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# ![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::955408993857531904.png) @LordPos3idon LordPos3idon

LordPos3idon posts on X about $spx, $dxy, $nq, $btc the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::955408993857531904/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::955408993857531904/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +1,013%
- X Months XXXXXXX +1,347%
- X Year XXXXXXX +1,067%

### Mentions: XX [#](/creator/twitter::955408993857531904/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::955408993857531904/c:line/m:posts_active.svg)

- X Month XXX +50%
- X Months XXX +258%
- X Year XXX +853%

### Followers: XXX [#](/creator/twitter::955408993857531904/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::955408993857531904/c:line/m:followers.svg)

- X Week XXX +9.90%
- X Month XXX +76%
- X Months XXX +244%
- X Year XXX +148%

### CreatorRank: XXXXXXX [#](/creator/twitter::955408993857531904/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::955408993857531904/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::955408993857531904/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [celebrities](/list/celebrities)  [gaming](/list/gaming)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$spx](/topic/$spx), [$dxy](/topic/$dxy) #9, [$nq](/topic/$nq), [$btc](/topic/$btc), [$tlt](/topic/$tlt), [$gc](/topic/$gc) #5, [$gld](/topic/$gld) #3, [$gdx](/topic/$gdx) #3, [$usdjpy](/topic/$usdjpy) #1, [$eurusd](/topic/$eurusd) #2

**Top assets mentioned**
[SPX6900 (SPX)](/topic/$spx) [Bitcoin (BTC)](/topic/$btc) [GrabCoinClub (GC)](/topic/$gc) [SPDR GOLD ETF (GLD)](/topic/$gld) [Vixco (VIX)](/topic/$vix) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alibaba Group (BABA)](/topic/$baba) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Advanced Micro Devices (AMD)](/topic/$amd) [XRP (XRP)](/topic/$xrp) [Netflix Inc (NFLX)](/topic/$nflx) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [BlueMove (MOVE)](/topic/$move) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Palantir (PLTR)](/topic/$pltr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Witnet (WIT)](/topic/$wit) [Strategy (MSTR)](/topic/$mstr) [Apple, Inc. (AAPL)](/topic/$aapl) [Brady Corporation (BRC)](/topic/$brc)
### Top Social Posts [#](/creator/twitter::955408993857531904/posts)
---
Top posts by engagements in the last XX hours

"$WTI $BRENT is a Long ($75 to $80ish roughly for both) $TLT ZN ZB SHORTS $EURUSD (Yeah I know shut up its temporary) $SPX $NQ $BTC Neutral to tactically Short $DXY $USDJPY Long $GC $GDX $GLD Short This my tactical call for next few weeks until Mag X reports earnings. Israel & Yemen going tit for tat is not a good sign. As Ive been saying Khamenei (many) men wish death upon him. He is toast he knows it. But some escalation has to take place to take him out. It might be starting to pop off again. Large Volatility pops like what occurred in April tend to linger and reemerge to a smaller degree a"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942433491364335663) 2025-07-08 04:00:07 UTC XXX followers, XXX engagements


"$KWEB $SMCI $BABA $BIDU $TCEHY They tried to kill Huawei in 2018 made SMIC delist. 24/7 AI video generated news anchors. Facial recognition technology that the NSA wishes it had. Dont sleep on the dragon. China stocks are about to go parabolic soon their tech is unstoppable. Semiconductor ban was honestly too late China didnt even need those chips to do what it is doing. You dont hear much about their tech b/c they made that mistake in 2018. They showed their hand too early but theyll be smarter moving forward"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945682362219598136) 2025-07-17 03:09:58 UTC XXX followers, XXX engagements


"$AMD $BABA $SMCI $SPX $BRC $NQ $DXY $TLT Global Peace Dividend Incoming Wow that REEs ban really crippled the military and made America come to the table maybe we should have banned this when our friends Russia & Iran needed help. It would have been the perfect time as multiple theaters of war would have stretched the US military thin we couldve banned the REEs and then cyber attacked all their infrastructure and take TAIWAN MUHAHAHHAHA Butahhhh well well get them next time even though Russia is pivoting to Europe & Irans regime walks around with Patrick Swayze & Casper This is going to be"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1940611115097980952) 2025-07-03 03:18:39 UTC XXX followers, 1409 engagements


"Is this Tariff Inflation in the room with you right now Heres my boy Rick saying what I been saying but with much more elegance and class. If there was one dude I could shadow in finance (who is not one of the big boy HF legends) it would be this guy. Managing a myriad of different funds with different mandates seems maaaaaad fun. Plus I wanna see what that Aladdin is like. I saw one post of a guy who was banking on inflation saying if you strip out shelter πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Yeah lets strip out shelter the biggest component for consumer spending to get a read on inflation. Even though inflation"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945676658532647046) 2025-07-17 02:47:18 UTC XXX followers, XXX engagements


"Bro this is old as fuuuuuuck this news. But another instance showing how Russias Human Intelligence is elite"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946415969506611649) 2025-07-19 03:45:04 UTC XXX followers, XXX engagements


"$GDX $GC $GLD $DXY $EURUSD $USDJPY $TLT But the consumer is healthy $AMZN (side note Amazon is still going to crush this upcoming earnings) Ive been preparing gold bugs to SHORT/SELL for a while. Its over. They are going to ride the train up then right back down if they dont start actualize profits. I already see it happening Gold bugs just watching price go down confused whats going on Thats the faithful beginning to question their god. Why is my gold not blessing me anymore What did I do wrong You see when you start getting emotional invested into something you start thinking like a sucker."  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942631154634612822) 2025-07-08 17:05:34 UTC XXX followers, 2003 engagements


"$WTI $BRENT Not bad not bad at all. Still long but getting out for now well see what Sunday look like"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946293155801780713) 2025-07-18 19:37:03 UTC XXX followers, XXX engagements


"$HG Copper is just up on tariff threats but Iron Ore is the true life blood of the global economy. One of those reflation signals along with the price of Lumber. I underestimated expectations surrounding the fiscal impulse and deficit. It was an instance where I analyzed the data and saw the end game but I failed to think about how investors would think about what is going on. You gotta always game theory the markets. its about what you see yeah but you also need to understand how people will see things. I need to work on that to get my timing better but Im still going to cover the longer"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944835997058863398) 2025-07-14 19:06:49 UTC XXX followers, XXX engagements


"$KWEB $BABA $SMCI $BIDU $TCEHY Year of the Dragon Imminent. China is showing premature signs of green shoots. Of course it will still require big monetary & fiscal stimulus but Chinas economy has bottomed. US will still catch the deflation bug that China has been exporting for over the last two years. The US induced global economic cycle ensuing from monster covid stimulus is over China will now carry the global economy for the next few years with more domestic CONSUMPTION (I know it sounds like a myth but it is coming for the Chinese people) Year of the Dragon 2026 (starts this year in late"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943188364892450957) 2025-07-10 05:59:43 UTC XXX followers, 3912 engagements


"$DXY $EURUSD $USDJPY It wasnt TARP or any of the other Alphabet soup measures that saved us in XX. It was $500B in swap lines. Yeaaaah but dedollarization Golddddddd Falling Empire Swap lines are nothing like QE. QE is just an asset swap which is why its effect on the velocity of money is poor and only causes asset price inflation. Michael Jordan played basketball retired and got a NBA team. LeBron has made more money than Jordan did during his career yet each day Brons hope of owning a team escapes him as the price tag for a team keeps skyrocketing. A nice sports example of who all that QE"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944161465776451893) 2025-07-12 22:26:28 UTC XXX followers, XXX engagements


"$WBD Warner Brothers What if DC is about to go on a Marvel type run The Batman was a hit Penguin show was a hit Marvel is fucking trash now & $DIS has no clue how to utilize any of its IP. They caught lightening in a bottle by having Chris Evans Robert Downey Chris Hemsworth & Scarlett Johansen. I see a changing of the guard happening. And I loved the original marvel movies but I always loved DC more. Not to mention Harry Potter show coming soon & continued rollout of Game of Thrones content. I subscribe to that investment philosophy of investing in things you use all the time. People watch"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944494250110095383) 2025-07-13 20:28:50 UTC XXX followers, 2349 engagements


"@merlinscapital Nah bro you not living until youre testing your woodpecker and comparing it to your young sonsπŸ˜‚. Bryan Johnson out his damn mind"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945645235704349138) 2025-07-17 00:42:27 UTC XXX followers, XXX engagements


"Getting in $EURUSD Short & Long $TLT but thru ZB longs"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944894454164345237) 2025-07-14 22:59:06 UTC XXX followers, 1474 engagements


"$KWEB $BABA $SMCI $TCEHY $BIDU $SPX $DXY $USDJPY $EURUSD YEAR OF THE DRAGON COMING And they have no idea why. But soon my magic trick will be revealed Omg US is so stupid for giving chips to China what an L for Trump China REEs ban was SO POWERFUL dude. Like no dude seriously China doesnt even need Nukes or an Army or a Navy they just have to Ban REEs and they can cripple the US πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ omg this guys always repeating himself despite his thesis being a complete fucking global game changer uhhhh just shut up😑🀬😑🀬 yeah sorry that I think that more than my XXX followers (and I got"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945351113479266559) 2025-07-16 05:13:42 UTC XXX followers, 1402 engagements


"@OffshoreHODL @RealJimChanos Its horrible. I feel like a lot these smart money guys bulldozed into this trade and I think thats why BTC ran so hard to $120+. MSTR shorts were getting squeezed and trying to balance out their deltas"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945652564730523848) 2025-07-17 01:11:34 UTC XXX followers, XX engagements


"$SPX $VIX Market has handled the momentum sell off well but again the oversupply of options is keeping markets pinned. A lot of catalyst coming on this week of OPEX so lets see what happens. Popular Short Squeeze names and $RTY have to start showing signs of weakness this week to confirm coming mini correction. Its all about spotting Volatility up Spot down behavior in this market since the opposite Spot up Vol. down has been in play during this V shape recovery rally. These are the three reversal signs to look out for to confirm whether this momentum unwinding is going to have broader market"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944491196816273476) 2025-07-13 20:16:42 UTC XXX followers, XXX engagements


"Yeah word what does that mean. I always noticed that everybody in the street sucks at forecasting OERs impact on inflation & it always made me wonder why cause they are pretty solid with other econ reports. Is the entire inflation methodology a blackbox Or is OER more blackboxy than others"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945588685614752162) 2025-07-16 20:57:44 UTC XXX followers, XX engagements


"$SPX $NQ $BTC $DXY $GDX $GC $GLD $DXY $TLT $TSLA $APPL $AMZN $MSFT $META $GOOG $NVDA July Seasonality is strong b/c it is the midpoint in the year so people chase who were underallocated. Nobody is going to chase from here though idc how low positioning is. Options are oversupplied on both tails limiting big moves in either direction. Peak buyback blackout window. Peak Summer low volume everybody on vacation. Uncertainty on Feds path Jackson Hole is not until August (this one is going to be BIG theyre usually duds). Every big economic report this month is already well hedged for. Big earnings"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942842601884844421) 2025-07-09 07:05:47 UTC XXX followers, 1394 engagements


"RIP Jake Gyllenhaal gave his life for this performance and it truly was a masterpiece"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946308037947355588) 2025-07-18 20:36:11 UTC XXX followers, XXX engagements


"$BRENT $WTI This is going to hurt some oil guys feelings but because deep down they know it is true. THERE IS ABSOLUTELY ZERO ZERO Mark Baum voice ZERO signal from crude stockpiles. It is telling you nothing about the fundamentals and will make you lose money as Im sure all you oil traders know already which is why my comment may brother you. Dont conflate ideas with your identity discard what doesnt work and adapt or die. Death by 1000 cuts still means you die. If you dont understand Geopolitics you have no fucking shot trading oil. Thats just a fact as has been shown these last few years."  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943089438994596201) 2025-07-09 23:26:37 UTC XXX followers, 1088 engagements


