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# ![@kashyap286 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1562962842.png) @kashyap286 Kashyap Sriram

Kashyap Sriram posts on X about bitcoin, has been, debt, $nvda the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1562962842/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1562962842/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +274%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::1562962842/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1562962842/c:line/m:posts_active.svg)

- X Week XX +37%
- X Month XXX +76%
- X Months XXX -XX%
- X Year XXXXX +41%

### Followers: XXXXXX [#](/creator/twitter::1562962842/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1562962842/c:line/m:followers.svg)

- X Week XXXXXX +0.58%
- X Month XXXXXX +5.20%
- X Months XXXXXX +11%
- X Year XXXXXX +48%

### CreatorRank: XXXXXXX [#](/creator/twitter::1562962842/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1562962842/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1562962842/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #8045 [countries](/list/countries)  XXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX% [exchanges](/list/exchanges)  XXXX% [celebrities](/list/celebrities)  XXXX% [events](/list/events)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #3101, [has been](/topic/has-been) 1.53%, [debt](/topic/debt) #1199, [$nvda](/topic/$nvda) #1389, [stocks](/topic/stocks) 1.02%, [money](/topic/money) 1.02%, [japan](/topic/japan) 0.77%, [india](/topic/india) 0.77%, [gdp](/topic/gdp) #216, [bubble](/topic/bubble) #860

**Top accounts mentioned or mentioned by**
[@yellowlablife](/creator/undefined) [@birdseye88](/creator/undefined) [@lawrencelepard](/creator/undefined) [@bogatayaakula](/creator/undefined) [@saylor](/creator/undefined) [@calvinfroedge](/creator/undefined) [@pythiar](/creator/undefined) [@jasonp138](/creator/undefined) [@rukie29](/creator/undefined) [@dariocpx](/creator/undefined) [@stuart760](/creator/undefined) [@convertbond](/creator/undefined) [@wavegodmcfly](/creator/undefined) [@giovannidamario](/creator/undefined) [@amitisinvesting](/creator/undefined) [@blockchain1013](/creator/undefined) [@sunny051488](/creator/undefined) [@cyqotek](/creator/undefined) [@ramahluwalia](/creator/undefined) [@bensasoun](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Credit Suisse Group (CS)](/topic/credit-suisse) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Teck Resources Limited (TECK)](/topic/$teck) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Solana (SOL)](/topic/$sol) [IREN Limited (IREN)](/topic/$iren) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [Netflix Inc (NFLX)](/topic/$nflx) [Kaspa (KAS)](/topic/kaspa) [Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [Blackstone, Inc. (BX)](/topic/$bx) [Strategy (MSTR)](/topic/$mstr) [USDC (USDC)](/topic/usdc)
### Top Social Posts [#](/creator/twitter::1562962842/posts)
---
Top posts by engagements in the last XX hours

"Cantor thinks $NVDA is worth $XXX trillion. That's more than the GDP of Japan India and Germany. Cantor's "This is not a bubble" statement is going to be as infamous as Bernanke's "sub-prime mess is grave but largely contained""  
[X Link](https://x.com/kashyap286/status/1976259749198070215) [@kashyap286](/creator/x/kashyap286) 2025-10-09T12:13Z 21.8K followers, 36.9K engagements


"Private credit is dealing with losses. The Japanese Yen is sending a distress signal. Gasoline is indicating recession risk. Sand Hill Road OGs are calling out the AI accounting fraud. Quant land is worried. MSM is taking great pains to claim there is no bubble. Meanwhile $HOOD clients are YOLOing into US stocks at ATHs. Mr. Gurley's post is significant. After Peter Thiel's warning Silly-con Valley Bank $SIVB didn't last a week. Granted most stock flows are now passive but that just means investors will be slow to react once the crash begins. Better a day early than a week too late"  
[X Link](https://x.com/kashyap286/status/1976554887765774556) [@kashyap286](/creator/x/kashyap286) 2025-10-10T07:46Z 21.8K followers, 14.5K engagements


"Gasoline is a leading indicator. NBER data is a lagging indicator. Without all the AI malinvestment US GDP grew just XXX% in the first half of 2025. Data center investment accounted for a whopping XX% of GDP expansion - this is bigger than the railroads mania subprime and dotcom. If you remove the revenue round tripping from the data GDP growth is already negative. I wouldn't second guess this price action - this is a time to be completely out of oil nat gas heating oil and gasoline futures"  
[X Link](https://x.com/kashyap286/status/1977183694486946116) [@kashyap286](/creator/x/kashyap286) 2025-10-12T01:25Z 21.8K followers, 19.5K engagements


"@GuyTalksFinance What if this is the time you turn out to be right but you lose money instead This is how great minds got suckered by the South Sea bubble"  
[X Link](https://x.com/kashyap286/status/1979452146727948557) [@kashyap286](/creator/x/kashyap286) 2025-10-18T07:39Z 21.8K followers, XXX engagements


"In 2023 Mike Alfred was an engagement farmer. He would promise giveaways to grow his impressions then delete his posts. Typical crypto influencer. Don't take anything he says seriously. Credit to @ThHappyHawaiian for catching this"  
[X Link](https://x.com/kashyap286/status/1979454876548763885) [@kashyap286](/creator/x/kashyap286) 2025-10-18T07:49Z 21.8K followers, 15.8K engagements


"@NeilJacobs It went down to $15k after that. As @Convertbond says drawdowns destroy lives and long-term track records for bitcoin are meaningless"  
[X Link](https://x.com/kashyap286/status/1979457142261452931) [@kashyap286](/creator/x/kashyap286) 2025-10-18T07:58Z 21.8K followers, XXX engagements


