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 @KobeissiLetter, the S&P 500 has finished positive for seven consecutive months, the longest streak since 2018, delivering a 23.9 percent gain over this period. Source: The Kobeissi Letter on X, Dec 1, 2025. According to @KobeissiLetter, the Dow Jones Industrial Average has also recorded seven straight monthly gains, the longest streak since early 2018. Source: The Kobeissi Letter on X, Dec 1, 2025. According to @KobeissiLetter, the current run aligns with rallies seen in 2009, 2013, and 2021, reinforcing strong upside momentum heading into December, which the source notes is historically one of the strongest months for the market. Source: The Kobeissi Letter on X, Dec 1, 2025. According to @KobeissiLetter, the bulls are in control, underscoring a positive trend backdrop into year end. Source: The Kobeissi Letter on X, 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 @CNBC, buyers stepped in on oversold conditions and pulled the S&P 500 out of a decline during Monday’s session. Source: https://twitter.com/CNBC/status/1993068654762627090 According to @CNBC, this comes from Michael Santoli’s Monday market wrap-up highlighting the oversold setup and subsequent recovery in the S&P 500. Source: https://twitter.com/CNBC/status/1993068654762627090 According to @CNBC, no crypto-specific details were provided in the update; the item strictly notes the S&P 500 rebound from oversold conditions. Source: https://twitter.com/CNBC/status/1993068654762627090

According to @FoxNews, a new segment shows Democratic lawmakers attempting to explain why the U.S. stock market is described as booming even as Trump-era tariffs remain in place, highlighting tariff policy as a live market narrative for traders; source: https://www.foxnews.com/politics/watch-dems-attempt-explain-why-stock-market-booming-despite-trump-tariffs. For sector positioning, traders should note that Section 301 tariffs cover roughly $370 billion of Chinese imports with heavy exposure in machinery, electronics, and consumer products, which can pressure margins for import-intensive industries when costs are passed through; sources: https://ustr.gov/issue-areas/enforcement/section-301-investigations/section-301-tariff-actions and https://www.usitc.gov/publications/332/pub5405.pdf. Empirical research documents substantial pass-through of 2018 tariffs to U.S. import prices, implying higher input costs and earnings sensitivity during tariff shocks, which is relevant when pricing tariff-exposed equities; source: https://www.nber.org/papers/w25672. For digital assets, increased equity risk appetite can coincide with stronger co-movement in BTC and ETH, as the correlation between Bitcoin and the S&P 500 rose markedly post-2020, so an equity rally narrative can be supportive for crypto beta; source: https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-posing-new-risks. Headline risk around trade policy is a catalyst for volatility and sector rotation, so traders should monitor tariff-related developments for timing and hedging; source: https://www.federalreserve.gov/econres/ifdp/files/ifdp1256.pdf.

According to @KobeissiLetter, the S&P 500 has moved above 6,900 for the first time on October 28, 2025, marking a record high level for the index, source: @KobeissiLetter. The move implies roughly 18 trillion dollars in additional market capitalization since the April 2025 bottom, highlighting sustained large-cap equity strength, source: @KobeissiLetter. No sector breakdown or crypto-specific references were provided in the update, so traders only have the headline level and aggregate market cap change for immediate decision-making, source: @KobeissiLetter.

According to @CNBC, the ongoing stock market rally may hinge on what Chair Jerome Powell says after Wednesday’s Federal Reserve rate decision, as traders key in on post-meeting guidance that can shift risk appetite and positioning, source: CNBC. The Fed will announce its policy decision followed by Powell’s press conference, with market participants primed to react to his guidance immediately after the statement release, source: Federal Reserve and CNBC. For crypto markets, traders should monitor BTC and ETH for short-term volatility around Powell’s remarks, with cross-asset cues from the U.S. dollar index (DXY) and 10-year Treasury yields that reflect rate expectations and financial conditions, source: CNBC and Federal Reserve.

According to @KobeissiLetter, the S&P 500 is 0.7% away from a new record high and the October 10 drop has been almost entirely erased over the last 48 hours, a setup that traders often treat as a momentum and breakout watch near all-time highs, source: @KobeissiLetter.

According to @StockMKTNewz, Tom Lee said today’s pullback is a buying opportunity and that stocks could be 60 points higher a week from now, posted on X on Oct 10, 2025: https://twitter.com/StockMKTNewz/status/1976755228092367157 and sourced from TomLeeTracker: https://x.com/TomLeeTracker/status/1976743854285210021. This conveys a short-term bullish stance on U.S. equities that traders can monitor for risk-on momentum, and prior research shows crypto prices have increasingly moved in sync with stocks during risk-on periods: https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-posing-new-risks.

According to @CNBC, the S&P 500 (SPX) hit new highs on Wednesday as the usual flag carriers of the AI boom led the advance, with AI-linked megacaps powering the index-level breakout. CNBC’s wrap underscores that leadership remains concentrated in AI beneficiaries, a setup traders monitor for momentum sustainability and breadth risk. Source: CNBC.

According to @ReutersBiz, the S&P 500 and the Nasdaq advanced as artificial intelligence-related dealmaking boosted investor sentiment. According to @ReutersBiz, the gains came even as the U.S. government shutdown extended into its sixth day. According to @ReutersBiz, AI-focused M&A headlines were cited as the primary catalyst for the risk-on move in growth benchmarks.

