Get live statistics and analysis of The Kobeissi Letter's profile on X / Twitter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
610following1Mfollowers
The Analyst
The Kobeissi Letter is a razor-sharp X account that turns global capital markets complexity into punchy, data-driven takes. Its breaking threads and charts make traders, journalists, and policymakers hit refresh. With a 1.6M-strong audience, a single post routinely becomes the morning briefing for markets.
You treat every geopolitical whisper and oil wobble like it’s the sequel to the 2008 crisis, 14 tweets, three charts, and a spreadsheet later, you're the person at the party explaining how the stock market is personally offended by the hors d'oeuvres.
Built a 1.6M follower community and repeatedly delivered market-moving coverage, examples include a layoffs thread surpassing ~21.7M views and a breaking oil-price post with ~25.7M views that dominated the news cycle.
To decode macro and market signals fast, equip investors and observers with clear, actionable analysis, and shape the public conversation around capital markets by exposing the data and narratives that actually matter.
Values facts over fluff, speed over ceremony, and skepticism over spin. Believes markets are the clearest thermometer of policy and sentiment; transparent data and crisp storytelling produce accountability and better decisions.
Data-first credibility, lightning-fast breaking coverage, high engagement and reach, and an ability to translate technical market moves into memorable threads that influence conversations and even price action.
A tendency to escalate every major move into a market-defining thesis can sometimes read sensational; high cadence risks fatigue or occasional false positives, and strong takes can polarize audiences and attract hot debates.
Pin evergreen deep-threads and a clear subscription CTA; lead with a TL;DR tweet + 3-chart carousel for each thread; post right before market open/close; add short video explainers (30, 90s) for top threads; host regular X Spaces with Q&A to convert listeners to subscribers; tag reporters and institutional handles selectively; use polls and bite-sized charts to boost retweets; and bundle subscriber-only deep dives to monetize expertise while keeping high-value free content to grow reach.
Fun fact: The account has 1,596,386 followers and ~30,298 tweets; its top posts routinely rack up tens of millions of views (one breaking oil-price post reached ~25.7M views, and a layoffs thread hit ~21.7M). This handle blends rapid breaking alerts with deep threads that get re-shared by traders and reporters worldwide.
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Believes rigorous research and clear explanations can shift capital and strategy, and that Asia’s gaming ecosystems are a major growth frontier for web3.","facts":"Fun fact: despite being an intern, Ash has 33,056 followers, has tweeted ~5,600 times, and produced a viral data thread (tracking 118 TGEs) that reached ~498k views — plus a deep-dive thread done in collaboration with the Tabi team.","strength":"Exceptional at deep research and threadcraft: distills complex protocol design, tokenomics, and GTM into clear, authoritative threads; strong traction and community engagement; savvy at comps and numbers that investors and builders care about; able to secure project collaborations.","weakness":"Can get long-winded and DeFi-jargony for newcomers; occasionally leans heavily on insider analogies that alienate mainstream audiences; high-precision takes invite heated replies and can fuel controversy; still perceived as 'the intern' by some despite the reach.","recommendation":"Turn long threads into multi-format content: short charts, 60–90s explainer videos, and a pinned TL;DR thread for each deep dive. Host regular X Spaces AMAs with builders mentioned, post bite-sized daily insights (1 metric or 1 micro-opinion), and convert top threads into a newsletter or Notion digest. Use visuals, polls, and collaborator quote-retweets to boost shareability and onboard non-crypto audiences with simpler analogies.","roast":"Ash writes five-paragraph dossiers on token launches at 2 a.m., then humbly labels them 'TLDR' — because nothing says humility like a 3,000-word overview of why your token will fail.","win":"A blockbuster data thread tracking 118 TGEs (median -71% FDV) that hit ~498k views and helped shape industry conversation — plus high-engagement deep dives (e.g., the Tabi thread) that earned collaboration with project teams and showcased Ash as a go-to analyst in gaming + tokenomics."