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# ![@fejau_inc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3195785191.png) @fejau_inc fejau

fejau posts on X about fed, qe, bitcoin, inflation the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::3195785191/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3195785191/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +134%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +158%

### Mentions: XX [#](/creator/twitter::3195785191/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3195785191/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +25%
- X Months XXX -XX%
- X Year XXXXX +50%

### Followers: XXXXXX [#](/creator/twitter::3195785191/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3195785191/c:line/m:followers.svg)

- X Week XXXXXX +0.37%
- X Month XXXXXX +1.40%
- X Months XXXXXX +13%
- X Year XXXXXX +78%

### CreatorRank: XXXXXXX [#](/creator/twitter::3195785191/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3195785191/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3195785191/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #562 [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[fed](/topic/fed) #85, [qe](/topic/qe) #6, [bitcoin](/topic/bitcoin) #272, [inflation](/topic/inflation) #621, [china](/topic/china) 0.45%, [bags](/topic/bags) #1414, [over the](/topic/over-the) #1475, [$92k](/topic/$92k) #11, [ct](/topic/ct) #304, [reserves](/topic/reserves) #7

**Top accounts mentioned or mentioned by**
[@forwardguidance](/creator/undefined) [@dampedspring](/creator/undefined) [@derivativesdon](/creator/undefined) [@lukegromen](/creator/undefined) [@qthomp](/creator/undefined) [@benkizemchuk](/creator/undefined) [@permissionless](/creator/undefined) [@lynaldencontact](/creator/undefined) [@dannydayan5](/creator/undefined) [@fejauinc](/creator/undefined) [@blacklioncta](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@1000xpod](/creator/undefined) [@marketspuke](/creator/undefined) [@conksresearch](/creator/undefined) [@cash_contango](/creator/undefined) [@ostiumlabs](/creator/undefined) [@bankunlimited](/creator/undefined) [@wild_randomness](/creator/undefined) [@s_on_chain](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [XRP (XRP)](/topic/xrp)
### Top Social Posts [#](/creator/twitter::3195785191/posts)
---
Top posts by engagements in the last XX hours

"Were not going into hyperinflation Were also not going into deflation Were going into a secret third thing (stagnation from crowding out effects of too much government spending leading to above target inflation)"  
[X Link](https://x.com/fejau_inc/status/1976556996724764848) [@fejau_inc](/creator/x/fejau_inc) 2025-10-10T07:54Z 78K followers, 109.7K engagements


"Highlight of the conference for me was sitting down with @crossbordercap a truly great thinker. He has the best framework for why Gold is running so much: China is re collateralizing their financial system with gold in reaction to US stablecoin dominance"  
[X Link](https://x.com/fejau_inc/status/1978741558007496883) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T08:35Z 78K followers, 41.3K engagements


"This is gonna upset some people"  
[X Link](https://x.com/fejau_inc/status/1979194045810585939) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T14:33Z 78K followers, 49.1K engagements


"your options are: - short now and keep getting steamrolled into a euphoric top - stay in cash and just sidestep the whole thing - dance while the music is playing and try to have some sort of signals to get you out in time i have a lot of PNL to work with this year so i feel comfortable pressing it into EOY and confident in my trading systems ill be able to get out at a decent time if george ends up being correct. sure i may hit with a 3-5% drawdown but feel confident i can keep it to just that. I prefer to do that than keep trying to buy puts and getting steamrolled. im not sure what age has"  
[X Link](https://x.com/fejau_inc/status/1975964565507801372) [@fejau_inc](/creator/x/fejau_inc) 2025-10-08T16:40Z 77.9K followers, XXX engagements


"Landed in London for @blockworksDAS Bosch"  
[X Link](https://x.com/fejau_inc/status/1976559519141679247) [@fejau_inc](/creator/x/fejau_inc) 2025-10-10T08:04Z 77.9K followers, 27.7K engagements


"guy who skipped the BSC china meme coin carnage because he was too lazy to bridge over"  
[X Link](https://x.com/fejau_inc/status/1976678267215327367) [@fejau_inc](/creator/x/fejau_inc) 2025-10-10T15:56Z 78K followers, 17.2K engagements


