[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.] #  @stevehou0 Steve Hou Steve Hou posts on X about fed, tariffs, powell, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::803639496386355200/interactions)  - X Week XXXXXXX +283% - X Month XXXXXXXXX +90% - X Months XXXXXXXXXX +8% - X Year XXXXXXXXXX +232% ### Mentions: XX [#](/creator/twitter::803639496386355200/posts_active)  - X Week XX -XXXX% - X Month XXX +113% - X Months XXX +47% - X Year XXXXX +34% ### Followers: XXXXXX [#](/creator/twitter::803639496386355200/followers)  - X Week XXXXXX +4.90% - X Month XXXXXX +7% - X Months XXXXXX +27% - X Year XXXXXX +48% ### CreatorRank: XXXXXX [#](/creator/twitter::803639496386355200/influencer_rank)  ### Social Influence [#](/creator/twitter::803639496386355200/influence) --- **Social category influence** [finance](/list/finance) #1346 [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [fed](/topic/fed) #63, [tariffs](/topic/tariffs) 5.52%, [powell](/topic/powell) #70, [stocks](/topic/stocks) #383, [rates](/topic/rates) #46, [happened](/topic/happened) 2.76%, [money](/topic/money) 2.07%, [inflation](/topic/inflation) 2.07%, [virtual](/topic/virtual) 2.07%, [jerome powell](/topic/jerome-powell) #104 **Top accounts mentioned or mentioned by** [@briangobosox](/creator/undefined) [@grok](/creator/undefined) [@revcap](/creator/undefined) [@realkunalashah](/creator/undefined) [@isaacjliu](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@sdav1986](/creator/undefined) [@glennluk](/creator/undefined) [@chamath](/creator/undefined) [@theallinpod](/creator/undefined) [@sonusvarghese](/creator/undefined) [@bradsetser](/creator/undefined) [@rev_cap](/creator/undefined) [@kingsepp](/creator/undefined) [@shinskysam](/creator/undefined) [@rabois](/creator/undefined) [@wabuffo](/creator/undefined) [@adectis](/creator/undefined) [@zenobcap](/creator/undefined) [@jbrukh](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Open Custody Protocol (OPEN)](/topic/$open) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Bitcoin (BTC)](/topic/bitcoin) [Palantir (PLTR)](/topic/$pltr) [WSB Coin (WSB)](/topic/wsb-coin) [BlackRock Inc (BLK)](/topic/blackrock) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) ### Top Social Posts [#](/creator/twitter::803639496386355200/posts) --- Top posts by engagements in the last XX hours "I thought RenTech/Simons used the Open State Space Markov Chain Smoking Model (OSSMCS)"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946991868388037054) 2025-07-20 17:53:29 UTC 30.6K followers, 3873 engagements "Celsius Fahrenheit. I'm sorry America. The civilized world has decided on this issue. I'm not going to learn a new random temperature system that doesn't even freeze at X and boil at XXX. Re-normalize and we can talk again. :)"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947712293300801690) 2025-07-22 17:36:12 UTC 30.6K followers, 20K engagements "Interesting perspective on arb opportunities in crypto from an ex-mid freq equity quant"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947439875088667026) 2025-07-21 23:33:42 UTC 30.6K followers, 3626 engagements "I don't really watch shows anymore. Not sure if it's an age thing or the age of times thing but shows or even movies just feel like a big emotional commitment. Much easier to watch some YT videos could be short cooking comedy sociopolitical stuff could long documentaries"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946604407677657505) 2025-07-19 16:13:51 UTC 30.6K followers, 6844 engagements "In this 2022 episode of odd lots @jason exuded confidence in Uber and predicted easy profitability. In a low rates env Uber was rewarded for growth not profits. Now they were so they just had to flip a switch. And they did and boom. h/t: @tracyalloway"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945879528087138351) 2025-07-17 16:13:26 UTC 30.6K followers, 56.6K engagements "@rev_cap @ezraklein @DKThomp In general we need more supply-side solutions while tempering financial leverage driven fake demand instead of just hammering aggregate demand all day long with expensive consumption credit"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947258890334122059) 2025-07-21 11:34:32 UTC 30.4K followers, XXX engagements "Some asked why I I wrote my initial reply to Chamath this or that way. Truth is I wrote it off the cuff so its not even a very good analysis of the trade. Others have written much better like below. Mine went viral mainly bc Chamaths reply to my reply mentioning the ISDA.😅"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947623979868721216) 2025-07-22 11:45:16 UTC 30.6K followers, 3348 engagements "Ten facts about Jerome Powell few know about"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947743117588758700) 2025-07-22 19:38:41 UTC 30.6K followers, 3349 engagements "@rabois What does the Fed have to do with $OPEN You mean it would help unlock the real estate market by cutting rates What if the long end rises in response"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947657683114324297) 2025-07-22 13:59:12 UTC 30.6K followers, 2274 engagements "How different is this from paying with credit cards using V/MA/Amex networks or ApplePay Does this simply avoid using a bank But one must pay with bank debit instead of credit What if the customers like the bank credit + rewards model under which merchants bear most cost"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947966608825364865) 2025-07-23 10:26:45 UTC 30.6K followers, 2279 engagements "@realKunalAShah @prewittse The admin explicitly and repeatedly said that foreigners pay the tariffs. Do you want me to look to video clips of Trump saying that"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947967360465350898) 2025-07-23 10:29:44 UTC 30.6K