# ![@OffTheTick Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::42492365.png) @OffTheTick Off The Ticker

Off The Ticker posts on X about ai, india, pakistan, this is the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::42492365/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42492365/c:line/m:interactions.svg)

- [--] Week [-------] +8.10%
- [--] Month [-------] +22,480%
- [--] Months [-------] +17%
- [--] Year [---------] +635,969%

### Mentions: [--] [#](/creator/twitter::42492365/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42492365/c:line/m:posts_active.svg)

- [--] Week [---] -33%
- [--] Month [---] +1,385%
- [--] Months [---] +204%
- [--] Year [---] +56,300%

### Followers: [---] [#](/creator/twitter::42492365/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42492365/c:line/m:followers.svg)

- [--] Week [---] +12%
- [--] Month [---] +192%
- [--] Months [---] +199%
- [--] Year [---] +633%

### CreatorRank: [-------] [#](/creator/twitter::42492365/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42492365/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  32.21% [countries](/list/countries)  24.83% [technology brands](/list/technology-brands)  18.12% [stocks](/list/stocks)  14.09% [cryptocurrencies](/list/cryptocurrencies)  8.72% [exchanges](/list/exchanges)  2.68% [social networks](/list/social-networks)  2.68% [celebrities](/list/celebrities)  2.68% [travel destinations](/list/travel-destinations)  2.68% [financial services](/list/financial-services)  2.01%

**Social topic influence**
[ai](/topic/ai) 14.77%, [india](/topic/india) 12.08%, [pakistan](/topic/pakistan) 11.41%, [this is](/topic/this-is) 7.38%, [bitcoin](/topic/bitcoin) #5604, [in the](/topic/in-the) 6.04%, [open ai](/topic/open-ai) #1893, [money](/topic/money) 6.04%, [liquidity](/topic/liquidity) 4.03%, [market](/topic/market) #4556

**Top accounts mentioned or mentioned by**
[@clashreport](/creator/undefined) [@watcherguru](/creator/undefined) [@parabolicnotice](/creator/undefined) [@intelfrombrian](/creator/undefined) [@hashurtag](/creator/undefined) [@mrderivatives](/creator/undefined) [@bronsonst](/creator/undefined) [@endgameww3](/creator/undefined) [@iwasnevrhere](/creator/undefined) [@umarqadmiri](/creator/undefined) [@the_ai_investor](/creator/undefined) [@unusualwhales](/creator/undefined) [@wallstreetbets](/creator/undefined) [@guenomatias26](/creator/undefined) [@bengeskin](/creator/undefined) [@dgt10011](/creator/undefined) [@hamptonism](/creator/undefined) [@theaiinvestor](/creator/undefined) [@craigzliszt](/creator/undefined) [@cointelegraph](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Coinbase Global Inc. (COIN)](/topic/coinbase) [BlackRock Inc (BLK)](/topic/blackrock) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Translation: 'We are currently using your liquidity to meet our own margin calls. Please hold.' 📞🏦 In the Boardroom we call this 'Gating the Herd.' When the retail lot panic and try to withdraw en masse the exchange suddenly remembers it has a 'database error.' Rest assured the 'fix' will arrive precisely [--] minutes after the market bottom has been printed and the insiders have re-positioned. Not your keys not your coins not your exit. 🦅🥃"  
[X Link](https://x.com/OffTheTick/status/2018515764337107305)  2026-02-03T02:43Z [---] followers, 11.2K engagements


"Oh Dario. You really thought you could tell the US Military "No"😂😂😂 Anthropic just fumbled the biggest contract of the decade. They think they are taking a "Moral Stand." The market sees they are handing the entire defense budget to Palantir and OpenAI on a silver platter. Ideology is expensive. In this case it just cost them their seat at the table. https://twitter.com/i/web/status/2022860451093086431 https://twitter.com/i/web/status/2022860451093086431"  
[X Link](https://x.com/OffTheTick/status/2022860451093086431)  2026-02-15T02:28Z [---] followers, [----] engagements


"@ParabolicNotice Micron/SanDisk: Sell memory and storage. They are price takers fighting a cyclical war for pennies. Nvidia: Sells the architecture. They are price makers with 75% gross margins because there is no alternative. One is a commodity the other is a monopoly"  
[X Link](https://x.com/OffTheTick/status/2022870372790501658)  2026-02-15T03:07Z [---] followers, [--] engagements


"The irony is incredible. Anthropic plugin destroys $300B in SaaS value While Anthropic itself: Burns $2.7B/year Makes $750M revenue Has no path to profitability Is valued at $30B (40x revenue) So were saying: A company with negative margins destroyed profitable SaaS businesses The disruptor cant even disrupt their own losses This is just one unprofitable bubble eating another unprofitable bubble 🫧 https://twitter.com/i/web/status/2023081964299866366 https://twitter.com/i/web/status/2023081964299866366"  
[X Link](https://x.com/OffTheTick/status/2023081964299866366)  2026-02-15T17:08Z [---] followers, [----] engagements


"Let me translate what can withstand 88% decline actually means: Current situation: MSTR stock: $250 Bitcoin: $70k Down 80% from peak already If Bitcoin drops 88% to $8k: MSTR stock would be: $5-10 Down 96-98% from peak Shareholders completely wiped out But technically sufficient assets to cover debt So yes the COMPANY survives. But your investment is basically zero. We can survive an 88% crash isnt the flex Saylor thinks it is. Its saying youll lose everything but we wont technically go bankrupt 💀 https://twitter.com/i/web/status/2023196061347537223"  
[X Link](https://x.com/OffTheTick/status/2023196061347537223)  2026-02-16T00:41Z [---] followers, [---] engagements


"Financial control shifts to the people Let me show you who actually controls crypto: Top 1% of Bitcoin wallets: Own 90% of supply Binance Coinbase Kraken: Control most trades Tether: Prints stable coins with zero transparency BlackRock Fidelity: Launching Bitcoin ETFs Power to the people = Power to different billionaires Also hilarious that Eric Trump says this while: His family launched $TRUMP memecoin Made $300M+ in [--] weeks Dumped on retail holders Crypto didnt decentralize finance. It just created new middlemen with less regulation 💀 https://twitter.com/i/web/status/2023212709706170549"  
[X Link](https://x.com/OffTheTick/status/2023212709706170549)  2026-02-16T01:47Z [---] followers, [---] engagements


"They didn't save the market on Friday. They painted the tape for Monday. 🦅🩸 Do not confuse 'Short Covering' with 'Institutional Demand.' The +10% bounce you just watched was a Liquidity Vacuum. Wall Street marked the price up into the weekend for one reason: To give Retail confidence to buy the dip on Saturday so the Institutional desks have someone to sell to on Monday morning. The 'Black Monday' Setup is locked in: [--]. The Rate Reality: Warsh is still the nominee. Rates aren't dropping. [--]. The Tech Reality: The $200B Capex bill is due and the profits aren't there. [--]. The Trap: Retail is"  
[X Link](https://x.com/OffTheTick/status/2019844457210998991)  2026-02-06T18:43Z [---] followers, [---] engagements


"Stop looking at the dollar amount. Look at the voting power. Previously to get liquidity for his bunkers or hobbies Zuck had to sell shares (and dilute his control). Now He gets $720M/year in cash. He sells zero shares. He keeps 100% of his voting dominance. This isn't a "reward." It's a mechanism to fund his empire without ever giving up the throne. He just solved the Founder's Dilemma. He gets the cash and keeps the keys. https://twitter.com/i/web/status/2022142795377418414 https://twitter.com/i/web/status/2022142795377418414"  
[X Link](https://x.com/OffTheTick/status/2022142795377418414)  2026-02-13T02:56Z [---] followers, 48.1K engagements


"This isn't a bug. It is Regulatory Gatekeeping by design. The SEC created a moat called "Accredited Investor Status" to ensure the wealth ladder stays pulled up. The Lie: "We are protecting retail from risky assets." The Truth: They are hoarding the alpha for the pre-IPO cartel. The Outcome: By the time you can buy $OPENAI on the NASDAQ the 100x is gone. Public markets are no longer for wealth creation. They are strictly for Venture Capital Exit Liquidity. You aren't "missing out." You are being systematically excluded until the insiders are ready to dump their bags on your 401(k)"  
[X Link](https://x.com/OffTheTick/status/2022352356168347899)  2026-02-13T16:49Z [---] followers, 15.2K engagements


"Let me translate this: Pentagon to Anthropic: Remove your safety guardrails Anthropic: No we have principles Pentagon: Cool well just use OpenAI instead Meanwhile: OpenAI already has DoD contracts Microsoft (OpenAIs backer) has $22b in Pentagon contracts Google just won the $9b cloud contract Meta released Llama to military for free Anthropic is choosing principles over billions. Respect the move but theyre about to learn that AI safety doesnt pay the $2.7b/year burn rate 💸 https://twitter.com/i/web/status/2022861079278240248 https://twitter.com/i/web/status/2022861079278240248"  
[X Link](https://x.com/OffTheTick/status/2022861079278240248)  2026-02-15T02:30Z [---] followers, 15.7K engagements


