# ![@donnelly_brent Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2567843105.png) @donnelly_brent ʎllǝuuop ʇuǝɹq

ʎllǝuuop ʇuǝɹq posts on X about money, china, bitcoin, gold the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2567843105/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2567843105/c:line/m:interactions.svg)

- [--] Week [-------] +126%
- [--] Month [---------] +164%
- [--] Months [---------] +29%
- [--] Year [---------] -46%

### Mentions: [--] [#](/creator/twitter::2567843105/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2567843105/c:line/m:posts_active.svg)

- [--] Month [--] -14%
- [--] Months [---] +35%
- [--] Year [---] -42%

### Followers: [------] [#](/creator/twitter::2567843105/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2567843105/c:line/m:followers.svg)

- [--] Week [------] +0.19%
- [--] Month [------] +1.40%
- [--] Months [------] +6.30%
- [--] Year [------] +16%

### CreatorRank: [-------] [#](/creator/twitter::2567843105/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2567843105/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.03% [cryptocurrencies](/list/cryptocurrencies)  #1009 [countries](/list/countries)  6.42% [currencies](/list/currencies)  5.5% [stocks](/list/stocks)  3.67% [technology brands](/list/technology-brands)  3.67% [exchanges](/list/exchanges)  3.67% [automotive brands](/list/automotive-brands)  2.75% [social networks](/list/social-networks)  2.75% [travel destinations](/list/travel-destinations)  0.92%

**Social topic influence**
[money](/topic/money) 5.5%, [china](/topic/china) 3.67%, [bitcoin](/topic/bitcoin) #472, [gold](/topic/gold) 3.67%, [fed](/topic/fed) 3.67%, [if you](/topic/if-you) 3.67%, [nasdaq](/topic/nasdaq) 2.75%, [stocks](/topic/stocks) 2.75%, [the new](/topic/the-new) 1.83%, [we are](/topic/we-are) 1.83%

**Top accounts mentioned or mentioned by**
[@macroalf](/creator/undefined) [@jedimarkus77](/creator/undefined) [@markyusko](/creator/undefined) [@dannydayan5](/creator/undefined) [@newtruthiness](/creator/undefined) [@barkmeta](/creator/undefined) [@geoffreygardine](/creator/undefined) [@leafiestparapet](/creator/undefined) [@lighthousejerry](/creator/undefined) [@markgergen1](/creator/undefined) [@_checkmatey_](/creator/undefined) [@garybohm5](/creator/undefined) [@checkmatey](/creator/undefined) [@alenadaog](/creator/undefined) [@apralky](/creator/undefined) [@pickemj](/creator/undefined) [@alexbrovechkin](/creator/undefined) [@benkizemchuk](/creator/undefined) [@caprioleio](/creator/undefined) [@harmen](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cardano (ADA)](/topic/cardano) [Tesla, Inc. (TSLA)](/topic/tesla) [Caught in 4K (4K)](/topic/$4k) [Doodles (doodles)](/topic/doodles)
### Top Social Posts
Top posts by engagements in the last [--] hours

"We are at the Long Island iced tea pivots to blockchain and Kodak pivots to blockchain stage of the AI eats the world freakout Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some"  
[X Link](https://x.com/donnelly_brent/status/2022042626837618976)  2026-02-12T20:18Z 91K followers, 28.3K engagements


"USDJPY market profile shows a bunch of single prints 153.85/154.05 so that is a decent pivot for anyone thinking about loading/reloading here. Above [------] is not great news for JPY bulls"  
[X Link](https://x.com/donnelly_brent/status/2016552847953875209)  2026-01-28T16:43Z 90.8K followers, [----] engagements


"GBTC with silver and Chinese characteristics China only has one Silver fund and the demand is so rampant it had to shut off subscriptions so it's now at 42% premium https://t.co/2Z4NrJCs2D China only has one Silver fund and the demand is so rampant it had to shut off subscriptions so it's now at 42% premium https://t.co/2Z4NrJCs2D"  
[X Link](https://x.com/donnelly_brent/status/2016812765852172344)  2026-01-29T09:56Z 90.8K followers, [----] engagements


"@GaryBohm5 Please Google : are financial markets normally distributed This will help you 🤜🏻🤛🏻"  
[X Link](https://x.com/donnelly_brent/status/2017670180277502103)  2026-01-31T18:43Z 90.8K followers, [----] engagements


"Last day blues kicking in"  
[X Link](https://x.com/donnelly_brent/status/2019788053804470384)  2026-02-06T14:59Z 90.9K followers, [----] engagements


"@MarkYusko Vol will continue to trend lower and use cases remain in doubt as stablecoins offer far more utility than bitcoin or alts"  
[X Link](https://x.com/donnelly_brent/status/2019917685635617173)  2026-02-06T23:34Z 90.8K followers, [----] engagements


