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# ![@crypto_condom Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1424441728770220037.png) @crypto_condom CryptoCondom

The crypto industry is expected to see a large amount of mergers and acquisitions (M&A) consolidations as it moves from speculative valuations to fundamental ones. Meanwhile, Binance is drawing attention with its recent moves, including a $X billion stablecoin investment from Abu Dhabi's MGX and its application for a crypto ETF. Additionally, there are concerns about the market's focus on superficiality and the need for more serious and hardworking builders in the space.

### Engagements: XXXXXX [#](/creator/twitter::1424441728770220037/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1424441728770220037/c:line/m:interactions.svg)

- X Week XXXXXXX +28%
- X Month XXXXXXXXX +27%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +44%

### Mentions: XX [#](/creator/twitter::1424441728770220037/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1424441728770220037/c:line/m:posts_active.svg)

- X Week XXX +7.40%
- X Month XXX +25%
- X Months XXXXX -XX%
- X Year XXXXX +52%

### Followers: XXXXXXX [#](/creator/twitter::1424441728770220037/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1424441728770220037/c:line/m:followers.svg)

- X Week XXXXXXX +0.29%
- X Month XXXXXXX +1.10%
- X Months XXXXXXX +9.50%
- X Year XXXXXXX +25%

### CreatorRank: XXXXXXX [#](/creator/twitter::1424441728770220037/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1424441728770220037/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1424441728770220037/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #3959 [finance](/list/finance)  #3594 [stocks](/list/stocks)  XXXX% [exchanges](/list/exchanges)  #5044 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[bnb](/topic/bnb) #1051, [$bnb](/topic/$bnb) #330, [$cvna](/topic/$cvna) #78, [abs](/topic/abs) #1229, [debt](/topic/debt) #1551, [coins](/topic/coins) 0.87%, [market cap](/topic/market-cap) #1703, [auto loans](/topic/auto-loans) #93, [cash flow](/topic/cash-flow) #316, [solana](/topic/solana) #3439

**Top accounts mentioned or mentioned by**
[@curvefinance](/creator/undefined) [@aave](/creator/undefined) [@altcoinsherpa](/creator/undefined) [@circle](/creator/undefined) [@dolomiteio](/creator/undefined) [@carvana](/creator/undefined) [@hyperliquidx](/creator/undefined) [@dinosaurteef](/creator/undefined) [@tom__capital](/creator/undefined) [@0xfarmed](/creator/undefined) [@binance](/creator/undefined) [@cowswap](/creator/undefined) [@rollbit](/creator/undefined) [@patrickparking](/creator/undefined) [@dabs_1969](/creator/undefined) [@coinbase](/creator/undefined) [@czbinance](/creator/undefined) [@worldlibertyfi](/creator/undefined) [@hansolar21](/creator/undefined) [@onexoney](/creator/undefined)

**Top assets mentioned**
[BNB (BNB)](/topic/$bnb) [Carvana Co. (CVNA)](/topic/$cvna) [Solana (SOL)](/topic/solana) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Aster (ASTER)](/topic/$aster) [Chainlink (LINK)](/topic/$link) [Bifrost Native Coin (BNC)](/topic/$bnc) [Aave (AAVE)](/topic/$aave) [Plasma (XPL)](/topic/$xpl) [Bitcoin (BTC)](/topic/$btc) [Zcash (ZEC)](/topic/$zec) [Mantle (MNT)](/topic/$mnt) [SpookySwap (BOO)](/topic/spookyswap) [Sonic (S)](/topic/sonic) [Sonic SVM (SONIC)](/topic/$sonic) [Hyperliquid (HYPE)](/topic/$hype) [Synthetix (SNX)](/topic/$snx) [Orbs (ORBS)](/topic/$orbs) [Bittensor (TAO)](/topic/bittensor) [Ethena USDe (USDE)](/topic/$usde) [Maker (MKR)](/topic/$mkr) [Dai (DAI)](/topic/$dai) [Skycoin (SKY)](/topic/$sky)
### Top Social Posts [#](/creator/twitter::1424441728770220037/posts)
---
Top posts by engagements in the last XX hours

