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# ![@LukeGromen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2936015319.png) @LukeGromen Luke Gromen

Luke Gromen posts on X about china, ust, debt, currency 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2936015319/c:line/m:interactions.svg)

- X Week XXXXXXXXX +149%
- X Month XXXXXXXXX +98%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::2936015319/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2936015319/c:line/m:posts_active.svg)

- X Week XXX +45%
- X Month XXX +20%
- X Months XXXXX -XX%
- X Year XXXXX +22%

### Followers: XXXXXXX [#](/creator/twitter::2936015319/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2936015319/c:line/m:followers.svg)

- X Week XXXXXXX +0.54%
- X Month XXXXXXX +1.80%
- X Months XXXXXXX +5.80%
- X Year XXXXXXX +15%

### CreatorRank: XXXXXX [#](/creator/twitter::2936015319/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2936015319/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::2936015319/influence)
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**Social category influence**
[currencies](/list/currencies)  #1190 [finance](/list/finance)  #6009 [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [celebrities](/list/celebrities)  XXXX% [stocks](/list/stocks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[china](/topic/china) #1757, [ust](/topic/ust) #38, [debt](/topic/debt) #491, [currency](/topic/currency) #519, [money](/topic/money) #3779, [dxy](/topic/dxy) #16, [argentina](/topic/argentina) #1101, [up the](/topic/up-the) #1519, [deflation](/topic/deflation) #100, [trade war](/topic/trade-war) XXXX%

**Top accounts mentioned or mentioned by**
[@dampedspring](/creator/undefined) [@derivativesdon](/creator/undefined) [@onechancefreedm](/creator/undefined) [@amlivemon](/creator/undefined) [@newlowobserver](/creator/undefined) [@kingkong9888](/creator/undefined) [@schnapsideeg](/creator/undefined) [@mrwebber4](/creator/undefined) [@feeinc](/creator/undefined) [@lynaldencontact](/creator/undefined) [@amdshorn](/creator/undefined) [@michaeljmcnair](/creator/undefined) [@tlanderso](/creator/undefined) [@bobeunlimited](/creator/undefined) [@sorenthek](/creator/undefined) [@fejauinc](/creator/undefined) [@benjamdavies](/creator/undefined) [@cullenroche](/creator/undefined) [@basedqian](/creator/undefined) [@goldseabridge](/creator/undefined)

**Top assets mentioned**
[SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::2936015319/posts)
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Top posts by engagements in the last XX hours

"The thing I have noticed is that when the anecdotes and the data disagree the anecdotes are usually right. There is something wrong with the way that you are measuring it." -Jeff Bezos"  
[X Link](https://x.com/LukeGromen/status/1973773924078149668) [@LukeGromen](/creator/x/LukeGromen) 2025-10-02T15:35Z 354.9K followers, 49.9K engagements


"If weak 10y UST auctions are already starting with DXY only at XX the "core" is running into a "USD problem" nearly as fast as the "periphery".but the core can print USDs. Gold appears to understand this"  
[X Link](https://x.com/LukeGromen/status/1976000092025806895) [@LukeGromen](/creator/x/LukeGromen) 2025-10-08T19:01Z 354.9K followers, 73.1K engagements


"Important caveat to the frequent statement "But foreign demand for USTs is still strong." At the very least 👇is an answer to "Why have 10y UST yields RISEN on equity sell-offs so often since 2022""  
[X Link](https://x.com/LukeGromen/status/1978515071048225135) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T17:35Z 354.9K followers, 50.2K engagements


"Is the US game plan on Argentina getting clearer yet IMO a smart move. .but the US "running the China playbook" amounts to the end of USD reserve status as it has been structured since 1971 replacing USTs with a neutral reserve asset like gold (perhaps why gold is bid)"  
[X Link](https://x.com/LukeGromen/status/1978800711199609166) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T12:30Z 354.9K followers, 78.2K engagements


