# ![@krisvija Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::160613320.png) @krisvija Vj

Vj posts on X about liquidity, gamma, inflation, fed the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::160613320/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::160613320/c:line/m:interactions.svg)

- [--] Month [---] -82%
- [--] Months [------] +658%
- [--] Year [------] +364%

### Mentions: [--] [#](/creator/twitter::160613320/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::160613320/c:line/m:posts_active.svg)

- [--] Week [--] +1,100%
- [--] Month [--] +420%
- [--] Months [--] +940%
- [--] Year [--] +235%

### Followers: [---] [#](/creator/twitter::160613320/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::160613320/c:line/m:followers.svg)

- [--] Month [---] -0.50%
- [--] Months [---] -5.20%
- [--] Year [---] +49%

### CreatorRank: [---------] [#](/creator/twitter::160613320/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::160613320/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [stocks](/list/stocks) 

**Social topic influence**
[liquidity](/topic/liquidity) #3077, [gamma](/topic/gamma) #657, [inflation](/topic/inflation), [fed](/topic/fed), [spx](/topic/spx) #896, [$46b](/topic/$46b) #4, [japan](/topic/japan), [$1015b](/topic/$1015b), [$968b](/topic/$968b), [china](/topic/china)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@JigneshTrade I am also making same thing but with plotly and dash. How is grafana compared to Dash. Any views"  
[X Link](https://x.com/krisvija/status/1244935459018616832)  2020-03-31T10:31Z [---] followers, [--] engagements


"If the oil at [--] coudnt bring down target inflation wonder next year wht JP thinks about March rate cut which market has bakes in .In 70s inflation came down to [---] before going up to [--]. There is a lot of story to be played for next year and half"  
[X Link](https://x.com/krisvija/status/1735105036940628468)  2023-12-14T01:10Z [--] followers, [--] engagements


"@GunjanJS Yearly gain of [--] % That's [--] trillion for the [--] trillion US equities market cap has to go back into market from now till whole of next year if market doesn't fall much from here on"  
[X Link](https://x.com/krisvija/status/1739693283679334472)  2023-12-26T17:02Z [---] followers, [---] engagements


"Arb gone to duatbin.could it be the trigger for vol.I beleive so but we will find out in few days. BREAKING: THE FEDERAL RESERVE JUST RAISED RATES ON ITS EMERGENCY LOAN PROGRAM BREAKING: THE FEDERAL RESERVE JUST RAISED RATES ON ITS EMERGENCY LOAN PROGRAM"  
[X Link](https://x.com/krisvija/status/1750321419060191245)  2024-01-25T00:55Z [---] followers, [--] engagements


"@deepakshenoy Its been more than [---] days since US yield curve is inverted. This is norm in current scenarios around the world for of course general thesis about long term uncertainties but also because govt are selling more short terms compared to previous eras due to long term premia spikes"  
[X Link](https://x.com/krisvija/status/1762845769172656417)  2024-02-28T14:22Z [---] followers, [---] engagements


"@sanjeevsanyal so far one of the dream traders for trader to short JPYUSD once it has crossed [---] mark due to known intervention. . only if Japan decided to sell UST which can cause further pain for Yellen in upcoming QRA with already [--] Y gone bad few days back. Interesting time we are in"  
[X Link](https://x.com/krisvija/status/1778637454439784663)  2024-04-12T04:13Z [---] followers, [---] engagements


"Juicy VIX to short for next week and may fuel short squeeze on spy till 17th. But [--] yr on the way up to 5%-5.5 % by year end. My felling is market may fall some 5-10 % or may not but [--] yr is gone breach [--] and may touch [---] year end. put spread on TLT any one for year end"  
[X Link](https://x.com/krisvija/status/1778937319938023519)  2024-04-13T00:04Z [---] followers, [--] engagements


"@PRSundar64 [--]. Comparible high valuation [--]. Week JPY forcing India and China to weaken their currencies [--]. Strong US bond yields putting pressure on Global liquidity [--]. Iran Israel war is just noise"  
[X Link](https://x.com/krisvija/status/1780363350272094251)  2024-04-16T22:31Z [---] followers, [---] engagements


"@nishkumar1977 Will PM diverge and go up if Nasdaq falls this much"  
[X Link](https://x.com/krisvija/status/1788217506127138891)  2024-05-08T14:40Z [---] followers, [----] engagements


"@nishkumar1977 Nasdaq down -- liquidity off the board -- PMs fall due to hope of lower rate and low inflation narrative may play.All risk on assets are highly correlated in today's world is how I see. I still see PMs to do good but also equities too not fall much from here on"  
[X Link](https://x.com/krisvija/status/1788223804390391808)  2024-05-08T15:05Z [---] followers, [---] engagements