"The safest things to buy/long rn are the things that arent overextended or are finishing consolidating. $LINK $ZEC strength fits that bill on the back of institutional SWIFT & privacy narratives respectively. $ASTER declining on airdrop fears while $MNT $BNB also declining due to overextension. Reminder that gud coins will be gud again.just need to be patient and plan your entry"  
[X Link](https://x.com/crypto_condom/status/1976592176965452222) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T10:14Z 125.9K followers, 11.4K engagements


""to finally raise taxes" NYC income tax: XXXXX% NY State income tax: XXXX% Federal income tax: XX% = XXXXXX% 💀🖕 Miami starts to look pretty fucking good"  
[X Link](https://x.com/crypto_condom/status/1978983322584744296) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T00:36Z 125.9K followers, 47.3K engagements


"Im not fucking leaving. Its a shit industry at times but its OUR industry. It is what we make of it. Lets make it great"  
[X Link](https://x.com/crypto_condom/status/1896898739664749038) [@crypto_condom](/creator/x/crypto_condom) 2025-03-04T12:21Z 125.9K followers, 169.8K engagements


"I used @SpookySwap many times after the @fantom exploit to arb stables. I guess what is dead may never die if risk keeps movie left so prob not a terrible farm given their new intent architecture IF you believe $SONIC will outperform (questionable) Disclosure: I have no Sonic or spooky affiliation. The spooky intern made me laugh so told him Id post :)"  
[X Link](https://x.com/crypto_condom/status/1970817701929951609) [@crypto_condom](/creator/x/crypto_condom) 2025-09-24T11:48Z 125.9K followers, 6112 engagements


"I've concluded you guys just dont know math. $BNC has 480000 $BNB tokens = $XXX million ($1300/token) **They ALSO have $77.5m in unencumbered cash. $BNC's current Market cap = $469.7m (10.9/share) That's right.$BNC is STILL XX% below NAV. If you're too lazy or stupid to do the math @Blockworks_ even provides a free treasury dash:"  
[X Link](https://x.com/crypto_condom/status/1975934600737103896) [@crypto_condom](/creator/x/crypto_condom) 2025-10-08T14:41Z 125.9K followers, 24.1K engagements


"The president of $BNC is buying shares of HIS OWN $BNB DAT COMPANY bc its XX% below NAV. You should be paying attention anon"  
[X Link](https://x.com/crypto_condom/status/1976007900666712233) [@crypto_condom](/creator/x/crypto_condom) 2025-10-08T19:32Z 125.9K followers, 8001 engagements


"Wrong. The market proved most alt coins have NO bids when mm liquidity is pulledthey literally go to zero & are worthless. The ONLY coins that have a value prop and will outperform aka be a good buy post crash are those with revenue & utility commiserate with valuation. To me that is $hype $aave $bnb for now"  
[X Link](https://x.com/crypto_condom/status/1977331271144460348) [@crypto_condom](/creator/x/crypto_condom) 2025-10-12T11:11Z 125.9K followers, 108.9K engagements


"If youre a multi cycler you know $SNX is a nepotism ridden extractive toxic project that makes its own community exit liquidity. Wouldnt touch this 💩 w/a 10ft pole The North remembers"  
[X Link](https://x.com/crypto_condom/status/1977695577262465182) [@crypto_condom](/creator/x/crypto_condom) 2025-10-13T11:19Z 125.9K followers, 43.1K engagements


"$TAO: sad little king of a sad little hill This DAT is going to collapse the same as $ORBS and all the other shit-cos being formed from shitters"  
[X Link](https://x.com/crypto_condom/status/1977930450518659533) [@crypto_condom](/creator/x/crypto_condom) 2025-10-14T02:52Z 125.9K followers, 5665 engagements


"I find it hard to believe that @solana is worth a $100b+ val wen it has: 1) an up-only inflationary circulating supply diluting value to existing token holders as the foundation & VCs dump vested and staked bags 2) declining daily transactions 3) declining number of new users 4) declining MAU on chain Analytics courtesy of the chads at @artemis"  
[X Link](https://x.com/crypto_condom/status/1979011872142618913) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T02:29Z 125.9K followers, 42.9K engagements