"$WBD Warner Brothers owns media content for mature older audiences and it is now coming for the younger demographic with Anime. Anime is low key the main reason $NFLX has been so hot. Bleach is one of the biggest animes ever and a movie for it is a game changer. They killed it with the Minecraft movie & they are gearing up more and more to dominate streaming. HBO has always and will always be a premium product that produces AWARD winning shows. Their IP is truly cream of the crop"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944948335627940021) 2025-07-15 02:33:13 UTC XXX followers, 3683 engagements


"$SPX $NQ $BTC $VIX $GC $GDX $GLD $TLT $BRENT $WTI $DXY $USDJPY $EURUSD $MOVE $CRCL $HOOD $PLTR Bingo this market is trading on Macro Cross Asset Volatility. Anybody looking at each market idiosyncratically is only going to see bullish set ups as the flows positioning and respective option complexes all signal to be long. But April & June Vol events were products of volatility exploding across asset classes they werent idiosyncratic. Funding markets are getting tight in Asia due to the expansion of Chinese deflation. Europe is going to be next to see funding troubles watch for Italian bond"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942471910123544932) 2025-07-08 06:32:47 UTC XXX followers, 2512 engagements


"$GDX $GC $GLD Short $TLT ZN ZB Long Been calling this for a month but Ill take it as being wrong despite both being at around the same price levels from when I started making my calls in early June. Early is wrong I know cause I traded these and got burned but ultimately Gold nor US bond yields have made new ATHs. I still maintain that by end of summer yields will be much lower along with gold prices. So traders can shit on me everybody else be patient. I do see risk for higher yields as the risk to oil is to the upside again for now. MOVE index is at its floor and Ive been expecting an"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944612798408847548) 2025-07-14 04:19:54 UTC XXX followers, XXX engagements


"$WTI $BRENT down X% $BTC up X% $VIX at a floor. Oil loves the weekends something always seems to happen on the weekends. VIXpiration & OPEX next week. All this suppression of Implied Vol. is what is leading to this up move. Thats not real flows that is just manipulation of the greeks. But they wont be able to manipulate it next week. All the greeks will be their own forces of natures as time to decay reaches its peak. Simon Porter was the maestro at NY Fed post QE and was a master interventionist at suppressing Volatility especially in the equity space as SPX can quell cross asset market"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943376979383980466) 2025-07-10 18:29:12 UTC XXX followers, XXX engagements


"$SPX $NQ $BTC $VIX $WTI $BRENT $GDX $GC $GLD Probably should have looked at BTC positioning data to see that $115k was key level but I dont trade BTC I use it as a signal. Still this move confirms the underlying dynamics occurring in the market manufactured vol. suppression with phantom liquidity pumping momentum to try to keep it alive. BTC X% above my high target but if BTC goes back down to 105kish was I wrong Idk I dont think so. There are dudes on here who are promoting their longs who almost got wiped out or who definitely had SLs hit multiple times before their long played out. Dudes"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943444492952178956) 2025-07-10 22:57:29 UTC XXX followers, XXX engagements


"$REMX $MP $KWEB $SMCI $BABA $BIDU $TCEHY $TSM ❄ Cold War 2.0🧊 Is thawing for now and maybr for a couple of years from here. πŸͺ„PRESTI(XI)GEπŸͺ„ 🐲Year of the DragonπŸ‰ 🌎🌍Global Peace Dividend Incoming🌏 Omg Trump caved because of the REEs ban Or did he πŸ€”πŸ€”πŸ€”πŸ€” Headlines hit different when you know what is going on behind the scenesπŸ“°πŸ—ž You start seeing governments utilize a Hansel & Gretel method for communicating impending big change. Leaving a breadcrumb trail of information through periodic low profile news releases to prime the populace for what is to come 🍞πŸ₯–πŸ₯–πŸžπŸžπŸ₯–πŸ₯– If China is"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946095697444647335) 2025-07-18 06:32:25 UTC XXX followers, XXX engagements


"$WTI $BRENT Ya still trying get signals from Stockpile data From Western Media Headlines After OPEC cut them off Oil market is going through a media and reporting war between East and West. Good luck trying to play breakouts in either direction. Oil is about geopolitics and thats it. Andurand is master in his space and he is getting his ass handed to him. You think youre analyzing the minutiae better than him his firm Nah. Geopolitical Analysis is one the rise and if you want success at trading then you need to recalibrate all of your information channels and gear it towards understanding the"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945229610373013678) 2025-07-15 21:10:54 UTC XXX followers, XXX engagements


"Oil Nat Gas European Nat Gas TTF have all been down ytd. On the margins as well I think Chinese deflation is beginning to sweep through the globe. If it wasnt for tariffs copper would be down along with all other commodities. Chinese bond yields are lower than Japan which is insane. All this speaks to the state of the global economy being in deflation. Companies are also smarter with their orders from warehouses they have been keeping inventories at a net demand basis and they already pulled a lot of forward demand thru. Im not an economist by any means more of a macro guy but this is what I"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945750970811469863) 2025-07-17 07:42:36 UTC XXX followers, XXX engagements


"Bro it makes so much sense. Russia energy policy is so stupid lol. It makes no sense. You can see that they have no clear strategy. Europe man what a mess. The EU is better than what they were doing before with world wars though so Ill take it πŸ˜‚ But also it does make sense now that I think about it more closely cause the anti nuclear push in last five years has been wild in Europe. Like I would get the push after the Fukushima in 2011 disaster but that was more than a decade ago. So it just seems super suspect but goes to show how clueless and comfortable Europe has gotten without having to"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946419925415055763) 2025-07-19 04:00:47 UTC XXX followers, XX engagements


"$DXY $EURUSD $USDJPY $GDX $GC $GLD Russia gave the appearance that they dedollarized when it reality they just moved out of Treasuries and into US Dollar FX swaps. It shows the prominence of the US dollar in world trade. It is going to be hard to knock it off as the reserve currency with this current world order I saved this graph in May of 2022. I dont remember from where but probably ZH. I would really love an update on this. Hope some number crunchers would check if this still holds. Would be gut wrenching punch to the stomach for gold bugs if this data still checks out to date. If Russia"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946822587730047458) 2025-07-20 06:40:49 UTC XXX followers, XXX engagements


"$WTI $BRENT OPEC has been in a war of words against EIA & IEA for years now. The West uses both outlets to talk down Oil prices and sentiment very effectively I might add. Which also lowkey may tie into my earlier post about the uselessness of stockpiles data in terms of forecasting oil prices. Bidens admin basically destroyed the stockpile datas signaling function. US admins use a combo of manipulating stockpile data along with finessed demand and supply projections from EIA & IEA to help contain Oil prices and sentiment. This may be a sign that OPEC is finally getting more offensive and is"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943102347015565714) 2025-07-10 00:17:55 UTC XXX followers, XXX engagements


"$SPX $NQ $BTC $DXY $USDJPY $EURUSD $VIX $TLT $GDX $GC $GLD INFLATION INFLATION INFLATION INFLATION INFLATION INFLATION BUT WHEN I LOOK. I SEE DISINFLATION DISINFLATION DISINFLATION DISINFLATION DISINFLATION Stop confusing NOISE especially idiosyncratic NOISE for something SYSTEMIC. US is the biggest buyer in the world. China is the biggest seller in the world. China is experiencing massive deflation selling super low priced shit. It is hitting rest of Asia already it is starting to hit Europe now and will hit the US by Q4. Macro Vol is going to rise in this short window in July until Mag 7"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942678443050819770) 2025-07-08 20:13:28 UTC XXX followers, 2127 engagements


"$GC $GDX $GLD $SLV $USDJPY The gold top calls are slowing coming in from the bank research desks. Ive been saying that Silver & Platinum running hard is a sign that Gold is topping not a signal that Gold was going to continue breaking out. Global Carry Trade is what matters and how it works. Looking at asset prices for signaling can be misleading without understanding how the whole system truly operates. False dawns of reflations look just like actual green shoots of reflation thats the danger Also nailed the fucking Gopher/USDJPY long call. Its about to break the fuck out. I personally got"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945709720553042125) 2025-07-17 04:58:41 UTC XXX followers, XXX engagements


"$AMD $NVDA $APPL $MSFT Deepseek showed that you can use a lot of clever techniques to maximize existing chip performance. You read that first sentence accompanying computational and memory demands make both training and deployment expensive Deepseek didnt innovate any new techniques it just chose to implement the techniques that were being published in so many research papers that the big tech players were disregarding. This technique DOUBLED INFERENCING Which is what I have been saying. Add it to the list of titles and names I give to my thematic theses. 🚨🚨INFERENCING IS BECOMING🚨🚨"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945694506407415900) 2025-07-17 03:58:14 UTC XXX followers, 1065 engagements


"@RTNBA @ZachLowe_NBA Guys were saying the same about Devin Booker when he dropped XX. Nobody knows how to evaluate SHOOTING guards. You know guards whose job is to score. Cam is going to prove guys wrong this year"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946291264309084494) 2025-07-18 19:29:32 UTC XXX followers, 22.4K engagements


"$SPX $NQ $BTC Love how nobody is talking about Retail sales report tomorrow. You see how volatile this market is moving off headline risk I told ya headline risk is to the downside now. We are seeing scary intraday moves that are being obfuscated by the open to close volatility measures. Iceberg market things look cool on the surface but there is big trouble brewing under it. Well see what the weakening consumer really looks like tomorrow. Stay ready stay focused"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945681014312841233) 2025-07-17 03:04:37 UTC XXX followers, XXX engagements


"Funding Pressure is building abroad but suppressed $VIX rising $SPX is giving an illusion of liquidity. This isnt funding pressure this is only reverse rebalancing Yeah sure but that has consequence even if that was the case but I dont think it is. The Swiss Francs role in the global carry trade is that it facilitates the carry for EUROPE which is going thru deflation as China has been exporting it to them for over two years now. Deflation over there is hitting escape velocity now. Both key arms of the Dollars global carry trade have strengthened tremendously Franc & Yen. This is funding"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943395913067827205) 2025-07-10 19:44:26 UTC XXX followers, XXX engagements


"$WTI $BRENT Escalate to deescalate to escalate again. People want declarative wins like in the times of Napoleon we dont live in that world anymore. Its all about boiling the frog in terms of what is acceptable to the public to prepare them for what is to come decisions that have been decided already hypernormalization. The US let Iran smuggle HEUs out before the strikes. It wasnt for show it was to escalate to deescalate to then later escalate again. You let cornered dogs escape or their attack becomes unpredictable & dangerous. Iran has now moved their HEUs somewhere secure albeit where all"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943155373457740281) 2025-07-10 03:48:37 UTC XXX followers, XXX engagements


"$USDJPY $USDCHF $DXY $VIX $SPX $NQ $BTC $APPL $NVDA $AMZN $GOOG $TSLA $META $MSFT MOVE $GDX $GC $GLD $TLT Mar a Lago accord was really between Japan and the US. BoJ and Ministry of finance have been periodically intervening to strengthen the yen. Japan has been eating the tariff cost yet US import prices are rising which shows that most foreign countries are not eating the tariff costs but instead US wholesalers are. But one party has been eating the tariffs Japan. Dollar has depreciated roughly XX% in X months Both USDJPY & USDCHF are DOWN big. Yes US Bond yields spiking played a big role in"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942514151131124133) 2025-07-08 09:20:38 UTC XXX followers, 2212 engagements


"$VIX $SPX $NQ $BTC Momo meltdown Dispersion unwind OPEX UNCLENCHING Yeah yeah Im not saying short or to sell but to be ready to buy the dip. Cash is not trash. Thats all Im preaching here"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946103817361138084) 2025-07-18 07:04:41 UTC XXX followers, XXX engagements


"$WTI $BRENT $SPX $NQ $BTC Its slowly starting again. Prepare for phase two. Been talking about the risk to oil to upside after fading Strait of Hormuz closure in June. How the Middle East drama reactivating can foment a hit to bond yields in the short term (still in the deflation camp still think upside potential in $TLT is an incredible long till end of year) along with stocks selling off. Either we begin to unclench after OPEX or Middle East trouble reigniting will lead to momo meltdown. Dont chase the rallies here a big buy the dip opportunity coming"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945608670361878840) 2025-07-16 22:17:09 UTC XXX followers, XXX engagements


