#  @mark_dow Dow Dow posts on X about bitcoin, money, balance sheet, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::286654612/interactions)  - [--] Week [---------] +101% - [--] Month [---------] +758% - [--] Months [----------] -85% - [--] Year [-----------] +58% ### Mentions: [--] [#](/creator/twitter::286654612/posts_active)  - [--] Week [---] +35% - [--] Month [---] +230% - [--] Months [---] +263% - [--] Year [-----] +83% ### Followers: [-------] [#](/creator/twitter::286654612/followers)  - [--] Week [-------] +0.28% - [--] Month [-------] +1.30% - [--] Months [-------] +3.40% - [--] Year [-------] +5% ### CreatorRank: [------] [#](/creator/twitter::286654612/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #6679 [cryptocurrencies](/list/cryptocurrencies) #2393 [countries](/list/countries) 7.14% [celebrities](/list/celebrities) 5.36% [social networks](/list/social-networks) 3.57% [technology brands](/list/technology-brands) 3.57% [exchanges](/list/exchanges) 2.38% [stocks](/list/stocks) 2.38% [currencies](/list/currencies) 0.6% [fashion brands](/list/fashion-brands) 0.6% **Social topic influence** [bitcoin](/topic/bitcoin) #1086, [money](/topic/money) 7.14%, [balance sheet](/topic/balance-sheet) #1763, [in the](/topic/in-the) 6.55%, [crypto](/topic/crypto) 4.17%, [fed balance](/topic/fed-balance) #8, [matter](/topic/matter) #680, [inflation](/topic/inflation) 2.98%, [epstein files](/topic/epstein-files) 2.98%, [if you](/topic/if-you) 2.98% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@noruserious](/creator/undefined) [@capatli](/creator/undefined) [@hedgefundinvest](/creator/undefined) [@car25176](/creator/undefined) [@behavioralmacro](/creator/undefined) [@tippiyogi](/creator/undefined) [@jadam2122](/creator/undefined) [@lowbeta](/creator/undefined) [@hdselecta](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@robustus](/creator/undefined) [@yelowt5](/creator/undefined) [@sunchartist](/creator/undefined) [@jamiehuddlest12](/creator/undefined) [@tjernlund](/creator/undefined) [@keysersozethree](/creator/undefined) [@gogoguillotines](/creator/undefined) [@magaman1080p4](/creator/undefined) [@algovine](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) ### Top Social Posts Top posts by engagements in the last [--] hours "BREAKING: Trump fires Powell. Crowns himself Emperor of the Fed" [X Link](https://x.com/mark_dow/status/1910382155324338548) 2025-04-10T17:19Z 116.7K followers, 23.8K engagements "You know how you know bitcoin is over Grant Cardone is pitching it in his ads" [X Link](https://x.com/mark_dow/status/1991202560313573512) 2025-11-19T17:50Z 116.8K followers, 10.2K engagements "Trump will pull out all stops. We should know this by now. Hes already in too deep not to" [X Link](https://x.com/mark_dow/status/2016659141952209043) 2026-01-28T23:46Z 116.7K followers, 19.5K engagements "I thought wed learned that Fed balance sheet size doesnt ultimately matter for risky assets. 🤷♂" [X Link](https://x.com/mark_dow/status/2017265789808922657) 2026-01-30T15:56Z 116.8K followers, [----] engagements "The guy whos been bearish for every single day of the greatest [--] yr bull run in market history says someone else who was wrong about a thing once shouldnt be casting stones. GMAFB. Paul Krugman scorns Kevin Warsh as an intellectual lightweight in this substack article. For a man that said in [----] that "it will become clear that the Internet's effect on the economy would be no greater than the fax machine's" I wouldn't cast stones. https://t.co/w0qy0ntLIE Paul Krugman scorns Kevin Warsh as an intellectual lightweight in this substack article. For a man that said in [----] that "it will become" [X Link](https://x.com/mark_dow/status/2018009436150018433) 2026-02-01T17:11Z 116.7K followers, 15.5K engagements "Shrinking the balance sheet has had only a modest impact on financial conditions because quantitative easing has proven to be not very powerful in providing stimulus to the economy My work here is done. Heres Bill Dudley explaining why Warshs idea that balance sheet reduction makes room for rate cuts is faulty. Warsh seems to lack an understanding of the concept of sterilization. The character of the money supply changes w/ changes in the int rate. https://t.co/BSVQ5nxeZF Heres Bill Dudley explaining why Warshs idea that balance sheet reduction makes room for rate cuts is faulty. Warsh seems" [X Link](https://x.com/mark_dow/status/2018015499884667375) 2026-02-01T17:36Z 116.9K followers, 13.3K engagements "Truly embarrassing that Warsh after years at the Fed doesnt understand the balance sheet and the transmission mechanism of monetary policy and claims QE drives equity prices and caused the COVID inflation. The other possibility is he knows better but that this narrative feeds the outrage machine and serves his political ambitions better. Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the" [X Link](https://x.com/mark_dow/status/2018323305288319316) 2026-02-02T13:59Z 116.9K followers, 36.7K engagements "@Dr_Gingerballs Every other country had the same Covid inflation we had. Many now understand the balance sheet but reality doesnt get clicks" [X Link](https://x.com/mark_dow/status/2018327375943995539) 2026-02-02T14:15Z 116.9K followers, [----] engagements "Amazing to me how many ppl take cranks with a long well documented history of craven mendacity at face value. Even Stephen Moore is saying Warsh is an inflation hawk. Even Stephen Moore is saying Warsh is an inflation hawk" [X Link](https://x.com/mark_dow/status/2018491275108815207) 2026-02-03T01:06Z 116.7K followers, 12.4K engagements "Its not the Debasement trade. Its the Diversification trade. Calling it Debasement will just get you more clicks because its tinged with that dismissive cynicism that makes ppl feel theyre part of the in-group that gets it. Calling it the debasement trade also misidentifies the root causes. https://twitter.com/i/web/status/2018600158859293024 https://twitter.com/i/web/status/2018600158859293024" [X Link](https://x.com/mark_dow/status/2018600158859293024) 2026-02-03T08:19Z 116.9K followers, 14K engagements "Because Skanda probably doesnt think Warshs views on regime change are sincere. Most of Warshs emphasis on the Fed balance sheet and policy framework when he was campaigning for the job was because he knew he could neither contradict nor defend trumps views on the policy rate and needed to talk about something elseanything else. https://twitter.com/i/web/status/2018612120607449294 https://twitter.com/i/web/status/2018612120607449294" [X Link](https://x.com/mark_dow/status/2018612120607449294) 2026-02-03T09:06Z 116.9K followers, [---] engagements "Once again Equities: big bounce Gold&silver: big bounce Bitcoin: ☠" [X Link](https://x.com/mark_dow/status/2018691778392568303) 2026-02-03T14:23Z 116.7K followers, 11.9K engagements "@novussubsole SPX made an ATH yesterday bouncing back from the Friday warshout. Precious metals are up huge off there bottom. Bitcoin these days only goes down with equities; it doesn't go up with them. Broken asset" [X Link](https://x.com/mark_dow/status/2018702280913015273) 2026-02-03T15:05Z 116.7K followers, [---] engagements "Precious metals coming back forcefully from Friday's warshout" [X Link](https://x.com/mark_dow/status/2018703297566126200) 2026-02-03T15:09Z 116.7K followers, [----] engagements "Russia has its claws into us deep and you all are too paralyzed by bothsidesism woke pronouns drag queens to notice. Gabbard has buried a whistleblower complaint about her for eight months Even Congress has not seen it although there is a requirement for them to do so. Trump fired the IG and a loyalist to Gabbard was installed there appears to be a huge cover-up. The lengthy delay on Gabbard has buried a whistleblower complaint about her for eight months Even Congress has not seen it although there is a requirement for them to do so. Trump fired the IG and a loyalist to Gabbard was installed" [X Link](https://x.com/mark_dow/status/2018705315315822712) 2026-02-03T15:17Z 116.7K followers, 10.7K engagements "Crowding in and crowding out is not a thing. Never has been. It was a theory that never played out in realitymuch like trickle down or self regulating banks. But like a lot of these theories from the early 80s right-coded efficient-market type economists clung to them far too long. lots of clients sent me this today. Its well written and it plays to everyone's priors. They LOVE the idea of "crowding in". But i cant help thinking the administration is bullshitting - they know what markets want to hear but their policies are not taking us in that direction lots of clients sent me this today." [X Link](https://x.com/mark_dow/status/2018709300622037272) 2026-02-03T15:32Z 116.7K followers, 17.2K engagements "Pretty much every time I've wanted to go long the euro in hindsight I would have done better going long the mex peso" [X Link](https://x.com/mark_dow/status/2018713730192691635) 2026-02-03T15:50Z 116.7K followers, [----] engagements "FTR as I started my econ career I was a right-coded efficient-market type with monetarist leanings. But it didn't take long as an official sector policy economist before reality disabused me of my priors. (I worked for both R and D admins as well as the IMF) Crowding in and crowding out is not a thing. Never has been. It was a theory that never played out in realitymuch like trickle down or self regulating banks. But like a lot of these theories from the early 80s right-coded efficient-market type economists clung to them far too Crowding in and crowding out is not a thing. Never has been. It" [X Link](https://x.com/mark_dow/status/2018717049137107441) 2026-02-03T16:03Z 116.7K followers, [----] engagements "@darioperkins For sure. And because the memory of credit excesses is still to a significant degree in the muscle memory of the system" [X Link](https://x.com/mark_dow/status/2018718700317311320) 2026-02-03T16:10Z 116.7K followers, [---] engagements "Think about how hard guys like this got conned. @mark_dow I know very few who are head over heels for trump (it's often a choice of two terrible candidates) but he is the leader of the republican party and conservative wing especially. And they feel conservatives are stronger on nearly all issues which is why many support him. @mark_dow I know very few who are head over heels for trump (it's often a choice of two terrible candidates) but he is the leader of the republican party and conservative wing especially. And they feel conservatives are stronger on nearly all issues which is why many" [X Link](https://x.com/mark_dow/status/2018722904603758979) 2026-02-03T16:27Z 116.7K followers, [----] engagements "Aged well @timber001 @paymakr Tried to get the department of Justice to look into SNL because Baldwins imitation of him. In a second term hed be able to pull it off. So much for free speech. @timber001 @paymakr Tried to get the department of Justice to look into SNL because Baldwins imitation of him. In a second term hed be able to pull it off. So much for free speech" [X Link](https://x.com/mark_dow/status/2018724785564594391) 2026-02-03T16:34Z 116.7K followers, [----] engagements "Software as a disservice" [X Link](https://x.com/mark_dow/status/2018733113497784373) 2026-02-03T17:07Z 116.7K followers, [----] engagements "It doesn't work that way. And we know this bc the Fed jacked rates harder than they have in the past [--] yrs while doing $2T+ of QT and the market kept making ATH after ATH. Moreover when the Fed raises rates it doesn't change the size of the balance sheet at all so it doesn't "take money out of financial assets". Druck may be a legendary risk taker but for the past 15yrs at least his pronouncements on monpol and its effects have been almost always wrong and anchored in theories that have been proven wrong and mechanisms that no longer exist. If ppl ever figured out that you don't have to grok" [X Link](https://x.com/mark_dow/status/2018746260401098959) 2026-02-03T17:59Z 116.9K followers, [----] engagements "Sure you're free to believe whatever you like obviously but reality disagrees with both of you. I mean if he was even close to correct the market wouldn't have kept making ATHs in the face of the Fed's rate hikes and QT. Pretty much disproves his beliefs right there. Moreover the mechanism he discribes we know is wrong. Fed balance sheet doesn't change when the Fed raises or lowers rates. Grok could even tell you this. https://twitter.com/i/web/status/2018748189592216044 https://twitter.com/i/web/status/2018748189592216044" [X Link](https://x.com/mark_dow/status/2018748189592216044) 2026-02-03T18:07Z 116.9K followers, [---] engagements "That has more to do tho with the perception of equity returns at a point in time and animal spirits than the Fed rate. When ppl are greedy there's almost no realistic rate than can stop them and when fearful same. So it's really about variations in risk appetite/animal spirits than what the Fed does. See my pinned tweet: https://x.com/mark_dow/status/1443939051644411909s=20 https://x.com/mark_dow/status/1443939051644411909s=20" [X Link](https://x.com/mark_dow/status/2018751482330489081) 2026-02-03T18:20Z 116.9K followers, [---] engagements "TFW you cover your #bitcoin short too early" [X Link](https://x.com/mark_dow/status/2018774032297181287) 2026-02-03T19:50Z 116.7K followers, [----] engagements "Here's my recommendation: Ignore the cranks and tourist monpol types and listen to Claudia. I can count on one hand the ppl who have her combination of direct experience and intellectual honesty. She's a gem. @McClellanOsc Using the 2-Year Treasury to set the federal funds rate is neither workable nor desirable as a mechanical rule. Here are a few concerns: Circularity. The 2-year embeds expectations about what the Fed will do. If the Fed ties its policy rate mechanically to it this creates @McClellanOsc Using the 2-Year Treasury to set the federal funds rate is neither workable nor desirable" [X Link](https://x.com/mark_dow/status/2018787673029386542) 2026-02-03T20:44Z 116.8K followers, 33.1K engagements "Trading silver futures be like. Finding duration relative value opportunities https://t.co/xKHIf4FJMG Finding duration relative value opportunities https://t.co/xKHIf4FJMG" [X Link](https://x.com/mark_dow/status/2018788351508447705) 2026-02-03T20:47Z 116.7K followers, [----] engagements "@Wije73381133 @firstadopter Yeah he doesn't get that. Most ppl who haven't