According to @KobeissiLetter, 100% of NYSE Arca Gold Miners Index constituents are trading above their 200-day moving average, matching breadth peaks from 2020 and 2016, source: The Kobeissi Letter on X, Oct 1, 2025. According to @KobeissiLetter, the Gold Miners Index has rallied 123% year-to-date and is on track for its best annual performance this century, source: The Kobeissi Letter on X, Oct 1, 2025. According to @KobeissiLetter, the index’s performance relative to the S&P 500 has risen to its highest level since 2020, source: The Kobeissi Letter on X, Oct 1, 2025. According to @KobeissiLetter, no direct crypto market impact was cited in the source, source: The Kobeissi Letter on X, Oct 1, 2025.

According to Michaël van de Poppe, the Ethereum ($ETH) rally of 2025 is anticipated to be unexpected and widely disregarded. Despite skepticism, this rally may occur amidst increasing institutional focus on utility coins, indicating a shift in market dynamics. As institutional interest grows, traders should monitor $ETH and utility coins for potential opportunities. (Source: @CryptoMichNL)

According to Michaël van de Poppe, $ETH is likely to experience a significant yet unexpected rally in 2025. He notes that despite the lack of anticipation and general disinterest, Ethereum's potential surge could catch traders by surprise. Furthermore, van de Poppe suggests that as institutional interest grows, coins with real utility might gain prominence in the market. This highlights the importance for traders to consider both Ethereum and utility coins in their trading strategies. (Source: Michaël van de Poppe's Twitter)