More from The Kobeissi Letter | Flash News

Bitcoin: $200M Liquidations Push Price Below $80K

The Kobeissi Letter reported that Bitcoin and ETH fell sharply after $200 million in levered positions were liquidated in under 60 minutes, sending Bitcoin back below $80,000. (Source)

Share 10-24-2026 06:50 UTC

Kobeissi Letter: AI Token Spending Grows 0.2% MoM

The Kobeissi Letter reports AI token spending grew just 0.2% month-over-month in September, the lowest monthly growth since November 2025, as prices per million tokens fell 48% since July to $0.65. (Source)

Share 10-23-2026 12:47 UTC

Bitcoin: Odds of Record High This Year Fall to 3%

The Kobeissi Letter states the market now assigns only a 3% chance of Bitcoin hitting a fresh record high this year, with the asset down 25% from the $108,000 level seen in October 2025. (Source)

Share 10-22-2026 06:42 UTC

Jupiter: Tokenized Equity Trades Jump 215% QoQ

The Kobeissi Letter notes over 360 onchain tokenized equity products, up 200% YTD, as Jupiter records a 215% quarter-over-quarter rise in tokenized equity trade count with 60% of volume occurring outside regular hours. (Source)

Share 10-21-2026 06:05 UTC

Nasdaq 100: Adds $650 Billion in Market Cap

The Kobeissi Letter reports the Nasdaq 100 added $650 billion in market cap on October 19, rising 1.6% and on track for its biggest daily gain since September 21. (Source)

Share 10-19-2026 06:54 UTC

Nasdaq 100: Second -2% Day for Three Indexes in 2026

The Kobeissi Letter reports the Nasdaq 100, Semiconductor Index and S&P 500 Software Index each fell at least 2% yesterday, marking the second such day in 2026 after 14 similar sessions in 2025. (Source)

Share 10-15-2026 06:16 UTC

Kobeissi Letter: Open-Source AI Erodes Proprietary Margins

The Kobeissi Letter reports open-source models like DeepSeek V4 Pro cost over 50 times less per token than Anthropic Fable 5, pressuring margins as CapEx surges. (Source)

Share 10-14-2026 08:07 UTC

BNB Chain: Leads Tokenized Equity Off-Hours Trading

The Kobeissi Letter reports BNB Chain now routes over 70% of tokenized equity trading volume outside regular market hours while Solana reaches 63% and Jupiter posts 50% month-over-month growth, pushing total supply to a record $3.3 billion. (Source)

Share 10-13-2026 05:41 UTC

Bitcoin: $400M Longs Liquidated Below $81,000

Bitcoin falls below $81,000 as $400 million levered longs liquidated in 60 minutes, with 4h chart RSI at 24.47 and bearish MACD death cross. (Source)

Share 10-08-2026 07:45 UTC

Bitcoin: $2000 Drop Liquidates $400M Longs

Bitcoin drops $2000 in 20 minutes, triggering $400 million in leveraged long liquidations within one hour at $84064.16 amid bearish 4h signals. (Source)

Share 10-06-2026 18:08 UTC

Crypto Cards: Record $12.5 Billion Payments Hit

Crypto cards processed record $12.5 billion in payments, up 140% YTD and 247% from October 2025, fueled by stablecoins payment rail and Jupiter Spend QR growth. (Source)

Share 10-06-2026 08:01 UTC

Kobeissi Letter: October 5 Edition Released

The Kobeissi Letter for October 5th week published with Chart of the Week, providing macroeconomic forecast report and weekly market analysis. (Source)

Share 10-04-2026 10:30 UTC

Kobeissi Letter: 71% Question AI in Influencer Content

Kobeissi Letter data shows 71% of consumers question human influencers using AI, 45% reject AI influencers outright and 90% demand disclosure of AI-generated content. (Source)

Share 09-30-2026 09:27 UTC

Tokenized Equities: Market Cap Hits Record $3.5B

Tokenized equities market cap reaches record $3.5 billion with 33% monthly gain and 860% YoY surge after SEC Innovation Exemption. (Source)

Share 09-30-2026 06:13 UTC

Bitcoin: 43.1% Q3 Gain on $2.4B ETF Inflows

Bitcoin climbs 43.1% in Q3 2026 with $2.4B ETF inflows, largest since October 2025, lifting YTD to $1B from -$5B outflows. (Source)

Share 09-29-2026 10:59 UTC

Bitcoin ETFs: $999M Monday Inflows Lead September

Bitcoin ETFs recorded $999M inflows Monday, largest since October 2025, with IBIT adding $381M as BTC trades at $86270 amid bullish 4h structure. (Source)

Share 09-22-2026 07:33 UTC

Solana: Weekly DEX Trades Top NYSE for First Time

Solana recorded 208 million spot DEX trades versus NYSE's 190 million in the week to September 13, driven by Jupiter's 80 million trades and 185% growth since July lows. (Source)

Share 09-22-2026 06:24 UTC

Solana: Spot DEX Trades Top NYSE for First Time

Solana logs 208 million spot DEX trades versus NYSE 190 million in week to Sept 13, Jupiter drives +38% MoM surge while SOL holds $117.63 on 4h chart. (Source)

Share 09-22-2026 05:35 UTC

Bitcoin: Surges Above $86,000 With $900M Liquidations

Bitcoin surges above $86,000 as levered liquidations hit $900 million, marking +50% gains in two months and confirming the new bull market. (Source)

Share 09-21-2026 06:58 UTC

Bitcoin: Surges Above $85,000 First Time in 9 Months

Bitcoin surges above $85,000 for first time in 9 months as $400 million levered shorts liquidate in 4 hours amid crypto rally momentum. (Source)

Share 09-21-2026 02:10 UTC