According to the source, a Friday announcement reportedly stated that Bank of America, Goldman Sachs, and Citi are exploring issuing a stablecoin; however, no official bank press release, regulator notice, or consortium announcement was provided to verify the claim, so it cannot be confirmed for trading decisions. Source: user-supplied social media post. To enable trading-grade analysis (e.g., implications for BTC and ETH liquidity, stablecoin market share versus USDC and USDT, bank-issued tokenized deposit alternatives), please provide an official link from Bank of America, Goldman Sachs, Citi, a relevant consortium, or a regulator so the information can be verified. Source: user-supplied context; official source pending.

According to the source, Bank of America, Citi, and Goldman Sachs are among U.S. banks exploring a joint stablecoin, indicating movement toward a bank-backed digital dollar that market participants closely track for its relevance to settlement and payments infrastructure.

According to @KobeissiLetter, Goldman Sachs reports the US Dollar’s 1-month realized volatility exceeded the S&P 500 over the last month, marking only the third occurrence in seven years after December 2023 and July 2025 (source: The Kobeissi Letter; Goldman Sachs). During the April sell-off, the realized volatility ratio between the S&P 500 and the US Dollar Index reached 6x, the highest since 2020 (source: The Kobeissi Letter; Goldman Sachs). Year to date, the US Dollar is down about 10%, tracking its worst year since 1973, while the S&P 500 is up roughly 14% with 32 all-time highs (source: The Kobeissi Letter). For traders, persistent USD selling alongside higher FX volatility versus equities is a key macro backdrop for USD-priced risk assets, including crypto such as BTC and ETH, to monitor (source: The Kobeissi Letter).

According to the source, a Goldman Sachs strategist said it is too early to call a bubble in U.S. tech stocks, arguing the record rally is supported by strong earnings; source: Goldman Sachs. For crypto traders, earnings-led strength in mega-cap tech has historically coincided with improved risk appetite and a positive, time-varying correlation between BTC/ETH and U.S. equities; source: Kaiko Research. Monitor three spillover signals for crypto positioning: mega-cap earnings beats or misses, the Nasdaq 100 trend, and VIX levels as a proxy for risk-on or risk-off; sources: listed company earnings releases, Nasdaq, Cboe Global Markets.

According to The Kobeissi Letter, the VIX rose by 1.36 points over five consecutive sessions while the S&P 500 gained 1.09% over the same five days, marking simultaneous five-day advances in both measures for the first time since the VIX’s launch in 1990, based on Goldman Sachs data cited by The Kobeissi Letter. According to The Kobeissi Letter, the closest precedent was four-day overlaps in 1995 and 1996, per Goldman Sachs. According to The Kobeissi Letter, total call option volume averaged above 40 million contracts per day over the last 20 trading sessions for the first time. According to the IMF’s Global Financial Stability Report 2022, Bitcoin’s correlation with U.S. equities and risk sentiment increased notably after 2020, indicating equity volatility shocks can transmit to digital assets. According to BIS 2022 research on cross-asset spillovers, two-way volatility transmission between crypto and traditional markets has strengthened, suggesting that a rising VIX alongside rising equities can still lift crypto implied volatility. According to IMF and BIS evidence, crypto traders should monitor BTC and ETH options implied volatility, skew, and funding rates as equity-option activity and volatility regimes shift.

According to @stocktalkweekly, Goldman Sachs reports that U.S. investor sentiment is depressed despite all-time high equity prices and that money market fund inflows have exceeded stock market inflows over the past 12 months (source: Goldman Sachs via @stocktalkweekly, Oct 5, 2025). Based on this reported flow imbalance, traders can use the cash-heavy backdrop as context when evaluating liquidity and risk appetite across equities and crypto markets, including how a shift in flows could affect risk assets (source: Goldman Sachs via @stocktalkweekly).

According to @business, a virtually unknown trader executed a $2.6 billion trade that burned multiple Wall Street banks and is now central to a London lawsuit. Source: Bloomberg https://www.bloomberg.com/news/features/2025-10-05/citigroup-goldman-mufg-among-banks-burned-in-2-6-billion-trade According to @business, Bloomberg identifies Citigroup, Goldman Sachs, and MUFG among the affected institutions, with due diligence described as 'almost comically absent.' Source: Bloomberg https://www.bloomberg.com/news/features/2025-10-05/citigroup-goldman-mufg-among-banks-burned-in-2-6-billion-trade

According to @WatcherGuru, Goldman Sachs says they are seeing increased institutional participation in Ethereum (ETH), highlighting growing engagement from large clients in ETH markets, source: @WatcherGuru on X, Oct 3, 2025. According to @WatcherGuru, no specific metrics such as allocation size, volumes, or client mix were disclosed, which limits immediate quantification for trading models, source: @WatcherGuru on X, Oct 3, 2025.

According to @CNBC, Goldman Sachs CEO David Solomon warned that a stock market drawdown is coming and said 'People won’t feel good,' highlighting a cautious outlook for risk assets as reported on Oct 3, 2025. source: CNBC For trading relevance, this headline serves as a macro risk cue that market participants in equities and crypto (including BTC and ETH) may monitor for short-term positioning and volatility management. source: CNBC

According to @business, Goldman Sachs head of hedge fund coverage Tony Pasquariello said investors should be responsibly bullish as stocks reach fresh all-time highs led by big tech leadership. Source: Bloomberg (@business), Sep 22, 2025. For crypto traders, the post-2020 rise in BTC-equity correlation makes equity momentum a relevant risk factor to watch for BTC and ETH positioning. Source: International Monetary Fund, Crypto Prices Move in Sync With Stocks (Jan 2022); Bank for International Settlements, Quarterly Review (June 2022).