"@_Checkmatey_ @MarkYusko If thats your standard check out QQQ its even better"  
[X Link](https://x.com/donnelly_brent/status/2020133357867225560)  2026-02-07T13:51Z 90.8K followers, [---] engagements


"@AlenaDaOG Could this happen to sol and then ETH and then BTC over next ten years"  
[X Link](https://x.com/donnelly_brent/status/2020170118324715827)  2026-02-07T16:17Z 90.8K followers, [----] engagements


"@apralky Yep hence the doomer clickbait people talking about Chicago pmi or NSA claims twice /year etc hhah"  
[X Link](https://x.com/donnelly_brent/status/2020212856906469498)  2026-02-07T19:07Z 90.9K followers, [----] engagements


"@PickEm_J Thats one of the headlines yep. They are throwing shit at the wall but I think youre right thats part of why JPY steady"  
[X Link](https://x.com/donnelly_brent/status/2020585993506824529)  2026-02-08T19:50Z 90.9K followers, [---] engagements


"@DannyDayan5 similar to gold. negative carry constant appreciation. massive current account surplus. annoying currency hahaha"  
[X Link](https://x.com/donnelly_brent/status/2020884963533480284)  2026-02-09T15:38Z 90.9K followers, [----] engagements


""prediction markets" slowly gobbling up sports betting cos. *DRAFTKINGS SEES [----] REV. $6.5B TO $6.9B EST. $7.32B"  
[X Link](https://x.com/donnelly_brent/status/2022057271229087895)  2026-02-12T21:16Z 91K followers, [----] engagements


"A bit of a longer comment on JPY What happened 1.BOJ meeting was neutral no major reaction. [--]. Massive sloppy sell off [------] to [------] shortly after. Speculation was it was an asset manager (not intervention) but nobody knows. Then it bounced to [------] and was steady until the Fed came in and asked banks for rates in USDJPY just after [--] a.m. N.Y. They were likely waiting for the liquidity to dry up (11:00 am is peak liquidity in FX) to achieve maximum impact. [--]. A lot of confusion as to what was going on but it eventually became clear that the Fed did a rate check and this was public"  
[X Link](https://x.com/donnelly_brent/status/2014823150589034907)  2026-01-23T22:10Z 91K followers, 297.3K engagements


"Trump: I hiked Swiss tariffs because their prime minister was rude to me Snowflake Tariffs"  
[X Link](https://x.com/donnelly_brent/status/2021645906580582636)  2026-02-11T18:01Z 91K followers, [----] engagements


"The new podcast with @MacroAlf is up and running. Wondering if the Fed turns dovish at next week's FOMC meeting. https://www.spectramarkets.com/library/podcasts/ https://www.spectramarkets.com/library/podcasts/"  
[X Link](https://x.com/donnelly_brent/status/1933533731253358838)  2025-06-13T14:35Z 91K followers, 27.6K engagements


"Bitcoin is running out of narratives. New (free) piece. https://www.spectramarkets.com/amfx/running-out-of-narratives/ https://www.spectramarkets.com/amfx/running-out-of-narratives/"  
[X Link](https://x.com/donnelly_brent/status/2021926690956447874)  2026-02-12T12:37Z 91K followers, 38.6K engagements


"@Alex_Brovechkin yes tha'ts definitely possible . i am not really SO bearihs . more just think that teh industry is mature and it will be boring not collapse"  
[X Link](https://x.com/donnelly_brent/status/2021937665164161069)  2026-02-12T13:21Z 91K followers, [---] engagements


"FRI DAY SPEED RUN clap clap (clap clap clap) https://www.spectramarkets.com/amfx/nowhere-to-hide/ https://www.spectramarkets.com/amfx/nowhere-to-hide/"  
[X Link](https://x.com/donnelly_brent/status/2022356449121427765)  2026-02-13T17:05Z 91K followers, [----] engagements


"Japan election : Good news bad price so far USDJPY unchanged on LDP landslide is a bit of a surprise. Was priced somewhat but this level of LDP dominance was not fully expected. USDJPY bulls will not be inspired by the price action so far though its obviously super early"  
[X Link](https://x.com/donnelly_brent/status/2020578141543207124)  2026-02-08T19:19Z 90.9K followers, 16.3K engagements


"Many excellent points With all due respect to Chris I completely disagree with this take. Chris argues that "web3" particularly crypto-powered gaming and media failed due to scams and regulation and that better regulation will unlock these non-financial cases. OK think about this for a second. With all due respect to Chris I completely disagree with this take. Chris argues that "web3" particularly crypto-powered gaming and media failed due to scams and regulation and that better regulation will unlock these non-financial cases. OK think about this for a second"  
[X Link](https://x.com/donnelly_brent/status/2020578467352347113)  2026-02-08T19:20Z 90.9K followers, 13.4K engagements