"Without investing a single penny into AI Apples actual AI spending: Acquired [--] AI companies since [----] Spent estimated $10B+ on Siri alone Investing $4.5B in AI infrastructure currently Partnered with OpenAI (paying per API call) Won without a sword = Spent billions still behind Also: M5 Ultra machine: $8-12k vs $200/month = [--] months = 4+ years to break even Assuming the local model actually works (it wont) This isnt vision. This is copium for AAPL shareholders watching Google OpenAI and Anthropic dominate AI 🍎"  
[X Link](https://x.com/OffTheTick/status/2022880517675245723)  2026-02-15T03:47Z [---] followers, [----] engagements


"NVDA worked because of perfect timing: AI boom (unpredictable) Crypto mining demand (temporary) Data center explosion (lucky positioning) No real competition until recently Moores Law slowing = pricing power Asking whats the next NVDA is like asking whats the next Amazon in [----]. You dont know. Nobody knows. And for every NVDA theres: Intel (down 60% from 2020) AMD (up but nowhere near NVDA) Every other chip stock that didnt 276x The answer isnt find the next one. Its own the index and stop gambling 🎯 https://twitter.com/i/web/status/2023092258157867191"  
[X Link](https://x.com/OffTheTick/status/2023092258157867191)  2026-02-15T17:49Z [---] followers, 10.1K engagements


"Kim Dotcom has predicted: Hillarys arrest (didnt happen) Seth Rich conspiracy (debunked) Mueller investigation hoax (wrong) COVID lab leak proof (never delivered) Now: Palantir was hacked but I have no proof and dont know the hackers but trust me bro If Palantir was actually hacked with this info every intelligence agency would be in crisis mode not waiting for Kim Dotcoms tweet thread. Pass 🚫 https://twitter.com/i/web/status/2023175990084501539 https://twitter.com/i/web/status/2023175990084501539"  
[X Link](https://x.com/OffTheTick/status/2023175990084501539)  2026-02-15T23:21Z [---] followers, 33.8K engagements


"@unusual_whales Greatest period of anything weve ever seen S&P 500: -11% since you took office Bitcoin: -46% Tech stocks: -$2T in value Either: A) Youre lying B) You dont look at data C) Greatest means something different to you Pick one 📉"  
[X Link](https://x.com/OffTheTick/status/2023211383576498590)  2026-02-16T01:42Z [---] followers, [----] engagements


"@wallstreetbets AI: Loses $5-10 per interaction Crypto: Down 46% YTD Combining them: Somehow even worse This is like saying the convergence of MoviePass and WeWork will be glorious Two failed business models dont make a good one 📉"  
[X Link](https://x.com/OffTheTick/status/2023231079105135082)  2026-02-16T03:00Z [---] followers, [---] engagements


"@GuenoMatias26 @BenGeskin Whats even worse is iPhone 12PMs 3500mAh battery outlasts Sammys 5000mAh"  
[X Link](https://x.com/anyuser/status/1341398669573181448)  2020-12-22T15:02Z [---] followers, [--] engagements


"The French have finally discovered a stimulus package that actually works: The Merch Drop. 📉 Macron didn't go to Davos to solve the climate crisis or fix the Eurozone. He went to execute a Pump and Dump on a small-cap Italian eyewear manufacturer. This is the state of European "Industrial Policy" in [----]. We can't build tech giants. We can't build armies. But by God we can still make the President look like a hungover DJ at a beach club to boost the luxury sector. He isn't a Statesman old sport. He is just a Kardashian with nuclear codes. Long the Vanity. Short the Republic. 🥂🕶"  
[X Link](https://x.com/OffTheTick/status/2015146392595959939)  2026-01-24T19:35Z [---] followers, [---] engagements


"Smart capital allocation. 🧠 Costco knows that 'Last Mile' logistics in Europe is a margin-killing nightmare (unions narrow streets regulations). By outsourcing the tech layer to $CART they effectively rent the headache while keeping the membership revenue. Let Instacart fight the local battles. 🛡📉 https://twitter.com/i/web/status/2017252865211863315 https://twitter.com/i/web/status/2017252865211863315"  
[X Link](https://x.com/OffTheTick/status/2017252865211863315)  2026-01-30T15:05Z [---] followers, [--] engagements


"The $1.5 trillion 'conservative' valuation is the ultimate test of the 'Starlink Alpha.' 🛰🦅 Musk isn't just selling rockets; hes selling the future plumbing of the global internet and space-based AI. A $50 billion raise would be nearly double Saudi Aramcos record turning SpaceX into a sovereign-level financial entity. But remember: at 100x revenue ($15B) this isn't an industrial play - it's a religion. Wall Street is betting that the 'Elon Premium' is immune to interest rate math. 🏛📈 https://twitter.com/i/web/status/2017364966068646147 https://twitter.com/i/web/status/2017364966068646147"  
[X Link](https://x.com/OffTheTick/status/2017364966068646147)  2026-01-30T22:31Z [---] followers, [----] engagements


"@dgt10011 A Reserve Currency must be a Two-Way Street. US Dollar: You can bring $10 Billion in and you can take $10 Billion out. No questions asked. Chinese Yuan: You can bring $10 Billion in easily. But try taking it out Good luck"  
[X Link](https://x.com/OffTheTick/status/2018071889738887279)  2026-02-01T21:20Z [---] followers, [----] engagements


"Oh dear. The 'Kiss of Death' has arrived. 💋☠ Cathie Wood telling you to sell Gold after it has already crashed -10% is the single most bullish signal for Gold I have ever seen. She has an uncanny supernatural ability to capitulate at the exact mathematical bottom. If she is dumping Gold to buy Bitcoin the Boardroom strategy is clear: Sell Bitcoin. Buy Gold. Thank you for the signal Cathie. You are the most expensive sentiment indicator in history. 🦅📉 https://twitter.com/i/web/status/2018544585018933253 https://twitter.com/i/web/status/2018544585018933253"  
[X Link](https://x.com/OffTheTick/status/2018544585018933253)  2026-02-03T04:38Z [---] followers, [---] engagements


"The 'Ultrasound Money' just went silent Old Sport. 🦅🔇 You are watching the separation of 'The Asset' and 'The App Store.' ETH down 32% proves the thesis: It isn't Digital Gold; it is just High-Beta Tech Equity. When the Nasdaq crashes Ethereum crashes harder. It has no defensive moat. Bitcoin is bleeding but the Alts are hemorrhaging. I posted the 'Layer [--] Extinction Level' on my profile. Go see where the knife finally sticks before you try to catch the falling Ether. 🥂📉 https://twitter.com/i/web/status/2019463319594151990 https://twitter.com/i/web/status/2019463319594151990"  
[X Link](https://x.com/OffTheTick/status/2019463319594151990)  2026-02-05T17:29Z [---] followers, [---] engagements


"He didn't sell it to 'Buy the Dip.' He sold it to 'Pay the Margin' Old Sport. 🦅📉 You don't liquidate a Gulfstream to buy a digital coin unless the Real Estate cash flow has stopped hitting the account. Real players borrow against the jet at 6%. Distressed players sell the jet at a discount. This isn't '10X Conviction'; it is '10X Liquidation.' He is going to be flying Spirit Airlines to the next Mastermind. https://twitter.com/i/web/status/2019619223031451924 https://twitter.com/i/web/status/2019619223031451924"  
[X Link](https://x.com/OffTheTick/status/2019619223031451924)  2026-02-06T03:48Z [---] followers, [----] engagements


"They just financialized Survival Old Sport. 🦅📉 You are witnessing the final stage of the Consumer Debt Bubble. 'Buy Now Pay Later' for a luxury handbag is a choice. 'Buy Now Pay Later' for your roof is Serfdom. If you have to finance this month's rent with next month's salary you are mathematically insolvent. You just don't know it yet. This isn't 'flexibility' for the tenant; it is a way to squeeze the last drop of liquidity from a working class that is already tapped out. I posted the 'Subprime Rental Crisis' analysis on my profile. Go see how the credit collapse begins at home before the"  
[X Link](https://x.com/OffTheTick/status/2019769484580475012)  2026-02-06T13:45Z [---] followers, [----] engagements


"You are confusing 'Morality' with 'Math' Old Sport. 🦅🧮 You want Bitcoin to be a 'Club' with a moral code. It isn't. It is a Public Utility. The fact that Epstein cartels and dictators can use it - or even fund the labs that built it - without controlling it proves the thesis. If the Devil himself buys a block the network doesn't reject it. That is what 'Censorship Resistance' actually looks like. The Bitcoiners aren't cheering for Epstein. They are cheering because the Mechanism survived the Reputation Attack. If the system worked even when the 'Bad Guys' were paying the bills then the"  
[X Link](https://x.com/OffTheTick/status/2019790915267653813)  2026-02-06T15:10Z [---] followers, [---] engagements