"So all loans EMI went up from the time Mr Powell decides to cut rates.Do you hear the sound of inflation now"  
[X Link](https://x.com/krisvija/status/1839104574419849368)  2024-09-26T00:47Z [---] followers, [--] engagements


"This has always been a plan. get subsidy first. Can we call them CloseAI now BREAKING: OpenAI is planning to no longer be a nonprofit"  
[X Link](https://x.com/krisvija/status/1839331718572257282)  2024-09-26T15:50Z [---] followers, [--] engagements


"@nishkumar1977 Its postpone till US election. Besides every country is facing inflation and it is no more a criteria for a hike by CBs. May be one day when Japan numbers start going north of 3-4 %. Still have time"  
[X Link](https://x.com/krisvija/status/1841499129274348017)  2024-10-02T15:23Z [---] followers, [----] engagements


"@deepakshenoy They want to follow other CBs.and lag for cut rather then lead. But I agree with you there is an easy [---] basis cut on the table over next [--] months considering a tamed inflation number. May be its already pouring global liquidity they dont want to put their own easy money"  
[X Link](https://x.com/krisvija/status/1843881279940637137)  2024-10-09T05:08Z [---] followers, [---] engagements


"Small caps are sensing something here. Fed policy error. Rate cut on the horizon. forget inflation. welcome liquidity #SPX500 #SPX #NASDAQ100"  
[X Link](https://x.com/krisvija/status/1873978512681652696)  2024-12-31T06:24Z [---] followers, [---] engagements


"Sensing a deeper correction here first time since [----]. Could go some [--] % type in next couple of months. #SPX #Nasdaq #Nifty"  
[X Link](https://x.com/krisvija/status/1874234656595599590)  2024-12-31T23:22Z [---] followers, [--] engagements


"@julie_wade @DannyDayan5 Bond vigilatiesb stop trusting unemployment numbers long back and second we are talking structural inflation and populist period. [--] % is modest for [--] year but it could very well go [---] "  
[X Link](https://x.com/krisvija/status/1878302805766586721)  2025-01-12T04:47Z [---] followers, [--] engagements


"JUST IN : SHORT SELLING FIRM HINDENBURG RESEARCH IS SHUTTING DOWN #ModiHaiTohMumkinHai #India #Nifty #Adani"  
[X Link](https://x.com/krisvija/status/1879645327889945005)  2025-01-15T21:42Z [---] followers, [---] engagements


"@AravSrinivas Are there any articles which talks about differentiating what other LLMs like openAI does ( the paid one does look into internet and with small tweaking can give source link as well ) and perplexity does better or how this is better than already available LLMs models out there"  
[X Link](https://x.com/krisvija/status/1882480327970656554)  2025-01-23T17:27Z [---] followers, [--] engagements


"BREAKING: Bank of Japan raises rates with rate decision of 0.5% (forecast 0.5% previous 0.25%). My take : Still a very negative real rate. Yen will keep getting borrowed (shorted) to fund other investments worldwide. seems Japan is born to give debt to others on its own cost"  
[X Link](https://x.com/krisvija/status/1882631919676030996)  2025-01-24T03:30Z [---] followers, [---] engagements


"@VaibhavBaxi Yes bearish H2.bullish H1. Short bonds in H2 .but rite now. its meme and altcoing season coming up. All assets buy"  
[X Link](https://x.com/krisvija/status/1890076935121948854)  2025-02-13T16:33Z [---] followers, [--] engagements


"@rlw3141 @SamanthaLaDuc Yes I see even long end going up . They got to chose its market vs [--] yr. I guess for now we could see some EOM window dressing"  
[X Link](https://x.com/krisvija/status/1904703766340714702)  2025-03-26T01:15Z [---] followers, [--] engagements


"@bennpeifert Your advise to younger generation who wants to build a career in quant field on how to approach if they want to be like you"  
[X Link](https://x.com/krisvija/status/1913974985648910668)  2025-04-20T15:16Z [---] followers, [---] engagements


"@Barchart how come.did BOJ got bored doing YCC"  
[X Link](https://x.com/krisvija/status/1923229672680149137)  2025-05-16T04:11Z [---] followers, [----] engagements


"The Bank of Japan once the king of printing money is now slashing its bond stash at record speed. A cool [---] trillion vanished in Q1 the fastest shrink in modern times. Who would have thought whole world asset is being bought by cheap money provided by Japan. But why"  
[X Link](https://x.com/krisvija/status/1935712659577491543)  2025-06-19T14:53Z [---] followers, [--] engagements