followers, XX engagements "One of my favorite economics papers. Fundamentally shaped the way I think about markets"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946896597297561663) 2025-07-20 11:34:55 UTC 30.6K followers, 270.7K engagements "Nice blog on AI context engineering which is a much better and accurate phrase than prompt engineering"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947621206360002646) 2025-07-22 11:34:15 UTC 30.6K followers, 2389 engagements "I just saw the text "stock fatigue" on BTV. Apparently stocks are tired Maybe it's time for some energy drinks How's $CELH doing these days Celsius also happens to be the correct universal scientific measure of temperature"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947735666961293406) 2025-07-22 19:09:04 UTC 30.6K followers, XXX engagements "They are really trying to bring down a Fed chair over a glorified home remodeling cost overrun scandal It's not like Powell got to hire his cousin as contractor or even gets to enjoy the new building when finished. He'll be retired before the project's finished"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947429210185994605) 2025-07-21 22:51:19 UTC 30.6K followers, 8577 engagements "Underneath the US dollar its a vast USD-denominated financial technology and services architecture which one needs the dollar to access. Just as one needs NVidia GPUs to use CUDA. The US dollar is a financial technology. Thats why trade and financial transactions are conducted in dollars bc its cheaper risk capital and convenient. Bitcoin by extension the crypto complex is a novel development as an alternative for a narrow but growing set of functions of the dollar. But even there very quickly USD stablecoins came online as a natural use case proving theres still vast unmet demand for access"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944032130754920946) 2025-07-12 13:52:32 UTC 30.6K followers, 5445 engagements "Agree or disagree with the current monetary policies which are decided by the FOMC as a group. Jerome Powell has performed honorable and commendable service to the country as Fed chair and is now taking a brave stand against the encroachment of monetary independence for sheer political convenience. Honorable leaders and public intellectuals rally around him for a matter of principle. Dishonorable hacks do the opposite in hope of some opportunistic gains for themselves"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947630562635575331) 2025-07-22 12:11:26 UTC 30.6K followers, 14.8K engagements "Short term pain long term gain is a very different policy sales pitch from foreigners will pay the tariffs. The admin could make the former pitch. But it chose not to and made the latter pitch instead. In fact it argued that foreigners may bear the cost via stronger USD. The opposite happened"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947964867282866602) 2025-07-23 10:19:50 UTC 30.6K followers, 5609 engagements "@briangobosox oh c'mon if Trump could legally remove Powell he would've already. This is 3D chess again"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947364170027921827) 2025-07-21 18:32:53 UTC 30.6K followers, XXX engagements "New paper argues that not only should the Fed "look through" tariff inflation it should optimally ease to counteract the recessionary impact of tariffs which "reduce inefficiently private incentives to consume imported goods"" I've not read the paper in details yet but my first question is if this advice is conditional in the macro condition in which tariffs are being applied"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1937946420104827163) 2025-06-25 18:50:06 UTC 30.6K followers, 3768 engagements "The US doesnt export the dollar. It exports financial and software technologies. The reason US assets are craved globally is multifaceted but primarily US-centric global financial architecture backed by US military and US tech innovation. Investors want exposure to financial and tech innovations and the US has been the only place to get it at scale and speed Perhaps this has come at the expense of lower end low margin manufacturing thats actually crucial for national security esp the production of advanced industrial components and key minerals. The US leaned into its comparative strength in"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1943979336345808986) 2025-07-12 10:22:45 UTC 30.6K followers, 83.6K engagements "@gdp1985 Are you sure Did you check on Gemini"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947338071629775068) 2025-07-21 16:49:10 UTC 30.6K followers, XXX engagements "@rabois Even if the long bond yields rise"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947657975071379908) 2025-07-22 14:00:21 UTC 30.6K followers, 2006 engagements "Im two bots away from back to 29k Cmon bots. Im a macro expert and love crypto. #macro #recession #btc #eth"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945845141039730915) 2025-07-17 13:56:48 UTC 30.5K followers, 1403 engagements "One of the smartest and kindest people I met at AQR was @sunnymbala. whose views Ive consistently enjoyed listening to. Btwn AQR and Citadel hes seen quant methods being applied from both quant and discretionary perspectives. An endlessly curious and flexible mind. He hasnt posted much but I hear hes about to and wants to become more active. Give him a follow 😊"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946567016065724646) 2025-07-19 13:45:16 UTC 30.6K followers, 1644 engagements "@briangobosox also do we know that tariffs will be high What if they get struck down by the courts as illegal as some seem to think is possible While I personally see the merit of looking through and cutting I can see why not cutting might make sense too. It's really the admin's