According to @KobeissiLetter, US stocks extended gains with the S&P 500 nearing 6,900 and less than 10 points from a record close as of December 23, 2025. According to @KobeissiLetter, the index is approaching a potential all-time closing high level that traders monitor into the market close. According to @KobeissiLetter, this is a real-time snapshot of intraday strength in the S&P 500.

According to @CNBC, U.S. stock futures were little changed in pre-market trading after the S&P 500 recorded a three-day winning streak, as noted in its live updates (source: CNBC). @CNBC did not provide crypto market implications or cross-asset commentary in this update (source: CNBC).

According to @charliebilello, the S&P 500 was down over 15% year to date on April 8 (the 4th worst start on record) but then rallied 38%, leaving it up 17% YTD and notching 37 all-time highs in 2025, highlighting a powerful momentum regime for risk assets, source: @charliebilello on X. IMF research documented a marked rise in BTC–S&P 500 co-movement since 2020, indicating that strong equity momentum can have greater relevance for crypto market risk and spillovers, source: IMF Blog by Tobias Adrian, Tara Iyer, and Mahvash S. Qureshi, January 2022.

According to @QCompounding, J.P. Morgan’s Guide to the Markets shows the S&P 500 has recovered to new highs after every bear market, with roughly 73% of years since 1980 ending positive despite an average intra-year drawdown around 14% (source: J.P. Morgan Asset Management, Guide to the Markets). For equity index traders, this historical resilience supports systematic dip-buying and staying invested after major drawdowns as forward returns have historically skewed positive following bear markets (source: J.P. Morgan Asset Management, Guide to the Markets). For crypto traders, rising co-movement means S&P 500 recoveries often align with BTC and ETH strength, as the BTC-equity 90-day correlation climbed above 0.4 during 2020-2022 risk cycles (source: International Monetary Fund, Global Financial Stability Note 2022; Bank for International Settlements, Bulletin 2022).

According to @CNBC, the S&P 500 has logged a third consecutive year of superior returns, and @CNBC highlights three key questions for Wall Street as 2026 approaches (source: CNBC tweet, Dec 20, 2025).

According to CNBC, Wall Street heads into the new week with the year-end equity rally in doubt, signaling a cautious risk tone for U.S. stocks. Source: CNBC on X, Dec 19, 2025. Stronger post-2020 stock-crypto correlation means any equity weakness can transmit to BTC and ETH performance and volatility, raising downside beta risk for crypto traders. Source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, 2022. BIS research similarly finds crypto behaves like a high-beta risk asset sensitive to changes in financial conditions, reinforcing the potential for spillovers if equities fade. Source: Bank for International Settlements, Crypto shocks and spillovers, 2022.

According to @stocktalkweekly, the portfolio saw 13 of 14 positions close green today amid recent volatility. Source: @stocktalkweekly on X, Dec 19, 2025. The author reports a cumulative return of +555.16% compared with +16.40% for the S&P 500. Source: @stocktalkweekly on X, Dec 19, 2025. No individual holdings, sectors, or trade details were disclosed in the update. Source: @stocktalkweekly on X, Dec 19, 2025. No crypto exposure or direct implications for the crypto market were mentioned. Source: @stocktalkweekly on X, Dec 19, 2025.

According to @StockMKTNewz, the post highlights the history of the Santa Claus Rally that traders track each year for short-term equity momentum signals (source: @StockMKTNewz). The Santa Claus Rally is defined as the last five trading days of December and the first two trading days of January, a seven-session window first documented by Yale Hirsch and tracked in the Stock Trader’s Almanac (source: Stock Trader’s Almanac). Market participants monitor whether this period finishes positive as a sentiment gauge for near-term risk appetite in U.S. stocks based on the Almanac’s long-run seasonality records (source: Stock Trader’s Almanac). For crypto, this equity seasonality matters because BTC has at times shown a materially positive correlation with U.S. equities since 2020, which can transmit risk-on or risk-off impulses across markets (source: Bank for International Settlements).

