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![levenson_david Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2585771166.png) David Levenson. It's time to reduce Lev Vega Cap [@levenson_david](/creator/twitter/levenson_david) on x 14.1K followers
Created: 2025-07-20 04:33:07 UTC

Just XX bp lower to a new 50-week low rate for ARMs

Origination market share for ARMs has risen to XX% and will rise further

Outstanding ARMs assets are under XXX% so there will be historic duration collapse as origination of ARMs gains share in a declining rate environment

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

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946790450989314487/c:line.svg)

**Related Topics**
[lev](/topic/lev)

[Post Link](https://x.com/levenson_david/status/1946790450989314487)