own fault"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947381984730231065) 2025-07-21 19:43:40 UTC 30.6K followers, XXX engagements "On net Bessent is an honorable man and saner voice among top officials in the Trump admin. On several occasions hes reported to have brought us back from the brink of terrible policy decisions. The meritocratic and technocratic role of the Treasury Secretary is very underrated"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947643207824691622) 2025-07-22 13:01:40 UTC 30.6K followers, 4788 engagements "👀 For those that want to understand what happened to Palantir $PLTR"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945872797026177103) 2025-07-17 15:46:42 UTC 30.6K followers, 10.4K engagements "@briangobosox Why would the Fed accommodate the WH creating a severe supply shock No rate cuts the WH's capacity to use tariffs as a negotiating tool is also constrained"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947381080442737029) 2025-07-21 19:40:04 UTC 30.6K followers, XXX engagements "@zoomyzoomm Id invest in GOOG for its continued core resilience and AI sooner than Waymo tbh. Id avoid BIDU"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947105208636514542) 2025-07-21 01:23:51 UTC 30.6K followers, XXX engagements "I'm a simple man. When weather is nice in NYC I buy some US stocks. Today is XX degrees "feels like 25" cool dry and sunny. 😎📈 Weather looks good this week until Friday anyway"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947711320566206478) 2025-07-22 17:32:20 UTC 30.6K followers, 19.3K engagements "Overall net tariffs may well be deflationary bc its a net and regressive tax that discourages imports incl intermediate goods so in that sense its possible overall demand is lower. Also the US economy was already slowing so this tax slows it further. But theres no intentionally consistent intellectual framework/model that says tariffs lead to lower prices over the long run bc of efficiency gains. You are putting on a constraint The goalpost moving nature of the tariff advocates is quite apparent. The reality is that they want less trade and are willing to impose a cost on the consumers in"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947970248419787126) 2025-07-23 10:41:13 UTC 30.6K followers, XX engagements "Nevertheless going for a *jog* however slow will still be good for both your physical and mental health"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947424669822554387) 2025-07-21 22:33:17 UTC 30.6K followers, 3120 engagements "@sdav1986 Rome isnt built in a day. Patience"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946926568627958152) 2025-07-20 13:34:00 UTC 30.6K followers, XXX engagements "@zoomyzoomm If you are bullish on autonomous driving as a business you should just invest in TSLA. AD is a solved problem with FSD"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947100984645177395) 2025-07-21 01:07:04 UTC 30.6K followers, XXX engagements "I think a key challenge with the Powell struggle is that the supporters of President Trump even the well educated smart non-finance tech bros seem convinced that the Fed cutting rates equals rates falling across maturities. That a stubborn Fed is the only force holding rates up. Thats just not true. The Fed isnt the reason why 30y is at 5%. Fiscal policy is. But such nuances are really difficult to convey esp in a highly politically charged environment with very little mutual trust for good faith debates"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947660463325528141) 2025-07-22 14:10:14 UTC 30.6K followers, 62.6K engagements "Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET Ill present The Reformers: an earnings inflection strategy -- how beaten-down money-losing companies can turn into big winners. 😄 Register free"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945591768503742735) 2025-07-16 21:09:59 UTC 30.6K followers, 161.1K engagements "@gnoble79 I was in school. As a Wall Street veteran during the Dotcom Bubble can you attest that the Dotcom Bubble was substantially crazier than what we are seeing today"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946919230303076696) 2025-07-20 13:04:51 UTC 30.6K followers, XXX engagements "@viscondegrego Exactly. Civilization is a transition from being mostly outdoors to mostly indoors"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947713629723267314) 2025-07-22 17:41:30 UTC 30.6K followers, XXX engagements "The power of US dollar as a financial technology. Remember @JeffBezos said to @andrewrsorkin at last year's @dealbook summit: "The key reason why the USA has so much entrepreneurial success is that the country has the best risk capital where founders can raise $XX million even if their business has only a XX% chance of succeeding.""  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944053335939584140) 2025-07-12 15:16:48 UTC 30.6K followers, 4915 engagements "Sorry. I didn't mean long yields rose last year after the Sep cuts bc of fiscal policy. It was due to the reasons you laid out that the Fed (and the rest of us) got fooled by a growth scare as evidenced by the plunging 10y. I was more speaking of the rising long yields since the passage of OBBB. Again evidence is thin and not definitive. Different theories abound. I've also said repeatedly that I expect bond yields to fall first before rising bc the cyclical (slowing economy) always beats the secular (unsustainable fiscal outlook)"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947680710887698479) 2025-07-22 15:30:42 UTC 30.6K followers, 1169 engagements "I think HOOD pricing in a lot of where the future of AUC is going. RH has moved significantly beyond degen trading by small retail accounts on WSB. COIN is likely pricing in a future with a