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Feb 19, 03:53
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@Tradermayne So insane
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Feb 19, 03:31
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Yay we democratized finance
First Squawk (@FirstSquawk)
Blue Owl permanently halts redemptions at fund aimed at retail investors-ft
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Feb 19, 02:26
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@CryptoEthan What’s the reason
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Feb 19, 01:46
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@Evan_ss6 peter lynch mode
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Feb 18, 22:38
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@trq212 Brother can you just tell us if we can use openclaw or not
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Batch analyzed (3 ideas in batch of 50)...
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Feb 18, 13:25
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GENTLEMEN
MAN
YOUR
SITUATION MONITORS https://t.co/lofE5FS4Ey
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 13:24
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@Boris_Gyuzelev1 Totally
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 05:06
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Wow, the goat is also rotating out of Megacap tech, long equal weight performance vs market cap, long financials for deregulation and curve steepening, and long real cyclical assets
Feels good man https://t.co/IkpXeNJ8G4
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 04:50
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Sneaky except everyone’s talking about it lol https://t.co/jW82FKojZy
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 03:29
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@Dcpcooks My man https://t.co/VUWNZcOIN0
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 01:19
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@toe232323 Depends. Even long term investors need to make a decision on whether equal weight or market cap weight works best in the next 30 years
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 22:04
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We have to pay for our DAT sins before we have a chance of being a serious industry again. Shame. https://t.co/NQ27Z6kCgM
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Batch analyzed (3 ideas in batch of 50)...
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Feb 17, 21:39
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My new favorite trend is DATs buying their own companies at the cost of further equity dilution
Champions adjust https://t.co/R4pQLzZNC6
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Feb 17, 16:45
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Diversify out of MAG7 yo https://t.co/TKbA9XN923
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 15:51
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🔥🔥🔥 https://t.co/xcRfz4XjBB
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Batch analyzed (3 ideas in batch of 50)...
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Feb 17, 15:17
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It’s time for the industry to grow up and we’re laser focused on leading the charge. https://t.co/pTsaE8WXG9
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Feb 17, 03:48
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We gotta bring back smoking inside but just in like a few select places
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Feb 17, 03:17
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@0xsmac @rodeo_crypro My favorite thing to do is tweet things off the cuff with 30 seconds of thought given to them that then gets hyperanalyzed by 82 thousand people for the next 12 hours
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 01:29
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Few https://t.co/A2ShBDCqCY
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 01:05
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@0xsmac Between accelerationists and safety bros?
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Batch analyzed (2 ideas in batch of 50)...
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Feb 16, 20:53
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As long as accounts on here are engagement baiting by using free models from ages ago as a proof point we're still early to the whole thing https://t.co/gRXoceCbwL
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Feb 16, 06:06
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Crypto native VC is giga cooked https://t.co/H3Q0GCDYzv
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Batch analyzed (4 ideas in batch of 50)...
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Feb 14, 17:43
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One must always read the chumba even if his theses make you uncomfortable in the moment https://t.co/XqETfzD0Hj
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The tweet advises to consider uncomfortable theses...
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Feb 14, 17:35
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Marked safe from AGI https://t.co/h9RpQIYPL8
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The user expresses relief about...
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Feb 14, 17:34
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Openclaw built me a better portfolio dashboard than any single one I’ve paid for and took me one hour of casual prompting while sitting on my couch and now if I want to make any sort of tweak or add a specific feature it takes 2 mins and it’s done
Absolutely insane
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User expresses extreme satisfaction with a...
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Feb 14, 17:29
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Few more DAT unwinds then up only https://t.co/OzBoR8qA1c
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The tweet suggests...
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Feb 13, 16:28
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With this week's jobs revisions, my framework of a main street recession happening last spring that was papered over by large AI capex and top percentile income earners spending like mad makes more sense.