"As opposed to promoting the scam that is @StoryProtocol Unpopular opinion: If someone discloses they promote/own a casino who cares Many times its less extractive than what some alt coin teams do. Casino founders like @KeyboardMonkey3 @noahdummett & @Razer_Rollbit show more integrity in supporting their projects than founders who cash out & exit 2months after their tokens vest"  
[X Link](https://x.com/crypto_condom/status/1979482560146137578) [@crypto_condom](/creator/x/crypto_condom) 2025-10-18T09:39Z 125.9K followers, 28.8K engagements


"Thats why its worth mentioning sir. Cindys post is incredibly misleading. Hyperliquid has no incentives you guy have some and others have a lot like aster and lighter. ALL lost users some more than others due to shitty product (aster) and no incentives/tvl off ramped from evm vs perps for hyperliquid"  
[X Link](https://x.com/crypto_condom/status/1979866285476397349) [@crypto_condom](/creator/x/crypto_condom) 2025-10-19T11:04Z 125.9K followers, XXX engagements


"Im a huge @aave fan but this is the dumbest take ive seen today.and ive seen a lot of dumb takes today"  
[X Link](https://x.com/crypto_condom/status/1977921049971875885) [@crypto_condom](/creator/x/crypto_condom) 2025-10-14T02:15Z 125.8K followers, 18.3K engagements


"Plasma trading like the future of France is a ln illiquid desert wasteland but feel free to express your point of view on $XPL by longing it or shorting"  
[X Link](https://x.com/crypto_condom/status/1975616981656273028) [@crypto_condom](/creator/x/crypto_condom) 2025-10-07T17:39Z 125.8K followers, 8106 engagements


"At XX% APY for $BNB staking rewards.with only a 24hr unstake.for god's sake its a no brainer if you have access to @binance"  
[X Link](https://x.com/crypto_condom/status/1976071006595973202) [@crypto_condom](/creator/x/crypto_condom) 2025-10-08T23:43Z 125.8K followers, 6772 engagements


"💀Group chats are looking at memes and "degen plays." ☢People calling $XPL and $ASTER "cheap" at 10b+ valuations. 🪦"Base szn" being called for the 10th time We are not early. Capital is moving down the risk curve into more illiquid and degenerate things while the very narrative of $BTC as a debasement trade fades in the face of $DXY's current strength"  
[X Link](https://x.com/crypto_condom/status/1976537100494225482) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T06:35Z 125.8K followers, 11K engagements


"@0xRavaillac @Carvana Do try to have an investment time frame longer than the lifespan of a gnat"  
[X Link](https://x.com/crypto_condom/status/1976654566788882436) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T14:22Z 125.8K followers, XXX engagements


"This guy is a scammer and a thief. Block him bc he's a fucking moron who doesnt understand ENA at all"  
[X Link](https://x.com/crypto_condom/status/1976826313001648387) [@crypto_condom](/creator/x/crypto_condom) 2025-10-11T01:44Z 125.8K followers, 20.3K engagements


"This was me. I had a large $BTC short from 121k that got deleveraged at 108.7kwhile $btc proceeded to nuke on @HyperliquidX to $101k. Deleveraging wasnt just for alts unfortunately. Fucked over a lot of DN and pair traders too. 💀"  
[X Link](https://x.com/crypto_condom/status/1976950565394694559) [@crypto_condom](/creator/x/crypto_condom) 2025-10-11T09:58Z 125.8K followers, 20.5K engagements


"@AIvortex9 Its illiquid. It recovered well"  
[X Link](https://x.com/crypto_condom/status/1977461627910803831) [@crypto_condom](/creator/x/crypto_condom) 2025-10-12T19:49Z 125.8K followers, 1185 engagements


"@sshxbt They had no comms until monday thats true. However there was NEVER any concern about socializing losses. Their financial statements made it clear they had sufficient long and short dated treasuries they could cover losses with 1:1 redemptions"  
[X Link](https://x.com/crypto_condom/status/1977549833734132111) [@crypto_condom](/creator/x/crypto_condom) 2025-10-13T01:39Z 125.8K followers, 2379 engagements


