[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.] #  @Tyler_Neville_ Tyler Neville Tyler Neville posts on X about fed, money, rates, bubble the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1116019051233308673/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +426% - X Months XXXXXXX +174% - X Year XXXXXXXXX +988% ### Mentions: XX [#](/creator/twitter::1116019051233308673/posts_active)  - X Month XX +117% - X Months XX -XXXX% - X Year XXX +407% ### Followers: XXXXXX [#](/creator/twitter::1116019051233308673/followers)  - X Week XXXXXX +4.60% - X Month XXXXXX +18% - X Months XXXXXX +25% - X Year XXXXXX +64% ### CreatorRank: XXXXXXX [#](/creator/twitter::1116019051233308673/influencer_rank)  ### Social Influence [#](/creator/twitter::1116019051233308673/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [exchanges](/list/exchanges) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [vc firms](/list/vc-firms) XXXX% **Social topic influence** [fed](/topic/fed) #449, [money](/topic/money) 7.02%, [rates](/topic/rates) #375, [bubble](/topic/bubble) 5.26%, [stocks](/topic/stocks) 5.26%, [gonna](/topic/gonna) 5.26%, [investment](/topic/investment) 5.26%, [volatility](/topic/volatility) 3.51%, [debt](/topic/debt) 3.51%, [federal reserve](/topic/federal-reserve) #263 **Top accounts mentioned or mentioned by** [@forwardguidance](/creator/undefined) [@grok](/creator/undefined) [@dampedspring](/creator/undefined) [@shiretowndown](/creator/undefined) [@dl_rph](/creator/undefined) [@tylerneville](/creator/undefined) [@grandpawfloyd1](/creator/undefined) [@metahacker_](/creator/undefined) [@xan_nick](/creator/undefined) [@mattcheck3](/creator/undefined) [@agnostoxxx](/creator/undefined) [@shardib2](/creator/undefined) [@disruptionhedge](/creator/undefined) [@fibbbtc](/creator/undefined) [@texasoncologist](/creator/undefined) [@makrealtyde](/creator/undefined) [@dbaeza13](/creator/undefined) [@mewpewpew__](/creator/undefined) [@aeybobby](/creator/undefined) [@cabalfarmer69](/creator/undefined) **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Ethereum (ETH)](/topic/ethereum) [Mario Coin (COIN)](/topic/$coin) [USDC (USDC)](/topic/usdc) [Boeing Co (BA)](/topic/$ba) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [General Motors Company (GM)](/topic/general-motors) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [DoorDash, Inc. (DASH)](/topic/doordash) [Tesla, Inc. (TSLA)](/topic/tesla) [Shopify Inc (SHOP)](/topic/$shop) [ARK Innovation ETF (ARKK)](/topic/$arkk) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) ### Top Social Posts [#](/creator/twitter::1116019051233308673/posts) --- Top posts by engagements in the last XX hours "There is a major crisis coming down the pipe. What do you think the Fed response is going to be when $X Trillion of CRE loans come due along with having to roll $X trillion of US treasury debt @muddywatersre This is why I say Im so bearish Im bullish. The boomers recycled XX years of pension/endowment/insurance money into handful of short volatility bond like proxies and the centralized the asset management industry which I like to refer to as systematic communism. In their defense there were very few markets you could continuously reinvest rising taxes/rising tuition/rising insurance"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1947603756381503570) 2025-07-22 10:24:54 UTC 10.8K followers, 10.1K engagements "Retail has been more right about the market than hedge funds. They understand its a semi-ponzi now and that gov't have co-opted the bond market. Look at $HOOD & $COIN. It's easy to hate but this is a new era. Experts aren't experts anymore. Historically what you are saying is true and it's always important to be careful. When the credit markets start shutting off be careful of your leverage but we've seen XX years of credit markets getting bailed out and retail understands the game now"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1947671653128765937) 2025-07-22 14:54:42 UTC 10.8K followers, XXX engagements ".@grok who will recognize the losses on this haircut Which type of companies havent marked these commercial real estate buildings to market"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1947470977480228958) 2025-07-22 01:37:17 UTC 10.8K followers, 5293 engagements "High yield spreads continue to compress as supply and demand dynamics continue to be imbalanced. As credit spreads collapse money is seeping out into the frontier markets. Eventually it will find that yields in crypto are enticing enough to suck in capital. There is XXX% USDC Yield in DeFi right now with relatively low credit risk"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1939692417705300103) 2025-06-30 14:28:04 UTC 10.8K followers, 1984 engagements "This is why I keep saying short volatility assets that were bought to generate yield have way more risk than you think. Long volatility stores of value (like BTC) become more in demand after a generation of recycling insurance premiums/taxes for public pensions into Comm RE has proven to be a lot riskier than they thought. My only question is who is holding the losses on Comm RE assets Is it regional banks Pensions Endowments Or did they hold these buildings for so long its all equity Very curious why there hasnt been more fallout from these drastic price cuts. Any ideas"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1947018897195929868) 2025-07-20 19:40:53 UTC 10.8K followers, 5970 engagements "I think youre misreading the ponzi. The ponzi is in the public markets and the debt-for-equity swap thats going on. The ponzi is because theyve nationalized the bond market and you can raise debt and buyback your shares without taking risk on investing in future growth. VC/Angel take huge risks to invest in new ideas. Sure there is some nefarious sociopaths and its not completely innocent but you need to invest in new tech otherwise the entire system implodes. Someone still needs to invest in the founders and first XXX employees"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946562666517901597) 2025-07-19 13:27:59 UTC 10.8K followers, XX engagements "My mini thesis on market structure & asset allocation in the future: -The market is so centralized now that the principle of diversification is dying. The Beta neutral hedge fund bubble is about to meet its demise as we enter Weimar America. -A systemically healthy market has millions of counterparties interacting which nullifies the importance of central banking and liquidity. When there are millions of small incentives choosing which prices are fair thats a salubrious market. When the number of counterparties in a market drops and asset management gets taken over by public pension and giant"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1942947121373565265) 2025-07-09 14:01:06 UTC 10.8K followers, 26.4K engagements "@dampedspring @fejau_inc @agnostoxxx Its ok I forgive you for being a brainwashed boomer"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946644944984429053) 2025-07-19 18:54:56 UTC 10.8K followers, 3808 engagements "We likely need price confirmation tomorrow to solidify a breakout but it's possible the Fed Minutes just tapped us into a whole new credit cycle to the upside. Reminder there is $X trillion of cash on the sidelines in money market funds. If they cut rates you do the math. Per @NickTimiraos - "Officials are divided into three groups 1) Cut this year but not July (the largest group) 2) No cuts this year 3) Cut as soon as the next meeting (which the minutes suggest is only a "couple" ie Waller and Bowman) Markets are starting to discount a Fed easing. Let's check out some price action"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1943062695705755926) 2025-07-09 21:40:21 UTC 10.8K followers, 46.2K engagements "What @dampedspring doesnt realize is that the way he was taught to manage money has brought on secular stagnation where CEOs choose to financially engineer stocks rather than take risk in actually creating new industries for their children. A society grows old when men plant trees whose shade they will never sit beneath. Its ok to take risk and lose its how humans have progressed for thousands of years. Peter Thiel joked about @elonmusk that he and @DavidSacks used to call him The man who knew nothing about risk because he was building both SpaceX and Tesla and everyone thought he was crazy."  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946659505347133469) 2025-07-19 19:52:47 UTC 10.8K followers, 29.8K engagements "My July 4th guess on the BTC transfer. Some early miner sold $X bln of BTC to the US govt strategic reserve in a block transaction and it will be announced tonight. It would be a legendary 1st turning moment"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1941183637732589732) 2025-07-04 17:13:39 UTC 10.8K followers, 177.9K engagements "Why are we giving more tax breaks for real estate investors at this point We should be giving tax breaks for those who invest in early stage growth companies instead. Real estate is largely just a tax on the middle class and doesnt produce a network effect of positive economic growth. Real estate policies made a lot of sense XX yrs ago when we werent living in a totally imbalanced economy and real growth wasnt a problem. I.e. We are already living in a rentier society why exacerbate this We should be promoting industries that are net positive to growth"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946551826691592572) 2025-07-19 12:44:55 