lot more crypto trading for which it is the custodial service provider. IBIT is more profitable for BlackRock than its S&P500 ETF. That says a lot I think no commentary on whether the valuations are right"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944033796363255985) 2025-07-12 13:59:10 UTC 30.6K followers, XXX engagements "Woke up to being called incredibly unsophisticated by the Dictator"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947262100134338825) 2025-07-21 11:47:17 UTC 30.6K followers, 184.5K engagements "@realKunalAShah Its a lie thats so easily and directly contradicted by nonpartisan empirical facts though. Corporate financial statements of all US public companies that do imports. I fail to see how this is good politics"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947967079685960187) 2025-07-23 10:28:37 UTC 30.6K followers, XXX engagements "@briangobosox Now imagine if one of the next couple inflation prints are hot who would bear the blame"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947371223685460011) 2025-07-21 19:00:54 UTC 30.6K followers, XXX engagements "Great thread and a cautionary warning for those that based their analysis and reasoning on simplistic national accounting over economic modeling even mentally One ends up making unintentional assumptions about endogenous equilibrium variables and drawing false conclusions"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947958588044882141) 2025-07-23 09:54:53 UTC 30.6K followers, 3291 engagements "Nevertheless going for a log however slow will still be good for both your physical and mental health"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947422538432450798) 2025-07-21 22:24:49 UTC 30.6K followers, 1573 engagements "👀 @elonmusk seemingly endorses @GavinSBakers very interesting idea of Apple+xAI partnership. Apple has a top distribution network (iPhone users) bar none but no credible AI solutions. They missed train started late continued to face delays. I was expecting them to acquire a top AI lab a year ago. Alas they seemed to want to do it in-house which is vintage Apple but also proving very difficult so far. Foundational models are not commoditized after all. xAI on the other hand is easily one of the top AI models but similarly suffers from a late start hence falling behind ChatGPT and from Elons"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946892643276927209) 2025-07-20 11:19:12 UTC 30.6K followers, 9025 engagements "Fascinating new article from my colleague Justina Lee as usual. This time on how investors are shedding their significantly appreciated shares without incurring capital gains taxes through seeding ETFs via an obscure and perfectly legal "351 conversion" rule"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947709617309360346) 2025-07-22 17:25:34 UTC 30.6K followers, 7107 engagements "@briangobosox And thats why theres a lot of uncertainty over tariffs and the case for wait and see. I was on team cutting. Now Im not so sure given the way the admin is behaving. Cutting now gives admin extra tariff policy space that they otherwise wouldnt have had"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947388520550830267) 2025-07-21 20:09:38 UTC 30.6K followers, XXX engagements "Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945838996682080438) 2025-07-17 13:32:23 UTC 30.6K followers, 4173 engagements "@chamath @theallinpod Sorry I thought it was a trade recommended to the All In podcast audience. Given that its the number X podcast with maybe hundreds of millions of listeners worldwide I just assumed the vast majority doesnt have ISDA or cheap/free leverage to put into such a trade"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947262811517624823) 2025-07-21 11:50:07 UTC 30.6K followers, 86.7K engagements "Yea that seems to be the consensus cautious view. I think AI narrative will dominate Trump. There's just too much uncertainty in the form of upside risk. Combine that with the crypto stuff riding on more fundamental catalysts like tokenization and stablecoins. All the President's kids are involved and clearly want this to go up. I actually struggle to see how we don't get a repeat of DotCom"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946921814111973575) 2025-07-20 13:15:07 UTC 30.6K followers, XX engagements "@rev_cap Did you underestimate their pension and SS and they overestimate their home value"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946988596428226918) 2025-07-20 17:40:29 UTC 30.6K followers, 2017 engagements "Wow Wyoming is really nice this time of the year 😍"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946627066427789697) 2025-07-19 17:43:53 UTC 30.6K followers, 35.9K engagements "Chris Waller is actively and openly campaigning for the Fed Chair job. All things considered I think that's a very good thing. I hope he gets it. He's clearly the best candidate of all the major options being floated"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946194502877598153) 2025-07-18 13:05:02 UTC 30.6K followers, 18.6K engagements "👀 An American financial innovation happened in Europe first"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1939790844523127192) 2025-06-30 20:59:11 UTC 30.6K followers, 81.5K engagements "@rev_cap @ezraklein @DKThomp Trump's base isn't in the cities so he doesn't really care about this issue Housing supply in NYC is a liberal issue. But I agree with you that this should be a good policy for Dems to pursue"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947257900495221157) 2025-07-21 11:30:36 UTC 30.6K followers, XXX engagements "Ironically the way long term bond yields reacted (and the subsequent inflation and growth news) to the rate cuts last fall is an important reason why the Fed is nervous about cutting