According to @CryptoMichNL, there is a strong confluence between the Chinese yuan and the ETH/BTC pair, with both bottoming in April 2025 and similarly in the same week during 2016 and 2019 (source: @CryptoMichNL, X, Dec 20, 2025). According to @CryptoMichNL, ETH showed notable strength after the April low but has seen a recent correction, while the Chinese currency continued to trend higher (source: @CryptoMichNL, X, Dec 20, 2025). According to @CryptoMichNL, the correlation is not always one-to-one, but his chart implies the path ahead for ETH/BTC is upward from here (source: @CryptoMichNL, X, Dec 20, 2025).

According to @StockMKTNewz, the U.S. stock market started today’s cash session in the green, signaling a positive open for equities (source: @StockMKTNewz on X, Dec 19, 2025). The post did not provide specific index levels or sector details, only that the market opened higher (source: @StockMKTNewz on X, Dec 19, 2025). Crypto traders can use this green U.S. equity open as a risk-sentiment cue to monitor intraday correlation in BTC and ETH during U.S. hours for potential momentum alignment (source: @StockMKTNewz on X, Dec 19, 2025).

According to @StockMKTNewz, the NASDAQ 100 ETF QQQ is down about 1% intraday. Source: @StockMKTNewz. Invesco states QQQ seeks to track the Nasdaq-100 Index and offers concentrated mega-cap tech exposure, making it a key proxy for US tech risk sentiment that traders monitor. Source: Invesco. The International Monetary Fund has documented periods of elevated correlation between Bitcoin and US equities since 2020, so a QQQ pullback can coincide with higher crypto volatility in BTC and ETH. Source: International Monetary Fund.

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 @StockMKTNewz, the U.S. stock market started today's session in the red, indicating early risk-off conditions at the open (source: @StockMKTNewz). In response, traders are watching BTC and ETH correlations with equities, tightening risk on high-beta exposure, and tracking intraday volatility and market breadth for any immediate spillover to crypto assets (source: @StockMKTNewz).

According to @StockMKTNewz, a weekly earnings calendar was posted to help traders track upcoming corporate reports and timing, providing a roadmap for event-driven setups this week. Source: X post by @StockMKTNewz https://twitter.com/StockMKTNewz/status/1997711211220390322. Earnings announcements are established catalysts for sharp stock moves and elevated options implied volatility around report dates, shaping strategies such as pre-earnings IV positioning and post-earnings volatility crush management. Source: Investopedia, Earnings Season definition and market impact https://www.investopedia.com/terms/e/earningsseason.asp. Because Bitcoin and U.S. equities have shown a stronger, time-varying positive correlation since 2020, traders often monitor BTC and ETH alongside major earnings clusters for risk-sentiment spillovers. Source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks.

According to @StockMKTNewz, the combined market value of the world’s top 10 stocks rose to 26.67 trillion US dollars from 26.52 trillion a week earlier, a 0.15 trillion weekly increase based on the reported figures (source: @StockMKTNewz). This sustained concentration in mega-cap leadership often aligns with stronger cross-asset risk appetite and has coincided with higher stock and crypto co-movement in past episodes of equity momentum or stress (source: IMF 2022). For trading, monitor BTC and ETH for correlation-driven moves around US equity sessions when mega-cap momentum is elevated, as prior IMF research documented tighter co-movements between cryptocurrencies and US equities during both risk-on and risk-off periods (source: IMF 2022).

According to @CNBC, Goldman Sachs has identified five stocks with over 70% upside potential in the coming year, as reported in a December 5, 2025 post on X. Source: https://twitter.com/CNBC/status/1996883365073416475 While the post did not disclose the tickers, a major bank’s high-upside equity calls can indicate a risk-on backdrop; crypto prices, including BTC and ETH, have historically moved more in sync with U.S. equities during periods of elevated risk appetite, as documented by IMF research on increased stock–crypto correlation since 2020. Source: https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stock-market-risk-appetite-and-monetary-policy

According to @KobeissiLetter, the S&P 500 has risen about 68% over the last 36 months, the best three-year performance since 2021 and the second-strongest run since the 2000 dot-com era, surpassing the post-2008 recovery, source: @KobeissiLetter. This matters for crypto trading because research shows Bitcoin and U.S. equities have moved more in sync since 2020, highlighting shared risk appetite that can tighten co-movements in BTC and ETH during equity momentum phases, source: IMF.

According to @Matt_Hougan, strength in Ethereum (ETH) and Solana (SOL) is mutually reinforcing and shifts focus from zero‑sum competition to expanding overall crypto market value. Source: @Matt_Hougan on X, Dec 4, 2025. Large‑cap crypto assets including ETH and SOL exhibit persistent positive return correlations and shared liquidity regimes, supporting spillover rallies across L1 ecosystems. Source: Kaiko Research, Market Correlations in Crypto, 2024. When ETH spot/perp volumes and market depth expand, sector beta typically rises and alt‑L1s capture incremental flows, making ETH momentum a practical signal for SOL exposure and vice versa. Source: Kaiko Research 2024; Coin Metrics, State of the Network 2024. Actionable setup: track 30–90 day ETH–SOL rolling correlation, funding rates, perp basis, and 1% order‑book depth to time sector rotation and pair trades while managing slippage. Source: Deribit Insights 2024; Kaiko Liquidity Metrics 2024.