"this isn't realistic in its specifics but it does capture the excitement of a big day in FX pretty well imo . reminiscent of election night [----] or brexit vibes on the trading floor Every finance person needs to watch this episode from season [--] of Industry: https://t.co/vaJ1tRfme7 Every finance person needs to watch this episode from season [--] of Industry: https://t.co/vaJ1tRfme7"  
[X Link](https://x.com/donnelly_brent/status/2020828333882433857)  2026-02-09T11:53Z 91K followers, 39.4K engagements


"not the onion"  
[X Link](https://x.com/donnelly_brent/status/2020996899210236153)  2026-02-09T23:03Z 91K followers, 16.7K engagements


"just scratched my back with a metal fork do not recommend"  
[X Link](https://x.com/donnelly_brent/status/2021626043480891897)  2026-02-11T16:43Z 91K followers, [----] engagements


"@BenKizemchuk ok how is any of this actionable"  
[X Link](https://x.com/donnelly_brent/status/2021678500735021269)  2026-02-11T20:11Z 91K followers, [---] engagements


"i think it simply shows that the narrative on software changed and so people are actively reducing software and moving to real world things like energy. exactly like what happened pre passive in [----] or [----] or [----] or [----] this is literally the exact opposite of passive flow . it's humans and models selling one sector because it's at risk of disruption https://twitter.com/i/web/status/2021680969523306840 https://twitter.com/i/web/status/2021680969523306840"  
[X Link](https://x.com/donnelly_brent/status/2021680969523306840)  2026-02-11T20:21Z 91K followers, [---] engagements


"@newtruthiness very often futures listing marks major tops for the asset listed. ETH and other examples abound"  
[X Link](https://x.com/donnelly_brent/status/2021681121344274821)  2026-02-11T20:21Z 91K followers, [--] engagements


"@caprioleio Maybe Buffett will buy it at 0.4x nav"  
[X Link](https://x.com/donnelly_brent/status/2022043133673181493)  2026-02-12T20:20Z 91K followers, [----] engagements


"@H_a_r_m_e_n_ @TheFlowHorse Im not sure if you read the article but the entire point is that price did not follow narrative"  
[X Link](https://x.com/donnelly_brent/status/2022045722661769530)  2026-02-12T20:30Z 91K followers, [---] engagements


"@PauloMacro @MacroAlf"  
[X Link](https://x.com/donnelly_brent/status/1981696690857066695)  2025-10-24T12:18Z 91K followers, [----] engagements


"You want to see something insane This is EURUSD Trump1 vs. Trump2 Same y-axis. No fugazi chartcrime. Literally the same big figures. Have a glorious weekend"  
[X Link](https://x.com/donnelly_brent/status/2002141281888370723)  2025-12-19T22:17Z 91K followers, 164.1K engagements


"@MacroAlf You never left our hearts"  
[X Link](https://x.com/donnelly_brent/status/2006187739306131581)  2025-12-31T02:16Z 91K followers, [----] engagements


"@thesiriusreport Learn about what a normal distribution is man cmon for fuck sake Read a Taleb book promoting before posting this nonsense"  
[X Link](https://x.com/donnelly_brent/status/2017659590725231013)  2026-01-31T18:01Z 91K followers, [----] engagements


"@WatcherGuru Investment"  
[X Link](https://x.com/donnelly_brent/status/2017666182619300279)  2026-01-31T18:27Z 91K followers, [----] engagements


"Weird day today as you could have expected 14-17bps in 10s and [---] pips higher in USDJPY and instead 10s are up [--] and USDJPY is lower . Some discussion of intervention because there was a masisve volume spike and unexplained selloff in USDJPY but no confirmation at all from anyone on that. Good news / bad price for USDJPY and yields. Now we start to worry about Iran risk into the weekend so I do not think these moves are going to reverse. They will probably extend. https://twitter.com/i/web/status/2021608068669214891 https://twitter.com/i/web/status/2021608068669214891"  
[X Link](https://x.com/donnelly_brent/status/2021608068669214891)  2026-02-11T15:31Z 91K followers, [----] engagements


"@morningcallai yeah i think the fixed supply is a red herring. look at the supply of apple stock (collapsing) . demand is more important than supply most of the time in financial markets . supply of many assetes is fixed or falling . btc not really super special in that regard"  
[X Link](https://x.com/donnelly_brent/status/2021938167255859559)  2026-02-12T13:23Z 91K followers, [---] engagements


"While cross jpy has obvioulsy moved a ton today on this new "BUY JAPAN BECAUSE JGBs ARE STABLE" regime. Worth noting that long EURJPY and CHFJPY are two of the highest sharpe trades in any asset class over the past year . High sharpes tend to attract more and more money CTA/quant/humanoid. https://twitter.com/i/web/status/2021252255723188279 https://twitter.com/i/web/status/2021252255723188279"  
[X Link](https://x.com/donnelly_brent/status/2021252255723188279)  2026-02-10T15:57Z 91K followers, [----] engagements


