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.

According to @cas_abbe, Ethereum’s structure remains strongly bullish, with the uptrend line intact since May despite volatility; source: https://twitter.com/cas_abbe/status/2006325573388582970. He is watching a dotted projection toward 4,000 as the next upside focus for ETH; source: https://twitter.com/cas_abbe/status/2006325573388582970. He also notes the upcoming monthly candle close as key for confirming trend strength; source: https://twitter.com/cas_abbe/status/2006325573388582970.

According to @TATrader_Alan, the ETH weekly chart is showing a giant inverse head and shoulders pattern, highlighting a potential bullish setup on Ethereum’s higher time frame (source: @TATrader_Alan). An inverse head and shoulders is widely viewed as a bullish reversal once price breaks above the neckline with strong volume, which traders use as confirmation (source: Investopedia). Traders commonly project a measured move by adding the vertical distance from the head to the neckline to the breakout level and monitor volume expansion on the break (source: Investopedia). Risk management in this pattern often places invalidation or stop-loss levels below the right shoulder low to limit downside if the setup fails (source: Investopedia).

According to @lookonchain, Arthur Hayes’s tracked wallet bought 4.86M ENA worth about $986K and 697,851 ETHFI worth about $485K, with attribution via Arkham’s Arthur Hayes entity page; source: x.com/lookonchain/status/2006291267182018726 and intel.arkm.com/explorer/entity/arthur-hayes. According to @lookonchain, over the past two weeks the same address sold 1,871 ETH worth about $5.53M and then bought 961,113 PENDLE worth about $1.75M, 2.3M LDO worth about $1.29M, 6.05M ENA worth about $1.24M, and 491,401 ETHFI worth about $343K, indicating continued accumulation of DeFi tokens; source: x.com/lookonchain/status/2006194094331290009 and intel.arkm.com/explorer/entity/arthur-hayes.

According to @CNBC, the report identifies 2025’s best and worst performing global stock markets and details where they are headed next, with coverage spanning Asia, Europe, the U.S., and the Americas, providing region-specific performance and forward outlooks for traders to assess rotations and hedging into 2026 (source: CNBC). According to the IMF’s Global Financial Stability Report (Oct 2022), crypto assets have exhibited rising comovement with equities, making CNBC’s regional equity outlooks relevant for risk management in BTC and ETH as broader risk sentiment shifts (source: IMF).

According to @FarsideUK, BlackRock's U.S. Ethereum ETF recorded US$0 million net flow today on 31 Dec 2025 as shown on the Ethereum ETF Daily Flow tracker, source: Farside Investors. This reflects no net creations or redemptions for the fund during the session based on the dataset at farside.co.uk/eth, source: Farside Investors. Traders can review issuer-level ETH ETF flows and related disclosures for additional context at farside.co.uk/eth, source: Farside Investors.

According to Farside Investors, US Ethereum ETFs recorded a total net inflow of $67.9 million on 2025-12-30, with ETHE +$50.2M, ETH +$14.0M, and FETH +$3.7M, while ETHA, ETHW, TETH, ETHV, QETH, and EZET saw no net flow; Source: Farside Investors via X and farside.co.uk/eth. No net outflows were reported among the listed tickers for the session, indicating that all reported moves were positive or flat; Source: Farside Investors via X and farside.co.uk/eth. ETHE accounted for approximately 74% of the day’s aggregate ETF net buying by dollar value, a key data point for traders tracking ETH liquidity; Source: Farside Investors via X and farside.co.uk/eth. Full breakdowns and disclosures are available for verification and day-over-day comparison at farside.co.uk/eth; Source: Farside Investors via X and farside.co.uk/eth.

