# ![@deathcab Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2366685349.png) @deathcab Deathcab Capital

Deathcab Capital posts on X about bitcoin, inflation, money, fiat the most. They currently have [-----] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::2366685349/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2366685349/c:line/m:interactions.svg)

- [--] Week [-----] -57%
- [--] Month [-------] +174%
- [--] Months [---------] +187%
- [--] Year [---------] +49%

### Mentions: [--] [#](/creator/twitter::2366685349/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2366685349/c:line/m:posts_active.svg)

- [--] Month [--] -82%
- [--] Months [---] +221%
- [--] Year [---] +29%

### Followers: [-----] [#](/creator/twitter::2366685349/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2366685349/c:line/m:followers.svg)

- [--] Week [-----] -0.02%
- [--] Month [-----] +2.30%
- [--] Months [-----] +13%
- [--] Year [-----] +51%

### CreatorRank: [---------] [#](/creator/twitter::2366685349/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2366685349/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [us election](/list/us-election) 

**Social topic influence**
[bitcoin](/topic/bitcoin), [inflation](/topic/inflation), [money](/topic/money), [fiat](/topic/fiat), [debt](/topic/debt), [fed](/topic/fed), [ethereum](/topic/ethereum), [investment](/topic/investment), [gdp](/topic/gdp), [if you](/topic/if-you)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Bitvolt (VOLT)](/topic/bitvolt) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Strategy (MSTR)](/topic/$mstr) [Gambling.com Group Limited (GAMB)](/topic/gambling) [Dogecoin (DOGE)](/topic/doge) [Reserve (RSV)](/topic/reserve) [Solana (SOL)](/topic/solana) [CryptoKitties (cryptokitties)](/topic/cryptokitties)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@texasrunnerDFW @infraa_ https://x.com/deathcab/status/2007198670354297186s=20 For anyone still wondering why bitcoin has underperformed gold this cycle. Here it is. Bitcoin is viewed as a risk-on asset and it's driven by liquidity. We just came out of the longest period of deflation on record in the US. Low liquidity = risk off = up gold / down btc https://t.co/xYWJ1m86cx https://x.com/deathcab/status/2007198670354297186s=20 For anyone still wondering why bitcoin has underperformed gold this cycle. Here it is. Bitcoin is viewed as a risk-on asset and it's driven by liquidity. We just came"  
[X Link](https://x.com/deathcab/status/2016302718927700452)  2026-01-28T00:10Z [----] followers, [----] engagements


"@btcfeen each subsequent Ether bubble pops once supply (of goods & services thought to be rare) rises to meet demand (because those goods & services aren't actually rare) Cryptokitties ICO DeFI and now NFT Eventually the bubble runs out of dumber money. until the next "new craze.""  
[X Link](https://x.com/DeathCabToQE/status/1433223252860710913)  2021-09-02T00:20Z [----] followers, [--] engagements


"@TuurDemeester UK10Y also cratering"  
[X Link](https://x.com/DeathCabToQE/status/1573700623605940225)  2022-09-24T15:47Z [----] followers, [--] engagements


"UK 10Y bond are an absolute bloodbath"  
[X Link](https://x.com/DeathCabToQE/status/1574376559607160834)  2022-09-26T12:33Z [----] followers, [--] engagements


"this can't be allowed to continue much longer the pivot is coming sooner than later UK10y Gilts are off the CHAIN"  
[X Link](https://x.com/DeathCabToQE/status/1574444044452827138)  2022-09-26T17:01Z [----] followers, [--] engagements


"First Republic Bank next #FRC"  
[X Link](https://x.com/DeathCabToQE/status/1635274227665485834)  2023-03-13T13:38Z [----] followers, [---] engagements


"Theyre not alone. Western alliance bank #WAL $WAL"  
[X Link](https://x.com/DeathCabToQE/status/1635276854121885699)  2023-03-13T13:49Z [----] followers, [---] engagements


"@stackhodler [--] years from AGI is an actual joke People claiming this make me want to call a local top in the AI market"  
[X Link](https://x.com/DeathCabToQE/status/1730595074134675660)  2023-12-01T14:29Z [----] followers, [----] engagements


"Just like that the value of the Egyptian pound is cut in half. Every person in Egypt lost half the value of their savings overnight and they say bitcoin is too volatile"  
[X Link](https://x.com/DeathCabToQE/status/1765356008300302361)  2024-03-06T12:37Z [----] followers, [----] engagements


"A hidden bitcoin correlation seems to have formed. Thought to be largely uncorrelated to classical markets and metrics it seems a strong correlation with US base money has developed since the [----] bull cycle. US Base = Physical USD cash + bank reserves ($5.65tn at present) In hindsight It makes logical sense that the ebb and flow of liquid cash in the economy might parallel some flows into and out of bitcoin. But these two appear to almost be in lock step for now. And right on the eve of a new Fed easing cycle"  
[X Link](https://x.com/DeathCabToQE/status/1831354183716372955)  2024-09-04T15:30Z [----] followers, [----] engagements


"@NorthmanTrader It's almost like it's all printed money. Also 'market cap' isn't a real number. That '$29tn' can vanish in the blink of an eye"  
[X Link](https://x.com/DeathCabToQE/status/1831421398419648665)  2024-09-04T19:57Z [----] followers, [----] engagements


"Bitcoin has added $800bn to it's market cap since previous cycle peak. Crypto market cap is down $164bn over the same period. Alt season trend looks cooked"  
[X Link](https://x.com/deathcab/status/1884723935041757649)  2025-01-29T22:02Z [----] followers, [---] engagements


"Huge fan of the UK Blade-runners. but as an experienced Systems Architect I feel obligated to say most of them are going about it all wrong. ****THE FOLLOWING IS FOR EDUCATIONAL / ENTERTAINMENT PURPOSES ONLY**** The so called "ULEZ Cameras" are actually the Siemens Sicore II ANPR camera system. Obviously these have been hugely unpopular in the UK as fees upwards of [---] are charged to drivers whose cars do not meet the required emissions standards. .borderline tyrannical government overreach. As such freedom minded individuals across the country have been continually disabling the camera"  
[X Link](https://x.com/DeathCabToQE/status/1889083189345275945)  2025-02-10T22:45Z [----] followers, [---] engagements


"Late night chart action. This is what it looks like when GDP 'growth' is being paid for with fiscal deficits. If it feels like we're in a recession that's probably because we would be if the government didn't inject $7tn of debt causing the largest spike in US money supply ever. . and the inflation that followed"  
[X Link](https://x.com/DeathCabToQE/status/1889581712235176399)  2025-02-12T07:46Z [----] followers, [---] engagements


"Short selling works because a lot of corporate assets are intangible and equity price can be subject to short term narratives. Placing a hard tangible asset like Bitcoin on the balance sheet can stop short sellers in their tracks changing the narrative and increasing short risk to the point that its no longer a viable strategy"  
[X Link](https://x.com/DeathCabToQE/status/1889829985503887755)  2025-02-13T00:12Z [----] followers, [---] engagements


"Gartner Hype Cycle for 'AI' tech"  
[X Link](https://x.com/DeathCabToQE/status/1889880715736785366)  2025-02-13T03:34Z [----] followers, [---] engagements


"Please give this account to someone who can make better use of it. Actually assisting in spreading the message of Bitcoin and how it can help real people protect their hard earned savings and prepare them for a future where fiat currencies can no longer be depended on. The constant tweets about price are such sub-par messaging about what bitcoin really means"  
[X Link](https://x.com/DeathCabToQE/status/1889893218357035270)  2025-02-13T04:23Z [----] followers, [---] engagements


"@tyler The current health care establishment has done such a poor job of maintaining Americans health I'm pretty sure a fried potato could do a better job. Who in the actual fuck is she owned by"  
[X Link](https://x.com/DeathCabToQE/status/1889894348680208561)  2025-02-13T04:28Z [----] followers, [---] engagements


"@ProofofWork18 @truflation USM2 money supply"  
[X Link](https://x.com/DeathCabToQE/status/1890552183684247760)  2025-02-15T00:02Z [----] followers, [----] engagements


"The deeper you dig the clearer the manipulation becomes. Rent rose 4.2% nationwide in [----]. So the Fed lowers it's CPI weight by 3.5% in the first month of [----]. I guess when they say inflation is 'under control' they mean it literally"  
[X Link](https://x.com/DeathCabToQE/status/1890659835059798188)  2025-02-15T07:10Z [----] followers, [----] engagements


"@HodlMagoo @Rare_apepe Is this the part where you claim your obviously disproven thesis was just a joke all along to save face"  
[X Link](https://x.com/deathcab/status/1907824780700442824)  2025-04-03T15:57Z [----] followers, [--] engagements


"Bitcoin is following Gold up while the Dollar dumps and that is a powerful statement"  
[X Link](https://x.com/DeathCabToQE/status/1914171537285935541)  2025-04-21T04:17Z [----] followers, [---] engagements


