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The Kobeissi Letter
The Kobeissi Letter|Nov 25, 2025 20:50
Last week's market "crash" has been erased: The S&P 500 has now added +250 POINTS since Friday's low, now ABOVE the November 20th high before the "crash." That is +2.1 TRILLION in market cap in less than 3 trading days. And, this puts the S&P 500 just 2.2% away from entering new all time high territory. The reality is that the AI Revolution has only become larger, the Fed is cutting rates into a HOT market, and smart investors want more assets. If you can eliminate the noise, this market becomes incredibly profitable. Own assets or be left behind.(The Kobeissi Letter)
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Timeline

Dec 25, 18:46The expiration of BTC call options will impact short gamma hedging
Dec 25, 14:26Federal Reserve policy may affect Bitcoin and Ethereum price trends
Dec 25, 05:43Retail investors sell off cryptocurrencies to shift assets
Dec 25, 04:50BTC.D update: Dominance pulls back after a significant surge
Dec 25, 03:12Offshore RMB breaks 7, market conditions are tough
Dec 24, 19:52BTC spot ETF outflows exceed 3,000 coins
Dec 24, 19:01Onshore RMB closed at 7.0160 against the USD in the night session.
Dec 24, 17:15The market value of cryptocurrency is lower than the valuation of private equity financing.
Dec 24, 12:01A certain PIPPIN short position experienced a brief drop, with unrealized losses increasing by $6.068 million.
Dec 24, 10:30Bitfinex expects liquidity to rise in 2026

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