According to @StockMKTNewz, a same-day post shares a visual snapshot of how the U.S. stock market performed today using a green and red summary that traders can reference for intraday decision-making. Source: @StockMKTNewz on X, Dec 2, 2025. Traders can use this performance snapshot to gauge risk-on or risk-off tone and identify leadership versus laggards before adjusting exposure in high-beta assets such as BTC and ETH. Source: @StockMKTNewz on X, Dec 2, 2025. For execution, align crypto entries with equity strength when the snapshot skews broadly green to reflect improving breadth, and de-risk when the snapshot skews red indicating defensive tone. Source: @StockMKTNewz on X, Dec 2, 2025.

According to @KobeissiLetter, the MSCI All Country World Index has gone 159 trading days without a 5% drawdown, the longest stretch since 2016–2018, and the index spans 23 Developed and 24 Emerging Markets covering roughly 85% of global equities, source: @KobeissiLetter, Dec 1, 2025. For traders, extended global equity resilience aligns with broader risk-on conditions, and crypto’s co-movement with equities has strengthened since the pandemic, source: International Monetary Fund (Crypto Prices Move More in Sync With Stocks), Jan 2022. Given the ACWI backdrop, monitoring BTC and ETH alongside equity risk gauges can help anticipate correlation-driven flows and potential volatility spillovers if a pullback emerges, source: International Monetary Fund (Crypto Prices Move More in Sync With Stocks), Jan 2022; @KobeissiLetter, Dec 1, 2025.

According to @charliebilello, markets are showing a great divergence, with consumer gloom contrasted against a stock market boom as of December 1, 2025. Source: Charlie Bilello on X, Dec 1, 2025. For traders, this indicates equity price strength is persisting even as sentiment readings remain weak, a decoupling that argues for prioritizing price action over survey data in near-term risk management. Source: Charlie Bilello on X, Dec 1, 2025. For crypto, IMF research found that since 2020 Bitcoin has exhibited higher correlation with equities, meaning an equity risk-on backdrop can influence crypto beta, making this divergence a relevant macro context for BTC and ETH positioning. Source: International Monetary Fund, 2022 research on rising crypto equity correlations.

According to @StockMKTNewz, April 9, 2025 was the second-strongest single-day gain in Nasdaq 100 history, citing a post by WOLF_Financial for the historical stat (source: @StockMKTNewz on X; source: WOLF_Financial on X). For crypto traders, outsized Nasdaq 100 surges are relevant because BTC and ETH have shown periods of positive correlation with U.S. equities, making equity momentum a cross-asset risk cue (source: Kaiko Research; source: Coin Metrics market data).

According to @KobeissiLetter, US stock market futures are rising with the S&P 500 on track for a 5-day win streak (source: @KobeissiLetter, Nov 28, 2025). For trading context, this is a risk-sentiment positive that crypto market participants often monitor alongside US equities, though the update includes no direct crypto market data (source: @KobeissiLetter).

According to @StockMKTNewz, the U.S. stock market closed the session higher on November 26, 2025. Source: https://twitter.com/StockMKTNewz/status/1993787142104035660 For crypto traders, Bitcoin’s correlation with U.S. equities has risen since 2020, indicating cross-asset co-movement that makes green equity closes a relevant signal to monitor for BTC and ETH. Source: https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-posing-new-risks

According to @KobeissiLetter, the S&P 500 closed up 0.7% today, with total market cap rising by approximately $2.5 trillion since last week’s low. Source: The Kobeissi Letter on X, Nov 26, 2025. Historically, higher U.S. equity performance has coincided with stronger crypto returns due to a positive, time-varying BTC–S&P 500 correlation observed in 2020–2022. Source: IMF blog by Iyer, Le Roux, and Papageorgiou, Crypto Prices Move More in Sync With Stocks, Jan 2022. U.S. stock markets observe Thanksgiving closures while crypto trades 24/7, so any crypto price action in BTC and ETH can unfold while equities are shut. Source: NYSE Holiday Calendar 2025; Binance Academy, Cryptocurrency markets trade 24/7.

According to Cas Abbé, the Russell 2000 is at a crucial resistance and has historically led ETH and altcoin moves when making new all-time highs, signaling a key cross-asset trigger for crypto traders, source: Cas Abbé on X (Nov 26, 2025). He states that a rejection or breakdown here would pressure ETH and altcoins, while a rally and ATH breakout would likely start the next leg up in alts, source: Cas Abbé on X (Nov 26, 2025). Traders can frame entries by watching the Russell 2000 for a clean breakout versus failure at resistance to time ETH and altcoin exposure in line with this thesis, source: Cas Abbé on X (Nov 26, 2025).

According to @CNBC, Santoli’s Tuesday market wrap reports that U.S. stocks continue to make progress in repairing the minor rupture of the past few weeks, indicating ongoing stabilization after recent weakness, source: @CNBC. For crypto traders, this equity backdrop is relevant given documented episodes of positive correlation between BTC and U.S. equities during risk-on phases, source: International Monetary Fund; source: European Central Bank.

According to @KobeissiLetter, the S&P 500 has surged roughly 250 points from Friday’s low, is now above the November 20 high, and has added about $2.1 trillion in market capitalization in under three trading days, effectively erasing last week’s selloff, signaling a swift risk-on reversal for macro markets. source: @KobeissiLetter For crypto traders, risk-on strength in U.S. equities is often associated with improved liquidity and higher beta positioning in BTC and ETH during positive correlation regimes observed across 2023–2024, so monitoring cross-asset correlation remains key. source: Kaiko research; Coin Metrics research The source also noted the S&P 500 is roughly 2.2% from a referenced threshold, reinforcing the momentum backdrop that crypto traders may track for spillover into digital asset risk-taking. source: @KobeissiLetter