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![CapitalFang Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1427732791014432780.png) EagleFangCapital [@CapitalFang](/creator/twitter/CapitalFang) on x 2072 followers
Created: 2025-07-12 14:30:03 UTC

Well...
X. Didn't back off this call - stayed hedged with index puts. Took advantage of lower volatility to add more puts.
X. Trade policy IS getting real f'ing crazy after the tax bill passed. No point in negotiating anymore imo.
X. Watch bond yields/dollar/gold/crypto/claims


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944041570224734571/c:line.svg)

**Related Topics**
[fixed income](/topic/fixed-income)
[tax bracket](/topic/tax-bracket)
[volatility](/topic/volatility)

[Post Link](https://x.com/CapitalFang/status/1944041570224734571)