Conks

@conksresearch158k followers

Male. Pleb. STIR, funding markets, & monetary mechanics. Subscribe at for serious works. Pro: . Merch:

Open on X
Top outlier
41×
Best organic post
Peak views
1.7M
Single post
Bookmarks
64k
Across 100 organic posts
Last scan
Oct 17
Community cache
Posts 100 posts
#DatePost↓ OutlierViewsLikesRepostsBookmarks
1Jan 18, '23Fears of another liquidity crisis have entered the mainstream, with many people guessing what will cause the next financial upheaval. Right now, all triggers have been suppressed, 41×1.7M3.4k8311.6k
2Mar 30, '23The Great Financial Tightening has thrown the global monetary system into disarray, prompting large interventions by financial leaders. Markets perceived their response as a pivot,35.4×1.5M3k7761.8k
3Dec 18, '22The Federal Reserve has initiated the ultimate rug pull, but trillions in excess liquidity has stemmed any major turmoil. Yet eventually, the Fed will not only need to intervene bu34.3×1.4M2.8k5661.1k
4Jun 10, '23The most anticipated liquidity drain from markets is here, with many headlines foreseeing turbulence ahead. Yet, its effects might not deliver the impact many believe. Hidden force34.3×1.4M2.3k5181.6k
5Jun 18, '23The liquidity drain has begun, with hundreds of billions in reserves set to leave the system. But this reduction could not only fail to subdue risk assets. A squeeze in a covert ma32×1.3M2.3k5521.7k
6Apr 29, '23The banking panic is almost over, yet the Fed has already resumed the Great Financial Tightening. This will not only induce another credit crunch but boost the Fed’s global presenc31.9×1.3M2.6k5501.8k
7Feb 26, '23After the most euphoric January in recent history, hopes of a new bull market have arisen. But the latest market bonanza has set the stage for increased intervention. The Great Fin31.1×1.3M2.6k5711.2k
8Jul 5, '23After neutralizing trillions in excess liquidity, the Fed’s “shock absorber” has begun to decompress. $2 trillion stored in the RRP is trying to re-enter the banking system, furthe30.8×1.3M2.4k5151.2k
9Aug 14, '23After easing financial conditions via a series of covert actions, monetary leaders can no longer pretend to tighten. The dark side of Quantitative Tightening (QT) has been unleashe27.3×1.1M2.5k5891.5k
10Feb 6, '23The most critical shift in finance has been playing out behind the scenes: The power to price trillions of dollars in financial assets, once held by bankers, is almost in the hands26.8×1.1M2.7k6581.5k
11Mar 19, '23An unreported battle has been brewing deep in the most critical market globally, a struggle for power within America's sovereign debt market. Now, after recent events, this battle 24.3×997k1.7k4201.3k
12Jul 30, '24this is my quant23.5×967k11k415560
13Nov 18, '24View post on X22.9×941k9.2k646619
14Dec 21, '23The excess cash era is ending, with trillions of reserves once trapped in the Fed's RRP being deployed into financial assets and the banking system. As the RRP hits zero, the statu22.3×917k2.4k5082.5k
15Nov 12, '22speechless21.1×021k3.5k1.7k
16May 25, '23The Great Sovereign Debt Intervention is here, with leaders now eager to prevent rising instability in America's bond market. Their tools, however, will not only prevent a calamity20.7×850k1.8k5041.4k
17Jul 25, '23Monetary leaders are about to uncover the inner workings of an obscure $2 trillion market, the most opaque ecosystem within the U.S. dollar funding complex. This, however, is not t20.6×847k1.8k3941.3k
18Jun 8, '22Crypto bros discover physical cash20.4×028k2.6k429
19Oct 31, '23After decades of enabling runaway speculation, Chinese leaders have deflated a once-giant shadow banking system without widespread turmoil. But as the global economy begins to stal18.7×770k1.6k334977
