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T KobeissiLetter
The Kobeissi Letter
@KobeissiLetter

The plot thickens: A "whale" on HyperLiquid placed over $23 MILLION of shorts at 4:49 PM ET yesterday, per Coffeezilla. Exactly 1 MINUTE later, President Trump announced 100% tariffs on China leading to the largest liquidation in crypto history. Is this the best crypto trade of the year?

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It's official: Crypto just saw its LARGEST liquidation event in history with 1.6 MILLION traders liquidated. Over $19 BILLION worth of leveraged crypto positions were liquidated in 24 hours, 9 TIMES the previous record. Why did this happen? Let us explain. (a thread) https://x.com/KobeissiLetter/status/1977005754289996073/photo/1

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472 Reposts 88 Quotes 3.2K Likes 541 Bookmarks
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204 replies collected of 254 X reports
Crypto with Haris ₿ @Crypto__Haris · 59K

@KobeissiLetter No, this is not trading. This is just insider taking advantage

Unknown_Bio @Orchids_00 ·

@KobeissiLetter It is nice to be an insider

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The Master Builder @KingsProtocol · 52K

The best trade of the year… or the best-timed message in history? A $23M short Executed one minute before Trump’s tariff bomb Triggered $9B in liquidations And sent the whole market into a tailspin. This wasn’t luck. This was precision. This was alignment with something. Either: 1.Insider intel we’ll never see 2.A deep-state-level algorithm 3.Or someone with a calendar only gods understand In crypto, timing is everything. But this? This felt like prophecy. When whales swim with perfect foresight… You either learn to read the current— Or you drown in disbelief. — The Master Builder 👑 @KingsProtocol

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tobe 🧩 @crypto_tobe ·

@KobeissiLetter why dont you call it crime?

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Jr. @jun10r ·

@KobeissiLetter They don’t even fake it anymore

Frank Ho @Frank_Ho_ ·

@KobeissiLetter Theo call it insider trading I guess…

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MartyParty @martiparty_sol ·

@KobeissiLetter insider trading at its finest but they dont hide already i mean we all know

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raman @raman_kar_ ·

@KobeissiLetter 1 minute before? That’s way too precise to be random. 🤨

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OachyOne🧊 @OachyO ·

@KobeissiLetter Smells fishy 🫵🏻

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A17B @A1712B ·

@KobeissiLetter Crypto is a dark and manipulated business Fuck this shit World full of scammers OUT OF THIS BULLSHIT FOR GOOD

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Spaulding Showalter @S18478Showalter ·

@KobeissiLetter Cha Ching. Some timely shorts were placed shortly before 9/11 as well. Just “luck” I’m sure.

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StockMarket.News @_Investinq · 88K

@KobeissiLetter okay fine, I will admit that was me.

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Djay2001 @djay2001 ·

@KobeissiLetter No. Just the most well informed.

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Rich @iwantlambo ·

@KobeissiLetter lmfao yeah, the "best" trade of the year... def not an insider

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raman @raman_kar_ ·

@KobeissiLetter One minute before a presidential announcement? Someone’s plugged in deep.

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Rex🚀 @Rex_Mercatorum ·

@KobeissiLetter @CambridgeWords might need to update Insider to Whale

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The Kobeissi Letter @KobeissiLetter · 2.4M

The result was a +$192 million gain on shorts just 30 minutes later. Following these flows AHEAD of time ahead has become a crucial part of markets in 2025. We are tracking periods of unusual activity. Follow us @KobeissiLetter for real time analysis as this develops.

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Rettamon @Rettamon ·

@KobeissiLetter President Cankles sure did drain the swamp

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Andreas @andreaswalsh2 ·

@KobeissiLetter Very Lucky!!! And I'm sure very innocent!! But how did he know bitcoin wouldn't go up with the announcement?

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Data Driven Stocks @stockdatamarket · 19K

@KobeissiLetter White House - the only place in the world where insider trading is fully legal

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Pedro @PedroCodfish ·

@KobeissiLetter No it’s a cunts move

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Robin Masters @Robin__Masters ·

@KobeissiLetter let me explain, it was the trump boy

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Milner_905 @Milner_905 ·

@KobeissiLetter Nancy Pelosi of crypto.

