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# ![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1448432122881101826.png) @onechancefreedm EndGame Macro

The US economy is showing signs of stress, with indicators such as layoff announcements, declining home-builder confidence, and a shrinking prime-age workforce. Geopolitical tensions are escalating, with rising conflicts between the US and Iran, and Israel, and a potential shift in global liquidity. The Federal Reserve's decision to hold interest rates steady is seen as a strategic move to resist premature easing and maintain optionality for future policy actions.

### Engagements: XXXXXXX [#](/creator/twitter::1448432122881101826/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1448432122881101826/c:line/m:interactions.svg)

- X Week XXXXXXXXX +18%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +68,281%
- X Year XXXXXXXXXX +66,120%

### Mentions: XX [#](/creator/twitter::1448432122881101826/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1448432122881101826/c:line/m:posts_active.svg)

- X Week XXX +26%
- X Month XXX +32%
- X Months XXXXX +2,077%
- X Year XXXXX +1,779%

### Followers: XXXXXX [#](/creator/twitter::1448432122881101826/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1448432122881101826/c:line/m:followers.svg)

- X Week XXXXXX +5%
- X Month XXXXXX +12%
- X Months XXXXXX +15,068%
- X Year XXXXXX +13,268%

### CreatorRank: XXXXXX [#](/creator/twitter::1448432122881101826/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1448432122881101826/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1448432122881101826/influence)
---

**Social category influence**
[finance](/list/finance)  #757 [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #976 [currencies](/list/currencies)  #369 [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[fed](/topic/fed) #187, [inflation](/topic/inflation) #45, [macro](/topic/macro) #7, [stablecoins](/topic/stablecoins) #134, [money](/topic/money) #1625, [japan](/topic/japan) #356, [china](/topic/china) #651, [tariffs](/topic/tariffs) #788, [bitcoin](/topic/bitcoin) #306, [currency](/topic/currency) #52

**Top accounts mentioned or mentioned by**
[@joequant](/creator/undefined) [@isalah21](/creator/undefined) [@nativsilverback](/creator/undefined) [@0xmrmasa88](/creator/undefined) [@nomorerentiers](/creator/undefined) [@mrtee78404](/creator/undefined) [@dmd711](/creator/undefined) [@garycardone](/creator/undefined) [@matthobson6](/creator/undefined) [@gedigan265172](/creator/undefined) [@stimpyz1](/creator/undefined) [@2dogs1chic](/creator/undefined) [@myprecious999](/creator/undefined) [@peterschiff](/creator/undefined) [@kmahoney74](/creator/undefined) [@tspsmart](/creator/undefined) [@robinjbrooks](/creator/undefined) [@mcklein](/creator/undefined) [@derivativesdon](/creator/undefined) [@logicalfool1](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [USDC (USDC)](/topic/usdc) [BlackRock Inc (BLK)](/topic/blackrock) [Microsoft Corp. (MSFT)](/topic/microsoft) [XRP (XRP)](/topic/xrp) [Strategy (MSTR)](/topic/strategy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TrumpCoin (DJT)](/topic/$djt)
### Top Social Posts [#](/creator/twitter::1448432122881101826/posts)
---
Top posts by engagements in the last XX hours

"The claim that Russia secretly funded anti-nuclear environmental groups in Europe to make the EU more dependent on Russian gas might sound far fetched but when you look at the results Europe shutting down nuclear plants and scrambling for energy while buying Russian gas it starts to make a disturbing kind of sense. And it should raise a serious question: whos really behind the green energy push here in the U.S. Because what were doing doesnt always seem aligned with whats actually best for the country or the planet. Look at offshore wind. It was hyped as the cornerstone of our clean energy"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946403156482511177) 2025-07-19 02:54:09 UTC 39.6K followers, 16.1K engagements


"Short-Term Pain Long-Term Leverage: The Real Logic Behind Tariffs At face value tariffs look like economic malpractice they raise costs snarl supply chains weaken corporate margins and risk fueling inflation. Growth slows. Hiring stalls. Consumers pay more. And yes unemployment can tick up. But this time none of that is unintended. Its the plan. What were witnessing isnt old school protectionism designed to rescue struggling industries. Its not even about economic health in the near term. This is something far more strategic a doctrine of dynamic disruption forged not by growth economists but"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946275148815839732) 2025-07-18 18:25:30 UTC 39.5K followers, 11.2K engagements


"Fund managers are now the most fully invested theyve been since 2009 with cash allocations collapsing to just XXX% a level historically associated with sell signals. Thats not just a stat; its a reflection of peak optimism crowding and risk compression. When cash levels drop this low portfolios are often running at maximum beta. Theres no dry powder left. And with technology allocations surging at their fastest 3-month pace in over a decade were seeing what looks like a momentum chasing liquidity blowoff not a rotation grounded in improving earnings breadth or macro certainty. The kicker is"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945212092178387296) 2025-07-15 20:01:17 UTC 39.4K followers, 15.6K engagements


"Bitcoin doesnt generate yield because its not a proof of stake asset so theres really nothing to stake in the traditional sense. That XXXX% youre seeing is just the percentage of total BTC being held in staking programs but the actual reward rate is still effectively zero. The XXX% usually applies to stablecoins like USDC where the platform can earn yield from T-bills or other short term instruments and pass a portion of it on. Totally different setup. Its one of those cases where the word staking gets used too broadly and ends up confusing the actual mechanics behind each asset"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947095641164763462) 2025-07-21 00:45:50 UTC 39.4K followers, XXX engagements


"At a moment when headlines are filled with talk of de-dollarization BRICS alternatives and multipolar monetary futures this Gillian Tett piece quietly reminds us where real power still resides: in the ability to decide who gets dollar liquidity and when how and at what price. The real measure of reserve currency dominance isnt in trade volume or central bank diversification its in crisis response. When the world breaks everyone still runs for dollars. The deeper question is: will the U.S. turn on the tap For decades dollar swap lines were an unspoken pillar of global stability. They"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1944154288969629912) 2025-07-12 21:57:57 UTC 39.4K followers, 129.7K engagements


"@TrusteeSlocombe Yeah its kind of a loop right Stablecoins need treasuries to stay stable and now treasuries are leaning on stablecoin demand to stay liquid"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946358474306105844) 2025-07-18 23:56:36 UTC 39.3K followers, XXX engagements