"Running a complex delta neutral strategy of shorting crypto and KOL posting on X for ad revenue payments"  
[X Link](https://x.com/fejau_inc/status/1978004182549340526) [@fejau_inc](/creator/x/fejau_inc) 2025-10-14T07:45Z 77.9K followers, 19.8K engagements


"@lBattleRhino There only doing $5b a month its already basically nothing But the sentiment of it is good"  
[X Link](https://x.com/fejau_inc/status/1978202128519680268) [@fejau_inc](/creator/x/fejau_inc) 2025-10-14T20:51Z 78K followers, 4276 engagements


"@brianrolph3 What did he say"  
[X Link](https://x.com/fejau_inc/status/1978838701116453057) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T15:01Z 77.9K followers, XXX engagements


"@brianrolph3 He fully said it what are you talking about lol"  
[X Link](https://x.com/fejau_inc/status/1978840085895254053) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T15:06Z 77.9K followers, XXX engagements


"@brianrolph3 This conversation is microwaving my brain"  
[X Link](https://x.com/fejau_inc/status/1978842627454734828) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T15:17Z 77.9K followers, XXX engagements


"@guybedo Were selling XRP for USD*"  
[X Link](https://x.com/fejau_inc/status/1979005565062836314) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T02:04Z 77.9K followers, XXX engagements


"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp No. Zero payment whatsoever or communication or anything. Stop making up bs"  
[X Link](https://x.com/fejau_inc/status/1979171505004003752) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T13:03Z 78K followers, 1109 engagements


"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp And I dont own it either so not pumping bags either. Its just a funny meme. Careful saying defamatory things like that with zero basis for then"  
[X Link](https://x.com/fejau_inc/status/1979171910446432447) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T13:05Z 78K followers, 1130 engagements


"@plur_daddy @Nedalltheway Exactly same"  
[X Link](https://x.com/fejau_inc/status/1979193591357456679) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T14:31Z 78K followers, 1561 engagements


"@notthreadguy They need to Make sexy Pnl cards in interactive brokers l"  
[X Link](https://x.com/fejau_inc/status/1979541050319671327) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T13:32Z 78K followers, 1096 engagements


"@mumsaidgetajob i would say that's also a symptom of regulatory overhang. no retail investor was allowed to participate in capital raising tehrefore the only capital raising came from private stage VC that then gets dumped on open market. there was no room to iterate on token launch"  
[X Link](https://x.com/fejau_inc/status/1975663181776494807) [@fejau_inc](/creator/x/fejau_inc) 2025-10-07T20:43Z 78K followers, XXX engagements


"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp @Keemi3sReturns guy gets upset made up story about coin shills shills his own memecoin as rebuttal Have a good day internet stranger"  
[X Link](https://x.com/fejau_inc/status/1979181662446444870) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T13:44Z 78K followers, XXX engagements


"@toplonging Im just waiting out for the market structure bill. Hopefully it addresses a lot of these things"  
[X Link](https://x.com/fejau_inc/status/1979633646517846326) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T19:40Z 78K followers, 1447 engagements


"The reason I still love gold paired with bitcoin comes down to understanding the amount of risk you take on for the return. Over the last X years Bitcoin has not outperformed Gold and is where it's at relatively in 2021. In the meantime Gold has had a XX% historical volatility whereas Bitcoin at 55%. So with gold you could have had a similar return with a fraction of the volatlity. Now if you're a swing trader (i am) and think you can time bitcoin the higher vol allows you good upside if you can time things. But with the higher vol you also would likely lower your size vs a gold long The two"  
[X Link](https://x.com/fejau_inc/status/1962907088440754176) [@fejau_inc](/creator/x/fejau_inc) 2025-09-02T15:54Z 78K followers, 90K engagements


"Reddit is quitting their job after making $92k. Were certainly not early"  
[X Link](https://x.com/fejau_inc/status/1974623302321914324) [@fejau_inc](/creator/x/fejau_inc) 2025-10-04T23:50Z 78K followers, 952.4K engagements


"Every country is pivoting to running it hot. Were gonna run as wide of deficits as possible to try and outgrow the debt. Central banks are giving up on inflation and fiscal dominance is arriving. Nominal assets will do well debasement hedges will do even better. The world of 2010-2020 is no longer. Reset your priors. Lets fucken go"  
[X Link](https://x.com/fejau_inc/status/1974989131953655970) [@fejau_inc](/creator/x/fejau_inc) 2025-10-06T00:04Z 78K followers, 317.8K engagements


