[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @midas79_ midas79 midas79 posts on X about $fnmap, $fnmas, $fnmao, $fmccm the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1172545701571682304/interactions)  - X Week XXXXX +32% - X Month XXXXXX +12% - X Months XXXXXX +37% - X Year XXXXXX +284% ### Mentions: XX [#](/creator/twitter::1172545701571682304/posts_active)  ### Followers: XXX [#](/creator/twitter::1172545701571682304/followers)  - X Week XXX +1.70% - X Month XXX +3.70% - X Months XXX +18% - X Year XXX +27% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1172545701571682304/influencer_rank)  ### Social Influence [#](/creator/twitter::1172545701571682304/influence) --- **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [ncaa football](/list/ncaa-football) [stocks](/list/stocks) **Social topic influence** [$fnmap](/topic/$fnmap), [$fnmas](/topic/$fnmas), [$fnmao](/topic/$fnmao), [$fmccm](/topic/$fmccm), [$fmccl](/topic/$fmccl), [$fmcci](/topic/$fmcci), [$fmckj](/topic/$fmckj), [par](/topic/par), [$fmccj](/topic/$fmccj), [$fmccg](/topic/$fmccg) **Top assets mentioned** [Value Liquidity (VALUE)](/topic/value-liquidity) [Citigroup Inc (C)](/topic/citigroup) ### Top Social Posts [#](/creator/twitter::1172545701571682304/posts) --- Top posts by engagements in the last XX hours "@davejones406 @HoldenWalker99 @RSwearingen1980 @NathanielJonesX I do think $FNMA $FMCC have a high chance of going under $X when all is said and done but path-dependence makes shorting a bad idea. Any sort of irrational pop (like the one we've already had) could margin call me out of any short position meaningful enough to move the needle"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1945516143269024072) 2025-07-16 16:09:29 UTC XXX followers, XXX engagements "@HoldenWalker99 The risk profile is very different than it was in Trump XXX. Back then highest $FNMAS close I see was $XXXXX on 6/5/19. On that day the Freddie floaters $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN all closed $XXXXX. Now $FNMAS is $XXXXX and the floaters barely over $XX. Odd"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1945261715337228422) 2025-07-15 23:18:28 UTC XXX followers, XXX engagements "@mark_7091 Liquidity has always been correlated w/div rates mainly bc $FNMAS $FMCKJ have by far the most liquidity and high div rates too. Fannie had a premium before this divergence (that started in early June) too and $FNMAO $FNMAP have been sold off as much as the Freddie floaters"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1943384288914796970) 2025-07-10 18:58:15 UTC XXX followers, XXX engagements "@mark_7091 That's definitely one of my top buys along with other low-div series like $FMCCH $FMCKK $FNMAP $FMCCM as a bet that the spread between those and the liquid shares ( $FNMAS $FMCKJ) will decrease in the future"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1943403160300564805) 2025-07-10 20:13:14 UTC XXX followers, XXX engagements "@jbrandimore @HoldenWalker99 @AlexWil11433084 I think it's a much higher chance than in the NWS cases bc it's a totally new claim: breach of contract along with a violation of XX USC 4617(d)(2) (repudiating contracts past a "reasonable period"). By what mechanism would FHFA/UST accomplish this trampling anyway"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1945702006196220204) 2025-07-17 04:28:02 UTC XXX followers, XX engagements "902k shares of $FNMAO changed hands in blocks a little while ago representing XX% of the total issuance. That's a $16M bet by someone that it will gain a lot of value from here perhaps even all the way to $XX par (a near triple)"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1940786919841190327) 2025-07-03 14:57:14 UTC XXX followers, 1406 engagements "@jbrandimore @HoldenWalker99 @compound248 @AlexWil11433084 Div resumption is possible but not likely imo. But even w/o it JPS holders of different series could be offered different exchange rates to common depending on div rate. That's exactly what happened w/Citi & seems to be what the market is pricing in now w/recent low-div weakness"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1946387110094631340) 2025-07-19 01:50:23 UTC XXX followers, XX engagements "@compound248 @HoldenWalker99 @AlexWil11433084 @jbrandimore imo the roughly X% gap