"$2tn became $1tn $1tn became $175bn $175bn becomes $9bn actual costs cut. Say it with me. You can't fix government spending from within the government. White House to seek just $9B in spending cuts from Congress out of $175B in claimed savings found by Musks DOGE Bloomberg White House to seek just $9B in spending cuts from Congress out of $175B in claimed savings found by Musks DOGE Bloomberg"  
[X Link](https://x.com/DeathCabToQE/status/1927976090414284876)  2025-05-29T06:31Z [----] followers, [---] engagements


"@peruvian_bull Well if we were beating inflation it should be over $50tn I guess we have our answer"  
[X Link](https://x.com/DeathCabToQE/status/1928115568441188597)  2025-05-29T15:45Z [----] followers, [---] engagements


"@docstacks Its also leading up to dividend payments Might drop to par afterwards"  
[X Link](https://x.com/deathcab/status/1930264251404279928)  2025-06-04T14:03Z [----] followers, [--] engagements


"@peruvian_bull USM2 peaked around 25% during the covid print and stayed there for two years. Actual dollar value was almost cut in half the last [--] years. One simple chart depicts why the CPI lie will never end. The govt corporations the financial system cannot admit that the official CPI metric does not accurately calculate inflation. If they did total faith would be lost in the US Dollar. In nominal terms US median housing https://t.co/PeD6nUnRGE One simple chart depicts why the CPI lie will never end. The govt corporations the financial system cannot admit that the official CPI metric does"  
[X Link](https://x.com/DeathCabToQE/status/1942626220115730480)  2025-07-08T16:45Z [----] followers, [----] engagements


"@WhalePanda I feel you. USM2 is most accurate inflation adjuster imo. CPI is horseshit"  
[X Link](https://x.com/DeathCabToQE/status/1947501592053227745)  2025-07-22T03:38Z [----] followers, [---] engagements


"Equities aren't rising the Dollar is declining. Here's Netflix going parabolic since 22' even though every person with eyes knows the content has gone to shit and earnings are essentially pacing inflation. It's all Kabuki"  
[X Link](https://x.com/deathcab/status/1948428869393879527)  2025-07-24T17:03Z [----] followers, [---] engagements


"The US govt printed $6.29t in response to Covid. They only managed to claw back about $1.05t before printing continued. We now have new all time highs in money supply on a weekly basis again. Raising rates did absolutely nothing"  
[X Link](https://x.com/DeathCabToQE/status/1956105743905534444)  2025-08-14T21:28Z [----] followers, [---] engagements


"@caprioleio You've reached [----] qbits do not pass go proceed directly to 1m qbits lmao. Ok influencer"  
[X Link](https://x.com/deathcab/status/1972521100962881863)  2025-09-29T04:37Z [----] followers, [---] engagements


"In [----] MSTR was buying 20k btc per month. Not so much lately. It seems obvious that the Bitcoin treasury play is slowing. Shareholders are only willing to be diluted if share price is increasing. MSTR realized this and set limits. The preferred ATMs total AUM will raise less than two weeks of avg dilution capital. It seems obvious that the Bitcoin treasury play is slowing. Shareholders are only willing to be diluted if share price is increasing. MSTR realized this and set limits. The preferred ATMs total AUM will raise less than two weeks of avg dilution capital"  
[X Link](https://x.com/DeathCabToQE/status/1972642911650193595)  2025-09-29T12:41Z [----] followers, [---] engagements


"@e01_9 Assets can be measured by whatever denominator you prefer. Gold or USM2 would be my preference"  
[X Link](https://x.com/DeathCabToQE/status/1974494665429651706)  2025-10-04T15:19Z [----] followers, [--] engagements


"When people get spooked they buy cash When the cash is melting and people get spooked they buy Gold When people get de-spooked they buy equities and bitcoin Patiently waiting for the de-spooking"  
[X Link](https://x.com/DeathCabToQE/status/1979353605317759225)  2025-10-18T01:07Z [----] followers, [---] engagements


"- Shills bitcoin treasuries to everyone on the planet - Treasuries plummet - Gaslights followers with bond market whataboutisms Make a habit of unfollowing grifters"  
[X Link](https://x.com/DeathCabToQE/status/1979525245112357123)  2025-10-18T12:29Z [----] followers, [---] engagements


"Your thesis is risk-on assets perform poorly during recessionary periods A lot of words for a simple conclusion. You seem to ignore some basic stuff though. - Btc drawdowns appear to be lessening over time not expanding. - No recession has printed nor is likely to print. - Currency debasement continues in earnest and hard assets are desirable in such an environment - Bitcoin is in the process of being adopted by institutions who don't trade like retail. - Retail euphoria is no where to be seen this cycle - Recessions usually incentivize cash positions but cash is melting and the market is"  
[X Link](https://x.com/DeathCabToQE/status/1979658577653415976)  2025-10-18T21:19Z [----] followers, [--] engagements


"Bitcoiners understand gold. Gold bugs do not understand Bitcoin. They can confiscate your #Bitcoin Because they know EXACTLY who you are and EVERY transaction youve ever made. PROBABLY THE MOST EASILY CONFISCATED ASSET IN HISTORY 😂 They can confiscate your #Bitcoin Because they know EXACTLY who you are and EVERY transaction youve ever made. PROBABLY THE MOST EASILY CONFISCATED ASSET IN HISTORY 😂"  
[X Link](https://x.com/DeathCabToQE/status/1979952641959698522)  2025-10-19T16:47Z [----] followers, [---] engagements


"The repo facility is now empty. Which means no bank reserves are left to prop up the bond market all powder has been deployed. The only bond buyer left is the Fed itself. Will they start injecting liquidity before the system cracks or after"  
[X Link](https://x.com/DeathCabToQE/status/1980003333138981177)  2025-10-19T20:09Z [----] followers, [----] engagements


"Imagine being bearish on Bitcoin when the government is printing $2tn a year and the Fed is about to restart QE. The Bitcoin 4-year cycle has been on pause and we're only just pressing play. It's not a coincidence that the only cycle to not make significant new highs in real terms has taken place during the only contraction in US money supply on record. That contraction is now over. https://t.co/CDBzHpuvrC The Bitcoin 4-year cycle has been on pause and we're only just pressing play. It's not a coincidence that the only cycle to not make significant new highs in real terms has taken place"  
[X Link](https://x.com/DeathCabToQE/status/1980174141706977680)  2025-10-20T07:27Z [----] followers, [---] engagements


"@ElliotGaray https://accountinginsights.org/what-is-a-net-account-in-accounting-and-finance/ https://accountinginsights.org/what-is-a-net-account-in-accounting-and-finance/"  
[X Link](https://x.com/DeathCabToQE/status/1980319700325396717)  2025-10-20T17:06Z [----] followers, [--] engagements


"Ive been in bitcoin for [--] years and I still dont know what people use Ethereum for besides gambling"  
[X Link](https://x.com/DeathCabToQE/status/1980324893528084540)  2025-10-20T17:27Z [----] followers, [----] engagements


"@texasrunnerDFW Use M2 money supply (year/year) if you want to understand the real level of inflation"  
[X Link](https://x.com/DeathCabToQE/status/1980345787348578397)  2025-10-20T18:50Z [----] followers, [---] engagements


"You'd think real estate agents would understand how inflation mortgage rates and wages play into housing affordability. Then you remember many of them are just retired grade school teachers. In most areas starter homes no longer exist"  
[X Link](https://x.com/DeathCabToQE/status/1980427985980371173)  2025-10-21T00:16Z [----] followers, [--] engagements


"Its a problem that the world views this guy as a technologist. In reality hes a techno-marketer that loves spreading FUD. Signal has never been decentralized nor does that matter. End to end encryption could pass through NSA servers and still be secure"  
[X Link](https://x.com/DeathCabToQE/status/1980455982603149682)  2025-10-21T02:07Z [----] followers, [---] engagements


"@Bitcoin AWS isn't the only WS"  
[X Link](https://x.com/DeathCabToQE/status/1980486414702915816)  2025-10-21T04:08Z [----] followers, [----] engagements


"Fed balance sheet / SPX is the wrong correlation. US money supply / SPX is the correct one. .for now Who remembers those Fed balance sheet / S&P [---] charts You don't see those so much any more https://t.co/MbvGoRiUPP Who remembers those Fed balance sheet / S&P [---] charts You don't see those so much any more https://t.co/MbvGoRiUPP"  
[X Link](https://x.com/DeathCabToQE/status/1980674477764628954)  2025-10-21T16:36Z [----] followers, [---] engagements


"@AnonCryptoGuy2 Hard assets are scarce assets. As long as btc remains scarce it will be hard"  
[X Link](https://x.com/DeathCabToQE/status/1980674668916011453)  2025-10-21T16:36Z [----] followers, [--] engagements


