According to @KobeissiLetter, President Trump announced that high income people will not receive tariff dividends, but @KobeissiLetter argues these households could capture the largest dividend via inflation-fueled asset gains, source: @KobeissiLetter on X, Nov 9, 2025. @KobeissiLetter states that stimulus-style transfers function as involuntary taxation through inflation, historically boosting nominal prices of stocks, real estate, crypto, and gold, source: @KobeissiLetter on X, Nov 9, 2025. @KobeissiLetter concludes that asset owners stand to benefit most, implying portfolios with BTC, ETH, gold, and equities may see nominal outperformance if inflation reaccelerates alongside tariff dividends, source: @KobeissiLetter on X, Nov 9, 2025. For traders, @KobeissiLetter frames this as an inflation trade favoring hard assets and crypto exposure over cash-heavy positioning, with emphasis on nominal gains rather than real returns, source: @KobeissiLetter on X, Nov 9, 2025.