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#  @LukeGromen Luke Gromen
Luke Gromen posts on X about china, stablecoins, money, russia the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
### Engagements: XXXXXXX [#](/creator/twitter::2936015319/interactions)
- X Week XXXXXXXXX +0.85%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +28%
- X Year XXXXXXXXXX -XXXX%
### Mentions: XX [#](/creator/twitter::2936015319/posts_active)
- X Week XX -XX%
- X Month XXX +52%
- X Months XXX -XXXX%
- X Year XXXXX +20%
### Followers: XXXXXXX [#](/creator/twitter::2936015319/followers)
- X Week XXXXXXX +0.14%
- X Month XXXXXXX +0.46%
- X Months XXXXXXX +8.50%
- X Year XXXXXXX +20%
### CreatorRank: XXXXXX [#](/creator/twitter::2936015319/influencer_rank)
### Social Influence [#](/creator/twitter::2936015319/influence)
---
**Social category influence**
[finance](/list/finance) XXXXX% [countries](/list/countries) XX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) #828 [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [exchanges](/list/exchanges) XXXX% [celebrities](/list/celebrities) XXXX%
**Social topic influence**
[china](/topic/china) #1185, [stablecoins](/topic/stablecoins) #281, [money](/topic/money) 3.53%, [russia](/topic/russia) 2.35%, [currency](/topic/currency) 1.76%, [inflation](/topic/inflation) #426, [debt](/topic/debt) 1.76%, [fed](/topic/fed) 1.76%, [bessent](/topic/bessent) #97, [fiat](/topic/fiat) XXXX%
**Top accounts mentioned or mentioned by**
[@stimpyz1](/creator/undefined) [@derivativesdon](/creator/undefined) [@scottmelker](/creator/undefined) [@teddy21btc](/creator/undefined) [@drtwiter](/creator/undefined) [@adoptbtc](/creator/undefined) [@dmd711](/creator/undefined) [@mrbriggens](/creator/undefined) [@jllcam12](/creator/undefined) [@tmtlongshort](/creator/undefined) [@txmctrades](/creator/undefined) [@michaeljmcnair](/creator/undefined) [@sndmnystckr](/creator/undefined) [@davidconell1951](/creator/undefined) [@capitaldms](/creator/undefined) [@davmk1](/creator/undefined) [@tomcapital](/creator/undefined) [@kafkaexport](/creator/undefined) [@newlowobserver](/creator/undefined) [@schnapsideeg](/creator/undefined)
**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/$aapl) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts [#](/creator/twitter::2936015319/posts)
---
Top posts by engagements in the last XX hours
"Important signpost IMO. There is still a large & highly convinced contingent that AI will not be that disruptive & certainly not anytime soon. Many asset prices are quite mismarked relative to where they may trade when reality changes skeptics' views for them. Let's watch"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946944020225085598) 2025-07-20 14:43:21 UTC 342.7K followers, 80K engagements
"As Trump may fire Powell headlines hit I find myself thinking about this CNN story from 2004. We all laughed at this story in 2004; no ones laughing anymore are they Stupid expensive wars have consequences. 🤷♂"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945512238246232186) 2025-07-16 15:53:58 UTC 342.7K followers, 66.7K engagements
"@AVG_84 Strongly disagree on food Come to Little Italy in Cleveland for pizza"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947492637994565891) 2025-07-22 03:03:22 UTC 342.7K followers, XXX engagements
"@DerivativesDon @Stimpyz1 @Teddy21btc @scottmelker i could put XX% in stablecoins XX% in BTC whose lowest CAGR return over past XX yrs = XX% XX% in X% stablecoins XX% in (40%+) BTC over course of a cycle) = X% return over time Banks can't compete w/8% deposit rates. Great for US govt; great for BTC hldrs; bad for banks"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947043174502838278) 2025-07-20 21:17:21 UTC 342.7K followers, XXX engagements
"It would seem the "We are getting Russia to divorce China and go with the west" narrative is dead. or someone is desperately trying to kill it"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945112267965493538) 2025-07-15 13:24:37 UTC 342.7K followers, 40.7K engagements
"Raises questions for the war hawks in Wash DC regarding their desire to go to war v. Russia &/or China: X. Is the US grid vulnerable if we went to war with Russia &/or China (Yes very.) X. If the US grid went down what % of US population might be dead in X year (30%.)"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944782759790076111) 2025-07-14 15:35:16 UTC 342.7K followers, 124.8K engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Very few American FA's have never lived through currency disasters. Keep that in mind. They don't know that when things get really bad the price of everything goes up in fiat down in gold"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946964357029441974) 2025-07-20 16:04:10 UTC 342.7K followers, XXX engagements
"@Stimpyz1 @scottmelker @DerivativesDon Did u see Varoufakis' comments about it a couple wks ago Use case may very well be "Oh crap China's digital currency is actually undermining USD hegemony globally post-2022 sanctions do something" (along w/"Oh crap we have a fiscal problem & need repressible bal sheet")"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946938419772305913) 2025-07-20 14:21:06 UTC 342.7K followers, 1343 engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Problem is govt goes broke if they pay a positive real interest rate to those people (who are also consuming XX% of ATH tax receipts in Entitlements.)"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946960985362694251) 2025-07-20 15:50:46 UTC 342.7K followers, XXX engagements
"@DRTWITER @Stimpyz1 @Tom__Capital @DerivativesDon @TXMCtrades @Teddy21btc @scottmelker They began facilitating net gold settlement of offshore CNY surpluses XX years ago & setting up offshore CNY clearing banks in major physical gold hubs - London Dubai Singapore Switzerland. Now they're accelerating it by opening up HK. Gold in CNY since 2014:"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947038664636109215) 2025-07-20 20:59:26 UTC 342.7K followers, XXX engagements
"An (accidental) gauge of actual US inflation in recent years: Two genetic brothers only X years apart in age playing the same sport in the same stadiums to the same crowds.and yet the younger brother makes nearly as much in X years as older brother did in XX years.🤯 Via @jameslavish"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946222610003660829) 2025-07-18 14:56:43 UTC 342.7K followers, 206.9K engagements
"@DerivativesDon The crash is already well underway IMO. Chart of BTC/S&P Total Return looks remarkably like the chart of gold/Weimar German Reichsmark. Remember stories of Americans with gold-backed USD living like kings in 1920s Weimar Berlin Bitcoiners are doing the same thing now"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946230899441353071) 2025-07-18 15:29:40 UTC 342.7K followers, 1426 engagements
"@jarheadwho Did you know that American lenders buy alternative data to track your creditworthiness For example: People who consistently let their phone battery drain too far are higher credit risks than people who keep their battery charged"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945484268446138700) 2025-07-16 14:02:49 UTC 342.6K followers, XXX engagements
