[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.] #  @monetarycomm Monetary Commentary Monetary Commentary posts on X about infrastructure, debt, hedging, deflation the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1515853179988189190/interactions)  - X Week XXXXXX +215% - X Month XXXXXX -XX% - X Months XXXXXXX +165% - X Year XXXXXXX +743% ### Mentions: XX [#](/creator/twitter::1515853179988189190/posts_active)  - X Week XX +43% - X Month XX -XXXX% - X Months XXX +28% - X Year XXX +14% ### Followers: XXXXX [#](/creator/twitter::1515853179988189190/followers)  - X Week XXXXX +5.10% - X Month XXXXX +17% - X Months XXXXX +283% ### CreatorRank: XXXXXXX [#](/creator/twitter::1515853179988189190/influencer_rank)  ### Social Influence [#](/creator/twitter::1515853179988189190/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXX% [social networks](/list/social-networks) XXX% **Social topic influence** [infrastructure](/topic/infrastructure) #387, [debt](/topic/debt) #1081, [hedging](/topic/hedging) #65, [deflation](/topic/deflation) 2.41%, [stocks](/topic/stocks) #2535, [china](/topic/china) 2.41%, [inflation](/topic/inflation) 1.2%, [money](/topic/money) 1.2%, [fed](/topic/fed) 1.2%, [over the](/topic/over-the) XXX% **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@andreassteno](/creator/undefined) [@benkizemchuk](/creator/undefined) [@annaeconomist](/creator/undefined) [@jmhorp](/creator/undefined) [@tozgokmen](/creator/undefined) [@dailychartbook](/creator/undefined) [@yieldsearcher](/creator/undefined) [@obfinancial](/creator/undefined) [@analystlearner](/creator/undefined) [@drjstrategy](/creator/undefined) [@howardlutnick](/creator/undefined) [@jasonfurman](/creator/undefined) [@nytopinion](/creator/undefined) [@augurinfinity](/creator/undefined) [@barryknapp](/creator/undefined) [@lhsummers](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@pattenpending1](/creator/undefined) [@hayekandkeynes](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1515853179988189190/posts) --- Top posts by engagements in the last XX hours "@TOzgokmen Unreal. Were heading into a world of slow demography where nominal growth depends on asset inflation and technological deflation rather than new workers" [X Link](https://x.com/monetarycomm/status/1979737663906459821) [@monetarycomm](/creator/x/monetarycomm) 2025-10-19T02:33Z 1359 followers, 1581 engagements "As reverse repo's share of money falls junk spreads tighten because cash stops hiding at the Fed and starts doing credit work" [X Link](https://x.com/monetarycomm/status/1978262206442516791) [@monetarycomm](/creator/x/monetarycomm) 2025-10-15T00:50Z 1350 followers, 1064 engagements "Not nearly as much as income inequality and thats the point. Over the past forty years measured consumption inequality has widened far less than income or wealth gaps largely because of transfer programs consumer credit and deflation in tradable goods. The top decile saves and invests its income surplus while the bottom deciles borrow or rely on public transfers to maintain consumption levels. Thats created a society where living standards appear flatter than balance sheets. But thats a statistical illusion with a time bomb underneath it. The lower halfs consumption stability is debt- and" [X Link](https://x.com/monetarycomm/status/1978573762862735399) [@monetarycomm](/creator/x/monetarycomm) 2025-10-15T21:28Z 1347 followers, XXX engagements "This rhymes with 2010. Bernanke used Jackson Hole that August to tee up QE2 10-year TIPS real yields slid toward zero and gold ripped through the IMF/World Bank meetings that October without losing momentum; the narrative resistance was loud then too yet the run didnt truly crack until mid-2011 when real yields bottomed and the dollar staged a squeeze" [X Link](https://x.com/monetarycomm/status/1979163276752622044) [@monetarycomm](/creator/x/monetarycomm) 2025-10-17T12:31Z 1356 followers, XXX engagements "The ECBs earlier pause energy normalization and a weaker euro have turned the region into a high-beta play on global disinflation and U.S. yield compression. Investors are chasing laggard valuationsEuropean equities trade at roughly 13x forward earnings versus 21x for the S&Pbut underneath profit growth is still tepid and productivity stagnant. A lot of this move reflects duration repricing rather than organic strength: European indices are loaded with rate-sensitive sectors (industrials financials luxury) that benefit disproportionately when real yields fall. The rally says more about the" [X