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The Kobeissi Letter
The Kobeissi Letter|Jun 30, 2025 15:51
BREAKING: The odds of US national debt shrinking this quarter have fallen to a new low of 38%. In a matter of days, the odds have fallen by 22 percentage points, per @Kalshi. All signs suggest 40 trillion in US debt is on the horizon.
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Timeline

Jul 24, 03:25【Inflation and debt impact savings】
Jul 24, 03:20【Soaring prices and record breaking debt】
Jul 15, 04:26【AguilaTrades' high leverage BTC position saw a significant reduction in floating profits】
Jul 13, 09:11【The market is still good, and the BMT position is a bit interesting】
Jun 28, 10:25【Capital flowing into top altcoins decreases by $46 billion】
Jun 18, 17:05【ETH net inflow decreases, purchasing power shrinks】
Jun 14, 16:32【Bitcoin hash rate hits record, but miners' profits shrink】
Jun 14, 14:00【The US dollar will continue to shrink, while other currencies will grow】
Jun 12, 05:35【ETH up to 2880, floating win shrinks】
Jun 08, 14:39【Whales transfer 1 trillion PEPE to Binance】

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