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The Kobeissi Letter

@KobeissiLetter · United States

Financial reporting, market news and economic coverage.

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Source record

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X
Retained Web3 statements
4
Stored English translations
0
Stored AI interpretations
0

Counts describe currently retained public cryptocurrency-related records from this source, not its total posting activity, audience size or collection completeness.

Reported collector status: connected · Last checked 2026-10-13 19:50 UTC

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Recent Web3 statements

The Kobeissi Letter · Published 2026-11-02 17:18 UTC

Tokenization is the biggest bull market in crypto. The total circulating supply of onchain tokenized equities just hit another record high, at $3.8 billion. This metric has now…

Tokenization is the biggest bull market in crypto. The total circulating supply of onchain tokenized equities just hit another record high, at $3.8 billion. This metric has now reached a new record high for 10 consecutive weeks, up +590% year-to-date. It has become increasingly c

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The Kobeissi Letter · Published 2026-10-31 23:12 UTC

The FBI announces that North Korea was behind the $6.3 billion hack of Binance, now the largest hack in history. North Korean hackers were previously accused by the FBI of some…

BREAKING: The FBI announces that North Korea was behind the $6.3 billion hack of Binance, now the largest hack in history. North Korean hackers were previously accused by the FBI of some of the biggest crypto hacks. This includes the $1.5 billion Bybit attack last year and the 20

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The Kobeissi Letter · Published 2026-10-30 19:29 UTC

On days like today, it's important to zoom out. No, the AI Revolution is not "over," and the market is not "going to zero." In fact, the Nasdaq 100 is up +11% YTD and nearly +70%…

On days like today, it's important to zoom out. No, the AI Revolution is not "over," and the market is not "going to zero." In fact, the Nasdaq 100 is up +11% YTD and nearly +70% since its April 2025 low. Meanwhile, the S&P 500 is currently set to post a blended earnings +30.2% g

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The Kobeissi Letter · Published 2026-10-30 14:44 UTC

Tech Stocks in Bear Market Territory: 1. AppLovin, $APP: -68% 2. Coinbase, $COIN: -62% 3. CoreWeave, $CRWV: -60% 4. Arm Holdings, $ARM: -55% 5. Western Digital, $WDC: -54% 6.…

Tech Stocks in Bear Market Territory: 1. AppLovin, $APP: -68% 2. Coinbase, $COIN: -62% 3. CoreWeave, $CRWV: -60% 4. Arm Holdings, $ARM: -55% 5. Western Digital, $WDC: -54% 6. Intel, $INTC: -54% 7. Oracle, $ORCL: -51% 8. SanDisk, $SNDK: -49% 9. Circle, $CRCL: -48% 10. ServiceNow,

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