},"created":1774560527928,"type":"the analyst","id":"ahboyash"},{"user":{"id":"1292566836098236419","name":"Zeus","description":"Breaking down RWA’s, tokenization & stablecoins. \n\n@RWAFoundation_ @PreStocks","followers_count":25531,"friends_count":5863,"statuses_count":90070,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1986889910880460800/L3hAS4cJ_normal.jpg","screen_name":"ZeusRWA","location":"","entities":{"description":{"urls":[]}}},"details":{"type":"The Analyst","description":"A data-first explainer who turns Real-World Assets, tokenization and stablecoins into clear, actionable insights for builders and investors. 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He believes blockchains and internet-native finance will meaningfully reshape markets and that disciplined valuation (with uncertainty explicitly modeled) is the best way to invest and argue about that future.","facts":"Fun fact: his essay/fund-thesis tweet hit ~425k views and helped cement his Internet Finance narrative. Profile at a glance: 10,524 followers, 2,355 following, ~3,818 tweets. Signature moves: Monte Carlo everything, DCF-first instincts, and essays that spark long threads of debate.","strength":"Exceptional at turning complex finance concepts into repeatable models and crisp threads; strong analytic credibility, persuasive long-form writing, and a knack for making technical nuance feel important and urgent.","weakness":"Can lean too heavily on math and jargon, which risks alienating broader audiences; sometimes appears pedantic or dismissive of high-level intuition; may prioritize precision over shareable storytelling.","roast":"Felipe doesn’t fall in love—he runs a sensitivity analysis on soulmate cash flows, discounts future apologies at 12%, and then tweets the Monte Carlo of regret. 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He’s tweeted 713 times, has 1,840 followers, and one of his GIC posts reached over 7,000 views—so yes, people read long-form finance content if you make it useful and witty.","strength":"Credibility (medical background + finance focus), data-driven analysis, clear explainers for complicated Canadian tax and investment topics, consistent content and community involvement (conference speaker), and an ability to make dry subjects entertaining.","weakness":"Niche focus can limit rapid follower growth; sometimes analysis-heavy posts could scare off casual scrollers; modest engagement relative to content quality—threads and visuals could be underused.","recommendation":"Post X-native threads that summarize blog posts (hook, 5–8 tweets, CTA), add simple visuals/infographics for key numbers, host X Spaces Q&As after major posts, tag and collaborate with Canadian finance creators and physician accounts, pin a clear 'start here' thread (e.g., Home Buyer’s Plan guide), use relatable hooks (pain point + promise), and post during Canadian peak hours. Repurpose threads into short videos or carousels to boost shareability.","roast":"Loonie Doctor explains GICs like they’re a rare tropical disease—thorough, scientifically rigorous, and guaranteed to put an overstressed resident into a 20-minute deep nap—except the financial advice actually helps more than most prescriptions.","win":"Published a definitive Home Buyer’s Plan guide that became a go-to resource for Canadian professionals and produced high-reach analysis (e.g., GIC post with 7k+ views), plus a visible role speaking at the PFIconference—proof his niche expertise resonates."},"created":1774558843953,"type":"the analyst","id":"looniedoctor"},{"user":{"id":"1071484733543079936","name":"Kalshi","description":"Trade on anything: politics, sports, entertainment, crypto, weather, and so much more. 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The account has ~353,929 followers, follows 1,661, and has tweeted 11,665 times.","strength":"Data-first voice that produces viral, shareable headlines; cross-domain coverage (politics, sports, crypto, entertainment); frequent posting cadence and strong CTA skills that convert attention into engagement and platform activity.","weakness":"High-octane, attention-first style can read as sensationalist or invite backlash; reliance on snappy one-liners risks oversimplifying nuance or alienating risk-averse audiences; regulatory and reputational risks inherent to betting-related content.","recommendation":"On X: pin a clear explainer thread on how your odds are generated and why they matter; run recurring 