prematurely now. Here's my review of the sequence of events last fall:"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947705310283764122) 2025-07-22 17:08:27 UTC 30.6K followers, 2005 engagements "Did AI really win an Olympiad gold medal though"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946719168432136416) 2025-07-19 23:49:52 UTC 30.6K followers, 7837 engagements "@GreenZenForest @Citrini7 @agnostoxxx @PauloMacro @Globalflows @AuclairCapital @eliant_capital @nope_its_lily @pennycheck @iv_technicals Short bond long gold. Id keep it simple and shrink the set of instruments towards the most effective by looking at Weds event study as closely as possible"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946145794643370151) 2025-07-18 09:51:29 UTC 30.6K followers, XX engagements "@zoomyzoomm Does GOOG make any money from Waymo"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947098743846658320) 2025-07-21 00:58:10 UTC 30.6K followers, XXX engagements "@atlas_invst Trust me the following is true of celsius too "0 deg = cold as shit XXX deg = hot as shit""  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947716087140729166) 2025-07-22 17:51:16 UTC 30.6K followers, XXX engagements "Incredibly sophisticated take. I def didnt see this one coming but prob shouldve. Powell for Pulte. Great trade Sharpe Gotta lever it up Bill Pulte is rich enough to have an ISDA and can put $5-10 trillion on each side of the Feds balance sheet when the time comes"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947992163301683251) 2025-07-23 12:08:18 UTC 30.6K followers, 1237 engagements "@chamath @theallinpod Um Annualized Return: XXXX% (from the long SPY short Mag7 XXX% return over X months and XX days annualized with compounding). 1-Year Risk-Free Rate (Jan 2025): 4.3%"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947067875098792239) 2025-07-20 22:55:30 UTC 30.6K followers, 224.5K engagements "USD has been appreciating against Japanese Yen Korean Won and Brazilian Real since the announcements of surprise higher tariff rates than expected affirming the more classical effects of tariffs on FX rates. Will it continue"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1943090533712433445) 2025-07-09 23:30:58 UTC 30.6K followers, 3294 engagements
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@stevehou0 Steve Hou
Steve Hou posts on X about fed, tariffs, powell, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +283%
- X Month XXXXXXXXX +90%
- X Months XXXXXXXXXX +8%
- X Year XXXXXXXXXX +232%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX +113%
- X Months XXX +47%
- X Year XXXXX +34%
Followers: XXXXXX #
- X Week XXXXXX +4.90%
- X Month XXXXXX +7%
- X Months XXXXXX +27%
- X Year XXXXXX +48%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance #1346 stocks XXXX% technology brands XXXX% cryptocurrencies XXXX% currencies XXXX% countries XXXX% travel destinations XXXX% automotive brands XXXX% celebrities XXXX%
Social topic influence fed #63, tariffs 5.52%, powell #70, stocks #383, rates #46, happened 2.76%, money 2.07%, inflation 2.07%, virtual 2.07%, jerome powell #104
Top accounts mentioned or mentioned by @briangobosox @grok @revcap @realkunalashah @isaacjliu @zoomyzoomm @sdav1986 @glennluk @chamath @theallinpod @sonusvarghese @bradsetser @rev_cap @kingsepp @shinskysam @rabois @wabuffo @adectis @zenobcap @jbrukh
Top assets mentioned Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Open Custody Protocol (OPEN) Celsius Holdings, Inc. Common Stock (CELH) Bitcoin (BTC) Palantir (PLTR) WSB Coin (WSB) BlackRock Inc (BLK) Robinhood Markets, Inc. (HOOD)
Top Social Posts #
Top posts by engagements in the last XX hours
"I thought RenTech/Simons used the Open State Space Markov Chain Smoking Model (OSSMCS)"
@stevehou0 on X 2025-07-20 17:53:29 UTC 30.6K followers, 3873 engagements
"Celsius Fahrenheit. I'm sorry America. The civilized world has decided on this issue. I'm not going to learn a new random temperature system that doesn't even freeze at X and boil at XXX. Re-normalize and we can talk again. :)" @stevehou0 on X 2025-07-22 17:36:12 UTC 30.6K followers, 20K engagements
"Interesting perspective on arb opportunities in crypto from an ex-mid freq equity quant" @stevehou0 on X 2025-07-21 23:33:42 UTC 30.6K followers, 3626 engagements
"I don't really watch shows anymore. Not sure if it's an age thing or the age of times thing but shows or even movies just feel like a big emotional commitment. Much easier to watch some YT videos could be short cooking comedy sociopolitical stuff could long documentaries" @stevehou0 on X 2025-07-19 16:13:51 UTC 30.6K followers, 6844 engagements
"In this 2022 episode of odd lots @jason exuded confidence in Uber and predicted easy profitability. In a low rates env Uber was rewarded for growth not profits. Now they were so they just had to flip a switch. And they did and boom. h/t: @tracyalloway" @stevehou0 on X 2025-07-17 16:13:26 UTC 30.6K followers, 56.6K engagements
"@rev_cap @ezraklein @DKThomp In general we need more supply-side solutions while tempering financial leverage driven fake demand instead of just hammering aggregate demand all day long with expensive consumption credit" @stevehou0 on X 2025-07-21 11:34:32 UTC 30.4K followers, XXX engagements
"Some asked why I I wrote my initial reply to Chamath this or that way. Truth is I wrote it off the cuff so its not even a very good analysis of the trade. Others have written much better like below. Mine went viral mainly bc Chamaths reply to my reply mentioning the ISDA.😅" @stevehou0 on X 2025-07-22 11:45:16 UTC 30.6K followers, 3348 engagements
"Ten facts about Jerome Powell few know about" @stevehou0 on X 2025-07-22 19:38:41 UTC 30.6K followers, 3349 engagements
