Dark | Light
[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.]

# ![@bauhiniacapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3108010537.png) @bauhiniacapital baufinanciaphaster 👹

baufinanciaphaster 👹 posts on X about bank, stocks, market cap, if you the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::3108010537/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3108010537/c:line/m:interactions.svg)

- X Week XXXXXX +13%
- X Month XXXXXXX +220%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +42%

### Mentions: XX [#](/creator/twitter::3108010537/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3108010537/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +78%
- X Months XXXXX +30%
- X Year XXXXX +49%

### Followers: XXXXXX [#](/creator/twitter::3108010537/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3108010537/c:line/m:followers.svg)

- X Week XXXXXX +4.10%
- X Month XXXXXX +4.20%
- X Months XXXXXX +6.70%
- X Year XXXXXX +33%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::3108010537/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3108010537/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [exchanges](/list/exchanges)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [agencies](/list/agencies)  XXXX%

**Social topic influence**
[bank](/topic/bank) #3257, [stocks](/topic/stocks) 6.86%, [market cap](/topic/market-cap) #486, [if you](/topic/if-you) 4.9%, [liquidity](/topic/liquidity) 3.92%, [solar](/topic/solar) #2095, [health](/topic/health) 2.94%, [inflation](/topic/inflation) #1339, [carry](/topic/carry) 2.94%, [the world](/topic/the-world) XXXX%

**Top accounts mentioned or mentioned by**
[@econbob16337](/creator/undefined) [@w98ab](/creator/undefined) [@skyquake1](/creator/undefined) [@moreproteinbars](/creator/undefined) [@foswtoz](/creator/undefined) [@gregrob09513809](/creator/undefined) [@0xmerridew](/creator/undefined) [@tylermacro10](/creator/undefined) [@z06z07](/creator/undefined) [@msciinc](/creator/undefined) [@profplum99](/creator/undefined) [@dadinvest](/creator/undefined) [@kchoudhu](/creator/undefined) [@travisakers](/creator/undefined) [@ustreasury](/creator/undefined) [@stolpystolps](/creator/undefined) [@johnhempton](/creator/undefined) [@pandawatch88](/creator/undefined) [@scottph77711570](/creator/undefined) [@albacapmgmt](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Citigroup Inc (C)](/topic/citigroup) [Interpublic Group of Companies Inc (IPG)](/topic/$ipg) [BlackRock Inc (BLK)](/topic/blackrock) [JPMorgan Chase (JPM)](/topic/$jpm) [Msci Inc (MSCI)](/topic/$msci)
### Top Social Posts
Top posts by engagements in the last XX hours

"@travisakers @USTreasury Remember. he was a macro hedge fund manager"  
[X Link](https://x.com/bauhiniacapital/status/1997572113012863338)  2025-12-07T07:41Z 24.6K followers, 17.4K engagements


"S&P Sector Select indices the Nasdaq XXX and even the S&P500 X% Capped Index. Third because these companies do not raise equity capital by selling expensive shares in the market they do not really get overly cheap financing when their stocks are expensive. But if they were"  
[X Link](https://x.com/bauhiniacapital/status/1997656410956435692)  2025-12-07T13:16Z 24.6K followers, 3444 engagements


"Thats because of the high market cap. Because funds buy exactly the same portion of float of every stock there should be no artificial bias pushing up the Mag7 more than the S&P493. Second many indices have calling functions built in. The S&P500 Equal Weight Index the"  
[X Link](https://x.com/bauhiniacapital/status/1997656407508725828)  2025-12-07T13:16Z 24.6K followers, 15.6K engagements


"restaurants roofing companies new solar panel factories etc. most of those get funded by private capital OR when done by listed companies through debt or cash on hand. As far as I know the largest equity financing the last two years within the S&P TMI universe has been $MSTR"  
[X Link](https://x.com/bauhiniacapital/status/1997659527999611083)  2025-12-07T13:28Z 24.6K followers, 2117 engagements


"Fascinating even if morbidly so to read this and the comments. I'd love to see more anecdata but I have zero idea how many TSLA or EV owners follow me. If you reply with model age miles % I will collate and present. I'll put my battery anecdata out there"  
[X Link](https://x.com/bauhiniacapital/status/1998187081756209459)  2025-12-09T00:24Z 24.6K followers, 4564 engagements


"@Z06Z07 @MSCI_Inc First MSCI consults with its customers. It does not need to consult with non-customers. Second if you really want to push go to the Index Consultations page and try one of the contact points there but I doubt you will get much traction"  
[X Link](https://x.com/bauhiniacapital/status/1993206701726875778)  2025-11-25T06:34Z 24.6K followers, XXX engagements


"@Z06Z07 @MSCI_Inc Second your premise seems to suggest if a company trades at a premium to book because of goodwill it should be excluded If Company A buys all of the assets from Company B at $1bn even though Company B bought them for $100mm Company A reports that as zero goodwill. But if"  
[X Link](https://x.com/bauhiniacapital/status/1993208464584458623)  2025-11-25T06:41Z 24.6K followers, XXX engagements


"@Z06Z07 @MSCI_Inc Company A buys Company B for $900mm it's cheaper but there's $800mm of goodwill. You don't report goodwill on your house when you buy it for far more than it cost to build. And your bank gives you a loan for something near its value not its build cost. Goodwill is not"  
[X Link](https://x.com/bauhiniacapital/status/1993208771129360828)  2025-11-25T06:42Z 24.6K followers, XXX engagements


"This deal + the dropDOTcom Sennheiser 6xx cans is a shocker for work and home. Lower impedance headphones would probably work even better (for over-the-ear a pair of used Foster TH900s would hit the spot"  
[X Link](https://x.com/bauhiniacapital/status/1994796162772340833)  2025-11-29T15:50Z 24.6K followers, 7349 engagements


"@SMills35 @travisakers @USTreasury The chart is bragging about bond prices rising (yields dropping) and saying that Trump is responsible for that like he was in 2020. I assume you can see that too"  
[X Link](https://x.com/bauhiniacapital/status/1997641923402555864)  2025-12-07T12:18Z 24.6K followers, XXX engagements


"Nikkei XXX outperforming TOPIX by 180bp. Some is Fast Retailing +5% more is TEL +7.5% Advantest +13% Lasertec +7% lots of other tech up big. Takaichi wants to boost Semis. TOPIX underperforming in part because of higher banks weightings. TPNBNK underperforming TOPIX by 6+%"  
[X Link](https://x.com/bauhiniacapital/status/1975027868150411350)  2025-10-06T02:38Z 24.6K followers, 14.5K engagements