20Jan 25, '25deepseek this, deepseek that why don't you seek out some bitches17.5×718k13k964735
21Aug 28, '24it's over16.5×679k1.3k3984
22Sep 12, '23A risky, elaborate trade, one infamous for blowing up everytime, is growing in popularity in the world’s most systemic bond market. When turmoil inevitably emerges, only the Fed’s 15.8×651k1.4k3091.2k
23Oct 14, '23While rumors of the dollar losing its dominance have been spreading quickly, behind the scenes, monetary leaders have been taking steps to strengthen its global hegemony. Now, with15.8×649k1.6k3601.3k
24Sep 3, '23The most significant shift in global finance is almost complete. By moving onto a secured standard, monetary leaders have tried to destroy systemic risk. But risk has only been tra15.4×632k1.6k3811.1k
25Feb 13, '24After a year of neutralizing losses on banks’ underwater assets, the Federal Reserve’s BTFP is about to expire. But the U.S. central bank is not only about to commence an “emergenc15.1×621k1.8k3571.1k
26Oct 10, '22The U.S dollar is wreaking havoc globally, and it's only just starting to pick up momentum. You'd have thought by now that other nations would have bailed from its hegemony. But in14.7×011k2.7k3.7k
27Mar 20, '23the entire repo market visualized14.4×590k3k7632k
28Jan 3, '24big if true14.2×585k1.5k7882
29Mar 8, '25this is my quant13.5×555k12k380516
30Nov 12, '22saving this for later13.2×014k1.7k895
31Apr 4, '24this is my quant12.1×499k5.5k238133
32Nov 28, '24this is my quant11.9×489k3.8k1321.5k
33Oct 4, '23Despite the Federal Reserve’s stealth easing programs persisting, dollar strength has begun to accelerate. Yet as liquidity drains, the world's response will not be to de-dollarize11.9×487k1.4k299715
34Oct 18, '23big if true11.5×474k1.7k180419
35May 22, '23The entire U.S. Treasury market visualized11.4×470k4k1k2.2k
36Mar 2, '24when you’re giga-long crude oil futures but accidentally take delivery10.8×445k5.5k265183
37Oct 15, '25this is my quant10×413k6.4k337152
38Jan 3, '23TESLA: -14%10.0×410k2.1k13825
39Oct 21, '22Bond markets are growing increasingly unstable, and many have warned of a "sovereign debt crisis" unfolding. But monetary leaders now possess numerous tools to prevent a disaster. 9.9×06.3k1.7k3.2k
40Oct 3, '24“so you’re a multi billion dollar fund manager, but you’re engagement baiting on Twitter all day, how does that work?”9.7×397k5k160172
41Nov 7, '24this is my quant8.7×358k3.5k76239
42Nov 11, '24big if true8.4×345k1.5k168425
43May 14, '24"if this rally continues, Gamestop can buy JPMorgan"8.4×344k5.4k25075
44May 13, '24turns out Roaring Kitty is the lisan al gaib8.1×334k3.3k22161
45Sep 21, '22After a pandemic and multiple financial crises, we've finally entered a lengthy period of rising interest rates. But while most are aware of the ominous outcomes this could create,7.8×04.4k1k3.2k
46Nov 12, '23the U.S. Treasury market visualized (dark mode)7.5×306k1.8k3851.4k
47Aug 24, '24this is my quant7.4×305k2.4k93249
48Oct 15, '25View post on X7.1×291k1.5k38185
49Mar 17, '24this is my quant7.0×288k1.4k77135
50Jul 22, '25this is my quant6.7×275k1.6k3295
51Jun 7, '24this is my quant6.5×267k3k19978
52Sep 15, '2425bps cut = bullish 50bps cut = also bullish hope that helps6.3×258k2.8k13780
53Jul 16, '24this is my quant6.2×253k1.9k94189
54Apr 7, '25no rumors actual pods are now blowing up6.1×253k1.5k5479
55Aug 6, '24this is my quant6.1×251k1.6k5768
56Nov 24, '24this is my quant6.1×249k1.8k98293
57Aug 26, '24this is my quant6.0×246k1.4k60106
58Apr 9, '25it’s the basis boiz5.7×235k1.9k2472k
59Jun 27, '24this is my quant5.7×232k1.6k75151
60Apr 2, '25View post on X5.6×230k15k736160
61Oct 29, '22Concoda's Mega 🧵 of Macro Megathreads:5.5×02.3k5782.9k