"Gold USTs in global FX reserves means post-71 structure of USD reserve status is coming to an endthanks for having me back on @TFTC21 @MartyBent"  
[X Link](https://x.com/LukeGromen/status/1979573070789820762) [@LukeGromen](/creator/x/LukeGromen) 2025-10-18T15:39Z 354.9K followers, 73.2K engagements


"@infraa_ @fejau_inc @DerivativesDon Yes. And if that collateral is trading at XX cents in the free market and the SRF (or BTFP) offers par for collateral trading at XX cents in the free market (as was the case in March 2023) that is functionally YCC (for banks in the case of BTFP)"  
[X Link](https://x.com/LukeGromen/status/1979944779338113503) [@LukeGromen](/creator/x/LukeGromen) 2025-10-19T16:16Z 354.9K followers, 1361 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"  
[X Link](https://x.com/LukeGromen/status/1920521031019634940) [@LukeGromen](/creator/x/LukeGromen) 2025-05-08T16:47Z 354.9K followers, 29.5K engagements


"Gold will be a bigger % of global FX rsvs than USTs in a few mths Central bank gold ($4.3T) will likely soon be total USD assets in FX rsvs ($6.7T) Consensus only now shifting from "denial" to "anger" stage of grief on this.bargaining depression acceptance still to come via @jhamel"  
[X Link](https://x.com/LukeGromen/status/1971629513726656933) [@LukeGromen](/creator/x/LukeGromen) 2025-09-26T17:34Z 354.9K followers, 427.8K engagements


"Back in Dec-2019 the late great Harald Malmgren quietly dropped a huge hint that only a few people noticed at the time: "Quietly China continues aim for gold based Yuan." Not gold-backed gold-BASED. Big difference.YUGE. Gold was $1470 the day he tweeted this👇"  
[X Link](https://x.com/LukeGromen/status/1972661375454351400) [@LukeGromen](/creator/x/LukeGromen) 2025-09-29T13:54Z 354.9K followers, 93.1K engagements


"2008: World's biggest commodity producer (Russia) begins buying gold in FX reserves - gold/commodity ratio at XXX 2025: Gold/commodity ratio at XXX & breaking out; Russian FX reserves at all-time highs (despite war & sanctions) driven by gold prices"  
[X Link](https://x.com/LukeGromen/status/1975237846249132364) [@LukeGromen](/creator/x/LukeGromen) 2025-10-06T16:32Z 354.9K followers, 81.3K engagements


"The US government is selling USTs to buy commodities and selling USDs to buy Argentine pesos and you're trying to call a top in gold Good luck with that"  
[X Link](https://x.com/LukeGromen/status/1976662975474987309) [@LukeGromen](/creator/x/LukeGromen) 2025-10-10T14:55Z 354.9K followers, 182.5K engagements


"Investors appear to have finally moved from the denial stage of grief to the anger & bargaining stages of grief about how post-1971 structure of USD reserve status has allowed China to de-industrialize the US. Cant fix it without ending post-71 structure of USD reserve status"  
[X Link](https://x.com/LukeGromen/status/1977484090774634685) [@LukeGromen](/creator/x/LukeGromen) 2025-10-12T21:18Z 354.9K followers, 107.4K engagements


"CNY gold up with oil only priced in USD = CNY hyperinflation. CNY gold up with oil priced in CNY = gold buys more oil in China than in west so gold flows west to east until gold rises. This allows China + Russia control to gold prices. THIS is why CNY oil was so critical"  
[X Link](https://x.com/LukeGromen/status/1978495870732501419) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T16:19Z 354.9K followers, 85.4K engagements


"Putin lays out the "debt debasement trade".in October 2016:"  
[X Link](https://x.com/LukeGromen/status/1978534758008136113) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T18:53Z 354.9K followers, 45.3K engagements


"China on US trade tensions: "Fluctuations Fluck you Americans too" There'll be another show at 8pm. Try the fish"  
[X Link](https://x.com/LukeGromen/status/1978832155926045060) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T14:35Z 354.9K followers, 50.6K engagements


