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#  @HoldenWalker99 Holden Walker
Holden Walker posts on X about $fmcc, $fnma, $fnmas, $fmckj the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
### Engagements: XXX [#](/creator/twitter::1894800292639608832/interactions)
- X Week XXXXXX +392%
- X Month XXXXXXX +274%
### Mentions: XX [#](/creator/twitter::1894800292639608832/posts_active)
### Followers: XXX [#](/creator/twitter::1894800292639608832/followers)
- X Week XXX +20%
- X Month XXX +77%
### CreatorRank: XXXXXXXXX [#](/creator/twitter::1894800292639608832/influencer_rank)
### Social Influence [#](/creator/twitter::1894800292639608832/influence)
---
**Social category influence**
[finance](/list/finance) [countries](/list/countries)
**Social topic influence**
[$fmcc](/topic/$fmcc), [$fnma](/topic/$fnma), [$fnmas](/topic/$fnmas) #1, [$fmckj](/topic/$fmckj) #1, [money](/topic/money), [$50s](/topic/$50s), [$fnmat](/topic/$fnmat), [longterm](/topic/longterm), [predictions](/topic/predictions), [hedge](/topic/hedge)
### Top Social Posts [#](/creator/twitter::1894800292639608832/posts)
---
Top posts by engagements in the last XX hours
"@chrisevanston @midas79_ @rule_of_law_guy @JoshRosner @BillAckman I'll take this off ramp too. Last thing though. Calabria Paulson and Millstein called for 90%+ and I think the Treasury will maximize their stake so that's why I lean that way:"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1947767972971401440) 2025-07-22 21:17:27 UTC XXX followers, XX engagements
"Many recommendations require changes to housing policy capital requirements charters etc. that ONLY Congress can do. Administrative action takes care of restructuring release & recapitalization w/ Bessent's timeline and "urgency" important. $FNMA $FMCC $FNMAS $FMCKJ (3/3)"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948027949203980312) 2025-07-23 14:30:30 UTC XXX followers, XXX engagements
"R = receivership. R/R = release/recapitalization"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948593298970398966) 2025-07-25 03:57:00 UTC XXX followers, XXX engagements
"@IndependentFHFA There's a reason that those look "cheap" because maybe they are. Why would anyone pay close to par for a preferred share coupon less than or close to the 10-year UST rate of 4.5%"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1945207372399497333) 2025-07-15 19:42:32 UTC XXX followers, XXX engagements
"@gcmarbella @barronsonline @BillAckman Ackman will most likely end up with his head on a pike figuratively speaking to very publicly counter the "hedge fund windfall" narrative. His public support of $FNMA and $FMCC will be very useful in that regard"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948734956076748903) 2025-07-25 13:19:53 UTC XXX followers, 4597 engagements
"Bingo. Treasury's 90%+ of $FNMA & $FMCC requires dealing w/ the capital structure even if they want to sell a "small amount." CBO outlines the conflict here. As long as SOMETHING happens (not R) JPS is money good. As most of you should know by now common likely left w/ crumbs"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948716608152572375) 2025-07-25 12:06:59 UTC XXX followers, 2489 engagements
"Obscene how the zealots turn against anyone who doesn't agree with their nonsense. Now they're fighting Rosner who has a 20+ year track record on the GSEs and was calling for release & recapitalization even before Trump XXX Cognitive dissonance♾. $FNMA $FMCC $FNMAS $FMCKJ"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948448492218626202) 2025-07-24 18:21:35 UTC XXX followers, 2334 engagements
"There are always opportunities to trade between the series to maximize expected returns but I don't personally see any major signs to make wholesale swaps right now. Disclaimer: I own $FNMAS $FMCKJ $FNMAT in Trump XXX and owned low-dividend $50s mostly (esp. $FMCCS) in Trump 1.0"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1945196287701160429) 2025-07-15 18:58:29 UTC XXX followers, XXX engagements
"Cute platitude. And maybe true. although given that Mars is uninhabitable common may die there. 😬 $FNMA $FMCC"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1947672109947490433) 2025-07-22 14:56:31 UTC XXX followers, 3571 engagements
"Glen is on his way to a 20X score and Warren Buffett is literally on the verge of unemployment Pay attention kids. Concentrated leverage long-term value. #stocks #investing"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948723224520298559) 2025-07-25 12:33:16 UTC XXX followers, 1578 engagements
"@gcmarbella Bullish & in line w/ what many are thinking about long-term ownership of $FNMA & $FMCC in a SWF. A bit funny that the authors make it seem like now that there is a Japan deal they may not release Fannie & Freddie as if the SWF has a limit for how many assets can be included"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948786455347621951) 2025-07-25 16:44:32 UTC XXX followers, XXX engagements