"Renesas +0.17% Ulvac +1.55% Tokyo Seimitsu +2.80% Shin-Etsu Chem +3.06% Lasertec +7.17% TEL +7.30% Advantest +14.02% The last three coincidentally high Nikkei weight/"float" stocks"  
[X Link](https://x.com/bauhiniacapital/status/1975124298617815503)  2025-10-06T09:01Z 24.6K followers, 4127 engagements


"@robvsnature @PunterJeff I've been in the investing/trading business for X decades. I have not seen any serious investor in common or prefs who needs a bond credit rating to invest in a high-yield pref. MSTR's current credit rating is B-. The prefs themselves are not rated. If MSTR wanted a rating it"  
[X Link](https://x.com/bauhiniacapital/status/1995523922197135741)  2025-12-01T16:02Z 24.6K followers, XX engagements


"From a risk management perspective this is a complex problem. Japanese life insurers and pension funds are short a very long-dated cashflow stream. Their biggest problem is a lack of VERY long-dated assets which have inflation protection. In an economy with a constantly aging"  
[X Link](https://x.com/bauhiniacapital/status/1996556407148327055)  2025-12-04T12:25Z 24.6K followers, 9539 engagements


"demographics are antithetical to that inflation but foreign cost inputs denominated in USDJPY are having no foreign assets is tantamount to running a negative carry trade as regards the liability stream. LDI makes you look at the world differently"  
[X Link](https://x.com/bauhiniacapital/status/1996884033461191081)  2025-12-05T10:07Z 24.6K followers, 1443 engagements


"@tylermacro10 For insurance companies longevity risk is one risk. Instance companies also carry reinvestment risk. Most Japanese life insurance companies arent pure annuity-writing businesses. They package disability care cancer care some private healthcare riders that the National"  
[X Link](https://x.com/bauhiniacapital/status/1996888360082919808)  2025-12-05T10:24Z 24.6K followers, XX engagements


"@StolpyStolps Lets stipulate that every bit of your analysis is true. It does not change the fact that an S&P500 Index Fund will still buy EXACTLY the same percentage of the free float of every stock when it buys a basket of stock. The fund is indifferent to multiple and price"  
[X Link](https://x.com/bauhiniacapital/status/1997793356072784323)  2025-12-07T22:20Z 24.6K followers, XX engagements


"@0xMerridew price impact from buying over any medium term (i.e. that passive buying is the force that pushes them up because the liquidity is in part a result of pre-existing activity which has bought a portion of the float so as to be invested in that stocks high ADV/float and the"  
[X Link](https://x.com/bauhiniacapital/status/1997801232744976694)  2025-12-07T22:51Z 24.6K followers, XXX engagements


"@0xMerridew accompanying volatility penchant for attracting ongoing trading activity story anticipation excitement etc. SMCI did not go up in very high volume as a percentage of market cap starting in S&P400 because of its likely eventual inclusion in S&P500. It skyrocketed in price"  
[X Link](https://x.com/bauhiniacapital/status/1997801765404868994)  2025-12-07T22:53Z 24.6K followers, XXX engagements


"@0xMerridew with the relative difference in ADV/market cap and the differing effects on TSLA vs other stocks as a result of flows into passive due to its ADV/market cap ratio. I can believe there are all kinds of alpha signals possible using ADV/float as a reference. There are white papers"  
[X Link](https://x.com/bauhiniacapital/status/1997805657869971831)  2025-12-07T23:09Z 24.6K followers, XXX engagements


"@0xMerridew on impact modelling. There are quant models on the buy side and sell side about the impact modelling of near-term flow based on ADV/float. Most of those models ignore the causes and implications of pre-existing high vs low ADV/float and what that could mean. The buy-side models"  
[X Link](https://x.com/bauhiniacapital/status/1997806307815158027)  2025-12-07T23:11Z 24.6K followers, XXX engagements


"@0xMerridew and algos which read the tape to determine likely impact from fundamental flow then front-run it use similar models to determine impact but they become part of the equation that a third party has to understand. There is a TREMENDOUS amount of reflexivity involved in the"  
[X Link](https://x.com/bauhiniacapital/status/1997806689106706621)  2025-12-07T23:13Z 24.6K followers, XXX engagements


"@0xMerridew stickiness of price impact from flow and positioning and the habits of those positioned in a stock on different horizons. Any study trying to measure Impact from incremental passive buying without being able to isolate all the other stuff is going to be a sloppy model"  
[X Link](https://x.com/bauhiniacapital/status/1997808257864495111)  2025-12-07T23:19Z 24.6K followers, XXX engagements


"@skyquake_1 @moreproteinbars risk of the fundamentals and it is big enough I will probably take a look"  
[X Link](https://x.com/bauhiniacapital/status/1997849061500899668)  2025-12-08T02:01Z 24.6K followers, XXX engagements


"@skyquake_1 @moreproteinbars Of course all of this interacts with fundamentals because events/special sits create non-standard ways of people looking at things. Example: Company A at 4x EBITDA which owns XX% of Company B which is loss-making because going through restructuring decides to sell XX% of Co B to"  
[X Link](https://x.com/bauhiniacapital/status/1997850010839584939)  2025-12-08T02:05Z 24.6K followers, XXX engagements


"@skyquake_1 @moreproteinbars a partner involved in the restructuring. Suddenly totally legit Company A is at 1x EBITDA when its peers are at 8-10x EBITDA because earnings are un-burdened and debt gets de-consolidated when it sheds consolidation of Company B. It was always there in the sum of the parts but"  
[X Link](https://x.com/bauhiniacapital/status/1997850414918864931)  2025-12-08T02:07Z 24.6K followers, XXX engagements


"@DadInvest @W98AB @John_Hempton Citi gave Vikram Pandit a fair bit less to manage then shuffled him through the various hoops bypassing people who were in place. But he had experience managing teams of teams. He had his flying v"  
[X Link](https://x.com/bauhiniacapital/status/1998017635712381020)  2025-12-08T13:11Z 24.6K followers, XXX engagements


"@DadInvest @W98AB @John_Hempton Thing about Todd is that he simply has a history of analysis. He has no history of managing manipulating teams of people etc other than GEICO and GEICO was doing well before he got there. I havent kept up but have not heard of his ground-breaking management techniques there"  
[X Link](https://x.com/bauhiniacapital/status/1998024171323064693)  2025-12-08T13:37Z 24.6K followers, XXX engagements


