SHFE and SGE will also shut for holidays till the 24th of Feb. Hence whatever mess in Shanghai (trading here resumes in 3h) it will likely have to be dealt with this week. Time to get ready https://t.co/IjLUELFmW7 Alright silver trading is about to resume at the Comex and at the end of this week the SHFE and SGE will also shut for holidays till the 24th of Feb."
X Link 2026-02-08T22:19Z [----] followers, [---] engagements
"I think Tom Lee is a true visionary - he made a few long term strategic calls in the past which worked out. He should stop going on CNBC making absurd price calls including very tight time lines - but he would not get invited anymore - because thats what people want to hear - when do we reach which price targetit never worked it never will - pure luck if it does. $ETH $BMNR $SBET"
X Link 2026-02-08T22:37Z [----] followers, [----] engagements
"But I thought tariffs are paid by the government of exporting countries - I am confused. 😵💫 Thats what the president said right Tariffs erase most of the benefit of the retroactive tax cuts people will be getting in their tax refunds this year. https://t.co/Q1wJj2ztsi https://t.co/S5itHfg8dd Tariffs erase most of the benefit of the retroactive tax cuts people will be getting in their tax refunds this year. https://t.co/Q1wJj2ztsi https://t.co/S5itHfg8dd"
X Link 2026-02-09T06:37Z [----] followers, [---] engagements
"@MacroEdgeRes China is worried about the CNY as the printer is running hot"
X Link 2026-02-09T08:06Z [----] followers, [---] engagements
"IMO this could be interpreted that China is concerned about its own currency given the monetary expansion. This may imply that they will accelerate #Gold purchases which could drive prices higher - amplified by further FOMO. Despite a softer $DXY the $CNY continues to weaken against the Dollar which may suggest the PBoC is struggleing to keep their currency under control Domestically. Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions #MacroEdge Chinese officials have urged banks to limit purchases"
X Link 2026-02-09T08:39Z [----] followers, [---] engagements
"#Crypto got rattled - any it may be shaken even further. Irrespective of short term developments $ETH has an actual use case whilst $BTC is a store of hypothetical value which is driven by its believers and / or disbelievers. Wall Street has decided to bring financial assets on chain - that is a given. Both $BMNR and $SBET are good choices and have currently no leverage. SBET will be subject to further dilution should #Ethereum recover - be prepared. BMNR is a more mature asset. The short interest for SBET remains elevated at 13.45% as per [--] Jan [----] (hardly unchanged from [--] Dec [----] and 15"
X Link 2026-02-09T09:04Z [----] followers, [----] engagements
"$ETH - 🔁 I recommend this read - always get different opinions. Bias is your enemy unless you are called Stanley Druckenmiller and have really deep pockets (and balls). https://www.1995digitalassetresearch.com/p/why-ethereum-is-the-markets-biggest https://www.1995digitalassetresearch.com/p/why-ethereum-is-the-markets-biggest"
X Link 2026-02-09T09:40Z [----] followers, [---] engagements
"There will a be slow reaction to the - and people will catch FOMO again. @i_am_jackis It will get worse before it get's better - and people will be caught offguard when Blitz. @i_am_jackis It will get worse before it get's better - and people will be caught offguard when Blitz"
X Link 2026-02-09T10:08Z [----] followers, [---] engagements
"This is almost too bad to be true - where does $MSTR buy its $BTC - through which entity $MSTR - again blissful execution. https://t.co/843MD79gWt $MSTR - again blissful execution. https://t.co/843MD79gWt"
X Link 2026-02-09T14:51Z [----] followers, [---] engagements
"This almost looks like they have an entity in between taking margin / profit in between - funneling capital off balance sheet. Does anyone know"
X Link 2026-02-09T14:54Z [----] followers, [---] engagements
"@kakashiii111 I am dead serious.every single purchase is more or less at the weekly peak. Even my late mother would have done a better job. This looks like they are using another entity purchasing the BTC to take a margin - don't you think / we shall look"
X Link 2026-02-09T15:20Z [----] followers, [--] engagements
"@michaeljburry But I tell you what though the 100Y Austrian bond trading at 30c on the Euro is going to rise from the ashes when Madame Lagarde switches on the printer again because Germany's and France's inflation is low enough to bolster Europe which has been limping along since Covid"
X Link 2026-02-09T16:32Z [----] followers, [---] engagements
"Fuel for equities in the next few weeks / months - credit has entered the banana 🍌 zone. TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats expected to be $15bn BBG reports citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering showing investor hunger to buy debt tied to https://t.co/Z5Kyxqbq11 TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats expected to be $15bn BBG reports citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond"
X Link 2026-02-09T17:21Z [----] followers, [---] engagements
"BACK TO THE DRAWING BOARD Your 4y cycle is gone for good The sudden silence narrative pivots and outright disappearances of many self-styled #crypto influencers say far more than any thread ever could. It exposes a startling lack of understanding of todays crypto market - especially #Bitcoin now operating in a very different regime with $IBIT playing a dominant role. The market is no longer a closed loop. New forces are pushing and pulling price action and last week made that painfully clear: many were taken to school by a well-orchestrated trade. Crypto may be cleaner than it once was after"
X Link 2026-02-09T18:44Z [----] followers, [---] engagements
"Hungary is the EU member sabotaging everything on this side of the Atlantic - obviously the Rotten 🍑 likes Orban. There is this great desire to be worshipped by villains"
X Link 2026-02-09T19:45Z [----] followers, [---] engagements