"Why is copper blasting higher $HG_F Anglo American $AAL.L and First Quantum $FM.TO have together taken X% of copper supply off the world market. Teck's $TECK QB2 expansion has been delayed and is facing significant cost overruns. Chinese inventory stockpiles are getting rebuilt. Mexico wants to put in a ban on open pit mining in their Constitution. Arizona wants to kill copper mining in the state. British Columbia has gone woke and decided to hand over everything to the First Nations. Alaska has chosen sports fishing over Northern Dynasty's $NAK Pebble mine vaporizing a billion dollars worth"  
[X Link](https://x.com/kashyap286/status/1767994341295808616) [@kashyap286](/creator/x/kashyap286) 2024-03-13T19:21Z 21.8K followers, 11.5K engagements


"Scariest chart in markets today. If the yen blows the BoJ will have to raise rates or risk currency collapse. There are no easy options left. Raising rates will crash their bond market and US stocks. Currency collapse will lead to hyperinflation and chaos. The Fed can come to the rescue but bailing out Japan is not as easy as bailing out Argentina. Will the Japanese Yen be the first first-world currency to collapse in modern times"  
[X Link](https://x.com/kashyap286/status/1976294230810296555) [@kashyap286](/creator/x/kashyap286) 2025-10-09T14:30Z 21.8K followers, 195.2K engagements


"Since this graphic was created $ORCL is looking to raise another $XX billion in debt. $CRWV has a D/E ratio of XXX% and unlike mature tech companies it is on a doom loop of raising debt in order to cover operating losses. $NVDA has a ton of debt but they have hidden $XXXX billion off-balance sheet. Re-working to include that the D/E ratio spikes to 86%. The AI bust will be a bigger blow for private credit than the First Brands bankruptcy"  
[X Link](https://x.com/kashyap286/status/1977590077854548281) [@kashyap286](/creator/x/kashyap286) 2025-10-13T04:19Z 21.8K followers, 29.8K engagements


"From Dec '17 to Dec '20 bitcoin returned 0%. The X year CAGR would be X% and not XX% if you made this chart at that point. @Convertbond is right. Drawdowns destroy lives. And if you did buy bitcoin XX years ago there's a good chance it was all on Mt. Gox and went to zero. CAGR = -100%. Any idiot can make a chart using hindsight bias and show amazing returns. Heck if you chart bitcoin vs ethereum since the ICO it is obvious ETH is a clear winner (1 BTC = 2000 ETH in 2014 vs XXXX ETH today - why don't the bitcoin bugs ever mention this). The practical aspects of achieving the returns shown on a"  
[X Link](https://x.com/kashyap286/status/1977597695822004720) [@kashyap286](/creator/x/kashyap286) 2025-10-13T04:50Z 21.8K followers, 32.4K engagements


"My X year long $SOL trade has a higher total return than Larry's fund over XX years. Instead of learning to trade crypto cycles from me bro gets mad and blocks me"  
[X Link](https://x.com/kashyap286/status/1977693104019792234) [@kashyap286](/creator/x/kashyap286) 2025-10-13T11:09Z 21.8K followers, 1494 engagements


"Did Mr. Chanos call the top in $IREN I heard about IREN back when it was a small Aussie company (called Iris Energy) struggling to get visas and expand to bitcoin mining in the USA. They have come a long way since. However when a company has both operating and financial leverage the way down is quicker than the way up. The company added $X bn in convertible debt to an already indebted balance sheet plus an additional $XXX mn in GPU backed loans taking its D/E ratio well over X. Their bitcoin mining operations are profitable (for now). The AI business is not. Splurging on capex in order to"  
[X Link](https://x.com/kashyap286/status/1979016906188132742) [@kashyap286](/creator/x/kashyap286) 2025-10-17T02:49Z 21.8K followers, 27.3K engagements


"Gasoline signaled a recession before $JEF went bust. In 1998 the Federal Reserve bailed out LTCM because its former officials were invested in the fund. Will Jefferies get a bailout If gasoline starts going up X% a day you can bet the money printer is about to go brr. For now the macro says deflation"  
[X Link](https://x.com/kashyap286/status/1979056614465261751) [@kashyap286](/creator/x/kashyap286) 2025-10-17T05:27Z 21.8K followers, 7499 engagements


""Precious metals are tanking" Parabolas aren't healthy. I'm happy to see corrections in terms of both price and time so gold doesn't become a momentum asset. I own physical gold that has been passed down for two generations. How late am I"  
[X Link](https://x.com/kashyap286/status/1979451481825906867) [@kashyap286](/creator/x/kashyap286) 2025-10-18T07:36Z 21.8K followers, 4285 engagements


"Larry @LawrenceLepard was a nice guy when he ran a gold fund. Then he pivoted to bitcoin and lost his mind. Never join a cult"  
[X Link](https://x.com/kashyap286/status/1979456520757874951) [@kashyap286](/creator/x/kashyap286) 2025-10-18T07:56Z 21.8K followers, 76.2K engagements


"@sidsaysyo @LawrenceLepard It's okay to like bitcoin and gold. I know several people who do. But Larry insults people who prefer gold"  
[X Link](https://x.com/kashyap286/status/1979463230977458562) [@kashyap286](/creator/x/kashyap286) 2025-10-18T08:23Z 21.8K followers, 2858 engagements


"@birdseye88 @LawrenceLepard The last innovation on bitcoin was Taproot in Nov '21. That gave rise to Ordinals and triggered a growth spurt. The Knots camp needs to be defeated before there can be further growth in BTC. I can see a shift from gold to other physical commodities but not bitcoin"  
[X Link](https://x.com/kashyap286/status/1979465255018221885) [@kashyap286](/creator/x/kashyap286) 2025-10-18T08:31Z 21.8K followers, 4761 engagements


"@MacleodFinance I like gold and October X as a reference point is irrelevant. I wouldn't touch BTC even if the stats were reversed just as I wouldn't buy into a Ponzi scheme because the returns look good"  
[X Link](https://x.com/kashyap286/status/1979467137233137878) [@kashyap286](/creator/x/kashyap286) 2025-10-18T08:38Z 21.8K followers, 2165 engagements