"👀 thought Id seen it all"  
[X Link](https://x.com/crypto_condom/status/1978506272862245145) [@crypto_condom](/creator/x/crypto_condom) 2025-10-15T17:00Z 125.8K followers, 11.1K engagements


"NGL. The state of Solana DATs is pretty grim atm. 💀Trading volume is in decline for the past month minimizing the possibility of ATM buys. ⚠Furthermore most $SOL DATs are trading well below mNAV with no free cash left on hand to deploy. Worth noting: Although $SOL ETF approval is a bullish narrative currently SOL staking ETFs to-date have had anemic volumes which do not outpace the rate of $SOL circulating supply inflation from network rewards and unvesting"  
[X Link](https://x.com/crypto_condom/status/1978604376647176503) [@crypto_condom](/creator/x/crypto_condom) 2025-10-15T23:30Z 125.8K followers, 23.1K engagements


"@yieldsearcher gun to the head do you think it will be a suck the air out type of event or tsunami liquidity cascade"  
[X Link](https://x.com/crypto_condom/status/1978834971927216129) [@crypto_condom](/creator/x/crypto_condom) 2025-10-16T14:46Z 125.8K followers, XXX engagements


"@Osint613 she is so fucking stupid"  
[X Link](https://x.com/crypto_condom/status/1978992061299786165) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T01:10Z 125.8K followers, XXX engagements


"Im not a bear for the end of q4 just the beginning. stress in the bond and credit markets a beginning to appear. labor deterioration is present in private data but wont be published publicly until after the shut down. Labor market weakness will exacerbate the credit weakness leading to risk off for the next couple weeks"  
[X Link](https://x.com/crypto_condom/status/1978994313389314178) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T01:19Z 125.8K followers, XXX engagements


"@atalantis7 @intern_cc interesting point. Please tabulate and look at 24hr price change and X day price change post listing"  
[X Link](https://x.com/crypto_condom/status/1978999428397535394) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T01:40Z 125.8K followers, XXX engagements


"@Doge_88 Wont happen fl needs their property tax income but its a good narrative"  
[X Link](https://x.com/crypto_condom/status/1978999551806591204) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T01:40Z 125.8K followers, XXX engagements


"Its going to be a rough day for meme stocks with no fundamentals"  
[X Link](https://x.com/crypto_condom/status/1979102923251409076) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T08:31Z 125.8K followers, 5596 engagements


"@IncomeSharks @Ashcryptoreal yes. literally just that"  
[X Link](https://x.com/crypto_condom/status/1979106748007915838) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T08:46Z 125.8K followers, 1501 engagements


"@drakeondigital yes as far as I can tell. Its an RFK trade so prob some deal or something we dont know about yet.but given volatility locking in my gains to spot"  
[X Link](https://x.com/crypto_condom/status/1979284053418226049) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T20:31Z 125.8K followers, XXX engagements


"One of the best pair trades in crypto the past month: Long $AAVE & Short $MKR Turns out $DAI is indeed going to die thx to the Maker team's incompetence regarding rebranding geoblocking DAI freezing and inflationary $SKY emissions"  
[X Link](https://x.com/crypto_condom/status/1829229053158543787) [@crypto_condom](/creator/x/crypto_condom) 2024-08-29T18:46Z 125.8K followers, 12.9K engagements


"By its own admission @aixbt_agent gets its data ONLY by scraping @X. It does not look on chain & it does not use outside sources. You can get scraping services for $XX & feed it into ChatGPT to give you a tweet. 🤖TLDR: Claiming $AIXBT will have substantial revenue or subscribers for that matter is EL not FA"  
[X Link](https://x.com/crypto_condom/status/1879264228424536527) [@crypto_condom](/creator/x/crypto_condom) 2025-01-14T20:28Z 125.8K followers, 117.2K engagements


"$FET down X% overnight on news of @oceanprotocol leaving the @ASI_Alliance . Rather than following the redemption protocol theyre making community token holders follow $FET appears to have been dumped on exchanges at a higher market cap than redemption will give. One again an example off how token holders have no legal or financial protection against teams profiting while the end user becomes exit liquidity. 🤮"  
[X Link](https://x.com/crypto_condom/status/1976247573053616617) [@crypto_condom](/creator/x/crypto_condom) 2025-10-09T11:25Z 125.8K followers, 37.2K engagements


