Cody Kern

[The Kobeissi Letter @KobeissiLetter]

It's official:

Crypto has now erased more than HALF of its value in just 8 months.

On October 6th, 2025, the total market cap of crypto hit a record $4.3 trillion.

Today, 261 days later, crypto is worth just $2.0 trillion, marking a -54% decline in value.

This means crypto markets have erased an average of -$8.8 billion PER DAY for 261 days straight.

Crypto is in desperate need of a new narrative.

[Cody Kern @Kernievil]

@TheStrat Follow @TheStrat

[The Kobeissi Letter @KobeissiLetter]

We are now facing the biggest global energy crisis in history:

Total oil product exports from the Middle East plunged -63% in March, or -4.8 million barrels per day, to ~2.8 million barrels per day.

Of the remaining ~2.8 million barrels per day still being exported, ~1.1 million barrels per day, or 39%, is flowing through Saudi Arabia's Red Sea ports, bypassing the shut Strait of Hormuz.

Jet fuel was hit the hardest, with exports plunging -85%, triggering flight cancellations and fuel shortages across Asia-Pacific.

At the same time, LPG and naphtha exports dropped by -1.0 million barrels per day.

Diesel, gasoline, and fuel oil exports also fell sharply, with declines ranging from -60% to -70%.

The Strait of Hormuz crisis is in full-swing.

[Cody Kern @Kernievil]

@StratLaboratory @TEEELAZER @TheSnowmann10 2dG M ?

[Cody Kern @Kernievil]

@AdexTrades Did said group have a YouTube channel with teachings?

[Cody Kern @Kernievil]

@insidebarbandit What time frame table script is that?

[Cody Kern @Kernievil]

L… Forcing trades, not waiting for zones. Had I waited for my 90 minute demand .10 ->4.1. Perfect bounce

[Cody Kern @Kernievil]

Two trades on the day- got long at opening and cut for a loss. Flipped to the short side- up 10k and got greedy. Close to break even on the day. Red day/- TOS delivered my cash (8,044) from yesterdays trade.

[Cody Kern @Kernievil]

118% trade. Missed Daily demand, was able to catch it to the downside layer in the day.

[Cody Kern @Kernievil]

Supply and Demand. All you need to learn. @damienar

[Cody Kern @Kernievil]

@Morgan49462098 @Pickswise I believe I finished Top 3 that year

[Cody Kern @Kernievil]

@Morgan49462098 @TDISportsClips Never forget

[Cody Kern @Kernievil]

@Morgan49462098 @JaredSandler @coach_culhane Best pitcher in baseball

[Cody Kern @Kernievil]

Couldn’t exit from Put fast enough. Was green, let it get red at the bounce.

[Cody Kern @Kernievil]

Sell off into demand, and caught the bid up as well.

[Cody Kern @Kernievil]

🐐 🐐

[Darian Godfrey @StumpGodfrey]

This was my Tom Brady growing up 🐐 @GJKinne UIW got a real one!

[Cody Kern @Kernievil]

14% return. Sold at vwap. Continued to run for 200% into supply. 🤷‍♂️. Supply and Demand… that’s it