"I spent thousands of hours watching $NFLX. I don't own the stock. Also bitcoin is where the crowd is so how exactly did you "go against the crowd" Look into projects like Monero Kaspa Zano etc if you want something non-consensus. In XX years bitcoin will be as relevant to crypto as RCA is to technology. Nobody will call you lucky"  
[X Link](https://x.com/kashyap286/status/1979841697359302770) [@kashyap286](/creator/x/kashyap286) 2025-10-19T09:26Z 21.8K followers, XXX engagements


"My antenna goes up when things like that credit defaults happen. And I probably shouldnt say this but when you see one cockroach there are probably more Everyone should be forewarned on this. - Jamie Dimon CEO of JP Morgan"  
[X Link](https://x.com/kashyap286/status/1979914657436496012) [@kashyap286](/creator/x/kashyap286) 2025-10-19T14:16Z 21.8K followers, 1522 engagements


"Aussie rare earth miner Lynas Corp $LYC.AX $LYSDY has put in a bottom and turned on both the daily and weekly timeframe. The catalyst was a license extension allowing it to operate its Malaysian processing facility until March 2026"  
[X Link](https://x.com/kashyap286/status/1717054594692317349) [@kashyap286](/creator/x/kashyap286) 2023-10-25T05:44Z 21.8K followers, XXX engagements


"Is Israel too involved in American politics Pictured below is Marc Rich founder of commodity trading house Glencore $GLEN.L. Marc Rich was a Jewish American billionaire who became (in)famous for moving to Switzerland to escape indictment in US courts. After being on the FBI most wanted list for XX years he was pardoned by President Bill Clinton. It was one of Clinton's last acts before leaving office. In the book The King of Oil Rich openly credits Mossad and several Israeli cabinet members for influencing the US President on his behalf. Scholars have called it the most controversial use of"  
[X Link](https://x.com/kashyap286/status/1841893800567861505) [@kashyap286](/creator/x/kashyap286) 2024-10-03T17:31Z 21.8K followers, 2393 engagements


"Venezuela claims legality over $XOM and $CVX oil fields in a disputed and highly prolific region between Guyana and Venezuela. The US military has turned its sights on Venezuela. Doesn't take a genius to connect the dots here. US refiners also need the heavy oil from Venezuela and creditors want control of Citgo's US assets. The only silver lining in this theater is that it's not happening in the Middle East"  
[X Link](https://x.com/kashyap286/status/1964682652834800078) [@kashyap286](/creator/x/kashyap286) 2025-09-07T13:30Z 21.8K followers, 10.7K engagements


"Asset allocation drives returns. But what drives asset allocation The macro The Holy Macro Show which @JasonP138 and I host every Friday at XX am ET is all about the macro. What macro regime are we in How to identify that and use it to make allocation decisions We cover this every week. This week we also talked about different trading styles and finding what works. And address these topics: - Why is $XLE lagging - When will it be time to sell gold miners - Why I prefer mining stocks over crypto even though both will do well long term"  
[X Link](https://x.com/kashyap286/status/1974439292916392444) [@kashyap286](/creator/x/kashyap286) 2025-10-04T11:39Z 21.8K followers, 4064 engagements


"Will PE giant Blackstone $BX bounce or follow its peers lower It's the alternatives era. We buy assets then we make them better." - Blackstone holiday video (no I'm not kidding). My addition: "When we don't we bankrupt the company (after doing a dividend recap) then buy it back cheap from bankruptcy court.""  
[X Link](https://x.com/kashyap286/status/1976214198871794015) [@kashyap286](/creator/x/kashyap286) 2025-10-09T09:12Z 21.8K followers, 1774 engagements


"@DarioCpx Credit Suisse was the same. They lent money to a sketchy Australian company passed it along to bagholder clients and then stupidly - guaranteed the SPV which held the debt. Not as well known as their Archegos folly but probably the dumbest decision ever made at CS"  
[X Link](https://x.com/kashyap286/status/1976349166021607552) [@kashyap286](/creator/x/kashyap286) 2025-10-09T18:08Z 21.8K followers, 3503 engagements


"Gasoline is at a critical level. US gasoline stocks are higher than year ago levels. News of refinery fires and shutdowns hasn't caused an uptick in price. First Brands bankruptcy indicates demand may decrease. If gasoline breaks down a US recession is confirmed"  
[X Link](https://x.com/kashyap286/status/1976512891193876791) [@kashyap286](/creator/x/kashyap286) 2025-10-10T04:59Z 21.8K followers, 15.4K engagements


"According to Apollo's Torsten Slok the typical US employee contributes $8500 annually to a 401K plan of which $2300 goes into the Mag 7"  
[X Link](https://x.com/kashyap286/status/1976648444321452378) [@kashyap286](/creator/x/kashyap286) 2025-10-10T13:58Z 21.8K followers, 5849 engagements


"No crying in the casino. Bitcoin has been manipulated for two years now starting from fake news of SEC approval for the ETF followed by $MSTR and @saylor pumping it with fake metrics like BTC yield Trump's Strategic Bitcoin Reserve fake news and the digital gold scamfest on social media. There is no real demand for this coin amongst the crypto users. Ordinals was the last gasp of a dying technology. All bitcoin is good for now is manipulation. Enjoy it on the way up don't cry on the way down"  
[X Link](https://x.com/kashyap286/status/1977178653730513324) [@kashyap286](/creator/x/kashyap286) 2025-10-12T01:04Z 21.8K followers, 20.6K engagements


