The Goose(@CryptoGoo5e) 's Twitter Profile Photo

Alright - here are my $GL thoughts from yesterday. For my write up I broke this down into 5 parts. Panda came out neg on $GL in the premarket, it sold off at the open bounced a bit, I just saw someone on my timeline mention it looked like $SIVB and I 100% agree! I was thinking…

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John P. Hussman, Ph.D.(@hussmanjp) 's Twitter Profile Photo

When the Fed buys bonds, it pays by creating liabilities: monetary base (MB = bank reserves + currency) or 'reverse repurchases' (RRP w/money market funds). They pay 5.4% today, not zero. It matters.

Other than a pop after SIVB, total is falling, mostly RRP, while MB has varied.

When the Fed buys bonds, it pays by creating liabilities: monetary base (MB = bank reserves + currency) or 'reverse repurchases' (RRP w/money market funds). They pay 5.4% today, not zero. It matters.

Other than a pop after SIVB, total is falling, mostly RRP, while MB has varied.
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LST(@LongShortTrader) 's Twitter Profile Photo

Pro tip: If you’re looking for a job, it may be a bit aggressive to claim you “predicted” the $SIVB crisis:

“I observed and predicted the potential crisis at Silicon Valley Bank (SVB) in March 2023, which ultimately led to substantial profits through short selling failed banks.”

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SIVB(@sivb503) 's Twitter Profile Photo

Amateur Everything that is currently planned for Starship is to make it a better LEO truck, being a LEO truck allows it to refuel efficiently and get to Mars while being reusable.

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Solsyphus 🪨 Capital(@solsyphus) 's Twitter Profile Photo

Mike Hunt yes bitcoin mining has always been a geopol risk due to internet cable cutting around Africa. And also there are still 2 big banks from SIVB scandal that are overleveraged on crypto.

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Parrot Capital 🦜(@ParrotCapital) 's Twitter Profile Photo

Will DeCotiis One year after $SIVB and $SBNY and they're already priming the pump to bailout the bad actors again.

This sequel is lame!

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LST(@LongShortTrader) 's Twitter Profile Photo

We were looking at $SIVB as a short since winter 2022. Quite a few warned about the structural issues w/ SIVB.

However, I don’t recall anyone predicting that a run on the bank - whereby 25% of SIVB’s depositors would flee in a single day (!)- would be the proximate cause

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E(@NDS0909) 's Twitter Profile Photo

Parrot Capital 🦜 How are they finished? What’s the forcing function off a life insurance company to middle income Americans to be finished due to a “crisis of confidence” or are you confusing a run on a bank because SIVB was a year ago? And deposit outflows

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