"how do i get into Trump's paid group pls help"  
[X Link](https://x.com/fejau_inc/status/1975302732388184189) [@fejau_inc](/creator/x/fejau_inc) 2025-10-06T20:50Z 78K followers, 785.4K engagements


"How do you think our newly unemployed option selling redditor is doing today"  
[X Link](https://x.com/fejau_inc/status/1976754015414423760) [@fejau_inc](/creator/x/fejau_inc) 2025-10-10T20:57Z 78K followers, 375.1K engagements


"@lord_fed Most exchanges offer 100x A few years ago some places had 1000x"  
[X Link](https://x.com/fejau_inc/status/1977027342636925367) [@fejau_inc](/creator/x/fejau_inc) 2025-10-11T15:03Z 78K followers, 2091 engagements


"QT could be done by this October FOMC meeting at this rate"  
[X Link](https://x.com/fejau_inc/status/1978812233774698673) [@fejau_inc](/creator/x/fejau_inc) 2025-10-16T13:16Z 78K followers, 103.2K engagements


"Why is CT rage shorting gold Find god"  
[X Link](https://x.com/fejau_inc/status/1979005951660175698) [@fejau_inc](/creator/x/fejau_inc) 2025-10-17T02:06Z 78K followers, 44.9K engagements


"Yep. My read on current weakness is any firm that is spot long and perp short and got ADLd now needs to unwind their long positions to get their book at balance. If a firm got carried out and now is going to be winding down that could be significant sell pressure as it winds down. Not systemic but a steady marginal seller at the same time that DAT demand evaporates. Time will heal this and as I keep saying I believe 2026 will be constructive but we need time to regain equilibrium. Be well"  
[X Link](https://x.com/fejau_inc/status/1979366075717554623) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T01:57Z 78K followers, 251.4K engagements


"@doggo5578 My short term bags all Got stopped out at 120k last week for a small loss. Still have yet to re enter. Long term bags are doing long term things"  
[X Link](https://x.com/fejau_inc/status/1979366824207880516) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T02:00Z 78K followers, 7716 engagements


"CT has been so severely taken advantage of by disingenuous grifters for so many years that basic corporate governance sends everyone into fight or flight lol The closer we can get tokens to have basic equity rights the better the industry can evolve"  
[X Link](https://x.com/fejau_inc/status/1979628493941219569) [@fejau_inc](/creator/x/fejau_inc) 2025-10-18T19:19Z 78K followers, 64.1K engagements


"Theres no 2019 repo playbook because SRF exists now whereas it didnt back then. The infrastructure exits already if its needed. Why do people assume that a lack of QT implies incoming QE Im genuinely confused where this idea came from. You can just be neutral QE has never been done with rates above X. Rates go to zero first then if thats not enough QE begins. I dont want to be long in a world where thats the case as it means were in a truly terrible recession"  
[X Link](https://x.com/fejau_inc/status/1979919577007235395) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T14:36Z 78K followers, 116.9K engagements


"@conksresearch All roads lead back to shitposting"  
[X Link](https://x.com/fejau_inc/status/1979922604543647913) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T14:48Z 78K followers, 1533 engagements


"Two things can be true: 1) reserve levels are slowly hitting scarce levels and the Fed should move out of QT pretty soon here 2) a 2019 repo spike is unlikely QE is not starting tomorrow the Fed has much better control over the funding market than it did in 2019 Thank you"  
[X Link](https://x.com/fejau_inc/status/1979923492800704763) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T14:52Z 78K followers, 23.1K engagements


"@BlacklionCTA I guess with the right fed chair anything is possible 😂"  
[X Link](https://x.com/fejau_inc/status/1979936801868456005) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T15:44Z 78K followers, 4841 engagements


"@NICKYN00DL3S Yes its designed to stop that Yes it can spike for a couple days at a time but the Fed doesnt need to do anything but let it work What they did in 2019 to intervene was just do a temporary SRF Now that its permanent theres no need"  
[X Link](https://x.com/fejau_inc/status/1979938011484766543) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T15:49Z 78K followers, XXX engagements