"If you study the token unlocks from last year (SOL is XXX% VC coin) this price action was entirely predictable. Memecoin frenzy marked the top in terms of network usage. The signals were all there. I was unequivocal in calling for exiting Solana last November. That's how I kept my gains. Crypto folks kept hitting me up all year telling me I was too early too bearish etc. Now they are freaking out and I'm sitting on Paxgold while they debate whether to double down. Never a good idea to buy into a bubble on the way down"  
[X Link](https://x.com/kashyap286/status/1977181599046185382) [@kashyap286](/creator/x/kashyap286) 2025-10-12T01:16Z 21.8K followers, 1423 engagements


"@cozypront $30M in net worth and kept the whole thing in crypto He could have just as easily lost it all to a $X wrench attack. Or had his funds stolen by the RCMP which happened to TradeOgre users recently. Really this was an accident waiting to happen"  
[X Link](https://x.com/kashyap286/status/1977250545715855680) [@kashyap286](/creator/x/kashyap286) 2025-10-12T05:50Z 21.8K followers, XXX engagements


"@nicrypto There's no such thing as 'investing' in crypto. Speculation or gambling is more like it"  
[X Link](https://x.com/kashyap286/status/1977254739860422946) [@kashyap286](/creator/x/kashyap286) 2025-10-12T06:07Z 21.8K followers, 6479 engagements


"@JonasT15211894 @nicrypto Yeah with BlackRock launching tokens backed by USTs this is true. There's also paxgold and tether gold. But they are the outliers"  
[X Link](https://x.com/kashyap286/status/1977330770323902480) [@kashyap286](/creator/x/kashyap286) 2025-10-12T11:09Z 21.8K followers, XXX engagements


"New report out for subscribers. Link to free preview below"  
[X Link](https://x.com/kashyap286/status/1977352762611429428) [@kashyap286](/creator/x/kashyap286) 2025-10-12T12:36Z 21.8K followers, 5780 engagements


"@Convertbond Addendum: Crypto is great if you know what you're doing. I dislike how it's being marketed to retail as a get-rich-quick scheme not the tech that's actually being worked on"  
[X Link](https://x.com/kashyap286/status/1977598891672719761) [@kashyap286](/creator/x/kashyap286) 2025-10-13T04:54Z 21.8K followers, 1726 engagements


"Hyperscalers are spending XX% of operating cash flow on capex. This number can go higher but remember $META had to raise debt in 2022 when the market tanked. If nothing else spending it all on capex and buybacks isn't prudent simply because markets are cyclical"  
[X Link](https://x.com/kashyap286/status/1977620887286489592) [@kashyap286](/creator/x/kashyap286) 2025-10-13T06:22Z 21.8K followers, 5257 engagements


"The March 2023 deleveraging event ended quickly because: - The Fed and Treasury introduced the Bank Term Funding Program - US government borrowing drained the reverse repo account instead of crowding out private debt - Credit Suisse and First Republic were saved - It was preceded by a much bigger deleveraging episode in the second half of 2022 Consensus opinion is Friday's sell-off will be quickly recovered. My opinion: the macro environment has changed"  
[X Link](https://x.com/kashyap286/status/1977626253017653596) [@kashyap286](/creator/x/kashyap286) 2025-10-13T06:43Z 21.8K followers, 3962 engagements


"@IIICapital Look into paxgold and tether gold. You can put any asset on the blockchain no need to invent a whole new coin for it"  
[X Link](https://x.com/kashyap286/status/1978711694529474613) [@kashyap286](/creator/x/kashyap286) 2025-10-16T06:36Z 21.8K followers, XXX engagements


"@jiahanjimliu You're just proving my point. MSFT can buy from any data center operator and take none of the depreciation or utilization risk. So can start-up XYZ with $X million in seed funding. Compute has been commoditized"  
[X Link](https://x.com/kashyap286/status/1979213850126733640) [@kashyap286](/creator/x/kashyap286) 2025-10-17T15:52Z 21.8K followers, XXX engagements


"@rajatsonifnance Bitcoin is the first crypto. It has been slowly losing out vs the rest of the space. Maybe you don't understand why"  
[X Link](https://x.com/kashyap286/status/1979501110550311321) [@kashyap286](/creator/x/kashyap286) 2025-10-18T10:53Z 21.8K followers, XX engagements


"@vinibarbosabr Bitcoin will fail for this reason. Bitcoin maxis can't even accept Ordinals Stacks Komodo etc"  
[X Link](https://x.com/kashyap286/status/1979514001978716295) [@kashyap286](/creator/x/kashyap286) 2025-10-18T11:44Z 21.8K followers, XX engagements


"If B2Gold $BTG $BTO.TO can dump Fekola on the balance sheet of a mid-tier producer the way they divested their Nicaraguan mines to Calibre Mining this company has tremendous upside. Industry gossip talks about how Agnico struggled to open up the Arctic TMAC struggled with Hope Bay etc but having covered Sabina Gold & Silver throughout my career at TDV and being intimately familiar with Back River I see the Goose mine as a company maker"  
[X Link](https://x.com/kashyap286/status/1939962663016034522) [@kashyap286](/creator/x/kashyap286) 2025-07-01T08:21Z 21.8K followers, 3058 engagements


"- Orsted stock plummets after Trump blocks its wind project in the US. - $APO swoops in with an offer for its UK project saving the company from a liquidity crisis. - US Court blocks Trump reversing Orsted's doom but the uncertainty costs Orsted and benefits Apollo. This is the art of the deal. It also won't be long before companies decide to treat US as a high-risk jurisdiction and stop handing such easy profits to the dealmakers"  
[X Link](https://x.com/kashyap286/status/1971519541155959245) [@kashyap286](/creator/x/kashyap286) 2025-09-26T10:17Z 21.8K followers, 4941 engagements


"@RoyBunker11 @SECGov If shares crash XX% Congress will get involved. Or like it happened with Wirecard the auditor might simply refuse to provide their rubber stamp for the 10-K. Lots of ways for $NVDA shareholders to lose even if the SEC does nothing"  
[X Link](https://x.com/kashyap286/status/1976191909426295025) [@kashyap286](/creator/x/kashyap286) 2025-10-09T07:44Z 21.8K followers, XXX engagements


