Ümit Esiyok

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Ümit Esiyok

Ümit Esiyok

@umitesiyok

Engineer, Architect, Green Building, sustainability, lifelong donater für leukemia, blockchain rookie

Cologne, Germany Katılım Nisan 2014
818 Takip Edilen39 Takipçiler
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Ümit Esiyok
Ümit Esiyok@umitesiyok·
Gesetze sind Spinnweben, die die kleinen Fliegen fangen, aber die großen gehen durch sie hindurch.“ — Honoré De Balzac
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Coin Bureau
Coin Bureau@coinbureau·
🔥TOM LEE: $ETH COULD FALL TO $2.5k Lee sees short-term pain down to $2.5K, but says the upside could be a 3–4× super cycle run toward $7K–$9K by January.
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Ümit Esiyok retweetledi
Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
THE WORLD’S MOST IMPORTANT NUMBER JUST COLLAPSED November 6, 2025: SOFR crashed to 3.92%. The lowest level in two years. The benchmark that controls $397 trillion in global contracts just signaled something catastrophic. This is not a rate cut. This is a liquidity flood. THE NUMBER THAT MOVES EVERYTHING: SOFR replaced LIBOR in 2023 as the foundation beneath derivatives, corporate loans, adjustable mortgages, and securities worth more than 15 times global GDP. When SOFR moves, $397 trillion in financial contracts reprice simultaneously. It just fell from 4.22% on October 31 to 3.92% in six days. A 30 basis point nosedive that saves borrowers $50 billion annually but screams one word: panic!! WHAT THE FED IS NOT SAYING: The Federal Reserve cut rates 150 basis points year to date. Excess reserves are flooding repo markets. Overnight borrowing costs for the entire financial system collapsed to levels not seen since September 2023, when recession fears first surfaced. Translation: The Fed sees something breaking and is throwing liquidity at it before the fractures become visible. THE MECHANISM OF CONTAGION: Lower SOFR slashes bank funding costs by 10 to 30 basis points immediately. Corporate loan rates drop 15 basis points. Adjustable rate mortgages reset 20 basis points lower, cutting monthly payments by $200 average. Credit expands 2 to 5 percent. Lending accelerates. Asset prices inflate. But here is what they are not telling you: sub-4% SOFR has preceded every major asset bubble since 2008. Cheap money does not fix broken growth. It masks it. THE GLOBAL SPILLOVER: Cheaper dollar funding triggers $10 billion plus in emerging market carry trade inflows. Currency volatility spikes. Foreign central banks hoard dollars. The cycle that destroyed Argentina, Turkey, and Sri Lanka restarts. WHAT HAPPENS NEXT: If Q4 GDP misses expectations or inflation spikes above 3.5%, SOFR reverses violently. Repo market seizures return. The 2019 overnight funding crisis replays at scale. If the Fed holds course, credit bubbles inflate until something pops. Corporate debt. Commercial real estate. Equity multiples at 25x earnings. THE TRUTH BURIED IN THE DATA: SOFR is not just a rate. It is the early warning system for systemic stress. When the world’s most important number collapses this fast, it means central banks are terrified. They are easing into a recession they cannot admit is coming. Hold duration. Hedge via SOFR futures. Watch repo volumes like a seismograph. The tremors started. The quake is next.
Shanaka Anslem Perera ⚡ tweet mediaShanaka Anslem Perera ⚡ tweet media
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Ümit Esiyok
Ümit Esiyok@umitesiyok·
Erinnerst du dich noch, wann du dich für X registriert hast? Ich weiß es noch! #MeinXJubiläum
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Ümit Esiyok
Ümit Esiyok@umitesiyok·
@ajans_muhbir Bence arkadasinin ailesi biraz davar. Benim arkadaslarimin ailesi öyle degil .
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🎙 Muhbir
🎙 Muhbir@ajans_muhbir·
Yurt dışına yerleşen genç: “Türklere neden ‘misafirperver’ denildiğini anladım. Bir Alman tanıdığıma gittim. 4 saat evlerinde oturdum. Aile yemek yedi. Ben sadece bakıyorum. ‘Sen de yer misin’ diyen olmadı.”
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Mevzu