"@DadInvest @W98AB @John_Hempton which would inspire someone to say he would be a good replacement for Dimon. Dimon had been Sandy Weills go-to guy for years and years - every major transaction. Every restructuring. He knew the execs. He was president of Citigroup. Then Banc One then COO of JPM then CEO"  
[X Link](https://x.com/bauhiniacapital/status/1998025371045003540)  2025-12-08T13:42Z 24.6K followers, XXX engagements


"@fosWtoz @skyquake_1 @moreproteinbars index upweight (which was actually related because of deal structure and timing but nobody I knew figured out why it was related) and another bigger upweight which was the effective result of deal speculation and activism. There was a successful activist interim result getting"  
[X Link](https://x.com/bauhiniacapital/status/1998175044674204074)  2025-12-08T23:37Z 24.6K followers, XXX engagements


"@fosWtoz @skyquake_1 @moreproteinbars terms changed there is a semi-hard event going on now there will be restructuring synergies ahead. I expect people underestimate those. But the main target co will be effectively invulnerable to surprise capital structure events going forward for the next 5-10yrs. It will be"  
[X Link](https://x.com/bauhiniacapital/status/1998175696875933748)  2025-12-08T23:39Z 24.6K followers, XXX engagements


"@adf_energy_twt Though for most people if one assumes XXX cycles to get to XX% that is still a very long time - something like 10yrs at 25-30k km/yr"  
[X Link](https://x.com/bauhiniacapital/status/1998220594819797489)  2025-12-09T02:38Z 24.6K followers, XXX engagements


"@pandawatch88 get non-fungible lines but easily comparable in RMB (they're easy enough now but nobody will need to look at a price and pull out their calculator to figure out like they might now). Sorry. Meant to say they wanted it by year-end. Not sure what is keeping it from being done"  
[X Link](https://x.com/bauhiniacapital/status/1998267545481326957)  2025-12-09T05:44Z 24.6K followers, XXX engagements


"@pandawatch88 That would increase volumes IMO. Bytedance would be big. Index effect is a one-time thing. Actual volumes would be different thing. I note that the top five here are usually in the top eight or so but Tencent is definitely not top in total value traded in any given week"  
[X Link](https://x.com/bauhiniacapital/status/1998268365891359086)  2025-12-09T05:47Z 24.6K followers, XX engagements


"@pandawatch88 but when/if Bytedance gets listed it will see a lot of volume traded when it becomes eligible like BABA did. That will probably detract from volume traded on other stocks so it is not a pure net add"  
[X Link](https://x.com/bauhiniacapital/status/1998268583663780006)  2025-12-09T05:48Z 24.6K followers, XX engagements


"@shortbelly In any near-space float on different stocks (or even AdjFloat) have different makeup. Activists don't generally sell positions they just started activisting on in an index rebal but they are theoretically float. $ may or may not matter in part because liquidity generally"  
[X Link](https://x.com/bauhiniacapital/status/1998278646335996122)  2025-12-09T06:28Z 24.6K followers, XX engagements


"@shortbelly scales with FFMC. Not perfectly but over the very broad universe it is up and to the right. But as I mention in a reply "liquidity" isn't really dollar ADV because that can be fluffed up with a great deal of day-trading or 0dte hedging or whatever. What really matters is"  
[X Link](https://x.com/bauhiniacapital/status/1998278969410584774)  2025-12-09T06:30Z 24.6K followers, XXX engagements


"@minijewlee @ConsensusGurus @HindenburgRes I am sure some have. I have no opinion. I note two things: 1) short reports dont necessarily mark the top. They didnt for Wirecard or Valeant. 2) CVNA is now a $100bn market cap at 5x revenue on a X% pretax margin. A fairly strong future is already in the price"  
[X Link](https://x.com/bauhiniacapital/status/1998434978536030703)  2025-12-09T16:50Z 24.6K followers, XX engagements


"@kchoudhu I went to Greece for my bank in 1997 XX and talked to them about how to get the govt to issue fixed rate 2yrs and 5yrs and then XX just to set expectations (because at the time they only issued FRNs). I had built a model of expected rate vs the FRNs based on inflation"  
[X Link](https://x.com/bauhiniacapital/status/1998746079949668602)  2025-12-10T13:26Z 24.6K followers, XX engagements


"@kchoudhu Several months later I wrote a big paper on HUF/Hungary with a similar model. Sent it off to head office. The merchant bank guys apparently took the DCM and swap guys there to pitch it. I left the bank to join the world of equities before it became serious"  
[X Link](https://x.com/bauhiniacapital/status/1998747058761773307)  2025-12-10T13:30Z 24.6K followers, XXX engagements


"S&P replaced $IPG as it disappeared. The replacement was S&P Small Cap constituent Sandisk. Going from XXX to XXX directly is a little unusual but not unheard of. The key error in analysis is that it isn't about eligibility. It is. Read the Sep2021 deletion/exclusion comment"  
[X Link](https://x.com/bauhiniacapital/status/1994771076086468703)  2025-11-29T14:11Z 24.6K followers, 2186 engagements


"I see the S&P did not add $MSTR to the S&P500. I expect this is because of Jamie Dimon/JPMs backhanded dealings to keep it down. If you note Blackrock and Vanguard and State Street are among the largest holders of $JPM and $MSCI and even $BKX. Deep financial state"  
[X Link](https://x.com/bauhiniacapital/status/1997129791057940581)  2025-12-06T02:23Z 24.6K followers, 2951 engagements


"@GinoLanduyt @travisakers @USTreasury My point was not that he was any good at it. My point would be that lots of people said he would be good at this job because he was a macro hedge fund manager"  
[X Link](https://x.com/bauhiniacapital/status/1997817377858454012)  2025-12-07T23:55Z 24.6K followers, XXX engagements


"@skyquake_1 @moreproteinbars you have not gamed out before KNOW that you are a tourist. But if you see it early enough you may be able to identify a niche which means you are not the totally blind sucker at the table"  
[X Link](https://x.com/bauhiniacapital/status/1997862230495527264)  2025-12-08T02:54Z 24.6K followers, XXX engagements