Link](https://x.com/monetarycomm/status/1979403913632571558) [@monetarycomm](/creator/x/monetarycomm) 2025-10-18T04:27Z 1350 followers, XXX engagements "Exactly. China mastered solvent extraction and ion-exchange refining decades ago investing heavily in the dirty low-margin tail of the supply chain while the West optimized for higher-value manufacturing. That decision locked in a structural dependency: Western mines like Mountain Pass can extract rare earth concentrates but they still ship them to China for final processing because the technical know-how supply of reagents and waste management systems are all concentrated there. Its the same pattern as oil refining in the mid-20th century control the midstream and you control the flow of" [X Link](https://x.com/monetarycomm/status/1979738219726901589) [@monetarycomm](/creator/x/monetarycomm) 2025-10-19T02:35Z 1358 followers, XXX engagements "The KOSPI has been chronically undervalued for years thanks to the Korea discount (chaebol opacity low dividends and export cyclicality) but the combination of semiconductor supercycle revival domestic equity reform and fiscal stimulus has flipped that script. Samsung and SK Hynix are effectively leveraged bets on global AI infrastructure now. Add a soft yen thats pushed Japanese equities near overvaluation and global allocators have been forced to rotate into Korean assets as a relative value play. And while foreign investors chase this rally domestic households are still net sellerssame" [X Link](https://x.com/monetarycomm/status/1980058079212281868) [@monetarycomm](/creator/x/monetarycomm) 2025-10-19T23:46Z 1358 followers, 2360 engagements "@dailychartbook Its optics of diversification not actual diversification" [X Link](https://x.com/monetarycomm/status/1980082097541758982) [@monetarycomm](/creator/x/monetarycomm) 2025-10-20T01:22Z 1358 followers, XX engagements "A yen collapse into hyperinflation is basically off the table for a country that is the worlds largest net external creditor issues debt in its own currency and has a central bank that controls the liability it prints. The move in USDJPY is a carry and rate-differential story amplified by options and exporter hedging. Japan has a trillion-plus in FX reserves a deep domestic bid for JGBs and a Ministry of Finance that has already shown it will hit the tape with large unsterilized dollar sales when levels get disorderly. The constraint is how much volatility they tolerate before they choose" [X Link](https://x.com/monetarycomm/status/1976512400846201101) [@monetarycomm](/creator/x/monetarycomm) 2025-10-10T04:57Z 1355 followers, 1266 engagements "@cafreiman Youre nailing the substitution effect here. Destroying luxury cars would push wealthy buyers into the next tier down the used Audis the top-end Toyotas then the Kias cascading demand downward and driving up prices at every lower rung" [X Link](https://x.com/monetarycomm/status/1978065826298130616) [@monetarycomm](/creator/x/monetarycomm) 2025-10-14T11:50Z 1355 followers, XXX engagements "ChatGPTs user base grew exponentially because it piggybacks on already-digitized networks while the internet itself spent a decade just building the rails: physical infrastructure modems browsers payment gateways. Whats shocking here is that it compresses the historical timeline of a general-purpose technology from a decade to a year. That speed means the diffusion phase is happening before the institutional phasethe point where rules standards and economic integration normally catch up. The internet had years of sandbox time before Wall Street or Washington paid attention; AIs adoption curve" [X Link](https://x.com/monetarycomm/status/1979300829359120457) [@monetarycomm](/creator/x/monetarycomm) 2025-10-17T21:37Z 1354 followers, XXX engagements "@elerianm Macrons pro-market reforms were supposed to anchor confidence yet the fiscal hangover from COVID energy subsidies and social transfers has boxed him in. France now embodies Europes structural problemsocial democracy financed by debt in a slow-growth world" [X Link](https://x.com/monetarycomm/status/1979405504792400356) [@monetarycomm](/creator/x/monetarycomm) 2025-10-18T04:33Z 1359 followers, 1260 engagements "The Dominican Republic is the quiet success story of Latin Americas last three decades. What looks like a simple uptrend in GDP per capita is actually the product of structural transformationmanufacturing zones linked to the U.S. supply chain aggressive tourism development and steady macro discipline that survived multiple global