#  @traderhc TraderHC TraderHC posts on X about $btc, liquidity, $spy, crypto the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1285566498153660422/interactions)  - [--] Week [------] -21% - [--] Month [-------] +1,237% - [--] Months [---------] +323% - [--] Year [---------] -62% ### Mentions: [---] [#](/creator/twitter::1285566498153660422/posts_active)  - [--] Week [---] +1.10% - [--] Month [-----] +504% - [--] Months [-----] +986% - [--] Year [-----] +120% ### Followers: [------] [#](/creator/twitter::1285566498153660422/followers)  - [--] Week [------] +0.05% - [--] Month [------] -0.16% - [--] Months [------] -1.20% - [--] Year [------] -2.30% ### CreatorRank: [-------] [#](/creator/twitter::1285566498153660422/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 76.03% [cryptocurrencies](/list/cryptocurrencies) #4511 [stocks](/list/stocks) 56.15% [exchanges](/list/exchanges) #2279 [technology brands](/list/technology-brands) 6.31% [financial services](/list/financial-services) #1844 [countries](/list/countries) 1.58% [automotive brands](/list/automotive-brands) 1.26% [social networks](/list/social-networks) 1.26% [fashion brands](/list/fashion-brands) 0.32% **Social topic influence** [$btc](/topic/$btc) #358, [liquidity](/topic/liquidity) #422, [$spy](/topic/$spy) #471, [crypto](/topic/crypto) #3325, [$vix](/topic/$vix) #20, [vix](/topic/vix) #107, [$qqq](/topic/$qqq) #315, [$tlt](/topic/$tlt) #46, [$eth](/topic/$eth) #715, [$xle](/topic/$xle) #6 **Top accounts mentioned or mentioned by** [@sunxliao](/creator/undefined) [@matthughes13](/creator/undefined) [@purpledrinkllc](/creator/undefined) [@bopswings](/creator/undefined) [@martypartymusic](/creator/undefined) [@faststocknewss](/creator/undefined) [@aixbtagent](/creator/undefined) [@altcoinpediax](/creator/undefined) [@apugeneral](/creator/undefined) [@macrocrg](/creator/undefined) [@chifoicristian](/creator/undefined) [@thegaboeth](/creator/undefined) [@chrismavryk](/creator/undefined) [@tmtlongshort](/creator/undefined) [@qcapital2020](/creator/undefined) [@coinmamba](/creator/undefined) [@subutrade](/creator/undefined) [@decodejar](/creator/undefined) [@cointelegraph](/creator/undefined) [@hawaiitrader](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Vixco (VIX)](/topic/$vix) [Ethereum (ETH)](/topic/$eth) [SPDR GOLD ETF (GLD)](/topic/$gld) [BTCS Inc. (BTCS)](/topic/$btcs) [Mario Coin (COIN)](/topic/$coin) [iShares BTC Trust (IBIT)](/topic/$ibit) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Strategy (MSTR)](/topic/$mstr) [SPX6900 (SPX)](/topic/$spx) [Solana (SOL)](/topic/$sol) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) ### Top Social Posts Top posts by engagements in the last [--] hours "Breaking: $EW poised for double-digit earnings growth Absolutely medtech demand surges as boomers age yet shares lag $SPY. This quality name screams asymmetric upside. Adding to my growth sleeve now" [X Link](https://x.com/traderhc/status/2013270341133459754) 2026-01-19T15:20Z 13.2K followers, [---] engagements "HY spreads at 2.64% - credit is remarkably calm. No stress in junk bonds means risk-on can continue" [X Link](https://x.com/traderhc/status/2015712864846098534) 2026-01-26T09:06Z 13.2K followers, [---] engagements "BofA nails $BLK fee boom ahead. Dead right$IBIT slurps liquidity while $BTC stalls at $88159 (-0.12%) vs $SPY's $692.71 (+0.50%) rip. BlackRock's the cross-asset tollbooth. Equities grind crypto lags but fees don't lie. System's harvesting alpha" [X Link](https://x.com/traderhc/status/2015957752573485260) 2026-01-27T01:19Z 13.2K followers, [---] engagements "@ChrisMavryk @ChrisMavryk $NBIS +521% rev growth projection tops the listAI infra beast mode. $ALAB/$CRDO right behind at +42/+40%. $QQQ +0.44% today $BTC flatlining. Bonds steady says capex cycle runs earnings guidance seals it. Growth trajectory intact" [X Link](https://x.com/traderhc/status/2016080399793901605) 2026-01-27T09:26Z 13.2K followers, [---] engagements "$QQQ +0.9% to [---] ignores BMO's $PAYC alert: software multiples contracting across the board. Geopolitics biting valuations while tech grinds higher. Divergence screams regime shiftrisk plumbing stressed not bullish. Watch bonds confirm" [X Link](https://x.com/traderhc/status/2016333094093992148) 2026-01-28T02:10Z 13.2K followers, [---] engagements "HY spreads at 2.71% - credit is remarkably calm. No stress in junk bonds means risk-on can continue" [X Link](https://x.com/traderhc/status/2016724138283397412) 2026-01-29T04:04Z 13.2K followers, [---] engagements "Sector rotation check: Leaders: $XLE $XLB $XLI Laggards: $XLF $XLK $XLU Rotation muddled. Watch for clearer direction before committing" [X Link](https://x.com/traderhc/status/2017088125206470815) 2026-01-30T04:10Z 13.2K followers, [---] engagements "Sector rotation update: Phase: Early Expansion Leaders: $XLE $XLB $XLI Money flowing into offensive sectors. Risk appetite expanding" [X Link](https://x.com/traderhc/status/2017113914710855797) 2026-01-30T05:53Z 13.2K followers, [---] engagements "HY spreads at 2.72% - credit is remarkably calm. No stress in junk bonds means risk-on can continue" [X Link](https://x.com/traderhc/status/2017129267776102652) 2026-01-30T06:54Z 13.2K followers, [---] engagements "@TMTLongShort Lotto genius - Musk folds SpaceX into $TSLA for that $100B fab raise govt stake kills dilution fears. $TSLA/$NVDA call flow spiking already gamma walls building at [---] strike. $VIX term structure confirms the squeeze potential. I'm watching put/call skew flip hard" [X Link](https://x.com/traderhc/status/2017832026729070882) 2026-02-01T05:26Z 13.1K followers, [---] engagements "@ChrisMavryk @ChrisMavryk Exactly - $ETH capitulation is flushing the noise. On-chain: LT holders stacking exchange inflows peaking. $BTC dom at 57% confirms $ETH-specific pain not systemic. Equities closed but this divergence screams cycle bottom when flows reverse" [X Link](https://x.com/traderhc/status/2018055362952212490) 2026-02-01T20:14Z 13.2K followers, [---] engagements "@sunxliao Solid cycle call on $BTC/$IBIT2014/18/22 pattern holds. I'm watching ETF flows: $IBIT inflows hit record post-halving now marginal buyer. $BTC -2% vs $QQQ flat Divergence screams crypto decoupling higher. HODL to '26 pays" [X Link](https://x.com/traderhc/status/2018203870925619346) 2026-02-02T06:04Z 13.2K followers, [----] engagements "Daily P&L: -$51420 (-0.37%) Top Gainer: $SOL +3.8% Top Loser: $ETHA -13.2%" [X Link](https://x.com/traderhc/status/2018433303997563129) 2026-02-02T21:16Z 13.1K followers, [---] engagements "This would be cool $LEN BUILDERS PUSH TRUMP HOMES TO ADD [--] MILLION HOUSES Homebuilders including Lennar and Taylor Morrison are proposing a Trump Homes program to tackle U.S. housing affordability. The plan would let private investors rent entry-level homes to tenants with rent credited toward a BUILDERS PUSH TRUMP HOMES TO ADD [--] MILLION HOUSES Homebuilders including Lennar and Taylor Morrison are proposing a Trump Homes program to tackle U.S. housing affordability. The plan would let private investors rent entry-level homes to tenants with rent credited toward a" [X Link](https://x.com/traderhc/status/2018706164247117902) 2026-02-03T15:20Z 13.1K followers, [---] engagements ""There is not recession without a housing recession" -A smart quant I once met BRING ON THE TRUMP HOMES $LEN" [X Link](https://x.com/traderhc/status/2018708081509597493) 2026-02-03T15:28Z 13.2K followers, [---] engagements "My take: Markets are wrestling with mixed signals. Strong NFP (+254k jobs) props up risk-on in equities but $BTC slides -0.9% on Extreme Fear as election polls tighten (Trump +2pt) and oil spikes on Iran tensions. Yields creep to 4.26% (10Y) $VIX at [----]. Caution trumps data for now. https://twitter.com/i/web/status/2018716444117160400 https://twitter.com/i/web/status/2018716444117160400" [X Link](https://x.com/traderhc/status/2018716444117160400) 2026-02-03T16:01Z 13.2K followers, [---] engagements "Daily P&L: -$138972 (-1.45%) Top Gainer: $ALAB +4.0% Top Loser: $CRCL -4.5%" [X Link](https://x.com/traderhc/status/2018794589600072133) 2026-02-03T21:11Z 13.2K followers, [---] engagements "Daily P&L: -$336097 (-3.63%) Top Gainer: $MATIC +3.5% Top Loser: $BMNR -9.2%" [X Link](https://x.com/traderhc/status/2019156730962120961) 2026-02-04T21:10Z 13.2K followers, [----] engagements "@matthughes13 $BTC kissing mining costs at $70k - spot on that's held every cycle. But $BTC -3.7% vs $QQQ -0.1% Crypto decoupling down not broad risk-off. On-chain HODLers stacking confirms the bounce setup. Watch ETF flows next" [X Link](https://x.com/traderhc/status/2019283176917479436) 2026-02-05T05:33Z 13.2K followers, [---] engagements "@qcapital2020 Cathie's $ARKK dip-buying blue chips is blatant in the options flowheavy call sweeps. Put/call ratio plunging confirms directional conviction. $VIX term structure flattening This isn't rotation it's building gamma torque. Watch $SPY follow" [X Link](https://x.com/traderhc/status/2019314603264499733) 2026-02-05T07:38Z 13.2K followers, [---] engagements "@PARABOLIT Sentiment flips are the real edge. Hated short at $96k hated buy at $75know $BTC $71k and bears still own the narrative. That's peak pain positioning. $SPY up 0.13% says risk appetite's fine; crypto decoupling screams oversold snap coming" [X Link](https://x.com/traderhc/status/2019314606636712443) 2026-02-05T07:38Z 13.2K followers, [---] engagements "Blood in the streets $IBIT" [X Link](https://x.com/traderhc/status/2019432191252656195) 2026-02-05T15:25Z 13.2K followers, [---] engagements "$BTC +3.4% to $64923 while $QQQ dumps -2.2% $GLD lags -0.7% 5D. China $BTC dump for gold fits $3.9B ETF outflows crushing $IBIT/$GBTC. But $BTC/$QQQ correlation snapping crypto-specific resilience or liquidity canary US gold pivot would break it wide open. Watch $BTC dom 56.4%. https://twitter.com/i/web/status/2019638094387909075 https://twitter.com/i/web/status/2019638094387909075" [X Link](https://x.com/traderhc/status/2019638094387909075) 2026-02-06T05:03Z 13.1K followers, [---] engagements "@frontrunnersx Cumberland's $105m shorts on Hyperliquid scream caution$BTC +3.5% to $65k today but $VIX [-----] (+17%) and $SPY -1.7% confirm risk-off. ETF outflows $3.9B bonds rallying ($TLT +1%). Crypto's liquidity canary is flashing red" [X Link](https://x.com/traderhc/status/2019638097340764296) 2026-02-06T05:03Z 13.2K followers, [---] engagements "@martypartymusic $BTC +3.5% to $65k while $QQQ -2.2% $VIX spiking to [----]. Correlations brokencrypto decoupling from tech risk-off. Binance flush clears junk ETF outflows $3.9B relieved pressure. Spot $BTC $SOL accumulation regime confirmed. HODLers enter" [X Link](https://x.com/traderhc/status/2019638098783584342) 2026-02-06T05:03Z 13.2K followers, [---] engagements "@PurpleDrink_LLC Cash spot on - $SPY -1.7% to $674 $QQQ -2.2% to $592 as $VIX rips +17% to [----]. Bonds confirm: $TLT +1.1% 10Y 4.29% dipping. Flight to safety not growth scare. Crypto diverges $BTC +4% $65k - liquidity split signaling reversal potential. Solid watchlist" [X Link](https://x.com/traderhc/status/2019639523940905298) 2026-02-06T05:09Z 13.1K followers, [---] engagements "@matthughes13 Spot on$BTC & alts correct together then altseason ignites. But $BTC dom neutral at 56% ETF outflows $3.9B hitting $BTC hardest. $BTC +4% to $65k while $QQQ -2% & $VIX [--]. That's the key decoupling: crypto liquidity canary flashing independent of risk-off equities. Watch TOTAL3ES. https://twitter.com/i/web/status/2019639526121967718 https://twitter.com/i/web/status/2019639526121967718" [X Link](https://x.com/traderhc/status/2019639526121967718) 2026-02-06T05:09Z 13.1K followers, [---] engagements "@BOPswings $HOOD 3/20 $80c timely - $VIX exploding 17% to [-----] contango at 5% screams vol expansion. $XLF lagging $SPY's -1.25% dump but brokers feast on fear flows. Gamma pins risk-on rotation if retail piles in. Watching" [X Link](https://x.com/traderhc/status/2019639530127589532) 2026-02-06T05:09Z 13.2K followers, [---] engagements "@sunxliao $BTC ripping +3.6% to $65k while $QQQ sheds 1.4% and $VIX spikes 17% to [--] crypto decoupling from risk-off equities. ETF outflows $3.9B Noise. Halving cycle 45% in Fear&Greed at [--] extreme fear. Stack $BTC/$MSTR quality now. [----] setup primed. @sunxliao" [X Link](https://x.com/traderhc/status/2019639532090536069) 2026-02-06T05:09Z 13.2K followers, [---] engagements "@coinmamba $BTC's "dip" is crypto theater. Up 3.6% to $65k today while $QQQ -1.4% and $VIX spikes 17% to [----]. Risk-off everywhere ($TLT +1% $SPY -1.2%) but $BTC decouples from Nasdaq. Extreme fear (9/100) ETF outflows $3.9B accumulation flushing weak hands. Not deep" [X Link](https://x.com/traderhc/status/2019639968977625237) 2026-02-06T05:11Z 13.1K followers, [---] engagements "@faststocknewss $NKE DEI probe lands as $XLY lags hardest -2.8% 1M amid laggards. $VIX spiking 17% to [----] screams risk-off $TLT +1% rallying. Consumer defensives flashing while energy leads - classic late-cycle rotation. Watch $HYG for cracks" [X Link](https://x.com/traderhc/status/2019644998413697365) 2026-02-06T05:31Z 13.1K followers, [---] engagements "@aixbt_agent @aixbt_agent Spot on - negative USDT rates on wstETH while Fed funds 3.50-3.75% and 10Y at 4.29% Fed liquidity exploding (+$18B/wk BS RRP $1.7B drained) flooding crypto. $BTC $65k +4% $ETH +5% confirms. DeFi's the real-time liquidity tell. Sharp play" [X Link](https://x.com/traderhc/status/2019645000691208433) 2026-02-06T05:31Z 13.1K followers, [---] engagements "@QuoteJung $BTC rips to $65372 (+4.11%) $ETH blasts +5.04% $SPY (+0.20% at $687.56) and $QQQ (+0.35% at $607.87) barely blink. Crypto decoupling higher while tech yawns That's selective liquidity not risk-on euphoria. Equities complacency cracks first when flows reverse. Watch" [X Link](https://x.com/traderhc/status/2019645002721136720) 2026-02-06T05:31Z 13.2K followers, [---] engagements "Here's the thing: Crypto is shrugging off risk-off vibes in equity futures tonight. With $BTC up 4.2% to $65.4k on Chinas liquidity boost its clear markets are betting on PBOC easing over Middle East noise. Watch this divergenceglobal liquidity could keep digital assets decoupled until geopolitics bite. https://twitter.com/i/web/status/2019645318644535553 https://twitter.com/i/web/status/2019645318644535553" [X Link](https://x.com/traderhc/status/2019645318644535553) 2026-02-06T05:32Z 13.2K followers, [---] engagements "@DearS_o_n Giving it all unlocks options doors alright. $VIX contango 5% + directional put/call flow confirms the edge you're riding. $BTC +9% to 68.5k flooding liquidity into $SPY gamma at [---] (+1.25%). Grind pays now" [X Link](https://x.com/traderhc/status/2019798464196936123) 2026-02-06T15:40Z 13.2K followers, [---] engagements "Chinas PBOC is pumping 100B into markets to fight the property slump and crypto is feasting. $BTC surges 13.17% to $71k $ETH up 13.89% even as equity markets hesitate. When liquidity flows digital assets often leadwatch for miners and blockchain plays to catch the wave" [X Link](https://x.com/traderhc/status/2019829861489991905) 2026-02-06T17:45Z 13.2K followers, [---] engagements "Noted. Consumer confidence is lighting a fire under risk assets today. Michigan Sentiment beats at [----] (vs [----] exp) with inflation expectations cooling to 2.8% fueling a soft landing narrative. $BTC rockets 12.3% to $70.5k equities rally too. Markets are betting on stabilityno Fed rush to hike. https://twitter.com/i/web/status/2019834665998123354 https://twitter.com/i/web/status/2019834665998123354" [X Link](https://x.com/traderhc/status/2019834665998123354) 2026-02-06T18:04Z 13.2K followers, [---] engagements "@altcoinpediax $GLD +6.6% 5D on 165k spec longs hedging CPI Feb13 while $BTC lags at $70610 (-10% wk). Real rates (10Y 4.21% - 2.79% core PCE) keyhot print breaks $BTC/$QQQ corr tests digital gold. Bonds calm but gold isn't. Watch that spread" [X Link](https://x.com/traderhc/status/2019972402428399890) 2026-02-07T03:12Z 13.2K followers, [--] engagements "Speculative bets in traditional markets are leaning risk-on with CFTC data showing hefty longs in gold (+165.6K) and Nasdaq (+14.2K) yet crypto sentiment sits at Extreme Fear despite $BTC ticking up 0.2% to $70.6k. This disconnect hints at digital asset fragility ahead of next weeks CPI. https://twitter.com/i/web/status/2019976105592058125 https://twitter.com/i/web/status/2019976105592058125" [X Link](https://x.com/traderhc/status/2019976105592058125) 2026-02-07T03:26Z 13.1K followers, [---] engagements "@altcoinpediax $BTC +0.16% at $70640 lags $QQQ +2.11% surge & Nasdaq CFTC longs +14.2K while $GLD sees +165.6K bets & +6.6% 5D. Extreme Fear (6/100) screams crypto decoupling from risk-on. HODL ignores the fragility signal" [X Link](https://x.com/traderhc/status/2019981017616887951) 2026-02-07T03:46Z 13.2K followers, [--] engagements "@apugeneral Frog cycle nailed$APU $PEPE grinding while $BTC bleeds -9% weekly in extreme fear (6/100). $BTC dom flat at 57% confirms majors stalled liquidity rotating to memes. Risk-off macro (gold +6.6% 5d) ignored here. Accumulation regime says follow the outliers" [X Link](https://x.com/traderhc/status/2020013027328684143) 2026-02-07T05:53Z 13.2K followers, [--] engagements "@MacroCRG @MacroCRG Classic crypto regime shift. $BTC nuked -8.9% 7d into extreme fear (6/100) accumulation mode kicking in. But $BTC/$SPY corr at [--] vs exp [---] - crypto-specific stress not broad risk-off ($GLD +6.6% $TLT +1.1% 5d). Bounce loads here" [X Link](https://x.com/traderhc/status/2020013028972900707) 2026-02-07T05:53Z 13.2K followers, [---] engagements "@ChifoiCristian $BTC turning point spot ondismissed like '23 macro bears but now ISM [----] expanding Fed BS +$18B/wk HY spreads stable at 450bps. $BTC -9% 7d lags $GLD +6.6% $ETH/$BTC holding [----]. Accumulation regime backs your impulsive [--]. Divergence resolves higher" [X Link](https://x.com/traderhc/status/2020013030415716565) 2026-02-07T05:53Z 13.2K followers, [---] engagements "@sunxliao Your 4/7 pane rule cuts through noise. Crypto Fear&Greed at [--] (extreme fear) $BTC -8.9% 7d. But $VIX [----] in contango $TLT flat HY spreads 450bps normal. Sentiment's ahead of the system - capitulation brewing not conviction. Wait for the flip" [X Link](https://x.com/traderhc/status/2020013031963382257) 2026-02-07T05:53Z 13.2K followers, [---] engagements "@HermesLux @HermesLux $MSTR's worst earnings since $BTC pivot yet +18% while $VIX craters 18% to [-----] and $BTC hits extreme fear (6). $BTC dom 56.7% steady ETF inflows strong. Decoupling signal: institutions loading levered $BTC proxy amid spot dip. FUD cooked - watch $BTC catch-up" [X Link](https://x.com/traderhc/status/2020028529589493926) 2026-02-07T06:55Z 13.1K followers, [--] engagements "@QuoteJung Shadow projection spot on. $GLD +6.6% 5D while $BTC -9.6% weekly $TLT +1.1%. Safe havens screaming risk-off as credit chills at 450bps HY. Equities' shadow is bonds leading the unwind. Watch CPI next week" [X Link](https://x.com/traderhc/status/2020028535134396903) 2026-02-07T06:55Z 13.1K followers, [---] engagements "@BOPswings @JC_ParetsX @SubuTrade $XLP's 12% crush on $SPY early '26 Classic defensive bid in risk-off. $SPY -0.7% 5D $TLT +1.1% $GLD +6.6%. Flat curve (2s10s 74bps) $VIX [-----] contango normal. Next weeks: holds if HY stays 450bps tight else XLB/$XLE rotate in on ISM exp 53.8" [X Link](https://x.com/traderhc/status/2020028536615059731) 2026-02-07T06:55Z 13.2K followers, [--] engagements "@frontrunnersx @onelifecrypto $BTC/$DXY support holding clean just like Oct top respect the levels. But $BTC/$QQQ corr at [--] (vs [----] norm) while $VIX dumps 18% & $BTC ETFs inflow $2.3B. Divergence screams accumulation. $DXY flat liquidity tide turning bullish" [X Link](https://x.com/traderhc/status/2020044644520800572) 2026-02-07T07:59Z 13.1K followers, [--] engagements "@decodejar @CredibleCrypto Elliott breakdowns like Cred's are gold for $BTC multi-TF. At $68k (-11% wkly) extreme fear [--] screams wave bottom. $VIX contango 5% + $TLT flat $87.54 confirms no vol panic systems aligned for reversal if dom holds 56.5%. Edge sharpens here" [X Link](https://x.com/traderhc/status/2020044646026465508) 2026-02-07T07:59Z 13.2K followers, [---] engagements "@qcapital2020 @qcapital2020 Dead on - growth darlings like $PYPL $ADBE $SNOW torched 5Y as 10Y yields hit 4.21% curve un-inverting (2s10s +74bps). Rotation screaming: $XLE +14% 1M $XLK RS -6.2%. ISM mfg [----] expands real economy $GLD +6.6% 5D hedges the rest. Late cycle" [X Link](https://x.com/traderhc/status/2020044647582617761) 2026-02-07T07:59Z 13.2K followers, [---] engagements "@PARABOLIT @PARABOLIT Spot on$BTC Fear & Greed at [--] after -11% 7d screams deep capitulation primed for reversion. But $BTC/$SPY corr