"E-trade made it easy to lose money day trading the dotcom bubble. Crypto exchanges make it easy to lose money day trading the crypto bubble. Crypto is way worse than dotcom because going "all-in" on one coin is seen as a badge of honor. The influencers sell people on coin "maximalism" and encourage you to go into debt (it's just fiat currency) to buy their coin. Down XX% Not to worry. If you can just hold long enough you will be a millionaire. There is no actual link between Fed money printing and crypto - bitcoin's birth in 2009 simply happened to coincide with unlimited QE. But a lie told"  
[X Link](https://x.com/kashyap286/status/1977193495770415463) [@kashyap286](/creator/x/kashyap286) 2025-10-12T02:03Z 21.8K followers, 48.5K engagements


"Mike Wilson is back🤠 After nailing the 2022 market correction Morgan Stanley's Mike Wilson nearly ended his career by turning into a permabear while the AI bubble grew bigger. His logical reasoning got him kicked off the Investment Committee. He then backtracked and became a permabull. Until now"  
[X Link](https://x.com/kashyap286/status/1977679565657895219) [@kashyap286](/creator/x/kashyap286) 2025-10-13T10:15Z 21.8K followers, 6190 engagements


"Move aside Cantor. HSBC is now the biggest $NVDA cheerleader valuing the company at $XXXX trillion. This frenzy of elevating price targets reminds me of the $SMCI mania last year"  
[X Link](https://x.com/kashyap286/status/1978425956319510813) [@kashyap286](/creator/x/kashyap286) 2025-10-15T11:41Z 21.8K followers, 5274 engagements


"There is the plain fool who is ignorant of gold The Wall Street fool who calls it a pet rock . but it is the bitcoin fool who is the true imbecile Everyone buys gold at the price they deserve"  
[X Link](https://x.com/kashyap286/status/1979053275803431032) [@kashyap286](/creator/x/kashyap286) 2025-10-17T05:14Z 21.8K followers, 4366 engagements


"The Holy Macro Show: Silver Squeeze Edition"  
[X Link](https://x.com/kashyap286/status/1979187104707154178) [@kashyap286](/creator/x/kashyap286) 2025-10-17T14:05Z 21.8K followers, 1835 engagements


"@RocketRandlHood @PeterSchiff It is very common in India where I grew up. The Indian Rupee isn't a good store of value so people save in gold"  
[X Link](https://x.com/kashyap286/status/1979463497252475339) [@kashyap286](/creator/x/kashyap286) 2025-10-18T08:24Z 21.8K followers, XX engagements


"@FibSixOne8 Lol bitcoin searches are only popular in Nigeria E-mail scams have given way to bitcoin scams perhaps"  
[X Link](https://x.com/kashyap286/status/1979949858002997573) [@kashyap286](/creator/x/kashyap286) 2025-10-19T16:36Z 21.8K followers, XX 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.]

@kashyap286 Avatar @kashyap286 Kashyap Sriram

Kashyap Sriram posts on X about bitcoin, has been, debt, $nvda the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +274%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXX -XXXX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +37%
  • X Month XXX +76%
  • X Months XXX -XX%
  • X Year XXXXX +41%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.58%
  • X Month XXXXXX +5.20%
  • X Months XXXXXX +11%
  • X Year XXXXXX +48%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% stocks XXXX% cryptocurrencies #8045 countries XXX% technology brands XXXX% currencies XXXX% exchanges XXXX% celebrities XXXX% events XXXX% automotive brands XXXX%

Social topic influence bitcoin #3101, has been 1.53%, debt #1199, $nvda #1389, stocks 1.02%, money 1.02%, japan 0.77%, india 0.77%, gdp #216, bubble #860

Top accounts mentioned or mentioned by @yellowlablife @birdseye88 @lawrencelepard @bogatayaakula @saylor @calvinfroedge @pythiar @jasonp138 @rukie29 @dariocpx @stuart760 @convertbond @wavegodmcfly @giovannidamario @amitisinvesting @blockchain1013 @sunny051488 @cyqotek @ramahluwalia @bensasoun

Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Credit Suisse Group (CS) Robinhood Markets, Inc. (HOOD) Teck Resources Limited (TECK) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Solana (SOL) IREN Limited (IREN) Jefferies Financial Group Inc. (JEF) Netflix Inc (NFLX) Kaspa (KAS) Exxon Mobil (XOM) Convex Finance (CVX) Blackstone, Inc. (BX) Strategy (MSTR) USDC (USDC)

Top Social Posts #


Top posts by engagements in the last XX hours

"Cantor thinks $NVDA is worth $XXX trillion. That's more than the GDP of Japan India and Germany. Cantor's "This is not a bubble" statement is going to be as infamous as Bernanke's "sub-prime mess is grave but largely contained""
X Link @kashyap286 2025-10-09T12:13Z 21.8K followers, 36.9K engagements

"Private credit is dealing with losses. The Japanese Yen is sending a distress signal. Gasoline is indicating recession risk. Sand Hill Road OGs are calling out the AI accounting fraud. Quant land is worried. MSM is taking great pains to claim there is no bubble. Meanwhile $HOOD clients are YOLOing into US stocks at ATHs. Mr. Gurley's post is significant. After Peter Thiel's warning Silly-con Valley Bank $SIVB didn't last a week. Granted most stock flows are now passive but that just means investors will be slow to react once the crash begins. Better a day early than a week too late"
X Link @kashyap286 2025-10-10T07:46Z 21.8K followers, 14.5K engagements

