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The Kobeissi Letter
The Kobeissi Letter|7月 10, 2025 19:31
BREAKING: Bitcoin ETF, IBIT, has reached a record 76 BILLION in assets under management. Total assets have TRIPLED over the last ~200 trading days, per ZeroHedge. By comparison, it took the largest gold ETF, GLD, over 15 years to reach the same milestone. IBIT's Bitcoin holdings now also exceed 700,000 for the first time in history. This is ~100,000 more than the total holdings of MicroStrategy, MSTR. Crypto markets are making history.
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Timeline

8月 09, 19:15【The last major resistance breakthrough for ETH was at the end of 2020】
8月 09, 15:30【The current TVL is 1.26 billion US dollars, with a monthly growth of 102%】
8月 09, 14:37【Stable coin circulation supply steadily increases】
8月 09, 14:01【July Market Review: Bitcoin's New ATH and ETH Lead the Altcoin Boom】
8月 09, 08:35【USD to USD drives explosive growth of stablecoins】
8月 09, 00:23【DeFi liquidity surges due to tokenized stocks】
8月 08, 16:54【The decline of revolving credit for American consumers】
8月 08, 14:01【Ethereum breaks through 4000 for the first time】
8月 08, 12:09【Ethereum's daily trading volume reaches a new high】
8月 08, 08:23【Pledged ETH Growth and Regulatory Support Boost Ethereum's Innovation High】

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