"@jedimarkus77 Thxxxxx"  
[X Link](https://x.com/donnelly_brent/status/2022045940199436469)  2026-02-12T20:31Z 91K followers, [---] engagements


"@barkmeta wayne gretzky rookie cards PSA [--] or higher"  
[X Link](https://x.com/donnelly_brent/status/2022060219900289072)  2026-02-12T21:28Z 91K followers, [----] engagements


"get pumped https://www.youtube.com/watchv=5C0TZEOn-1g&t=90s https://www.youtube.com/watchv=5C0TZEOn-1g&t=90s"  
[X Link](https://x.com/donnelly_brent/status/2022338046101012669)  2026-02-13T15:52Z 91K followers, [----] engagements


"MICHAEL SAYLOR: "Soon every billionaire will buy a billion dollars of Bitcoin and the supply shock will be so great that we will stop measuring BTC in terms of fiat." https://t.co/SZlecOwcak MICHAEL SAYLOR: "Soon every billionaire will buy a billion dollars of Bitcoin and the supply shock will be so great that we will stop measuring BTC in terms of fiat." https://t.co/SZlecOwcak"  
[X Link](https://x.com/donnelly_brent/status/2022411634652971269)  2026-02-13T20:44Z 91K followers, 58.1K engagements


"Interesting POV from a guy on WSB A portion of your future tax dollars will go towards buying Cardano. Let that fucking sink in for a second. A portion of your future tax dollars will go towards buying Cardano. Let that fucking sink in for a second"  
[X Link](https://x.com/anyuser/status/1896601507505766599)  2025-03-03T16:40Z 91K followers, 144.1K engagements


"The put is lower. They are front loading the bad stuff and will try to deliver good stuff / pray for rebound in sentiment economy and stock market by midterms"  
[X Link](https://x.com/anyuser/status/1901343576149152185)  2025-03-16T18:43Z 91K followers, 183.7K engagements


"Nice chart from Fred Goodwin at State Street. Choose your fighter"  
[X Link](https://x.com/anyuser/status/1904493996891595036)  2025-03-25T11:22Z 91K followers, 172.2K engagements


"The best FX story ever My longtime friend Sal told me a great story yesterday. A story I had never heard before. Here it is. In [----] my grandad gave me [---] USD and the next day as I was walking past some money changers saw that for $100 I could get [-----] yen. I figured more yen means more money so lets exchange them Three days later I got yelled at by my grandad when I showed him the wad of yen bills so I had to return to the money changers and buy the USD back. Somehow I got [---] USD back I wasnt sure what was happening - maybe the fella made a mistake So I went to the shoe shop next door and"  
[X Link](https://x.com/donnelly_brent/status/1914681264247877743)  2025-04-22T14:02Z 91K followers, 71.2K engagements


"*BESSENT SEES DE-ESCALATION WITH CHINA SITUATION UNSUSTAINABLE "The situation we literally created with a series of basic policy errors appears to be unsustainable." Neat"  
[X Link](https://x.com/anyuser/status/1914711777423835541)  2025-04-22T16:03Z 91K followers, 114.3K engagements


"Friend of mine sent a pic from Tel Aviv. Absolutely insane photograph"  
[X Link](https://x.com/anyuser/status/1933596388853702750)  2025-06-13T18:44Z 91K followers, 144.8K engagements


"@ElizLanders what a waste of [--] million dollars "  
[X Link](https://x.com/donnelly_brent/status/1934027954691997892)  2025-06-14T23:19Z 91K followers, 51.5K engagements


"It's interesting to me how the revisions remain a reason for people to be bearish on the US labor market even when larger revisions were meaningless in [----] [----] [----] and [----]. Today's revisions are nothing special vs. what we have seen throughout this cycle. Demand and supply of labor are both contracting. That's why AHE is not going down. Happy to hear why this time is different. I've been wrong before() Feels to me like markets overreacting again and again to a stale indicator and Initial Claims send a more reliable picture than NFP revisions. If Claims ever confirm then it's game on for"  
[X Link](https://x.com/donnelly_brent/status/1951302408463651180)  2025-08-01T15:22Z 91K followers, 52.8K engagements


"My guess is that Kugler out plus BLS head fired takes gold up to [----] this week. It has consolidated enough and were headed towards a more Turkish style of monetary policy slowly but surely. Illiberal democracy with Turkish monetary characteristics (and some Chinese style industrial policy) all erodes trust. price of gold = 1/trust"  
[X Link](https://x.com/donnelly_brent/status/1952090018169934287)  2025-08-03T19:31Z 91K followers, 54.9K engagements


"The IPO of Bullish continues to mark the all-time high for all risky assets including NASDAQ and ETH pretty much right to the hour. We are on the stupidest timeline"  
[X Link](https://x.com/donnelly_brent/status/1961472056198848942)  2025-08-29T16:52Z 91K followers, 20K engagements


