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

According to @StockMKTNewz, the Nasdaq 100 just recorded its strongest one-day advance since May, signaling a risk-on session in mega-cap tech (source: @StockMKTNewz on X, Nov 24, 2025). For crypto traders, this matters because Bitcoin’s correlation with US tech equities has frequently turned positive during risk-on regimes, making equity momentum a cross-asset cue for BTC and ETH (source: Kaiko Research, Cross-Asset Correlations 2023). Watch if equity strength is confirmed by rising BTC and ETH liquidity and basis in CME futures and spot volumes, as CME reported record Bitcoin futures open interest in 2024, reflecting increased institutional use (source: CME Group market statistics 2024). Crypto-proxy equities can serve as confirmation signals given their exposure: Coinbase is directly tied to crypto trading activity and MicroStrategy holds substantial BTC on its balance sheet (source: Coinbase Global, Inc. Form 10-Q 2024; MicroStrategy Incorporated quarterly filings 2024).

According to The Kobeissi Letter, US stocks extended gains with the Nasdaq 100 up 2.6 percent after President Trump said he is heading to Beijing in April (Source: The Kobeissi Letter). For crypto traders, research has documented that BTC and ETH often show positive short-term correlation with the Nasdaq 100 during risk-on episodes, suggesting potential cross-asset spillover to monitor (Sources: Kaiko; Coin Metrics).

According to @StockMKTNewz, the NASDAQ 100 tracker QQQ is up more than 2% intraday today, indicating broad strength in U.S. mega-cap tech. Source: @StockMKTNewz on X, Nov 24, 2025. For crypto markets, research has documented that Bitcoin BTC has shown periods of positive correlation with U.S. equities like the NASDAQ 100 during macro-driven risk-on sessions, a relationship relevant for intraday positioning when tech leads. Source: Kaiko Research, 2024 cross-asset correlation analyses.

According to @StockMKTNewz, the US stock market opened green today, indicating early-session gains at the cash open on Nov 24, 2025, source: @StockMKTNewz on X. For crypto traders, this green equity open serves as the session's macro risk-sentiment backdrop when monitoring intraday behavior in BTC and ETH during US cash hours, source: @StockMKTNewz on X.

According to @simplykashif, Bank of America’s latest Global Fund Manager Survey identifies an AI stock bubble as the biggest current market risk, surpassing geopolitics, inflation, and rate cuts. Source: @simplykashif; Bank of America Global Fund Manager Survey. For crypto traders, this elevates cross-asset risk because BTC and ETH have shown positive correlations with tech-heavy equities during drawdowns in 2022–2023, implying potential spillovers if AI leaders correct. Source: Kaiko Research; Coin Metrics State of the Network. Key risk gauges to track include VIX volatility from Cboe and market breadth in AI-linked megacaps, which have historically coincided with crypto beta moves during equity stress. Source: Cboe Global Markets; Nasdaq, Inc.; Kaiko Research.

According to @StockMKTNewz, the US stock market closed the day green, signaling a positive risk tone into the next session; source: @StockMKTNewz, X, Nov 21, 2025. Given documented equity–crypto comovements since 2020, traders may watch for correlated moves in BTC and ETH following a green US close; source: IMF, Crypto Prices Move More in Sync With Stocks, 2022.

According to @lisaabramowicz1, Walmart’s earnings highlight two trading-relevant points: a planned switch from the NYSE to the Nasdaq to emphasize its technology positioning, and rising costs that are likely to flow through to consumer prices in the coming months, which traders should factor into inflation and margin expectations. source: @lisaabramowicz1 on X BTC and ETH have shown periods of positive rolling correlation with the Nasdaq in 2023–2024, so shifts in tech-equity risk sentiment from a Walmart-led tech narrative can spill over into crypto volatility and directional bias. source: Kaiko Research 2024 If retail prices rise, they feed directly into CPI components per official methodology, making Walmart’s cost pass-through a potential near-term input for inflation-trackers and rate expectations. source: U.S. Bureau of Labor Statistics, CPI Handbook Historically, stickier inflation and higher real yields have been associated with headwinds for digital asset returns and increased volatility in BTC and ETH, reinforcing the need to monitor inflation-sensitive catalysts. source: Coinbase Institutional Research 2023; ARK Invest, Big Ideas 2023 Trading takeaway: Watch for timing and magnitude of Walmart price pass-through, gauge Nasdaq risk tone for crypto correlation, and manage BTC/ETH exposure into CPI and rates events if retail price pressures materialize. source: @lisaabramowicz1 on X; Kaiko Research 2024; U.S. BLS CPI Handbook; Coinbase Institutional Research 2023