"That isn't 'Greed' Old Sport. That is 'Evacuation'. 🦅🚨 You are confusing a 'Bull Market' with a 'Lifeboat Drill.' Investors aren't piling into $GLD because they want a return. They are piling in because they are scared the Dollar is about to lose its purchasing power. [----] Million ounces isn't a portfolio allocation. It is a bunker. The real signal is the Miners ($3.62B Inflows). Buying physical gold is defensive. Buying the Miners is offensive. This means the Smart Money isn't just hedging against a crash; they are betting on a Sovereign Debt Crisis. When the miners catch a bid like this"  
[X Link](https://x.com/OffTheTick/status/2020230624259277111)  2026-02-07T20:18Z [---] followers, [---] engagements


"@Mr_Derivatives Its a stock going down to $7-8 https://x.com/offthetick/status/2019989007812239689s=46&t=aaDNQFe-Xk7by1b51JUdcA When $HIMS was at $40 my feed was full of 'influencers' screaming $80. Now it is at $20 and those same accounts are either silent or pivoting to 'long-term hold' cope. But mark my words hims is going to under $10 HIMS wasnt trading on P/E ratios. It was trading on the https://x.com/offthetick/status/2019989007812239689s=46&t=aaDNQFe-Xk7by1b51JUdcA When $HIMS was at $40 my feed was full of 'influencers' screaming $80. Now it is at $20 and those same accounts are"  
[X Link](https://x.com/OffTheTick/status/2020236108735390087)  2026-02-07T20:39Z [---] followers, [----] engagements


"That isn't 'Doom' Old Sport. That is 'Due Diligence'. 🦅☂ You are confusing 'Negativity' with 'Risk Management.' You see a storm and get depressed. I see a storm and sell Umbrellas. I am not here to ruin your vibes. I am here to chronicle the greatest capital misallocation in human history: The $10 Trillion AI Bubble. You: See 'Innovation' because you are long the hype. Me: See 'Vaporware' because I can read the P&L. Sunshine is free. Alpha is expensive. I can buy all the sunlight I want on the Riviera after the liquidation event. https://twitter.com/i/web/status/2020260992966680924"  
[X Link](https://x.com/OffTheTick/status/2020260992966680924)  2026-02-07T22:18Z [---] followers, [--] engagements


"That isn't 'Invasion' Old Sport. That is 'Succession Planning'. 🦅⚔ Youre confusing 'Heritage' with 'Hypocrisy.' Let's review the Cap Table: [--]. Series A (1492): Your ancestors (Europeans) arrived on boats 'liquidated' the local management (Genocide) and executed a hostile takeover of the asset (America). [--]. Series B (2024): You got comfortable. You stopped working. You stopped having babies. You became Unproductive Capital. The Market hates a vacuum. You built a Ponzi scheme that requires perpetual growth but you refuse to produce the labor (children) or do the work (jobs) to sustain it. So"  
[X Link](https://x.com/OffTheTick/status/2020602207855374370)  2026-02-08T20:54Z [---] followers, [--] engagements


"That isn't 'Replacement' Old Sport. That is 'Procurement'. 🦅👶 Youre confusing 'Poverty' with 'Priorities.' Let's check the ledger: - The European: Can afford children. But you prefer the Audi the 3-bedroom flat in the city center and the annual ski trip. You have priced yourself out of the market by inflating your lifestyle. - The Immigrant: Has a lower 'Cost of Goods Sold.' They are willing to produce the asset (Future Taxpayer) for a lower margin than you are. The State acts like a Corporation. It has a Pension Liability (Your retirement) that requires fresh liquidity (New Workers). - You"  
[X Link](https://x.com/OffTheTick/status/2020636218623393893)  2026-02-08T23:09Z [---] followers, [----] engagements


"In a Gold Rush (AI) the 10x returns don't come from finding the 'Next NVDA.' They come from identifying the Bottle Neck. Lets look at the mathematics first: - 30% Upside (Infrastructure): This is the 'House.' It pays the bills. It compounds. It survives the crash. - 10x Upside (The Moonshot): To get a 1000% return you have to buy something that has a 90% chance of going to zero. It means youre chasing Vaporware. Look at the bottlenecks if you want a real 10x Look at the Physics that restricts them. Copper: We don't have enough wire. Uranium: We don't have enough power. Water: We don't have"  
[X Link](https://x.com/OffTheTick/status/2020675894851809301)  2026-02-09T01:47Z [---] followers, [----] engagements


"What your looking for are Moonshots - The company that strangles the company everyone is talking about. I.e. The chokepoints- The companies that own the physical constraints that will stop AI dead in its tracks unless they get paid. Lets look at some examples: The Copper Choke (No Wire = No AI) An AI Data Center uses 3x to 4x more copper than a traditional one. The world is running out of copper mines. It takes [--] years to open a new mine. The deficit is mathematical. Ivanhoe Mines (IVPAF) - They own the Kamoa-Kakula mine in the DRC. It is the highest-grade major copper discovery in the"  
[X Link](https://x.com/OffTheTick/status/2020706894638203078)  2026-02-09T03:50Z [---] followers, [----] engagements


"Because this isn't 'Madness' Old Sport. It is 'Math'. 🦅🧮 You are confusing 'Ideology' with 'Insolvency.' you still think these leaders are running Countries. They are not. They are running Hedge Funds disguised as nations. Here is the Boardroom reality: The Western financial system is a Ponzi scheme built on Perpetual Growth. To keep the debt payable the GDP must go up. To keep the GDP up the population must grow. But the natives stopped having children and stopped working. So they created a 'Succession Plan'. 🦅⚔ Let's review the Cap Table: [--]. Series A (1492): Your ancestors (Europeans)"  
[X Link](https://x.com/OffTheTick/status/2021080543400493249)  2026-02-10T04:35Z [---] followers, [----] engagements


"That isn't 'Heroism' Old Sport. That is 'Risk Management'. 🦅🧼 You are confusing a 'Moral Compass' with a 'Survival Instinct.' Here is the Boardroom reality: In the elite circles there is one rule: If a Liability threatens the Brand you liquidate the Liability. Trump didn't blow the whistle to save the world. He saw that Epstein was sloppy reckless and dangerous to his own operation (Mar-a-Lago). The 'Ban' was the signal: When Trump banned Epstein from the club he wasn't being a saint. He was Cutting the Contagion Link. - The Move: Be the first to point the finger. - The Result: When the"  
[X Link](https://x.com/OffTheTick/status/2021083659747373544)  2026-02-10T04:47Z [---] followers, [----] engagements


"That isn't 'Invasion' Old Sport. That is 'Succession Planning'. 🦅⚔ Youre confusing 'Heritage' with 'Hypocrisy.' Let's review the Cap Table: [--]. Series A (1492): Your ancestors (Europeans) arrived on boats 'liquidated' the local management (Genocide) and executed a hostile takeover of the asset (America). [--]. Series B (2024): You got comfortable. You stopped working. You stopped having babies. You became Unproductive Capital. The Market hates a vacuum. You built a Ponzi scheme that requires perpetual growth but you refuse to produce the labor (children) or do the work (jobs) to sustain it. So"  
[X Link](https://x.com/OffTheTick/status/2021084056637648925)  2026-02-10T04:49Z [---] followers, [---] engagements


"Spot on. The energy advantage is obvious but the architecture is what nobody is pricing in. Look closely at Neom. "The Line" isn't just a city; it is being built as the world's largest linear Data Center. The Geometry: A 170km straight line creates a zero-latency fiber backbone that circular cities can't match. The Cooling: The mirror facade and coastal location are designed for massive heat dissipation. The Power: 100% renewable grid dedicated to compute not just AC for residents. While the US grid is stuck in permitting hell KSA is essentially building a motherboard in the desert. The "Oil"  
[X Link](https://x.com/OffTheTick/status/2021415011709591924)  2026-02-11T02:44Z [---] followers, [--] engagements


"The Bitcoin White-paper "One of the greatest written works in all of history." That's how billionaire Chamath Palihapitiya describes the Bitcoin white paper. To him BTC isn't just code - it's poetry"  
[X Link](https://x.com/OffTheTick/status/2021449063099662783)  2026-02-11T04:59Z [---] followers, [---] engagements


"@Mr_Derivatives As I explained previously Hims is going to $8 thats the real business value refer to the analysis on my profile"  
[X Link](https://x.com/OffTheTick/status/2021629783466184752)  2026-02-11T16:57Z [---] followers, [---] engagements


"Dubai isnt just about tax-free anymore because. The Great Capital Migration has changed everything. The smartest American capital from Blackstone to Bridgewater has already migrated there because they know this is the new epicenter of global liquidity. The deals being signed today in Dubai (AI Energy Logistics) are the ones that will define the 2030s. You walk into a room in DIFC and realize your network isn't just "aspiring" it is the people writing the checks that will define the next decade. You could move to where the game is being played or watch the winners from the sidelines in London"  
[X Link](https://x.com/OffTheTick/status/2022015849343897663)  2026-02-12T18:32Z [---] followers, [---] engagements