"@BlacklionCTA @DerivativesDon One is short duration the other is long duration Quite clear cut imo"  
[X Link](https://x.com/fejau_inc/status/1979946472532746332) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T16:23Z 78K followers, XXX engagements


"@LukeGromen @infraa_ @DerivativesDon Yeah for sure. End of the day to me what matters is rails for the Fed to absorb duration because no one else wants it I.e if purchases of bills by the fed allows treasury to issue more short duration and less long duration thats relevant to me"  
[X Link](https://x.com/fejau_inc/status/1979946834367066128) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T16:24Z 78K followers, 1073 engagements


"@LynAldenContact @BlacklionCTA Thats short duration reserves growing in line with GDP I guess it depends on your definition of QE My definition is the Fed purchasing long duration bonds (2yr+) in exchange for cbank reserves What you refer to has nothing to do with that and is duration neutral"  
[X Link](https://x.com/fejau_inc/status/1979947857726869936) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T16:28Z 78K followers, 4211 engagements


"Yep and the issue with current analysis is on execution that not QE after the 2019 repo spike is the same mechanism as the current standing repo facility So the Fed doesnt need to do any intervening because the SRF is seeing uptake. The SRF uptake is the intervention. So to say that the Fed needs to intervene because of SRF uptake like James mentioned in his newsletter isnt consistent imo"  
[X Link](https://x.com/fejau_inc/status/1979950353618788460) [@fejau_inc](/creator/x/fejau_inc) 2025-10-19T16:38Z 78K followers, 7337 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@fejau_inc Avatar @fejau_inc fejau

fejau posts on X about fed, qe, bitcoin, inflation the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +134%
  • X Months XXXXXXXXXX -XX%
  • X Year XXXXXXXXXX +158%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +25%
  • X Months XXX -XX%
  • X Year XXXXX +50%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.37%
  • X Month XXXXXX +1.40%
  • X Months XXXXXX +13%
  • X Year XXXXXX +78%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% cryptocurrencies #562 countries XXXX% travel destinations XXXX% currencies XXXX% exchanges XXXX%

Social topic influence fed #85, qe #6, bitcoin #272, inflation #621, china 0.45%, bags #1414, over the #1475, $92k #11, ct #304, reserves #7

Top accounts mentioned or mentioned by @forwardguidance @dampedspring @derivativesdon @lukegromen @qthomp @benkizemchuk @permissionless @lynaldencontact @dannydayan5 @fejauinc @blacklioncta @bickerinbrattle @1000xpod @marketspuke @conksresearch @cash_contango @ostiumlabs @bankunlimited @wild_randomness @s_on_chain

Top assets mentioned Bitcoin (BTC) XRP (XRP)

Top Social Posts #


Top posts by engagements in the last XX hours

"Were not going into hyperinflation Were also not going into deflation Were going into a secret third thing (stagnation from crowding out effects of too much government spending leading to above target inflation)"
X Link @fejau_inc 2025-10-10T07:54Z 78K followers, 109.7K engagements

"Highlight of the conference for me was sitting down with @crossbordercap a truly great thinker. He has the best framework for why Gold is running so much: China is re collateralizing their financial system with gold in reaction to US stablecoin dominance"
X Link @fejau_inc 2025-10-16T08:35Z 78K followers, 41.3K engagements

"This is gonna upset some people"
X Link @fejau_inc 2025-10-17T14:33Z 78K followers, 49.1K engagements

"your options are: - short now and keep getting steamrolled into a euphoric top - stay in cash and just sidestep the whole thing - dance while the music is playing and try to have some sort of signals to get you out in time i have a lot of PNL to work with this year so i feel comfortable pressing it into EOY and confident in my trading systems ill be able to get out at a decent time if george ends up being correct. sure i may hit with a 3-5% drawdown but feel confident i can keep it to just that. I prefer to do that than keep trying to buy puts and getting steamrolled. im not sure what age has"
X Link @fejau_inc 2025-10-08T16:40Z 77.9K followers, XXX engagements

"Landed in London for @blockworksDAS Bosch"
X Link @fejau_inc 2025-10-10T08:04Z 77.9K followers, 27.7K engagements

