According to @moonshot, the S&P 500 recorded its highest close in history with SPX referenced at 6900 on Jan 10, 2026, relayed from Degenerate News on X (source: @moonshot on X). Historically, rising US equities have coincided with stronger positive BTC-SPX correlations, indicating a risk-on backdrop that can increase beta transmission to Bitcoin (BTC) and Ethereum (ETH) during such equity strength (source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, Jan 2022).

According to @santimentfeed, social data shows the biggest midweek jumps in discussion for SOL, ETH, BTC, MSTR, LTC, and XRP, highlighting where traders are currently focused (source: Santiment). SOL chatter is tied to a bullish recovery, 2026 price talk, reported institutional interest including mentions of Morgan Stanley ETF filings with the U.S. SEC, network upgrades, tokenization, and ETF inflows driving momentum and participation (source: Santiment). ETH mentions center on price action, technology, DeFi and institutional use, payments, and a spot ETH ETF filing attributed to Morgan Stanley as a driver of adoption narratives (source: Santiment). BTC discussion highlights ETF developments, major institutional entrants, Japan nearing a Bitcoin ETF approval, whale accumulation, reduced exchange supply, and price references around 91,500–93,000 (source: Santiment). MSTR debate includes its stock volatility, MSCI index status, and the impact of its BTC treasury on crypto sensitivity, with MSCI retaining MSTR in indexes linked to a price lift (source: Santiment). LTC discourse focuses on blockchain infrastructure relevance, hiring for Litecoin node management at Fidelity Digital Assets, trading community activity, and liquidity on venues like Bison (source: Santiment). XRP buzz cites institutional interest, strong ETF inflows and net assets, technical signals versus BTC, adoption in Japan, bridge-asset use, post-SEC-case regulatory clarity, and increased mainstream attention including CNBC mentions (source: Santiment).

According to Erik Voorhees, Walmart does not accept Apple Pay and he highlighted a claim that CNBC reported Walmart will accept Bitcoin BTC, Ethereum ETH, and other crypto for in-store payments to a large customer base. Source: Erik Voorhees on X, Jan 5, 2026. For trading, treat the payments claim as unconfirmed and wait for primary verification from Walmart corporate communications or a CNBC report before positioning on it. Source: Erik Voorhees on X, Jan 5, 2026.

According to @AltcoinDaily, CNBC reported that the US government could seize Venezuela’s Bitcoin (BTC) and Ethereum (ETH) reserves. Per @AltcoinDaily’s post, a CNBC video is linked but no specifics on amounts, timing, or legal process are provided in the post. CNBC is the source referenced by @AltcoinDaily for the potential seizure.

According to @KobeissiLetter, U.S. stock indices opened sharply higher in early trade, with the S&P 500 back above 6,900 in an initial reaction to weekend events; source: The Kobeissi Letter on X, Jan 5, 2026. For crypto markets, equity risk-on episodes have historically aligned with higher short-term beta in BTC and ETH when cross-asset correlations rise; source: International Monetary Fund, Crypto Prices Move More in Sync With Stock Markets (Oct 2022). Equity surges are typically associated with lower implied volatility (VIX), a dynamic that can ease cross-asset risk premia and support liquidity conditions; source: Cboe Global Markets, VIX methodology and historical relationship notes.

According to @EmberCN, Bitcoin treasury company @Strategy (MSTR) purchased 1,287 BTC last week at about $90,316, totaling roughly $116 million. According to @EmberCN, @Strategy (MSTR) now holds 673,783 BTC valued at $62.527 billion with an average cost basis of $75,026 and an unrealized profit of $11.975 billion. According to @EmberCN, Ethereum treasury company @BitMNR (BMNR) bought 32,977 ETH last week at about $2,963, totaling about $97.71 million. According to @EmberCN, @BitMNR (BMNR) now holds 4,143,502 ETH valued at $13.039 billion with an average cost basis of $3,867 and an unrealized loss of $2.983 billion.

According to Charlie Bilello, the S&P 500 is trading at 3.3 times sales, the highest valuation on record as of Jan 4, 2026, source: Charlie Bilello on X. Elevated valuation multiples have historically been linked with lower subsequent long-horizon equity returns, signaling higher valuation risk for SPX exposure, source: Campbell and Shiller, Journal of Portfolio Management 1998 and Federal Reserve Financial Stability Report 2024. For crypto traders, equity to crypto spillovers matter because Bitcoin BTC and U.S. equities have shown persistent positive return correlations since 2020, source: IMF Global Financial Stability Note 2022 Crypto Prices Move More in Sync With Stocks and Coin Metrics correlation reports 2020 to 2022. During equity stress, volatility hedges such as the VIX, which typically moves inversely to the S&P 500, are widely monitored alongside crypto risk metrics to manage drawdowns, source: Cboe VIX education and Federal Reserve Financial Stability Report 2024.