"@rabois What does the Fed have to do with $OPEN You mean it would help unlock the real estate market by cutting rates What if the long end rises in response" @stevehou0 on X 2025-07-22 13:59:12 UTC 30.6K followers, 2274 engagements
"How different is this from paying with credit cards using V/MA/Amex networks or ApplePay Does this simply avoid using a bank But one must pay with bank debit instead of credit What if the customers like the bank credit + rewards model under which merchants bear most cost" @stevehou0 on X 2025-07-23 10:26:45 UTC 30.6K followers, 2279 engagements
"@realKunalAShah @prewittse The admin explicitly and repeatedly said that foreigners pay the tariffs. Do you want me to look to video clips of Trump saying that" @stevehou0 on X 2025-07-23 10:29:44 UTC 30.6K followers, XX engagements
"One of my favorite economics papers. Fundamentally shaped the way I think about markets" @stevehou0 on X 2025-07-20 11:34:55 UTC 30.6K followers, 270.7K engagements
"Nice blog on AI context engineering which is a much better and accurate phrase than prompt engineering" @stevehou0 on X 2025-07-22 11:34:15 UTC 30.6K followers, 2389 engagements
"I just saw the text "stock fatigue" on BTV. Apparently stocks are tired Maybe it's time for some energy drinks How's $CELH doing these days Celsius also happens to be the correct universal scientific measure of temperature" @stevehou0 on X 2025-07-22 19:09:04 UTC 30.6K followers, XXX engagements
"They are really trying to bring down a Fed chair over a glorified home remodeling cost overrun scandal It's not like Powell got to hire his cousin as contractor or even gets to enjoy the new building when finished. He'll be retired before the project's finished" @stevehou0 on X 2025-07-21 22:51:19 UTC 30.6K followers, 8577 engagements
"Underneath the US dollar its a vast USD-denominated financial technology and services architecture which one needs the dollar to access. Just as one needs NVidia GPUs to use CUDA. The US dollar is a financial technology. Thats why trade and financial transactions are conducted in dollars bc its cheaper risk capital and convenient. Bitcoin by extension the crypto complex is a novel development as an alternative for a narrow but growing set of functions of the dollar. But even there very quickly USD stablecoins came online as a natural use case proving theres still vast unmet demand for access" @stevehou0 on X 2025-07-12 13:52:32 UTC 30.6K followers, 5445 engagements
"Agree or disagree with the current monetary policies which are decided by the FOMC as a group. Jerome Powell has performed honorable and commendable service to the country as Fed chair and is now taking a brave stand against the encroachment of monetary independence for sheer political convenience. Honorable leaders and public intellectuals rally around him for a matter of principle. Dishonorable hacks do the opposite in hope of some opportunistic gains for themselves" @stevehou0 on X 2025-07-22 12:11:26 UTC 30.6K followers, 14.8K engagements
"Short term pain long term gain is a very different policy sales pitch from foreigners will pay the tariffs. The admin could make the former pitch. But it chose not to and made the latter pitch instead. In fact it argued that foreigners may bear the cost via stronger USD. The opposite happened" @stevehou0 on X 2025-07-23 10:19:50 UTC 30.6K followers, 5609 engagements
"@briangobosox oh c'mon if Trump could legally remove Powell he would've already. This is 3D chess again" @stevehou0 on X 2025-07-21 18:32:53 UTC 30.6K followers, XXX engagements
"New paper argues that not only should the Fed "look through" tariff inflation it should optimally ease to counteract the recessionary impact of tariffs which "reduce inefficiently private incentives to consume imported goods"" I've not read the paper in details yet but my first question is if this advice is conditional in the macro condition in which tariffs are being applied" @stevehou0 on X 2025-06-25 18:50:06 UTC 30.6K followers, 3768 engagements
"The US doesnt export the dollar. It exports financial and software technologies. The reason US assets are craved globally is multifaceted but primarily US-centric global financial architecture backed by US military and US tech innovation. Investors want exposure to financial and tech innovations and the US has been the only place to get it at scale and speed Perhaps this has come at the expense of lower end low margin manufacturing thats actually crucial for national security esp the production of advanced industrial components and key minerals. The US leaned into its comparative strength in" @stevehou0 on X 2025-07-12 10:22:45 UTC 30.6K followers, 83.6K engagements
"@gdp1985 Are you sure Did you check on Gemini" @stevehou0 on X 2025-07-21 16:49:10 UTC 30.6K followers, XXX engagements
"@rabois Even if the long bond yields rise" @stevehou0 on X 2025-07-22 14:00:21 UTC 30.6K followers, 2006 engagements
"Im two bots away from back to 29k Cmon bots. Im a macro expert and love crypto. #macro #recession #btc #eth" @stevehou0 on X 2025-07-17 13:56:48 UTC 30.5K followers, 1403 engagements
"One of the smartest and kindest people I met at AQR was @sunnymbala. whose views Ive consistently enjoyed listening to. Btwn AQR and Citadel hes seen quant methods being applied from both quant and discretionary perspectives. An endlessly curious and flexible mind. He hasnt posted much but I hear hes about to and wants to become more active. Give him a follow 😊" @stevehou0 on X 2025-07-19 13:45:16 UTC 30.6K followers, 1644 engagements
"@briangobosox also do we know that tariffs will be high What if they get struck down by the courts as illegal as some seem to think is possible While I personally see the merit of looking through and cutting I can see why not cutting might make sense too. It's really the admin's own fault" @stevehou0 on X 2025-07-21 19:43:40 UTC 30.6K followers, XXX engagements
