Citrini ✓

@citrini · New York, NY · joined 27 Feb 2021

Thematic, Cross-Asset Investment Research

288 241Followers

2 346Following

43 922Posts total

1MViews on collected posts

Posts recentes

Citrini ✓@citrini23 h

This article probably is more relevant today than when we first published it. 50.8K views · 138 likes · 5 reposts · 2 replies Open on X →

Citrini ✓@citrini9 Sep

This is a shame. As capital has concentrated at the top and companies have stayed private longer, venture has become perhaps a more important driver of where capital goes than the public markets. As much as people make fun of VCs, they do have an important role to play in the 79.1K views · 386 likes · 22 reposts · 29 replies Open on X →

Citrini ✓@citrini9 Sep

Couldn’t possibly be the case that the ten year yield is going to gently kiss 5% again and then reverse, right? There’s no way that happens again exactly like it did 3 years ago. …right? 158.6K views · 973 likes · 42 reposts · 44 replies Open on X →

Citrini ✓@citrini9 Sep

Friction going to zero. 166.4K views · 605 likes · 15 reposts · 19 replies Open on X →

Citrini ✓@citrini9 Sep

Had a growth investor at a very well respected VC firm tell me (in all sincerity and honesty), “My job isn’t to find great companies, it’s to find companies that will be marked up. TBH, what happens to these companies long-term doesn’t really matter.” 174.3K views · 338 likes · 15 reposts · 58 replies Open on X →

Citrini ✓@citrini30 Apr

Some really strong results from a pair of our “Agentic Utility” names today ($BAND & $TWLO) - playing the infrastructure angle on AI has been great, but it’s pretty nice to see some mentions of AI driving earnings beats outside of the semis complex. https://t.co/bWl8biW5sq 124K views · 264 likes · 12 reposts · 10 replies Open on X →

Citrini ✓@citrini4 Nov 2023

@Citrini7 bottom in feb/march...tlt bottoms in the 70's price range 4.4K views · 1 likes · 0 reposts · 0 replies Open on X →

Citrini ✓@citrini3 Nov 2023

@Citrini7 Now that the FED is trying to find symmetry in policy, the question becomes "is there a level where the FED leans hawkish again?". 4.2K views · 2 likes · 0 reposts · 0 replies Open on X →

Citrini ✓@citrini3 Nov 2023

@Citrini7 .... until commods. go screaming up again :-) 3.7K views · 1 likes · 0 reposts · 0 replies Open on X →

Citrini ✓@citrini3 Nov 2023

I said it to pretty much everyone…keep buying anywhere near 5% on 10s because when rates go down they don’t do it slowly. 237.4K views · 159 likes · 9 reposts · 9 replies Open on X →

Citrini ✓@citrini21 Oct 2022

Never really got to explain my reasoning for my $SIVB short - but suffice it to say now if you marked their holdings to market their book value would be negative 0 views · 1.2K likes · 63 reposts · 62 replies Open on X →

Em comparação com contas do mesmo porte

5 posts dos últimos 90 dias, ao lado da faixa de 100K–1M seguidores. aparece para muita gente, mas poucos desses espectadores reagem.

Mediana de visualizações158 572esta conta4 856mediana para 100K–1M

Alcance, %55.01%esta conta1.80%mediana para 100K–1M

Engajamento, %0.38%esta conta1.32%mediana para 100K–1M

Métrica	Esta conta	Mediana para 100K–1M	Proporção
Mediana de visualizações por post	158 572	4 856	32.6×
Alcance (visualizações ÷ seguidores)	55.01%	1.80%	30.6×
Taxa de engajamento	0.38%	1.32%	0.29×

Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

237.4K3 Nov

3.7K

4.2K

4.4K4 Nov

124K30 Apr

174.3K9 Sep

166.4K

158.6K

79.1K

50.8K

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.07%3 Nov

0.03%

0.05%

0.02%4 Nov

0.23%30 Apr

0.24%9 Sep

0.38%

0.67%

0.55%

0.29%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.32%.

What the audience does

Likes74.9%2 867 in total

Reposts3.1%120 in total

Replies4.5%171 in total

Bookmarks17.5%669 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Posts recentes

Em comparação com contas do mesmo porte

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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