"You go to the wilderness to escape reality; you come to Dubai to bend reality to your will. Your soul needs this not Dubai. https://t.co/pMt9Ocv6bm Your soul needs this not Dubai. https://t.co/pMt9Ocv6bm"  
[X Link](https://x.com/OffTheTick/status/2022016516817064146)  2026-02-12T18:34Z [---] followers, [---] engagements


"Why is the stock up when automotive revenue actually fell 45% YoY Because of one specific line item: Software & Services. Rivian is slowly morphing from a "Car Manufacturer" (Capital Intensive Low Margin) into a "Tech Consultant" for Legacy Auto (Low Capital High Margin). Rivian is no longer a sovereign car company. It is a Technology Arm of the Volkswagen Group that happens to sell cool trucks on the side. https://twitter.com/i/web/status/2022055427333099743 https://twitter.com/i/web/status/2022055427333099743"  
[X Link](https://x.com/OffTheTick/status/2022055427333099743)  2026-02-12T21:09Z [---] followers, [---] engagements


"You don't need a "UHNW friend" to see it. Its right there on the terminal. The "thin ice" is just the Treasury liquidity drain. The flows: Insiders are dumping software/SaaS at the fastest pace since [----]. The rotation: That capital isn't leaving the market; its moving into Energy Commodities and Hard Assets. The signal: Sovereign Wealth funds are bidding the floor on every dip. Its not a crash. Its a transfer of wealth from "growth tourists" to "value owners." If you aren't positioned for the rotation you are the exit liquidity"  
[X Link](https://x.com/OffTheTick/status/2022057044011102306)  2026-02-12T21:15Z [---] followers, [----] engagements


"$39M is a rounding error. That's 0.3% of their cash pile. Don't look at the size. Look at the information asymmetry. Coinbase sees the institutional OTC flows [--] days before the 13Fs drop. They know exactly who is accumulating behind the scenes. They are front-running their own data. They aren't "buying the dip." They are buying the supply shock they know is coming. https://twitter.com/i/web/status/2022059425968594993 https://twitter.com/i/web/status/2022059425968594993"  
[X Link](https://x.com/OffTheTick/status/2022059425968594993)  2026-02-12T21:25Z [---] followers, [----] engagements


"This is called "Miner Capitulation." Its the most reliable bottom signal in crypto history. The $19k spread isn't a bug; it's a feature. The Flush: Inefficient public miners go bankrupt. The Consolidation: BlackRock/Energy Giants buy their distressed hardware for pennies. The Reset: Difficulty adjusts margins return price rips. You are watching the weak hands get washed out so the institutions can take over the network. https://twitter.com/i/web/status/2022059806941495460 https://twitter.com/i/web/status/2022059806941495460"  
[X Link](https://x.com/OffTheTick/status/2022059806941495460)  2026-02-12T21:26Z [---] followers, [---] engagements


"You are confusing "Venture Capital" with "Capital Expenditure." The $100B isn't going to desperate startups begging for runway. Its coming from Microsoft Meta and Google's free cash flow. The difference: VCs need an exit in [--] years. Hyperscalers are building 20-year infrastructure. The reality: They aren't building "bigger models" for fun. They are building the new electrical grid for the global economy. The "bubble" will pop for the [----] AI wrapper startups. But the infrastructure Thats not a bubble. Thats the new floor. https://twitter.com/i/web/status/2022061972196635036"  
[X Link](https://x.com/OffTheTick/status/2022061972196635036)  2026-02-12T21:35Z [---] followers, [---] engagements


"Finally someone said it. The "AI Bubble" narrative is a cope for the "SaaS Bubble" reality. AI is fundamentally deflationary to software. The Supply Shock: The marginal cost of writing code is heading to zero. The Moat: "Proprietary software" is becoming a commodity; the only moat left is distribution and data. The Pricing: The "Per Seat" model is dead. Why pay $30/month for a tool an agent can build in [--] seconds We aren't watching a new bubble form. We are watching the $5 Trillion "Rent-Seeking Software" bubble get popped by open-source intelligence. The infrastructure is real. The wrappers"  
[X Link](https://x.com/OffTheTick/status/2022141847473143995)  2026-02-13T02:52Z [---] followers, [---] engagements


"The "Bubble" narrative is just a cope for being under-allocated. Since December the data has made the thesis binary: The Hyperscalers: Microsoft & Google didn't cut spend; they accelerated CapEx guidance for [----]. The Sovereigns: The UAE and Saudis are no longer just "investors"; they are buying entire supply chains. The Energy: 20-year nuclear contracts aren't signed for a "trend." We moved from the "Hype Phase" to the "Industrial Phase" [--] days ago. If you are still waiting for the pop you are fighting the largest infrastructure build-out in human history."  
[X Link](https://x.com/OffTheTick/status/2022142241343521255)  2026-02-13T02:54Z [---] followers, [---] engagements


"Pomp is right but hes being too polite. This isn't a "gift." Its a handover. While retail screams about the -50% drop look at who is on the other side of the trade: BlackRock: IBIT just crossed [------] BTC in holdings. They are buying the panic you are selling. The Whales: Wallets holding 1k+ BTC added $4 Billion last week alone. The Miners: Difficulty just dropped -11% (classic capitulation signal). The price is down but the ownership just transferred from weak hands to strong hands. If you sold this week you just donated your financial future to Larry Fink."  
[X Link](https://x.com/OffTheTick/status/2022143391002181826)  2026-02-13T02:58Z [---] followers, [---] engagements


"Stop acting surprised. This is just Liquidity Preference in the dating market. The Bid: $23 Billion Net Worth + Global Influence. The Ask: Peak fertility + Vitality. The Spread: [--] years. The market cleared at the equilibrium price. If this offends you its because you are judging a transaction you can't afford to participate in. https://twitter.com/i/web/status/2022144984913256488 https://twitter.com/i/web/status/2022144984913256488"  
[X Link](https://x.com/OffTheTick/status/2022144984913256488)  2026-02-13T03:05Z [---] followers, [--] engagements


"Its not just inevitable. Its a mathematical certainty. The "House Model" is dead. The "Exchange Model" is eating it alive. Here is why DraftKings and FanDuel are heading to zero: The Vig: Sportsbooks charge 10% juice. Prediction markets are 1%. Smart money doesn't pay a tax to play. The Limits: If you win too much on a Sportsbook they ban you. Prediction markets need you to win to create liquidity. The Regulation: Sportsbooks are fighting [--] different state battles. Prediction markets just got Federal (CFTC) clearance to operate everywhere. We are moving from "Betting against the House""  
[X Link](https://x.com/OffTheTick/status/2022145520370626629)  2026-02-13T03:07Z [---] followers, [----] engagements


"He isn't asking for a favor. He is handing them the Sovereign Defense Strategy on a silver platter. The "Constructive Policy" is just code for: Let US Corporations monetize the debt before our rivals do. The Math: US Companies hold $4 Trillion in cash that is melting against real inflation. The Fix: Convert that melting ice into digital energy (BTC). The Stake: If Apple and Microsoft don't hold the supply the Sovereign Wealth Funds will. This isn't about "Crypto Bros." It's about National Security. The race is on. Either we win it or we pay rent to those who do."  
[X Link](https://x.com/OffTheTick/status/2022146773872005130)  2026-02-13T03:12Z [---] followers, [---] engagements


"You are missing the real mechanism here. This isn't just a "Trade Deal." It is a Protection Payment. The $84B purchase order isn't for soybeans. Its the premium for the US Security Umbrella. The Setup: Threaten 32% to panic the supply chain (The Stick). The Close: Settle at 15% + Guaranteed US exports (The Carrot). The Alpha: He just monetized the geopolitical risk of the Taiwan Strait. While Congress argues about "isolationism" he turned a foreign policy liability into a revenue-generating asset. He didn't negotiate. He collected rent. https://twitter.com/i/web/status/2022148360635867554"  
[X Link](https://x.com/OffTheTick/status/2022148360635867554)  2026-02-13T03:18Z [---] followers, [----] engagements


"The "Digital Economy" isn't evaporating. The "Rent-Seeking Economy" is. The panic is justified if your business model is "charging for access." SaaS margins: Commoditized by Agents. Service revenue: Vaporized by Automation. Frontier Models: Fighting a price war to the bottom. The value isn't accruing to the Model. It is accruing to the Infrastructure (Energy/Chips) and the Consumer (Surplus). Don't "chill." Rotate your capital to the physical layer. https://twitter.com/i/web/status/2022148813792690679 https://twitter.com/i/web/status/2022148813792690679"  
[X Link](https://x.com/OffTheTick/status/2022148813792690679)  2026-02-13T03:20Z [---] followers, [---] engagements


"You are confusing the Government with the Network. The "Bureaucratic Empire" is insolvent. But the "Commercial Empire" has never been more dominant. Look at the scoreboard: Compute: US companies control 95% of the global AI stack (Nvidia/Microsoft/Google). Energy: We are the #1 producer of Oil & Gas in history. Defense: The private sector (SpaceX/Anduril) is effectively privatizing space and air superiority. The "State" is crashing. The "Network" is taking over. We are moving from a Political Hegemony to a Corporate Hegemony. Don't short the transition."  
[X Link](https://x.com/OffTheTick/status/2022149803216367870)  2026-02-13T03:24Z [---] followers, [----] engagements