"Great newsbut how did we only spend $37B on interest in the month on $37T in debt (WAY below annual run rate)and how did we only spend $32B in the month on Medicare (WAY below annual run rate)& why is Veterans Benefits spend XX% below mthly run rate of recent years 🤔"  
[X Link](https://x.com/LukeGromen/status/1978923526212960564) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T20:38Z 354.9K followers, 161.5K engagements


"A "pet rock" should not outperform equities long-term in an economy broadly engaged in positive economic value-added activities. A "pet rock" should absolutely outperform equities long-term in an economy broadly engaged in debt-fueled financial engineering to drive returns"  
[X Link](https://x.com/LukeGromen/status/1979194353038872686) [@LukeGromen](/creator/x/LukeGromen) 2025-10-17T14:34Z 354.9K followers, 490K engagements


"Some important context for the $XXX gold peak in 1980 that Jim Simons talks about in the great 5-minute clip below (h/t @BenjamDavies): Gold would have to be $48000/oz to equal its 1980 valuation relative to US foreign held USTs of 135%. Today that % is 12%👇"  
[X Link](https://x.com/LukeGromen/status/1979554159390294384) [@LukeGromen](/creator/x/LukeGromen) 2025-10-18T14:24Z 354.9K followers, 262.2K engagements


"@matthewstoller The biggest longest lasting monopoly in the modern world was the USD's monopoly on the pricing of oil and commodities. Until we let that go we cannot possibly have free markets nor can we stop China from using the USD system against us"  
[X Link](https://x.com/LukeGromen/status/1979562355790106836) [@LukeGromen](/creator/x/LukeGromen) 2025-10-18T14:56Z 354.9K followers, XXX engagements


"And people think gold is a top or a bubble LOL Watch this 80-second clip"  
[X Link](https://x.com/LukeGromen/status/1979912307757986091) [@LukeGromen](/creator/x/LukeGromen) 2025-10-19T14:07Z 354.9K followers, 115.1K engagements


"@fejau_inc @infraa_ @DerivativesDon Well of course it does because the Fed has never stopped growing holdings of longer-term USTs (red). Only the declining blue line needs support. "But that's just rolling over other bonds" but gold $4200 & BTC $107000 say "Who cares""  
[X Link](https://x.com/LukeGromen/status/1979946344065232929) [@LukeGromen](/creator/x/LukeGromen) 2025-10-19T16:22Z 354.9K followers, 1161 engagements


"@DerivativesDon @infraa_ @fejau_inc And what are the limits on that one balance sheet None. That balance sheet is infinite. SRF codifies the Fed's 3rd mandate ("UST market functioning") as more important than inflation or low unemployment"  
[X Link](https://x.com/LukeGromen/status/1979946721837732152) [@LukeGromen](/creator/x/LukeGromen) 2025-10-19T16:24Z 354.9K followers, XXX engagements


"@fejau_inc @infraa_ @DerivativesDon Agree.and for me the 2nd derivative is more important: The US is shifting more to short term fr LT b/c it cannot issue sufficient duration at yields that do not blow up the UST mkt & the global economy. This is the same problem as 2000 Argentina just with better marketing"  
[X Link](https://x.com/LukeGromen/status/1979947672791650662) [@LukeGromen](/creator/x/LukeGromen) 2025-10-19T16:28Z 354.9K followers, 1170 engagements


"@Chris_Repke @nikitabier XXX% Deflation is the midwife of hyperinflation"  
[X Link](https://x.com/LukeGromen/status/1976362209543631322) [@LukeGromen](/creator/x/LukeGromen) 2025-10-09T19:00Z 354.9K followers, XXX engagements


"@scrappyabs @BenjamDavies And bc Abaxx is tying gold to energy and commodity trading"  
[X Link](https://x.com/LukeGromen/status/1979573851391762627) [@LukeGromen](/creator/x/LukeGromen) 2025-10-18T15:42Z 354.9K followers, 11.9K engagements