"Gasoline is a leading indicator. NBER data is a lagging indicator. Without all the AI malinvestment US GDP grew just XXX% in the first half of 2025. Data center investment accounted for a whopping XX% of GDP expansion - this is bigger than the railroads mania subprime and dotcom. If you remove the revenue round tripping from the data GDP growth is already negative. I wouldn't second guess this price action - this is a time to be completely out of oil nat gas heating oil and gasoline futures"
X Link @kashyap286 2025-10-12T01:25Z 21.8K followers, 19.5K engagements

"@GuyTalksFinance What if this is the time you turn out to be right but you lose money instead This is how great minds got suckered by the South Sea bubble"
X Link @kashyap286 2025-10-18T07:39Z 21.8K followers, XXX engagements

"In 2023 Mike Alfred was an engagement farmer. He would promise giveaways to grow his impressions then delete his posts. Typical crypto influencer. Don't take anything he says seriously. Credit to @ThHappyHawaiian for catching this"
X Link @kashyap286 2025-10-18T07:49Z 21.8K followers, 15.8K engagements

"@NeilJacobs It went down to $15k after that. As @Convertbond says drawdowns destroy lives and long-term track records for bitcoin are meaningless"
X Link @kashyap286 2025-10-18T07:58Z 21.8K followers, XXX engagements

"Why is copper blasting higher $HG_F Anglo American $AAL.L and First Quantum $FM.TO have together taken X% of copper supply off the world market. Teck's $TECK QB2 expansion has been delayed and is facing significant cost overruns. Chinese inventory stockpiles are getting rebuilt. Mexico wants to put in a ban on open pit mining in their Constitution. Arizona wants to kill copper mining in the state. British Columbia has gone woke and decided to hand over everything to the First Nations. Alaska has chosen sports fishing over Northern Dynasty's $NAK Pebble mine vaporizing a billion dollars worth"
X Link @kashyap286 2024-03-13T19:21Z 21.8K followers, 11.5K engagements

"Scariest chart in markets today. If the yen blows the BoJ will have to raise rates or risk currency collapse. There are no easy options left. Raising rates will crash their bond market and US stocks. Currency collapse will lead to hyperinflation and chaos. The Fed can come to the rescue but bailing out Japan is not as easy as bailing out Argentina. Will the Japanese Yen be the first first-world currency to collapse in modern times"
X Link @kashyap286 2025-10-09T14:30Z 21.8K followers, 195.2K engagements

"Since this graphic was created $ORCL is looking to raise another $XX billion in debt. $CRWV has a D/E ratio of XXX% and unlike mature tech companies it is on a doom loop of raising debt in order to cover operating losses. $NVDA has a ton of debt but they have hidden $XXXX billion off-balance sheet. Re-working to include that the D/E ratio spikes to 86%. The AI bust will be a bigger blow for private credit than the First Brands bankruptcy"
X Link @kashyap286 2025-10-13T04:19Z 21.8K followers, 29.8K engagements

"From Dec '17 to Dec '20 bitcoin returned 0%. The X year CAGR would be X% and not XX% if you made this chart at that point. @Convertbond is right. Drawdowns destroy lives. And if you did buy bitcoin XX years ago there's a good chance it was all on Mt. Gox and went to zero. CAGR = -100%. Any idiot can make a chart using hindsight bias and show amazing returns. Heck if you chart bitcoin vs ethereum since the ICO it is obvious ETH is a clear winner (1 BTC = 2000 ETH in 2014 vs XXXX ETH today - why don't the bitcoin bugs ever mention this). The practical aspects of achieving the returns shown on a"
X Link @kashyap286 2025-10-13T04:50Z 21.8K followers, 32.4K engagements

"My X year long $SOL trade has a higher total return than Larry's fund over XX years. Instead of learning to trade crypto cycles from me bro gets mad and blocks me"
X Link @kashyap286 2025-10-13T11:09Z 21.8K followers, 1494 engagements

"Did Mr. Chanos call the top in $IREN I heard about IREN back when it was a small Aussie company (called Iris Energy) struggling to get visas and expand to bitcoin mining in the USA. They have come a long way since. However when a company has both operating and financial leverage the way down is quicker than the way up. The company added $X bn in convertible debt to an already indebted balance sheet plus an additional $XXX mn in GPU backed loans taking its D/E ratio well over X. Their bitcoin mining operations are profitable (for now). The AI business is not. Splurging on capex in order to"
X Link @kashyap286 2025-10-17T02:49Z 21.8K followers, 27.3K engagements

"Gasoline signaled a recession before $JEF went bust. In 1998 the Federal Reserve bailed out LTCM because its former officials were invested in the fund. Will Jefferies get a bailout If gasoline starts going up X% a day you can bet the money printer is about to go brr. For now the macro says deflation"
X Link @kashyap286 2025-10-17T05:27Z 21.8K followers, 7499 engagements

""Precious metals are tanking" Parabolas aren't healthy. I'm happy to see corrections in terms of both price and time so gold doesn't become a momentum asset. I own physical gold that has been passed down for two generations. How late am I"
X Link @kashyap286 2025-10-18T07:36Z 21.8K followers, 4285 engagements

"Larry @LawrenceLepard was a nice guy when he ran a gold fund. Then he pivoted to bitcoin and lost his mind. Never join a cult"
X Link @kashyap286 2025-10-18T07:56Z 21.8K followers, 76.2K engagements

"@sidsaysyo @LawrenceLepard It's okay to like bitcoin and gold. I know several people who do. But Larry insults people who prefer gold"
X Link @kashyap286 2025-10-18T08:23Z 21.8K followers, 2858 engagements

"@birdseye88 @LawrenceLepard The last innovation on bitcoin was Taproot in Nov '21. That gave rise to Ordinals and triggered a growth spurt. The Knots camp needs to be defeated before there can be further growth in BTC. I can see a shift from gold to other physical commodities but not bitcoin"
X Link @kashyap286 2025-10-18T08:31Z 21.8K followers, 4761 engagements