"@Fibonacci_TA Buy nappies - Procter & Gamble. 😍"
X Link 2026-02-10T08:26Z [----] followers, [---] engagements
"$BTC - the most oversold ever (weekly) Equities and Gold have been stealing the show - combined with a force majeure (10-10) and option traders yanking $IBIT (see BTC vol) - the mother of all storms. Versus #GOLD [-----] RSI Versus $NDX [-----] RSI https://twitter.com/i/web/status/2021168611369320780 https://twitter.com/i/web/status/2021168611369320780"
X Link 2026-02-10T10:25Z [----] followers, [---] engagements
"And the @handelsblatt recently issued an article that pensioners could afford 100% allocation towards equities. This is madness to publish such an article - as the leading financial newspaper in Germany. There must be someone left in your company who remembers DotCom What could possibly go wrong Good Morning from #Germany where stock market culture is booming at least among retail investors. Net inflows into equity funds and equity ETFs rose to nearly 52bn last year making it the second-best year on record after the boom year of [----] when German investors put https://t.co/M2zeM7c1PG Good"
X Link 2026-02-10T10:37Z [----] followers, [---] engagements
"@0xG00gly This looks like they are using an SPV taking a margin - funnelling capital off balance sheet. This is not te first time the pricing is off"
X Link 2026-02-10T11:16Z [----] followers, [--] engagements
"#Crypto comedy When memes are outperforming $ETH for over [--] month it is probably fair to assume that #Ethereum 's drawdown has been triggered by an exogen shock - won't you think so Also the degenerated trenches seem to be supportive of what they call #Altseason2026 🍀 $WIF $DOGE $BONK $PEPE https://twitter.com/i/web/status/2021185568168669689 https://twitter.com/i/web/status/2021185568168669689"
X Link 2026-02-10T11:32Z [----] followers, [---] engagements
"CREDIT versus EQUITIES [--] Dec [----] Jim Cramer (TheStreet) this column by Jim Cramer highlights strong action in semiconductor stocks and reflects bullish sentiment on that days market action. Today The hyperscalers are issuing debt in unprecedented size. As long as we see 7x oversubscription into an overheated AI sector risk remains on for equities. There is still plenty of risk capital available - potentially spreading even more into equities and later crypto (again) as investors are chasing yield. This is now the final phase of this super bullrun where greed as taken over and some assets"
X Link 2026-02-10T12:23Z [----] followers, [---] engagements
"@HenrikZeberg The panic cuts in [----] did no boost equities / risk assets because we were already too deep in the mud. Different this time"
X Link 2026-02-10T14:31Z [----] followers, [----] engagements
"I think the US administration is holding back money on purpose - to keep its flexibility propping the markets and econcomy into the Mid Terms. There is no rational explanation why the TGA remains that bloated"
X Link 2026-02-10T14:35Z [----] followers, [---] engagements
"Bessent on the move again - this time a $2B buy-back of 10-20Y bonds The TGA should hit ca. $1.1T today following the $105B raise last week. https://twitter.com/i/web/status/2021234100573479178 https://twitter.com/i/web/status/2021234100573479178"
X Link 2026-02-10T14:45Z [----] followers, [---] engagements
"Low inflation & high debt = TOXIC MELANGE Germanys two utility giants E.ON $EOAN and RWE $RWE treated cheap credit pre-GFC like an all-you-can-eat buffet. The bill arrived later: crushed stock prices bloated balance sheets and a masterclass in why high leverage + low inflation = long-term shareholder indigestion. https://twitter.com/i/web/status/2005240016130195625 https://twitter.com/i/web/status/2005240016130195625"
X Link 2025-12-28T11:30Z [----] followers, [---] engagements
"#Tariffs 🤡 My wife works for Kao Brands a global Japanese company behind beauty and cosmetics names you probably know - Molton Brown Curl Jergens Guhl John Frieda to name a few. Their products cross borders multiple times just to be finished. You cannot imagine the damage current tariff policies are causing. Beyond the basic truth that tariffs kill prosperity - and are ultimately paid by consumers - companies are now forced to slow postpone or outright cancel CAPEX due to a level of uncertainty that borders on the absurd. The likely sequence is painfully predictable: recession and deflation"
X Link 2026-01-25T14:23Z [----] followers, [---] engagements
"HOUSING MARKET IN THE US LOOKS DYRE & INCREASINGLY ILLIQUID Would be interesting to know what triggered these cancellations - are we seeing banks turning down clients (like we see in car loans) @DiMartinoBooth 40k US home purchases were canceled in December which equates to 16.31% of all homes under contract. That's the highest cancellation percentage on record. https://t.co/heIfg3BTrc 40k US home purchases were canceled in December which equates to 16.31% of all homes under contract. That's the highest cancellation percentage on record. https://t.co/heIfg3BTrc"
X Link 2026-01-26T18:08Z [----] followers, 41.9K engagements
"$GOLD - $SILVER - $PLATINUM - $PALLADIUM - $COPPER - $ALUMINIUM (next) - $BTC - #BONDS (no one believes)"
X Link 2026-01-29T15:10Z [----] followers, [---] engagements
"If you ask me these US markets are not ready yet. $RUT vs. $NDQ vs. $SPX As long as the broader market recovers faster in a sell-off we are still in a very strong bull market"
X Link 2026-01-29T17:11Z [----] followers, [---] engagements
"If she didn't have such a bad track record and being in Elon's pocket I'd be saying she has a point. Could Warren Buffet or another true legend pls come forward sharing their thoughts Thank your for your attention to this matter. $ARK versus $NDQ Odds are high that the gold price is heading for a fall. Intraday today the market cap of gold as a percent of the US money supply (M2) hit an all-time high: higher than its peak in [----] when inflation and interest rates soared to the mid-teens and even more shocking. https://t.co/3nHLqIK22t Odds are high that the gold price is heading for a fall."