UTC 10.8K followers, 5928 engagements "Seriously. What is the point of bonds You can't save your way to prosperity when the gov't created a ponzi. We are in a whole new world"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946227010348392714) 2025-07-18 15:14:13 UTC 10.8K followers, 4400 engagements "This is incredibly awesome. Productivity boom cometh"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1943766073448264103) 2025-07-11 20:15:19 UTC 10.8K followers, 2902 engagements "From Goldman- Systematic investors are still chasing the rally. Gotta love July and low vol seasonality When VIX is low the systematic funds have to re-lever. "CTA Corner: We estimate $25bn of global equity buying in the last 1-week $31bn in the upcoming 1-week and $132bn in the next 1-month cumulative in the baseline scenario. Of this monthly figure roughly $100bn is expected to be from CTA/tend followers and the remainder from the vol-based investors (VA vol-control and risk parity style). And across regions $48bn or XX% of that monthly global figure is expected to be in US markets.""  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1944822483753836623) 2025-07-14 18:13:07 UTC 10.8K followers, 2072 engagements "Wow @grok nailed this. Pretty incredible. If @ethereum is the Mike Milken of the 21st century then @grok is the Stephen Hawking of the same era"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946763926256890341) 2025-07-20 02:47:43 UTC 10.8K followers, 3807 engagements "I just heard a crazy stat. Can anyone verify if this is true Upto XX% of construction workers retire in the next ten years. If robotics doesnt work fast enough (I bet it does) thats gonna be highly inflationary"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1945827720832643327) 2025-07-17 12:47:35 UTC 10.8K followers, 1852 engagements "Can some legacy investment bankers chime in on this If $PUMP raised $XXX mln dollars in XX minutes at a fraction of the cost of an IPO or private financing round doesnt that undermine the entire profession This is coming from an equity & derivs trader that has seen his industry commoditized by algorithms and pricing power of my salary obliterated relative to the past. Could we actually just be watching the natural evolution of public money (fiat monopoly) to private money again This movement has been the norm in history. Investment bankers are not only screwed by this technological ICO"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1947645517032226927) 2025-07-22 13:10:51 UTC 10.8K followers, 2881 engagements "Another X year cup & handle about to breakout on the frontiers. Look at that volume @JC_ParetsX A @mikealfred special- $CIFR"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1945873068494086554) 2025-07-17 15:47:46 UTC 10.8K followers, 12.4K engagements "The Boomer Bond Bubble is Bursting and the global confidence game is unraveling. They HAVE TO instill confidence in bonds even if its mandated to own them otherwise the system blows up"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1945112129599623227) 2025-07-15 13:24:04 UTC 10.8K followers, 2065 engagements "A lot of Boomers and Gen X refer to the investment style of Millennials and Gen Z as Financial Nihilism i.e. investing in crypto or lottery ticket companies with weird market structure anomalies (low shareholder float high short interest) like GameStop. The disconnect for the older generations is that Financial Nihilism is a completely rational response to an administration (Fed & Treasury) that has continuously bailed out owners of capital and the older generations for the last XX years. Bruce Springsteen once wrote: Well I got a job and tried to put my money away But I got debts that no"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1944181252095193265) 2025-07-12 23:45:06 UTC 10.8K followers, 20.5K engagements "If you dont think we are in a productivity boom consider this from @DisruptionHedge . The age of robotics is here Case in point: starting in the 1960s the largest US automaker General Motors steadily transformed its production lines. Today they incorporate over 30000 robots which handle XX% of the spot welding for car frames and exteriors. Beyond heavy machinery Samsung Electronics is taking automation to a new level at its display plant in Asan South Korea where starting in 2026 more than 10000 robots will produce over XX million OLED panels annually for flat-screen televisions. The Asan"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1947773571423449496) 2025-07-22 21:39:41 UTC 10.8K followers, 1767 engagements "Believe it or not there was a firm called Founders Fund that has run this strategy for decades 😂 Tyler from the top rope"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1940229102390452354) 