And now IMO we're coming out the other side of it https://t.co/msLbzBmrnt
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Feb 13, 15:30
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What https://t.co/shIpK9DNDp
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Feb 13, 15:16
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Like, what https://t.co/ShEvUN8aX1
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Feb 13, 15:02
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The normie redditor world crashing out about 4o model being deprecated is so freaky - full on black mirror ai psychosis
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Feb 13, 14:50
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Really good one I think! https://t.co/dzwc5sBv5x
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Feb 12, 20:51
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Every fundamental positive headline gets sold into. Broken market. Sad days https://t.co/LAJuPp5Tg0
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Feb 12, 18:07
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god i love this team
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Feb 12, 17:45
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POV: you're about to go up against a Canadian powerplay line of Makar, Mcdavid, Crosby, and Mackinnon https://t.co/m3kkSA4p7H
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Feb 12, 15:23
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Get your tickets! https://t.co/pUf1YSDjq1
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Feb 11, 17:20
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In world of noisy economic data with endless revisions and seasonal adjustments, I'm a huge fan of looking at tax collections via the treasury daily statement data. Hard data, money in money out, no adjustments. And as @VincentDeluard discusses, it was up 24% yoy vs last january https://t.co/NVhvJoNdoI
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Feb 11, 15:30
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Really nothing changing for me. Bullish energy, metals, commodities, industrials and they all keep performing. Just sitting on these trades and not doing much.
Continue to believe MAG7 and tech and therefore crypto w/ that correlation continues to underperform https://t.co/xzjc1V3VNj
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Feb 11, 14:51
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New episode out with @VincentDeluard who is one of my favorite macro thinkers these days. He has an exceptional understanding of what’s happening these days https://t.co/8eHNmESLsd
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Feb 11, 14:23
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First positive manufacturing payrolls in a very long time, private payrolls surging, UR down.
The economy is re-accelerating https://t.co/sbUBFBA4SA
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Feb 11, 04:25
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Chumba logging on and deciding whether to crash out about quantum or AI everyday
@chumbawamba22 https://t.co/Mra1K16vvc
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Feb 09, 20:47
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it's fun cause no matter what you post you'll always be called an idiot by the other side of the argument regardless https://t.co/vf80sB7BWA
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Feb 09, 19:28
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the economy is re-accelerating https://t.co/G6iujJXSPG
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Feb 08, 05:46
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🫡🚀 https://t.co/MZF9PZtKo6
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Feb 08, 01:56
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Isn’t this more representative of Covid bubble hiring excess that’s been normalized than any sort of AI related thing? https://t.co/gOtOjln7G6
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Feb 07, 19:13
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Big if true https://t.co/F5Sz9AzmCc
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Feb 07, 17:24
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Absolute banger of a post https://t.co/YQzYBgnas0
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Feb 06, 18:32
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Who's gonna finance it and what do they sell to do so?
And what happens to a market where hundreds of billions of $ of buybacks evaporate this year?
I think the rotation from growth to value factor underlines the market trying to digest these questions https://t.co/ikPhBi2F1f
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Feb 06, 17:55
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New roundup up! One of my favorites in a while. So much to talk about.
@qthomp @Tyler_Neville_ @ForwardGuidance
https://t.co/xHFicLSyEz
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Feb 06, 16:53
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banger. https://t.co/oXApd7sucW
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Feb 06, 14:32
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Few months later and parts of this idea are invalidated.
I think the idea that a magical cycle exists is dumb, but I underestimated how the natural evolution of crypto markets creates a market structure where any old catalyst leads to the reflexive end point of a 4 year cycle. https://t.co/0LNWaEw6M8
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Feb 05, 23:21
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It seems like this has become the question du jour that markets are trying to figure out. @dampedspring and I discussed it at length in early Jan, check it out https://t.co/UPlhgx9Hmq
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Feb 05, 23:19
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basically impossible to get a recession when you're doing $600b of new marginal capex in a year btw https://t.co/kYFJczaD2s
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Feb 05, 23:15
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Regardless of whether AI disrupts other segments of the economy, the catalyst of the most in demand and well paid sector (software engineering) turning into the most disrupted sounds pretty damn deflationary to me
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Feb 05, 21:11
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Amazon Capex $200b, street estimate was $146b. Stock down 10% AH.
The beat of the drum continues https://t.co/l5F4oOWLU6
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Feb 05, 21:00
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Quinn especially has been on a heater the last month. Long metals short tech has just been an absolute killer trade. Props man https://t.co/fYSaPlgVS8
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Feb 05, 05:41
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Whenever crypto re-emerges anew, which I think it will, fintech VCs who are much smarter will take the lions share imo.
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Feb 05, 05:39
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DATs were basically one last kick at the can for crypto VCs to realize returns before many of them return to their terminal decline of AUM that began in 2021
A quick deviation at the cost of creating billions of inefficient overhang in DATs which we will need to work through.