"@MartinSkold2 they just need to be able to buy the marginal ton of oil in CNY & net settle in gold & the markets will take care of the rest. That will be enough for gold to re-become the world's reserve asset and that is exactly what's happening. :)"  
[X Link](https://x.com/LukeGromen/status/1980016016018096196) [@LukeGromen](/creator/x/LukeGromen) 2025-10-19T20:59Z 354.9K followers, XXX engagements


"MOVE UST Volatility Index (blue RS) v. DXY (red LS). (Large US twin deficits) + (US Net Int'l Investment Position of -XX% of GDP) + ($13T in foreign USD-denominated debt) = High correlation b/t DXY and UST volatility"  
[X Link](https://x.com/LukeGromen/status/1969119997193568707) [@LukeGromen](/creator/x/LukeGromen) 2025-09-19T19:22Z 354.9K followers, 46.7K engagements


"CNBC reporting on what JPM calls "the debasement trade" of overweight gold & BTC. "The trick to being a successful investor is having everyone agree with you.later." -@S_Mikhailovich"  
[X Link](https://x.com/LukeGromen/status/1973792545085010361) [@LukeGromen](/creator/x/LukeGromen) 2025-10-02T16:49Z 354.9K followers, 88.1K engagements


""The Debasement Trade" since COVID: In USD: NDX up XXX% SPX up XXX% Home prices up 56%. In gold: NDX up X% SPX down XX% Home prices down 37%. In BTC: NDX down XX% SPX down XX% Home prices down 87%"  
[X Link](https://x.com/LukeGromen/status/1974184554782220583) [@LukeGromen](/creator/x/LukeGromen) 2025-10-03T18:47Z 354.9K followers, 1M engagements


"Disagree. It is spending USD to buy what amount to wildly undervalued lithium shale gas shale oil forwards in the ground in Argentina"  
[X Link](https://x.com/LukeGromen/status/1976436190330093777) [@LukeGromen](/creator/x/LukeGromen) 2025-10-09T23:54Z 354.9K followers, 107K engagements


"Trump: "One of the policies currently under consideration is a massive increase in tariffs on Chinese products entering the United States of America." A simple metaphor in case you've forgotten how this went in April: Boy = Trump Dart gun = Tariffs UST market = Crotch"  
[X Link](https://x.com/LukeGromen/status/1976683057433268282) [@LukeGromen](/creator/x/LukeGromen) 2025-10-10T16:15Z 354.9K followers, 51.9K engagements


"File under Things central bankers shouldve thought harder about before making funding ill-advised wars and bailouts for fraud a core central bank line of business since the year 2000. Headline via @GoldTelegraph_"  
[X Link](https://x.com/LukeGromen/status/1978191316530983149) [@LukeGromen](/creator/x/LukeGromen) 2025-10-14T20:08Z 354.9K followers, 75.5K engagements


"Really important chart from @Econimica (who is a great follow.) QT never happened in 10+yr USTs post-2022"  
[X Link](https://x.com/LukeGromen/status/1978250481941037223) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T00:04Z 354.9K followers, 404.4K engagements


"Thanks for having me back on WBD @_DannyKnowles - we covered some heavy topics vis a vis AI in particular but really enjoyed it"  
[X Link](https://x.com/LukeGromen/status/1978452106009792699) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T13:25Z 354.9K followers, 69.1K engagements


"@BostonXpat @WarrenPies DXY v. UST MOVE Volatility Index. DXY bottomed UST vol bottomed. DXY goes up UST Vol will go up. UST vol goes up Trump will have to TACO fast again"  
[X Link](https://x.com/LukeGromen/status/1978505668651815354) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T16:58Z 354.9K followers, XXX engagements


"@NewLowObserver Where on this 40-year log chart of gold rising in Indian Rupee was the "doom" you speak of above"  
[X Link](https://x.com/LukeGromen/status/1978516295940235715) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T17:40Z 354.9K followers, XXX engagements


