According to @KobeissiLetter, Japanese investors held a combined $2.22 trillion in US bonds and stocks at the end of 2024, based on Bank of Japan data, highlighting their outsized role in US asset demand, source: Bank of Japan data cited by @KobeissiLetter. The tweet adds that the next largest exposures are via the Cayman Islands and France at $834 billion and $179 billion respectively, with the UK also noted though the excerpted figure is not shown, source: Bank of Japan data cited by @KobeissiLetter. For traders, the scale of Japanese capital flows is a critical liquidity and pricing driver for US Treasuries and equities, making Bank of Japan policy signals and yen dynamics important catalysts to monitor, source: Bank of Japan data cited by @KobeissiLetter.

According to @KobeissiLetter, investors have bought a net +$96 billion of South Korea stocks since 2019, with +$35 billion in net purchases in 2025 alone, accounting for 36% of the total. According to @KobeissiLetter, South Korea has been the best-performing global market over the last year with a +99% gain. According to @KobeissiLetter, these sustained inflows underscore robust demand and liquidity in Korean equities that traders track for trend strength.

According to @KobeissiLetter, SpaceX plans to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead a 2026 IPO, as reported by the Financial Times (source: @KobeissiLetter citing Financial Times). The deal is expected to target a valuation of up to 1.5 trillion dollars, which would make it the largest IPO in history if executed as reported (source: @KobeissiLetter citing Financial Times).

According to @KobeissiLetter citing U.S. Treasury TIC data, EU investors hold a record 10 trillion in U.S. assets, with about 6 trillion in U.S. equities or roughly 58 percent of EU holdings and about 2 trillion in U.S. Treasuries, per U.S. Treasury TIC data. This concentration indicates EU cross border flows can influence U.S. equity liquidity and Treasury demand, per U.S. Treasury TIC data and Federal Reserve research on foreign investor effects on yields. For crypto traders, IMF research shows rising comovement between Bitcoin and U.S. equities, implying EU reallocations between equities and Treasuries can transmit to BTC and ETH through risk appetite and financial conditions, per IMF analysis and Federal Reserve Financial Stability assessments. Key watchpoints are TIC flow releases and moves in U.S. yields as signals for potential spillovers to crypto, per U.S. Treasury TIC data and IMF research.

According to @StockMKTNewz, the U.S. stock market closed the day green, marking the completion of the first full trading week of 2026; source: @StockMKTNewz on X, Jan 9, 2026. This confirms a positive daily finish for U.S. equities, though no index or sector breakdown was provided; source: @StockMKTNewz on X, Jan 9, 2026.

According to @burrytracker, Inverse Cramer has overtaken the Pelosi-tracking portfolio for the No. 1 spot on the Autopilot leaderboard, signaling a leadership change closely watched by copy-trading participants. Source: @burrytracker on X (Jan 5, 2026); @pelositracker on X. The referenced post from @pelositracker confirms the leaderboard shift but does not disclose performance metrics, constituent tickers, or methodology details, limiting immediate quantitative analysis. Source: @burrytracker on X (Jan 5, 2026); @pelositracker on X. The announcement pertains to equity-focused portfolios; the posts do not mention cryptocurrencies, and no crypto market impact is cited. Source: @burrytracker on X (Jan 5, 2026); @pelositracker on X.

According to @CNBC, U.S. stocks showed little reaction to President Trump’s extraordinary action on Venezuela on Jan 5, 2026. According to @CNBC, investors view the development as a bull case for equities despite the geopolitical headline risk.

According to @CNBC, U.S. stock futures were little changed in pre-market trading after the S&P 500 recorded a three-day winning streak, as noted in its live updates (source: CNBC). @CNBC did not provide crypto market implications or cross-asset commentary in this update (source: CNBC).