"If youre not following Tanvi Ratna (@tanvi_ratna ) you really should be. She has a sharp eye for how tech geopolitics and power all intersect and she connects dots most people dont even realize are there. Whether its AI digital money or global power moves she often spots the shift before anyone else is even talking about it"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1944788277266960632) 2025-07-14 15:57:12 UTC 39.4K followers, 15.3K engagements


"When a firm like BlackRock takes a hit of this size it raises deeper questions: Who pulled the capital and why Was this a sovereign wealth fund reallocating for political or liquidity reasons A pension plan de-risking into cash or private markets Or a strategic exit tied to a shift in dollar exposure In an environment where central banks are losing predictive control rate policy is uncertain and public markets are being hollowed out by private alternatives this kind of capital flight may become more common not because of underperformance but because institutional players are reshuffling their"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945211354886922740) 2025-07-15 19:58:21 UTC 39.5K followers, 45.5K engagements


"Whats happening in my view is that foreign exporters especially from overcapacity heavy economies like China and Japan are quietly absorbing the tariff shock through aggressive margin compression. As highlighted Japanese automakers slashing U.S.-bound prices by XX% and Chinas sharp factory deflation arent coincidental theyre strategic. These exporters are trying to defend U.S. market share at all costs even if it means cannibalizing their own bottom lines in the short term. So instead of U.S. consumers or businesses bearing the brunt were seeing a kind of silent subsidy from abroad. That"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946016581471125904) 2025-07-18 01:18:02 UTC 39.5K followers, 19.6K engagements


"This is a really powerful dashboard because of what it reveals when you look a little deeper. At first glance it might not seem too bad. Air travel is holding up people are still going out to eat based on OpenTable data and some parts of consumer spending havent completely fallen apart. But if you zoom out a very different story emerges one of quiet accumulating stress across the foundations of the economy. Job postings are dropping fast and have been for over a year. New job creation is clearly slowing and thats usually one of the earliest signs that something is breaking underneath. You"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946668174918799668) 2025-07-19 20:27:14 UTC 39.4K followers, 4373 engagements


"The surge in global investor allocation to Eurozone equities now at the highest level in four years is less about conviction in European economic fundamentals and more about a combination of relative positioning dollar hedging and manufactured optimism. With U.S. equities appearing crowded and stretched investors are rotating into Europe not because its booming but because it looks less bad. Rate cuts by the ECB have front-run the Fed the euro has stabilized and political risks while still present appear more contained relative to U.S. electoral and trade uncertainties. Add in modest"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945915877662003360) 2025-07-17 18:37:53 UTC 39.3K followers, 7268 engagements


"The real risk isnt just a JGB collapse its what this move signals about global capital rotation and FX volatility. If Japans 10Y breaches X% its the end of Japan exporting deflation and cheap capital. That would pressure global bond markets as the yen carry unwinds forcing Japanese investors to repatriate funds dumping foreign bonds (especially U.S. Treasuries) just as Western deficits surge. The BOJ has spent decades suppressing long end yields to stabilize the debt load and suppress volatility. But rising inflation expectations and deteriorating demographics are forcing a recalibration and"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945297705841893700) 2025-07-16 01:41:29 UTC 39.3K followers, 15.4K engagements


"Its important to separate the symbolism from the actual architecture being built. While the GENIUS Act may not explicitly ban a CBDC the deeper issue is that modern financial control doesnt need to wear that label to function identically. The U.S. can implement CBDC-like systems through tokenized bank deposits programmable stablecoins and identity linked payment rails all without calling it a CBDC. Thats where the real debate should be: not just what we call it but how power is structured around it. The concern is about programmable money becoming a tool for compliance surveillance and"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945571856733671553) 2025-07-16 19:50:52 UTC 39.3K followers, 11.1K engagements


"The United States is constructing a new geopolitical trade architecture under the guise of economic nationalism. If you read this list as pure protectionism youre missing the deeper game: this is economic wargaming by design. First observe the countries targeted: a mix of traditional allies (EU Japan South Korea Canada) rising Global South exporters (Bangladesh Malaysia Indonesia) and non-aligned nations with strategic resources or low cost manufacturing bases (Brazil Kazakhstan Laos). This is supply chain realignment through coercive uncertainty. These tariffs are meant to force decisions."  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1944040996783739161) 2025-07-12 14:27:46 UTC 39.5K followers, 100.7K engagements


"Loneliness Was Never a Glitch. It Was the Matrix. Were used to hearing that loneliness is a byproduct of modern life. That its just something that happens because of social media long commutes remote work or how busy everyone is. But what if its deeper than that What if loneliness isnt just something weve stumbled into but something the system quietly encourages What if being disconnected is actually built in Think about how life is set up today. Whether youre single married have roommates or live in a house full of people the system still pushes you to function as an individual unit. Every"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946416099144397253) 2025-07-19 03:45:35 UTC 39.6K followers, 90.6K engagements


"Peak oil isnt about running out of oil its about the point where its no longer economically or technologically viable to extract whats left. Were not short on hydrocarbons buried in the earth were short on cheap scalable ways to drill deeper refine heavier and transport from harsher terrain. Thats where the real constraint lies"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947513383282213227) 2025-07-22 04:25:48 UTC 39.6K followers, XXX engagements


"Schiffs (@PeterSchiff) warning deserves serious attention not just because of the nominal yield levels but because of what they reveal about the deeper structural cracks forming beneath the surface of U.S. fiscal credibility. A 10Y above XXX% and a 30Y above X% is not merely about inflation or growth expectations anymore its about the market beginning to price in persistent fiscal instability crowding out effects and a political vacuum over long term debt sustainability. Whats more dangerous than yields rising is the vanishing confidence in who will step in to buy at these levels. If Powell"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945224180221309163) 2025-07-15 20:49:19 UTC 39.3K followers, 12.7K engagements


"The XX% decline 🥴 in health insurance costs over five years isnt reflecting what households actually pay but rather how the BLS imputes the value of insurance using retained earnings and benefit payout ratios from insurers. In other words if insurers report a period of higher profitability or lower payouts the model treats that as a consumer discount even if premiums rose in dollar terms. This creates a false signal that health insurance is getting cheaper when in practice deductibles premiums and out-of pocket costs have soared. Its a textbook case of measurement arbitrage: policymakers and"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945225155405328727) 2025-07-15 20:53:12 UTC 39.3K followers, 34.9K engagements