"@fosWtoz @skyquake_1 @moreproteinbars averse. Eventually you get to a stage where the event becomes a full-blown hard event (one which is public and some kind of terms of a capital structure change or liquidity exit are known). Then it starts to trade differently - all members of the crowd are aware this is now a"  
[X Link](https://x.com/bauhiniacapital/status/1998170760922488985)  2025-12-08T23:20Z 24.6K followers, XXX engagements


"@fosWtoz @skyquake_1 @moreproteinbars crowded trade. That could be an announced merger. Now you have a hard event trade with its own new life cycle. Keep it in a new classification with new crowd type new hedge if needed new type new calendar horizon and stages of hardness (non-binding deal to binding deal"  
[X Link](https://x.com/bauhiniacapital/status/1998171491297546433)  2025-12-08T23:23Z 24.6K followers, XX engagements


"@fosWtoz @skyquake_1 @moreproteinbars present themselves as a white knight (but the target co had no interest in being swallowed or controlled). It started getting crowded as people started betting on a takeover. Just under two years ago a deal was struck between the strategic owner and the activist which was a great"  
[X Link](https://x.com/bauhiniacapital/status/1998173410506178941)  2025-12-08T23:30Z 24.6K followers, XXX engagements


"@fosWtoz @skyquake_1 @moreproteinbars exit for the activist and disappointed everyone else. It was obvious to a couple of us how that was going to come out but many got hurt. At the same time strategic and target and strategics subsidiary signed a deal to think about a merger between target and strategics sub"  
[X Link](https://x.com/bauhiniacapital/status/1998173970575888651)  2025-12-08T23:32Z 24.6K followers, XXX engagements


"@fosWtoz @skyquake_1 @moreproteinbars and come up with a plan within X years or walk away. A year later they had a hard plan to be executed 8mos later. It was a slightly convoluted plan which had steps in it. One scrip merger one cash partial tender synergies dissension activism changed terms one unrelated"  
[X Link](https://x.com/bauhiniacapital/status/1998174610093941063)  2025-12-08T23:35Z 24.6K followers, XXX engagements


"I have no EV. I use solar + Chinese LiFePo4 batteries (51.2V 100AH X banks of X each) off-grid. I charge/discharge batteries 24/7/365. Used (4-5pm - 7-9am or more on rainy gray days) or charged (7-9am - 4-5pm). Bank 1: 3yrs old. XX% health. Bank 2: 2yrs old. XXX% health"  
[X Link](https://x.com/bauhiniacapital/status/1998187084063105327)  2025-12-09T00:25Z 24.6K followers, XXX engagements


"I assume this is different than TSLA owners because discharge is MUCH slower. I rarely draw more than about 6kW per bank"  
[X Link](https://x.com/bauhiniacapital/status/1998187086088990994)  2025-12-09T00:25Z 24.6K followers, 1674 engagements


"Somehow the OP's (and others who have similar experience) experience seems odd to me. I don't know anything about BMS calibration in Teslas or anything else. I know they get bad cells inside batteries inside a bank but I don't know whether users can test for cell-level health"  
[X Link](https://x.com/bauhiniacapital/status/1998188401414271107)  2025-12-09T00:30Z 24.6K followers, 1525 engagements


"@option2ghost @skyquake_1 @moreproteinbars There have been fraud-y things in that space more off than on listed markets. More than that the DATCo space got very frothy in Japan (Metaplanet's mNAV got very high - higher than MSTR's - so it was a great short but it was also a great long in the run-up)"  
[X Link](https://x.com/bauhiniacapital/status/1998224086569570386)  2025-12-09T02:52Z 24.6K followers, XXX engagements


"the value of the passive or active investment in equity markets would be in those companies. They represent the vast majority of listed company profits and sales growth and therefore the vast majority of market cap. It would be odd if it were different. If members of the"  
[X Link](https://x.com/bauhiniacapital/status/1997660698575315178)  2025-12-07T13:33Z 24.6K followers, 1896 engagements


"@kchoudhu Way back when in the late 90s in the run-up to the re-cutting of Maastricht thresholds and the start of the EMU Germany was being a dick about things Italy had a primary surplus but high interest/GDP cost making a budget deficit. France and Spain had gotten better but France"  
[X Link](https://x.com/bauhiniacapital/status/1998738367710961937)  2025-12-10T12:55Z 24.6K followers, XXX engagements


"@kchoudhu projections and a recent fixed rate 5yr issued by the World Bank in GRD. Pulled together a sov credit spread and curve and said "try it" because I expected they could drum up some demand just because it would have been a fat spread to Bonos and BTPs which had already converged"  
[X Link](https://x.com/bauhiniacapital/status/1998746613641306521)  2025-12-10T13:28Z 24.6K followers, XXX engagements


"An interesting read at each level (Brad NYT IMF). There is a simple question to ask: What CNY vs OtherCCY rate would be appropriate USDCNY at X XXXX That price difference is less than the reciprocal tariffshow the US currently has generally applied"  
[X Link](https://x.com/bauhiniacapital/status/1998876413886406835)  2025-12-10T22:04Z 24.6K followers, 2838 engagements


"which has raised equity capital from public market investors to buy already-existing non-productive assets. Not exactly the type of thing the OP might deem worthy or desirable. In short the S&P500 represents the vast majority of listed US market cap. It is natural that most of"  
[X Link](https://x.com/bauhiniacapital/status/1997660298715525313)  2025-12-07T13:31Z 24.6K followers, 2007 engagements


"How does the US compete with China or other making stuff economies on making stuff when US supply chains are so inflexible and expensive Everybody needs to think about the value they contribute to bringing something special to their customers or their potential customers"  
[X Link](https://x.com/bauhiniacapital/status/1998876418286170153)  2025-12-10T22:04Z 24.6K followers, XX engagements


"Adding XX% tariffs or pushing for XX% currency devaluation (or both) is not going to make American-designed and -made Labubus competitive with a Chinese Labubus. Or small passenger EVs. Or at any time in the next 5yrs solar panels batteries computers TVs etc. The US competes"  
[X Link](https://x.com/bauhiniacapital/status/1998876422002323724)  2025-12-10T22:04Z 24.6K followers, 1200 engagements


"@econbob16337 aim for virtual autarky. But fiscal austerity implied by that would either lead to capital flight (rich people leaving a la UK/Norway/etc) or serious employment issues (because consumption would have to drop so much). To support that weakness on top of the other fiscal austerity"  
[X Link](https://x.com/bauhiniacapital/status/1999001101199372463)  2025-12-11T06:19Z 24.6K followers, XX engagements


