According to @Matt_Hougan, strength in Ethereum (ETH) and Solana (SOL) is mutually reinforcing and shifts focus from zero‑sum competition to expanding overall crypto market value. Source: @Matt_Hougan on X, Dec 4, 2025. Large‑cap crypto assets including ETH and SOL exhibit persistent positive return correlations and shared liquidity regimes, supporting spillover rallies across L1 ecosystems. Source: Kaiko Research, Market Correlations in Crypto, 2024. When ETH spot/perp volumes and market depth expand, sector beta typically rises and alt‑L1s capture incremental flows, making ETH momentum a practical signal for SOL exposure and vice versa. Source: Kaiko Research 2024; Coin Metrics, State of the Network 2024. Actionable setup: track 30–90 day ETH–SOL rolling correlation, funding rates, perp basis, and 1% order‑book depth to time sector rotation and pair trades while managing slippage. Source: Deribit Insights 2024; Kaiko Liquidity Metrics 2024.

According to @VitalikButerin, he posted the single word 'fusaka' on X on Dec 3, 2025, with no links or context and no mention of Ethereum ETH upgrades, EIPs, or code changes, so based on the post alone it offers no explicit trading catalyst or fundamental signal; source: https://twitter.com/VitalikButerin/status/1996335948137926695

According to the source, Charles Schwab reportedly plans to offer Bitcoin (BTC) and Ethereum (ETH) trading in early 2026. As of publication, no confirming announcement appears on Charles Schwab’s Newsroom or Investor Relations pages, and no related filing is visible on SEC EDGAR, according to Charles Schwab and the U.S. SEC. Currently, Schwab and TD Ameritrade clients can access crypto exposure via trading of US-listed spot Bitcoin ETFs and CME Bitcoin futures, rather than direct coin trading, according to Charles Schwab, TD Ameritrade, and CME Group. If officially confirmed, this would add another major US brokerage on-ramp alongside Fidelity and Robinhood, which already offer crypto trading, a dynamic traders monitor for potential liquidity and retail participation effects during US market hours, according to Fidelity and Robinhood disclosures.

According to the source, a Dec 3, 2025 post on X claims the 12 trillion dollar asset manager BlackRock said rising US national debt will accelerate crypto adoption, signaling a potential macro tailwind for digital assets. Source: public social media post on X dated Dec 3, 2025. Because the post does not include an official press release or filing, traders should treat the headline as unverified and seek confirmation via BlackRock’s official newsroom or SEC EDGAR before positioning. Source: BlackRock Newsroom and SEC EDGAR. If confirmed, the message aligns with prior public commentary that Bitcoin functions as digital gold, a view stated by BlackRock CEO Larry Fink, which historically supports demand for BTC during debt and debasement concerns. Source: CNBC interview with Larry Fink in July 2023. Near term, monitor spot BTC price, perpetual funding rates, and futures basis for momentum shifts following macro headlines. Source: CME Bitcoin futures dashboard and major derivatives exchanges public metrics. Track daily creations and redemptions for US spot Bitcoin ETFs including iShares IBIT to gauge institutional flow through from macro narratives. Source: iShares ETF website issuer daily flow reports and Cboe or Nasdaq listing data. Also watch the US Dollar Index DXY and Treasury yields for cross asset confirmation since crypto often reacts to tightening financial conditions. Source: ICE for DXY data and US Department of the Treasury for yield data.

According to CNBC, President Vladimir Putin said Russia is ready for war with Europe and recent Ukraine peace talks failed to deliver a breakthrough, elevating geopolitical risk for global markets. source: CNBC In prior Russia‑Ukraine escalations, Brent crude jumped above 120 dollars per barrel in March 2022 and European TTF gas spiked above 300 euros per MWh in August 2022, underscoring how supply risk can rapidly reprice energy and related equities. source: IEA; EIA Geopolitical shocks have historically driven safe‑haven demand into the US dollar and gold while pressuring the euro, highlighting potential FX and commodity volatility if tensions rise. source: BIS Crypto has behaved more like a risk asset since 2020, with rising BTC and ETH correlation to equities, implying geopolitical risk can spill over into digital assets and stablecoin liquidity conditions. source: IMF

According to @simplykashif, Kevin Hassett — described as a former Coinbase advisor — is likely to be named the next Federal Reserve Chair by Donald Trump; source: @simplykashif on X, Dec 3, 2025. According to the source, traders should be alert to headline-driven repricing across rate expectations and crypto risk sentiment and typically monitor CME FedWatch probabilities, front-end Treasury yields, the U.S. Dollar Index, and BTC and ETH volatility during Fed leadership news; source: CME Group FedWatch Tool and ICE U.S. Dollar Index references cited by market participants.

