According to The Kobeissi Letter, former President Donald Trump announced that Coca-Cola ($KO) has purportedly agreed to use real cane sugar in its Coke products within the United States. This development directly impacts the valuation and market sentiment for Coca-Cola stock ($KO) and the consumer staples sector. For digital asset traders, this specific corporate policy news is isolated from the crypto ecosystem and is not expected to have a direct or measurable impact on the price or trading volume of major cryptocurrencies like Bitcoin (BTC) or Ethereum (ETH).

According to The Kobeissi Letter, a significant new catalyst for Bitcoin (BTC) has arrived as institutional capital can no longer ignore its historical performance. The source highlights that while a 90% return in a single year could be considered an outlier, Bitcoin has maintained a 90% Compound Annual Growth Rate (CAGR) for 13 years. This long-term, high-yield performance is positioning Bitcoin as an asset that institutional investors cannot afford to overlook, signaling a potential shift in large-scale capital allocation.

According to @KobeissiLetter, the firm issued a trade alert for subscribers to take more long positions at the 6260 market level. Following a subsequent announcement of 30% tariffs, which typically introduces market uncertainty, @KobeissiLetter predicted the market would close in the green. The firm later confirmed that these long positions became significantly profitable. This successful navigation of macroeconomic news demonstrates a market dynamic where negative headlines can be absorbed, a sentiment that can influence risk-appetite across all asset classes, including volatile markets like cryptocurrency.

According to The Kobeissi Letter, the primary driver behind Bitcoin (BTC) and Gold surging to record highs is the unprecedented low liquidity in the global government bond market. The source states that bond market liquidity has now fallen below the levels seen during the 2008 financial crisis, prompting investors to seek alternative safe-haven assets, which is directly fueling the rally in both cryptocurrency and precious metals.

According to The Kobeissi Letter, a significant inverse correlation is being observed between the US Dollar and Bitcoin (BTC). The US Dollar has experienced its worst start to a year since 1973, declining 11% year-to-date. Concurrently, Bitcoin's price has surged by 55% since April 2025, reaching a new record high. The analysis suggests this inverse relationship is not a coincidence, indicating that dollar weakness may be a primary driver for the current cryptocurrency bull run.

According to @KobeissiLetter, a significant market dynamic is unfolding as Bitcoin (BTC) has surged over 55% from its April 2025 low to reach a new record high of $115,000. This price rally coincides with the US Dollar experiencing its worst start to a year since 1973, falling nearly 11% in six months. The analysis suggests this inverse correlation is not a coincidence, providing a key macroeconomic signal for traders that a weakening dollar may be fueling Bitcoin's upward momentum.

According to @KobeissiLetter, escalating geopolitical tensions, highlighted by President Trump's remarks concerning Iran, have triggered a flight from risk assets, impacting the cryptocurrency market. Bitcoin (BTC) experienced a 3.8% decline, trading below $104,000, while Ethereum (ETH) and Solana (SOL) both dropped by 7%. Javier Rodriguez-Alarcón, Chief Investment Officer at XBTO, noted that this sudden escalation introduced a significant geopolitical risk premium. This downturn also affected crypto-related stocks, with Coinbase (COIN) and MicroStrategy (MSTR) falling 2-3% and Bitcoin miners like Riot Platforms (RIOT) losing 6-7%. Separately, the New York Stock Exchange has filed a 19b-4 rule change proposal to list the Truth Social Bitcoin and Ethereum ETF from Trump Media and Technology Group. If approved, the fund would hold BTC and ETH in a 3:1 ratio, with Crypto.com serving as the custodian and liquidity provider. This filing is a crucial procedural step but does not guarantee the ETF's launch.

According to @KobeissiLetter, Bitcoin's (BTC) price reversed its weekend gains on Monday, slipping below $108,000 as renewed trade war fears impacted investor sentiment. The downturn followed President Trump's move to impose 25% tariffs on Japan and South Korea effective August 1 and threats of further levies against countries aligned with BRICS, as stated by the White House. This negative pressure erased a brief rally over the weekend, where BTC had topped $109,000 on hopes of imminent trade deals hinted at by Treasury Secretary Scott Bessent. The broader crypto market also saw declines, with Ethereum (ETH) and Solana (SOL) down, although XRP showed relative strength with a gain. The price action reflects the crypto market's sensitivity to macroeconomic policies, mirroring losses in the S&P 500 and Nasdaq.

According to @KobeissiLetter, cryptocurrency markets showed a resilient rally over the weekend, driven by shifting sentiment on U.S. trade policy. Initially, markets were calm despite President Trump's tariff threats against Canada, with Coinbase analysts noting that investors had largely disregarded the economic risks. However, sentiment improved significantly following comments from U.S. Treasury Secretary Scott Bessent, who hinted at finalizing several trade deals before the July 9 deadline, as reported by Reuters. This news spurred a market upswing, with Bitcoin (BTC) gaining over 1% to briefly top $109,000. Other major cryptocurrencies also saw gains, including XRP and Solana (SOL) rising over 2%, and Dogecoin (DOGE) climbing 3%. Current market data shows BTC trading around $108,017 and Ethereum (ETH) at approximately $2,533, reflecting the volatile but optimistic trading environment.

