According to @CoinMarketCap, Ethereum co-founder Vitalik Buterin published an essay arguing that decentralization and technological diffusion can help prevent extreme concentrations of power that could lead to societal crises, highlighting decentralization as the core topic of the new publication; source: @CoinMarketCap on X, January 1, 2026. For market context, the post does not include price, on-chain, or policy details; traders focused on ETH narrative flow can note the publication timing and theme; source: @CoinMarketCap on X, January 1, 2026.

According to @FarsideUK, BlackRock's US Ethereum ETF recorded a daily net flow of negative 21.5 million US dollars on January 1, 2026; source: @FarsideUK Twitter post dated January 1, 2026 and Farside Ethereum ETF flows dashboard at farside.co.uk/eth.

According to @FarsideUK, US Ethereum ETFs recorded a total net outflow of 72 million dollars on 2025-12-31, source: Farside Investors tweet dated Jan 1, 2026 and dataset at farside.co.uk/eth. Outflows were concentrated in ETH at 32 million, ETHA at 21.5 million, and ETHV at 14.1 million, with smaller outflows in FETH at 2.2 million and EZET at 2.2 million, while ETHW, TETH, QETH, and ETHE reported zero flow, source: @FarsideUK dataset at farside.co.uk/eth. ETF creation and redemption processes link fund flows to transactions in the underlying asset, a structural feature traders track when assessing ETH spot and derivatives liquidity, source: U.S. Securities and Exchange Commission Investor Bulletin Exchange-Traded Funds and @FarsideUK dataset at farside.co.uk/eth.

According to @FarsideUK, Fidelity’s Ethereum ETF recorded a daily net outflow of 2.2 million US dollars, indicating redemptions exceeded creations for the day. Source: @FarsideUK; Farside Investors farside.co.uk/eth The flow figure is reported on Farside Investors’ Ethereum ETF flow tracker alongside methodology notes and disclaimers. Source: Farside Investors farside.co.uk/eth

According to Farside Investors, Grayscale ETHE recorded US$0 million net flow on Jan 1, 2026 (source: https://twitter.com/FarsideUK/status/2006536273872269619; source: https://farside.co.uk/eth/). This reflects no net inflows or outflows for ETHE for the day, based on the same Farside Ethereum ETF flow dashboard data (source: https://farside.co.uk/eth/). Traders can monitor intraday and subsequent updates on Farside’s ETH ETF flow table for any changes that could impact ETH liquidity tracking (source: https://farside.co.uk/eth/).

According to @OnchainLens, a newly created wallet linked to Jez (@aerobatic) deposited 2.06 million USDC to HyperLiquid and opened 20x leveraged long positions in BTC, ETH, and SOL. Source: https://twitter.com/OnchainLens/status/2006530163836858566; https://hyperbot.network/trader/0x2457CbddBED202b7a3f5C21B3fb37058cbdfC871 Traders can monitor the associated trader address 0x2457CbddBED202b7a3f5C21B3fb37058cbdfC871 on HyperLiquid’s HyperBot page for live position updates and risk tracking. Source: https://hyperbot.network/trader/0x2457CbddBED202b7a3f5C21B3fb37058cbdfC871; https://twitter.com/OnchainLens/status/2006530163836858566

According to Onchain Lens, a newly created wallet withdrew 5,798 ETH worth $17.24 million from Kraken and transferred it to another wallet, with the reported source and destination addresses 0xf303793601F48b70fC85F226CA2e8B9eAeA9Cca1 and 0x1e300045FF0b89cC0330A4FA45e08abc773aE8EE, reported on Jan 1, 2026, source: Onchain Lens. Based on the stated amounts, the implied transfer value is approximately $2,973 per ETH, which can help benchmark execution versus spot at the alert time, source: Onchain Lens. This confirms a net exchange outflow of 5,798 ETH from Kraken to an external address that traders can monitor for any follow-on on-chain activity, source: Onchain Lens.

