According to @WatcherGuru, Alphabet’s Google (GOOGL) reported $102.3 billion in revenue for Q3 2025, beating expectations. According to @WatcherGuru, the post is a headline earnings beat update and did not include EPS, guidance, or market reaction details.

According to @lookonchain, wallet 0xc2a3 with a 100 percent win rate closed all 2,186 BTC longs worth 256.56 million dollars for a profit of 1.4 million dollars, signaling full BTC long exits by this whale source: @lookonchain on X, Oct 29, 2025. According to @lookonchain, wallet 0x4e8d with a 69.23 percent win rate partially closed 419.48 BTC longs worth 47.68 million dollars at a realized loss of 327 thousand dollars source: @lookonchain on X, Oct 29, 2025. According to @lookonchain, Machi Big Brother added more longs on ETH and HYPE indicating renewed long-side exposure in these assets source: @lookonchain on X, Oct 29, 2025. According to @lookonchain, wallet 0xf625 who earned 8.3 million dollars from auto deleveraging during the Oct 11 crash added more ETH shorts increasing short-side pressure on ETH source: @lookonchain on X, Oct 29, 2025.

According to @business, Sergey Brin’s nonprofit stands to gain about $242 million from MapLight Therapeutics’ upcoming IPO, even though Brin’s name does not appear in the company’s IPO filings (source: Bloomberg/@business, Oct 27, 2025). The report indicates the listing is imminent and adds to the 2025 biotech IPO calendar, making MapLight a name to watch for price discovery and first-day liquidity (source: Bloomberg/@business, Oct 27, 2025). The report does not cite any direct cryptocurrency market impact for BTC or ETH from this IPO (source: Bloomberg/@business, Oct 27, 2025).

According to the source, an AWS outage exposed the crypto market’s reliance on a single cloud provider, elevating operational risk across exchange APIs, RPC node endpoints, and oracle updates that can widen spreads and increase liquidation risk during incidents. According to the source, traders should monitor cloud and venue status pages in real time, reduce leverage, diversify RPC endpoints, and route orders to venues with multi-cloud or on-prem redundancy to mitigate execution slippage and latency spikes.

According to @lookonchain, 10 Bitcoin ETFs recorded a net inflow of 4,306 BTC valued at $465.88 million on Oct 22, indicating positive ETF demand that day. Source: @lookonchain on X, Oct 22, 2025. According to @lookonchain, BlackRock saw inflows of 1,884 BTC ($203.83 million) and now holds 803,287 BTC worth $86.91 billion. Source: @lookonchain on X, Oct 22, 2025. According to @lookonchain, 9 Ethereum ETFs posted a net inflow of 25,310 ETH ($96.68 million), while BlackRock recorded 10,585 ETH ($40.43 million) of inflows and holds 3,995,770 ETH valued at $15.26 billion. Source: @lookonchain on X, Oct 22, 2025.

According to @KobeissiLetter, US equity investors sold $3.0 billion last week, marking the 4th consecutive weekly sale (source: @KobeissiLetter, X, Oct 16, 2025). Hedge funds dumped $2.1 billion, their 4th straight weekly outflow, taking the 4-week average to -$2.1 billion, the largest on record since 2008 (source: @KobeissiLetter, X, Oct 16, 2025). Institutional investors sold $400 million, down from $3.6 billion the prior week (source: @KobeissiLetter, X, Oct 16, 2025). Retail investors saw $500 million in outflows, bringing the 4-week average to -$400 million (source: @KobeissiLetter, X, Oct 16, 2025). The source characterizes this as hedge funds cashing in gains and provides no crypto-specific data or BTC/ETH flow details (source: @KobeissiLetter, X, Oct 16, 2025).

According to @business, despite major US banks promoting AI-driven efficiencies, there have been no significant job cuts so far, with Bank of America showing a net decline of only four employees, indicating minimal labor impact to date (source: Bloomberg/@business, Oct 15, 2025). For traders, this means near-term labor-cost savings from AI adoption at large banks have not materialized, limiting immediate margin upside for bank equities relative to efficiency claims (source: Bloomberg/@business, Oct 15, 2025). The report provides no direct linkage to cryptocurrency markets, with no stated impact on BTC or ETH flows or pricing (source: Bloomberg/@business, Oct 15, 2025).

According to @business, Morgan Stanley reported zero dollars in loan-loss provisions in its latest results amid emerging concerns about US credit quality, marking a notable stance on reserve builds this quarter, source: Bloomberg via @business, bloomberg.com. A zero provision removes incremental credit expense under CECL for the period, mechanically supporting reported earnings relative to quarters with reserve builds, source: FASB ASC 326 Current Expected Credit Loss. For traders, this datapoint is central to pricing Morgan Stanley credit risk and bank equity volatility, and bank-stress shifts have historically transmitted to crypto risk sentiment through tighter financial conditions, source: IMF Global Financial Stability Note 2022 on equity-crypto correlations; BIS Bulletin 2023 on crypto risk linkages. Key watch items now include management guidance on net charge-offs and reserve outlook, ICE BofA US High Yield OAS for macro credit tone, and BTC and ETH volatility and funding metrics for spillover, source: FASB ASC 326; ICE BofA Indices; CME CF and Deribit volatility benchmarks.