According to the source, Kraken plans to acquire tokenization platform Backed Finance, pointing to an exchange push into real-world asset (RWA) products that run largely on Ethereum. Source: X post https://twitter.com/DecryptMedia/status/1995988676015267881 Backed Finance issues tokenized securities linked to traditional assets on public blockchains, a core driver of the RWA narrative that can influence ETH-based activity and listings pipelines on major venues. Source: Backed Finance official site https://backed.fi For traders, a completed deal would make Kraken a higher-probability venue for RWA listings and custody flows, warranting monitoring of ETH spot-liquidity, on-chain RWA token volumes, and any exchange announcements on product integrations or listings timelines. Source: X post https://twitter.com/DecryptMedia/status/1995988676015267881; Backed Finance official site https://backed.fi

According to @KobeissiLetter, Polymarket implies an 81% probability that White House Economic Advisor Kevin Hassett will be named the next Fed Chair (source: Polymarket via @KobeissiLetter). According to @KobeissiLetter, President Trump stated he has selected the next Fed Chair and will announce it "soon," elevating near-term announcement risk (source: @KobeissiLetter). According to @KobeissiLetter, this prediction-market pricing reflects market positioning into the decision and can be used as a real-time gauge of policy expectations (source: Polymarket odds cited by @KobeissiLetter). According to @KobeissiLetter, a "new era of monetary policy" is coming, and traders tracking BTC and ETH can monitor the Polymarket contract as a live indicator ahead of the announcement (source: @KobeissiLetter and Polymarket).

According to @LexSokolin, AI agents require programmable money, 24/7 settlement, and smart contracts, positioning crypto rails—not banks—as their native payment stack for machine-to-machine commerce (source: Lex Sokolin (@LexSokolin) on X, Dec 2, 2025). He states that stablecoins settle instantly and remove the need for a human in the loop, implying that autonomous agents will favor on-chain stablecoin payments over traditional banking hours (source: Lex Sokolin (@LexSokolin) on X, Dec 2, 2025). For traders, this thesis centers stablecoins and smart contract networks as the venues to watch for agent-driven payment flow, with attention on platforms and assets aligned to these functions such as Ethereum (ETH) and major stablecoins like USDT and USDC (source: Lex Sokolin (@LexSokolin) on X, Dec 2, 2025). Actionable on-chain signals to monitor include growth in stablecoin transfers, smart contract interactions tied to automated payments, and 24/7 settlement usage by autonomous workflows to validate the adoption trend (source: Lex Sokolin (@LexSokolin) on X, Dec 2, 2025).

According to @cz_binance, the question refers to whether quantitative easing (QE) may be back on the table, as he replied to an X post by The Kobeissi Letter, highlighting a potential shift in central-bank liquidity that traders watch closely for crypto impact (source: CZ on X; The Kobeissi Letter on X). QE is defined by the Federal Reserve as large-scale asset purchases that expand the central bank’s balance sheet, increase bank reserves, and put downward pressure on longer-term interest rates to ease financial conditions (source: Board of Governors of the Federal Reserve System). Crypto traders monitor USD liquidity proxies such as the Fed’s Total Assets in the H.4.1 release and the U.S. Treasury General Account (TGA), which mechanically add or drain bank reserves and can influence risk appetite for digital assets like BTC, ETH, and BNB (source: Federal Reserve H.4.1 statistical release; U.S. Department of the Treasury Daily Statement). Historically, balance-sheet expansion and lower term premia have been associated with easier financial conditions and stronger risk-taking across assets, which traders often interpret as supportive for crypto, though outcomes are not guaranteed and correlations can shift (source: Federal Reserve research on asset purchases and term premia; Bank for International Settlements research on global liquidity and risk assets). Trading checklist: track the weekly Fed balance sheet (H.4.1), the TGA path and bill/coupon mix in Treasury updates, and upcoming FOMC communications to verify any actual move toward QE or liquidity facilities before positioning in BTC, ETH, and higher-beta altcoins (source: Federal Reserve; U.S. Department of the Treasury). Until an official policy signal is evident, treat QE talk as a liquidity watch theme, not a confirmed catalyst, and manage leverage and funding-rate exposure accordingly in crypto derivatives (source: Federal Reserve policy communications archive; CME derivatives market references).

According to @CNBC, weakness in crypto markets has tripped up broader markets' festive mood into year-end, indicating a cooler risk tone across risk assets (source: @CNBC). According to @CNBC, its Daily Open frames crypto as the primary drag on risk appetite for the session, signaling a cautious setup for short-term traders watching cross-asset sentiment (source: @CNBC).

According to the source, frontier AI models demonstrate human-level capability in exploiting smart contracts, signaling a material security vector that traders should factor into DeFi risk management, source: the source. DeFi smart contracts have been the largest target category in crypto hacking by value, concentrating market risk on Ethereum-based protocols and related tokens, source: Chainalysis Crypto Crime Report 2024. Actionable watchpoints include tracking real-time security advisories from blockchain security teams and monitoring TVL shifts in major DeFi pools to assess potential spillover to ETH and DeFi token liquidity, source: CertiK Alert and DefiLlama.