"Mark my words. Someday soon the scariest chart in tradfi will be $cvna Subprime auto loans are about to find their contagion"  
[X Link](https://x.com/crypto_condom/status/1976694295794270380) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T17:00Z 125.8K followers, 8330 engagements


"33b in alt coin lev this morning 18b in alt coin lev this afternoon Nature is finally healing. This is HEALTHY finally. .dont go fuck it up for a bit aye"  
[X Link](https://x.com/crypto_condom/status/1976777119175950497) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T22:29Z 125.8K followers, 7509 engagements


"I see 1/2 ways forward toward a parabolic move from here in equities & crypto: 1Trump uses the gov shut down to force the Fed to issue a jumbo rate cut X Trump declares a "housing emergency" and privatizes Fannie Mae/Freddie Mac with removal of The Federal Home Loan Banks (FHLBs) advance ceilings creating a pseudo-QE via liquidity injection to markets (@realDonaldTrump is hinting at this in his post below) credit to people much smarter than I for these thoughts @Razultull y @Tom__Capital"  
[X Link](https://x.com/crypto_condom/status/1977115282905714761) [@crypto_condom](/creator/x/crypto_condom) 2025-10-11T20:53Z 125.8K followers, 20.4K engagements


"@MPelletierCIO subprime auto loans and auto ABS re-ratings are particularly a fly in the ointment"  
[X Link](https://x.com/crypto_condom/status/1977533447443791930) [@crypto_condom](/creator/x/crypto_condom) 2025-10-13T00:34Z 125.8K followers, XXX engagements


"A word of advice. If someone shills you "new mechanisms have been put in place to turn Olympus into an up-only machine" .RUN THE FUCK AWAY 💀 There is no such thing as "an up-only machine""  
[X Link](https://x.com/crypto_condom/status/1977566642638041186) [@crypto_condom](/creator/x/crypto_condom) 2025-10-13T02:46Z 125.8K followers, 21.8K engagements


"@hedgedhog7 that was @futureverse. they did hundreds of millions and then scammed"  
[X Link](https://x.com/crypto_condom/status/1977923403437777006) [@crypto_condom](/creator/x/crypto_condom) 2025-10-14T02:24Z 125.8K followers, 1988 engagements


"You want to know what isnt "high quality collateral" Subprime auto loans. Those ABS from @Carvana are goign to directly affect @Jefferies & @Ally 🎗When you think of subprime. Think shit"  
[X Link](https://x.com/crypto_condom/status/1978085491615367294) [@crypto_condom](/creator/x/crypto_condom) 2025-10-14T13:08Z 125.8K followers, 6081 engagements


"SBF stole $11b in customer funds. He showed willfull negligence securing customer cold storage funds. He bought luxury condos and private jets. He treated FTX as his personal piggybank with anti-liquidation measures for himself and his posse. He lied about solvency & corporate debt. He deserves jail. Pardoning SBF would make a mockery of our industry and support the idea that thievery and grift are rewarded"  
[X Link](https://x.com/crypto_condom/status/1978362749559140773) [@crypto_condom](/creator/x/crypto_condom) 2025-10-15T07:30Z 125.8K followers, 134.5K engagements


"@Arthur_0x you're getting emotional sir. try to remember our past Gox FTX and 3AC collapses were far more important. You forget the leverage flushes of old when btc would wick 40%"  
[X Link](https://x.com/crypto_condom/status/1979109784075805098) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T08:58Z 125.8K followers, 3761 engagements


"Aster 👉 Plasma 👉Monad (soon) How's that working out for you PvP guys"  
[X Link](https://x.com/crypto_condom/status/1979115620588241271) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T09:21Z 125.8K followers, 7445 engagements


"$DOLO is still sub 100m mc with .25b FDV. WLFI launch is 48hr away and @Dolomite_io is the BEST proxy + critical infrastructure to @worldlibertyfi People will soon YOLO bc they realize they dont own enough $DOLO as: 🦅the $WLFI points program swells Dolomite TVL 🦅DOLO is revealed to be the lend/borrow partner for WLFI rather than aave 🦅people realize they can create high yield CDPs for $USD1 on $DOLO"  
[X Link](https://x.com/crypto_condom/status/1961753599714976143) [@crypto_condom](/creator/x/crypto_condom) 2025-08-30T11:31Z 125.9K followers, 53K engagements