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Feb 04, 22:39
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It's a big bet, and one that I think is worth making.
If it pays off and the free cash flow begins to come in in a few years, the AI bet will win out.
but in the interim, we're seeing these huge companies lever up https://t.co/55jmUXCReD
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Feb 04, 22:36
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Well Google earnings came out today and the theme of the great balance sheet transformation continues.
Meta and Google combined provided $80b in annual buybacks to the equity market that is now going away. https://t.co/Lvj5tujjAx https://t.co/SnIjT9R5G4
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Feb 04, 15:54
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The Anthropic generational run needs to be studied https://t.co/pemAOFCNoS
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Feb 04, 15:02
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Out now with @josephwang ! https://t.co/ZX0ZoGnt52
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Feb 03, 20:07
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Seems the vibe is shifting on MAG7 in markets today. Here's the clip of my full META analysis on last week's roundup on AI Capex. https://t.co/W9guwCbUg3 https://t.co/SnIjT9R5G4
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Feb 02, 18:50
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Just wrapped recording a deep dive on the implications of the Warsh nomination and what could realistically happen to the balance sheet with @josephwang for @ForwardGuidance
Out tomorrow and an absolute must watch to get up to speed on things!
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Feb 02, 15:03
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The economy is re-accelerating https://t.co/PlKYnnvOTs https://t.co/ELJ2M920xH
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Feb 02, 06:09
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@izebel_eth important update
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Feb 02, 06:09
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My goat is marked safe https://t.co/viYXhMAon0
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Feb 01, 23:51
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https://t.co/5Oek84GSTe https://t.co/nX2UEyIwtn
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Feb 01, 20:52
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Lotta folks coming to this realization now.
I don’t know how much they’d realistically get the balance sheet any lower from here, but I think balance sheet expansion above GDP growth is sooo far from being likely, and QE is a pipe dream https://t.co/CWANQu3KOb
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Feb 01, 20:50
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Spending more and more time over on the blog app. Much higher signal and quality of discussion vs the slop here these days
Quinn’s been doing some great free market updates https://t.co/cawpDfCh74
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Jan 31, 01:23
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Posted my entire trading log history in Claude to ask for feedback and it basically roasted me for ever trying to trade bonds and told me to give up 👍
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Jan 30, 18:26
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4 https://t.co/w4VuVv04Qf
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Jan 30, 17:31
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Well said https://t.co/y28YAd73HS
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Jan 30, 17:00
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SLV down -20% in one day since we recorded this yesterday 😅 ouch https://t.co/E9P3ZayV2A
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Jan 30, 16:14
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Lotta good stuff in this one! https://t.co/trDKehXifK
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Jan 30, 15:39
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To reduce the balance sheet any further would require a total restructuring of how the Fed employs monetary policy and controls front end rates
Yes, the Fed buying MBS again is much less likely and that’s a good thing. But the balance sheet isn’t going lower https://t.co/TwVRZuBRDU
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Jan 30, 15:31
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The fact that so many people think Warsh will be a hawk and that Trump somehow missed this in his vetting process is ill thought out and laughable
Really?
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Jan 30, 00:23
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Bonds selling off in reaction tells you all you need to know
Shame. Was gunning for Waller as top pick, Rieder second pick. https://t.co/xYcTVG0XjU https://t.co/6oqSS2LzQy
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Jan 29, 18:41
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What happens to market structure when MAG7 buybacks disappear this year?
Think diversifying out of megacap tech is important theme to consider this year. https://t.co/SzsjVA0woG
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Jan 29, 18:15
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It's great to see that CT has brought crypto price action to silver and metals (nuke 12% out of nowhere, liquidate the leveraged players, then close the candle green) 😂
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Jan 29, 15:51
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Welcome to the positioning flush https://t.co/9awYk6fM8U
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Jan 29, 03:03
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Probably a good way of tracking the eventual top here https://t.co/5T1QIMggGA
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Jan 28, 21:47
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The reason gold is ripping and btc isn’t is because the debasement trade is more vibes and the real marginal mover here is china capital flight and Chinese aren’t interested in Bitcoin aka the American trump coin
Thank you for coming to my ted talk
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Jan 28, 19:48
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this is the most boring FOMC day in a long time
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Jan 28, 14:43
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Also, kinda crazy to reflect on getting to this point of talking to these guys.