Mevzu@m3vzu·
🔴Almanların tuhaf misafirlik anlayışı sosyal medyada gündem oldu.
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ProfessorAstrones
ProfessorAstrones@Astrones2·
My targets will hit in 2025 This is our year - $ETH 12500$ - $SOL 2000$ - $INJ 250$ - $ARB 30$ - $FET 20$ - $XRP 10$ - $FTM 5$ - $DOGE 5$ - $COTI 2$ - $VET 1$ - $FLOKI 0.005$ LIKE & SAVE IT TWEET
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Ümit Esiyok
Ümit Esiyok@umitesiyok·
@bitcoinbote Aber hat Tagesschau gesagt dass von einem crypto Unternehmer gekauft wurde 😅
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Ümit Esiyok retweetledi
avcemilkapanan4
avcemilkapanan4@avkapanan4·
Lütfen herkes 1 tweet de olsa atsın: #NarinGünarNerede Unutmayın! Narin sizin de kızınız olabilirdi!..
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ÜNSAL ÜNLÜ
ÜNSAL ÜNLÜ@unsalunlu·
Şu turnuvadan en çok aklınızda kalan oyuncu kim? Sadece 1 isim hakkınız var ama. Bence çok net Ferdi.
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Blue_boy
Blue_boy@BlueboyNk·
Be honest, Which world Cup did you watch first?
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Michael A. Arouet
Michael A. Arouet@MichaelAArouet·
If someone told you few years ago that BMW and Mercedes will trade at PE ratio of 5 what would you say? German overregulated business model with workers councils & unions worked in slow moving world. In fast changing world with new agile competitors it is a recipe for disaster
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Nick O'Brien
Nick O'Brien@NickLovesSpain·
24. Safest Countries in the EU 1. Estonia 2. Slovenia 3. Croatia 4. Netherlands 5. Denmark 6. Finland 7. Czech Republic 8. Austria 9. Poland 10. Slovakia 11. Portugal 12. Lithuania 13. Hungary 14. Romania 15. Luxembourg 16. Spain 17. Bulgaria 18. Latvia 19. Germany 20. Malta 21. Ireland 22. Greece 23. Italy 24. Sweden 25. Belgium 26. France Cyprus not featured (Numbeo, 2024)
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Nick O'Brien
Nick O'Brien@NickLovesSpain·
21. Highest Press Freedom in the EU 1. Finland 2. Sweden 3. Denmark 4. Netherlands 5. Portugal 6. Belgium 7. Ireland 8. Germany 9. Estonia 10. Austria 11. Luxembourg 12. Latvia 13. Cyprus 14. Lithuania 15. Spain 16. France 17. Slovakia 18. Slovenia 19. Czech Republic 20. Italy 21. Romania 22. Croatia 23. Poland 24. Greece 25. Malta 26. Hungary 27. Bulgaria (Reporters Without Borders, 2021)
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Burak Tamaç, Ph.D.
Burak Tamaç, Ph.D.@burak_tamac·
Bu saçmalığı takip eden var mı hala?
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Ümit Esiyok
Ümit Esiyok@umitesiyok·
@MichaelAArouet Michael das muss mit Embargo oder ohne Embargo sein , Kapitalismus und nicht richtige Sozialismus sind gleiche sch..se :))
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Ümit Esiyok
Ümit Esiyok@umitesiyok·
@benjamincowen Ben in your video you were expecting 62-63 K test then down in summer. If it goes till 67 K , do you still think we are going to have summer lull?
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Benjamin Cowen
Benjamin Cowen@benjamincowen·
There is the bounce into the 60s, along the same timeline as before. But now to see if #BTC resolves into a lower high before a summer lull, or if the left-translated theory with a peak in a few months has more merit I am on team summer-lull, but I empathize with other views
Benjamin Cowen tweet media
Benjamin Cowen@benjamincowen

Notice how the #BTC pattern subtly shifted (see quoted tweet). We still took out the prior low from March at the same time frame as drawn out (late April/early May), but the actual rally into the halving was a lower high. From here, if you get a bounce back into the 60s, it will be important to watch if it just resolves into another lower high or not. If it resolves into a lower high in mid-May or something, then we probably get a summer lull. If we put in a higher high, then there is more evidence for a left-translated cycle (which is not my base case, but a case with enough evidence to continue talking about it).

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