BTCBitcoinBearishBitcoin
4d ago on
BREAKING: Bitcoin falls below $81,000 as over $400 million worth of levered longs are liquidated in 60 minutes. https://t.co/PruP57sT0u
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Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
Cite asCryptoQuant has tracked the directional calls on CL by @KobeissiLetter on X since Jul 2026: not yet scored on CL (as of Oct 12, 2026).
No CL calls in our data yet.
Relative view by default — fewer than 30 CL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @KobeissiLetter to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
BREAKING: Bitcoin falls below $81,000 as over $400 million worth of levered longs are liquidated in 60 minutes. https://t.co/PruP57sT0u
View original →BREAKING: Bitcoin falls nearly -$2,000 in 20 minutes as $400 million worth of levered longs are liquidated in under one hour. https://t.co/hVnLfd156z
View original →BREAKING: The total volume of payments processed on crypto cards has reached a record $12.5 billion, up +140% year-to-date. This also marks +247% growth compared to levels seen in October 2025. Continued adoption of stablecoins as a payment rail and the push toward cross-border transaction efficiency are behind the surge in volume. Furthermore, QR-code based payments for crypto cards are seeing robust growth. This has fueled +55% quarter-over-quarter growth in activated cards on Jupiter Spend, one of the largest onchain card providers, particularly due to demand for QR payments. Crypto cards are the next phase of crypto adoption.
View original →Tokenized equities are breaking records, and we are still early. The total market cap of onchain tokenized stocks is now up to a record $3.5 billion. That marks another +33% increase in this month and +860% growth year-over-year. Growth has accelerated after the SEC's recent Innovation Exemption was announced. This grants onchain platforms a 5-year "sandbox period" to legally trade tokenized versions of real US stocks. As a result, Jupiter, the largest onchain platform which is leading the push into tokenized assets, has seen a +104% surge in tokenized equity trading volume this month. The push toward tokenization is in full-swing.
View original →BREAKING: Spot Bitcoin ETFs attracted +$999 million in inflows on Monday, their largest daily intake since October 2025. This was also the 9th largest daily inflow since Bitcoin ETFs began trading in January 2024 and follows the +$433 million recorded on Friday. Demand was led by the largest Bitcoin ETF, $IBIT, which attracted +$381 million, its 3rd-largest daily inflow since January. Over the last 3 trading days, $IBIT has posted a combined +$665 million in inflows. So far in September, Bitcoin ETFs have attracted +$1.3 billion, after the +$3.5 billion recorded in August. Appetite for crypto is surging.
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