"US Federal debt has grown XXX% CAGR since 2008. IE we are & have been HUNDREDS of basis points below true "neutral" for XX years. If you disagree with me pls DM me - I'll borrow XXX% more money per yr CAGR at 0-4% from you like the US govt has done as much as you'll lend"  
[X Link](https://x.com/LukeGromen/status/1978869561329094741) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T17:04Z 354.9K followers, 94.7K engagements


"@FEEInc @BenjamDavies How much do you think it would cost to build a fine suit of armor in the United States today assuming you could even find the skilled trades to do it Id be surprised if you could do it for under $20000"  
[X Link](https://x.com/LukeGromen/status/1979573577973416270) [@LukeGromen](/creator/x/LukeGromen) 2025-10-18T15:41Z 354.9K followers, 1176 engagements


"@tlb3047 @TFTC21 @MartyBent The dollar is still the worlds fiat payment currency the fact that gold is now bigger than treasuries in reserves tells us that is no longer true at the central bank reserve level"  
[X Link](https://x.com/LukeGromen/status/1979581802919370841) [@LukeGromen](/creator/x/LukeGromen) 2025-10-18T16:14Z 354.9K followers, XXX engagements


"@Sorenthek Yupand soon we are going to find out that optimism happy talk and crypto trading cannot build an industrial base And the people that know how to do that are mostly 5-8 years from retirement or death So we better get to itthe good outcome is VERY inflationary"  
[X Link](https://x.com/LukeGromen/status/1980062751369093506) [@LukeGromen](/creator/x/LukeGromen) 2025-10-20T00:05Z 354.9K followers, XXX engagements


"Since the GFC the US has substantially had Federal government-driven credit growth yet many investors still operate from a first-principles basis of the US is fundamentally capitalist. Wisdom is seeing things for what they are not for what they are called"  
[X Link](https://x.com/LukeGromen/status/1760019153996443868) [@LukeGromen](/creator/x/LukeGromen) 2024-02-20T19:10Z 354.8K followers, 97.4K engagements


"If the "experts" the US has relied upon for the past XX years had been any good Trump would not be president. "If the rule you followed brought you to this of what use was the rule" -Anton Chigurh in Cormac McCarthy's No Country for Old Men"  
[X Link](https://x.com/LukeGromen/status/1927777569136312604) [@LukeGromen](/creator/x/LukeGromen) 2025-05-28T17:22Z 354.8K followers, 72.9K engagements


"@KingKong9888 Thank you Interestingly "The Raven of Zurich" recommended a similar policy in 1931 to avoid catastrophe but was ignored. From Straumann's "1931": @Sorenthek @themarketsniper @maneco1964 @MakeGoldGreat @oriental_ghost @thesiriusreport @LukeGromen @Kathleen_Tyson_ @KELMAND1"  
[X Link](https://x.com/LukeGromen/status/1971232233836159367) [@LukeGromen](/creator/x/LukeGromen) 2025-09-25T15:16Z 354.5K followers, 5341 engagements


"If you live in the UK and dont own any BTC yet now might be a good time to get you some"  
[X Link](https://x.com/LukeGromen/status/1971690283487416764) [@LukeGromen](/creator/x/LukeGromen) 2025-09-26T21:36Z 354.3K followers, 233.5K engagements


"@rektdiomedes I would say stocks are "cheaper" in gold than in USD but not historically cheap. Historically SPX/gold ratio has generationally bottomed at 0.20-0.25 which is down another 85-90% from here. 👇 IMO suggests gold still the cheapest asset on the board today"  
[X Link](https://x.com/LukeGromen/status/1974255961897316714) [@LukeGromen](/creator/x/LukeGromen) 2025-10-03T23:31Z 354.1K followers, 18.9K engagements


"1/ Im recording a 5-10 min YouTube video tonight to be released later this week; pls drop some questions below & Ill touch on as many as I can on a best efforts basis. Thx (Also pls feel free to subscribe to my YouTube channel.)"  
[X Link](https://x.com/LukeGromen/status/1975304369823490160) [@LukeGromen](/creator/x/LukeGromen) 2025-10-06T20:57Z 354.5K followers, 31.7K engagements