shocks. Its economy went from sugar and remittances to services and industrial assembly effectively becoming the Caribbeans hub for light manufacturing and logistics. Whats remarkable is how resilient that climb has been through every external hitoil shocks global" [X Link](https://x.com/monetarycomm/status/1979406588885557751) [@monetarycomm](/creator/x/monetarycomm) 2025-10-18T04:38Z 1358 followers, XXX engagements "This chart is screaming complacency erosion. Its a textbook bearish divergence thats preceded every major volatility event since 2017. When SKEW/VIX rolls over like this it means traders are crowding into near-dated optionality instead of hedging fat tails. The market may look calm but its structurally under-hedged for the next macro shock" [X Link](https://x.com/monetarycomm/status/1979526586983432540) [@monetarycomm](/creator/x/monetarycomm) 2025-10-18T12:34Z 1358 followers, 6224 engagements "@yieldsearcher The divergence shows how the Feds balance sheet normalization and Treasury issuance have redistributed reserves up the hierarchy of the system. The GSIBs with direct access to wholesale funding and the ON RRP arbitrage can replenish liquidity; small banks cant" [X Link](https://x.com/monetarycomm/status/1979739653143163297) [@monetarycomm](/creator/x/monetarycomm) 2025-10-19T02:41Z 1357 followers, XXX engagements "The 2009 spike was the post-GFC stimulus an unprecedented wave of credit creation that essentially built modern Chinas infrastructure and property boom. But every cycle since has delivered diminishing returns: more debt to generate less growth. Now with total loan growth falling toward single digits the engine of Chinas entire modelcredit-fueled investmentis sputtering. The system is out of viable borrowers. The PBoC can cut rates or ease reserve requirements but it cant force loan demand from overleveraged local governments or a property sector in structural decline. Chinas problem is the" [X Link](https://x.com/monetarycomm/status/1979759701320409433) [@monetarycomm](/creator/x/monetarycomm) 2025-10-19T04:01Z 1357 followers, XXX engagements "@kurtsaltrichter The marginal dollar in equities is now levered twiceonce through ETF mechanics and again through derivatives hedging those ETFs. When liquidity tightens that feedback loop becomes the market" [X Link](https://x.com/monetarycomm/status/1980039129007272027) [@monetarycomm](/creator/x/monetarycomm) 2025-10-19T22:31Z 1358 followers, XXX engagements "This table is a perfect snapshot of why U.S. regional bank stress never really leftit just got repriced. Look at how concentrated CRE exposure (CRE-to-equity ratios) is at the top: EverBank Axos and Merchants Bank of Indiana all running over XXX% some north of 300%. Thats balance-sheet leverage on top of already thin equity-to-assets ratios. For context an equity-to-assets ratio under X% means any meaningful mark-to-market loss in commercial real estate can vaporize tangible capital. Meanwhile the big safe names $JPM $Citi $BAC sit around XX% equity-to-assets but have far lower CRE-to-equity" [X Link](https://x.com/monetarycomm/status/1980059756636082226) [@monetarycomm](/creator/x/monetarycomm) 2025-10-19T23:53Z 1358 followers, XXX engagements "@dailychartbook @BittelJulien Structurally Bitcoins supply discipline keeps volatility cyclical but not randomthe thinner the volatility band the more pent-up leverage it masks" [X Link](https://x.com/monetarycomm/status/1980082808451121330) [@monetarycomm](/creator/x/monetarycomm) 2025-10-20T01:25Z 1358 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@monetarycomm Monetary Commentary
Monetary Commentary posts on X about infrastructure, debt, hedging, deflation the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +215%
- X Month XXXXXX -XX%
- X Months XXXXXXX +165%
- X Year XXXXXXX +743%
Mentions: XX #
- X Week XX +43%
- X Month XX -XXXX%
- X Months XXX +28%
- X Year XXX +14%
Followers: XXXXX #
- X Week XXXXX +5.10%
- X Month XXXXX +17%
- X Months XXXXX +283%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXX% technology brands XXXX% currencies XXX% social networks XXX%
Social topic influence infrastructure #387, debt #1081, hedging #65, deflation 2.41%, stocks #2535, china 2.41%, inflation 1.2%, money 1.2%, fed 1.2%, over the XXX%
Top accounts mentioned or mentioned by @elonmusk @andreassteno @benkizemchuk @annaeconomist @jmhorp @tozgokmen @dailychartbook @yieldsearcher @obfinancial @analystlearner @drjstrategy @howardlutnick @jasonfurman @nytopinion @augurinfinity @barryknapp @lhsummers @realdonaldtrump @pattenpending1 @hayekandkeynes