X Link 2026-01-30T12:49Z [----] followers, [---] engagements
"Despite obvious funding constraints hitting #AI cancellations of data center projects private debt's exit options for AI (i.e. massive funding gap risk) - this market will not bend. There is plenty of gas in the tank left. Stocks down last week on dumb AI disruption vibes social media panic bouncing https://t.co/PF6sC71L0q Stocks down last week on dumb AI disruption vibes social media panic bouncing https://t.co/PF6sC71L0q"
X Link 2026-02-02T13:22Z [----] followers, [---] engagements
"@DaveHcontrarian Remarkable indeed. You must see a hell of a lot of downside for the DXY"
X Link 2026-02-03T14:42Z [----] followers, [----] engagements
"EUROPE With these umemployment and inflation readings coming in for some of the EUR countries - the ECB will be cutting rates in the the not so distant future. https://twitter.com/i/web/status/2019039671821402399 https://twitter.com/i/web/status/2019039671821402399"
X Link 2026-02-04T13:25Z [----] followers, [---] engagements
"Anyone who is going to ask me again when something will happen will get a donation in $WIF to pay a psychologist or voodoo expert"
X Link 2026-02-04T14:57Z [----] followers, [---] engagements
"CONCLUSION The investor world got fooled by China's problems with their own currency. Doomsday preachers without any macro knowledge whatsoever were trying to make people believe that the end of $USD is upon us and / or #hyperinflation is immanently going to destroy the world. #GOLD - China Michael @crossbordercap is pointing into a direction many people do not appreciate enough. https://t.co/eiX1rrSW5m #GOLD - China Michael @crossbordercap is pointing into a direction many people do not appreciate enough. https://t.co/eiX1rrSW5m"
X Link 2026-02-05T10:32Z [----] followers, [---] engagements
"China is very concerned about their currency - if we talk about debasement we want to limit it to the Chinese Yuan don't we $USD the king. *CHINA BANS UNAPPROVED YUAN-LINKED STABLECOIN ISSUANCE OVERSEAS *CHINA BANS UNAPPROVED YUAN-LINKED STABLECOIN ISSUANCE OVERSEAS"
X Link 2026-02-06T13:08Z [----] followers, [---] engagements
"DWS (Germanys biggest asset manager) bull posting on LinkedIn on KOSPI surge and AI. Watch those kind of tweets - Valhalla is upon us so they say"
X Link 2026-02-06T20:45Z [----] followers, [---] engagements
"Hello Larry👋 - $BLK"
X Link 2026-02-07T08:15Z [----] followers, [---] engagements
"$BLK - BlackRock Part [--] Hello everyone Im kicking off a series of tweets on the incredible post-GFC rise of BlackRock - possibly culminating in an article where I argue it might be the ultimate short-sale target once this asset bubble finally pops. Some tweets will include anecdotes from the trenches - I hope you enjoy them. Lets start with [----]. The world was clawing its way out of the Lehman collapse. The US Treasury bailed out everyone - except Lehman where I worked until the end. Why A bitter cocktail of Wall Street grudges and Treasury disdain (led by Hank Paulson then Goldman Sachs CEO)"
X Link 2026-02-07T11:08Z [----] followers, [---] engagements
"ROBOTS 🤖 Remember my tweet below Steve Eismans podcast is always a good reality check. Google just raised $16B based on an evaluation of $126B for Waymo - its robo taxi business. Based on MS price target of $425 for $TSLA MS believes Teslas robo taxi business is worth 3x that much. Sure. $TESLA Robots Are the New Thing Morgan Stanley just put a bigger price tag on Teslas humanoid robot dreams ($60) than on its actual cars ($55). Yes the research team thinks the future is worth more than the thing currently parked in your garage. At this rate it wont be https://t.co/b17p1Qs5JV $TESLA Robots"
X Link 2026-02-07T13:21Z [----] followers, [---] engagements
"I LOVE THIS CHART📉 CNBC on [--] Feb 2026: "It is just the beginning" $NDQ https://twitter.com/i/web/status/2020222719619371471 https://twitter.com/i/web/status/2020222719619371471"
X Link 2026-02-07T19:46Z [----] followers, [----] engagements
"And now imagine @truflation around 1% and stocks will start to decline - big asset managers will rotate into bonds. First at the short end and gradually into the long end - yields will get crushed and bonds will rise from the ashes - therefore I like $TLT. #Bond yields (in the US) are trading slightly elevated (despite rate cuts) because of the strong demand for #equities and #GOLD to some extent - that has absolutely nothing to do with inflation fears whatsoever. It's called ASSET ALLOCATION. https://t.co/3E4CG9C95W #Bond yields (in the US) are trading slightly elevated (despite rate cuts)"
X Link 2026-02-07T22:51Z [----] followers, [----] engagements