been hard core risk takers don't tbf. There are many PMs who aren't good analysts and many analyst who wouldn't be good PMs" [X Link](https://x.com/mark_dow/status/2018801148392816696) 2026-02-03T21:37Z 116.7K followers, [--] engagements "Ok. I guess I need to get out ahead of the news. As some of you must have seen I'm in the Epstein files. Like a lot. But I never went to the island or the ranch. I swear" [X Link](https://x.com/mark_dow/status/2018818497560883473) 2026-02-03T22:46Z 116.7K followers, [----] engagements "Good morning. Today is going to be a great day. Lets get after it relentlessly" [X Link](https://x.com/mark_dow/status/2019046208652853511) 2026-02-04T13:51Z 116.7K followers, [----] engagements "Brazen corruption on corruption on corruption of taxpayer money and national security and no one says shit. The media and Congress spent 10x more time discussing Hunter Biden's hog. JFC. GRIFFIN: . This administration has definitely made mis-steps in choosing decisions or courses that have been very very enriching to the families of those in the administration. @FT https://t.co/VkijTLvzaL GRIFFIN: . This administration has definitely made mis-steps in choosing decisions or courses that have been very very enriching to the families of those in the administration. @FT https://t.co/VkijTLvzaL" [X Link](https://x.com/mark_dow/status/2019074666229272636) 2026-02-04T15:44Z 116.7K followers, 17.5K engagements "Ha. We all would like a smaller balance sheet. That's one thing everyone I think can agree on. Q as you know as well as anyone is how to tweak the reg framework to get there w/o compromising financial stability or liquidity elasticity--especially with the TGA injecting so much volatility into the calcs. My problem is what if you commit publicly to a target and after say [--] trillion in purchases you haven't even moved the needle I mean that's low key kinda what we saw 2010-2017. https://twitter.com/i/web/status/2019083649036218385 https://twitter.com/i/web/status/2019083649036218385" [X Link](https://x.com/mark_dow/status/2019083649036218385) 2026-02-04T16:20Z 116.7K followers, [---] engagements "I think shrinking the balance sheet could be done with reg reforms and tweaks but nothing massive. Not a huge buyer of the Say's Law of reserves theory (I forget exactly how you phrase it) so I think the part that is preference not required can be improved. But retaining enough monetary elasticity given the size of the dollar based global financial system and potential TGA swings is going to limit the scope I fear for the kind of balance sheet reduction many are fantasizing about. https://twitter.com/i/web/status/2019089497359851888 https://twitter.com/i/web/status/2019089497359851888" [X Link](https://x.com/mark_dow/status/2019089497359851888) 2026-02-04T16:43Z 116.7K followers, [---] engagements "A market that detonates one pocket of froth after another in rotating fashion is a pretty healthy way to take care of excess spec tbh" [X Link](https://x.com/mark_dow/status/2019112703596658822) 2026-02-04T18:15Z 116.7K followers, 21.1K engagements "1 b i t c o i n = [--] b i t c o i n" [X Link](https://x.com/mark_dow/status/2019118380230521318) 2026-02-04T18:38Z 116.8K followers, 30.6K engagements "Remember when the bitcoiners were telling us that bitcoin would eliminate wars and usher in global peace Die hard bitcoiners are basically goldbugs with a lobotomy" [X Link](https://x.com/mark_dow/status/2019183163596325017) 2026-02-04T22:55Z 116.8K followers, 36.5K engagements "@bengodfrey @carlquintanilla Don't need luck. Reality is on my side" [X Link](https://x.com/mark_dow/status/2019187285049372852) 2026-02-04T23:12Z 116.7K followers, [----] engagements "@LowBeta Bc it's a scam based on "flawed" and often conspiratorial beliefs about monetary policy. Plus after [--] years none of the promissed use cases have materialized and crypto is a cesspool for scamming the uninformed" [X Link](https://x.com/mark_dow/status/2019190479406121294) 2026-02-04T23:24Z 116.8K followers, [----] engagements "@K_U_F_S I promise you I've made more money than you have trading bitcoin. @BehavioralMacro" [X Link](https://x.com/mark_dow/status/2019190667009020040) 2026-02-04T23:25Z 116.7K followers, [---] engagements "Gold bugs have been right for the wrong reason. None of their monetary and fiscal fantasies have materialized. They gpot lucky bc the world doesn't trust Trump and a desperate to diversify despite the paucity of options. If you're a gold bug or a Trumper I'm happy to explain what "paucity" means" [X Link](https://x.com/mark_dow/status/2019191393760288927) 2026-02-04T23:28Z 116.8K followers, [----] engagements "@yelowt5 @LowBeta cope harder" [X Link](https://x.com/mark_dow/status/2019192126899376615) 2026-02-04T23:31Z 116.7K followers, [----] engagements ""I'm extremely confident in the future of this asset. That's why I'm selling it now" 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and explore new areas of technology. 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and" [X Link](https://x.com/mark_dow/status/2019193156491964435) 2026-02-04T23:35Z 116.9K followers, 12.1K engagements "@yelowt5 @LowBeta McDonald's is hiring--if you qualify" [X Link](https://x.com/mark_dow/status/2019193340374446513) 2026-02-04T23:36Z 116.7K followers, [----] engagements "Thank you. But seriously I've heard it all by now. It's been [--] years. None of the promises of utility have materialized. None of it makes sense in the real world. If somehow someone comes up with a killer app that compels adoption let me know. But [--] yrs in I doubt it. So do the constant sellers. https://twitter.com/i/web/status/2019194111157579873 https://twitter.com/i/web/status/2019194111157579873" [X Link](https://x.com/mark_dow/status/2019194111157579873) 2026-02-04T23:39Z 116.7K followers, 14.8K engagements "@yelowt5 @LowBeta I'm sorry for your losses" [X Link](https://x.com/mark_dow/status/2019195943791522172) 2026-02-04T23:46Z 116.8K followers, [----] engagements "Non mi tiro indietro" [X Link](https://x.com/mark_dow/status/2019205417260445702) 2026-02-05T00:24Z 116.7K followers, [----] engagements "Concur with @michaeljburry . Our BTC price target is [---]. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge rather it's just a speculative instrument correlated to the Nasdaq. It's not gaining any traction as medium of Concur with @michaeljburry . Our BTC price target is [---]. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge rather it's just a speculative instrument correlated to the Nasdaq. It's not gaining any traction as medium of" [X Link](https://x.com/mark_dow/status/2019207648206549244) 2026-02-05T00:33Z 116.7K followers, 17.2K engagements "Even Gronk know bitcoin not real money" [X Link](https://x.com/mark_dow/status/2019208875371831741) 2026-02-05T00:38Z 116.7K followers, [----] engagements "@willamtheblind Sounds like the bottom is you" [X Link](https://x.com/mark_dow/status/2019209248627126680) 2026-02-05T00:39Z 116.7K followers, [----] engagements "@zurich_gnome @kkmaway Correct" [X Link](https://x.com/mark_dow/status/2019210577143603522) 2026-02-05T00:44Z 116.7K followers, [----] engagements "I came I sawed I conquered BREAKING: The Crown Prince of Saudi Arabia Mohammed bin Salman pictured with Jeffrey Epstein in Riyadh. The image was released in the latest batch of the Epstein Files reportedly taken in [----]. By this time Epstein had already been convicted of soliciting child https://t.co/ewdGWj0JGY BREAKING: The Crown Prince of Saudi Arabia Mohammed bin Salman pictured with Jeffrey Epstein in Riyadh. The image was released in the latest batch of the Epstein Files reportedly taken in [----]. By this time Epstein had already been convicted of soliciting child https://t.co/ewdGWj0JGY" [X Link](https://x.com/mark_dow/status/2019213876479598971) 2026-02-05T00:57Z 116.7K followers, 20.4K engagements "@rugvectors Sign up for @BehavioralMacro. Thank me later" [X Link](https://x.com/mark_dow/status/2019216457167695903) 2026-02-05T01:08Z 116.7K followers, [---] engagements ""It was entirely predictable" Also @DouthatNYT to justify to himself supporting Trump: "Trump in office will be a second-term lame duck" I want to tell you a secret. One that most conservatives on the internet dont want you to know. A year into his second presidency Donald Trump has lost the country. @RossDouthatNYT https://t.co/Us2B4ggYRf I want to tell you a secret. One that most conservatives on the internet dont want you to know. A year into his second presidency Donald Trump has lost the country. @RossDouthatNYT https://t.co/Us2B4ggYRf" [X Link](https://x.com/mark_dow/status/2019236841015374325) 2026-02-05T02:29Z 116.8K followers, 10.1K engagements "@infraa_ Cry harder" [X Link](https://x.com/mark_dow/status/2019254431347527788) 2026-02-05T03:39Z 116.8K followers, [----] engagements "1 b i t c o i n = [--] b [--] b i t c o i n = [--] b" [X Link](https://x.com/mark_dow/status/2019407751689183278) 2026-02-05T13:48Z 116.8K followers, [----] engagements "@Deuxlayes If you want fraudsters to profit at the expense of the financially credulous fine. Hell we elected a fraudster--twice--so I guess I shouldn't be surprised if ppl want that" [X Link](https://x.com/mark_dow/status/2019414688266862874) 2026-02-05T14:15Z 116.8K followers, [---] engagements "@hedgefundinvest 💪" [X Link](https://x.com/mark_dow/status/2019419300902445268) 2026-02-05T14:34Z 116.8K followers, [---] engagements "That smug fucker is making me root for Elizabeth Warren. I hate him for that if nothing else" [X Link](https://x.com/mark_dow/status/2019432870499217440) 2026-02-05T15:28Z 116.8K followers, 21.2K engagements "Idk what the level is but as long as Bitcoin's core properties are what they are people who can think from 1st principles and take a fundamentals-based view show up at some point and set the floor. Idk what the level is but as long as Bitcoin's core properties are what they are people who can think from 1st principles and take a fundamentals-based view show up at some point and set the floor" [X Link](https://x.com/mark_dow/status/2019435638496588026) 2026-02-05T15:39Z 116.9K followers, 11.8K engagements "@capatli Was a republican. Never been a dem. Will always be a never trumper. GFY" [X Link](https://x.com/mark_dow/status/2019438304568176882) 2026-02-05T15:49Z 116.8K followers, [----] engagements "Remember: At the first whiff of a market downturn (as long as not driven by fear of rate hikes) no one cares about the diversification trade and USTs rally Prediction: at the first whiff of a real slowdown all this worry about treasury supply disappears https://t.co/P7y0OrhfHb Prediction: at the first whiff of a real slowdown all this worry about treasury supply disappears https://t.co/P7y0OrhfHb" [X Link](https://x.com/mark_dow/status/2019440950636888077) 2026-02-05T16:00Z 116.8K followers, [----] engagements "@grok @NauticaNinja @BuckSexton @grok How much did wages increase over the same period If wages were $1 in [----] what would they be now" [X Link](https://x.com/mark_dow/status/2019443005518733400) 2026-02-05T16:08Z 116.8K followers, [--] engagements "I was a professional emerging market PM and HFM for many years. This is exactly the kind of analysis we had to do in Turkey Argentina Venezuela etc. Y'all thought the Fed was going to turn us into these countries. Turns out it was Trump that would. Incredible. Research analysts (this from George Pollack at Signum Global) are now having to explain basic US election laws to their clients. Literally the type of note typically see about various quasi-democratic frontier markets. https://t.co/n9eH4bRUWm Incredible. Research analysts (this from George Pollack at Signum Global) are now having to" [X Link](https://x.com/mark_dow/status/2019444599039664547) 2026-02-05T16:14Z 116.9K followers, 59.4K engagements "Donald Dump Trump just sold $5050000 in $BTC. https://t.co/tVYmeUNBcg Trump just sold $5050000 in $BTC. https://t.co/tVYmeUNBcg" [X Link](https://x.com/mark_dow/status/2019447307729854950) 2026-02-05T16:25Z 116.8K followers, 26.1K engagements "@sunchartist Ha. So would the downside target on the break measure to about 38k" [X Link](https://x.com/mark_dow/status/2019452725239456090) 2026-02-05T16:47Z 116.8K followers, [---] engagements "If bitcoin hits 42k every single holder of a bitcoin ETF would be underwater. Every single one. Hard core technicians measure the downside from the break (where the asset price crosses thru the red neckline) by measuring the distance from the peak of the "head" to the break. In this case the peak is 126k and the break is around 80K. 126-80=46 and 80-46=34k. So the "downside objective" technically would be roughly 34k. I think the kids call this a head-and-shoulders top. Right shoulder even lower than the left. Textbook. #bitcoin https://t.co/YFM0zZnFBr I think the kids call this a" [X Link](https://x.com/mark_dow/status/2019455166257438826) 2026-02-05T16:56Z 116.8K followers, 83.6K engagements "@ScottAWolfe Imagine how depraved you have to be to pump false narratives and endlessly morphing "investment theses" to financial rubes to get your bag. If you actually believe this stuff then you're merely a sucker and you have my sympathies" [X Link](https://x.com/mark_dow/status/2019456006363709685) 2026-02-05T17:00Z 116.8K followers, [----] engagements "@Noirfatalegem As long as you manage your risk well you can try anything" [X Link](https://x.com/mark_dow/status/2019458555275870691) 2026-02-05T17:10Z 116.8K followers, [----] engagements "@TradeWRichard I feel sorry for the ppl who get conned. For sure. Not so much the pumpers and perpetrators. Unfortunately there are suckers left holding the bag in all financial fraud by definition" [X Link](https://x.com/mark_dow/status/2019465561370161431) 2026-02-05T17:38Z 116.8K followers, [---] engagements "Very well argued. [--] REASONS WHY THIS IS THE WORST CRYPTO WINTER EVER In today's newsletter I wrote about how there are just numerous dynamics all happening at once -- from Epstein to quantum to AI to the death of crypto twitter -- clobbering the coins https://t.co/3jQQR7jk6O [--] REASONS WHY THIS IS THE WORST CRYPTO WINTER EVER In today's newsletter I wrote about how there are just numerous dynamics all happening at once -- from Epstein to quantum to AI to the death of crypto twitter -- clobbering the coins https://t.co/3jQQR7jk6O" [X Link](https://x.com/mark_dow/status/2019470041213702474) 