"The entire stock market depends on the idea that this ourobouros will continue forever. It is starting to pose meaningful economic and financial stability risks too. It's fun to say "keep dancing" but also everyone thinks they can get out before everybody else gets out. Good times. Graphic is via Bloomberg"  
[X Link](https://x.com/anyuser/status/1975937981434249442)  2025-10-08T14:55Z 91K followers, 78.9K engagements


"Advice to the NYSE Public Relations Department: When deciding who to pick to ring the bell Maybe dont pick a guy who wrote a book about a Wall Street Crash triggered by commercial banker greed retail excess Fed capture and stock market manipulation That might be Bad karma They literally rang a bell at the top"  
[X Link](https://x.com/donnelly_brent/status/1991144225648349332)  2025-11-19T13:59Z 91K followers, 25.1K engagements


"This is just like [----]. First the stocks crap out. Then the hiring slows. Then the layoffs begin"  
[X Link](https://x.com/donnelly_brent/status/1522638944554340365)  2022-05-06T18:06Z 91K followers, [----] engagements


"A few people have been asking why USDJPY is higher"  
[X Link](https://x.com/donnelly_brent/status/1534494829228572672)  2022-06-08T11:17Z 91K followers, [----] engagements


"Here's a chart of something going down 20% then rallying 20% . over and over. Kinda like PACW"  
[X Link](https://x.com/donnelly_brent/status/1656648682450690048)  2023-05-11T13:13Z 91K followers, 181.6K engagements


"You cannot make this sht up"  
[X Link](https://x.com/donnelly_brent/status/1661695254716620802)  2023-05-25T11:26Z 91K followers, 967.1K engagements


"Narrative cycles"  
[X Link](https://x.com/donnelly_brent/status/1696658314447266093)  2023-08-29T22:57Z 91K followers, 398K engagements


"I don't have anything but a screenshot so I'm sorry I cannot credit the genius that wrote this joke"  
[X Link](https://x.com/donnelly_brent/status/1702010231016870362)  2023-09-13T17:23Z 91K followers, 391.8K engagements


"15 years ago today. RIP LEH"  
[X Link](https://x.com/donnelly_brent/status/1702657634061455546)  2023-09-15T12:16Z 91K followers, 242K engagements


"Edvard Munch The Risk Manager [----] Oil and pastel on cardboard - The National Gallery Oslo"  
[X Link](https://x.com/donnelly_brent/status/1711926946710294934)  2023-10-11T02:09Z 91K followers, 194.3K engagements


"CPI analysis: Ex food healthcare transport energy vacation entertainment medicine baseball cards Rolex Tesla Perrier dog food vacuum cleaners office supplies light bulbs batteries diapers matches cable TV vinyl albums pretzels real estate commissions real estate pots and pans sunglasses glasses goggles pizza pasta cookies cake coffee tea and soda it was a historically weak report"  
[X Link](https://x.com/donnelly_brent/status/1712451294621749410)  2023-10-12T12:52Z 91K followers, 203.6K engagements


"Remnants of a lost civilization"  
[X Link](https://x.com/donnelly_brent/status/1713223043160449240)  2023-10-14T15:59Z 91K followers, 691.5K engagements


"Amazing fact: The Economist put out its Cryptos Downfall issue on November [--] [----]. The optimal holding period for fading Economist covers according to my study is [--] months. Almost time to take profit At current levels BTC is up 107% since that cover came out. btw the short bonds Economist cover trades are getting killed so far obv but there is plenty of time left on those. The XHB trade took chunky profit"  
[X Link](https://x.com/donnelly_brent/status/1716811175760114148)  2023-10-24T13:37Z 91K followers, 226.4K engagements


"Ants reacting to shortage of safe havens as bonds no longer function as a suitable hedge for risky assets. Ants carrying a gold chain https://t.co/SEVYTySYLW Ants carrying a gold chain https://t.co/SEVYTySYLW"  
[X Link](https://x.com/donnelly_brent/status/1719459082954739748)  2023-10-31T20:59Z 91K followers, 163.5K engagements


"This time is different"  
[X Link](https://x.com/donnelly_brent/status/1745851875142869377)  2024-01-12T16:54Z 91K followers, 496.7K engagements


"Heres my base case of how BTC plays out post ETF launch. Buy rumor / sell fact in progress. Leveraged longs hope 40k will hold and they hope big money comes in on the bid for the ETFs on Tuesday or sometime soon. Oops. Sophisticated individual investors are already long GBTC MSTR and other stuff like MARA and are flipping out of that into BITI. Some marginal demand for spot BTC generated here but not enough. Pension funds and sovereign wealth funds look on with interest but they need a lotta meetings and sign offs before they can pull the trigger. They are slow moving. This creates a baton"  
[X Link](https://x.com/donnelly_brent/status/1746643742696538380)  2024-01-14T21:21Z 91K followers, 269K engagements