According to @KobeissiLetter, the S&P 500 erased about 450 billion dollars in market cap between 11:55 AM ET and 12:25 PM ET, then added back roughly 320 billion dollars 23 minutes later, totaling a 720 billion dollar swing in under one hour, source: @KobeissiLetter. The post highlights extreme intraday volatility and calls out an opportunity to capitalize on the move, signaling elevated short-term trading conditions in US equity indices and related derivatives, source: @KobeissiLetter. The source does not provide crypto-specific data, but the magnitude and speed of the equity whipsaw are the key trading takeaway today, source: @KobeissiLetter.

According to @KobeissiLetter, the S&P 500 is rising and now sits about 2% below its record high following the latest news, highlighting a risk-on tone in equities. According to @KobeissiLetter, markets are focusing on a coming change in the Fed Chair and potential fiscal stimulus that could drive a volatile 2026. According to @KobeissiLetter, asset owners remain in control, a backdrop crypto traders can monitor for potential spillover into BTC and ETH as risk appetite shifts.

According to @charliebilello, the S&P 500 fell 1.2% yesterday, marking the 29th session in 2025 with a decline greater than 1%, which he notes is in line with the long-term average of 29 such large down days per year, highlighting that downside volatility is a normal feature of markets (source: Charlie Bilello). For trading, this means equity risk remains elevated but not abnormal, and positioning should account for routine large swings in SPX that can affect cross-asset risk appetite (source: Charlie Bilello). Crypto traders should note that equity selloffs have historically coincided with higher BTC–SPX return co-movements; IMF research documented that the BTC–S&P 500 daily return correlation rose from near zero in 2017–2019 to about 0.36 in 2020–2021, indicating higher spillover risk during risk-off episodes (source: IMF, 2022, Crypto Prices Move More in Sync With Stocks). Monitoring the Cboe VIX, which measures expected SPX volatility, alongside BTC and ETH can help manage beta and leverage when equity downside accelerates (source: Cboe Global Markets; IMF, 2022).

According to CNBC, the S&P 500 is showing signs there may not be a Santa Claus rally this year, undermining the typical late-December seasonal tailwind for equities. According to the Stock Trader's Almanac, the Santa Claus rally spans the last five trading days of December and the first two of January, and a negative outcome in this seven-session window is historically viewed as a cautionary signal for near-term market strength. According to Kaiko Research, BTC’s correlation with U.S. equities tends to rise during risk-off episodes, making equity weakness into year-end an important signal for crypto risk sentiment and momentum positioning.

According to @KobeissiLetter, S&P 500 companies that mentioned AI on earnings calls are up 13.9% year-to-date, while companies that did not mention AI are up 5.7% year-to-date, indicating more than 2x relative performance. source: @KobeissiLetter via X on Dec 16, 2025. This equates to an 8.2 percentage point YTD outperformance spread for AI-mentioning companies based on the reported figures. source: @KobeissiLetter via X on Dec 16, 2025. The post characterizes this as evidence that mentioning AI on earnings calls is paying off for S&P 500 constituents. source: @KobeissiLetter via X on Dec 16, 2025. The source focuses on S&P 500 equities and does not reference cryptocurrencies. source: @KobeissiLetter via X on Dec 16, 2025.

According to @StockMKTNewz, the S&P 500 is less than 0.5% away from a new all-time high, citing a Prospero.ai market update posted on X on Dec 10, 2025. Source: Evan (@StockMKTNewz) on X, Dec 10, 2025; Prospero.ai on X, Dec 10, 2025. SPY tracks the S&P 500 and offers liquid exposure for trading around this 0.5% gap to the prior peak, making it a practical vehicle for breakout and risk management setups. Source: State Street Global Advisors, SPDR S&P 500 ETF Trust overview. BTC has shown higher positive correlation with US equities since 2020, so an S&P 500 breakout is relevant for crypto cross-asset risk assessment, especially for BTC and ETH. Source: IMF blog Crypto Prices Move More in Sync with Stocks by Tobias Adrian, Tara Iyer, and Mahvash S. Qureshi, Jan 2022.

