https://x.com/kobeissiletter/status/1987546775675146631
Things are starting to get interesting. Giga liquidity is about to flow in the markets
Things are starting to get interesting. Giga liquidity is about to flow in the markets
X (formerly Twitter)
The Kobeissi Letter (@KobeissiLetter) on X
Own assets or be left behind:
Still not convinced of our view?
The US government is about to hand out $400+ BILLION in stimulus payments for the first time since 2021.
Meanwhile, the Fed is cutting rates as the labor market continues to crumble with US…
Still not convinced of our view?
The US government is about to hand out $400+ BILLION in stimulus payments for the first time since 2021.
Meanwhile, the Fed is cutting rates as the labor market continues to crumble with US…
It looks like the sell off we had recently was tied to the stock market correction. Imo the S&P top is far from being in, I’m expecting way bigger numbers before we nuke 40-50%, at least 8000-8500. This leads me to remain overall optimistic about btc and crypto. I have clear invalidations for my main scenario, so I remain bullish unless the invalidation comes in, which is not the case as of now.
We still have a cme gap at 92k that acts like a magnet to the price so worth watching that level.
Wouldn’t celebrate this bounce after the giant nuke we’ve had in the last weeks until we can see clear trend shift. 2 levels I’m watching : 112k and 74k (The April 2025 bottom). Anything below 112k is noise to me, if we manage to close a weekly above, this would mean bull market resumes fully and we could see new all time highs, going below 74k means the weekly bullish structure is fucked and a much bigger correction is ahead.
Overall my bias stays bullish as I’m expecting a full blow off top on indices and I would be surprised if btc decouples totally and nukes while indices are ripping.
Overall my bias stays bullish as I’m expecting a full blow off top on indices and I would be surprised if btc decouples totally and nukes while indices are ripping.
There are 2 scenarios I’m looking at rn, both are pointing towards a decent bounce above 100k (105k area to be precise). We could bounce right from here (Lots of liquidity has been taken today in the 84-85k levels), or we could sweep the cme adjusted contracts liquidity level at 79k (ideally just below it). Ultimately I think we bounce above 100k.
Crafty’s Trading Journal
There are 2 scenarios I’m looking at rn, both are pointing towards a decent bounce above 100k (105k area to be precise). We could bounce right from here (Lots of liquidity has been taken today in the 84-85k levels), or we could sweep the cme adjusted contracts…
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What are you guys using to off ramp your crypto? Speaking about crypto cards. I was thinking about breaking down the tools I personally use
Wanna see the real liquidation data? Hyblock coinglass and all these tools only give you potential or predicted liquidation data. The only REAL liquidation data comes from hyperliquid, because it’s fully transparent on the blockchain and you know who’s long or short and their liquidation price with certainty.
The current map a shows giant short liq clusters at 101k. Imo the market has all the reasons to go grab that.
The current map a shows giant short liq clusters at 101k. Imo the market has all the reasons to go grab that.
Potential alpha
Remember the team behind MVRS and PENG.. two of the cleanest meme runs last cycle (PENG even touched a $230M mc and where I was the first caller sub 1m)?
The dev is back and this time he's launching a platform.
Blocksdotfun — the first EVER gamified liquidity protocol on Solana.
https://x.com/blocksdotfun/status/1997788622842409154
Why wait for your bags to pump when you can operate your own risk? Pick low risk or send it max degen. Mine X’s INSTANTLY!
Liquidity providers choose their house edge, and start earning passive income. Players turn risk into yield. Click. Risk. Mine.
I’m hearing early engagers on their socials will get early alpha access, so get in before it blows up. This one feels big. I will be developing the thesis about the platform in future posts. For now feel free to follow their X and stay tuned.
Remember the team behind MVRS and PENG.. two of the cleanest meme runs last cycle (PENG even touched a $230M mc and where I was the first caller sub 1m)?
The dev is back and this time he's launching a platform.
Blocksdotfun — the first EVER gamified liquidity protocol on Solana.
https://x.com/blocksdotfun/status/1997788622842409154
Why wait for your bags to pump when you can operate your own risk? Pick low risk or send it max degen. Mine X’s INSTANTLY!