"Someone on stack exchange ran a simulation of [---] players starting with $100 all using a Martingale betting strategy. This is the result. Cool graph. https://math.stackexchange.com/questions/83904/on-martingale-betting-system https://math.stackexchange.com/questions/83904/on-martingale-betting-system"  
[X Link](https://x.com/donnelly_brent/status/1779996305860788562)  2024-04-15T22:12Z 91K followers, 296.4K engagements


"@JeremiahDJohns Are any of these real"  
[X Link](https://x.com/donnelly_brent/status/1794549955719528888)  2024-05-26T02:03Z 91K followers, 246.9K engagements


"One of these things is not like the other"  
[X Link](https://x.com/donnelly_brent/status/1820468805367452047)  2024-08-05T14:36Z 91K followers, 694.3K engagements


"This tweet was meant to be a joke about how single variable explanations for market moves are obviously dumb. Then I got mansplained that its all about the JPY carry trade. I traded DEMJPY at Merrill during LTCM and was the USDJPY market maker right til the last day of Lehman Brothers. I understand the JPY carry trade. But its not just that either there are many factors behind this selloff. -Yen unwind -EMFX unwind that started two months ago -Debasement trades unwind as Harris odds rise -Peak AI narrative -Peak MOMO -VAR shock to vol shorts -Weak US data Happy Tuesday. One of these things is"  
[X Link](https://x.com/donnelly_brent/status/1820632240570994784)  2024-08-06T01:25Z 91K followers, 211.4K engagements


"A mistake I have made twice in my life is to think that the good times will last forever. We used to call the day trading office we worked at in 1999/2000 "The Faucet" because you just go in and fill up your account with P&L every day. Needless to say the good times never last forever. Each subsequent million has less marginal utility than the first million. If you are up crazy amounts you will never regret putting $350k into t-bills for every $1m you make. You only have to get rich once. Daily update #7 https://t.co/Nom8nXrS3o Daily update #7 https://t.co/Nom8nXrS3o"  
[X Link](https://x.com/donnelly_brent/status/1856038240450412845)  2024-11-11T18:16Z 91K followers, 288.7K engagements


"So just be clear. TRUMP coin down 40% because Melania launched a competitor coin and so bitcoin down $4k driving NASDAQ futures down [--] points Got it. Cool financial system you got there"  
[X Link](https://x.com/donnelly_brent/status/1881128020733579405)  2025-01-19T23:54Z 91K followers, 104.9K engagements


"Long post -- TRADING FAST MARKETS excerpt from Alpha Trader. Super relevant right now. [--]. Correct position size is the difference between winning and losing in a crisis. Too big is not OK; you might blow up or get fired. Too small is not OK either; you need to seize the moment. Trading in fast markets is when the most money gets made and Alpha Traders emerge. I remember as volatility went to the moon in [----] I changed my normal trade size in USDMXN from [--] million to [--] million and I was still amazed (scared) by the volatility of my P&L. If you can size dynamically using forward-looking"  
[X Link](https://x.com/donnelly_brent/status/1909014774815576150)  2025-04-06T22:46Z 91K followers, 164.4K engagements


"The pod Is out @MacroAlf https://open.spotify.com/episode/0h5yr2o7jawi0WqEN6H7uwsi=rQ9FtsKgSdCqFW-eiQcHtA https://open.spotify.com/episode/0h5yr2o7jawi0WqEN6H7uwsi=rQ9FtsKgSdCqFW-eiQcHtA"  
[X Link](https://x.com/donnelly_brent/status/1964358047364485273)  2025-09-06T16:00Z 91K followers, [----] engagements


"Happy Anniversary"  
[X Link](https://x.com/donnelly_brent/status/1967582944584958198)  2025-09-15T13:35Z 91K followers, 86.2K engagements


"@TheAustin24 @calvinfroedge If you think this is a useful recession indicator I am sorry"  
[X Link](https://x.com/donnelly_brent/status/1969810386976133375)  2025-09-21T17:06Z 91K followers, [---] engagements


"Recorded late Wednesday but still relevant. @MacroAlf New podcast is out. Thank you for your attention. To this. Matter. https://t.co/1i20QgQFz3 New podcast is out. Thank you for your attention. To this. Matter. https://t.co/1i20QgQFz3"  
[X Link](https://x.com/donnelly_brent/status/1977390263984087448)  2025-10-12T15:05Z 91K followers, 10.4K engagements


"The pod @MacroAlf https://open.spotify.com/episode/0SWQeA0o35SXreZsukvjAqsi=PmCzqgYHRpaxsZjpWGfc-w https://open.spotify.com/episode/0SWQeA0o35SXreZsukvjAqsi=PmCzqgYHRpaxsZjpWGfc-w"  
[X Link](https://x.com/donnelly_brent/status/1979201125271130158)  2025-10-17T15:01Z 91K followers, [----] engagements


