According to Charlie Bilello, the Dow crossed above 47,000 for the first time, joining the S&P 500 and Nasdaq Composite at record highs, underscoring broad U.S. equity strength (source: Charlie Bilello on X). According to Charlie Bilello, this is the 13th straight calendar year in which the Dow has posted at least one all-time high, an unprecedented streak for the index (source: Charlie Bilello on X). According to IMF research, Bitcoin and U.S. equities exhibited significantly higher return correlations post-2020, so crypto traders may monitor BTC and ETH for potential sentiment spillovers when major U.S. indices set new records (source: IMF research 2022).

According to @KobeissiLetter, the S&P 500 opened at a new record high and is up about 39% from its April 2025 low, with roughly $16 trillion in market cap added since that bottom (source: The Kobeissi Letter on X, Oct 3, 2025). For crypto traders, BTC and ETH have historically shown periods of positive rolling correlation with the S&P 500 during risk-on regimes, making equity breakouts an important cross-asset signal for crypto directionality (source: Kaiko research on BTC–S&P 500 correlations, 2022–2023). Monitoring BTC and ETH price action around the U.S. market open and reactions to S&P 500 futures can help identify spillover volatility into crypto when equities set new highs (source: Kaiko research on cross-asset correlations, 2022–2023).

According to @CNBC, U.S. stock futures are little changed in premarket trading after the Dow and S&P 500 closed at fresh record highs (source: @CNBC). According to @CNBC, the update notes record-setting closes and a steady start to the week but does not detail sector leadership or specific macro catalysts at this time (source: @CNBC). According to @CNBC, the report provides no direct signals for crypto markets, and it does not mention BTC or ETH, leaving immediate digital-asset impact unspecified (source: @CNBC).

According to @KobeissiLetter, the S&P 500 has extended to record highs, up 38% since its April 2025 bottom, adding roughly $16 trillion in market capitalization over five months and ranking among the strongest 5-month advances on record. source: The Kobeissi Letter X post dated Sep 19, 2025 https://twitter.com/KobeissiLetter/status/1969124859075526883 IMF research documents that since 2020, crypto assets such as Bitcoin have become more correlated with U.S. equity markets, indicating that broad risk-on equity rallies can coincide with stronger crypto market beta and liquidity during synchronized cycles. source: IMF blog Crypto Prices Move More in Sync With Stocks, Posing New Risks by Adrian, Iyer, and Qureshi, Jan 21, 2022 https://blogs.imf.org/en/2022/01/21/crypto-prices-move-more-in-sync-with-stocks-posing-new-risks/ BIS analysis further finds meaningful spillovers between crypto and traditional financial markets, reinforcing the trading relevance of cross-asset sentiment for positioning in BTC and ETH during major equity rallies. source: BIS Bulletin No 53 Crypto shocks and spillovers to financial markets, 2022 https://www.bis.org/publ/bisbull53.htm

According to @StockMKTNewz, the S&P 500 closed at a new all-time high on Sep 10, 2025, marking another record close for the index. Source: @StockMKTNewz on X. Historically, Bitcoin (BTC) has shown increased positive co-movement with US equities since 2020, so equity record highs can coincide with stronger crypto risk appetite. Source: International Monetary Fund, 2022 analysis on crypto–stock market co-movement. Crypto market microstructure research finds higher trading activity and equity-linked beta during US trading hours, making BTC and ETH key watch assets when US stocks set new highs. Source: Kaiko Research reports, 2023–2024 on BTC–equities correlation and intraday volumes.

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.