2026-02-05T17:55Z 116.8K followers, 34.4K engagements "@RonaldoVamo I have owned it. In fact last year it was the third largest contributor to my PNL. Its all there over on @BehavioralMacro" [X Link](https://x.com/mark_dow/status/2019478393734213990) 2026-02-05T18:29Z 116.8K followers, [----] engagements "Dude started pitching it in satellite radio ads at 120k. Cardone Capital adds more BTC at $67000. We are cash flow positive on our real estate and expect to hold both the Real Estate and BTC for long periods of time. We have NO DEBT on the BTC and [--] year fixed debt on the real estate. Cardone Capital adds more BTC at $67000. We are cash flow positive on our real estate and expect to hold both the Real Estate and BTC for long periods of time. We have NO DEBT on the BTC and [--] year fixed debt on the real estate" [X Link](https://x.com/mark_dow/status/2019486536715452864) 2026-02-05T19:01Z 116.8K followers, 17.5K engagements "@JamieHuddlest12 @capatli Well put. No lies detected" [X Link](https://x.com/mark_dow/status/2019490136925565246) 2026-02-05T19:15Z 116.8K followers, [--] engagements "@AndreasSteno Read Joe Weisenthals newsletter today. He posted it here. Extremely compelling. Its gonna make a lot of true believers very uncomfortable" [X Link](https://x.com/mark_dow/status/2019502561104191906) 2026-02-05T20:05Z 116.8K followers, [----] engagements "The 2x leveraged MSTR ETF is down 97% https://t.co/M8GSEoareK The 2x leveraged MSTR ETF is down 97% https://t.co/M8GSEoareK" [X Link](https://x.com/mark_dow/status/2019517939041607760) 2026-02-05T21:06Z 116.8K followers, [----] engagements ""After spending many years in Wall Street and after making and losing millions of dollars I want to tell you this: It never was my thinking that made the big money for me. It always was my grifting. Anthony Pompliano Reminiscences of a Grift Operator" [X Link](https://x.com/mark_dow/status/2019545012049179031) 2026-02-05T22:53Z 116.7K followers, [----] engagements "Pardon me BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1 BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1" [X Link](https://x.com/mark_dow/status/2019615139146957267) 2026-02-06T03:32Z 116.8K followers, 11.2K engagements "Carrying on the family tradition. If you invested $100000 into ETH when Eric Trump told you to buy you would now have $1245 https://t.co/6rr7NkqWEA If you invested $100000 into ETH when Eric Trump told you to buy you would now have $1245 https://t.co/6rr7NkqWEA" [X Link](https://x.com/mark_dow/status/2019782459853078792) 2026-02-06T14:37Z 116.9K followers, 23.9K engagements "@Tjernlund Doesn't change the point tho" [X Link](https://x.com/mark_dow/status/2019785184145743933) 2026-02-06T14:48Z 116.8K followers, [---] engagements "@KeyserSozeThree @Tjernlund It's all grift. Only the magnitude and grift vehicle changes from case to case. No different from selling Trump gold watches and Trump gold phones that never arrive or aren't the product promised" [X Link](https://x.com/mark_dow/status/2019791656669647104) 2026-02-06T15:13Z 116.9K followers, [---] engagements "@votetimscott This you" [X Link](https://x.com/mark_dow/status/2019799583883485359) 2026-02-06T15:45Z 116.9K followers, [----] engagements "AYNTK. 👇 The "belief" in bitcoin is gone. Too many unfulfilled promisses of functionality. It's just gambling now. And there are too many other venues for that now on your phone and in your face for bitcoin to hold their interest. But it is kinda comical bitcoin space went from 'we don't need no stinkin' gubment' to 'pls bail me out Mr Trump and Mr Fed.' @qthomp Its always something that bothered me. The average bitcoin holder who should be the biggest believer in responsible monetary policy ends up becoming the biggest cheerleader for degenerate money printing A tale of incentives @qthomp" [X Link](https://x.com/mark_dow/status/2019803702178222433) 2026-02-06T16:01Z 116.8K followers, [----] engagements ".@OldTakesExposed Trump in office will be a second-term lame duck who never wanted to run a WH; whatever de facto powers Pence enjoyed even a semi-competent second term VP will be able to accrue many more. Trump in office will be a second-term lame duck who never wanted to run a WH; whatever de facto powers Pence enjoyed even a semi-competent second term VP will be able to accrue many more" [X Link](https://x.com/mark_dow/status/2019803948094492713) 2026-02-06T16:02Z 116.9K followers, [----] engagements "This won't crash the economy but it will be a drag on growth as far as the eye can see. Can't be fixed simply by Trump leaving now that the rest of the world knows the US can elect someone like him. The damage has been done and isn't over. Property rights rule of law sanctity of contract all these elements of the 'enabling environment' robust capitalism requires have been damaged. Trading partners now trust us less global investors trust us less and the high quality human capital we've always been able to attract almost effortlessly trusts us less. The private sector is choosing not to invest" [X Link](https://x.com/mark_dow/status/2019806810161778775) 2026-02-06T16:14Z 116.9K followers, 80K engagements "@TotemMacro They aren't. Any deficit creates private sector assets (and pub sector liabilities). Only an increase in the deficit imparts a positive GDP impulse. Two different things" [X Link](https://x.com/mark_dow/status/2019808612894601723) 2026-02-06T16:21Z 116.8K followers, [---] engagements "Weekend. Handsome Max is pushing [--] and starting to wobble a little but his happy place is still at the beach and in the water. 100% retriever" [X Link](https://x.com/mark_dow/status/2019824692899835950) 2026-02-06T17:25Z 116.8K followers, [----] engagements "Now we get to hear about how presidential it is to take down a race baiting tweet" [X Link](https://x.com/mark_dow/status/2019825593416900931) 2026-02-06T17:28Z 116.8K followers, 10.3K engagements "They found the White House staffer who sent out the racist tweet" [X Link](https://x.com/mark_dow/status/2019828436534186312) 2026-02-06T17:40Z 116.9K followers, [----] engagements "Phase 1: Fuck Your Feelings Phase 2: Both Sides Tho Phase 3: Show Me Grace" [X Link](https://x.com/mark_dow/status/2020141582498857423) 2026-02-07T14:24Z 116.8K followers, [----] engagements "Doesn't matter if the grift is [--] [--] or [--] percent. It's grift. But the serious embarrassment is [--] baby mamas cheated on every wife hes had impeached twice 34-count convicted felon liable for sexual abuse fraudulent charity & university exposed in the Epstein files and is the grifter-in-chief. https://twitter.com/i/web/status/2020156411297325509 https://twitter.com/i/web/status/2020156411297325509" [X Link](https://x.com/mark_dow/status/2020156411297325509) 2026-02-07T15:23Z 116.9K followers, [--] engagements "https://x.com/mark_dow/status/1013471564354838529s=20 Its not rocket science. No one legit would lend to Trump after his bankruptcies. Russian oligarchs needed to launder money. Trumps kids talked publicly about how much Russian funding they were getting. Trump pulls punches on all things Russian. Time line fits perfectly. https://t.co/s7QPDTjhiP https://x.com/mark_dow/status/1013471564354838529s=20 Its not rocket science. No one legit would lend to Trump after his bankruptcies. Russian oligarchs needed to launder money. Trumps kids talked publicly about how much Russian funding they were" [X Link](https://x.com/mark_dow/status/2020169167471833489) 2026-02-07T16:13Z 116.9K followers, 12.7K engagements "@zurich_gnome It's not theory. It's well documented. Even the Trump kids told us at the time--they just called it "financing" not money laundering" [X Link](https://x.com/mark_dow/status/2020172804969398327) 2026-02-07T16:28Z 116.9K followers, [----] engagements "We don't know what their goals were--immediate or long term. And we don't know what domestic and international constraints Russia might have been facing. But we know Trump laundered money for Russian oligarchs and we know Russia worked with Trump campaign to get him elected. The timing of invading Ukraine doesn't change any of that. https://twitter.com/i/web/status/2020176266918523276 https://twitter.com/i/web/status/2020176266918523276" [X Link](https://x.com/mark_dow/status/2020176266918523276) 2026-02-07T16:42Z 116.9K followers, [---] engagements "You know whos not in the Epstein files Anybody from the Biden administration BREAKING: Netanyahu tries to remove all his emails sent to Epstein. His pic is blurred and his name is mentioned [----] times in Epstein's file. https://t.co/qO9uO2nU7F BREAKING: Netanyahu tries to remove all his emails sent to Epstein. His pic is blurred and his name is mentioned [----] times in Epstein's file. https://t.co/qO9uO2nU7F" [X Link](https://x.com/mark_dow/status/2020217662782206324) 2026-02-07T19:26Z 116.9K followers, 27.8K engagements "When people say but both sides need to tone it down theyre telling you who they are. Last night Trump posted a video to his social media platform that contained a racist clip showing Barack and Michelle Obama as monkeys. It's still up: https://t.co/LZgAWS7BP7 Last night Trump posted a video to his social media platform that contained a racist clip showing Barack and Michelle Obama as monkeys. It's still up: https://t.co/LZgAWS7BP7" [X Link](https://x.com/mark_dow/status/2020494001724629039) 2026-02-08T13:44Z 116.9K followers, 13.5K engagements "Because its the same guy who did Idiocracy. How was the show Silicon Valley so ahead of its time https://t.co/pXxbQotixl How was the show Silicon Valley so ahead of its time https://t.co/pXxbQotixl" [X Link](https://x.com/mark_dow/status/2020495083746001014) 2026-02-08T13:49Z 116.9K followers, 14.1K engagements "Lost interest in the Super Bowl long ago. These days it's all about celebrity gossip interminable half time shows and oceans of ads that are better seen on social media the next day anyway. Liked it more when it was about football. /end rant" [X Link](https://x.com/mark_dow/status/2020859661260632215) 2026-02-09T13:57Z 116.9K followers, [----] engagements "@MyDogMonkey TBF at that point Greenspan (and many others) were afraid the financial system would run out of treasury bonds which would be bad for the conduct of monetary collateral-based lending and deprive the bond market of a benchmark yields" [X Link](https://x.com/mark_dow/status/2020864809571336394) 2026-02-09T14:18Z 116.9K followers, [---] engagements "Software and unprofitable tech bouncing hard. $IGV Bitcoin.is not" [X Link](https://x.com/mark_dow/status/2020898644598345824) 2026-02-09T16:32Z 116.9K followers, 13.3K engagements "Update: a lot bigger now but happy goofy Baloo is still 100% water dog. Baloo had his first day swimming at the beach today. He is now a water dog. https://t.co/0VNDT8Axux Baloo had his first day swimming at the beach today. He is now a water dog. https://t.co/0VNDT8Axux" [X Link](https://x.com/mark_dow/status/2021024728627150978) 2026-02-10T00:53Z 116.9K followers, [----] engagements "Market update:" [X Link](https://x.com/mark_dow/status/2018785692151930994) 2026-02-03T20:36Z 117K followers, [----] engagements "Some of you with sharper pencils have pointed out that for GDP growth purposes it's the change in the deficit not the absolute size that matters. This is of course correct. But the point here is that deficits create private sector wealth. And huge deficits create huge wealth. This strengthens corporate earnings and private sector balance sheets. This makes entering into a recession much much more difficult--even if the fiscal impulse relative to last year from the GDP perspective is not very large. This is it here. With big fiscal and capex you really can't have a recession without a massive" [X Link](https://x.com/mark_dow/status/2019785036837572660) 2026-02-06T14:47Z 117K followers, 20.2K engagements "Bullshit. And we all know this bc we saw Warsh's multiple flip flops in real time. It's really sad to see how full toady Joseph Wang has gone. From lying insinuations about the Fed being politicized to now defending the guy who actually wants to politicize it. Wang was once someone whose analysis you could trust on certain monpol issues. Now his credibility is shot. And for what Kevin Warsh has been remarkably consistent: hawkish on inflation before the GFC hawkish after the GFC and hawkish through a decade where inflation stubbornly undershot targets He may be promising rate cuts but he also" [X Link](https://x.com/mark_dow/status/2020187175590195416) 2026-02-07T17:25Z 117K followers, 29K engagements "What. https://t.co/mNTjspuh7w What. https://t.co/mNTjspuh7w" [X Link](https://x.com/mark_dow/status/2021218608936784011) 2026-02-10T13:44Z 117K followers, [----] engagements "*I forgot the episode with Roberto Perli which was excellent. https://podcasts.apple.com/us/podcast/macro-musings-with-david-beckworth/id1099277290i=1000656100348 https://podcasts.apple.com/us/podcast/macro-musings-with-david-beckworth/id1099277290i=1000656100348" [X Link](https://x.com/mark_dow/status/2021290333070557560) 2026-02-10T18:29Z 117.1K followers, [----] engagements "RT @mark_dow: In January [----] Loeffler attended a closed-door classified briefing for senators about the emerging coronavirus outbreak. D" [X Link](https://x.com/mark_dow/status/2021940262441038120) 2026-02-12T13:31Z 117K followers, [--] engagements "RT @ModeledBehavior: AI is playing out in the real world like crypto zealots thought crypto would. Meanwhile the US save haven status is we" [X Link](https://x.com/mark_dow/status/2022001192533111228) 2026-02-12T17:33Z 117K followers, [--] engagements "Imagine how the world would be different if Jeff Bezos had gotten laid in high school. who could have known allowing people like this to control the news would be a bad idea really starting to think the whole capitalism thing is pretty sus. https://t.co/DmaO0iFepZ who could have known allowing people like this to control the news would be a bad idea really starting to think the whole capitalism thing is pretty sus. https://t.co/DmaO0iFepZ" [X Link](https://x.com/mark_dow/status/2019198249341710775) 2026-02-04T23:55Z 117.1K followers, 22.1K engagements "Since this tweet is going viral I thought I would post the pup doing a retrieve chased by a French bulldog with training wheels. Youre welcome" [X Link](https://x.com/mark_dow/status/2022009894627680679) 2026-02-12T18:08Z 117.1K followers, 24.3K engagements "👀 We dont get