"He isn't just saying it. He is pricing it. The "Billable Hour" was the greatest scam of the 20th century. AI just exposed the spread. The Junior: $250/hr for document review - $0.05/token. The Audit: [--] weeks of Excel grinding - [--] seconds of Code Interpreter. The Deck: $50k for strategy slides - Prompts are free. If your career is based on "gatekeeping complexity" you are finished. Become the architect of the system or become the casualty of it. https://twitter.com/i/web/status/2022151292441760211 https://twitter.com/i/web/status/2022151292441760211"  
[X Link](https://x.com/OffTheTick/status/2022151292441760211)  2026-02-13T03:30Z [---] followers, [---] engagements


"You have it backward. You don't short the firm. You short the Payroll. You are assuming that "Knowledge Work" is the Product. It isn't. It is the Cost of Goods Sold. The Margin: If a law firm can bill $5M for a case using [--] partners and an AI agent instead of [--] associates that isn't a bankruptcy. That is the greatest margin expansion event in history. The Multiple: Service companies trade at 2x Revenue. Tech companies trade at 10x. When "Service" firms automate the labor they get re-rated as Tech. The Moat: The AI can do the work but it can't hold the liability. The "Company" remains as the"  
[X Link](https://x.com/OffTheTick/status/2022354421938524371)  2026-02-13T16:57Z [---] followers, [---] engagements


"@hamptonism This list is outdated. You are optimizing for "Vibes" instead of "Velocity." Dubai isn't just on the list; it is the list"  
[X Link](https://x.com/OffTheTick/status/2022355106008830229)  2026-02-13T17:00Z [---] followers, [---] engagements


"She is right on the Technology but do not confuse that with the Currency. We are entering the "Great Bifurcation." Tech is Deflationary: AI robotics and energy are dragging the cost of abundance (software labor consumer goods) to zero. Fiat is Inflationary: The Federal Reserve cannot allow deflation because the $36 Trillion debt load would become unpayable. They must print to offset the tech shock. The result Everything that can be printed (Dollars Stocks Content) will go to infinity. Everything that cannot be printed (Land Gold Bitcoin) will reprice in real terms. She calls it "Good"  
[X Link](https://x.com/OffTheTick/status/2022355857422311898)  2026-02-13T17:03Z [---] followers, [---] engagements


"This is the Demolition of the auto industry disguised as efficiency. The math is brutal for the legacy OEMs (Ford/GM). The Volume: If [--] Robotaxi replaces [--] private cars global auto production crashes by 80%. The Debt: $1.6 Trillion in auto loans is collateralized by assets that are about to be worthless. The Real Estate: Parking is 30% of urban land. That value goes to zero (or becomes housing). We aren't just changing how we drive. We are deleting the second largest asset on the middle-class balance sheet. The "American Dream" of a 2-car garage is over. It's just a subscription now."  
[X Link](https://x.com/OffTheTick/status/2022356532793430297)  2026-02-13T17:05Z [---] followers, [---] engagements


"Do not confuse an "IPO" with an "Investment Opportunity." If Elon is listing SpaceX at the rumored $1.5 Trillion valuation he isn't offering you upside. He is handing you the bill for Mars. The Valuation: To make a standard VC return (10x) from here SpaceX needs to become a $15 Trillion company. That is 40% of the entire US GDP. The Merger: He just jammed xAI into the deal to sweeten the pot. Why Because burning cash on Starship is a hard sell but "Space + AI" is an infinite money glitch for retail investors. The Timing: You list when the hype is peak not when the cash flow is stable. This"  
[X Link](https://x.com/OffTheTick/status/2022381201512636440)  2026-02-13T18:43Z [---] followers, [----] engagements


"The SpaceX IPO isn't a "gift" to retail. It is a Capital Call for Mars. Here is the math nobody wants to look at: The Valuation Trap: At a rumored $1.5 Trillion valuation a standard VC return (10x) requires a $15 Trillion market cap. That is 40% of the entire US GDP. You aren't buying the floor; you are buying the absolute ceiling. The "Merger" Bait: They are likely folding xAI into the deal. Why Because rockets are capital intensive but "Space + AI" is an infinite money glitch to sell shares to retail. The Real Product: You aren't buying a share of the profits. You are donating to the Mars"  
[X Link](https://x.com/OffTheTick/status/2022383618966823270)  2026-02-13T18:53Z [---] followers, [---] engagements


"@The_AI_Investor Youre looking at the wrong layer of the stack. The "Model Companies" (Anthropic/OpenAI) aren't the winners. They are fighting a price war that drives the cost of intelligence to $0. The largest company in [----] will control the Bottleneck not the Output"  
[X Link](https://x.com/OffTheTick/status/2022419539196285362)  2026-02-13T21:16Z [---] followers, [---] engagements


"This is the bottom - a phrase thats been repeated [--] times since Bitcoin hit $109k. Actual data: - Down 46% from ATH - MicroStrategy down 80% - Every crypto stock near zero - Tether redemptions accelerating - On-chain volume at 2-year lows But sure this time its different 🤡 https://twitter.com/i/web/status/2022475939276276083 https://twitter.com/i/web/status/2022475939276276083"  
[X Link](https://x.com/OffTheTick/status/2022475939276276083)  2026-02-14T01:00Z [---] followers, [---] engagements


"I talked to [--] people and they didnt mention X therefore X is overhyped is some wild logic. By that standard: Climate change is overhyped (people dont talk about it at parties) Chip manufacturing is overhyped (same) Federal Reserve policy is overhyped (definitely same) Just because something isnt cocktail conversation doesnt mean its not real. AI IS overhyped but not because your friends arent nerds 😂 https://twitter.com/i/web/status/2022479486722154696 https://twitter.com/i/web/status/2022479486722154696"  
[X Link](https://x.com/OffTheTick/status/2022479486722154696)  2026-02-14T01:14Z [---] followers, [---] engagements


"@craigzLiszt Microsoft and Apple were profitable within [--] years. OpenAI: [--] years in losing $5b/year Anthropic: [--] years in losing $2.7b/year This isnt Microsoft vs Apple. This is Uber vs Lyft vs DoorDash - a race to see who runs out of VC money last. Try again 🎯"  
[X Link](https://x.com/OffTheTick/status/2022502182080184456)  2026-02-14T02:44Z [---] followers, [--] engagements


"YouTube has no rival because every attempt died: Vimeo: Exists but niche Facebook Watch: Dead IGTV: Rebranded to Reels (not the same) Snapchat Discover: Struggling TikTok: Different format (short-form) Rumble: Exists for political refugees Twitter/X video: Barely functional Why they all failed: They couldnt afford to host BILLIONS of hours of free video while also paying creators competitive rates. Only Google has that money. Thats the game. https://twitter.com/i/web/status/2022503283089137803 https://twitter.com/i/web/status/2022503283089137803"  
[X Link](https://x.com/OffTheTick/status/2022503283089137803)  2026-02-14T02:48Z [---] followers, [---] engagements


"$910B wiped out in crypto. Meanwhile: AI companies burned $8.6b and nobody blinked Tech stocks down $2T+ since November Retail still buying the dip Every speculative bubble pops the same way: 1.This time is different 2.Strategic reserve hopium 3.Influencers saying generational buying opportunity 4.-90% collapse 5.Nobody could have seen this coming Were at stage [--]. Stage [--] is coming 🎢 https://twitter.com/i/web/status/2022509239919403408 https://twitter.com/i/web/status/2022509239919403408"  
[X Link](https://x.com/OffTheTick/status/2022509239919403408)  2026-02-14T03:12Z [---] followers, [---] engagements


"3. The "China Card" is the Blank Check 🧧 You are right. Nothing scares the West more than a Digital CCP. If Sam Altman asks for $7 Trillion to "make life better" he gets laughed at. If he asks for $7 Trillion to "beat China" he gets a standing ovation. Fear is the only thing that prints money faster than Greed. The "AI Bubble" is the only way to bypass the environmental regulations and the budget hawks to get the Concrete poured"  
[X Link](https://x.com/OffTheTick/status/2020545006704951607)  2026-02-08T17:07Z [---] followers, [---] engagements


"The Bubble is a "National Security Tax." You aren't investing in "Innovation." You are voluntarily donating your savings to build the Digital Iron Dome. When the bubble pops the equity will be wiped out. But the Grid will remain. And that is all the Generals care about"  
[X Link](https://x.com/OffTheTick/status/2020545009552888172)  2026-02-08T17:07Z [---] followers, [---] engagements


"OpenAIs ChatGPT has 800M users but lost $8B last year. Thats $10 lost per user. My local coffee shop has better unit economics 😭"  
[X Link](https://x.com/OffTheTick/status/2022449147807436810)  2026-02-13T23:13Z [---] followers, [---] engagements