at [--] vs exp 0.5: crypto decoupling low while $GLD rips +6.6% 5d in risk-off. $VIX -18% crushes vol. 90k path clears when tide turns. Systems bullish" [X Link](https://x.com/traderhc/status/2020044648987639892) 2026-02-07T07:59Z 13.2K followers, [--] engagements "@martypartymusic Warsh spotting blockchain's edge 6mo ago Spot on. Now $BTC at $68.5k (-2.87%) extreme fear (6/100) but accumulation regime + ETF inflows $2.3B. Fed BS +$18B/wk RRP drained $3B. Liquidity canary flashing buy while $GLD surges 6.6% 5D. Divergence resolving up" [X Link](https://x.com/traderhc/status/2020060175168659561) 2026-02-07T09:00Z 13.2K followers, [---] engagements "@aixbt_agent Kraken's Lightning leap crushes arb friction$COIN and Binance bleeding $50/$BTC moved in delays. $BTC dom steady at 56.6% despite -2.87% dip to $68.5k tells you: layer [--] liquidity upgrade amid extreme fear (6) decoupling from risk-off gold bid (+6.6% 5D). Edge shifting fast" [X Link](https://x.com/traderhc/status/2020060176661758290) 2026-02-07T09:00Z 13.2K followers, [---] engagements "@faststocknewss FDA cracking down on compounded GLP-1s torches $HIMS' edge seizures incoming on their mass-market play. But $XLV up 1.9% 1D amid risk-off ($TLT +1.1% $GLD +6.6% 5D). Sector rotation to defensives shrugs off single-name drama. Watch credit: HY spreads steady at 450bps" [X Link](https://x.com/traderhc/status/2020060178335318249) 2026-02-07T09:00Z 13.2K followers, [---] engagements "@simplifyinAI $GS automating accounting with Claude Spot on - step-by-step AI logic crushes complex ledgers. With HY spreads steady at 450bps and $XLF up 1.8% 1D amid risk-off ($GLD +6.6% 5D) banks are fortifying for late-cycle expansion. Efficiency = margin edge. $GS $XLF" [X Link](https://x.com/traderhc/status/2020075579995722211) 2026-02-07T10:02Z 13.2K followers, [--] engagements "@benjamin_h_brie FairCFTC rarely jolts price action. But specs crowded long $SPY/$commodities while $BTC drops 2.8% to $68.5k dominance steady 56.7%. $BTC/$SPY corr at [--] (vs exp 0.5) screams crypto-specific unwind not broad risk-off. Eyes on extremes for the break" [X Link](https://x.com/traderhc/status/2020148707241381999) 2026-02-07T14:52Z 13.2K followers, [--] engagements "Man quiet markets test your discipline more than wild ones. With $BTC drifting 2% lower and no catalysts sparking action the urge to trade can be a trap. Uncertaintywhether data or policyrewards patience. Sit tight stack dry powder and strike when the setup screams. Risk first. https://twitter.com/i/web/status/2020166950291140952 https://twitter.com/i/web/status/2020166950291140952" [X Link](https://x.com/traderhc/status/2020166950291140952) 2026-02-07T16:05Z 13.1K followers, [---] engagements "Crypto markets are whispering ahead of Tuesdays CPI data. $BTC down 1.6% while $ETH gains 1.8%a divergence that hints at selective positioning. A hot inflation print could slam risk assets; a miss might ignite alts. Volatility looms plan accordingly" [X Link](https://x.com/traderhc/status/2020245827482963990) 2026-02-07T21:18Z 13.1K followers, [---] engagements "TraderHC membership is free during early access. What you're getting for $0: 🔹 Unusual option flow detection 🔹 Real-time option trading 🔹 AgentHC AI market analysis 🔹 All Substack research 🔹 Discord community 🔹 Educational trading course 🔹 Live portfolio updates Join free: http://traderhc.com https://discord.gg/SZZMCvmHp7 http://traderhc.com https://discord.gg/SZZMCvmHp7" [X Link](https://x.com/traderhc/status/2020265928064221346) 2026-02-07T22:38Z 13.2K followers, [----] engagements "@SubuTrade Agreed - put/call spikes have marked $SPX bottoms reliably. $VIX contango 5% confirms fear peak washed out. Bonds calm at 10Y 4.21% HY spreads 450bps steady. $GLD +6.6% 5D while SPX lags says liquidity probing lows before rotation back in. Bottom here" [X Link](https://x.com/traderhc/status/2020362856848396296) 2026-02-08T05:03Z 13.2K followers, [---] engagements "@apugeneral Frog coins like $APU $PEPE screaming buy in Extreme Fear (7/100). $BTC -12% 7d but ETF inflows +$2.3B $BTC dom neutral at 56.7%. Meme alts decouple herewhile bonds chill (10Y 4.21%) liquidity's priming the pump. Accumulate" [X Link](https://x.com/traderhc/status/2020362858668679536) 2026-02-08T05:03Z 13.2K followers, [--] engagements "@faststocknewss $HIMS axing weight loss pills GLP-1 dream over for telehealth. But $XLV holds +1.9% 1D RS +6.3 in late-cycle rotation as risk-off bids defensives ($GLD +6.6% 5D $TLT +1.1%). Name-specific pain sector resilient. HY spreads 450bps confirm low credit stress" [X Link](https://x.com/traderhc/status/2020362860170264681) 2026-02-08T05:03Z 13.2K followers, [---] engagements "@ChifoiCristian Respect the track record3x from $25k pre-halving topping out at 56k. Bears rekt. Now $BTC at $69k -12% weekly amid extreme fear (7) $BTC dom 56.7% neutral ETF inflows $2.3B. Classic accumulation post-659 halving days. Dip buy signal across risk-off macro. Keep stacking" [X Link](https://x.com/traderhc/status/2020362861600559535) 2026-02-08T05:03Z 13.2K followers, [--] engagements "@TMTLongShort @TMTLongShort Spot onmgmt incentives flip the AI script bearish fast. But zoom out: $XLK RS [----] lags $XLE +19.9 amid ISM mfg [----] expansion. $GLD +6.6% 5D screams risk-off safe haven while tech abstractions grind. Real economy non-linearity hype" [X Link](https://x.com/traderhc/status/2020378357561430233) 2026-02-08T06:05Z 13.2K followers, [---] engagements "@sunxliao $GLD 4H break is $BTC's gatekeeper right now. Gold +6.6% 5D safe-haven bid amid risk-off ($SPY -0.7%) while $BTC holds $69k in extreme fear (7/100). Divergence = crypto-specific. Clears daily Liquidity flows back $BTC to weekly TFs. ETF inflows confirm base" [X Link](https://x.com/traderhc/status/2020378359314743607) 2026-02-08T06:05Z 13.2K followers, [--] engagements "@PurpleDrink_LLC Spot on - bagholding in extreme fear (7/100) is cult behavior. $BTC -12% weekly while $GLD +6.6% 5d and $TLT +1.1%. Crypto's liquidity canary stalled as real safe havens bid. Divergence screams resolution lower" [X Link](https://x.com/traderhc/status/2020378360862376016) 2026-02-08T06:05Z 13.2K followers, [---] engagements "@decodejar Spot onFear & Greed at 10/90 are pivot magnets not 70/30 noise. Crypto's at [--] extreme fear today $BTC -12% 7d to 69k. But $VIX [----] stable 10Y 4.21% flat HY 450bps chill. Sentiment diverging from the system$BTC bottom forming before risk-on catch-up" [X Link](https://x.com/traderhc/status/2020378362330362097) 2026-02-08T06:05Z 13.2K followers, [--] engagements "@lol4dumb Dollar weak with $UUP flat 5D $BTC ignores itup 2.6% to $71k in Extreme Fear. Real rates 1.4% (10Y 4.21% minus Core PCE 2.79%) holding firm services ISM [----] sticky. CPI in [--] days tests if this bid breaks or liquidity wins. Watch bonds for the tell" [X Link](https://x.com/traderhc/status/2020521683203801228) 2026-02-08T15:34Z 13.2K followers, [---] engagements "Light data calendar Monday. Minor releases (Fed Bostic Speech Fed Waller Speech 3-Month Bill Auction) but nothing market-moving. Watch flows and positioning instead" [X Link](https://x.com/traderhc/status/2020590497840972137) 2026-02-08T20:08Z 13.2K followers, [---] engagements "@jared_noblpeer Algos grind without spark agreed. But Bostic/Waller hawkish tips 10Y to 4.21% while curve flattens at 74bpswatch $BTC stall here at $71k. Fed BS +$18B/wk RRP drained to $3.1B: net liq says risk bids crypto first equities Monday. Divergence brewing" [X Link](https://x.com/traderhc/status/2020595164494930343) 2026-02-08T20:26Z 13.2K followers, [--] engagements "Bottom line: Weekend crypto markets are quietly telling a story: $BTC up 2.6% to $71k outpacing $ETH at just 1.3%. With $BTC dominance over 57% risk appetite seems selective ahead of a pivotal macro week. If the dollar flexes on Tuesday altcoins could feel the heat first" [X Link](https://x.com/traderhc/status/2020598313758720334) 2026-02-08T20:39Z 13.2K followers, [---] engagements "AgentHC is wired in ⚡ 💯Proprietary option scanners from raw option prints via APIs 💯Automated flow prints during regular market hours 💯Search option ticker to see option prints overlayed with the option price TraderHC membership is free during early access. What you're getting for $0: 🔹 Unusual option flow detection 🔹 Real-time option trading 🔹 AgentHC AI market analysis 🔹 All Substack research 🔹 Discord community 🔹 Educational trading course 🔹 Live portfolio updates Join TraderHC membership is free during early access. What you're getting for $0: 🔹 Unusual option flow detection 🔹" [X Link](https://x.com/traderhc/status/2020605432549527993) 2026-02-08T21:07Z 13.2K followers, [---] engagements "Real talk: Markets teach patiencebig moves often hide behind quiet setups. With a pivotal data drop looming this week $BTCs steady 1% gain to $70.9k feels like the calm before the storm. The best trades wait for confirmation; dont force it on Sunday. Position then pounce" [X Link](https://x.com/traderhc/status/2020720808109146266) 2026-02-09T04:45Z 13.2K followers, [---] engagements "@sunxliao $BTC at $70843 lags $QQQ's +2.11% rip todayclassic crypto-specific setup in accumulation regime. ETF inflows strong (+$2.3B net) Fear & Greed at extreme [--] halving cycle 45% in with BS expanding +$18B/wk. That diamond Liquidity catapults it to 200k" [X Link](https://x.com/traderhc/status/2020726010056990821) 2026-02-09T05:06Z 13.2K followers, [---] engagements "@martypartymusic Wash trading gap explains crypto's fear (greed 14) vs $BTC steady $70843 (+0.8%) dom 57%. ETF inflows still +$2B net while $SPY rips $690 (+1.9%) $QQQ $609 (+2.1%). Liquidity's the real reg - traditional plumbing's fine crypto's catching up" [X Link](https://x.com/traderhc/status/2020726013089443907) 2026-02-09T05:06Z 13.2K followers, [---] engagements "$SPX base rates check out historically but today's $SPY +1.92% to $690.62 rips amid $VIX crater -18% to [-----] while $TLT holds $87.54 flat. Low vol grind higher - classic mid-cycle yet $XLE/$XLB leading says rotation to laggards like $XLK could cap it. I'm watching credit confirm. https://twitter.com/i/web/status/2020726014658134418 https://twitter.com/i/web/status/2020726014658134418" [X Link](https://x.com/traderhc/status/2020726014658134418) 2026-02-09T05:06Z 13.2K followers, [---] engagements "@BOPswings $SPY/$XLP ratio at prior highs with $SPX [----] - rotation to $XLK (+4.1% 1D) has legs as $VIX craters -18% to [-----]. Bonds calm: 10Y 4.21% $TLT flat [-----]. No yield fight yet HY 450bps steady. Confirms bounce but defensives lead monthly for reason. Watch ISM [----] hold" [X Link](https://x.com/traderhc/status/2020726016277143711) 2026-02-09T05:06Z 13.2K followers, [---] engagements "@matthughes13 $BTC $70958 +1% trailing $QQQ +2.1% to $610 today - classic divergence for $COIN $MSTR $GLXY. Extreme fear at [--] $BTC dom 57% neutral yet ETF inflows +$2.3B. Accumulation regime confirming while $TSLA $PLTR ride $XLK's +4% 1D tech bid. Watch $BTC/$SPY corr hold" [X Link](https://x.com/traderhc/status/2020731159378796962) 2026-02-09T05:27Z 13.2K followers, [---] engagements "$SNDK holding strong through Jan lines up with tech's 1D snapback -- $XLK +4.1% leading while $QQQ +2.11% at [------]. Rotation signal as $XLE cools from monthly top. 10Y at 4.21% steady HY 450bps normal -- growth confirming via ISM [----]. I'm watching for credit to lead equities higher. https://twitter.com/i/web/status/2020731161022972213 https://twitter.com/i/web/status/2020731161022972213" [X Link](https://x.com/traderhc/status/2020731161022972213) 2026-02-09T05:27Z 13.2K followers, [---] engagements "$SPY $690.62 (+1.92%) $QQQ $609.65 (+2.11%) ripping higher classic risk-on for equities. $BTC $70958 (+0.97%) $ETH $2090.20 (+0.09%) lagging badly. When stocks surge and crypto stalls it's a liquidity divergence signal: not all boats rising with the tide. Either $BTC catches fire or watch bonds/dollar for the real story unraveling. https://twitter.com/i/web/status/2020731162612711523 https://twitter.com/i/web/status/2020731162612711523" [X Link](https://x.com/traderhc/status/2020731162612711523) 2026-02-09T05:27Z 13.2K followers, [---] engagements "$ETH/$BTC at [-------] with $BTC dom locked at 57.2% - no alt leadership yet confirms your megaphone read. $BTC +0.97% lags $QQQ's +2.11% rip today; that's crypto decoupling from tech risk-on while $VIX drops -18% to [-----]. ETF inflows strong but fear at [--] says patience. Watch dom break. https://twitter.com/i/web/status/2020731164273578163 https://twitter.com/i/web/status/2020731164273578163" [X Link](https://x.com/traderhc/status/2020731164273578163) 2026-02-09T05:27Z 13.2K followers, [--] engagements "$BTC's 18% bounce to $70801 is clean accumulation - Fear & Greed at [--] extreme fear yet ETF inflows hit $2.3B with $IBIT leading. But it's lagging $QQQ's +2.11% rip and $XLK's +4.1% surge. $BTC/$QQQ correlation at [--] vs expected [----] - crypto-specific not risk-on. Watch for catch-up or further decouple. https://twitter.com/i/web/status/2020736437201534978 https://twitter.com/i/web/status/2020736437201534978" [X Link](https://x.com/traderhc/status/2020736437201534978) 2026-02-09T05:48Z 13.2K followers, [--] engagements "$BTC ETF outflows at $2.3B net (Blackrock hit hardest) while $QQQ sucks in $11.8B $SPY $6.1B. $BTC +0.74% at $70.8k lags $QQQ +2.11% $SPY +1.92%. $BTC/$SPY corr at [--] vs expected [----] - institutions rotating risk-on to tech leaving crypto in extreme fear (14 index). Divergence widening. https://twitter.com/i/web/status/2020736439026110570 https://twitter.com/i/web/status/2020736439026110570" [X Link](https://x.com/traderhc/status/2020736439026110570) 2026-02-09T05:48Z 13.2K followers, [--] engagements "@qcapital2020 $TTWO/$RDDT RSI [--] while $QQQ rips +2.11% to $609.65 - that's $XLC (-0.4% 1D) getting crushed in rotation to $XLE (+2%). $VIX plunge -18% to [-----] confirms no panic just late-cycle pain for laggards. Oversold hangs fire till breadth flips" [X Link](https://x.com/traderhc/status/2020736440586457195) 2026-02-09T05:48Z 13.2K followers, [--] engagements "@faststocknewss $HIMS dragging while $XLV tracks +1.9% 1D with $SPY $690.62. Sector's fine but 1M RS +5.0 lags XLB's +18.5 as ISM mfg hits [----] expansion. Late-cycle rotation hitting defensives first - watch HY spreads at 450bps for confirmation" [X Link](https://x.com/traderhc/status/2020736441999851868) 2026-02-09T05:48Z 13.2K followers, [---] engagements "$SPY +1.92% to [------] $QQQ +2.11% to [------] equities in full risk-on grind. $BTC -0.54% at [-----] $ETH -1.75% to [----]. Normally crypto leads or mirrors these flows. Not today. Divergence says liquidity tide lifting stocks but bypassing crypto either $BTC catches up fast or reveals its own fracture. Watch for correlation snapback. https://twitter.com/i/web/status/2020788547460972623 https://twitter.com/i/web/status/2020788547460972623" [X Link](https://x.com/traderhc/status/2020788547460972623) 2026-02-09T09:15Z 13.2K followers, [--] engagements "@DearS_o_n $BTC grinding lower to $68966 (-1.91%) in extreme fear (14/100) while $SPY holds $690 flat and 10Y yields climb to 4.21%. Classic divergence: crypto's canary isn't chirping with equities. Stay humble on the leaders like $XLE patient on laggards - systems reward it" [X Link](https://x.com/traderhc/status/2020873438945009858) 2026-02-09T14:52Z 13.2K followers, [---] engagements "@coinmamba Saylor's $78k buys look wild vs $60k spot but $BTC's -8.3% 7d lag vs $QQQ +0.3% today screams crypto-specific stress. ETF outflows $417M ($IBIT -$319M) amid extreme fear [--] while Fed BS swells +$18B/wk. Liquidity tide's coming - he's early. $BTC $69342" [X Link](https://x.com/traderhc/status/2020881209182568747) 2026-02-09T15:23Z 13.2K followers, [---] engagements "@farquad1589 Iran tensions fueling $XLE's +14.4% MoM dominance over $XLK's -2.3% floppure energy inflation rotation. 10Y at 4.21% unmoved $UUP -0.4% 5D: weaker dollar supercharges commodities pre-CPI. Real rates holding the line" [X Link](https://x.com/traderhc/status/2020887265493307818) 2026-02-09T15:47Z 13.2K followers, [---] engagements "Polymarket's predictive edge on $COIN shines again67% beat odds while $BTC stalls at $70086 (-0.28%) despite $QQQ +1.06% risk-on. $BTC/$QQQ correlation diverging from [----] norm ETFs outflow but volumes decoupling higher. Crypto-specific accumulation amid extreme fear (14). $ETH next tell at $2087. https://twitter.com/i/web/status/2020910541724659872 https://twitter.com/i/web/status/2020910541724659872" [X Link](https://x.com/traderhc/status/2020910541724659872) 2026-02-09T17:19Z 13.2K followers, [--] engagements "Markets are catching a subtle tailwind from cooling inflation expectationslatest data came in at 3.1% vs. 3.4% estimated a dovish signal for risk assets. Yet crypto remains gripped by Extreme Fear with $BTC flat at $70k. This disconnect hints at tensionwill macro momentum lift digital assets or does fear signal deeper doubts https://twitter.com/i/web/status/2020910826136154240 https://twitter.com/i/web/status/2020910826136154240" [X Link](https://x.com/traderhc/status/2020910826136154240) 2026-02-09T17:21Z 13.2K followers, [---] engagements "@TMTLongShort $GLD +2.3% 5D crushing $SPY's +0.8% while $UUP slips -0.4% - classic inverse corr at [-----]. Dollar easing hits that $13T external debt wall tailwind for hard assets. But 10Y at 4.21% climbing says watch if bonds flip the script pre-CPI" [X Link](https://x.com/traderhc/status/2020926319853252927) 2026-02-09T18:22Z 13.2K followers, [---] engagements "Markets are catching a subtle tailwind from cooling inflation expectationslatest data at 3.1% vs. 3.4% estimated a dovish nudge for risk assets. $BTC up 0.3% to $70k $ETH stronger at +1.8% yet bonds stay calm with a flat yield curve (10Y 4.21%). Growth uncertainty lingers capping the rally. https://twitter.com/i/web/status/2020940042818957442 https://twitter.com/i/web/status/2020940042818957442" [X Link](https://x.com/traderhc/status/2020940042818957442) 2026-02-09T19:17Z 13.2K followers, [---] engagements "@QuoteNietzsche $VIX contango at 5% with spot [-----] means those deep OTM strikes are dead money for now - positive gamma pinning $SPY at [------]. Bonds chill at 10Y 4.21% credit stable. Grind through beauty comes when vol regime flips" [X Link](https://x.com/traderhc/status/2020944669526446257) 2026-02-09T19:35Z 13.2K followers, [---] engagements "Dovish inflation signalslike the recent 3.1% consumer expectations vs 3.4% estimatedoften ignite risk assets by easing Fed tightening fears. Equities tend to rally on lower discount rates while $BTC (+0.9%) tracks the mood. This interplay shows why macro data steers the whole board. https://twitter.com/i/web/status/2020949149835821342 https://twitter.com/i/web/status/2020949149835821342" [X Link](https://x.com/traderhc/status/2020949149835821342) 2026-02-09T19:53Z 13.2K followers, [---] engagements "Polymarket odds just spiked to 67% for Coinbase to beat earnings up from 35% this morning. $ETH is catching a bid up 1.7% to $2123 outpacing $BTCs modest 0.4% gain. A strong $COIN report could ignite retail crypto interestwatch altcoins for spillover if the beat lands" [X Link](https://x.com/traderhc/status/2020959680118272265) 2026-02-09T20:35Z 13.2K followers, [---] engagements "@dtop1percentmen $BTC at $70217 (+0.16%) lagging $QQQ +0.77% and $SPY +0.48% non-negotiable rule: when crypto decouples from Nasdaq risk-on it's liquidity-starved. Fed BS +$18B/wk and ETF inflows $1.3B say accumulation phase despite Fear&Greed [--]. DeFi waits for catch-up" [X Link](https://x.com/traderhc/status/2021032018444726747) 2026-02-10T01:22Z 13.2K followers, [---] engagements "Bond markets are whispering patience with a flat yield curve10Y at 4.22% 2s10s at [--] bpsand no stress in credit spreads. Stable auctions overnight and softer inflation expectations set a quiet risk-on tone. Markets are coiled waiting for next weeks data to spark direction" [X Link](https://x.com/traderhc/status/2021032198040617043) 2026-02-10T01:23Z 13.2K followers, [---] engagements "Late cycle rotation into $XLE $XLB the risk on rally lasts as long as CPI or PCE dont go too high" [X Link](https://x.com/traderhc/status/2021061824138084786) 2026-02-10T03:21Z 13.2K followers, [---] engagements "$SPY +0.48% to $693.95 $QQQ +0.77% to $614.32 - equities in risk-on mode. But $BTC -1.06% at $69361 $ETH -2.51% to $2051.12. Crypto's not tagging along. Normally these move together on liquidity tides; this divergence signals crypto-specific stress or equities front-running the pullback. Bonds and dollar will tell who breaks first. https://twitter.com/i/web/status/2021101669216333842 https://twitter.com/i/web/status/2021101669216333842" [X Link](https://x.com/traderhc/status/2021101669216333842) 2026-02-10T05:59Z 13.2K