"@econbob16337 means really really substantial re-distribution. Last I checked all the America First people are against that kind of thing. I have written about this a whole bunch of times but I'll say it again. In the slow-moving world of international economics trade policy etc"  
[X Link](https://x.com/bauhiniacapital/status/1999001447925690865)  2025-12-11T06:20Z 24.6K followers, XX engagements


"@econbob16337 Team Trump says that trade with Australia with whom the US has a trade surplus is in an unacceptable imbalance and Australia is cheating on trade. Team Trump says that the US-Canadian situation is in huge imbalance. It conveniently forgets the service surplus and the fact"  
[X Link](https://x.com/bauhiniacapital/status/1999003997093667104)  2025-12-11T06:31Z 24.6K followers, XX engagements


"@econbob16337 1990 was a particularly low point. Some of that had to do with asset turnover in the late 1980s more than it had to do with trade. I do not know if it inhibits or encourages growth because it does not necessarily decrease a trade surplus. It may tend to but it is not clear"  
[X Link](https://x.com/bauhiniacapital/status/1999006428682658266)  2025-12-11T06:40Z 24.6K followers, XX engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::978566222282444800",
      "creator_name": "MEXC_Official",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1919664587772944384/yLx45XhG_200x200.jpg",
      "creator_followers": 1665615,
      "creator_rank": 1,
      "interactions_24h": 6040079
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::UCF_fDSgPpBQuh1MsUTgIARQ",
      "creator_name": "theweekndvevo",
      "creator_avatar": "https://yt3.ggpht.com/WHvw1ak1FcJaHeEiTmG2iN0dqEjjPxAtT_tA8ruJ3MlNr9I-RHsAur1iAenYeQN_d6LNPH2Z8Ic=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 10300000,
      "creator_rank": 1,
      "interactions_24h": 293323000
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1988465685639380992/PNFNFL7O_200x200.jpg",
      "creator_followers": 228610965,
      "creator_posts": 1752,
      "creator_rank": 1,
      "interactions_24h": 1984861016
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last XX hours
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1983681414370619392/oTT3nm5Z_200x200.jpg",
    "creator_followers": 229446055,
    "creator_rank": 6,
    "interactions_24h": 239042400,
    "topic_influence": [
      {
        "topic": "ai",
        "count": 179,
        "percent": 3.72,
        "rank": XX
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

[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.]

@bauhiniacapital Avatar @bauhiniacapital baufinanciaphaster 👹

baufinanciaphaster 👹 posts on X about bank, stocks, market cap, if you the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +13%
  • X Month XXXXXXX +220%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXXXX +42%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +78%
  • X Months XXXXX +30%
  • X Year XXXXX +49%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +4.10%
  • X Month XXXXXX +4.20%
  • X Months XXXXXX +6.70%
  • X Year XXXXXX +33%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% stocks XXXX% countries XXXX% automotive brands XXXX% technology brands XXXX% cryptocurrencies XXXX% currencies XXXX% exchanges XXXX% travel destinations XXXX% agencies XXXX%

Social topic influence bank #3257, stocks 6.86%, market cap #486, if you 4.9%, liquidity 3.92%, solar #2095, health 2.94%, inflation #1339, carry 2.94%, the world XXXX%

Top accounts mentioned or mentioned by @econbob16337 @w98ab @skyquake1 @moreproteinbars @foswtoz @gregrob09513809 @0xmerridew @tylermacro10 @z06z07 @msciinc @profplum99 @dadinvest @kchoudhu @travisakers @ustreasury @stolpystolps @johnhempton @pandawatch88 @scottph77711570 @albacapmgmt

Top assets mentioned Strategy (MSTR) Citigroup Inc (C) Interpublic Group of Companies Inc (IPG) BlackRock Inc (BLK) JPMorgan Chase (JPM) Msci Inc (MSCI)

Top Social Posts

Top posts by engagements in the last XX hours

"@travisakers @USTreasury Remember. he was a macro hedge fund manager"
X Link 2025-12-07T07:41Z 24.6K followers, 17.4K engagements

"S&P Sector Select indices the Nasdaq XXX and even the S&P500 X% Capped Index. Third because these companies do not raise equity capital by selling expensive shares in the market they do not really get overly cheap financing when their stocks are expensive. But if they were"
X Link 2025-12-07T13:16Z 24.6K followers, 3444 engagements

"Thats because of the high market cap. Because funds buy exactly the same portion of float of every stock there should be no artificial bias pushing up the Mag7 more than the S&P493. Second many indices have calling functions built in. The S&P500 Equal Weight Index the"
X Link 2025-12-07T13:16Z 24.6K followers, 15.6K engagements

"restaurants roofing companies new solar panel factories etc. most of those get funded by private capital OR when done by listed companies through debt or cash on hand. As far as I know the largest equity financing the last two years within the S&P TMI universe has been $MSTR"
X Link 2025-12-07T13:28Z 24.6K followers, 2117 engagements

"Fascinating even if morbidly so to read this and the comments. I'd love to see more anecdata but I have zero idea how many TSLA or EV owners follow me. If you reply with model age miles % I will collate and present. I'll put my battery anecdata out there"
X Link 2025-12-09T00:24Z 24.6K followers, 4564 engagements

"@Z06Z07 @MSCI_Inc First MSCI consults with its customers. It does not need to consult with non-customers. Second if you really want to push go to the Index Consultations page and try one of the contact points there but I doubt you will get much traction"
X Link 2025-11-25T06:34Z 24.6K followers, XXX engagements

"@Z06Z07 @MSCI_Inc Second your premise seems to suggest if a company trades at a premium to book because of goodwill it should be excluded If Company A buys all of the assets from Company B at $1bn even though Company B bought them for $100mm Company A reports that as zero goodwill. But if"
X Link 2025-11-25T06:41Z 24.6K followers, XXX engagements

"@Z06Z07 @MSCI_Inc Company A buys Company B for $900mm it's cheaper but there's $800mm of goodwill. You don't report goodwill on your house when you buy it for far more than it cost to build. And your bank gives you a loan for something near its value not its build cost. Goodwill is not"
X Link 2025-11-25T06:42Z 24.6K followers, XXX engagements

"This deal + the dropDOTcom Sennheiser 6xx cans is a shocker for work and home. Lower impedance headphones would probably work even better (for over-the-ear a pair of used Foster TH900s would hit the spot"
X Link 2025-11-29T15:50Z 24.6K followers, 7349 engagements