According to @EricBalchunas, Bessent pushed back on sell-side tariff critiques by saying he made a good career trading against Goldman Sachs and noted U.S. stocks are up about 30% since April despite experts advising to sell, source: Eric Balchunas on X, Sep 7, 2025. For crypto traders, a strong equity risk-on backdrop is relevant because Bitcoin and U.S. equities have shown materially higher correlation since 2020–2021 versus pre-2020, reducing diversification benefits, source: IMF blog by Tobias Adrian, Tara Iyer, and Mahvash Qureshi, Jan 11, 2022.

According to @onchainpanini, approximately $25B worth of tokenized real‑world assets are live as institutions shift from blockchain pilots to production-grade rails, highlighting accelerating institutional adoption of on‑chain finance for trading and collateral operations. Source: @onchainpanini on X, Aug 18, 2025. According to @onchainpanini, Goldman Sachs has started using tokenized U.S. Treasuries as derivatives collateral, directly pointing to tokenized Treasuries becoming acceptable collateral within traditional derivatives workflows and expanding the addressable liquidity pool for RWA markets. Source: @onchainpanini on X, Aug 18, 2025.

According to @StockMKTNewz, Goldman Sachs has stated that it expects Federal Reserve Chair Jerome Powell and the US Fed to implement three consecutive 0.25% interest rate cuts at the remaining FOMC meetings in 2025, specifically on September 17th (cutting rates to 4%-4.25%), October 29th (to 3.75%-4%), and December 10th (to 3.50%-3.75%). These anticipated rate reductions are likely to increase liquidity and could drive increased capital inflows into risk assets, including major cryptocurrencies like Bitcoin (BTC) and Ethereum (ETH). Traders should monitor these dates closely, as rate changes historically lead to higher volatility and trading volumes in both the crypto and equity markets, presenting potential short-term trading opportunities. Source: @StockMKTNewz

According to @rovercrc, the SEC has approved in-kind redemptions for all spot Bitcoin ETFs, allowing major financial institutions like Goldman Sachs and JPMorgan to move physical BTC in and out of ETF structures. This regulatory change is expected to significantly increase institutional trading activity and liquidity in the Bitcoin market, potentially leading to lower spreads and greater price efficiency. Analysts note that this move could make spot BTC ETFs more attractive for both retail and institutional investors, driving increased capital inflow and deeper market integration. Source: @rovercrc.

According to The Kobeissi Letter, Goldman Sachs reports that retail investors reached a record level of market participation, with penny stocks accounting for 47.4% of total market volume on Thursday. This new record surpasses the previous high of approximately 45% in May 2024. For crypto traders, this surge in retail-driven speculative activity may indicate increased risk appetite and potential capital flows into high-volatility assets, including cryptocurrencies, as traditional market behavior often correlates with heightened crypto volatility. Source: The Kobeissi Letter on Twitter citing Goldman Sachs data.

According to Evan (@StockMKTNewz), Goldman Sachs has reduced its forecast for the probability of a US recession in the next 12 months to 30% from the previous 35%. This revised outlook suggests a more favorable macroeconomic environment, which historically supports risk-on assets like cryptocurrencies. Traders may observe increased investor confidence in Bitcoin (BTC), Ethereum (ETH), and other major crypto assets as recession fears decline. Market participants should monitor traditional equity trends for potential spillover effects into crypto trading volumes and volatility. Source: Evan (@StockMKTNewz) on Twitter, June 12, 2025.

According to The White House on Twitter, Goldman Sachs CEO David Solomon emphasized that a new initiative is designed to connect future generations to the advantages and potential of America's leading companies and markets. For crypto traders, this signals ongoing institutional confidence and the possibility of increased traditional capital flows into the digital asset sector, as large financial institutions like Goldman Sachs continue to engage with evolving market structures and technology (Source: The White House, Twitter, June 9, 2025).

According to The Kobeissi Letter, foreign investors withdrew a net $37 billion from US equities in May 2025, the largest outflow in at least 12 months, as reported by Goldman Sachs. This is the second straight month of outflows, following a $7 billion withdrawal in April. The ongoing capital flight may signal waning confidence in US stock markets, potentially driving increased interest in alternative assets like cryptocurrencies as investors seek higher returns and global diversification. Traders should monitor capital flow data closely for shifts in cross-market liquidity and potential volatility spillovers into crypto markets. Source: The Kobeissi Letter via Twitter, June 7, 2025.

According to The Kobeissi Letter, Goldman Sachs data reveals that hedge funds’ long/short ratio on Magnificent 7 stocks has dropped to its lowest level in five years, even below the 2022 bear market bottom (source: The Kobeissi Letter on Twitter, June 3, 2025). This significant reduction in exposure signals ongoing caution among institutional investors towards major tech stocks. For cryptocurrency traders, this shift in equity market sentiment could drive increased capital flows into alternative assets like Bitcoin and Ethereum, as risk appetite may rotate away from traditional high-growth equities (source: Goldman Sachs, as cited by The Kobeissi Letter).

According to The Kobeissi Letter, hedge funds' long/short ratio on Magnificent 7 stocks—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—has dropped to its lowest point in five years, as reported by Goldman Sachs. This level is even lower than at the 2022 bear market bottom, indicating persistent caution among institutional investors. For crypto traders, this ongoing underweighting of major tech stocks signals reduced traditional equity inflows into risk assets, which could influence liquidity and sentiment in correlated crypto markets, especially for tokens with exposure to AI and tech narratives (Source: The Kobeissi Letter on Twitter, June 3, 2025).