"@AnonCryptoGuy2 Supermajority"  
[X Link](https://x.com/DeathCabToQE/status/1980676470314860780)  2025-10-21T16:44Z [----] followers, [--] engagements


"Appears to be some rotation from Gold into Bitcoin but also into cash"  
[X Link](https://x.com/DeathCabToQE/status/1980683450731622524)  2025-10-21T17:11Z [----] followers, [---] engagements


"@black58167 If the point of congress is to not pass laws they should have put the majority requirement for new regulation at 90% of the vote instead of 51%"  
[X Link](https://x.com/DeathCabToQE/status/1980702659616104895)  2025-10-21T18:28Z [----] followers, [--] engagements


"You ever notice how manufactured existential threats always seem to be "five years away." - Global nuclear war - Climate apocalypse - AI takeover - Quantum breaking encryption Five years is a perfect amount of time to get fear engagement without the risk of being proven wrong. 🚨 JUST IN: Google unveils major quantum computing breakthrough Its new algorithm is running [-----] faster than worlds best supercomputer Google says this clears the path for useful applications of quantum technology within [--] years Bitcoin has to stay ahead of this. https://t.co/aJOsGzv8oD 🚨 JUST IN: Google unveils"  
[X Link](https://x.com/DeathCabToQE/status/1981068055519383855)  2025-10-22T18:40Z [----] followers, [----] engagements


"@eric_lombrozo I was referring to Signal not Bitcoin"  
[X Link](https://x.com/DeathCabToQE/status/1981131639133786345)  2025-10-22T22:52Z [----] followers, [--] engagements


"Quantum is an influencer disease. That's how you know it's not real. Quantum computing is basically the climate change of Bitcoin. Plenty of idiots who deny it because they cant possibly grasp the amorphous or the astronomical and plenty of scientists that understand it yet have no socially compelling solutions to offer. We need Bitcoin Greta. Quantum computing is basically the climate change of Bitcoin. Plenty of idiots who deny it because they cant possibly grasp the amorphous or the astronomical and plenty of scientists that understand it yet have no socially compelling solutions to offer."  
[X Link](https://x.com/DeathCabToQE/status/1981182884481241089)  2025-10-23T02:16Z [----] followers, [---] engagements


"@CryptosR_Us Just like all the other predatory bitcoin lending products it will have a high APR and force you to trust a custodian with your bitcoin. These products are made for people with bad credit who don't understand finance"  
[X Link](https://x.com/DeathCabToQE/status/1981500706486952417)  2025-10-23T23:19Z [----] followers, [----] engagements


"@samjones1337 @CryptosR_Us Bingo. Only makes sense for ppl with terrible credit scores"  
[X Link](https://x.com/DeathCabToQE/status/1981579850386190585)  2025-10-24T04:33Z [----] followers, [--] engagements


"Quantum risks to bitcoin are way overplayed. The tech needs 100x more qbits to be a threat and it's not proven that quantum scales exponentially. It's taken [--] years to go from [--] to 24-qbits. The claim that we'll go from [--] to [----] in [--] years is silly"  
[X Link](https://x.com/DeathCabToQE/status/1981810931429781921)  2025-10-24T19:52Z [----] followers, [---] engagements


"If silver was a hedge for inflation it should be over $200 right now. It's ironic that the silver bugs don't understand real value"  
[X Link](https://x.com/DeathCabToQE/status/1982213256526606368)  2025-10-25T22:30Z [----] followers, [---] engagements


"@AdamBLiv TLDR; Influencer click bait will always lead you astray. This is tax deferral not tax free. Slightly different than a 401k. Not very exciting"  
[X Link](https://x.com/DeathCabToQE/status/1983642015569977464)  2025-10-29T21:08Z [----] followers, [---] engagements


"@TheBTCTherapist Seems like every bitcoin influencer is on to the next big mistruth"  
[X Link](https://x.com/DeathCabToQE/status/1983668682753753454)  2025-10-29T22:54Z [----] followers, [---] engagements


"Influencers remain the greatest threat to bitcoin that no one will ever talk about. Half truths watered down messaging outright lies for engagement. Farming out thinking to these people is why the mainstream is always wrong"  
[X Link](https://x.com/DeathCabToQE/status/1983670002005033002)  2025-10-29T22:59Z [----] followers, [---] engagements


"Strategies STRC product is not "tax-free" it's tax deferred. Similar to a 401k but via different means. Example; - You own $1m of STRC - The dividend yield is 10% - You receive $100k each year in dividends - You do not have to pay up front tax on these dividends as they are a 'return of capital' not proceeds. - After [--] years you have made $1m in dividends and your cost basis is now $0 - All your capital has been "returned." - You will now be charged cap gains on future dividend payments - You will also be charged cap gains on a sale of STRC with a cost basis of zero. - If you sell the entire"  
[X Link](https://x.com/deathcab/status/1983771355020444129)  2025-10-30T05:42Z [----] followers, 71.1K engagements


"The pros of this strategy; - If you think inflation will remain high you get to earn yield in todays dollars and pay tax in tomorrows (weaker) dollars. - You can reinvest the entire yield today helping to offset tax requirements when the capital is fully returned. The cons; - You will get hit with a large tax bill all at once and you need to plan for that. - STRC does not pay a static 10% yield it is variable. Two years from now it might drop to %5 or lower at which point you won't be beating the real rate of inflation. And you'll still have a large tax bill on top of that. - No investment is"  
[X Link](https://x.com/DeathCabToQE/status/1983776430325465168)  2025-10-30T06:02Z [----] followers, [----] engagements


"@Bitfinexed You're still around Have you ever been right about anything"  
[X Link](https://x.com/deathcab/status/1983968445181120615)  2025-10-30T18:45Z [----] followers, [---] engagements


"They'll blame anything but themselves - AI didn't give corporations the keys to the kingdom - AI didn't pump $7tn into the economy then try to take it back - AI didn't incentivize the financialization of everything - AI didn't destroy the middle class"  
[X Link](https://x.com/DeathCabToQE/status/1984317981753491528)  2025-10-31T17:54Z [----] followers, [---] engagements


"Correlation is not causation but gaslighting seems to be systemic. [--]. Manufacture fake "growth" with debt [--]. Artificially pump markets [--]. Let real economy wither [--]. Blame popular delusion for economic contraction Fed playbook 101"  
[X Link](https://x.com/DeathCabToQE/status/1985063240569590103)  2025-11-02T19:15Z [----] followers, [---] engagements


"Bubbles exist in free markets. Bubbles in centrally planned markets are 1000x bigger and pose a risk to the entire financial system"  
[X Link](https://x.com/DeathCabToQE/status/1985072656735928778)  2025-11-02T19:52Z [----] followers, [---] engagements


"Divide your portfolio gains by gold or M2 money supply. If your gains turn to losses you arent making money in real terms. No idea how long it will take the market to figure this out"  
[X Link](https://x.com/DeathCabToQE/status/1985408617336484070)  2025-11-03T18:07Z [----] followers, [---] engagements


"We've been saying this for months while your favorite crypto account is blaming 'paper bitcoin.' Folks are only just coming around to the idea that existing BTC holders are the primary source of sell-side pressure. Chart shows current 30-day sell-side pressure 🟠 is $34B/month No the coins are not rotating into ETFs 🟢 nor are TCos big buyers🟣. Neither is large enough. https://t.co/Jya21CVN3r Folks are only just coming around to the idea that existing BTC holders are the primary source of sell-side pressure. Chart shows current 30-day sell-side pressure 🟠 is $34B/month No the coins are not"  
[X Link](https://x.com/DeathCabToQE/status/1985432387073794485)  2025-11-03T19:42Z [----] followers, [----] engagements


"@BarrySilbert Scams pumping scams has been the paradigm for cryptos entire life span"  
[X Link](https://x.com/DeathCabToQE/status/1985732971979293116)  2025-11-04T15:36Z [----] followers, [---] engagements


"The four year bitcoin cycle is dead the market just hasn't realized it yet. How many posts have you seen about ETF weekly inflows being more than X months of mined bitcoin And yet they missed the point. Mining supply is now a rounding error. Liquidity is all that matters. Currently OG sellers are outweighing demand in a low liquidity environment. The fact that price has held up this well against such a huge amount of hodler selling tells you everything you need to know. Just wait till the cash starts flowing"  
[X Link](https://x.com/DeathCabToQE/status/1985764366944276745)  2025-11-04T17:41Z [----] followers, [---] engagements


"@caprioleio - [--] months late to the treasury slow down - doesnt understand on chain selling - gaslights that it must be quantum breaking bitcoin 99% noise to signal from this guy"  
[X Link](https://x.com/DeathCabToQE/status/1985878618732429414)  2025-11-05T01:15Z [----] followers, [----] engagements


"Bitcoin drops a few grand. "must be quantum." You don't hate influencers enough"  
[X Link](https://x.com/DeathCabToQE/status/1985883287286419939)  2025-11-05T01:34Z [----] followers, [---] engagements