"$DXY $USDJPY $EURUSD $SPX $VIX They still dont see the deflation and funding problems in Asia. They think Im just making shit up. Still see a correction coming in $SPX. Been saying 6300 has a strong resistance area and oversupply of options even with BTC rallying hard it wont change the flows or option picture for SPX for next week. Price is pinned in both directions which is why I have been saying that only a Middle East Catalyst can cause a selloff b/c that would activate flows or it happens after OPEX as a lot of option positioning is wiped off and SPX unclenches momentum collapses popular"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943731232841642168) 2025-07-11 17:56:53 UTC XXX followers, XXX engagements


"@ZanJacquRef πŸ˜‚πŸ˜‚πŸ˜‚ when I say cash I mean Turkish Lira"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946264610027229269) 2025-07-18 17:43:37 UTC XXX followers, XX engagements


"Nice find. Yeah its basically a global carry squeeze. All that global M2 printed by Rest of World Central Banks needs to be absorbed by the Dollar. All other currencies are inverted pyramids that grow out from US dollars. When the squeeze ensues then all that RoW Global M2 begins to collapse on itself and dollar starts to strengthen. That is what we are seeing now. We have not seen a blow off top yet. You can trim exposure and hold cash as I have but you need to maintain longs imo"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946443785975615934) 2025-07-19 05:35:36 UTC XXX followers, XX engagements


"$GDX $GC $GLD $TLT ZN ZB $DXY Inflation guys because the EXPORTER OF THE WORLD has been well EXPORTING DEEEEFLATION for over TWO YEARS NOW And you think little measly tariffs (WHICH THE FED HAS A PAPER ON SAYING IT HAS NO EFFECT ON PRICES) is going to trump the DEFLATION COMING FROM THE MANUFACTURER OF THE WORLD"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945161920459182225) 2025-07-15 16:41:55 UTC XXX followers, XXX engagements


"$SPX $NQ $BTC $APPL $AMZN $META $MSFT $TSLA $GOOG $NVDA $VIX $WTI $BRENT $DXY The only bull actually quantifying the risk in a tactical level. Immediate interim the long run. Multiple gears of the machine I lay it out all. Been laying out the case for the coming selloff religiously. They dont understand why we are going up and they wont understand why we go down. BTC hit my upper level & SPX is close to it. Get ready to BUY THE DIP THOUGH. Mag7 Earnings are going to smack it out the park as other sectors start showing some signs of stress from tariffs. VIXpiration OPEX next week. Weekend"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943406448203174051) 2025-07-10 20:26:18 UTC XXX followers, 1025 engagements


"$SPX $NQ $BTC $VIX $WTI $BRENT $TLT If SPX cracks 6300 before OPEXit is an AUTOMATIC SHORT - 5-8% selloff potential If BTC cracks $113k before OPEX it is an AUTOMATIC SHORT - 12-18% selloff potential With no catalyst emerging main macro risk is Oil (Houthis acting up again giving Top Gun X a run for its money in terms of recruitment video impact) we will likely crack above the aforementioned prices. If no catalyst we unclench after OPEX. Regardless of the path a selloff is coming but one mans trash is another mans treasure. To the wise ones this will be a massive BTD (Mag X Google & Amazon"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943186720805023850) 2025-07-10 05:53:11 UTC XXX followers, 2231 engagements


"Deeeeeflation is still going to be the risk. This $WIT $BRENT pop is not fundamental but geopolitical. This pop will not be inflationary. Gasoline prices is what matters and they are at bedrock levels. The low in gasoline prices has not be stimulatory clearly as retail sales continue to be a disaster. Retail is pouring money into stocks out of desperation not optimism if it was optimism they would be spending across the board but clearly we see they are not. Not spending is deflationary. The quicker the Iran situation gets resolved (I expect it to happen by next week MAX) the more likely the"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1935048938899304610) 2025-06-17 18:56:33 UTC XXX followers, XXX engagements


"$DXY $TLT $USDJPY $EURUSD $GC $GSX $GLD Been saying JPowell has been political which has set the risk for bond yields to the downside. People the Fed produced a paper on tariffs saying they dont cause inflation. You see that deflation in China the US is going to catch that like it caught the Wuhan Flu. Fed should have at LEAST been dovish in its forward guidance forget actual cuts they havent even been dovish with their language. They are behind. People are confusing excess liquidity & the pumping of assets as a signal for underlying global economic health. NO it is just excess liquidity"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943035414299701714) 2025-07-09 19:51:57 UTC XXX followers, 1049 engagements


"$KWEB $BABA $BIDU $TCEHY $SMCI China is showing green shoots. They hold the key to truly making this cycle a reflationary one the dawning of a new cycle still funding trouble is building and we will have to clear that legacy risk out the system to really move up Dollar the Galactus is hungry for Global M2 and nothing usually stops him from eating it all. My call for market crash in Q4-Q1 XX remains but as I have said China can completely change that call. Yes it is about the calls you make but the real way to hedge it is not by utilizing obfuscating language but by having a diverse portfolio."  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943492033944903762) 2025-07-11 02:06:23 UTC XXX followers, 3751 engagements


"Basically what he is saying is $GDX $GC $GLD $EURUSD short. $TLT $DXY $USDJPY long $SPX $NQ $BTC longs A Global Carry Trade Squeeze that leads to all Global M2 getting gobbled up by Dollar the Galactus leading to a broad based US asset rally. But WTF do I know Dudes want me to stfu but Im saying all the same shit as these top accounts and same shit being published by respected people in the financial industry. In factttt Im saying it before all of them a lot of times thats not ego thats a fucking fact thats the good thing about keeping records of dates it leaves no room for lies my timeline"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943817419220308168) 2025-07-11 23:39:21 UTC XXX followers, 1287 engagements


"But $AXP American Express credit usage went up for Gen Z guys Its almost as if we are in a K shape economy right"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946298603200205192) 2025-07-18 19:58:42 UTC XXX followers, XXX engagements


"So tariffs arent being passed thru to consumers and margins actually EXPANDED Inflationistas are nitpicking by only looking at the goods number but disregarding that the transportation and warehousing number is down Companies post covid were forged in the crucible of fire in terms of dealing with supply chain disruptions. You think these companies are shocked by these tariffs compared to what they experienced after the reopening of the economy coming out of covid Pleaaaaaaaase The low transport and warehousing number shows that companies learned how to smartly stock up on goods and build up"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945731329221402674) 2025-07-17 06:24:33 UTC XXX followers, XXX engagements


"Look at all these $DXY long takes now. They just coming out the wood works. Next up is going to be all the $GDX $GC $GLD is a short takes. The spirit manifests before the physical thats why I can see before they do. Theyre empiricists slaves to deduction. Of course many people can have the same take but the diversity and breadth of my calls is what separates me from the rest. I connect seemingly disparate dots of information into a constellation in order to divine the future"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942682700600467792) 2025-07-08 20:30:23 UTC XXX followers, XXX engagements


"$SPX $NQ Shorts $BABA $WBD $GOOG $AMZN $XRP -buy the dips Headline risk is to the downside. Oversupply of Options is pinning this market it is an illusory support level that vanishes the more and more we approach OPEX. $VIX-piration Wednesday CPI tomorrow Options expiration Friday. Catalyst heavy week stay ready. Tariffs areng going anywhere this is all about collecting revenue for the admin. Trump can do whatever he wants with SPX well above 6k and that is exactly what he is going to do. He already is doing it but market is pinned by options. Complacency is growing in this market & the flows"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944828636470628360) 2025-07-14 18:37:34 UTC XXX followers, 1339 engagements


"It would cause BTC to sell off but as long as stables arent sold or converted into the underlying US Treasury bonds then it wont impact bonds much nor dollar if anything dollar would rise more when BTC gets sold for it. This would most likely effect all alts also but it all depends on the magnitude of the selling and the underlying macro and liquidity factors. But in a vacuum btc price would go down dollars go up & bonds go up. Assuming when you say sell btc into dollars you mean sell btc for stables"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943780453884080646) 2025-07-11 21:12:28 UTC XXX followers, XX engagements


"$WTI $BRENT Im longing right here something is cooking up over there"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945612849759269147) 2025-07-16 22:33:45 UTC XXX followers, XXX engagements


"$TLT $DXY $USDJPY $EURUSD I wonder why businesses across the country have stopped mentioning inflation as much as they were at the start of the year HmmmmmmmmπŸ€”πŸ€”πŸ€” Margins compressing Goods prices going up but not being passed through to consumers Inventories at fine levels especially with consumers slowing down -inventory to sales ratio has been steadily climbing after bottoming in 2021 (you know when we had full blown helicopter money in the system) I mean this is the BEIGE BOOK people. A pretty serious and in depth qualitative economic report that covers district by district. All XX that"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945716682657255593) 2025-07-17 05:26:21 UTC XXX followers, 1194 engagements


"$AAVE $PENDLE Virtuals Protocol Thats why I think AI Agents are going to be a game changer for Defi. Tradfi is not going to come into defi as new marginal demand but the AGENTS WILL Defi season is not coming until next cycle theyll go up with this coming blow off top. but it wont be a true defi season. Them legacy defi coins like AAVE Compound Pendle are going to go banana shit crazy next cycle. Next cycle will start off with defi going bonkers as agent propagate and the dead internet theory proliferates. AAVE Pendle & VIRTUALS are my top long term long term Defi plays. Only got exposure to"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946337237949726736) 2025-07-18 22:32:13 UTC XXX followers, XXX engagements


"@Rainman420420 @RTNBA @ZachLowe_NBA Hes going to put on a show this year and shut up the doubters. I already laid out his shotting stats compared to DBook. Basically the same except Booker was starting right as a rookie. Cam had to sit behind Kyrie Harden"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946306663457120341) 2025-07-18 20:30:43 UTC XXX followers, XXX engagements


"$DXY $USDJPY $EURUSD $EURCNY So Europe is catching the deflation from China already Who knew I mean EURCNY who even looks or post about that pair"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945695436548772221) 2025-07-17 04:01:56 UTC XXX followers, XXX engagements


"$XYZ $PYPL $XRP $BTC 6/30 was when I posted my spidey sense were tingling on block and paypal. I fucking told ya lmfaoo. I also told ya Ripple was the better play but idk man all I do is repeat myself write fluff & am seemingly obnoxious πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Yet Im out here giving alpha for free πŸ€·β™‚πŸ€·β™€πŸ€·πŸ€·β™€πŸ€·β™‚πŸ€·πŸ€·β™€πŸ€·β™‚"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946328795285201379) 2025-07-18 21:58:40 UTC XXX followers, XXX engagements


"Devin Booker who cant sniff playoffs without CP3 Devin Booker who broke above XX% fg after X years starting Cam at XX% in his SECOND YEAR STARTING getting minutes. Dude learned from Harden Kyrie and KD who AL COSIGNED HIS ABILITY. You think this guy didnt learn from them goats Ya gonna see what my boy does this year"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946303003184529414) 2025-07-18 20:16:11 UTC XXX followers, XXX engagements


"$DXY $SPX $NQ $TLT $GDX $GLD $GC $BTC $EURUSD $USDJPY $GOOG $XRP Global Carry Trade Squeeze Dollar the Galactus is Hungry for Global M2 πŸ’΅πŸ’ΆπŸ’·πŸ’΄πŸ’΄πŸ’·πŸ’ΆπŸ’΅πŸ’΅πŸ’ΆπŸ’·πŸ’΄πŸ’΄πŸ’· Mag X Season 2018-2019 Redux -gold short bonds long stocks long crypto long dollar long Before. REPOCALYPSE XXX Do you think thats air youre breathing"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946653021359817010) 2025-07-19 19:27:02 UTC XXX followers, XXX engagements