"@MacleodFinance I like gold and October X as a reference point is irrelevant. I wouldn't touch BTC even if the stats were reversed just as I wouldn't buy into a Ponzi scheme because the returns look good"
X Link @kashyap286 2025-10-18T08:38Z 21.8K followers, 2165 engagements

"I spent thousands of hours watching $NFLX. I don't own the stock. Also bitcoin is where the crowd is so how exactly did you "go against the crowd" Look into projects like Monero Kaspa Zano etc if you want something non-consensus. In XX years bitcoin will be as relevant to crypto as RCA is to technology. Nobody will call you lucky"
X Link @kashyap286 2025-10-19T09:26Z 21.8K followers, XXX engagements

"My antenna goes up when things like that credit defaults happen. And I probably shouldnt say this but when you see one cockroach there are probably more Everyone should be forewarned on this. - Jamie Dimon CEO of JP Morgan"
X Link @kashyap286 2025-10-19T14:16Z 21.8K followers, 1522 engagements

"Aussie rare earth miner Lynas Corp $LYC.AX $LYSDY has put in a bottom and turned on both the daily and weekly timeframe. The catalyst was a license extension allowing it to operate its Malaysian processing facility until March 2026"
X Link @kashyap286 2023-10-25T05:44Z 21.8K followers, XXX engagements

"Is Israel too involved in American politics Pictured below is Marc Rich founder of commodity trading house Glencore $GLEN.L. Marc Rich was a Jewish American billionaire who became (in)famous for moving to Switzerland to escape indictment in US courts. After being on the FBI most wanted list for XX years he was pardoned by President Bill Clinton. It was one of Clinton's last acts before leaving office. In the book The King of Oil Rich openly credits Mossad and several Israeli cabinet members for influencing the US President on his behalf. Scholars have called it the most controversial use of"
X Link @kashyap286 2024-10-03T17:31Z 21.8K followers, 2393 engagements

"Venezuela claims legality over $XOM and $CVX oil fields in a disputed and highly prolific region between Guyana and Venezuela. The US military has turned its sights on Venezuela. Doesn't take a genius to connect the dots here. US refiners also need the heavy oil from Venezuela and creditors want control of Citgo's US assets. The only silver lining in this theater is that it's not happening in the Middle East"
X Link @kashyap286 2025-09-07T13:30Z 21.8K followers, 10.7K engagements

"Asset allocation drives returns. But what drives asset allocation The macro The Holy Macro Show which @JasonP138 and I host every Friday at XX am ET is all about the macro. What macro regime are we in How to identify that and use it to make allocation decisions We cover this every week. This week we also talked about different trading styles and finding what works. And address these topics: - Why is $XLE lagging - When will it be time to sell gold miners - Why I prefer mining stocks over crypto even though both will do well long term"
X Link @kashyap286 2025-10-04T11:39Z 21.8K followers, 4064 engagements

"Will PE giant Blackstone $BX bounce or follow its peers lower It's the alternatives era. We buy assets then we make them better." - Blackstone holiday video (no I'm not kidding). My addition: "When we don't we bankrupt the company (after doing a dividend recap) then buy it back cheap from bankruptcy court.""
X Link @kashyap286 2025-10-09T09:12Z 21.8K followers, 1774 engagements

"@DarioCpx Credit Suisse was the same. They lent money to a sketchy Australian company passed it along to bagholder clients and then stupidly - guaranteed the SPV which held the debt. Not as well known as their Archegos folly but probably the dumbest decision ever made at CS"
X Link @kashyap286 2025-10-09T18:08Z 21.8K followers, 3503 engagements

"Gasoline is at a critical level. US gasoline stocks are higher than year ago levels. News of refinery fires and shutdowns hasn't caused an uptick in price. First Brands bankruptcy indicates demand may decrease. If gasoline breaks down a US recession is confirmed"
X Link @kashyap286 2025-10-10T04:59Z 21.8K followers, 15.4K engagements

"According to Apollo's Torsten Slok the typical US employee contributes $8500 annually to a 401K plan of which $2300 goes into the Mag 7"
X Link @kashyap286 2025-10-10T13:58Z 21.8K followers, 5849 engagements

"No crying in the casino. Bitcoin has been manipulated for two years now starting from fake news of SEC approval for the ETF followed by $MSTR and @saylor pumping it with fake metrics like BTC yield Trump's Strategic Bitcoin Reserve fake news and the digital gold scamfest on social media. There is no real demand for this coin amongst the crypto users. Ordinals was the last gasp of a dying technology. All bitcoin is good for now is manipulation. Enjoy it on the way up don't cry on the way down"
X Link @kashyap286 2025-10-12T01:04Z 21.8K followers, 20.6K engagements

"If you study the token unlocks from last year (SOL is XXX% VC coin) this price action was entirely predictable. Memecoin frenzy marked the top in terms of network usage. The signals were all there. I was unequivocal in calling for exiting Solana last November. That's how I kept my gains. Crypto folks kept hitting me up all year telling me I was too early too bearish etc. Now they are freaking out and I'm sitting on Paxgold while they debate whether to double down. Never a good idea to buy into a bubble on the way down"
X Link @kashyap286 2025-10-12T01:16Z 21.8K followers, 1423 engagements

"@cozypront $30M in net worth and kept the whole thing in crypto He could have just as easily lost it all to a $X wrench attack. Or had his funds stolen by the RCMP which happened to TradeOgre users recently. Really this was an accident waiting to happen"
X Link @kashyap286 2025-10-12T05:50Z 21.8K followers, XXX engagements

"@nicrypto There's no such thing as 'investing' in crypto. Speculation or gambling is more like it"
X Link @kashyap286 2025-10-12T06:07Z 21.8K followers, 6479 engagements

