According to @garyblack00, U.S. equity futures are sharply lower pre-market as the Trump Administration’s push for lower short-term rates threatens Fed independence, lifting inflation expectations and long-term yields, a setup that typically pressures high-duration equities and favors defensive assets (source: @garyblack00 on X, Jan 12, 2026). Gold and silver have surged to new highs, signaling risk-off rotation into precious metals amid rising inflation expectations (source: @garyblack00 on X, Jan 12, 2026). Brent crude is lower after Iran said security forces have full control following two weeks of unrest, easing supply risk premia (source: @garyblack00 on X, Jan 12, 2026). NVDA and TSLA are down in pre-market trading in line with the Nasdaq, highlighting broad growth-tech weakness under higher rate expectations (source: @garyblack00 on X, Jan 12, 2026). The post does not cite any direct impact on crypto assets or BTC/ETH pricing, implying no immediate crypto-specific signal from this update (source: @garyblack00 on X, Jan 12, 2026).

According to @milesdeutscher, gold is exploding, trading cards are ripping, stocks are making new highs, and rate cuts are coming (source: @milesdeutscher on X, Sep 3, 2025). According to @milesdeutscher, these signals indicate the market cycle is not over and may be entering a crazy phase, suggesting continued risk-on momentum (source: @milesdeutscher on X, Sep 3, 2025). For trading, this view from @milesdeutscher supports monitoring high beta assets and crypto majors like BTC and ETH for momentum continuation and liquidity driven breakouts, while tracking gold and equity strength as confirmation (source: @milesdeutscher on X, Sep 3, 2025).

According to The Kobeissi Letter, gold prices have surged by 114% since March 2020, significantly outperforming the bond market, as indicated by the popular bond-tracking ETF, $TLT, which has declined by 45%. This remarkable shift in investment sentiment towards gold is attributed to several factors, including economic instability and inflation concerns, which have increased gold's appeal as a safe-haven asset. Traders are advised to consider the continued volatility in the bond market and the potential for further gains in gold as part of their diversified investment strategies.

According to The Kobeissi Letter, gold has outperformed stocks over the past 20 years with a 620% increase compared to a 580% gain in the S&P 500. In the last 9 months, gold has surged by over $1,000/oz, indicating potential economic concerns. Traders are advised to consider gold as a hedge against market volatility.