According to @CNBC, Levi Strauss (LEVI) shares are sliding even after the company raised its full-year guidance, indicating a negative market reaction to the update that traders can use to frame event-driven risk and timing for entries and exits (source: @CNBC). For crypto traders, monitoring this equity selloff within broader risk sentiment may inform positioning in BTC and ETH during U.S. trading hours, though no additional details beyond the selloff and guidance raise were provided in the post (source: @CNBC).

According to @KobeissiLetter, the Trump Administration holds a 10% equity stake in Intel (INTC), 15% in MP Materials (MP), 10% in Lithium Americas (LAC), 10% in Trilogy Metals (TMC), a golden share in US Steel Corporation, and has floated the idea of equity stakes in defense contractors, source: @KobeissiLetter. According to @KobeissiLetter, these government equity stakes signal a policy-driven market regime that can reshape risk premia and liquidity in semiconductors, rare earths, lithium, base metals, and steel, making INTC, MP, LAC, TMC, and US Steel key tickers for monitoring headline risk, options skew, and volume, source: @KobeissiLetter. According to @KobeissiLetter, crypto traders should track BTC and ETH for correlation and volatility shifts as policy headlines around strategic industries can spill over into broader risk sentiment, source: @KobeissiLetter.

According to @AltcoinGordon, Google searches for Altcoins have surged sharply, suggesting a spike in retail interest. Source: @AltcoinGordon on X, Sep 30, 2025. Rising Google Trends interest is widely used as a retail-attention proxy and has been linked to higher short-term trading volumes and volatility in financial assets and crypto. Source: Da, Engelberg, Gao 2011, Journal of Finance; Kristoufek 2013, Scientific Reports; Google Trends. Traders can validate the signal by tracking Google Trends for altcoins alongside altcoin market cap ex BTC (TOTAL2) and BTC dominance (BTC.D) for rotation cues. Source: Google Trends; TradingView indices TOTAL2 and BTC.D. If retail flows expand, monitor perpetual funding rates and open interest across major exchanges to gauge crowded positioning and manage risk. Source: Binance Futures funding rate documentation; Bybit derivatives metrics.

According to @rovercrc, $21 billion in Bitcoin (BTC) and Ethereum (ETH) options are set to expire today (source: @rovercrc). According to @rovercrc, traders should expect elevated crypto volatility around the expiration window (source: @rovercrc).

According to @business, Alibaba will raise its AI development spending to build a complete AI ecosystem that rivals U.S. competitors, a headline that puts near-term investment intensity and guidance in focus for BABA ADR and 9988.HK; source: Bloomberg (@business) tweet and article link: https://www.bloomberg.com/news/articles/2025-09-24/alibaba-to-raise-spending-on-ai-above-50-billion-plan. Alibaba’s AI stack is anchored by Alibaba Cloud and its Tongyi Qianwen large language model, which Alibaba has made available for enterprise use in China; source: Alibaba Group and Alibaba Cloud product and news pages: https://www.alibabagroup.com/en-US/news and https://www.alibabacloud.com. A key execution variable remains access to advanced AI chips in China, as U.S. export controls restrict supply of leading-edge accelerators, influencing model training and inference scale; source: U.S. Department of Commerce, Bureau of Industry and Security, October 2023 rules update: https://www.bis.doc.gov. Crypto angle: large-scale AI investment headlines from megacap tech have been tracked by market analysts as catalysts for AI-related crypto sectors; traders may watch AI tokens and majors such as BTC and ETH for sentiment shifts following this news; source: Kaiko Research market commentary: https://kaiko.com/research.

According to @StockMKTNewz, Micron Technology (MU) reported EPS of $3.03, beating the $2.79 consensus estimate (source: @StockMKTNewz on X, Sep 23, 2025). According to @StockMKTNewz, revenue was $11.3 billion, topping the $11.2 billion expectation (source: @StockMKTNewz on X, Sep 23, 2025). According to @StockMKTNewz, this update confirms a headline beat on both EPS and revenue versus expectations, a data point traders monitor for semiconductor sector momentum (source: @StockMKTNewz on X, Sep 23, 2025). According to @StockMKTNewz, the post does not reference cryptocurrency markets or digital assets (source: @StockMKTNewz on X, Sep 23, 2025).