According to @binance, data availability is the requirement that transaction data be published so network participants can verify blocks, preventing data withholding attacks that would break security for rollups and L2s, source: Binance Academy. @binance explains that techniques such as data availability sampling and erasure coding allow light clients to check that data is available with high probability while keeping costs manageable, source: Binance Academy. @binance notes that when data availability becomes cheaper and more scalable, rollups can reduce the cost of posting data, which translates into lower L2 transaction fees, source: Binance Academy. @binance also outlines that modular architectures separate execution from data availability and that major ecosystems, including Ethereum with dedicated blob space for rollups, are evolving to improve data throughput for verifiable storage, source: Binance Academy.

According to @AltcoinDaily, CNBC reports that Walmart will accept Bitcoin (BTC), Ethereum (ETH), and other crypto for in-store payments, shared via a video post on X on Jan 4, 2026 (source: @AltcoinDaily on X). Walmart’s scale could make the move material for on-chain and off-chain payment flows, as the company reported roughly 10,900 stores and $648 billion in FY2024 revenue (source: Walmart FY2024 Annual Report). Traders should first seek direct confirmation from CNBC’s report and Walmart Investor Relations, then monitor BTC and ETH spot volumes, spreads, and funding on major exchanges if confirmed (source: @AltcoinDaily on X citing CNBC; Walmart Investor Relations; Binance and Coinbase public market data). Historically, corporate retail adoption headlines have coincided with short-term crypto volatility and liquidity spikes, exemplified by market reactions around PayPal’s 2020 crypto rollout announcement (source: PayPal Newsroom, Oct 21, 2020).

According to @AltcoinDaily, CNBC reported that Walmart will begin accepting Bitcoin (BTC), Ethereum (ETH), and other crypto payments at physical stores, shared via a video clip on X. Source: @AltcoinDaily on X. The post does not include an official statement or newsroom link from Walmart or CNBC, so the report is unconfirmed at the time of the post. Source: @AltcoinDaily on X. Trading takeaway: treat this as headline risk and wait for primary confirmation from Walmart investor relations or CNBC before adjusting positions in BTC, ETH, retail/payment tokens, or WMT. Source: @AltcoinDaily on X.

According to @binance, quantum computing is emerging as a catalyst for blockchain security upgrades, with implications for ECDSA-based networks like Bitcoin BTC and Ethereum ETH that will require post-quantum cryptography migration planning. Source: Binance on X twitter.com/binance/status/2007603008524140656; Binance Academy binance.com/en/academy/articles/quantum-computers-and-cryptocurrencies Binance Academy explains that Shor's algorithm threatens public-key schemes such as ECDSA used by major blockchains, while Grover's algorithm offers only a quadratic speedup against symmetric cryptography, making signature schemes the primary risk vector traders should monitor. Source: Binance Academy binance.com/en/academy/articles/quantum-computers-and-cryptocurrencies NIST has selected CRYSTALS-Kyber for key establishment and CRYSTALS-Dilithium, Falcon, and SPHINCS+ for digital signatures, providing concrete standards that protocols and custodians can adopt in roadmaps and audits. Source: NIST Post-Quantum Cryptography nist.gov/post-quantum-cryptography Mitigations outlined include integrating post-quantum signature schemes, maintaining address hygiene such as using new BTC addresses to avoid exposing public keys until spend, and planning soft or hard fork upgrade paths or smart-contract migrations. Source: Binance Academy binance.com/en/academy/articles/quantum-computers-and-cryptocurrencies Trading-relevant catalysts to track include chain improvement proposals or testnets adopting NIST-designated PQC, custodial key-management upgrades announced by exchanges and wallets, and third-party audits of PQC libraries that precede production deployment timelines. Source: Binance on X twitter.com/binance/status/2007603008524140656; Binance Academy binance.com/en/academy/articles/quantum-computers-and-cryptocurrencies; NIST Post-Quantum Cryptography nist.gov/post-quantum-cryptography

According to @CryptoMichNL, BTC has broken above its 21-day moving average. Source: @CryptoMichNL on X, Jan 2, 2026. Moving-average breakouts are widely used as short-term momentum signals and the 21-day line can act as support on retests that traders monitor for continuation. Source: Investopedia, Moving Average; Investopedia, Support and Resistance. According to @CryptoMichNL, a final resistance test is underway before any potential test of the 100,000 level in BTC. Source: @CryptoMichNL on X, Jan 2, 2026. According to @CryptoMichNL, ETH is outperforming BTC, highlighting relative-strength rotation that traders typically track via the ETHBTC pair. Source: @CryptoMichNL on X, Jan 2, 2026; StockCharts ChartSchool, Price Relative (Relative Strength).