"$META $NVDA $TSLA $APPL $MSFT $AMZN $GOOG $SPX $NQ When Zuckerberg changed the companies named to META during late October 2021. A few months before market topped and then in 2022.well we remember the 2022 slow train wreck that was markets. Remember all that money Zuck plowed into Reality Labs. BILLIONS of DOLLARS were being poured into it. Then in 2022 he had to say on an earnings call that Reality Labs may not provide results until 2030 Reality Labs since 2020 has a more than $60B operating loss And look whats happening now. History doesnt repeat but it rhymes Im tactically bearish for next"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945724147125956765) 2025-07-17 05:56:01 UTC XXX followers, XXX engagements


"$SPX $NQ $DXY $EURUSD $USDJPY $TLT $GDX $GC $GLD $KWEB $SMCI $BABA Sooooooo like the 2015/16 period. Anybody remember a big event that shook markets around that time Chinese Yuan devaluation August XX 2015. Market never saw it coming they didnt even understand what was happening. BOJ goes NEGATIVE interest rates for the first time in January 2016. X months after China devalues. Whats interesting about Chinas unpegging was that in that year the PBoC made a fundamental changes to how it managed its currency. Before the rate was set in an obscure fashion but in 2015 they allowed the currency to"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1944177275286532575) 2025-07-12 23:29:18 UTC XXX followers, 3229 engagements


"$WTI $BRENT And ya think that the OPEC news to bar Western media outlets was random Western media plus IEA & EIA have been working together to suppress the price of oil through narrative & shoddy data (we need to make our government organization that collect data great again. All of them continue to lose their integrity) for years now. Also Ive discussed peak shale EIA & IEA have always had beyond optimistic with their forecast for when Shale patches would peak. But when you take the aforementioned into account can they be trusted Of course they would want to make it seem like the Shale patch"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943737101020799215) 2025-07-11 18:20:12 UTC XXX followers, XXX engagements


"$SPX $NQ $BTC $APPL $TSLA $NVDA $META $MSFT $AMZN $GOOG $VIX Im telling ya this market is going to be annoying. Going nowhere If your an unbiased trader then this is your environment. If you an investor in stock then go on vaca. If you see a big dip dont worry BUY IT. Headline is going to make your mind go numb your going to a bunch of stupid ass takes laced with emotions that will seep into your subconscious all from dudes who dont know wtf they talking about who are farming engagement & who are using X as their own Psychiatrist couch to unload all their fears and insecurities about the"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942686006727278755) 2025-07-08 20:43:32 UTC XXX followers, 1913 engagements


"$WBD $NFLX Favorite stock to tweet about cause Im just reposting content that I am going to be watching anyways. The product is ultimately shows and movies Thats a fun company to invest in and track. Its an art cause you need to know how the IP will resonate if it can be executed properly. Idk if anybody is messing with HBOs in terms of consistency in quality of production. & DC is starting to get hot if the next Batman delivers (it will) its over Invest in what you spend ya time and money on & man do I love shows and movies. I love HBOs IP out of any streaming service. Its personally not"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945182241295888725) 2025-07-15 18:02:40 UTC XXX followers, 2382 engagements


"$KWEB $BABA $SMCI $BIDU $TCEHY This is accelerating faster than I expected. Year of the Dragon is already here No ones long China. No one David Tepper bout to add another notch to his belt in terms of big calls panning out"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945018868381970448) 2025-07-15 07:13:29 UTC XXX followers, 1356 engagements


"$EURUSD $TLT ZN ZB $GC $GDX $GLD One bingo and One dud Not bad $VIX staying sticky & MOVE Index up is telling me leave yields alone for now (no shit idiot) Took a shot at bonds just to play cpi but now Ill wait until JGBs settle as yields are looking to stay elevated here for a bit longer. Going to instead focus on continuing to long the dollar. My longer term view on bonds holds but Im fighting against a current here and need to let JGBs settle down to give the signal which I think will happen as we approach Japans Parliamentary elections on the 20th. Ive also been saying equity markets have"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945148577417752912) 2025-07-15 15:48:54 UTC XXX followers, XXX engagements


"$SPX $NQ $BTC $MSTR $DXY $TLT ZN ZB $USDJPY $EURUSD $GDX $GC $GLD $GOOG $AMZN $TSLA $NVDA $APPL $META $MSFT $WMT πŸ˜‚πŸ˜‚πŸ˜‚ Been talking about this market being like 2019 for over a month. Been saying REPOCALYPSE is coming. Thats what we are seeing in global bond yields rising & RoW assets performing well it is not inflation induced but the effects of the final stages of the Global Carry Trade Squeeze. The final stage is a blownoff top in all US dollar denominated assets followed by REPOCALYPSE For a month Ive been banging the drum. Do you see why I may appear redundant despite me not agreeing"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945632258422931699) 2025-07-16 23:50:53 UTC XXX followers, XXX engagements


"$TLT $USDJPY $EURUSD $USDCHF $DXY Yields are up b/c of funding pressure and not b/c of inflation. It started in Asia and is going to hit Europe hard soon. SLR does nothing for the plumbing of the system and was all so that banks could pay out more to shareholders"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945566681243226195) 2025-07-16 19:30:18 UTC XXX followers, XXX engagements


"πŸ‘€πŸ‘€πŸ‘€ Also Real Goods purchases were down and companies havent even passed tariffs through to them yet So consumers had lower prices b/c Real PCE actually dropped but consumers still didnt buy real goods like that even though all the tariff cost havent been passes thru to them yet Ominous no"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946057575738286387) 2025-07-18 04:00:56 UTC XXX followers, XXX engagements


"Mag X Season My two ponies $GOOG (predicted early in year that it would be best performer by end of year from Mag X so lets see itll be AI king) & $AMZN (gonna smash earnings and its not even funny. I dont care about prime day I care about AWS and margin expansion from going full Robotics"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946297010555883910) 2025-07-18 19:52:22 UTC XXX followers, XXX engagements


"@jbulltard1 The NBA cleared Rozier. Malik Beasley howeveryikes"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946304326839746908) 2025-07-18 20:21:26 UTC XXX followers, XXX engagements


"$TLT But there is no bias toward inflation You see where the risk is Its not inflation. Market is blind to the deflation coming. Bind Vigilantes are going to get wrecked. Asset price signaling is not telling you what you think it is. Youre going to see how off base those signals can be at end of cycles. It looks like reflation but is just excess liquidity sloshing in a world of declining growth and inflation. Chinas massive deflation and massive surpluses is what is pushing capital out of the risk curve and that is at its limit. The change is coming soon"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945526827289559553) 2025-07-16 16:51:56 UTC XXX followers, XXX engagements


"$SPX $NQ $BTC $VIX $GDX $GC $GLD $TLT ZN ZB $DXY $EURUSD $USDJPY $BTC $MSTR $GOOG $AMZN $TSLA $NVDA $AAPL $META $MSFT (I actually think has no chance at AI or anything and think this company is dead in the grand scheme of time but then again arent we all) I raised cash and Im so ready to buy the fucking dip when it comes this thing is starting to crack. Dispersion/Momentum Unwind coming. I still hold that Jimmy Chanos and company were getting squeezed on the MSTR short leg and they tried to aggressively long BTC on the long leg to attempt balance out their losses. This was the impulse for BTC"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945169844334370898) 2025-07-15 17:13:25 UTC XXX followers, 1796 engagements


"$SPX $NQ $BTC $DXY $GDX $GC $GLD $EURUSD $USDJPY $GOOG $AMZN $NVDA $APPL $TSLA $META $MSFT Mini Sell Off Season Coming Momentum unwinding they dont see the pain under the surface theyre just watching the index price and thinking all is fine but are not seeing the pain in single stock actual spot. Options are the tail that wags the dog now but the dog has two tails index options and single stock options. All your option guys just track index volatility but they never track single stock volatility. They know of dispersion but dont track it dont wrote about they have no clue about. They just"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943011919532572817) 2025-07-09 18:18:35 UTC XXX followers, 1198 engagements


"Macro Asset Volatility is in the rise $SPX $NQ $BTC are all vulnerable these next few weeks. $WIT $BRENT Long. I told you to short during peak Strait of Hormuz fears not b/c one should fade geopolitical risk which you should but b/c I understood the geopolitical risk and faded it. When oil went down to $XX I removed my short call and said risk was to the upside. But now Im adding the long call. Its about escalating to deescalate to escalate again. Israel is getting pressured to settle with Gaza but another war front reopens Coincidence Nah. This aint over until Khamenei is dead"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1942660889456382197) 2025-07-08 19:03:43 UTC XXX followers, XXX engagements


"$SPX $NQ $BTC $DXY $EURUSD $USDJPY $GC $GDX $GLD $TLT $VIX $WTI $BRENT $APPL $NVDA $AMZN $TSLA $GOOG $META $MSFT This note from Morgan Stanley Quant team came out Wednesday. All things I have been flagging religiously these last few days but Im not a quant. Im the Jim Simons of Language though. If no catalyst emerges we will keep stair stepping higher only to massively unclench after OPEX clears options supply. If yields go higher it will restrict dealer balance sheet capacity which affects Gross Leverage. Thats why oil is critical here if it rallies it will wake up bond yields to the upside"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943176236638801996) 2025-07-10 05:11:31 UTC XXX followers, 1536 engagements


"$BTC $SPX $NQ $VIX $DXY UH OHHHH IN MY EYE πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Momo meltdown πŸ‘ Momo meltdown πŸ‘ Momo meltdown πŸ‘ Momentum without resistance leads to disaster. This is negative momentum with no drift. Short squeezes arent healthy they lead to deleveraging. Chanos and company were getting squeezed and were the marginal buyers pushing up BTC. Ask yourself WHO THE FUCK WAS BUYING ETF inflows have no fucking predictability. What do you think these allocators are stupid Theyve been buying for months capital allocators of all kinds including corporates buying for months no real impact on price as a trade"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945209345290932569) 2025-07-15 19:50:22 UTC XXX followers, XXX engagements


"Interesting. Im not there with you. I just think all that global M2 is going to come into Dollar assets as dollar rises and we see one final blow off top. What weve just experience is not a blow off top but excess liquidity coming into work after people feared for WORLD WAR X. Keep thinking people forget about how bad psychology and sentiment was in June. Blow off top is still to come as dollar gets bid. Check out 2019 DXY BONDS STOCKS AND BTC were all rallying together. Then Covid sell off hit but O think stock markets were going to sell off even without covid obviously it wouldnt have been"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946301424209670618) 2025-07-18 20:09:54 UTC XXX followers, XX engagements


"You crushed it all day today with your coverage on PPI. You provided so much nuance especially with how the Wests PPI is geared towards services while RoW is geared towards trade/inputs. I mean that was a nugget How the barrier to entry for tariffs affecting goods is high. Great work as usual bro"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1945724820265587011) 2025-07-17 05:58:41 UTC XXX followers, XXX engagements


"$SPX $VIX $NQ $BTC $SOX $NVDA It started with $TSM but now we have more chip makers pruning expectations. OPEX has cleared and the market is now more freer to move. Still a lot option supply on both tails which has made this market sticky and pretty pinned. Portfolio is doing really good and raised a lot of cash. Im competing against myself. I like the returns I have and want cash to look for opportunity b/c I still think we havent seen the blown off top but I want that momo meltdown to buy more b/c without chasing from here just seems like folly. Been taking profits while leaving initial"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946341241928458679) 2025-07-18 22:48:08 UTC XXX followers, XXX engagements


"$SPX $BTC $NQ $VIX $BRENT $WTI But Macro But Positioning But the Bears capitulating But yo momma All things happening in 2020 but loo how many X% corrections we had within that year after the big drop in March of course. The momentum factor is getting shaky shakyyyyy BTC going crazy crazyyyyy Oil curve is starting to wakey wakeyyyyy -this entire year has seen Negative headline risk emerge after market closes on Friday. Oil negatively correlating with BTC is no bueno. Houthis doing Tik Toks on raided ships. Bulls are trying to price in the next X years into a two month timespan. Its possible"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943487831575298186) 2025-07-11 01:49:41 UTC XXX followers, 1171 engagements