"@TheMichaelEvery @Sorenthek @yanisvaroufakis yup.but that requires BTC adding a zero (aka massive USD deval v. BTC) to make the math work"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946266253796008280) 2025-07-18 17:50:09 UTC 342.6K followers, XXX engagements
"@BigBrune Did you know that American lenders buy alternative data to track your creditworthiness For example: People who consistently let their phone battery drain too far are higher credit risks than people who keep their battery charged"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945484186753638580) 2025-07-16 14:02:30 UTC 342.6K followers, XXX engagements
"Economic history books may come to remember 2022 as "Biden's Bitcoin Bottom" 👇 Biden and the Autopen were on the other side of the trade of many people who bought BTC in 2022-24🤯"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945536147058266138) 2025-07-16 17:28:58 UTC 342.7K followers, 49.9K engagements
"Now do the quorum of the US industrial & technological base sitting in China. And then do the value of AAPL stock & the Nasdaq & the SPX when they are populated with companies that have no manufacturing capabilities. Then do the value of corporate bonds when debt used for buybacks defaults b/c these companies have no way to make their products"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1943000489903427673) 2025-07-09 17:33:10 UTC 342.7K followers, 2152 engagements
"@beatlesonbankin @SantiagoAuFund Know what did really well Paper gold leverage - from 10x to 500x back down to 100x now back to 244x. This won't matter until it matters.but China has weaponized this against us since at least 2016"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1130918343660195840) 2019-05-21 19:28:39 UTC 342.7K followers, XX engagements
"China's record $990B trade surplus in 2024 would have been a flat balance of trade if China's 2024 gold imports (1384t) were valued at $22000/oz. IE - the issue isn't China's trade imbalance w/the world the issue is the USD is wildly overvalued v. gold. Gold balances trade"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944761834671587789) 2025-07-14 14:12:07 UTC 342.7K followers, 69.3K engagements
"Truewho would want to live in a 7000 sf house with 7-bedrooms & XXX baths amid old growth trees on nearly an acre for $949k (with the same weather as NE USA but with far saner politics) 😉"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947477040912896270) 2025-07-22 02:01:23 UTC 342.7K followers, 60.3K engagements
"@dmitryuduman China has factory surpluses. Russia has commodity surpluses. Most other players (incl retail) are deficit/debtors that will run out of gold quickly. Either they keep buying gold to mark it up over time or if pushed too far they get very aggressive about recycling into gold"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944763151821537553) 2025-07-14 14:17:22 UTC 342.7K followers, 1516 engagements
"@wbmosler Bold argument from the Fed when the Fed is presently losing ungodly amounts of money ($240B cumulatively since Aug-22) on their portfolio (& to your point just printing the difference as "Quasi Fiscal Deficit" the first US Central Bank to run a QFD since the Confederate CB) 😂"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944149755975639190) 2025-07-12 21:39:57 UTC 342.5K followers, 9789 engagements
"Gold is also specifically mentioned. Big signpost IMO"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946187008591671571) 2025-07-18 12:35:15 UTC 342.7K followers, 74.5K engagements
"When you see me in the US you must think you went back in timeChina is so advanced in technology adoption. -Jensen Huang NVDA CEO via WSJ"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945480530343911436) 2025-07-16 13:47:58 UTC 342.7K followers, 22.1K engagements
"USD share of global FX reserves (including gold) now 50%. Gold now 2nd biggest FX reserve asset behind USD. USD + EUR share of global FX reserves was XX% in 2007; today that is 62%. Gold now 2nd + Other currencies share of FX reserves was XX% in 2007; today that is 38%"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1942276956130623922) 2025-07-07 17:38:06 UTC 342.7K followers, 98.5K engagements
"@AdoptBTC @Stimpyz1 @scottmelker @DerivativesDon Thank you - that's very helpful.i am a total idiot on payment systems & how this can be integrated"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946942938480615883) 2025-07-20 14:39:03 UTC 342.7K followers, XXX engagements
"@DavidConell1951 exactly And the more that happens the more the country's currency is allowed to respond to deficits (fall) which then allows the country to be competitive in trade as opposed to merely being good at finance & govt spending"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944848112549552552) 2025-07-14 19:54:58 UTC 342.6K followers, XXX engagements
""There were always ample warnings there were always subtle signs and you would have seen it coming but we gave you too much time." -Guns 'N' Roses "Coma" 1991"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1943662231389909184) 2025-07-11 13:22:42 UTC 342.7K followers, 55.8K engagements
"Yes it will push the world toward a neutral reserve asset & forces currencies to trade on balance of payments the way they should over time. On that basis the USD is by far the dirtiest dirty shirt. US is not doing stablecoins willingly. They are being forced into it by China"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947020440913977474) 2025-07-20 19:47:01 UTC 342.7K followers, XXX engagements
"@Stimpyz1 @Tom__Capital @TXMCtrades @DerivativesDon @Teddy21btc @scottmelker it's not about making things better or cheaper for consumers. It's about stopping the bleeding of USD hegemony thanks to overweaponization of the USD under Obama Trump Biden & Trump. Start there & work backward"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947019022907707684) 2025-07-20 19:41:23 UTC 342.7K followers, XXX engagements
"@Bulldozer0 @gladstein IMO same reason US is doing digital dollar stablecoins and China has done CBDC: Control"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946618500685939090) 2025-07-19 17:09:51 UTC 342.7K followers, XXX engagements
"The post-1971 structure of USD reserve status that mandates an open capital acct means foreigners MUST buy up US equities & US land. Mandate that USD deficits can only be settled in gold & BTC let their px rise revalue US gold buy down debt/GDP massively cut rates US wins"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944141471809982734) 2025-07-12 21:07:01 UTC 342.7K followers, 78.3K engagements
"@dampedspring @Brad_Setser @michaeljmcnair So who do you guys think has been bringing gold into the US at a $540b annual rate 5400 tonne annual rate Shouldnt be that hard to track who is buying imports that have cut ATL Fed GDPNow by X% YTD"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1919111279882465665) 2025-05-04 19:25:59 UTC 342.7K followers, 1995 engagements
"@BillGilmartin2 It's been happening for XX years via gold but most western analysts have been too dogmatic to notice"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947020143537619417) 2025-07-20 19:45:50 UTC 342.7K followers, 2188 engagements