"@aravind Nope. Last thing Trump wants is a spike in oil prices and a cascading effect in inflation war and US equities. I think he is done here with Iran and will focus on other stuff .i.e back to tarrif and debt refi etc.See how oil prices were surpressed today"  
[X Link](https://x.com/krisvija/status/1937305042538607075)  2025-06-24T00:21Z [---] followers, [---] engagements


"@Iamsamirarora Berkshire always underperform last leg of rally but make up most when the dips comes"  
[X Link](https://x.com/krisvija/status/1958334917995360629)  2025-08-21T01:06Z [---] followers, [---] engagements


"@BobEUnlimited What about record earning Less headcounts more profits . Stocks like that no"  
[X Link](https://x.com/krisvija/status/1959287718216687633)  2025-08-23T16:12Z [---] followers, [--] engagements


"@wokeflix_ @grok pls verify"  
[X Link](https://x.com/krisvija/status/1960520051422798151)  2025-08-27T01:49Z [---] followers, [---] engagements


"@sanjeevsanyal Sir Every west country will end up buying their own debt. They will supress their yield with YCC just like Japan. They may find way to write off as well eventually. Q is why we are not letting loose fiscal and monetary policy to spur growth. What are we waiting with [--] % infla"  
[X Link](https://x.com/krisvija/status/1962905821198647699)  2025-09-02T15:49Z [---] followers, [----] engagements


"@aravind One reason is the coupon and bond rate being so high. Its habbit right from families to companies to govt. They all think sitting on cash is good and credit is bad. Reduce the rate and see with [--] % inflation how companies like sitting with cash"  
[X Link](https://x.com/krisvija/status/1964392483858813417)  2025-09-06T18:17Z [---] followers, [--] engagements


"@lord_fed Hardly [---] T. Either a DB company with cloud. We have open source DB and AWSAzureGCP for cloud. Heck Oracle is not suitable for unstructured data as well. As long as money keeps rotating this can be [--] T as well who knows but from business point of view its done in coming yrs"  
[X Link](https://x.com/krisvija/status/1970175704726941889)  2025-09-22T17:17Z [---] followers, [---] engagements


"@aravind Totally agree. If equity investments fund companies need capital to grow that should come from companies diversification to other counties so that capital flows from other countries and with low interest rate not from retail selling their gold and investing in them"  
[X Link](https://x.com/krisvija/status/1975751990341714408)  2025-10-08T02:35Z [---] followers, [---] engagements


"@sanjeevsanyal Never until we have our own rating agencies remember where these agencies sit. Japan is a money printing machine and yet it has higher rating itself we will never understood and I have not even quoted [--] trillion somewhere. No wonder Gold is going gaga"  
[X Link](https://x.com/krisvija/status/1978317401675493857)  2025-10-15T04:29Z [---] followers, [--] engagements


"@aravind Good intention bad timing .not a time to buy any global assets"  
[X Link](https://x.com/krisvija/status/1980277528855011720)  2025-10-20T14:18Z [---] followers, [---] engagements


"@harshmadhusudan I had a similar number assuming various parameters where I see INR around from [---] [----] by next year to 30-40 by [----]. I know when I share this with my friends they laughed but people has recency bias and I understand. INR may do a exhaustion move toward [---] though once"  
[X Link](https://x.com/krisvija/status/1981214190481354782)  2025-10-23T04:20Z [---] followers, [---] engagements


"@BellamSwathi Agree USA can buy a stake of 10% in a Intel can ask NVEDIA to share its China sale for every dollar but Indian's own insurance can't invest in Infra company .wow"  
[X Link](https://x.com/krisvija/status/1982316431795794065)  2025-10-26T05:20Z [---] followers, [--] engagements


"Google only way out is quantum play. It's been more than a month I have used Google for any search and I sit [--] hours on laptop. Claude and chatgpt is killing seach Engine and the likes of Perplixitycursor aiwindsurf to name a few"  
[X Link](https://x.com/krisvija/status/1982909562232680929)  2025-10-27T20:37Z [---] followers, [--] engagements


"Product Tech companies are in for some real pain. All of them will be commoditized in coming years as programing becomes an English conversation due to Cluade and chatgpt. Any one can copy and especially ones who knows the internal of these products. Eg Informatica snaplogic may be sales force anything and everything. Eventually Operating Systems. Question is where is the MOAT Feel free to drop your suggestion "  
[X Link](https://x.com/krisvija/status/1983151437501620635)  2025-10-28T12:38Z [---] followers, [--] engagements


"Never seen this size company behaving like small cap. The total overnight swing is more than most of the company market cap. Insane.totally insane. The strength itself will take it to [---] in next [--] months"  
[X Link](https://x.com/krisvija/status/1983370697725632886)  2025-10-29T03:09Z [---] followers, [--] engagements