"Seems like the reverse flywheel for bitcoin treasury companies is starting. It was; Dilute shareholders to buy bitcoin Now its; Sell Bitcoin to save share price"  
[X Link](https://x.com/DeathCabToQE/status/1986092144096956479)  2025-11-05T15:24Z [----] followers, [---] engagements


"No other asset on planet earth has insight into capital flows like bitcoin does. Its just a function of the on-chain visibility. And yet the mainstream consistently misreads this data to paint false narratives"  
[X Link](https://x.com/DeathCabToQE/status/1986123339824336958)  2025-11-05T17:27Z [----] followers, [---] engagements


"Equities near all time highs. Consumer sentiment at the [----] crisis lows. Those with assets thrive. Those without starve"  
[X Link](https://x.com/DeathCabToQE/status/1986892425948729360)  2025-11-07T20:24Z [----] followers, [----] engagements


"Were not in a recession BECAUSE both parties are handing out helicopter money Thats the point of stimulus print fake growth"  
[X Link](https://x.com/DeathCabToQE/status/1987587990072307994)  2025-11-09T18:27Z [----] followers, [---] engagements


"Deficit spending is propping up market valuations. When the government 'shuts down' the printing continues but the spending temporarily stops. Pretty obvious that risk assets should correct. The treasury general account is now at it's highest levels since [----]. When the government turns back on billions will flow out of the TGA into the economy"  
[X Link](https://x.com/DeathCabToQE/status/1987602942803787840)  2025-11-09T19:27Z [----] followers, [---] engagements


"Yah the 50-year mortgage is a sign of an unhealthy housing market. Its also an opportunity to take advantage of banks foolish enough to believe CPI is the real rate of inflation. Take the deal. Invest the difference in bitcoin. They charge you 4% APR. You earn 30% CAGR"  
[X Link](https://x.com/DeathCabToQE/status/1987947548791755217)  2025-11-10T18:16Z [----] followers, [---] engagements


"@texasrunnerDFW Nice observation but its phrased like there is another option. Standard of living is not a choice its dictated by economic factors. High levels of inflation raise prices and lower quality of life. Credit markets react to this"  
[X Link](https://x.com/DeathCabToQE/status/1988276506284757275)  2025-11-11T16:03Z [----] followers, [---] engagements


"I dont know who still needs to hear this but if you set up single sig storage correctly no one on planet earth can take your bitcoin unless you give it to them"  
[X Link](https://x.com/DeathCabToQE/status/1988446991823851736)  2025-11-12T03:21Z [----] followers, [---] engagements


"Strange that politicians are giving themselves 20% raises when inflation is only 3%"  
[X Link](https://x.com/DeathCabToQE/status/1989018800407154988)  2025-11-13T17:13Z [----] followers, [---] engagements


"When theres blood in the street buy bitcoin"  
[X Link](https://x.com/DeathCabToQE/status/1989357096949973054)  2025-11-14T15:37Z [----] followers, [--] engagements


"Keep it coming. 😂"  
[X Link](https://x.com/DeathCabToQE/status/1989740174830703004)  2025-11-15T16:59Z [----] followers, [---] engagements


"@LawrenceLepard Optionality is valuable but cash wasn't melting in [----]. When they can endlessly print trillions of "growth" into the system we have to ask ourselves why would there be a crash Sitting in cash might be sitting on the sidelines as assets inflate away to infinity"  
[X Link](https://x.com/DeathCabToQE/status/1990137871706001590)  2025-11-16T19:20Z [----] followers, 12.6K engagements


"I think its natural to consider a cash position during a temporary glut of macro liquidity. But we have to ask ourselves has anything fundamentally changed - Can the treasury sustain 10y yield above 5% No. - Is there any political appetite to balance the fiscal budget No. - Can govt survive the decrease in tax receipts stemming from a 50% correction in equities No. - Can the Fed keep unemployment low if equities crash No - Can the fiscal and monetary printing continue while gaslighting the population on the real rate of inflation Yes. Water always flows down the easiest path"  
[X Link](https://x.com/DeathCabToQE/status/1990142100646826088)  2025-11-16T19:37Z [----] followers, [----] engagements


"Put simply no politician will get elected on a platform of austerity when the average American cant pay their bills. Inflation is like a virus. Once it hits critical mass it will spread through the entire system until every entity is infected and builds natural immunity"  
[X Link](https://x.com/DeathCabToQE/status/1990145531167809717)  2025-11-16T19:50Z [----] followers, [---] engagements


"@w_s_bitcoin It's like a virus competing with a stronger more infectious version. The more capable strain will always win out"  
[X Link](https://x.com/DeathCabToQE/status/1990146138452750619)  2025-11-16T19:53Z [----] followers, [---] engagements


"@matteopelleg @LawrenceLepard As long as they can hide the true rate of inflation. Once people finally catch on itll be a currency run"  
[X Link](https://x.com/DeathCabToQE/status/1990193929740755349)  2025-11-16T23:03Z [----] followers, [--] engagements


"Calling bitcoin a ponzi is so [----]. Add it to the FUD pile"  
[X Link](https://x.com/DeathCabToQE/status/1990455854823321686)  2025-11-17T16:23Z [----] followers, [---] engagements


"I have a feeling this bitcoin correction will look a lot more like consolidation than panic selling"  
[X Link](https://x.com/DeathCabToQE/status/1990505008098640020)  2025-11-17T19:39Z [----] followers, [---] engagements


"Daily RSI is officially oversold and the 4hr is diverging. Personally I want to see a quick dump around $89k to wash out the levered longs into a v-bottom relief rally"  
[X Link](https://x.com/DeathCabToQE/status/1990506333213245552)  2025-11-17T19:44Z [----] followers, [---] engagements


"The transition from capital raise via dilution to capital raise via preferred's is heating up. There was always going to be a correction period as the market adjusts to this imo. By slowing down common dilution MSTR is signaling to the market that theres a limit to this method of capital raise across the entire treasury space. Some btc down / sideways seems reasonable as the market adjusts to this info. By slowing down common dilution MSTR is signaling to the market that theres a limit to this method of capital raise across the entire treasury space. Some btc down / sideways seems reasonable"  
[X Link](https://x.com/DeathCabToQE/status/1990511367649165640)  2025-11-17T20:04Z [----] followers, [---] engagements


"Despite the bitcoin selloff treasury companies are still increasing their positions. No forced selling yet across any of the majors"  
[X Link](https://x.com/DeathCabToQE/status/1990658432647467140)  2025-11-18T05:48Z [----] followers, [---] engagements


"Its pretty simple; more people are selling than buying"  
[X Link](https://x.com/DeathCabToQE/status/1990832414784889232)  2025-11-18T17:20Z [----] followers, [---] engagements


"Context people context"  
[X Link](https://x.com/DeathCabToQE/status/1991210361215676816)  2025-11-19T18:21Z [----] followers, [---] engagements


"Maybe it's just me or the fact that I've been through like five bitcoin cycles at this point point but. Generally when the bears are gloating all over social media it's a good time to look up not down"  
[X Link](https://x.com/DeathCabToQE/status/1991212002555920728)  2025-11-19T18:28Z [----] followers, [--] engagements


"Because Wall Street knows the "growth" is funny money being passed between the pockets of unprofitable AI firms and eventually the spigot will be turned off when they can't lever the debt any further. This was the 13th straight revenue beat for Nvidia. Wall Street has underestimated its growth every single quarter for over [--] years now. This was the 13th straight revenue beat for Nvidia. Wall Street has underestimated its growth every single quarter for over [--] years now"  
[X Link](https://x.com/DeathCabToQE/status/1991273890174083073)  2025-11-19T22:34Z [----] followers, [---] engagements


"Bitcoins weekly RSI is at a level historically reserved for the bottom of bear market cycles yet we're only 30% off the highs. Might be the fastest wash out in btc history"  
[X Link](https://x.com/DeathCabToQE/status/1991625818016215456)  2025-11-20T21:52Z [----] followers, 29.2K engagements


"To me this is more evidence of different mechanics at play relative to prior bitcoin cycles. And no I'm not referring to the euphoric calls for a "new paradigm" you often hear at cycles tops. Rather a fundamental shift away from retail FOMO dynamics to a lower volatility more structural framework derived from institutional thesis-based trading. If correct this new paradigm will continue to play out with more metered price action on the high and low sides"  
[X Link](https://x.com/DeathCabToQE/status/1991632976443265067)  2025-11-20T22:21Z [----] followers, [----] engagements


"We just went through the longest period of US monetary deflation on record. That has an effect on assets with high correlations to liquidity. [--] year chart is horrific. Why would you hold through 80% drawdowns when you can outperform it with stocks. https://t.co/5wKxwO7mN9 [--] year chart is horrific. Why would you hold through 80% drawdowns when you can outperform it with stocks. https://t.co/5wKxwO7mN9"  
[X Link](https://x.com/DeathCabToQE/status/1991890648249876923)  2025-11-21T15:25Z [----] followers, [---] engagements