2025-07-02 02:00:40 UTC 10.8K followers, 3030 engagements "The Fed is gonna ease and do some sort of deceptive QE VERY soon- there are too many imbalances in the economy. TLDR The levered-fiat- banking economy & gov't balance sheet are the boogiemen screaming for easing. This is now political and inflation doesn't matter anymore- Fade the CPI print. X charts from @bravosresearch and @Hengecat 's dope newsletter"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1945112127519220004) 2025-07-15 13:24:04 UTC 10.8K followers, 31.7K engagements "Ethereum is the Mike Milken of crypto. If you know you know"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946737175493578773) 2025-07-20 01:01:25 UTC 10.8K followers, 6166 engagements "This is how the fiscal super cycle starts. It starts with innovative defense not the primes. Defense & space innovation create new frontier markets that become self reinforcing for global growth. New markets emerge and the world gets less dangerous as every country invests in itself (hits the gym) and feels less vulnerable. Who is the modern day Vannevar Bush@PalmerLuckey Its a new paradigm @JTLonsdale"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1936160780136906958) 2025-06-20 20:34:36 UTC 10.8K followers, 3641 engagements "$ARKK continues to breakout higher after a X year "Cup & Handle" which solidifies the fact that capital is now flowing out into "Frontier Markets""  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1943062697555431425) 2025-07-09 21:40:22 UTC 10.8K followers, 2316 engagements "Druckenmiller says when they start calling it a bubble its still early to buy it (Also I dont agree its a bubble. The bubble is in treasury bonds but they cant politically let that explode or the system unwinds.) Choose wisely which Ponzi you wanna play.treasury bonds or crypto treasury firms"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946021761872445787) 2025-07-18 01:38:38 UTC 10.8K followers, 6507 engagements "Crypto-As-Collateral - C.A.C. The use as collateral should cause a major revaluation higher for crypto. If you dont have to sell your crypto and can borrow fiat against it the incentive to HODL becomes that much greater similar to how you can use margin against your stocks. @grok what percentage of milllennial and gen Z home buyers use crypto sales as down payment for home buying A large portion of crypto sales probably comes from repayment of fiat debt. P.S. Jamie Dimon calling for a recession every week but also allowing leverage on crypto is classic. Not to mention paying out huge sums of"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1947613260183699581) 2025-07-22 11:02:40 UTC 10.8K followers, 3989 engagements "Spread between NDX - Russell futures position is massive. One of these days we are gonna get some sorta mean reversion trade where Nasdaq gets bombed and IWM squeezes higher. Beware"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1945219886885548487) 2025-07-15 20:32:16 UTC 10.8K followers, 2300 engagements "Wartime finance going into overdrive here. Negative real rates are coming to a town near you. The government is running the old picket fence policy- As Shooter says Dont get caught watching that paint dry @SantiagoAuFund Weimar America"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1946564090731880904) 2025-07-19 13:33:39 UTC 10.8K followers, 8144 engagements "In this new negative real-yielding regime it will be better to be long vol with some b@lls (frontier markets) rather than going long short-vol proxies (Banks insurance SCLEROTIC BEAUROCRACIES) You can short index vol if you want to pick up nickels in front of a steamroller too"  [@Tyler_Neville_](/creator/x/Tyler_Neville_) on [X](/post/tweet/1940776140680868137) 2025-07-03 14:14:24 UTC 10.8K followers, 2043 engagements
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@Tyler_Neville_ Tyler Neville
Tyler Neville posts on X about fed, money, rates, bubble the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +426%
- X Months XXXXXXX +174%
- X Year XXXXXXXXX +988%
Mentions: XX #
- X Month XX +117%
- X Months XX -XXXX%
- X Year XXX +407%
Followers: XXXXXX #
- X Week XXXXXX +4.60%
- X Month XXXXXX +18%
- X Months XXXXXX +25%
- X Year XXXXXX +64%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% exchanges XXXX% technology brands XXXX% countries XXXX% automotive brands XXXX% vc firms XXXX%
Social topic influence fed #449, money 7.02%, rates #375, bubble 5.26%, stocks 5.26%, gonna 5.26%, investment 5.26%, volatility 3.51%, debt 3.51%, federal reserve #263
Top accounts mentioned or mentioned by @forwardguidance @grok @dampedspring @shiretowndown @dl_rph @tylerneville @grandpawfloyd1 @metahacker_ @xan_nick @mattcheck3 @agnostoxxx @shardib2 @disruptionhedge @fibbbtc @texasoncologist @makrealtyde @dbaeza13 @mewpewpew__ @aeybobby @cabalfarmer69