"If I actually believed all the theatrics which I dontthen Trumps playing a strange game because hes saying he wants Powell to cut rates but then turns around and launches at the very least short term inflationary policies like new tariffs supply chain reshoring and import crackdowns. All of that gives Powell cover not to cut. Its almost like Trump wants the optics of a fight without the consequences of a real pivot setting up Powell as the fall guy while knowing damn well these moves tighten conditions on their own"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947510049389351266) 2025-07-22 04:12:33 UTC 39.6K followers, XXX engagements


"A XXXX% levy on Chinese battery inputs signals that the U.S. is no longer trying to compete within Chinas cost structure but rather to dismantle its dominance altogether. This move will reverberate across EVs grid storage defense tech and the broader clean energy transition. This is about control. Washington is effectively weaponizing chokepoint economics betting that higher domestic or allied supply chain costs are worth the strategic insulation. But this also risks inflationary blowback and retaliatory escalation from Beijing particularly in rare earths graphite or midstream refining"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945915248310878264) 2025-07-17 18:35:23 UTC 39.5K followers, 17.4K engagements


"One possible reason theyre doing it anyway despite the glaring vulnerability is because they see this as a narrowing strategic window. The U.S. may believe that waiting to onshore supply chains or rebuild stockpiles could take years they dont have. From their perspective the longer they wait the stronger China becomes the tighter BRICS cooperation grows and the more contested the dollar system becomes. By acting now even from a position of fragility they might be trying to force a confrontation on their terms while they still have some advantage: naval dominance dollar settlement leverage and"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947511289070096601) 2025-07-22 04:17:28 UTC 39.6K followers, XXX engagements


"It could be bullish depending on how the market interprets the rate cut. Historically weve seen Fed cuts trigger strong rallies and even blowoff tops when markets believe the cut is preemptive or liquidity driven. But when the Fed begins cutting into a sustained easing cycle like in 2001 or 200708 its usually because something is already breaking beneath the surface. In those cases the market initially rallies but then quickly rolls over as unemployment climbs credit tightens and we enter an official recession. So the psychology matters: is it seen as proactive insurance or reactive damage"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946770292480573916) 2025-07-20 03:13:01 UTC 39.5K followers, XXX engagements


"@isalah21 @GaryCardone What am I specifically off about"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946714982009208942) 2025-07-19 23:33:14 UTC 39.4K followers, XXX engagements


"What I think is really going on here and many of you already know is that Powell hasnt kept rates high just to fight inflation or because hes late as Trump likes to say. Hes holding them high to maximize strategic leverage. By keeping the dollar scarce and real yields elevated Powell is applying immense pressure on the global system particularly on BRICS-aligned nations dollar indebted economies and those flirting with de-dollarization. This isnt about monetary policy in the conventional sense; its about geopolitical positioning. The longer the Fed starves the world of easy dollars the more"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945528867151655173) 2025-07-16 17:00:02 UTC 39.6K followers, 44.4K engagements


"Neither the big tech names (Mag 7) nor the rest of the S&P XXX (on an equal weight basis) has broken past their highs from last December. That means for all the hype around AI and tech were still basically stuck. The heavy hitters like Apple Microsoft and Nvidia have bounced back strong but even they havent been able to push past their previous peak. And the rest of the market is just kind of grinding sideways with no real momentum. Its not necessarily a sign that things are falling apart but it does show were in a holding pattern. Investors are waiting for a clear signal something big enough"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946008174739276028) 2025-07-18 00:44:38 UTC 39.5K followers, 9342 engagements


"@GaryCardone I get what youre trying to say but youre looking at Ripple through a Bitcoin only lens and that misses what makes XRP fundamentally different. Ripples not trying to copy Saylor or turn itself into some XRP version of MicroStrategy. XRP was never meant to be a passive asset you park on a balance sheet and hope appreciates over time. It was built for real world use to move value across borders quickly efficiently and at scale. Thats a totally different mission than being a store of value. Ripples play is infrastructure not optics. And for the record Ripple already holds a massive"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946683074554765322) 2025-07-19 21:26:27 UTC 39.4K followers, 1058 engagements


"@isalah21 @GaryCardone @Santiag78758327 @GaryCardone @isalah21 If you really want to understand what XRP actually is watch this"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946737898469953692) 2025-07-20 01:04:18 UTC 39.6K followers, 4214 engagements


"What youre referring to is a well-documented and ultimately inconsequential quirk from the XRP Ledgers earliest days when the first 32569 ledgers roughly the first week of network activity werent permanently archived due to early infrastructure limitations. This wasnt a consensus failure and no transactions were reversed or lost from a functional standpoint. XRP Ledgers architecture ensures that every single ledger contains a full snapshot of the current system state. So even without those initial records the network remains mathematically and cryptographically intact. Ledger #32570 became"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947364907802104223) 2025-07-21 18:35:48 UTC 39.6K followers, 1806 engagements


"If Israel continues bombing the odds of regional escalation and potential great power entanglement rise significantly. Beyond gold and oil Id keep an eye on uranium cybersecurity defense stocks and food/agriculture commodities. In a conflict driven world energy security digital infrastructure and food sovereignty become the new alpha. Not financial advice"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1936625577223442584) 2025-06-22 03:21:33 UTC 39.4K followers, XXX engagements


"Just because M2 is ticking up doesnt mean theres no liquidity issue. M2 includes a lot of stuff like savings accounts or deposits that arent necessarily moving into places that actually matter for buying Treasuries or supporting markets. What were dealing with isnt a lack of money its a lack of usable or willing money. The Feds still shrinking its balance sheet the reverse repo facility is almost drained and foreign buyers arent stepping up like they used to. So yeah theres money in the system but if its not flowing into the right spots especially with nearly $X trillion in debt maturing next"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946400072591138871) 2025-07-19 02:41:54 UTC 39.4K followers, XXX engagements


"@TSPsmart Totally most people dont realize the Feds letting this pressure build on purpose now that the RRP is basically empty. Theyre not ready to ease yet because the systems still draining on its own"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946341305728065809) 2025-07-18 22:48:23 UTC 39.4K followers, XXX engagements