"@HedgieMarkets Bitcoin has always been the canary in the coal mine for liquidity in the financial system. I don't see any reason for this to change now. It's not an "inflation hedge" by classical terms"  
[X Link](https://x.com/DeathCabToQE/status/1991915739910131943)  2025-11-21T17:04Z [----] followers, [---] engagements


"Bitcoin is a global liquidity hedge with a monkey on it's back. The liquidity that drives price appreciation is the same liquidity OG's needed to offload 100k's of bitcoin held from 3-figure prices. But the whales can only sell once and the liquidity isn't going to stop"  
[X Link](https://x.com/DeathCabToQE/status/1991952953255903734)  2025-11-21T19:32Z [----] followers, [---] engagements


"Have JPMorgan analysts ever been right about a market call Pretty sure they're just a propaganda machine for the trading desk"  
[X Link](https://x.com/DeathCabToQE/status/1991970234656551180)  2025-11-21T20:41Z [----] followers, [---] engagements


"It's a proven fact from testimony after the [----] GFC that analysts at investment banks work directly against their clients when it suits them. If JPMorgan is telling you that MSCI is going to de-list Microstrategy my guess is they are buying up every share they can"  
[X Link](https://x.com/DeathCabToQE/status/1991972157359063490)  2025-11-21T20:49Z [----] followers, [---] engagements


"By the time retail money becomes aware of a trend in markets it ain't a trend anymore. That's why you can't make money watching Jim Cramer on television"  
[X Link](https://x.com/DeathCabToQE/status/1992292117830402265)  2025-11-22T18:00Z [----] followers, [---] engagements


"If comments like this don't make you bullish on bitcoin then you don't understand markets. TLDR: The bitcoin bear market is being driven by the onchain reality of the halving cycle (bearish for 2026) quantum-breaking-encryption concerns and the better privacy of Zcash. @vaneckpk said it best: dollar cost average into bear markets @vaneck_us TLDR: The bitcoin bear market is being driven by the onchain reality of the halving cycle (bearish for 2026) quantum-breaking-encryption concerns and the better privacy of Zcash. @vaneckpk said it best: dollar cost average into bear markets @vaneck_us"  
[X Link](https://x.com/DeathCabToQE/status/1992325347933831664)  2025-11-22T20:12Z [----] followers, [----] engagements


"I don't think we will ever be free of the amateur technical analysts who think head & shoulders patterns are a thing in bitcoin. 🚨 BTC Update Plan remains the same Something like this 👇 https://t.co/MLeAtwkkW5 🚨 BTC Update Plan remains the same Something like this 👇 https://t.co/MLeAtwkkW5"  
[X Link](https://x.com/DeathCabToQE/status/1992740008663630240)  2025-11-23T23:40Z [----] followers, [---] engagements


"Leveraged longs have fallen off a cliff. Now we want to see funding rates go negative to confirm traders are shorting the bottom"  
[X Link](https://x.com/DeathCabToQE/status/1993021682442027152)  2025-11-24T18:19Z [----] followers, [---] engagements


"@ZynxBTC [--]. Release FUD [--]. Drive price down [--]. Purchase cheap bitcoin [--]. Profit As long as the market keeps buying this BS the hedge funds and institutional traders will keep doing it"  
[X Link](https://x.com/DeathCabToQE/status/1993054543450718653)  2025-11-24T20:30Z [----] followers, [---] engagements


"The bitcoin 4-year cycle was a trend. Market trends have a half life that goes like this; [--]. Smart money discovers a pattern and trades it for profit. [--]. Early dumb money catches on and replicates the trade for profit. [--]. Smart money realizes dumb money has caught on and front-runs the trend for profit. [--]. Late dumb money that didn't catch on continues to trade the trend for losses. [--]. The trend dissipates. The 4-year bitcoin cycle was predicated on mining supply halving every four years which meant less demand was required to soak up the newly mined liquidity and push price higher. As of the"  
[X Link](https://x.com/DeathCabToQE/status/1993063060932796533)  2025-11-24T21:03Z [----] followers, [----] engagements


"@JanGold_ To think it only has to 3x from here to get back to where it was in [----]. Weird how everyone that invests in hard assets to protect from inflation never seem to factor inflation into their gains. https://x.com/DeathCabToQE/status/1971644262560538864s=20 Silver down 60% in gold terms since it's [----] high. How long before people learn that nominal value is not real value $50 silver isn't 'nearing all time highs' it's close to it's all time lows. You can't use inflating fiat as the gauge for asset performance anymore. https://t.co/4Wo1SdS3QA"  
[X Link](https://x.com/DeathCabToQE/status/1995286164169801732)  2025-12-01T00:17Z [----] followers, [---] engagements


"@BenWerkman Smart money makes the timing. Its what dumb money on Twitter calls paper bitcoin"  
[X Link](https://x.com/DeathCabToQE/status/1995880329945727146)  2025-12-02T15:38Z [----] followers, [----] engagements


"How long before people realize that paper bitcoin is just institutions creating the price they want to buy at"  
[X Link](https://x.com/DeathCabToQE/status/1995884003434332389)  2025-12-02T15:53Z [----] followers, [---] engagements


"If you think bitcoin dumping $8k two days before one of the world largest asset managers launches their ETF is a coincidence your paranoia level is not high enough"  
[X Link](https://x.com/DeathCabToQE/status/1995901753552769302)  2025-12-02T17:03Z [----] followers, [---] engagements


"Bitcoiners and gold-bugs should be allies in the fight to protect peoples hard earned savings against the infinite money printers of the world. Anyone trying to drive a wedge between these two communities is at best an illogical analyst and at worst a co-opted propagandist"  
[X Link](https://x.com/DeathCabToQE/status/1995964502693871868)  2025-12-02T21:13Z [----] followers, [---] engagements


"The problem isn't coin joining it's the centralized exchanges blacklisting and freezing accounts of people who deposit CJ coins into their accounts. Spotting CJs using forensic tools is trivial at this point and because of AML/KYC those coins have to be treated as illicit until proven otherwise"  
[X Link](https://x.com/DeathCabToQE/status/1996049728182661478)  2025-12-03T02:51Z [----] followers, [---] engagements


"It's more problematic than that though. How do you prove SoF on CJ coins that have been held long term and 20x'd in value (or more) The whole point of CJ is to obfuscate the source. Also more and more CEX will choose or be forced down this path over time. This is how they will attack coin mixing. Also I don't find tags to be probabilistic in forensic tools IME. Often risk % seems to be calculated simply by association (direct/in-direct) and % of coins "tainted" by that association"  
[X Link](https://x.com/DeathCabToQE/status/1996056523089293327)  2025-12-03T03:18Z [----] followers, [--] engagements


"I worry that a key Bitcoin privacy tool is quietly being defeated with little fanfare. Coinjoins can't be stopped at the protocol level but regulators have disincentivized centralized exchanges from trading in such coins via AML/KYC requirements. This has the effect of "tainting" or blacklisting coins that have passed through CJs. While CJs are not outright illegal the risk CEXs take by allowing CJ tainted coins to be deposited on their platforms can be substantial. CJs represent a very small percentage of overall btc transactions but posses a very high association with illicit activity."  
[X Link](https://x.com/DeathCabToQE/status/1996067717657280738)  2025-12-03T04:03Z [----] followers, [---] engagements


"An intelligent person would ask themselves why JP Morgan is so hell bent on discrediting Strategy and bitcoin. It's almost like they finally understand the threat. $MSTR - AS BITCOIN WOBBLES ALL EYES ON STRATEGY MicroStrategy the largest public holder of Bitcoin could influence the cryptocurrencys price if it sells some of its holdings. JPMorgan says the company can avoid forced sales by keeping its enterprise value-to-Bitcoin holdings $MSTR - AS BITCOIN WOBBLES ALL EYES ON STRATEGY MicroStrategy the largest public holder of Bitcoin could influence the cryptocurrencys price if it sells some"  
[X Link](https://x.com/DeathCabToQE/status/1996701113882378284)  2025-12-04T22:00Z [----] followers, [---] engagements


"No one is willing to move out on the risk curve when the money is fundamentally broken. The reason we get so many "re-makes" is because businesses are de-risking operations and producing content / products that they know have a built in base of buyers. Building something new is a risk that can't be taken when your already pinned down by rising costs across the board"  
[X Link](https://x.com/DeathCabToQE/status/1997032530344583407)  2025-12-05T19:57Z [----] followers, [---] engagements


"Whale alert: Bitcoin transactions are occurring on the blockchain 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 [-----] #BTC (3932155272 USD) transferred from unknown wallet to unknown wallet https://t.co/SBQNt6E2MG 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 [-----] #BTC (3932155272 USD) transferred from unknown wallet to unknown wallet https://t.co/SBQNt6E2MG"  
[X Link](https://x.com/deathcab/status/1998042035274838022)  2025-12-08T14:48Z [----] followers, [---] engagements


