According to @KobeissiLetter, US stocks extended gains with the Nasdaq 100 up nearly 2 percent as the US government shutdown nears its end, source: @KobeissiLetter on X, Nov 10, 2025. This signals risk-on momentum in US equities during the session, source: @KobeissiLetter on X, Nov 10, 2025. Crypto traders can monitor whether BTC and ETH mirror this shift in risk appetite, noting the source provides no crypto-specific price data, source: @KobeissiLetter on X, Nov 10, 2025.

According to The Kobeissi Letter, US stocks experienced a significant surge as officials announced preparations to repeal the AI diffusion rule initially launched by President Biden (source: The Kobeissi Letter, May 7, 2025). This regulatory rollback is expected to boost market confidence in both AI and tech sectors, with direct implications for leading cryptocurrency assets exposed to AI narratives, such as Fetch.ai (FET) and SingularityNET (AGIX). Traders should closely monitor liquidity inflows to crypto AI tokens, as the relaxation of AI regulations could drive renewed capital rotation from equities to digital assets focused on artificial intelligence.