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).

According to @lookonchain, DEX spot trading volume totaled $94.796B last week, down 17.16% week over week, while DEX perpetuals volume fell 27.89% to $107.187B, source: @lookonchain. Uniswap handled $23.556B (-23.09% WoW), PancakeSwap $15.349B (+10.60% WoW), and Meteora $5.75B (+32.49% WoW), source: @lookonchain. Perps venues saw Hyperliquid at $60.596B (-31.22% WoW), edgeX $9.972B (-0.23% WoW), and Orderly $4.36B (-33.22% WoW), source: @lookonchain. The total stablecoin market cap increased by $2.04B, with USDT and USDC on Ethereum up $2.66B and on Solana down $775M, source: @lookonchain. Six listed companies purchased 3,647.17 BTC (~$410M), Bitmine (BMNR) bought another 202,469 ETH ($881M) to hold 2,069,443 ETH (~$9B), and the Ethereum Foundation sold 10,000 ETH ($42.7M), source: @lookonchain.

According to @OnchainLens, a whale closed a 15x ETH long and realized a $35.39M loss (source: @OnchainLens; hyperdash.info). The same wallet opened a BTC short of 1,106.93 BTC with 25x leverage, notional value $122.6M (source: @OnchainLens; hyperdash.info). Traders can review the wallet’s on-chain derivatives activity for execution timing and size to assess BTC and ETH perp flow (source: hyperdash.info; @OnchainLens).

According to Lookonchain, 10 Bitcoin ETFs recorded net inflows of +2,933 BTC (+$328.94M) on Sept 3, with Fidelity contributing +1,157 BTC (+$129.78M) and now holding 200,655 BTC valued at $22.5B, source: Lookonchain (X, Sept 3, 2025). According to Lookonchain, 9 Ethereum ETFs saw net outflows of -49,829 ETH (-$222.49M) on the same day, with Fidelity reporting -23,365 ETH (-$104.33M) in outflows, source: Lookonchain (X, Sept 3, 2025).

According to @rovercrc, China is considering allowing yuan-backed stablecoins to support RMB internationalization (source: Crypto Rover on X). The post does not reference any official notice or document from the People's Bank of China, State Administration of Foreign Exchange, or other regulators (source: Crypto Rover on X). For context, China is piloting the e-CNY central bank digital currency, which is distinct from privately issued stablecoins in governance and legal status (source: People's Bank of China). An existing offshore yuan-pegged stablecoin, CNHT, is issued by Tether, highlighting current market infrastructure for RMB-linked tokens outside the mainland (source: Tether). Stablecoins are widely used as quote and settlement instruments in crypto trading, making regulatory developments material for liquidity and pricing dynamics if officially confirmed (source: Bank for International Settlements). Traders should await confirmation from official channels such as the People's Bank of China or the Hong Kong Monetary Authority before positioning on this headline (source: People's Bank of China; Hong Kong Monetary Authority).

According to Ai 姨 (@ai_9684xtpa), in 2015 the US stock market capitalization was 24 trillion versus the crypto market’s roughly 40 billion, a gap of about 6000 times (source: Ai 姨 @ai_9684xtpa on X, Aug 11, 2025). According to Ai 姨 (@ai_9684xtpa), by 2025 the US stock market is 63 trillion and crypto about 4 trillion, narrowing the gap to roughly 16 times (source: Ai 姨 @ai_9684xtpa on X, Aug 11, 2025). According to Ai 姨 (@ai_9684xtpa), crypto-concept equities total 3.28 trillion in market cap, BTC reserves sum to 436.6 billion, ETH reserves to 12.6 billion, and 121 US-listed companies are building crypto reserves (source: Ai 姨 @ai_9684xtpa on X, Aug 11, 2025). Based on these figures reported by Ai 姨 (@ai_9684xtpa), the equity-crypto gap compressed from roughly 6000x to roughly 16x over 2015–2025, a trading-relevant benchmark of rising integration between public equities and digital assets (source: Ai 姨 @ai_9684xtpa on X, Aug 11, 2025).

According to @KobeissiLetter, Nvidia (NVDA) and AMD (AMD) have reportedly agreed to remit 15% of revenues from China chip sales to the US government in order to secure export licenses for their chips, source: @KobeissiLetter. The post describes this as an "unusual agreement" with Trump tied to obtaining export licenses for shipments to China, source: @KobeissiLetter. If confirmed, a 15% revenue give-up would mechanically reduce retained revenue on affected China sales by the same percentage while potentially restoring some sales via export licenses, which is a key trade-off for margin versus volume that equity traders will price, source: @KobeissiLetter. Equity traders should monitor NVDA, AMD, and semiconductor ETFs for headline-driven gap risk and shifts in options implied volatility pending any official confirmations on licensing, source: @KobeissiLetter. Crypto traders should track BTC and ETH for risk-sentiment spillover from US–China AI chip policy headlines given the report’s focus on export licensing to China, source: @KobeissiLetter. The post does not include links to official company filings or US government notices, so confirmation risk remains central to position sizing and timing, source: @KobeissiLetter.

According to @CrypNuevo, BTC dominance (BTC.D) and ETH/BTC have just completed a key inflection he calls the moment of truth, leading him to shift attention from BTC to altcoins where he sees liquidity rotating, source: @CrypNuevo on X, Aug 10, 2025. For trading, his signal points to prioritizing altcoins over BTC in the near term based on this rotation view, source: @CrypNuevo on X, Aug 10, 2025. He did not specify particular altcoins in this update, source: @CrypNuevo on X, Aug 10, 2025.

According to @MilkRoadDaily, August 2025 will feature numerous crypto market catalysts, including major macroeconomic data releases and significant token unlock events, all of which are expected to impact trading volumes and price volatility. Traders should monitor these scheduled events closely, as they present both risks and opportunities for active portfolios and short-term strategies. Source: @MilkRoadDaily.