"Look at the APR you pay to borrow against your "pristine capital." Bitcoin backed loans are a joke. Even someone with bad credit can get lower fiat rates with zero collateral"  
[X Link](https://x.com/DeathCabToQE/status/1998184162453532923)  2025-12-09T00:13Z [----] followers, [---] engagements


"@HodlMitch Well thats the lowest rate Ive heard of. Def more in line with fiat rates"  
[X Link](https://x.com/DeathCabToQE/status/1998254989366685777)  2025-12-09T04:54Z [----] followers, [--] engagements


"And QE has officially begun. $40bn worth of Fed purchases this month. Pray for the people who own zero Bitcoin. - QT ended - QE to resume any day - Interest rates coming down - M&A picking back up Me thinks the liquidity is inbound. https://t.co/6xz4Y4cda8 - QT ended - QE to resume any day - Interest rates coming down - M&A picking back up Me thinks the liquidity is inbound. https://t.co/6xz4Y4cda8"  
[X Link](https://x.com/DeathCabToQE/status/1998833169400037619)  2025-12-10T19:12Z [----] followers, [---] engagements


"For those who cant math so good. $40bn of QE per month is almost a half trillion dollars printed per year. On top of the $2-$3tn of fiscal deficit spending. If you still own zero hard assets time is running out"  
[X Link](https://x.com/deathcab/status/1998837418556785149)  2025-12-10T19:29Z [----] followers, [----] engagements


"And yet you can use Bitcoin to buy a gallon of petrol. All savings are stored energy Bitcoin just stores it better and longer"  
[X Link](https://x.com/DeathCabToQE/status/1999162495399833900)  2025-12-11T17:00Z [----] followers, [---] engagements


"@jackmallers What does it mean to be a bitcoin company in practical terms What is the product & market fit I think everyone is eager to know"  
[X Link](https://x.com/DeathCabToQE/status/1999519167276253402)  2025-12-12T16:38Z [----] followers, [---] engagements


"I see a lot of people posting bitcoin priced in silver charts. For the record you can cherry pick any asset that has outperformed a specific time frame and make anything else look bad by comparison. To illustrate here's bitcoin weighed in Carvana"  
[X Link](https://x.com/DeathCabToQE/status/1999521248800325793)  2025-12-12T16:46Z [----] followers, [--] engagements


"As investors age they naturally want lower volatility and more conservative returns. I wonder the effect Strategy products will have on price long term as bitcoin sellers rotate profits into high yield preferreds which re-invest the capital right back into bitcoin"  
[X Link](https://x.com/DeathCabToQE/status/1999901464475681024)  2025-12-13T17:57Z [----] followers, [---] engagements


"- Destroy the money - Destroy the healthcare - Destroy the education - Destroy the nuclear family - Destroy the housing market - Destroy peoples future - Saddle everyone with unpayable debts Then use the resulting tragedies for political gain. Sounds about right"  
[X Link](https://x.com/DeathCabToQE/status/2000320915771715906)  2025-12-14T21:44Z [----] followers, [---] engagements


"Computing systems will mainly rely on AI to defend themselves against AI. Remember the simplest answer is usually the correct one. The idea that every secure system on planet earth will somehow integrate computational cost via bitcoin for every packet of data that transverses the internet is cute but it's been [--] years and we can't even use bitcoin micropayments to prevent email spam so. To suggest this is optimistic would be an understatement. The solution is unlikely to lay in making AI based attacks against ruled based / permissioned systems "expensive" but rather in using AI defensively"  
[X Link](https://x.com/deathcab/status/2001024817001324672)  2025-12-16T20:21Z [----] followers, [---] engagements


"Quantum is an unscalable mad science project until proven otherwise. Hydrogen fuel cells Supersonic planes Cold fusion Just because it sorta works doesnt mean it will be successful. People are placing way too much credibility on this threat"  
[X Link](https://x.com/deathcab/status/2001316554386841684)  2025-12-17T15:40Z [----] followers, [---] engagements


"@BitmundFreud Because mainstream coinfluencers need engagement in a bear market"  
[X Link](https://x.com/deathcab/status/2001328477761638874)  2025-12-17T16:27Z [----] followers, [---] engagements


"It's probably a sign that most of the quantum FUD is coming from influencers and marketers who don't have a clue about engineering or scaling complex systems"  
[X Link](https://x.com/deathcab/status/2001343099923239170)  2025-12-17T17:25Z [----] followers, [---] engagements


"Take a step back and ask yourself whats honestly more likely; That a tech which has failed to scale linearly in the [--] years since it's inception will suddenly experience a Cambrian explosion of progress OR You're being sold FUD by marketers & influencers for financial gain"  
[X Link](https://x.com/deathcab/status/2001347138178228332)  2025-12-17T17:41Z [----] followers, [---] engagements


"@francispouliot_ Sometimes it really do be like that. 😂 Combating FUD is a full time unpaid internship in this community"  
[X Link](https://x.com/deathcab/status/2001399797861765566)  2025-12-17T21:11Z [----] followers, [---] engagements


"Powell is out in five months and risk assets are going to front run this. An extended bitcoin bear is not in line with the fundamentals imo. Trump says he will soon announce a new Federal Reserve chairman who will be someone who believes in lower interest rates by a lot. Trump says he will soon announce a new Federal Reserve chairman who will be someone who believes in lower interest rates by a lot"  
[X Link](https://x.com/deathcab/status/2001479213375799603)  2025-12-18T02:26Z [----] followers, [---] engagements


"@ces921 Why does my feed suddenly think inflation is gone It cant really be this easy to gaslight educated people can it"  
[X Link](https://x.com/deathcab/status/2001671753677050031)  2025-12-18T15:11Z [----] followers, [---] engagements


"You're drudging up baseless FUD on quantum for engagement. This technology isn't remotely close to being a threat to bitcoin if it ever will be and your using cherry picked marketing data to present it like an oncoming apocalypse. I'm not pro personal attacks but what did you think was going to happen If you want to have a respected engineering opinion then do some respectable engineering research. If you want to be a coinfluencer then accept the consequences when people out you as such"  
[X Link](https://x.com/deathcab/status/2001776855112651189)  2025-12-18T22:09Z [----] followers, [---] engagements


"@_Checkmatey_ Refer to actual engineers rather than influencers and marketers who create FUD for engagement and financial gain. There is no near term threat to Bitcoin from quantum. I have serious doubts that this is a real technology that can actually scale at any point"  
[X Link](https://x.com/deathcab/status/2001962003334918393)  2025-12-19T10:25Z [----] followers, [---] engagements


"The social media algos dont care what FUD they pump just as long as people keep drinking it"  
[X Link](https://x.com/deathcab/status/2002067223343710479)  2025-12-19T17:23Z [----] followers, [---] engagements


"FWIW this is a strange pattern. The most obvious bear flag in the land broke down and now price has done nothing but try to get back into it. Signifies buyers that were waiting for liquidity under the channel break IMO"  
[X Link](https://x.com/deathcab/status/2002076476137746482)  2025-12-19T18:00Z [----] followers, [---] engagements


"I mean if you take a step back one could be forgiven for thinking that Bitcoin bears are so hard up for narratives that theyre literally reaching into the realm of theoretical physics to come up with FUD cases"  
[X Link](https://x.com/deathcab/status/2002792787075621205)  2025-12-21T17:26Z [----] followers, [---] engagements


"I still don't understand why the Silver bugs are so excited about underperforming inflation for the last [--] years"  
[X Link](https://x.com/deathcab/status/2003562624701903222)  2025-12-23T20:25Z [----] followers, [----] engagements


"Comparing CPI to real monetary expansion is pretty eye opening. Baffles me that anyone still makes financial decisions based on this very broken inflation metric"  
[X Link](https://x.com/deathcab/status/2003719032307089444)  2025-12-24T06:46Z [----] followers, [---] engagements


"Prior to [----] the CPI seemed to keep pace with real inflation albeit on a 2-year lag"  
[X Link](https://x.com/deathcab/status/2003719034819490014)  2025-12-24T06:46Z [----] followers, [--] engagements


"Since [----] CPI/M2 have barely touched. With CPI significantly lagging beneath the real rate of monetary expansion. One can only assume this was by design. - Print as much as possible - Gaslight everyone with low CPI - The delta is hidden debt monetization"  
[X Link](https://x.com/deathcab/status/2003719037042454950)  2025-12-24T06:47Z [----] followers, [---] engagements


"@ZynxBTC Everyone just seems hell bent on finding the next momentum trade and skewing the facts to pump whatever narrative is required to keep it going. Fiat end games. I still don't understand why the Silver bugs are so excited about underperforming inflation for the last [--] years. https://t.co/nkf4LxvqBj I still don't understand why the Silver bugs are so excited about underperforming inflation for the last [--] years. https://t.co/nkf4LxvqBj"  
[X Link](https://x.com/deathcab/status/2003888646454497431)  2025-12-24T18:00Z [----] followers, [---] engagements