"@Stimpyz1 @scottmelker Can turn $3.5T in sterilized reserves into digital spendable cash to circumvent a recalcitrant Fed that will not help finance a great strategic competition the US is presently losing increasingly badly. Will then allow G to be far r & repress bondholders. @DerivativesDon"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946933567642096062) 2025-07-20 14:01:49 UTC 342.7K followers, 1889 engagements
"Many know of the "Curse of the New Headquarters** " but have we ever seen a company build a $2.5B new HQ after having lost nearly $240B the prior X yrs 🤔 ** A theory suggesting that companies often experience setbacks or decline after constructing a lavish new headquarters"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944828705617944827) 2025-07-14 18:37:51 UTC 342.7K followers, 59.4K engagements
"@DerivativesDon @Stimpyz1 @Teddy21btc @scottmelker I don't understand why that's the case Stablecoins only hold bills"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947037711627354323) 2025-07-20 20:55:39 UTC 342.7K followers, XXX engagements
"@DRTWITER @Stimpyz1 @AdoptBTC @scottmelker @DerivativesDon IMO depends if govt's let sovereign debt default & banks fail (w/depositor losses $250k) in that deflationary depression. If yes then gold (& IMO BTC) will fall but rise against all else. If no then most assets will rise but fall against gold & BTC"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946944963897446842) 2025-07-20 14:47:06 UTC 342.7K followers, XXX engagements
"@NewLowObserver @LambDownUnder Sure. In 1980 market value of US official gold was XXX% of foreign held US debt & debt/GDP was 30%. Gold was a bubble. Today those %s are XX% & XXX% respectively with XXX% of GDP off balance sheet liabilities today v. far lower then. Apples and oranges now v. then"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946327577297056022) 2025-07-18 21:53:50 UTC 342.6K followers, 2090 engagements
"@JohnGreco4 Surplus. Receipts up XX% y/y a slight slowdown from May. Great #. Outlays down X% y/y biggest y/y drop since March down $188B month/month. Is the $188B month/month drop sustainable or just a timing issue Let's watch"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944428173023703095) 2025-07-13 16:06:16 UTC 342.6K followers, 3101 engagements
"It is quickly becoming a matter of US national security to find repressible balance sheet ASAP. Per regulations now on the books gold &/or BTC "mooning" could provide such repressible b/s. If you don't understand how yet as Jimi Hendrix once sang "The hour is getting late.""
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944424309931262361) 2025-07-13 15:50:55 UTC 342.7K followers, 87.6K engagements
"The US is trying to convince the public the US is going to reshore & grow aggressively while simultaneously trying to convince domestic & foreign bondholders their holdings will not be inflated away. Inflation-adjusting war reparations = Soc Security & Medicare. History rhymes"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945871786593165654) 2025-07-17 15:42:41 UTC 342.7K followers, 29.8K engagements
"Yet another Trump Administration official leading with rare earth magnets. Extremely critical signpost when the guy who can print USDs & who said we have all the leverage is now talking about mutual respect and leading with rare earth magnet supplies 👇"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1938645153398345855) 2025-06-27 17:06:37 UTC 342.7K followers, 43.4K engagements
"@gladstein Hes cutting out the USD payment rails that have been used to attack him for XX years"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946580237367538062) 2025-07-19 14:37:48 UTC 342.7K followers, 3688 engagements
"@Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Allocating my capital XX% in 0%-yielding stablecoins & XX% in 40%+ CAGR BTC gets me blended X% over the course of the cycle & completely blows up the bank funding model. I'm happy govt is happy banks are not happy but oh well. Now if you tell me BTC won't rise anymore"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946959083501699430) 2025-07-20 15:43:12 UTC 342.7K followers, XXX engagements
"@matcasey Weird. Foreign UST holdings rose $32B May v. April with Canada accounting for $68B of that total $32B rise.🤔"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946260157739995143) 2025-07-18 17:25:56 UTC 342.6K followers, XXX engagements
"Question of multiplier of BTC v. stablecoins IMO. IE BTC mkt cap has been 2.5x to 10x that of stablecoins. Bessent says stablecoins gonna be $3.7T by end of decade. Let's assume he's right. Implies BTC mkt cap of $9T at 2.5x & $37T at 10x or $440k to $1.7m/BTC. 2020-21 showed us that with enough asset inflation real economy inflation & weak enough USD this can significantly drive growth & reduce deficit. I suspect this would work again in this case"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947004314435657933) 2025-07-20 18:42:56 UTC 342.7K followers, XXX engagements
"@pineconemacro Weird. Foreign UST holdings rose $32B May v. April with Canada accounting for $68B of that total $32B rise.🤔"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946260223649284327) 2025-07-18 17:26:11 UTC 342.6K followers, XXX engagements
"@Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Yesnow wait for it: Next come the special issuance stablecoin T-Bills that yield XX bps like Trump and Bessent want Like the special issuance USTs in the Social Security Trust Fund"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946954618988101800) 2025-07-20 15:25:28 UTC 342.7K followers, 3597 engagements
"5-7 yrs ago investors were in the "Denial" stage of grief about the US fiscal/debt issue 3-5 yrs ago investors entered the "Anger" stage Now they're in the "Bargaining" stage ("we can stop this train if we just.") Gold & BTC when we hit "Depression" & "Acceptance" stages👇"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1941962222814527614) 2025-07-06 20:47:28 UTC 342.6K followers, 77.6K engagements
"Fly in the we are the biggest consumer market in the world ointment"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1943048293824496027) 2025-07-09 20:43:07 UTC 342.7K followers, 101K engagements
"How is it in US national interest to be canceling a proposed transformer manufacturing facility in "Flyover Country USA" when we are short transformers & revamping the grid Comforting Wash DC trade war slogans don't conduct electricity - we need actual infrastructure for that"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1920521031019634940) 2025-05-08 16:47:50 UTC 342.6K followers, 29.4K engagements
"@hk_nik @matthew_pines @KingKong9888 @judyshel Not to minimize itbut at 5B per year laundered via crypto per the article it would take XX years to launder the $378B in drug money Wachovia did XX years ago using the USD system & no one took that as an indictment of the USD system:"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1864504949842887001) 2024-12-05 02:59:55 UTC 342.5K followers, XXX engagements
"@TMTLongShort @Citrini7 First principle question we need agreement on is "What is winning" For XX yrs "issue yourself options offshore to China fire US workers have company borrow money to buy back stock beat the quarter sell your options buy yourself X vacation houses" has been "winning.""
