According to @simplykashif, public companies added about 195,000 BTC (approximately $20.5 billion) to their holdings in Q3 2025; source: @simplykashif. According to @simplykashif, total accumulation by public companies since early 2024 now exceeds 700,000 BTC; source: @simplykashif.

According to @KobeissiLetter, total quarterly options volume exceeded 3.5 billion contracts for the first time in Q3 2025, and total options contracts traded have doubled over the last five years, source: @KobeissiLetter. Retail investor participation reached a record 55 percent last quarter, up roughly 10 percentage points since 2023 and above the five-year average near 49 percent, source: @KobeissiLetter. During last week’s market pullback, retail flows ranked among the largest buy-the-dip events on record, source: Citadel as cited by @KobeissiLetter. For crypto market participants, this surge in retail options activity is a timely cross-asset sentiment input to monitor, source: @KobeissiLetter.

According to @KobeissiLetter, the top 20% of S&P 500 tech companies by 12-month CapEx as a percentage of cash from operations delivered a +45.2% median stock price return in 2025. Source: @KobeissiLetter. The next 20% highest CapEx cohort posted a +21.5% return over the same period, while the bottom 20% recorded just +2.2%. Source: @KobeissiLetter. Combined CapEx for Amazon, Meta, Alphabet, and Microsoft reached a record $112 billion in Q3 2025, doubling since Q1 2024. Source: @KobeissiLetter. These figures indicate investors are rewarding larger capital investment in 2025, with CapEx intensity emerging as a key performance driver. Source: @KobeissiLetter.

According to @StockMarketNerd, a full DraftKings (DKNG) Q3 2025 earnings review breaks the "very noisy" quarter into seven trader-focused sections: key points, demand, profits, balance sheet, guidance and valuation, the call and letter, and the author’s trading take, providing inputs for trading DKNG around earnings volatility. Source: @StockMarketNerd on X, Nov 7, 2025; stockmarketnerd.com/draftkings-q3-2025-earnings-review. The review explicitly centers on demand trends, profitability, liquidity/solvency, and forward guidance—core drivers of price discovery and valuation multiples in DKNG. Source: @StockMarketNerd on X, Nov 7, 2025; stockmarketnerd.com/draftkings-q3-2025-earnings-review. It also summarizes management’s call and letter to contextualize guidance and near-term catalysts, aiding position sizing and risk management decisions for active traders. Source: @StockMarketNerd on X, Nov 7, 2025; stockmarketnerd.com/draftkings-q3-2025-earnings-review. No direct crypto-market read-through is cited in the teaser; the source does not state any cryptocurrency impact. Source: @StockMarketNerd on X, Nov 7, 2025.

According to @KobeissiLetter, total crypto loans jumped 35% in Q3 2025 to a record $73.6 billion, surpassing the previous peak of $69.4 billion set in Q4 2021 (source: @KobeissiLetter). According to @KobeissiLetter, crypto lending has nearly tripled since Q1 2024 following the approval of US spot Bitcoin ETFs, indicating leverage has increased markedly across the market (source: @KobeissiLetter). According to @KobeissiLetter, accelerating liquidations are causing violent downswings across crypto and amplifying volatility, creating immediate trading risk for BTC and broader digital assets (source: @KobeissiLetter). According to @KobeissiLetter, leverage is proliferating volatility across the crypto market, reinforcing a high-risk trading environment (source: @KobeissiLetter).

According to @StockMKTNewz, Robinhood said 2.3 billion prediction market contracts were traded on its platform in Q3 2025. source: @StockMKTNewz The company also said 2.5 billion prediction contracts were traded in October 2025 alone, exceeding the entire Q3 total. source: @StockMKTNewz For traders, October’s single-month volume outpacing Q3 provides a clear data point of accelerating usage to monitor when evaluating HOOD. source: @StockMKTNewz

According to @ReutersBiz, M&G’s assets under management rose in Q3, driven by strong net inflows, source: @ReutersBiz. The report provides no specific figures or guidance beyond the headline that AUM increased on net inflows, source: @ReutersBiz. The update does not mention any cryptocurrency exposure or digital-asset flows, so crypto market impact is not addressed in the report, source: @ReutersBiz.