Top assets mentioned Robinhood Markets, Inc. (HOOD) Ethereum (ETH) Mario Coin (COIN) USDC (USDC) Boeing Co (BA) PumpBTC (Governance token) (PUMP) Cipher Mining Inc. Common Stock (CIFR) General Motors Company (GM) Coinbase Global, Inc. (COIN) DoorDash, Inc. (DASH) Tesla, Inc. (TSLA) Shopify Inc (SHOP) ARK Innovation ETF (ARKK) JPMorgan Chase (JPM)
Top Social Posts #
Top posts by engagements in the last XX hours
"There is a major crisis coming down the pipe. What do you think the Fed response is going to be when $X Trillion of CRE loans come due along with having to roll $X trillion of US treasury debt @muddywatersre This is why I say Im so bearish Im bullish. The boomers recycled XX years of pension/endowment/insurance money into handful of short volatility bond like proxies and the centralized the asset management industry which I like to refer to as systematic communism. In their defense there were very few markets you could continuously reinvest rising taxes/rising tuition/rising insurance"
@Tyler_Neville_ on X 2025-07-22 10:24:54 UTC 10.8K followers, 10.1K engagements
"Retail has been more right about the market than hedge funds. They understand its a semi-ponzi now and that gov't have co-opted the bond market. Look at $HOOD & $COIN. It's easy to hate but this is a new era. Experts aren't experts anymore. Historically what you are saying is true and it's always important to be careful. When the credit markets start shutting off be careful of your leverage but we've seen XX years of credit markets getting bailed out and retail understands the game now" @Tyler_Neville_ on X 2025-07-22 14:54:42 UTC 10.8K followers, XXX engagements
".@grok who will recognize the losses on this haircut Which type of companies havent marked these commercial real estate buildings to market" @Tyler_Neville_ on X 2025-07-22 01:37:17 UTC 10.8K followers, 5293 engagements
"High yield spreads continue to compress as supply and demand dynamics continue to be imbalanced. As credit spreads collapse money is seeping out into the frontier markets. Eventually it will find that yields in crypto are enticing enough to suck in capital. There is XXX% USDC Yield in DeFi right now with relatively low credit risk" @Tyler_Neville_ on X 2025-06-30 14:28:04 UTC 10.8K followers, 1984 engagements
"This is why I keep saying short volatility assets that were bought to generate yield have way more risk than you think. Long volatility stores of value (like BTC) become more in demand after a generation of recycling insurance premiums/taxes for public pensions into Comm RE has proven to be a lot riskier than they thought. My only question is who is holding the losses on Comm RE assets Is it regional banks Pensions Endowments Or did they hold these buildings for so long its all equity Very curious why there hasnt been more fallout from these drastic price cuts. Any ideas" @Tyler_Neville_ on X 2025-07-20 19:40:53 UTC 10.8K followers, 5970 engagements
"I think youre misreading the ponzi. The ponzi is in the public markets and the debt-for-equity swap thats going on. The ponzi is because theyve nationalized the bond market and you can raise debt and buyback your shares without taking risk on investing in future growth. VC/Angel take huge risks to invest in new ideas. Sure there is some nefarious sociopaths and its not completely innocent but you need to invest in new tech otherwise the entire system implodes. Someone still needs to invest in the founders and first XXX employees" @Tyler_Neville_ on X 2025-07-19 13:27:59 UTC 10.8K followers, XX engagements
"My mini thesis on market structure & asset allocation in the future: -The market is so centralized now that the principle of diversification is dying. The Beta neutral hedge fund bubble is about to meet its demise as we enter Weimar America. -A systemically healthy market has millions of counterparties interacting which nullifies the importance of central banking and liquidity. When there are millions of small incentives choosing which prices are fair thats a salubrious market. When the number of counterparties in a market drops and asset management gets taken over by public pension and giant" @Tyler_Neville_ on X 2025-07-09 14:01:06 UTC 10.8K followers, 26.4K engagements
"@dampedspring @fejau_inc @agnostoxxx Its ok I forgive you for being a brainwashed boomer" @Tyler_Neville_ on X 2025-07-19 18:54:56 UTC 10.8K followers, 3808 engagements
