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![thelukealhaj Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::973330289316585472.png) Luke [@thelukealhaj](/creator/twitter/thelukealhaj) on x XX followers
Created: 2025-07-22 01:25:01 UTC

💥 Short the regional banks
▶️ Buy puts on $KRE, $ZION, $CMA
Banks holding CRE paper get crushed

🏚️ Short mortgage REITs
▶️ $BXMT, $STWD Jan 2026 puts
CRE bridge lenders can't survive

📉 Long $TLT / $ZROZ
▶️ Fed panic cuts = bond moon

📉 Long $SRS / $DRV
▶️ REITs collapse


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947467889298313624/c:line.svg)

**Related Topics**
[$srs](/topic/$srs)
[fed](/topic/fed)
[$zroz](/topic/$zroz)
[$tlt](/topic/$tlt)
[$cma](/topic/$cma)
[$kre](/topic/$kre)
[$zion](/topic/$zion)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/thelukealhaj/status/1947467889298313624)