"Magazine Cover Capital goes short FXI (China Large-Cap ETF) and long IWM (Russell ETF). The trades have been excellent over the past year. INTC omg. Magazine Cover Capital goes long BNDW (global bond ETF). The trades have been insane over the past year. Latest one long INTC is up 58% since August. You could argue short gold is a way to fade this cover but I think long bonds is the clear choice. Full explanation of what https://t.co/xJdwLepmP1 Magazine Cover Capital goes long BNDW (global bond ETF). The trades have been insane over the past year. Latest one long INTC is up 58% since August."  
[X Link](https://x.com/donnelly_brent/status/1981695894094553161)  2025-10-24T12:14Z 91K followers, 32.1K engagements


"Pod is out @MacroAlf https://open.spotify.com/episode/2QIG4PqWiRfTx61gQ0Az4Vsi=1d2oAcs-QiGBAn6HsVtlQA https://open.spotify.com/episode/2QIG4PqWiRfTx61gQ0Az4Vsi=1d2oAcs-QiGBAn6HsVtlQA"  
[X Link](https://x.com/donnelly_brent/status/1984266344918048945)  2025-10-31T14:28Z 91K followers, [----] engagements


"The podcast is back woohoo https://open.spotify.com/episode/7n80fnWp5WD7VLKQfoo39Wsi=fKbeQLS8R2iPOciGbNQPXQ https://open.spotify.com/episode/7n80fnWp5WD7VLKQfoo39Wsi=fKbeQLS8R2iPOciGbNQPXQ"  
[X Link](https://x.com/donnelly_brent/status/2010356167021597178)  2026-01-11T14:20Z 91K followers, [----] engagements


"@zugzwangE4 @MacroAlf Yes maybe 148/150"  
[X Link](https://x.com/donnelly_brent/status/2015464766341304562)  2026-01-25T16:40Z 91K followers, [----] engagements


"micro triangle break in silver"  
[X Link](https://x.com/donnelly_brent/status/2016265997791985953)  2026-01-27T21:44Z 91K followers, 11.9K engagements


"@barkmeta normal distribution cmon"  
[X Link](https://x.com/donnelly_brent/status/2017350869751067028)  2026-01-30T21:35Z 91K followers, [----] engagements


"Today the NASDAQ reversed a 4% intraday loss to close the day higher. Here are the other times that happened and the fwd returns in x+# of days. The main takeaway is this is bear market stuff. Not bullish. inspired by a tweet from @bespokeinvest HT Gitt"  
[X Link](https://x.com/donnelly_brent/status/1485731200350277639)  2022-01-24T21:48Z 91K followers, [----] engagements


"I was in Miami for two days of hedge fund meetings this week. Here are my notes for your weekend reading pleasure. Have a great long weekend. https://www.spectramarkets.com/wp-content/uploads/2022/05/AMFX-Miami-Trip-Notes-27MAY22.pdf https://www.spectramarkets.com/wp-content/uploads/2022/05/AMFX-Miami-Trip-Notes-27MAY22.pdf"  
[X Link](https://x.com/donnelly_brent/status/1530313924645617664)  2022-05-27T22:24Z 91K followers, [---] engagements


"Happy anniversary of the last day of Lehman Brothers"  
[X Link](https://x.com/donnelly_brent/status/1570443182227210247)  2022-09-15T16:03Z 91K followers, [---] engagements


"Chicago PMI below [--] has called [--] of the last [--] recessions with zero misses. I will dig into whether or not it has clearer timing than 3m/10y (which has the same perfect track record but frustrating lags)"  
[X Link](https://x.com/donnelly_brent/status/1597974596137144322)  2022-11-30T15:23Z 91K followers, [---] engagements


"The Fed said itll keep financial conditions tight. The market has now called bullshit. Your move Fed. Raise or fold"  
[X Link](https://x.com/donnelly_brent/status/1614373085112848384)  2023-01-14T21:25Z 91K followers, 308.4K engagements


"You are never invincible. The market wants your money and it will figure out all sorts of ways to take it. If you are singing on the desk or yelling with excitement or cheering a winning position or pumping your fist Get out. You are about to get punched in the mouth"  
[X Link](https://x.com/donnelly_brent/status/1615675932286615552)  2023-01-18T11:42Z 91K followers, 89.1K engagements


"Losing traders: Overtrade. Have no edge. Hate to be wrong. Are overconfident. Rely too much on simple indicators. Think more about trade ideas than risk management. Always trade the same position size. Are impulsive and undisciplined. Dont read much. Lie to themselves. Gamble"  
[X Link](https://x.com/donnelly_brent/status/1616075165028450307)  2023-01-19T14:08Z 91K followers, 57.8K engagements


