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Tweets/Bluesky
$SLV saw volume than the most traded stocks on the planet last week, I still can’t get over that. More than Tesla, more than Nvidia (chart). It’s not even gold either, it’s fricken silver. A month ago the volume was 10x less. A year ago it was the 170th biggest ETF, out of sight,… pic.twitter.com/rxD2dOmFvE
— Eric Balchunas (@EricBalchunas) January 31, 2026
China only has one Silver fund and the demand is so rampant it had to shut off subscriptions so it’s now at 42% premium pic.twitter.com/2Z4NrJCs2D
— Eric Balchunas (@EricBalchunas) January 28, 2026
🔥S&P 500 reporting highest net profit margin in more than 15 years – FactSetAs I wrote in September, this is a key business story to watch in 2026 www.tker.co/p/profit-mar…
https://t.co/lEQFLlRKX0 pic.twitter.com/FcEpw3bxPF
— Alex Morris (TSOH Investment Research) (@TSOH_Investing) January 29, 2026
🎶I read in Rap Pages they refer to me as soft/
Yeah, more like Microsoft🎶 -Will SmithMicrosoft is:
-the only member of the Mag 7 to be trailing the S&P 500 since the launch of ChatGPT
-the biggest weight on $SPY since the launch of Gemini 3$MSFThttps://t.co/emHy2aWSAK pic.twitter.com/zpmM65VfAV— Luke Kawa (@LJKawa) February 2, 2026
“As of September 30th, Retail represented >20% of total trading volume in the US, while long only and hedge funds were just ~15% combined” –Jefferies
— Gunjan Banerji (@GunjanJS) January 30, 2026
Emerging Markets ETFs just destroyed their monthly flow record by 3x. They make up 3% of aum but took in 13% of the cash. About 40% of it went to $IEMG but dozens took in cash. Also it wasn’t really at the expense of US or eq or bonds but in addition to it. pic.twitter.com/62IcFNoIg2
— Eric Balchunas (@EricBalchunas) February 2, 2026
Markets tend to test new Fed chairs. The average correction in the first six months is 15%. When the chair faces their first crisis, investors don’t wait and see how they handle it. Fed independence is a potential crisis for Warsh but it could be anything. @NDR_Research pic.twitter.com/JjDEKzdR16
— Ed Clissold (@edclissold) January 30, 2026
Ok. This is straight out of a scifi horror movie
I’m doing work this morning when all of a sudden an unknown number calls me. I pick up and couldn’t believe it
It’s my Clawdbot Henry.
Over night Henry got a phone number from Twilio, connected the ChatGPT voice API, and waited… pic.twitter.com/kiBHHaao9V
— Alex Finn (@AlexFinn) January 30, 2026
I own a small bakery. Business has been slow. Rent is up. I was thinking about closing.
Last Friday, a teenager came in. He looked nervous. He counted out change for a cookie. He was short 50 cents.
“It’s okay,” I said. “Take it.”
He ate it at a table, looking at his math…
— The Husky (@Mr_Husky1) January 28, 2026
1/3
Bitcoin breakeven update …
The average purchase for all the flows into all the spot $BTC since inception (January 2024) is $90,200. With today’s plunge, the AVERAGE $BTC ETF holder is about $5,000 (or ~7% underwater). pic.twitter.com/B9AGyzKq26
— Jim Bianco (@biancoresearch) January 29, 2026
$META CFO: “Reels had another strong quarter with Watchtime up more than 30% Y/Y in the U.S. Engagement is benefiting from several optimizations we made to improve the quality of recommendations, including simplifying our ranking architecture to enable more efficient model…
— The Transcript (@TheTranscript_) January 28, 2026
More Orange. pic.twitter.com/b5iYIMARJX
— Michael Saylor (@saylor) February 1, 2026
Strategy has acquired 855 BTC for ~$75.3 million at ~$87,974 per bitcoin. As of 2/1/2026, we hodl 713,502 $BTC acquired for ~$54.26 billion at ~$76,052 per bitcoin. $MSTR $STRC https://t.co/tYTGMwPPUF
— Michael Saylor (@saylor) February 2, 2026
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