According to @cryptorover, the Federal Reserve injected $13.5B into the banking system via overnight repos, the second-largest liquidity boost since COVID and above the dot-com peak (source: Crypto Rover on X, Dec 2, 2025). For traders, repo operations add bank reserves and system liquidity, a mechanism detailed by the New York Fed’s Standing Repo Facility documentation and historically supportive for risk assets including BTC and ETH when sustained (sources: Federal Reserve Bank of New York SRF overview; Coin Metrics research on Bitcoin and global liquidity). Watch DXY and front-end yields for confirmation of easing conditions that can spill over to crypto beta and altcoin liquidity (sources: Federal Reserve Board H.4.1 and NY Fed market operations data; U.S. Treasury yield data).

According to @0xjatkins, a new bull market is coming, as stated in a Dec 2, 2025 X post that also linked to a post by MacroScope17, indicating a bullish stance without accompanying data or metrics. Source: @0xjatkins on X (Dec 2, 2025). The post did not include specific price levels, macro indicators, or on-chain evidence, so traders should treat it as sentiment rather than a confirmed market signal. Source: @0xjatkins on X (Dec 2, 2025). For confirmation, market participants commonly watch whether BTC and ETH establish higher highs with rising participation via funding rates and open interest to validate risk-on conditions. Sources: CME Group education on open interest; Binance Academy explainer on funding rates. Given the absence of supporting data in the post, applying standard risk management (defined stop-losses, position sizing) is prudent when trading sentiment-driven calls. Sources: CFA Institute materials on risk management; Binance Academy trading risk management basics.

According to @BullTheoryio, the U.S. ISM Manufacturing PMI for November printed 48.2, signaling continued contraction per the Institute for Supply Management’s November 2025 Manufacturing ISM Report On Business and ISM’s methodology that classifies readings below 50 as contraction. The last two major altcoin runs coincided with ISM readings above 55 in 2017 and 2021, as evidenced by ISM historical PMI data and the surge in crypto market cap ex-BTC on TradingView’s TOTAL2 series during those periods. With PMI still sub-50, a prudent approach is to prioritize liquidity in majors like BTC and ETH and wait for a sustained PMI move back above 50 and toward 55 as allocation triggers, using ISM’s monthly releases and market breadth confirmation on TradingView. This framing keeps risk aligned with macro momentum, anchored to ISM data and cross-checked against historical crypto cycle behavior on TradingView.

According to @StockMKTNewz, the reported shortlist for the next Federal Reserve Chair includes Kevin Hassett, Kevin Warsh, Christopher Waller, Michelle Bowman, and Rick Rieder, as posted on Dec 1, 2025, source: @StockMKTNewz. No official confirmation or selection timeline was provided in the post, which leaves near-term policy leadership uncertain, source: @StockMKTNewz. For trading, monitor fed funds futures-implied probabilities and the U.S. 2-year Treasury yield to track any repricing of the policy path on this headline risk, source: CME Group and U.S. Department of the Treasury. Crypto traders should track BTC and ETH alongside USD moves via the DXY and overall rates volatility, as these benchmarks are commonly used to assess macro risk sentiment during Fed leadership headlines, source: ICE (DXY) and major crypto exchanges for BTC and ETH spot/derivatives dashboards.

According to @lisaabramowicz1, citing Deutsche Bank, the Magnificent 7 cohort has gained almost 300% since ChatGPT’s launch three years ago. According to Deutsche Bank’s chart shared by @lisaabramowicz1, measuring from the ChatGPT rollout underscores persistent AI-led leadership in U.S. mega-cap equities since late 2022. According to the IMF, correlations between U.S. equities and crypto assets such as BTC and ETH rose notably during risk-on phases in 2020–2022, so sustained AI equity strength can inform crypto risk sentiment and positioning.

According to @ai_9684xtpa, Zama has opened a public token sale using a blind Dutch auction on Ethereum mainnet, offering 10% of the total token supply; bidders submit a price and quantity, can update or cancel until the auction ends, and settle at the final clearing price, source: auction.zama.org and Zama on X at x.com/zama/status/1995441582598689017. The author states this format reduces gas wars and MEV sniping and enables more truthful bids and flexible timing for participants, source: @ai_9684xtpa. The same thread flags project-side risks including below-expected pricing and potential whale concentration, which traders should consider for post-auction liquidity and price discovery, source: @ai_9684xtpa. For valuation context, the author references Zama’s June Series B at a $1B valuation that some bidders may use as an anchor for pricing, source: @ai_9684xtpa.

According to @CNBC, Ukraine peace talks are shifting to Moscow and it remains unclear whether President Putin will participate, source: @CNBC. Geopolitical risk shocks are associated with higher asset volatility, making the timing and outcome of the talks market-relevant, source: Federal Reserve Board (Caldara and Iacoviello, Geopolitical Risk Index). Crypto increasingly trades like a risk asset alongside equities during shocks, so traders should monitor Brent crude, European natural gas, EUR and regional FX, and volatility in BTC and ETH into the talks window, source: International Monetary Fund (Global Financial Stability Report).

According to the source, Bitcoin (BTC), Ethereum (ETH), and XRP fell sharply today, triggering roughly 637 million in crypto derivatives liquidations across major exchanges over the last 24 hours.