According to @KobeissiLetter, total US public equity market capitalization has reached a record 72 trillion dollars, now more than 3.5 times the size of developed Europe’s market and over 3.5 times China and Hong Kong combined, source: The Kobeissi Letter, Dec 28, 2025. For trading, this concentration and scale are relevant because empirical analysis shows Bitcoin’s correlation with US equities rose markedly after 2020, making US risk-asset trends a material input for BTC and ETH positioning, source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, 2022. The Bank for International Settlements also documents significant spillovers between crypto assets and traditional markets, reinforcing the need to monitor US equity momentum when managing crypto exposure, source: Bank for International Settlements, Crypto shocks and spillovers to traditional assets, 2022.

According to @charliebilello, Warren Buffett’s message that no one succeeds betting against America is highlighted via a Berkshire Hathaway meeting video on YouTube, reinforcing a long-term pro-U.S. equities stance (Source: X post by @charliebilello on Nov 9, 2025; YouTube video: youtube.com/watch?v=JtNrkP9I9X8&t=1079s). For traders, U.S. equity resilience is evidenced by the S&P 500’s roughly 9–10 percent annualized nominal total return since 1928, underscoring the historical tailwind behind U.S. risk assets (Source: NYU Stern, Aswath Damodaran Historical Returns dataset: pages.stern.nyu.edu/adamodar). For crypto positioning, IMF research shows Bitcoin’s correlation with U.S. equities rose markedly after 2020, meaning sustained U.S. equity strength has tended to transmit to BTC and other high-beta crypto assets (Source: IMF Blog, Crypto Prices Move More in Sync With Stocks, Jan 11, 2022: imf.org). In practice, monitoring U.S. stock trend and risk sentiment as a cross-asset driver is consistent with the documented equity-crypto co-movement when calibrating BTC and ETH exposure (Source: IMF Blog, Crypto Prices Move More in Sync With Stocks, Jan 11, 2022: imf.org).

According to Evan (@StockMKTNewz), his actual investment portfolio is now available for real-time public viewing on Blossom, allowing traders to track his positions and portfolio allocations directly as market conditions change. This transparency provides valuable data points for active traders seeking to understand how experienced investors structure their holdings and react to news events. For cryptocurrency market participants, monitoring such public portfolios can offer unique insights into stock-crypto correlation strategies and capital allocation trends, especially as cross-market influences grow (Source: Twitter/@StockMKTNewz, June 19, 2025).