According to @BullTheoryio, the US stock market added about $840 billion in value after Trump canceled tariffs on the EU and announced a Greenland deal, with the Nasdaq up 1.16%, the S&P 500 up 1.17%, the Dow Jones up 1.22%, and the Russell 2000 up 1.95% to a new all-time high (source: @BullTheoryio). Bitcoin (BTC) also moved back above $90,000, highlighting concurrent strength in crypto alongside equities, which the source ties to the policy headlines (source: @BullTheoryio).

According to @KobeissiLetter, the last trade war flare-up began on October 10 when President Trump threatened a 100% tariff on China, and within 16 days the S&P 500 recovered approximately $3 trillion in market capitalization (source: @KobeissiLetter, Jan 17, 2026). According to @KobeissiLetter, they expect a massive market swing this week and urge traders to be ready for significant volatility (source: @KobeissiLetter, Jan 17, 2026). According to @KobeissiLetter, the note focuses on S&P 500 reactions to tariff headlines and does not specify sectors, tickers, or cryptocurrencies (source: @KobeissiLetter, Jan 17, 2026).

According to The Kobeissi Letter, all S&P 500 sectors are trading above their 200-day moving averages for the first time since November 2021, rebounding from April 2024 when no sectors were above this level (Source: The Kobeissi Letter, Jan 16, 2026). For crypto traders, this breadth strength is notable because Bitcoin’s correlation with U.S. equities rose materially in 2020–2022, meaning risk-on phases in stocks have historically coincided with more synchronous moves in BTC and ETH (Source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, Jan 2022).

According to @KobeissiLetter, the Russell 2000 has outperformed the S&P 500 for 10 consecutive sessions, the longest run since 1990, with small caps up 7.5% over the period versus 1.3% for large caps (source: @KobeissiLetter). This indicates a multi-decade-extreme phase of small-cap relative momentum that traders can express via long IWM versus short SPY or by overweighting small-cap exposure, while managing mean-reversion risk after a 10-day streak (source: @KobeissiLetter). For crypto-focused desks, the source documents an equity risk-on episode in small caps but provides no direct crypto data; any BTC or altcoin correlation assessment should be derived from internal models rather than assumed (source: @KobeissiLetter).

According to @stocktalkweekly, year-to-date performance stands at +42.44% after the first 10 market sessions of 2026, compared with +1.75% for the S&P 500 as of Jan 15, 2026, source: @stocktalkweekly tweet dated Jan 15, 2026. The source does not disclose strategy, holdings, risk metrics, or any crypto market exposure or impact, source: @stocktalkweekly tweet dated Jan 15, 2026.

According to Lisa Abramowicz, the Russell 2000 has outperformed the S&P 500 for nine consecutive sessions, matching the longest streak since 2017 and requiring a look back to 2008 to find a longer run. Source: Lisa Abramowicz on X, Jan 15, 2026. For traders, this small-cap leadership is a key risk-appetite signal, and because crypto has shown higher correlation with U.S. equities in recent years, the rotation bears watching for BTC and ETH volatility and direction. Source: IMF blog "Crypto Prices Move More in Sync With Stocks" by Tobias Adrian and Fabio Natalucci, Jan 2022; Lisa Abramowicz on X, Jan 15, 2026.

According to @CNBC, U.S. stock index futures were little changed in premarket trade after the S&P 500 and Dow fell for two consecutive sessions. CNBC reports that the setup reflects a muted tone versus the recent declines, signaling a neutral equity risk backdrop into the next cash session. Based on CNBC's update, crypto traders can expect fewer immediate equity-driven volatility cues compared with sessions marked by sharp stock moves.

According to @BullTheoryio, the U.S. stock market shed about $650 billion in market value this week as the Nasdaq fell 1.40%, the Dow declined 1.21%, and the S&P 500 slipped 1% (source: @BullTheoryio). According to @BullTheoryio, Bitcoin (BTC) rose 7% over the same period, adding roughly $130 billion to BTC’s market cap, while the total crypto market gained about $190 billion (source: @BullTheoryio). Based on those figures from @BullTheoryio, non-BTC crypto assets contributed an estimated $60 billion to the weekly increase, underscoring a notable performance divergence between equities and crypto this week (source: @BullTheoryio).

According to @StockMKTNewz, the U.S. stock market closed green today on Jan 12, 2026 (source: @StockMKTNewz on X, Jan 12, 2026). The update conveys direction only and does not include index figures, sector performance, or market breadth metrics, limiting immediate cross-asset read-through for BTC and ETH (source: @StockMKTNewz on X, Jan 12, 2026). For trading decisions, confirm S&P 500, Nasdaq, and Dow closing levels and percentage moves from primary data providers before inferring crypto risk sentiment shifts, as the cited post includes no numerical detail (source: @StockMKTNewz on X, Jan 12, 2026).

According to @KobeissiLetter, the S&P 500 erased losses, turned positive, and is now less than 30 points from 7,000 for the first time, source: The Kobeissi Letter on X on Jan 12, 2026. According to @KobeissiLetter, dip buyers have returned in full force and assets are soaring across the board, indicating a broad cross-asset rebound, source: The Kobeissi Letter on X on Jan 12, 2026.