"@Brad_Setser @sobel_mark IMO by buying pesos they are gaining access to undervalued currencies: Argentine lithium shale oil shale gas etc. Energy is the true base currency"  
[X Link](https://x.com/LukeGromen/status/1976360489409257791) [@LukeGromen](/creator/x/LukeGromen) 2025-10-09T18:53Z 354.5K followers, 1950 engagements


"You will exchange CNY for AUD with your central bank and then your central bank will exchange any net CNY for gold that floats in CNY. As the CNY keeps falling against that gold that means you can buy more Chinese goods w/gold feeding a virtuous cycle of trade & at any rate making CNY "China's currency AND China's problem" unlike the USD which "US' currency but YOUR problem.""  
[X Link](https://x.com/LukeGromen/status/1976662240653619591) [@LukeGromen](/creator/x/LukeGromen) 2025-10-10T14:52Z 354.7K followers, XXX engagements


"@FinanceLancelot Lacy Hunt is ignoring a critical first principle: In 1929-30 the US was on a gold standard. In gold terms the US is seeing deflation (gold up.) I.e. the market is behaving exactly as he is forecasting he is just (wrongly) treating the USD as if it is still pegged to gold"  
[X Link](https://x.com/LukeGromen/status/1976729871872094658) [@LukeGromen](/creator/x/LukeGromen) 2025-10-10T19:21Z 354.8K followers, 4569 engagements


"@TheMichaelEvery More like 5-15 yrs for REE refining 10-20 years for REE mining"  
[X Link](https://x.com/LukeGromen/status/1976840914623775090) [@LukeGromen](/creator/x/LukeGromen) 2025-10-11T02:42Z 354.7K followers, 4487 engagements


"@TheMichaelEvery @bradfordonian @risibleusername Unless you think the US is going to force rates traders mortgage brokers & other white collar workers into manufacturing and skilled trades at gunpoint & then they will become expert tradespeople within months then not abiding markets will not shorten lead times here much"  
[X Link](https://x.com/LukeGromen/status/1977019654410518850) [@LukeGromen](/creator/x/LukeGromen) 2025-10-11T14:33Z 354.7K followers, 2117 engagements


"@levenson_david Gold going up IS the massive protracted deflation youre waiting for. This is because the world is on fire and 6+ billion people know you dont buy the LT bonds of an insolvent sovereign for your duration when the world is on fire - you buy gold. no"  
[X Link](https://x.com/LukeGromen/status/1977534319330508885) [@LukeGromen](/creator/x/LukeGromen) 2025-10-13T00:38Z 354.5K followers, XXX engagements


"@soclose2me Commodities are 10-15x bigger than gold in annual USD production terms. What happens to an expandable bag (gold's price) when you try to fit XX pounds of stuff into a X lb bag (gold)"  
[X Link](https://x.com/LukeGromen/status/1978497101458755942) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T16:24Z 354.4K followers, 2523 engagements


"@onechancefreedm Gold manages FX convertibility liquidity mismatch and collateral scarcity (even BIS calls gold collateral) and gold's price rise in the last year alone has improved Chinese consumer balance sheets by an estimated $1.2T"  
[X Link](https://x.com/LukeGromen/status/1978506769899880932) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T17:02Z 354.8K followers, 21.9K engagements


"@jewerton @soclose2me Not starting critical mass being reached. It started XX years ago. Accelerated in 2018 w/launch of CNY oil contract. Lots of people laughed at that contract in 2018. They aren't laughing anymore"  
[X Link](https://x.com/LukeGromen/status/1978512007696359499) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T17:23Z 354.4K followers, XXX engagements


"@FabriceDrouin CNY is convertible into gold at a floating rate at offshore CNY clearing banks London Switzerland Dubai Singapore HK. This arrangement essentially "calls bullshit" on the western paper gold market"  
[X Link](https://x.com/LukeGromen/status/1978520145187221653) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T17:55Z 354.1K followers, 1477 engagements


"@NewLowObserver X. Yes it does as gold rises more. X. Same is true of US per Greenspan (below). X. Yes.& that was stopped by USD being massively devalued v. JPY (& US troops in Japan which aren't in China.) X. True"  
[X Link](https://x.com/LukeGromen/status/1978527285457064072) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T18:23Z 354.7K followers, XXX engagements


"@NewLowObserver It is what you were told it's just not what you heard. CNY is just the conduit for oil to reprice gold"  
[X Link](https://x.com/LukeGromen/status/1978536119995158930) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T18:59Z 354.4K followers, XXX engagements


"@Econimica That children and energy chart is stark"  
[X Link](https://x.com/LukeGromen/status/1978547389188174110) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T19:43Z 354.1K followers, 2642 engagements


"@Kacper_PK_CH The U.S. can do it anytime they want by stopping managing the exchange rate of the USD to gold CNY gold is 28000 USD gold at 7000 means USD/CNY of XXX 14000 = XXX 28000 = 1.0"  
[X Link](https://x.com/LukeGromen/status/1978580586676551737) [@LukeGromen](/creator/x/LukeGromen) 2025-10-15T21:55Z 354.8K followers, 1549 engagements


"@michaeljmcnair @onechancefreedm Agree but our rivals were only able to do that bc of the post-71 structure of USD reserve status. We go to a neutral reserve asset (gold or BTC) that floats in all currencies and rivals wouldnt be able to do that. Ie - its ultimately our own fault nobody elses"  
[X Link](https://x.com/LukeGromen/status/1978632876733145232) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T01:23Z 354.3K followers, 2530 engagements


"Pretend Washington did this (print money to buy commodities presently controlled by China which ends post-1971 USD reserve status).then what You think China is going to refine them Use them in their manufacturing No way. When China does that the resulting global inflation would blow up the UST market in days/weeks & require the Fed to then buy the entire $130T bond market & the Eurodollar market sending the USD much much lower & gold to unimaginable levels"  
[X Link](https://x.com/LukeGromen/status/1978811251544248741) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T13:12Z 354.2K followers, XXX engagements


"@RussRdR @Kacper_PK_CH If I'm right and it breaks IMO it is more likely to break via USD falling v. HKD not rising"  
[X Link](https://x.com/LukeGromen/status/1978820765177749686) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T13:50Z 354.4K followers, XXX engagements


"@chairman747 @KingKong9888 @paulojsvaz @SantiagoAuFund @GeorgeGammon @thesiriusreport @maneco1964 @KobeissiLetter Or just make it obvious to everyone but American investors (yet) that the US military can't defend anybody without Chinese military rare earths (which is a fact) & then see if the Americans can rebuild REE refining in any relevant time horizon (take the over.)"  
[X Link](https://x.com/LukeGromen/status/1978822710160478532) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T13:57Z 354.4K followers, XXX engagements


"@SchnapsideeG this is the part that investors & strategists in global money centers simply refuse to get not only do we not have the skilled trades but we will seen a quorum age out in 5-8 yrs and we cannot replace them without blowing up the UST mkt on a real basis (& therefore the USD)"  
[X Link](https://x.com/LukeGromen/status/1978829180394438796) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T14:23Z 354.8K followers, XXX engagements


"@freegolds @mortymer001 @mrwebber4 @VictorTheClean3 @darenpa72 @SuperbubbleCo Same way we made the UK pay in WW2 (USD or gold) (USDRUB inverted RS blue; gold LS red)"  
[X Link](https://x.com/LukeGromen/status/1978830210918154372) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T14:27Z 354.4K followers, XXX engagements


"@michaeljmcnair @onechancefreedm Hamilton assumed imbalances were settled in gold. Ditto Adam Smith. No one ever assumed the perverted settlement of imbalances in the debt of an insolvent sovereign for XX yrs. And if the US won't sell the Chinese our industry (equities) the settlement MUST be gold or BTC"  
[X Link](https://x.com/LukeGromen/status/1978830689664409608) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T14:29Z 354.4K followers, XXX engagements