"CBO says Treasury makes more w/ XXX% of GSEs w/ receivership ("R") vs. XX% w/ release/recapitalization ("R/R"). No kidding $FNMA & $FMCC @ $X or "n.a." Yikes But even @carney says: "CBO's scenarios are not the Trump administrations plans." (1/8)"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948588455979876601) 2025-07-25 03:37:45 UTC XXX followers, 1797 engagements
"$FNMA and $FMCC will always have May 2025. drip drip drip. 🎇GSE BIG BANG🎇 to save the day or drive the final nail in the coffin Disclaimer: long GSE JPS mostly $FNMAS and $FMCKJ and no position in GSE common"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1947656455106035879) 2025-07-22 13:54:19 UTC XXX followers, 1654 engagements
"The gap between $FNMAS $FMCKJ $FNMAT & lower coupon $25s/$50s is widening & rightfully so given the "risk-free" 10-year UST yield 4.5%. The following graph shows expected market value for 4%/5%/8% coupon series based on different required premiums vs. UST. $FNMA $FMCC"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1945196285016920567) 2025-07-15 18:58:29 UTC XXX followers, 4006 engagements
"It's not "criminal market manipulators on the OTC" or "shaking out the weak hands so the big boys can load up." It's owning securities at the bottom of the capital structure ahead of a restructuring where Treasury has legal claims to XXX% of the economic value of $FNMA & $FMCC"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1947689307445264794) 2025-07-22 16:04:51 UTC XXX followers, 1032 engagements
"@KounlavongDavid Capital Group USA is 70/30 junior preferred/common. But they also sold in 2021 and bought back in 2025 so that "sell low and buy high" strategy isn't really "smart money." Don't look to institutions or Ackman for confirmation bias; they're not like you"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948792912428359745) 2025-07-25 17:10:11 UTC XXX followers, XXX engagements
"It's well known that Calabria favored R in 2008 (even while drafting HERA) & maybe in Trump XXX (even while working on release/recapitalization plans). Ultimately he wrote that it was "unnecessary." No reason at all to think Trump XXX is now considering R. (2/8)"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948588459108827528) 2025-07-25 03:37:46 UTC XXX followers, XXX engagements
"If the point of R is for Treasury to get XXX% of $ just skip the high risk to mortgage rates & MBS spreads & wait a few years for the PSPA LA to kick in the NWS when buffers hit (see attached). Or R/R & get 90%+ up front low-risk w/ greater PV"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948592687508017202) 2025-07-25 03:54:34 UTC XXX followers, XXX engagements
"@Ny1david I think the ONLY point of the report was to show that receivership ("R") may be more profitable for Treasury than recapitalization. of course it ignores the potentially catastrophic consequences. R is reckless & unnecessary given the alternative recapitalization solution"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948746653696950704) 2025-07-25 14:06:22 UTC XXX followers, 1412 engagements
"It should be obvious by now - w/ Pulte's focus on the Fed dealing w/ less important issues w/ Fannie & Freddie and word salad comments like "stay in conservatorship but sell off pieces" - that's he's not actively involved with any GSE reform/release/recapitalization planning"
 [@HoldenWalker99](/creator/x/HoldenWalker99) on [X](/post/tweet/1948714208775774214) 2025-07-25 11:57:27 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@HoldenWalker99 Holden Walker
Holden Walker posts on X about $fmcc, $fnma, $fnmas, $fmckj the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +392%
- X Month XXXXXXX +274%
Mentions: XX #
Followers: XXX #
- X Week XXX +20%
- X Month XXX +77%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance countries
Social topic influence $fmcc, $fnma, $fnmas #1, $fmckj #1, money, $50s, $fnmat, longterm, predictions, hedge
Top Social Posts #
Top posts by engagements in the last XX hours
"@chrisevanston @midas79_ @rule_of_law_guy @JoshRosner @BillAckman I'll take this off ramp too. Last thing though. Calabria Paulson and Millstein called for 90%+ and I think the Treasury will maximize their stake so that's why I lean that way:"
@HoldenWalker99 on X 2025-07-22 21:17:27 UTC XXX followers, XX engagements
"Many recommendations require changes to housing policy capital requirements charters etc. that ONLY Congress can do. Administrative action takes care of restructuring release & recapitalization w/ Bessent's timeline and "urgency" important. $FNMA $FMCC $FNMAS $FMCKJ (3/3)" @HoldenWalker99 on X 2025-07-23 14:30:30 UTC XXX followers, XXX engagements
"R = receivership. R/R = release/recapitalization" @HoldenWalker99 on X 2025-07-25 03:57:00 UTC XXX followers, XXX engagements
"@IndependentFHFA There's a reason that those look "cheap" because maybe they are. Why would anyone pay close to par for a preferred share coupon less than or close to the 10-year UST rate of 4.5%" @HoldenWalker99 on X 2025-07-15 19:42:32 UTC XXX followers, XXX engagements
