According to Eric Balchunas, rolling 3-month and 6-month flows into equity ETFs are at all-time highs, indicating exceptionally strong risk-on demand in equity ETF buying (Source: Eric Balchunas on X, Jan 13, 2026). He reports record activity in 2x leveraged assets, signaling increased use of leverage to express bullish views in the market (Source: Eric Balchunas on X, Jan 13, 2026). Balchunas also notes a decline in cash-like ETF AUM, pointing to rotation out of cash-equivalent exposures and into risk assets (Source: Eric Balchunas on X, Jan 13, 2026). He adds that many Wall Street desks are predicting a good year, but he characterizes the current setup as a bit frothy despite his bullish stance (Source: Eric Balchunas on X, Jan 13, 2026). No cryptocurrency data or tickers were cited in the post (Source: Eric Balchunas on X, Jan 13, 2026).

According to @CNBC, the week of Oct 20–24, 2025 will feature another wave of U.S. corporate earnings alongside a U.S. CPI data release, positioning these events as the main market focus next week (source: CNBC). According to @CNBC, traders are preparing around these scheduled catalysts, which will be closely tracked across equities and the broader risk landscape, including the crypto market, for event-driven positioning and sentiment (source: CNBC).