"I firmly believe $BNB is overextended and needs to correct. I'd personally full port again around $XXX. That said dont short gud coins with major catalysts coming up. Easier targets abound. A @cz_binance pardon & aBNB IPO are inevitable. Woe be to the pepe who is short when these events get announced"  
[X Link](https://x.com/crypto_condom/status/1976327309780029819) [@crypto_condom](/creator/x/crypto_condom) 2025-10-09T16:42Z 125.9K followers, 15.5K engagements


"Binance is down. Coinbase is down. @CoWSwap fille dmy bids at market when we wicked so fast they went BELOW order. Godly"  
[X Link](https://x.com/crypto_condom/status/1976767143929675829) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T21:49Z 125.9K followers, 16.6K engagements


"Im BACK baby. $BNB longs from $900s thanks to the god tier app that is @CoWSwap If you cant tell $BNB had the shallowest drawdown and has the fastest recovery"  
[X Link](https://x.com/crypto_condom/status/1976773767226642651) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T22:16Z 125.9K followers, 6257 engagements


"@dennis_qian @CoWSwap @DefinitiveFi its not on bsc which is where i was buying bnb"  
[X Link](https://x.com/crypto_condom/status/1976817406397104228) [@crypto_condom](/creator/x/crypto_condom) 2025-10-11T01:09Z 125.9K followers, 1768 engagements


"DXY down. Equities up. BTC down. My mentor had a saying: You cant make chicken salad out of chicken shit. ie: To cook it appears our coins may need to go lower"  
[X Link](https://x.com/crypto_condom/status/1978454654443778388) [@crypto_condom](/creator/x/crypto_condom) 2025-10-15T13:35Z 125.9K followers, 8636 engagements


"Thanks for all the fish"  
[X Link](https://x.com/crypto_condom/status/1978830568130248799) [@crypto_condom](/creator/x/crypto_condom) 2025-10-16T14:29Z 125.9K followers, 10.6K engagements


"Initiated a new HTF swing short position in @Carvana here at $XXX. Looking for more data from X major events to add to my puts: 1) Oct 28th 2025 earnings to assess free cash flow 2) Jan 2026 Ally deal renewal 3) Aug 15th 2026 Senior debt tranche No matter what way you cut it I find $CVNA fundamentals to be weak + sus with grave concerns regarding subprime/bank/cdo/rating agency/investor relationships. I do not believe their business can survive & I think the auto subprime market is uniquely susceptible rn due to the current First Brands & Tricolor fallout while sales are dropping amid"  
[X Link](https://x.com/crypto_condom/status/1976653188196409365) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T14:16Z 125.9K followers, 12K engagements


"@Tenkacrypto @Carvana bc i think their free cash flow is going to be a lot lower than expected which will act as a catalyst for downward price action"  
[X Link](https://x.com/crypto_condom/status/1976657761862852674) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T14:35Z 125.9K followers, XXX engagements


"Shorted $XXX. Ended the day $XXX. Its a start. My target is $XX $CVNA"  
[X Link](https://x.com/crypto_condom/status/1976746477503275179) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T20:27Z 125.9K followers, 6719 engagements


"Subprime auto loans are finally coming under scrutiny. First Brands & Tricolor have both filed for bankruptcy. 🚗$CVNA ABS are dog shit wrapped in cat piss. 😱OAS on auto ABS is ticking upward on @business Its only a matter of time before @Carvana collapses too. Its incestuous financial relationships are identical to @Enron by hiding debt via private founder owned entities. .and the CEO sold more stock on Thurs 10/9/25 @Citrini7 @agnostoxxx @lord_fed"  
[X Link](https://x.com/crypto_condom/status/1977181083180380579) [@crypto_condom](/creator/x/crypto_condom) 2025-10-12T01:14Z 125.9K followers, 9011 engagements