between $FNMAS and $FMCKJ is about where it should be. There's some heavy lifting to be done before Fannie is ready to call $FNMAS: I expect it to survive the 12/31/25 call date. imo $FNMAT should be lower; it's the most likely to never receive another div"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1946291294873014443) 2025-07-18 19:29:39 UTC XXX followers, XXX engagements "@agkburner @CedarReseach @BillAckman The term "collateral" also doesn't apply to the SPS because they are not a loan or a liability. One thing's for certain: the warrants are NOT collateral. They sit at the *bottom* of the equity stack which is the *worst* place to be if things were to go south"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1944583951676269044) 2025-07-14 02:25:17 UTC XXX followers, XX engagements "Blocks showing up. 625k $FNMAH 544k $FNMFN 340k $FMCKM 870k $FNMFN 832k $FMCKI 739k $FMCCK 374k $FMCCO 400k $FMCCT 328k $FMCKK 387k $FREJO 113k $FNMAP 104k $FMCKL 200k $FMCCI 230k $FMCCH 278k $FMCKO 41k $FMCCL"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1869464760154304899) 2024-12-18 19:28:26 UTC XXX followers, 2040 engagements "JPS blocks today: 831k $FNMFN $XXXXX 811k $FNMAK $XXXXX 240k $FNMAO $XXXXX 300k $FNMAP $XXXXX 350k $FNMAH $XXXXX 498k $FMCKM $XXXXX 400k $FMCCS $XXXXX Low prices on the low-div series high prices on the mid and high divs. The rotation to div rate continues"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1945906071677116915) 2025-07-17 17:58:55 UTC XXX followers, 1061 engagements "The beatings on the floating JPS continue morale has yet to improve. $50-par $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN all available under $XX with $25-par $FNMAS at $XXXXX. $FNMAP at $XXXXX is not immune either and $FNMAO isn't far behind. Cheap par out there to be had"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1943012666173263931) 2025-07-09 18:21:33 UTC XXX followers, 1322 engagements "@HoldenWalker99 @jbrandimore There is precedent for this. Citi $C prefs got offered exchange for commons but the 8+% series got XX% of par and XXX% series only got 85%. A sliding scale like that would only currently give XX% to floating rate FnF JPS (div rates around X% right now)"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1945334033988100522) 2025-07-16 04:05:50 UTC XXX followers, XXX engagements "@jbrandimore All other floating-rate JPS: $FNMAO: 2-yr CMT-0.18% $FNMAP: 2-yr CMT-0.16% $FMCCJ: 2-yr CMT+0.2% $FMCCL: 5-yr CMT $FMCCM: 2-yr CMT+0.1% $FNMFN: max(7% 10-yr CMT+2.375%) All these are calc'd every X yrs (except $FMCCL X yrs $FNMFN qtrly). All LIBOR-linked are calc'd qtrly"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1943081640420364343) 2025-07-09 22:55:38 UTC XXX followers, XX engagements "@Albie1228 If you value liquidity (ability to get out quickly) $FNMAS and $FMCKJ are definitely the way to go. JPS series like $FNMAH $FNMAP $FMCKK offer greater returns to par but are much less liquid. I'm avoiding the common especially at current prices"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1934617208275308721) 2025-06-16 14:21:00 UTC XXX followers, XXX engagements "@ConcernedCtzn24 @HoldenWalker99 @GerhardtMeyer1 Trump's DOJ defended the NWS to the hilt and Mnuchin could have refused the NWS payments during Watt's term. Mnuchin also insisted on the LP ratchet in 2019 and 2021. Those actions speak far louder than Trump's words in his letter to Rand Paul"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1945912386201776454) 2025-07-17 18:24:00 UTC XXX followers, XX engagements "@carney @JohnCarey17 @ScottCov123 @HoldenWalker99 @pulte The irony here is the blindspot shareholders like me suffered from wrt court cases is exactly the blind spot you have now: FDIC and FnF cships work completely differently from each other. NWS by a FDIC conservator would have never stood up in court"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1942661891844686115) 2025-07-08 19:07:42 UTC XXX followers, XXX engagements "$FMCCI's turn for "high" volume (for that series) sell-off. Someone has been aggressively selling and/or shorting the low-div series: $FNMAO $FNMAP $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN recently. $FMCCH $FMCCS $FMCKK too. That's a bet that div rates will matter"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1942643411892253050) 