According to @KobeissiLetter, the Fed must cut rates even with inflation at 3% to support strained consumers, and he expects additional cuts as large-cap tech rallies (source: @KobeissiLetter). For crypto trading, easier policy and lower real yields have historically coincided with stronger BTC and ETH performance due to tighter equity–crypto correlations since 2020 (source: International Monetary Fund, 2022 Global Financial Stability Note on crypto–equity correlation). Traders can track cut odds via fed funds futures, policy guidance via FOMC statements, and macro drivers via the U.S. 2-year Treasury yield and the U.S. Dollar Index to gauge risk-on momentum (sources: CME Group; Federal Reserve; U.S. Department of the Treasury; ICE). Catalyst watch: CPI releases and FOMC meetings are the key events that would validate or refute the rate-cut path and its impact on crypto liquidity and beta (sources: U.S. Bureau of Labor Statistics; Federal Reserve).

According to @CNBC, the S&P 500 rose 1.5% and the Nasdaq posted its strongest session since May as Alphabet reignited the AI trade, driving broad gains in U.S. equities. @CNBC reports the move was tied to renewed AI momentum centered on Alphabet, and @CNBC did not provide crypto-market data or specify impacts on digital assets.

According to Mihir (@RhythmicAnalyst) on Twitter, Apple stock (AAPL) has significantly underperformed in its recovery compared to other top tech stocks, rebounding only about 20% from its April low, while the NASDAQ index has surged approximately 45% over the same period. This divergence signals potential investor caution towards Apple and could indicate shifting capital flows within the tech sector, which may also impact sentiment in related crypto assets and AI-linked tokens, especially those correlated with major tech performance (Source: Mihir, Twitter, June 5, 2025). Traders should closely monitor AAPL's lag for spillover effects on tech-heavy crypto and AI sectors.

According to Crypto Rover, the S&P 500 surged by 2.5% and the Nasdaq rose by 3.1% following the official announcement of US-China tariff reductions. This broad rally reflects renewed investor optimism, driving risk-on sentiment across global markets. For cryptocurrency traders, this positive momentum in equities often translates to increased capital inflows into digital assets, as risk appetite grows and correlation between tech stocks and major cryptocurrencies like Bitcoin and Ethereum strengthens. The news underlines the importance of monitoring macroeconomic policy shifts, as they can quickly impact crypto price action. (Source: Crypto Rover on Twitter, May 12, 2025)

According to Crypto Rover, the U.S. stock market is experiencing a notable surge, which could influence correlated assets such as Bitcoin and major cryptocurrencies. Traders should monitor leading indices like the S&P 500 and Nasdaq, as increased equity inflows often drive positive sentiment and liquidity into digital assets (source: Crypto Rover via Twitter, May 2, 2025). This pump may present short-term trading opportunities in both traditional and crypto markets, especially for highly correlated stocks and crypto pairs.