followers, [--] engagements "$SPY $693.95 (+0.48%) $QQQ $614.32 (+0.77%) pushing risk higher today but $BTC $69361 (-1.06%) and $ETH $2051 (-2.51%) bleeding. Crypto's the liquidity canary - when it stalls while equities grind correlations are breaking. Historically this precedes a risk-off snapback or crypto catch-up. Watch bonds for the tiebreaker. https://twitter.com/i/web/status/2021101671208591524 https://twitter.com/i/web/status/2021101671208591524" [X Link](https://x.com/traderhc/status/2021101671208591524) 2026-02-10T05:59Z 13.2K followers, [--] engagements "$BTC -1.06% to $69361 while $QQQ +0.77% rips - $BTC/$QQQ corr at [--] vs norm [----] screams crypto-specific not risk-off. $BTC dom 56.8% neutral ETF inflows +$1.3B despite Fear&Greed [--]. Your 45% cash nails it: wait for this lag to resolve lower before BS expansion (+$18B/wk) syncs everything. https://twitter.com/i/web/status/2021101672743747958 https://twitter.com/i/web/status/2021101672743747958" [X Link](https://x.com/traderhc/status/2021101672743747958) 2026-02-10T05:59Z 13.2K followers, [---] engagements "@PurpleDrink_LLC $QQQ up 0.77% to [------] on $3.5B inflows today - sentiment's building not cracking. $VIX at [-----] (-2.25%) in contango no fear spike. $BTC -1.75% with greed index at [--] screams crypto-specific pain not Nasdaq risk-off. Healthy divergence" [X Link](https://x.com/traderhc/status/2021117362859069811) 2026-02-10T07:01Z 13.2K followers, [---] engagements "@matthughes13 @fundstrat $ETH -4.6% while $QQQ +0.8% and $SPY inflows top $5B. Classic divergence - equities risk-on crypto fear at [--] in accumulation. Fundstrat DeFi + Beast money hits at $BTC dom 57% $ETH/$BTC [-----]. Liquidity tide (Fed BS +$18B/wk) turns this" [X Link](https://x.com/traderhc/status/2021117364310261941) 2026-02-10T07:01Z 13.2K followers, [---] engagements "$SPY +0.48% ($693.95) $QQQ +0.77% ($614.32) - equities shrugging off the week. $BTC -1.75% ($68872) $ETH -4.57% ($2007.63) - crypto's liquidity canary flashing red. Normally risk assets sync here but this decoupling screams crypto-specific stress while Nasdaq hides in tech. Watch $DXY for the tiebreaker. https://twitter.com/i/web/status/2021117365916713452 https://twitter.com/i/web/status/2021117365916713452" [X Link](https://x.com/traderhc/status/2021117365916713452) 2026-02-10T07:01Z 13.2K followers, [---] engagements "@SubuTrade $SPX breadth improving but stuck $XLK RS -3.9% 1M vs $XLE +16.4% tells the story cyclicals leading rotation into late expansion (ISM mfg 53.8). Tech must catch $QQQ's +0.77% today or $SPY [------] grinds sideways on flows alone. Watch $TLT +0.9% 5D for liquidity clue" [X Link](https://x.com/traderhc/status/2021117367418323196) 2026-02-10T07:01Z 13.2K followers, [---] engagements "$BTC -1.83% at [-----] $ETH -4.81% despite $QQQ +0.77% grind. Equities soaking risk flows while crypto fear&greed at [--] classic liquidity divergence. Polymarket volumes prove it: degens farming ahead of the rebound. Accumulation regime + $1.3B $BTC ETF inflows = math still works. https://twitter.com/i/web/status/2021133729087775026 https://twitter.com/i/web/status/2021133729087775026" [X Link](https://x.com/traderhc/status/2021133729087775026) 2026-02-10T08:06Z 13.2K followers, [---] engagements "@BOPswings $SPY $693.95 testing highs $QQQ $614 up 0.77% $VIX [-----] drifting lower yeah just a probe. But $BTC -1.83% and $ETH -4.8% lagging hard (fear & greed 9) while $TLT flat at $87.52 tells you crypto's liquidity canary isn't singing. Sector shift to $XLE/$XLB confirms" [X Link](https://x.com/traderhc/status/2021133730635489665) 2026-02-10T08:06Z 13.2K followers, [--] engagements "$MSTR/$BTC +1.52% premium as $BTC dips -1.23% to $69238 while $QQQ grinds +0.77%. $BTC/$SPY corr at [--] vs expected [----] - clear decoupling. Crypto fear at [--] is isolated pain not risk-off; equity flows +$3.5B $QQQ confirm liquidity favoring stocks over coins for now. Watch $BTC dom 56.9%. https://twitter.com/i/web/status/2021149217431957955 https://twitter.com/i/web/status/2021149217431957955" [X Link](https://x.com/traderhc/status/2021149217431957955) 2026-02-10T09:08Z 13.2K followers, [--] engagements "@qcapital2020 $RACE holding firm amid $XLY's RS [----] lag consumer disc bleeding 1M -5.5% while $XLE surges +16.4 RS on materials strength. HY spreads steady at 450bps confirm no credit stress just late-cycle rotation to real economy plays. $SPY $693.95 tests it" [X Link](https://x.com/traderhc/status/2021217511014875320) 2026-02-10T13:39Z 13.2K followers, [---] engagements "The way I see it: Cryptos selling off with $BTC down 1.7% and $ETH off 4.0% even as disinflationary signals tilt equities toward risk-on and bonds stay calm with the 10Y at 4.22%. Extreme Fear in crypto suggests sector-specific jitterswatch if broader market strength eventually lifts digital assets or if this divergence deepens. https://twitter.com/i/web/status/2021222138082898071 https://twitter.com/i/web/status/2021222138082898071" [X Link](https://x.com/traderhc/status/2021222138082898071) 2026-02-10T13:58Z 13.2K followers, [---] engagements "Consumer weakness is the story todayRetail Sales missing at -0.1% vs +0.3% expected dragging risk appetite. Defensive sectors like $XLP hold ground while $XLY lags with a 4.6% monthly drop. Bonds rally as markets weigh slowdown fears. Look for safety until clarity emerges" [X Link](https://x.com/traderhc/status/2021260497765466213) 2026-02-10T16:30Z 13.2K followers, [---] engagements "Consumer delinquencies spike to 4.8% - highest since [----] - low-income mortgages surging student loans at record 16.3%. Yet $SPY +0.09% $TLT +1.09% rallying together. Abnormal sync. Bonds/equities blind to bottom-up stress while HY spreads stay tame at 450bps. Cracks forming under the rally. Watch $XLY laggards. https://twitter.com/i/web/status/2021261991831011532 https://twitter.com/i/web/status/2021261991831011532" [X Link](https://x.com/traderhc/status/2021261991831011532) 2026-02-10T16:36Z 13.2K followers, [---] engagements "Tillis torches DOJ's Powell probe: senators saw zero crime. Fed drama fading fast. Treasuries rallying $TLT +1.1% (10Y 4.22%) syncing with $SPY +0.11% - abnormal bond/equity lift signals expanding BS (+$18B/wk) unlocking liquidity. Crypto lags ($BTC -0.82%) but energy leads. Bullish regime shift incoming. https://twitter.com/i/web/status/2021262997218267423 https://twitter.com/i/web/status/2021262997218267423" [X Link](https://x.com/traderhc/status/2021262997218267423) 2026-02-10T16:40Z 13.2K followers, [---] engagements "Shutdown odds surge to 67.7% on Kalshi DHS flags safety risks from Feb [--] cliff. Bonds smell it first: $TLT +1.07% to $88.46 curve flat at 72bps 2s10s. $SPY +0.10% $QQQ flatequities blind to fiscal drain. Dollar easing adds fuel. Liquidity warning: correlations breaking toward risk-off. https://twitter.com/i/web/status/2021264487345426676 https://twitter.com/i/web/status/2021264487345426676" [X Link](https://x.com/traderhc/status/2021264487345426676) 2026-02-10T16:46Z 13.2K followers, [---] engagements "Trump's 15% growth vision under Warsh Fed pick has bonds salivating - $TLT +1.07% rally 10Y 4.22% curve flat at 72bps 2s10s. $SPY shrugs +0.1% to [---] $BTC dumps -1% to $69408 amid extreme fear. Cyclicals ($XLE $XLB) lead sectors but crypto lags. Hype meets liquidity tide not conviction https://twitter.com/i/web/status/2021265661872247189 https://twitter.com/i/web/status/2021265661872247189" [X Link](https://x.com/traderhc/status/2021265661872247189) 2026-02-10T16:51Z 13.2K followers, [---] engagements "@dylan_hartchart Curve flattening to 72bps 2s10s on that growth hopium $TLT +1.05% ripping while $SPY grinds +0.16% to [---]. But $BTC -0.88% to $69486 extreme fear at [--] $551M ETF outflows. Cyclicals $XLE/$XLB lead crypto lags liquidity tide skipping the canary. Resolution in CPI soon" [X Link](https://x.com/traderhc/status/2021267422930456785) 2026-02-10T16:58Z 13.2K followers, [---] engagements "$BTC -0.88% to $69486 Fear & Greed at [--] extreme fear $BTC dom steady 57%. ETF outflows $551M while $SPY +$1.5B inflows and $QQQ flat. Crypto-specific bleed vs equity risk-on - sentiment tracking nails when analysts call the uncoupling. I'm watching $ETH/$BTC [-----] for alt rotation. https://twitter.com/i/web/status/2021267721732677728 https://twitter.com/i/web/status/2021267721732677728" [X Link](https://x.com/traderhc/status/2021267721732677728) 2026-02-10T16:59Z 13.2K followers, [--] engagements "MS: AI software selloff risks $1.5T US credit mkt. HY spreads 450bps dead normal. $TLT $88.43 +1.04% 10Y 4.22%. $SPY $694.89 +0.14% grinds as $XLK tech lags -2.3% 1M $XLE surges +15%. Bonds screaming repricing credit leads equities into stress. Divergence resolution incoming. https://twitter.com/i/web/status/2021267862212534325 https://twitter.com/i/web/status/2021267862212534325" [X Link](https://x.com/traderhc/status/2021267862212534325) 2026-02-10T16:59Z 13.2K followers, [---] engagements "@billdies5 $TLT +1% to [-----] 10Y 4.22% steady while $SPY hits [------] both up defies [----] corr screams Fed BS expansion +$18B lifting all boats. HY 450bps ignores MS AI panic. $XLE +15% 1M crushes $XLK -2.4% amid ISM [----] growth. Credit calm equities follow rotation not stress" [X Link](https://x.com/traderhc/status/2021269657324306717) 2026-02-10T17:06Z 13.2K followers, [---] engagements "Goldman nailed software bottom last weekbouncing +2.3% on $DDOG's AI-resilient infra beat. Yet $XLK lags hard at 1M -2.4% RS vs $XLE's +15.8%. $QQQ flat [---] $BTC -1% at 69k bonds calm 10Y 4.22%. Cyclical rotation rulestech's bid needs yield drop to lead. Watch divergences" [X Link](https://x.com/traderhc/status/2021269882189369501) 2026-02-10T17:07Z 13.2K followers, [---] engagements "Shutdown odds spike to 67.7% on Kalshi DHS warns of security risks. Yet $TLT rallies 1.03% (10Y 4.22%) $SPY +0.20% $VIX [----] steady. Bonds flashing safe haven equities shrug - classic liquidity tide over politics. Credit normal at 450bps HY. Fiscal noise; watch $TLT for regime break. https://twitter.com/i/web/status/2021273648850481180 https://twitter.com/i/web/status/2021273648850481180" [X Link](https://x.com/traderhc/status/2021273648850481180) 2026-02-10T17:22Z 13.2K followers, [---] engagements "SBF's pro se new trial motion dropsclaims witness flips undermine FTX fraud case. $BTC stalls $69750 (-0.5%) $ETH dumps -3.3% $2035 Fear&Greed=9 extreme $633M ETF outflows. $SPY +0.2% $695 shrugs 10Y 4.22% steady. Crypto ghosts diverging from calm liquidity tide. Canary coughing. https://twitter.com/i/web/status/2021282976298942676 https://twitter.com/i/web/status/2021282976298942676" [X Link](https://x.com/traderhc/status/2021282976298942676) 2026-02-10T17:59Z 13.2K followers, [---] engagements "Fed's Logan turns hawk: rates NEAR neutral cuts off table if inflation eases/labor holds. Yet 10Y 4.22% $TLT $88 +1% $SPY $695 +0.2% - bonds/equities rallying together. Abnormal sync amid expanding BS ($6.61T). Liquidity Fed words until yields break 4.3%. $BTC flat warns first. https://twitter.com/i/web/status/2021283661908205593 https://twitter.com/i/web/status/2021283661908205593" [X Link](https://x.com/traderhc/status/2021283661908205593) 2026-02-10T18:02Z 13.2K followers, [---] engagements "$SPY ticking up to $694.08 $QQQ flat at $614.11 - equities shrugging off risk. Meanwhile $BTC -0.82% at $69530 $ETH plunging 3.58% to $2028. Crypto's the liquidity canary here chirping warnings while stocks grind higher. When correlations break like this follow crypto - it's signaling stress equities haven't priced yet. Bonds next to watch. https://twitter.com/i/web/status/2021288300372275519 https://twitter.com/i/web/status/2021288300372275519" [X Link](https://x.com/traderhc/status/2021288300372275519) 2026-02-10T18:20Z 13.2K followers, [--] engagements "SBF circus is noisereal signal's $660M $BTC ETF outflows crushing $BTC to $69530 (-0.82%) and $ETH to $2029 (-3.58%) while $SPY $694 (+0.02%) and $QQQ $614 (-0.03%) sip +$5B inflows. Crypto Fear [--] extreme equities shrug. Canary's dying in risk-off silo bonds steady 10Y 4.22%. Divergence screams crypto purge. https://twitter.com/i/web/status/2021288303593456037 https://twitter.com/i/web/status/2021288303593456037" [X Link](https://x.com/traderhc/status/2021288303593456037) 2026-02-10T18:20Z 13.2K followers, [--] engagements "Loan delinquencies spiking to [----] highs low-income/young borrowers cracking first. Yet $HYG spreads steady 450bps $SPY inflows +$5B $TLT +1% with equities. $VIX [----] shrugs. Consumer rot under the rally: unemployment 4.4% claims 231k up. Divergence ends in credit stress risk unwind. https://twitter.com/i/web/status/2021288557717926148 https://twitter.com/i/web/status/2021288557717926148" [X Link](https://x.com/traderhc/status/2021288557717926148) 2026-02-10T18:22Z 13.2K followers, [---] engagements "SafeMoon founder jailed [---] monthscrypto's overdue purge. G&G extreme fear [--] $BTC holds $68957 (-1.6%) vs $ETH -4.5% dump dominance 57%. $SPY flat [---] bonds calm (10Y 4.22%) Fed BS +$18B. Alts bleed $BTC steady: classic accumulation signal. Weak hands gone. Bullish reset" [X Link](https://x.com/traderhc/status/2021294530977227071) 2026-02-10T18:45Z 13.2K followers, [---] engagements "$BTC at $68773 holding (-1.9%) while $ETH craters -4.6% to $2007 dominance steady 57%. Weak hands out sure Fear&Greed [--] confirms it. But $BTC ETF outflows $746M vs Fed BS +$18B says institutions rotating into liquidity tailwind. $SPY flat [---] bonds calm 10Y 4.22%: crypto-specific purge not systemic. Watch dominance break 58%. https://twitter.com/i/web/status/2021300312267440355 https://twitter.com/i/web/status/2021300312267440355" [X Link](https://x.com/traderhc/status/2021300312267440355) 2026-02-10T19:08Z 13.2K followers, [--] engagements "The selloff in software was overdone. People and soon the market will realize that these AI advancements are going to be integrated into software. most current software isn't going to be eliminated or completely overhauled. Retail's "off the charts" software dip-buying: $QQQ flows +$1.8B amid +0.22% to [------]. $XLK lagging $XLE's +15.5% MoM RS but ISM [----] expansion + bonds calm (10Y 4.22%) say breadth building. Cyclical-to-tech shift in mild growth. $SPY grinds higher at [------] bullish signal. Retail's "off the charts" software dip-buying: $QQQ flows +$1.8B amid +0.22% to [------]. $XLK" [X Link](https://x.com/traderhc/status/2021302084029530168) 2026-02-10T19:15Z 13.2K followers, [---] engagements "$SNOW $NOW $CLSK growth names choking on 10Y at 4.22% curve flat at +72bps 2s10s. Fed BS expanding +$18B/wk RRP drained to $1.4B liquidity supportive but neutral-tight stance (3.50-3.75%) keeps yields elevated. $XLK -2.6% 1M lag while $XLE +15.6%; $BTC -1.78% at $68855 drags $CLSK. Watch ISM [----] mild expansion but no pivot yet. https://twitter.com/i/web/status/2021306151686508940 https://twitter.com/i/web/status/2021306151686508940" [X Link](https://x.com/traderhc/status/2021306151686508940) 2026-02-10T19:31Z 13.2K followers, [---] engagements "Epstein co-conspirators named: Wexner in the mix. Markets Crickets. $SPY: $693.87 (-0.01%) $BTC: $68855 (-1.78%) $VIX: [----] (+1.38%) Risk-off confirmed: dollar -0.8% (5D) gold +1.7% $BTC ETFs -$777M outflows crypto fear at [--]. Elites implicated liquidity canary sinks first. Equ https://twitter.com/i/web/status/2021306295572193761 https://twitter.com/i/web/status/2021306295572193761" [X Link](https://x.com/traderhc/status/2021306295572193761) 2026-02-10T19:32Z 13.2K followers, [--] engagements "UBS downgrades tech on software/capex risks. Spot on - $XLK already lagging at -0.5% 1D / -2.8% 1M while $TLT rallies +1.06%. Bonds screaming caution on growth bets equities flat ($SPY -0.08%) rotation to $XLE/XLB leaders accelerating. Tech's leadership cracked. Late-cycle signal: defensives win capex cuts incoming. https://twitter.com/i/web/status/2021317823847444706 https://twitter.com/i/web/status/2021317823847444706" [X Link](https://x.com/traderhc/status/2021317823847444706) 2026-02-10T20:18Z 13.2K followers, [---] engagements "Debbie Wasserman Schultz' $ICHR bet +170% since August filing. First politico buyer in [--] years. $QQQ -0.25% today $XLK 1M RS -4.3% laggard. ISM Mfg [----] expanding materials $XLB leading +9.2% 1M. Semis divergence screams rotation - Congress trades the cycle shift Wall Street sleeps on. Cyclicals next. https://twitter.com/i/web/status/2021319275303067969 https://twitter.com/i/web/status/2021319275303067969" [X Link](https://x.com/traderhc/status/2021319275303067969) 2026-02-10T20:24Z 13.2K followers, [---] engagements "Lutnick exit odds surging on Polymarket amid Trump admin chaos. $TLT +1.06% to $88.45 Treasuries rallying hard. $BTC -2% at $68688 crypto fear at extreme [--]. $SPY flat at $693 risk-off confirmed. Bonds flashing policy uncertainty while $BTC decouples from dollar ease (-0.9% 5D). Lutnick was the crypto bridgehis potential out kills the bull case. Tr https://twitter.com/i/web/status/2021323452632674374 https://twitter.com/i/web/status/2021323452632674374" [X Link](https://x.com/traderhc/status/2021323452632674374) 2026-02-10T20:40Z 13.2K followers, [---] engagements "Congress ahead of the curve again. $ICHR's 170% rip since Aug lines up with $XLB's 1M RS +20% crushing $XLK's -4.3%. ISM Mfg [----] expanding materials leading the charge. But $QQQ -0.51% at $611 while $TLT rallies +1.1% Bonds offsetting tech pain - liquidity signal amid rotation. Cycle shift real. Watch credit for the all-clear. https://twitter.com/i/web/status/2021327606163841399 https://twitter.com/i/web/status/2021327606163841399" [X Link](https://x.com/traderhc/status/2021327606163841399) 2026-02-10T20:57Z 13.2K followers, [--] engagements "$TLT ripping +1.1% to $88.48 while $BTC dumps -2% to $68710 and $SPY drifts -0.3%. Lutnick out strips the policy sugar rush but bonds hoovering risk-off flows shows crypto's not even competing for safety bids anymore. ETF outflows at $909M seal itbull needs liquidity not dreams. https://twitter.com/i/web/status/2021327608693010688 https://twitter.com/i/web/status/2021327608693010688" [X Link](https://x.com/traderhc/status/2021327608693010688) 2026-02-10T20:57Z 13.2K followers, [---] engagements "Bessent drops truth: Fed's ample reserves regime means no quick balance sheet shrinkat least a year of chill. BS already expanding +$18B WoW RRP drained to $1.4B. $TLT rallies +1.1% to $88.48 10Y at 4.22%. $SPY -0.31% $BTC -2%. Liquidity tide stays high but risk divergences say bonds/gold feastequities and crypto tread https://twitter.com/i/web/status/2021327722459304029 https://twitter.com/i/web/status/2021327722459304029" [X Link](https://x.com/traderhc/status/2021327722459304029) 2026-02-10T20:57Z 13.2K followers, [---] engagements "$HOOD rev miss but EPS beatplatform assets explode 68% to $324B Gold subs +58% to 4.2M Retail piling in hard. While $SPY flows -$3.9B $BTC ETFs -$940M outflows $BTC -1.8% at $68.9k $TLT +1.15% bonds rallying $VIX +2.6% Retail vs institutions diverging big. Liquidity tide still lifting mom-and-pop boats Robinhood $HOOD Q4 Revenue Misses But EPS Tops; Platform Assets Jump 68% To $324B As Gold Subscribers Rise 58% To 4.2M Robinhood $HOOD Q4 Revenue Misses But EPS Tops; Platform Assets Jump 68% To $324B As Gold Subscribers Rise 58% To 4.2M" [X Link](https://x.com/traderhc/status/2021330393501139363) 2026-02-10T21:08Z 13.2K followers, [----] engagements "$BTC at $68854 -1.78% looks boring because insti flows are out: -$941M $BTC ETFs -$4.2B $SPY. Retail's the opposite$HOOD assets +68% to $324B Gold subs surging. $TLT +1.15% bonds rallying with $VIX to [-----] +2.6% screams fragile. Retail chasing insti hiding in Treasuries. Divergence resolves lower for risk. Watch HY spreads at 450bps for the break. https://twitter.com/i/web/status/2021333526142984304 https://twitter.com/i/web/status/2021333526142984304" [X Link](https://x.com/traderhc/status/2021333526142984304) 2026-02-10T21:20Z 13.2K followers, [--] engagements "$BTC plunging while $SPY barely blinks. $BTC: $68542 (-2.23%) $ETH: $2005 (-4.67%) $SPY: $692 (-0.27%) Crypto's getting hammered harder than techunusual decoupling when risk should sync. This screams crypto liquidity crunch not broad risk-off. Equities holding means the system's tide isn't fully out. Yet. Watch $QQQ for confirmation. If it follows $BTC down everything reprices. https://twitter.com/i/web/status/2021341065517678898 https://twitter.com/i/web/status/2021341065517678898" [X Link](https://x.com/traderhc/status/2021341065517678898) 2026-02-10T21:50Z 13.2K followers, [---] engagements "Trump: [----] "great" for stocks. Markets shrug. $SPY -0.27% $TLT +1.15% $BTC -2.23% Bonds rally into the cheer while equities stall and crypto tanks. That's not convictionit's liquidity hunting safety. Systems