everything right on @BehavioralMacro but our timing tends to be pretty good and our risk management protects us when it isnt. And we dont let politics or innate dislike of certain assets affect the way we trade. https://t.co/Ferp85S1nH We dont get everything right on @BehavioralMacro but our timing tends to be pretty good and our risk management protects us when it isnt. And we dont let politics or innate dislike of certain assets affect the way we trade. https://t.co/Ferp85S1nH" [X Link](https://x.com/mark_dow/status/2022024440570339738) 2026-02-12T19:06Z 117.1K followers, [----] engagements "Hilariously savage econ joke. Wait for it" [X Link](https://x.com/anyuser/status/1458823004989788165) 2021-11-11T15:44Z 117.1K followers, [----] engagements "BREAKING: US government is advising its citizens to get out of tech stocks" [X Link](https://x.com/anyuser/status/1492240406519574529) 2022-02-11T20:53Z 117.1K followers, [----] engagements "@paulg @naoyak Pretty tough to put on the same level crypto and taxation policy and banana republic authoritarianism. People who are not stupid nor evil can disagree on the former but not on the latter" [X Link](https://x.com/mark_dow/status/2008870659099922580) 2026-01-07T11:57Z 117.1K followers, [----] engagements "@JamesSurowiecki We don't tho. Banks don't lend out deposits. Banks create them thru lending. Endogenous money growth. Look it up" [X Link](https://x.com/mark_dow/status/2014031083101364704) 2026-01-21T17:43Z 117.1K followers, [----] engagements "The Golden Age of Grift Taken [--] hours ago. Saylor was with the Trump fam. Maybe a certain announcement coming soon 👀 https://t.co/F5Cf1yMjLE Taken [--] hours ago. Saylor was with the Trump fam. Maybe a certain announcement coming soon 👀 https://t.co/F5Cf1yMjLE" [X Link](https://x.com/mark_dow/status/2020200213320012130) 2026-02-07T18:17Z 117.1K followers, 28.8K engagements "A family friend only got his work visa renewed once he submitted to the Trump administrations request to unlock his Instagram account. Now its official. To enter the United States with an ESTA travellers must hand over all their social media from the last five years. Not a rumour. An official rule. This matters even more as the US prepares to host the next Football World Cup welcoming athletes supporters and https://t.co/JwfUbp42Tk Now its official. To enter the United States with an ESTA travellers must hand over all their social media from the last five years. Not a rumour. An official" [X Link](https://x.com/mark_dow/status/2020997138382254502) 2026-02-09T23:04Z 117.1K followers, 12.2K engagements "Equities: Green Gold: Green Silver: Green Bitcoin: -3%" [X Link](https://x.com/mark_dow/status/2021564301849588028) 2026-02-11T12:37Z 117.1K followers, [----] engagements "@johnrfite It's been 15yrs of moving goalposts. Still no killer app to drive mass adoption. The dream is over" [X Link](https://x.com/mark_dow/status/2021602609618960836) 2026-02-11T15:09Z 117.1K followers, [--] engagements ""Speaking of wrong let's welcome Joe Lavorgna to the show"" [X Link](https://x.com/mark_dow/status/2021603289389728225) 2026-02-11T15:12Z 117.1K followers, [----] engagements "RT @heart_: gm" [X Link](https://x.com/mark_dow/status/2021957259979538923) 2026-02-12T14:39Z 117.1K followers, [---] engagements "@grok @TitoA732970 What did Dow say about bitcoin in April 2019" [X Link](https://x.com/mark_dow/status/2021986001372295213) 2026-02-12T16:33Z 117.1K followers, [---] engagements "Bitcoin is really now just a nepo grift vehicle for politicians. BREAKING: Cantor nears $3 Billion crypto venture with Softbank Tether and Bitfinex Brandon Lutnick son of US commerce secretary Howard Lutnick runs the vehicle Cantor Equity Partners which will soon become [--] Capital https://t.co/HOBApuqlPh BREAKING: Cantor nears $3 Billion crypto venture with Softbank Tether and Bitfinex Brandon Lutnick son of US commerce secretary Howard Lutnick runs the vehicle Cantor Equity Partners which will soon become [--] Capital https://t.co/HOBApuqlPh" [X Link](https://x.com/mark_dow/status/1917939005129441687) 2025-05-01T13:47Z 117.1K followers, 15.9K engagements "I think the kids call this a head-and-shoulders top. Right shoulder even lower than the left. Textbook. #bitcoin" [X Link](https://x.com/mark_dow/status/2019429486715105429) 2026-02-05T15:14Z 117.1K followers, 110.5K engagements "I was suspended for [--] hrs for tweeting the current location of Elon's share price. $TSLA" [X Link](https://x.com/mark_dow/status/1603749987904430081) 2022-12-16T13:52Z 117.1K followers, 65.7K engagements "Harris rn killing a baby in his 78th year" [X Link](https://x.com/mark_dow/status/1833677807194693905) 2024-09-11T01:23Z 117.1K followers, 6.3M engagements "The TL;DR of why Trump won:" [X Link](https://x.com/mark_dow/status/1858530296666423448) 2024-11-18T15:18Z 117.1K followers, 946.2K engagements "A couple of thoughts about Warsh. I dont think hes going to be independent and I think most of his criticism of the Fed balance sheet and policy framework when he was campaigning for the job was because he knew he could neither contradict nor defend trumps views on the policy rate and needed to talk about something elseanything else. I dont think hes genuinely super motivated to make the changes he was recommending. He will have to do some symbolic things to make it look like his criticism was sincere but dont expect anything dramatic. Second people are suggesting hes going to shrink the" [X Link](https://x.com/mark_dow/status/2017280535433998837) 2026-01-30T16:55Z 117.1K followers, 180K engagements "I want bitcoin to go to zero and I want all the grifters who pumped this to rubes on the back of moronic fearmongering of monetary policy and promises of generational wealth to be fully invested as it happens. Thank you for your attention to this matter" [X Link](https://x.com/mark_dow/status/2019181097242734703) 2026-02-04T22:47Z 117.1K followers, 150.5K engagements "Anyone in international finance in New York in the 2000s knew the Russians were laundering their oil windfall money thru Trump. Both Eric and Don Jr even said so publicly. This is the foundation of why Trump is pro-Russia. That Russia in [----] coordinating with the Trump campaign did everything it could to get Trump elected just reinforced the relationship. Now the Ukrainian people are paying for it. Jeffrey Epstein explained how Donald Trump was a front for Russian money laundering: https://t.co/g9zBte7gtn Jeffrey Epstein explained how Donald Trump was a front for Russian money laundering:" [X Link](https://x.com/mark_dow/status/2020139742843842601) 2026-02-07T14:17Z 117.1K followers, 296.3K engagements "Pouring one out for those who actually thought Trump was going to reduce the deficit. #RIP" [X Link](https://x.com/mark_dow/status/2021613274878382241) 2026-02-11T15:52Z 117.1K followers, 10.4K engagements "Con-tinuing the family tradition Sons of top Trump administration officials made billions for their families in crypto ventures but their investors didnt always fare so well. https://t.co/R619hNHNam https://t.co/fg1k9S7UdA Sons of top Trump administration officials made billions for their families in crypto ventures but their investors didnt always fare so well. https://t.co/R619hNHNam https://t.co/fg1k9S7UdA" [X Link](https://x.com/mark_dow/status/2021786975511191770) 2026-02-12T03:22Z 117.1K followers, [----] engagements "Bondi needs to keep my name out her mouth Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK" [X Link](https://x.com/mark_dow/status/2021946770734153976) 2026-02-12T13:57Z 117.1K followers, [----] engagements "@TomDreisbach @grok how many ppl who were pardoned for Jan 6th have been re-arrested And how many for child abuse" [X Link](https://x.com/mark_dow/status/2022318727098995089) 2026-02-13T14:35Z 117.1K followers, 11.7K engagements "🧑🚀🔫 GOP voters are becoming poorer and significantly less educated. Democratic voters are becoming the opposite. https://t.co/42GhyNRHbm GOP voters are becoming poorer and significantly less educated. Democratic voters are becoming the opposite. https://t.co/42GhyNRHbm" [X Link](https://x.com/mark_dow/status/2022335204078346393) 2026-02-13T15:41Z 117.1K followers, [----] engagements "There were three conclusions from the post election surveys: 1) More ppl are getting their news from social media. 2) Ppl who get their news from social media answer basic factual questions worse than those who get their news from legacy media 3) Ppl who answer basic factual questions worse voted overwhelmingly for Trump It's not rocket science. GOP voters are becoming poorer and significantly less educated. Democratic voters are becoming the opposite. https://t.co/42GhyNRHbm GOP voters are becoming poorer and significantly less educated. Democratic voters are becoming the opposite." [X Link](https://x.com/mark_dow/status/2022340884789076124) 2026-02-13T16:03Z 117.1K followers, 83.1K engagements "BREAKING: $PLTR down sharply on reports they're having difficulty sourcing twink blood and antichrist paraphernalia for Thiel" [X Link](https://x.com/mark_dow/status/2019066294935728595) 2026-02-04T15:11Z 117.1K followers, 26.6K engagements "Not a fair comparison. The Dow was only [-----] dollars then. Throwback to Pam Bondis campaign ad for Florida AG Ill fight to put human trafficking monsters where they belong. Behind bars. The ad aged. The internet remembers. https://t.co/EKIcedCeir Throwback to Pam Bondis campaign ad for Florida AG Ill fight to put human trafficking monsters where they belong. Behind bars. The ad aged. The internet remembers. https://t.co/EKIcedCeir" [X Link](https://x.com/mark_dow/status/2021975798476095748) 2026-02-12T15:52Z 117.1K followers, 409.1K engagements "Bad news for pedophiles : The Dow is now under 50k" [X Link](https://x.com/mark_dow/status/2021981163011834031) 2026-02-12T16:14Z 117.1K followers, 1.1M engagements "We dont get everything right on @BehavioralMacro but our timing tends to be pretty good and our risk management protects us when it isnt. And we dont let politics or innate dislike of certain assets affect the way we trade" [X Link](https://x.com/mark_dow/status/2021984658238644507) 2026-02-12T16:28Z 117.1K followers, 14.2K engagements "There were no election deniers in [----]. There were people who argued with ample evidence that Russia through social media propaganda hacked email releases etc influenced to some degree the election to help Trump but no one was denying that the elections themselves were fair the way Trump and right wing media did in [----] and still do" [X Link](https://x.com/mark_dow/status/2022410362835042402) 2026-02-13T20:39Z 117.1K followers, [----] engagements "We don't need no stinkin' vaccines The FDA completely refused to review Modernas influenza vaccine -- in a letter signed personally by Vinay Prasad. (That's unusual -- it would usually come from a lower-level official.) The quotes here are. quite a thing. Vinay Prasad: "Your control arm does not reflect the The FDA completely refused to review Modernas influenza vaccine -- in a letter signed personally by Vinay Prasad. (That's unusual -- it would usually come from a lower-level official.) The quotes here are. quite a thing. Vinay Prasad: "Your control arm does not reflect the" [X Link](https://x.com/mark_dow/status/2021565951955902529) 2026-02-11T12:44Z 117.1K followers, [----] engagements "@RJames_22 Cope harder Cletus" [X Link](https://x.com/mark_dow/status/2022343255984418973) 2026-02-13T16:13Z 117.1K followers, [---] engagements "What if bitcoin has finally run out of greater fools" [X Link](https://x.com/mark_dow/status/1992967018061193618) 2025-11-24T14:42Z 117.1K followers, 78.3K engagements "Never forget I joined @cvpayne yesterday from the floor of Bitcoin Investor Week to discuss bitcoin inflation deflation and the strength of the US economy. https://t.co/eTYeeCfGul I joined @cvpayne yesterday from the floor of Bitcoin Investor Week to discuss bitcoin inflation deflation and the strength of the US economy. https://t.co/eTYeeCfGul" [X Link](https://x.com/mark_dow/status/2021973386684248128) 2026-02-12T15:43Z 117.1K followers, [----] engagements "@kt_valueguy Seems more like you're butthurt from association. 0.002% of degrees awarded or whatever but yeah. There a reason ppl who voted Trump fare less well when asked basic factual questions" [X Link](https://x.com/mark_dow/status/2022349783713849737) 2026-02-13T16:38Z 117.1K followers, [---] engagements "This is it here. With big fiscal and capex you really can't have a recession without a massive exogenous shock. Even better if private sector balance sheets in the aggregate are in great shape. Also with fisc and capex driving the bus it doesn't really matter what the policy rate at the Fed is either (within reason). I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1). I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1)" [X Link](https://x.com/mark_dow/status/2019619404041056633) 2026-02-06T03:49Z 117.1K followers, 81.4K engagements "The moment I became sure Michael Saylor was a loon or a conman was when he went on OddLots and explained his understanding of the macro forces that would underpin the inevitable broad based adoption of #bitcoin Every bit as revealing to me as the SBF OddLots episode (feat @matt_levine) that set in motion (IMHO) SBF's demise" [X Link](https://x.com/mark_dow/status/2021211451680227584) 2026-02-10T13:15Z 117.1K followers, 17.2K engagements "Finally some straight talk. Warsh's criticism of the Fed balance sheet was cosmetic "campaign" rhetoric. Everyone would like a smaller Fed balance sheet but ppl who understand the issue know that reality gets in the way. Reducing regulatory liquidity requirements to reduce the Fed balance sheet in way that doesn't increase risks to financial stability or compromise Fed Funds elasticity (think TGA) leaves them somewhat limited scope. It's a nuanced and complex issue area but for those of you who want to bone up on it I would recommend listening to @Macro_Musings episodes with Bill Nelson and" [X Link](https://x.com/mark_dow/status/2021282538036281484) 2026-02-10T17:58Z 117.1K followers, 29.6K engagements "@AutismCapital Trumps spent a lifetime leaving a trail of exactly this type of grift and half of America was either too dumb to figure it out or too craven to call it out. Including you. And you didn't wake up to it until he hurt your market for beanie babies" [X