"@SMills35 @travisakers @USTreasury The chart is bragging about bond prices rising (yields dropping) and saying that Trump is responsible for that like he was in 2020. I assume you can see that too"
X Link 2025-12-07T12:18Z 24.6K followers, XXX engagements

"Nikkei XXX outperforming TOPIX by 180bp. Some is Fast Retailing +5% more is TEL +7.5% Advantest +13% Lasertec +7% lots of other tech up big. Takaichi wants to boost Semis. TOPIX underperforming in part because of higher banks weightings. TPNBNK underperforming TOPIX by 6+%"
X Link 2025-10-06T02:38Z 24.6K followers, 14.5K engagements

"Renesas +0.17% Ulvac +1.55% Tokyo Seimitsu +2.80% Shin-Etsu Chem +3.06% Lasertec +7.17% TEL +7.30% Advantest +14.02% The last three coincidentally high Nikkei weight/"float" stocks"
X Link 2025-10-06T09:01Z 24.6K followers, 4127 engagements

"@robvsnature @PunterJeff I've been in the investing/trading business for X decades. I have not seen any serious investor in common or prefs who needs a bond credit rating to invest in a high-yield pref. MSTR's current credit rating is B-. The prefs themselves are not rated. If MSTR wanted a rating it"
X Link 2025-12-01T16:02Z 24.6K followers, XX engagements

"From a risk management perspective this is a complex problem. Japanese life insurers and pension funds are short a very long-dated cashflow stream. Their biggest problem is a lack of VERY long-dated assets which have inflation protection. In an economy with a constantly aging"
X Link 2025-12-04T12:25Z 24.6K followers, 9539 engagements

"demographics are antithetical to that inflation but foreign cost inputs denominated in USDJPY are having no foreign assets is tantamount to running a negative carry trade as regards the liability stream. LDI makes you look at the world differently"
X Link 2025-12-05T10:07Z 24.6K followers, 1443 engagements

"@tylermacro10 For insurance companies longevity risk is one risk. Instance companies also carry reinvestment risk. Most Japanese life insurance companies arent pure annuity-writing businesses. They package disability care cancer care some private healthcare riders that the National"
X Link 2025-12-05T10:24Z 24.6K followers, XX engagements

"@StolpyStolps Lets stipulate that every bit of your analysis is true. It does not change the fact that an S&P500 Index Fund will still buy EXACTLY the same percentage of the free float of every stock when it buys a basket of stock. The fund is indifferent to multiple and price"
X Link 2025-12-07T22:20Z 24.6K followers, XX engagements

"@0xMerridew price impact from buying over any medium term (i.e. that passive buying is the force that pushes them up because the liquidity is in part a result of pre-existing activity which has bought a portion of the float so as to be invested in that stocks high ADV/float and the"
X Link 2025-12-07T22:51Z 24.6K followers, XXX engagements

"@0xMerridew accompanying volatility penchant for attracting ongoing trading activity story anticipation excitement etc. SMCI did not go up in very high volume as a percentage of market cap starting in S&P400 because of its likely eventual inclusion in S&P500. It skyrocketed in price"
X Link 2025-12-07T22:53Z 24.6K followers, XXX engagements

"@0xMerridew with the relative difference in ADV/market cap and the differing effects on TSLA vs other stocks as a result of flows into passive due to its ADV/market cap ratio. I can believe there are all kinds of alpha signals possible using ADV/float as a reference. There are white papers"
X Link 2025-12-07T23:09Z 24.6K followers, XXX engagements

"@0xMerridew on impact modelling. There are quant models on the buy side and sell side about the impact modelling of near-term flow based on ADV/float. Most of those models ignore the causes and implications of pre-existing high vs low ADV/float and what that could mean. The buy-side models"
X Link 2025-12-07T23:11Z 24.6K followers, XXX engagements

"@0xMerridew and algos which read the tape to determine likely impact from fundamental flow then front-run it use similar models to determine impact but they become part of the equation that a third party has to understand. There is a TREMENDOUS amount of reflexivity involved in the"
X Link 2025-12-07T23:13Z 24.6K followers, XXX engagements

"@0xMerridew stickiness of price impact from flow and positioning and the habits of those positioned in a stock on different horizons. Any study trying to measure Impact from incremental passive buying without being able to isolate all the other stuff is going to be a sloppy model"
X Link 2025-12-07T23:19Z 24.6K followers, XXX engagements

"@skyquake_1 @moreproteinbars risk of the fundamentals and it is big enough I will probably take a look"
X Link 2025-12-08T02:01Z 24.6K followers, XXX engagements

"@skyquake_1 @moreproteinbars Of course all of this interacts with fundamentals because events/special sits create non-standard ways of people looking at things. Example: Company A at 4x EBITDA which owns XX% of Company B which is loss-making because going through restructuring decides to sell XX% of Co B to"
X Link 2025-12-08T02:05Z 24.6K followers, XXX engagements

"@skyquake_1 @moreproteinbars a partner involved in the restructuring. Suddenly totally legit Company A is at 1x EBITDA when its peers are at 8-10x EBITDA because earnings are un-burdened and debt gets de-consolidated when it sheds consolidation of Company B. It was always there in the sum of the parts but"
X Link 2025-12-08T02:07Z 24.6K followers, XXX engagements

"@DadInvest @W98AB @John_Hempton Citi gave Vikram Pandit a fair bit less to manage then shuffled him through the various hoops bypassing people who were in place. But he had experience managing teams of teams. He had his flying v"
X Link 2025-12-08T13:11Z 24.6K followers, XXX engagements

"@DadInvest @W98AB @John_Hempton Thing about Todd is that he simply has a history of analysis. He has no history of managing manipulating teams of people etc other than GEICO and GEICO was doing well before he got there. I havent kept up but have not heard of his ground-breaking management techniques there"
X Link 2025-12-08T13:37Z 24.6K followers, XXX engagements

"@DadInvest @W98AB @John_Hempton which would inspire someone to say he would be a good replacement for Dimon. Dimon had been Sandy Weills go-to guy for years and years - every major transaction. Every restructuring. He knew the execs. He was president of Citigroup. Then Banc One then COO of JPM then CEO"
X Link 2025-12-08T13:42Z 24.6K followers, XXX engagements

