According to @KobeissiLetter, the S&P 500 hit a new record high and is up 35% from its April 2025 bottom following a very weak jobs report. The account stated the report was weak enough to solidify expectations for rate cuts without sparking panic on Wall Street. The account added the market expects rate cuts into higher inflation and that asset owners should benefit, a view traders can apply to risk assets including BTC and ETH for positioning around liquidity-sensitive moves.