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946961673241170116) 2025-07-20 15:53:30 UTC 342.7K followers, XXX engagements
"@Tom__Capital @Stimpyz1 @TXMCtrades @DerivativesDon @Teddy21btc @scottmelker At $2.4T market cap BTC sure. At $37T market cap BTC it fixes everything just fine. And bondholders that was NOT a USD devaluation v. BTC that was just a "0% yielding stablecoin-fueled BTC bubble." That's what they'll tell bondholders as the crush them on a real basis"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947037155441639726) 2025-07-20 20:53:26 UTC 342.7K followers, XXX engagements
"@NewLowObserver @LambDownUnder Fair. Howd TOL do v. BTC over last X yrs"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946351430828446049) 2025-07-18 23:28:37 UTC 342.6K followers, XXX engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon I was told by a FA XX mths ago "Luke I think you're right. But if I own gold and it goes down XX% I get fired. If I own LT USTs and they go down XX% I keep my job." Writ large I suspect that has something to do with it"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946962198078591075) 2025-07-20 15:55:35 UTC 342.7K followers, XXX engagements
"@GraphCall @Kathleen_Tyson_ .@GraphCall you cited Rogoff above. Did you ever read this from him in 2016"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945126345102524792) 2025-07-15 14:20:34 UTC 342.7K followers, 1552 engagements
"@mrbriggens Understood. And where do you think that money came from to drive up sports prices to levels most can't afford them "Inflation is always and everywhere a monetary phenomenon." The price of Taylor Swift tickets has collapsed in BTC terms even as they have spiked in USD terms"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946269344763109597) 2025-07-18 18:02:26 UTC 342.6K followers, XXX engagements
"@DerivativesDon @Stimpyz1 @Teddy21btc @scottmelker Disagree - its supply is measurable as is money supply"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947371205272404478) 2025-07-21 19:00:50 UTC 342.7K followers, XXX engagements
"@monetaryskeptic The rise of gold IS the deleveraging. That's what lots of investors miss esp. "Milkshake" adherents. Said differently take gold to $10000=20000 and the only pain would be on the real values of USD-denominated bonds (& other fiat bonds.)"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1942292157395538359) 2025-07-07 18:38:31 UTC 342.7K followers, 3398 engagements
"@Stimpyz1 @scottmelker @DerivativesDon Who doesn't have a .com retail franchise these days though And certainly as a % of US consumer spending it has to be well 80%"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946946687328497699) 2025-07-20 14:53:57 UTC 342.7K followers, XXX engagements
"@SchnapsideeG @mrbriggens it's literally an almost perfect apples to apples comp IMO"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946227032016191907) 2025-07-18 15:14:18 UTC 342.6K followers, XXX engagements
"@DerivativesDon It's yet another way the US has become increasingly Weimar like an entire generation of young people whose time preference has been forced to become very high living only for today b/c of the cumulative bad decisions of their parents' & grandparents' generation"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946228887148503253) 2025-07-18 15:21:40 UTC 342.6K followers, 1349 engagements
"@CALWINVIX @CotyMontana Who's one of the biggest advertisers in the US (Rx) Who's their biggest payor (US govt) It's all interconnected"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946227934462697968) 2025-07-18 15:17:53 UTC 342.7K followers, 1101 engagements
"One of the most important and biggest mean reversion trades in XXX years👇 It's footprints can be seen in gold prices gold flows UST and western sovereign bond markets.and yet most macro participants have not had the trade on (long gold short LT western sovereign bonds.)"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947017144417284101) 2025-07-20 19:33:55 UTC 342.7K followers, 106.2K engagements
"@realdaysoflore Where are the gamblers getting the money"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946234482144497841) 2025-07-18 15:43:54 UTC 342.6K followers, XXX engagements
"@Stimpyz1 @AdoptBTC @scottmelker @DerivativesDon That's a very similar to answer to what a European might have said to us in 1971 after Nixon severed the USD's tie to gold & then re-tied the USD to oil 1973. "What do I do with this 'petrodollar' besides buy oil""
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946940139583746549) 2025-07-20 14:27:56 UTC 342.7K followers, XXX engagements
"If the plan is to create a "Fortress America"/Monroe Doctrine economic bloc someone should probably tell Trump that Brazil is in South America/on our team. Because other than that the most plausible explanation for this is that Brazil already went with China & Russia"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1943043964296442216) 2025-07-09 20:25:55 UTC 342.6K followers, 198.3K engagements
"@DerivativesDon @Stimpyz1 @Tom__Capital @TXMCtrades @Teddy21btc @scottmelker We royally fucked up with our hubris around weaponizing the USD repeatedly since 2012. "They can't get around the USD system USD Uber Alles" Guess what They are going around it:"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947043573645406431) 2025-07-20 21:18:56 UTC 342.7K followers, XXX engagements
"Alpha occurs when the narrative re-converges to reality"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945236075586232695) 2025-07-15 21:36:35 UTC 342.7K followers, 49.7K engagements
"@HayekAndKeynes @randomal974199 @Stimpyz1 Economists that blindly believe higher population will always be better in for a rude awakening when AI takes many of the jobs in the biggest employer in XX of XX states (healthcare) in next few yrs Which blows up the banks when those people can't pay their mortgages & car loans"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945145666251993529) 2025-07-15 15:37:20 UTC 342.6K followers, 1908 engagements
"@DerivativesDon .widespread sports gambling pushed on my sons' generation hobbling many of them for life. Shame on them. I told my sons if you want to buy something on your phone during the game make it BTC"
 [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1946227310597709969) 2025-07-18 15:15:24 UTC 342.7K followers, 4304 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.]
