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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)