'market close' threads with visuals summarizing wins/losses; host live X Spaces for market commentary and Q&A; cross-promote @KalshiSports and @Kalshi_Culture with themed threads; use short explainer videos and polls to drive follow-to-action conversion; partner with journalists/influencers for credibility boosts.","roast":"Kalshi: the account that hits you with a 69% chance somebody will be indicted and a 100% chance you'll retweet it — because why let nuance ruin a perfectly good probabilistic hot take?","win":"Built a large, engaged audience and mainstreamed prediction-market-style commentary — multiple tweets have gone viral (a top post ~7.6M views), turning event odds into public conversation and driving platform signups."},"created":1774558701505,"type":"the analyst","id":"kalshi"},{"user":{"id":"1145350994806525952","name":"huss 🌊 🟦","description":"“bet more” // quant fund founder // ex tradfi MM, ex investment banker // microstructure+hft nerd // Saudi, Chicago // @UChicagoAlumni","followers_count":73774,"friends_count":2073,"statuses_count":13348,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1521210392466313218/H916OUdg_normal.jpg","screen_name":"Husslin_","location":"Riyadh, Saudi Arabia","entities":{"description":{"urls":[]}}},"details":{"type":"The Analyst","description":"Quant fund founder and microstructure/HFT nerd who turns order‑book quirks into tradeable narratives. Ex‑tradfi market maker and investment banker, Saudi based in Chicago, UChicago alum who lives by a simple credo: “bet more.” Prolific, data‑driven, and unafraid to push markets and Twitter threads alike.","purpose":"To translate deep, technical market microstructure into clear, actionable insights that generate alpha, educate the market, and shape trading narratives—while growing a community that trusts data over hype.","beliefs":"Markets are information machines and reflexive systems; rigorous, data-first analysis beats noise; asymmetric risk-taking wins; transparency and blunt honesty sharpen thinking; intellectual rigor and edge are the currency of influence.","facts":"Fun fact: once golfed with the President (yes, really). Name: huss 🌊 🟦. Locations: Saudi / Chicago. UChicago alumnus. Founder of a quant fund and ex‑MM/ex‑IB. Follower count ~73,774, ~13,348 tweets. Known for viral threads (one Ethereum subpoena thread hit ~884k views) and a widely shared options cheat sheet.","strength":"Deep quantitative expertise in microstructure and HFT, high conviction and clarity of thought, ability to create viral, educational threads, credibility from real market‑making experience, and a large, engaged audience.","weakness":"Brutal candor can polarize and inflame replies; high conviction tweets risk public losses or reputational hits when markets flip; tendency to trade loudly—sometimes the thread arrives before the nuance.","roast":"You treat headlines like speed bumps—slam the brakes, short the news, then thread a ten‑tweet postmortem while wearing your UChicago hoodie. Also, you’ve tweeted so much that your timeline reads like a PhD thesis punctuated by golf pics and the occasional market apocalypse alert.","win":"Built a successful quant fund and one of the largest perp market‑making desks, cultivated a 73k+ audience, and produced market‑moving analysis (e.g., the Ethereum subpoena thread that went viral).","recommendation":"On X, lean into structured value: post concise, charted threads with TL;DR bullets and a one‑line takeaway; pin your best evergreen analysis (options cheat sheet, market‑making explainer); run regular formats (e.g., #MicrostructureMondays, short video explainers, and AMAs via Spaces); collaborate with other crypto/finance voices and crosspost to a newsletter for deeper dives; engage top commenters to turn followers into loyal community; and use polls and short clips to convert passive viewers into subscribers."},"created":1774558326789,"type":"the analyst","id":"husslin_"},{"user":{"id":"1764631141926002689","name":"DCo","description":"Investments and Research.