"Watershed technical setup in 6-month t-bill yields as they have traced out a perfect Shrug Emoji pattern. @pboockvar"  
[X Link](https://x.com/donnelly_brent/status/1625856250935222273)  2023-02-15T13:55Z 91K followers, 85.6K engagements


"SIVB used low lending standards to attract unprofitable tech cos then took their deposits and gambled on MBS. You want to encourage that again next cycle A bit of short term pain is necessary. Everyone knew the 250k rule and they ignored it so they could get preferential loans to fund their unprofitable moonshots. Bubbles burst and the gamblers get ruined. Thats capitalism"  
[X Link](https://x.com/donnelly_brent/status/1634576133654999042)  2023-03-11T15:24Z 91K followers, 470K engagements


"To anyone who was not trading in 2004-2006 or [----] or 201& this dedollarization bullshit shows up every now and then. Dont worryits pure engagement bait mostly from people who know better. Ive linked articles from [----] [----] [----] [----] and [----] but I could find you one from every year since China entered the WTO. Its called King Dollar for a reason. https://money.cnn.com/2006/01/06/news/international/china_treasuries/ https://money.cnn.com/2006/01/06/news/international/china_treasuries/"  
[X Link](https://x.com/donnelly_brent/status/1641249751596167168)  2023-03-30T01:23Z 91K followers, 474.7K engagements


"There is no dedollarization happening. At all. Here are the major currencies' share of global transactions since 1989"  
[X Link](https://x.com/donnelly_brent/status/1641404626078425096)  2023-03-30T11:38Z 91K followers, 1.2M engagements


"The first Friday Speedrun is out Read it now for a quick explainer of what matters in markets this week. It's free and it will always be free. Please forward and retweet for extra karmic jelly beans. https://tinyurl.com/fridayspeedrun https://tinyurl.com/fridayspeedrun"  
[X Link](https://x.com/donnelly_brent/status/1644422033357549569)  2023-04-07T19:28Z 91K followers, 645.7K engagements


""Dedollarization" Update. Data as of February 2023"  
[X Link](https://x.com/donnelly_brent/status/1646114786470510594)  2023-04-12T11:35Z 91K followers, 145.9K engagements


"A client asked me to make this so I did. It's not a bad visual summary of the last [--] years in US equities. S&P [---] consecutive UP years (green) and consecutive DOWN years (black) [----] to now (2023 = YTD)"  
[X Link](https://x.com/donnelly_brent/status/1673446157891010566)  2023-06-26T21:40Z 91K followers, 171.1K engagements


"This chart shows the relationship between the US Unemployment Rate and the budget deficit. ECO [---] teaches you that when times are tough the government fills the gap with automatic stabilizers and discretionary stimulus. Current orthodoxy ignores the revenue side and spends at any arbitrary level determined via napkin doodles. The figure looks complicated but its pretty simple: [--]. The orthodox slope is the steep black line. That shows wider deficits and higher unemployment from [----] to the late 2010s. [--]. The Trump TCJA took the relationship away from the standard black line. See Trump TCJA"  
[X Link](https://x.com/donnelly_brent/status/1686765756074086400)  2023-08-02T15:47Z 91K followers, 253.9K engagements


"People like to rage about higher home prices and blame the Fed and WEF or Biden or Obama or GWB etc. A significant part of the problem is that homes are 2.5x bigger than they used to be. This simple equation: Home prices in [----] plus inflation X size of average home in square feet Explains most of the price increase since [----]. Americans desire for bigger and bigger homes is a big part of what makes them expensive. More small homes would be a start towards a solution. But I bet nobody would buy them"  
[X Link](https://x.com/donnelly_brent/status/1705957930913165587)  2023-09-24T14:50Z 91K followers, 365.6K engagements


"More fiction has been written in Excel than in Word. - Pythagoras [---] BC"  
[X Link](https://x.com/donnelly_brent/status/1710035571584717063)  2023-10-05T20:53Z 91K followers, 128.5K engagements


"Interesting setup in equities right now. Retail surveys like AAII show max bearish but yet retail has never bought the dip in TSLA this aggressively. Even as earnings approach sales growth plummets and the brand value drowns Pavlovs dogs are not to be denied. Meanwhile most HF and institutional people I talk to are either optimistic on tariff delaysor bearish but too scared to be short because of topside headline convexity. So its the rare most are bearish few are short setup. This could mean that instead of the normal positive drift stocks have negative decay as no news on trade deals means"  
[X Link](https://x.com/donnelly_brent/status/1914090782912397740)  2025-04-20T22:56Z 91K followers, 149K engagements


"Reminder that in [----] even as stocks fell 50% long SPX on Tuesday was strongly positive for the year. Tuesdays tend to be reversal days in bear markets"  
[X Link](https://x.com/donnelly_brent/status/1914421399696920776)  2025-04-21T20:50Z 91K followers, 77.7K engagements

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