"When silver does nothing for [--] years then suddenly decides to find inflation parity again"  
[X Link](https://x.com/deathcab/status/2004755828595982773)  2025-12-27T03:26Z [----] followers, [---] engagements


"@JanGold_ Just a cool 25% spread. About as efficient as the classic car market"  
[X Link](https://x.com/deathcab/status/2004756440427454705)  2025-12-27T03:29Z [----] followers, [---] engagements


"@mikemcglone11 My guy bitcoin isnt going below 50k. Whatever tools you used to produce that output are useless"  
[X Link](https://x.com/deathcab/status/2004972253130449216)  2025-12-27T17:46Z [----] followers, [---] engagements


"@HODL15Capital Actually thats what happens when euphoria takes over a market and retail traders FOMO in at any price"  
[X Link](https://x.com/deathcab/status/2004972875900747896)  2025-12-27T17:49Z [----] followers, [---] engagements


"Bitcoin quietly moving sideways at $90k a coin while gold and silver surge looks nothing but bullish to me. Literal trillions in market cap being added to precious metals weekly and that capital ain't coming out of bitcoin. Where will the momentum traders and new sound money advocates go when the PM top blows off"  
[X Link](https://x.com/deathcab/status/2005020473499779200)  2025-12-27T20:58Z [----] followers, [----] engagements


"Millennials and Zoomers have realized that 10% returns will never increase their standard of living. I think a huge chunk of this capital has become a momentum wave that just jumps from narrative to narrative desperate to buy anything that can outperform the index"  
[X Link](https://x.com/deathcab/status/2005024509662015782)  2025-12-27T21:14Z [----] followers, [---] engagements


"@ZeroMazed I think that's the point. Capital is not rotating out of btc into PM's. It's momo traders and inflation fears rotating in. What happens when risk comes back on"  
[X Link](https://x.com/deathcab/status/2005025402985873737)  2025-12-27T21:18Z [----] followers, [--] engagements


"I see two scenarios that are both bullish for bitcoin as rates come down and QE pumps. [--]. Inflation fears are realized and capital eventually wakes up to bitcoin as a risk-off SoV. [--]. Inflation fears aren't realized and capital rotates in anyway as the risk-on 'Nasdaq' narrative continues. Either way positioning in btc after a correction seems smarter than buying a parabola in PM's to me"  
[X Link](https://x.com/deathcab/status/2005031055577735182)  2025-12-27T21:40Z [----] followers, [---] engagements


"You'll miss them when their tax dollars which are propping up your woefully indebted economy no longer exist. People who think it's practical to tax 'wealth' and unrealized gains are among the dumbest in the world. Peter Thiel is leaving California if we pass a 1% tax on billionaires for [--] years to pay for healthcare for the working class facing steep Medicaid cuts. I echo what FDR said with sarcasm of economic royalists when they threatened to leave "I will miss them very much." Peter Thiel is leaving California if we pass a 1% tax on billionaires for [--] years to pay for healthcare for the"  
[X Link](https://x.com/deathcab/status/2005135437439074733)  2025-12-28T04:35Z [----] followers, [---] engagements


"@levi_From_NZ Theres always a narrative to support the euphoria"  
[X Link](https://x.com/deathcab/status/2005273933248155809)  2025-12-28T13:45Z [----] followers, [---] engagements


"@TCSconsulting Its called FOMO and it aint new"  
[X Link](https://x.com/deathcab/status/2005274368092561465)  2025-12-28T13:47Z [----] followers, [---] engagements


"@VedderFreddy Its a conspiracy new paradigm"  
[X Link](https://x.com/deathcab/status/2005274786126307734)  2025-12-28T13:48Z [----] followers, [--] engagements


"@WESTOLY Aka FOMO"  
[X Link](https://x.com/deathcab/status/2005275555395191037)  2025-12-28T13:52Z [----] followers, [---] engagements


"@matt_sooner Banks dont FOMO"  
[X Link](https://x.com/deathcab/status/2005281378422903079)  2025-12-28T14:15Z [----] followers, [---] engagements


"@InsiderHCW You think maybe youre reading something I didnt say Show me on the doll where bitcoin emotionally scarred you"  
[X Link](https://x.com/deathcab/status/2005283360323846263)  2025-12-28T14:23Z [----] followers, [---] engagements


"@ankursethi108 I think that demand is FOMO"  
[X Link](https://x.com/deathcab/status/2005283625856823772)  2025-12-28T14:24Z [----] followers, [--] engagements


"@L1G0R3 Cup and handle target is 100% the delta of depth and break point. Nice try tho"  
[X Link](https://x.com/deathcab/status/2005303837016678439)  2025-12-28T15:44Z [----] followers, [---] engagements


"@JohnstonFredJ @cmkiel Careful you arent holding the bag when the FOMO turns to FOLO"  
[X Link](https://x.com/deathcab/status/2005305471046197326)  2025-12-28T15:50Z [----] followers, [--] engagements


"@SelfPsyc FOMO always has a healthy narrative"  
[X Link](https://x.com/deathcab/status/2005305622762549617)  2025-12-28T15:51Z [----] followers, [--] engagements


"@DouglasSiegler Those all sound like great FOMO narratives"  
[X Link](https://x.com/deathcab/status/2005318554502246810)  2025-12-28T16:42Z [----] followers, [--] engagements


"Reality. Bitcoin was never a get rich quick scheme. Thats just how its been viewed in hindsight by people who didnt get in early and lack understanding of compounding interest. Hard truth. Bitcoin wont make you rich anymore. It isn't where asymmetry lives anymore. It's no longer a vehicle for life-changing upside. Its now a vehicle for the wealthy to compound capital through cycles. Late-cycle Bitcoin buyers arent early adopters theyre liquidity Hard truth. Bitcoin wont make you rich anymore. It isn't where asymmetry lives anymore. It's no longer a vehicle for life-changing upside. Its now a"  
[X Link](https://x.com/deathcab/status/2005324183543361646)  2025-12-28T17:05Z [----] followers, [---] engagements


"@DouglasSiegler I'd recommend re-reading what you just wrote"  
[X Link](https://x.com/deathcab/status/2005325991581995161)  2025-12-28T17:12Z [----] followers, [--] engagements


"@jbleck Multiple parabolas driven by FOMO that resolved higher after deep corrections due to lasting fundamental value"  
[X Link](https://x.com/deathcab/status/2005331215600292253)  2025-12-28T17:33Z [----] followers, [--] engagements


"@DailyBlend2 @TCSconsulting Parabolas it was right there in the post"  
[X Link](https://x.com/deathcab/status/2005331586364162449)  2025-12-28T17:34Z [----] followers, [--] engagements


"@Apex_INTP K enjoy your -7% / year and I'll enjoy my +30%"  
[X Link](https://x.com/deathcab/status/2005338860662693995)  2025-12-28T18:03Z [----] followers, [--] engagements


"@BoogMoneyline @Techemist Provide some evidence for why I should re-think it"  
[X Link](https://x.com/deathcab/status/2005339616606593238)  2025-12-28T18:06Z [----] followers, [---] engagements


"Watching the silver bugs go full on Lord of the Flies in defense of a parabolic rise not being emotionally driven is more irony than I can handle today"  
[X Link](https://x.com/deathcab/status/2005341502814540162)  2025-12-28T18:14Z [----] followers, [---] engagements


"The rampant tribalism in these responses is enlightening. I never said silver is worthless or that PMs are a bad investment. I simply pointed out that a parabola has formed in price action. All the silver bugs ready to perform ritual Seppuku in defense of their investment just serves as proof of the point. https://twitter.com/i/web/status/2005347047239541162 https://twitter.com/i/web/status/2005347047239541162"  
[X Link](https://x.com/deathcab/status/2005347047239541162)  2025-12-28T18:36Z [----] followers, [---] engagements


"Well for one the dollar isnt hyper-inflating at the moment. For another the Germans werent euphoric they were panicked. Buying gold at that time wasnt an investment it was a necessity. Parabolic expansion is mathematically impossible to sustain indefinitely. That reality makes no claim on the fundamental value of the underlying asset one way or another. Nor does it necessarily suggest how the asset performs long term. It can be a bubble or it can be a cyclical punctuation is a larger secular trend. https://twitter.com/i/web/status/2005352633653960965"  
[X Link](https://x.com/deathcab/status/2005352633653960965)  2025-12-28T18:58Z [----] followers, [--] engagements


"I just found like [--] silver rounds that I forgot I had. Probably increased 10x since I bought them. But they're tarnished so that's probably -1x then another maybe -2x for the dealer fees if I sell them. Weird store of value. No idea what these things are actually worth"  
[X Link](https://x.com/deathcab/status/2005428262017875998)  2025-12-28T23:58Z [----] followers, [----] engagements


