Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![UnicusResearch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1370821619145379842.png) Unicus [@UnicusResearch](/creator/twitter/UnicusResearch) on x 10.4K followers
Created: 2025-06-28 16:02:31 UTC

đźš© 5,000+ $CVNA auto loans repoed.

- $273M gain booked.
- $3M “unrealized securitization gains” despite deep subprime wipeouts.

The stress isn’t showing up in earnings, but it’s already real. We traced the gap. 

Here is a sample of what's to come in our new Off the Books series.

Link below.

![](https://pbs.twimg.com/media/GuiuWFbWcAAwz9Q.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1938991408742048082/c:line.svg)

**Related Topics**
[3m](/topic/3m)
[collateralized debt obligations](/topic/collateralized-debt-obligations)
[$3m](/topic/$3m)
[$273m](/topic/$273m)
[auto loans](/topic/auto-loans)
[$cvna](/topic/$cvna)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/UnicusResearch/status/1938991408742048082)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

UnicusResearch Avatar Unicus @UnicusResearch on x 10.4K followers Created: 2025-06-28 16:02:31 UTC

đźš© 5,000+ $CVNA auto loans repoed.

  • $273M gain booked.
  • $3M “unrealized securitization gains” despite deep subprime wipeouts.

The stress isn’t showing up in earnings, but it’s already real. We traced the gap.

Here is a sample of what's to come in our new Off the Books series.

Link below.

XXXXXX engagements

Engagements Line Chart

Related Topics 3m collateralized debt obligations $3m $273m auto loans $cvna stocks consumer cyclical

Post Link

post/tweet::1938991408742048082
/post/tweet::1938991408742048082