"The Genius Act potentially gives the Treasury a workaround to bypass the Fed by using stablecoins but that only works if the infrastructure is ready. Right now stablecoins like USDC and PayPal USD are already functioning integrated into payment networks and could be scaled quickly in a targeted way especially to supply liquidity offshore or to dollar starved markets. So technically the pipes exist. But Im not sure if they are quite at global emergency response scale yet. The compliance layer cross border rules and regulatory clarity still lag. That said if markets break badly enough the"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947501943695229089) 2025-07-22 03:40:20 UTC 39.6K followers, 1139 engagements


"A lot of people think the U.S. made a mistake by seizing Russias FX reserves but honestly I think it was intentional. They knew it would push countries like China to start dumping Treasuries and distancing themselves from the dollar system. But thats the point Washington is trying to force financial disentanglement from adversaries while still controlling the rules of the system. Being the global reserve currency has become a national security issue. Because of how the dollar system works weve had to run massive trade deficits for decades just to supply the world with dollars. Thats gutted"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947347956421804347) 2025-07-21 17:28:27 UTC 39.6K followers, 19.9K engagements


"Im not saying were not heading toward rate cuts or QE; what Im saying is were not there yet and historically that timing matters. In 2009 and 2020 the Fed had already slashed rates and launched aggressive QE before sentiment and markets turned. Today rates are still elevated liquidity is still being pulled and the Treasury is flooding a stretched market with supply so the macro environment is far more fragile. And just to clarify my post isnt fixated on the S&P XXX or short term equity performance. Im looking at the underlying economy: labor credit liquidity and fiscal dynamics. Yes consumer"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946728907157160106) 2025-07-20 00:28:34 UTC 39.5K followers, XXX engagements


"Reality Doesnt Ask Permission: The Art of Strategy in an Unfair World Theres a seductive danger in fixating on how things should be. The rules that ought to exist. The fairness that should prevail. But history doesnt bend to our ideals it records the victories of those who adapt to what is. Wishing the world into alignment with your sense of justice merit or rationality might earn applause in a philosophy seminar. On the battlefield of economics politics or power it earns nothing but delay and delay is death. Take the fall of the Roman Republic. Cicero believed in the sanctity of law and the"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945311088146346407) 2025-07-16 02:34:40 UTC 39.4K followers, 12.3K engagements


"When a central bank thats already used to stepping in starts doing it more urgently or tweaking how it does it like shifting to pooled collateral it usually means the pressure is getting worse behind the scenes. Weve seen this pattern before like in 2008 in 2011 during the eurozone crisis and again in 2019 before the U.S. repo market cracked. Each time the signs were subtle at first until things broke out in the open. Whats different now is how much stress has built up globally. Powells kept rates high Asias got a mountain of dollar-denominated debt coming due and foreign buyers of Treasuries"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946648446582018358) 2025-07-19 19:08:51 UTC 39.6K followers, 2472 engagements


"@isalah21 @GaryCardone @Santiag78758327 Not focused on Raoul. Hes interviewing @Santiag78758327 thats who is explaining XRP. Hes very well educated in the digital currency space"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946767148635791508) 2025-07-20 03:00:32 UTC 39.5K followers, XXX engagements


"This article from ZeroHedge(@zerohedge) titled The Decline of U.S. Housing Affordability delivers a sobering analysis of how the American housing market has diverged sharply from historical affordability norms. It anchors its argument in the home price to income ratio which once hovered near a sustainable benchmark of X in 1970 but has since surged to over XXX by 2023. Back in 1970 the median home cost was just XXX times the median income. As of 2022 it had peaked at a staggering XXXX nearly double the historical average. The articles central thesis is that homeownership once a pillar of"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947487236100125040) 2025-07-22 02:41:54 UTC 39.6K followers, 13.3K engagements


"A flat 1520% tariff on EU goods would seriously shake up U.S.-Europe relations and hit Europe at a vulnerable time. Theyre already dealing with high energy costs slowing growth and political tensions so this could put even more pressure on them. But bigger picture this shows how the U.S. is shifting away from open trade toward using tariffs as a tool to control the global game. Its less about protecting American jobs and more about gaining leverage over supply chains inflation and even global demand for the dollar. If the U.S. taxes access to its massive consumer market it forces countries to"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946252410093019464) 2025-07-18 16:55:08 UTC 39.6K followers, 10.5K engagements


"People hear about the Fed holding rates steady or waiting to cut but what they miss is the quiet tightening thats happening deep in the financial system in the actual plumbing that keeps money flowing between banks businesses and consumers. Think of the banking system like a giant network of pipes. At any given time banks need a certain amount of water (cash liquidity) flowing through those pipes to keep things functioning smoothly. If deposits start drying up if cash reserves shrink or if banks have to start borrowing just to keep their heads above water thats a sign the system is getting"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946320719668822494) 2025-07-18 21:26:35 UTC 39.5K followers, 13.1K engagements


"Fair point but even in a serious dollar funding shock I dont think the U.S. would be the first to go down. Yes there would be real pain at home with liquidity freezes credit stress and political fallout. But the real devastation would hit outside the U.S. Global dollar denominated debt is in the trillions and access depends on U.S.-controlled swap lines and legal jurisdiction. A true squeeze wouldnt look like a dollar collapse it would look like a snapback where the dollar surges and forces the rest of the world into crisis. Washington might bleed but it still decides who gets oxygen"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946081290840576236) 2025-07-18 05:35:10 UTC 39.3K followers, 1788 engagements


"@MattHobson6 I agree. To get into any of this stuff I feel like there needs to be an interest and some people simply just dont have it. The Creature Of Jekyll Island book was that opened my eyes"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947296716023058703) 2025-07-21 14:04:50 UTC 39.6K followers, XXX engagements


"Groks breakdown is technically correct on the surface stablecoins are private market driven tools meant to hold a peg while CBDCs are government issued instruments tied to monetary policy. But what it misses is the fact that this distinction is starting to blur. In practice many stablecoins especially those like USDC are increasingly operating under the watchful eye of government regulators with assets fully backed by U.S. Treasuries and partners like BlackRock and PayPal helping integrate them into the existing financial system. That raises a real question that if a private coin can be"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946428085584208055) 2025-07-19 04:33:13 UTC 39.4K followers, XXX engagements