"@gcmarbella @barronsonline @BillAckman Ackman will most likely end up with his head on a pike figuratively speaking to very publicly counter the "hedge fund windfall" narrative. His public support of $FNMA and $FMCC will be very useful in that regard" @HoldenWalker99 on X 2025-07-25 13:19:53 UTC XXX followers, 4597 engagements
"Bingo. Treasury's 90%+ of $FNMA & $FMCC requires dealing w/ the capital structure even if they want to sell a "small amount." CBO outlines the conflict here. As long as SOMETHING happens (not R) JPS is money good. As most of you should know by now common likely left w/ crumbs" @HoldenWalker99 on X 2025-07-25 12:06:59 UTC XXX followers, 2489 engagements
"Obscene how the zealots turn against anyone who doesn't agree with their nonsense. Now they're fighting Rosner who has a 20+ year track record on the GSEs and was calling for release & recapitalization even before Trump XXX Cognitive dissonance♾. $FNMA $FMCC $FNMAS $FMCKJ" @HoldenWalker99 on X 2025-07-24 18:21:35 UTC XXX followers, 2334 engagements
"There are always opportunities to trade between the series to maximize expected returns but I don't personally see any major signs to make wholesale swaps right now. Disclaimer: I own $FNMAS $FMCKJ $FNMAT in Trump XXX and owned low-dividend $50s mostly (esp. $FMCCS) in Trump 1.0" @HoldenWalker99 on X 2025-07-15 18:58:29 UTC XXX followers, XXX engagements
"Cute platitude. And maybe true. although given that Mars is uninhabitable common may die there. 😬 $FNMA $FMCC" @HoldenWalker99 on X 2025-07-22 14:56:31 UTC XXX followers, 3571 engagements
"Glen is on his way to a 20X score and Warren Buffett is literally on the verge of unemployment Pay attention kids. Concentrated leverage long-term value. #stocks #investing" @HoldenWalker99 on X 2025-07-25 12:33:16 UTC XXX followers, 1578 engagements
"@gcmarbella Bullish & in line w/ what many are thinking about long-term ownership of $FNMA & $FMCC in a SWF. A bit funny that the authors make it seem like now that there is a Japan deal they may not release Fannie & Freddie as if the SWF has a limit for how many assets can be included" @HoldenWalker99 on X 2025-07-25 16:44:32 UTC XXX followers, XXX engagements
"CBO says Treasury makes more w/ XXX% of GSEs w/ receivership ("R") vs. XX% w/ release/recapitalization ("R/R"). No kidding $FNMA & $FMCC @ $X or "n.a." Yikes But even @carney says: "CBO's scenarios are not the Trump administrations plans." (1/8)" @HoldenWalker99 on X 2025-07-25 03:37:45 UTC XXX followers, 1797 engagements
"$FNMA and $FMCC will always have May 2025. drip drip drip. 🎇GSE BIG BANG🎇 to save the day or drive the final nail in the coffin Disclaimer: long GSE JPS mostly $FNMAS and $FMCKJ and no position in GSE common" @HoldenWalker99 on X 2025-07-22 13:54:19 UTC XXX followers, 1654 engagements
"The gap between $FNMAS $FMCKJ $FNMAT & lower coupon $25s/$50s is widening & rightfully so given the "risk-free" 10-year UST yield 4.5%. The following graph shows expected market value for 4%/5%/8% coupon series based on different required premiums vs. UST. $FNMA $FMCC" @HoldenWalker99 on X 2025-07-15 18:58:29 UTC XXX followers, 4006 engagements
"It's not "criminal market manipulators on the OTC" or "shaking out the weak hands so the big boys can load up." It's owning securities at the bottom of the capital structure ahead of a restructuring where Treasury has legal claims to XXX% of the economic value of $FNMA & $FMCC" @HoldenWalker99 on X 2025-07-22 16:04:51 UTC XXX followers, 1032 engagements
"@KounlavongDavid Capital Group USA is 70/30 junior preferred/common. But they also sold in 2021 and bought back in 2025 so that "sell low and buy high" strategy isn't really "smart money." Don't look to institutions or Ackman for confirmation bias; they're not like you" @HoldenWalker99 on X 2025-07-25 17:10:11 UTC XXX followers, XXX engagements
"It's well known that Calabria favored R in 2008 (even while drafting HERA) & maybe in Trump XXX (even while working on release/recapitalization plans). Ultimately he wrote that it was "unnecessary." No reason at all to think Trump XXX is now considering R. (2/8)" @HoldenWalker99 on X 2025-07-25 03:37:46 UTC XXX followers, XXX engagements
"If the point of R is for Treasury to get XXX% of $ just skip the high risk to mortgage rates & MBS spreads & wait a few years for the PSPA LA to kick in the NWS when buffers hit (see attached). Or R/R & get 90%+ up front low-risk w/ greater PV" @HoldenWalker99 on X 2025-07-25 03:54:34 UTC XXX followers, XXX engagements
"@Ny1david I think the ONLY point of the report was to show that receivership ("R") may be more profitable for Treasury than recapitalization. of course it ignores the potentially catastrophic consequences. R is reckless & unnecessary given the alternative recapitalization solution" @HoldenWalker99 on X 2025-07-25 14:06:22 UTC XXX followers, 1412 engagements
"It should be obvious by now - w/ Pulte's focus on the Fed dealing w/ less important issues w/ Fannie & Freddie and word salad comments like "stay in conservatorship but sell off pieces" - that's he's not actively involved with any GSE reform/release/recapitalization planning" @HoldenWalker99 on X 2025-07-25 11:57:27 UTC XXX followers, XXX engagements