62Aug 30, '24View post on X5.5×225k3k207107
63Feb 14, '24this is my quant5.5×225k1.4k117253
64Feb 1, '2510% tariffs = bullish 25% tariffs = also bullish hope that helps5.4×220k1.7k6945
65Aug 20, '24this is my quant5.3×219k2.4k101127
66Sep 5, '25this is my quant4.6×191k2.1k4652
67Mar 10, '25this is my quant4.5×186k1.6k57181
68Mar 17, '23it's not QE it's a stopgap before another rug pull let it be known as Quantitative Teasing™4.5×184k1.3k12934
69Jul 17, '24“wait til I'm President before we juice the markets”4.5×184k1.9k10932
70May 13, '25this is my quant4.1×168k1.4k3242
71Oct 3, '24how’s dedollarization going3.9×160k1.9k162179
72Mar 19, '24it seems your extinction-level event at the Bank of Japan was already priced in, Mr. Bond3.7×154k1.6k11472
73Jul 30, '24“go heavy on the t-bills, with extra stealth easing, my good man”3.6×148k1.5k10078
74Jan 15, '25View post on X3.6×147k1.4k9894
75Apr 11, '25nobody can agree on who is selling the bonds3.5×145k2.1k13379
76Apr 7, '25multi-trillion dollar swings on hearing rumors3.5×144k4k27793
77Sep 8, '25this is my quant3.4×140k1.3k72104
78Dec 12, '24what is this... a hedge fund for ants?3.4×139k1.3k2069
79Mar 11, '25short term pain for long term pain3.3×136k2.7k16447
80Dec 18, '24hawkish cut = bullish hawkish pause = bullish hawkish hike = also bullish hope that helps3.2×133k1.4k8645
81Feb 12, '25View post on X3.2×133k1.5k17868
82Aug 19, '24View post on X3.2×130k1.4k10272
83Feb 13, '22Since crypto has hit the mainstream, we've witnessed an overload of "Ponzi whataboutisms", attempts to justify crypto Ponzi schemes by comparing them to various other "things". The3.0×02.3k655630
84Dec 28, '24when you know $7 trillion in U.S Treasuries is set to mature in 2025 but you're just a chill guy looking for stable interest income2.9×121k1.3k52138
85Mar 31, '25View post on X2.9×119k1.3k12532
86Dec 15, '23View post on X2.9×117k1.4k8330
87Dec 5, '22Markets continue to tumble as liquidity wanes, but trillions of dollars remain in the system, preventing unrest in stocks and credit markets. Instead, major turmoil is more likely 2.7×02.1k416764
88Jul 6, '25but you have heard of me2.6×107k1.8k1621
89Apr 12, '25this is my quant2.5×105k2.7k6663
90Mar 8, '24hawkish data = bullish dovish data = bullish negative revisions = also bullish hope that helps2.5×102k1.3k10533
91May 10, '22Crypto bro discovers central banking2.2×02.9k28857
92Jun 13, '22Celsius is Bear Stearns. Tether is Lehman Brothers.2.0×02.4k29063
93Feb 23, '22For years now, the crypto ecosystem has fed us a constant stream of hype about a coming "revolution", in which crypto will replace corrupt institutions and the power-hungry elite t1.9×01.5k369350
94May 29, '22Whoops, we ran out of other people’s money.1.9×02.2k23273
95Mar 26, '22Bitcoin is a Ponzi scheme, multi-marketing scheme, and pyramid scheme, all combined into one perpetual zero-coupon bond of societal, monetary, and environmental destruction.1.5×01.4k19656
96Nov 27, '22I'd say Binance was insolvent, but when their financials are leaked we may need a new definition. The variety of Ponzi is so unprecedented that they may have created a new form of 1.4×01.7k15867
97Nov 26, '22this is Binance's "Proof of Reserves" audit are you kidding me?1.3×01.5k17350
98Nov 11, '22a reminder1.2×01.4k20945
99May 14, '22The Terra/Luna demise was not crypto’s Lehman Moment. It was the two Bear Stearns subprime funds going belly up beforehand. The real Lehman is Tether.1.1×01.3k17040
100Sep 30new plumbing post just dropped the Repo Dark Spot, Part II0.4×16k961122

Scan another creator

@

Run this on any account.

XOutlier builds this table for every public profile you open on x.com, with live data and every post, not just the top 50.