"Many want to break away. But its not just about choice its about structure. The dollar is the plumbing of global trade energy debt and collateral. You dont just opt out of that overnight without torching your own balance sheet or liquidity. Trying is one thing. Escaping is another"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946341718800077264) 2025-07-18 22:50:01 UTC 39.4K followers, XXX engagements


"Does this really surprise anyone When NVIDIA alone makes up over X% of the S&P XXX and nearly XX% of the Nasdaq XXX. In that context $XXX million in insider selling since June including major dumps by CEO Jensen Huang starts to look a lot more like a warning than routine profit taking. In a market this top heavy where one stock holds more sway than entire sectors used to insider activity becomes a macro signal. The people closest to the engine are easing off the throttle maybe its worth asking why"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1943823192432247193) 2025-07-12 00:02:18 UTC 39.5K followers, 26.3K engagements


"Japans export contraction is a red flag that reflects deeper structural and geopolitical fractures converging all at once. The XXX% YoY decline in June marks the second consecutive drop but the headline masks the severity under the hood: a staggering XX% collapse in car exports and a XX% plunge in steel shipments. These are foundational to Japans industrial economy and global trade role. Add to this that Q1 2025 GDP was already negative at -XXX% and were staring at a likely technical recession but the real story is more dangerous than a cyclical dip. Japan is being crushed between the"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945916717995331913) 2025-07-17 18:41:13 UTC 39.5K followers, 17K engagements


"The UKs move to explore selling X billion in Bitcoin is a structural liquidity play in the middle of a deepening global dollar squeeze. With the Bank of England now actively scrutinizing UK banks exposure to dollar funding risks especially amid fears of U.S. geopolitical unpredictability this BTC liquidation begins to look a lot more like a preemptive macro defense than just a fiscal maneuver. The UK like many non reserve currency nations is still deeply embedded in a dollar dominated financial system. When the Fed holds rates high foreign buyers pull back on gilts and FX swap lines remain"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946779166877040855) 2025-07-20 03:48:17 UTC 39.6K followers, 33K engagements


"@NoMoreRentiers @MattHobson6 Explains the actual architecture behind the offshore dollar system and how Eurodollars function outside the U.S. why they dont require reserves at the Fed and how they became the core of global shadow banking"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946554026687922595) 2025-07-19 12:53:39 UTC 39.4K followers, XXX engagements


"Trump Media buying $X billion in Bitcoin is a macroeconomic signal. This isnt a retail style crypto bet. Its a strategic front run on the inevitability of rate cuts quantitative easing and fiat debasement. The sheer size and timing of the purchase scream conviction and possibly inside understanding of where U.S. monetary policy is headed. No one spends $X billion on an ultra volatile asset unless theyre betting on a shift in the entire liquidity regime. If they didnt believe the Fed was going to pivot either by force or design then this would be reckless. Because if the Fed holds rates higher"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947303276535324843) 2025-07-21 14:30:54 UTC 39.6K followers, 49.4K engagements


"Heres how I think macroeconomics should be viewed especially by everyday people who are told its too complex too abstract or not worth their time. Thats a lie. Macroeconomics isnt just about bond yields central bank policy or GDP its the hidden architecture shaping nearly every part of your daily life. It decides whether your rent goes up whether your paycheck stretches far enough why groceries suddenly cost more or why your savings lose value even when sitting still. Its the system running quietly beneath everything you do. So why wouldnt you want to understand it For me the interest with"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1944765178983162350) 2025-07-14 14:25:25 UTC 39.5K followers, 22.1K engagements


"Bessents statement we need to examine the entire Federal Reserve institution is a moment of clarity aimed at exposing a deeper institutional drift. This is a call to confront the growing disconnect between the Feds original design and the complex hyper interconnected and geopolitically weaponized financial system it now presides over. In 2025 that misalignment is no longer academic its structural and its visible to anyone paying attention. The Federal Reserve was built for a domestic banking economy. It was never meant to be the central node of a globalized dollar leveraged empire. Yet today"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947281415080403365) 2025-07-21 13:04:02 UTC 39.6K followers, 50.7K engagements


"This chart is a great reminder that the Fed doesnt set long term interest rates markets do. The Fed can adjust the federal funds rate (overnight lending between banks) but mortgage rates bond yields and other parts of the yield curve are ultimately priced by investor expectations around inflation growth and risk. Thats why even after a rate cut the 30-year fixed mortgage rate can actually go up if the market sees long term inflation staying sticky or fiscal risk rising. So when people say the Fed controls rates its more accurate to say they influence the short end of the curve. The long end"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947107058496487616) 2025-07-21 01:31:12 UTC 39.6K followers, 32.4K engagements


"401(k)s were designed to fund retirement not serve as emergency lifelines. So when nearly X% of participants are making hardship withdrawals it means theyve already run out of options savings are gone credit is maxed out and social safety nets are too thin to matter. Tapping into long-term savings like this is a last resort. And when it becomes a growing trend its a signal that the entire economic model isnt holding up for working class and middle income Americans. Whats worse is that 401(k) managers are rarely proactive when things start to break. Their incentives are misaligned. Most target"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946666263498965366) 2025-07-19 20:19:39 UTC 39.6K followers, 19.9K engagements


"(1/2) What Happens If Iran Closes the Strait of Hormuz Strategic Context: The Strait of Hormuz is the most critical maritime chokepoint in the world. Roughly XX% of globally traded crude oil and XX% of global LNG shipments transit its narrow waters daily. If Iran were to close or significantly disrupt the Strait via mining anti ship missiles drone swarms or fast-attack naval craft it would initiate not just a regional crisis but a systemic shock to the global economy supply chains and security architecture. First-Order Effects (Immediate Week 1) Energy Spike: Crude oil could surge $30$60 in"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1933696807021752580) 2025-06-14 01:23:39 UTC 39.5K followers, 1.4M engagements


