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# ![@MilkRoadMacro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1668531053739364352.png) @MilkRoadMacro Milk Road Macro

Milk Road Macro posts on X about stocks, bitcoin, balance sheet, debt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1668531053739364352/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1668531053739364352/c:line/m:interactions.svg)

- X Week XXXXXXX +90%
- X Month XXXXXXX +131%
- X Months XXXXXXXXX +7,563,711%
- X Year XXXXXXXXX +555,616%

### Mentions: XX [#](/creator/twitter::1668531053739364352/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1668531053739364352/c:line/m:posts_active.svg)

- X Week XX +26%
- X Month XXX +35%
- X Months XXX +36,300%
- X Year XXX +7,200%

### Followers: XXXXX [#](/creator/twitter::1668531053739364352/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1668531053739364352/c:line/m:followers.svg)

- X Week XXXXX +7.40%
- X Month XXXXX +29%
- X Months XXXXX +1,889%
- X Year XXXXX +4,287%

### CreatorRank: XXXXXXX [#](/creator/twitter::1668531053739364352/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1668531053739364352/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1668531053739364352/influence)
---

**Social category influence**
[finance](/list/finance)  #4447 [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #4553, [bitcoin](/topic/bitcoin) #3613, [balance sheet](/topic/balance-sheet) #162, [debt](/topic/debt) #1873, [$37t](/topic/$37t) #6, [$38t](/topic/$38t) #13, [china](/topic/china) 1.96%, [tariffs](/topic/tariffs) 1.96%, [$420k](/topic/$420k) 1.96%, [$80k](/topic/$80k) XXXX%

**Top accounts mentioned or mentioned by**
[@joeyhofmeister1](/creator/undefined) [@barchart](/creator/undefined) [@kalshi](/creator/undefined) [@m3melody](/creator/undefined) [@calebfranzen](/creator/undefined) [@intuitmachine](/creator/undefined) [@tech_fizz_](/creator/undefined) [@wise_token](/creator/undefined) [@melmattison1](/creator/undefined) [@henrikzeberg](/creator/undefined) [@bennpeifert](/creator/undefined) [@kobeissiletter](/creator/undefined) [@remarks](/creator/undefined) [@vincentdeluard](/creator/undefined) [@steve_hanke](/creator/undefined) [@tomasonmarkets](/creator/undefined) [@benstrong2816](/creator/undefined) [@helloiamemin](/creator/undefined) [@milkroad](/creator/undefined) [@cronosbro](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::1668531053739364352/posts)
---
Top posts by engagements in the last XX hours

"Last week wasnt a crash it was a reset. The kind every bull market needs before it can go higher. Stocks crypto even bonds were all moving up and it looked stable but they were quietly overleveraged. When China tightened export controls and Trump revived XXX% tariffs volatility finally woke up. Systematic funds flipped from buying to selling overnight dumping risk to stay inside their models. Prices fell fast but nothing broke just leverage being forced out of the system. In every extended bull cycle these volatility resets are what keep the structure healthy. They drain excess leverage reset"  
[X Link](https://x.com/MilkRoadMacro/status/1978158909161685173) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-14T18:00Z 4695 followers, 5378 engagements


"Home sales are at a 30-year low. And its all because of affordability. Housing prices keep climbing but wages just cant keep up. The median home price in the U.S. is now $420000 while the median household income sits at $80000. h/t @barchart for the chart"  
[X Link](https://x.com/MilkRoadMacro/status/1978816947354837499) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-16T13:34Z 4695 followers, 3872 engagements


"There are now 500000 more home sellers than buyers. The biggest gap the market has ever seen. That means supplys rising demands drying up and prices are next to crack"  
[X Link](https://x.com/MilkRoadMacro/status/1980370971426189413) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T20:30Z 4694 followers, 18.2K engagements


"@KobeissiLetter Median home price is $420K while median HOUSEHOLD income is just at $80k. The crisis is real:"  
[X Link](https://x.com/MilkRoadMacro/status/1980960568560263250) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T11:32Z 4695 followers, XXX engagements


"Japan's move changes everything for crypto. We track these macro shifts daily so you don't have to. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981038116153733355) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T16:41Z 4686 followers, XXX engagements


"Chat what pattern is this"  
[X Link](https://x.com/MilkRoadMacro/status/1981065555202470249) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T18:30Z 4696 followers, 3245 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981080879104692524) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T19:31Z 4690 followers, XXX engagements


"@remarks It took national debt only XX days to increase from $37T to $38T. Wild times"  
[X Link](https://x.com/MilkRoadMacro/status/1981354010465751538) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-23T13:36Z 4703 followers, XXX engagements


"While there are chances that QT will end soon. This does NOT mean that QE will restart immediately. Our guess is that the FED will increase their balance sheet extremely slowly probably at pace with GDP growth. A step in the right direction but still a long way to go"  
[X Link](https://x.com/MilkRoadMacro/status/1978438221613998258) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-15T12:30Z 4745 followers, 7494 engagements


"CRAZY FACT: Bitcoins year-to-date volatility has been lower than the S&P 500"  
[X Link](https://x.com/MilkRoadMacro/status/1980280373721620891) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-20T14:30Z 4745 followers, 5550 engagements