2025-07-08 17:54:16 UTC XXX followers, XXX engagements "@AlexWil11433084 @jbrandimore @HoldenWalker99 Keeping divs off also hurts UST whose common shares wouldn't be worth much w/o divs. Also makes a capital raise (if one is needed) much harder. Only 2/3 of holders (by share count) are required to drag the rest along. It's in the contracts"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1946262952442466815) 2025-07-18 17:37:02 UTC XXX followers, XX engagements "@SnowballCaptial "Best" depends on how you value liquidity div rate and par value. For liquidity: $FNMAS $FMCKJ $FNMAT For div rate: $FNMAJ $FNMFN $FNMAI $FMCCT $FMCKI (and others) For par value: $FNMAO $FNMAP $FMCCG $FMCCI $FMCCM (and others) There are XX JPS series in total"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1938592852516168088) 2025-06-27 13:38:48 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@midas79_ midas79
midas79 posts on X about $fnmap, $fnmas, $fnmao, $fmccm the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +32%
- X Month XXXXXX +12%
- X Months XXXXXX +37%
- X Year XXXXXX +284%
Mentions: XX #
Followers: XXX #
- X Week XXX +1.70%
- X Month XXX +3.70%
- X Months XXX +18%
- X Year XXX +27%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance cryptocurrencies ncaa football stocks
Social topic influence $fnmap, $fnmas, $fnmao, $fmccm, $fmccl, $fmcci, $fmckj, par, $fmccj, $fmccg
Top assets mentioned Value Liquidity (VALUE) Citigroup Inc (C)
Top Social Posts #
Top posts by engagements in the last XX hours
"@davejones406 @HoldenWalker99 @RSwearingen1980 @NathanielJonesX I do think $FNMA $FMCC have a high chance of going under $X when all is said and done but path-dependence makes shorting a bad idea. Any sort of irrational pop (like the one we've already had) could margin call me out of any short position meaningful enough to move the needle"
@midas79_ on X 2025-07-16 16:09:29 UTC XXX followers, XXX engagements
"@HoldenWalker99 The risk profile is very different than it was in Trump XXX. Back then highest $FNMAS close I see was $XXXXX on 6/5/19. On that day the Freddie floaters $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN all closed $XXXXX. Now $FNMAS is $XXXXX and the floaters barely over $XX. Odd" @midas79_ on X 2025-07-15 23:18:28 UTC XXX followers, XXX engagements
"@mark_7091 Liquidity has always been correlated w/div rates mainly bc $FNMAS $FMCKJ have by far the most liquidity and high div rates too. Fannie had a premium before this divergence (that started in early June) too and $FNMAO $FNMAP have been sold off as much as the Freddie floaters" @midas79_ on X 2025-07-10 18:58:15 UTC XXX followers, XXX engagements
"@mark_7091 That's definitely one of my top buys along with other low-div series like $FMCCH $FMCKK $FNMAP $FMCCM as a bet that the spread between those and the liquid shares ( $FNMAS $FMCKJ) will decrease in the future" @midas79_ on X 2025-07-10 20:13:14 UTC XXX followers, XXX engagements
"@jbrandimore @HoldenWalker99 @AlexWil11433084 I think it's a much higher chance than in the NWS cases bc it's a totally new claim: breach of contract along with a violation of XX USC 4617(d)(2) (repudiating contracts past a "reasonable period"). By what mechanism would FHFA/UST accomplish this trampling anyway" @midas79_ on X 2025-07-17 04:28:02 UTC XXX followers, XX engagements
"902k shares of $FNMAO changed hands in blocks a little while ago representing XX% of the total issuance. That's a $16M bet by someone that it will gain a lot of value from here perhaps even all the way to $XX par (a near triple)" @midas79_ on X 2025-07-03 14:57:14 UTC XXX followers, 1406 engagements
"@jbrandimore @HoldenWalker99 @compound248 @AlexWil11433084 Div resumption is possible but not likely imo. But even w/o it JPS holders of different series could be offered different exchange rates to common depending on div rate. That's exactly what happened w/Citi & seems to be what the market is pricing in now w/recent low-div weakness" @midas79_ on X 2025-07-19 01:50:23 UTC XXX followers, XX engagements
"@compound248 @HoldenWalker99 @AlexWil11433084 @jbrandimore imo the roughly X% gap between $FNMAS and $FMCKJ is about where it should be. There's some heavy lifting to be done before Fannie is ready to call $FNMAS: I expect it to survive the 12/31/25 call date. imo $FNMAT should be lower; it's the most likely to never receive another div" @midas79_ on X 2025-07-18 19:29:39 UTC XXX followers, XXX engagements
