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The Kobeissi Letter
The Kobeissi Letter|10月 06, 2025 14:39
Searches for “AI bubble” are near a record high today. What does it mean when AI being a “bubble” is the consensus view?(The Kobeissi Letter)
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Timeline

10月 31, 21:08The meme coin activity on Solana has reached a new low.
10月 27, 02:50Donation wallets exceed $730,000, and the community is gradually building consensus.
10月 17, 03:33Risk assets begin to retreat, liquidity halved
10月 10, 04:42ZEC doubles, privacy compliance reaches consensus
10月 06, 06:20After the ETH Staking ETF is approved, the network-wide staking rate could reach 40%.
9月 29, 13:09VIX rises, gold hits a new high, crypto market declines
9月 29, 02:09The Evolution of Cryptocurrency Over Time
9月 28, 21:36The PE ratio of the Nasdaq 100 in 2025 is 33
9月 27, 06:44XPL strongly launches, with a Meme effect in the ecosystem
9月 22, 20:27SPX6900 is still so insanely non-consensus

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