According to @charliebilello, the S&P 500 was down over 15% year to date on April 8 (the 4th worst start on record) but then rallied 38%, leaving it up 17% YTD and notching 37 all-time highs in 2025, highlighting a powerful momentum regime for risk assets, source: @charliebilello on X. IMF research documented a marked rise in BTC–S&P 500 co-movement since 2020, indicating that strong equity momentum can have greater relevance for crypto market risk and spillovers, source: IMF Blog by Tobias Adrian, Tara Iyer, and Mahvash S. Qureshi, January 2022.

According to @KobeissiLetter, the Nasdaq 100 is up about 2% intraday as U.S. Core CPI falls to its lowest level since March 2021. According to @KobeissiLetter, the S&P 500 is up nearly 100 points on the day. According to @KobeissiLetter, the equity rally is tied to the softer Core CPI print; the source did not provide cryptocurrency market data.

According to Lisa Abramowicz, a surge in M&A activity and debt issuance has helped propel bank stocks, with the S&P banking index up more than 30% year to date and hitting new all-time highs; source: Lisa Abramowicz on X, Dec 12, 2025.

According to @CNBC, European markets are set for a lackluster start to the new trading week as investors await the Federal Reserve decision, signaling a cautious tone at the open (source: CNBC). @CNBC characterizes the session tone as subdued ahead of the Fed outcome, with investors in wait-and-see mode (source: CNBC).

According to @CNBC, the ongoing crypto sell-off threatens to remove 2025’s strongest stock market support — retail trader buying — signaling potential pressure on equities if retail participation fades (source: CNBC). @CNBC states that retail traders have been the biggest supporter of the stock market this year, making crypto-to-equity spillover risk a key focus for traders (source: CNBC).

According to @CNBC, November has been weak and not typical for U.S. stocks, signaling a deviation from the usual market pattern highlighted in the CNBC Daily Open update (source: @CNBC, Nov 28, 2025). According to @CNBC, the headline underscores equity-market pressure as the dominant theme, a factor traders can use to gauge risk sentiment across assets even though specific index or sector figures were not provided in the post (source: @CNBC, Nov 28, 2025).

According to @CNBC, Bank of America expects only a meager gain for stocks next year (source: @CNBC on X, Nov 27, 2025).

According to @StockMKTNewz, a live stream is currently live and accessible via the shared link for real-time updates relevant to traders. Source: @StockMKTNewz on X, Nov 26, 2025. The post does not specify an agenda, tickers, or topics, indicating any actionable insights will be available directly during the stream. Source: @StockMKTNewz on X, Nov 26, 2025.

According to @CNBC, Santoli’s Tuesday market wrap reports that U.S. stocks continue to make progress in repairing the minor rupture of the past few weeks, indicating ongoing stabilization after recent weakness, source: @CNBC. For crypto traders, this equity backdrop is relevant given documented episodes of positive correlation between BTC and U.S. equities during risk-on phases, source: International Monetary Fund; source: European Central Bank.

According to @QCompounding, it is time to buy quality stocks, signaling a direct buy call on high-quality equities today; source: @QCompounding on X, Nov 25, 2025. The post did not provide specific tickers, sectors, entry levels, or a time horizon; source: @QCompounding on X, Nov 25, 2025. No crypto assets or BTC/ETH implications were mentioned in the post; source: @QCompounding on X, Nov 25, 2025.

According to @StockMKTNewz, Morgan Stanley strategist Michael Wilson said the US stock market is likely nearing the end of the recent selloff and reiterated a bullish outlook for next year. According to @StockMKTNewz, the update indicates the strategist expects stabilization in US equities following the pullback, without specifying index levels or sector targets. According to @StockMKTNewz, the commentary focused on US stocks and did not include direct guidance for the cryptocurrency market.

According to @stocktalkweekly, bulls are defending key intraday support in the morning session, indicating buyers are holding critical levels early in the day, source: @stocktalkweekly, Nov 14, 2025. The post also cautions that significant trading time remains, underscoring potential shifts in momentum later in the session, source: @stocktalkweekly, Nov 14, 2025.