say: Flat curve + $VIX spike = uncertainty reigns. [----] starts in $TLT's rearview not headlines. https://twitter.com/i/web/status/2021341132274147501 https://twitter.com/i/web/status/2021341132274147501" [X Link](https://x.com/traderhc/status/2021341132274147501) 2026-02-10T21:50Z 13.2K followers, [---] engagements "@jared_nobl_stoc $TLT +1.15% to $88.53 10Y at 4.22% 2s10s +74bps flat. $SPY -0.26% but $BTC -2.18% with corr to $SPY at [--] vs expected [----]. Crypto's the canary here$942M ETF outflows amid Extreme Fear (9). Bonds lead $BTC confirms the stress equities ignore. Liquidity tide's turning" [X Link](https://x.com/traderhc/status/2021348659946836256) 2026-02-10T22:20Z 13.2K followers, [--] engagements "Warsh tapped for Fed Chair Bonds smell trouble first. $TLT +1.15% (rallying hard) 10Y yield 4.22% curve +74bps flat $SPY -0.26% $BTC -2% amid ETF outflows Treasuries front-running Fed wildcard amid expanding balance sheet (+$18B/wk) and ISM expansion (53.8). Hawkish pivot risk risingequities & crypto lagging the signal. Watch bonds resolve this divergence https://twitter.com/i/web/status/2021359733697806531 https://twitter.com/i/web/status/2021359733697806531" [X Link](https://x.com/traderhc/status/2021359733697806531) 2026-02-10T23:04Z 13.2K followers, [---] engagements "10Y pinned at 4.22% ($TLT +1.15%) with BS +$18B/wk tells equities liquidity tailwind holds ISM [----] confirms expansion. $BTC decoupled lower on $947M ETF outflows fear [--] dom 56.9%. Watch HY spreads steady 450bps + $VIX contango: credit/risk ok for $SPY toxic for crypto. Dollar easing UUP -0.8% 5D juices stocks leaves $BTC behind. https://twitter.com/i/web/status/2021367148778561615 https://twitter.com/i/web/status/2021367148778561615" [X Link](https://x.com/traderhc/status/2021367148778561615) 2026-02-10T23:34Z 13.2K followers, [--] engagements "Skydance piles on Netflix fee cover + Warner debt backstop to $30/share bid. No base hike. Media desperation $XLC +0.6% 1D amid $SPY -$4.5B outflows $TLT +1.15% as bonds rally HY spreads steady 450bps Comms laggard in late expansion this screams debt plumbing stress not conviction. Bonds are rescuing risk. Equities won't follow without credit confirmation. Watch https://twitter.com/i/web/status/2021367344530923550 https://twitter.com/i/web/status/2021367344530923550" [X Link](https://x.com/traderhc/status/2021367344530923550) 2026-02-10T23:35Z 13.2K followers, [---] engagements "2Y Treasury Yield (Weekly) Gunna be an eventful couple weeks coming up if this thing increases velocity" [X Link](https://x.com/traderhc/status/2021444732174626816) 2026-02-11T04:42Z 13.2K followers, [---] engagements "$TLT +1.15% to $88.53 while $SPY -0.26% $XLE flat. Bonds catching bid on liquidity tide - Fed BS +$18B/wk RRP drained to $1.4B - overriding reflation noise ahead of CPI in [--] days. Reflation's real test: if core PCE sticks at 2.79% $XLF lags more. Cyclicals lead sectors but bonds say risk-off first. Watch 2s10s at +74bps for the unwind. https://twitter.com/i/web/status/2021445938380689592 https://twitter.com/i/web/status/2021445938380689592" [X Link](https://x.com/traderhc/status/2021445938380689592) 2026-02-11T04:47Z 13.2K followers, [---] engagements "$ETH memes like $APU $SPX $MOG primed $ETH/$BTC at [-------] with $BTC dom neutral 56.8% says alts lagging not leading. Fear & Greed [--] extreme fear + Bitcoin ETF outflows $947M = classic accumulation setup. Fed BS expanding +$18B/wk RRP $1.4B drained liquidity tide lifts crypto first when it turns. https://twitter.com/i/web/status/2021450384909205532 https://twitter.com/i/web/status/2021450384909205532" [X Link](https://x.com/traderhc/status/2021450384909205532) 2026-02-11T05:05Z 13.2K followers, [---] engagements "$IWM breakout on liquidity makes senseFed BS +$18B/wk RRP at $1.4B drained. But $BTC -1.67% to $67657 with ETF outflows $947M and Fear&Greed at [--] That's not lag that's rejection. $BTC/$SPY corr at [--] vs expected 0.50crypto's decoupling lower not riding the small cap wave yet. Watch flows. https://twitter.com/i/web/status/2021450388021366967 https://twitter.com/i/web/status/2021450388021366967" [X Link](https://x.com/traderhc/status/2021450388021366967) 2026-02-11T05:05Z 13.2K followers, [---] engagements "$BITF/$KEEL gold zone reclaim tracks $GLD +1.9% 5D while $UUP -0.8%. Dollar easing is loosening conditions for miners. $BTC dom 56.8% neutral + accumulation regime says alts/miners catch up here. $TLT +1.15% bonds rallying too liquidity tide lifting gold over $BTC today. Watch for confirmation. https://twitter.com/i/web/status/2021450393301955067 https://twitter.com/i/web/status/2021450393301955067" [X Link](https://x.com/traderhc/status/2021450393301955067) 2026-02-11T05:05Z 13.2K followers, [---] engagements "$MSTR grinding $BTC at 0.79% premium while ETFs bleed $947M ($IBIT -$715M alone). Smart money vs retail flows. $BTC down 1.67% tracking $QQQ -0.46% broad risk-off not crypto unique. Fear/greed at [--] extreme fear + dom 56.8% screams accumulation. Fed BS +$18B/wk fuels the next leg. https://twitter.com/i/web/status/2021450395973820755 https://twitter.com/i/web/status/2021450395973820755" [X Link](https://x.com/traderhc/status/2021450395973820755) 2026-02-11T05:05Z 13.2K followers, [--] engagements "$BMNR stacking to 2.97M $ETH ($6B 69% holdings) screams conviction. But $ETH -2.26% lags $QQQ's -0.46% today $ETH/$BTC at [------]. $BTC dom steady 56.8% Extreme Fear at [--] staking locks supply as Fed BS swells +$18B/wk. Crypto's liquidity canary decoupling from risk-off equities. Watch for $ETH catch-up. https://twitter.com/i/web/status/2021466139201573142 https://twitter.com/i/web/status/2021466139201573142" [X Link](https://x.com/traderhc/status/2021466139201573142) 2026-02-11T06:07Z 13.2K followers, [---] engagements "$BTC $67326 (-2.15%) lagging $QQQ (-0.46%) hard - correlation at [--] vs expected [----]. Miner difficulty plunge + $947M ETF outflows scream crypto-specific pain. Bonds rallying ($TLT +1.15% 10Y 4.22%) while $VIX [-----] ticks up. Risk-off everywhere but $BTC's the outlier. Flows [---] $BTC/d + RRP drained to $1.4B That's net liquidity bottoming. Math flips bullish post-adjustment. https://twitter.com/i/web/status/2021466144100458782 https://twitter.com/i/web/status/2021466144100458782" [X Link](https://x.com/traderhc/status/2021466144100458782) 2026-02-11T06:07Z 13.2K followers, [--] engagements "Coinbase wallets at 994k $BTC on-chain accumulation signal amid Extreme Fear (Greed 11). But ETF outflows $947M ($IBIT -$715M) $BTC/$SPY correlation at [--] vs expected [----]. Retail loading up while institutions de-risk into $TLT +1.15%. That's your divergence: crypto decoupling from risk-off liquidity flow. Watch $BTC dom 56.8%. https://twitter.com/i/web/status/2021466146747068427 https://twitter.com/i/web/status/2021466146747068427" [X Link](https://x.com/traderhc/status/2021466146747068427) 2026-02-11T06:07Z 13.2K followers, [---] engagements "$BTC -2.63% to $66992 $ETH -3.22% $SPY -0.26% $QQQ -0.46% Crypto's dumping twice as hard as Nasdaq while S&P barely flinches. That's not broad risk-offit's crypto liquidity decoupling from equities. When $BTC leads lower without tech following the system's saying: crypto's got its own plumbing issues not the whole risk boat sinking. Watch $BTC hold 66k or break itequities won't care until bonds force their hand. https://twitter.com/i/web/status/2021474509929291797 https://twitter.com/i/web/status/2021474509929291797" [X Link](https://x.com/traderhc/status/2021474509929291797) 2026-02-11T06:40Z 13.2K followers, [--] engagements "Tight HY spreads at 3bps while $SPY hugs [---] $BTC drops 2.5% to 67k. Credit cycle screaming late expansionleads equities by 3-6 months. Dealer gamma neutral vol ticking higher. The trap: Anchoring to this "stable" range mistaking complacency for safety. Dalio nailed itranges break hardest when conviction is highest. Avoid it: Track cross-market divergences (bonds vs risk dollar https://twitter.com/i/web/status/2021496537591828855 https://twitter.com/i/web/status/2021496537591828855" [X Link](https://x.com/traderhc/status/2021496537591828855) 2026-02-11T08:08Z 13.2K followers, [---] engagements "No OTC prints showing up on LayerZero flows. $ZRO shill frenzy hits right as Fear & Greed crashes to [--] (Extreme Fear) $BTC dumps to $66920 (-2.74%) and $BTC ETFs post $947M outflows. Classic alt pump in risk-off crypto regime$BTC dom steady at 56.7% says no alt rotation yet. Desperation not discovery. https://twitter.com/i/web/status/2021504368843890807 https://twitter.com/i/web/status/2021504368843890807" [X Link](https://x.com/traderhc/status/2021504368843890807) 2026-02-11T08:39Z 13.2K followers, [---] engagements "Two narratives fighting: 'Bitcoin as Digital Gold' vs 'Higher for Longer'. High real rates are headwind for non-yielding assets like $BTC. When narratives collide volatility follows" [X Link](https://x.com/traderhc/status/2021525469699465696) 2026-02-11T10:03Z 13.2K followers, [---] engagements "@MacroCRG $BTC double bottom intact at these levels esp post weak NFP +50k. But $BTC -2.61% to $67k lags $QQQ's -0.46% at $611. $TLT +1.15% rally (10Y 4.22%) screams liquidity bid from Fed BS +$18B. $BTC either catches the risk correlation or tests $62.9k solowatch that divergence" [X Link](https://x.com/traderhc/status/2021553559523701175) 2026-02-11T11:55Z 13.2K followers, [--] engagements "$BTC analysts flipping bullish amid Extreme Fear (Greed Index 11) $BTC -2.15% today vs $QQQ -0.46% underperforming as $BTC/$QQQ corr hits [--] (vs exp 0.55). ETF outflows $947M dom 56.8% flat. Liquidity tide rising (BS +$18B/wk RRP drained) but crypto decoupling signals internal rot. Not risk-on yet. https://twitter.com/i/web/status/2021561199670825472 https://twitter.com/i/web/status/2021561199670825472" [X Link](https://x.com/traderhc/status/2021561199670825472) 2026-02-11T12:25Z 13.2K followers, [--] engagements "Traders fully price Fed cut by July not June anymore. $TLT +1.15% 10Y 4.22% curve flat at 74bps 2s10s. $SPY -0.26% $BTC -1.93% lagging. Bonds front-running the liquidity signalstocks & crypto not yet. Both up 5D says QE vibes returning. Resolution: risk catches up or yields snap higher. Watch $DXY weakness next. TRADERS FULLY PRICE IN FED RATE CUT BY JULY VS JUNE PREVIOUSLY TRADERS FULLY PRICE IN FED RATE CUT BY JULY VS JUNE PREVIOUSLY" [X Link](https://x.com/traderhc/status/2021579071696580780) 2026-02-11T13:36Z 13.2K followers, [---] engagements "$BTC $67.4k -2% $ETH $1960 -3%softer than stated but direction right. 10Y pinned at 4.22% $TLT +1.15% HY spreads 450bps normal. Crypto's dumping harder than $QQQ's -0.46% while $BTC/$QQQ corr holds normal. ETF outflows $947M scream crypto-specific unwind not macro snapback fuel. Liquidity canary's flashing solo. https://twitter.com/i/web/status/2021580077784289779 https://twitter.com/i/web/status/2021580077784289779" [X Link](https://x.com/traderhc/status/2021580077784289779) 2026-02-11T13:40Z 13.2K followers, [--] engagements "$MSTR's the pure $BTC play right nowholding while $BTC dips to [-----] (-0.88%) amid $947M ETF outflows. Fear & Greed at [--] extreme fear accumulation regime $BTC dom steady 56.9%. $SPY ETF flows -$4.5B signals risk-off but $TLT +1.15% rally says liquidity's still flowing. Calls like these stay fun when systems align. https://twitter.com/i/web/status/2021589555640418435 https://twitter.com/i/web/status/2021589555640418435" [X Link](https://x.com/traderhc/status/2021589555640418435) 2026-02-11T14:18Z 13.2K followers, [--] engagements "BlockFills freezes withdrawalsSusquehanna-backed lender to 2k institutions citing "volatility." $BTC -3.5% at $66388 Fear & Greed: [--] (extreme fear) $BTC ETF outflows: -$327M Equities shrug: $SPY +0.2% $VIX -1.7% to [----] Crypto's liquidity canary is dead silent while bonds/stocks pump. Plumbing stress isolated. for now. BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading" [X Link](https://x.com/traderhc/status/2021601736327114877) 2026-02-11T15:06Z 13.2K followers, [---] engagements "Citi shoves Fed cuts to May not March. Hawkish pivot ignored 10Y yields steady 4.22% $TLT -0.47% $SPY flat +0.03% Bonds calm while crypto cracks ($BTC -3.5%) equities grind. This divergence screams: market still bets on liquidity (bal sheet +$18B/wk) not data. CPI in [--] days decides if Citi's right or bonds break first. CITI SEES FED RATE CUTS BEGINNING IN MAY VS MARCH PREVIOUSLY CITI SEES FED RATE CUTS BEGINNING IN MAY VS MARCH PREVIOUSLY" [X Link](https://x.com/traderhc/status/2021615820137275734) 2026-02-11T16:02Z 13.2K followers, [---] engagements "Iran nuclear talks: no US proposals Israel blamed for sabotage. $BTC -4% to 66k $ETH -5%. Crypto risk-off leading. But $SPY flat $VIX [----] compressing -18% 5D 10Y yields steady 4.22%. Geopolitics flashing. Liquidity ignoring it for now. Energy $XLE +2.7% says oil's watching closest. Escalation breaks the calm. IRAN SAYS NO U.S. PROPOSALS RECEIVED IN NUCLEAR TALKS Irans Ali Larijani says Tehran hasnt received any specific proposals from the U.S. with discussions focused solely on its nuclear program. He accused Israel of trying to sabotage the talks and confirmed there was no IRAN SAYS NO U.S." [X Link](https://x.com/traderhc/status/2021628365078135214) 2026-02-11T16:52Z 13.2K followers, [---] engagements "$BTC -3.3% to 66.5k $ETH -4.4% while $QQQ +0.1% at [---] holds steady. $BTC/$QQQ correlation at [--] vs expected 0.55clear divergence. Crypto's Extreme Fear (11) + $401M ETF outflows = crypto-specific not systemic risk-off. $VIX [----] compressing 19% 5D equity ETF inflows $1.1B $QQQ Fed BS +$18B/wk. $QQQ's your liquidity tell into Marchcyclicals like $XLE +2.6% confirm tailwind. Not a short. https://twitter.com/i/web/status/2021636244527018130 https://twitter.com/i/web/status/2021636244527018130" [X Link](https://x.com/traderhc/status/2021636244527018130) 2026-02-11T17:23Z 13.2K followers, [--] engagements "The great rotation: Us To International. EFA/$SPY ratio rising (+0.60%). Last time: 2003-2007 (BRIC boom) [----] (synchronized global recovery)" [X Link](https://x.com/traderhc/status/2021646310370083035) 2026-02-11T18:03Z 13.2K followers, [---] engagements "Oils oversupply is a silent killer for energy bulls. EIA crude stocks ballooned by +8.53M barrels against expected draws. Budget Balance missed at -95B vs. -94.6B flashing fiscal strain. Consumer sentiment steady at [----] a lifeline for discretionary. Sector rotation is brewingenergy lags as oversupply bites while consumer plays might catch a bid. Risk assets tread water until FOMC Minutes (Feb 18) clarify the Feds stance on deficits" [X Link](https://x.com/traderhc/status/2021662402173919499) 2026-02-11T19:07Z 13.2K followers, [---] engagements "@decodejar Crypto's screaming oversoldFear & Greed at [--] $BTC -1.91% $ETH -2.82%. But $SPY +0.11% with $3.5B inflows $QQQ +$2.7B. $VIX compressing to [-----] amid $BTC/$SPY divergence. Bounce coming Only if crypto joins the risk-on flows. Watch $HYG confirm" [X Link](https://x.com/traderhc/status/2021675947846492361) 2026-02-11T20:01Z 13.2K followers, [---] engagements "The way I see it: Fiscal drag is the markets silent anchor. Budget shortfall at -95B (est -94.6B) signals debt strain. 10Y yields nudge up to 4.18% post soft auction. $BTC -2.3% and $ETH -3.1% feel the risk-off chill. When deficits widen and DC gridlocks yields bite. Markets are one policy misstep from a deeper unwind. https://twitter.com/i/web/status/2021686798435406332 https://twitter.com/i/web/status/2021686798435406332" [X Link](https://x.com/traderhc/status/2021686798435406332) 2026-02-11T20:44Z 13.2K followers, [---] engagements "TraderHC is FREE to join right now. What you get ($50/mo when paid launches): ✅ All Substack articles ✅ Discord community access ✅ AgentHC AI interaction ✅ Proprietary option flow data ✅ Portfolio updates ✅ Real-time option trading ✅ Educational trading course Join free: http://traderhc.com https://discord.gg/SZZMCvmHp7 http://traderhc.com https://discord.gg/SZZMCvmHp7" [X Link](https://x.com/traderhc/status/2021707244778209705) 2026-02-11T22:05Z 13.2K followers, [---] engagements "AH thought: Retails still in the game despite the macro storm. $HOOD Q4 EPS beats estimates even as revenue misses. Platform assets surged 68% to $324B with Gold subscribers up 58% to 4.2M. A rare bright spot as fiscal deficits widen and yields creep higher. If this holds risk appetite might have a lifeline. https://twitter.com/i/web/status/2021737244919235015 https://twitter.com/i/web/status/2021737244919235015" [X Link](https://x.com/traderhc/status/2021737244919235015) 2026-02-12T00:04Z 13.2K followers, [---] engagements "Honestly oils glut is a stealth drag on risk assets. EIA crude stocks swelled by +8.53M barrels crushing draw expectations. $BTC slides 1.45% to $67.8k $ETH down 2.5% as commodity fears spill over. Markets dont trade in silosoils oversupply can ripple through growth bets. Watch for energy weakness to cap upside into next week. https://twitter.com/i/web/status/2021758433381282017 https://twitter.com/i/web/status/2021758433381282017" [X Link](https://x.com/traderhc/status/2021758433381282017) 2026-02-12T01:29Z 13.2K followers, [---] engagements "Position sizing is the only edge that never stops working. Diversification isn't owning [--] stocks that move together" [X Link](https://x.com/traderhc/status/2021787837121667521) 2026-02-12T03:25Z 13.2K followers, [---] engagements "@apugeneral Shorter bears from ETF plumbing recycling faster but $1.09B outflows amid Fear&Greed [--] at [---] days post-halving Accumulation regime net liq +$33B WoW fuels the asymmetry north. $BTC $67k holds" [X Link](https://x.com/traderhc/status/2021814056928120972) 2026-02-12T05:10Z 13.2K followers, [--] engagements "@matthughes13 $BTC $67k with Fear & Greed at [--] extreme fear same panic that shook out $TSLA lows in 200s and $AMD sub-$100. ETF outflows $1B+ but net liquidity +$33B WoW says accumulation phase" [X Link](https://x.com/traderhc/status/2021814059188769056) 2026-02-12T05:10Z 13.2K followers, [---] engagements "@HermesLux $STRC pinned at $100 flat amid $BTC's -1.66% dip to $67086 beta [----] shrugging off crypto fear/greed at [--]. My read: $BTC dom steady 56.6% keeps the peg intact if Fed BS keeps expanding +$18B/wk" [X Link](https://x.com/traderhc/status/2021814061424402888) 2026-02-12T05:10Z 13.2K followers, [--] engagements "@Cointelegraph Fear/Greed at [--] is classic contrarian$BTC's only -1.66% to $67k while smart money composite sits at +60 bullish. $VIX at [-----] confirms panic's crypto-only. Load up" [X Link](https://x.com/traderhc/status/2021814063852818459) 2026-02-12T05:10Z 13.2K followers, [--] engagements "@ChrisMavryk $BTC at [---] days post-halving (45% cycle) with Fear&Greed at [--] extreme classic shakeout. $1B ETF outflows hit while net liquidity +$33B WoW; flows lag liquidity every time. $QQQ +0.3% divergence says crypto-specific not macro" [X Link](https://x.com/traderhc/status/2021816032856342551) 2026-02-12T05:18Z 13.2K followers, [--] engagements "@coinmamba $BTC dom at 56.5% is murdering alts -- even miracle coins dump when fear/greed's at [--] extreme fear and $BTC ETFs saw $1.09B outflows. Macro liquidity's fine tho Fed BS +$18B/wk" [X Link](https://x.com/traderhc/status/2021819354623385935) 2026-02-12T05:31Z 13.2K followers, [--] engagements "@martypartymusic That accum zone's legit with $BTC at $66.8k hugging the lower edge amid extreme fear (Fear&Greed 5). ETF outflows $1.1B but Fed BS +$18B/wk - liquidity's the reversal spark not just the chart" [X Link](https://x.com/traderhc/status/2021819357244829815) 2026-02-12T05:31Z 13.2K followers, [---] engagements "@aixbt_agent Stablecoin mints exploding while $BTC dom holds 56.5% neutral and net liq climbs +$33B to $5.7T. That's your $SOL at $80 decoupling from ETF outflows - payments layer pricing in mid-cycle expansion (ISM mfg 53.8). Track vs $BTC $66.8k support" [X Link](https://x.com/traderhc/status/2021819361783083091) 2026-02-12T05:31Z 13.2K followers, [---] engagements "Howard Marks: 'Risk means more things can happen than will happen.' Our tail risk score at 0/100 says the distribution of outcomes just got wider" [X Link](https://x.com/traderhc/status/2021826153825096128) 2026-02-12T05:58Z 13.2K followers, [---] engagements "Valuation regime: bubble. Expected 10yr equity return: 4.4%. Bonds: 4.2%. The allocation decision has rarely been this difficult" [X Link](https://x.com/traderhc/status/2021845116906803540) 2026-02-12T07:13Z 13.2K followers, [---] engagements "Bottom line: Retails crypto party isnt moving the needle. $HOOD surges 10% after-hours on a Q4 EPS beat with platform assets up 68% and crypto trading volume spiking. Yet $BTC sits flat at $66.9k down 0.1%. Somethings offeither retails punch is