"This chart is a flashing signal that the U.S. consumer the backbone of GDP is reaching a stall point. The Q1 2025 personal consumption print of just +0.5% is the weakest since the depths of the 2020 crisis. This is a revision down of XXX percentage points in the last two months which means the data trend is deteriorating after the fact. That suggests either the survey inputs are lagging reality or consumer behavior is shifting so rapidly that the models cant keep up. Either way it weakens the case for the soft landing narrative. More importantly this number comes despite resilient job market"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1938250168446394606) 2025-06-26 14:57:05 UTC 39.4K followers, 4869 engagements


"Japans 30Y bond yields are now converging with Germanys because the market is finally waking up to how unsustainable ultra low yields are when real inflation risk demographic stagnation and currency volatility are all rising. The BOJ kept long end yields artificially suppressed for years while Germanys were more market driven. But now as Japan slowly exits its shadow YCC and lets yields rise a massive backlog of mispriced risk is catching up. This is about trajectory and trust. Japans debt is almost entirely held domestically but as inflation proves sticky and capital seeks better returns"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1944971460126134707) 2025-07-15 04:05:06 UTC 39.4K followers, 14.2K engagements


"Gold might look quiet and the Fed appears to be on hold but under the surface the market is bracing for structural fragility. CME futures are projecting the Fed funds rate to stay at 4.254.50% through December 2026 not because the economy is healthy but because the Fed is trapped. It cant ease meaningfully without risking inflation or a loss of confidence in Treasuries. Meanwhile the 2s10s curve steepening to +54bps is the market pricing in risk over time. This is a signal that the longer the Fed stays elevated the more likely it breaks something. And thats the catch: yes the Fed will cut but"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946070246760022133) 2025-07-18 04:51:17 UTC 39.5K followers, 13.4K engagements


"This is exactly how housing downturns tend to unfold geographically staggered and deeply tied to local supply dynamics migration flows and credit sensitivity. Historically areas like Florida Arizona and inland California (think Las Vegas Phoenix Orlando Tampa Bakersfield) are first to crack. Theyre boom bust metros with fast construction pipelines high investor exposure and heavy reliance on population inflows. Thats what we saw after 2006: prices in the Sunbelt started collapsing by 2007 while much of the Northeast (especially places like Boston parts of New York and northern New Jersey)"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947097733338223027) 2025-07-21 00:54:09 UTC 39.6K followers, 15.5K engagements


"This stronger than expected yuan fix has global implications and its a clear signal the PBOC is pushing back against currency devaluation pressure without letting go of control. For the global economy it means China is trying to prevent a disorderly slide in the yuan which could have triggered competitive devaluations across Asia and stoked fears of deflation exporting out of China. By holding the line here Beijing is signaling that they are not ready to let the currency act as a pressure valve yet. For the U.S. this is both a warning and a clue. It shows the Chinese economy is under more"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947106538209882450) 2025-07-21 01:29:08 UTC 39.6K followers, 11.3K engagements


"This chart is one of the clearest illustrations of the growing codependence between U.S. fiscal policy and monetary accommodation. It reveals a structural reality that the massive issuance of U.S. Treasuries especially since 2020 has not been met with proportionate demand from traditional buyers like foreign investors banks or households. Instead its been increasingly absorbed by yield insensitive actors such as the Federal Reserve money market funds and GSEs. The surge in issuance following COVID was met by a historic flood of Fed intervention but once quantitative tightening began the gap"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947108539979407590) 2025-07-21 01:37:06 UTC 39.6K followers, 36.6K engagements


"I think youre oversimplifying things especially when it comes to XRP. Youre right that Bitcoin is a protocol but so is XRP. It just works differently. Instead of using proof of work and energy heavy mining like Bitcoin XRP runs on a consensus model specifically something called Federated Byzantine Agreement. This means independent validators around the world come to agreement on the ledger every few seconds. Its faster more efficient and final theres no waiting for six confirmations like in Bitcoin. And importantly Ripple doesnt control the network. They run fewer than X% of the validators."  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946733352402428282) 2025-07-20 00:46:14 UTC 39.4K followers, XXX engagements


"The Bank of England in coordination with European supervisors is now asking major banks to run internal stress tests for a once unthinkable scenario: a full scale U.S. dollar funding shock. This includes modeling situations where access to dollar liquidity even via swap lines could freeze entirely. These requests made quietly through the BoEs Prudential Regulation Authority reflect growing concerns over the global systems overreliance on the dollar and its exposure to U.S. political volatility. Behind this shift is a deeper anxiety: that the U.S. may no longer be a reliable or apolitical"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946051514696646777) 2025-07-18 03:36:51 UTC 39.6K followers, 73.6K engagements


"The Eurodollar system has been a huge source of dollar liquidity outside the Feds control for decades but its opaque institutional and relies on offshore banking networks. Stablecoins are now replicating that function in a faster more transparent and programmable way thats accessible to anyone with a digital wallet. Instead of IOUs between banks stablecoins offer instant on-chain settlement of tokenized dollars cutting out traditional intermediaries. In that sense stablecoins arent just coexisting with the Eurodollar system theyre positioning to replace key parts of it by building a more"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946433964551590040) 2025-07-19 04:56:34 UTC 39.4K followers, XXX engagements


"The $2T+ spike in Chinas M2 this year now breaching $46T reflects desperation not confidence. Its a liquidity firehose aimed at a structurally deflating economy where capital formation is collapsing real estate valuations are fraudulent and consumer sentiment is broken. China is attempting to stimulate a growth model that no longer exists leveraged construction and export arbitrage but doing so through a banking system bloated to XXX% of GDP larger than the U.S. system at its 2008 peak threefold. The Caixin-reported property arbitrage scam is a telltale sign of credit system decay. When"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945214118404804818) 2025-07-15 20:09:20 UTC 39.4K followers, 14.4K engagements


"This might look like just another central bank liquidity move but its not. The BOJ stepping in to supply U.S. dollars against pooled collateral starting July XX is one of those quiet technical shifts that says more than any press release ever could. To me this is about whats coming for the entire global dollar system. What I think is going on is Japanese institutions are feeling the squeeze. Theyve been running massive USD carry trades borrowing in yen buying U.S. assets hedging the FX. That worked when dollar liquidity was easy and the hedge was cheap. But with Powell holding rates high and"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1944959111449190649) 2025-07-15 03:16:02 UTC 39.6K followers, 311.6K engagements