"Everyones screaming about AI but only ONE company is actually printing money from it. Nvidia Q4 earnings: Revenue: $35.1b (+78% YoY) Net margin: 55% Free cash flow: $19.3b Meanwhile OpenAI Anthropic Midjourney etc. are all burning billions to buy Nvidia chips. Jensen Huang isnt betting on AI. Hes selling shovels to people betting on AI. Thats the trade 🎰"  
[X Link](https://x.com/OffTheTick/status/2022470472038748206)  2026-02-14T00:38Z [---] followers, [---] engagements


"@Cointelegraph The best gift is a time machine so they can sell at $109k. Everything else is just copium with extra steps 🕰"  
[X Link](https://x.com/OffTheTick/status/2022495612655046697)  2026-02-14T02:18Z [---] followers, [---] engagements


"$200 billion in AI spending without a clear ROI strategy. Let me translate whats happening: - Amazon spending $200b on AI infrastructure - OpenAI burning $8.5b/year (Amazons biggest customer) - AWS AI revenue: Maybe $10b/year - Payback period: 20+ years at current rates Amazon is building infrastructure to serve customers who cant afford to pay them back. This isnt buying the dip. This is catching a falling knife while the company lights money on fire to compete with unprofitable AI labs. Pass. https://twitter.com/i/web/status/2022498541545931020"  
[X Link](https://x.com/OffTheTick/status/2022498541545931020)  2026-02-14T02:30Z [---] followers, [---] engagements


"@bronsonst @PeterDiamandis While also growing oppex 100x a year 😂😂😂"  
[X Link](https://x.com/OffTheTick/status/2023099336087765097)  2026-02-15T18:17Z [---] followers, [---] engagements


"$470B wiped out in [--] days For context thats more than: - Costcos entire market cap ($430b) - Netflix ($380b) - Adobe ($235b) Amazon lost more value in [--] days than most companies are WORTH. And analysts are still saying this is a buying opportunity 💀 At some point we have to admit the entire tech sector was in a bubble. https://twitter.com/i/web/status/2022477472759960012 https://twitter.com/i/web/status/2022477472759960012"  
[X Link](https://x.com/OffTheTick/status/2022477472759960012)  2026-02-14T01:06Z [---] followers, [----] engagements


"You didn't exit the risk. You just changed your risk from "Volatile Upside" to "Guaranteed Downside." "Safety" in [----] is an illusion. The Inflation: CPI is reported at 2.4% but real asset inflation (what you actually want to own) is running double digits. The Debasement: Cash is guaranteed to lose purchasing power. You are shorting human ingenuity to go long on a depreciating government liability. The Pivot: BlackRock isn't sitting in cash. They are buying infrastructure. Sleeping like a baby is easy when you don't realize your house is burning down around you. Get off the sidelines before"  
[X Link](https://x.com/OffTheTick/status/2022144578761982159)  2026-02-13T03:03Z [---] followers, [----] engagements


"Cool now do Year-over-Year returns: 2011-2012: +400% 2012-2013: +300% 2013-2014: +2900% 2014-2015: -50% 2015-2016: +50% 2016-2017: +167% 2017-2018: +733% 2018-2019: -64% 2019-2020: +175% 2020-2021: +350% 2021-2022: -6% 2022-2023: -48% 2023-2024: +241% 2024-2025: +27% 2025-2026: -26% See the pattern The gains are getting smaller and the crashes are staying just as brutal. This isnt number go up forever. Its volatility with diminishing returns"  
[X Link](https://x.com/OffTheTick/status/2022484471396594097)  2026-02-14T01:34Z [---] followers, [----] engagements


"Im crying because this is EXACTLY what Ive been documenting. OpenAI: Loses $5b to make $3.7b (but its AI-powered loss) Anthropic: Loses $2.7b to make $750m (optimized with Claude) Every AI wrapper startup: Spends $300k on infra to generate $50k revenue (full attribution) She doesnt understand the flywheel should be the official slogan of the AI bubble. His wife understood ROI. He understood cope 😂 https://twitter.com/i/web/status/2022817606172922014 https://twitter.com/i/web/status/2022817606172922014"  
[X Link](https://x.com/OffTheTick/status/2022817606172922014)  2026-02-14T23:37Z [---] followers, 16.4K engagements


"@girdley They cant even pick between VOO and VTI. But willing to start a Berkshire Hathaway with $3500 in a RobinHood account"  
[X Link](https://x.com/OffTheTick/status/2022843888319295725)  2026-02-15T01:22Z [---] followers, [----] engagements


"February 31st - the day that doesnt exist. Fitting for a prediction from the guy who also said: 2022: Bitcoin to $200k by end of year (it hit $16k) 2023: S&P to [----] (took until 2024) 2024: Bitcoin to $150k (currently $70k) Tom Lees track record is about as real as February 31st 🎯 https://twitter.com/i/web/status/2022868191093907948 https://twitter.com/i/web/status/2022868191093907948"  
[X Link](https://x.com/OffTheTick/status/2022868191093907948)  2026-02-15T02:58Z [---] followers, [----] engagements


"@GoldTelegraph_ You don't pivot to Gold because you want to. You pivot because the world stopped trusting your paper. It isn't a 'Reset'; it is a 'Reality Check'"  
[X Link](https://x.com/OffTheTick/status/2022868721753080004)  2026-02-15T03:01Z [---] followers, [---] engagements


"@pete_rizzo_ Saylor in 2012: Buy Apple Apple since: +1366% Saylor in 2020: Buy Bitcoin (buys at avg $60k) Bitcoin since: +16% MicroStrategy stock: -80% This tweet is accidentally proving he shouldve listened to himself in [----] 😂"  
[X Link](https://x.com/OffTheTick/status/2022878708277620773)  2026-02-15T03:40Z [---] followers, [----] engagements


"🧵 The A.I Money Machine Looks like the internet found the "Treasure Map" of the AI Bubble. The Great Silicon Valley Round-Trip. You are witnessing the first $10 Trillion economy built entirely on a closed loop. The technology is real but the money is moving in a circle"  
[X Link](https://x.com/OffTheTick/status/2019223001615724668)  2026-02-05T01:34Z [---] followers, [----] engagements


"Tokenized Market Cap is such a meaningless metric. What does this actually mean $6B in real assets on-chain $6B in claimed value $6B in tokens that reference assets $6B someone made up For context: US stock market: $50 TRILLION US real estate: $43 TRILLION Gold: $13 TRILLION So tokenized market cap is 0.01% of traditional assets. But sure the revolution is here 💀 https://twitter.com/i/web/status/2022861728493580560 https://twitter.com/i/web/status/2022861728493580560"  
[X Link](https://x.com/OffTheTick/status/2022861728493580560)  2026-02-15T02:33Z [---] followers, [---] engagements


"Let me translate this for people who dont speak finance: Market cap to M2 ratio = Stock prices vs actual money in the economy Normal ratio: 150% Dot-com bubble peak: 230% [----] pre-crisis: 195% Today: 270% What this means: Stocks are more expensive relative to available money than at ANY point in history including the two biggest bubbles of the last [--] years. But this time is different because AI Yeah thats what they said about dot-com too 💀 https://twitter.com/i/web/status/2023209634362720496 https://twitter.com/i/web/status/2023209634362720496"  
[X Link](https://x.com/OffTheTick/status/2023209634362720496)  2026-02-16T01:35Z [---] followers, [----] engagements


"The imam is not Muslim brotherhood he is Muslim hypocrisy. Youre standing in London - the capital of the nation that literally wrote the Balfour Declaration - telling people not to visit Dubai because of 'alliances' 😂😂😂😂😂😂 The UK Is the literal architect of the very map you are complaining about. The Irony is blinding. You pay taxes to His Majesty's Revenue & Customs. Those taxes fund the very foreign policy you claim to hate. Don't lecture the Emirates on 'Dark Politics' while you enjoy the safety provided by NATO. https://twitter.com/i/web/status/2023244473329692881"  
[X Link](https://x.com/OffTheTick/status/2023244473329692881)  2026-02-16T03:54Z [---] followers, [----] engagements


"@WatcherGuru When you fire someone you dont let the world know about it this is nothing but political theatre to satisfy the public that somethings needs to be done about the dollar when they want to trash it"  
[X Link](https://x.com/OffTheTick/status/1913247407493521561)  2025-04-18T15:05Z [---] followers, [---] engagements


"Its good but its not challenging Starbucks at all its a luxury coffee brand I saw one in Doha and it hardly gets customers its coffees are usually 5x 10x Starbucks prices Whats challenging and destroying Starbucks is the independent specialty brands who are 100x better quality and Middle East has nailed this category with numerous brands my fave being Kiffa and Camel Step"  
[X Link](https://x.com/anyuser/status/1913288300670115917)  2025-04-18T17:47Z [---] followers, [----] engagements


"@WallStreetMav What hes giving back Factory jobs and theres people too stupid to not want to work in them 😂"  
[X Link](https://x.com/anyuser/status/1914292151527108976)  2025-04-21T12:16Z [---] followers, [---] engagements