According to @KobeissiLetter, major cryptocurrencies rallied after U.S. Treasury Secretary Scott Bessent hinted at finalizing trade deals before the July 9 tariff deadline, calming market fears. Bitcoin (BTC) gained over 1%, briefly surpassing $109,000, while Ethereum (ETH) rose 1.5% to $2,550, as cited in the report. Other notable gainers included XRP and Solana's SOL, both up over 2%, and Dogecoin (DOGE), which rose 3%. This positive momentum contrasts with an earlier, more muted market reaction to renewed tariff threats against Canada, which Coinbase analysts noted markets had "largely disregarded." Bessent's comments, reported by Reuters, suggested that countries that do not finalize deals by July 9 could face higher tariffs starting August 1, spurring optimism for imminent resolutions.

According to @KobeissiLetter, the cryptocurrency market rallied following hints from U.S. Treasury Secretary Scott Bessent that trade deals could be finalized before the July 9 tariff deadline. This news prompted a positive market reaction, with Bitcoin (BTC) gaining over 1% to briefly top $109,000, while XRP and Solana (SOL) rose over 2%, and Dogecoin (DOGE) increased by 3%, as cited in the report. Bessent stated that countries failing to secure deals by the deadline would see tariffs revert to higher April levels starting August 1. This market optimism contrasts with the previous Friday's muted price action in crypto and significant losses in related stocks like Coinbase (COIN), which fell 6% amid renewed tariff threats against Canada. The initial tariff announcement on April 2 had previously sent BTC down to $75,000 before a 90-day pause was announced, after which the market began its recovery.

According to @KobeissiLetter, major cryptocurrencies including Bitcoin (BTC), Ethereum (ETH), XRP, and Dogecoin (DOGE) rallied after U.S. Treasury Secretary Scott Bessent hinted at finalizing several trade deals before the July 9 tariff deadline. Market data showed Bitcoin briefly surpassed $109,000, with DOGE gaining 3%, while XRP and Solana's SOL token each rose over 2%. This positive movement followed an initially calm market reaction to President Trump's renewed tariff threats against Canada, a situation where markets had "largely disregarded the potential economic risks," as noted by Coinbase analysts in a research report. Bessent stated in a CNN interview, reported by Reuters, that countries would face the previously announced higher tariff levels from August 1 if deals were not reached, creating urgency. In contrast to the crypto rally, related stocks like Coinbase (COIN) and Circle (CRCL) had previously seen significant losses of 6% and 16% respectively.

According to @KobeissiLetter, strong investor demand at a recent 10-year U.S. Treasury auction is undermining the narrative that capital is fleeing government debt for safe havens like Bitcoin (BTC) and gold. Demand for the notes outstripped supply by over 2.5 times, as reported by Exante Data, despite a worsening U.S. debt situation with the national debt exceeding $36 trillion. Meanwhile, the cryptocurrency market has shown little reaction to renewed U.S. tariff threats. Coinbase analysts noted that markets have largely disregarded these potential economic risks, believing the tariffs are unlikely to be as inflationary as previously expected. While Bitcoin (BTC) saw a minor dip of around 0.7%, crypto-related stocks experienced more volatility, with Coinbase (COIN) falling 6% and Circle (CRCL) dropping 16%.

According to KobeissiLetter, major cryptocurrencies including Bitcoin (BTC), XRP, and Dogecoin (DOGE) rallied on prospects of new U.S. trade deals before the July 9 tariff deadline. The analysis highlights comments from U.S. Treasury Secretary Scott Bessent, who stated that several trade deals are close to being finalized, which could avert the reinstatement of higher tariffs on August 1. This macroeconomic development is significant for traders, as the initial tariff announcement in April caused BTC to plummet to $75,000 before recovering above $100,000 during a 90-day pause. Current market data shows BTC trading around $108,104. In a contrasting development, markets remained largely unfazed by renewed tariff threats against Canada. Coinbase analysts suggest this complacency stems from a belief that the tariffs will not be as inflationary as previously feared. This sentiment is reflected in recent price action, with crypto stocks like Coinbase (COIN) and Circle (CRCL) falling 6% and 16% respectively, while major cryptocurrencies saw more muted movements.