@LukeGromen Luke Gromen
Luke Gromen posts on X about china, stablecoins, money, russia the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +0.85%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +28%
- X Year XXXXXXXXXX -XXXX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +52%
- X Months XXX -XXXX%
- X Year XXXXX +20%
Followers: XXXXXXX #
- X Week XXXXXXX +0.14%
- X Month XXXXXXX +0.46%
- X Months XXXXXXX +8.50%
- X Year XXXXXXX +20%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XX% currencies XXXX% cryptocurrencies #828 automotive brands XXXX% travel destinations XXXX% stocks XXXX% technology brands XXXX% exchanges XXXX% celebrities XXXX%
Social topic influence china #1185, stablecoins #281, money 3.53%, russia 2.35%, currency 1.76%, inflation #426, debt 1.76%, fed 1.76%, bessent #97, fiat XXXX%
Top accounts mentioned or mentioned by @stimpyz1 @derivativesdon @scottmelker @teddy21btc @drtwiter @adoptbtc @dmd711 @mrbriggens @jllcam12 @tmtlongshort @txmctrades @michaeljmcnair @sndmnystckr @davidconell1951 @capitaldms @davmk1 @tomcapital @kafkaexport @newlowobserver @schnapsideeg
Top assets mentioned Bitcoin (BTC) Apple, Inc. (AAPL) Uber Technologies, Inc. (UBER)
Top Social Posts #
Top posts by engagements in the last XX hours
"Important signpost IMO. There is still a large & highly convinced contingent that AI will not be that disruptive & certainly not anytime soon. Many asset prices are quite mismarked relative to where they may trade when reality changes skeptics' views for them. Let's watch"
@LukeGromen on X 2025-07-20 14:43:21 UTC 342.7K followers, 80K engagements
"As Trump may fire Powell headlines hit I find myself thinking about this CNN story from 2004. We all laughed at this story in 2004; no ones laughing anymore are they Stupid expensive wars have consequences. 🤷♂" @LukeGromen on X 2025-07-16 15:53:58 UTC 342.7K followers, 66.7K engagements
"@AVG_84 Strongly disagree on food Come to Little Italy in Cleveland for pizza" @LukeGromen on X 2025-07-22 03:03:22 UTC 342.7K followers, XXX engagements
"@DerivativesDon @Stimpyz1 @Teddy21btc @scottmelker i could put XX% in stablecoins XX% in BTC whose lowest CAGR return over past XX yrs = XX% XX% in X% stablecoins XX% in (40%+) BTC over course of a cycle) = X% return over time Banks can't compete w/8% deposit rates. Great for US govt; great for BTC hldrs; bad for banks" @LukeGromen on X 2025-07-20 21:17:21 UTC 342.7K followers, XXX engagements
"It would seem the "We are getting Russia to divorce China and go with the west" narrative is dead. or someone is desperately trying to kill it" @LukeGromen on X 2025-07-15 13:24:37 UTC 342.7K followers, 40.7K engagements
"Raises questions for the war hawks in Wash DC regarding their desire to go to war v. Russia &/or China: X. Is the US grid vulnerable if we went to war with Russia &/or China (Yes very.) X. If the US grid went down what % of US population might be dead in X year (30%.)" @LukeGromen on X 2025-07-14 15:35:16 UTC 342.7K followers, 124.8K engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Very few American FA's have never lived through currency disasters. Keep that in mind. They don't know that when things get really bad the price of everything goes up in fiat down in gold" @LukeGromen on X 2025-07-20 16:04:10 UTC 342.7K followers, XXX engagements
"@Stimpyz1 @scottmelker @DerivativesDon Did u see Varoufakis' comments about it a couple wks ago Use case may very well be "Oh crap China's digital currency is actually undermining USD hegemony globally post-2022 sanctions do something" (along w/"Oh crap we have a fiscal problem & need repressible bal sheet")" @LukeGromen on X 2025-07-20 14:21:06 UTC 342.7K followers, 1343 engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Problem is govt goes broke if they pay a positive real interest rate to those people (who are also consuming XX% of ATH tax receipts in Entitlements.)" @LukeGromen on X 2025-07-20 15:50:46 UTC 342.7K followers, XXX engagements
"@DRTWITER @Stimpyz1 @Tom__Capital @DerivativesDon @TXMCtrades @Teddy21btc @scottmelker They began facilitating net gold settlement of offshore CNY surpluses XX years ago & setting up offshore CNY clearing banks in major physical gold hubs - London Dubai Singapore Switzerland. Now they're accelerating it by opening up HK. Gold in CNY since 2014:" @LukeGromen on X 2025-07-20 20:59:26 UTC 342.7K followers, XXX engagements
"An (accidental) gauge of actual US inflation in recent years: Two genetic brothers only X years apart in age playing the same sport in the same stadiums to the same crowds.and yet the younger brother makes nearly as much in X years as older brother did in XX years.🤯 Via @jameslavish" @LukeGromen on X 2025-07-18 14:56:43 UTC 342.7K followers, 206.9K engagements
"@DerivativesDon The crash is already well underway IMO. Chart of BTC/S&P Total Return looks remarkably like the chart of gold/Weimar German Reichsmark. Remember stories of Americans with gold-backed USD living like kings in 1920s Weimar Berlin Bitcoiners are doing the same thing now" @LukeGromen on X 2025-07-18 15:29:40 UTC 342.7K followers, 1426 engagements
"@jarheadwho Did you know that American lenders buy alternative data to track your creditworthiness For example: People who consistently let their phone battery drain too far are higher credit risks than people who keep their battery charged" @LukeGromen on X 2025-07-16 14:02:49 UTC 342.6K followers, XXX engagements
"@TheMichaelEvery @Sorenthek @yanisvaroufakis yup.but that requires BTC adding a zero (aka massive USD deval v. BTC) to make the math work" @LukeGromen on X 2025-07-18 17:50:09 UTC 342.6K followers, XXX engagements