\nAnalysis by humans, for fellow humans.","followers_count":13660,"friends_count":325,"statuses_count":1053,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1766132688316973056/LB-8W7_d_normal.jpg","screen_name":"Decentralisedco","location":"Subscribe →","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"Decentralised.co","expanded_url":"https://Decentralised.co","indices":[0,23],"url":"https://t.co/9AwIbr6mm9"}]}}},"details":{"type":"The Analyst","description":"DCo is a data-first investor-researcher who translates complex crypto and AI trends into clear, usable analysis for builders and investors. Their work blends deep research (dashboards, lists, long reads) with practical synthesis that helps people make decisions. Expect threads, tools, and the occasional spreadsheet love story.","purpose":"To turn noisy markets and fragmented research into rigorous, shareable insights that empower better decisions in crypto and AI — bridging raw data and human judgment so others can build, invest, and debate with confidence.","beliefs":"Values evidence over hype, clarity over buzzwords, and reproducible research over hot takes. Believes that standardized building blocks (protocols, data, tooling) scale industries, and that well-curated information is the infrastructure of smarter markets.","facts":"Fun fact: DCo launched the Crypto Funding Dashboard tracking 10,000+ funding rounds and 5,000+ investors across 15 years. Their Sentient AI List and long-form pieces have repeatedly cleared 80k–140k views, showing their work reaches both niche researchers and broader audiences.","strength":"Exceptional at collecting, organizing, and synthesizing large datasets into actionable stories and tools; credible, research-heavy voice that builds trust; proven ability to ship products (dashboards, lists) that become reference points.","weakness":"Can lean into dense analysis that intimidates casual scrollers; occasionally prioritizes depth over snackable shareability, which can limit viral reach; may underinvest in personality-led engagement.","roast":"You color-code spreadsheets for fun, and your idea of a wild night is turning a chaotic dataset into a neat CSV — congratulations, you’ve peaked as an adult.","win":"Built and launched the Crypto Funding Dashboard (10k+ funding rounds, 5k+ investors, 15 years), turning scattered capital-flow data into a go-to resource for founders, VCs, and researchers.","recommendation":"Keep producing deep threads and dashboards, but package more bite-sized entry points for X: 1) Post a 3-tweet TL;DR before every long thread; 2) Share one striking chart with a one-line insight and a link to the full analysis; 3) Host regular X Spaces or AMAs to turn research into real-time conversations; 4) Pin the Funding Dashboard and Sentient AI List threads, and tag notable contributors to spark shares; 5) Use consistent visual templates and alt text so charts are retweet-ready — marry rigor with a few snackable hooks to grow faster."},"created":1774557897860,"type":"the analyst","id":"decentralisedco"},{"user":{"id":"1464991359807496199","name":"Carl Weische","description":"Founder https://t.co/kf5jx8uHV1","followers_count":38335,"friends_count":200,"statuses_count":2966,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1991891008250908672/NK1KDDMz_normal.jpg","screen_name":"CarlWeische","location":"all important links:","entities":{"description":{"urls":[{"display_url":"acceleratedagency.com","expanded_url":"https://acceleratedagency.com/","indices":[8,31],"url":"https://t.co/kf5jx8uHV1"}]},"url":{"urls":[{"display_url":"acceleratedagency.com/links","expanded_url":"https://acceleratedagency.com/links","indices":[0,23],"url":"https://t.co/EHoP4RTkCh"}]}}},"details":{"type":"The Analyst","description":"Data-first founder who turns messy ecommerce funnels into repeatable revenue machines. Carl publishes bite-sized CRO playbooks and audits 15–20 brands a week to squeeze more conversions out of every click. His advice is tight, tested, and unapologetically results-oriented.","purpose":"To decode what actually moves revenue for ecommerce brands, turn those discoveries into repeatable playbooks, and scale client growth by turning insights into measurable ROI.","beliefs":"Testing beats opinions, numbers don't lie, clarity converts, and small interface or copy changes can compound into massive revenue gains. He believes in repeatable systems, transparent case studies, and guarantees backed by performance.","facts":"Fun fact: Carl studied 38 brands doing $10M+/yr (16 became clients) and audits 15–20 ecommerce businesses every week — so his tips come from actual patterns, not theory. He also runs a founder account with ~38k followers and ~3k tweets.","strength":"Relentlessly analytical and practical: converts complex CRO learnings into short, actionable steps; strong authority from working with many high-revenue brands; high signal-to-noise content that drives engagement and leads.","weakness":"Can come off as overly transactional or repetitive (same funnel templates and guarantees), and