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The Kobeissi Letter

@KobeissiLetter

An industry leading commentary on the global capital markets.

Bitcoin: Surges Above $74,000 to Highest Since May

Bitcoin hits $74,000, its highest since May 27, up 20% in four days with RSI at 92.61 and MACD golden cross confirming the move. (Source)

08-21-2026 01:27
Crypto Markets: $3.5B Liquidations Amid $280B Cap Gain

Crypto markets posted their 7th largest liquidation event with $3.5 billion cleared while adding $280 billion in market cap over 24 hours at $12 billion per hour. (Source)

08-20-2026 16:38
Bitcoin: Surges Above $72,000 on $3.4B Liquidations

Bitcoin surges above $72,000 for first time since June 1st as leveraged liquidations reach $3.4 billion in 24 hours, with 4h chart showing RSI at 85.33. (Source)

08-20-2026 12:22
Bitcoin: Clears $70,000 for First Time Since June

Bitcoin surges above $70,000 for the first time since June 2nd as $2.7 billion in levered short liquidations hit in 24 hours, with BTC technical confluence showing overbought RSI at 86.58. (Source)

08-19-2026 21:22
Bitcoin: Surges 7% on $1.2B Short Liquidations

Bitcoin surges over 7% to highest since June 2nd as $1.2B shorts liquidated in 60 minutes, hitting $68300.55 with RSI at 81.77. (Source)

08-19-2026 16:07
Tokenized Equities: Onchain Volume Hits $9B Record

Onchain tokenized equities volume reached $9 billion in 2026 with Jupiter on Solana posting 95% QoQ growth amid Nasdaq's 23-hour trading plans. (Source)

08-18-2026 17:53
Stablecoin Cards: July Volumes Hit Record $1.03B

Stablecoin card spending volumes reached $1.03 billion in July, up 16% monthly and 200% YoY, with Jupiter driving 10 million purchases across 60+ countries. (Source)

08-11-2026 17:02
TSM: July Sales Rise 45% to $14.5B on AI Demand

TSM reports $14.5B July sales, up 45% YoY on AI chips, with $89.1B in first seven months and 2026 CapEx raised to $60-64B. (Source)

08-10-2026 13:29
Tokenized Treasuries: $16.2B Record Market Cap

Tokenized US Treasuries reach $16.2 billion market cap, up 77% YTD, as onchain investors loop yields above 10% via DeFi collateral strategies. (Source)

08-04-2026 15:09
Kaiko: Crypto Spot Volumes Drop to $15 Billion

Kaiko data shows 44 spot crypto exchanges averaged $15 billion daily volume last week, down 70% from January and 50% since December 2025. (Source)

08-04-2026 01:38
US Borrowing Rates: Highest Since June 2007

US borrowing rates hit highest since June 2007 as credit card serious delinquencies reach 2010 peak and mortgage rates near 8%. (Source)

08-01-2026 15:35
Tokenized Equities: Holders Hit Record 759,000

Tokenized equities holders reach 759,000, surging 522% YTD, with Jupiter posting 360% off-market volume growth amid Solana demand. (Source)

07-29-2026 22:10
Global Equities: Market Cap Hits 137% of GDP

Global equity market cap hits record $166 trillion as stock market cap to GDP ratio reaches 137%, up 40 points since April 2025 with AI industry impact fueling surge. (Source)

07-26-2026 00:49
Solana: Tokenized Equities Volume Hits 85% Share

Solana captures 85% of onchain tokenized equities volume as holders reach 670,000 after +449% YTD growth, with Jupiter volume up 300%. (Source)

07-22-2026 17:35
Bitcoin: ETFs Pull $900 Million Inflows

Bitcoin ETFs recorded $900 million inflows last week led by $IBIT at $66350.71, accelerating from $197 million prior as BTC price prediction turns constructive. (Source)

07-22-2026 16:12
Fed: Rate Hike Odds Drop to 8% on CPI Data

Fed rate hike odds at July 29 meeting plunge to 8% after CPI posts largest monthly decline since April 2020, shifting July FOMC meeting expectations. (Source)

07-14-2026 12:48
Bitcoin ETF: Weekly Inflows Resume After Eight Weeks

Bitcoin ETF inflows hit $197.4M and Ethereum $84.4M last week, ending an 8-week -$7B outflow streak as trailing 12-month total drops to $1B. (Source)

07-13-2026 20:13
China: AI Token Usage Tops US by 85%

China AI models hit 98 trillion tokens in June, 85% above US levels, per Apollo, as global AI model rankings shift with 20 Chinese entries now in top 50. (Source)

07-11-2026 00:34
Solana: Tokenized Equities Volume Hits Record $3.4B

Solana network takes 90% share of record $3.4B tokenized equities volume in June, up 279% MoM, fueled by SpaceX IPO and Jupiter aggregator. (Source)

07-08-2026 16:50
Bitcoin: Drops Below $62000 on MSTR Sale

Bitcoin falls below $62000 after MicroStrategy sells $216 million in BTC to fund dividends, with 4h chart showing bearish EMA50 resistance at $61809. (Source)

07-06-2026 12:56