"This doesnt necessarily mean Bitcoin has topped but it does mark a shift in whos holding the reins. A longtime holder who bought 80000 BTC in 2012 just sold out for close to $XX billion and the buyer wasnt retail or short term speculators. It was Galaxy Digital a heavyweight institutional player. The sale likely happened over the counter quietly and without shaking the market which tells you it was a coordinated move an intentional transfer of ownership from early crypto capital to institutional hands. That kind of transition matters. It signals that Bitcoin is moving into a different phase"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946344375039971796) 2025-07-18 23:00:34 UTC 39.6K followers, 23.5K engagements


"Back in mid 2008 that same yield peaked around XXX% just before the global financial crisis unraveled. At the time Japan was the archetype of deflation: a passive central bank zero bound rates and a bond market that quietly absorbed global capital flows. The Bank of Japan wasnt leading if anything it was dormant. Meanwhile the U.S. Federal Reserve was slashing rates from XXXX% to X% in a desperate attempt to get ahead of systemic collapse. But in 2025 the roles are inverted and the ground under Japans financial system is starting to buckle. The rise in yields isnt being driven by growth or a"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1944929571888865606) 2025-07-15 01:18:39 UTC 39.5K followers, 33K engagements


"Throughout modern financial history Japan has consistently acted as an early warning system for deeper structural stress in the global monetary order. When you overlay todays actions with BOJ supplying USD against pooled collateral rising JGB yields and cabinet level political overtures on inflation with past episodes like 199798 2008 and 2020 a disturbing pattern emerges. Each time Japan steps in to provide dollar liquidity and domestic policymakers begin signaling coordinated political action around prices the global system is already under unseen strain. And more importantly these signals"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947479686852055496) 2025-07-22 02:11:54 UTC 39.6K followers, 47.2K engagements


"What most people miss is that stablecoins already function as a de facto digital dollar infrastructure and thats exactly the point. While other countries are racing to roll out central bank digital currencies (CBDCs) to assert monetary control the U.S. is letting the private sector digitize the dollar for them. Tokens like USDC and USDT have become the settlement layer for dollar denominated transactions across decentralized platforms gaming ecosystems remittance corridors and even shadow banking rails in emerging markets. Theyre programmable borderless and instantaneous everything a CBDC"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946348506689556945) 2025-07-18 23:17:00 UTC 39.6K followers, 23.3K engagements


"At first glance a XXX average FICO score still looks healthy but context tells a different story. The last time we saw a meaningful dip in credit scores like this was during the 20082010 financial crisis when unemployment spiked credit markets froze and households were drowning in mortgage and consumer debt. Todays slight drop from XXX to XXX might seem small but its arriving after years of artificial support: pandemic stimulus paused student loans and broad forbearance programs that delayed defaults. Now that student loan payments have resumed savings are thinning credit card debt is at"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946265859476918303) 2025-07-18 17:48:35 UTC 39.4K followers, 6215 engagements


"I wonder if what looks like apathy is actually learned helplessness. A lot of people do feel that ache of disconnection but after being burned ghosted or living in these fragmented transient environments the cost of reaching out starts to feel higher than the reward. Its not just distraction or convenience its a system thats slowly disincentivized real world interdependence"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946425215501717871) 2025-07-19 04:21:48 UTC 39.4K followers, XXX engagements


"No official confirmation yet but the scale ($52B) almost certainly points to either a sovereign wealth fund a large pension plan or a central bank reserve manager. Think: PIF (Saudi) GIC/Temasek (Singapore) CalPERS or even Norges. Moves like this are rarely about performance theyre usually driven by macro positioning shifts (e.g. FX hedging dollar de-risking) geopolitical pressure or a pivot toward private market exposure or hard assets. Could also be a quiet signal of stress or capital repatriation in anticipation of policy change. Worth watching if this is isolated or the start of a wave"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945214911128461662) 2025-07-15 20:12:29 UTC 39.4K followers, 1936 engagements


"When the BIS warns that stablecoins are a threat to financial stability what they are doing perhaps more explicitly than ever before is acknowledging that the very architecture of modern money is under threat. Not because stablecoins are inherently reckless or volatile but because they function as offshore monetary networks that replicate the utility of sovereign money while operating outside the control of central banks. That is the heart of the matter. Todays dominant stablecoins particularly those pegged to the U.S. dollar like USDC and Tether are not speculative fringe tools. They are now"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946398938795331867) 2025-07-19 02:37:24 UTC 39.6K followers, 55.4K engagements


"This charts a good reminder that sentiment rebounds have often lined up with strong market gains but youve got to think about the bigger picture. In most of these past cases (like 2009 or 2020) the Fed was cutting rates or doing QE and the government was pumping out fiscal support. Thats not where we are today. Rates are still high the Feds pulling back liquidity and Treasury is issuing debt like crazy into a market thats already stretched. So even if sentiment is bouncing the backdrop isnt as supportive as those other times. Plus just because people feel a little better doesnt mean theyre"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946674380936716506) 2025-07-19 20:51:54 UTC 39.6K followers, 38.1K engagements


"Were in the middle of a currency war. Not the kind fought through press conferences or emergency devaluations but a slow calculated battle using trade routes bond auctions FX channels and liquidity pressure points. The U.S. and China are both deploying tools to manipulate global flows. Most of the world doesnt see it yet because the tactics are subtle and spread out across different systems but the impact is converging fast. On the surface the dollar looks weak. The U.S. Dollar Index (DXY) is sitting at XXXXX near the bottom of its 52-week range. Many take this as a sign that the Fed is done"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947408173716951538) 2025-07-21 21:27:44 UTC 39.6K followers, 20.9K engagements


"Great chart from @benbrey. On the surface its just a breakdown of when U.S. debt matures but look closer and it tells a deeper more urgent story. Nearly $X trillion of Treasuries comes due in 2025 alone and over half of all U.S. debt rolls over within the next five years. That means the U.S. is constantly refinancing its debt in a world where rates are still high buyers are more selective and the Fed is no longer soaking up supply like it did during the QE era. The reverse repo facility is nearly drained and foreign demand isnt what it used to be. So the burden falls on private markets to"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946382289170206728) 2025-07-19 01:31:14 UTC 39.5K followers, 10.5K engagements


