[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.] #  @UrbanKaoboy Michael Kao Michael Kao posts on X about $4452t, $ecc, peeps, subscribers the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::26266863/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::26266863/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX -X% - X Year XXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::26266863/followers)  - X Week XXXXXXX +0.10% - X Month XXXXXXX +0.74% - X Months XXXXXXX +3.40% - X Year XXXXXXX +11% ### CreatorRank: XXXXXXX [#](/creator/twitter::26266863/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [technology brands](/list/technology-brands) X% [stocks](/list/stocks) X% [cryptocurrencies](/list/cryptocurrencies) X% [countries](/list/countries) X% **Social topic influence** [$4452t](/topic/$4452t) #53, [$ecc](/topic/$ecc) #1, [peeps](/topic/peeps) #44, [subscribers](/topic/subscribers) 5%, [$200b](/topic/$200b) 5%, [investment](/topic/investment) 5%, [at least](/topic/at-least) 5%, [not for](/topic/not-for) 5%, [to the](/topic/to-the) 5%, [lack of](/topic/lack-of) X% **Top accounts mentioned or mentioned by** [@doggycapital](/creator/undefined) [@baldingsworld](/creator/undefined) [@catelong](/creator/undefined) [@proskauer](/creator/undefined) [@indievestments](/creator/undefined) [@romanhistory1](/creator/undefined) [@michaelxpettis](/creator/undefined) [@davidsacks](/creator/undefined) [@ozordinary](/creator/undefined) [@bewaterltd](/creator/undefined) [@alexcorrino](/creator/undefined) [@mechtech256](/creator/undefined) [@thelegendmccoy](/creator/undefined) [@glitchymagic](/creator/undefined) [@bitpaine](/creator/undefined) [@markhubbard33](/creator/undefined) [@pillagecapital](/creator/undefined) [@barrystrauss](/creator/undefined) [@spmur11](/creator/undefined) [@permabear__](/creator/undefined) **Top assets mentioned** [iShares BTC Trust (IBIT)](/topic/$ibit) [Bitcoin (BTC)](/topic/$btc) ### Top Social Posts Top posts by engagements in the last XX hours "$ECC peeps: One of my subscribers a CIO of a $200B AUM firm reached out after he read my recent CLO equity piece and was kind enough to arrange a call with his internal CLO equity PM who like Eagle Point is a control equity investor in CLO equities. Not only did he also corroborate Spread COMPRESSION as the primary headwind to the asset class this year I was surprised to learn that most CLO equity funds are down this year from the same NAV erosion due to Spread Compression that ECC has been facing. He too has been doing Resets like crazy to lock in historic financing spreads to position for" [X Link](https://x.com/UrbanKaoboy/status/1993786401998156207) 2025-11-26T20:58Z 109.6K followers, 5213 engagements "Musings of the Day 12/8/25: I have been running side-by-side prompts between ChatGPT XXX and Gemini Pro X for the last several weeks and at least when it comes to financial analyses and reasoning Gemini's answers are so much better than ChatGPT's -- even when I handicap by providing detailed persona descriptions for ChatGPT and not for Gemini. I have now ported all of my ChatGPT personas over to Gemini and if this keeps up I will be turning off my ChatGPT subscription. Sam Altman is right to issue his Code Red" [X Link](https://x.com/UrbanKaoboy/status/1998044955466719721) 2025-12-08T15:00Z 109.6K followers, 16.5K engagements "Musings of the Day 12/9/25: Another gentle reminder to the RIAs that want to sound smart to their clients but have inadvertently led sheep to slaughter in many cases by chasing fake Sharpe Ratios: Volatility Risk but more importantly: Lack of Volatility Lack of Risk" [X Link](https://x.com/UrbanKaoboy/status/1998397489251283214) 2025-12-09T14:21Z 109.6K followers, 25.5K engagements "Musings of the Day 11/28/25: I always get much more excited about markets during periods of distress and fearmongering. The Pelican gorged the last several weeks during all the Private Credit FUD but now it feels like we are in this YE markup period for everything. Happy to sit back on the water again and watch for the next sure thing" [X Link](https://x.com/UrbanKaoboy/status/1994419270152032392) 