"To the people who is thking even after so many layoff where is the demand coming from. This is what you need to look. Top 50% demand is created and consumed by top [--] % and the top [--] % dont do jobs they creates jobs"  
[X Link](https://x.com/krisvija/status/1983586341645644165)  2025-10-29T17:26Z [---] followers, [---] engagements


"@real_bill_gross Besides quantum play which is yet to be measured and monetize what GOOG has to offer. Their ad and search are going away as the LLM based web browser is gaining popularity"  
[X Link](https://x.com/krisvija/status/1983655306686296132)  2025-10-29T22:00Z [---] followers, [----] engagements


"Not so fast. These "beats" hide concerning trends: The profit engineering: GOOGL: 2024-25 continuous "efficiency" cuts META: Ongoing headcount optimization through [----] MSFT: Azure-focused restructuring support teams slashed Margins up but revenue growth slowing. They're squeezing profits from cost cuts not expanding demand. The consumer reality (Oct 2025): Personal savings rate: sub-4% (near record lows) Consumer debt: $18.1T+ and climbing Delinquencies accelerating across credit cards/auto loans Real disposable income squeezed by persistent inflation The problem: Big Tech profits rely on:"  
[X Link](https://x.com/krisvija/status/1983659691138818478)  2025-10-29T22:18Z [---] followers, [----] engagements


"@Mr_Derivatives I said and will say it again. There is nothing that Oracle has which is a differentiator. If DB on cloud is the MOAT there were far better and cheap alternative that are available. Liquidity and manipulation can only go so far"  
[X Link](https://x.com/krisvija/status/1989363495775977719)  2025-11-14T16:03Z [---] followers, [--] engagements


"High time @PMO do a give back to Bihar. Bihar has always backed double engine ki sarkar. Yes there are lot of works done but it's high time outsiders come and built industries. Need to incentivize those and needs a gvvt backing. We have manpower just need a govt backing - A proud Bihari (lives in USA) @Bihar_se_hai @BJP4Bihar"  
[X Link](https://x.com/krisvija/status/1989403875799978416)  2025-11-14T18:43Z [---] followers, [--] engagements


"@aravind Put a object in spacebar while opening a notepad. You dont need to waste energy to innovate of these silly things. High time Indian has its own SM thingy"  
[X Link](https://x.com/krisvija/status/1990918317436002385)  2025-11-18T23:01Z [---] followers, [----] engagements


"Global liquidity remains elevated with Viniyogs Liquidity Index at 80/100. Central bank flows continue to support risk assets and dips are still getting bought. Track daily macro + liquidity signals at #liquidity #markets http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/krisvija/status/1997855315459731723)  2025-12-08T02:26Z [---] followers, [--] engagements


"Every single thing you touch and see starting with Gold Silver Commodities are going ATH every single day how you expect home to go down bro. Infact we are going to be a super inflationary period. Bookmark this and you will see [--] Cr in [--] years. and no this is not bubble its loosing currency value https://twitter.com/i/web/status/2009441397363954031 https://twitter.com/i/web/status/2009441397363954031"  
[X Link](https://x.com/krisvija/status/2009441397363954031)  2026-01-09T01:45Z [---] followers, [----] engagements


"@rishibagree call option for her entire [----] Rs portfolio"  
[X Link](https://x.com/krisvija/status/2009636830916804739)  2026-01-09T14:42Z [---] followers, [----] engagements


"@harshmadhusudan @RBI Very encouraging but long way to go. Interest rates must come down by [---] basis points over the course of next [--] year to fuel growth we have room to wiggle a bit for inflation for now at the expense of growth"  
[X Link](https://x.com/krisvija/status/2010566982765281786)  2026-01-12T04:18Z [---] followers, [---] engagements


"These "beats" hide a looming crisis: The Free Cash Flow Cliff:Big Tech (AMZN GOOGL META MSFT) combined FCF: Q4 2024: $387B Q1 2025: $373B (-3.6%) Q2 2025: $325B (-13%) Projected Q1 2026: $217B (-43% total drop) That's $170B in vanishing cash generation in [--] months. Why The Consumer Crunch: Personal savings rate: 4% (Oct 2025) Consumer debt: $18.1T+ record high Credit card delinquencies surging Real wage growth stagnant The Math Doesn't Work:These companies generate cash from: Digital ad spend (squeezed marketing budgets) Cloud services (enterprises cutting costs) E-commerce/subscriptions"  
[X Link](https://x.com/krisvija/status/1983853140613976311)  2025-10-30T11:07Z [---] followers, [---] engagements