According to The Kobeissi Letter, the S&P 500 rose about 0.8% after the Fed cut rates and sits roughly 25 points below its record high, signaling strong risk appetite in equities; source: The Kobeissi Letter. Historical evidence shows equity prices typically respond positively to unexpected monetary easing, linking rate cuts to easier financial conditions that support risk assets; source: Bernanke and Kuttner 2005, American Economic Review. BTC and ETH have exhibited periods of elevated positive correlation with the S&P 500 during macro-driven regimes in 2022–2023, so strong equity momentum has coincided with firmer crypto risk sentiment; source: Kaiko Research 2023.

According to @stocktalkweekly, their disclosed performance is +612.66% versus +13.17% for the S&P 500. Source: Stock Talk (@stocktalkweekly) on X, Dec 10, 2025. According to @stocktalkweekly, the highlighted tickers include PLAB, AMKR, ENS, VIAV, OSS, DOCN, HII, PATH, PLPC, NBIS, KTOS, and LEU. Source: Stock Talk (@stocktalkweekly) on X, Dec 10, 2025. According to @stocktalkweekly, they assert delivering unmatched alpha and transparency compared with other platform offerings such as substacks, Discords, or X subscriptions. Source: Stock Talk (@stocktalkweekly) on X, Dec 10, 2025. According to @stocktalkweekly, no cryptocurrency assets or crypto-market impacts are mentioned in the post. Source: Stock Talk (@stocktalkweekly) on X, Dec 10, 2025.

According to @StockMKTNewz, a daily snapshot of how the US stock market performed today was published on X, providing a visual summary of the session’s moves (source: @StockMKTNewz, Dec 9, 2025). Traders can reference the posted dashboard to quickly benchmark index and sector performance for the day’s risk tone (source: @StockMKTNewz). Crypto market participants can use the same equity snapshot to align cross-asset context for BTC and ETH during US trading hours (source: @StockMKTNewz).

According to @StockMKTNewz, a real-time snapshot showing how every stock in the S&P 500 has performed so far today is available, enabling traders to see constituent-level moves in one view for intraday decision-making (source: @StockMKTNewz). Traders can use this breadth read to identify sector rotation, relative strength, and market leadership versus laggards for execution timing and risk controls (source: @StockMKTNewz). Cross-asset desks focused on BTC and ETH can reference this equity breadth snapshot to contextualize risk-on or risk-off tone alongside crypto order flow without relying only on index-level prints (source: @StockMKTNewz).

According to @KobeissiLetter, silver prices have broken above $60 per ounce for the first time in history, with 2025 year-to-date gains reaching 108% (source: @KobeissiLetter). According to @KobeissiLetter, silver has outperformed the S&P 500 by roughly six times year-to-date despite what the source describes as one of the strongest stock market bull runs in history (source: @KobeissiLetter). According to @KobeissiLetter, this milestone confirms a new record high for silver prices in the current market backdrop (source: @KobeissiLetter).

According to @StockMKTNewz, a daily visual recap of U.S. stock market performance was posted today, summarizing major indices and sector moves in an image. Source: @StockMKTNewz on X, Dec 8, 2025. Because the numerical details are embedded in the image and not available in the provided text, specific index or sector return figures cannot be verified here, and traders should review the original post before acting. Source: @StockMKTNewz on X, Dec 8, 2025. For crypto positioning, equity risk-on or risk-off shifts have historically moved in tandem with BTC and ETH, with stronger comovements during broad equity swings and tech-led moves. Source: IMF, Crypto Prices Move More in Sync With Stocks, Jan 2022. If the snapshot indicates broad gains and tech leadership, historical patterns show beta can rise for BTC and ETH, while broad equity drawdowns have coincided with weaker crypto in past episodes. Source: IMF, Crypto Prices Move More in Sync With Stocks, Jan 2022; BIS research on cross-asset comovements, 2022.