"@agkburner @CedarReseach @BillAckman The term "collateral" also doesn't apply to the SPS because they are not a loan or a liability. One thing's for certain: the warrants are NOT collateral. They sit at the bottom of the equity stack which is the worst place to be if things were to go south" @midas79_ on X 2025-07-14 02:25:17 UTC XXX followers, XX engagements
"Blocks showing up. 625k $FNMAH 544k $FNMFN 340k $FMCKM 870k $FNMFN 832k $FMCKI 739k $FMCCK 374k $FMCCO 400k $FMCCT 328k $FMCKK 387k $FREJO 113k $FNMAP 104k $FMCKL 200k $FMCCI 230k $FMCCH 278k $FMCKO 41k $FMCCL" @midas79_ on X 2024-12-18 19:28:26 UTC XXX followers, 2040 engagements
"JPS blocks today: 831k $FNMFN $XXXXX 811k $FNMAK $XXXXX 240k $FNMAO $XXXXX 300k $FNMAP $XXXXX 350k $FNMAH $XXXXX 498k $FMCKM $XXXXX 400k $FMCCS $XXXXX Low prices on the low-div series high prices on the mid and high divs. The rotation to div rate continues" @midas79_ on X 2025-07-17 17:58:55 UTC XXX followers, 1061 engagements
"The beatings on the floating JPS continue morale has yet to improve. $50-par $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN all available under $XX with $25-par $FNMAS at $XXXXX. $FNMAP at $XXXXX is not immune either and $FNMAO isn't far behind. Cheap par out there to be had" @midas79_ on X 2025-07-09 18:21:33 UTC XXX followers, 1322 engagements
"@HoldenWalker99 @jbrandimore There is precedent for this. Citi $C prefs got offered exchange for commons but the 8+% series got XX% of par and XXX% series only got 85%. A sliding scale like that would only currently give XX% to floating rate FnF JPS (div rates around X% right now)" @midas79_ on X 2025-07-16 04:05:50 UTC XXX followers, XXX engagements
"@jbrandimore All other floating-rate JPS: $FNMAO: 2-yr CMT-0.18% $FNMAP: 2-yr CMT-0.16% $FMCCJ: 2-yr CMT+0.2% $FMCCL: 5-yr CMT $FMCCM: 2-yr CMT+0.1% $FNMFN: max(7% 10-yr CMT+2.375%) All these are calc'd every X yrs (except $FMCCL X yrs $FNMFN qtrly). All LIBOR-linked are calc'd qtrly" @midas79_ on X 2025-07-09 22:55:38 UTC XXX followers, XX engagements
"@Albie1228 If you value liquidity (ability to get out quickly) $FNMAS and $FMCKJ are definitely the way to go. JPS series like $FNMAH $FNMAP $FMCKK offer greater returns to par but are much less liquid. I'm avoiding the common especially at current prices" @midas79_ on X 2025-06-16 14:21:00 UTC XXX followers, XXX engagements
"@ConcernedCtzn24 @HoldenWalker99 @GerhardtMeyer1 Trump's DOJ defended the NWS to the hilt and Mnuchin could have refused the NWS payments during Watt's term. Mnuchin also insisted on the LP ratchet in 2019 and 2021. Those actions speak far louder than Trump's words in his letter to Rand Paul" @midas79_ on X 2025-07-17 18:24:00 UTC XXX followers, XX engagements
"@carney @JohnCarey17 @ScottCov123 @HoldenWalker99 @pulte The irony here is the blindspot shareholders like me suffered from wrt court cases is exactly the blind spot you have now: FDIC and FnF cships work completely differently from each other. NWS by a FDIC conservator would have never stood up in court" @midas79_ on X 2025-07-08 19:07:42 UTC XXX followers, XXX engagements
"$FMCCI's turn for "high" volume (for that series) sell-off. Someone has been aggressively selling and/or shorting the low-div series: $FNMAO $FNMAP $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN recently. $FMCCH $FMCCS $FMCKK too. That's a bet that div rates will matter" @midas79_ on X 2025-07-08 17:54:16 UTC XXX followers, XXX engagements
"@AlexWil11433084 @jbrandimore @HoldenWalker99 Keeping divs off also hurts UST whose common shares wouldn't be worth much w/o divs. Also makes a capital raise (if one is needed) much harder. Only 2/3 of holders (by share count) are required to drag the rest along. It's in the contracts" @midas79_ on X 2025-07-18 17:37:02 UTC XXX followers, XX engagements
"@SnowballCaptial "Best" depends on how you value liquidity div rate and par value. For liquidity: $FNMAS $FMCKJ $FNMAT For div rate: $FNMAJ $FNMFN $FNMAI $FMCCT $FMCKI (and others) For par value: $FNMAO $FNMAP $FMCCG $FMCCI $FMCCM (and others) There are XX JPS series in total" @midas79_ on X 2025-06-27 13:38:48 UTC XXX followers, XXX engagements