According to Watcher.Guru, over $9 trillion was added to the US stock market in 2025, signaling a large increase in aggregate equity market value that traders are watching for cross-asset impact, source: https://twitter.com/WatcherGuru/status/2006490463671660818. Traders can verify the change in aggregate US equity capitalization via the Wilshire 5000 Total Market Full Cap Index level as a cross-check, source: https://fred.stlouisfed.org/series/WILL5000INDFC. For crypto, equities and Bitcoin have become more correlated since 2020, meaning strong equity performance has historically coincided with stronger BTC and ETH during risk-on episodes, source: https://blogs.imf.org/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-implying-creeping-risk-for-financial-stability/. Trading takeaway: when equity-crypto correlations are positive, sustained US stock market gains can act as a tailwind for BTC and ETH momentum and liquidity, source: https://blogs.imf.org/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-implying-creeping-risk-for-financial-stability/.

According to @StockMKTNewz, citing The Wall Street Journal, Saks Global is preparing to file for bankruptcy within days after missing an interest payment on debt used to buy Neiman Marcus (source: @StockMKTNewz; The Wall Street Journal). IMF research has documented stronger post-2020 correlation between crypto and equities, making U.S. consumer discretionary credit events relevant for monitoring BTC and ETH trading conditions even though the reported development does not mention any direct crypto exposure (source: International Monetary Fund, 2022; @StockMKTNewz).

According to @StockMKTNewz, the Russell 2000 closed the year with an 11.4 percent gain. source: @StockMKTNewz on X, Dec 31, 2025. The Russell 2000 represents U.S. small-cap equities and can be accessed via the iShares Russell 2000 ETF, ticker IWM. source: FTSE Russell index overview; iShares IWM fund description. For crypto market participants, equity risk sentiment is a tracked input because Bitcoin and other digital assets have exhibited periods of positive correlation with U.S. equity indices in 2023–2024. source: Kaiko Research correlation reports 2023–2024. The index’s 2025 gain provides a reference point for cross-asset risk sentiment tracking alongside BTC and ETH price action. source: @StockMKTNewz; Kaiko Research.

According to Charlie Bilello, the S&P 500 (SPX) ended 2025 up nearly 18%, exceeding broad expectations and offering a strong risk backdrop that many crypto traders track as a macro signal for cross-asset sentiment (source: Charlie Bilello on X, Dec 31, 2025; bilello.blog/newsletter).

According to @charliebilello, the combined annual revenue of the seven largest US semiconductor companies rose 93% over the past two years to a record 451 billion dollars, indicating sector-leading topline momentum versus the broader market (source: @charliebilello on X, Dec 31, 2025). According to @charliebilello, overall S&P 500 revenues increased 11% in the same period, underscoring semiconductors’ outsized growth relative to index-level sales trends (source: @charliebilello on X, Dec 31, 2025). For crypto-focused traders, the post provides no direct linkage to digital assets or tokens such as BTC or ETH, so any crypto-market impact is not specified in the source (source: @charliebilello on X, Dec 31, 2025).

According to CNBC, the S&P 500 is on a rare streak of high returns, prompting a look at what historical patterns may imply for 2026; source: CNBC. Historical data show that U.S. midterm election years have typically been the weakest of the four-year presidential cycle for the S&P 500, with elevated volatility and rebounds often concentrated later in the year, based on Stock Trader’s Almanac data summarized by Fidelity Investments; source: Fidelity Investments. Research from the International Monetary Fund finds that crypto assets have moved more in sync with U.S. equities since 2020 (the BTC–S&P 500 return correlation rose to roughly 0.36 in 2020–2021 from near zero pre-pandemic), indicating that shifts in the S&P 500 trend in 2026 can materially influence BTC and ETH performance; source: International Monetary Fund.

According to the source, the Ethereum mainnet processed 2.2 million transactions on Tuesday, marking a new single-day record for the layer-1 network; this highlights a surge in on-chain demand that traders should track for fee and liquidity conditions. Source: X post dated Dec 31, 2025. Higher demand raises the EIP-1559 base fee, which is burned, increasing ETH’s burn rate and tightening net supply when activity is elevated. Source: Ethereum.org (EIP-1559 fee mechanism and fee burn documentation). Rising utilization typically lifts average transaction costs and can impact on-chain execution timing for swaps and arbitrage, making gas price and base fee key indicators for intraday strategy. Source: Ethereum.org (fees increase with network demand under EIP-1559). Traders can monitor real-time gas, base fee, and burn metrics to assess whether fee pressure persists into upcoming sessions. Source: Etherscan Gas Tracker and Ultrasound.money burn dashboard.