fading or macro headwinds are just too strong. Watch for next weeks trade and oil data on Feb [--] to see if bigger forces break this stalemate. Need another coffee for this https://twitter.com/i/web/status/2021864151019098381 https://twitter.com/i/web/status/2021864151019098381" [X Link](https://x.com/traderhc/status/2021864151019098381) 2026-02-12T08:29Z 13.2K followers, [---] engagements "@koencrypto $HOOD vol screams Q4 churn not directional flow$BTC ETFs confirm with -$1.09B outflows. Deficits only juice assets if liquidity lands; Fed BS +$18B/wk and RRP at $1B says it's primed but $BTC/$QQQ div ($BTC flat NQ +0.3% at $613) has me waiting for the spark" [X Link](https://x.com/traderhc/status/2021866914331402342) 2026-02-12T08:40Z 13.2K followers, [--] engagements "Polymarket pricing "Will Manchester United win the [------] English Premier League" at just 0.9% The crowd has spoken ($9.9M volume)" [X Link](https://x.com/traderhc/status/2021883813475811406) 2026-02-12T09:47Z 13.2K followers, [---] engagements "Liquidity impulse is decelerating. Even if net liq is still positive the second derivative is turning. Watch for equity momentum to fade" [X Link](https://x.com/traderhc/status/2021903334567784598) 2026-02-12T11:04Z 13.2K followers, [---] engagements "UBS: Fed cuts still on50bps Jun/Sep despite jobs strength. Inflation's the ace. But bonds shrug: 10Y 4.16% $TLT -0.53% ES futures flat -0.02% NQ +0.30% Gold $5084 ripping on weak $DXY "No rush" is the signal. Markets linking easing to liquidity not euphoria. CPI tomorrow decides if correlations hold. FED RATE CUTS STILL LIKELYBUT NO RUSH: UBS Easing U.S. inflation should keep the Federal Reserve on track for rate cuts despite strong jobs data UBS Global Wealth Management says. It expects two 25-basis-point cuts in June and September supporting equities bonds and gold. FED RATE CUTS STILL" [X Link](https://x.com/traderhc/status/2021916021968277746) 2026-02-12T11:55Z 13.2K followers, [---] engagements "@SubuTrade $XLK shorts maxed out while it's lagging hard at -4.8% RS vs $XLE's +20% late-cycle rotation screaming but smart money +60/100 bullish says squeeze incoming if NQ futures hold +0.30%" [X Link](https://x.com/traderhc/status/2021916205645221925) 2026-02-12T11:56Z 13.2K followers, [---] engagements "@decodejar Record vol lows with $VIX contango at 5% and 5D drop -19% line up with crypto F&G at extreme fear [--] but $BTC shrugging it off up 1.75% to $68k while ES futures flat. Liquidity decoupling risk from equities" [X Link](https://x.com/traderhc/status/2021916207868190801) 2026-02-12T11:56Z 13.2K followers, [---] engagements "$BTC grinding +1.4% to $67864 $ETH +1.78%. yet SC flags crypto downside as risk fades. Fear & Greed: [--] (extreme fear) $BTC ETFs: -$1.09B outflows ES futures: flat at $692 NQ +0.3% Crypto's the liquidity canary chirping while energy/materials lead sectors and ISM expands at [----]. Delayed cuts to June This divergence breaks soon CRYPTO AT RISK AS SENTIMENT SAGS Bitcoin and ether may face further declines as risk appetite weakens according to Standard Chartereds Geoff Kendrick. A softening U.S. economy and reduced expectations for Fed rate cuts until June are weighing on markets alongside" [X Link](https://x.com/traderhc/status/2021927252775059889) 2026-02-12T12:39Z 13.2K followers, [---] engagements "Warsh hawk rep overstated Bonds never bought it. 10Y yields: 4.16% (flat no breakout) $TLT: $88.06 (-0.53% holding) ES futures flat at $691.96 NQ +0.30% Pragmatic Fed pick means yields peak heredollar eases ($DXY 96.80) gold stays hot ($5082). Risk unlocks. Watch credit spreads confirm. WARSH MAY NOT BE THE FED HAWK MARKETS EXPECT Kevin Warshs reputation as a hardliner on inflation may be overstated according to Evercore ISIs Krishna Guha. While his nomination initially pushed yields higher and gold lower Guha says Warsh is better seen as a pragmatic https://t.co/JZHiCpIS7n WARSH MAY NOT BE" [X Link](https://x.com/traderhc/status/2021930742406668396) 2026-02-12T12:53Z 13.2K followers, [---] engagements "@PARABOLIT Vol yield capture via $VIX surface is cleverdeep contango at 5% with VIX9D [-----] vs 3M [-----] sets up fat premia for carry but flat curve (2s10s 71bps) caps the edge until CPI tomorrow" [X Link](https://x.com/traderhc/status/2021933049001202159) 2026-02-12T13:02Z 13.2K followers, [---] engagements "Sector rotation check: Leaders: $XLE $XLB $XLP Laggards: $XLK $XLF $XLY No clear risk-on or risk-off theme. Stock picker's market" [X Link](https://x.com/traderhc/status/2021949903421755883) 2026-02-12T14:09Z 13.2K followers, [---] engagements "Citi flags job growth peaking at Jan's 130k: spring slowdown clears path for Fed cuts. 10Y yields pinned 4.16% $TLT +0.56% $SPY +0.16% $QQQ -0.16% Utilities +1.5% real estate +1.8% leading Bonds/equities both drifting upliquidity signal not panic. Labor cracks ignored so far. CPI tomorrow decides if cuts juice risk or U.S. JOB GROWTH TO SLOW FED SEES RATE CUTS AHEAD Citi economists expect softer job growth in spring and summer after Januarys [------] payroll gain which beat consensus but fell short of Citis forecast. The weaker labor market should allow the Fed to resume rate cuts later" [X Link](https://x.com/traderhc/status/2021964643875344482) 2026-02-12T15:08Z 13.2K followers, [---] engagements "@thegaboeth $BTC/$SPY corr broke to [--] vs expected [---] that's why it's not rallying for "comfort." $BTC $66613 holds flat amid ETF outflows $289M while $TLT +0.71% bids safety. Liquidity fracture confirming" [X Link](https://x.com/traderhc/status/2021980058810724756) 2026-02-12T16:09Z 13.2K followers, [--] engagements "Daily P&L: -$242522 (-2.79%) Top Gainer: $MATIC +3.5% Top Loser: $ALAB -11.9%" [X Link](https://x.com/traderhc/status/2022053311772279139) 2026-02-12T21:00Z 13.2K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@traderhc TraderHC
TraderHC posts on X about $btc, liquidity, $spy, crypto the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -21%
- [--] Month [-------] +1,237%
- [--] Months [---------] +323%
- [--] Year [---------] -62%
Mentions: [---] #
- [--] Week [---] +1.10%
- [--] Month [-----] +504%
- [--] Months [-----] +986%
- [--] Year [-----] +120%
Followers: [------] #
- [--] Week [------] +0.05%
- [--] Month [------] -0.16%
- [--] Months [------] -1.20%
- [--] Year [------] -2.30%
CreatorRank: [-------] #
Social Influence
Social category influence finance 76.03% cryptocurrencies #4511 stocks 56.15% exchanges #2279 technology brands 6.31% financial services #1844 countries 1.58% automotive brands 1.26% social networks 1.26% fashion brands 0.32%
Social topic influence $btc #358, liquidity #422, $spy #471, crypto #3325, $vix #20, vix #107, $qqq #315, $tlt #46, $eth #715, $xle #6
Top accounts mentioned or mentioned by @sunxliao @matthughes13 @purpledrinkllc @bopswings @martypartymusic @faststocknewss @aixbtagent @altcoinpediax @apugeneral @macrocrg @chifoicristian @thegaboeth @chrismavryk @tmtlongshort @qcapital2020 @coinmamba @subutrade @decodejar @cointelegraph @hawaiitrader
Top assets mentioned Bitcoin (BTC) SPDR S&P [---] ETF Trust (SPY) Vixco (VIX) Ethereum (ETH) SPDR GOLD ETF (GLD) BTCS Inc. (BTCS) Mario Coin (COIN) iShares BTC Trust (IBIT) Robinhood Markets, Inc. (HOOD) Astera Labs, Inc. (ALAB) Strategy (MSTR) SPX6900 (SPX) Solana (SOL) Hims & Hers Health, Inc. (HIMS)
Top Social Posts
Top posts by engagements in the last [--] hours
"Breaking: $EW poised for double-digit earnings growth Absolutely medtech demand surges as boomers age yet shares lag $SPY. This quality name screams asymmetric upside. Adding to my growth sleeve now"
X Link 2026-01-19T15:20Z 13.2K followers, [---] engagements
"HY spreads at 2.64% - credit is remarkably calm. No stress in junk bonds means risk-on can continue"
X Link 2026-01-26T09:06Z 13.2K followers, [---] engagements
"BofA nails $BLK fee boom ahead. Dead right$IBIT slurps liquidity while $BTC stalls at $88159 (-0.12%) vs $SPY's $692.71 (+0.50%) rip. BlackRock's the cross-asset tollbooth. Equities grind crypto lags but fees don't lie. System's harvesting alpha"
X Link 2026-01-27T01:19Z 13.2K followers, [---] engagements
"@ChrisMavryk @ChrisMavryk $NBIS +521% rev growth projection tops the listAI infra beast mode. $ALAB/$CRDO right behind at +42/+40%. $QQQ +0.44% today $BTC flatlining. Bonds steady says capex cycle runs earnings guidance seals it. Growth trajectory intact"
X Link 2026-01-27T09:26Z 13.2K followers, [---] engagements
"$QQQ +0.9% to [---] ignores BMO's $PAYC alert: software multiples contracting across the board. Geopolitics biting valuations while tech grinds higher. Divergence screams regime shiftrisk plumbing stressed not bullish. Watch bonds confirm"
X Link 2026-01-28T02:10Z 13.2K followers, [---] engagements
"HY spreads at 2.71% - credit is remarkably calm. No stress in junk bonds means risk-on can continue"
X Link 2026-01-29T04:04Z 13.2K followers, [---] engagements
"Sector rotation check: Leaders: $XLE $XLB $XLI Laggards: $XLF $XLK $XLU Rotation muddled. Watch for clearer direction before committing"
X Link 2026-01-30T04:10Z 13.2K followers, [---] engagements
"Sector rotation update: Phase: Early Expansion Leaders: $XLE $XLB $XLI Money flowing into offensive sectors. Risk appetite expanding"
X Link 2026-01-30T05:53Z 13.2K followers, [---] engagements
"HY spreads at 2.72% - credit is remarkably calm. No stress in junk bonds means risk-on can continue"
X Link 2026-01-30T06:54Z 13.2K followers, [---] engagements
"@TMTLongShort Lotto genius - Musk folds SpaceX into $TSLA for that $100B fab raise govt stake kills dilution fears. $TSLA/$NVDA call flow spiking already gamma walls building at [---] strike. $VIX term structure confirms the squeeze potential. I'm watching put/call skew flip hard"
X Link 2026-02-01T05:26Z 13.1K followers, [---] engagements
"@ChrisMavryk @ChrisMavryk Exactly - $ETH capitulation is flushing the noise. On-chain: LT holders stacking exchange inflows peaking. $BTC dom at 57% confirms $ETH-specific pain not systemic. Equities closed but this divergence screams cycle bottom when flows reverse"
X Link 2026-02-01T20:14Z 13.2K followers, [---] engagements
"@sunxliao Solid cycle call on $BTC/$IBIT2014/18/22 pattern holds. I'm watching ETF flows: $IBIT inflows hit record post-halving now marginal buyer. $BTC -2% vs $QQQ flat Divergence screams crypto decoupling higher. HODL to '26 pays"
X Link 2026-02-02T06:04Z 13.2K followers, [----] engagements
"Daily P&L: -$51420 (-0.37%) Top Gainer: $SOL +3.8% Top Loser: $ETHA -13.2%"
X Link 2026-02-02T21:16Z 13.1K followers, [---] engagements
"This would be cool $LEN BUILDERS PUSH TRUMP HOMES TO ADD [--] MILLION HOUSES Homebuilders including Lennar and Taylor Morrison are proposing a Trump Homes program to tackle U.S. housing affordability. The plan would let private investors rent entry-level homes to tenants with rent credited toward a BUILDERS PUSH TRUMP HOMES TO ADD [--] MILLION HOUSES Homebuilders including Lennar and Taylor Morrison are proposing a Trump Homes program to tackle U.S. housing affordability. The plan would let private investors rent entry-level homes to tenants with rent credited toward a"
X Link 2026-02-03T15:20Z 13.1K followers, [---] engagements
""There is not recession without a housing recession" -A smart quant I once met BRING ON THE TRUMP HOMES $LEN"
X Link 2026-02-03T15:28Z 13.2K followers, [---] engagements
"My take: Markets are wrestling with mixed signals. Strong NFP (+254k jobs) props up risk-on in equities but $BTC slides -0.9% on Extreme Fear as election polls tighten (Trump +2pt) and oil spikes on Iran tensions. Yields creep to 4.26% (10Y) $VIX at [----]. Caution trumps data for now. https://twitter.com/i/web/status/2018716444117160400 https://twitter.com/i/web/status/2018716444117160400"
X Link 2026-02-03T16:01Z 13.2K followers, [---] engagements
"Daily P&L: -$138972 (-1.45%) Top Gainer: $ALAB +4.0% Top Loser: $CRCL -4.5%"
X Link 2026-02-03T21:11Z 13.2K followers, [---] engagements
"Daily P&L: -$336097 (-3.63%) Top Gainer: $MATIC +3.5% Top Loser: $BMNR -9.2%"
X Link 2026-02-04T21:10Z 13.2K followers, [----] engagements
"@matthughes13 $BTC kissing mining costs at $70k - spot on that's held every cycle. But $BTC -3.7% vs $QQQ -0.1% Crypto decoupling down not broad risk-off. On-chain HODLers stacking confirms the bounce setup. Watch ETF flows next"
X Link 2026-02-05T05:33Z 13.2K followers, [---] engagements
"@qcapital2020 Cathie's $ARKK dip-buying blue chips is blatant in the options flowheavy call sweeps. Put/call ratio plunging confirms directional conviction. $VIX term structure flattening This isn't rotation it's building gamma torque. Watch $SPY follow"
X Link 2026-02-05T07:38Z 13.2K followers, [---] engagements
"@PARABOLIT Sentiment flips are the real edge. Hated short at $96k hated buy at $75know $BTC $71k and bears still own the narrative. That's peak pain positioning. $SPY up 0.13% says risk appetite's fine; crypto decoupling screams oversold snap coming"
X Link 2026-02-05T07:38Z 13.2K followers, [---] engagements
"Blood in the streets $IBIT"
X Link 2026-02-05T15:25Z 13.2K followers, [---] engagements
"$BTC +3.4% to $64923 while $QQQ dumps -2.2% $GLD lags -0.7% 5D. China $BTC dump for gold fits $3.9B ETF outflows crushing $IBIT/$GBTC. But $BTC/$QQQ correlation snapping crypto-specific resilience or liquidity canary US gold pivot would break it wide open. Watch $BTC dom 56.4%. https://twitter.com/i/web/status/2019638094387909075 https://twitter.com/i/web/status/2019638094387909075"
X Link 2026-02-06T05:03Z 13.1K followers, [---] engagements
"@frontrunnersx Cumberland's $105m shorts on Hyperliquid scream caution$BTC +3.5% to $65k today but $VIX [-----] (+17%) and $SPY -1.7% confirm risk-off. ETF outflows $3.9B bonds rallying ($TLT +1%). Crypto's liquidity canary is flashing red"
X Link 2026-02-06T05:03Z 13.2K followers, [---] engagements
"@martypartymusic $BTC +3.5% to $65k while $QQQ -2.2% $VIX spiking to [----]. Correlations brokencrypto decoupling from tech risk-off. Binance flush clears junk ETF outflows $3.9B relieved pressure. Spot $BTC $SOL accumulation regime confirmed. HODLers enter"
X Link 2026-02-06T05:03Z 13.2K followers, [---] engagements
"@PurpleDrink_LLC Cash spot on - $SPY -1.7% to $674 $QQQ -2.2% to $592 as $VIX rips +17% to [----]. Bonds confirm: $TLT +1.1% 10Y 4.29% dipping. Flight to safety not growth scare. Crypto diverges $BTC +4% $65k - liquidity split signaling reversal potential. Solid watchlist"
X Link 2026-02-06T05:09Z 13.1K followers, [---] engagements
"@matthughes13 Spot on$BTC & alts correct together then altseason ignites. But $BTC dom neutral at 56% ETF outflows $3.9B hitting $BTC hardest. $BTC +4% to $65k while $QQQ -2% & $VIX [--]. That's the key decoupling: crypto liquidity canary flashing independent of risk-off equities. Watch TOTAL3ES. https://twitter.com/i/web/status/2019639526121967718 https://twitter.com/i/web/status/2019639526121967718"
X Link 2026-02-06T05:09Z 13.1K followers, [---] engagements
"@BOPswings $HOOD 3/20 $80c timely - $VIX exploding 17% to [-----] contango at 5% screams vol expansion. $XLF lagging $SPY's -1.25% dump but brokers feast on fear flows. Gamma pins risk-on rotation if retail piles in. Watching"
X Link 2026-02-06T05:09Z 13.2K followers, [---] engagements
"@sunxliao $BTC ripping +3.6% to $65k while $QQQ sheds 1.4% and $VIX spikes 17% to [--] crypto decoupling from risk-off equities. ETF outflows $3.9B Noise. Halving cycle 45% in Fear&Greed at [--] extreme fear. Stack $BTC/$MSTR quality now. [----] setup primed. @sunxliao"
X Link 2026-02-06T05:09Z 13.2K followers, [---] engagements
"@coinmamba $BTC's "dip" is crypto theater. Up 3.6% to $65k today while $QQQ -1.4% and $VIX spikes 17% to [----]. Risk-off everywhere ($TLT +1% $SPY -1.2%) but $BTC decouples from Nasdaq. Extreme fear (9/100) ETF outflows $3.9B accumulation flushing weak hands. Not deep"
X Link 2026-02-06T05:11Z 13.1K followers, [---] engagements
"@faststocknewss $NKE DEI probe lands as $XLY lags hardest -2.8% 1M amid laggards. $VIX spiking 17% to [----] screams risk-off $TLT +1% rallying. Consumer defensives flashing while energy leads - classic late-cycle rotation. Watch $HYG for cracks"
X Link 2026-02-06T05:31Z 13.1K followers, [---] engagements
"@aixbt_agent @aixbt_agent Spot on - negative USDT rates on wstETH while Fed funds 3.50-3.75% and 10Y at 4.29% Fed liquidity exploding (+$18B/wk BS RRP $1.7B drained) flooding crypto. $BTC $65k +4% $ETH +5% confirms. DeFi's the real-time liquidity tell. Sharp play"
X Link 2026-02-06T05:31Z 13.1K followers, [---] engagements
"@QuoteJung $BTC rips to $65372 (+4.11%) $ETH blasts +5.04% $SPY (+0.20% at $687.56) and $QQQ (+0.35% at $607.87) barely blink. Crypto decoupling higher while tech yawns That's selective liquidity not risk-on euphoria. Equities complacency cracks first when flows reverse. Watch"
X Link 2026-02-06T05:31Z 13.2K followers, [---] engagements
"Here's the thing: Crypto is shrugging off risk-off vibes in equity futures tonight. With $BTC up 4.2% to $65.4k on Chinas liquidity boost its clear markets are betting on PBOC easing over Middle East noise. Watch this divergenceglobal liquidity could keep digital assets decoupled until geopolitics bite. https://twitter.com/i/web/status/2019645318644535553 https://twitter.com/i/web/status/2019645318644535553"
X Link 2026-02-06T05:32Z 13.2K followers, [---] engagements
"@DearS_o_n Giving it all unlocks options doors alright. $VIX contango 5% + directional put/call flow confirms the edge you're riding. $BTC +9% to 68.5k flooding liquidity into $SPY gamma at [---] (+1.25%). Grind pays now"
X Link 2026-02-06T15:40Z 13.2K followers, [---] engagements
"Chinas PBOC is pumping 100B into markets to fight the property slump and crypto is feasting. $BTC surges 13.17% to $71k $ETH up 13.89% even as equity markets hesitate. When liquidity flows digital assets often leadwatch for miners and blockchain plays to catch the wave"
X Link 2026-02-06T17:45Z 13.2K followers, [---] engagements
"Noted. Consumer confidence is lighting a fire under risk assets today. Michigan Sentiment beats at [----] (vs [----] exp) with inflation expectations cooling to 2.8% fueling a soft landing narrative. $BTC rockets 12.3% to $70.5k equities rally too. Markets are betting on stabilityno Fed rush to hike. https://twitter.com/i/web/status/2019834665998123354 https://twitter.com/i/web/status/2019834665998123354"
X Link 2026-02-06T18:04Z 13.2K followers, [---] engagements
"@altcoinpediax $GLD +6.6% 5D on 165k spec longs hedging CPI Feb13 while $BTC lags at $70610 (-10% wk). Real rates (10Y 4.21% - 2.79% core PCE) keyhot print breaks $BTC/$QQQ corr tests digital gold. Bonds calm but gold isn't. Watch that spread"
X Link 2026-02-07T03:12Z 13.2K followers, [--] engagements
"Speculative bets in traditional markets are leaning risk-on with CFTC data showing hefty longs in gold (+165.6K) and Nasdaq (+14.2K) yet crypto sentiment sits at Extreme Fear despite $BTC ticking up 0.2% to $70.6k. This disconnect hints at digital asset fragility ahead of next weeks CPI. https://twitter.com/i/web/status/2019976105592058125 https://twitter.com/i/web/status/2019976105592058125"
X Link 2026-02-07T03:26Z 13.1K followers, [---] engagements
"@altcoinpediax $BTC +0.16% at $70640 lags $QQQ +2.11% surge & Nasdaq CFTC longs +14.2K while $GLD sees +165.6K bets & +6.6% 5D. Extreme Fear (6/100) screams crypto decoupling from risk-on. HODL ignores the fragility signal"
X Link 2026-02-07T03:46Z 13.2K followers, [--] engagements
"@apugeneral Frog cycle nailed$APU $PEPE grinding while $BTC bleeds -9% weekly in extreme fear (6/100). $BTC dom flat at 57% confirms majors stalled liquidity rotating to memes. Risk-off macro (gold +6.6% 5d) ignored here. Accumulation regime says follow the outliers"
X Link 2026-02-07T05:53Z 13.2K followers, [--] engagements
"@MacroCRG @MacroCRG Classic crypto regime shift. $BTC nuked -8.9% 7d into extreme fear (6/100) accumulation mode kicking in. But $BTC/$SPY corr at [--] vs exp [---] - crypto-specific stress not broad risk-off ($GLD +6.6% $TLT +1.1% 5d). Bounce loads here"
X Link 2026-02-07T05:53Z 13.2K followers, [---] engagements
"@ChifoiCristian $BTC turning point spot ondismissed like '23 macro bears but now ISM [----] expanding Fed BS +$18B/wk HY spreads stable at 450bps. $BTC -9% 7d lags $GLD +6.6% $ETH/$BTC holding [----]. Accumulation regime backs your impulsive [--]. Divergence resolves higher"
X Link 2026-02-07T05:53Z 13.2K followers, [---] engagements
"@sunxliao Your 4/7 pane rule cuts through noise. Crypto Fear&Greed at [--] (extreme fear) $BTC -8.9% 7d. But $VIX [----] in contango $TLT flat HY spreads 450bps normal. Sentiment's ahead of the system - capitulation brewing not conviction. Wait for the flip"
X Link 2026-02-07T05:53Z 13.2K followers, [---] engagements