"@BigBrune Did you know that American lenders buy alternative data to track your creditworthiness For example: People who consistently let their phone battery drain too far are higher credit risks than people who keep their battery charged" @LukeGromen on X 2025-07-16 14:02:30 UTC 342.6K followers, XXX engagements
"Economic history books may come to remember 2022 as "Biden's Bitcoin Bottom" 👇 Biden and the Autopen were on the other side of the trade of many people who bought BTC in 2022-24🤯" @LukeGromen on X 2025-07-16 17:28:58 UTC 342.7K followers, 49.9K engagements
"Now do the quorum of the US industrial & technological base sitting in China. And then do the value of AAPL stock & the Nasdaq & the SPX when they are populated with companies that have no manufacturing capabilities. Then do the value of corporate bonds when debt used for buybacks defaults b/c these companies have no way to make their products" @LukeGromen on X 2025-07-09 17:33:10 UTC 342.7K followers, 2152 engagements
"@beatlesonbankin @SantiagoAuFund Know what did really well Paper gold leverage - from 10x to 500x back down to 100x now back to 244x. This won't matter until it matters.but China has weaponized this against us since at least 2016" @LukeGromen on X 2019-05-21 19:28:39 UTC 342.7K followers, XX engagements
"China's record $990B trade surplus in 2024 would have been a flat balance of trade if China's 2024 gold imports (1384t) were valued at $22000/oz. IE - the issue isn't China's trade imbalance w/the world the issue is the USD is wildly overvalued v. gold. Gold balances trade" @LukeGromen on X 2025-07-14 14:12:07 UTC 342.7K followers, 69.3K engagements
"Truewho would want to live in a 7000 sf house with 7-bedrooms & XXX baths amid old growth trees on nearly an acre for $949k (with the same weather as NE USA but with far saner politics) 😉" @LukeGromen on X 2025-07-22 02:01:23 UTC 342.7K followers, 60.3K engagements
"@dmitryuduman China has factory surpluses. Russia has commodity surpluses. Most other players (incl retail) are deficit/debtors that will run out of gold quickly. Either they keep buying gold to mark it up over time or if pushed too far they get very aggressive about recycling into gold" @LukeGromen on X 2025-07-14 14:17:22 UTC 342.7K followers, 1516 engagements
"@wbmosler Bold argument from the Fed when the Fed is presently losing ungodly amounts of money ($240B cumulatively since Aug-22) on their portfolio (& to your point just printing the difference as "Quasi Fiscal Deficit" the first US Central Bank to run a QFD since the Confederate CB) 😂" @LukeGromen on X 2025-07-12 21:39:57 UTC 342.5K followers, 9789 engagements
"Gold is also specifically mentioned. Big signpost IMO" @LukeGromen on X 2025-07-18 12:35:15 UTC 342.7K followers, 74.5K engagements
"When you see me in the US you must think you went back in timeChina is so advanced in technology adoption. -Jensen Huang NVDA CEO via WSJ" @LukeGromen on X 2025-07-16 13:47:58 UTC 342.7K followers, 22.1K engagements
"USD share of global FX reserves (including gold) now 50%. Gold now 2nd biggest FX reserve asset behind USD. USD + EUR share of global FX reserves was XX% in 2007; today that is 62%. Gold now 2nd + Other currencies share of FX reserves was XX% in 2007; today that is 38%" @LukeGromen on X 2025-07-07 17:38:06 UTC 342.7K followers, 98.5K engagements
"@AdoptBTC @Stimpyz1 @scottmelker @DerivativesDon Thank you - that's very helpful.i am a total idiot on payment systems & how this can be integrated" @LukeGromen on X 2025-07-20 14:39:03 UTC 342.7K followers, XXX engagements
"@DavidConell1951 exactly And the more that happens the more the country's currency is allowed to respond to deficits (fall) which then allows the country to be competitive in trade as opposed to merely being good at finance & govt spending" @LukeGromen on X 2025-07-14 19:54:58 UTC 342.6K followers, XXX engagements
""There were always ample warnings there were always subtle signs and you would have seen it coming but we gave you too much time." -Guns 'N' Roses "Coma" 1991" @LukeGromen on X 2025-07-11 13:22:42 UTC 342.7K followers, 55.8K engagements
"Yes it will push the world toward a neutral reserve asset & forces currencies to trade on balance of payments the way they should over time. On that basis the USD is by far the dirtiest dirty shirt. US is not doing stablecoins willingly. They are being forced into it by China" @LukeGromen on X 2025-07-20 19:47:01 UTC 342.7K followers, XXX engagements
"@Stimpyz1 @Tom__Capital @TXMCtrades @DerivativesDon @Teddy21btc @scottmelker it's not about making things better or cheaper for consumers. It's about stopping the bleeding of USD hegemony thanks to overweaponization of the USD under Obama Trump Biden & Trump. Start there & work backward" @LukeGromen on X 2025-07-20 19:41:23 UTC 342.7K followers, XXX engagements
"@Bulldozer0 @gladstein IMO same reason US is doing digital dollar stablecoins and China has done CBDC: Control" @LukeGromen on X 2025-07-19 17:09:51 UTC 342.7K followers, XXX engagements
"The post-1971 structure of USD reserve status that mandates an open capital acct means foreigners MUST buy up US equities & US land. Mandate that USD deficits can only be settled in gold & BTC let their px rise revalue US gold buy down debt/GDP massively cut rates US wins" @LukeGromen on X 2025-07-12 21:07:01 UTC 342.7K followers, 78.3K engagements
"@dampedspring @Brad_Setser @michaeljmcnair So who do you guys think has been bringing gold into the US at a $540b annual rate 5400 tonne annual rate Shouldnt be that hard to track who is buying imports that have cut ATL Fed GDPNow by X% YTD" @LukeGromen on X 2025-05-04 19:25:59 UTC 342.7K followers, 1995 engagements
"@BillGilmartin2 It's been happening for XX years via gold but most western analysts have been too dogmatic to notice" @LukeGromen on X 2025-07-20 19:45:50 UTC 342.7K followers, 2188 engagements