According to @StockMKTNewz, the Nasdaq-100 ETF QQQ is on pace to finish the year up more than 20% for the third consecutive year as of December 31, 2025 (source: @StockMKTNewz). QQQ tracks the Nasdaq-100 Index and is widely used as a proxy for U.S. mega-cap technology exposure, which makes it a key benchmark for growth-equity momentum (source: Invesco). The source did not provide additional breakdowns or any direct references to crypto assets such as Bitcoin (BTC) or Ethereum (ETH) (source: @StockMKTNewz).

According to CNBC, the Dogs of the Dow strategy "worked pretty well" in 2025 and CNBC highlighted stocks to target for 2026, source: CNBC. The Dogs of the Dow rule buys the 10 highest dividend yield Dow Jones Industrial Average components at year-end and rebalances annually, guiding traders to screen the highest-yield Dow stocks into early January 2026, source: Dogs of the Dow. Performance versus the Dow benchmark is publicly tracked by Dogs of the Dow, enabling assessment of whether the dividend yield tilt remains effective, source: Dogs of the Dow. Because crypto assets such as BTC and ETH have shown rising correlation with equities since 2020, equity factor rotations like a shift toward high-dividend Dow stocks can influence crypto risk appetite and cross-asset flows, source: International Monetary Fund.

According to @StockMKTNewz, the U.S. stock market opened the final trading day of the year in the red, signaling a risk-off start to December 31, 2025 (Source: @StockMKTNewz on X, Dec 31, 2025). Research shows Bitcoin and U.S. equities have exhibited stronger return correlations since 2020, increasing the likelihood of cross-asset moves when stocks weaken (Source: IMF, Crypto Prices Move with Equity Markets, 2022; BIS, Quarterly Review analysis on crypto–macro linkages, 2022). Crypto traders should monitor BTC and ETH price action around the U.S. cash session for potential spillovers consistent with these documented correlations (Source: IMF 2022; BIS 2022).

According to @CoinMarketCap, CMC20 is a fully on-chain index that tracks the top 20 cryptocurrencies, is rebalanced monthly, and is designed to be transparent and tradable to provide broad market exposure. Source: @CoinMarketCap. @CoinMarketCap stated the index entered the market in November and is built for everyone, offering a tradable on-chain vehicle to access the market’s top-cap assets. Source: @CoinMarketCap.

According to @CNBC, Zoom (ZM) is positioned for a strong 2026 and a defined-risk options trade is highlighted that allows traders to participate in gains while limiting losses, signaling a bullish yet controlled exposure to ZM into next year (source: CNBC post dated Dec 31, 2025). According to IMF research, periods of stronger tech equity risk appetite have shown higher correlation with crypto performance, so constructive ZM sentiment can be monitored as a risk-on cue for BTC and ETH if it reflects broader growth-tech momentum (source: IMF analysis on rising crypto–equity correlations, 2022).

According to @OnchainDataNerd, in the last 24 hours Arthur Hayes withdrew 9.68M ENA (about $1.97M), 1.06M ETHFI (about $735k), 441k LDO (about $260k), and 2.774M PENDLE (about $515k) on-chain, source: @OnchainDataNerd on X, Dec 31 2025, post 2006328282783023414. According to @OnchainDataNerd, Bitmine withdrew 32,938 ETH (about $97.6M) from FalconX, source: @OnchainDataNerd on X, Dec 31 2025, post 2006328282783023414. According to @OnchainDataNerd, the referenced addresses were shared at https://t.co/DW5p7OM7dZ and https://t.co/fXAVaARN4I for verification, source: @OnchainDataNerd on X, Dec 31 2025, post 2006328282783023414.