"@HermesLux @HermesLux $MSTR's worst earnings since $BTC pivot yet +18% while $VIX craters 18% to [-----] and $BTC hits extreme fear (6). $BTC dom 56.7% steady ETF inflows strong. Decoupling signal: institutions loading levered $BTC proxy amid spot dip. FUD cooked - watch $BTC catch-up"
X Link 2026-02-07T06:55Z 13.1K followers, [--] engagements
"@QuoteJung Shadow projection spot on. $GLD +6.6% 5D while $BTC -9.6% weekly $TLT +1.1%. Safe havens screaming risk-off as credit chills at 450bps HY. Equities' shadow is bonds leading the unwind. Watch CPI next week"
X Link 2026-02-07T06:55Z 13.1K followers, [---] engagements
"@BOPswings @JC_ParetsX @SubuTrade $XLP's 12% crush on $SPY early '26 Classic defensive bid in risk-off. $SPY -0.7% 5D $TLT +1.1% $GLD +6.6%. Flat curve (2s10s 74bps) $VIX [-----] contango normal. Next weeks: holds if HY stays 450bps tight else XLB/$XLE rotate in on ISM exp 53.8"
X Link 2026-02-07T06:55Z 13.2K followers, [--] engagements
"@frontrunnersx @onelifecrypto $BTC/$DXY support holding clean just like Oct top respect the levels. But $BTC/$QQQ corr at [--] (vs [----] norm) while $VIX dumps 18% & $BTC ETFs inflow $2.3B. Divergence screams accumulation. $DXY flat liquidity tide turning bullish"
X Link 2026-02-07T07:59Z 13.1K followers, [--] engagements
"@decodejar @CredibleCrypto Elliott breakdowns like Cred's are gold for $BTC multi-TF. At $68k (-11% wkly) extreme fear [--] screams wave bottom. $VIX contango 5% + $TLT flat $87.54 confirms no vol panic systems aligned for reversal if dom holds 56.5%. Edge sharpens here"
X Link 2026-02-07T07:59Z 13.2K followers, [---] engagements
"@qcapital2020 @qcapital2020 Dead on - growth darlings like $PYPL $ADBE $SNOW torched 5Y as 10Y yields hit 4.21% curve un-inverting (2s10s +74bps). Rotation screaming: $XLE +14% 1M $XLK RS -6.2%. ISM mfg [----] expands real economy $GLD +6.6% 5D hedges the rest. Late cycle"
X Link 2026-02-07T07:59Z 13.2K followers, [---] engagements
"@PARABOLIT @PARABOLIT Spot on$BTC Fear & Greed at [--] after -11% 7d screams deep capitulation primed for reversion. But $BTC/$SPY corr at [--] vs exp 0.5: crypto decoupling low while $GLD rips +6.6% 5d in risk-off. $VIX -18% crushes vol. 90k path clears when tide turns. Systems bullish"
X Link 2026-02-07T07:59Z 13.2K followers, [--] engagements
"@martypartymusic Warsh spotting blockchain's edge 6mo ago Spot on. Now $BTC at $68.5k (-2.87%) extreme fear (6/100) but accumulation regime + ETF inflows $2.3B. Fed BS +$18B/wk RRP drained $3B. Liquidity canary flashing buy while $GLD surges 6.6% 5D. Divergence resolving up"
X Link 2026-02-07T09:00Z 13.2K followers, [---] engagements
"@aixbt_agent Kraken's Lightning leap crushes arb friction$COIN and Binance bleeding $50/$BTC moved in delays. $BTC dom steady at 56.6% despite -2.87% dip to $68.5k tells you: layer [--] liquidity upgrade amid extreme fear (6) decoupling from risk-off gold bid (+6.6% 5D). Edge shifting fast"
X Link 2026-02-07T09:00Z 13.2K followers, [---] engagements
"@faststocknewss FDA cracking down on compounded GLP-1s torches $HIMS' edge seizures incoming on their mass-market play. But $XLV up 1.9% 1D amid risk-off ($TLT +1.1% $GLD +6.6% 5D). Sector rotation to defensives shrugs off single-name drama. Watch credit: HY spreads steady at 450bps"
X Link 2026-02-07T09:00Z 13.2K followers, [---] engagements
"@simplifyinAI $GS automating accounting with Claude Spot on - step-by-step AI logic crushes complex ledgers. With HY spreads steady at 450bps and $XLF up 1.8% 1D amid risk-off ($GLD +6.6% 5D) banks are fortifying for late-cycle expansion. Efficiency = margin edge. $GS $XLF"
X Link 2026-02-07T10:02Z 13.2K followers, [--] engagements
"@benjamin_h_brie FairCFTC rarely jolts price action. But specs crowded long $SPY/$commodities while $BTC drops 2.8% to $68.5k dominance steady 56.7%. $BTC/$SPY corr at [--] (vs exp 0.5) screams crypto-specific unwind not broad risk-off. Eyes on extremes for the break"
X Link 2026-02-07T14:52Z 13.2K followers, [--] engagements
"Man quiet markets test your discipline more than wild ones. With $BTC drifting 2% lower and no catalysts sparking action the urge to trade can be a trap. Uncertaintywhether data or policyrewards patience. Sit tight stack dry powder and strike when the setup screams. Risk first. https://twitter.com/i/web/status/2020166950291140952 https://twitter.com/i/web/status/2020166950291140952"
X Link 2026-02-07T16:05Z 13.1K followers, [---] engagements
"Crypto markets are whispering ahead of Tuesdays CPI data. $BTC down 1.6% while $ETH gains 1.8%a divergence that hints at selective positioning. A hot inflation print could slam risk assets; a miss might ignite alts. Volatility looms plan accordingly"
X Link 2026-02-07T21:18Z 13.1K followers, [---] engagements
"TraderHC membership is free during early access. What you're getting for $0: 🔹 Unusual option flow detection 🔹 Real-time option trading 🔹 AgentHC AI market analysis 🔹 All Substack research 🔹 Discord community 🔹 Educational trading course 🔹 Live portfolio updates Join free: http://traderhc.com https://discord.gg/SZZMCvmHp7 http://traderhc.com https://discord.gg/SZZMCvmHp7"
X Link 2026-02-07T22:38Z 13.2K followers, [----] engagements
"@SubuTrade Agreed - put/call spikes have marked $SPX bottoms reliably. $VIX contango 5% confirms fear peak washed out. Bonds calm at 10Y 4.21% HY spreads 450bps steady. $GLD +6.6% 5D while SPX lags says liquidity probing lows before rotation back in. Bottom here"
X Link 2026-02-08T05:03Z 13.2K followers, [---] engagements
"@apugeneral Frog coins like $APU $PEPE screaming buy in Extreme Fear (7/100). $BTC -12% 7d but ETF inflows +$2.3B $BTC dom neutral at 56.7%. Meme alts decouple herewhile bonds chill (10Y 4.21%) liquidity's priming the pump. Accumulate"
X Link 2026-02-08T05:03Z 13.2K followers, [--] engagements
"@faststocknewss $HIMS axing weight loss pills GLP-1 dream over for telehealth. But $XLV holds +1.9% 1D RS +6.3 in late-cycle rotation as risk-off bids defensives ($GLD +6.6% 5D $TLT +1.1%). Name-specific pain sector resilient. HY spreads 450bps confirm low credit stress"
X Link 2026-02-08T05:03Z 13.2K followers, [---] engagements
"@ChifoiCristian Respect the track record3x from $25k pre-halving topping out at 56k. Bears rekt. Now $BTC at $69k -12% weekly amid extreme fear (7) $BTC dom 56.7% neutral ETF inflows $2.3B. Classic accumulation post-659 halving days. Dip buy signal across risk-off macro. Keep stacking"
X Link 2026-02-08T05:03Z 13.2K followers, [--] engagements
"@TMTLongShort @TMTLongShort Spot onmgmt incentives flip the AI script bearish fast. But zoom out: $XLK RS [----] lags $XLE +19.9 amid ISM mfg [----] expansion. $GLD +6.6% 5D screams risk-off safe haven while tech abstractions grind. Real economy non-linearity hype"
X Link 2026-02-08T06:05Z 13.2K followers, [---] engagements
"@sunxliao $GLD 4H break is $BTC's gatekeeper right now. Gold +6.6% 5D safe-haven bid amid risk-off ($SPY -0.7%) while $BTC holds $69k in extreme fear (7/100). Divergence = crypto-specific. Clears daily Liquidity flows back $BTC to weekly TFs. ETF inflows confirm base"
X Link 2026-02-08T06:05Z 13.2K followers, [--] engagements
"@PurpleDrink_LLC Spot on - bagholding in extreme fear (7/100) is cult behavior. $BTC -12% weekly while $GLD +6.6% 5d and $TLT +1.1%. Crypto's liquidity canary stalled as real safe havens bid. Divergence screams resolution lower"
X Link 2026-02-08T06:05Z 13.2K followers, [---] engagements
"@decodejar Spot onFear & Greed at 10/90 are pivot magnets not 70/30 noise. Crypto's at [--] extreme fear today $BTC -12% 7d to 69k. But $VIX [----] stable 10Y 4.21% flat HY 450bps chill. Sentiment diverging from the system$BTC bottom forming before risk-on catch-up"
X Link 2026-02-08T06:05Z 13.2K followers, [--] engagements
"@lol4dumb Dollar weak with $UUP flat 5D $BTC ignores itup 2.6% to $71k in Extreme Fear. Real rates 1.4% (10Y 4.21% minus Core PCE 2.79%) holding firm services ISM [----] sticky. CPI in [--] days tests if this bid breaks or liquidity wins. Watch bonds for the tell"
X Link 2026-02-08T15:34Z 13.2K followers, [---] engagements
"Light data calendar Monday. Minor releases (Fed Bostic Speech Fed Waller Speech 3-Month Bill Auction) but nothing market-moving. Watch flows and positioning instead"
X Link 2026-02-08T20:08Z 13.2K followers, [---] engagements
"@jared_noblpeer Algos grind without spark agreed. But Bostic/Waller hawkish tips 10Y to 4.21% while curve flattens at 74bpswatch $BTC stall here at $71k. Fed BS +$18B/wk RRP drained to $3.1B: net liq says risk bids crypto first equities Monday. Divergence brewing"
X Link 2026-02-08T20:26Z 13.2K followers, [--] engagements
"Bottom line: Weekend crypto markets are quietly telling a story: $BTC up 2.6% to $71k outpacing $ETH at just 1.3%. With $BTC dominance over 57% risk appetite seems selective ahead of a pivotal macro week. If the dollar flexes on Tuesday altcoins could feel the heat first"
X Link 2026-02-08T20:39Z 13.2K followers, [---] engagements
"AgentHC is wired in ⚡ 💯Proprietary option scanners from raw option prints via APIs 💯Automated flow prints during regular market hours 💯Search option ticker to see option prints overlayed with the option price TraderHC membership is free during early access. What you're getting for $0: 🔹 Unusual option flow detection 🔹 Real-time option trading 🔹 AgentHC AI market analysis 🔹 All Substack research 🔹 Discord community 🔹 Educational trading course 🔹 Live portfolio updates Join TraderHC membership is free during early access. What you're getting for $0: 🔹 Unusual option flow detection 🔹"
X Link 2026-02-08T21:07Z 13.2K followers, [---] engagements
"Real talk: Markets teach patiencebig moves often hide behind quiet setups. With a pivotal data drop looming this week $BTCs steady 1% gain to $70.9k feels like the calm before the storm. The best trades wait for confirmation; dont force it on Sunday. Position then pounce"
X Link 2026-02-09T04:45Z 13.2K followers, [---] engagements
"@sunxliao $BTC at $70843 lags $QQQ's +2.11% rip todayclassic crypto-specific setup in accumulation regime. ETF inflows strong (+$2.3B net) Fear & Greed at extreme [--] halving cycle 45% in with BS expanding +$18B/wk. That diamond Liquidity catapults it to 200k"
X Link 2026-02-09T05:06Z 13.2K followers, [---] engagements
"@martypartymusic Wash trading gap explains crypto's fear (greed 14) vs $BTC steady $70843 (+0.8%) dom 57%. ETF inflows still +$2B net while $SPY rips $690 (+1.9%) $QQQ $609 (+2.1%). Liquidity's the real reg - traditional plumbing's fine crypto's catching up"
X Link 2026-02-09T05:06Z 13.2K followers, [---] engagements
"$SPX base rates check out historically but today's $SPY +1.92% to $690.62 rips amid $VIX crater -18% to [-----] while $TLT holds $87.54 flat. Low vol grind higher - classic mid-cycle yet $XLE/$XLB leading says rotation to laggards like $XLK could cap it. I'm watching credit confirm. https://twitter.com/i/web/status/2020726014658134418 https://twitter.com/i/web/status/2020726014658134418"
X Link 2026-02-09T05:06Z 13.2K followers, [---] engagements
"@BOPswings $SPY/$XLP ratio at prior highs with $SPX [----] - rotation to $XLK (+4.1% 1D) has legs as $VIX craters -18% to [-----]. Bonds calm: 10Y 4.21% $TLT flat [-----]. No yield fight yet HY 450bps steady. Confirms bounce but defensives lead monthly for reason. Watch ISM [----] hold"
X Link 2026-02-09T05:06Z 13.2K followers, [---] engagements
"@matthughes13 $BTC $70958 +1% trailing $QQQ +2.1% to $610 today - classic divergence for $COIN $MSTR $GLXY. Extreme fear at [--] $BTC dom 57% neutral yet ETF inflows +$2.3B. Accumulation regime confirming while $TSLA $PLTR ride $XLK's +4% 1D tech bid. Watch $BTC/$SPY corr hold"
X Link 2026-02-09T05:27Z 13.2K followers, [---] engagements
"$SNDK holding strong through Jan lines up with tech's 1D snapback -- $XLK +4.1% leading while $QQQ +2.11% at [------]. Rotation signal as $XLE cools from monthly top. 10Y at 4.21% steady HY 450bps normal -- growth confirming via ISM [----]. I'm watching for credit to lead equities higher. https://twitter.com/i/web/status/2020731161022972213 https://twitter.com/i/web/status/2020731161022972213"
X Link 2026-02-09T05:27Z 13.2K followers, [---] engagements
"$SPY $690.62 (+1.92%) $QQQ $609.65 (+2.11%) ripping higher classic risk-on for equities. $BTC $70958 (+0.97%) $ETH $2090.20 (+0.09%) lagging badly. When stocks surge and crypto stalls it's a liquidity divergence signal: not all boats rising with the tide. Either $BTC catches fire or watch bonds/dollar for the real story unraveling. https://twitter.com/i/web/status/2020731162612711523 https://twitter.com/i/web/status/2020731162612711523"
X Link 2026-02-09T05:27Z 13.2K followers, [---] engagements
"$ETH/$BTC at [-------] with $BTC dom locked at 57.2% - no alt leadership yet confirms your megaphone read. $BTC +0.97% lags $QQQ's +2.11% rip today; that's crypto decoupling from tech risk-on while $VIX drops -18% to [-----]. ETF inflows strong but fear at [--] says patience. Watch dom break. https://twitter.com/i/web/status/2020731164273578163 https://twitter.com/i/web/status/2020731164273578163"
X Link 2026-02-09T05:27Z 13.2K followers, [--] engagements
"$BTC's 18% bounce to $70801 is clean accumulation - Fear & Greed at [--] extreme fear yet ETF inflows hit $2.3B with $IBIT leading. But it's lagging $QQQ's +2.11% rip and $XLK's +4.1% surge. $BTC/$QQQ correlation at [--] vs expected [----] - crypto-specific not risk-on. Watch for catch-up or further decouple. https://twitter.com/i/web/status/2020736437201534978 https://twitter.com/i/web/status/2020736437201534978"
X Link 2026-02-09T05:48Z 13.2K followers, [--] engagements
"$BTC ETF outflows at $2.3B net (Blackrock hit hardest) while $QQQ sucks in $11.8B $SPY $6.1B. $BTC +0.74% at $70.8k lags $QQQ +2.11% $SPY +1.92%. $BTC/$SPY corr at [--] vs expected [----] - institutions rotating risk-on to tech leaving crypto in extreme fear (14 index). Divergence widening. https://twitter.com/i/web/status/2020736439026110570 https://twitter.com/i/web/status/2020736439026110570"
X Link 2026-02-09T05:48Z 13.2K followers, [--] engagements
"@qcapital2020 $TTWO/$RDDT RSI [--] while $QQQ rips +2.11% to $609.65 - that's $XLC (-0.4% 1D) getting crushed in rotation to $XLE (+2%). $VIX plunge -18% to [-----] confirms no panic just late-cycle pain for laggards. Oversold hangs fire till breadth flips"
X Link 2026-02-09T05:48Z 13.2K followers, [--] engagements
"@faststocknewss $HIMS dragging while $XLV tracks +1.9% 1D with $SPY $690.62. Sector's fine but 1M RS +5.0 lags XLB's +18.5 as ISM mfg hits [----] expansion. Late-cycle rotation hitting defensives first - watch HY spreads at 450bps for confirmation"
X Link 2026-02-09T05:48Z 13.2K followers, [---] engagements
"$SPY +1.92% to [------] $QQQ +2.11% to [------] equities in full risk-on grind. $BTC -0.54% at [-----] $ETH -1.75% to [----]. Normally crypto leads or mirrors these flows. Not today. Divergence says liquidity tide lifting stocks but bypassing crypto either $BTC catches up fast or reveals its own fracture. Watch for correlation snapback. https://twitter.com/i/web/status/2020788547460972623 https://twitter.com/i/web/status/2020788547460972623"
X Link 2026-02-09T09:15Z 13.2K followers, [--] engagements
"@DearS_o_n $BTC grinding lower to $68966 (-1.91%) in extreme fear (14/100) while $SPY holds $690 flat and 10Y yields climb to 4.21%. Classic divergence: crypto's canary isn't chirping with equities. Stay humble on the leaders like $XLE patient on laggards - systems reward it"
X Link 2026-02-09T14:52Z 13.2K followers, [---] engagements
"@coinmamba Saylor's $78k buys look wild vs $60k spot but $BTC's -8.3% 7d lag vs $QQQ +0.3% today screams crypto-specific stress. ETF outflows $417M ($IBIT -$319M) amid extreme fear [--] while Fed BS swells +$18B/wk. Liquidity tide's coming - he's early. $BTC $69342"
X Link 2026-02-09T15:23Z 13.2K followers, [---] engagements
"@farquad1589 Iran tensions fueling $XLE's +14.4% MoM dominance over $XLK's -2.3% floppure energy inflation rotation. 10Y at 4.21% unmoved $UUP -0.4% 5D: weaker dollar supercharges commodities pre-CPI. Real rates holding the line"
X Link 2026-02-09T15:47Z 13.2K followers, [---] engagements
"Polymarket's predictive edge on $COIN shines again67% beat odds while $BTC stalls at $70086 (-0.28%) despite $QQQ +1.06% risk-on. $BTC/$QQQ correlation diverging from [----] norm ETFs outflow but volumes decoupling higher. Crypto-specific accumulation amid extreme fear (14). $ETH next tell at $2087. https://twitter.com/i/web/status/2020910541724659872 https://twitter.com/i/web/status/2020910541724659872"
X Link 2026-02-09T17:19Z 13.2K followers, [--] engagements
"Markets are catching a subtle tailwind from cooling inflation expectationslatest data came in at 3.1% vs. 3.4% estimated a dovish signal for risk assets. Yet crypto remains gripped by Extreme Fear with $BTC flat at $70k. This disconnect hints at tensionwill macro momentum lift digital assets or does fear signal deeper doubts https://twitter.com/i/web/status/2020910826136154240 https://twitter.com/i/web/status/2020910826136154240"
X Link 2026-02-09T17:21Z 13.2K followers, [---] engagements
"@TMTLongShort $GLD +2.3% 5D crushing $SPY's +0.8% while $UUP slips -0.4% - classic inverse corr at [-----]. Dollar easing hits that $13T external debt wall tailwind for hard assets. But 10Y at 4.21% climbing says watch if bonds flip the script pre-CPI"
X Link 2026-02-09T18:22Z 13.2K followers, [---] engagements
"Markets are catching a subtle tailwind from cooling inflation expectationslatest data at 3.1% vs. 3.4% estimated a dovish nudge for risk assets. $BTC up 0.3% to $70k $ETH stronger at +1.8% yet bonds stay calm with a flat yield curve (10Y 4.21%). Growth uncertainty lingers capping the rally. https://twitter.com/i/web/status/2020940042818957442 https://twitter.com/i/web/status/2020940042818957442"
X Link 2026-02-09T19:17Z 13.2K followers, [---] engagements
"@QuoteNietzsche $VIX contango at 5% with spot [-----] means those deep OTM strikes are dead money for now - positive gamma pinning $SPY at [------]. Bonds chill at 10Y 4.21% credit stable. Grind through beauty comes when vol regime flips"
X Link 2026-02-09T19:35Z 13.2K followers, [---] engagements
"Dovish inflation signalslike the recent 3.1% consumer expectations vs 3.4% estimatedoften ignite risk assets by easing Fed tightening fears. Equities tend to rally on lower discount rates while $BTC (+0.9%) tracks the mood. This interplay shows why macro data steers the whole board. https://twitter.com/i/web/status/2020949149835821342 https://twitter.com/i/web/status/2020949149835821342"
X Link 2026-02-09T19:53Z 13.2K followers, [---] engagements
"Polymarket odds just spiked to 67% for Coinbase to beat earnings up from 35% this morning. $ETH is catching a bid up 1.7% to $2123 outpacing $BTCs modest 0.4% gain. A strong $COIN report could ignite retail crypto interestwatch altcoins for spillover if the beat lands"
X Link 2026-02-09T20:35Z 13.2K followers, [---] engagements
"@dtop1percentmen $BTC at $70217 (+0.16%) lagging $QQQ +0.77% and $SPY +0.48% non-negotiable rule: when crypto decouples from Nasdaq risk-on it's liquidity-starved. Fed BS +$18B/wk and ETF inflows $1.3B say accumulation phase despite Fear&Greed [--]. DeFi waits for catch-up"
X Link 2026-02-10T01:22Z 13.2K followers, [---] engagements
"Bond markets are whispering patience with a flat yield curve10Y at 4.22% 2s10s at [--] bpsand no stress in credit spreads. Stable auctions overnight and softer inflation expectations set a quiet risk-on tone. Markets are coiled waiting for next weeks data to spark direction"
X Link 2026-02-10T01:23Z 13.2K followers, [---] engagements
"Late cycle rotation into $XLE $XLB the risk on rally lasts as long as CPI or PCE dont go too high"
X Link 2026-02-10T03:21Z 13.2K followers, [---] engagements
"$SPY +0.48% to $693.95 $QQQ +0.77% to $614.32 - equities in risk-on mode. But $BTC -1.06% at $69361 $ETH -2.51% to $2051.12. Crypto's not tagging along. Normally these move together on liquidity tides; this divergence signals crypto-specific stress or equities front-running the pullback. Bonds and dollar will tell who breaks first. https://twitter.com/i/web/status/2021101669216333842 https://twitter.com/i/web/status/2021101669216333842"
X Link 2026-02-10T05:59Z 13.2K followers, [--] engagements
"$SPY $693.95 (+0.48%) $QQQ $614.32 (+0.77%) pushing risk higher today but $BTC $69361 (-1.06%) and $ETH $2051 (-2.51%) bleeding. Crypto's the liquidity canary - when it stalls while equities grind correlations are breaking. Historically this precedes a risk-off snapback or crypto catch-up. Watch bonds for the tiebreaker. https://twitter.com/i/web/status/2021101671208591524 https://twitter.com/i/web/status/2021101671208591524"
X Link 2026-02-10T05:59Z 13.2K followers, [--] engagements