"$SPX $NQ $BTC $GDX $GC $GLD $DXY $USDJPY $EURUSD $GOOG $AMZN $AMD SPOT ON. They dont know how to assess dispersion unwinds thats why all your options guys (many who I respect) are not seeing the potential for a selloff b/c their options profilers only cover INDEX options but not SINGLE STOCK options. Theyre only looking at one tail but the market has two tails that can wag the dog. Ever since the momentum unwind from last week Ive been signaling the risk to this market a 2022 style choppy grind down with a VIX pop albeit a relatively muted one as options are well supplied on both tails. This"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1943068458192679247) 2025-07-09 22:03:15 UTC XXX followers, 1602 engagements


"Fed officials are gradually shifting their arguments now to favor rate cuts where before they were looking for any data point that maintained the inflation narrative. With inflation starting to slip Fed officials have run out of wiggle room. Jackson Hole is going to he an EVENT"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946065665078509738) 2025-07-18 04:33:05 UTC XXX followers, XXX engagements


"$SPX $NQ $BTC remain structural longs $DXY long season coming US Bond Yields are coming down $WTI $BRENT $GC $GDX Gold short (I can look stupid for a week or so on these but by end of summer they will be lower) What an interesting interesting interesting article. Zhang Youxia. What a name. What a name. What a name. But World War III right But Chinese Military Cargo Planes in Iran bro The Peoples Liberation Army failed to implement key military reforms needed to meet the goal of having enough firepower to take Taiwan by force in 2027 according to an Air Force think tank report. The report"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1935253183112073382) 2025-06-18 08:28:08 UTC XXX followers, XXX engagements


"$AMD $NVDA $SMIC I wonder who has been talking about how Nvidias H20 chips are known for their INFERENCING And how Deepseek changed the game and showed that it is all about INFERENCING And how INFERENCING IS BECOMING COMMODITIZED I post a lot and write a lot about a lot of different things I may have moments of delusions of grandeur ass clownery & pure fuck boy Tom Foolery But in totality Im a pretty interesting reaaaaaad πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Buy the pull back in the Semis. AMD & SMCI are my top semi investments. But dont chase from here just wait for the dip to buy my boys & gals"  
![@LordPos3idon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::955408993857531904.png) [@LordPos3idon](/creator/x/LordPos3idon) on [X](/post/tweet/1946371068215558175) 2025-07-19 00:46:39 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.]

@LordPos3idon Avatar @LordPos3idon LordPos3idon

LordPos3idon posts on X about $spx, $dxy, $nq, $btc the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX +1,013%
  • X Months XXXXXXX +1,347%
  • X Year XXXXXXX +1,067%

Mentions: XX #

Mentions Line Chart

  • X Month XXX +50%
  • X Months XXX +258%
  • X Year XXX +853%

Followers: XXX #

Followers Line Chart

  • X Week XXX +9.90%
  • X Month XXX +76%
  • X Months XXX +244%
  • X Year XXX +148%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance stocks cryptocurrencies countries technology brands automotive brands currencies celebrities gaming travel destinations

Social topic influence $spx, $dxy #9, $nq, $btc, $tlt, $gc #5, $gld #3, $gdx #3, $usdjpy #1, $eurusd #2

Top assets mentioned SPX6900 (SPX) Bitcoin (BTC) GrabCoinClub (GC) SPDR GOLD ETF (GLD) Vixco (VIX) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alibaba Group (BABA) Metadium (META) Tesla, Inc. (TSLA) Super Micro Computer, Inc. Common Stock (SMCI) Warner Bros Discovery, Inc. (WBD) Advanced Micro Devices (AMD) XRP (XRP) Netflix Inc (NFLX) Circle Internet Group, Inc. (CRCL) BlueMove (MOVE) Robinhood Markets, Inc. (HOOD) Palantir (PLTR) Taiwan Semiconductor (TSM) Witnet (WIT) Strategy (MSTR) Apple, Inc. (AAPL) Brady Corporation (BRC)

Top Social Posts #


Top posts by engagements in the last XX hours

"$WTI $BRENT is a Long ($75 to $80ish roughly for both) $TLT ZN ZB SHORTS $EURUSD (Yeah I know shut up its temporary) $SPX $NQ $BTC Neutral to tactically Short $DXY $USDJPY Long $GC $GDX $GLD Short This my tactical call for next few weeks until Mag X reports earnings. Israel & Yemen going tit for tat is not a good sign. As Ive been saying Khamenei (many) men wish death upon him. He is toast he knows it. But some escalation has to take place to take him out. It might be starting to pop off again. Large Volatility pops like what occurred in April tend to linger and reemerge to a smaller degree a"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 04:00:07 UTC XXX followers, XXX engagements

"$KWEB $SMCI $BABA $BIDU $TCEHY They tried to kill Huawei in 2018 made SMIC delist. 24/7 AI video generated news anchors. Facial recognition technology that the NSA wishes it had. Dont sleep on the dragon. China stocks are about to go parabolic soon their tech is unstoppable. Semiconductor ban was honestly too late China didnt even need those chips to do what it is doing. You dont hear much about their tech b/c they made that mistake in 2018. They showed their hand too early but theyll be smarter moving forward"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 03:09:58 UTC XXX followers, XXX engagements

"$AMD $BABA $SMCI $SPX $BRC $NQ $DXY $TLT Global Peace Dividend Incoming Wow that REEs ban really crippled the military and made America come to the table maybe we should have banned this when our friends Russia & Iran needed help. It would have been the perfect time as multiple theaters of war would have stretched the US military thin we couldve banned the REEs and then cyber attacked all their infrastructure and take TAIWAN MUHAHAHHAHA Butahhhh well well get them next time even though Russia is pivoting to Europe & Irans regime walks around with Patrick Swayze & Casper This is going to be"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-03 03:18:39 UTC XXX followers, 1409 engagements

"Is this Tariff Inflation in the room with you right now Heres my boy Rick saying what I been saying but with much more elegance and class. If there was one dude I could shadow in finance (who is not one of the big boy HF legends) it would be this guy. Managing a myriad of different funds with different mandates seems maaaaaad fun. Plus I wanna see what that Aladdin is like. I saw one post of a guy who was banking on inflation saying if you strip out shelter πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Yeah lets strip out shelter the biggest component for consumer spending to get a read on inflation. Even though inflation"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 02:47:18 UTC XXX followers, XXX engagements

"Bro this is old as fuuuuuuck this news. But another instance showing how Russias Human Intelligence is elite"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 03:45:04 UTC XXX followers, XXX engagements

"$GDX $GC $GLD $DXY $EURUSD $USDJPY $TLT But the consumer is healthy $AMZN (side note Amazon is still going to crush this upcoming earnings) Ive been preparing gold bugs to SHORT/SELL for a while. Its over. They are going to ride the train up then right back down if they dont start actualize profits. I already see it happening Gold bugs just watching price go down confused whats going on Thats the faithful beginning to question their god. Why is my gold not blessing me anymore What did I do wrong You see when you start getting emotional invested into something you start thinking like a sucker."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 17:05:34 UTC XXX followers, 2003 engagements

"$WTI $BRENT Not bad not bad at all. Still long but getting out for now well see what Sunday look like"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:37:03 UTC XXX followers, XXX engagements

"$HG Copper is just up on tariff threats but Iron Ore is the true life blood of the global economy. One of those reflation signals along with the price of Lumber. I underestimated expectations surrounding the fiscal impulse and deficit. It was an instance where I analyzed the data and saw the end game but I failed to think about how investors would think about what is going on. You gotta always game theory the markets. its about what you see yeah but you also need to understand how people will see things. I need to work on that to get my timing better but Im still going to cover the longer"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 19:06:49 UTC XXX followers, XXX engagements

"$KWEB $BABA $SMCI $BIDU $TCEHY Year of the Dragon Imminent. China is showing premature signs of green shoots. Of course it will still require big monetary & fiscal stimulus but Chinas economy has bottomed. US will still catch the deflation bug that China has been exporting for over the last two years. The US induced global economic cycle ensuing from monster covid stimulus is over China will now carry the global economy for the next few years with more domestic CONSUMPTION (I know it sounds like a myth but it is coming for the Chinese people) Year of the Dragon 2026 (starts this year in late"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 05:59:43 UTC XXX followers, 3912 engagements

"$DXY $EURUSD $USDJPY It wasnt TARP or any of the other Alphabet soup measures that saved us in XX. It was $500B in swap lines. Yeaaaah but dedollarization Golddddddd Falling Empire Swap lines are nothing like QE. QE is just an asset swap which is why its effect on the velocity of money is poor and only causes asset price inflation. Michael Jordan played basketball retired and got a NBA team. LeBron has made more money than Jordan did during his career yet each day Brons hope of owning a team escapes him as the price tag for a team keeps skyrocketing. A nice sports example of who all that QE"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-12 22:26:28 UTC XXX followers, XXX engagements

"$WBD Warner Brothers What if DC is about to go on a Marvel type run The Batman was a hit Penguin show was a hit Marvel is fucking trash now & $DIS has no clue how to utilize any of its IP. They caught lightening in a bottle by having Chris Evans Robert Downey Chris Hemsworth & Scarlett Johansen. I see a changing of the guard happening. And I loved the original marvel movies but I always loved DC more. Not to mention Harry Potter show coming soon & continued rollout of Game of Thrones content. I subscribe to that investment philosophy of investing in things you use all the time. People watch"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-13 20:28:50 UTC XXX followers, 2349 engagements

"@merlinscapital Nah bro you not living until youre testing your woodpecker and comparing it to your young sonsπŸ˜‚. Bryan Johnson out his damn mind"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 00:42:27 UTC XXX followers, XXX engagements

"Getting in $EURUSD Short & Long $TLT but thru ZB longs"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 22:59:06 UTC XXX followers, 1474 engagements

"$KWEB $BABA $SMCI $TCEHY $BIDU $SPX $DXY $USDJPY $EURUSD YEAR OF THE DRAGON COMING And they have no idea why. But soon my magic trick will be revealed Omg US is so stupid for giving chips to China what an L for Trump China REEs ban was SO POWERFUL dude. Like no dude seriously China doesnt even need Nukes or an Army or a Navy they just have to Ban REEs and they can cripple the US πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ omg this guys always repeating himself despite his thesis being a complete fucking global game changer uhhhh just shut up😑🀬😑🀬 yeah sorry that I think that more than my XXX followers (and I got"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 05:13:42 UTC XXX followers, 1402 engagements

"@OffshoreHODL @RealJimChanos Its horrible. I feel like a lot these smart money guys bulldozed into this trade and I think thats why BTC ran so hard to $120+. MSTR shorts were getting squeezed and trying to balance out their deltas"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 01:11:34 UTC XXX followers, XX engagements

"$SPX $VIX Market has handled the momentum sell off well but again the oversupply of options is keeping markets pinned. A lot of catalyst coming on this week of OPEX so lets see what happens. Popular Short Squeeze names and $RTY have to start showing signs of weakness this week to confirm coming mini correction. Its all about spotting Volatility up Spot down behavior in this market since the opposite Spot up Vol. down has been in play during this V shape recovery rally. These are the three reversal signs to look out for to confirm whether this momentum unwinding is going to have broader market"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-13 20:16:42 UTC XXX followers, XXX engagements

"Yeah word what does that mean. I always noticed that everybody in the street sucks at forecasting OERs impact on inflation & it always made me wonder why cause they are pretty solid with other econ reports. Is the entire inflation methodology a blackbox Or is OER more blackboxy than others"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 20:57:44 UTC XXX followers, XX engagements

"$SPX $NQ $BTC $DXY $GDX $GC $GLD $DXY $TLT $TSLA $APPL $AMZN $MSFT $META $GOOG $NVDA July Seasonality is strong b/c it is the midpoint in the year so people chase who were underallocated. Nobody is going to chase from here though idc how low positioning is. Options are oversupplied on both tails limiting big moves in either direction. Peak buyback blackout window. Peak Summer low volume everybody on vacation. Uncertainty on Feds path Jackson Hole is not until August (this one is going to be BIG theyre usually duds). Every big economic report this month is already well hedged for. Big earnings"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 07:05:47 UTC XXX followers, 1394 engagements