Liquidity providers choose their house edge, and start earning passive income. Players turn risk into yield. Click. Risk. Mine.
I’m hearing early engagers on their socials will get early alpha access, so get in before it blows up. This one feels big. I will be developing the thesis about the platform in future posts. For now feel free to follow their X and stay tuned.
I bought some of this, shilled in the gambles earlier on but definitely worth watching. Really love this meme and what the team has been cooking for days now.
https://dexscreener.com/solana/26M5M3nwgaKE4zavkD3zEtYs5hJWdxe6xBwpdtsLHy1o
https://news.1rj.ru/str/dinosol_portal
https://dexscreener.com/solana/26M5M3nwgaKE4zavkD3zEtYs5hJWdxe6xBwpdtsLHy1o
https://news.1rj.ru/str/dinosol_portal
Crafty’s Trading Journal
What are you guys using to off ramp your crypto? Speaking about crypto cards. I was thinking about breaking down the tools I personally use
Been a while I wanted to do this post was just too lazy to write it all. Anyway, real talk on off-ramping: KYC vs. No-KYC :
Getting liquidity out of crypto doesn't mean you have to sell P2P or risk getting your main bank account frozen. You generally have two paths: compliant cards that offer high limits/rewards, or private cards that require zero documents (Usually just an Email or phone number)
Here is a look at the best reloadable options for both right now, I use the 3 of them, each one for a different purpose.
The KYC Route (Higher Limits & Rewards)
If you are okay with ID verification, these are the best options. Since they are based offshore, they generally provide a layer of separation from your local banking system and don't automatically report your daily coffee buys to your local government, so they're generally "safe".
1. Ether.fi Cash : https://x.com/ether_fi
This is currently the best option for onchain users. It's based in the Cayman Islands, project is live on Binance sine a while now, and their token's mcap is around 1B (https://coinmarketcap.com/currencies/ether-fi-ethfi/).
* Yield + Spend: The killer feature here is that you can keep your crypto as collateral. It earns 3-4% yield while it sits in your account, and you only "spend" it when you swipe.
* Bank Send: You can actually pay off credit cards or send cash to bank accounts (for mortgages or bills) directly from the app (It works properly if you send to European bank accounts, doesn't show your name on the sendor, also works if you send to any bank in the US banking system)
* Limits: $100k per day. $1M monthly limit.
* Fees: There is a 3% Cashback on every transaction, they also have 1% fx fee if you spend anything other than the USD, so overall you're paid 2% for any tx, which is AMAZING. There is 2% fees for ATM withdrawals which is the lowest I've seen so far.
* Reloadable: Yes, directly from your wallet, you have a multi sig vault when you can send your usdc, so it's non custodial with ether fi being one of the signers of the multi sig.
2. RedotPay : https://x.com/RedotPay
This is a custodial option based in Hong Kong. If you need to move serious size, this is a good option.
* Limits: You can spend up to $1M per day. The per-transaction limit is $100k. Huge
* Cash: It has the highest ATM withdrawal limit I have seen, roughly $116,000 per month but the fees are super high for atm transactions.
* Fees: You pay for crypto to fiat conversions. There is a 1% conversion fee and a 1.2% FX fee on transactions (too high imo)
* Reloadable: Yes, instant deposits via USDT/USDC.
The Non-KYC Route (Privacy)
3. ChainCards : https://x.com/chainscard
This is for when you want zero paper trail, you only need an email (can use proton mail) and a phone number (You can rent an anon number for a year on websites like https://quackr.io it costs 39$ a year for full ownership and you can receive sms' etc)
* Reloadable: You just top it up with crypto and spend.
* Fees: Need to dig that properly but I think there is no tx or fx fees, only a top up fee.
* Use Case: Good for subnoscriptions or daily spending you want to keep private.
If you have further questions I'm happy to answer them in the comments.
Getting liquidity out of crypto doesn't mean you have to sell P2P or risk getting your main bank account frozen. You generally have two paths: compliant cards that offer high limits/rewards, or private cards that require zero documents (Usually just an Email or phone number)
Here is a look at the best reloadable options for both right now, I use the 3 of them, each one for a different purpose.
