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# ![@alblindol0 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1347038085037645824.png) @alblindol0 amateur quant

amateur quant posts on X about money, $116b, make a, atomic the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1347038085037645824/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347038085037645824/c:line/m:interactions.svg)

- X Months XXXXX +205%

### Mentions: XX [#](/creator/twitter::1347038085037645824/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347038085037645824/c:line/m:posts_active.svg)

- X Months XX +50%

### Followers: XXX [#](/creator/twitter::1347038085037645824/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347038085037645824/c:line/m:followers.svg)

- X Months XXX +85%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1347038085037645824/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347038085037645824/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1347038085037645824/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [musicians](/list/musicians)  XXXX% [stocks](/list/stocks)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[money](/topic/money) 15.38%, [$116b](/topic/$116b) #2, [make a](/topic/make-a) 7.69%, [atomic](/topic/atomic) 7.69%, [$715m](/topic/$715m) #5, [$500m](/topic/$500m) #176, [finance](/topic/finance) 3.85%, [fdic](/topic/fdic) 3.85%, [$133b](/topic/$133b) 3.85%, [rescue](/topic/rescue) XXXX%

**Top accounts mentioned or mentioned by**
[@bloatee1](/creator/undefined) [@ellliotttb](/creator/undefined) [@zerohedge](/creator/undefined) [@ryandetroit313](/creator/undefined) [@mayhem4markets](/creator/undefined) [@traderadetweets](/creator/undefined) [@finvizcom](/creator/undefined) [@binance](/creator/undefined) [@dividendtalks](/creator/undefined) [@leadlagreport](/creator/undefined)

**Top assets mentioned**
[Citigroup Inc (C)](/topic/citigroup)
### Top Social Posts [#](/creator/twitter::1347038085037645824/posts)
---
Top posts by engagements in the last XX hours

"@Bloatee1 wow that's crazy 2015 to now is literally the maturity timeline"  
[X Link](https://x.com/alblindol0/status/1978911903763009548) [@alblindol0](/creator/x/alblindol0) 2025-10-16T19:52Z XXX followers, XX engagements


"Why share this If Im right people deserve warning. If Im wrong I learn publicly. My dad survived 2008. Theyll survive this. But most wont see it coming until its too late. First harvest then give"  
[X Link](https://x.com/alblindol0/status/1979040970504024159) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"I work in consulting - gives me visibility into corporate financial health across industries. Separately my dad owns a corrugated box factory. Finance side + real economy side. When both break simultaneously you listen"  
[X Link](https://x.com/alblindol0/status/1979040952917401892) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"@zerohedge JPM calling out cockroaches while they just refused to tell FDIC whats in their $133B of non-bank exposure. Listed it all as other when regulators asked for breakdown. The scariest part isnt what we can see its what they wont show us. This is how 2008 started"  
[X Link](https://x.com/alblindol0/status/1978640673982042426) [@alblindol0](/creator/x/alblindol0) 2025-10-16T01:54Z XXX followers, XXX engagements


"@EllliotttB My dude thats not a rescue plan thats a leverage daisy chain. You just described Greensill with extra steps"  
[X Link](https://x.com/alblindol0/status/1979235678253703553) [@alblindol0](/creator/x/alblindol0) 2025-10-17T17:18Z XXX followers, XXX engagements


"@EllliotttB PE will also be in a world of hurt when the financial infrastructure goes belly up"  
[X Link](https://x.com/alblindol0/status/1979236308028387630) [@alblindol0](/creator/x/alblindol0) 2025-10-17T17:21Z XXX followers, XX engagements


"When the music stops in terms of liquidity things will be complicated. Chuck Prince Citigroup CEO July 2007"  
[X Link](https://x.com/alblindol0/status/1978975721855782947) [@alblindol0](/creator/x/alblindol0) 2025-10-17T00:05Z XXX followers, XX engagements


"Im watching the next recession form in real-time and the market hasnt fully priced it in yet. I have access to two independent economic data streams that most people dont see. Both are screaming the same thing. Thread on whats coming"  
[X Link](https://x.com/alblindol0/status/1979040951029895347) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XXX engagements