"guy who skipped the BSC china meme coin carnage because he was too lazy to bridge over"
X Link @fejau_inc 2025-10-10T15:56Z 78K followers, 17.2K engagements

"Running a complex delta neutral strategy of shorting crypto and KOL posting on X for ad revenue payments"
X Link @fejau_inc 2025-10-14T07:45Z 77.9K followers, 19.8K engagements

"@lBattleRhino There only doing $5b a month its already basically nothing But the sentiment of it is good"
X Link @fejau_inc 2025-10-14T20:51Z 78K followers, 4276 engagements

"@brianrolph3 What did he say"
X Link @fejau_inc 2025-10-16T15:01Z 77.9K followers, XXX engagements

"@brianrolph3 He fully said it what are you talking about lol"
X Link @fejau_inc 2025-10-16T15:06Z 77.9K followers, XXX engagements

"@brianrolph3 This conversation is microwaving my brain"
X Link @fejau_inc 2025-10-16T15:17Z 77.9K followers, XXX engagements

"@guybedo Were selling XRP for USD*"
X Link @fejau_inc 2025-10-17T02:04Z 77.9K followers, XXX engagements

"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp No. Zero payment whatsoever or communication or anything. Stop making up bs"
X Link @fejau_inc 2025-10-17T13:03Z 78K followers, 1109 engagements

"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp And I dont own it either so not pumping bags either. Its just a funny meme. Careful saying defamatory things like that with zero basis for then"
X Link @fejau_inc 2025-10-17T13:05Z 78K followers, 1130 engagements

"@plur_daddy @Nedalltheway Exactly same"
X Link @fejau_inc 2025-10-17T14:31Z 78K followers, 1561 engagements

"@notthreadguy They need to Make sexy Pnl cards in interactive brokers l"
X Link @fejau_inc 2025-10-18T13:32Z 78K followers, 1096 engagements

"@mumsaidgetajob i would say that's also a symptom of regulatory overhang. no retail investor was allowed to participate in capital raising tehrefore the only capital raising came from private stage VC that then gets dumped on open market. there was no room to iterate on token launch"
X Link @fejau_inc 2025-10-07T20:43Z 78K followers, XXX engagements

"@SolumSursum @Tyler_Neville_ @Chosin76 @BankUnlimited @profplum99 @qthomp @Keemi3sReturns guy gets upset made up story about coin shills shills his own memecoin as rebuttal Have a good day internet stranger"
X Link @fejau_inc 2025-10-17T13:44Z 78K followers, XXX engagements

"@toplonging Im just waiting out for the market structure bill. Hopefully it addresses a lot of these things"
X Link @fejau_inc 2025-10-18T19:40Z 78K followers, 1447 engagements

"The reason I still love gold paired with bitcoin comes down to understanding the amount of risk you take on for the return. Over the last X years Bitcoin has not outperformed Gold and is where it's at relatively in 2021. In the meantime Gold has had a XX% historical volatility whereas Bitcoin at 55%. So with gold you could have had a similar return with a fraction of the volatlity. Now if you're a swing trader (i am) and think you can time bitcoin the higher vol allows you good upside if you can time things. But with the higher vol you also would likely lower your size vs a gold long The two"
X Link @fejau_inc 2025-09-02T15:54Z 78K followers, 90K engagements

"Reddit is quitting their job after making $92k. Were certainly not early"
X Link @fejau_inc 2025-10-04T23:50Z 78K followers, 952.4K engagements

"Every country is pivoting to running it hot. Were gonna run as wide of deficits as possible to try and outgrow the debt. Central banks are giving up on inflation and fiscal dominance is arriving. Nominal assets will do well debasement hedges will do even better. The world of 2010-2020 is no longer. Reset your priors. Lets fucken go"
X Link @fejau_inc 2025-10-06T00:04Z 78K followers, 317.8K engagements

"how do i get into Trump's paid group pls help"
X Link @fejau_inc 2025-10-06T20:50Z 78K followers, 785.4K engagements

"How do you think our newly unemployed option selling redditor is doing today"
X Link @fejau_inc 2025-10-10T20:57Z 78K followers, 375.1K engagements