According to @PANewsCN, analyst JackMandin stated that in Q3 Aave generated nearly 4 million dollars in interest income from GHO lending, marking an all time high for the protocol. Source: PANews on X https://twitter.com/PANewsCN/status/1984084271271964819; JackMandin on X https://x.com/JackMandin/status/1983921534684016883 @PANewsCN reported that because Aave issues GHO, the protocol can recognize the full interest as protocol revenue. Source: PANews on X https://twitter.com/PANewsCN/status/1984084271271964819 JackMandin added that as GHO scales, it will become an increasingly important driver of Aave revenue growth. Source: JackMandin on X https://x.com/JackMandin/status/1983921534684016883; PANews on X https://twitter.com/PANewsCN/status/1984084271271964819

According to Lisa Abramowicz, about 85% of S&P 500 companies that have reported Q3 2025 earnings have surpassed profit estimates, the highest proportion in more than four years. Source: Bloomberg via Lisa Abramowicz on X. This indicates stronger-than-expected corporate profitability among the firms that have reported so far in Q3 2025. Source: Bloomberg via Lisa Abramowicz on X. Bitcoin and other crypto assets have exhibited increased co-movement with US equities in recent years, suggesting that positive US earnings cycles can influence crypto market sentiment and flows. Source: IMF Global Financial Stability Report 2022. Traders watching BTC and ETH can monitor S&P 500 futures and cross-asset momentum during the Q3 earnings window given the documented equity-crypto co-movement. Source: IMF Global Financial Stability Report 2022.

According to @business, Man Group, the world's largest publicly traded hedge fund, saw its assets reach a record $213.9 billion in the three months through September. This represents a new company AUM high over that period, according to @business.

According to @KobeissiLetter, the Bank of Japan’s total assets fell by $148 billion in Q3 2025 to $4.62 trillion, the lowest since mid-2022 and the largest quarterly decline since QT began in 2024 (source: @KobeissiLetter). The same source reports that since the March 2024 peak, BoJ assets have declined by $407 billion, or 8.1% (source: @KobeissiLetter). @KobeissiLetter adds that the BoJ’s total assets to GDP ratio remains above 110%, underscoring the still-large balance sheet despite ongoing QT (source: @KobeissiLetter). According to @KobeissiLetter, the BoJ also announced in late September it will gradually sell ETF and REIT holdings at a pace of $4.2 billion per year, signaling a shift away from ultra-loose policy (source: @KobeissiLetter).

According to @MilkRoadDaily, MicroStrategy (MSTR) and Michael Saylor have an estimated $3.9 billion unrealized gain on the company’s Bitcoin (BTC) holdings for Q3 2025. Source: @MilkRoadDaily (X/Twitter, Oct 7, 2025). MicroStrategy has publicly designated Bitcoin as its primary treasury reserve asset, which makes MSTR’s equity performance highly sensitive to BTC price movements. Source: MicroStrategy Investor Relations and SEC filings. For traders, a reported $3.9B Q3 gain signals stronger BTC-linked balance-sheet value into earnings, a factor used when positioning MSTR versus BTC spot and broader crypto-equity beta. Source: @MilkRoadDaily (X/Twitter, Oct 7, 2025); MicroStrategy SEC filings.

According to @rovercrc, Ethereum is having its best Q3 ever and ETH should rally to 10,000, as stated in an X post on Sep 15, 2025 (source: X post by @rovercrc, Sep 15, 2025). The post provides no on-chain, derivatives, or spot flow metrics to support the claim, indicating the call is sentiment-driven rather than data-backed (source: X post by @rovercrc, Sep 15, 2025). Traders may treat this as a sentiment signal and seek confirmation from actual price action, volume, and funding rates before positioning around the 10,000 target (source: X post by @rovercrc, Sep 15, 2025).

According to @rovercrc, ETH is significantly outperforming BTC in Q3 2025, with trading data showing Ethereum's market strength over Bitcoin at this stage of the quarter (source: @rovercrc on Twitter). This trend suggests heightened interest and momentum for ETH traders, indicating potential for continued gains relative to BTC.

According to Justin Sun, founder of TRON, the third quarter (Q3) of 2025 is set to begin shortly, as highlighted in his recent social media post. For traders, such statements from influential figures like Sun often serve as a signal to anticipate potential major announcements, partnerships, or product launches from the TRON ecosystem. This anticipation can lead to increased volatility and trading volume for TRON's native token (TRX) and other related assets as the market positions itself for possible catalysts at the start of the new quarter.

According to @AltcoinGordon, a significant influx of capital is expected in the cryptocurrency markets during Q3 and Q4 of 2025. Sources indicate that high-net-worth individuals are showing increased interest in specific altcoins, suggesting strategic investment opportunities. Traders should monitor market movements closely for potential investment trends.

According to Crypto Rover, South Korea is set to introduce new guidelines by Q3 2025 that will allow institutional investments in cryptocurrencies, signaling a bullish outlook for Bitcoin and the broader crypto market in Asia.

According to Crypto Rover, Bitcoin could potentially reach a peak in Q3 or Q4 2025. This prediction is based on historical data showing that Bitcoin peaks tend to occur 233 to 330 days after surpassing its previous all-time high.