Link](https://x.com/mark_dow/status/2021569515801219528) 2026-02-11T12:58Z 117.1K followers, 10.7K engagements "*CBO SEES [----] DEFICIT-GDP RATIO OF 5.8% VS 5.5% BEFORE TRUMP "And then I told them.get this.I told them I was going to REDUCE the deficit" https://t.co/jNa00mUatN "And then I told them.get this.I told them I was going to REDUCE the deficit" https://t.co/jNa00mUatN" [X Link](https://x.com/mark_dow/status/2021611225440977041) 2026-02-11T15:44Z 117.1K followers, [----] engagements "In January [----] Loeffler attended a closed-door classified briefing for senators about the emerging coronavirus outbreak. Disclosures later showed she and her husband began selling stocks immediately even as to the public she was downplaying the risks of an epidemic level outbreak. They finished selling before the stock market crashed in February. This is also called insider trading. NEW: SBA Administrator Kelly Loeffler invested $3 million in the AI startup Groq just weeks before it struck a $20 billion deal with Nvidia. https://t.co/zXy6tNAKaY NEW: SBA Administrator Kelly Loeffler invested" [X Link](https://x.com/mark_dow/status/2021756411584426051) 2026-02-12T01:21Z 117.1K followers, 29.1K engagements ""I give you the upside you have no downside and I pay you a dividend while you wait to get rich" -- also Bernie Madoff If you don't have the instinct to run as fast as you can away from any financial promoter saying stuff like this you should not be managing anyone's money--not even your own. #bitcoin "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich" https://t.co/AfE6XmXCVt "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich" https://t.co/AfE6XmXCVt" [X Link](https://x.com/mark_dow/status/2021940195999068606) 2026-02-12T13:31Z 117.1K followers, 83.8K engagements "Name checked by Bondi mentioned [----] times in the Epstein files; it's been a big week" [X Link](https://x.com/mark_dow/status/2021956465767190879) 2026-02-12T14:36Z 117.1K followers, [----] engagements "I love that DJ Sol also has a handicap of [--] and is playing in the Pebble Beach pro-am. Hard out here for a pimp" [X Link](https://x.com/mark_dow/status/2021969138508607692) 2026-02-12T15:26Z 117.1K followers, [----] engagements "$PLTR on @BehavioralMacro" [X Link](https://x.com/mark_dow/status/2021970793740349834) 2026-02-12T15:32Z 117.1K followers, 11.8K engagements "Never forget: Starting to question the conviction & credibility of Bitcoin experts who havent bought since it was $300 Starting to question the conviction & credibility of Bitcoin experts who havent bought since it was $300" [X Link](https://x.com/mark_dow/status/2021973903309177236) 2026-02-12T15:45Z 117.1K followers, [----] engagements "Also: The asadas are every bit as good as in Argentina chivitos are low key one of the world's best sandwiches and tannat their local red wine is excellent. Uruguay is the most underrated country in the Western Hemisphere. The Switzerland of South America. No tax on foreign-sourced income. 11-year tax holiday on foreign dividends and interest. After that Just 12%. Or opt for a flat 7% forever. 30+ double tax treaties including https://t.co/c6q3TR2TZa Uruguay is the most underrated country in the Western Hemisphere. The Switzerland of South America. No tax on foreign-sourced income. 11-year" [X Link](https://x.com/mark_dow/status/2021987455067693260) 2026-02-12T16:39Z 117.1K followers, 12.3K engagements "SBF throwing a Jail Mary here Under Biden companies were forced offshore. Under @realDonaldTrump they're welcome back in America. Insane regulation by Dems: require licenses refuse to give them out. They literally couldn't operate in America. https://t.co/oh8lCQvRgC Under President Trump that's https://t.co/GeM8kfeGhO Under Biden companies were forced offshore. Under @realDonaldTrump they're welcome back in America. Insane regulation by Dems: require licenses refuse to give them out. They literally couldn't operate in America. https://t.co/oh8lCQvRgC Under President Trump that's" [X Link](https://x.com/mark_dow/status/2021994036605989084) 2026-02-12T17:05Z 117.1K followers, 96.3K engagements "RT @SykesCharlie: She didnt turn around. She didnt look at them. They were right there. She could have arranged to get their contact in" [X Link](https://x.com/mark_dow/status/2021998194553713102) 2026-02-12T17:21Z 117.1K followers, [----] engagements ""At least [--] individuals pardoned for Jan. [--] offenses have been rearrested or charged with other crimes post-pardon. At least [--] of those involve child sex crimes or abuse." @mark_dow @TomDreisbach Based on recent reports from CREW NPR and Wikipedia at least [--] individuals pardoned for Jan. [--] offenses have been rearrested or charged with other crimes post-pardon. At least [--] of those involve child sex crimes or abuse including Andrew Paul Johnson recently convicted in @mark_dow @TomDreisbach Based on recent reports from CREW NPR and Wikipedia at least [--] individuals pardoned for Jan. [--] offenses" [X Link](https://x.com/mark_dow/status/2022321038760259954) 2026-02-13T14:44Z 117.1K followers, 56.8K engagements "Natural gas vol exist to make silver futures vol seem semi normal Today's edition of 'hedge fund speak': "BlueCrest Capital Managements senior natural gas trader Alex Watson and several analysts have left the firm as extreme price moves in markets dented profitability people familiar with the matter said." https://t.co/MuqVrJAW4s Today's edition of 'hedge fund speak': "BlueCrest Capital Managements senior natural gas trader Alex Watson and several analysts have left the firm as extreme price moves in markets dented profitability people familiar with the matter said." https://t.co/MuqVrJAW4s" [X Link](https://x.com/mark_dow/status/2022324981980663945) 2026-02-13T15:00Z 117.1K followers, [----] engagements "This is America now https://t.co/nJFSyIPofd https://t.co/nJFSyIPofd" [X Link](https://x.com/mark_dow/status/2022335900018188428) 2026-02-13T15:43Z 117.1K followers, [----] engagements "@noruserious @TomDreisbach @grok You're in deep dude. Seek help" [X Link](https://x.com/mark_dow/status/2022345874748375529) 2026-02-13T16:23Z 117.1K followers, [---] engagements "@car25176 There have been tons of surveys. I know deep inside you know it's true but search for yourself. In the meantime here are a couple: https://x.com/carlquintanilla/status/1793262110547349509s=20 https://x.com/mark_dow/status/1858567088052564381s=20 HARRIS POLL: * 55% believe the economy is shrinking * 49% believe the $SPX is down for the year * 49% believe that unemployment is at a 50-year high though the unemployment rate has been . near 50-year low. @guardian @brianstelter https://t.co/x8l65NM2TM https://x.com/carlquintanilla/status/1793262110547349509s=20" [X Link](https://x.com/mark_dow/status/2022367526056014053) 2026-02-13T17:49Z 117.1K followers, [----] engagements "Wet dog weekend" [X Link](https://x.com/mark_dow/status/2022396018034381067) 2026-02-13T19:42Z 117.1K followers, [----] engagements "@TopAlliedAceWW1 @avidseries You should read what you yourself post before you post it. Hope youre enjoying the historic levels of presidential corruption" [X Link](https://x.com/mark_dow/status/2022416730438668308) 2026-02-13T21:04Z 117.1K followers, [---] engagements "@HereForTheHEX @avidseries https://x.com/blueatlgeorgia/status/1947830486291640548 Then-Senator Marco Rubio described Russias interference as a deliberate campaign of active measures taken by the government of Vladimir Putin to influence and to potentially manipulate American public opinion. Their goal was to sow chaos and division in our politics sowing https://t.co/M4zm0Fk7zR https://x.com/blueatlgeorgia/status/1947830486291640548 Then-Senator Marco Rubio described Russias interference as a deliberate campaign of active measures taken by the government of Vladimir Putin to influence and to" [X Link](https://x.com/mark_dow/status/2022419084152049918) 2026-02-13T21:14Z 117.1K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mark_dow DowDow posts on X about bitcoin, money, balance sheet, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence finance #6679 cryptocurrencies #2393 countries 7.14% celebrities 5.36% social networks 3.57% technology brands 3.57% exchanges 2.38% stocks 2.38% currencies 0.6% fashion brands 0.6%
Social topic influence bitcoin #1086, money 7.14%, balance sheet #1763, in the 6.55%, crypto 4.17%, fed balance #8, matter #680, inflation 2.98%, epstein files 2.98%, if you 2.98%
Top accounts mentioned or mentioned by @grok @noruserious @capatli @hedgefundinvest @car25176 @behavioralmacro @tippiyogi @jadam2122 @lowbeta @hdselecta @bickerinbrattle @robustus @yelowt5 @sunchartist @jamiehuddlest12 @tjernlund @keysersozethree @gogoguillotines @magaman1080p4 @algovine
Top assets mentioned Bitcoin (BTC) Palantir Technologies Inc. (PLTR)
Top posts by engagements in the last [--] hours
"BREAKING: Trump fires Powell. Crowns himself Emperor of the Fed"
X Link 2025-04-10T17:19Z 116.7K followers, 23.8K engagements
"You know how you know bitcoin is over Grant Cardone is pitching it in his ads"
X Link 2025-11-19T17:50Z 116.8K followers, 10.2K engagements
"Trump will pull out all stops. We should know this by now. Hes already in too deep not to"
X Link 2026-01-28T23:46Z 116.7K followers, 19.5K engagements
"I thought wed learned that Fed balance sheet size doesnt ultimately matter for risky assets. 🤷♂"
X Link 2026-01-30T15:56Z 116.8K followers, [----] engagements
"The guy whos been bearish for every single day of the greatest [--] yr bull run in market history says someone else who was wrong about a thing once shouldnt be casting stones. GMAFB. Paul Krugman scorns Kevin Warsh as an intellectual lightweight in this substack article. For a man that said in [----] that "it will become clear that the Internet's effect on the economy would be no greater than the fax machine's" I wouldn't cast stones. https://t.co/w0qy0ntLIE Paul Krugman scorns Kevin Warsh as an intellectual lightweight in this substack article. For a man that said in [----] that "it will become"
X Link 2026-02-01T17:11Z 116.7K followers, 15.5K engagements
"Shrinking the balance sheet has had only a modest impact on financial conditions because quantitative easing has proven to be not very powerful in providing stimulus to the economy My work here is done. Heres Bill Dudley explaining why Warshs idea that balance sheet reduction makes room for rate cuts is faulty. Warsh seems to lack an understanding of the concept of sterilization. The character of the money supply changes w/ changes in the int rate. https://t.co/BSVQ5nxeZF Heres Bill Dudley explaining why Warshs idea that balance sheet reduction makes room for rate cuts is faulty. Warsh seems"
X Link 2026-02-01T17:36Z 116.9K followers, 13.3K engagements
"Truly embarrassing that Warsh after years at the Fed doesnt understand the balance sheet and the transmission mechanism of monetary policy and claims QE drives equity prices and caused the COVID inflation. The other possibility is he knows better but that this narrative feeds the outrage machine and serves his political ambitions better. Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the"
X Link 2026-02-02T13:59Z 116.9K followers, 36.7K engagements
"@Dr_Gingerballs Every other country had the same Covid inflation we had. Many now understand the balance sheet but reality doesnt get clicks"
X Link 2026-02-02T14:15Z 116.9K followers, [----] engagements
"Amazing to me how many ppl take cranks with a long well documented history of craven mendacity at face value. Even Stephen Moore is saying Warsh is an inflation hawk. Even Stephen Moore is saying Warsh is an inflation hawk"
X Link 2026-02-03T01:06Z 116.7K followers, 12.4K engagements
"Its not the Debasement trade. Its the Diversification trade. Calling it Debasement will just get you more clicks because its tinged with that dismissive cynicism that makes ppl feel theyre part of the in-group that gets it. Calling it the debasement trade also misidentifies the root causes. https://twitter.com/i/web/status/2018600158859293024 https://twitter.com/i/web/status/2018600158859293024"
X Link 2026-02-03T08:19Z 116.9K followers, 14K engagements
"Because Skanda probably doesnt think Warshs views on regime change are sincere. Most of Warshs emphasis on the Fed balance sheet and policy framework when he was campaigning for the job was because he knew he could neither contradict nor defend trumps views on the policy rate and needed to talk about something elseanything else. https://twitter.com/i/web/status/2018612120607449294 https://twitter.com/i/web/status/2018612120607449294"
X Link 2026-02-03T09:06Z 116.9K followers, [---] engagements
"Once again Equities: big bounce Gold&silver: big bounce Bitcoin: ☠"
X Link 2026-02-03T14:23Z 116.7K followers, 11.9K engagements
"@novussubsole SPX made an ATH yesterday bouncing back from the Friday warshout. Precious metals are up huge off there bottom. Bitcoin these days only goes down with equities; it doesn't go up with them. Broken asset"
X Link 2026-02-03T15:05Z 116.7K followers, [---] engagements
"Precious metals coming back forcefully from Friday's warshout"
X Link 2026-02-03T15:09Z 116.7K followers, [----] engagements
"Russia has its claws into us deep and you all are too paralyzed by bothsidesism woke pronouns drag queens to notice. Gabbard has buried a whistleblower complaint about her for eight months Even Congress has not seen it although there is a requirement for them to do so. Trump fired the IG and a loyalist to Gabbard was installed there appears to be a huge cover-up. The lengthy delay on Gabbard has buried a whistleblower complaint about her for eight months Even Congress has not seen it although there is a requirement for them to do so. Trump fired the IG and a loyalist to Gabbard was installed"
X Link 2026-02-03T15:17Z 116.7K followers, 10.7K engagements
"Crowding in and crowding out is not a thing. Never has been. It was a theory that never played out in realitymuch like trickle down or self regulating banks. But like a lot of these theories from the early 80s right-coded efficient-market type economists clung to them far too long. lots of clients sent me this today. Its well written and it plays to everyone's priors. They LOVE the idea of "crowding in". But i cant help thinking the administration is bullshitting - they know what markets want to hear but their policies are not taking us in that direction lots of clients sent me this today."