"$BLK - Part [--] 2010-2012 Europe is rattled by its debt crisis with Greece 10Y yield peaking at 35% in Feb [----]. BLK accelerates the roll-out of its propietary risk management software ALADDIN (Asset Liability and Debt and Derivative Investment Network) to the asset management industry - more and more firms are starting to be entangled with BLK. Tech is starting to lift-off - thanks to QE Highlights (2012) (1) Revenues doubled since [----] to $9.22T (2) But hang on AuM only went up 5% to $3.8T during the same period (3) Found it - equity markets recovered sharply since the GFC and BLK also"
X Link 2026-02-08T12:19Z [----] followers, [---] engagements
"Dude - I am mean you have to calm down. On one hand you are making jokes about people not understanding who is selling and now you are tweeting rubbish like this. Clean up your own house. The FOMC decides the rates not its Chairman. And 1% ain't gonna happen until June - finally rate changes alone do not change liquidity. Get your act together. https://twitter.com/i/web/status/2020475005138534479 https://twitter.com/i/web/status/2020475005138534479"
X Link 2026-02-08T12:29Z [----] followers, [---] engagements
"TREND RESEARCH. .appears to be one of the big accounts hammering $ETH which started with a dip on [--] Jan [----] and selling finished yesterday. $2B gone. Trend Research $ETH saga has finally wrapped up the massive unwinding is complete. From on-chain tracking Trend Research has deposited/liquidated the full [------] $ETH into @Binance valued at around $1.34 billion at the time with a reported average exit price of $2055. This https://t.co/JuKO2MihtN Trend Research $ETH saga has finally wrapped up the massive unwinding is complete. From on-chain tracking Trend Research has deposited/liquidated the"
X Link 2026-02-08T17:06Z [----] followers, [---] engagements
"When this whole punk-ass hanky-panky super bubble finally explodes in our faces were going to need a poster-boy villain. Who is it going to be this time"
X Link 2026-02-09T10:41Z [----] followers, [---] engagements
"Global Trade Expectation versus US reality The Cass Freight Shipment Index (USA Domestic) is near its Covid lows - meanwhile $SEA implies that Global trade is about to explode - one of must be wrong wrong. https://twitter.com/i/web/status/2021147571394105749 https://twitter.com/i/web/status/2021147571394105749"
X Link 2026-02-10T09:01Z [----] followers, [---] engagements
"The $JPY Carry Trade and Its Ripple Effects on $BTC From September [----] through August [----] the spread between the US 2Y and JPY 2Y yields widened dramatically - almost in lockstep with a steadily weakening yen versus the dollar. That window was textbook carry trade Borrow cheap yen swap into USD park the proceeds in higher-yielding US bonds. Low volatility fat spreads and plenty of cushion. By the second half of that period complacency had clearly crept in - helped along by a yen that refused to find a floor. Early on the trade was conservative and mechanical. Even a sharp spread compression"
X Link 2026-02-10T14:23Z [----] followers, [----] engagements
"$BTC - the chance we are all getting spoooked (again) is elevated. The bears will claim victory if it happens but what could follow might be very interesting indeed.👇 $BTC @Bitcoin 📽 Bullish Megaphone Pattern in Play ✅ Do We Need to Visit 58K First 🤔 Bitcoin Outlook https://t.co/45YDt2omFl $BTC @Bitcoin 📽 Bullish Megaphone Pattern in Play ✅ Do We Need to Visit 58K First 🤔 Bitcoin Outlook https://t.co/45YDt2omFl"
X Link 2026-02-10T15:19Z [----] followers, [----] engagements
"The $JPY carry trade has been coming home since 10-10-2025. $BTC $JPY $USD $SPX #Nikkei The $JPY Carry Trade and Its Ripple Effects on $BTC From September [----] through August [----] the spread between the US 2Y and JPY 2Y yields widened dramatically - almost in lockstep with a steadily weakening yen versus the dollar. That window was textbook carry trade Borrow https://t.co/YtoQwPuZIc The $JPY Carry Trade and Its Ripple Effects on $BTC From September [----] through August [----] the spread between the US 2Y and JPY 2Y yields widened dramatically - almost in lockstep with a steadily weakening yen"
X Link 2026-02-10T16:05Z [----] followers, [---] engagements
"$VIX versus fwd The options market is pricing in incoming turbulence @HenrikZeberg - the market is saying you might be proven right. Helmets on"
X Link 2026-02-10T16:21Z [----] followers, [----] engagements
"Is #deflation on the horizon in the USA BREAKING: The inflation-adjusted average starting salary for college graduates is down -8% YoY to $54500 the lowest in at least [--] years. This marks the 4th consecutive annual decline. Salaries have plummeted -24% in real terms since the $71000 peak seen in [----]. This https://t.co/DvuOybxliK BREAKING: The inflation-adjusted average starting salary for college graduates is down -8% YoY to $54500 the lowest in at least [--] years. This marks the 4th consecutive annual decline. Salaries have plummeted -24% in real terms since the $71000 peak seen in [----]. This"