2025-11-28T14:53Z 109.6K followers, 22.8K engagements "The OTM $IBIT call spread I bought last week when $IBIT was around XXXXX is already almost fully ITM. Shouldve picked a wider band but Im not complaining. Im counting on Beta and Theta to be my friends here to fully maximize this spread" [X Link](https://x.com/UrbanKaoboy/status/1994422577889177841) 2025-11-28T15:06Z 109.6K followers, 11.9K engagements "Musings of the Day 11/21/25: This is why Securitzation Feedstock matters. CDOs and Private Credit/Middle Market CLOs tend to have narrow undiversified pools of loans as Securitization Feedstock. BSL CLOs have very broad very diversified pools of loans across Corporate America as Securitization Feedstock. Dont conflate the two. Listen/read my interview" [X Link](https://x.com/UrbanKaoboy/status/1991868521807310849) 2025-11-21T13:57Z 109.6K followers, 11.2K engagements "This is a worthwhile interview with @michaelxpettis. I agree with much of what Pettis says: Pettis' "Involution" is my Chinese Runaway Assembly Line and I wholeheartedly agree that the "Globalization" of the last several decades has NOT been predicated on Supply/Demand & Comparative Advantage. My primary difference of opinion is on Tariffs. Pettis talks about the inefficacy of Tariffs from a direct bilateral trade equalization perspective whereas I view the Trump XXX Tariffs as an integral part of the carrot-vs-stick Economic Statecraft that has resulted in Reshoring commitments so large that" [X Link](https://x.com/UrbanKaoboy/status/1995687225099715060) 2025-12-02T02:51Z 109.6K followers, 18.3K engagements "@DoggyCapital @BaldingsWorld This is actually the only credible explanation Ive heard. It was mentioned by @DavidSacks on the All-In Pod awhile back" [X Link](https://x.com/UrbanKaoboy/status/1998447234703343625) 2025-12-09T17:38Z 109.6K followers, XXX engagements "@BaldingsWorld Thats a great metaphor. I have a feeling the US/China detente is orchestrated for midterms" [X Link](https://x.com/UrbanKaoboy/status/1998407126755295483) 2025-12-09T14:59Z 109.6K followers, XXX engagements "$ECC peeps 12/10/25: ECC posted its 11/30 NAV last night at $XXXX vs. 10/31 NAV of $XXXX. While I expected continued NAV erosion due to Spread Compression the sharpness of this move is clearly suggestive that the underlying CLO Equities are being marked down at the same time due to sentiment. This is what the ECC CFO said he was most frustrated about when we chatted this week -- we all know in the longer-term BOTH conditions can't persist. This is commentary I got from one of my new CLO collateral manager contacts. He corroborated my comments above: "The marks on 10x levered structures can" [X Link](https://x.com/UrbanKaoboy/status/1998765914427371690) 2025-12-10T14:45Z 109.6K followers, 3539 engagements
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@UrbanKaoboy Michael Kao
Michael Kao posts on X about $4452t, $ecc, peeps, subscribers the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: X #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX -X%
- X Year XXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.10%
- X Month XXXXXXX +0.74%
- X Months XXXXXXX +3.40%
- X Year XXXXXXX +11%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XX% technology brands X% stocks X% cryptocurrencies X% countries X%
Social topic influence $4452t #53, $ecc #1, peeps #44, subscribers 5%, $200b 5%, investment 5%, at least 5%, not for 5%, to the 5%, lack of X%
Top accounts mentioned or mentioned by @doggycapital @baldingsworld @catelong @proskauer @indievestments @romanhistory1 @michaelxpettis @davidsacks @ozordinary @bewaterltd @alexcorrino @mechtech256 @thelegendmccoy @glitchymagic @bitpaine @markhubbard33 @pillagecapital @barrystrauss @spmur11 @permabear__
Top assets mentioned iShares BTC Trust (IBIT) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last XX hours