According to @KobeissiLetter, major cryptocurrencies including Bitcoin (BTC), XRP, and Dogecoin (DOGE) rallied as markets appeared to shrug off threats of U.S. tariffs. The positive sentiment was reportedly fueled by comments from U.S. Treasury Secretary Scott Bessent, who hinted at finalizing several trade deals before the July 9 tariff deadline. The source material indicates that Bitcoin gained over 1%, briefly surpassing $109,000, while XRP and Solana (SOL) each gained over 2%, and Dogecoin (DOGE) rose 3%. Ethereum (ETH) also saw a 1.5% increase to around $2,550. Despite renewed tariff threats from the White House, analysts noted that markets have largely disregarded the potential economic risks. Current market data shows Bitcoin (BTCUSDT) trading around $108,050, Ethereum (ETHUSDT) near $2,531, and XRP (XRPUSDT) at approximately $2.32, with the latter showing a 2.7% gain in the last 24 hours.

According to The Kobeissi Letter, major cryptocurrencies rallied following hints from U.S. Treasury Secretary Scott Bessent about potential trade deals being finalized before the July 9 tariff deadline. Bitcoin (BTC) gained over 1%, briefly exceeding $109,000, while XRP and Solana (SOL) both rose over 2%, and Dogecoin (DOGE) saw a 3% increase. In an interview with CNN, Bessent stated that President Trump is prepared to reinstate tariffs on August 1 if deals are not expedited, a coercive tactic aimed at rebalancing trade relations. Despite these high-stakes negotiations and a renewed tariff threat against Canada, crypto markets have shown resilience. Analysts noted in a research report that markets seem to be disregarding the potential economic risks, possibly because the inflationary impact is expected to be less severe than initially feared. This contrasts with some crypto-related equities, as Coinbase (COIN) and Circle (CRCL) stocks experienced significant losses of 6% and 16% respectively.

According to @KobeissiLetter, major cryptocurrencies experienced a rally following comments from U.S. Treasury Secretary Scott Bessent suggesting trade deals could be finalized before the July 9 tariff deadline. Bitcoin (BTC) gained over 1%, surpassing $109,000, while XRP and Solana (SOL) each rose over 2%, and Dogecoin (DOGE) jumped 3%. Bessent stated that if deals are not reached by the deadline, tariffs announced on April 2 will be reinstated on August 1. This news follows a period of relative calm in the crypto markets, which had previously shrugged off renewed tariff threats against Canada. Analysts from Coinbase noted that markets have largely disregarded these economic risks because they have not yet been reflected in economic data, suggesting the complacency is likely to continue.

According to @KobeissiLetter, major cryptocurrencies including Bitcoin (BTC), XRP, and Solana (SOL) rallied following comments from U.S. Treasury Secretary Scott Bessent hinting at potential trade deals before the July 9 tariff deadline. The source reports that Bitcoin (BTC) gained over 1%, briefly surpassing $109,000, while XRP and SOL each gained over 2%. Current data shows BTC trading around $109,602, up 1.38% in 24 hours. Bessent stated that if deals are not finalized, higher tariffs announced on April 2 will be reinstated on August 1, as cited by Reuters. Despite new tariff threats against Canada, Coinbase analysts noted that markets have largely disregarded these risks, believing the inflationary impact will be less than previously expected. This positive sentiment in the crypto spot market contrasted with crypto-related stocks, as Coinbase (COIN) and Circle (CRCL) fell 6% and 16% respectively.

According to @KobeissiLetter, major cryptocurrencies, including Bitcoin (BTC), XRP, Solana (SOL), and Dogecoin (DOGE), experienced a price rally on Sunday. This surge is attributed to comments from U.S. Treasury Secretary Scott Bessent, who indicated that several trade deals are close to being finalized before the critical July 9 tariff deadline, as reported by Reuters. Bitcoin (BTC) gained over 1%, surpassing $109,000, with current data showing a price of $109,255.49. Payments-focused XRP and Solana's SOL token each rose over 2%, with XRP trading at $2.27, while Dogecoin (DOGE) saw a 3% increase. Ethereum (ETH) also climbed 1.5% to around $2,576. The report highlights that if negotiations fail by the July 9 deadline, higher tariffs will be reinstated on August 1. This positive market reaction contrasts with the initial market sell-off in April when the tariffs were first announced, causing BTC to drop to $75,000. Despite renewed tariff threats against Canada, markets remained relatively calm on Friday, with Coinbase analysts noting that the potential economic risks have been largely disregarded by investors so far.

According to @KobeissiLetter, the Trump administration has committed to developing 'clear and simple market frameworks' for cryptocurrencies, aiming for the U.S. to dominate the future of crypto and Bitcoin (BTC). This announcement comes as a stablecoin regulation bill gains significant bipartisan support in the U.S. Senate. Concurrently, disclosures from World Liberty Financial's website show that DT Marks DEFI LLC, an entity affiliated with Donald Trump and his family, has reduced its ownership stake in the platform's parent company from approximately 60% to 40%. For traders, the combination of high-level political support for a clearer regulatory environment and the advancement of stablecoin legislation could reduce uncertainty and be a bullish catalyst for the market, particularly for assets like Bitcoin (BTC) and Ethereum (ETH), which were trading up 1.06% and 2.57% respectively at the time of the report.