Top Social Posts #
Top posts by engagements in the last XX hours
"@TOzgokmen Unreal. Were heading into a world of slow demography where nominal growth depends on asset inflation and technological deflation rather than new workers"
X Link @monetarycomm 2025-10-19T02:33Z 1359 followers, 1581 engagements
"As reverse repo's share of money falls junk spreads tighten because cash stops hiding at the Fed and starts doing credit work"
X Link @monetarycomm 2025-10-15T00:50Z 1350 followers, 1064 engagements
"Not nearly as much as income inequality and thats the point. Over the past forty years measured consumption inequality has widened far less than income or wealth gaps largely because of transfer programs consumer credit and deflation in tradable goods. The top decile saves and invests its income surplus while the bottom deciles borrow or rely on public transfers to maintain consumption levels. Thats created a society where living standards appear flatter than balance sheets. But thats a statistical illusion with a time bomb underneath it. The lower halfs consumption stability is debt- and"
X Link @monetarycomm 2025-10-15T21:28Z 1347 followers, XXX engagements
"This rhymes with 2010. Bernanke used Jackson Hole that August to tee up QE2 10-year TIPS real yields slid toward zero and gold ripped through the IMF/World Bank meetings that October without losing momentum; the narrative resistance was loud then too yet the run didnt truly crack until mid-2011 when real yields bottomed and the dollar staged a squeeze"
X Link @monetarycomm 2025-10-17T12:31Z 1356 followers, XXX engagements
"The ECBs earlier pause energy normalization and a weaker euro have turned the region into a high-beta play on global disinflation and U.S. yield compression. Investors are chasing laggard valuationsEuropean equities trade at roughly 13x forward earnings versus 21x for the S&Pbut underneath profit growth is still tepid and productivity stagnant. A lot of this move reflects duration repricing rather than organic strength: European indices are loaded with rate-sensitive sectors (industrials financials luxury) that benefit disproportionately when real yields fall. The rally says more about the"
X Link @monetarycomm 2025-10-18T04:27Z 1350 followers, XXX engagements
"Exactly. China mastered solvent extraction and ion-exchange refining decades ago investing heavily in the dirty low-margin tail of the supply chain while the West optimized for higher-value manufacturing. That decision locked in a structural dependency: Western mines like Mountain Pass can extract rare earth concentrates but they still ship them to China for final processing because the technical know-how supply of reagents and waste management systems are all concentrated there. Its the same pattern as oil refining in the mid-20th century control the midstream and you control the flow of"
X Link @monetarycomm 2025-10-19T02:35Z 1358 followers, XXX engagements
"The KOSPI has been chronically undervalued for years thanks to the Korea discount (chaebol opacity low dividends and export cyclicality) but the combination of semiconductor supercycle revival domestic equity reform and fiscal stimulus has flipped that script. Samsung and SK Hynix are effectively leveraged bets on global AI infrastructure now. Add a soft yen thats pushed Japanese equities near overvaluation and global allocators have been forced to rotate into Korean assets as a relative value play. And while foreign investors chase this rally domestic households are still net sellerssame"
X Link @monetarycomm 2025-10-19T23:46Z 1358 followers, 2360 engagements
"@dailychartbook Its optics of diversification not actual diversification"
X Link @monetarycomm 2025-10-20T01:22Z 1358 followers, XX engagements
"A yen collapse into hyperinflation is basically off the table for a country that is the worlds largest net external creditor issues debt in its own currency and has a central bank that controls the liability it prints. The move in USDJPY is a carry and rate-differential story amplified by options and exporter hedging. Japan has a trillion-plus in FX reserves a deep domestic bid for JGBs and a Ministry of Finance that has already shown it will hit the tape with large unsterilized dollar sales when levels get disorderly. The constraint is how much volatility they tolerate before they choose"
X Link @monetarycomm 2025-10-10T04:57Z 1355 followers, 1266 engagements