"@Stimpyz1 @scottmelker Can turn $3.5T in sterilized reserves into digital spendable cash to circumvent a recalcitrant Fed that will not help finance a great strategic competition the US is presently losing increasingly badly. Will then allow G to be far r & repress bondholders. @DerivativesDon" @LukeGromen on X 2025-07-20 14:01:49 UTC 342.7K followers, 1889 engagements
"Many know of the "Curse of the New Headquarters** " but have we ever seen a company build a $2.5B new HQ after having lost nearly $240B the prior X yrs 🤔 ** A theory suggesting that companies often experience setbacks or decline after constructing a lavish new headquarters" @LukeGromen on X 2025-07-14 18:37:51 UTC 342.7K followers, 59.4K engagements
"@DerivativesDon @Stimpyz1 @Teddy21btc @scottmelker I don't understand why that's the case Stablecoins only hold bills" @LukeGromen on X 2025-07-20 20:55:39 UTC 342.7K followers, XXX engagements
"@DRTWITER @Stimpyz1 @AdoptBTC @scottmelker @DerivativesDon IMO depends if govt's let sovereign debt default & banks fail (w/depositor losses $250k) in that deflationary depression. If yes then gold (& IMO BTC) will fall but rise against all else. If no then most assets will rise but fall against gold & BTC" @LukeGromen on X 2025-07-20 14:47:06 UTC 342.7K followers, XXX engagements
"@NewLowObserver @LambDownUnder Sure. In 1980 market value of US official gold was XXX% of foreign held US debt & debt/GDP was 30%. Gold was a bubble. Today those %s are XX% & XXX% respectively with XXX% of GDP off balance sheet liabilities today v. far lower then. Apples and oranges now v. then" @LukeGromen on X 2025-07-18 21:53:50 UTC 342.6K followers, 2090 engagements
"@JohnGreco4 Surplus. Receipts up XX% y/y a slight slowdown from May. Great #. Outlays down X% y/y biggest y/y drop since March down $188B month/month. Is the $188B month/month drop sustainable or just a timing issue Let's watch" @LukeGromen on X 2025-07-13 16:06:16 UTC 342.6K followers, 3101 engagements
"It is quickly becoming a matter of US national security to find repressible balance sheet ASAP. Per regulations now on the books gold &/or BTC "mooning" could provide such repressible b/s. If you don't understand how yet as Jimi Hendrix once sang "The hour is getting late."" @LukeGromen on X 2025-07-13 15:50:55 UTC 342.7K followers, 87.6K engagements
"The US is trying to convince the public the US is going to reshore & grow aggressively while simultaneously trying to convince domestic & foreign bondholders their holdings will not be inflated away. Inflation-adjusting war reparations = Soc Security & Medicare. History rhymes" @LukeGromen on X 2025-07-17 15:42:41 UTC 342.7K followers, 29.8K engagements
"Yet another Trump Administration official leading with rare earth magnets. Extremely critical signpost when the guy who can print USDs & who said we have all the leverage is now talking about mutual respect and leading with rare earth magnet supplies 👇" @LukeGromen on X 2025-06-27 17:06:37 UTC 342.7K followers, 43.4K engagements
"@gladstein Hes cutting out the USD payment rails that have been used to attack him for XX years" @LukeGromen on X 2025-07-19 14:37:48 UTC 342.7K followers, 3688 engagements
"@Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Allocating my capital XX% in 0%-yielding stablecoins & XX% in 40%+ CAGR BTC gets me blended X% over the course of the cycle & completely blows up the bank funding model. I'm happy govt is happy banks are not happy but oh well. Now if you tell me BTC won't rise anymore" @LukeGromen on X 2025-07-20 15:43:12 UTC 342.7K followers, XXX engagements
"@matcasey Weird. Foreign UST holdings rose $32B May v. April with Canada accounting for $68B of that total $32B rise.🤔" @LukeGromen on X 2025-07-18 17:25:56 UTC 342.6K followers, XXX engagements
"Question of multiplier of BTC v. stablecoins IMO. IE BTC mkt cap has been 2.5x to 10x that of stablecoins. Bessent says stablecoins gonna be $3.7T by end of decade. Let's assume he's right. Implies BTC mkt cap of $9T at 2.5x & $37T at 10x or $440k to $1.7m/BTC. 2020-21 showed us that with enough asset inflation real economy inflation & weak enough USD this can significantly drive growth & reduce deficit. I suspect this would work again in this case" @LukeGromen on X 2025-07-20 18:42:56 UTC 342.7K followers, XXX engagements
"@pineconemacro Weird. Foreign UST holdings rose $32B May v. April with Canada accounting for $68B of that total $32B rise.🤔" @LukeGromen on X 2025-07-18 17:26:11 UTC 342.6K followers, XXX engagements
"@Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon Yesnow wait for it: Next come the special issuance stablecoin T-Bills that yield XX bps like Trump and Bessent want Like the special issuance USTs in the Social Security Trust Fund" @LukeGromen on X 2025-07-20 15:25:28 UTC 342.7K followers, 3597 engagements
"5-7 yrs ago investors were in the "Denial" stage of grief about the US fiscal/debt issue 3-5 yrs ago investors entered the "Anger" stage Now they're in the "Bargaining" stage ("we can stop this train if we just.") Gold & BTC when we hit "Depression" & "Acceptance" stages👇" @LukeGromen on X 2025-07-06 20:47:28 UTC 342.6K followers, 77.6K engagements
"Fly in the we are the biggest consumer market in the world ointment" @LukeGromen on X 2025-07-09 20:43:07 UTC 342.7K followers, 101K engagements
"How is it in US national interest to be canceling a proposed transformer manufacturing facility in "Flyover Country USA" when we are short transformers & revamping the grid Comforting Wash DC trade war slogans don't conduct electricity - we need actual infrastructure for that" @LukeGromen on X 2025-05-08 16:47:50 UTC 342.6K followers, 29.4K engagements
"@hk_nik @matthew_pines @KingKong9888 @judyshel Not to minimize itbut at 5B per year laundered via crypto per the article it would take XX years to launder the $378B in drug money Wachovia did XX years ago using the USD system & no one took that as an indictment of the USD system:" @LukeGromen on X 2024-12-05 02:59:55 UTC 342.5K followers, XXX engagements