"RIP Jake Gyllenhaal gave his life for this performance and it truly was a masterpiece"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:36:11 UTC XXX followers, XXX engagements

"$BRENT $WTI This is going to hurt some oil guys feelings but because deep down they know it is true. THERE IS ABSOLUTELY ZERO ZERO Mark Baum voice ZERO signal from crude stockpiles. It is telling you nothing about the fundamentals and will make you lose money as Im sure all you oil traders know already which is why my comment may brother you. Dont conflate ideas with your identity discard what doesnt work and adapt or die. Death by 1000 cuts still means you die. If you dont understand Geopolitics you have no fucking shot trading oil. Thats just a fact as has been shown these last few years."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 23:26:37 UTC XXX followers, 1088 engagements

"$WBD Warner Brothers owns media content for mature older audiences and it is now coming for the younger demographic with Anime. Anime is low key the main reason $NFLX has been so hot. Bleach is one of the biggest animes ever and a movie for it is a game changer. They killed it with the Minecraft movie & they are gearing up more and more to dominate streaming. HBO has always and will always be a premium product that produces AWARD winning shows. Their IP is truly cream of the crop"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 02:33:13 UTC XXX followers, 3683 engagements

"$SPX $NQ $BTC $VIX $GC $GDX $GLD $TLT $BRENT $WTI $DXY $USDJPY $EURUSD $MOVE $CRCL $HOOD $PLTR Bingo this market is trading on Macro Cross Asset Volatility. Anybody looking at each market idiosyncratically is only going to see bullish set ups as the flows positioning and respective option complexes all signal to be long. But April & June Vol events were products of volatility exploding across asset classes they werent idiosyncratic. Funding markets are getting tight in Asia due to the expansion of Chinese deflation. Europe is going to be next to see funding troubles watch for Italian bond"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 06:32:47 UTC XXX followers, 2512 engagements

"$GDX $GC $GLD Short $TLT ZN ZB Long Been calling this for a month but Ill take it as being wrong despite both being at around the same price levels from when I started making my calls in early June. Early is wrong I know cause I traded these and got burned but ultimately Gold nor US bond yields have made new ATHs. I still maintain that by end of summer yields will be much lower along with gold prices. So traders can shit on me everybody else be patient. I do see risk for higher yields as the risk to oil is to the upside again for now. MOVE index is at its floor and Ive been expecting an"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 04:19:54 UTC XXX followers, XXX engagements

"$WTI $BRENT down X% $BTC up X% $VIX at a floor. Oil loves the weekends something always seems to happen on the weekends. VIXpiration & OPEX next week. All this suppression of Implied Vol. is what is leading to this up move. Thats not real flows that is just manipulation of the greeks. But they wont be able to manipulate it next week. All the greeks will be their own forces of natures as time to decay reaches its peak. Simon Porter was the maestro at NY Fed post QE and was a master interventionist at suppressing Volatility especially in the equity space as SPX can quell cross asset market"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 18:29:12 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $VIX $WTI $BRENT $GDX $GC $GLD Probably should have looked at BTC positioning data to see that $115k was key level but I dont trade BTC I use it as a signal. Still this move confirms the underlying dynamics occurring in the market manufactured vol. suppression with phantom liquidity pumping momentum to try to keep it alive. BTC X% above my high target but if BTC goes back down to 105kish was I wrong Idk I dont think so. There are dudes on here who are promoting their longs who almost got wiped out or who definitely had SLs hit multiple times before their long played out. Dudes"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 22:57:29 UTC XXX followers, XXX engagements

"$REMX $MP $KWEB $SMCI $BABA $BIDU $TCEHY $TSM ❄ Cold War 2.0🧊 Is thawing for now and maybr for a couple of years from here. πŸͺ„PRESTI(XI)GEπŸͺ„ 🐲Year of the DragonπŸ‰ 🌎🌍Global Peace Dividend Incoming🌏 Omg Trump caved because of the REEs ban Or did he πŸ€”πŸ€”πŸ€”πŸ€” Headlines hit different when you know what is going on behind the scenesπŸ“°πŸ—ž You start seeing governments utilize a Hansel & Gretel method for communicating impending big change. Leaving a breadcrumb trail of information through periodic low profile news releases to prime the populace for what is to come 🍞πŸ₯–πŸ₯–πŸžπŸžπŸ₯–πŸ₯– If China is"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 06:32:25 UTC XXX followers, XXX engagements

"$WTI $BRENT Ya still trying get signals from Stockpile data From Western Media Headlines After OPEC cut them off Oil market is going through a media and reporting war between East and West. Good luck trying to play breakouts in either direction. Oil is about geopolitics and thats it. Andurand is master in his space and he is getting his ass handed to him. You think youre analyzing the minutiae better than him his firm Nah. Geopolitical Analysis is one the rise and if you want success at trading then you need to recalibrate all of your information channels and gear it towards understanding the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 21:10:54 UTC XXX followers, XXX engagements

"Oil Nat Gas European Nat Gas TTF have all been down ytd. On the margins as well I think Chinese deflation is beginning to sweep through the globe. If it wasnt for tariffs copper would be down along with all other commodities. Chinese bond yields are lower than Japan which is insane. All this speaks to the state of the global economy being in deflation. Companies are also smarter with their orders from warehouses they have been keeping inventories at a net demand basis and they already pulled a lot of forward demand thru. Im not an economist by any means more of a macro guy but this is what I"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 07:42:36 UTC XXX followers, XXX engagements

"Bro it makes so much sense. Russia energy policy is so stupid lol. It makes no sense. You can see that they have no clear strategy. Europe man what a mess. The EU is better than what they were doing before with world wars though so Ill take it πŸ˜‚ But also it does make sense now that I think about it more closely cause the anti nuclear push in last five years has been wild in Europe. Like I would get the push after the Fukushima in 2011 disaster but that was more than a decade ago. So it just seems super suspect but goes to show how clueless and comfortable Europe has gotten without having to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 04:00:47 UTC XXX followers, XX engagements

"$DXY $EURUSD $USDJPY $GDX $GC $GLD Russia gave the appearance that they dedollarized when it reality they just moved out of Treasuries and into US Dollar FX swaps. It shows the prominence of the US dollar in world trade. It is going to be hard to knock it off as the reserve currency with this current world order I saved this graph in May of 2022. I dont remember from where but probably ZH. I would really love an update on this. Hope some number crunchers would check if this still holds. Would be gut wrenching punch to the stomach for gold bugs if this data still checks out to date. If Russia"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 06:40:49 UTC XXX followers, XXX engagements

"$WTI $BRENT OPEC has been in a war of words against EIA & IEA for years now. The West uses both outlets to talk down Oil prices and sentiment very effectively I might add. Which also lowkey may tie into my earlier post about the uselessness of stockpiles data in terms of forecasting oil prices. Bidens admin basically destroyed the stockpile datas signaling function. US admins use a combo of manipulating stockpile data along with finessed demand and supply projections from EIA & IEA to help contain Oil prices and sentiment. This may be a sign that OPEC is finally getting more offensive and is"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 00:17:55 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $DXY $USDJPY $EURUSD $VIX $TLT $GDX $GC $GLD INFLATION INFLATION INFLATION INFLATION INFLATION INFLATION BUT WHEN I LOOK. I SEE DISINFLATION DISINFLATION DISINFLATION DISINFLATION DISINFLATION Stop confusing NOISE especially idiosyncratic NOISE for something SYSTEMIC. US is the biggest buyer in the world. China is the biggest seller in the world. China is experiencing massive deflation selling super low priced shit. It is hitting rest of Asia already it is starting to hit Europe now and will hit the US by Q4. Macro Vol is going to rise in this short window in July until Mag 7"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 20:13:28 UTC XXX followers, 2127 engagements

"$GC $GDX $GLD $SLV $USDJPY The gold top calls are slowing coming in from the bank research desks. Ive been saying that Silver & Platinum running hard is a sign that Gold is topping not a signal that Gold was going to continue breaking out. Global Carry Trade is what matters and how it works. Looking at asset prices for signaling can be misleading without understanding how the whole system truly operates. False dawns of reflations look just like actual green shoots of reflation thats the danger Also nailed the fucking Gopher/USDJPY long call. Its about to break the fuck out. I personally got"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 04:58:41 UTC XXX followers, XXX engagements

"$AMD $NVDA $APPL $MSFT Deepseek showed that you can use a lot of clever techniques to maximize existing chip performance. You read that first sentence accompanying computational and memory demands make both training and deployment expensive Deepseek didnt innovate any new techniques it just chose to implement the techniques that were being published in so many research papers that the big tech players were disregarding. This technique DOUBLED INFERENCING Which is what I have been saying. Add it to the list of titles and names I give to my thematic theses. 🚨🚨INFERENCING IS BECOMING🚨🚨"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 03:58:14 UTC XXX followers, 1065 engagements

"@RTNBA @ZachLowe_NBA Guys were saying the same about Devin Booker when he dropped XX. Nobody knows how to evaluate SHOOTING guards. You know guards whose job is to score. Cam is going to prove guys wrong this year"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:29:32 UTC XXX followers, 22.4K engagements

"$SPX $NQ $BTC Love how nobody is talking about Retail sales report tomorrow. You see how volatile this market is moving off headline risk I told ya headline risk is to the downside now. We are seeing scary intraday moves that are being obfuscated by the open to close volatility measures. Iceberg market things look cool on the surface but there is big trouble brewing under it. Well see what the weakening consumer really looks like tomorrow. Stay ready stay focused"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 03:04:37 UTC XXX followers, XXX engagements

"Funding Pressure is building abroad but suppressed $VIX rising $SPX is giving an illusion of liquidity. This isnt funding pressure this is only reverse rebalancing Yeah sure but that has consequence even if that was the case but I dont think it is. The Swiss Francs role in the global carry trade is that it facilitates the carry for EUROPE which is going thru deflation as China has been exporting it to them for over two years now. Deflation over there is hitting escape velocity now. Both key arms of the Dollars global carry trade have strengthened tremendously Franc & Yen. This is funding"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 19:44:26 UTC XXX followers, XXX engagements

"$WTI $BRENT Escalate to deescalate to escalate again. People want declarative wins like in the times of Napoleon we dont live in that world anymore. Its all about boiling the frog in terms of what is acceptable to the public to prepare them for what is to come decisions that have been decided already hypernormalization. The US let Iran smuggle HEUs out before the strikes. It wasnt for show it was to escalate to deescalate to then later escalate again. You let cornered dogs escape or their attack becomes unpredictable & dangerous. Iran has now moved their HEUs somewhere secure albeit where all"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 03:48:37 UTC XXX followers, XXX engagements

"$USDJPY $USDCHF $DXY $VIX $SPX $NQ $BTC $APPL $NVDA $AMZN $GOOG $TSLA $META $MSFT MOVE $GDX $GC $GLD $TLT Mar a Lago accord was really between Japan and the US. BoJ and Ministry of finance have been periodically intervening to strengthen the yen. Japan has been eating the tariff cost yet US import prices are rising which shows that most foreign countries are not eating the tariff costs but instead US wholesalers are. But one party has been eating the tariffs Japan. Dollar has depreciated roughly XX% in X months Both USDJPY & USDCHF are DOWN big. Yes US Bond yields spiking played a big role in"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 09:20:38 UTC XXX followers, 2212 engagements

"$VIX $SPX $NQ $BTC Momo meltdown Dispersion unwind OPEX UNCLENCHING Yeah yeah Im not saying short or to sell but to be ready to buy the dip. Cash is not trash. Thats all Im preaching here"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 07:04:41 UTC XXX followers, XXX engagements

"$WTI $BRENT $SPX $NQ $BTC Its slowly starting again. Prepare for phase two. Been talking about the risk to oil to upside after fading Strait of Hormuz closure in June. How the Middle East drama reactivating can foment a hit to bond yields in the short term (still in the deflation camp still think upside potential in $TLT is an incredible long till end of year) along with stocks selling off. Either we begin to unclench after OPEX or Middle East trouble reigniting will lead to momo meltdown. Dont chase the rallies here a big buy the dip opportunity coming"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 22:17:09 UTC XXX followers, XXX engagements