"@cafreiman Youre nailing the substitution effect here. Destroying luxury cars would push wealthy buyers into the next tier down the used Audis the top-end Toyotas then the Kias cascading demand downward and driving up prices at every lower rung"
X Link @monetarycomm 2025-10-14T11:50Z 1355 followers, XXX engagements
"ChatGPTs user base grew exponentially because it piggybacks on already-digitized networks while the internet itself spent a decade just building the rails: physical infrastructure modems browsers payment gateways. Whats shocking here is that it compresses the historical timeline of a general-purpose technology from a decade to a year. That speed means the diffusion phase is happening before the institutional phasethe point where rules standards and economic integration normally catch up. The internet had years of sandbox time before Wall Street or Washington paid attention; AIs adoption curve"
X Link @monetarycomm 2025-10-17T21:37Z 1354 followers, XXX engagements
"@elerianm Macrons pro-market reforms were supposed to anchor confidence yet the fiscal hangover from COVID energy subsidies and social transfers has boxed him in. France now embodies Europes structural problemsocial democracy financed by debt in a slow-growth world"
X Link @monetarycomm 2025-10-18T04:33Z 1359 followers, 1260 engagements
"The Dominican Republic is the quiet success story of Latin Americas last three decades. What looks like a simple uptrend in GDP per capita is actually the product of structural transformationmanufacturing zones linked to the U.S. supply chain aggressive tourism development and steady macro discipline that survived multiple global shocks. Its economy went from sugar and remittances to services and industrial assembly effectively becoming the Caribbeans hub for light manufacturing and logistics. Whats remarkable is how resilient that climb has been through every external hitoil shocks global"
X Link @monetarycomm 2025-10-18T04:38Z 1358 followers, XXX engagements
"This chart is screaming complacency erosion. Its a textbook bearish divergence thats preceded every major volatility event since 2017. When SKEW/VIX rolls over like this it means traders are crowding into near-dated optionality instead of hedging fat tails. The market may look calm but its structurally under-hedged for the next macro shock"
X Link @monetarycomm 2025-10-18T12:34Z 1358 followers, 6224 engagements
"@yieldsearcher The divergence shows how the Feds balance sheet normalization and Treasury issuance have redistributed reserves up the hierarchy of the system. The GSIBs with direct access to wholesale funding and the ON RRP arbitrage can replenish liquidity; small banks cant"
X Link @monetarycomm 2025-10-19T02:41Z 1357 followers, XXX engagements
"The 2009 spike was the post-GFC stimulus an unprecedented wave of credit creation that essentially built modern Chinas infrastructure and property boom. But every cycle since has delivered diminishing returns: more debt to generate less growth. Now with total loan growth falling toward single digits the engine of Chinas entire modelcredit-fueled investmentis sputtering. The system is out of viable borrowers. The PBoC can cut rates or ease reserve requirements but it cant force loan demand from overleveraged local governments or a property sector in structural decline. Chinas problem is the"
X Link @monetarycomm 2025-10-19T04:01Z 1357 followers, XXX engagements
"@kurtsaltrichter The marginal dollar in equities is now levered twiceonce through ETF mechanics and again through derivatives hedging those ETFs. When liquidity tightens that feedback loop becomes the market"
X Link @monetarycomm 2025-10-19T22:31Z 1358 followers, XXX engagements
"This table is a perfect snapshot of why U.S. regional bank stress never really leftit just got repriced. Look at how concentrated CRE exposure (CRE-to-equity ratios) is at the top: EverBank Axos and Merchants Bank of Indiana all running over XXX% some north of 300%. Thats balance-sheet leverage on top of already thin equity-to-assets ratios. For context an equity-to-assets ratio under X% means any meaningful mark-to-market loss in commercial real estate can vaporize tangible capital. Meanwhile the big safe names $JPM $Citi $BAC sit around XX% equity-to-assets but have far lower CRE-to-equity"
X Link @monetarycomm 2025-10-19T23:53Z 1358 followers, XXX engagements
"@dailychartbook @BittelJulien Structurally Bitcoins supply discipline keeps volatility cyclical but not randomthe thinner the volatility band the more pent-up leverage it masks"
X Link @monetarycomm 2025-10-20T01:25Z 1358 followers, XX engagements