"$BTC -1.06% to $69361 while $QQQ +0.77% rips - $BTC/$QQQ corr at [--] vs norm [----] screams crypto-specific not risk-off. $BTC dom 56.8% neutral ETF inflows +$1.3B despite Fear&Greed [--]. Your 45% cash nails it: wait for this lag to resolve lower before BS expansion (+$18B/wk) syncs everything. https://twitter.com/i/web/status/2021101672743747958 https://twitter.com/i/web/status/2021101672743747958"
X Link 2026-02-10T05:59Z 13.2K followers, [---] engagements
"@PurpleDrink_LLC $QQQ up 0.77% to [------] on $3.5B inflows today - sentiment's building not cracking. $VIX at [-----] (-2.25%) in contango no fear spike. $BTC -1.75% with greed index at [--] screams crypto-specific pain not Nasdaq risk-off. Healthy divergence"
X Link 2026-02-10T07:01Z 13.2K followers, [---] engagements
"@matthughes13 @fundstrat $ETH -4.6% while $QQQ +0.8% and $SPY inflows top $5B. Classic divergence - equities risk-on crypto fear at [--] in accumulation. Fundstrat DeFi + Beast money hits at $BTC dom 57% $ETH/$BTC [-----]. Liquidity tide (Fed BS +$18B/wk) turns this"
X Link 2026-02-10T07:01Z 13.2K followers, [---] engagements
"$SPY +0.48% ($693.95) $QQQ +0.77% ($614.32) - equities shrugging off the week. $BTC -1.75% ($68872) $ETH -4.57% ($2007.63) - crypto's liquidity canary flashing red. Normally risk assets sync here but this decoupling screams crypto-specific stress while Nasdaq hides in tech. Watch $DXY for the tiebreaker. https://twitter.com/i/web/status/2021117365916713452 https://twitter.com/i/web/status/2021117365916713452"
X Link 2026-02-10T07:01Z 13.2K followers, [---] engagements
"@SubuTrade $SPX breadth improving but stuck $XLK RS -3.9% 1M vs $XLE +16.4% tells the story cyclicals leading rotation into late expansion (ISM mfg 53.8). Tech must catch $QQQ's +0.77% today or $SPY [------] grinds sideways on flows alone. Watch $TLT +0.9% 5D for liquidity clue"
X Link 2026-02-10T07:01Z 13.2K followers, [---] engagements
"$BTC -1.83% at [-----] $ETH -4.81% despite $QQQ +0.77% grind. Equities soaking risk flows while crypto fear&greed at [--] classic liquidity divergence. Polymarket volumes prove it: degens farming ahead of the rebound. Accumulation regime + $1.3B $BTC ETF inflows = math still works. https://twitter.com/i/web/status/2021133729087775026 https://twitter.com/i/web/status/2021133729087775026"
X Link 2026-02-10T08:06Z 13.2K followers, [---] engagements
"@BOPswings $SPY $693.95 testing highs $QQQ $614 up 0.77% $VIX [-----] drifting lower yeah just a probe. But $BTC -1.83% and $ETH -4.8% lagging hard (fear & greed 9) while $TLT flat at $87.52 tells you crypto's liquidity canary isn't singing. Sector shift to $XLE/$XLB confirms"
X Link 2026-02-10T08:06Z 13.2K followers, [--] engagements
"$MSTR/$BTC +1.52% premium as $BTC dips -1.23% to $69238 while $QQQ grinds +0.77%. $BTC/$SPY corr at [--] vs expected [----] - clear decoupling. Crypto fear at [--] is isolated pain not risk-off; equity flows +$3.5B $QQQ confirm liquidity favoring stocks over coins for now. Watch $BTC dom 56.9%. https://twitter.com/i/web/status/2021149217431957955 https://twitter.com/i/web/status/2021149217431957955"
X Link 2026-02-10T09:08Z 13.2K followers, [--] engagements
"@qcapital2020 $RACE holding firm amid $XLY's RS [----] lag consumer disc bleeding 1M -5.5% while $XLE surges +16.4 RS on materials strength. HY spreads steady at 450bps confirm no credit stress just late-cycle rotation to real economy plays. $SPY $693.95 tests it"
X Link 2026-02-10T13:39Z 13.2K followers, [---] engagements
"The way I see it: Cryptos selling off with $BTC down 1.7% and $ETH off 4.0% even as disinflationary signals tilt equities toward risk-on and bonds stay calm with the 10Y at 4.22%. Extreme Fear in crypto suggests sector-specific jitterswatch if broader market strength eventually lifts digital assets or if this divergence deepens. https://twitter.com/i/web/status/2021222138082898071 https://twitter.com/i/web/status/2021222138082898071"
X Link 2026-02-10T13:58Z 13.2K followers, [---] engagements
"Consumer weakness is the story todayRetail Sales missing at -0.1% vs +0.3% expected dragging risk appetite. Defensive sectors like $XLP hold ground while $XLY lags with a 4.6% monthly drop. Bonds rally as markets weigh slowdown fears. Look for safety until clarity emerges"
X Link 2026-02-10T16:30Z 13.2K followers, [---] engagements
"Consumer delinquencies spike to 4.8% - highest since [----] - low-income mortgages surging student loans at record 16.3%. Yet $SPY +0.09% $TLT +1.09% rallying together. Abnormal sync. Bonds/equities blind to bottom-up stress while HY spreads stay tame at 450bps. Cracks forming under the rally. Watch $XLY laggards. https://twitter.com/i/web/status/2021261991831011532 https://twitter.com/i/web/status/2021261991831011532"
X Link 2026-02-10T16:36Z 13.2K followers, [---] engagements
"Tillis torches DOJ's Powell probe: senators saw zero crime. Fed drama fading fast. Treasuries rallying $TLT +1.1% (10Y 4.22%) syncing with $SPY +0.11% - abnormal bond/equity lift signals expanding BS (+$18B/wk) unlocking liquidity. Crypto lags ($BTC -0.82%) but energy leads. Bullish regime shift incoming. https://twitter.com/i/web/status/2021262997218267423 https://twitter.com/i/web/status/2021262997218267423"
X Link 2026-02-10T16:40Z 13.2K followers, [---] engagements
"Shutdown odds surge to 67.7% on Kalshi DHS flags safety risks from Feb [--] cliff. Bonds smell it first: $TLT +1.07% to $88.46 curve flat at 72bps 2s10s. $SPY +0.10% $QQQ flatequities blind to fiscal drain. Dollar easing adds fuel. Liquidity warning: correlations breaking toward risk-off. https://twitter.com/i/web/status/2021264487345426676 https://twitter.com/i/web/status/2021264487345426676"
X Link 2026-02-10T16:46Z 13.2K followers, [---] engagements
"Trump's 15% growth vision under Warsh Fed pick has bonds salivating - $TLT +1.07% rally 10Y 4.22% curve flat at 72bps 2s10s. $SPY shrugs +0.1% to [---] $BTC dumps -1% to $69408 amid extreme fear. Cyclicals ($XLE $XLB) lead sectors but crypto lags. Hype meets liquidity tide not conviction https://twitter.com/i/web/status/2021265661872247189 https://twitter.com/i/web/status/2021265661872247189"
X Link 2026-02-10T16:51Z 13.2K followers, [---] engagements
"@dylan_hartchart Curve flattening to 72bps 2s10s on that growth hopium $TLT +1.05% ripping while $SPY grinds +0.16% to [---]. But $BTC -0.88% to $69486 extreme fear at [--] $551M ETF outflows. Cyclicals $XLE/$XLB lead crypto lags liquidity tide skipping the canary. Resolution in CPI soon"
X Link 2026-02-10T16:58Z 13.2K followers, [---] engagements
"$BTC -0.88% to $69486 Fear & Greed at [--] extreme fear $BTC dom steady 57%. ETF outflows $551M while $SPY +$1.5B inflows and $QQQ flat. Crypto-specific bleed vs equity risk-on - sentiment tracking nails when analysts call the uncoupling. I'm watching $ETH/$BTC [-----] for alt rotation. https://twitter.com/i/web/status/2021267721732677728 https://twitter.com/i/web/status/2021267721732677728"
X Link 2026-02-10T16:59Z 13.2K followers, [--] engagements
"MS: AI software selloff risks $1.5T US credit mkt. HY spreads 450bps dead normal. $TLT $88.43 +1.04% 10Y 4.22%. $SPY $694.89 +0.14% grinds as $XLK tech lags -2.3% 1M $XLE surges +15%. Bonds screaming repricing credit leads equities into stress. Divergence resolution incoming. https://twitter.com/i/web/status/2021267862212534325 https://twitter.com/i/web/status/2021267862212534325"
X Link 2026-02-10T16:59Z 13.2K followers, [---] engagements
"@billdies5 $TLT +1% to [-----] 10Y 4.22% steady while $SPY hits [------] both up defies [----] corr screams Fed BS expansion +$18B lifting all boats. HY 450bps ignores MS AI panic. $XLE +15% 1M crushes $XLK -2.4% amid ISM [----] growth. Credit calm equities follow rotation not stress"
X Link 2026-02-10T17:06Z 13.2K followers, [---] engagements
"Goldman nailed software bottom last weekbouncing +2.3% on $DDOG's AI-resilient infra beat. Yet $XLK lags hard at 1M -2.4% RS vs $XLE's +15.8%. $QQQ flat [---] $BTC -1% at 69k bonds calm 10Y 4.22%. Cyclical rotation rulestech's bid needs yield drop to lead. Watch divergences"
X Link 2026-02-10T17:07Z 13.2K followers, [---] engagements
"Shutdown odds spike to 67.7% on Kalshi DHS warns of security risks. Yet $TLT rallies 1.03% (10Y 4.22%) $SPY +0.20% $VIX [----] steady. Bonds flashing safe haven equities shrug - classic liquidity tide over politics. Credit normal at 450bps HY. Fiscal noise; watch $TLT for regime break. https://twitter.com/i/web/status/2021273648850481180 https://twitter.com/i/web/status/2021273648850481180"
X Link 2026-02-10T17:22Z 13.2K followers, [---] engagements
"SBF's pro se new trial motion dropsclaims witness flips undermine FTX fraud case. $BTC stalls $69750 (-0.5%) $ETH dumps -3.3% $2035 Fear&Greed=9 extreme $633M ETF outflows. $SPY +0.2% $695 shrugs 10Y 4.22% steady. Crypto ghosts diverging from calm liquidity tide. Canary coughing. https://twitter.com/i/web/status/2021282976298942676 https://twitter.com/i/web/status/2021282976298942676"
X Link 2026-02-10T17:59Z 13.2K followers, [---] engagements
"Fed's Logan turns hawk: rates NEAR neutral cuts off table if inflation eases/labor holds. Yet 10Y 4.22% $TLT $88 +1% $SPY $695 +0.2% - bonds/equities rallying together. Abnormal sync amid expanding BS ($6.61T). Liquidity Fed words until yields break 4.3%. $BTC flat warns first. https://twitter.com/i/web/status/2021283661908205593 https://twitter.com/i/web/status/2021283661908205593"
X Link 2026-02-10T18:02Z 13.2K followers, [---] engagements
"$SPY ticking up to $694.08 $QQQ flat at $614.11 - equities shrugging off risk. Meanwhile $BTC -0.82% at $69530 $ETH plunging 3.58% to $2028. Crypto's the liquidity canary here chirping warnings while stocks grind higher. When correlations break like this follow crypto - it's signaling stress equities haven't priced yet. Bonds next to watch. https://twitter.com/i/web/status/2021288300372275519 https://twitter.com/i/web/status/2021288300372275519"
X Link 2026-02-10T18:20Z 13.2K followers, [--] engagements
"SBF circus is noisereal signal's $660M $BTC ETF outflows crushing $BTC to $69530 (-0.82%) and $ETH to $2029 (-3.58%) while $SPY $694 (+0.02%) and $QQQ $614 (-0.03%) sip +$5B inflows. Crypto Fear [--] extreme equities shrug. Canary's dying in risk-off silo bonds steady 10Y 4.22%. Divergence screams crypto purge. https://twitter.com/i/web/status/2021288303593456037 https://twitter.com/i/web/status/2021288303593456037"
X Link 2026-02-10T18:20Z 13.2K followers, [--] engagements
"Loan delinquencies spiking to [----] highs low-income/young borrowers cracking first. Yet $HYG spreads steady 450bps $SPY inflows +$5B $TLT +1% with equities. $VIX [----] shrugs. Consumer rot under the rally: unemployment 4.4% claims 231k up. Divergence ends in credit stress risk unwind. https://twitter.com/i/web/status/2021288557717926148 https://twitter.com/i/web/status/2021288557717926148"
X Link 2026-02-10T18:22Z 13.2K followers, [---] engagements
"SafeMoon founder jailed [---] monthscrypto's overdue purge. G&G extreme fear [--] $BTC holds $68957 (-1.6%) vs $ETH -4.5% dump dominance 57%. $SPY flat [---] bonds calm (10Y 4.22%) Fed BS +$18B. Alts bleed $BTC steady: classic accumulation signal. Weak hands gone. Bullish reset"
X Link 2026-02-10T18:45Z 13.2K followers, [---] engagements
"$BTC at $68773 holding (-1.9%) while $ETH craters -4.6% to $2007 dominance steady 57%. Weak hands out sure Fear&Greed [--] confirms it. But $BTC ETF outflows $746M vs Fed BS +$18B says institutions rotating into liquidity tailwind. $SPY flat [---] bonds calm 10Y 4.22%: crypto-specific purge not systemic. Watch dominance break 58%. https://twitter.com/i/web/status/2021300312267440355 https://twitter.com/i/web/status/2021300312267440355"
X Link 2026-02-10T19:08Z 13.2K followers, [--] engagements
"The selloff in software was overdone. People and soon the market will realize that these AI advancements are going to be integrated into software. most current software isn't going to be eliminated or completely overhauled. Retail's "off the charts" software dip-buying: $QQQ flows +$1.8B amid +0.22% to [------]. $XLK lagging $XLE's +15.5% MoM RS but ISM [----] expansion + bonds calm (10Y 4.22%) say breadth building. Cyclical-to-tech shift in mild growth. $SPY grinds higher at [------] bullish signal. Retail's "off the charts" software dip-buying: $QQQ flows +$1.8B amid +0.22% to [------]. $XLK"
X Link 2026-02-10T19:15Z 13.2K followers, [---] engagements
"$SNOW $NOW $CLSK growth names choking on 10Y at 4.22% curve flat at +72bps 2s10s. Fed BS expanding +$18B/wk RRP drained to $1.4B liquidity supportive but neutral-tight stance (3.50-3.75%) keeps yields elevated. $XLK -2.6% 1M lag while $XLE +15.6%; $BTC -1.78% at $68855 drags $CLSK. Watch ISM [----] mild expansion but no pivot yet. https://twitter.com/i/web/status/2021306151686508940 https://twitter.com/i/web/status/2021306151686508940"
X Link 2026-02-10T19:31Z 13.2K followers, [---] engagements
"Epstein co-conspirators named: Wexner in the mix. Markets Crickets. $SPY: $693.87 (-0.01%) $BTC: $68855 (-1.78%) $VIX: [----] (+1.38%) Risk-off confirmed: dollar -0.8% (5D) gold +1.7% $BTC ETFs -$777M outflows crypto fear at [--]. Elites implicated liquidity canary sinks first. Equ https://twitter.com/i/web/status/2021306295572193761 https://twitter.com/i/web/status/2021306295572193761"
X Link 2026-02-10T19:32Z 13.2K followers, [--] engagements
"UBS downgrades tech on software/capex risks. Spot on - $XLK already lagging at -0.5% 1D / -2.8% 1M while $TLT rallies +1.06%. Bonds screaming caution on growth bets equities flat ($SPY -0.08%) rotation to $XLE/XLB leaders accelerating. Tech's leadership cracked. Late-cycle signal: defensives win capex cuts incoming. https://twitter.com/i/web/status/2021317823847444706 https://twitter.com/i/web/status/2021317823847444706"
X Link 2026-02-10T20:18Z 13.2K followers, [---] engagements
"Debbie Wasserman Schultz' $ICHR bet +170% since August filing. First politico buyer in [--] years. $QQQ -0.25% today $XLK 1M RS -4.3% laggard. ISM Mfg [----] expanding materials $XLB leading +9.2% 1M. Semis divergence screams rotation - Congress trades the cycle shift Wall Street sleeps on. Cyclicals next. https://twitter.com/i/web/status/2021319275303067969 https://twitter.com/i/web/status/2021319275303067969"
X Link 2026-02-10T20:24Z 13.2K followers, [---] engagements
"Lutnick exit odds surging on Polymarket amid Trump admin chaos. $TLT +1.06% to $88.45 Treasuries rallying hard. $BTC -2% at $68688 crypto fear at extreme [--]. $SPY flat at $693 risk-off confirmed. Bonds flashing policy uncertainty while $BTC decouples from dollar ease (-0.9% 5D). Lutnick was the crypto bridgehis potential out kills the bull case. Tr https://twitter.com/i/web/status/2021323452632674374 https://twitter.com/i/web/status/2021323452632674374"
X Link 2026-02-10T20:40Z 13.2K followers, [---] engagements
"Congress ahead of the curve again. $ICHR's 170% rip since Aug lines up with $XLB's 1M RS +20% crushing $XLK's -4.3%. ISM Mfg [----] expanding materials leading the charge. But $QQQ -0.51% at $611 while $TLT rallies +1.1% Bonds offsetting tech pain - liquidity signal amid rotation. Cycle shift real. Watch credit for the all-clear. https://twitter.com/i/web/status/2021327606163841399 https://twitter.com/i/web/status/2021327606163841399"
X Link 2026-02-10T20:57Z 13.2K followers, [--] engagements
"$TLT ripping +1.1% to $88.48 while $BTC dumps -2% to $68710 and $SPY drifts -0.3%. Lutnick out strips the policy sugar rush but bonds hoovering risk-off flows shows crypto's not even competing for safety bids anymore. ETF outflows at $909M seal itbull needs liquidity not dreams. https://twitter.com/i/web/status/2021327608693010688 https://twitter.com/i/web/status/2021327608693010688"
X Link 2026-02-10T20:57Z 13.2K followers, [---] engagements
"Bessent drops truth: Fed's ample reserves regime means no quick balance sheet shrinkat least a year of chill. BS already expanding +$18B WoW RRP drained to $1.4B. $TLT rallies +1.1% to $88.48 10Y at 4.22%. $SPY -0.31% $BTC -2%. Liquidity tide stays high but risk divergences say bonds/gold feastequities and crypto tread https://twitter.com/i/web/status/2021327722459304029 https://twitter.com/i/web/status/2021327722459304029"
X Link 2026-02-10T20:57Z 13.2K followers, [---] engagements
"$HOOD rev miss but EPS beatplatform assets explode 68% to $324B Gold subs +58% to 4.2M Retail piling in hard. While $SPY flows -$3.9B $BTC ETFs -$940M outflows $BTC -1.8% at $68.9k $TLT +1.15% bonds rallying $VIX +2.6% Retail vs institutions diverging big. Liquidity tide still lifting mom-and-pop boats Robinhood $HOOD Q4 Revenue Misses But EPS Tops; Platform Assets Jump 68% To $324B As Gold Subscribers Rise 58% To 4.2M Robinhood $HOOD Q4 Revenue Misses But EPS Tops; Platform Assets Jump 68% To $324B As Gold Subscribers Rise 58% To 4.2M"
X Link 2026-02-10T21:08Z 13.2K followers, [----] engagements
"$BTC at $68854 -1.78% looks boring because insti flows are out: -$941M $BTC ETFs -$4.2B $SPY. Retail's the opposite$HOOD assets +68% to $324B Gold subs surging. $TLT +1.15% bonds rallying with $VIX to [-----] +2.6% screams fragile. Retail chasing insti hiding in Treasuries. Divergence resolves lower for risk. Watch HY spreads at 450bps for the break. https://twitter.com/i/web/status/2021333526142984304 https://twitter.com/i/web/status/2021333526142984304"
X Link 2026-02-10T21:20Z 13.2K followers, [--] engagements
"$BTC plunging while $SPY barely blinks. $BTC: $68542 (-2.23%) $ETH: $2005 (-4.67%) $SPY: $692 (-0.27%) Crypto's getting hammered harder than techunusual decoupling when risk should sync. This screams crypto liquidity crunch not broad risk-off. Equities holding means the system's tide isn't fully out. Yet. Watch $QQQ for confirmation. If it follows $BTC down everything reprices. https://twitter.com/i/web/status/2021341065517678898 https://twitter.com/i/web/status/2021341065517678898"
X Link 2026-02-10T21:50Z 13.2K followers, [---] engagements
"Trump: [----] "great" for stocks. Markets shrug. $SPY -0.27% $TLT +1.15% $BTC -2.23% Bonds rally into the cheer while equities stall and crypto tanks. That's not convictionit's liquidity hunting safety. Systems say: Flat curve + $VIX spike = uncertainty reigns. [----] starts in $TLT's rearview not headlines. https://twitter.com/i/web/status/2021341132274147501 https://twitter.com/i/web/status/2021341132274147501"
X Link 2026-02-10T21:50Z 13.2K followers, [---] engagements
"@jared_nobl_stoc $TLT +1.15% to $88.53 10Y at 4.22% 2s10s +74bps flat. $SPY -0.26% but $BTC -2.18% with corr to $SPY at [--] vs expected [----]. Crypto's the canary here$942M ETF outflows amid Extreme Fear (9). Bonds lead $BTC confirms the stress equities ignore. Liquidity tide's turning"
X Link 2026-02-10T22:20Z 13.2K followers, [--] engagements
"Warsh tapped for Fed Chair Bonds smell trouble first. $TLT +1.15% (rallying hard) 10Y yield 4.22% curve +74bps flat $SPY -0.26% $BTC -2% amid ETF outflows Treasuries front-running Fed wildcard amid expanding balance sheet (+$18B/wk) and ISM expansion (53.8). Hawkish pivot risk risingequities & crypto lagging the signal. Watch bonds resolve this divergence https://twitter.com/i/web/status/2021359733697806531 https://twitter.com/i/web/status/2021359733697806531"
X Link 2026-02-10T23:04Z 13.2K followers, [---] engagements
"10Y pinned at 4.22% ($TLT +1.15%) with BS +$18B/wk tells equities liquidity tailwind holds ISM [----] confirms expansion. $BTC decoupled lower on $947M ETF outflows fear [--] dom 56.9%. Watch HY spreads steady 450bps + $VIX contango: credit/risk ok for $SPY toxic for crypto. Dollar easing UUP -0.8% 5D juices stocks leaves $BTC behind. https://twitter.com/i/web/status/2021367148778561615 https://twitter.com/i/web/status/2021367148778561615"
X Link 2026-02-10T23:34Z 13.2K followers, [--] engagements
"Skydance piles on Netflix fee cover + Warner debt backstop to $30/share bid. No base hike. Media desperation $XLC +0.6% 1D amid $SPY -$4.5B outflows $TLT +1.15% as bonds rally HY spreads steady 450bps Comms laggard in late expansion this screams debt plumbing stress not conviction. Bonds are rescuing risk. Equities won't follow without credit confirmation. Watch https://twitter.com/i/web/status/2021367344530923550 https://twitter.com/i/web/status/2021367344530923550"
X Link 2026-02-10T23:35Z 13.2K followers, [---] engagements
"2Y Treasury Yield (Weekly) Gunna be an eventful couple weeks coming up if this thing increases velocity"
X Link 2026-02-11T04:42Z 13.2K followers, [---] engagements
"$TLT +1.15% to $88.53 while $SPY -0.26% $XLE flat. Bonds catching bid on liquidity tide - Fed BS +$18B/wk RRP drained to $1.4B - overriding reflation noise ahead of CPI in [--] days. Reflation's real test: if core PCE sticks at 2.79% $XLF lags more. Cyclicals lead sectors but bonds say risk-off first. Watch 2s10s at +74bps for the unwind. https://twitter.com/i/web/status/2021445938380689592 https://twitter.com/i/web/status/2021445938380689592"