X Link 2026-02-10T19:16Z [----] followers, [---] engagements
"Joined by $JPY carry traders repatriation (see my tweets yesterday)"
X Link 2026-02-11T07:11Z [----] followers, [---] engagements
"If I am right in my assumption - $BTC is unlikely to make new highs and Alts should outperform"
X Link 2026-02-11T07:25Z [----] followers, [---] engagements
"Imagine Nordic soldiers defending Greenland VCs when an AI researcher leaves OpenAI to start something new https://t.co/RudJ7jvdiG VCs when an AI researcher leaves OpenAI to start something new https://t.co/RudJ7jvdiG"
X Link 2026-02-11T08:19Z [----] followers, [---] engagements
"🔄 Rotation - spotting late cycle Potentially below chart is hinting towards long only money managers carefully rotating from equities into longer dated bonds under the surface. $SPX ./. $TLT https://twitter.com/i/web/status/2021508706857320886 https://twitter.com/i/web/status/2021508706857320886"
X Link 2026-02-11T08:56Z [----] followers, [----] engagements
"If you watch $COIN - you can also watch $ETH or the other way round. Whatever you prefer. $COIN (weekly) went into the bounce zone and if history is to repeat bouncing is what this one is known to do from here. https://t.co/hWbXejDIcW $COIN (weekly) went into the bounce zone and if history is to repeat bouncing is what this one is known to do from here. https://t.co/hWbXejDIcW"
X Link 2026-02-11T10:29Z [----] followers, [---] engagements
"Remember 75% on X are 35Y and younger. younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr"
X Link 2026-02-11T10:52Z [----] followers, [---] engagements
"👇 - yes - a potential inbound rotation back into oversold Saas $IGV will lift $BTC. Still feeling ultra bearish on SaaS stocks The six-month rolling relative returns are worse than the Dot Com bust. Maybe they can bounce a bit from here 🤔 Via @jpmorgan https://t.co/mBMvCDJxFA Still feeling ultra bearish on SaaS stocks The six-month rolling relative returns are worse than the Dot Com bust. Maybe they can bounce a bit from here 🤔 Via @jpmorgan https://t.co/mBMvCDJxFA"
X Link 2026-02-11T11:10Z [----] followers, [---] engagements
"Anyone spotting the impact $IBIT had on risk assets Hello [--] Oct 2025"
X Link 2026-02-11T12:04Z [----] followers, [---] engagements
"$BTC next 'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before https://t.co/Net6zrwta1 'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before https://t.co/Net6zrwta1"
X Link 2026-02-11T12:06Z [----] followers, [---] engagements
"#Crypto has lost the plot. So with NFP coming in at + 130k the 2Y yield and $BTC shooting up while the degens keep saying interest rate cuts is the only thing which can rescue them"
X Link 2026-02-11T13:43Z [----] followers, [----] engagements
"@WarNotMeddling @HenrikZeberg It is more driven by sentiment than liquidity at the moment imo - the GLI keeps going up but lost momentum. The money is stuck in EM equtities and gold - some JPY carry trade money went back home into the Nikkei"
X Link 2026-02-11T16:56Z [----] followers, [--] engagements
"$BTC versus meme coins From a common sense perspective you'd think that meme coins would be absolutely destroyed versus #Bitcoin if this was a deep bear market - yet some are slightly outperforming YTD and some are in line. $WIF $PEPE $BONK $PEPE YTD versus 1Y https://twitter.com/i/web/status/2021639049975628250 https://twitter.com/i/web/status/2021639049975628250"
X Link 2026-02-11T17:34Z [----] followers, [----] engagements
"We are back to scam & money laundering - a few months ago people were asking for $BTC to become a global reserve currency. This #crypto asset class is so immature you cannot put this into words. With the next green 20% candle they want Michael Saylor for president. I mean guys.🤡 https://twitter.com/i/web/status/2021642308714746111 https://twitter.com/i/web/status/2021642308714746111"
X Link 2026-02-11T17:47Z [----] followers, [---] engagements
"@HenrikZeberg There is one way of building a BTC reserve - nationalization 🌭"
X Link 2026-02-11T18:55Z [----] followers, [----] engagements
"I suspect this is covered call writing on $IBIT - pretty lucrative given vol remains elevated - not necessarily fundamental demand. $682.5M worth of Bitcoin purchased though the ETFs over the last [--] session days . smart money & boomers are buying the bottom. Because they understand fundamentals. Retail & hedge funds & MM's in trouble have been forced selling. This is how real wealth is transferred in https://t.co/fh6apo91yS $682.5M worth of Bitcoin purchased though the ETFs over the last [--] session days . smart money & boomers are buying the bottom. Because they understand fundamentals. Retail"
