Excel Monkey @excelmonkey1
cryptocurrency booster, shadowy super-coder, excel monkey Joined November 2015-
Tweets2K
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Following1K
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I think the best investor of the future will be someone that starts an AI focused fund with a fundamental secular winners/losers orientation. Similar to what tiger cubs were doing during the rise of the internet, mobile, cloud or what Leopold is trying to do now (albeit with way…
All of the book recommendations I have regarding macro are in a single place: capitalflowsresearch.com/p/research-syn…
I expect XPL to exceed everyone's expectations. Looking for an entry around $5b, although I expect this to trade anywhere from $10-20b in the near future. TLDR: - Tether is one of the few crypto projects to permeate TradFi mindshare, given that they print money. They likely…
I expect XPL to exceed everyone's expectations. Looking for an entry around $5b, although I expect this to trade anywhere from $10-20b in the near future. TLDR: - Tether is one of the few crypto projects to permeate TradFi mindshare, given that they print money. They likely… https://t.co/V6jCia6mwV
Tomorrow $XPL goes live with almost poetic timing (Tether raising $20B at a $500B valuation, lots of onchain runners, and speculative capital apeing into new launches despite a shaky broader market.) I think Plasma has a chance to be a massive cook. Let me break down why I…
If anyone remembers the taper tantrum of 2013 this is basically the same general framework for why I believe we’ll have a not great Q1 for equities. In short, the taper tantrum was the market throwing a fit to ensure that policy actions which were perceived as negative for asset…
My market take: equities in for 4-15 months of pain (I’ll guess 9 months) tied to deflationary government policies (tariffs and mass layoffs mostly). Then it’s a political question - does Trump admin “capitulate” and turn severely inflationary? In vast majority of similar cases…
14 sentences from billionaire hedge fund managers I can't stop thinking about. 1. “There is a time to make money and a time to not lose money.”
yes I finally wrote about it. defo my longest article so far. as usual giving access to some who RT reference: @__paleologo @KrisAbdelmessih @AgustinLebron3
first principles
It's that time of year again. I've got a few annual TradingView subscriptions for three lucky people. Follow @tradingview and RT this tweet for eligibility. Winners will be selected on Sun night EST (11/26) and notified via DM. Good luck! #ad #blackfriday
Just published our latest writing on Liquid Venture Investing in Crypto, a thread to follow. medium.com/defiance-capit…
The FDIC's 130bln insurance fund *currently* has enough resources to cover >$1tln of depositors if needed. That's because the FDIC doesn't pay out depositors entirely. It only pays out the incremental amount needed to make a failed bank's depositors whole. Thread.
2/3 of America thinks the financial system is overdue for an overhaul. It’s time to update the system 🔁
Sharing an Update on USDC and Silicon Valley Bank. circle.com/blog/an-update…
I'm claiming testnet tokens for @zksync v2, an EVM-compatible ZK Rollup! My Address: 0x0af038848e33f2da1d68ddb1bac00575520c7cbb Learn more: v2.zksync.io
FYI - I'm giving away one free annual @tradingview premium plan during today's space as part of their Black Friday sale. Just like and RT this tweet to enter, and make sure to actively listen during the space for the chance to win. gl
all of you have over exposed longs and it really shows
SynthTrading @SynthTrading
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ValueStockFinder🇺�... @Awflowu884
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BlackboxStocks🇺�... @Locaw670117
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Sleepysol @Sleepysolcarp
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sofia @al3thi0meter
639 Followers 572 Following @fabriccrypto • prev @ezklxyz @penndsl @pennblockchain / @franklin_dao • prev tech M&A @morganstanley algo trading @jpmorgan
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Dr. Jeff Ross @vailshirecap_JR
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Ari Paul ⛓️ @AriDavidPuall
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Joan @joan_smith62
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Make money easily @MG8ks5IyG5Dn26q
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Isaac Barile @IsaacBaril84QBX
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Dawn @dawnpowell51
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Daddydanz(🔮,🔮) @daddydanzy
336 Followers 3K Following 26 y/o🇫🇷 Manager, creator, Building in Meta @Spacepearl_ETH 🛸mfer NFT degen Proceed w/ Caution🚀
John Brown @jjohn_j_brown
599 Followers 1K Following Crypto trader & speculator | Pro-local, pro-global, anti-national | Long education & freedom | Short hierarchy & dictation. Likes and retweets are endorsements
tis a miffy muff @mitsubishimuffy
3 Followers 26 Following
CryptoManiaks @CryptoManiaks
7K Followers 599 Following 🚀 Expert crypto insights & market analysis 📊 Reviews • Guides • Community 📩 Join our “Don’t Get Rekt” newsletter ⬇️
CryptobyReiko @CryptobyReiko
1K Followers 4K Following Full time Economics student at NYU Part time Bitcoin trader₿ Trying to make sense of cryptos through Economics
The Puma @The_Crypto_Puma
11K Followers 526 Following Pretty sure I'm twitter retired. DMs are open and it's not that hard to find me if you want to.
No Context Kreil @NoContextKreil
61 Followers 314 Following Tweeting out-of-context clips of @antonkreil. Parody.
cyberpunk @spiderutv
160 Followers 588 Following
TickWatcher @MITickWatcher
5K Followers 5K Following Update for stock earnings, dividend, money flow information for stocks, market and sectors rotation. All in one market and portfolio station with Advanced Alert
Martinez @Martine76257050
726 Followers 2K Following
Mike Paloma @MikiPaloma
636 Followers 2K Following Sports/Stockmarket/Telepathic Ability/English Ancestry
Will Foster @WFosterConLaw
764 Followers 5K Following Yale Law '27; Columbia '24. Constitutional law writing at Originalism Blog & elsewhere. Retweets/likes not always = approval.