"On net Bessent is an honorable man and saner voice among top officials in the Trump admin. On several occasions hes reported to have brought us back from the brink of terrible policy decisions. The meritocratic and technocratic role of the Treasury Secretary is very underrated" @stevehou0 on X 2025-07-22 13:01:40 UTC 30.6K followers, 4788 engagements
"👀 For those that want to understand what happened to Palantir $PLTR" @stevehou0 on X 2025-07-17 15:46:42 UTC 30.6K followers, 10.4K engagements
"@briangobosox Why would the Fed accommodate the WH creating a severe supply shock No rate cuts the WH's capacity to use tariffs as a negotiating tool is also constrained" @stevehou0 on X 2025-07-21 19:40:04 UTC 30.6K followers, XXX engagements
"@zoomyzoomm Id invest in GOOG for its continued core resilience and AI sooner than Waymo tbh. Id avoid BIDU" @stevehou0 on X 2025-07-21 01:23:51 UTC 30.6K followers, XXX engagements
"I'm a simple man. When weather is nice in NYC I buy some US stocks. Today is XX degrees "feels like 25" cool dry and sunny. 😎📈 Weather looks good this week until Friday anyway" @stevehou0 on X 2025-07-22 17:32:20 UTC 30.6K followers, 19.3K engagements
"Overall net tariffs may well be deflationary bc its a net and regressive tax that discourages imports incl intermediate goods so in that sense its possible overall demand is lower. Also the US economy was already slowing so this tax slows it further. But theres no intentionally consistent intellectual framework/model that says tariffs lead to lower prices over the long run bc of efficiency gains. You are putting on a constraint The goalpost moving nature of the tariff advocates is quite apparent. The reality is that they want less trade and are willing to impose a cost on the consumers in" @stevehou0 on X 2025-07-23 10:41:13 UTC 30.6K followers, XX engagements
"Nevertheless going for a jog however slow will still be good for both your physical and mental health" @stevehou0 on X 2025-07-21 22:33:17 UTC 30.6K followers, 3120 engagements
"@sdav1986 Rome isnt built in a day. Patience" @stevehou0 on X 2025-07-20 13:34:00 UTC 30.6K followers, XXX engagements
"@zoomyzoomm If you are bullish on autonomous driving as a business you should just invest in TSLA. AD is a solved problem with FSD" @stevehou0 on X 2025-07-21 01:07:04 UTC 30.6K followers, XXX engagements
"I think a key challenge with the Powell struggle is that the supporters of President Trump even the well educated smart non-finance tech bros seem convinced that the Fed cutting rates equals rates falling across maturities. That a stubborn Fed is the only force holding rates up. Thats just not true. The Fed isnt the reason why 30y is at 5%. Fiscal policy is. But such nuances are really difficult to convey esp in a highly politically charged environment with very little mutual trust for good faith debates" @stevehou0 on X 2025-07-22 14:10:14 UTC 30.6K followers, 62.6K engagements
"Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET Ill present The Reformers: an earnings inflection strategy -- how beaten-down money-losing companies can turn into big winners. 😄 Register free" @stevehou0 on X 2025-07-16 21:09:59 UTC 30.6K followers, 161.1K engagements
"@gnoble79 I was in school. As a Wall Street veteran during the Dotcom Bubble can you attest that the Dotcom Bubble was substantially crazier than what we are seeing today" @stevehou0 on X 2025-07-20 13:04:51 UTC 30.6K followers, XXX engagements
"@viscondegrego Exactly. Civilization is a transition from being mostly outdoors to mostly indoors" @stevehou0 on X 2025-07-22 17:41:30 UTC 30.6K followers, XXX engagements
"The power of US dollar as a financial technology. Remember @JeffBezos said to @andrewrsorkin at last year's @dealbook summit: "The key reason why the USA has so much entrepreneurial success is that the country has the best risk capital where founders can raise $XX million even if their business has only a XX% chance of succeeding."" @stevehou0 on X 2025-07-12 15:16:48 UTC 30.6K followers, 4915 engagements
"Sorry. I didn't mean long yields rose last year after the Sep cuts bc of fiscal policy. It was due to the reasons you laid out that the Fed (and the rest of us) got fooled by a growth scare as evidenced by the plunging 10y. I was more speaking of the rising long yields since the passage of OBBB. Again evidence is thin and not definitive. Different theories abound. I've also said repeatedly that I expect bond yields to fall first before rising bc the cyclical (slowing economy) always beats the secular (unsustainable fiscal outlook)" @stevehou0 on X 2025-07-22 15:30:42 UTC 30.6K followers, 1169 engagements
"I think HOOD pricing in a lot of where the future of AUC is going. RH has moved significantly beyond degen trading by small retail accounts on WSB. COIN is likely pricing in a future with a lot more crypto trading for which it is the custodial service provider. IBIT is more profitable for BlackRock than its S&P500 ETF. That says a lot I think no commentary on whether the valuations are right" @stevehou0 on X 2025-07-12 13:59:10 UTC 30.6K followers, XXX engagements
"Woke up to being called incredibly unsophisticated by the Dictator" @stevehou0 on X 2025-07-21 11:47:17 UTC 30.6K followers, 184.5K engagements
"@realKunalAShah Its a lie thats so easily and directly contradicted by nonpartisan empirical facts though. Corporate financial statements of all US public companies that do imports. I fail to see how this is good politics" @stevehou0 on X 2025-07-23 10:28:37 UTC 30.6K followers, XXX engagements
"@briangobosox Now imagine if one of the next couple inflation prints are hot who would bear the blame" @stevehou0 on X 2025-07-21 19:00:54 UTC 30.6K followers, XXX engagements