"$DXY $USDJPY $EURUSD $SPX $VIX They still dont see the deflation and funding problems in Asia. They think Im just making shit up. Still see a correction coming in $SPX. Been saying 6300 has a strong resistance area and oversupply of options even with BTC rallying hard it wont change the flows or option picture for SPX for next week. Price is pinned in both directions which is why I have been saying that only a Middle East Catalyst can cause a selloff b/c that would activate flows or it happens after OPEX as a lot of option positioning is wiped off and SPX unclenches momentum collapses popular"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 17:56:53 UTC XXX followers, XXX engagements

"@ZanJacquRef πŸ˜‚πŸ˜‚πŸ˜‚ when I say cash I mean Turkish Lira"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 17:43:37 UTC XXX followers, XX engagements

"Nice find. Yeah its basically a global carry squeeze. All that global M2 printed by Rest of World Central Banks needs to be absorbed by the Dollar. All other currencies are inverted pyramids that grow out from US dollars. When the squeeze ensues then all that RoW Global M2 begins to collapse on itself and dollar starts to strengthen. That is what we are seeing now. We have not seen a blow off top yet. You can trim exposure and hold cash as I have but you need to maintain longs imo"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 05:35:36 UTC XXX followers, XX engagements

"$GDX $GC $GLD $TLT ZN ZB $DXY Inflation guys because the EXPORTER OF THE WORLD has been well EXPORTING DEEEEFLATION for over TWO YEARS NOW And you think little measly tariffs (WHICH THE FED HAS A PAPER ON SAYING IT HAS NO EFFECT ON PRICES) is going to trump the DEFLATION COMING FROM THE MANUFACTURER OF THE WORLD"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 16:41:55 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $APPL $AMZN $META $MSFT $TSLA $GOOG $NVDA $VIX $WTI $BRENT $DXY The only bull actually quantifying the risk in a tactical level. Immediate interim the long run. Multiple gears of the machine I lay it out all. Been laying out the case for the coming selloff religiously. They dont understand why we are going up and they wont understand why we go down. BTC hit my upper level & SPX is close to it. Get ready to BUY THE DIP THOUGH. Mag7 Earnings are going to smack it out the park as other sectors start showing some signs of stress from tariffs. VIXpiration OPEX next week. Weekend"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 20:26:18 UTC XXX followers, 1025 engagements

"$SPX $NQ $BTC $VIX $WTI $BRENT $TLT If SPX cracks 6300 before OPEXit is an AUTOMATIC SHORT - 5-8% selloff potential If BTC cracks $113k before OPEX it is an AUTOMATIC SHORT - 12-18% selloff potential With no catalyst emerging main macro risk is Oil (Houthis acting up again giving Top Gun X a run for its money in terms of recruitment video impact) we will likely crack above the aforementioned prices. If no catalyst we unclench after OPEX. Regardless of the path a selloff is coming but one mans trash is another mans treasure. To the wise ones this will be a massive BTD (Mag X Google & Amazon"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 05:53:11 UTC XXX followers, 2231 engagements

"Deeeeeflation is still going to be the risk. This $WIT $BRENT pop is not fundamental but geopolitical. This pop will not be inflationary. Gasoline prices is what matters and they are at bedrock levels. The low in gasoline prices has not be stimulatory clearly as retail sales continue to be a disaster. Retail is pouring money into stocks out of desperation not optimism if it was optimism they would be spending across the board but clearly we see they are not. Not spending is deflationary. The quicker the Iran situation gets resolved (I expect it to happen by next week MAX) the more likely the"
@LordPos3idon Avatar @LordPos3idon on X 2025-06-17 18:56:33 UTC XXX followers, XXX engagements

"$DXY $TLT $USDJPY $EURUSD $GC $GSX $GLD Been saying JPowell has been political which has set the risk for bond yields to the downside. People the Fed produced a paper on tariffs saying they dont cause inflation. You see that deflation in China the US is going to catch that like it caught the Wuhan Flu. Fed should have at LEAST been dovish in its forward guidance forget actual cuts they havent even been dovish with their language. They are behind. People are confusing excess liquidity & the pumping of assets as a signal for underlying global economic health. NO it is just excess liquidity"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 19:51:57 UTC XXX followers, 1049 engagements

"$KWEB $BABA $BIDU $TCEHY $SMCI China is showing green shoots. They hold the key to truly making this cycle a reflationary one the dawning of a new cycle still funding trouble is building and we will have to clear that legacy risk out the system to really move up Dollar the Galactus is hungry for Global M2 and nothing usually stops him from eating it all. My call for market crash in Q4-Q1 XX remains but as I have said China can completely change that call. Yes it is about the calls you make but the real way to hedge it is not by utilizing obfuscating language but by having a diverse portfolio."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 02:06:23 UTC XXX followers, 3751 engagements

"Basically what he is saying is $GDX $GC $GLD $EURUSD short. $TLT $DXY $USDJPY long $SPX $NQ $BTC longs A Global Carry Trade Squeeze that leads to all Global M2 getting gobbled up by Dollar the Galactus leading to a broad based US asset rally. But WTF do I know Dudes want me to stfu but Im saying all the same shit as these top accounts and same shit being published by respected people in the financial industry. In factttt Im saying it before all of them a lot of times thats not ego thats a fucking fact thats the good thing about keeping records of dates it leaves no room for lies my timeline"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 23:39:21 UTC XXX followers, 1287 engagements

"But $AXP American Express credit usage went up for Gen Z guys Its almost as if we are in a K shape economy right"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:58:42 UTC XXX followers, XXX engagements

"So tariffs arent being passed thru to consumers and margins actually EXPANDED Inflationistas are nitpicking by only looking at the goods number but disregarding that the transportation and warehousing number is down Companies post covid were forged in the crucible of fire in terms of dealing with supply chain disruptions. You think these companies are shocked by these tariffs compared to what they experienced after the reopening of the economy coming out of covid Pleaaaaaaaase The low transport and warehousing number shows that companies learned how to smartly stock up on goods and build up"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 06:24:33 UTC XXX followers, XXX engagements

"Look at all these $DXY long takes now. They just coming out the wood works. Next up is going to be all the $GDX $GC $GLD is a short takes. The spirit manifests before the physical thats why I can see before they do. Theyre empiricists slaves to deduction. Of course many people can have the same take but the diversity and breadth of my calls is what separates me from the rest. I connect seemingly disparate dots of information into a constellation in order to divine the future"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 20:30:23 UTC XXX followers, XXX engagements

"$SPX $NQ Shorts $BABA $WBD $GOOG $AMZN $XRP -buy the dips Headline risk is to the downside. Oversupply of Options is pinning this market it is an illusory support level that vanishes the more and more we approach OPEX. $VIX-piration Wednesday CPI tomorrow Options expiration Friday. Catalyst heavy week stay ready. Tariffs areng going anywhere this is all about collecting revenue for the admin. Trump can do whatever he wants with SPX well above 6k and that is exactly what he is going to do. He already is doing it but market is pinned by options. Complacency is growing in this market & the flows"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 18:37:34 UTC XXX followers, 1339 engagements

"It would cause BTC to sell off but as long as stables arent sold or converted into the underlying US Treasury bonds then it wont impact bonds much nor dollar if anything dollar would rise more when BTC gets sold for it. This would most likely effect all alts also but it all depends on the magnitude of the selling and the underlying macro and liquidity factors. But in a vacuum btc price would go down dollars go up & bonds go up. Assuming when you say sell btc into dollars you mean sell btc for stables"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 21:12:28 UTC XXX followers, XX engagements

"$WTI $BRENT Im longing right here something is cooking up over there"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 22:33:45 UTC XXX followers, XXX engagements

"$TLT $DXY $USDJPY $EURUSD I wonder why businesses across the country have stopped mentioning inflation as much as they were at the start of the year HmmmmmmmmπŸ€”πŸ€”πŸ€” Margins compressing Goods prices going up but not being passed through to consumers Inventories at fine levels especially with consumers slowing down -inventory to sales ratio has been steadily climbing after bottoming in 2021 (you know when we had full blown helicopter money in the system) I mean this is the BEIGE BOOK people. A pretty serious and in depth qualitative economic report that covers district by district. All XX that"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 05:26:21 UTC XXX followers, 1194 engagements

"$AAVE $PENDLE Virtuals Protocol Thats why I think AI Agents are going to be a game changer for Defi. Tradfi is not going to come into defi as new marginal demand but the AGENTS WILL Defi season is not coming until next cycle theyll go up with this coming blow off top. but it wont be a true defi season. Them legacy defi coins like AAVE Compound Pendle are going to go banana shit crazy next cycle. Next cycle will start off with defi going bonkers as agent propagate and the dead internet theory proliferates. AAVE Pendle & VIRTUALS are my top long term long term Defi plays. Only got exposure to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 22:32:13 UTC XXX followers, XXX engagements

"@Rainman420420 @RTNBA @ZachLowe_NBA Hes going to put on a show this year and shut up the doubters. I already laid out his shotting stats compared to DBook. Basically the same except Booker was starting right as a rookie. Cam had to sit behind Kyrie Harden"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:30:43 UTC XXX followers, XXX engagements

"$DXY $USDJPY $EURUSD $EURCNY So Europe is catching the deflation from China already Who knew I mean EURCNY who even looks or post about that pair"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 04:01:56 UTC XXX followers, XXX engagements

"$XYZ $PYPL $XRP $BTC 6/30 was when I posted my spidey sense were tingling on block and paypal. I fucking told ya lmfaoo. I also told ya Ripple was the better play but idk man all I do is repeat myself write fluff & am seemingly obnoxious πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Yet Im out here giving alpha for free πŸ€·β™‚πŸ€·β™€πŸ€·πŸ€·β™€πŸ€·β™‚πŸ€·πŸ€·β™€πŸ€·β™‚"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 21:58:40 UTC XXX followers, XXX engagements

"Devin Booker who cant sniff playoffs without CP3 Devin Booker who broke above XX% fg after X years starting Cam at XX% in his SECOND YEAR STARTING getting minutes. Dude learned from Harden Kyrie and KD who AL COSIGNED HIS ABILITY. You think this guy didnt learn from them goats Ya gonna see what my boy does this year"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:16:11 UTC XXX followers, XXX engagements

"$DXY $SPX $NQ $TLT $GDX $GLD $GC $BTC $EURUSD $USDJPY $GOOG $XRP Global Carry Trade Squeeze Dollar the Galactus is Hungry for Global M2 πŸ’΅πŸ’ΆπŸ’·πŸ’΄πŸ’΄πŸ’·πŸ’ΆπŸ’΅πŸ’΅πŸ’ΆπŸ’·πŸ’΄πŸ’΄πŸ’· Mag X Season 2018-2019 Redux -gold short bonds long stocks long crypto long dollar long Before. REPOCALYPSE XXX Do you think thats air youre breathing"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 19:27:02 UTC XXX followers, XXX engagements

"$META $NVDA $TSLA $APPL $MSFT $AMZN $GOOG $SPX $NQ When Zuckerberg changed the companies named to META during late October 2021. A few months before market topped and then in 2022.well we remember the 2022 slow train wreck that was markets. Remember all that money Zuck plowed into Reality Labs. BILLIONS of DOLLARS were being poured into it. Then in 2022 he had to say on an earnings call that Reality Labs may not provide results until 2030 Reality Labs since 2020 has a more than $60B operating loss And look whats happening now. History doesnt repeat but it rhymes Im tactically bearish for next"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 05:56:01 UTC XXX followers, XXX engagements

"$SPX $NQ $DXY $EURUSD $USDJPY $TLT $GDX $GC $GLD $KWEB $SMCI $BABA Sooooooo like the 2015/16 period. Anybody remember a big event that shook markets around that time Chinese Yuan devaluation August XX 2015. Market never saw it coming they didnt even understand what was happening. BOJ goes NEGATIVE interest rates for the first time in January 2016. X months after China devalues. Whats interesting about Chinas unpegging was that in that year the PBoC made a fundamental changes to how it managed its currency. Before the rate was set in an obscure fashion but in 2015 they allowed the currency to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-12 23:29:18 UTC XXX followers, 3229 engagements