According to @CryptoMichNL, Ethereum (ETH) has broken above its 21-day moving average and is contesting a crucial resistance zone at $3,100, highlighting a bullish technical setup for traders (source: @CryptoMichNL on X, Jan 2, 2026). According to @CryptoMichNL, a decisive break of $3,100 could lead to a rapid move toward a new all-time high in ETH, making the level a pivotal trigger to watch (source: @CryptoMichNL on X, Jan 2, 2026).

According to @charliebilello, the S&P 500 registered 39 additional all-time highs in 2025, confirming persistent strength in US large-cap equities (source: Charlie Bilello on X, Dec 31, 2025). For trading, clusters of new highs typically align with momentum and positive return autocorrelation that trend-following strategies seek to exploit (sources: Jegadeesh and Titman 1993; Moskowitz, Ooi, and Pedersen 2012). Since 2020, crypto assets have shown higher co-movement with US equities, meaning sustained SPX risk-on regimes can coincide with tailwinds for BTC and ETH beta exposure (sources: IMF research by Adrian, Iyer, and Qureshi 2022; BIS Quarterly Review 2022). Traders can watch volatility compression and breadth as confirmation, such as VIX levels for risk appetite and the prevalence of 52-week highs as a breadth signal, and then check BTC–equity rolling correlations for potential spillover (sources: Cboe VIX methodology; George and Hwang 2004 on 52-week-high momentum; IMF 2022 on rising crypto–equity correlations).

According to Charlie Bilello, the S&P 500 ended 2025 up 17.9% on a dividend-inclusive basis, exceeding expectations for the year, with the update shared alongside the SPX ticker and his newsletter link. Source: Charlie Bilello, X post on Dec 31, 2025; bilello.blog newsletter. For crypto traders, this equity strength is relevant because Bitcoin and U.S. equities have shown higher return correlations since 2020, indicating shared risk sentiment that can transmit across markets. Source: International Monetary Fund, Crypto Prices Move More in Sync with Stocks, 2022. The IMF has also highlighted increasing spillovers from equity markets to crypto assets, reinforcing the need to track SPX moves when positioning BTC and ETH. Source: International Monetary Fund, Crypto-Stock Correlations and Financial Stability, 2022.

According to @CryptoMichNL, platinum rallied to 2,500 dollars and then fell more than 20 percent within three days, highlighting extreme commodities volatility, source: @CryptoMichNL on X dated 2025-12-31. He interprets the spike then sharp reversal as a late cycle signal similar to 2020 that typically leads to a consolidation phase in commodities, source: @CryptoMichNL on X dated 2025-12-31. He states this backdrop opens a window for risk on assets and holds a bullish view on Bitcoin BTC and Ethereum ETH into 2026 while being bearish on commodities, source: @CryptoMichNL on X dated 2025-12-31. For traders, his thesis implies monitoring rotation from commodities to BTC and ETH and watching relative momentum as the consolidation unfolds, source: @CryptoMichNL on X dated 2025-12-31.

According to @CNBC, U.S. stock futures are little changed as Wall Street prepares to close out the third year of a bull market, indicating a muted pre-open backdrop for equities, source: CNBC. Crypto markets have shown increased co-movement with U.S. equities in risk-on and risk-off regimes, so traders may watch for spillover into Bitcoin and Ethereum around the U.S. cash open for momentum cues, source: IMF.

According to @CryptoKing4Ever, precious metals are "screaming top," signaling caution on further upside in metals, source: @CryptoKing4Ever. According to @CryptoKing4Ever, crypto remains quiet and is the only major asset class yet to reach full euphoria, highlighting a wait-and-see setup for traders, source: @CryptoKing4Ever. According to @CryptoKing4Ever, patience is advised before seeking momentum entries in the crypto market, source: @CryptoKing4Ever.

According to @lookonchain, Bitmine, associated by the source with Tom Lee’s Fundstrat, staked 342,560 ETH over the past two days, valued at roughly USD 1 billion, based on the source’s on-chain tracking. Source: Lookonchain on X, Dec 28, 2025. @lookonchain also reported that about one hour prior Bitmine staked an additional 74,880 ETH, while SharpLink Gaming redeemed 35,627 ETH roughly four hours prior, as reflected in the source’s post. Source: Lookonchain on X, Dec 28, 2025. Based on the figures reported by @lookonchain, the short-window net flow between these two entities is a net staking inflow of 39,253 ETH in that observed period. Source: Lookonchain on X, Dec 28, 2025. Entity attributions for Bitmine and SharpLink Gaming referenced by @lookonchain are mapped on the Arkham Intel explorer. Source: Arkham Intel explorer pages for Bitmine and SharpLink Gaming, as cited by Lookonchain.

According to @CoinMarketCap, analyst Benjamin Cowen told Bankless that any Ethereum ETH rally to new all-time highs in 2026 could be a bull trap, with a sharp pullback toward 2000 potentially following a major price surge, source: CoinMarketCap on X, Dec 26, 2025; Bankless interview.