"Corporate side: Payment delays everywhere. Service cancellations. Bankruptcies accelerating. Not startups - established businesses that just cant make the math work anymore. Manufacturing side: My dads box orders fell off a cliff in Sept/Oct 2025. This is the pattern before every crash"  
[X Link](https://x.com/alblindol0/status/1979040954825822444) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"@RyanDetroit313 @Mayhem4Markets @TraderadeTweets @finviz_com Private credit private equity commercial real estate and regional banks. They basically used the Covid money to make a financial atomic bomb"  
[X Link](https://x.com/alblindol0/status/1978976967882850352) [@alblindol0](/creator/x/alblindol0) 2025-10-17T00:10Z XXX followers, XX engagements


"Still researching the crypto flash crashnot sure what to think yet. I am not long crypto but even I knownot your keys not your crypto. Also dont use 100X leverage While I see the frustration and potential misconduct I think holders will be in far more pain taking down Binance"  
[X Link](https://x.com/alblindol0/status/1979009149661774094) [@alblindol0](/creator/x/alblindol0) 2025-10-17T02:18Z XXX followers, XXX engagements


"the opacity is the scary part: First Brands went from "pausing refinancing" in August to Chapter XX with $11.6B liabilities by late September X weeks. bankruptcy lawyer called the emergency DIP loan "funding a black box with limited diligence" UBS fund had XX% in ONE name. Jefferies $715M stopped paying. if we can SEE this one how many can't we see"  
[X Link](https://x.com/alblindol0/status/1978510771333054811) [@alblindol0](/creator/x/alblindol0) 2025-10-15T17:18Z XXX followers, XX engagements


"the contagion math: if First Brands ($11.6B) caught: - Jefferies for $161M (0.7% of exposure) - UBS O'Connor for $500M+ (4.3% of exposure) what happens when: - $957B CRE matures at 3x rates (2025-2026) - multiple $5-10B companies fail simultaneously - regional banks (44% CRE) + PC backstops hit at once march 2023: X banks X weeks next time: add private credit layer"  
[X Link](https://x.com/alblindol0/status/1978510777217646813) [@alblindol0](/creator/x/alblindol0) 2025-10-15T17:18Z XXX followers, XX engagements


"Why this matters: Put/call ratio of XXXX means almost X puts bought for every X call. Thats EXTREME bearish positioning. The smart money is hedging. The question is: are they early or are they right"  
[X Link](https://x.com/alblindol0/status/1978330586797277211) [@alblindol0](/creator/x/alblindol0) 2025-10-15T05:22Z XXX followers, XX engagements


"Burry was called crazy for X years before 2008. Cornwall turned $110k into $80M reading mortgage docs nobody else read. Im reading data nobodys watching. Same playbook. Different crisis. Well see if Im right by Q2 2026"  
[X Link](https://x.com/alblindol0/status/1979040975482671219) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"the positioning tells the story: FITB + CMA announce defensive merger (oct 2025) regional banks consolidating BEFORE headlines hit KRE put/call ratio: XXXX (institutions hedged heavy) someone bought XX contracts at $XX strike (45% OTM) smart money positioning for something bankruptcy courts showing us what"  
[X Link](https://x.com/alblindol0/status/1978510780854104373) [@alblindol0](/creator/x/alblindol0) 2025-10-15T17:18Z XXX followers, XXX engagements


"dove into First Brands Group bankruptcy filing (Sept 2025 $11.6B liabilities) found the domino chain: X. Jefferies Point Bonita: $715M in receivables payments stopped Sept XX X. UBS O'Connor fund: XX% exposure to ONE borrower ($500M+) X. Raistone (ex-Greensill founders): 70-80% revenue from this deal X. Creditor filing alleges $2.3B "vanished" this isn't a private credit FUND failing. this is a BORROWER that nuked multiple funds + banks. $95B in bank facilities backstopping private credit sector $957B CRE refinancing at 2-3x rates regional banks: XX% CRE exposure when one $11B portfolio"  
[X Link](https://x.com/alblindol0/status/1978510769529430211) [@alblindol0](/creator/x/alblindol0) 2025-10-15T17:18Z XXX followers, XXX engagements