"Lesson on Currencies: Why the Dollar Rises (Even When You Think It Shouldnt) If youre new to currencies or macroeconomics heres one of the biggest mindset shifts to understand: currencies dont move based solely on whats happening inside one country. They move based on how that country looks compared to everyone else. That relative strength concept is the foundation for understanding why the U.S. dollar often behaves in ways that seem counterintuitive. A lot of people assume that when the Federal Reserve cuts interest rates the dollar must fall. And in a vacuum that makes sense lower rates"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945316667577524464) 2025-07-16 02:56:50 UTC 39.6K followers, 35.2K engagements


"This isnt Powell resigning far from it. Whats happening tomorrow is a major Federal Reserve event focused on rethinking how the biggest U.S. banks are regulated and how much capital they need to hold. Powells speech kicks things off but the real story is the full day of high-level panels and discussions with bank executives regulators and even tech leaders like Sam Altman from OpenAI. The Fed is clearly trying to modernize the whole system to prepare for a world shaped by AI digital finance and rising global risks. The morning starts with Powell giving a speech at 8:30 AM. Then through the"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947508252708680101) 2025-07-22 04:05:25 UTC 39.6K followers, 24.1K engagements


"If Trump signs an executive order to open up 401(k) access to crypto and gold it would be a strategic reframing of the U.S. retirement system as a geopolitical and generational capital allocator. On the surface it looks like financial inclusion or libertarian nods to freedom of choice. But deeper down this signals a shift in how Washington may start using retirement accounts as policy tools to channel capital into politically aligned asset classes outside of traditional equities and bonds. Its also a sharp rebuke to the current Department of Labor stance which has resisted allowing crypto in"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946011984840781942) 2025-07-18 00:59:46 UTC 39.5K followers, 22.8K engagements


"If the XX% tariff on Brazil actually goes into effect especially on high sensitivity exports like iron ore soybeans or beef it will begin a chain reaction that destabilizes Brazils internal balance and exposes its strategic overreach. The Brazilian real (BRL) would likely sell off aggressively triggering a spike in domestic inflation particularly in food and energy. The Central Bank of Brazil would be forced into a corner: either raise rates to defend the currency and suffocate domestic credit or let the BRL collapse further and risk a full blown inflationary spiral. Meanwhile capital"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1943116368850686014) 2025-07-10 01:13:38 UTC 39.6K followers, 55.1K engagements


"In a world of fractured liquidity regimes capital flight from weaker currencies and persistent yield differentials are quietly reasserting dollar dominance even as the Fed stands pat. This move reflects the market pricing in the structural scarcity of high quality collateral and the embedded leverage of a global system still wired to dollar liquidity. Watch closely: if DXY breaks XX with conviction the narrative of de-dollarization may face its most credible reversal yet"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945910640566063461) 2025-07-17 18:17:04 UTC 39.3K followers, 8771 engagements


"In that kind of setup U.S. Treasuries still play a key role as the core collateral for clearing trades during times of stress. Even if fewer countries want to hold them long-term they remain the anchor for global pricing. Gold becomes more strategically important again not for everyday transactions but as a way for countries to back credibility and hedge against the system without relying on the West. Bitcoin finds a role too mostly as an off ramp or hedge for individuals and countries facing currency instability but it doesnt become the main settlement layer. Its more of a pressure release"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1944197248750907858) 2025-07-13 00:48:40 UTC 39.4K followers, 3725 engagements


"The Fed reducing its bond position (QT) doesnt directly support fiscal largesse but it ironically forces the private sector to backstop it. When the Fed steps back someone has to absorb the avalanche of Treasury issuance like money market funds households dealers. That crowding out redirects capital toward deficits and away from productive lending. So even as the Fed tightens the fiscal machine keeps running now funded by draining private liquidity. Thats the paradox: QT indirectly enables fiscal dominance by making the system choose between recession or financing the government"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947117836780064944) 2025-07-21 02:14:02 UTC 39.4K followers, XXX engagements


"If stablecoins dont pay any interest people wont want to hold them especially with inflation eating away at their value. But if they do pay interest they start pulling money out of regular banks which threatens the whole banking model. Thats the catch. Either no one uses them or they end up draining the system we already have. And maybe thats actually the point. Maybe the goal isnt to protect the old system but to slowly move toward a new one where banks arent at the center anymore. When you really look at it it starts to feel like theyre trying to take down the current banking model in a"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1947051658753474727) 2025-07-20 21:51:04 UTC 39.4K followers, 1253 engagements


"This public statement from William J. Pulte Chairman of the Board of Fannie Mae and Freddie Mac welcoming the idea of Jerome Powells resignation is highly unusual and strategically revealing. Its rare for a GSE leader to comment so directly on Federal Reserve leadership let alone frame the Chairs potential departure as a turning point for the U.S. economy. But if Powell truly is considering stepping down this doesnt undercut the thesis that his high-rate policy was part of a broader geopolitical strategy it actually reinforces it. The thesis is straightforward but underappreciated: Powell"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1943770900395933908) 2025-07-11 20:34:30 UTC 39.4K followers, 80K engagements


"The last time we saw anything even remotely comparable was during the late 1990s dot-com bubble when retail speculation surged and derivatives began distorting underlying market behavior. But even then the structure was primitive by comparison it was slower less reflexive and largely disconnected from intraday mechanics. Whats happening now is unprecedented with nearly two thirds of SPX option volume is tied to zero day (0DTE) contracts meaning same day expiries are driving the majority of equity market flows. Real investing has been eclipsed by a new structure where intraday gamma flows not"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1946005968786985199) 2025-07-18 00:35:52 UTC 39.5K followers, 20.1K engagements


"This is about rerouting a tidal wave of captive capital trillions locked in 401(k)s into private markets that are increasingly illiquid overvalued and in desperate need of fresh inflows. Behind the populist framing lies a deeper truth: public markets are saturated institutional alpha is drying up and private equity firms are sitting on aging portfolios they cant exit without fresh retail money to take the baton. Opening 401(k)s to private investments under an executive order circumvents much of the traditional legislative oversight that would normally accompany such a structural shift. It"  
![@onechancefreedm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1448432122881101826.png) [@onechancefreedm](/creator/x/onechancefreedm) on [X](/post/tweet/1945321111794672070) 2025-07-16 03:14:30 UTC 39.6K followers, 54.8K engagements