X Link 2026-02-11T19:02Z [----] followers, [---] engagements
"I am keen to hear what @willywoo has to say about network liquidity tomorrow. WHALES ARE BUYING THE DIP This chart shows the percentage of exchange balances flowing out to large entities each day. Since the drop below $80k the 30-day SMA of this indicator has gradually risen to 3.2%. This mirrors the structure seen in H1 [----] when whales accumulated https://t.co/VSxeIepxOm WHALES ARE BUYING THE DIP This chart shows the percentage of exchange balances flowing out to large entities each day. Since the drop below $80k the 30-day SMA of this indicator has gradually risen to 3.2%. This mirrors the"
X Link 2026-02-11T19:11Z [----] followers, [----] engagements
"$BTC manages to make front news at The Economist QUOTE "Despite bear market after bear market they have always defied predictions of wholesale collapse. But this crypto winter feels unusually bitter for good reason. Unless the vibes improve do not expect a thaw." https://twitter.com/i/web/status/2021670997372588363 https://twitter.com/i/web/status/2021670997372588363"
X Link 2026-02-11T19:41Z [----] followers, [---] engagements
"@mikelaine98 I am not following MSFT but the narrative that software gets killed by AI is far fetched"
X Link 2026-02-11T21:09Z [----] followers, [--] engagements
"$BTC / #Bitcoin INSTITUTIONAL CAPITAL / HEDGE FUNDS As much as we like narrative that $BTC is trailing the $RUT or $NDQ - and lately $IVG. People should pay closer attention to the spread between the US02 ad JP02 + the $USDJPY. https://twitter.com/i/web/status/2021709418975330329 https://twitter.com/i/web/status/2021709418975330329"
X Link 2026-02-11T22:14Z [----] followers, [--] engagements
"$BTC / #Bitcoin INSTITUTIONAL CAPITAL / HEDGE FUNDS As much as we like narratives that $BTC is trailing the $RUT or $NDQ - and lately $IVG. People should pay closer attention to the spread between the US02 ad JP02 + the $USDJPY. https://twitter.com/i/web/status/2021709512613220387 https://twitter.com/i/web/status/2021709512613220387"
X Link 2026-02-11T22:14Z [----] followers, [---] engagements
"Once this #AI bubble is done and dusted the lawyers are going to make a killing on securities class actions. cool so now $META is enron https://t.co/v30cIqdlMe cool so now $META is enron https://t.co/v30cIqdlMe"
X Link 2026-02-12T08:24Z [----] followers, [---] engagements
"@Liathetrader Meanwhile $MOVE is flat and $TLT up 2% YTD. Multi-asset 😍 Rotation"
X Link 2026-02-12T20:56Z [----] followers, [---] engagements
"@leadlagreport $MOVE = 0% move"
X Link 2026-02-12T21:48Z [----] followers, [---] engagements
"@Ai50916 Nothing to do with the fed if it happens"
X Link 2026-02-12T21:51Z [----] followers, [---] engagements
"@yxinsights Zoom out into the first months of 2000"
X Link 2026-02-13T05:53Z [----] followers, [---] engagements
"If we assume Alts outperforming $BTC then $SOL should also benefit. $UPXI - March calls look very attractive if you look on the option chain. $UPXI - hammered to the floor $SOL I was just checking some option prices for Upexi and the option prices are off the charts - just to give you a feeling: $2.5 Calls [--] March 26: $0.14 ask [--] June 26: $0.8 ask In other words the market prices in higher probability that $UPXI - hammered to the floor $SOL I was just checking some option prices for Upexi and the option prices are off the charts - just to give you a feeling: $2.5 Calls [--] March 26: $0.14"
X Link 2026-02-11T16:46Z [----] followers, [----] engagements
"$MSFT - Microsoft is the most oversold in [--] years (weekly). Anyone who believes that you can replace Windows or MS Office with an #AI at home going forward be my guest"
X Link 2026-02-11T19:10Z [----] followers, [----] engagements
"@DaveHcontrarian @AmitMah67507787 David you reckon we have seen the top for rates Bond vol (MOVE) keeps compressing. It could look like the beginning of a silent rotation into US govies whilst equities keep rotating from sector to sector chasing yield"
X Link 2026-02-12T17:57Z [----] followers, [----] engagements
"IMPACT 👇 - China will further decrease their US treasury holdings - China will potentially accelerate QE - China wil continue to buy #GOLD #Deflation is on the move (globally). Chinas latest inflation numbers are out: CPI inflation came in lower than the consensus forecast while PPI continued its negative trend. Its a reminder that China faces the opposite problem of the US. While Fridays data release in the States is expected to signal the start of https://t.co/Qz5VOlLEzn Chinas latest inflation numbers are out: CPI inflation came in lower than the consensus forecast while PPI continued its"