"@fosWtoz @skyquake_1 @moreproteinbars index upweight (which was actually related because of deal structure and timing but nobody I knew figured out why it was related) and another bigger upweight which was the effective result of deal speculation and activism. There was a successful activist interim result getting"
X Link 2025-12-08T23:37Z 24.6K followers, XXX engagements

"@fosWtoz @skyquake_1 @moreproteinbars terms changed there is a semi-hard event going on now there will be restructuring synergies ahead. I expect people underestimate those. But the main target co will be effectively invulnerable to surprise capital structure events going forward for the next 5-10yrs. It will be"
X Link 2025-12-08T23:39Z 24.6K followers, XXX engagements

"@adf_energy_twt Though for most people if one assumes XXX cycles to get to XX% that is still a very long time - something like 10yrs at 25-30k km/yr"
X Link 2025-12-09T02:38Z 24.6K followers, XXX engagements

"@pandawatch88 get non-fungible lines but easily comparable in RMB (they're easy enough now but nobody will need to look at a price and pull out their calculator to figure out like they might now). Sorry. Meant to say they wanted it by year-end. Not sure what is keeping it from being done"
X Link 2025-12-09T05:44Z 24.6K followers, XXX engagements

"@pandawatch88 That would increase volumes IMO. Bytedance would be big. Index effect is a one-time thing. Actual volumes would be different thing. I note that the top five here are usually in the top eight or so but Tencent is definitely not top in total value traded in any given week"
X Link 2025-12-09T05:47Z 24.6K followers, XX engagements

"@pandawatch88 but when/if Bytedance gets listed it will see a lot of volume traded when it becomes eligible like BABA did. That will probably detract from volume traded on other stocks so it is not a pure net add"
X Link 2025-12-09T05:48Z 24.6K followers, XX engagements

"@shortbelly In any near-space float on different stocks (or even AdjFloat) have different makeup. Activists don't generally sell positions they just started activisting on in an index rebal but they are theoretically float. $ may or may not matter in part because liquidity generally"
X Link 2025-12-09T06:28Z 24.6K followers, XX engagements

"@shortbelly scales with FFMC. Not perfectly but over the very broad universe it is up and to the right. But as I mention in a reply "liquidity" isn't really dollar ADV because that can be fluffed up with a great deal of day-trading or 0dte hedging or whatever. What really matters is"
X Link 2025-12-09T06:30Z 24.6K followers, XXX engagements

"@minijewlee @ConsensusGurus @HindenburgRes I am sure some have. I have no opinion. I note two things: 1) short reports dont necessarily mark the top. They didnt for Wirecard or Valeant. 2) CVNA is now a $100bn market cap at 5x revenue on a X% pretax margin. A fairly strong future is already in the price"
X Link 2025-12-09T16:50Z 24.6K followers, XX engagements

"@kchoudhu I went to Greece for my bank in 1997 XX and talked to them about how to get the govt to issue fixed rate 2yrs and 5yrs and then XX just to set expectations (because at the time they only issued FRNs). I had built a model of expected rate vs the FRNs based on inflation"
X Link 2025-12-10T13:26Z 24.6K followers, XX engagements

"@kchoudhu Several months later I wrote a big paper on HUF/Hungary with a similar model. Sent it off to head office. The merchant bank guys apparently took the DCM and swap guys there to pitch it. I left the bank to join the world of equities before it became serious"
X Link 2025-12-10T13:30Z 24.6K followers, XXX engagements

"S&P replaced $IPG as it disappeared. The replacement was S&P Small Cap constituent Sandisk. Going from XXX to XXX directly is a little unusual but not unheard of. The key error in analysis is that it isn't about eligibility. It is. Read the Sep2021 deletion/exclusion comment"
X Link 2025-11-29T14:11Z 24.6K followers, 2186 engagements

"I see the S&P did not add $MSTR to the S&P500. I expect this is because of Jamie Dimon/JPMs backhanded dealings to keep it down. If you note Blackrock and Vanguard and State Street are among the largest holders of $JPM and $MSCI and even $BKX. Deep financial state"
X Link 2025-12-06T02:23Z 24.6K followers, 2951 engagements

"@GinoLanduyt @travisakers @USTreasury My point was not that he was any good at it. My point would be that lots of people said he would be good at this job because he was a macro hedge fund manager"
X Link 2025-12-07T23:55Z 24.6K followers, XXX engagements

"@skyquake_1 @moreproteinbars you have not gamed out before KNOW that you are a tourist. But if you see it early enough you may be able to identify a niche which means you are not the totally blind sucker at the table"
X Link 2025-12-08T02:54Z 24.6K followers, XXX engagements

"@fosWtoz @skyquake_1 @moreproteinbars averse. Eventually you get to a stage where the event becomes a full-blown hard event (one which is public and some kind of terms of a capital structure change or liquidity exit are known). Then it starts to trade differently - all members of the crowd are aware this is now a"
X Link 2025-12-08T23:20Z 24.6K followers, XXX engagements

"@fosWtoz @skyquake_1 @moreproteinbars crowded trade. That could be an announced merger. Now you have a hard event trade with its own new life cycle. Keep it in a new classification with new crowd type new hedge if needed new type new calendar horizon and stages of hardness (non-binding deal to binding deal"
X Link 2025-12-08T23:23Z 24.6K followers, XX engagements

"@fosWtoz @skyquake_1 @moreproteinbars present themselves as a white knight (but the target co had no interest in being swallowed or controlled). It started getting crowded as people started betting on a takeover. Just under two years ago a deal was struck between the strategic owner and the activist which was a great"
X Link 2025-12-08T23:30Z 24.6K followers, XXX engagements

"@fosWtoz @skyquake_1 @moreproteinbars exit for the activist and disappointed everyone else. It was obvious to a couple of us how that was going to come out but many got hurt. At the same time strategic and target and strategics subsidiary signed a deal to think about a merger between target and strategics sub"
X Link 2025-12-08T23:32Z 24.6K followers, XXX engagements

"@fosWtoz @skyquake_1 @moreproteinbars and come up with a plan within X years or walk away. A year later they had a hard plan to be executed 8mos later. It was a slightly convoluted plan which had steps in it. One scrip merger one cash partial tender synergies dissension activism changed terms one unrelated"
X Link 2025-12-08T23:35Z 24.6K followers, XXX engagements