X Link 2026-02-03T15:32Z 116.7K followers, 17.2K engagements
"Pretty much every time I've wanted to go long the euro in hindsight I would have done better going long the mex peso"
X Link 2026-02-03T15:50Z 116.7K followers, [----] engagements
"FTR as I started my econ career I was a right-coded efficient-market type with monetarist leanings. But it didn't take long as an official sector policy economist before reality disabused me of my priors. (I worked for both R and D admins as well as the IMF) Crowding in and crowding out is not a thing. Never has been. It was a theory that never played out in realitymuch like trickle down or self regulating banks. But like a lot of these theories from the early 80s right-coded efficient-market type economists clung to them far too Crowding in and crowding out is not a thing. Never has been. It"
X Link 2026-02-03T16:03Z 116.7K followers, [----] engagements
"@darioperkins For sure. And because the memory of credit excesses is still to a significant degree in the muscle memory of the system"
X Link 2026-02-03T16:10Z 116.7K followers, [---] engagements
"Think about how hard guys like this got conned. @mark_dow I know very few who are head over heels for trump (it's often a choice of two terrible candidates) but he is the leader of the republican party and conservative wing especially. And they feel conservatives are stronger on nearly all issues which is why many support him. @mark_dow I know very few who are head over heels for trump (it's often a choice of two terrible candidates) but he is the leader of the republican party and conservative wing especially. And they feel conservatives are stronger on nearly all issues which is why many"
X Link 2026-02-03T16:27Z 116.7K followers, [----] engagements
"Aged well @timber001 @paymakr Tried to get the department of Justice to look into SNL because Baldwins imitation of him. In a second term hed be able to pull it off. So much for free speech. @timber001 @paymakr Tried to get the department of Justice to look into SNL because Baldwins imitation of him. In a second term hed be able to pull it off. So much for free speech"
X Link 2026-02-03T16:34Z 116.7K followers, [----] engagements
"Software as a disservice"
X Link 2026-02-03T17:07Z 116.7K followers, [----] engagements
"It doesn't work that way. And we know this bc the Fed jacked rates harder than they have in the past [--] yrs while doing $2T+ of QT and the market kept making ATH after ATH. Moreover when the Fed raises rates it doesn't change the size of the balance sheet at all so it doesn't "take money out of financial assets". Druck may be a legendary risk taker but for the past 15yrs at least his pronouncements on monpol and its effects have been almost always wrong and anchored in theories that have been proven wrong and mechanisms that no longer exist. If ppl ever figured out that you don't have to grok"
X Link 2026-02-03T17:59Z 116.9K followers, [----] engagements
"Sure you're free to believe whatever you like obviously but reality disagrees with both of you. I mean if he was even close to correct the market wouldn't have kept making ATHs in the face of the Fed's rate hikes and QT. Pretty much disproves his beliefs right there. Moreover the mechanism he discribes we know is wrong. Fed balance sheet doesn't change when the Fed raises or lowers rates. Grok could even tell you this. https://twitter.com/i/web/status/2018748189592216044 https://twitter.com/i/web/status/2018748189592216044"
X Link 2026-02-03T18:07Z 116.9K followers, [---] engagements
"That has more to do tho with the perception of equity returns at a point in time and animal spirits than the Fed rate. When ppl are greedy there's almost no realistic rate than can stop them and when fearful same. So it's really about variations in risk appetite/animal spirits than what the Fed does. See my pinned tweet: https://x.com/mark_dow/status/1443939051644411909s=20 https://x.com/mark_dow/status/1443939051644411909s=20"
X Link 2026-02-03T18:20Z 116.9K followers, [---] engagements
"TFW you cover your #bitcoin short too early"
X Link 2026-02-03T19:50Z 116.7K followers, [----] engagements
"Here's my recommendation: Ignore the cranks and tourist monpol types and listen to Claudia. I can count on one hand the ppl who have her combination of direct experience and intellectual honesty. She's a gem. @McClellanOsc Using the 2-Year Treasury to set the federal funds rate is neither workable nor desirable as a mechanical rule. Here are a few concerns: Circularity. The 2-year embeds expectations about what the Fed will do. If the Fed ties its policy rate mechanically to it this creates @McClellanOsc Using the 2-Year Treasury to set the federal funds rate is neither workable nor desirable"
X Link 2026-02-03T20:44Z 116.8K followers, 33.1K engagements
"Trading silver futures be like. Finding duration relative value opportunities https://t.co/xKHIf4FJMG Finding duration relative value opportunities https://t.co/xKHIf4FJMG"
X Link 2026-02-03T20:47Z 116.7K followers, [----] engagements
"@Wije73381133 @firstadopter Yeah he doesn't get that. Most ppl who haven't been hard core risk takers don't tbf. There are many PMs who aren't good analysts and many analyst who wouldn't be good PMs"
X Link 2026-02-03T21:37Z 116.7K followers, [--] engagements
"Ok. I guess I need to get out ahead of the news. As some of you must have seen I'm in the Epstein files. Like a lot. But I never went to the island or the ranch. I swear"
X Link 2026-02-03T22:46Z 116.7K followers, [----] engagements
"Good morning. Today is going to be a great day. Lets get after it relentlessly"
X Link 2026-02-04T13:51Z 116.7K followers, [----] engagements
"Brazen corruption on corruption on corruption of taxpayer money and national security and no one says shit. The media and Congress spent 10x more time discussing Hunter Biden's hog. JFC. GRIFFIN: . This administration has definitely made mis-steps in choosing decisions or courses that have been very very enriching to the families of those in the administration. @FT https://t.co/VkijTLvzaL GRIFFIN: . This administration has definitely made mis-steps in choosing decisions or courses that have been very very enriching to the families of those in the administration. @FT https://t.co/VkijTLvzaL"
X Link 2026-02-04T15:44Z 116.7K followers, 17.5K engagements
"Ha. We all would like a smaller balance sheet. That's one thing everyone I think can agree on. Q as you know as well as anyone is how to tweak the reg framework to get there w/o compromising financial stability or liquidity elasticity--especially with the TGA injecting so much volatility into the calcs. My problem is what if you commit publicly to a target and after say [--] trillion in purchases you haven't even moved the needle I mean that's low key kinda what we saw 2010-2017. https://twitter.com/i/web/status/2019083649036218385 https://twitter.com/i/web/status/2019083649036218385"
X Link 2026-02-04T16:20Z 116.7K followers, [---] engagements
"I think shrinking the balance sheet could be done with reg reforms and tweaks but nothing massive. Not a huge buyer of the Say's Law of reserves theory (I forget exactly how you phrase it) so I think the part that is preference not required can be improved. But retaining enough monetary elasticity given the size of the dollar based global financial system and potential TGA swings is going to limit the scope I fear for the kind of balance sheet reduction many are fantasizing about. https://twitter.com/i/web/status/2019089497359851888 https://twitter.com/i/web/status/2019089497359851888"
X Link 2026-02-04T16:43Z 116.7K followers, [---] engagements
"A market that detonates one pocket of froth after another in rotating fashion is a pretty healthy way to take care of excess spec tbh"
X Link 2026-02-04T18:15Z 116.7K followers, 21.1K engagements
"1 b i t c o i n = [--] b i t c o i n"
X Link 2026-02-04T18:38Z 116.8K followers, 30.6K engagements
"Remember when the bitcoiners were telling us that bitcoin would eliminate wars and usher in global peace Die hard bitcoiners are basically goldbugs with a lobotomy"
X Link 2026-02-04T22:55Z 116.8K followers, 36.5K engagements
"@bengodfrey @carlquintanilla Don't need luck. Reality is on my side"
X Link 2026-02-04T23:12Z 116.7K followers, [----] engagements
"@LowBeta Bc it's a scam based on "flawed" and often conspiratorial beliefs about monetary policy. Plus after [--] years none of the promissed use cases have materialized and crypto is a cesspool for scamming the uninformed"
X Link 2026-02-04T23:24Z 116.8K followers, [----] engagements
"@K_U_F_S I promise you I've made more money than you have trading bitcoin. @BehavioralMacro"
X Link 2026-02-04T23:25Z 116.7K followers, [---] engagements
"Gold bugs have been right for the wrong reason. None of their monetary and fiscal fantasies have materialized. They gpot lucky bc the world doesn't trust Trump and a desperate to diversify despite the paucity of options. If you're a gold bug or a Trumper I'm happy to explain what "paucity" means"
X Link 2026-02-04T23:28Z 116.8K followers, [----] engagements
"@yelowt5 @LowBeta cope harder"
X Link 2026-02-04T23:31Z 116.7K followers, [----] engagements
""I'm extremely confident in the future of this asset. That's why I'm selling it now" 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and explore new areas of technology. 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and"
X Link 2026-02-04T23:35Z 116.9K followers, 12.1K engagements
"@yelowt5 @LowBeta McDonald's is hiring--if you qualify"
X Link 2026-02-04T23:36Z 116.7K followers, [----] engagements
"Thank you. But seriously I've heard it all by now. It's been [--] years. None of the promises of utility have materialized. None of it makes sense in the real world. If somehow someone comes up with a killer app that compels adoption let me know. But [--] yrs in I doubt it. So do the constant sellers. https://twitter.com/i/web/status/2019194111157579873 https://twitter.com/i/web/status/2019194111157579873"
X Link 2026-02-04T23:39Z 116.7K followers, 14.8K engagements
"@yelowt5 @LowBeta I'm sorry for your losses"
X Link 2026-02-04T23:46Z 116.8K followers, [----] engagements
"Non mi tiro indietro"
X Link 2026-02-05T00:24Z 116.7K followers, [----] engagements
"Concur with @michaeljburry . Our BTC price target is [---]. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge rather it's just a speculative instrument correlated to the Nasdaq. It's not gaining any traction as medium of Concur with @michaeljburry . Our BTC price target is [---]. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge rather it's just a speculative instrument correlated to the Nasdaq. It's not gaining any traction as medium of"
X Link 2026-02-05T00:33Z 116.7K followers, 17.2K engagements
"Even Gronk know bitcoin not real money"
X Link 2026-02-05T00:38Z 116.7K followers, [----] engagements
"@willamtheblind Sounds like the bottom is you"
X Link 2026-02-05T00:39Z 116.7K followers, [----] engagements
"@zurich_gnome @kkmaway Correct"
X Link 2026-02-05T00:44Z 116.7K followers, [----] engagements
"I came I sawed I conquered BREAKING: The Crown Prince of Saudi Arabia Mohammed bin Salman pictured with Jeffrey Epstein in Riyadh. The image was released in the latest batch of the Epstein Files reportedly taken in [----]. By this time Epstein had already been convicted of soliciting child https://t.co/ewdGWj0JGY BREAKING: The Crown Prince of Saudi Arabia Mohammed bin Salman pictured with Jeffrey Epstein in Riyadh. The image was released in the latest batch of the Epstein Files reportedly taken in [----]. By this time Epstein had already been convicted of soliciting child https://t.co/ewdGWj0JGY"
X Link 2026-02-05T00:57Z 116.7K followers, 20.4K engagements
"@rugvectors Sign up for @BehavioralMacro. Thank me later"
X Link 2026-02-05T01:08Z 116.7K followers, [---] engagements
""It was entirely predictable" Also @DouthatNYT to justify to himself supporting Trump: "Trump in office will be a second-term lame duck" I want to tell you a secret. One that most conservatives on the internet dont want you to know. A year into his second presidency Donald Trump has lost the country. @RossDouthatNYT https://t.co/Us2B4ggYRf I want to tell you a secret. One that most conservatives on the internet dont want you to know. A year into his second presidency Donald Trump has lost the country. @RossDouthatNYT https://t.co/Us2B4ggYRf"
X Link 2026-02-05T02:29Z 116.8K followers, 10.1K engagements
"@infraa_ Cry harder"
X Link 2026-02-05T03:39Z 116.8K followers, [----] engagements
"1 b i t c o i n = [--] b [--] b i t c o i n = [--] b"
X Link 2026-02-05T13:48Z 116.8K followers, [----] engagements
"@Deuxlayes If you want fraudsters to profit at the expense of the financially credulous fine. Hell we elected a fraudster--twice--so I guess I shouldn't be surprised if ppl want that"
X Link 2026-02-05T14:15Z 116.8K followers, [---] engagements
"@hedgefundinvest 💪"
X Link 2026-02-05T14:34Z 116.8K followers, [---] engagements
"That smug fucker is making me root for Elizabeth Warren. I hate him for that if nothing else"
X Link 2026-02-05T15:28Z 116.8K followers, 21.2K engagements
"Idk what the level is but as long as Bitcoin's core properties are what they are people who can think from 1st principles and take a fundamentals-based view show up at some point and set the floor. Idk what the level is but as long as Bitcoin's core properties are what they are people who can think from 1st principles and take a fundamentals-based view show up at some point and set the floor"
X Link 2026-02-05T15:39Z 116.9K followers, 11.8K engagements
"@capatli Was a republican. Never been a dem. Will always be a never trumper. GFY"
X Link 2026-02-05T15:49Z 116.8K followers, [----] engagements
"Remember: At the first whiff of a market downturn (as long as not driven by fear of rate hikes) no one cares about the diversification trade and USTs rally Prediction: at the first whiff of a real slowdown all this worry about treasury supply disappears https://t.co/P7y0OrhfHb Prediction: at the first whiff of a real slowdown all this worry about treasury supply disappears https://t.co/P7y0OrhfHb"
X Link 2026-02-05T16:00Z 116.8K followers, [----] engagements
"@grok @NauticaNinja @BuckSexton @grok How much did wages increase over the same period If wages were $1 in [----] what would they be now"
X Link 2026-02-05T16:08Z 116.8K followers, [--] engagements
"I was a professional emerging market PM and HFM for many years. This is exactly the kind of analysis we had to do in Turkey Argentina Venezuela etc. Y'all thought the Fed was going to turn us into these countries. Turns out it was Trump that would. Incredible. Research analysts (this from George Pollack at Signum Global) are now having to explain basic US election laws to their clients. Literally the type of note typically see about various quasi-democratic frontier markets. https://t.co/n9eH4bRUWm Incredible. Research analysts (this from George Pollack at Signum Global) are now having to"
X Link 2026-02-05T16:14Z 116.9K followers, 59.4K engagements
"Donald Dump Trump just sold $5050000 in $BTC. https://t.co/tVYmeUNBcg Trump just sold $5050000 in $BTC. https://t.co/tVYmeUNBcg"
X Link 2026-02-05T16:25Z 116.8K followers, 26.1K engagements
"@sunchartist Ha. So would the downside target on the break measure to about 38k"
X Link 2026-02-05T16:47Z 116.8K followers, [---] engagements
"If bitcoin hits 42k every single holder of a bitcoin ETF would be underwater. Every single one. Hard core technicians measure the downside from the break (where the asset price crosses thru the red neckline) by measuring the distance from the peak of the "head" to the break. In this case the peak is 126k and the break is around 80K. 126-80=46 and 80-46=34k. So the "downside objective" technically would be roughly 34k. I think the kids call this a head-and-shoulders top. Right shoulder even lower than the left. Textbook. #bitcoin https://t.co/YFM0zZnFBr I think the kids call this a"
X Link 2026-02-05T16:56Z 116.8K followers, 83.6K engagements
"@ScottAWolfe Imagine how depraved you have to be to pump false narratives and endlessly morphing "investment theses" to financial rubes to get your bag. If you actually believe this stuff then you're merely a sucker and you have my sympathies"
X Link 2026-02-05T17:00Z 116.8K followers, [----] engagements
"@Noirfatalegem As long as you manage your risk well you can try anything"
X Link 2026-02-05T17:10Z 116.8K followers, [----] engagements
"@TradeWRichard I feel sorry for the ppl who get conned. For sure. Not so much the pumpers and perpetrators. Unfortunately there are suckers left holding the bag in all financial fraud by definition"
X Link 2026-02-05T17:38Z 116.8K followers, [---] engagements
"Very well argued. [--] REASONS WHY THIS IS THE WORST CRYPTO WINTER EVER In today's newsletter I wrote about how there are just numerous dynamics all happening at once -- from Epstein to quantum to AI to the death of crypto twitter -- clobbering the coins https://t.co/3jQQR7jk6O [--] REASONS WHY THIS IS THE WORST CRYPTO WINTER EVER In today's newsletter I wrote about how there are just numerous dynamics all happening at once -- from Epstein to quantum to AI to the death of crypto twitter -- clobbering the coins https://t.co/3jQQR7jk6O"
X Link 2026-02-05T17:55Z 116.8K followers, 34.4K engagements
"@RonaldoVamo I have owned it. In fact last year it was the third largest contributor to my PNL. Its all there over on @BehavioralMacro"
X Link 2026-02-05T18:29Z 116.8K followers, [----] engagements
"Dude started pitching it in satellite radio ads at 120k. Cardone Capital adds more BTC at $67000. We are cash flow positive on our real estate and expect to hold both the Real Estate and BTC for long periods of time. We have NO DEBT on the BTC and [--] year fixed debt on the real estate. Cardone Capital adds more BTC at $67000. We are cash flow positive on our real estate and expect to hold both the Real Estate and BTC for long periods of time. We have NO DEBT on the BTC and [--] year fixed debt on the real estate"
X Link 2026-02-05T19:01Z 116.8K followers, 17.5K engagements
"@JamieHuddlest12 @capatli Well put. No lies detected"
X Link 2026-02-05T19:15Z 116.8K followers, [--] engagements
"@AndreasSteno Read Joe Weisenthals newsletter today. He posted it here. Extremely compelling. Its gonna make a lot of true believers very uncomfortable"
X Link 2026-02-05T20:05Z 116.8K followers, [----] engagements
"The 2x leveraged MSTR ETF is down 97% https://t.co/M8GSEoareK The 2x leveraged MSTR ETF is down 97% https://t.co/M8GSEoareK"