"The Subprime Auto loan + ABS market is about to come under greater scrutiny after the bankruptcies in Tricolor and First Brands. @Carvana's reputation for NINJA loans (No income No job) & incestuous accounting with its private founder owned subsidiary Drivetime will eventually bite it in the ass with: 🚘declining sales 🚘declining used car prices 🚘more delinquency spikes (61+ day at 3.93%)"  
[X Link](https://x.com/crypto_condom/status/1977323846756597870) [@crypto_condom](/creator/x/crypto_condom) 2025-10-12T10:41Z 125.9K followers, 17.1K engagements


"@QTRResearch go look at $ally if you really want bad financials. they underwrite the $cvna auto ABS which are rapidly being re-rated. If they dont renew their contract with carvana in jan it will be a massive black swan to $cvna itself"  
[X Link](https://x.com/crypto_condom/status/1977544642309877858) [@crypto_condom](/creator/x/crypto_condom) 2025-10-13T01:19Z 125.9K followers, XXX engagements


"Yep. X dates to watch for carvana: 1) Oct 28th 2025 earnings to assess free cash flow below 150m would be a "short your shorts" moment 2) Jan 2026 Ally deal renewal "black swan" if not renewed 3) Aug 15th 2026 Senior debt tranche due with insufficient revenue to cover this payment atm GL to us both 🤝"  
[X Link](https://x.com/crypto_condom/status/1977547554540736895) [@crypto_condom](/creator/x/crypto_condom) 2025-10-13T01:30Z 125.9K followers, XXX engagements


"IMO the best risk/return in the markets today is being long tech/bitcoin/commodities hedged by shorts in $CVNA & $IONQ. NFA"  
[X Link](https://x.com/crypto_condom/status/1977725150528188779) [@crypto_condom](/creator/x/crypto_condom) 2025-10-13T13:16Z 125.9K followers, 6831 engagements


"@MartinShkreli Carvana is an easier short. Quantum remains a meme for now and thus more irrational"  
[X Link](https://x.com/crypto_condom/status/1977923606970528080) [@crypto_condom](/creator/x/crypto_condom) 2025-10-14T02:25Z 125.9K followers, 2966 engagements


"@yieldsearcher Just wait until middle and lower america default on their subprime car loans. We didnt learn well enough in 2008 that subprime loans are subprime collateral when the economy is in duress"  
[X Link](https://x.com/crypto_condom/status/1978088511245779165) [@crypto_condom](/creator/x/crypto_condom) 2025-10-14T13:20Z 125.9K followers, XXX engagements


"Theres always a bull market somewhere. Converted my $MNMD calls from $XXXX to spot"  
[X Link](https://x.com/crypto_condom/status/1979277493522632862) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T20:05Z 125.9K followers, 6510 engagements


"@IncomeSharks Nance hasnt stopped selling all day"  
[X Link](https://x.com/crypto_condom/status/1979320672573886575) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T22:56Z 125.9K followers, 3026 engagements


"Someone didnt do their home work. @Tether_tos revenue per employee is reportedly $83m-$93m for 2024 based on an estimated XXX employees w/over $13-14 billion in profits. Sauce:"  
[X Link](https://x.com/crypto_condom/status/1979556807136649689) [@crypto_condom](/creator/x/crypto_condom) 2025-10-18T14:34Z 125.9K followers, 13.1K engagements


"Issa ok. Given your status as a ambassador for $drift I wouldnt expect you to be objective sir. TLDR : Saying rewards dont matter bc theyre small is no different than says crime doesnt matter bc its petty. Drift is Gud tech but your boss needs an education in statistics 🫡"  
[X Link](https://x.com/crypto_condom/status/1980002304263897310) [@crypto_condom](/creator/x/crypto_condom) 2025-10-19T20:05Z 125.9K followers, XXX engagements


"No one ever wants to hear that making the big money takes hard work and time. If you make X figures in your 20s youre an aberrancy. Youre SUPPOSED to be poor when youre young. Dont believe what you read on social media. Grind for it. Farm airdrops scan for alpha learn on chain analyticsand most importantly get a fucking job"  
[X Link](https://x.com/crypto_condom/status/1980011743020474709) [@crypto_condom](/creator/x/crypto_condom) 2025-10-19T20:42Z 125.9K followers, 50.1K engagements


