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The Kobeissi Letter
Investors are pulling out of crypto at a record pace:
Crypto funds posted a record $2.6 BILLION outflow in the week ending Wednesday.
This is ~$500 million above the previous record set at the end of the last year.
On Tuesday alone, #Bitcoin ETFs posted a record one-day withdrawal of $1.0 billion.
As a result, the 4-week moving average of crypto fund flows turned negative for just the 4th time in 14 months.
Meanwhile, Bitcoin prices are down ~21% in February, on track for their worst month since June 2022.
Is a new bear market beginning?
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Investors are pulling out of crypto at a record pace:
Crypto funds posted a record $2.6 BILLION outflow in the week ending Wednesday.
This is ~$500 million above the previous record set at the end of the last year.
On Tuesday alone, #Bitcoin ETFs posted a record one-day withdrawal of $1.0 billion.
As a result, the 4-week moving average of crypto fund flows turned negative for just the 4th time in 14 months.
Meanwhile, Bitcoin prices are down ~21% in February, on track for their worst month since June 2022.
Is a new bear market beginning?
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Stock Analysis Compilation
Baron Opportunity Fund on CyberArk Software Ltd. $CYBR US
Thesis: CyberArk Software Ltd. is a market leader in privileged access management (PAM) and a comprehensive identity security solution, positioned for significant organic growth and enhanced cash flow following its acquisition of Venafi.
(Extract from their Q4 letter)
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Baron Opportunity Fund on CyberArk Software Ltd. $CYBR US
Thesis: CyberArk Software Ltd. is a market leader in privileged access management (PAM) and a comprehensive identity security solution, positioned for significant organic growth and enhanced cash flow following its acquisition of Venafi.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, has now erased -$450 BILLION of market cap over the last 24 hours.
This comes after the company crushed earnings expectations, posting record quarterly revenue of $39.3B. https://t.co/Mla5cxz5l1
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BREAKING: Nvidia, $NVDA, has now erased -$450 BILLION of market cap over the last 24 hours.
This comes after the company crushed earnings expectations, posting record quarterly revenue of $39.3B. https://t.co/Mla5cxz5l1
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Mads
https://t.co/GNp3N7RvJW
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https://t.co/GNp3N7RvJW
$MSFT - MICROSOFT TO SHUT DOWN SKYPE IN MAY 2025 tweet
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The Kobeissi Letter
BREAKING: MicroStrategy stock, $MSTR, falls -57% from its all time high seen on November 21st.
$MSTR has now lost an average of -$720 million of market cap PER TRADING DAY for 62 days straight.
That's -$45 billion of market cap. https://t.co/c2pawDXzwt
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BREAKING: MicroStrategy stock, $MSTR, falls -57% from its all time high seen on November 21st.
$MSTR has now lost an average of -$720 million of market cap PER TRADING DAY for 62 days straight.
That's -$45 billion of market cap. https://t.co/c2pawDXzwt
The MicroStrategy liquidation:
As MicroStrategy, $MSTR, falls over -55%, many are asking about "forced liquidation."
The company now holds $44 BILLION worth of Bitcoin, could they be forced to sell it?
Is liquidation even possible? Let us explain.
(a thread) https://t.co/GcDZVu2gVa tweet
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Mads
End of an era. RIP Skype 2003-2025 https://t.co/hsSD6oNX6g
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End of an era. RIP Skype 2003-2025 https://t.co/hsSD6oNX6g
Microsoft hangs up on Skype: service to shut down May 5, 2025 https://t.co/dAZLMJemvC tweet
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The Kobeissi Letter
BREAKING: President Trump and DOGE are firing nearly all of the Consumer Financial Protection Bureau’s 1,700 employees, per CNBC. https://t.co/PyXG1d3Ikk
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BREAKING: President Trump and DOGE are firing nearly all of the Consumer Financial Protection Bureau’s 1,700 employees, per CNBC. https://t.co/PyXG1d3Ikk
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App Economy Insights
$NVDA Jensen Huang says AI is just getting started.
What we learned from NVIDIA's Q4 FY25:
💰 Blackwell: $11B, fastest ramp ever.
🧠 AI reasoning: Requires 100x more compute.
🦾 Enterprise AI: Poised to outgrow hyperscalers.
📊 Full breakdown 👇
https://t.co/hKsR1yLdbj
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$NVDA Jensen Huang says AI is just getting started.
What we learned from NVIDIA's Q4 FY25:
💰 Blackwell: $11B, fastest ramp ever.
🧠 AI reasoning: Requires 100x more compute.
🦾 Enterprise AI: Poised to outgrow hyperscalers.
📊 Full breakdown 👇
https://t.co/hKsR1yLdbj
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