X Link 2026-02-05T21:06Z 116.8K followers, [----] engagements
""After spending many years in Wall Street and after making and losing millions of dollars I want to tell you this: It never was my thinking that made the big money for me. It always was my grifting. Anthony Pompliano Reminiscences of a Grift Operator"
X Link 2026-02-05T22:53Z 116.7K followers, [----] engagements
"Pardon me BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1 BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1"
X Link 2026-02-06T03:32Z 116.8K followers, 11.2K engagements
"Carrying on the family tradition. If you invested $100000 into ETH when Eric Trump told you to buy you would now have $1245 https://t.co/6rr7NkqWEA If you invested $100000 into ETH when Eric Trump told you to buy you would now have $1245 https://t.co/6rr7NkqWEA"
X Link 2026-02-06T14:37Z 116.9K followers, 23.9K engagements
"@Tjernlund Doesn't change the point tho"
X Link 2026-02-06T14:48Z 116.8K followers, [---] engagements
"@KeyserSozeThree @Tjernlund It's all grift. Only the magnitude and grift vehicle changes from case to case. No different from selling Trump gold watches and Trump gold phones that never arrive or aren't the product promised"
X Link 2026-02-06T15:13Z 116.9K followers, [---] engagements
"@votetimscott This you"
X Link 2026-02-06T15:45Z 116.9K followers, [----] engagements
"AYNTK. 👇 The "belief" in bitcoin is gone. Too many unfulfilled promisses of functionality. It's just gambling now. And there are too many other venues for that now on your phone and in your face for bitcoin to hold their interest. But it is kinda comical bitcoin space went from 'we don't need no stinkin' gubment' to 'pls bail me out Mr Trump and Mr Fed.' @qthomp Its always something that bothered me. The average bitcoin holder who should be the biggest believer in responsible monetary policy ends up becoming the biggest cheerleader for degenerate money printing A tale of incentives @qthomp"
X Link 2026-02-06T16:01Z 116.8K followers, [----] engagements
".@OldTakesExposed Trump in office will be a second-term lame duck who never wanted to run a WH; whatever de facto powers Pence enjoyed even a semi-competent second term VP will be able to accrue many more. Trump in office will be a second-term lame duck who never wanted to run a WH; whatever de facto powers Pence enjoyed even a semi-competent second term VP will be able to accrue many more"
X Link 2026-02-06T16:02Z 116.9K followers, [----] engagements
"This won't crash the economy but it will be a drag on growth as far as the eye can see. Can't be fixed simply by Trump leaving now that the rest of the world knows the US can elect someone like him. The damage has been done and isn't over. Property rights rule of law sanctity of contract all these elements of the 'enabling environment' robust capitalism requires have been damaged. Trading partners now trust us less global investors trust us less and the high quality human capital we've always been able to attract almost effortlessly trusts us less. The private sector is choosing not to invest"
X Link 2026-02-06T16:14Z 116.9K followers, 80K engagements
"@TotemMacro They aren't. Any deficit creates private sector assets (and pub sector liabilities). Only an increase in the deficit imparts a positive GDP impulse. Two different things"
X Link 2026-02-06T16:21Z 116.8K followers, [---] engagements
"Weekend. Handsome Max is pushing [--] and starting to wobble a little but his happy place is still at the beach and in the water. 100% retriever"
X Link 2026-02-06T17:25Z 116.8K followers, [----] engagements
"Now we get to hear about how presidential it is to take down a race baiting tweet"
X Link 2026-02-06T17:28Z 116.8K followers, 10.3K engagements
"They found the White House staffer who sent out the racist tweet"
X Link 2026-02-06T17:40Z 116.9K followers, [----] engagements
"Phase 1: Fuck Your Feelings Phase 2: Both Sides Tho Phase 3: Show Me Grace"
X Link 2026-02-07T14:24Z 116.8K followers, [----] engagements
"Doesn't matter if the grift is [--] [--] or [--] percent. It's grift. But the serious embarrassment is [--] baby mamas cheated on every wife hes had impeached twice 34-count convicted felon liable for sexual abuse fraudulent charity & university exposed in the Epstein files and is the grifter-in-chief. https://twitter.com/i/web/status/2020156411297325509 https://twitter.com/i/web/status/2020156411297325509"
X Link 2026-02-07T15:23Z 116.9K followers, [--] engagements
"https://x.com/mark_dow/status/1013471564354838529s=20 Its not rocket science. No one legit would lend to Trump after his bankruptcies. Russian oligarchs needed to launder money. Trumps kids talked publicly about how much Russian funding they were getting. Trump pulls punches on all things Russian. Time line fits perfectly. https://t.co/s7QPDTjhiP https://x.com/mark_dow/status/1013471564354838529s=20 Its not rocket science. No one legit would lend to Trump after his bankruptcies. Russian oligarchs needed to launder money. Trumps kids talked publicly about how much Russian funding they were"
X Link 2026-02-07T16:13Z 116.9K followers, 12.7K engagements
"@zurich_gnome It's not theory. It's well documented. Even the Trump kids told us at the time--they just called it "financing" not money laundering"
X Link 2026-02-07T16:28Z 116.9K followers, [----] engagements
"We don't know what their goals were--immediate or long term. And we don't know what domestic and international constraints Russia might have been facing. But we know Trump laundered money for Russian oligarchs and we know Russia worked with Trump campaign to get him elected. The timing of invading Ukraine doesn't change any of that. https://twitter.com/i/web/status/2020176266918523276 https://twitter.com/i/web/status/2020176266918523276"
X Link 2026-02-07T16:42Z 116.9K followers, [---] engagements
"You know whos not in the Epstein files Anybody from the Biden administration BREAKING: Netanyahu tries to remove all his emails sent to Epstein. His pic is blurred and his name is mentioned [----] times in Epstein's file. https://t.co/qO9uO2nU7F BREAKING: Netanyahu tries to remove all his emails sent to Epstein. His pic is blurred and his name is mentioned [----] times in Epstein's file. https://t.co/qO9uO2nU7F"
X Link 2026-02-07T19:26Z 116.9K followers, 27.8K engagements
"When people say but both sides need to tone it down theyre telling you who they are. Last night Trump posted a video to his social media platform that contained a racist clip showing Barack and Michelle Obama as monkeys. It's still up: https://t.co/LZgAWS7BP7 Last night Trump posted a video to his social media platform that contained a racist clip showing Barack and Michelle Obama as monkeys. It's still up: https://t.co/LZgAWS7BP7"
X Link 2026-02-08T13:44Z 116.9K followers, 13.5K engagements
"Because its the same guy who did Idiocracy. How was the show Silicon Valley so ahead of its time https://t.co/pXxbQotixl How was the show Silicon Valley so ahead of its time https://t.co/pXxbQotixl"
X Link 2026-02-08T13:49Z 116.9K followers, 14.1K engagements
"Lost interest in the Super Bowl long ago. These days it's all about celebrity gossip interminable half time shows and oceans of ads that are better seen on social media the next day anyway. Liked it more when it was about football. /end rant"
X Link 2026-02-09T13:57Z 116.9K followers, [----] engagements
"@MyDogMonkey TBF at that point Greenspan (and many others) were afraid the financial system would run out of treasury bonds which would be bad for the conduct of monetary collateral-based lending and deprive the bond market of a benchmark yields"
X Link 2026-02-09T14:18Z 116.9K followers, [---] engagements
"Software and unprofitable tech bouncing hard. $IGV Bitcoin.is not"
X Link 2026-02-09T16:32Z 116.9K followers, 13.3K engagements
"Update: a lot bigger now but happy goofy Baloo is still 100% water dog. Baloo had his first day swimming at the beach today. He is now a water dog. https://t.co/0VNDT8Axux Baloo had his first day swimming at the beach today. He is now a water dog. https://t.co/0VNDT8Axux"
X Link 2026-02-10T00:53Z 116.9K followers, [----] engagements
"Market update:"
X Link 2026-02-03T20:36Z 117K followers, [----] engagements
"Some of you with sharper pencils have pointed out that for GDP growth purposes it's the change in the deficit not the absolute size that matters. This is of course correct. But the point here is that deficits create private sector wealth. And huge deficits create huge wealth. This strengthens corporate earnings and private sector balance sheets. This makes entering into a recession much much more difficult--even if the fiscal impulse relative to last year from the GDP perspective is not very large. This is it here. With big fiscal and capex you really can't have a recession without a massive"
X Link 2026-02-06T14:47Z 117K followers, 20.2K engagements
"Bullshit. And we all know this bc we saw Warsh's multiple flip flops in real time. It's really sad to see how full toady Joseph Wang has gone. From lying insinuations about the Fed being politicized to now defending the guy who actually wants to politicize it. Wang was once someone whose analysis you could trust on certain monpol issues. Now his credibility is shot. And for what Kevin Warsh has been remarkably consistent: hawkish on inflation before the GFC hawkish after the GFC and hawkish through a decade where inflation stubbornly undershot targets He may be promising rate cuts but he also"
X Link 2026-02-07T17:25Z 117K followers, 29K engagements
"What. https://t.co/mNTjspuh7w What. https://t.co/mNTjspuh7w"
X Link 2026-02-10T13:44Z 117K followers, [----] engagements
"*I forgot the episode with Roberto Perli which was excellent. https://podcasts.apple.com/us/podcast/macro-musings-with-david-beckworth/id1099277290i=1000656100348 https://podcasts.apple.com/us/podcast/macro-musings-with-david-beckworth/id1099277290i=1000656100348"
X Link 2026-02-10T18:29Z 117.1K followers, [----] engagements
"RT @mark_dow: In January [----] Loeffler attended a closed-door classified briefing for senators about the emerging coronavirus outbreak. D"
X Link 2026-02-12T13:31Z 117K followers, [--] engagements
"RT @ModeledBehavior: AI is playing out in the real world like crypto zealots thought crypto would. Meanwhile the US save haven status is we"
X Link 2026-02-12T17:33Z 117K followers, [--] engagements
"Imagine how the world would be different if Jeff Bezos had gotten laid in high school. who could have known allowing people like this to control the news would be a bad idea really starting to think the whole capitalism thing is pretty sus. https://t.co/DmaO0iFepZ who could have known allowing people like this to control the news would be a bad idea really starting to think the whole capitalism thing is pretty sus. https://t.co/DmaO0iFepZ"
X Link 2026-02-04T23:55Z 117.1K followers, 22.1K engagements
"Since this tweet is going viral I thought I would post the pup doing a retrieve chased by a French bulldog with training wheels. Youre welcome"
X Link 2026-02-12T18:08Z 117.1K followers, 24.3K engagements
"👀 We dont get everything right on @BehavioralMacro but our timing tends to be pretty good and our risk management protects us when it isnt. And we dont let politics or innate dislike of certain assets affect the way we trade. https://t.co/Ferp85S1nH We dont get everything right on @BehavioralMacro but our timing tends to be pretty good and our risk management protects us when it isnt. And we dont let politics or innate dislike of certain assets affect the way we trade. https://t.co/Ferp85S1nH"
X Link 2026-02-12T19:06Z 117.1K followers, [----] engagements
"Hilariously savage econ joke. Wait for it"
X Link 2021-11-11T15:44Z 117.1K followers, [----] engagements
"BREAKING: US government is advising its citizens to get out of tech stocks"
X Link 2022-02-11T20:53Z 117.1K followers, [----] engagements
"@paulg @naoyak Pretty tough to put on the same level crypto and taxation policy and banana republic authoritarianism. People who are not stupid nor evil can disagree on the former but not on the latter"
X Link 2026-01-07T11:57Z 117.1K followers, [----] engagements
"@JamesSurowiecki We don't tho. Banks don't lend out deposits. Banks create them thru lending. Endogenous money growth. Look it up"
X Link 2026-01-21T17:43Z 117.1K followers, [----] engagements
"The Golden Age of Grift Taken [--] hours ago. Saylor was with the Trump fam. Maybe a certain announcement coming soon 👀 https://t.co/F5Cf1yMjLE Taken [--] hours ago. Saylor was with the Trump fam. Maybe a certain announcement coming soon 👀 https://t.co/F5Cf1yMjLE"
X Link 2026-02-07T18:17Z 117.1K followers, 28.8K engagements
"A family friend only got his work visa renewed once he submitted to the Trump administrations request to unlock his Instagram account. Now its official. To enter the United States with an ESTA travellers must hand over all their social media from the last five years. Not a rumour. An official rule. This matters even more as the US prepares to host the next Football World Cup welcoming athletes supporters and https://t.co/JwfUbp42Tk Now its official. To enter the United States with an ESTA travellers must hand over all their social media from the last five years. Not a rumour. An official"
X Link 2026-02-09T23:04Z 117.1K followers, 12.2K engagements
"Equities: Green Gold: Green Silver: Green Bitcoin: -3%"
X Link 2026-02-11T12:37Z 117.1K followers, [----] engagements
"@johnrfite It's been 15yrs of moving goalposts. Still no killer app to drive mass adoption. The dream is over"
X Link 2026-02-11T15:09Z 117.1K followers, [--] engagements
""Speaking of wrong let's welcome Joe Lavorgna to the show""
X Link 2026-02-11T15:12Z 117.1K followers, [----] engagements
"RT @heart_: gm"
X Link 2026-02-12T14:39Z 117.1K followers, [---] engagements
"@grok @TitoA732970 What did Dow say about bitcoin in April 2019"
X Link 2026-02-12T16:33Z 117.1K followers, [---] engagements
"Bitcoin is really now just a nepo grift vehicle for politicians. BREAKING: Cantor nears $3 Billion crypto venture with Softbank Tether and Bitfinex Brandon Lutnick son of US commerce secretary Howard Lutnick runs the vehicle Cantor Equity Partners which will soon become [--] Capital https://t.co/HOBApuqlPh BREAKING: Cantor nears $3 Billion crypto venture with Softbank Tether and Bitfinex Brandon Lutnick son of US commerce secretary Howard Lutnick runs the vehicle Cantor Equity Partners which will soon become [--] Capital https://t.co/HOBApuqlPh"
X Link 2025-05-01T13:47Z 117.1K followers, 15.9K engagements
"I think the kids call this a head-and-shoulders top. Right shoulder even lower than the left. Textbook. #bitcoin"
X Link 2026-02-05T15:14Z 117.1K followers, 110.5K engagements
"I was suspended for [--] hrs for tweeting the current location of Elon's share price. $TSLA"
X Link 2022-12-16T13:52Z 117.1K followers, 65.7K engagements
"Harris rn killing a baby in his 78th year"
X Link 2024-09-11T01:23Z 117.1K followers, 6.3M engagements
"The TL;DR of why Trump won:"
X Link 2024-11-18T15:18Z 117.1K followers, 946.2K engagements
"A couple of thoughts about Warsh. I dont think hes going to be independent and I think most of his criticism of the Fed balance sheet and policy framework when he was campaigning for the job was because he knew he could neither contradict nor defend trumps views on the policy rate and needed to talk about something elseanything else. I dont think hes genuinely super motivated to make the changes he was recommending. He will have to do some symbolic things to make it look like his criticism was sincere but dont expect anything dramatic. Second people are suggesting hes going to shrink the"
X Link 2026-01-30T16:55Z 117.1K followers, 180K engagements
"I want bitcoin to go to zero and I want all the grifters who pumped this to rubes on the back of moronic fearmongering of monetary policy and promises of generational wealth to be fully invested as it happens. Thank you for your attention to this matter"
X Link 2026-02-04T22:47Z 117.1K followers, 150.5K engagements
"Anyone in international finance in New York in the 2000s knew the Russians were laundering their oil windfall money thru Trump. Both Eric and Don Jr even said so publicly. This is the foundation of why Trump is pro-Russia. That Russia in [----] coordinating with the Trump campaign did everything it could to get Trump elected just reinforced the relationship. Now the Ukrainian people are paying for it. Jeffrey Epstein explained how Donald Trump was a front for Russian money laundering: https://t.co/g9zBte7gtn Jeffrey Epstein explained how Donald Trump was a front for Russian money laundering:"
X Link 2026-02-07T14:17Z 117.1K followers, 296.3K engagements
"Pouring one out for those who actually thought Trump was going to reduce the deficit. #RIP"
X Link 2026-02-11T15:52Z 117.1K followers, 10.4K engagements
"Con-tinuing the family tradition Sons of top Trump administration officials made billions for their families in crypto ventures but their investors didnt always fare so well. https://t.co/R619hNHNam https://t.co/fg1k9S7UdA Sons of top Trump administration officials made billions for their families in crypto ventures but their investors didnt always fare so well. https://t.co/R619hNHNam https://t.co/fg1k9S7UdA"
X Link 2026-02-12T03:22Z 117.1K followers, [----] engagements
"Bondi needs to keep my name out her mouth Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK"
X Link 2026-02-12T13:57Z 117.1K followers, [----] engagements
"@TomDreisbach @grok how many ppl who were pardoned for Jan 6th have been re-arrested And how many for child abuse"
X Link 2026-02-13T14:35Z 117.1K followers, 11.7K engagements
"🧑🚀🔫 GOP voters are becoming poorer and significantly less educated. Democratic voters are becoming the opposite. https://t.co/42GhyNRHbm GOP voters are becoming poorer and significantly less educated. Democratic voters are becoming the opposite. https://t.co/42GhyNRHbm"
X Link 2026-02-13T15:41Z 117.1K followers, [----] engagements
"There were three conclusions from the post election surveys: 1) More ppl are getting their news from social media. 2) Ppl who get their news from social media answer basic factual questions worse than those who get their news from legacy media 3) Ppl who answer basic factual questions worse voted overwhelmingly for Trump It's not rocket science. GOP voters are becoming poorer and significantly less educated. Democratic voters are becoming the opposite. https://t.co/42GhyNRHbm GOP voters are becoming poorer and significantly less educated. Democratic voters are becoming the opposite."