"Why do people who refuse to research bitcoin insist on commenting about it Five minutes of reading would clarify this topic has been discussed a thousand times. But but there can only be [--] million in the protocol. Fuck the protocol- Ill fork BTC and make more tomorrow. But but there can only be [--] million in the protocol. Fuck the protocol- Ill fork BTC and make more tomorrow"  
[X Link](https://x.com/deathcab/status/2005459098603749751)  2025-12-29T02:01Z [----] followers, [---] engagements


"No I mean hidden in UI. The average person doesnt wanna learn any of this shit. They want to send a payment to a username in their address book with zero risk or volatility. I think we need to be realistic with ourselves about that. Ecash is more likely to catch on than LN for most imo. Unless they dont know theyre using it. https://twitter.com/i/web/status/2005589974763123006 https://twitter.com/i/web/status/2005589974763123006"  
[X Link](https://x.com/deathcab/status/2005589974763123006)  2025-12-29T10:41Z [----] followers, [---] engagements


"@110Q240Q40Q You lose"  
[X Link](https://x.com/deathcab/status/2005721447642370344)  2025-12-29T19:23Z [----] followers, [--] engagements


"@maddox_metrics I wouldn't short gold in this macro environment"  
[X Link](https://x.com/deathcab/status/2005722408515428508)  2025-12-29T19:27Z [----] followers, [--] engagements


"Even seasoned investors give in to their emotions during rapid price movements. Remaining objective under all conditions is the mark of a professional. Requirements for objectivity = sound fundamentals (macro & micro) + adequate position size. If you dont understand the thing you own or youve taken on too much risk relative to your understanding you will never be able to remain objective. https://twitter.com/i/web/status/2005729320669426084 https://twitter.com/i/web/status/2005729320669426084"  
[X Link](https://x.com/deathcab/status/2005729320669426084)  2025-12-29T19:55Z [----] followers, [---] engagements


"Yes many people won't use Bitcoin directly. Bitcoin will still become a global currency by proxy either as base money for pegged stablecoins via layer-2 protocols or as rails for applications. Bitcoin-pegged currencies can't be debased like fiat has been. Even if you don't touch Bitcoin in transactions you'll use tokens or currencies statically valued to it. Fractional reserve schemes are proven to fail against a fixed-supply money. In the past you could bypass this by taking majority ownership of the base money and inflating the peg but you can't do that effectively with a digital currency"  
[X Link](https://x.com/deathcab/status/2005791365666341122)  2025-12-30T00:01Z [----] followers, [---] engagements


"@SplitCapital I agree but you still can't argue it's the price everyone deserves if everyone doesn't have access. The average person is exit liquidity to those guys"  
[X Link](https://x.com/deathcab/status/2006112698371588194)  2025-12-30T21:18Z [----] followers, [---] engagements


"Because the contraction of money supply post-covid spending introduced the only period of sustained deflation on record for US money supply. Bitcoin is still viewed primarily as a risk-on speculative asset. As the contraction of liquidity presented 'recession like' symptoms markets now assume we are in a risk-off period. Gold is an asset that has historically performed well during risk-off whereas bitcoin is not. The inflection point where markets wake up to bitcoin as a risk-off SoV rather than a speculative tech stock has not occurred yet."  
[X Link](https://x.com/deathcab/status/2006826202858971581)  2026-01-01T20:33Z [----] followers, [---] engagements


"Because the contraction of money supply post-covid spending introduced the only period of sustained deflation on record for US money supply. Bitcoin is still viewed primarily as a risk-on speculative asset. As the contraction of liquidity presented 'recession like' symptoms markets now assume we are in a risk-off period. Gold is an asset that has historically performed well during risk-off whereas bitcoin is not. The inflection point where markets wake up to bitcoin as a risk-off SoV rather than a speculative tech stock has not occurred yet. @sunny051488 @Honors_btc @ZachSawatz3599"  
[X Link](https://x.com/deathcab/status/2006826793538359440)  2026-01-01T20:36Z [----] followers, [---] engagements


"The desire to own STRD over STRC seems bullish for confidence in Strategy to me. Stride is the most junior preferred essentially a junk bond and pays higher rates due to the lack of safety net. If investors choose Stride over Stretch what does that say about their concern over needing a net https://twitter.com/i/web/status/2006830701547569160 https://twitter.com/i/web/status/2006830701547569160"  
[X Link](https://x.com/deathcab/status/2006830701547569160)  2026-01-01T20:51Z [----] followers, [---] engagements


"@BenjaminStongMD Part of where the confidence comes from is nearly impeccable messaging and management thus far"  
[X Link](https://x.com/deathcab/status/2006834177765958124)  2026-01-01T21:05Z [----] followers, [--] engagements


"Everyone scamming each other to get theirs while society crumbles is probably the most pathetic part of the fiat endgame"  
[X Link](https://x.com/deathcab/status/2006886992563548660)  2026-01-02T00:35Z [----] followers, [---] engagements


"Killing an evil being from another dimension seems like a small price to pay for access to the 1990's housing market"  
[X Link](https://x.com/deathcab/status/2006936853686136853)  2026-01-02T03:53Z [----] followers, [---] engagements


"If you dont hold US Dollars the government cant tax you via inflation If the government cant tax you via inflation the government goes broke. Which step are people having trouble with"  
[X Link](https://x.com/deathcab/status/2007118157874659760)  2026-01-02T15:53Z [----] followers, [---] engagements


"@FusionptCapital Cut through the noise"  
[X Link](https://x.com/deathcab/status/2007194963763990908)  2026-01-02T20:59Z [----] followers, [--] engagements


"For anyone still wondering why bitcoin has underperformed gold this cycle. Here it is. Bitcoin is viewed as a risk-on asset and it's driven by liquidity. We just came out of the longest period of deflation on record in the US. Low liquidity = risk off = up gold / down btc Probably would have been more obvious if the equities market wasn't being propped up by leveraged AI plays. https://twitter.com/i/web/status/2007198670354297186 https://twitter.com/i/web/status/2007198670354297186"  
[X Link](https://x.com/deathcab/status/2007198670354297186)  2026-01-02T21:13Z [----] followers, [---] engagements


"@JailbirdSven @jmurtazashvili Macro sociological shifts tend to cause friction"  
[X Link](https://x.com/deathcab/status/2007199255493259536)  2026-01-02T21:16Z [----] followers, [--] engagements


"Just a quick gut check for bitcoiners. Inflation has been a thing since we went off the gold standard in [----]. US debt has been rising rapidly since [----]. And the mainstream only began to notice these trends in the last five years. It's gonna take a while for them to realize bitcoin is the solution. We really are very early. https://twitter.com/i/web/status/2007204139030179920 https://twitter.com/i/web/status/2007204139030179920"  
[X Link](https://x.com/deathcab/status/2007204139030179920)  2026-01-02T21:35Z [----] followers, [---] engagements


"This is the majority of X posts now. - No basis in reality - Utterly made up statistics - 100+ assumptions - Spoken with certainty - Illicit fear and panic It's something between mainstream media propaganda and a 24-hour infomercial"  
[X Link](https://x.com/deathcab/status/2007576153247363165)  2026-01-03T22:13Z [----] followers, [---] engagements


"So it turns out the MSTR FUD from JP Morgan was complete bullshit. Will anyone be fined for market manipulation No chance"  
[X Link](https://x.com/deathcab/status/2008657905940382108)  2026-01-06T21:52Z [----] followers, [---] engagements


"Just another example of govt trying to fix a problem that govt created. If large institutions weren't backstopped by the Fed they wouldn't have the ability to go levered long in the housing market. Effectively soaking up supply from people just looking for a place to live"  
[X Link](https://x.com/deathcab/status/2008966987675017358)  2026-01-07T18:20Z [----] followers, [---] engagements


"The social contract was a lie from the beginning. People are just waking up to the reality. The only reason a deprecating asset like a house was treated as a savings vehicle is because our money loses value faster. It was always going to end this way. Wait till they find out about social security. This is far more alarming than most people understand It is not just an unaffordable market It is a broken social contract https://t.co/ZpMyKGxRxI This is far more alarming than most people understand It is not just an unaffordable market It is a broken social contract https://t.co/ZpMyKGxRxI"  
[X Link](https://x.com/deathcab/status/2010415593963368853)  2026-01-11T18:16Z [----] followers, [---] engagements


"Technology is so deflationary that it can outpace even high levels of inflation when nothing else can. Inflation has completely destroyed my understanding of what things should be worth $10000 for daycare Sure $100 for breakfast OK. But also the biggest TV you have ever seen in your life $500 Inflation has completely destroyed my understanding of what things should be worth $10000 for daycare Sure $100 for breakfast OK. But also the biggest TV you have ever seen in your life $500"  
[X Link](https://x.com/deathcab/status/2010451961204953213)  2026-01-11T20:41Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing