[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, fed, powell, bitcoin the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::2936015319/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XXXX% - X Months XXXXXXXXXX +29% - X Year XXXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::2936015319/posts_active)  - X Week XXX -XX% - X Month XXX +87% - X Months XXXXX -XXXX% - X Year XXXXX +27% ### Followers: XXXXXXX [#](/creator/twitter::2936015319/followers)  - X Week XXXXXXX +0.12% - X Month XXXXXXX +0.55% - X Months XXXXXXX +8.70% - X Year XXXXXXX +20% ### CreatorRank: XXXXXXX [#](/creator/twitter::2936015319/influencer_rank)  ### Social Influence [#](/creator/twitter::2936015319/influence) --- **Social category influence** [finance](/list/finance) #5815 [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) #911 [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [exchanges](/list/exchanges) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [china](/topic/china) #2693, [fed](/topic/fed) #308, [powell](/topic/powell) 1.32%, [bitcoin](/topic/bitcoin) #3716, [inflation](/topic/inflation) 1.32%, [imo](/topic/imo) 1.32%, [$22000oz](/topic/$22000oz) 1.32%, [$990b](/topic/$990b) 1.32%, [woke](/topic/woke) 0.66%, [wars](/topic/wars) XXXX% **Top accounts mentioned or mentioned by** [@stimpyz1](/creator/undefined) [@derivativesdon](/creator/undefined) [@scottmelker](/creator/undefined) [@teddy21btc](/creator/undefined) [@drtwiter](/creator/undefined) [@adoptbtc](/creator/undefined) [@korpioprod](/creator/undefined) [@dmd711](/creator/undefined) [@menlobear](/creator/undefined) [@schnapsideeg](/creator/undefined) [@sleeping888888](/creator/undefined) [@txmctrades](/creator/undefined) [@davidconell1951](/creator/undefined) [@susiebdds](/creator/undefined) [@kingkong9888](/creator/undefined) [@mrbriggens](/creator/undefined) [@goldseabridge](/creator/undefined) [@jllcam12](/creator/undefined) [@mrwebber4](/creator/undefined) [@tomcapital](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/$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 342.9K followers, 81.8K 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 342.9K followers, 67.6K engagements "@shehzadhqazi China subsidized factories.US subsidized subprime loans & XX years of losing wars in the Middle East (which helped secure Iraq's oil for China.) Who spent the subsidy money better :)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948729241475903590) 2025-07-25 12:57:11 UTC 342.9K followers, XXX engagements "@DirtUndrMyNails .and a quorum of electricians & welders needed to build new factories will be timed out in next 8-10 yrs (retired/dead.)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948734818662965758) 2025-07-25 13:19:21 UTC 342.9K followers, XXX 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 342.9K followers, XXX engagements "If you think that a) the Fed is independent and b) that Fed independence is critical to the US. .then why not advocate for the US going back on a gold standard Nothing would make the Fed more independent than a gold standard. "Whoa whoa whoa.not THAT independent""  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947738161570058650) 2025-07-22 19:18:59 UTC 342.9K followers, 50.3K engagements "Critical signpost starting with the common investing saw that "The US military ultimately backs the USD." This was XX days of medium-intensity combat against a non-peer adversary. This is because of "USD Dutch Disease" (USD DD = "Who needs factories when we can print USD")"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948732344770142597) 2025-07-25 13:09:31 UTC 342.9K followers, 30.8K 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 342.9K followers, 208.5K 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 342.9K followers, 1464 engagements "BTC is starting to act more like an energy-linked neutral reserve asset and less like a levered NDX proxy. Let's watch"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1912887314788786345) 2025-04-17 15:14:10 UTC 342.9K followers, 203.8K 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 342.9K followers, XXX engagements "@KorpioProd "If one can only see value in USD terms then one can not see value at all." :) What's the value of buying the IP that allows you to raise 500m Chinese people out of poverty & returning China to the position of power it occupied for most of the time since the time of Christ"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948807870063280139) 2025-07-25 18:09:37 UTC 342.9K followers, XXX 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.)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947719202124538076) 2025-07-22 18:03:39 UTC 342.9K followers, 18.5K 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 342.9K 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 342.9K followers, 50.3K engagements "@matthew_pines Me: Mildly curious about how a XXX can disappear into thin air without a trace like one did in 2014 when a week after it disappeared a XXX pilot who flew to SE Asia all the time near where the XXX in question disappeared said it was impossible for a XXX to just disappear. 😳"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948417051980087625) 2025-07-24 16:16:39 UTC 342.9K followers, 2416 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 342.9K followers, 2162 engagements "This isn't exactly true. You can sell equity stakes in US's crown jewel corporations farmland around US military bases DC political favors & placement spots in top US universities to foreign adversaries with a strong USD. You just can't sell manufactured stuff"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948755104942657852) 2025-07-25 14:39:57 UTC 342.9K followers, 69.7K engagements "@LuckyLuke369 a) Is that true When US set up Resolution Trust Corp it was the beginning of the recovery no b) Speaking of that why hasn't a bad bank been set up in the US for commercial real estate"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947998520163832253) 2025-07-23 12:33:33 UTC 342.9K followers, XXX 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 342.9K followers, 69.6K 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 342.9K followers, 112.2K 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 342.9K followers, 22.4K 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 342.9K followers, 75.6K engagements "@GraphCall @Kathleen_Tyson_ Yup. Left chart = Chinese exports to Saudi up & to the right. Right chart = Swiss gold exports to Saudi strong since 2022 despite oil prices that would not support such purchases. Western consensus remains in denial about what these flows suggest"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1945123735599448128) 2025-07-15 14:10:11 UTC 342.9K followers, 3366 engagements "@SusieBdds global bond market estimated at $140T last I saw"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947036087177646444) 2025-07-20 20:49:12 UTC 342.9K followers, XXX engagements "2/ Once you frame it like this you see how hypocritical and political the whole "Fed independence" debate is. It's about allowing the "animals" that are "more equal than others" continue to be bailed out of their bad decisions but not all "animals.""  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947738973025046926) 2025-07-22 19:22:13 UTC 342.9K followers, 17.4K engagements "Thanks for the great conversation @DariusDale42 and @menlobear Really enjoyed it Full link below"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948482204188774551) 2025-07-24 20:35:33 UTC 342.9K followers, 31.6K engagements "@DavidConell1951 Trade surplus was $990B; thats net of all exports and imports. And for millennia gold doesnt do anythingexcept balance trade. $990B/1384t = $22000/oz"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1944769842113868011) 2025-07-14 14:43:57 UTC 342.9K followers, 1119 engagements "@KorpioProd Western reporting yes. Iran was said to have another X months of missiles v. a few weeks of western defense missiles. And China is said to be able to make 1000 cruise missile motors a day compared to current total US Tomahawk cruise missile stockpiles of 6000"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948780289544630441) 2025-07-25 16:20:02 UTC 342.9K followers, XXX 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 342.9K followers, 87.7K 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 342.9K followers, 30.4K engagements "@michaeljmcnair Then BTC. Spending hundreds of billions of dollars in capex to try to compete only to have China beat you with X% margins is not a good business"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948810781761372434) 2025-07-25 18:21:12 UTC 342.9K followers, 1284 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 342.9K followers, XXX engagements "@tlb3047 Home prices have risen XXX% here in the last XX yrs precisely because it is a very good place to live"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947491796377886737) 2025-07-22 03:00:01 UTC 342.9K followers, 1930 engagements "The US is in a new Cold War it cannot afford to lose. -US investor consensus The Fed must maintain its independence at all costs. -also US investor consensus Only one of these can be true. The Cold War or the real value of USTs. Choose wisely Chair Powell"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948504133578731734) 2025-07-24 22:02:41 UTC 342.9K followers, 30.8K 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 342.9K followers, 29.4K engagements "Dostoevsky on US corporate execs that offshored their labor factories & even Gain of Function research to China and the U.S. policymakers that allowed and encouraged them to do it:"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1948086208325894497) 2025-07-23 18:22:00 UTC 342.9K followers, 60K 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 342.8K followers, 1588 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 342.9K followers, XXX engagements "@tyillc @TonyNashNerd @Halsrethink IMO China is simply showing us the future AI/robotics has in store for us all. They are simply a few years ahead. Market-shaking implications. Start by asking why do American policymakers that welcomed China exporting deflation 2001-20 now decry it"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1949149858775892050) 2025-07-26 16:48:34 UTC 342.9K followers, XXX engagements "@cap_endurance "Deficit spending under a gold standard leads to much higher rates." Deficit spending also leads to above-target inflation (as we've seen) but Fed is to politically captured to stop it IE - gold would make them independent :)"  [@LukeGromen](/creator/x/LukeGromen) on [X](/post/tweet/1947755901294645532) 2025-07-22 20:29:29 UTC 342.9K 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 342.9K followers, XXX 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 342.9K followers, 1123 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 342.9K followers, 109.5K 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 342.9K followers, XXX 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 342.9K followers, 1925 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 342.9K followers, 4386 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, fed, powell, bitcoin the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +29%
- X Year XXXXXXXXXX -XXXX%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +87%
- X Months XXXXX -XXXX%
- X Year XXXXX +27%
Followers: XXXXXXX #
- X Week XXXXXXX +0.12%
- X Month XXXXXXX +0.55%
- X Months XXXXXXX +8.70%
- X Year XXXXXXX +20%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #5815 countries XXXX% cryptocurrencies XXXX% currencies #911 technology brands XXXX% stocks XXXX% automotive brands XXXX% social networks XXXX% exchanges XXXX% travel destinations XXXX%
Social topic influence china #2693, fed #308, powell 1.32%, bitcoin #3716, inflation 1.32%, imo 1.32%, $22000oz 1.32%, $990b 1.32%, woke 0.66%, wars XXXX%
Top accounts mentioned or mentioned by @stimpyz1 @derivativesdon @scottmelker @teddy21btc @drtwiter @adoptbtc @korpioprod @dmd711 @menlobear @schnapsideeg @sleeping888888 @txmctrades @davidconell1951 @susiebdds @kingkong9888 @mrbriggens @goldseabridge @jllcam12 @mrwebber4 @tomcapital
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 342.9K followers, 81.8K 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 342.9K followers, 67.6K engagements
"@shehzadhqazi China subsidized factories.US subsidized subprime loans & XX years of losing wars in the Middle East (which helped secure Iraq's oil for China.) Who spent the subsidy money better :)" @LukeGromen on X 2025-07-25 12:57:11 UTC 342.9K followers, XXX engagements
"@DirtUndrMyNails .and a quorum of electricians & welders needed to build new factories will be timed out in next 8-10 yrs (retired/dead.)" @LukeGromen on X 2025-07-25 13:19:21 UTC 342.9K followers, XXX 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 342.9K followers, XXX engagements
"If you think that a) the Fed is independent and b) that Fed independence is critical to the US. .then why not advocate for the US going back on a gold standard Nothing would make the Fed more independent than a gold standard. "Whoa whoa whoa.not THAT independent"" @LukeGromen on X 2025-07-22 19:18:59 UTC 342.9K followers, 50.3K engagements
"Critical signpost starting with the common investing saw that "The US military ultimately backs the USD." This was XX days of medium-intensity combat against a non-peer adversary. This is because of "USD Dutch Disease" (USD DD = "Who needs factories when we can print USD")" @LukeGromen on X 2025-07-25 13:09:31 UTC 342.9K followers, 30.8K 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 342.9K followers, 208.5K 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 342.9K followers, 1464 engagements
"BTC is starting to act more like an energy-linked neutral reserve asset and less like a levered NDX proxy. Let's watch" @LukeGromen on X 2025-04-17 15:14:10 UTC 342.9K followers, 203.8K 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 342.9K followers, XXX engagements
"@KorpioProd "If one can only see value in USD terms then one can not see value at all." :) What's the value of buying the IP that allows you to raise 500m Chinese people out of poverty & returning China to the position of power it occupied for most of the time since the time of Christ" @LukeGromen on X 2025-07-25 18:09:37 UTC 342.9K followers, XXX 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.)" @LukeGromen on X 2025-07-22 18:03:39 UTC 342.9K followers, 18.5K 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 342.9K 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 342.9K followers, 50.3K engagements
"@matthew_pines Me: Mildly curious about how a XXX can disappear into thin air without a trace like one did in 2014 when a week after it disappeared a XXX pilot who flew to SE Asia all the time near where the XXX in question disappeared said it was impossible for a XXX to just disappear. 😳" @LukeGromen on X 2025-07-24 16:16:39 UTC 342.9K followers, 2416 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 342.9K followers, 2162 engagements
"This isn't exactly true. You can sell equity stakes in US's crown jewel corporations farmland around US military bases DC political favors & placement spots in top US universities to foreign adversaries with a strong USD. You just can't sell manufactured stuff" @LukeGromen on X 2025-07-25 14:39:57 UTC 342.9K followers, 69.7K engagements
"@LuckyLuke369 a) Is that true When US set up Resolution Trust Corp it was the beginning of the recovery no b) Speaking of that why hasn't a bad bank been set up in the US for commercial real estate" @LukeGromen on X 2025-07-23 12:33:33 UTC 342.9K followers, XXX 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 342.9K followers, 69.6K 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 342.9K followers, 112.2K 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 342.9K followers, 22.4K engagements
"Gold is also specifically mentioned. Big signpost IMO" @LukeGromen on X 2025-07-18 12:35:15 UTC 342.9K followers, 75.6K engagements
"@GraphCall @Kathleen_Tyson_ Yup. Left chart = Chinese exports to Saudi up & to the right. Right chart = Swiss gold exports to Saudi strong since 2022 despite oil prices that would not support such purchases. Western consensus remains in denial about what these flows suggest" @LukeGromen on X 2025-07-15 14:10:11 UTC 342.9K followers, 3366 engagements
"@SusieBdds global bond market estimated at $140T last I saw" @LukeGromen on X 2025-07-20 20:49:12 UTC 342.9K followers, XXX engagements
"2/ Once you frame it like this you see how hypocritical and political the whole "Fed independence" debate is. It's about allowing the "animals" that are "more equal than others" continue to be bailed out of their bad decisions but not all "animals."" @LukeGromen on X 2025-07-22 19:22:13 UTC 342.9K followers, 17.4K engagements
"Thanks for the great conversation @DariusDale42 and @menlobear Really enjoyed it Full link below" @LukeGromen on X 2025-07-24 20:35:33 UTC 342.9K followers, 31.6K engagements
"@DavidConell1951 Trade surplus was $990B; thats net of all exports and imports. And for millennia gold doesnt do anythingexcept balance trade. $990B/1384t = $22000/oz" @LukeGromen on X 2025-07-14 14:43:57 UTC 342.9K followers, 1119 engagements
"@KorpioProd Western reporting yes. Iran was said to have another X months of missiles v. a few weeks of western defense missiles. And China is said to be able to make 1000 cruise missile motors a day compared to current total US Tomahawk cruise missile stockpiles of 6000" @LukeGromen on X 2025-07-25 16:20:02 UTC 342.9K followers, XXX 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 342.9K followers, 87.7K 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 342.9K followers, 30.4K engagements
"@michaeljmcnair Then BTC. Spending hundreds of billions of dollars in capex to try to compete only to have China beat you with X% margins is not a good business" @LukeGromen on X 2025-07-25 18:21:12 UTC 342.9K followers, 1284 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 342.9K followers, XXX engagements
"@tlb3047 Home prices have risen XXX% here in the last XX yrs precisely because it is a very good place to live" @LukeGromen on X 2025-07-22 03:00:01 UTC 342.9K followers, 1930 engagements
"The US is in a new Cold War it cannot afford to lose. -US investor consensus The Fed must maintain its independence at all costs. -also US investor consensus Only one of these can be true. The Cold War or the real value of USTs. Choose wisely Chair Powell" @LukeGromen on X 2025-07-24 22:02:41 UTC 342.9K followers, 30.8K 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 342.9K followers, 29.4K engagements
"Dostoevsky on US corporate execs that offshored their labor factories & even Gain of Function research to China and the U.S. policymakers that allowed and encouraged them to do it:" @LukeGromen on X 2025-07-23 18:22:00 UTC 342.9K followers, 60K 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 342.8K followers, 1588 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 342.9K followers, XXX engagements
"@tyillc @TonyNashNerd @Halsrethink IMO China is simply showing us the future AI/robotics has in store for us all. They are simply a few years ahead. Market-shaking implications. Start by asking why do American policymakers that welcomed China exporting deflation 2001-20 now decry it" @LukeGromen on X 2025-07-26 16:48:34 UTC 342.9K followers, XXX engagements
"@cap_endurance "Deficit spending under a gold standard leads to much higher rates." Deficit spending also leads to above-target inflation (as we've seen) but Fed is to politically captured to stop it IE - gold would make them independent :)" @LukeGromen on X 2025-07-22 20:29:29 UTC 342.9K 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 342.9K followers, XXX 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 342.9K followers, 1123 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 342.9K followers, 109.5K 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 342.9K followers, XXX 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 342.9K followers, 1925 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 342.9K followers, 4386 engagements