Pina Pinetta 👀 @alex_intesa
240 Followers 1K Following
Lily @Lily05557484
4 Followers 38 Following
World Publicity @worldpublog
14K Followers 12K Following Worldwide online promotions, Covering contents from every positive aspect of life. Including Crypto & Blockchain. ENQUIRIES email;- [email protected]
FilingsDB - Corporate... @filingsdb
209 Followers 2K Following Empowering data-driven investors, researchers, and journalists | Set free email alerts by company or SEC form type here - https://t.co/drIu4Rzknj
John Quakes @quakes99
91K Followers 35K Following Retired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested in the Global #Nuclear & #Uranium Renaissance 🌅⚛️⚡️⛏️ 🤠🐂
illiquid @lefttailguy
3K Followers 572 Following consilient software observer; crafting an alchemist's paradise.
Stan Druckenmiller @standuquesne
39K Followers 11 Following
drxl.eth @DrxlEth
1K Followers 548 Following Diligence in the front, degen in the back. Research Manager @MessariCrypto | NFA | My views are my own
Capital Flows @Globalflows
72K Followers 2K Following Christian | Global macro research & trading in rates, FX, and equities | Educational primers and dynamic models mapping capital flows(free)⬇️
Compound @CompoundVC
11K Followers 153 Following Compound is a thesis-driven, research-centric investment firm leading seed rounds :: :: What we're currently reading @compoundarxiv | Not called Compound VC
Sam @0xCryptoSam
7K Followers 691 Following research analyst @messaricrypto | prev pm @ether_fi | not financial advice
Tulip King (bear arc)... @0xTulipKing
17K Followers 2K Following Investing in tulips | Staff Engineer, onchain data & AI @MessariCrypto | Larping, most of these tweets are written by AI
Cooker.hl | Kms.eth |... @CookerFlips
129K Followers 4K Following Founder @PastelAlpha DM atomicfartt/web3ven on TG for Biz https://t.co/jbAhfPYEjB https://t.co/u1zxjxEYBD https://t.co/2n0nA3tyfw
Goshawk Trades @GoshawkTrades
55K Followers 359 Following Turning Ideas Into Trading Strategies | From 0 to 10 Algos In 4 Years | Follow For Insights Into Data-Driven And Algorithmic Trading | Not Financial Advice
pedma @pedma7
47K Followers 367 Following Building my systematic trading portfolio to 8-figures in AUM, and sharing what I learn along the way | Not Financial Advice
Andrew Freedman, CFA ... @HedgeyeComm
28K Followers 3K Following Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco) For research, click the website link below!
oxbquant @oxbquant
7K Followers 170 Following G10 rates trader. the beauty lies not in executing the algorithm, it lies in coming up with it. not financial advice.
Sheep of Wall Street @Biohazard3737
53K Followers 3K Following Investor. Very food motivated. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
Worst Contrarian - BA... @larpcapitalwc
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Conch Shell Capital @TMTMoats
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AGU @FTDAGU
3K Followers 305 Following God gave us Probability, the rest is up to chance. Full Time Degen @garfieldcap
Jared Isaacman @rookisaacman
348K Followers 399 Following Keeping busy on and off the planet 🌎. Shift4, Inspiration4, Polaris Dawn 👨🚀🚀🐉
Andrej Karpathy @karpathy
1.4M Followers 1K Following Building @EurekaLabsAI. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets.
Domer❤️🔥 @Domahhhh
21K Followers 804 Following Full-time political bettor since 2007. I don't tweet much, and we're all better off for it.
RiverRoadPartners @partners_road
15K Followers 292 Following Hedge fund mgr. Not financial advice. Happy to debate ideas, especially shorts. River Road Partners is a made-up name for X, by the way, so don’t bother.
EndGame Macro @onechancefreedm
49K Followers 763 Following Macro strategy | Systemic risk & policy intel | Powered by AI + human insight | Not Financial Advice
PurpleDrinkCapital @PurpleDrink_LLC
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Jonah Burian @_JonahB_
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SixSigmaCapital @SixSigmaCapital
25K Followers 558 Following Market Participant | Emergency Physician I post live portfolio updates and write about actionable ideas at https://t.co/Si0GDI7nRR
jez (blast era) @izebel_eth
49K Followers 1K Following i must not fomo. fomo is the mind-killer. Extremely Online thoughts: https://t.co/VzloBwmpNi water build | https://t.co/oHmwh3yRXc
Brad Setser @Brad_Setser
137K Followers 996 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Forward Guidance @ForwardGuidance
23K Followers 98 Following Macro Investing. Podcast by @fejau_inc | Newsletter by @strack_ben Telegram: https://t.co/cccyP3Jvq8
Lekker Capital @lekker_cap
3K Followers 2 Following Discretionary macro hedge fund focused on the intersection of global financial markets and digital assets.
Quinn Thompson @qthomp
25K Followers 2K Following CIO @Lekker_Cap | Weekly Macro Podcast @ForwardGuidance
2 Gray Beards @2GrayBeards
12K Followers 2 Following Macroeconomic Research Firm focused on investors with portfolios of high-six to high-seven figures. Run by @nickgiva1 & @dampedspring Every Saturday before 3PM
James Surowiecki @JamesSurowiecki
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Toby Pohlen @TobyPhln
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Yuhuai (Tony) Wu @Yuhu_ai_
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David @EffortCapital
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