"Ignore the Headlines. The Charts Are Screaming Bull Market w/ @CalebFranzen The National Financial Conditions Index just hit multi-year lows. Caleb explains why thats rocket fuel for risk assets. Tune in to know more TIME POINTS 00:00 Intro 01:09 Bull or Bear 03:45 High Beta vs Low Vol 05:23 Calebs #1 Chart 08:29 What Flips Caleb Bearish 11:00 S&P XXX Price Target 12:41 Trump Tweet Impact 16:50 Bitcoin: Crash or Buy 20:05 $BTC vs Gold 23:04 Fed Index Explained 24:20 Calebs Strategy 28:08 Gold Breakout Signal 30:30 Powells Next Move 33:45 USChina Outlook 37:03 Wrap-Up"  
[X Link](https://x.com/MilkRoadMacro/status/1980663356307779962) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T15:51Z 4743 followers, 30.5K engagements


"QT isnt ending its evolving. Last week Fed Chair Powell signaled an end to Quantitative Tightening. But rather than a crash back into Quantitative Easing he hinted at a more subtle shift. Over the past few years the Feds balance sheet grew by over $X trillion due to QE and recently QT trimmed this creating pressure points in bank reserves. Now nearing scarce reserves the shift away may stabilize these vital components. The hidden takeaway Stopping QT might align with keeping financial plumbing smooth without springing back to aggressive QE. Its less of when QE and more about careful monetary"  
[X Link](https://x.com/MilkRoadMacro/status/1980688062838632680) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-21T17:30Z 4745 followers, 25.2K engagements


"Weve said this before but its worth repeating: Over XX% of global banks are now in easing mode. The only major holdout was Japan. until now. With Takaichi officially taking office yesterday a stimulus package is already in the works. More easing = more fuel for $BTC"  
[X Link](https://x.com/MilkRoadMacro/status/1981005137054507447) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T14:30Z 4745 followers, 12.4K engagements


"In 2021 most U.S. homeowners locked in mortgage rates under 3%. Today new loans are pushing past 7%. If youre holding a XXX% mortgage youre not selling. If youre buying at X% youre priced out. So inventory collapses demand collapses but prices refuse to fall. The result The biggest affordability freeze in modern housing history"  
[X Link](https://x.com/MilkRoadMacro/status/1981027848099119471) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-22T16:00Z 4743 followers, 3513 engagements


"BREAKING: U.S. national debt just hit a new high of $38T Its been growing at a scary pace: roughly $1T every XXX days. To make things even worse the last $1T was added in just XX days. The debt spiral is accelerating"  
[X Link](https://x.com/MilkRoadMacro/status/1981356300362797392) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-23T13:45Z 4745 followers, 4911 engagements


"Debasement Inflation and Investing in the Era of Fiscal Dominance w/ @VincentDeluard The Fed is no longer independent. The Treasury runs the show now. Vincent breaks down what fiscal dominance means and why its the most important macro shift no one is pricing in. Tune in to know more TIME POINTS 00:00 Intro 01:40 What Is the Debasement Trade 05:15 Why Gold Is Exploding 09:04 The Feds Next Move 13:19 Fiscal vs Monetary Power 17:42 Why the Fed Got Political 21:16 The X% Inflation Lie 26:17 How the Fed Took Over 30:30 Global Capital Is Shifting 35:30 How to Invest in Debasement 41:11 Building an"  
[X Link](https://x.com/MilkRoadMacro/status/1981385638390669698) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-23T15:42Z 4745 followers, 45.1K engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981435728484847802) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-23T19:01Z 4742 followers, XXX engagements


"Everything seems broken for risk assets right now: - The government shutdown is expected to last well into November - Gold is having an incredible 2025 - Bond yields are at multi-decade highs tightening financial conditions - Investor sentiment is at yearly lows But heres how were looking at the market: While fear dominates short-term moves major catalysts are still on the horizon: - The Fed is set to keep cutting rates through 2025 - Powell has hinted that QT will end soon - U.S. & China are expected to resume high-level trade talks Everything will be fine in the long run. Zoom out & chill"  
[X Link](https://x.com/MilkRoadMacro/status/1981699718326743100) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-24T12:30Z 4745 followers, 4911 engagements


"🚨 CPI JUST IN: CPI comes in at XXX% vs XXX% expected (prev 2.9%). Bullish for markets"  
[X Link](https://x.com/MilkRoadMacro/status/1981701054522855512) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-24T12:35Z 4745 followers, 2933 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1981704976109035538) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-24T12:50Z 4742 followers, XXX engagements


"Performance in 2025: - Bitcoin: XXXXX% - S&P500: XXXXX% - Russell 2000: XXXXX% - Gold: XXXXX% - Silver: XXXXX% Every single asset class is in the green in 2025"  
[X Link](https://x.com/MilkRoadMacro/status/1981775205765882305) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-24T17:30Z 4745 followers, 2699 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1982059886923092313) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-25T12:21Z 4745 followers, XXX engagements


"Here's a quick explainer on QE & QT: Quantitative Easing (QE) = Fed expanding their balance sheet by bonding bonds = injecting cash into the system QT is the exact opposite. Quantitative Tightening (QT) = selling bonds = taking cash out of the system. Between 2019 and 2022 the Fed went into turbo QE which pushed risk assets much higher. But then in 2022 FED began its QT process which sent the same assets sliding downwards. But here's the good news: The Fed has just signalled that they are STOPPING QT which is great news for risk assets"  
[X Link](https://x.com/MilkRoadMacro/status/1982069661459255526) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-25T13:00Z 4745 followers, 18.2K engagements


"This past week summed up"  
[X Link](https://x.com/MilkRoadMacro/status/1982107403752771965) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-25T15:30Z 4745 followers, 2525 engagements


"Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin stocks & gold. Subscribe here:"  
[X Link](https://x.com/MilkRoadMacro/status/1982283810428571690) [@MilkRoadMacro](/creator/x/MilkRoadMacro) 2025-10-26T03:11Z 4745 followers, XXX engagements