"$WTI $BRENT And ya think that the OPEC news to bar Western media outlets was random Western media plus IEA & EIA have been working together to suppress the price of oil through narrative & shoddy data (we need to make our government organization that collect data great again. All of them continue to lose their integrity) for years now. Also Ive discussed peak shale EIA & IEA have always had beyond optimistic with their forecast for when Shale patches would peak. But when you take the aforementioned into account can they be trusted Of course they would want to make it seem like the Shale patch"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 18:20:12 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $APPL $TSLA $NVDA $META $MSFT $AMZN $GOOG $VIX Im telling ya this market is going to be annoying. Going nowhere If your an unbiased trader then this is your environment. If you an investor in stock then go on vaca. If you see a big dip dont worry BUY IT. Headline is going to make your mind go numb your going to a bunch of stupid ass takes laced with emotions that will seep into your subconscious all from dudes who dont know wtf they talking about who are farming engagement & who are using X as their own Psychiatrist couch to unload all their fears and insecurities about the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 20:43:32 UTC XXX followers, 1913 engagements

"$WBD $NFLX Favorite stock to tweet about cause Im just reposting content that I am going to be watching anyways. The product is ultimately shows and movies Thats a fun company to invest in and track. Its an art cause you need to know how the IP will resonate if it can be executed properly. Idk if anybody is messing with HBOs in terms of consistency in quality of production. & DC is starting to get hot if the next Batman delivers (it will) its over Invest in what you spend ya time and money on & man do I love shows and movies. I love HBOs IP out of any streaming service. Its personally not"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 18:02:40 UTC XXX followers, 2382 engagements

"$KWEB $BABA $SMCI $BIDU $TCEHY This is accelerating faster than I expected. Year of the Dragon is already here No ones long China. No one David Tepper bout to add another notch to his belt in terms of big calls panning out"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 07:13:29 UTC XXX followers, 1356 engagements

"$EURUSD $TLT ZN ZB $GC $GDX $GLD One bingo and One dud Not bad $VIX staying sticky & MOVE Index up is telling me leave yields alone for now (no shit idiot) Took a shot at bonds just to play cpi but now Ill wait until JGBs settle as yields are looking to stay elevated here for a bit longer. Going to instead focus on continuing to long the dollar. My longer term view on bonds holds but Im fighting against a current here and need to let JGBs settle down to give the signal which I think will happen as we approach Japans Parliamentary elections on the 20th. Ive also been saying equity markets have"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 15:48:54 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $MSTR $DXY $TLT ZN ZB $USDJPY $EURUSD $GDX $GC $GLD $GOOG $AMZN $TSLA $NVDA $APPL $META $MSFT $WMT πŸ˜‚πŸ˜‚πŸ˜‚ Been talking about this market being like 2019 for over a month. Been saying REPOCALYPSE is coming. Thats what we are seeing in global bond yields rising & RoW assets performing well it is not inflation induced but the effects of the final stages of the Global Carry Trade Squeeze. The final stage is a blownoff top in all US dollar denominated assets followed by REPOCALYPSE For a month Ive been banging the drum. Do you see why I may appear redundant despite me not agreeing"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 23:50:53 UTC XXX followers, XXX engagements

"$TLT $USDJPY $EURUSD $USDCHF $DXY Yields are up b/c of funding pressure and not b/c of inflation. It started in Asia and is going to hit Europe hard soon. SLR does nothing for the plumbing of the system and was all so that banks could pay out more to shareholders"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 19:30:18 UTC XXX followers, XXX engagements

"πŸ‘€πŸ‘€πŸ‘€ Also Real Goods purchases were down and companies havent even passed tariffs through to them yet So consumers had lower prices b/c Real PCE actually dropped but consumers still didnt buy real goods like that even though all the tariff cost havent been passes thru to them yet Ominous no"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 04:00:56 UTC XXX followers, XXX engagements

"Mag X Season My two ponies $GOOG (predicted early in year that it would be best performer by end of year from Mag X so lets see itll be AI king) & $AMZN (gonna smash earnings and its not even funny. I dont care about prime day I care about AWS and margin expansion from going full Robotics"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:52:22 UTC XXX followers, XXX engagements

"@jbulltard1 The NBA cleared Rozier. Malik Beasley howeveryikes"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:21:26 UTC XXX followers, XXX engagements

"$TLT But there is no bias toward inflation You see where the risk is Its not inflation. Market is blind to the deflation coming. Bind Vigilantes are going to get wrecked. Asset price signaling is not telling you what you think it is. Youre going to see how off base those signals can be at end of cycles. It looks like reflation but is just excess liquidity sloshing in a world of declining growth and inflation. Chinas massive deflation and massive surpluses is what is pushing capital out of the risk curve and that is at its limit. The change is coming soon"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 16:51:56 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $VIX $GDX $GC $GLD $TLT ZN ZB $DXY $EURUSD $USDJPY $BTC $MSTR $GOOG $AMZN $TSLA $NVDA $AAPL $META $MSFT (I actually think has no chance at AI or anything and think this company is dead in the grand scheme of time but then again arent we all) I raised cash and Im so ready to buy the fucking dip when it comes this thing is starting to crack. Dispersion/Momentum Unwind coming. I still hold that Jimmy Chanos and company were getting squeezed on the MSTR short leg and they tried to aggressively long BTC on the long leg to attempt balance out their losses. This was the impulse for BTC"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 17:13:25 UTC XXX followers, 1796 engagements

"$SPX $NQ $BTC $DXY $GDX $GC $GLD $EURUSD $USDJPY $GOOG $AMZN $NVDA $APPL $TSLA $META $MSFT Mini Sell Off Season Coming Momentum unwinding they dont see the pain under the surface theyre just watching the index price and thinking all is fine but are not seeing the pain in single stock actual spot. Options are the tail that wags the dog now but the dog has two tails index options and single stock options. All your option guys just track index volatility but they never track single stock volatility. They know of dispersion but dont track it dont wrote about they have no clue about. They just"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 18:18:35 UTC XXX followers, 1198 engagements

"Macro Asset Volatility is in the rise $SPX $NQ $BTC are all vulnerable these next few weeks. $WIT $BRENT Long. I told you to short during peak Strait of Hormuz fears not b/c one should fade geopolitical risk which you should but b/c I understood the geopolitical risk and faded it. When oil went down to $XX I removed my short call and said risk was to the upside. But now Im adding the long call. Its about escalating to deescalate to escalate again. Israel is getting pressured to settle with Gaza but another war front reopens Coincidence Nah. This aint over until Khamenei is dead"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 19:03:43 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $DXY $EURUSD $USDJPY $GC $GDX $GLD $TLT $VIX $WTI $BRENT $APPL $NVDA $AMZN $TSLA $GOOG $META $MSFT This note from Morgan Stanley Quant team came out Wednesday. All things I have been flagging religiously these last few days but Im not a quant. Im the Jim Simons of Language though. If no catalyst emerges we will keep stair stepping higher only to massively unclench after OPEX clears options supply. If yields go higher it will restrict dealer balance sheet capacity which affects Gross Leverage. Thats why oil is critical here if it rallies it will wake up bond yields to the upside"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 05:11:31 UTC XXX followers, 1536 engagements

"$BTC $SPX $NQ $VIX $DXY UH OHHHH IN MY EYE πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Momo meltdown πŸ‘ Momo meltdown πŸ‘ Momo meltdown πŸ‘ Momentum without resistance leads to disaster. This is negative momentum with no drift. Short squeezes arent healthy they lead to deleveraging. Chanos and company were getting squeezed and were the marginal buyers pushing up BTC. Ask yourself WHO THE FUCK WAS BUYING ETF inflows have no fucking predictability. What do you think these allocators are stupid Theyve been buying for months capital allocators of all kinds including corporates buying for months no real impact on price as a trade"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 19:50:22 UTC XXX followers, XXX engagements

"Interesting. Im not there with you. I just think all that global M2 is going to come into Dollar assets as dollar rises and we see one final blow off top. What weve just experience is not a blow off top but excess liquidity coming into work after people feared for WORLD WAR X. Keep thinking people forget about how bad psychology and sentiment was in June. Blow off top is still to come as dollar gets bid. Check out 2019 DXY BONDS STOCKS AND BTC were all rallying together. Then Covid sell off hit but O think stock markets were going to sell off even without covid obviously it wouldnt have been"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:09:54 UTC XXX followers, XX engagements

"You crushed it all day today with your coverage on PPI. You provided so much nuance especially with how the Wests PPI is geared towards services while RoW is geared towards trade/inputs. I mean that was a nugget How the barrier to entry for tariffs affecting goods is high. Great work as usual bro"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 05:58:41 UTC XXX followers, XXX engagements

"$SPX $VIX $NQ $BTC $SOX $NVDA It started with $TSM but now we have more chip makers pruning expectations. OPEX has cleared and the market is now more freer to move. Still a lot option supply on both tails which has made this market sticky and pretty pinned. Portfolio is doing really good and raised a lot of cash. Im competing against myself. I like the returns I have and want cash to look for opportunity b/c I still think we havent seen the blown off top but I want that momo meltdown to buy more b/c without chasing from here just seems like folly. Been taking profits while leaving initial"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 22:48:08 UTC XXX followers, XXX engagements

"$SPX $BTC $NQ $VIX $BRENT $WTI But Macro But Positioning But the Bears capitulating But yo momma All things happening in 2020 but loo how many X% corrections we had within that year after the big drop in March of course. The momentum factor is getting shaky shakyyyyy BTC going crazy crazyyyyy Oil curve is starting to wakey wakeyyyyy -this entire year has seen Negative headline risk emerge after market closes on Friday. Oil negatively correlating with BTC is no bueno. Houthis doing Tik Toks on raided ships. Bulls are trying to price in the next X years into a two month timespan. Its possible"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 01:49:41 UTC XXX followers, 1171 engagements

"$SPX $NQ $BTC $GDX $GC $GLD $DXY $USDJPY $EURUSD $GOOG $AMZN $AMD SPOT ON. They dont know how to assess dispersion unwinds thats why all your options guys (many who I respect) are not seeing the potential for a selloff b/c their options profilers only cover INDEX options but not SINGLE STOCK options. Theyre only looking at one tail but the market has two tails that can wag the dog. Ever since the momentum unwind from last week Ive been signaling the risk to this market a 2022 style choppy grind down with a VIX pop albeit a relatively muted one as options are well supplied on both tails. This"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 22:03:15 UTC XXX followers, 1602 engagements

"Fed officials are gradually shifting their arguments now to favor rate cuts where before they were looking for any data point that maintained the inflation narrative. With inflation starting to slip Fed officials have run out of wiggle room. Jackson Hole is going to he an EVENT"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 04:33:05 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC remain structural longs $DXY long season coming US Bond Yields are coming down $WTI $BRENT $GC $GDX Gold short (I can look stupid for a week or so on these but by end of summer they will be lower) What an interesting interesting interesting article. Zhang Youxia. What a name. What a name. What a name. But World War III right But Chinese Military Cargo Planes in Iran bro The Peoples Liberation Army failed to implement key military reforms needed to meet the goal of having enough firepower to take Taiwan by force in 2027 according to an Air Force think tank report. The report"
@LordPos3idon Avatar @LordPos3idon on X 2025-06-18 08:28:08 UTC XXX followers, XXX engagements

"$AMD $NVDA $SMIC I wonder who has been talking about how Nvidias H20 chips are known for their INFERENCING And how Deepseek changed the game and showed that it is all about INFERENCING And how INFERENCING IS BECOMING COMMODITIZED I post a lot and write a lot about a lot of different things I may have moments of delusions of grandeur ass clownery & pure fuck boy Tom Foolery But in totality Im a pretty interesting reaaaaaad πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Buy the pull back in the Semis. AMD & SMCI are my top semi investments. But dont chase from here just wait for the dip to buy my boys & gals"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 00:46:39 UTC XXX followers, XXX engagements

creator/x::LordPos3idon
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