According to Eric Balchunas, ETFs took in a record $1.48 trillion in 2025, roughly $6 billion per day and 28% above last year’s record; he added that VOO led with $138 billion in net inflows, 18% above its prior record, and 3,525 ETFs, or 72% of the total, posted net inflows based on his final leaderboard update on X (source: Eric Balchunas, Jan 2, 2026).

According to @KobeissiLetter, global equity ETFs saw a record $145 billion of inflows last week, with the US representing 54% ($78 billion), the second-largest weekly US inflow on record, led by the S&P 500 ETF VOO with $59 billion (source: @KobeissiLetter). Global long-only equity funds attracted a record $46 billion, pushing global equity ETFs on track for $1.4 trillion in total inflows this year, $200 billion more than last year, marking at least the 11th consecutive week of positive inflows (source: @KobeissiLetter). The source adds that investors are piling into global equities at a record pace, underscoring concentrated demand in broad US exposure via VOO (source: @KobeissiLetter).

According to @KobeissiLetter, investors are piling into equity ETFs at a record pace led by the Vanguard S&P 500 ETF VOO. According to @KobeissiLetter, VOO saw 40.5 billion of inflows last week, the largest weekly intake this year. According to @KobeissiLetter, VOO’s year-to-date net inflows hit 163.7 billion, the largest on record for a single ETF, underscoring risk-on sentiment in US equities.

According to @stocktalkweekly, bulls have reclaimed SPY’s 9-EMA, 21-EMA, and 50-SMA in morning trade, a constructive technical development for momentum and trend-following setups; Source: @stocktalkweekly. According to @stocktalkweekly, traders should shift bias incrementally during choppy action to avoid being offsides, underscoring patience and disciplined risk management; Source: @stocktalkweekly. According to @stocktalkweekly, a strong weekly close above these moving averages could restore bidder confidence and validate near-term support; Source: @stocktalkweekly. For crypto market context, Bitcoin (BTC) has shown increased positive correlation with U.S. equities since 2020, so sustained SPY strength above these averages is a relevant backdrop for BTC and ETH risk sentiment monitoring; Source: International Monetary Fund analysis on crypto–equity correlations (2022).

According to @StockMKTNewz, SPY has closed the year red only six times since the 1990s—2000, 2001, 2002, 2008, 2018, and 2022. Source: @StockMKTNewz on X (Dec 7, 2025). For traders, those rare equity drawdown years align with risk-off regimes that have coincided with crypto weakness; Bitcoin (BTC) finished 2018 and 2022 down year-over-year, and research shows BTC–S&P 500 correlation rose notably after 2020. Sources: CoinMarketCap historical BTC data; International Monetary Fund research on rising crypto–equity correlation (2022).

According to Stock Talk (@stocktalkweekly), SPY tested the 50-SMA/21-EMA confluence into the close but did not recapture, signaling the need for more follow-through before momentum shifts. According to Stock Talk (@stocktalkweekly), bulls want a decisive break tomorrow and consolidation above the 50-day into week’s end to confirm control. According to Stock Talk (@stocktalkweekly), bears are looking for a rejection at this confluence tomorrow to keep downside pressure intact.

According to Eric Balchunas, Vanguard has attracted $326 billion in ETF inflows year-to-date in 2025, averaging about $1.5 billion per day. Source: Eric Balchunas on X, Nov 14, 2025. According to Eric Balchunas, this pace positions Vanguard to break the single-year issuer flow record of $328 billion that Vanguard set in 2021, with six weeks remaining making a record break a near lock. Source: Eric Balchunas on X, Nov 14, 2025. According to Eric Balchunas, this would mark Vanguard’s sixth consecutive year leading ETF issuer flows. Source: Eric Balchunas on X, Nov 14, 2025. According to Eric Balchunas, VOO, Vanguard’s S&P 500 ETF, has taken in $108 billion year-to-date and is on track to break its annual inflow record. Source: Eric Balchunas on X, Nov 14, 2025. According to Eric Balchunas, the post does not reference cryptocurrencies or digital asset ETFs. Source: Eric Balchunas on X, Nov 14, 2025.

According to @stocktalkweekly, SPY broke below its 9-week exponential moving average in premarket trading on Nov 14, 2025. Source: Stock Talk on X. A weekly close back above the 9-week EMA is commonly used by trend traders to confirm support defense, while a close below increases the risk of momentum selling. Source: John J. Murphy, Technical Analysis of the Financial Markets; Investopedia, Exponential Moving Average. Equity weakness can spill over to crypto because BTC and ETH have shown periods of positive correlation with U.S. stocks, implying potential short-term volatility if SPY remains under pressure. Source: Coin Metrics State of the Network; Kaiko market data.

According to @stocktalkweekly, the 9-week EMA has acted as the key trend line for SPY since the April bottom, and only a weekly close below it would confirm risk-off conditions and justify tightening exposure, similar to the late-February break Source: Stock Talk (@stocktalkweekly) on X, Nov 13, 2025. For crypto positioning, equity risk-off phases have coincided with weaker digital asset fund flows in prior episodes, so a weekly SPY close below the 9-week EMA is a caution signal for BTC and ETH risk management Source: CoinShares Digital Asset Fund Flows Weekly reports, 2023–2024.

According to Eric Balchunas, SPY closed positive after a whipsaw session and traded about $66 billion in volume, which he said signals investor nerves and active tweaking (source: Eric Balchunas on X, Nov 7, 2025). According to Eric Balchunas, headlines remain largely negative and he noted that the setup into next week bears watching (source: Eric Balchunas on X, Nov 7, 2025). According to Kaiko, BTC’s correlation with US equities tends to rise during market stress, so crypto traders should monitor SPY volatility for potential spillover into BTC and ETH price action (source: Kaiko research, 2024).