According to The Kobeissi Letter, Lockheed Martin (LMT) fell sharply after President Trump banned dividends and stock buybacks for defense companies "until problems are rectified" (Source: The Kobeissi Letter, X post dated Jan 7, 2026). With dividends and buybacks halted, near-term shareholder cash returns in the defense sector are eliminated, and traders are watching for broader risk sentiment spillover that could influence crypto given the documented post-2020 rise in equity-crypto correlations (Source: The Kobeissi Letter; Source: International Monetary Fund, 2022 Global Financial Stability analysis on increasing crypto-equity correlation).

According to @StockMKTNewz, Lockheed Martin (LMT) was awarded a 10 billion dollar contract modification, as reported in an X post linking to the award notice. Source: @StockMKTNewz on X, Dec 23, 2025. The source discloses the contract value but does not specify the program, contracting agency, period of performance, or delivery milestones. Source: @StockMKTNewz on X, Dec 23, 2025. No cryptocurrency assets are referenced in the source post, indicating no direct crypto-market linkage in this update. Source: @StockMKTNewz on X, Dec 23, 2025. For context, under the U.S. Federal Acquisition Regulation, a contract modification adjusts the terms of an existing contract rather than creating a new standalone award. Source: U.S. Federal Acquisition Regulation, Part 43.