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The Kobeissi Letter
The Kobeissi Letter|4月 29, 2025 19:26
US CapEx is coming to a halt: The US CapEx intentions indicator dropped to -1.5 points in April, the lowest since 2020, according to BCA Research. The indicator includes CapEx expectations from the NFIB small business survey and Fed regional surveys. In the past, such a low
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Timeline

5月 28, 05:51【SOL inventory on CEX drops to 27.01 million units】
5月 27, 17:30【Yield Near Trading Day Low】
5月 27, 15:55【Labubu Doll's Popularity Leads to Solana Meme Coin Soaring】
5月 27, 14:52【BTC was $75000 in April】
5月 25, 14:57【DeFi couldn't stop filming last month】
5月 21, 08:33【The ETH supply on the exchange has reached its lowest historical level】
5月 20, 19:52【BTC-t1 completed, stop breakeven】
5月 20, 19:35【Ethereum TVL market share drops to 50.88%】
5月 20, 17:07【BTC - Stop Break even】
5月 20, 04:00【Ethereum and Bitcoin exchange supply drops to historic lows】

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