"@TMTLongShort @Citrini7 First principle question we need agreement on is "What is winning" For XX yrs "issue yourself options offshore to China fire US workers have company borrow money to buy back stock beat the quarter sell your options buy yourself X vacation houses" has been "winning."" @LukeGromen on X 2025-07-20 15:53:30 UTC 342.7K followers, XXX engagements
"@Tom__Capital @Stimpyz1 @TXMCtrades @DerivativesDon @Teddy21btc @scottmelker At $2.4T market cap BTC sure. At $37T market cap BTC it fixes everything just fine. And bondholders that was NOT a USD devaluation v. BTC that was just a "0% yielding stablecoin-fueled BTC bubble." That's what they'll tell bondholders as the crush them on a real basis" @LukeGromen on X 2025-07-20 20:53:26 UTC 342.7K followers, XXX engagements
"@NewLowObserver @LambDownUnder Fair. Howd TOL do v. BTC over last X yrs" @LukeGromen on X 2025-07-18 23:28:37 UTC 342.6K followers, XXX engagements
"@DRTWITER @Stimpyz1 @Teddy21btc @scottmelker @DerivativesDon I was told by a FA XX mths ago "Luke I think you're right. But if I own gold and it goes down XX% I get fired. If I own LT USTs and they go down XX% I keep my job." Writ large I suspect that has something to do with it" @LukeGromen on X 2025-07-20 15:55:35 UTC 342.7K followers, XXX engagements
"@GraphCall @Kathleen_Tyson_ .@GraphCall you cited Rogoff above. Did you ever read this from him in 2016" @LukeGromen on X 2025-07-15 14:20:34 UTC 342.7K followers, 1552 engagements
"@mrbriggens Understood. And where do you think that money came from to drive up sports prices to levels most can't afford them "Inflation is always and everywhere a monetary phenomenon." The price of Taylor Swift tickets has collapsed in BTC terms even as they have spiked in USD terms" @LukeGromen on X 2025-07-18 18:02:26 UTC 342.6K followers, XXX engagements
"@DerivativesDon @Stimpyz1 @Teddy21btc @scottmelker Disagree - its supply is measurable as is money supply" @LukeGromen on X 2025-07-21 19:00:50 UTC 342.7K followers, XXX engagements
"@monetaryskeptic The rise of gold IS the deleveraging. That's what lots of investors miss esp. "Milkshake" adherents. Said differently take gold to $10000=20000 and the only pain would be on the real values of USD-denominated bonds (& other fiat bonds.)" @LukeGromen on X 2025-07-07 18:38:31 UTC 342.7K followers, 3398 engagements
"@Stimpyz1 @scottmelker @DerivativesDon Who doesn't have a .com retail franchise these days though And certainly as a % of US consumer spending it has to be well 80%" @LukeGromen on X 2025-07-20 14:53:57 UTC 342.7K followers, XXX engagements
"@SchnapsideeG @mrbriggens it's literally an almost perfect apples to apples comp IMO" @LukeGromen on X 2025-07-18 15:14:18 UTC 342.6K followers, XXX engagements
"@DerivativesDon It's yet another way the US has become increasingly Weimar like an entire generation of young people whose time preference has been forced to become very high living only for today b/c of the cumulative bad decisions of their parents' & grandparents' generation" @LukeGromen on X 2025-07-18 15:21:40 UTC 342.6K followers, 1349 engagements
"@CALWINVIX @CotyMontana Who's one of the biggest advertisers in the US (Rx) Who's their biggest payor (US govt) It's all interconnected" @LukeGromen on X 2025-07-18 15:17:53 UTC 342.7K followers, 1101 engagements
"One of the most important and biggest mean reversion trades in XXX years👇 It's footprints can be seen in gold prices gold flows UST and western sovereign bond markets.and yet most macro participants have not had the trade on (long gold short LT western sovereign bonds.)" @LukeGromen on X 2025-07-20 19:33:55 UTC 342.7K followers, 106.2K engagements
"@realdaysoflore Where are the gamblers getting the money" @LukeGromen on X 2025-07-18 15:43:54 UTC 342.6K followers, XXX engagements
"@Stimpyz1 @AdoptBTC @scottmelker @DerivativesDon That's a very similar to answer to what a European might have said to us in 1971 after Nixon severed the USD's tie to gold & then re-tied the USD to oil 1973. "What do I do with this 'petrodollar' besides buy oil"" @LukeGromen on X 2025-07-20 14:27:56 UTC 342.7K followers, XXX engagements
"If the plan is to create a "Fortress America"/Monroe Doctrine economic bloc someone should probably tell Trump that Brazil is in South America/on our team. Because other than that the most plausible explanation for this is that Brazil already went with China & Russia" @LukeGromen on X 2025-07-09 20:25:55 UTC 342.6K followers, 198.3K engagements
"@DerivativesDon @Stimpyz1 @Tom__Capital @TXMCtrades @Teddy21btc @scottmelker We royally fucked up with our hubris around weaponizing the USD repeatedly since 2012. "They can't get around the USD system USD Uber Alles" Guess what They are going around it:" @LukeGromen on X 2025-07-20 21:18:56 UTC 342.7K followers, XXX engagements
"Alpha occurs when the narrative re-converges to reality" @LukeGromen on X 2025-07-15 21:36:35 UTC 342.7K followers, 49.7K engagements
"@HayekAndKeynes @randomal974199 @Stimpyz1 Economists that blindly believe higher population will always be better in for a rude awakening when AI takes many of the jobs in the biggest employer in XX of XX states (healthcare) in next few yrs Which blows up the banks when those people can't pay their mortgages & car loans" @LukeGromen on X 2025-07-15 15:37:20 UTC 342.6K followers, 1908 engagements
"@DerivativesDon .widespread sports gambling pushed on my sons' generation hobbling many of them for life. Shame on them. I told my sons if you want to buy something on your phone during the game make it BTC" @LukeGromen on X 2025-07-18 15:15:24 UTC 342.7K followers, 4304 engagements