X Link 2026-02-12T18:51Z [----] followers, [----] engagements
"VELOCITY The speed in which capital with #equities exposure has been rotating - both regionally and across sectors is unprecedented. Especially since [--] Oct [----] but the pace gained additional momenum end of Jan / early Feb. It may only be a question of time until this money will find its way back into #crypto and US equities to chase additional yield. Who benefitted the most #Nikkei #kospi #Chinatech #Taiwantech Who lost out $BTC #NASDAQ https://twitter.com/i/web/status/2022249662388810066 https://twitter.com/i/web/status/2022249662388810066"
X Link 2026-02-13T10:01Z [----] followers, [---] engagements
"@Juliancepittam The next weeks won't be boring Jules"
X Link 2026-02-13T17:21Z [----] followers, [--] engagements
"@OlliLainto @NaderAlterEgo I think a hybrid of what they are both saying should end up being accurate - and I will start to go short towards the peak + increase my bond exposure. But yes we will def. have greed taking control of us - when you sense that.we are close"
X Link 2026-02-13T17:33Z [----] followers, [---] engagements
"@PWebborn Have a good weekend Paul 🙌"
X Link 2026-02-13T20:03Z [----] followers, [---] engagements
"$COIN (up 16%) may be telling us that $ETH wants its come back @Fibonacci_TA"
X Link 2026-02-13T15:38Z [----] followers, [----] engagements
"☢FAST FORWARD☢ The world is running on thin energy supply and it gets worse much worse - the only way we can solve this problem is to go all nuclear and upgrading / extending the grids. The markets are already telling this - but we are still early. Picking up these stock in the upcoming crash might be a good idea. The grid $SU $PWR $ENR Going nuclear $CCJ $KAP https://twitter.com/i/web/status/2022595848299823274 https://twitter.com/i/web/status/2022595848299823274"
X Link 2026-02-14T08:56Z [----] followers, [---] engagements
"It is just a question of time for $DBK and $CBK Germany's Banking Sector Faces Growing Crisis Amid Record Insolvencies https://t.co/Z6P9y1bAx3 Germany's Banking Sector Faces Growing Crisis Amid Record Insolvencies https://t.co/Z6P9y1bAx3"
X Link 2026-01-04T12:15Z [----] followers, [---] engagements
"$CME - @DarioCpx suggests CME might be at risk. There is one important thoughts about Silver and the Comex Id like to share since I believe is another important element broadly overlooked ⚠👇🏻 The $CME is a listed corporation today the Comex part of the CME group isnt an exchange owned by the bullion banks anymore. There is one important thoughts about Silver and the Comex Id like to share since I believe is another important element broadly overlooked ⚠👇🏻 The $CME is a listed corporation today the Comex part of the CME group isnt an exchange owned by the bullion banks anymore"
X Link 2026-01-29T16:59Z [----] followers, [---] engagements
"$PYPL - paypal will drop below 10x earnings. I'd rather own paypal (they offer a good product which I understand) than $PLTR - god knows what they are up to. There just might be a difference this timeemphasis on might. Today the vast majority of capital is concentrated within a peculiar inner circle of companies. The bubble-like shimmer appears when names like $ORCL and $PYPL surge 40% and 20% respectively on little more than https://t.co/iWPbT9PFI4 There just might be a difference this timeemphasis on might. Today the vast majority of capital is concentrated within a peculiar inner circle of"
X Link 2026-02-03T13:57Z [----] followers, [---] engagements
"THINK So $BTC is selling off - with all of the rest but meme coins outperforming the king - really $BONK $WIF $PEPE $DOGE https://twitter.com/i/web/status/2018764919219556424 https://twitter.com/i/web/status/2018764919219556424"
X Link 2026-02-03T19:13Z [----] followers, [----] engagements
"Transportation Either $FDX is doing exceptionally well or the Shipping Index is wrong and / or $UPS laid off [-----] people by mistake. Which one is it UPS trading at 6x earnings Fedex trading at 18x earings https://twitter.com/i/web/status/2019152480437711152 https://twitter.com/i/web/status/2019152480437711152"
X Link 2026-02-04T20:54Z [----] followers, [---] engagements
"Good Morning So far there are plenty of very akward speculations out there what may have caused this crash. So far the most compelling explanation imo has been provided from @TheOtherParker_ - he points into the direction of $IBIT and its options market - probably amplified by the dislocations in the #Silver market coming out of Asia (see my previous tweet). I am trying to get hold of a former collegue of mine who has the biggest market share in trading options across Europe - he may have some insights. But reading through the material from Parker is a good starting point imo and it goes back"