"We likely need price confirmation tomorrow to solidify a breakout but it's possible the Fed Minutes just tapped us into a whole new credit cycle to the upside. Reminder there is $X trillion of cash on the sidelines in money market funds. If they cut rates you do the math. Per @NickTimiraos - "Officials are divided into three groups 1) Cut this year but not July (the largest group) 2) No cuts this year 3) Cut as soon as the next meeting (which the minutes suggest is only a "couple" ie Waller and Bowman) Markets are starting to discount a Fed easing. Let's check out some price action" @Tyler_Neville_ on X 2025-07-09 21:40:21 UTC 10.8K followers, 46.2K engagements
"What @dampedspring doesnt realize is that the way he was taught to manage money has brought on secular stagnation where CEOs choose to financially engineer stocks rather than take risk in actually creating new industries for their children. A society grows old when men plant trees whose shade they will never sit beneath. Its ok to take risk and lose its how humans have progressed for thousands of years. Peter Thiel joked about @elonmusk that he and @DavidSacks used to call him The man who knew nothing about risk because he was building both SpaceX and Tesla and everyone thought he was crazy." @Tyler_Neville_ on X 2025-07-19 19:52:47 UTC 10.8K followers, 29.8K engagements
"My July 4th guess on the BTC transfer. Some early miner sold $X bln of BTC to the US govt strategic reserve in a block transaction and it will be announced tonight. It would be a legendary 1st turning moment" @Tyler_Neville_ on X 2025-07-04 17:13:39 UTC 10.8K followers, 177.9K engagements
"Why are we giving more tax breaks for real estate investors at this point We should be giving tax breaks for those who invest in early stage growth companies instead. Real estate is largely just a tax on the middle class and doesnt produce a network effect of positive economic growth. Real estate policies made a lot of sense XX yrs ago when we werent living in a totally imbalanced economy and real growth wasnt a problem. I.e. We are already living in a rentier society why exacerbate this We should be promoting industries that are net positive to growth" @Tyler_Neville_ on X 2025-07-19 12:44:55 UTC 10.8K followers, 5928 engagements
"Seriously. What is the point of bonds You can't save your way to prosperity when the gov't created a ponzi. We are in a whole new world" @Tyler_Neville_ on X 2025-07-18 15:14:13 UTC 10.8K followers, 4400 engagements
"This is incredibly awesome. Productivity boom cometh" @Tyler_Neville_ on X 2025-07-11 20:15:19 UTC 10.8K followers, 2902 engagements
"From Goldman- Systematic investors are still chasing the rally. Gotta love July and low vol seasonality When VIX is low the systematic funds have to re-lever. "CTA Corner: We estimate $25bn of global equity buying in the last 1-week $31bn in the upcoming 1-week and $132bn in the next 1-month cumulative in the baseline scenario. Of this monthly figure roughly $100bn is expected to be from CTA/tend followers and the remainder from the vol-based investors (VA vol-control and risk parity style). And across regions $48bn or XX% of that monthly global figure is expected to be in US markets."" @Tyler_Neville_ on X 2025-07-14 18:13:07 UTC 10.8K followers, 2072 engagements
"Wow @grok nailed this. Pretty incredible. If @ethereum is the Mike Milken of the 21st century then @grok is the Stephen Hawking of the same era" @Tyler_Neville_ on X 2025-07-20 02:47:43 UTC 10.8K followers, 3807 engagements
"I just heard a crazy stat. Can anyone verify if this is true Upto XX% of construction workers retire in the next ten years. If robotics doesnt work fast enough (I bet it does) thats gonna be highly inflationary" @Tyler_Neville_ on X 2025-07-17 12:47:35 UTC 10.8K followers, 1852 engagements
"Can some legacy investment bankers chime in on this If $PUMP raised $XXX mln dollars in XX minutes at a fraction of the cost of an IPO or private financing round doesnt that undermine the entire profession This is coming from an equity & derivs trader that has seen his industry commoditized by algorithms and pricing power of my salary obliterated relative to the past. Could we actually just be watching the natural evolution of public money (fiat monopoly) to private money again This movement has been the norm in history. Investment bankers are not only screwed by this technological ICO" @Tyler_Neville_ on X 2025-07-22 13:10:51 UTC 10.8K followers, 2881 engagements
"Another X year cup & handle about to breakout on the frontiers. Look at that volume @JC_ParetsX A @mikealfred special- $CIFR" @Tyler_Neville_ on X 2025-07-17 15:47:46 UTC 10.8K followers, 12.4K engagements
"The Boomer Bond Bubble is Bursting and the global confidence game is unraveling. They HAVE TO instill confidence in bonds even if its mandated to own them otherwise the system blows up" @Tyler_Neville_ on X 2025-07-15 13:24:04 UTC 10.8K followers, 2065 engagements