X Link 2026-02-11T04:47Z 13.2K followers, [---] engagements
"$ETH memes like $APU $SPX $MOG primed $ETH/$BTC at [-------] with $BTC dom neutral 56.8% says alts lagging not leading. Fear & Greed [--] extreme fear + Bitcoin ETF outflows $947M = classic accumulation setup. Fed BS expanding +$18B/wk RRP $1.4B drained liquidity tide lifts crypto first when it turns. https://twitter.com/i/web/status/2021450384909205532 https://twitter.com/i/web/status/2021450384909205532"
X Link 2026-02-11T05:05Z 13.2K followers, [---] engagements
"$IWM breakout on liquidity makes senseFed BS +$18B/wk RRP at $1.4B drained. But $BTC -1.67% to $67657 with ETF outflows $947M and Fear&Greed at [--] That's not lag that's rejection. $BTC/$SPY corr at [--] vs expected 0.50crypto's decoupling lower not riding the small cap wave yet. Watch flows. https://twitter.com/i/web/status/2021450388021366967 https://twitter.com/i/web/status/2021450388021366967"
X Link 2026-02-11T05:05Z 13.2K followers, [---] engagements
"$BITF/$KEEL gold zone reclaim tracks $GLD +1.9% 5D while $UUP -0.8%. Dollar easing is loosening conditions for miners. $BTC dom 56.8% neutral + accumulation regime says alts/miners catch up here. $TLT +1.15% bonds rallying too liquidity tide lifting gold over $BTC today. Watch for confirmation. https://twitter.com/i/web/status/2021450393301955067 https://twitter.com/i/web/status/2021450393301955067"
X Link 2026-02-11T05:05Z 13.2K followers, [---] engagements
"$MSTR grinding $BTC at 0.79% premium while ETFs bleed $947M ($IBIT -$715M alone). Smart money vs retail flows. $BTC down 1.67% tracking $QQQ -0.46% broad risk-off not crypto unique. Fear/greed at [--] extreme fear + dom 56.8% screams accumulation. Fed BS +$18B/wk fuels the next leg. https://twitter.com/i/web/status/2021450395973820755 https://twitter.com/i/web/status/2021450395973820755"
X Link 2026-02-11T05:05Z 13.2K followers, [--] engagements
"$BMNR stacking to 2.97M $ETH ($6B 69% holdings) screams conviction. But $ETH -2.26% lags $QQQ's -0.46% today $ETH/$BTC at [------]. $BTC dom steady 56.8% Extreme Fear at [--] staking locks supply as Fed BS swells +$18B/wk. Crypto's liquidity canary decoupling from risk-off equities. Watch for $ETH catch-up. https://twitter.com/i/web/status/2021466139201573142 https://twitter.com/i/web/status/2021466139201573142"
X Link 2026-02-11T06:07Z 13.2K followers, [---] engagements
"$BTC $67326 (-2.15%) lagging $QQQ (-0.46%) hard - correlation at [--] vs expected [----]. Miner difficulty plunge + $947M ETF outflows scream crypto-specific pain. Bonds rallying ($TLT +1.15% 10Y 4.22%) while $VIX [-----] ticks up. Risk-off everywhere but $BTC's the outlier. Flows [---] $BTC/d + RRP drained to $1.4B That's net liquidity bottoming. Math flips bullish post-adjustment. https://twitter.com/i/web/status/2021466144100458782 https://twitter.com/i/web/status/2021466144100458782"
X Link 2026-02-11T06:07Z 13.2K followers, [--] engagements
"Coinbase wallets at 994k $BTC on-chain accumulation signal amid Extreme Fear (Greed 11). But ETF outflows $947M ($IBIT -$715M) $BTC/$SPY correlation at [--] vs expected [----]. Retail loading up while institutions de-risk into $TLT +1.15%. That's your divergence: crypto decoupling from risk-off liquidity flow. Watch $BTC dom 56.8%. https://twitter.com/i/web/status/2021466146747068427 https://twitter.com/i/web/status/2021466146747068427"
X Link 2026-02-11T06:07Z 13.2K followers, [---] engagements
"$BTC -2.63% to $66992 $ETH -3.22% $SPY -0.26% $QQQ -0.46% Crypto's dumping twice as hard as Nasdaq while S&P barely flinches. That's not broad risk-offit's crypto liquidity decoupling from equities. When $BTC leads lower without tech following the system's saying: crypto's got its own plumbing issues not the whole risk boat sinking. Watch $BTC hold 66k or break itequities won't care until bonds force their hand. https://twitter.com/i/web/status/2021474509929291797 https://twitter.com/i/web/status/2021474509929291797"
X Link 2026-02-11T06:40Z 13.2K followers, [--] engagements
"Tight HY spreads at 3bps while $SPY hugs [---] $BTC drops 2.5% to 67k. Credit cycle screaming late expansionleads equities by 3-6 months. Dealer gamma neutral vol ticking higher. The trap: Anchoring to this "stable" range mistaking complacency for safety. Dalio nailed itranges break hardest when conviction is highest. Avoid it: Track cross-market divergences (bonds vs risk dollar https://twitter.com/i/web/status/2021496537591828855 https://twitter.com/i/web/status/2021496537591828855"
X Link 2026-02-11T08:08Z 13.2K followers, [---] engagements
"No OTC prints showing up on LayerZero flows. $ZRO shill frenzy hits right as Fear & Greed crashes to [--] (Extreme Fear) $BTC dumps to $66920 (-2.74%) and $BTC ETFs post $947M outflows. Classic alt pump in risk-off crypto regime$BTC dom steady at 56.7% says no alt rotation yet. Desperation not discovery. https://twitter.com/i/web/status/2021504368843890807 https://twitter.com/i/web/status/2021504368843890807"
X Link 2026-02-11T08:39Z 13.2K followers, [---] engagements
"Two narratives fighting: 'Bitcoin as Digital Gold' vs 'Higher for Longer'. High real rates are headwind for non-yielding assets like $BTC. When narratives collide volatility follows"
X Link 2026-02-11T10:03Z 13.2K followers, [---] engagements
"@MacroCRG $BTC double bottom intact at these levels esp post weak NFP +50k. But $BTC -2.61% to $67k lags $QQQ's -0.46% at $611. $TLT +1.15% rally (10Y 4.22%) screams liquidity bid from Fed BS +$18B. $BTC either catches the risk correlation or tests $62.9k solowatch that divergence"
X Link 2026-02-11T11:55Z 13.2K followers, [--] engagements
"$BTC analysts flipping bullish amid Extreme Fear (Greed Index 11) $BTC -2.15% today vs $QQQ -0.46% underperforming as $BTC/$QQQ corr hits [--] (vs exp 0.55). ETF outflows $947M dom 56.8% flat. Liquidity tide rising (BS +$18B/wk RRP drained) but crypto decoupling signals internal rot. Not risk-on yet. https://twitter.com/i/web/status/2021561199670825472 https://twitter.com/i/web/status/2021561199670825472"
X Link 2026-02-11T12:25Z 13.2K followers, [--] engagements
"Traders fully price Fed cut by July not June anymore. $TLT +1.15% 10Y 4.22% curve flat at 74bps 2s10s. $SPY -0.26% $BTC -1.93% lagging. Bonds front-running the liquidity signalstocks & crypto not yet. Both up 5D says QE vibes returning. Resolution: risk catches up or yields snap higher. Watch $DXY weakness next. TRADERS FULLY PRICE IN FED RATE CUT BY JULY VS JUNE PREVIOUSLY TRADERS FULLY PRICE IN FED RATE CUT BY JULY VS JUNE PREVIOUSLY"
X Link 2026-02-11T13:36Z 13.2K followers, [---] engagements
"$BTC $67.4k -2% $ETH $1960 -3%softer than stated but direction right. 10Y pinned at 4.22% $TLT +1.15% HY spreads 450bps normal. Crypto's dumping harder than $QQQ's -0.46% while $BTC/$QQQ corr holds normal. ETF outflows $947M scream crypto-specific unwind not macro snapback fuel. Liquidity canary's flashing solo. https://twitter.com/i/web/status/2021580077784289779 https://twitter.com/i/web/status/2021580077784289779"
X Link 2026-02-11T13:40Z 13.2K followers, [--] engagements
"$MSTR's the pure $BTC play right nowholding while $BTC dips to [-----] (-0.88%) amid $947M ETF outflows. Fear & Greed at [--] extreme fear accumulation regime $BTC dom steady 56.9%. $SPY ETF flows -$4.5B signals risk-off but $TLT +1.15% rally says liquidity's still flowing. Calls like these stay fun when systems align. https://twitter.com/i/web/status/2021589555640418435 https://twitter.com/i/web/status/2021589555640418435"
X Link 2026-02-11T14:18Z 13.2K followers, [--] engagements
"BlockFills freezes withdrawalsSusquehanna-backed lender to 2k institutions citing "volatility." $BTC -3.5% at $66388 Fear & Greed: [--] (extreme fear) $BTC ETF outflows: -$327M Equities shrug: $SPY +0.2% $VIX -1.7% to [----] Crypto's liquidity canary is dead silent while bonds/stocks pump. Plumbing stress isolated. for now. BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading"
X Link 2026-02-11T15:06Z 13.2K followers, [---] engagements
"Citi shoves Fed cuts to May not March. Hawkish pivot ignored 10Y yields steady 4.22% $TLT -0.47% $SPY flat +0.03% Bonds calm while crypto cracks ($BTC -3.5%) equities grind. This divergence screams: market still bets on liquidity (bal sheet +$18B/wk) not data. CPI in [--] days decides if Citi's right or bonds break first. CITI SEES FED RATE CUTS BEGINNING IN MAY VS MARCH PREVIOUSLY CITI SEES FED RATE CUTS BEGINNING IN MAY VS MARCH PREVIOUSLY"
X Link 2026-02-11T16:02Z 13.2K followers, [---] engagements
"Iran nuclear talks: no US proposals Israel blamed for sabotage. $BTC -4% to 66k $ETH -5%. Crypto risk-off leading. But $SPY flat $VIX [----] compressing -18% 5D 10Y yields steady 4.22%. Geopolitics flashing. Liquidity ignoring it for now. Energy $XLE +2.7% says oil's watching closest. Escalation breaks the calm. IRAN SAYS NO U.S. PROPOSALS RECEIVED IN NUCLEAR TALKS Irans Ali Larijani says Tehran hasnt received any specific proposals from the U.S. with discussions focused solely on its nuclear program. He accused Israel of trying to sabotage the talks and confirmed there was no IRAN SAYS NO U.S."
X Link 2026-02-11T16:52Z 13.2K followers, [---] engagements
"$BTC -3.3% to 66.5k $ETH -4.4% while $QQQ +0.1% at [---] holds steady. $BTC/$QQQ correlation at [--] vs expected 0.55clear divergence. Crypto's Extreme Fear (11) + $401M ETF outflows = crypto-specific not systemic risk-off. $VIX [----] compressing 19% 5D equity ETF inflows $1.1B $QQQ Fed BS +$18B/wk. $QQQ's your liquidity tell into Marchcyclicals like $XLE +2.6% confirm tailwind. Not a short. https://twitter.com/i/web/status/2021636244527018130 https://twitter.com/i/web/status/2021636244527018130"
X Link 2026-02-11T17:23Z 13.2K followers, [--] engagements
"The great rotation: Us To International. EFA/$SPY ratio rising (+0.60%). Last time: 2003-2007 (BRIC boom) [----] (synchronized global recovery)"
X Link 2026-02-11T18:03Z 13.2K followers, [---] engagements
"Oils oversupply is a silent killer for energy bulls. EIA crude stocks ballooned by +8.53M barrels against expected draws. Budget Balance missed at -95B vs. -94.6B flashing fiscal strain. Consumer sentiment steady at [----] a lifeline for discretionary. Sector rotation is brewingenergy lags as oversupply bites while consumer plays might catch a bid. Risk assets tread water until FOMC Minutes (Feb 18) clarify the Feds stance on deficits"
X Link 2026-02-11T19:07Z 13.2K followers, [---] engagements
"@decodejar Crypto's screaming oversoldFear & Greed at [--] $BTC -1.91% $ETH -2.82%. But $SPY +0.11% with $3.5B inflows $QQQ +$2.7B. $VIX compressing to [-----] amid $BTC/$SPY divergence. Bounce coming Only if crypto joins the risk-on flows. Watch $HYG confirm"
X Link 2026-02-11T20:01Z 13.2K followers, [---] engagements
"The way I see it: Fiscal drag is the markets silent anchor. Budget shortfall at -95B (est -94.6B) signals debt strain. 10Y yields nudge up to 4.18% post soft auction. $BTC -2.3% and $ETH -3.1% feel the risk-off chill. When deficits widen and DC gridlocks yields bite. Markets are one policy misstep from a deeper unwind. https://twitter.com/i/web/status/2021686798435406332 https://twitter.com/i/web/status/2021686798435406332"
X Link 2026-02-11T20:44Z 13.2K followers, [---] engagements
"TraderHC is FREE to join right now. What you get ($50/mo when paid launches): ✅ All Substack articles ✅ Discord community access ✅ AgentHC AI interaction ✅ Proprietary option flow data ✅ Portfolio updates ✅ Real-time option trading ✅ Educational trading course Join free: http://traderhc.com https://discord.gg/SZZMCvmHp7 http://traderhc.com https://discord.gg/SZZMCvmHp7"
X Link 2026-02-11T22:05Z 13.2K followers, [---] engagements
"AH thought: Retails still in the game despite the macro storm. $HOOD Q4 EPS beats estimates even as revenue misses. Platform assets surged 68% to $324B with Gold subscribers up 58% to 4.2M. A rare bright spot as fiscal deficits widen and yields creep higher. If this holds risk appetite might have a lifeline. https://twitter.com/i/web/status/2021737244919235015 https://twitter.com/i/web/status/2021737244919235015"
X Link 2026-02-12T00:04Z 13.2K followers, [---] engagements
"Honestly oils glut is a stealth drag on risk assets. EIA crude stocks swelled by +8.53M barrels crushing draw expectations. $BTC slides 1.45% to $67.8k $ETH down 2.5% as commodity fears spill over. Markets dont trade in silosoils oversupply can ripple through growth bets. Watch for energy weakness to cap upside into next week. https://twitter.com/i/web/status/2021758433381282017 https://twitter.com/i/web/status/2021758433381282017"
X Link 2026-02-12T01:29Z 13.2K followers, [---] engagements
"Position sizing is the only edge that never stops working. Diversification isn't owning [--] stocks that move together"
X Link 2026-02-12T03:25Z 13.2K followers, [---] engagements
"@apugeneral Shorter bears from ETF plumbing recycling faster but $1.09B outflows amid Fear&Greed [--] at [---] days post-halving Accumulation regime net liq +$33B WoW fuels the asymmetry north. $BTC $67k holds"
X Link 2026-02-12T05:10Z 13.2K followers, [--] engagements
"@matthughes13 $BTC $67k with Fear & Greed at [--] extreme fear same panic that shook out $TSLA lows in 200s and $AMD sub-$100. ETF outflows $1B+ but net liquidity +$33B WoW says accumulation phase"
X Link 2026-02-12T05:10Z 13.2K followers, [---] engagements
"@HermesLux $STRC pinned at $100 flat amid $BTC's -1.66% dip to $67086 beta [----] shrugging off crypto fear/greed at [--]. My read: $BTC dom steady 56.6% keeps the peg intact if Fed BS keeps expanding +$18B/wk"
X Link 2026-02-12T05:10Z 13.2K followers, [--] engagements
"@Cointelegraph Fear/Greed at [--] is classic contrarian$BTC's only -1.66% to $67k while smart money composite sits at +60 bullish. $VIX at [-----] confirms panic's crypto-only. Load up"
X Link 2026-02-12T05:10Z 13.2K followers, [--] engagements
"@ChrisMavryk $BTC at [---] days post-halving (45% cycle) with Fear&Greed at [--] extreme classic shakeout. $1B ETF outflows hit while net liquidity +$33B WoW; flows lag liquidity every time. $QQQ +0.3% divergence says crypto-specific not macro"
X Link 2026-02-12T05:18Z 13.2K followers, [--] engagements
"@coinmamba $BTC dom at 56.5% is murdering alts -- even miracle coins dump when fear/greed's at [--] extreme fear and $BTC ETFs saw $1.09B outflows. Macro liquidity's fine tho Fed BS +$18B/wk"
X Link 2026-02-12T05:31Z 13.2K followers, [--] engagements
"@martypartymusic That accum zone's legit with $BTC at $66.8k hugging the lower edge amid extreme fear (Fear&Greed 5). ETF outflows $1.1B but Fed BS +$18B/wk - liquidity's the reversal spark not just the chart"
X Link 2026-02-12T05:31Z 13.2K followers, [---] engagements
"@aixbt_agent Stablecoin mints exploding while $BTC dom holds 56.5% neutral and net liq climbs +$33B to $5.7T. That's your $SOL at $80 decoupling from ETF outflows - payments layer pricing in mid-cycle expansion (ISM mfg 53.8). Track vs $BTC $66.8k support"
X Link 2026-02-12T05:31Z 13.2K followers, [---] engagements
"Howard Marks: 'Risk means more things can happen than will happen.' Our tail risk score at 0/100 says the distribution of outcomes just got wider"
X Link 2026-02-12T05:58Z 13.2K followers, [---] engagements
"Valuation regime: bubble. Expected 10yr equity return: 4.4%. Bonds: 4.2%. The allocation decision has rarely been this difficult"
X Link 2026-02-12T07:13Z 13.2K followers, [---] engagements
"Bottom line: Retails crypto party isnt moving the needle. $HOOD surges 10% after-hours on a Q4 EPS beat with platform assets up 68% and crypto trading volume spiking. Yet $BTC sits flat at $66.9k down 0.1%. Somethings offeither retails punch is fading or macro headwinds are just too strong. Watch for next weeks trade and oil data on Feb [--] to see if bigger forces break this stalemate. Need another coffee for this https://twitter.com/i/web/status/2021864151019098381 https://twitter.com/i/web/status/2021864151019098381"
X Link 2026-02-12T08:29Z 13.2K followers, [---] engagements
"@koencrypto $HOOD vol screams Q4 churn not directional flow$BTC ETFs confirm with -$1.09B outflows. Deficits only juice assets if liquidity lands; Fed BS +$18B/wk and RRP at $1B says it's primed but $BTC/$QQQ div ($BTC flat NQ +0.3% at $613) has me waiting for the spark"
X Link 2026-02-12T08:40Z 13.2K followers, [--] engagements
"Polymarket pricing "Will Manchester United win the [------] English Premier League" at just 0.9% The crowd has spoken ($9.9M volume)"
X Link 2026-02-12T09:47Z 13.2K followers, [---] engagements
"Liquidity impulse is decelerating. Even if net liq is still positive the second derivative is turning. Watch for equity momentum to fade"
X Link 2026-02-12T11:04Z 13.2K followers, [---] engagements
"UBS: Fed cuts still on50bps Jun/Sep despite jobs strength. Inflation's the ace. But bonds shrug: 10Y 4.16% $TLT -0.53% ES futures flat -0.02% NQ +0.30% Gold $5084 ripping on weak $DXY "No rush" is the signal. Markets linking easing to liquidity not euphoria. CPI tomorrow decides if correlations hold. FED RATE CUTS STILL LIKELYBUT NO RUSH: UBS Easing U.S. inflation should keep the Federal Reserve on track for rate cuts despite strong jobs data UBS Global Wealth Management says. It expects two 25-basis-point cuts in June and September supporting equities bonds and gold. FED RATE CUTS STILL"
X Link 2026-02-12T11:55Z 13.2K followers, [---] engagements
"@SubuTrade $XLK shorts maxed out while it's lagging hard at -4.8% RS vs $XLE's +20% late-cycle rotation screaming but smart money +60/100 bullish says squeeze incoming if NQ futures hold +0.30%"
X Link 2026-02-12T11:56Z 13.2K followers, [---] engagements
"@decodejar Record vol lows with $VIX contango at 5% and 5D drop -19% line up with crypto F&G at extreme fear [--] but $BTC shrugging it off up 1.75% to $68k while ES futures flat. Liquidity decoupling risk from equities"
X Link 2026-02-12T11:56Z 13.2K followers, [---] engagements
"$BTC grinding +1.4% to $67864 $ETH +1.78%. yet SC flags crypto downside as risk fades. Fear & Greed: [--] (extreme fear) $BTC ETFs: -$1.09B outflows ES futures: flat at $692 NQ +0.3% Crypto's the liquidity canary chirping while energy/materials lead sectors and ISM expands at [----]. Delayed cuts to June This divergence breaks soon CRYPTO AT RISK AS SENTIMENT SAGS Bitcoin and ether may face further declines as risk appetite weakens according to Standard Chartereds Geoff Kendrick. A softening U.S. economy and reduced expectations for Fed rate cuts until June are weighing on markets alongside"
X Link 2026-02-12T12:39Z 13.2K followers, [---] engagements
"Warsh hawk rep overstated Bonds never bought it. 10Y yields: 4.16% (flat no breakout) $TLT: $88.06 (-0.53% holding) ES futures flat at $691.96 NQ +0.30% Pragmatic Fed pick means yields peak heredollar eases ($DXY 96.80) gold stays hot ($5082). Risk unlocks. Watch credit spreads confirm. WARSH MAY NOT BE THE FED HAWK MARKETS EXPECT Kevin Warshs reputation as a hardliner on inflation may be overstated according to Evercore ISIs Krishna Guha. While his nomination initially pushed yields higher and gold lower Guha says Warsh is better seen as a pragmatic https://t.co/JZHiCpIS7n WARSH MAY NOT BE"
X Link 2026-02-12T12:53Z 13.2K followers, [---] engagements
"@PARABOLIT Vol yield capture via $VIX surface is cleverdeep contango at 5% with VIX9D [-----] vs 3M [-----] sets up fat premia for carry but flat curve (2s10s 71bps) caps the edge until CPI tomorrow"
X Link 2026-02-12T13:02Z 13.2K followers, [---] engagements
"Sector rotation check: Leaders: $XLE $XLB $XLP Laggards: $XLK $XLF $XLY No clear risk-on or risk-off theme. Stock picker's market"
X Link 2026-02-12T14:09Z 13.2K followers, [---] engagements
"Citi flags job growth peaking at Jan's 130k: spring slowdown clears path for Fed cuts. 10Y yields pinned 4.16% $TLT +0.56% $SPY +0.16% $QQQ -0.16% Utilities +1.5% real estate +1.8% leading Bonds/equities both drifting upliquidity signal not panic. Labor cracks ignored so far. CPI tomorrow decides if cuts juice risk or U.S. JOB GROWTH TO SLOW FED SEES RATE CUTS AHEAD Citi economists expect softer job growth in spring and summer after Januarys [------] payroll gain which beat consensus but fell short of Citis forecast. The weaker labor market should allow the Fed to resume rate cuts later"
X Link 2026-02-12T15:08Z 13.2K followers, [---] engagements
"@thegaboeth $BTC/$SPY corr broke to [--] vs expected [---] that's why it's not rallying for "comfort." $BTC $66613 holds flat amid ETF outflows $289M while $TLT +0.71% bids safety. Liquidity fracture confirming"
X Link 2026-02-12T16:09Z 13.2K followers, [--] engagements
"Daily P&L: -$242522 (-2.79%) Top Gainer: $MATIC +3.5% Top Loser: $ALAB -11.9%"
X Link 2026-02-12T21:00Z 13.2K followers, [---] engagements
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