In the late 2010’s I was a rabid listener of Real Vision, listening to every single thing @RaoulGMI and team were pushing out. His interviews with Alex always struck me as wildly fascinating and https://t.co/lbtAI2wWhs
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Jan 28, 14:39
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Out now!
@agurevich23 has been on my wish list for a long time to interview. Honored to make it happen! https://t.co/RvsHBeHHFP
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Jan 28, 01:05
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Yeah they don’t understand it because it makes zero sense https://t.co/0CVNDInSfV
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Jan 27, 21:42
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dev tweeting about price https://t.co/oIgBO8K9JV
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Jan 27, 21:18
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Tomorrow my interview with @agurevich23 will be live on @ForwardGuidance where we discuss his new book and a lot more! https://t.co/zLlOnxU48y
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Jan 27, 17:58
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Some of the coolest, most unique work I've seen on crypto market regimes in a long time. Awesome work @0xMether
@blockworksres https://t.co/Srf7qWwD0V
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Jan 27, 00:11
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Real https://t.co/Kw2COuF8uw
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Jan 25, 20:47
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If your group chat isn’t cornering the Mac mini market and sharing exotic links to Chinese peptides, you need to level up your group chat
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No analysis
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Jan 25, 18:51
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So AI is creating incredible tools that are 10x’ing productivity every week and the best crypto can do right now is celebrate when a meme coin that mirrors a new AI product has no direct benefit or association with that product so people can freely speculate on it
Quite the https://t.co/XtVydyjjdm
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Jan 25, 03:53
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A third option appears https://t.co/muJSeedHqw https://t.co/eI4rpGsjCa
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Jan 25, 01:03
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Alright who gave Tyler AI 😭😭 https://t.co/cOj1GBjXXW
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No analysis
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Jan 24, 05:18
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As an absurdist this lil guy really speaks to me https://t.co/NwxaP5EFsW
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No analysis
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Jan 23, 21:35
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Fresh roundup recorded this morning! have a great friday.
@qthomp @Tyler_Neville_
https://t.co/kLIn7n27dq
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Jan 23, 16:40
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The economy is re-accelerating https://t.co/Y34uMk7zSk
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Jan 22, 16:55
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It appears Digital Asset Treasury companies have two options at this juncture https://t.co/IkQIjck94V
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Jan 22, 15:24
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I think this is genuinely the most stacked speaker lineup we’ve ever had at @blockworksDAS
All grown up!
March 24-26 in NYC it goes down. Use ticket JANUARY100 for $100 off. Expires Friday! https://t.co/1BBpFeh9xH
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Jan 21, 15:45
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New @ForwardGuidance episode out with the great @jam_croissant ! In a sign of the times, we spend most of the episode discussing the big geopolitical shifts happening at the moment and how to position for it. Enjoy!
https://t.co/E18BJmisgD
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Jan 20, 14:19
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Greatest sport ever https://t.co/3YGwZfNegF
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Jan 20, 13:51
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Dollar down
Equities down
Yields up
Gold up
Welcome back capital outflow doom loop
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No analysis
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Jan 14, 15:16
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New episode out with my friend @abcampbell , who’s been pounding the table for over a year on the silver trade. One of my favorite interviews! https://t.co/xyVgOZL9KX
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No analysis
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Jan 12, 16:48
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😂😂 https://t.co/gc9lUyZhl1
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No analysis
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Jan 12, 01:13
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So I think the game here is Trump admin wants to ensure that once new chair is nominated, that Powell doesn’t stay on as a governor for the rest of his term which would mess with their plans to try and dominate the FOMC
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No analysis
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Jan 12, 00:52
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Jesus Christ https://t.co/u6lioStNiI
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No analysis
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Jan 12, 00:28
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Thanks for pumping all my metals https://t.co/0xacEWewOu
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No analysis
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Jan 11, 23:26
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🚀 https://t.co/zQgYvLYTHQ
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No analysis
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Jan 11, 19:45
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Same thing happened to me the other day https://t.co/keYF1fEQVA
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No analysis
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Jan 11, 02:29
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What the hell man https://t.co/6qJlFpZqBr
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No analysis
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Jan 09, 20:30
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🔥🔥 https://t.co/gpGzBxKqrU
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No analysis
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