X Link 2026-02-13T16:03Z 117.1K followers, 83.1K engagements
"BREAKING: $PLTR down sharply on reports they're having difficulty sourcing twink blood and antichrist paraphernalia for Thiel"
X Link 2026-02-04T15:11Z 117.1K followers, 26.6K engagements
"Not a fair comparison. The Dow was only [-----] dollars then. Throwback to Pam Bondis campaign ad for Florida AG Ill fight to put human trafficking monsters where they belong. Behind bars. The ad aged. The internet remembers. https://t.co/EKIcedCeir Throwback to Pam Bondis campaign ad for Florida AG Ill fight to put human trafficking monsters where they belong. Behind bars. The ad aged. The internet remembers. https://t.co/EKIcedCeir"
X Link 2026-02-12T15:52Z 117.1K followers, 409.1K engagements
"Bad news for pedophiles : The Dow is now under 50k"
X Link 2026-02-12T16:14Z 117.1K followers, 1.1M engagements
"We dont get everything right on @BehavioralMacro but our timing tends to be pretty good and our risk management protects us when it isnt. And we dont let politics or innate dislike of certain assets affect the way we trade"
X Link 2026-02-12T16:28Z 117.1K followers, 14.2K engagements
"There were no election deniers in [----]. There were people who argued with ample evidence that Russia through social media propaganda hacked email releases etc influenced to some degree the election to help Trump but no one was denying that the elections themselves were fair the way Trump and right wing media did in [----] and still do"
X Link 2026-02-13T20:39Z 117.1K followers, [----] engagements
"We don't need no stinkin' vaccines The FDA completely refused to review Modernas influenza vaccine -- in a letter signed personally by Vinay Prasad. (That's unusual -- it would usually come from a lower-level official.) The quotes here are. quite a thing. Vinay Prasad: "Your control arm does not reflect the The FDA completely refused to review Modernas influenza vaccine -- in a letter signed personally by Vinay Prasad. (That's unusual -- it would usually come from a lower-level official.) The quotes here are. quite a thing. Vinay Prasad: "Your control arm does not reflect the"
X Link 2026-02-11T12:44Z 117.1K followers, [----] engagements
"@RJames_22 Cope harder Cletus"
X Link 2026-02-13T16:13Z 117.1K followers, [---] engagements
"What if bitcoin has finally run out of greater fools"
X Link 2025-11-24T14:42Z 117.1K followers, 78.3K engagements
"Never forget I joined @cvpayne yesterday from the floor of Bitcoin Investor Week to discuss bitcoin inflation deflation and the strength of the US economy. https://t.co/eTYeeCfGul I joined @cvpayne yesterday from the floor of Bitcoin Investor Week to discuss bitcoin inflation deflation and the strength of the US economy. https://t.co/eTYeeCfGul"
X Link 2026-02-12T15:43Z 117.1K followers, [----] engagements
"@kt_valueguy Seems more like you're butthurt from association. 0.002% of degrees awarded or whatever but yeah. There a reason ppl who voted Trump fare less well when asked basic factual questions"
X Link 2026-02-13T16:38Z 117.1K followers, [---] engagements
"This is it here. With big fiscal and capex you really can't have a recession without a massive exogenous shock. Even better if private sector balance sheets in the aggregate are in great shape. Also with fisc and capex driving the bus it doesn't really matter what the policy rate at the Fed is either (within reason). I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1). I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1)"
X Link 2026-02-06T03:49Z 117.1K followers, 81.4K engagements
"The moment I became sure Michael Saylor was a loon or a conman was when he went on OddLots and explained his understanding of the macro forces that would underpin the inevitable broad based adoption of #bitcoin Every bit as revealing to me as the SBF OddLots episode (feat @matt_levine) that set in motion (IMHO) SBF's demise"
X Link 2026-02-10T13:15Z 117.1K followers, 17.2K engagements
"Finally some straight talk. Warsh's criticism of the Fed balance sheet was cosmetic "campaign" rhetoric. Everyone would like a smaller Fed balance sheet but ppl who understand the issue know that reality gets in the way. Reducing regulatory liquidity requirements to reduce the Fed balance sheet in way that doesn't increase risks to financial stability or compromise Fed Funds elasticity (think TGA) leaves them somewhat limited scope. It's a nuanced and complex issue area but for those of you who want to bone up on it I would recommend listening to @Macro_Musings episodes with Bill Nelson and"
X Link 2026-02-10T17:58Z 117.1K followers, 29.6K engagements
"@AutismCapital Trumps spent a lifetime leaving a trail of exactly this type of grift and half of America was either too dumb to figure it out or too craven to call it out. Including you. And you didn't wake up to it until he hurt your market for beanie babies"
X Link 2026-02-11T12:58Z 117.1K followers, 10.7K engagements
"*CBO SEES [----] DEFICIT-GDP RATIO OF 5.8% VS 5.5% BEFORE TRUMP "And then I told them.get this.I told them I was going to REDUCE the deficit" https://t.co/jNa00mUatN "And then I told them.get this.I told them I was going to REDUCE the deficit" https://t.co/jNa00mUatN"
X Link 2026-02-11T15:44Z 117.1K followers, [----] engagements
"In January [----] Loeffler attended a closed-door classified briefing for senators about the emerging coronavirus outbreak. Disclosures later showed she and her husband began selling stocks immediately even as to the public she was downplaying the risks of an epidemic level outbreak. They finished selling before the stock market crashed in February. This is also called insider trading. NEW: SBA Administrator Kelly Loeffler invested $3 million in the AI startup Groq just weeks before it struck a $20 billion deal with Nvidia. https://t.co/zXy6tNAKaY NEW: SBA Administrator Kelly Loeffler invested"
X Link 2026-02-12T01:21Z 117.1K followers, 29.1K engagements
""I give you the upside you have no downside and I pay you a dividend while you wait to get rich" -- also Bernie Madoff If you don't have the instinct to run as fast as you can away from any financial promoter saying stuff like this you should not be managing anyone's money--not even your own. #bitcoin "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich" https://t.co/AfE6XmXCVt "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich" https://t.co/AfE6XmXCVt"
X Link 2026-02-12T13:31Z 117.1K followers, 83.8K engagements
"Name checked by Bondi mentioned [----] times in the Epstein files; it's been a big week"
X Link 2026-02-12T14:36Z 117.1K followers, [----] engagements
"I love that DJ Sol also has a handicap of [--] and is playing in the Pebble Beach pro-am. Hard out here for a pimp"
X Link 2026-02-12T15:26Z 117.1K followers, [----] engagements
"$PLTR on @BehavioralMacro"
X Link 2026-02-12T15:32Z 117.1K followers, 11.8K engagements
"Never forget: Starting to question the conviction & credibility of Bitcoin experts who havent bought since it was $300 Starting to question the conviction & credibility of Bitcoin experts who havent bought since it was $300"
X Link 2026-02-12T15:45Z 117.1K followers, [----] engagements
"Also: The asadas are every bit as good as in Argentina chivitos are low key one of the world's best sandwiches and tannat their local red wine is excellent. Uruguay is the most underrated country in the Western Hemisphere. The Switzerland of South America. No tax on foreign-sourced income. 11-year tax holiday on foreign dividends and interest. After that Just 12%. Or opt for a flat 7% forever. 30+ double tax treaties including https://t.co/c6q3TR2TZa Uruguay is the most underrated country in the Western Hemisphere. The Switzerland of South America. No tax on foreign-sourced income. 11-year"
X Link 2026-02-12T16:39Z 117.1K followers, 12.3K engagements
"SBF throwing a Jail Mary here Under Biden companies were forced offshore. Under @realDonaldTrump they're welcome back in America. Insane regulation by Dems: require licenses refuse to give them out. They literally couldn't operate in America. https://t.co/oh8lCQvRgC Under President Trump that's https://t.co/GeM8kfeGhO Under Biden companies were forced offshore. Under @realDonaldTrump they're welcome back in America. Insane regulation by Dems: require licenses refuse to give them out. They literally couldn't operate in America. https://t.co/oh8lCQvRgC Under President Trump that's"
X Link 2026-02-12T17:05Z 117.1K followers, 96.3K engagements
"RT @SykesCharlie: She didnt turn around. She didnt look at them. They were right there. She could have arranged to get their contact in"
X Link 2026-02-12T17:21Z 117.1K followers, [----] engagements
""At least [--] individuals pardoned for Jan. [--] offenses have been rearrested or charged with other crimes post-pardon. At least [--] of those involve child sex crimes or abuse." @mark_dow @TomDreisbach Based on recent reports from CREW NPR and Wikipedia at least [--] individuals pardoned for Jan. [--] offenses have been rearrested or charged with other crimes post-pardon. At least [--] of those involve child sex crimes or abuse including Andrew Paul Johnson recently convicted in @mark_dow @TomDreisbach Based on recent reports from CREW NPR and Wikipedia at least [--] individuals pardoned for Jan. [--] offenses"
X Link 2026-02-13T14:44Z 117.1K followers, 56.8K engagements
"Natural gas vol exist to make silver futures vol seem semi normal Today's edition of 'hedge fund speak': "BlueCrest Capital Managements senior natural gas trader Alex Watson and several analysts have left the firm as extreme price moves in markets dented profitability people familiar with the matter said." https://t.co/MuqVrJAW4s Today's edition of 'hedge fund speak': "BlueCrest Capital Managements senior natural gas trader Alex Watson and several analysts have left the firm as extreme price moves in markets dented profitability people familiar with the matter said." https://t.co/MuqVrJAW4s"
X Link 2026-02-13T15:00Z 117.1K followers, [----] engagements
"This is America now https://t.co/nJFSyIPofd https://t.co/nJFSyIPofd"
X Link 2026-02-13T15:43Z 117.1K followers, [----] engagements
"@noruserious @TomDreisbach @grok You're in deep dude. Seek help"
X Link 2026-02-13T16:23Z 117.1K followers, [---] engagements
"@car25176 There have been tons of surveys. I know deep inside you know it's true but search for yourself. In the meantime here are a couple: https://x.com/carlquintanilla/status/1793262110547349509s=20 https://x.com/mark_dow/status/1858567088052564381s=20 HARRIS POLL: * 55% believe the economy is shrinking * 49% believe the $SPX is down for the year * 49% believe that unemployment is at a 50-year high though the unemployment rate has been . near 50-year low. @guardian @brianstelter https://t.co/x8l65NM2TM https://x.com/carlquintanilla/status/1793262110547349509s=20"
X Link 2026-02-13T17:49Z 117.1K followers, [----] engagements
"Wet dog weekend"
X Link 2026-02-13T19:42Z 117.1K followers, [----] engagements
"@TopAlliedAceWW1 @avidseries You should read what you yourself post before you post it. Hope youre enjoying the historic levels of presidential corruption"
X Link 2026-02-13T21:04Z 117.1K followers, [---] engagements
"@HereForTheHEX @avidseries https://x.com/blueatlgeorgia/status/1947830486291640548 Then-Senator Marco Rubio described Russias interference as a deliberate campaign of active measures taken by the government of Vladimir Putin to influence and to potentially manipulate American public opinion. Their goal was to sow chaos and division in our politics sowing https://t.co/M4zm0Fk7zR https://x.com/blueatlgeorgia/status/1947830486291640548 Then-Senator Marco Rubio described Russias interference as a deliberate campaign of active measures taken by the government of Vladimir Putin to influence and to"
X Link 2026-02-13T21:14Z 117.1K followers, [---] engagements
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