"@Barchart I notice the screenshot shows a sign-in page for "Momentum Indicators" rather than any leveraged ETF data or housing market metrics. Without actual data visible in the image (like specific long/short ratios sentiment readings or housing-related statistics) I cannot write an"  
[X Link](https://x.com/krisvija/status/2023177916196983126)  2026-02-15T23:29Z [---] followers, [--] engagements


"I do not agree. AI doesnt just expand opportunity. It compresses pricing power. When code delivery and architecture become AI-assisted the hourly billing model dies first. Services without proprietary IP -commodity. Commodity -- margin compression. Execution risk No. Structural margin reset. Tracking it at 👀 http://Viniyog.co http://Viniyog.co"  
[X Link](https://x.com/krisvija/status/2023643747167109274)  2026-02-17T06:20Z [---] followers, [---] engagements


"I do not agree. AI doesnt just expand opportunity. It compresses pricing power. When code delivery and architecture become AI-assisted the hourly billing model dies first. Services without proprietary IP -commodity. Commodity -- margin compression. Execution risk No. Structural margin reset. Tracking it at 👀 http://Viniyog.co http://Viniyog.co"  
[X Link](https://x.com/krisvija/status/2023648545920737552)  2026-02-17T06:39Z [---] followers, [--] engagements


"SPX [----] DCI +42 WEAKLY STABILIZING Dealers long gamma above [----] dips get bought rallies fade. Range-bound tape favors mean reversion. #SPX #Gamma #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022749052014592016)  2026-02-14T19:05Z [---] followers, [--] engagements


"Dealers are sitting on negative gamma here which means they're amplifying every movebuying strength selling weakness. This creates a self-reinforcing momentum environment until we hit a pain point. Max Pain locked at [----] with current price at 6836that's a 64-point gap sellers want to close. The critical zone [------]. Break below accelerates dealer selling pressure as they hedge short gamma exposure. Put/Call ratio at [----] signals defensive positioning yet heavy put buying is. #MarketMakers #MaxPain #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022797621778170250)  2026-02-14T22:18Z [---] followers, [--] engagements


"**Dealer gamma positioning screams volatility compression ahead.** SPOT at $68336 sits in a negative gamma regime - dealers are short gamma and forced to chase momentum. When prices rise they buy. When prices fall they sell. This amplifies moves in both directions. Key trigger: The critical vol level at [------] acts as a fulcrum. Break below accelerates selling pressure as dealers hedge short gamma exposure more aggressively. Heavy put buying visible in the surface suggests traders are. #GammaExposure #OptionsFlow #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022799915764666443)  2026-02-14T22:27Z [---] followers, [--] engagements


"Policy divergence creating tactical opportunities despite surface-level liquidity drain. Central banks pulled $46B over [--] months (Fed -$19B BOJ -$26B ECB -$9B) yet market reality tells a different story: +$1015B in net easing driven by RRP drawdowns (-$326B) Treasury dynamics and leverage creation. Net liquidity actually rose +$968B in this period. The $96B gap between official tightening and actual conditions explains why markets rallied despite QT rhetoric. Watch the RRP level and. #FederalReserve #Liquidity #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2023023835788829130)  2026-02-15T13:17Z [---] followers, [--] engagements


"**Massive gamma wall building at [----] strike creating a technical ceiling for SPX price action.** The 3D surface shows extreme dealer long gamma concentration at this levelthat purple-to-gray gradient signals heavy hedging activity that will dampen volatility as we approach. Spot currently at $68836.16 sitting well above the gamma peak. This positioning means: Dealers will sell rallies and buy dips mechanically Realized volatility gets compressed near gamma peaks Breakouts. #GammaExposure #OptionsFlow #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2023044387135955145)  2026-02-15T14:39Z [---] followers, [--] engagements


"Heavy gamma concentration at [----] strike creating a critical pivot zone. Dealers sitting on -9.7M gamma here making this the fulcrum for price action into Feb [--] expiry. Notice the asymmetry: strikes above [----] show darker reds with gamma ranging from -13M to -18.7M while downside strikes (6815-6810) carry lighter -6.4M to -13M exposure. This setup suggests dealers are short gamma across the board but especially vulnerable on upside moves. Any push above [----] forces accelerated hedging into thinner gamma zones. The Feb [--] monthly shows similar but lighter positioning (-500K to -700K range)"  
[X Link](https://x.com/anyuser/status/2023049140557463654)  2026-02-15T14:57Z [---] followers, [--] engagements