According to @jp_mullin888, the ERC20 version of the OM token will be deprecated in just over two weeks and holders are urged to migrate now, source: @jp_mullin888 on X, Dec 31, 2025. The post signals a firm cutoff for ERC20 OM and makes the migration time-sensitive for traders seeking to avoid holding a deprecated asset, source: @jp_mullin888 on X, Dec 31, 2025. No contract details or links were provided in the post, so market participants should confirm official instructions on the project’s verified channels before acting to mitigate operational risk, source: @jp_mullin888 on X, Dec 31, 2025.

According to @lookonchain, over the past 2 weeks Arthur Hayes sold 1,871 ETH (about $5.53M) and bought 961,113 PENDLE ($1.75M), 2.3M LDO ($1.29M), 6.05M ENA ($1.24M), and 491,401 ETHFI ($343K), for total reported DeFi purchases of roughly $4.62M (source: Lookonchain post on X, Dec 31, 2025). The wallet attribution to Arthur Hayes is listed on Arkham Intel’s entity page for Arthur Hayes (source: Arkham Intel entity page).

According to @ai_9684xtpa, a whale that accumulated 8,550 ETH at an average price of $2,991 about a week ago has started reducing exposure, as tracked via the referenced Arkham Intelligence wallet 0x237B5AD89D6513630B71BbF783C1EdCc84FB6aAb (source: @ai_9684xtpa; Arkham Intelligence). The wallet transferred 3,000 ETH, approximately $8.93 million, to Binance about 10 hours before the post; if sold at current levels at that time, the tranche would realize an estimated $43,000 loss (source: @ai_9684xtpa). From last week’s build, 5,550 ETH remain with an unrealized loss of roughly $46,000, while the broader wallet still holds 22,981 ETH as cited alongside the wallet address on Arkham Intelligence (source: @ai_9684xtpa; Arkham Intelligence).

According to @FarsideUK, Fidelity’s US spot Ethereum ETF recorded US$3.7 million in daily flow on Dec 31, 2025, based on Farside’s Ethereum ETF flow tracker data (source: Farside Investors on X; Farside.co.uk/eth). Traders can compare this issuer-level figure with total net flows across all US Ethereum ETFs on the Farside dashboard to gauge primary market demand for ETH exposure during the US session (source: Farside.co.uk/eth). Monitoring whether daily flows remain positive or negative across issuers on the Farside dataset can help contextualize ETH sentiment for short-term positioning and liquidity assessment (source: Farside.co.uk/eth).

According to @KobeissiLetter, 52% of Americans in December expected higher stock prices over the next 12 months, one of the strongest readings since this question began in 1987 (source: @KobeissiLetter). Since April 2025, the bullish share is up about 15 points, signaling elevated retail risk appetite that equity traders track for positioning (source: @KobeissiLetter). For crypto, equity risk-on sentiment has historically spilled over into digital assets as stock–crypto correlations increased notably after 2020, affecting BTC and broader market beta (source: International Monetary Fund, 2022). Traders also monitor extreme optimism as a contrarian input, as unusually high bullish sentiment has preceded below-average forward equity returns in AAII studies, informing risk management for BTC and ETH during equity-driven moves (source: American Association of Individual Investors, Sentiment Survey research).

According to @lookonchain, the entity identified as Bitmine linked to Tom Lee of Fundstrat purchased 32,938 ETH worth about 97.6 million dollars and staked 118,944 ETH worth about 352.16 million dollars over the past four hours, source: @lookonchain on X. Arkham Intelligence attributes these flows to address 0xDAa1f94872824eBd50240e1FF5105A7B2003eC8e under the Bitmine entity label, corroborating the purchase and staking activity, source: Arkham Intelligence Bitmine entity explorer and the specified address explorer. In total, 151,882 ETH moved in this window, with staking representing roughly 78 percent of the total, highlighting a preference for staking over immediate transfer, source: @lookonchain on X; Arkham Intelligence entity and address explorers. Staked ETH participates in validation and requires exiting and withdrawals before becoming transferable, which reduces immediately tradable supply while staked, source: Ethereum.org Staking documentation.