"ALT OI BTC OI for the first time in X months since the Jan 2025 local top. Time to pay attention. @WClementeIII @cointradernik"  
[X Link](https://x.com/crypto_condom/status/1966837085731779020) [@crypto_condom](/creator/x/crypto_condom) 2025-09-13T12:11Z 125.9K followers, 288.1K engagements


"Moo for me baby. $BNB limit orders set on @CoWSwap on @BNBCHAIN"  
[X Link](https://x.com/crypto_condom/status/1976757593075826872) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T21:11Z 125.9K followers, 19.8K engagements


"I've talked many times about how goated the @CoWSwap team is.but I need to express my appreciation publicly. If you're not using @CoWSwap for limit orders you shouldnt be using a dex. Id set up a set of X limit orders and all of them filled far below the limits thanks to the market volatility.giving me goated $BNB entries in the $900s. Kraken bids didnt hit bc it was down. Coinbase down. Binance down. Fucking cowswap & its dexes worked. Motherfucking MOOOOOOO baby. 🙏"  
[X Link](https://x.com/crypto_condom/status/1976775312416379039) [@crypto_condom](/creator/x/crypto_condom) 2025-10-10T22:22Z 125.9K followers, 46.4K engagements


"Flavor of the week narrative driven memes/pvp tokens are likely dead or have topped. When market makers pulled their liquidity these things literally had no bids. $atom for example plus a lot of memes+gov tokens.Proof that only tokens with revenue or PMF will survive going forward or find a bid from institutional capital. "Alt szn" as we know it is dead. Going forward only stuff like $bnb $btc maybe $eth will likely get bids or new ATHs"  
[X Link](https://x.com/crypto_condom/status/1977074111554916455) [@crypto_condom](/creator/x/crypto_condom) 2025-10-11T18:09Z 125.9K followers, 32.4K engagements


"Ill be honest. It may not feel like it to most of you but alts have held up decently considering they were already sig devalued last friday. I would not expect that to remain true when BTC breaks $100k"  
[X Link](https://x.com/crypto_condom/status/1979133080859267561) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T10:31Z 125.9K followers, 19.6K engagements


"Only a matter of time that $CVNA gets caught in the subprime shitstorm. A tightening labor market will directly effect delinquency and default rates among their core consumer base"  
[X Link](https://x.com/crypto_condom/status/1979287847481020895) [@crypto_condom](/creator/x/crypto_condom) 2025-10-17T20:46Z 125.9K followers, 6475 engagements


"jfc. i want to cover my ears & gouge out my eyes"  
[X Link](https://x.com/crypto_condom/status/1979526201246130353) [@crypto_condom](/creator/x/crypto_condom) 2025-10-18T12:33Z 125.9K followers, 17.4K engagements


"@Arthur_0x Who knows Maybe Blackrock will buy some and itll suddenly seem more valuable 🤣"  
[X Link](https://x.com/crypto_condom/status/1979632901038952763) [@crypto_condom](/creator/x/crypto_condom) 2025-10-18T19:37Z 125.9K followers, 3054 engagements


"@gammichan @redonettii CCP literally just sold a massive amount of btc. Im afraid your logic is unlikely"  
[X Link](https://x.com/crypto_condom/status/1979794460050698327) [@crypto_condom](/creator/x/crypto_condom) 2025-10-19T06:19Z 125.9K followers, 1646 engagements


"@EvolveWeb3 4yr med school 6yr residency and X year fellowship mean i spent a large portion of my life training for my job. I want to keep doing it.just do it less. I work about X shifts a month to keep up credentialing and MOC privileges so its not bad. Id be bored retired at my age"  
[X Link](https://x.com/crypto_condom/status/1980050652488478942) [@crypto_condom](/creator/x/crypto_condom) 2025-10-19T23:17Z 125.9K followers, XXX engagements


"Linkies are getting extra stinky. Prob should check out @intern_cc's phenomenal breakdown of $LINK tech:"  
[X Link](https://x.com/crypto_condom/status/1980223062747599070) [@crypto_condom](/creator/x/crypto_condom) 2025-10-20T10:42Z 125.9K followers, 7928 engagements