According to @santimentfeed, since Bitcoin's $126K all-time high on Oct 6, three-month returns are gold +11%, S&P 500 +3%, and Bitcoin (BTC) -26% (source: @santimentfeed). According to @santimentfeed, this equates to a 37 percentage-point outperformance of gold over BTC and a 29 percentage-point edge for the S&P 500 over BTC across the same window (source: @santimentfeed). According to @santimentfeed, the figures confirm pronounced crypto underperformance versus equities and gold, informing relative-strength and rotation strategies between BTC, gold, and the S&P 500 (source: @santimentfeed).

According to @StockMKTNewz, the U.S. stock market started today’s session in the red, indicating a lower open at the opening bell, source: @StockMKTNewz on X, Jan 8, 2026. The post provides no index-level details or percentage changes and does not mention any spillover to crypto assets, source: @StockMKTNewz on X, Jan 8, 2026.

According to CNBC, U.S. stock futures were little changed in premarket trading on Jan 7, 2026 after the S&P 500 and Dow Jones Industrial Average pulled back from record highs in the prior session, as noted in its live updates post, source: CNBC, Jan 7, 2026. CNBC’s update did not cite additional catalysts and did not mention cryptocurrency markets or provide BTC or ETH price information, source: CNBC, Jan 7, 2026.

According to @StockMKTNewz, the U.S. stock market closed the session green today, indicating a positive finish across equities (source: @StockMKTNewz, Jan 5, 2026). The update provides no index or sector breakdown, so the only confirmed takeaway is that U.S. stocks ended higher into the close today (source: @StockMKTNewz). For trading, crypto participants can align intraday monitoring with this green close timing and check BTC and ETH behavior into the U.S. evening and Asia open, noting that the source lists no additional catalysts or data points (source: @StockMKTNewz).

According to @KobeissiLetter, U.S. stock indices opened sharply higher in early trade, with the S&P 500 back above 6,900 in an initial reaction to weekend events; source: The Kobeissi Letter on X, Jan 5, 2026. For crypto markets, equity risk-on episodes have historically aligned with higher short-term beta in BTC and ETH when cross-asset correlations rise; source: International Monetary Fund, Crypto Prices Move More in Sync With Stock Markets (Oct 2022). Equity surges are typically associated with lower implied volatility (VIX), a dynamic that can ease cross-asset risk premia and support liquidity conditions; source: Cboe Global Markets, VIX methodology and historical relationship notes.

According to Charlie Bilello, the S&P 500 (SPX) was down over 15% year-to-date on April 8 last year, then rallied roughly 37% to finish the year up over 17% while recording 39 all-time highs, which he describes as one of the greatest market comebacks in history (source: Charlie Bilello). According to IMF research, stock–crypto correlations strengthened after 2020, so equity rebounds of this magnitude often coincide with improved risk appetite in BTC and ETH, making SPX trend a key macro signal for crypto traders (source: IMF).

According to @charliebilello, since 1928 the S&P 500 has delivered roughly 10% average annual returns while enduring an average intra-year drawdown of about -16%, underscoring that long-term upside has historically come with sizable pullbacks; source: @charliebilello on X and bilello.blog/newsletter. Traders can frame SPX risk budgets around the historical -16% intra-year drawdown profile when assessing position sizing and stop distances during uptrends; source: @charliebilello on X and bilello.blog/newsletter. Because Bitcoin’s correlation with U.S. equities rose markedly after 2020, equity drawdowns have increasingly coincided with downside in BTC and ETH, making SPX weakness a relevant risk signal for crypto leverage and hedging; source: International Monetary Fund, Crypto Prices Move More in Sync with Equities, Jan 2022.

According to @CNBC, the outlet published a new screen of the most overbought and oversold S&P 500 stocks as 2026 begins, giving traders a timely list to identify potential mean-reversion or momentum opportunities; source: CNBC, Jan 3, 2026. Traders typically use overbought/oversold readings as timing inputs alongside risk management because extremes can persist in strong trends, with RSI 70/30 levels widely referenced for entries and exits; source: Investopedia, Relative Strength Index (RSI), accessed Jan 2026. Given documented periods of elevated correlation between U.S. equities and crypto, S&P 500 risk-on/off swings are relevant for BTC and ETH positioning and model inputs; source: International Monetary Fund (IMF), Global Financial Stability Note on crypto–equity correlations, 2022.

According to @charliebilello, $1 invested in the S&P 500 in 1964 would be $455 today, while $1 invested in Berkshire Hathaway would be $60,883, underscoring Berkshire’s multi-decade outperformance versus the index for long-horizon investors, source: Charlie Bilello on X, Jan 2, 2026; Video: youtube.com/watch?v=RVigGUYFU64. He characterizes the moment as The End of an Era, signaling a historical context for BRK.A and BRK.B relative returns against the S&P 500, source: Charlie Bilello on X, Jan 2, 2026. No cryptocurrencies were referenced in the source and no direct crypto market impact was cited, source: Charlie Bilello on X, Jan 2, 2026.

According to @StockMKTNewz, the NASDAQ 100 and S&P 500 flipped from green to red intraday while the Dow Jones turned from red to green, signaling a real-time divergence between growth and blue-chip benchmarks (source: @StockMKTNewz on X, Jan 2, 2026). For trading, this divergence favors relative-strength rotation setups—hedge or underweight QQQ versus the stronger DIA and tighten stops on high-beta tech until breadth improves (source: @StockMKTNewz on X, Jan 2, 2026). Crypto traders can use the reported equity flip as a real-time risk gauge when managing BTC and ETH exposure during U.S. hours (source: @StockMKTNewz on X, Jan 2, 2026).