"@unusual_whales Swiss franc pressure will show up in ECB's flows. We're tracking $46B in central bank liquidity drainage last [--] months with leverage creation dominant despite policy tightening. Tariff volatility could accelerate the $197B in mixed policy flows we saw through Feb"  
[X Link](https://x.com/krisvija/status/2023241335952564715)  2026-02-16T03:41Z [---] followers, [---] engagements


"Leveraged ETF ratio as a contrarian compass. Extreme readings here have historically preceded sharp reversals. #LeveragedETF #Sentiment #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/krisvija/status/2023317240959881487)  2026-02-16T08:43Z [---] followers, [--] engagements


"Global equity risk premiums are climbing across major markets signaling investors demand higher compensation for risk even as the Fed holds rates steady. China leads with +411 bps reflecting persistent concerns over economic growth and policy uncertainty. Germany at +254 bps and UK at +227 bps show developed markets aren't immune to this repricing. With Fed Vice Chair Barr and FOMC's Daly speaking today alongside key economic data (ADP Empire State Manufacturing) liquidity conditions face critical tests. The January FOMC hold at 3.5-3.75% maintains restrictive policy while these premiums"  
[X Link](https://x.com/anyuser/status/2023600177810972969)  2026-02-17T03:27Z [---] followers, [--] engagements


"Everyone said "Don't fight the Fed" 🏦 But the S&P [---] is up 40% since Jan [----] while central banks DRAINED $2.4 TRILLION from the system. How Let me show you what Wall Street doesn't want you to see 👇 2/ The Central Bank QT Scoreboard (Jan [----] - Oct 2025): Fed: -$1126B ECB: -$897B BOJ: -$344B Total: -$2367B DRAINED Yet SPX went [----] [----] 📈 Central Banks drained $2.4T since Jan '24. S&P [---] still up 40%. How RRP TIC T-Bills filled the gap. "Don't fight the Fed" is incomplete. Track NET liquidity. 📊Visit to track global liquidity. http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2002536442279473444)  2025-12-21T00:27Z [---] followers, [---] engagements


"Central banks drained $46B over six months while market reality poured in +$1015B creating a net liquidity surge of +$968B. This divergence explains recent record highs. The breakdown tells the story: Foreign flows (+$290B) and leverage (+$71B) dominated with passive strategies adding +$260B. RRP drawdowns and Treasury dynamics are fueling the animal spirits even as Fed QT continues. China's Treasury liquidation to decade lows is being absorbed by private hands. The $125B refunding ahead matters less when leverage creation is this extreme. Markets rally despite policy not because of it. Net"  
[X Link](https://x.com/anyuser/status/2023630882511482888)  2026-02-17T05:29Z [---] followers, [--] engagements


"Global equity risk premiums are climbing across major markets signaling investors demand higher compensation for risk even as the Fed holds rates steady. China leads with +411 bps reflecting persistent concerns over economic growth and policy uncertainty. Germany at +254 bps and UK at +227 bps show developed markets aren't immune to this repricing. With Fed Vice Chair Barr and FOMC's Daly speaking today alongside key economic data (ADP Empire State Manufacturing) liquidity conditions face critical tests. The January FOMC hold at 3.5-3.75% maintains restrictive policy while these premiums"  
[X Link](https://x.com/anyuser/status/2023600177810972969)  2026-02-17T03:27Z [---] followers, [--] engagements


"Liquidity disconnect creating tactical opportunity: Central banks drained $46B over [--] months (Fed -$19B BOJ -$26B ECB -$19B via QT) yet market reality injected +$1015B through RRP drawdowns Treasury dynamics and leverage creation. Net easing of +$968B explains recent equity resilience despite hawkish policy rhetoric. The divergence is stark: official tightening narrative vs actual liquidity conditions at 52/100 (defensive buy zone). Key insight: Money market spreads normalized at 0bps while global liquidity improved to $182.7T. When central banks talk tight but markets stay loose watch what"  
[X Link](https://x.com/anyuser/status/2023515679433859112)  2026-02-16T21:51Z [---] followers, [--] engagements


"Fed's shifting gears from rate policy to plumbing. Bowman's MSR proposal signals regulatory easing while NY Fed's reserve management buys keep liquidity ample through mid-April. Translation: policymakers want stable credit transmission without cutting rates. The playbook here favors financials on reduced capital burdens for mortgage assets. Watch regional banks with heavy servicing portfolios. Real signal Fed's comfortable pausing at current rates while fine-tuning the backend. That's bullish for risk assets near term but don't chase duration yet. Next FOMC in late January [----] matters more"  
[X Link](https://x.com/anyuser/status/2023478436996477332)  2026-02-16T19:23Z [---] followers, [--] engagements