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Phil Muller @Hrd2kilphil ·

@KobeissiLetter Barron.

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Deeze @deezemeta ·
motchmuzek ⏸️ @mitchellluns ·

@KobeissiLetter interesting timing but the news was out before Trump tweeted right

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Ilesanmi Titilayo Beatrice @Titilayomi1106 ·

@KobeissiLetter Whoa, talk about timing 😳 $23M in shorts right before Trump’s announcement—crypto moves like that are ins@ne!

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Ayman Salah @aymansalah2021 ·

@KobeissiLetter Wasn't me I swear!

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Julian Globisch @JulianGlobisch ·

@KobeissiLetter Why don't you call it fraud?

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Noah Christopher @DailyNoahNews · 47K

@KobeissiLetter One minute before a presidential announcement? Someone’s plugged in deep.

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Rage Crusader @RageCrusader ·
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Giuliano John @GiuliJo20447 ·

@KobeissiLetter short with long tail of 0

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Zorro @Crypto_Cycles1 ·

@KobeissiLetter Bro had the White House press schedule bookmarked 💀

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mozzy 🍌 @0xmozzy ·

@KobeissiLetter just a casual friday short

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Zeff @Zeff_Pena ·

@KobeissiLetter Can’t that address be followed now? Pure insider trading or a legend?

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A17B @A1712B ·

@KobeissiLetter Fuck crypto Out of this bullshit Stress and dark world Fuch satoshi and the biggest scammze sayloe

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Ender Adrián Meza @EnderAdrianMeza ·

@KobeissiLetter And that wallet bought back again or disappeared during the day. What little friend will it be?

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Rob @SierraCaliJ ·

@KobeissiLetter No doubt it was a member of Congress.

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I lost a bunch of money in crypto @LunaClassicBoss ·

@KobeissiLetter smells like insider

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gnaraloo @gnaraloo2 ·

@KobeissiLetter Insider

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Thomad 🇺🇸 @FaithfulThomad · 13K

@KobeissiLetter Pelosi???

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Gil Faizon @GilFaizon8 ·

@KobeissiLetter Nah pure corruption. They aren’t even good at hiding it

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TheAssetNomad @theassetnomad ·

@KobeissiLetter There are how many kids? One of his boys

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Nabootique @Vince_Noir77 ·

@KobeissiLetter This should probably be investigated. I'm pro-Trump but whats right is right. x.com/Vince_Noir77/status/1977…

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This illustrates why I use long-dated puts instead of trying to time exact events. That whale either: - Had inside info (illegal) - Got insanely lucky (not repeatable) My approach: Buy volatility cheap (VIX ~16%), wait for ANY shock to spike it. Don't need perfect timing. Just need fear eventually. Much higher probability game.

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Engo @engo2_a ·

@KobeissiLetter you meant to say this is the Scam of the year?

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Kwaaikie @ihitge ·

@KobeissiLetter The Trumps are thugs. This is known.

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Peter Murphy @I_Ham_R ·

@KobeissiLetter The whale’s name was Eric Trump

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5 replies whose parent comment X withheld

Data Driven Stocks @stockdatamarket · 19K

@Vince_Noir77 @KobeissiLetter She isn't even in the top 5

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Mark @markchadwickx · 25K

@CocoReimagined @KobeissiLetter Makes sense on a few levels when you think about it.

I GOTreceipts @igotreceipts2 ·

@CocoReimagined @KobeissiLetter $trump coin pumped and dumped in Jan right before inauguration, this happened in May. Im thinking he may owe some “insider” information to them like Denzel’s character in training day. Screwing over everyone to save himself and we saw how that turned out. Or just a daily grift

Cl - ued In @ued_in ·

@smith_john30388 @KobeissiLetter Can’t rule out Bessent who is fund level savvy and a playa

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John Smith @smith_john30388 ·

@ued_in @KobeissiLetter Certainly possible, they’re probably the top 2 suspects imo

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