"A lot of Boomers and Gen X refer to the investment style of Millennials and Gen Z as Financial Nihilism i.e. investing in crypto or lottery ticket companies with weird market structure anomalies (low shareholder float high short interest) like GameStop. The disconnect for the older generations is that Financial Nihilism is a completely rational response to an administration (Fed & Treasury) that has continuously bailed out owners of capital and the older generations for the last XX years. Bruce Springsteen once wrote: Well I got a job and tried to put my money away But I got debts that no" @Tyler_Neville_ on X 2025-07-12 23:45:06 UTC 10.8K followers, 20.5K engagements
"If you dont think we are in a productivity boom consider this from @DisruptionHedge . The age of robotics is here Case in point: starting in the 1960s the largest US automaker General Motors steadily transformed its production lines. Today they incorporate over 30000 robots which handle XX% of the spot welding for car frames and exteriors. Beyond heavy machinery Samsung Electronics is taking automation to a new level at its display plant in Asan South Korea where starting in 2026 more than 10000 robots will produce over XX million OLED panels annually for flat-screen televisions. The Asan" @Tyler_Neville_ on X 2025-07-22 21:39:41 UTC 10.8K followers, 1767 engagements
"Believe it or not there was a firm called Founders Fund that has run this strategy for decades 😂 Tyler from the top rope" @Tyler_Neville_ on X 2025-07-02 02:00:40 UTC 10.8K followers, 3030 engagements
"The Fed is gonna ease and do some sort of deceptive QE VERY soon- there are too many imbalances in the economy. TLDR The levered-fiat- banking economy & gov't balance sheet are the boogiemen screaming for easing. This is now political and inflation doesn't matter anymore- Fade the CPI print. X charts from @bravosresearch and @Hengecat 's dope newsletter" @Tyler_Neville_ on X 2025-07-15 13:24:04 UTC 10.8K followers, 31.7K engagements
"Ethereum is the Mike Milken of crypto. If you know you know" @Tyler_Neville_ on X 2025-07-20 01:01:25 UTC 10.8K followers, 6166 engagements
"This is how the fiscal super cycle starts. It starts with innovative defense not the primes. Defense & space innovation create new frontier markets that become self reinforcing for global growth. New markets emerge and the world gets less dangerous as every country invests in itself (hits the gym) and feels less vulnerable. Who is the modern day Vannevar Bush@PalmerLuckey Its a new paradigm @JTLonsdale" @Tyler_Neville_ on X 2025-06-20 20:34:36 UTC 10.8K followers, 3641 engagements
"$ARKK continues to breakout higher after a X year "Cup & Handle" which solidifies the fact that capital is now flowing out into "Frontier Markets"" @Tyler_Neville_ on X 2025-07-09 21:40:22 UTC 10.8K followers, 2316 engagements
"Druckenmiller says when they start calling it a bubble its still early to buy it (Also I dont agree its a bubble. The bubble is in treasury bonds but they cant politically let that explode or the system unwinds.) Choose wisely which Ponzi you wanna play.treasury bonds or crypto treasury firms" @Tyler_Neville_ on X 2025-07-18 01:38:38 UTC 10.8K followers, 6507 engagements
"Crypto-As-Collateral - C.A.C. The use as collateral should cause a major revaluation higher for crypto. If you dont have to sell your crypto and can borrow fiat against it the incentive to HODL becomes that much greater similar to how you can use margin against your stocks. @grok what percentage of milllennial and gen Z home buyers use crypto sales as down payment for home buying A large portion of crypto sales probably comes from repayment of fiat debt. P.S. Jamie Dimon calling for a recession every week but also allowing leverage on crypto is classic. Not to mention paying out huge sums of" @Tyler_Neville_ on X 2025-07-22 11:02:40 UTC 10.8K followers, 3989 engagements
"Spread between NDX - Russell futures position is massive. One of these days we are gonna get some sorta mean reversion trade where Nasdaq gets bombed and IWM squeezes higher. Beware" @Tyler_Neville_ on X 2025-07-15 20:32:16 UTC 10.8K followers, 2300 engagements
"Wartime finance going into overdrive here. Negative real rates are coming to a town near you. The government is running the old picket fence policy- As Shooter says Dont get caught watching that paint dry @SantiagoAuFund Weimar America" @Tyler_Neville_ on X 2025-07-19 13:33:39 UTC 10.8K followers, 8144 engagements
"In this new negative real-yielding regime it will be better to be long vol with some b@lls (frontier markets) rather than going long short-vol proxies (Banks insurance SCLEROTIC BEAUROCRACIES) You can short index vol if you want to pick up nickels in front of a steamroller too" @Tyler_Neville_ on X 2025-07-03 14:14:24 UTC 10.8K followers, 2043 engagements