Tom

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Nasdaq 100 ETF, $QQQ, has attracted +$10 billion in inflows over the last 21 days, the highest 21-day total since October 2025.

This is also the 3rd-largest 21-day inflow on record.

This follows -$11 billion in outflows recorded in March, the highest in at least 4 years.

US-listed ETFs posted +$174 billion in inflows in April, more than any other region.

Year-to-date, US-listed ETFs have pulled in a massive +$673 billion.

The top-performing fund was the S&P 500 ETF, $VOO, which attracted +$25 billion in April and +$47 billion year-to-date.

Investors are buying equity funds at a rapid pace.

[Tom @tlmant]

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[Leonard Rodman @RodmanAi]

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[Tom @tlmant]

@kendalljayyzhxu 1353

[Tom @tlmant]

@SamaHoole @grok please let us know how accurate this assessment of almonds is

[Tom @tlmant]

@sciencegirl Most importantly, who would win in the wild, alligator or crocodile… @grok?

[Tom @tlmant]

@godofprompt Claude

[Tom @tlmant]

@NicHulscher @MartyBent @grok is this accurate?

[Tom @tlmant]

@KobeissiLetter @grok @grok your BTC price appreciation % is way off — BTC is down about 5% YTD; can we trust the rest of your analysis?

[Tom @tlmant]

@KobeissiLetter @grok are these money supply numbers accurate? Global M2 supply has been growing? Risk on? Beneficial to BTC and US stock markets? Feeding a Santa Rally?

[Tom @tlmant]

@KobeissiLetter @KobeissiLetter can you source the “53 in Q3-2025” and “$337B in Q3-2025” numbers? Doesn’t the SRF backstop — not fix — much of the current issue? Bigger issue comes with deposit movement. Fed rate reduction should help, but could risk-on accelerate deposit hits/recession risk?

[Tom @tlmant]

@APompliano @paoloardoino @APompliano wouldn’t next level of transparency be an Audit (2 years), and do them going forward?

[Tom @tlmant]

@simpleminingio Umm … this is FUD

BTC isn’t broken—block times are random. Miners find a hash; target aims ~10 min avg. Fees affect which txs, not speed.

[Tom @tlmant]

@AltcoinDaily If worried about the price of BTC today, then you don’t understand. Are you even more concerned about the value of the dollar? Buy the dip, buy the top, DCA … iykyk.

[Tom @tlmant]

@milesdeutscher ONDO is an example of asset tokenization on public chains — multiple asset classes, multiple geo’s … kinda works.

[Tom @tlmant]

@denverbitcoin Definitely aggressive but consider monthly “organic” growth has been ~3–6%; miners set a 1.03 ZH/s monthly average in Sep. Find more here: https://t.co/qhFUoOev3s

[Tom @tlmant]

@denverbitcoin •Base case: Aug–Nov 2026.
•Bull case (price stays >$120k, cheap power + new-gen ASICs ramp): Apr–Jun 2026.
•Bear case (hashprice squeeze / power delays): 2027.

[Tom @tlmant]

@brianbeers Could this be more about the insane cost of new cars, and still high financing rates? What will be a bad sign is when people with 10yo cars put off repairs.

[Tom @tlmant]

@milesdeutscher You’re gonna be busy if you’re planning on saying that every time over the next few months.

[Tom @tlmant]

@coinbureau Bullish on both — great complements of one another