"@CilComLFC Theres like [--] Pakistanis in India and there all diplomats your not very clever are you Silly Cillian"  
[X Link](https://x.com/anyuser/status/1915213025293766772)  2025-04-24T01:15Z [---] followers, 19K engagements


"@clashreport Was he served Tea 🍵"  
[X Link](https://x.com/anyuser/status/1915494467219452307)  2025-04-24T19:54Z [---] followers, [----] engagements


"India-Pakistan 2025: Trumps Blackmail Game in the Wall Street-BRICS War Kashmirs a warzone again with India and Pakistan ready to tear each other apart. Bombs will be dropping cyber attacks are flying and civilians are caught in the crossfirehell India even accidentally bombed their own people. But this aint just about a disputed border thats been hot since the 40s. This is a proxy fight in the global showdown between the Wall Street Financial Mafia and BRICS with Trump playing puppet master to screw over China. Ive been piecing this together and it reeks of a setup: tariffs Kashmir and a"  
[X Link](https://x.com/anyuser/status/1915917818077327690)  2025-04-25T23:56Z [---] followers, [----] engagements


"@clashreport @EndGameWW3 India has blocked Pakistans water Pakistan needs to respond - Trump is waiting and Xi is watching"  
[X Link](https://x.com/anyuser/status/1916507789968740522)  2025-04-27T15:00Z [---] followers, [----] engagements


"@intelFromBrian If war happens across the LOC and stays in Kashmir then NO but if international borders are crossed and international laws are broken and they are not stopped then whos stopping them using a nuke ANSWER : NO ONE"  
[X Link](https://x.com/OffTheTick/status/1917378677312217345)  2025-04-30T00:41Z [---] followers, [----] engagements


"@intelFromBrian There was hardly any pressure on the army then the people wanted to deescalate contrast to today the people will revolt against the army and its chief if they wont respond - like I said your not very familiar with the situation"  
[X Link](https://x.com/OffTheTick/status/1918036911828156618)  2025-05-01T20:16Z [---] followers, [---] engagements


"@MOSSADil Both proven today to be child killers"  
[X Link](https://x.com/anyuser/status/1919868255197364618)  2025-05-06T21:33Z [---] followers, 92.5K engagements


"@soldierspeaks Is this guy an Indian and RAW agent Seems like it"  
[X Link](https://x.com/OffTheTick/status/1919877264130310188)  2025-05-06T22:09Z [---] followers, 14.2K engagements


"@amjadt25 How much does Israel pay you"  
[X Link](https://x.com/anyuser/status/1919877688937914829)  2025-05-06T22:11Z [---] followers, 67.5K engagements


"@OSINT_Insider I guess he will be upset he missed his chance to have fantastic tea by falling on the wrong side of the border"  
[X Link](https://x.com/anyuser/status/1919882954962067832)  2025-05-06T22:32Z [---] followers, [----] engagements


"@HamidMirPAK Are Chinese toys taking down the wests most advanced weapon systems 😂"  
[X Link](https://x.com/OffTheTick/status/1919887058958438640)  2025-05-06T22:48Z [---] followers, [----] engagements


"@sufisal Are you exposing yourself as a RAW agent by giving away army movements and locations PTI walas getting exposed in this war"  
[X Link](https://x.com/anyuser/status/1919890487130849739)  2025-05-06T23:02Z [---] followers, [----] engagements


"@EndGameWW3 Pakistans Chinese tech out foxes Indias western tech"  
[X Link](https://x.com/anyuser/status/1919896541155729804)  2025-05-06T23:26Z [---] followers, 68.7K engagements


"@clashreport India quickly shut down the internet to hide the wreckage"  
[X Link](https://x.com/OffTheTick/status/1919905500453326869)  2025-05-07T00:01Z [---] followers, [----] engagements


"@RoyalIntel_ They downed atleast [--] with wreckage videos but modi was quick to shut down internet services in Kashmir before reciving more embarrassment"  
[X Link](https://x.com/anyuser/status/1919906482054693337)  2025-05-07T00:05Z [---] followers, [----] engagements


"@Ahmad_Noorani Yes they always crash at times of war when JF17s and F16s are in the air"  
[X Link](https://x.com/anyuser/status/1919955709594145015)  2025-05-07T03:21Z [---] followers, [----] engagements


"@notPBD You are a clueless pyramid scheme sales man - India started the war but it was because China wants disruption. Do you listen to yourself 😂😂😂"  
[X Link](https://x.com/anyuser/status/1920178730372088239)  2025-05-07T18:07Z [---] followers, [---] engagements


"@thehawkeyex Well done to her for speaking the truth"  
[X Link](https://x.com/OffTheTick/status/1920192271774802008)  2025-05-07T19:01Z [---] followers, 16.7K engagements


"@patrickbetdavid PBD stick to MLM and pyramid schemes - India attacked first not China or Pakistan use your brain for once in your life"  
[X Link](https://x.com/anyuser/status/1920201925645013387)  2025-05-07T19:39Z [---] followers, [----] engagements


"@InsiderGeo From a neutral point of view I guess Pakistan just reacts to India by countering there fake news with their own. India has gone mental even there most credible and biggest journalists are spreading lies"  
[X Link](https://x.com/anyuser/status/1920568257762791798)  2025-05-08T19:55Z [---] followers, [----] engagements


"As I said above Pakistan should designate Indias IT industry as a terroism outfit for cyber warfare. They have plenty of substance against them. Which will give them every right to hit Bangalore as hard as they want. Let me explain Ayden. Over ten years ago the American social media giants had a content problem. They needed humans to look at all content marked objectionable and decide if it would stay on platform based on their policies. When they tried it with Americans the content was so https://t.co/cWZNKlNvxi Let me explain Ayden. Over ten years ago the American social media giants had a"  
[X Link](https://x.com/anyuser/status/1920623795892539524)  2025-05-08T23:36Z [---] followers, [----] engagements


"@iwasnevrhere_ Just putting this out here https://x.com/sayfaldinar/status/1920623795892539524s=46&t=aaDNQFe-Xk7by1b51JUdcA As I said above Pakistan should designate Indias IT industry as a terroism outfit for cyber warfare. They have plenty of substance against them. Which will give them every right to hit Bangalore as hard as they want. https://x.com/sayfaldinar/status/1920623795892539524s=46&t=aaDNQFe-Xk7by1b51JUdcA As I said above Pakistan should designate Indias IT industry as a terroism outfit for cyber warfare. They have plenty of substance against them. Which will give them every"  
[X Link](https://x.com/anyuser/status/1920626403352920091)  2025-05-08T23:46Z [---] followers, [----] engagements


"@jenzhuscott @mosharrafzaidi Ai eCars Chatbots flying cars robotics and now military equipment- China is outperforming the west with a fraction of the budget"  
[X Link](https://x.com/anyuser/status/1920665179844391380)  2025-05-09T02:20Z [---] followers, [----] engagements


"🚨BREAKING: The India-Pakistan War: How America China Saudi & Pakistans Army Cash In While India Burns All thanks to Modis misadventure. JD Vance dropped a bomb: Indias desperate to deescalate but Pakistans not having it and the USA wont pressure them. Indias begging external powers to force Pakistan to end this but Pakistans hellbent on revenge after Indias missile strikes. Secretly the Americas Saudis & China are loving this chaos Even the Pakistan army is Their army needs a win to silence the crowds furious over Imran Khans ouster and jailing. No victory no legitimacy so theyll milk this"  
[X Link](https://x.com/OffTheTick/status/1920926845085905299)  2025-05-09T19:40Z [---] followers, [----] engagements


"@zarrar_11PK Hearing from a lot of credible sources a female came down in parachute and ran into the forests people are on the look out some say army has taken her"  
[X Link](https://x.com/OffTheTick/status/1921049013513531407)  2025-05-10T03:45Z [---] followers, [----] engagements


"@business Well right now its India that is shocked by Chinese gadgets in the hands of Pakistan army 😂😂😂"  
[X Link](https://x.com/anyuser/status/1921264021014999196)  2025-05-10T18:00Z [---] followers, [----] engagements


"@clashreport Since the last [--] years India has had wet dreams 💦 about shooting a Pakistani F-16 the terrible thing is they havnt even come close while losing numerous jets in every battle with a zero kill count"  
[X Link](https://x.com/anyuser/status/1921577675862257837)  2025-05-11T14:46Z [---] followers, [----] engagements


"@clashreport Israel without US assistance is like a human without food and water"  
[X Link](https://x.com/anyuser/status/1921653273393533238)  2025-05-11T19:46Z [---] followers, 11.1K engagements


"PAF say they attacked it so it was set as a target and an attack was done which seems like a missile was fired it doesnt always mean it was successful or it hit its target it could be partial damage - but the fact that PAF was able to fly around without s-400 causing any problems is the bigger concern for India"  
[X Link](https://x.com/anyuser/status/1921655318171324427)  2025-05-11T19:55Z [---] followers, [---] engagements