X Link 2026-02-06T07:27Z [----] followers, [----] engagements
"This information could be spooking people and might be misleading - the culprits seem to be $IBIT options and cross-asset / cross-exchange deleveraging. Just to put things into perspective. As of [--] Jan [----] IBIT held [------] BTC As of [--] Feb [----] IBIT held [------] BTC = 2% reduction. BlackRock just deposited another [----] $BTC($281M) and [----] $ETH($11M) to Coinbase Prime. https://t.co/qmuDIrPHc6 https://t.co/7aGBFsTRcs BlackRock just deposited another [----] $BTC($281M) and [----] $ETH($11M) to Coinbase Prime. https://t.co/qmuDIrPHc6 https://t.co/7aGBFsTRcs"
X Link 2026-02-06T12:37Z [----] followers, [---] engagements
"TREASURY BONDS BUY BACKS Compression of the term premia (10Y+) [----] (last full Biden year) $43B in buy-backs [----] (first full DJT year (2nd term)) $196B in buy-backs Impact ⚠ No new money created but [--] You "massage" bond yields [--] You improve velocity of financial assets as turned into cash in the hands of the investor who tendered the bonds https://twitter.com/i/web/status/2020187448492400821 https://twitter.com/i/web/status/2020187448492400821"
X Link 2026-02-07T17:26Z [----] followers, [---] engagements
"CONCLUSION If this trend continues and the Fed may cut rates (potentially followed by QE into a recession) $TLT should be ticking up imo. We have many variables supporting an uptick US government bonds. https://twitter.com/i/web/status/2020189312793329703 https://twitter.com/i/web/status/2020189312793329703"
X Link 2026-02-07T17:34Z [----] followers, [----] engagements
"That is factuallly wrong- it was part of the delta management during the sell-off driven by high vol in IBIT options. @QuintenFrancois IBIT's $10B+ record day in the dip says it all institutions are buying. Structure changed. Higher lows ahead. @QuintenFrancois IBIT's $10B+ record day in the dip says it all institutions are buying. Structure changed. Higher lows ahead"
X Link 2026-02-09T10:36Z [----] followers, [---] engagements
"Good Morning Asia is on fire - when 🔄rotation (back) It is pretty obvious that institutional money pools have rotated into #Nikkei and #Kospi (not only #GOLD ). While #Nasdaq has been limping along (flattish) and #Bitcoin nose dived. Some triggered by disclocations in the $JPY carry trade (see previous tweets). Liquidity continued to expand since [--] Oct [----] but rotation evidentially took place - is that money going to return once investors realize that a 50% (Korea) and 20% (Japan) return since October should suffice There is a common misunderstanding that large pools rotate between $BTC"
X Link 2026-02-12T07:42Z [----] followers, [---] engagements
"@MarioElia9 Yes - I am also long DATs but the risk remains that we are getting roundtripped. The market has thrown the towel on crypto"
X Link 2026-02-12T10:00Z [----] followers, [--] engagements
"THE HIDDEN AGENDA The Bessent Master Plan 👇 Over $16 billion and counting (YTD) in long-end buybacks. Heres the play: Bessent continues repurchasing older long-dated debt. New issuance is concentrated at the short end of the curve. Meanwhile DJT keeps insisting he wants lower interest rates (as do we all - Id like a unicorn too). The prevailing assumption that Kevin Warsh is a committed hawk may be misplaced. The more likely scenario He advocates for lower rates at the FOMC (soft inflation readings and labour market should provide the necessary tail wind). With increased issuance at the"
X Link 2026-02-12T10:47Z [----] followers, [---] engagements
"I think hardly anyone on X understands the $JPY carry trade am I right"
X Link 2026-02-12T11:06Z [----] followers, [---] engagements
"VELOCITY The speed in which capital with #equities exposure has been rotating - both regionally and across sectors is unprecedented. Especially since [--] Oct [----] but the pace gained additional momenum end of Jan / early Feb. It may only be a question of time until this money will find its way back into #crypto to chase additional yield. Who benefitted the most #Nikkei #kospi #Chinatech #Taiwantech Who lost out $BTC #NASDAQ https://twitter.com/i/web/status/2022248955275350318 https://twitter.com/i/web/status/2022248955275350318"
X Link 2026-02-13T09:58Z [----] followers, [--] engagements
"$MOVE just spiked 11% - that indicates choppiness for equities ❗"
X Link 2026-02-13T13:49Z [----] followers, [---] engagements
"@Mr_Derivatives Bond vol tells us we get a spanking next week again"
X Link 2026-02-13T15:34Z [----] followers, [---] engagements
"@sharplink @joechalom I am long in size - but these [--] boys need to visit a communication course"
X Link 2025-08-16T15:56Z [----] followers, [----] engagements
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