"Fed holds at 3.5-3.75% but the cracks are showing. Waller and Miran's dissent for cuts signals growing concern about overtightening even as Powell projects confidence. The real story: Powell's public pushback against DOJ subpoenas exposes unusual political pressure on the Fed. Independence under threat creates policy uncertainty exactly what rates markets hate. Watch the divergence. FOMC sees "elevated inflation" but two governors want easing now. This split matters more than the hold itself. Positioning: Long duration looks early but not wrong. Political interference plus dissent suggests"  
[X Link](https://x.com/anyuser/status/2023379243984367710)  2026-02-16T12:49Z [---] followers, [--] engagements


"SPX dealers are SHORT gamma at [----] creating a volatile setup where hedging flows amplify price moves. With max pain at [----] (just 64pts above current) sellers have minimal cushion. Key dynamics: - Net GEX at negative $312M means dealers chase momentum - Put wall at [----] acts as magnetic support - PCR at [----] shows defensive positioning but upside gravity is weak Post-FOMC with the Fed holding at 3.5-3.75% and pushing rate cuts to late [----] flows matter more than fundamentals. In this gamma vacuum small buying creates oversized rallies toward [----] while any selloff accelerates into that put"  
[X Link](https://x.com/anyuser/status/2023130507966369821)  2026-02-15T20:21Z [---] followers, [--] engagements


"Fed's holding pattern at 3.5-3.75% while stress testing for economic chaos tells you everything. They're preparing banks for a 10% unemployment scenario and Treasury yields crashing to 1.3-2.3% yet keeping policy restrictive today. The disconnect is your signal. Two dissenters wanted cuts now Trump's pushing hard and economists see two cuts post-June [----]. Translation: rates stay higher for longer than markets want but the easing cycle is inevitable. Watch the RMPs closely. Reserve management purchases aren't QE but they're liquidity injections when money markets tighten. That's technical"  
[X Link](https://x.com/anyuser/status/2023081664327340515)  2026-02-15T17:07Z [---] followers, [--] engagements


"Dealers are SHORT gamma at [------] which means they're selling into strength and buying dips to hedge. This is your volatility suppression setup. Current SPX at [----] sits well below max pain at [----] just [--] points away. The pinning zone creates a natural ceiling here. Watch the expiry gravity: with put/call ratio defensive at [----] and net GEX at negative $312M any rally attempt into [----] gets sold by dealers rebalancing their books. The setup favors rangebound action into opex. Breakout traders get chopped mean reversion plays get rewarded. That's the edge this week. #MarketMakers #MaxPain"  
[X Link](https://x.com/anyuser/status/2023070737595355350)  2026-02-15T16:23Z [---] followers, [--] engagements


"Heavy gamma concentration at [----] strike creating a critical pivot zone. Dealers sitting on -9.7M gamma here making this the fulcrum for price action into Feb [--] expiry. Notice the asymmetry: strikes above [----] show darker reds with gamma ranging from -13M to -18.7M while downside strikes (6815-6810) carry lighter -6.4M to -13M exposure. This setup suggests dealers are short gamma across the board but especially vulnerable on upside moves. Any push above [----] forces accelerated hedging into thinner gamma zones. The Feb [--] monthly shows similar but lighter positioning (-500K to -700K range)"  
[X Link](https://x.com/anyuser/status/2023049140557463654)  2026-02-15T14:57Z [---] followers, [--] engagements


"**Massive gamma wall building at [----] strike creating a technical ceiling for SPX price action.** The 3D surface shows extreme dealer long gamma concentration at this levelthat purple-to-gray gradient signals heavy hedging activity that will dampen volatility as we approach. Spot currently at $68836.16 sitting well above the gamma peak. This positioning means: Dealers will sell rallies and buy dips mechanically Realized volatility gets compressed near gamma peaks Breakouts. #GammaExposure #OptionsFlow #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2023044387135955145)  2026-02-15T14:39Z [---] followers, [--] engagements


"**LIQUIDITY DIVERGENCE CREATING TACTICAL OPPORTUNITY** Central banks draining $46B via QT while market reality shows $1015B net easing over [--] months. This disconnect is your signal. RRP drawdowns ($30B) Treasury dynamics and leverage creation ($7B modal) are offsetting official tighteningresulting in net positive liquidity of $968B. Foreign flows adding $36B. Buybacks contributing $50B. Passive strategies deploying $26B. The Fed's balance sheet says one thing. Actual market plumbing. #InstitutionalFlows #SmartMoney #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2023024178895446194)  2026-02-15T13:18Z [---] followers, [--] engagements


