According to Compounding Quality (@QCompounding) on Twitter, Moody's demonstrates stronger financial performance than S&P Global, reporting a net profit margin of 28.3% versus S&P Global's 25.0%. Moody's also leads in Return on Invested Capital (ROIC) at 16.6% compared to S&P Global's 7.0%, and boasts higher Long-Term EPS Growth at 15.3%, versus S&P Global's 13.7%. For traders, these metrics highlight Moody's operational efficiency and earnings growth, which could attract institutional investors and potentially support its stock price. As both companies provide credit ratings that impact global financial markets, their profitability and growth trends can influence risk sentiment and liquidity in the cryptocurrency market, especially during periods of macroeconomic stress (source: Compounding Quality via Twitter, May 24, 2025).

According to The Kobeissi Letter, Fitch downgraded the US long-term credit rating from AAA to AA+ in 2023, citing concerns over rising US debt, unresolved fiscal challenges, and persistent Fed rate hikes (Source: Kobeissi Letter, May 17, 2025). This downgrade set the stage for Moody’s recent historic downgrade, which is expected to increase volatility across traditional and crypto markets. Traders should monitor potential capital flows from US Treasuries into alternative assets like Bitcoin and Ethereum, as increased risk aversion and uncertainty about US fiscal stability could enhance crypto’s appeal as a hedge (Source: Kobeissi Letter). Crypto trading strategies should focus on heightened volatility, potential inflows into decentralized assets, and correlation shifts between digital assets and traditional safe havens.