The KYC Route (Higher Limits & Rewards)
If you are okay with ID verification, these are the best options. Since they are based offshore, they generally provide a layer of separation from your local banking system and don't automatically report your daily coffee buys to your local government, so they're generally "safe".
1. Ether.fi Cash : https://x.com/ether_fi
This is currently the best option for onchain users. It's based in the Cayman Islands, project is live on Binance sine a while now, and their token's mcap is around 1B (https://coinmarketcap.com/currencies/ether-fi-ethfi/).
* Yield + Spend: The killer feature here is that you can keep your crypto as collateral. It earns 3-4% yield while it sits in your account, and you only "spend" it when you swipe.
* Bank Send: You can actually pay off credit cards or send cash to bank accounts (for mortgages or bills) directly from the app (It works properly if you send to European bank accounts, doesn't show your name on the sendor, also works if you send to any bank in the US banking system)
* Limits: $100k per day. $1M monthly limit.
* Fees: There is a 3% Cashback on every transaction, they also have 1% fx fee if you spend anything other than the USD, so overall you're paid 2% for any tx, which is AMAZING. There is 2% fees for ATM withdrawals which is the lowest I've seen so far.
* Reloadable: Yes, directly from your wallet, you have a multi sig vault when you can send your usdc, so it's non custodial with ether fi being one of the signers of the multi sig.
2. RedotPay : https://x.com/RedotPay
This is a custodial option based in Hong Kong. If you need to move serious size, this is a good option.
* Limits: You can spend up to $1M per day. The per-transaction limit is $100k. Huge
* Cash: It has the highest ATM withdrawal limit I have seen, roughly $116,000 per month but the fees are super high for atm transactions.
* Fees: You pay for crypto to fiat conversions. There is a 1% conversion fee and a 1.2% FX fee on transactions (too high imo)
* Reloadable: Yes, instant deposits via USDT/USDC.
The Non-KYC Route (Privacy)
3. ChainCards : https://x.com/chainscard
This is for when you want zero paper trail, you only need an email (can use proton mail) and a phone number (You can rent an anon number for a year on websites like https://quackr.io it costs 39$ a year for full ownership and you can receive sms' etc)
* Reloadable: You just top it up with crypto and spend.
* Fees: Need to dig that properly but I think there is no tx or fx fees, only a top up fee.
* Use Case: Good for subnoscriptions or daily spending you want to keep private.
If you have further questions I'm happy to answer them in the comments.
Bought a bag of Monchhichi ($CHHICHI) for the medium-long term. Marketing team is apparently loaded and knows how to push, main reason for this running is Labubu’s hype is slowly decreasing, and the market is hunting the next cultural icon. I’m betting on Monchhichi as the chosen one for the upcoming holiday season + the on-chain data confirms it.
Lisa from BLACKPINK fueled the Labubu run earlier this year, and now she’s posting Monchhichi. Stranger Things co-sign confirmed as well as Hello Kitty × Monchhichi collab sold out instantly. This is the ultimate signal for Asian retail markets so I’m positioned in case this runs hard.
https://news.1rj.ru/str/ChhichiCoin
https://x.com/chhichicoin
Lisa from BLACKPINK fueled the Labubu run earlier this year, and now she’s posting Monchhichi. Stranger Things co-sign confirmed as well as Hello Kitty × Monchhichi collab sold out instantly. This is the ultimate signal for Asian retail markets so I’m positioned in case this runs hard.
2wK6ixQzEEWpoykCoaXDqp3rnYQVqkqoKM55a1Rbpumphttps://news.1rj.ru/str/ChhichiCoin
https://x.com/chhichicoin
Happy new year everyone! 2025 was a challenging year with a lot of ups and downs in the market, I wish you all success in your 2026 trading journey and lots of profits 🙌🙏🙏
Crafty’s Trading Journal
I bought some of this, shilled in the gambles earlier on but definitely worth watching. Really love this meme and what the team has been cooking for days now. https://dexscreener.com/solana/26M5M3nwgaKE4zavkD3zEtYs5hJWdxe6xBwpdtsLHy1o https://news.1rj.ru/str/dinosol_portal
What a reversal for $DINO. New Ath at 1.3m