"@Chris_Repke @michaeljmcnair @onechancefreedm @GraphCall Meanwhile as @jameshenryand noted last week just mean-reverting the USD back to its 1970 levels would require $60000/oz gold (below.) Can you imagine what going back to the original sin levels (as hinted at by Xi & Putin in 2023) would imply for gold"  
[X Link](https://x.com/LukeGromen/status/1978842239359959323) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T15:15Z 354.4K followers, XXX engagements


"@amdshorn @Chris_Repke @michaeljmcnair @onechancefreedm @GraphCall @jameshenryand Yeah most investors are calling gold a bubble not realizing the actual bubble is LT USTs"  
[X Link](https://x.com/LukeGromen/status/1978847275934777613) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T15:35Z 354.4K followers, XXX engagements


"@Roots_n_Reason Golds price action (once it gets high enough) IS the bailout of the U.S. :)"  
[X Link](https://x.com/LukeGromen/status/1978849140906889334) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T15:42Z 354.4K followers, XXX engagements


"@SpecialSitsNews @amlivemon Perfect amount of time to allow gold to rise enough to completely reset the system"  
[X Link](https://x.com/LukeGromen/status/1978888735627289031) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T18:20Z 354.6K followers, 1568 engagements


"@TFL1728 @NoneYoBusnss93 10y ylds will fall as long as USD keeps falling And if China hasnt won on net why are we in a trade war with them"  
[X Link](https://x.com/LukeGromen/status/1978916403513102554) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T20:10Z 354.3K followers, 1555 engagements


"@TotemMacro Print the money or trigger the revolution. -Max Warburg to Rudy Havenstein in Weimar The time for austerity was in 2008 when we shouldve let the banks fail wipe out their equity & hand the keys to the bondholders Now printing or austerity leads to the same destination"  
[X Link](https://x.com/LukeGromen/status/1978919235125494250) [@LukeGromen](/creator/x/LukeGromen) 2025-10-16T20:21Z 354.3K followers, 1064 engagements


"@_Jylar_ @HuygensWill @WilliamXnote @izakaminska @judyshel See last weekend with rare earths or this week with what China told Nexperia: "The price of anything exported to the US just went up 100x in BTC terms." The US trade deficit w/China would then empty the US of BTC within a month or two or US store shelves would go empty"  
[X Link](https://x.com/LukeGromen/status/1979182373267800099) [@LukeGromen](/creator/x/LukeGromen) 2025-10-17T13:47Z 354.7K followers, XXX engagements


"@Sorenthek @Puncher522 @TeslaRoshi @KimGits1 My view is the day the US openly prints USD to buy gold USD reserve status as structured post-1971 is over gold is declared the new reserve asset and the USD resumes trading on balance of payments on which basis the USD is by far the dirtiest dirty shirt"  
[X Link](https://x.com/LukeGromen/status/1979198297903337715) [@LukeGromen](/creator/x/LukeGromen) 2025-10-17T14:50Z 354.7K followers, 1961 engagements


"@Sorenthek @Puncher522 @TeslaRoshi @KimGits1 2/ From that standpoint the USD would plummet v. CNY which if one thinks China's economy is heavily reliant on the US would drive a depression but China's economy is empirically not heavily reliant on the US certainly not as much as many think"  
[X Link](https://x.com/LukeGromen/status/1979199568408441313) [@LukeGromen](/creator/x/LukeGromen) 2025-10-17T14:55Z 354.7K followers, 1718 engagements


"Happy to - as soon as you explain how we only spent $37B on interest in the month on $37T in debt (WAY below annual run rate) & how we only spent $32B in the mth on Medicare (WAY below annual run rate) & why Veterans Benefits spend is XX% below mthly run rate of recent"  
[X Link](https://x.com/LukeGromen/status/1979240932584132763) [@LukeGromen](/creator/x/LukeGromen) 2025-10-17T17:39Z 354.8K followers, XXX engagements