"I have no EV. I use solar + Chinese LiFePo4 batteries (51.2V 100AH X banks of X each) off-grid. I charge/discharge batteries 24/7/365. Used (4-5pm - 7-9am or more on rainy gray days) or charged (7-9am - 4-5pm). Bank 1: 3yrs old. XX% health. Bank 2: 2yrs old. XXX% health"
X Link 2025-12-09T00:25Z 24.6K followers, XXX engagements

"I assume this is different than TSLA owners because discharge is MUCH slower. I rarely draw more than about 6kW per bank"
X Link 2025-12-09T00:25Z 24.6K followers, 1674 engagements

"Somehow the OP's (and others who have similar experience) experience seems odd to me. I don't know anything about BMS calibration in Teslas or anything else. I know they get bad cells inside batteries inside a bank but I don't know whether users can test for cell-level health"
X Link 2025-12-09T00:30Z 24.6K followers, 1525 engagements

"@option2ghost @skyquake_1 @moreproteinbars There have been fraud-y things in that space more off than on listed markets. More than that the DATCo space got very frothy in Japan (Metaplanet's mNAV got very high - higher than MSTR's - so it was a great short but it was also a great long in the run-up)"
X Link 2025-12-09T02:52Z 24.6K followers, XXX engagements

"the value of the passive or active investment in equity markets would be in those companies. They represent the vast majority of listed company profits and sales growth and therefore the vast majority of market cap. It would be odd if it were different. If members of the"
X Link 2025-12-07T13:33Z 24.6K followers, 1896 engagements

"@kchoudhu Way back when in the late 90s in the run-up to the re-cutting of Maastricht thresholds and the start of the EMU Germany was being a dick about things Italy had a primary surplus but high interest/GDP cost making a budget deficit. France and Spain had gotten better but France"
X Link 2025-12-10T12:55Z 24.6K followers, XXX engagements

"@kchoudhu projections and a recent fixed rate 5yr issued by the World Bank in GRD. Pulled together a sov credit spread and curve and said "try it" because I expected they could drum up some demand just because it would have been a fat spread to Bonos and BTPs which had already converged"
X Link 2025-12-10T13:28Z 24.6K followers, XXX engagements

"An interesting read at each level (Brad NYT IMF). There is a simple question to ask: What CNY vs OtherCCY rate would be appropriate USDCNY at X XXXX That price difference is less than the reciprocal tariffshow the US currently has generally applied"
X Link 2025-12-10T22:04Z 24.6K followers, 2838 engagements

"which has raised equity capital from public market investors to buy already-existing non-productive assets. Not exactly the type of thing the OP might deem worthy or desirable. In short the S&P500 represents the vast majority of listed US market cap. It is natural that most of"
X Link 2025-12-07T13:31Z 24.6K followers, 2007 engagements

"How does the US compete with China or other making stuff economies on making stuff when US supply chains are so inflexible and expensive Everybody needs to think about the value they contribute to bringing something special to their customers or their potential customers"
X Link 2025-12-10T22:04Z 24.6K followers, XX engagements

"Adding XX% tariffs or pushing for XX% currency devaluation (or both) is not going to make American-designed and -made Labubus competitive with a Chinese Labubus. Or small passenger EVs. Or at any time in the next 5yrs solar panels batteries computers TVs etc. The US competes"
X Link 2025-12-10T22:04Z 24.6K followers, 1200 engagements

"@econbob16337 aim for virtual autarky. But fiscal austerity implied by that would either lead to capital flight (rich people leaving a la UK/Norway/etc) or serious employment issues (because consumption would have to drop so much). To support that weakness on top of the other fiscal austerity"
X Link 2025-12-11T06:19Z 24.6K followers, XX engagements

"@econbob16337 means really really substantial re-distribution. Last I checked all the America First people are against that kind of thing. I have written about this a whole bunch of times but I'll say it again. In the slow-moving world of international economics trade policy etc"
X Link 2025-12-11T06:20Z 24.6K followers, XX engagements

"@econbob16337 Team Trump says that trade with Australia with whom the US has a trade surplus is in an unacceptable imbalance and Australia is cheating on trade. Team Trump says that the US-Canadian situation is in huge imbalance. It conveniently forgets the service surplus and the fact"
X Link 2025-12-11T06:31Z 24.6K followers, XX engagements

"@econbob16337 1990 was a particularly low point. Some of that had to do with asset turnover in the late 1980s more than it had to do with trade. I do not know if it inhibits or encourages growth because it does not necessarily decrease a trade surplus. It may tend to but it is not clear"
X Link 2025-12-11T06:40Z 24.6K followers, XX engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

  • topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::978566222282444800",
      "creator_name": "MEXC_Official",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1919664587772944384/yLx45XhG_200x200.jpg",
      "creator_followers": 1665615,
      "creator_rank": 1,
      "interactions_24h": 6040079
    }
  ]
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last XX hours that have interactions
  • interactions_24h: Number of interactions in the last XX hours

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

  • category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::UCF_fDSgPpBQuh1MsUTgIARQ",
      "creator_name": "theweekndvevo",
      "creator_avatar": "https://yt3.ggpht.com/WHvw1ak1FcJaHeEiTmG2iN0dqEjjPxAtT_tA8ruJ3MlNr9I-RHsAur1iAenYeQN_d6LNPH2Z8Ic=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 10300000,
      "creator_rank": 1,
      "interactions_24h": 293323000
    }
  ]
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last XX hours that have interactions
  • interactions_24h: Number of interactions in the last XX hours

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1988465685639380992/PNFNFL7O_200x200.jpg",
      "creator_followers": 228610965,
      "creator_posts": 1752,
      "creator_rank": 1,
      "interactions_24h": 1984861016
    }
  ]
}

Schema:

  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_id: The [network]::[unique_id] for the influencer
  • creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_posts: total number of posts with interactions in the last XX hours
  • creator_rank: ranking based on all posts in the last XX hours that have interactions
  • interactions_24h: Number of interactions in the last XX hours

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

  • network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
  • id: Provide the unique ID or screen name of the creator required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1983681414370619392/oTT3nm5Z_200x200.jpg",
    "creator_followers": 229446055,
    "creator_rank": 6,
    "interactions_24h": 239042400,
    "topic_influence": [
      {
        "topic": "ai",
        "count": 179,
        "percent": 3.72,
        "rank": XX
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last XX hours that have interactions
  • interactions_24h: Number of interactions in the last XX hours
  • topic_influence: an array of social topics and the creators ranking on each topic
  • topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
  • top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned

creator/x::bauhiniacapital
/creator/x::bauhiniacapital