"The valuation divide has never been starker: China trades at a +411 bps premium to bonds (highest globally) while India sits at [----] bps with bonds more attractive than equities. This isn't noiseit's a structural message. Chinese equities are dirt cheap relative to their bond market. Indian equities have priced in so much growth that bonds now offer superior risk-adjusted returns. Japan (+353 bps) and UK (+224 bps) also show strong premiums suggesting equities remain attractive versus. #GlobalLiquidity #MacroTrading #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2023023982601969911)  2026-02-15T13:17Z [---] followers, [--] engagements


"Policy divergence creating tactical opportunities despite surface-level liquidity drain. Central banks pulled $46B over [--] months (Fed -$19B BOJ -$26B ECB -$9B) yet market reality tells a different story: +$1015B in net easing driven by RRP drawdowns (-$326B) Treasury dynamics and leverage creation. Net liquidity actually rose +$968B in this period. The $96B gap between official tightening and actual conditions explains why markets rallied despite QT rhetoric. Watch the RRP level and. #FederalReserve #Liquidity #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2023023835788829130)  2026-02-15T13:17Z [---] followers, [--] engagements


"Equity inflows just hit a 3-week streak with $14.4B this past weekup sharply from $1.75B prior. That's meaningful acceleration. The 12-week moving average sits at $2.8B meaning current weekly flows are running 5x the recent average. This isn't noiseit's conviction capital coming off the sidelines. ICI mutual funds show 81% bullish sentiment (+$14.4B weekly) while ETF flows remain modest at 24%. The divergence suggests active managers are positioned more aggressively than passive. #FundFlows #ETFFlows #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022800025730892212)  2026-02-14T22:28Z [---] followers, [--] engagements


"**Dealer gamma positioning screams volatility compression ahead.** SPOT at $68336 sits in a negative gamma regime - dealers are short gamma and forced to chase momentum. When prices rise they buy. When prices fall they sell. This amplifies moves in both directions. Key trigger: The critical vol level at [------] acts as a fulcrum. Break below accelerates selling pressure as dealers hedge short gamma exposure more aggressively. Heavy put buying visible in the surface suggests traders are. #GammaExposure #OptionsFlow #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022799915764666443)  2026-02-14T22:27Z [---] followers, [--] engagements


"**Policy vs Reality Divergence Creating Risk Asymmetry** Central banks drained $46B over [--] months yet market reality shows +$1015B net easinga 22x multiplier effect. This explains the stubborn bid despite tightening rhetoric. Fed (-$19B) BOJ (+$26B) ECB (-$19B) moves pale against RRP drawdowns (+$30B) Treasury dynamics and leverage creation (+$50B estimate). Net liquidity: +$968B (last [--] months) Watch the Quantitative Tightening chartsBOJ/QT (yellow) and ECB/QT (purple) stack. #FederalReserve #Liquidity #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022799803323691483)  2026-02-14T22:27Z [---] followers, [--] engagements


"Dealers are sitting on negative gamma here which means they're amplifying every movebuying strength selling weakness. This creates a self-reinforcing momentum environment until we hit a pain point. Max Pain locked at [----] with current price at 6836that's a 64-point gap sellers want to close. The critical zone [------]. Break below accelerates dealer selling pressure as they hedge short gamma exposure. Put/Call ratio at [----] signals defensive positioning yet heavy put buying is. #MarketMakers #MaxPain #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022797621778170250)  2026-02-14T22:18Z [---] followers, [--] engagements


"Central banks drained $46B but market reality absorbed it with +$1015B net easing. RRP drawdowns Treasury dynamics and leverage creation offsetting official tighteningnet liquidity still +$968B. Policy divergence creati. #InstitutionalFlows #SmartMoney #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022796092828467492)  2026-02-14T22:12Z [---] followers, [--] engagements


"SPX [----] DCI +42 WEAKLY STABILIZING Dealers long gamma above [----] dips get bought rallies fade. Range-bound tape favors mean reversion. #SPX #Gamma #Viniyog http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2022749052014592016)  2026-02-14T19:05Z [---] followers, [--] engagements


"Overall liquidity is still very thin. some more pain before couple of month relief. Keep and eye. Do visit to understand and see [---] view. Remember liquidity and positioning drives everything and all asset classes. Rest is noise.This is your bloomberg alternaive . AI is becoming world flat like never before. http://viniyog.co http://viniyog.co"  
[X Link](https://x.com/anyuser/status/2019137860629078188)  2026-02-04T19:55Z [---] followers, [--] engagements


"Look at below date when there were ample liquidity 80/100 in Dec. We know how to track them well before anyone does. Learn more by visiting us"  
[X Link](https://x.com/anyuser/status/2019138373420753086)  2026-02-04T19:57Z [---] followers, [--] engagements

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