Hold'em_Cryptos

[Christopher Greene 😎🏝🚀⛵️ @amtvmedia]

Trump and Benjamin Netanyahu allegedly fighting is just optics. Both know what they’re doing. Trump pretending to be against helps with Midterms. Distancing from Bibi allows Israel to unilaterally strike Iran with Trump feigning withdrawal. The next likely scenario is a Final Blow / Decapitating strike on the Iran regime. Mark my words, this will be the capitulation for Bitcoin and crypto. Then, massive rally.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin is now expected to fall below $50,000 this year.

There is now a record high 65% chance of Bitcoin falling below $50,000 in 2026.

[The Kobeissi Letter @KobeissiLetter]

It's official.

MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion.

In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position.

By comparison, the S&P 500 is up +116% over this same timeframe.

Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value.

This puts MicroStrategy's stock, $MSTR, down -77% since its record high.

Bear market is an understatement.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 erases losses and surges to its highest level on record, now worth $69 trillion.

[Benjamin Cowen @benjamincowen]

Alts have been bleeding to BTC for 5 years.

Fading alt season was hated, but it was the right call.

[Ted @TedPillows]

Binance has now joined Coinbase in dumping $BTC.

Haven't seen such aggressive dumping over the weekend in a long time.

This looks suspicious.

[Watcher.Guru @WatcherGuru]

JUST IN: $79,000 Bitcoin

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. US Markets React to Cancellation of US-Iran Talks - 6 PM ET Today

2. April Consumer Confidence data - Tuesday

3. April Fed Interest Rate Decision and Statement - Wednesday

4. Microsoft, Amazon, Meta, Google Report Earnings - Wednesday

5. Apple Reports Earnings - Thursday

6. US Q1 2026 GDP Data - Thursday

7. March PCE Inflation data - Thursday

8. ~20% of S&P 500 companies report earnings this week

Buckle up for a highly eventful week ahead.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin surges above $79,000 for the first time since February 3rd.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 closes lower, erasing -$420 billion in market cap, as Iran makes a "final decision" to not attend talks with the US in Pakistan tomorrow.

[Rekt Fencer @rektfencer]

Everyone wants the bear market to be over

But the crowd is ALWAYS wrong

This looks like the same bull trap

Be careful

[Davinci Jeremie @Davincij15]

Everyone thought June 2022 was the bottom.

Everyone thinks $60K is the bottom.

This is why I expect one final #Bitcoin capitulation before reversal.

[The Kobeissi Letter @KobeissiLetter]

The plot thickens:

On Friday, at 8:24 AM ET, there was a sudden surge in buying volume in S&P 500 futures as $325 million worth of longs were purchased.

This is the same exact timestamp that $760 million worth of oil shorts were taken.

Just 21 minutes later, Iran's Foreign Minister Araghchi said the "Strait of Hormuz is declared completely open."

By 12:45 PM ET, S&P 500 futures had surged to a new record high with this $325 million trade profiting +$50 million in 4 hours.

That's +$50 million over the same exact timeline as oil traders made +$70 million on shorts.

What is happening here?

[Watcher.Guru @WatcherGuru]

JUST IN: $RAVE cryptocurrency crashes 95%, wiping out $6.3 billion from its market cap in a single day following alleged insider manipulation.

[The Kobeissi Letter @KobeissiLetter]

Is this the best timed trade of 2026?

Yesterday, at 8:24 AM ET, oil traders bought nearly $800 MILLION worth of oil shorts.

Just 21 minutes later, Iran's Foreign Minister Araghchi said the "Strait of Hormuz is declared completely open."

By 9:10 AM ET, oil prices had collapsed to $80 per barrel and hit their lowest level since March 10th.

These same oil shorts made nearly $70 million in profit in less than one hour, according to our analysis.

Truly unusual.

[Davinci Jeremie @Davincij15]

I watched Bitcoin drop from $32 to $2.

Most people saw failure. I saw misunderstanding.

I knew what Bitcoin was. I knew why it mattered.

So when the price collapsed, I did not think "Maybe I was wrong."

I thought "They do not understand it yet."

The best time to buy Bitcoin has always been when you were scared.

Every. Single. Time.

Check the chart if you don't believe me.

[The Kobeissi Letter @KobeissiLetter]

What just happened?

Yesterday, at 8:45 AM ET, Iran's Foreign Minister Araghchi announced that the Strait of Hormuz was "completely open" for all commercial vessels.

At 9:06 AM ET, President Trump thanked Iran for reopening the Strait.

Then, at 10:20 AM ET, Trump said Iran and the US were working together to remove all mines from the Strait of Hormuz.

Between 10:40 AM ET and 12:00 PM ET, President Trump said Iran agreed to "never close the Strait again" and to "suspend its nuclear program indefinitely."

Suddenly, at 6:14 PM ET, Iran's Speaker of the Parliament said Trump made "seven claims in one hour, all seven of which were false."

Now, Iran has CLOSED the Strait of Hormuz again and oil tankers are being struck.

What just happened behind the scenes?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran's Speaker of the Parliament Ghalibaf says President Trump made "seven claims in one hour, all of which were false."

Speaker Ghalibaf says:

1. The US "did not win the war with these lies, and they will certainly not get anywhere in negotiations either"

2. "With the continuation of the US blockade, the Strait of Hormuz will not remain open"

3. Passage through the Strait of Hormuz will be conducted based on the "designated route" and with "Iranian authorization"

4. "Whether the Strait is open or closed and the regulations governing it will be determined by the field, not by social media"

5. "Media warfare and engineering public opinion are an important part of war, and the Iranian nation is not affected by these tricks"

This statement came after markets closed for the weekend, following the S&P 500's fastest recovery since 1982.

We expect to receive a US response soon.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says Iran has agreed to suspend its nuclear program indefinitely, and will not receive any frozen funds from the US, per Bloomberg.

Details include:

1. Trump says that a deal to end the war between the US/Israel and Iran is now "mostly complete"

2. Talks over a lasting agreement will "probably" be held this weekend and "most main points are finalized"

3. Trump denied that the moratorium on Iran’s nuclear program would expire after 20 years

4. Trump has not yet decided who would lead the US delegation for talks to sign the agreement

US oil prices are down to a 5-week low.

[Barchart @Barchart]

JUST IN 🚨: Nasdaq on track for 13 straight green days, its longest winning streak this century 📈🥳🤑🫂