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![KobeissiLetter Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3316376038.png) The Kobeissi Letter [@KobeissiLetter](/creator/twitter/KobeissiLetter) on x 947.4K followers
Created: 2025-07-11 12:42:00 UTC

Current situation:

X. Bitcoin is up +60% in X months like the USD is broken

X. The USD is falling in its worst start to a year since 1973

X. Gold prices are rising toward $3,400/oz like inflation is back

X. Treasury yields are rising like deficit spending is worsening

X. Silver prices are rising like uncertainty never ended

Don't discount the impact of the deficit spending crisis.


XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943651991063802261/c:line.svg)

**Related Topics**
[discount](/topic/discount)
[government spending](/topic/government-spending)
[inflation](/topic/inflation)
[$3400oz](/topic/$3400oz)
[united states dollar](/topic/united-states-dollar)
[bitcoin](/topic/bitcoin)
[coins layer 1](/topic/coins-layer-1)
[coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem)

[Post Link](https://x.com/KobeissiLetter/status/1943651991063802261)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

KobeissiLetter Avatar The Kobeissi Letter @KobeissiLetter on x 947.4K followers Created: 2025-07-11 12:42:00 UTC

Current situation:

X. Bitcoin is up +60% in X months like the USD is broken

X. The USD is falling in its worst start to a year since 1973

X. Gold prices are rising toward $3,400/oz like inflation is back

X. Treasury yields are rising like deficit spending is worsening

X. Silver prices are rising like uncertainty never ended

Don't discount the impact of the deficit spending crisis.

XXXXXXX engagements

Engagements Line Chart

Related Topics discount government spending inflation $3400oz united states dollar bitcoin coins layer 1 coins bitcoin ecosystem

Post Link

post/tweet::1943651991063802261
/post/tweet::1943651991063802261