the intense focus on metrics can underplay brand storytelling or creative nuance. Also risks sounding boastful when leaning on big-figure claims.","roast":"Carl will audit your checkout in 10 minutes, fix the leak, and then politely invoice you for the emotional trauma of realizing your business was leaving money on the table — efficiency so sharp it doubles as humility therapy.","win":"Built a proven track record working with dozens of 8- and 9-figure brands, studied 38 $10M+ companies (16 clients), and consistently publishes CRO frameworks that drive measurable lifts — enough credibility to guarantee multi-x ROI.","recommendation":"Post more thread case studies showing before/after metrics and exact steps taken (screenshots or short Looms). Pin a conversion-focused portfolio tweet, turn quick audits into short videos, use consistent tweet templates (e.g., 'Study → Fix → Result'), run X Spaces for live audits, and encourage replies by offering one free micro-audit per week to turn replies into leads and proof posts."},"created":1774557608079,"type":"the analyst","id":"carlweische"},{"user":{"id":"53777622","name":"Brian Beamish","description":"Combining strengths of Fundamental & Technical analysis, I provide trade ideas & market commentary to investors around the world.\nNot Investment Advice!","followers_count":18185,"friends_count":779,"statuses_count":23590,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1655038294772826113/cERESDhq_normal.jpg","screen_name":"CRInvestor","location":"Canada","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"substack.com/@tradingwithbr…","expanded_url":"https://substack.com/@tradingwithbrian","indices":[0,23],"url":"https://t.co/kh0QXK9ecw"}]}}},"details":{"type":"The Analyst","description":"A data-first market commentator who blends fundamental and technical analysis to serve trade ideas and clear-market commentary to retail and pro investors. Known for risk-aware position sizing and a teaching-first approach (Not Investment Advice!). Active, contrarian, and relentlessly focused on spotting asymmetric opportunities.","purpose":"To educate traders and investors so they can make disciplined, data-driven decisions — turning market confusion into repeatable edge and helping people escape 'public' performance cycles by giving them clear tools and trade frameworks.","beliefs":"Markets are best approached with evidence, risk management, and humility; price action and fundamentals together tell the clearest story. Education and transparency beat hype, and contrarian setups often hide the biggest asymmetric returns.","facts":"Fun fact: Brian publicly claims he turned $500 into $100k in 2.5 years while never risking more than 5% per position. He’s also prolific — ~23.6k tweets and an engaged following of ~18k.","strength":"Combines rigorous fundamental and technical frameworks, strong risk management discipline, a knack for contrarian calls, and the ability to distill complex ideas into actionable trade ideas and educational content.","weakness":"Can flood the feed (23k tweets) making his voice blend into the noise; bold calls and frequent stance changes (e.g., switching off being a BTC bull) can alienate some followers and invite skepticism; heavy reliance on personality-driven content risks creating dependency rather than independent traders.","recommendation":"Grow on X by packaging high-value analysis into repeatable formats: pin a performance-and-methodology thread, publish concise trade threads with charts and take-profit/stop rules, post short video explainers and annotated charts, host regular Spaces Q&As, and feature case-study threads showing entry, management and outcome. Use consistent hashtags (#trading, #pma4tw, #crypto) and collaborate with fellow analysts to tap new audiences — clarity + reproducible proof builds trust faster than hot takes.","roast":"Brian tweets so much market wisdom that even Bitcoin applies for a 'do not disturb' sign — but give him two charts and a contrarian scent and he’ll convince you to buy something your portfolio forgot it liked.","win":"Publicly documented rookie-to-pro track: turning $500 into $100k in ~2.5 years while applying strict <5% position sizing and building an educational community (TRi) with thousands of engaged followers."},"created":1774557589722,"type":"the analyst","id":"crinvestor"}],"activities":{"nreplies":[],"nbookmarks":[],"nretweets":[],"nlikes":[],"nviews":[]},"interactions":null}},"settings":{},"session":null,"routeProps":{"/creators/:username":{}}}
SuperX