"@JonasT15211894 @nicrypto Yeah with BlackRock launching tokens backed by USTs this is true. There's also paxgold and tether gold. But they are the outliers"
X Link @kashyap286 2025-10-12T11:09Z 21.8K followers, XXX engagements

"New report out for subscribers. Link to free preview below"
X Link @kashyap286 2025-10-12T12:36Z 21.8K followers, 5780 engagements

"@Convertbond Addendum: Crypto is great if you know what you're doing. I dislike how it's being marketed to retail as a get-rich-quick scheme not the tech that's actually being worked on"
X Link @kashyap286 2025-10-13T04:54Z 21.8K followers, 1726 engagements

"Hyperscalers are spending XX% of operating cash flow on capex. This number can go higher but remember $META had to raise debt in 2022 when the market tanked. If nothing else spending it all on capex and buybacks isn't prudent simply because markets are cyclical"
X Link @kashyap286 2025-10-13T06:22Z 21.8K followers, 5257 engagements

"The March 2023 deleveraging event ended quickly because: - The Fed and Treasury introduced the Bank Term Funding Program - US government borrowing drained the reverse repo account instead of crowding out private debt - Credit Suisse and First Republic were saved - It was preceded by a much bigger deleveraging episode in the second half of 2022 Consensus opinion is Friday's sell-off will be quickly recovered. My opinion: the macro environment has changed"
X Link @kashyap286 2025-10-13T06:43Z 21.8K followers, 3962 engagements

"@IIICapital Look into paxgold and tether gold. You can put any asset on the blockchain no need to invent a whole new coin for it"
X Link @kashyap286 2025-10-16T06:36Z 21.8K followers, XXX engagements

"@jiahanjimliu You're just proving my point. MSFT can buy from any data center operator and take none of the depreciation or utilization risk. So can start-up XYZ with $X million in seed funding. Compute has been commoditized"
X Link @kashyap286 2025-10-17T15:52Z 21.8K followers, XXX engagements

"@rajatsonifnance Bitcoin is the first crypto. It has been slowly losing out vs the rest of the space. Maybe you don't understand why"
X Link @kashyap286 2025-10-18T10:53Z 21.8K followers, XX engagements

"@vinibarbosabr Bitcoin will fail for this reason. Bitcoin maxis can't even accept Ordinals Stacks Komodo etc"
X Link @kashyap286 2025-10-18T11:44Z 21.8K followers, XX engagements

"If B2Gold $BTG $BTO.TO can dump Fekola on the balance sheet of a mid-tier producer the way they divested their Nicaraguan mines to Calibre Mining this company has tremendous upside. Industry gossip talks about how Agnico struggled to open up the Arctic TMAC struggled with Hope Bay etc but having covered Sabina Gold & Silver throughout my career at TDV and being intimately familiar with Back River I see the Goose mine as a company maker"
X Link @kashyap286 2025-07-01T08:21Z 21.8K followers, 3058 engagements

"- Orsted stock plummets after Trump blocks its wind project in the US. - $APO swoops in with an offer for its UK project saving the company from a liquidity crisis. - US Court blocks Trump reversing Orsted's doom but the uncertainty costs Orsted and benefits Apollo. This is the art of the deal. It also won't be long before companies decide to treat US as a high-risk jurisdiction and stop handing such easy profits to the dealmakers"
X Link @kashyap286 2025-09-26T10:17Z 21.8K followers, 4941 engagements

"@RoyBunker11 @SECGov If shares crash XX% Congress will get involved. Or like it happened with Wirecard the auditor might simply refuse to provide their rubber stamp for the 10-K. Lots of ways for $NVDA shareholders to lose even if the SEC does nothing"
X Link @kashyap286 2025-10-09T07:44Z 21.8K followers, XXX engagements

"E-trade made it easy to lose money day trading the dotcom bubble. Crypto exchanges make it easy to lose money day trading the crypto bubble. Crypto is way worse than dotcom because going "all-in" on one coin is seen as a badge of honor. The influencers sell people on coin "maximalism" and encourage you to go into debt (it's just fiat currency) to buy their coin. Down XX% Not to worry. If you can just hold long enough you will be a millionaire. There is no actual link between Fed money printing and crypto - bitcoin's birth in 2009 simply happened to coincide with unlimited QE. But a lie told"
X Link @kashyap286 2025-10-12T02:03Z 21.8K followers, 48.5K engagements

"Mike Wilson is back🤠 After nailing the 2022 market correction Morgan Stanley's Mike Wilson nearly ended his career by turning into a permabear while the AI bubble grew bigger. His logical reasoning got him kicked off the Investment Committee. He then backtracked and became a permabull. Until now"
X Link @kashyap286 2025-10-13T10:15Z 21.8K followers, 6190 engagements

"Move aside Cantor. HSBC is now the biggest $NVDA cheerleader valuing the company at $XXXX trillion. This frenzy of elevating price targets reminds me of the $SMCI mania last year"
X Link @kashyap286 2025-10-15T11:41Z 21.8K followers, 5274 engagements

"There is the plain fool who is ignorant of gold The Wall Street fool who calls it a pet rock . but it is the bitcoin fool who is the true imbecile Everyone buys gold at the price they deserve"
X Link @kashyap286 2025-10-17T05:14Z 21.8K followers, 4366 engagements

"The Holy Macro Show: Silver Squeeze Edition"
X Link @kashyap286 2025-10-17T14:05Z 21.8K followers, 1835 engagements

"@RocketRandlHood @PeterSchiff It is very common in India where I grew up. The Indian Rupee isn't a good store of value so people save in gold"
X Link @kashyap286 2025-10-18T08:24Z 21.8K followers, XX engagements

"@FibSixOne8 Lol bitcoin searches are only popular in Nigeria E-mail scams have given way to bitcoin scams perhaps"
X Link @kashyap286 2025-10-19T16:36Z 21.8K followers, XX engagements

creator/x::kashyap286
/creator/x::kashyap286