According to @CNBC, billionaire hedge fund manager Paul Tudor Jones said the current setup is “so much more potentially explosive than 1999,” indicating that the ingredients are in place for a powerful surge in U.S. stock prices before the bull market tops out, a scenario he characterized as a potential blow-off phase in equities, source: CNBC. According to @CNBC, his remarks signal expectations for late-cycle upside momentum followed by a top, which traders can interpret as heightened near-term upside risk with eventual topping risk, source: CNBC. According to @CNBC, the source does not reference cryptocurrencies directly, so any crypto market impact was not discussed in the interview summary, source: CNBC.

According to @KobeissiLetter, the S&P 500 opened at a new record high and is up about 39% from its April 2025 low, with roughly $16 trillion in market cap added since that bottom (source: The Kobeissi Letter on X, Oct 3, 2025). For crypto traders, BTC and ETH have historically shown periods of positive rolling correlation with the S&P 500 during risk-on regimes, making equity breakouts an important cross-asset signal for crypto directionality (source: Kaiko research on BTC–S&P 500 correlations, 2022–2023). Monitoring BTC and ETH price action around the U.S. market open and reactions to S&P 500 futures can help identify spillover volatility into crypto when equities set new highs (source: Kaiko research on cross-asset correlations, 2022–2023).

According to @ReutersBiz, Wall Street’s major indexes hit record highs driven by tech stocks as investors monitored private labor data amid the U.S. government shutdown. According to @ReutersBiz, the update focused on equities and labor data, with no cryptocurrency market impacts mentioned.

According to @KobeissiLetter, the S&P 500 crossed above 6,700 for the first time in history less than 24 hours after the U.S. government shutdown began (source: @KobeissiLetter). The source states that the average 12-month return after a shutdown ends is +13% (source: @KobeissiLetter). Based on the source’s stated levels, a move from 6,700 to the cited ~7,600 12-month marker implies roughly +13.4% upside, consistent with the historical average noted (source: @KobeissiLetter). Crypto traders can monitor this equity benchmark and the 7,600 reference cited by the source as a cross-asset risk gauge when planning positioning and hedges (source: @KobeissiLetter).

According to @StockMKTNewz, 35 U.S.-listed stocks set new all-time highs intraday on Sep 23, 2025, including JPM, TSM, GS, AXP, GE, CAT, WFC, HOOD, WDC, STX, and WELL; source: @StockMKTNewz. The source also lists APH, APP, AU, AVAV, BK, CCJ, CLS, CMI, DGX, FLEX, HWM, IONQ, IREN, LRCXX, MCK, MS, NBIS, NEM, NU, QBTS, RGTI, TDY, and TPR among the names hitting all-time highs; source: @StockMKTNewz. For crypto-equity traders, note that HOOD, IONQ, QBTS, RGTI, and IREN are included in today’s all-time-high tape; source: @StockMKTNewz.

According to Charlie Bilello, the S&P 500 closed the week at a new all-time high, marking its 27th record close of the year for SPX, source: Charlie Bilello on X, Sep 21, 2025. He also shared a video update for further context on the SPX trend, source: Charlie Bilello on YouTube.

According to @business, FedEx (FDX) earnings are being watched for clues on how much further the stock market rally can run, framed through an old-time Dow Theory lens; the post links to a Bloomberg article for details. Source: Bloomberg @business tweet, Sep 18, 2025. For traders, the key takeaway is that FDX results may be interpreted as a confirmation signal for the equity rally under this theory; no direct crypto market implications were cited in the post. Source: Bloomberg @business tweet, Sep 18, 2025.

According to @StockMKTNewz, multiple large-cap tech, bank, semiconductor, travel, entertainment, and utility stocks printed new 52-week highs intraday today, including Google GOOGL, JPMorgan JPM, Alibaba BABA, Micron MU, KLA KLAC, Lam Research LRCX, Western Digital WDC, Unity U, Uber UBER, Lyft LYFT, Vistra VST, and Riot Platforms RIOT, source: @StockMKTNewz. According to @StockMKTNewz, the highs list spans U.S. and European banks JPM, BAC, C, MS, BCS, DB, semiconductors and hardware MU, KLAC, LRCX, WDC, online platforms and travel CPNG, GRAB, EXPE, and entertainment LYV, WBD, TKO, indicating broad participation across sectors based on the named tickers, source: @StockMKTNewz. According to @StockMKTNewz, crypto-equity traders may note that Riot Platforms RIOT appeared on the 52-week-high list alongside AI and hardware names such as IONQ and MU, which can be used as a reference for equity proxies linked to digital-asset sentiment, source: @StockMKTNewz.

According to The Kobeissi Letter, the Federal Reserve is set to cut rates while inflation rebounds, a setup they state the stock market will like, source: The Kobeissi Letter on X, Aug 23, 2025. According to The Kobeissi Letter, wage growth is likely to lag inflation and the wealth gap could widen, signaling pressure on real consumer incomes, source: The Kobeissi Letter on X, Aug 23, 2025. For traders, looser policy into rising inflation can boost risk assets, and crypto often trades as high beta to equities with documented periods of positive BTC–Nasdaq correlation in 2020–2022, source: Kaiko Research correlation studies 2022–2023 and Coin Metrics State of the Network. Key market checks for positioning include DXY, the US 2-year yield, and real yields, where a softer dollar and lower front-end yields have coincided with stronger BTC and ETH in prior risk-on phases, source: Federal Reserve H.15 data and Kaiko Research.