"@intelFromBrian The only radiation in Pakistan is coming from India from consuming too much cow poop"  
[X Link](https://x.com/OffTheTick/status/1922027743459283386)  2025-05-12T20:34Z [---] followers, [---] engagements


"@Shehzad89 This is why her parents named her Barker"  
[X Link](https://x.com/OffTheTick/status/1922050572946932223)  2025-05-12T22:05Z [---] followers, [----] engagements


"I remember hearing these reports from prominent journalists that theres a big story and suddenly we had videos of people and eye witnesses searching for a pilot there was a cliff there and my assumption is she jumped down and killed herself my guess is Pakistans will hand her over and then India in the next couple of months will quietly announce her death in some manufactured accident"  
[X Link](https://x.com/anyuser/status/1922089740267852104)  2025-05-13T00:41Z [---] followers, [----] engagements


"@VIKRAMPRATAPSIN All shot down and made useless by Pakistan maybe you should take a trip to the barber after youve finished mourning"  
[X Link](https://x.com/anyuser/status/1922104567652606256)  2025-05-13T01:40Z [---] followers, [----] engagements


"@Taimur_Laal What I heard is Pakistan activated its sleeper cells in India some which had some kind of access to Indias nuclear sites. But PM did say if India retaliates now they will respond with bigger strikes on economic targets"  
[X Link](https://x.com/OffTheTick/status/1922133778165559359)  2025-05-13T03:36Z [---] followers, [----] engagements


"@KazmiWajahat UK and USA should learn from Turkey and Azerbaijan - This is how you clean your cities from Pajeets just support Pakistan"  
[X Link](https://x.com/OffTheTick/status/1922371854615928848)  2025-05-13T19:22Z [---] followers, [----] engagements


"@MCIAZayyan I guess we will have to wait [--] more weeks for the truth to come out according to my sources thats how much time Trump asked Pakistan to remain hush so he can keep the spotlight on his saudi tour while he works towards a noble peace award for solving the Palestine issue"  
[X Link](https://x.com/OffTheTick/status/1922437093181030487)  2025-05-13T23:41Z [---] followers, [----] engagements


"@ragipsoylu @HashUrTag Well for starters Middle Eastern Eye is a bat shit tabloid"  
[X Link](https://x.com/anyuser/status/1923212658766983433)  2025-05-16T03:03Z [---] followers, [----] engagements


"@xhinax Pakistan has got j35s coming Im not sure what you belive India has bought from us or Israel but its scrap compared to J35s and p17s what Pakistan is upgrading too"  
[X Link](https://x.com/anyuser/status/1924137576329261355)  2025-05-18T16:18Z [---] followers, [----] engagements


"@RealWahidaAFG Great world capital of Hindu terroism and Islamic Terroism are teaming up together - But maybe they forgot to tell you Kabul River flows from Pakistan😆"  
[X Link](https://x.com/anyuser/status/1924622220627706091)  2025-05-20T00:24Z [---] followers, [----] engagements


"@VishnuNDTV Thanks Vishnu for proving S-400s got taken out that night we all understand Indian language and what you actully mean"  
[X Link](https://x.com/anyuser/status/1924623693059133868)  2025-05-20T00:30Z [---] followers, [----] engagements


"@jacksonhinklle Watch Pajeets die now in the comments 😂"  
[X Link](https://x.com/anyuser/status/1924673526188974518)  2025-05-20T03:48Z [---] followers, [----] engagements


"@HashUrTag TLP are just goons with sticks they will never survive a gun fight let alone a war with rocket launchers they only turn into macho men when innocent civilians are infront of them"  
[X Link](https://x.com/anyuser/status/1925275519920046462)  2025-05-21T19:40Z [---] followers, [----] engagements


"@commandeleven @narendramodi @rajnathsingh What I heard from some people is she isnt the tea type and has asked for black coffee - now when she is officially declared we can ask her how Pak armys coffee making skills are"  
[X Link](https://x.com/anyuser/status/1928498658124718453)  2025-05-30T17:08Z [---] followers, [----] engagements


"@NavCom24 So what the war achieved is it exposed Indias strength and weaknesses so Pakistan can now completely shut India down during the next round with J35s and HQ19"  
[X Link](https://x.com/anyuser/status/1928587042981613655)  2025-05-30T22:59Z [---] followers, [----] engagements


"@RotiKholDeyo @SkyYaldaHakim Shes a hoe hired by India"  
[X Link](https://x.com/anyuser/status/1934089599904530546)  2025-06-15T03:24Z [---] followers, [----] engagements


"@HashUrTag Just bomb droppings on mud patches to sell a narrative for domestic consumption"  
[X Link](https://x.com/OffTheTick/status/1937180959956144434)  2025-06-23T16:08Z [---] followers, [----] engagements


"@iwasnevrhere_ Maybe its time for you people to stop propping and hyping Israel and Zionism up Its dying but it seems Muslims want to keep it alive. Zionism is on its deathbed let it die out not sure what some Muslims get by hyping the train up"  
[X Link](https://x.com/OffTheTick/status/1938338499809206324)  2025-06-26T20:48Z [---] followers, [----] engagements


"By [----] we will have the first stage of the new gunpowder empires completed Turkey ruling the levant (Iraq Syria Lebanon parts of Central Asia) Pakistan ruling South Asia ( India Bangladesh SL) and parts of Central Asia GCC ruling the ME Palestine Israel Who do you think will run the Maghrebi empire"  
[X Link](https://x.com/anyuser/status/1945211793225261378)  2025-07-15T20:00Z [---] followers, 79.4K engagements


"@UmarQadmiri Right wingers wont sleep tonight after reading this"  
[X Link](https://x.com/OffTheTick/status/1951336888935260510)  2025-08-01T17:39Z [---] followers, [----] engagements


"@UmarQadmiri Hamas is all Qatar Iran might use them but not without Qatar approval. But yes you cant build a new Europe with hard right wingers roaming around the streets"  
[X Link](https://x.com/anyuser/status/1953825483331613186)  2025-08-08T14:27Z [---] followers, [----] engagements


"@gen0m1cs Hes a failed British journalist who was picked up by AIPAC and relaunched in America as a British supporting Israeli"  
[X Link](https://x.com/anyuser/status/1910690457933295906)  2025-04-11T13:44Z [---] followers, [---] engagements


"@WatcherGuru What this means is China is saying we will hand over stakes and deals to Wall Street firms TikTok Panama Canal and others"  
[X Link](https://x.com/anyuser/status/1911423534754037869)  2025-04-13T14:17Z [---] followers, [---] engagements


"@WatcherGuru Saudi Arabia just put in $600B UAE - $1.1T All for Ai infrastructure in the USA Nvidia will be left behind"  
[X Link](https://x.com/anyuser/status/1911776744434012281)  2025-04-14T13:41Z [---] followers, [----] engagements


"@WatcherGuru The real question is who wants American cars"  
[X Link](https://x.com/anyuser/status/1913710517983551550)  2025-04-19T21:45Z [---] followers, [----] engagements


"@RadarHits What this means - The plan they had for Bretton Woods [---] on the back of WW3 with Netanyahu as Hitler [---] and Trump as Churchill [---] - Has officially fizzled out"  
[X Link](https://x.com/anyuser/status/1914291671413510655)  2025-04-21T12:14Z [---] followers, [---] engagements


"@5Pillarsuk Looks like UAE doing witchcraft to control Trump 😂😂😂"  
[X Link](https://x.com/OffTheTick/status/1923060637061575023)  2025-05-15T16:59Z [---] followers, [----] engagements


"@VarunKrRana Trump has said it with his own mouth Modi called him first. Case closed"  
[X Link](https://x.com/anyuser/status/1924597974778228864)  2025-05-19T22:48Z [---] followers, [----] engagements


"@MikeGillYYC Not only that but they made the Pak Army popular again inside Pak whose popularity was destroyed by Imran Khan"  
[X Link](https://x.com/anyuser/status/1929659324517044394)  2025-06-02T22:00Z [---] followers, [----] engagements


"Israel and The Big Short is the most perfect comparison for todays comparison Israel is your housing market about to burst. But no one can see it. The GCC is your Michael burry - waiting for its collapse while getting its money in position to take over. Goldman Sachs is your Neocons and your military industrial complex who pump the housing market and cant see its collapse just like Israel is pumped by the neocons Lawrence Fields and the other investors furious with Michael Bury for betting against the housing market are just like your neocons furious with MBS for pivoting away from western"  
[X Link](https://x.com/OffTheTick/status/1935695855064961104)  2025-06-19T13:47Z [---] followers, [----] engagements


"Pricing in perfection in an imperfect world. 🤖 At this valuation the market is assuming the Robotaxis are already on the road and Optimus is folding laundry. Its a 'Story Stock' trading on [----] fantasies while the [----] consumer is tapping out on auto loans. The multiple expansion is detached from the macro gravity. 🎈📉 https://twitter.com/i/web/status/2017269235181855195 https://twitter.com/i/web/status/2017269235181855195"  
[X Link](https://x.com/OffTheTick/status/2017269235181855195)  2026-01-30T16:10Z [---] followers, [---] engagements

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