"@lord_fed Most exchanges offer 100x A few years ago some places had 1000x"
X Link @fejau_inc 2025-10-11T15:03Z 78K followers, 2091 engagements

"QT could be done by this October FOMC meeting at this rate"
X Link @fejau_inc 2025-10-16T13:16Z 78K followers, 103.2K engagements

"Why is CT rage shorting gold Find god"
X Link @fejau_inc 2025-10-17T02:06Z 78K followers, 44.9K engagements

"Yep. My read on current weakness is any firm that is spot long and perp short and got ADLd now needs to unwind their long positions to get their book at balance. If a firm got carried out and now is going to be winding down that could be significant sell pressure as it winds down. Not systemic but a steady marginal seller at the same time that DAT demand evaporates. Time will heal this and as I keep saying I believe 2026 will be constructive but we need time to regain equilibrium. Be well"
X Link @fejau_inc 2025-10-18T01:57Z 78K followers, 251.4K engagements

"@doggo5578 My short term bags all Got stopped out at 120k last week for a small loss. Still have yet to re enter. Long term bags are doing long term things"
X Link @fejau_inc 2025-10-18T02:00Z 78K followers, 7716 engagements

"CT has been so severely taken advantage of by disingenuous grifters for so many years that basic corporate governance sends everyone into fight or flight lol The closer we can get tokens to have basic equity rights the better the industry can evolve"
X Link @fejau_inc 2025-10-18T19:19Z 78K followers, 64.1K engagements

"Theres no 2019 repo playbook because SRF exists now whereas it didnt back then. The infrastructure exits already if its needed. Why do people assume that a lack of QT implies incoming QE Im genuinely confused where this idea came from. You can just be neutral QE has never been done with rates above X. Rates go to zero first then if thats not enough QE begins. I dont want to be long in a world where thats the case as it means were in a truly terrible recession"
X Link @fejau_inc 2025-10-19T14:36Z 78K followers, 116.9K engagements

"@conksresearch All roads lead back to shitposting"
X Link @fejau_inc 2025-10-19T14:48Z 78K followers, 1533 engagements

"Two things can be true: 1) reserve levels are slowly hitting scarce levels and the Fed should move out of QT pretty soon here 2) a 2019 repo spike is unlikely QE is not starting tomorrow the Fed has much better control over the funding market than it did in 2019 Thank you"
X Link @fejau_inc 2025-10-19T14:52Z 78K followers, 23.1K engagements

"@BlacklionCTA I guess with the right fed chair anything is possible 😂"
X Link @fejau_inc 2025-10-19T15:44Z 78K followers, 4841 engagements

"@NICKYN00DL3S Yes its designed to stop that Yes it can spike for a couple days at a time but the Fed doesnt need to do anything but let it work What they did in 2019 to intervene was just do a temporary SRF Now that its permanent theres no need"
X Link @fejau_inc 2025-10-19T15:49Z 78K followers, XXX engagements

"@BlacklionCTA @DerivativesDon One is short duration the other is long duration Quite clear cut imo"
X Link @fejau_inc 2025-10-19T16:23Z 78K followers, XXX engagements

"@LukeGromen @infraa_ @DerivativesDon Yeah for sure. End of the day to me what matters is rails for the Fed to absorb duration because no one else wants it I.e if purchases of bills by the fed allows treasury to issue more short duration and less long duration thats relevant to me"
X Link @fejau_inc 2025-10-19T16:24Z 78K followers, 1073 engagements

"@LynAldenContact @BlacklionCTA Thats short duration reserves growing in line with GDP I guess it depends on your definition of QE My definition is the Fed purchasing long duration bonds (2yr+) in exchange for cbank reserves What you refer to has nothing to do with that and is duration neutral"
X Link @fejau_inc 2025-10-19T16:28Z 78K followers, 4211 engagements

"Yep and the issue with current analysis is on execution that not QE after the 2019 repo spike is the same mechanism as the current standing repo facility So the Fed doesnt need to do any intervening because the SRF is seeing uptake. The SRF uptake is the intervention. So to say that the Fed needs to intervene because of SRF uptake like James mentioned in his newsletter isnt consistent imo"
X Link @fejau_inc 2025-10-19T16:38Z 78K followers, 7337 engagements

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