"Great thread and a cautionary warning for those that based their analysis and reasoning on simplistic national accounting over economic modeling even mentally One ends up making unintentional assumptions about endogenous equilibrium variables and drawing false conclusions" @stevehou0 on X 2025-07-23 09:54:53 UTC 30.6K followers, 3291 engagements
"Nevertheless going for a log however slow will still be good for both your physical and mental health" @stevehou0 on X 2025-07-21 22:24:49 UTC 30.6K followers, 1573 engagements
"👀 @elonmusk seemingly endorses @GavinSBakers very interesting idea of Apple+xAI partnership. Apple has a top distribution network (iPhone users) bar none but no credible AI solutions. They missed train started late continued to face delays. I was expecting them to acquire a top AI lab a year ago. Alas they seemed to want to do it in-house which is vintage Apple but also proving very difficult so far. Foundational models are not commoditized after all. xAI on the other hand is easily one of the top AI models but similarly suffers from a late start hence falling behind ChatGPT and from Elons" @stevehou0 on X 2025-07-20 11:19:12 UTC 30.6K followers, 9025 engagements
"Fascinating new article from my colleague Justina Lee as usual. This time on how investors are shedding their significantly appreciated shares without incurring capital gains taxes through seeding ETFs via an obscure and perfectly legal "351 conversion" rule" @stevehou0 on X 2025-07-22 17:25:34 UTC 30.6K followers, 7107 engagements
"@briangobosox And thats why theres a lot of uncertainty over tariffs and the case for wait and see. I was on team cutting. Now Im not so sure given the way the admin is behaving. Cutting now gives admin extra tariff policy space that they otherwise wouldnt have had" @stevehou0 on X 2025-07-21 20:09:38 UTC 30.6K followers, XXX engagements
"Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free" @stevehou0 on X 2025-07-17 13:32:23 UTC 30.6K followers, 4173 engagements
"@chamath @theallinpod Sorry I thought it was a trade recommended to the All In podcast audience. Given that its the number X podcast with maybe hundreds of millions of listeners worldwide I just assumed the vast majority doesnt have ISDA or cheap/free leverage to put into such a trade" @stevehou0 on X 2025-07-21 11:50:07 UTC 30.6K followers, 86.7K engagements
"Yea that seems to be the consensus cautious view. I think AI narrative will dominate Trump. There's just too much uncertainty in the form of upside risk. Combine that with the crypto stuff riding on more fundamental catalysts like tokenization and stablecoins. All the President's kids are involved and clearly want this to go up. I actually struggle to see how we don't get a repeat of DotCom" @stevehou0 on X 2025-07-20 13:15:07 UTC 30.6K followers, XX engagements
"@rev_cap Did you underestimate their pension and SS and they overestimate their home value" @stevehou0 on X 2025-07-20 17:40:29 UTC 30.6K followers, 2017 engagements
"Wow Wyoming is really nice this time of the year 😍" @stevehou0 on X 2025-07-19 17:43:53 UTC 30.6K followers, 35.9K engagements
"Chris Waller is actively and openly campaigning for the Fed Chair job. All things considered I think that's a very good thing. I hope he gets it. He's clearly the best candidate of all the major options being floated" @stevehou0 on X 2025-07-18 13:05:02 UTC 30.6K followers, 18.6K engagements
"👀 An American financial innovation happened in Europe first" @stevehou0 on X 2025-06-30 20:59:11 UTC 30.6K followers, 81.5K engagements
"@rev_cap @ezraklein @DKThomp Trump's base isn't in the cities so he doesn't really care about this issue Housing supply in NYC is a liberal issue. But I agree with you that this should be a good policy for Dems to pursue" @stevehou0 on X 2025-07-21 11:30:36 UTC 30.6K followers, XXX engagements
"Ironically the way long term bond yields reacted (and the subsequent inflation and growth news) to the rate cuts last fall is an important reason why the Fed is nervous about cutting prematurely now. Here's my review of the sequence of events last fall:" @stevehou0 on X 2025-07-22 17:08:27 UTC 30.6K followers, 2005 engagements
"Did AI really win an Olympiad gold medal though" @stevehou0 on X 2025-07-19 23:49:52 UTC 30.6K followers, 7837 engagements
"@GreenZenForest @Citrini7 @agnostoxxx @PauloMacro @Globalflows @AuclairCapital @eliant_capital @nope_its_lily @pennycheck @iv_technicals Short bond long gold. Id keep it simple and shrink the set of instruments towards the most effective by looking at Weds event study as closely as possible" @stevehou0 on X 2025-07-18 09:51:29 UTC 30.6K followers, XX engagements
"@zoomyzoomm Does GOOG make any money from Waymo" @stevehou0 on X 2025-07-21 00:58:10 UTC 30.6K followers, XXX engagements
"@atlas_invst Trust me the following is true of celsius too "0 deg = cold as shit XXX deg = hot as shit"" @stevehou0 on X 2025-07-22 17:51:16 UTC 30.6K followers, XXX engagements
"Incredibly sophisticated take. I def didnt see this one coming but prob shouldve. Powell for Pulte. Great trade Sharpe Gotta lever it up Bill Pulte is rich enough to have an ISDA and can put $5-10 trillion on each side of the Feds balance sheet when the time comes" @stevehou0 on X 2025-07-23 12:08:18 UTC 30.6K followers, 1237 engagements
"@chamath @theallinpod Um Annualized Return: XXXX% (from the long SPY short Mag7 XXX% return over X months and XX days annualized with compounding). 1-Year Risk-Free Rate (Jan 2025): 4.3%" @stevehou0 on X 2025-07-20 22:55:30 UTC 30.6K followers, 224.5K engagements
"USD has been appreciating against Japanese Yen Korean Won and Brazilian Real since the announcements of surprise higher tariff rates than expected affirming the more classical effects of tariffs on FX rates. Will it continue" @stevehou0 on X 2025-07-09 23:30:58 UTC 30.6K followers, 3294 engagements