Published: September 30, 2025
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Overnight gains are accelerating: Silver prices are now up +63% YTD, gold prices up +46% YTD. This makes precious metals one of the best performing asset classes for 2-straight years. All as the US Dollar collapses in its worst year since 1973. We’ve said it before and we

@KobeissiLetter @KobeissiLetter - you Bitcoin bro?

@KobeissiLetter Total gold by countries.

Image in tweet by The Kobeissi Letter

@KobeissiLetter Gold reserves crossing $1T is historic, but here’s the harder truth … if gold’s share of global reserves is exploding while fiat weakens, the system is already repricing trust itself. When central banks hoard metal at this scale, the signal isn’t just inflation hedging … it’s a

@KobeissiLetter Insanity. Gold and silver are usually mediocre assets—this run screams deep-pocket hedging for what’s coming. Could be right, but like @michaeljburry, maybe way too early.

@KobeissiLetter What’s even more insane - the silver physical free float is roughly $14B. Think about how puny that number is.

@KobeissiLetter if silver was a token, CT would be frothing

@KobeissiLetter If you’re still holding only cash, you’re basically getting a front-row seat to watching wealth evaporate. Precious metals and equities are screaming a warning and an opportunity at the same time.

@KobeissiLetter What new era bro? You really think these fuckers will constrain themselves to a currency they can’t manipulate? They will just make new dollar and try to shove it up everybody’s ass

@KobeissiLetter Confirming the metals rally, I am sizing exposure to silver and gold while the dollar trend accelerates.

@KobeissiLetter gold going wild rn 🔥 almost at 4k, feels unreal, u think it smashes through this week or pulls back first?

@KobeissiLetter "US gold reserves" Ha Ha good one! 😂

@KobeissiLetter It either triples from here or it goes unobtanium. Silver is not printed like the currency used to buy it. Silver does and will run out!

@KobeissiLetter If you follow macro on X and YT this gold price surge was broadcast in advance like Daniel Son's crane kick in Karate Kid.

@KobeissiLetter It's happening!

@KobeissiLetter Damn thats crazy

@KobeissiLetter Short squeeze in progress

Image in tweet by The Kobeissi Letter

@KobeissiLetter Incredible momentum for gold and silver, feels like being on the right side of history

@KobeissiLetter It's almost like the US Administration has been conducting bad policy or something...

@KobeissiLetter @grok what assets does the post mention owning

@KobeissiLetter Wow 📈! Precious metals are really holding strong. Does anyone else think now is the time to diversify and explore alternative assets?

@KobeissiLetter metals running like it’s a meme coin season

@KobeissiLetter Own REAL ASSETS.

@KobeissiLetter .. and there’s still a silver lining 🤓 http://marketcrunch.ai/analyze...

@KobeissiLetter Thank You for extensive research everyday bro, it’s super useful.

@KobeissiLetter "Precious metals, best performing asset 2-straight years. All as US Dollar collapses; worst year since '73." Not an issue, Silver 🤔... making headway, although Gold $4000, approx. $200k, 214k nest egg [insured], not bad. Lived through a revolution [Iran], one has priorities.

Image in tweet by The Kobeissi Letter

@KobeissiLetter Wow, didn't realize silver was doing that well! Been thinking about diversifying my investments a bit. Is gold still worth getting into at these prices?

@KobeissiLetter Guess gold's feeling rich

@KobeissiLetter Bullish on $XAUUSD $XAGUSD $XPTUSD

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