"$ECC peeps: One of my subscribers a CIO of a $200B AUM firm reached out after he read my recent CLO equity piece and was kind enough to arrange a call with his internal CLO equity PM who like Eagle Point is a control equity investor in CLO equities. Not only did he also corroborate Spread COMPRESSION as the primary headwind to the asset class this year I was surprised to learn that most CLO equity funds are down this year from the same NAV erosion due to Spread Compression that ECC has been facing. He too has been doing Resets like crazy to lock in historic financing spreads to position for"
X Link 2025-11-26T20:58Z 109.6K followers, 5213 engagements
"Musings of the Day 12/8/25: I have been running side-by-side prompts between ChatGPT XXX and Gemini Pro X for the last several weeks and at least when it comes to financial analyses and reasoning Gemini's answers are so much better than ChatGPT's -- even when I handicap by providing detailed persona descriptions for ChatGPT and not for Gemini. I have now ported all of my ChatGPT personas over to Gemini and if this keeps up I will be turning off my ChatGPT subscription. Sam Altman is right to issue his Code Red"
X Link 2025-12-08T15:00Z 109.6K followers, 16.5K engagements
"Musings of the Day 12/9/25: Another gentle reminder to the RIAs that want to sound smart to their clients but have inadvertently led sheep to slaughter in many cases by chasing fake Sharpe Ratios: Volatility Risk but more importantly: Lack of Volatility Lack of Risk"
X Link 2025-12-09T14:21Z 109.6K followers, 25.5K engagements
"Musings of the Day 11/28/25: I always get much more excited about markets during periods of distress and fearmongering. The Pelican gorged the last several weeks during all the Private Credit FUD but now it feels like we are in this YE markup period for everything. Happy to sit back on the water again and watch for the next sure thing"
X Link 2025-11-28T14:53Z 109.6K followers, 22.8K engagements
"The OTM $IBIT call spread I bought last week when $IBIT was around XXXXX is already almost fully ITM. Shouldve picked a wider band but Im not complaining. Im counting on Beta and Theta to be my friends here to fully maximize this spread"
X Link 2025-11-28T15:06Z 109.6K followers, 11.9K engagements
"Musings of the Day 11/21/25: This is why Securitzation Feedstock matters. CDOs and Private Credit/Middle Market CLOs tend to have narrow undiversified pools of loans as Securitization Feedstock. BSL CLOs have very broad very diversified pools of loans across Corporate America as Securitization Feedstock. Dont conflate the two. Listen/read my interview"
X Link 2025-11-21T13:57Z 109.6K followers, 11.2K engagements
"This is a worthwhile interview with @michaelxpettis. I agree with much of what Pettis says: Pettis' "Involution" is my Chinese Runaway Assembly Line and I wholeheartedly agree that the "Globalization" of the last several decades has NOT been predicated on Supply/Demand & Comparative Advantage. My primary difference of opinion is on Tariffs. Pettis talks about the inefficacy of Tariffs from a direct bilateral trade equalization perspective whereas I view the Trump XXX Tariffs as an integral part of the carrot-vs-stick Economic Statecraft that has resulted in Reshoring commitments so large that"
X Link 2025-12-02T02:51Z 109.6K followers, 18.3K engagements
"@DoggyCapital @BaldingsWorld This is actually the only credible explanation Ive heard. It was mentioned by @DavidSacks on the All-In Pod awhile back"
X Link 2025-12-09T17:38Z 109.6K followers, XXX engagements
"@BaldingsWorld Thats a great metaphor. I have a feeling the US/China detente is orchestrated for midterms"
X Link 2025-12-09T14:59Z 109.6K followers, XXX engagements
"$ECC peeps 12/10/25: ECC posted its 11/30 NAV last night at $XXXX vs. 10/31 NAV of $XXXX. While I expected continued NAV erosion due to Spread Compression the sharpness of this move is clearly suggestive that the underlying CLO Equities are being marked down at the same time due to sentiment. This is what the ECC CFO said he was most frustrated about when we chatted this week -- we all know in the longer-term BOTH conditions can't persist. This is commentary I got from one of my new CLO collateral manager contacts. He corroborated my comments above: "The marks on 10x levered structures can"
X Link 2025-12-10T14:45Z 109.6K followers, 3539 engagements