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The Kobeissi Letter
This is unusual:
24 hours ago, someone took $200,000,000 worth of Ethereum and Bitcoin longs on 50x leverage.
This meant even a 2% drop in Bitcoin would liquidate $200M.
Today, President Trump announced the US Crypto Reserve including BTC and ETH.
Did someone know? https://t.co/nktfVJWw5v
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This is unusual:
24 hours ago, someone took $200,000,000 worth of Ethereum and Bitcoin longs on 50x leverage.
This meant even a 2% drop in Bitcoin would liquidate $200M.
Today, President Trump announced the US Crypto Reserve including BTC and ETH.
Did someone know? https://t.co/nktfVJWw5v
It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT tweet
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Alvin
RT @sondesix: Samsung Galaxy A56 is here!
📱 New camera island design
🪶 Thinner & lighter body (7.4 mm thick, 197 g weight)
⚒️ Gorilla Glass Victus+ for the front & back
💦 IP67 dust & water resistance rating
📸 50 MP 1/1.56" F/1.8 main camera + 12 MP F/2.2 ultra-wide lens + 5 MP F/2.4 macro lens
🤳 New 12 MP F/2.2 selfie camera
☀️ Larger and brighter 6.7" FHD+ OLED display, 120 Hz refresh rate, 1200 nits brightness (HBM)
🔋 5000 mAh battery
🔌 45W wired charging
👨💻 Android 15-based One UI 7
⏫ 6 years of OS and security updates
🔐 Samsung Knox Vault
Galaxy A56 is available in 4 colours:
✅ Awesome Pink
✅ Awesome Olive
✅ Awesome Graphite
✅ Awesome Lightgray
Pricing (8/128 GB variant):
• United States: $499
• United Kingdom: £499
• Europe: €479
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RT @sondesix: Samsung Galaxy A56 is here!
📱 New camera island design
🪶 Thinner & lighter body (7.4 mm thick, 197 g weight)
⚒️ Gorilla Glass Victus+ for the front & back
💦 IP67 dust & water resistance rating
📸 50 MP 1/1.56" F/1.8 main camera + 12 MP F/2.2 ultra-wide lens + 5 MP F/2.4 macro lens
🤳 New 12 MP F/2.2 selfie camera
☀️ Larger and brighter 6.7" FHD+ OLED display, 120 Hz refresh rate, 1200 nits brightness (HBM)
🔋 5000 mAh battery
🔌 45W wired charging
👨💻 Android 15-based One UI 7
⏫ 6 years of OS and security updates
🔐 Samsung Knox Vault
Galaxy A56 is available in 4 colours:
✅ Awesome Pink
✅ Awesome Olive
✅ Awesome Graphite
✅ Awesome Lightgray
Pricing (8/128 GB variant):
• United States: $499
• United Kingdom: £499
• Europe: €479
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Quiver Quantitative
Representative Mike Collins has been buying up a meme coin called "Ski Mask Dog" recently.
It's up 33% today, on the announcement of a U.S. Crypto Reserve. https://t.co/YLVtGxtXpO
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Representative Mike Collins has been buying up a meme coin called "Ski Mask Dog" recently.
It's up 33% today, on the announcement of a U.S. Crypto Reserve. https://t.co/YLVtGxtXpO
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Stock Analysis Compilation
Baron Discovery Fund on Brunello Cucinelli S.p.A. $BCW IM
Thesis: Brunello Cucinelli S.p.A. is a well-positioned luxury brand expected to achieve at least 10% annual revenue growth through store expansion, new product introductions, and price increases, making it resilient in uncertain economic conditions.
(Extract from their Q4 letter)
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Baron Discovery Fund on Brunello Cucinelli S.p.A. $BCW IM
Thesis: Brunello Cucinelli S.p.A. is a well-positioned luxury brand expected to achieve at least 10% annual revenue growth through store expansion, new product introductions, and price increases, making it resilient in uncertain economic conditions.
(Extract from their Q4 letter)
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The Kobeissi Letter
The Kobeissi Letter for the week of March 3rd has been published and may be viewed through the link below:
https://t.co/6TDuawkxql
The Chart of the Week for the week of March 3rd has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iTj1h
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The Kobeissi Letter for the week of March 3rd has been published and may be viewed through the link below:
https://t.co/6TDuawkxql
The Chart of the Week for the week of March 3rd has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iTj1h
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AkhenOsiris
WSJ:
Consulting firms meet with Trump administration officials to defend their government contracts.
GSA has asked procurement officials to list and justify consulting contracts from 10 companies, including Booz Allen, Accenture, Guidehouse and others.
Consulting firms are being asked to “defend the spend,” by explaining which of their existing projects they see as mission critical to the government’s goals, and which could be cut.
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WSJ:
Consulting firms meet with Trump administration officials to defend their government contracts.
GSA has asked procurement officials to list and justify consulting contracts from 10 companies, including Booz Allen, Accenture, Guidehouse and others.
Consulting firms are being asked to “defend the spend,” by explaining which of their existing projects they see as mission critical to the government’s goals, and which could be cut.
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The Kobeissi Letter
Crypto Markets in 2025:
1. President Trump launches his own memecoin
2. SEC drops lawsuits against Coinbase and others
3. SEC says that memecoins are not securities
4. US considers moving spending to blockchain
5. President Trump says US should be leader in crypto
6. US establishes first ever Strategic Crypto Reserve
Is this the biggest sentiment shift in crypto's history?
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Crypto Markets in 2025:
1. President Trump launches his own memecoin
2. SEC drops lawsuits against Coinbase and others
3. SEC says that memecoins are not securities
4. US considers moving spending to blockchain
5. President Trump says US should be leader in crypto
6. US establishes first ever Strategic Crypto Reserve
Is this the biggest sentiment shift in crypto's history?
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App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals:
$BRK $CRM $INTU $DELL $WDAY $ADSK $SNOW $CPNG $HPQ $ZM $NTNX $DUOL $DPZ $AS $CART $ESTC $HIMS $AI $DOCN $DLO $DCBO $AMC $OLO
Check out the latest earnings 👇
https://t.co/qDKEGR1Wig https://t.co/B42aL9Vg0j
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RT @EconomyApp: 📊 This Week in Visuals:
$BRK $CRM $INTU $DELL $WDAY $ADSK $SNOW $CPNG $HPQ $ZM $NTNX $DUOL $DPZ $AS $CART $ESTC $HIMS $AI $DOCN $DLO $DCBO $AMC $OLO
Check out the latest earnings 👇
https://t.co/qDKEGR1Wig https://t.co/B42aL9Vg0j
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