The Kobeissi Letter
@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Może Ci się spodobać
ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s 2024 performance report. Our setups have returned +371.7% since 2020, significantly outperforming the S&P 500’s +83.0% return over the same period. Our S&P 500 setups provided a net return of +38.1% in 2024, also…
The more you learn about the October 10th crypto liquidation, the crazier it gets: First, crypto began selling off at 9:30 AM ET, well before the first tariff post at 10:57 AM ET. At this point, many "whales" were already loading shorts in anticipation of a big drop. Then, at…
The crypto collapse: At 9:30 AM ET yesterday, crypto's market cap hit $4.1 TRILLION, near a record. By 5:20 PM ET, crypto's market cap hit $3.3 trillion, down -$800 BILLION. That's -$100 billion PER HOUR for 8 hours straight. Liquidation is an understatement.
It's official: Crypto just saw its LARGEST liquidation event in history with 1.6 MILLION traders liquidated. Over $19 BILLION worth of leveraged crypto positions were liquidated in 24 hours, 9 TIMES the previous record. Why did this happen? Let us explain. (a thread)
BREAKING: The US Government shutdown is now expected to last over 30 days, per Kalshi. This is just 5 days less than the longest shutdown in history.
Risk appetite is skyrocketing in China: Stock turnover in China’s stock market hit a record 2.2 trillion Yuan year-to-date. This surpassed the previous record set in 2024 when 1.3 Yuan was turned over. Since 2022, turnover has more than TRIPLED. This comes as the CSI 300,…
This was an unprecedented liquidation event: Amid the crypto crash yesterday, $XRP erased a whopping -50% of its market cap in 30 MINUTES. At 4:50 PM ET, $XRP was worth $161 billion. By 5:20 PM ET, $XRP was worth $80 billion. What happened to XRP?
It's official: Crypto just saw its LARGEST liquidation event in history with 1.6 MILLION traders liquidated. Over $19 BILLION worth of leveraged crypto positions were liquidated in 24 hours, 9 TIMES the previous record. Why did this happen? Let us explain. (a thread)
BREAKING: Yesterday's crypto liquidation led to Bitcoin's first ever $20,000 daily swing. Bitcoin alone erased -$380 BILLION in market cap over just 8 hours. That's more than the market cap of all but 25 public companies in the world.
It's official: Crypto just saw its LARGEST liquidation event in history with 1.6 MILLION traders liquidated. Over $19 BILLION worth of leveraged crypto positions were liquidated in 24 hours, 9 TIMES the previous record. Why did this happen? Let us explain. (a thread)
Watch Friday and Sunday nights in crypto: In January, President Trump launched his memecoin on a Friday night hitting $27 billion in market cap. Over the last 2 months, multiple Sunday nights have seen 5-10%+ moves in crypto. And now, Friday night came with the record -$19.5…
It's official: Crypto just saw its LARGEST liquidation event in history with 1.6 MILLION traders liquidated. Over $19 BILLION worth of leveraged crypto positions were liquidated in 24 hours, 9 TIMES the previous record. Why did this happen? Let us explain. (a thread)
United States Trendy
- 1. Diane Keaton 144K posts
- 2. Mateer 7,862 posts
- 3. #UFCRio 14.5K posts
- 4. Annie Hall 33.1K posts
- 5. Oregon 54.8K posts
- 6. #iufb 3,544 posts
- 7. Indiana 26.9K posts
- 8. Bama 16.6K posts
- 9. Sark 3,375 posts
- 10. Mendoza 15.1K posts
- 11. Tim Banks N/A
- 12. #HookEm 3,577 posts
- 13. Norvell 5,836 posts
- 14. Baby Boom 3,056 posts
- 15. Petrino 2,448 posts
- 16. Huntington Beach 6,742 posts
- 17. Raiola 1,260 posts
- 18. Northwestern 3,622 posts
- 19. Stein 3,659 posts
- 20. Oklahoma 26.7K posts
Może Ci się spodobać
-
unusual_whales
@unusual_whales -
zerohedge
@zerohedge -
FXHedge
@Fxhedgers -
FinancialJuice
@financialjuice -
Mac10
@SuburbanDrone -
Alf
@MacroAlf -
CrossBorder Capital/ GLIndexes
@crossbordercap -
Otavio (Tavi) Costa
@TaviCosta -
Jim Bianco
@biancoresearch -
Markets & Mayhem
@Mayhem4Markets -
*Walter Bloomberg
@DeItaone -
Financelot
@FinanceLancelot -
Michael J. Kramer
@MichaelMOTTCM -
Eric Basmajian
@EPBResearch
Something went wrong.
Something went wrong.