"@DividendTalks Amazons falling behind on AI and their customer service has declined. Gen Z would rather wait the same time for identical products at half the price on Temu/Whatnot/TikTok Shop"  
[X Link](https://x.com/alblindol0/status/1978560755499708451) [@alblindol0](/creator/x/alblindol0) 2025-10-15T20:36Z XXX followers, 2074 engagements


"They basically used Covid money and low rates to make a financial atomic bomb"  
[X Link](https://x.com/alblindol0/status/1979003004284993572) [@alblindol0](/creator/x/alblindol0) 2025-10-17T01:54Z XXX followers, XX engagements


"why you haven't heard about this: First Brands = $11.6B bankruptcy (sept 2025) media coverage: minimal buried quickly Tricolor (auto subprime): bankruptcy (sept 2025) coverage: one Bloomberg piece "why PC should worry" XX companies defaulted on $27B in Q2 2025 alone that's XX% increase from Q1 the ship is sinking slowly"  
[X Link](https://x.com/alblindol0/status/1978510779075682789) [@alblindol0](/creator/x/alblindol0) 2025-10-15T17:18Z XXX followers, XX engagements


"@leadlagreport You're good unc"  
[X Link](https://x.com/alblindol0/status/1979061233207631992) [@alblindol0](/creator/x/alblindol0) 2025-10-17T05:45Z XXX followers, XX engagements


"timeline update: originally thought: Q2 2026 crisis window First Brands timeline: X weeks (aug sept) if more portfolio companies stressed: Q4 2025 fund letters show redemption pressure Q1 2026 bank earnings show provisions spiking Q2 2026 contagion spreads or soft landing (15% chance) documenting the whole thing. asymmetric bet: $5-10k $100k-500k if right bankruptcy filings don't lie"  
[X Link](https://x.com/alblindol0/status/1978510782615704064) [@alblindol0](/creator/x/alblindol0) 2025-10-15T17:18Z XXX followers, XX engagements


"here's the 2008 parallel: THEN: subprime mortgages CDOs banks pension funds NOW: over-leveraged companies private credit banks pension funds same structure new asset class difference: - mortgage: $200-500k each - portfolio co loans: $50-500M each bigger loans = bigger craters when they fail"  
[X Link](https://x.com/alblindol0/status/1978510775158223118) [@alblindol0](/creator/x/alblindol0) 2025-10-15T17:18Z XXX followers, XX engagements


"Watch these yourself (all public): Box production: FRED/Fibre Box Association Bank CRE exposure: XX% (FFIEC data via FAU) Private credit: $1.7T (Federal Reserve) CRE maturities: $1T+ in 2025 (Trepp/JLL) Office delinquency: XXXX% near 2008 levels The dots are visible. Just connect them"  
[X Link](https://x.com/alblindol0/status/1979040972357927092) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements


"To be precise: institutions buying $50-55 puts (15-25% downside) but XX contracts of volume at $25-40 strikes suggest informed small players betting on systemic crisis (40-60% crash). Different cohorts different conviction levels"  
[X Link](https://x.com/alblindol0/status/1978330585111150606) [@alblindol0](/creator/x/alblindol0) 2025-10-15T05:22Z XXX followers, XX engagements


"Why boxes matter: 75-80% of all goods ship in them. No boxes = no economic activity. Alan Greenspan tracked this at the Fed. It predicted: - 2001 recession (boxes fell 3.5%) - 2008 crisis (fell 10.2%) - 2020 crash (March collapse) Sept 2025: X% of US capacity shut down. Steepest since 2008"  
[X Link](https://x.com/alblindol0/status/1979040958999138656) [@alblindol0](/creator/x/alblindol0) 2025-10-17T04:25Z XXX followers, XX engagements