According to @AggrNews citing Bloomberg, Tether is aiming for a 500 billion valuation in a significant funding round reported on Sep 23, 2025, source: @AggrNews and Bloomberg. Traders should monitor USDT supply via Tether transparency for any issuance or redemption trends that could affect market liquidity and basis across BTC and ETH pairs, source: Tether. Market participants can also track stablecoin market share and USDT dominance for liquidity cues and watch perpetual funding rates on major exchanges to assess risk appetite during the headline window, source: CoinMarketCap and Binance.

According to Reuters Business, Magnum ice cream will deploy NotCo’s AI to develop new products, signaling an AI-driven R&D push in the consumer staples category that traders should note for execution speed and margin implications. Source: Reuters Business. Magnum is a Unilever brand, so equity traders may watch UL US and ULVR LN for any commentary on product pipeline velocity or cost efficiency tied to AI-enabled formulation. Source: Unilever. NotCo’s platform uses machine learning to design food formulations, which has been positioned to shorten time-to-market and enable plant-based innovation, a dynamic that can affect supplier selection and pricing power across the value chain. Source: NotCo. For cross-asset positioning, AI adoption headlines have previously coincided with broader AI risk-on sentiment in equities and select AI-linked crypto tokens, so crypto traders can monitor whether AI narrative momentum spills over into assets like RNDR and FET alongside large caps BTC and ETH. Source: Reuters market coverage.

According to @StockMKTNewz, Bloomberg reports that Tesla (TSLA) has been approved to begin testing self-driving cars in Arizona with a safety monitor, indicating supervised on-road trials rather than driverless deployment (source: Bloomberg via @StockMKTNewz). For traders, this is a regulatory progress update rather than authorization for commercial autonomous service, which frames expectations for near-term revenue and deployment timelines (source: Bloomberg via @StockMKTNewz). No direct crypto linkage was mentioned in the report, but traders tracking cross-asset risk sentiment may watch for headline-driven spillover into BTC and ETH during U.S. sessions even though the approval is limited to supervised testing (source: Bloomberg via @StockMKTNewz).

According to the source, a new Pew Research Center survey finds most U.S. adults believe AI will erode creativity and interpersonal relationships, indicating rising public skepticism toward AI adoption, source: Pew Research Center. For traders, AI-related sentiment shocks have historically coincided with volatility in AI-narrative crypto tokens such as RNDR, ASI, and GRT around major AI headlines in 2023–2024, source: CoinGecko industry and sector performance reports (2023–2024). Positioning risk should be gauged via perpetuals funding rates and open interest on AI tokens; elevated positive funding and rising open interest often reflect crowded longs vulnerable to reversals, source: Binance Research derivatives primers (2020–2023). Broader risk appetite links between tech-led narratives and crypto beta were observed during prior cycles in 2023, so traders should also watch BTC and ETH for spillover if AI sentiment weakens, source: Kaiko market structure and correlation analyses (2023).

According to the source, Bitcoin dominance has been sliding for weeks and a continued downtrend could target 44%, the same level seen at the peak of the 2021 altcoin cycle, signaling potential relative outperformance by alts if reached, source: @MilkRoadDaily. The source states the altcoin market cap excluding BTC and ETH is pressing against its 2021 highs, where a breakout would signal a new expansion phase and the largest rotation of this cycle, source: @MilkRoadDaily. The source reports the Altcoin Season Index is at 78, firmly in altseason territory, source: @MilkRoadDaily. The source highlights a macro headwind with ISM stuck at 48 and in contraction for 30+ months, noting that markets have often turned higher while ISM was below 50 and that gold and the S&P 500 are pushing all-time highs, but the strongest rallies usually begin when ISM returns above 50, source: @MilkRoadDaily. The source adds that tomorrow’s Fed rate decision is pivotal; a cut could help push ISM back above 50, unlock rotations from $7.4T in money market funds into risk assets like crypto, and become the final catalyst for a full-scale altcoin breakout, source: @MilkRoadDaily. For trading, the source suggests watching BTC dominance toward 44%, an altcoin market cap breakout over 2021 highs, Altcoin Season Index sustainability above 75, and the Fed decision as key triggers for rotation into alts, source: @MilkRoadDaily.

According to @KobeissiLetter, the U.S. Treasury posted a 345 billion budget deficit in August 2025, the largest monthly deficit of 2025 and the second-worst August on record, rising from July’s 291 billion (source: The Kobeissi Letter on X, Sep 12, 2025). Government spending surged to 689 billion for the month, pushing the fiscal year 2025 deficit to 1.97 trillion through eleven months, on track to be the third-largest annual shortfall after 2020 and 2021 (source: The Kobeissi Letter on X, Sep 12, 2025). The author characterizes this as an accelerating deficit spending spiral, a macro backdrop traders monitor when assessing Treasury supply, bond yields, U.S. dollar direction, and crypto risk sentiment in assets such as BTC and ETH (source: The Kobeissi Letter on X, Sep 12, 2025).