According to Eric Balchunas, US stocks are up 2.3% month-to-date in September despite the S&P 500’s historically weak September seasonality, with momentum aided by a Federal Reserve rate cut and strong ETF inflows (source: Eric Balchunas on X, Sep 16, 2025). According to the same source, he cautions there is still time left in the month, so traders should keep tracking SPX MTD performance and ETF flow trends as highlighted in his post (source: Eric Balchunas on X, Sep 16, 2025).

According to Charlie Bilello, the S&P 500 closed at another all-time high, marking its 25th record close of the year for SPX, confirming ongoing equity strength; source: Charlie Bilello on X, Sep 16, 2025, and the linked YouTube video. For crypto traders, equity benchmarks matter because research has documented periods of positive correlation between major cryptocurrencies and US stocks since 2020, making SPX moves a relevant macro input for BTC and ETH risk models; source: International Monetary Fund research on rising crypto–equity correlation (January 2022) and Bank for International Settlements research on crypto–equity linkages (2023).

According to @KobeissiLetter, the S&P 500 is up 31% over the last five months, the biggest since the 2020 recovery and the third-largest five-month gain in 20 years, just 1 percentage point behind the post-2008 rebound of 32%, with 16.6 trillion dollars in value added since the April 8 low, exceeding every individual stock market outside the United States as reported on X on September 11, 2025. According to Kaiko Research, crypto and US equities correlations are regime-dependent and have turned strongly positive during broad risk-on phases such as 2020 to 2021, making S&P 500 momentum a relevant input for positioning and risk management in BTC and ETH today.

According to @OnchainLens, a whale withdrew 2,000,000 SPX worth about $2.26 million from Kraken roughly 9 hours ago, citing Nansen data. According to @OnchainLens, the address 0x44bb87629b9577740ff3aeb649e560bd65ae164a now holds 9,090,000 SPX valued around $10.27 million with a reported profit of about $5.86 million, per Nansen.

According to Eric Balchunas, several major stocks such as Microsoft (MSFT) and Tesla (TSLA) had their S&P 500 admissions delayed by the Index Committee, and he calls for a comprehensive list of all such delayed entrants for analysis; source: Eric Balchunas, X, Sep 5, 2025. According to Eric Balchunas, he proposes constructing a backtest basket of these delayed entrants and comparing its historical performance against SPX to evaluate any index-inclusion delay effects that could be trade-relevant; source: Eric Balchunas, X, Sep 5, 2025. According to Eric Balchunas, the post does not provide performance results or discuss cryptocurrency market implications; source: Eric Balchunas, X, Sep 5, 2025.

According to @EricBalchunas, MicroStrategy ($MSTR) was not admitted to the S&P 500 despite meeting criteria because the S&P Index Committee declined the addition (source: Eric Balchunas on X, Sep 5, 2025). The S&P Dow Jones Indices methodology confirms the S&P 500 is selected by a committee with discretion to deviate from mechanical rules, effectively making SPX an actively chosen basket within stated guidelines (source: S&P Dow Jones Indices, S&P U.S. Indices Methodology). Without inclusion, S&P 500 index-tracking funds will not purchase MSTR as part of routine rebalancing, limiting automatic passive inflows relative to an inclusion scenario (source: SPDR S&P 500 ETF Trust SPY, iShares Core S&P 500 ETF IVV, and Vanguard S&P 500 ETF VOO prospectuses). S&P Dow Jones Indices notes that trillions of dollars are indexed or benchmarked to the S&P 500, so committee decisions can materially influence demand and liquidity for would-be constituents (source: S&P Dow Jones Indices, S&P 500 benchmarked assets disclosures). Given MicroStrategy states it holds bitcoin as a primary treasury reserve asset, traders often treat MSTR as a high-beta proxy for BTC; exclusion means SPX-linked passive portfolios will not gain that direct BTC-sensitive exposure via MSTR (source: MicroStrategy Form 10-K and investor relations; S&P Dow Jones Indices methodology).

According to @StockMKTNewz, the S&P 500 index (SPX) closed above 6,500 for the first time ever on August 28, 2025, marking a new all-time closing high for the benchmark (source: @StockMKTNewz on X, Aug 28, 2025).

According to @AltcoinGordon, SPX is approaching a key technical level, with the zone between two marked areas on the shared chart identified as prime dollar-cost-averaging territory for staged entries, emphasizing an opportunity-focused approach (source: @AltcoinGordon on X, Aug 18, 2025). For crypto traders, equity inflection points like this in SPX have been associated with stronger beta in BTC and ETH due to elevated equity-crypto correlations since 2020, as documented by the IMF in 2022 and the BIS in 2022 (source: IMF, 2022; BIS Bulletin, 2022).

According to @KobeissiLetter, premium members bought the S&P 500 dip near 6240 on August 1, a Friday alert then called for new all-time highs, and today that call was fulfilled with long positions up nearly 150 points, as stated in their trade update and subscription notice.

According to Omkar Godbole, recent weekly price action in major markets shows critical reversal signals: NVDA (NVIDIA) formed a weekly Doji, indicating potential indecision or market top; the US Dollar Index (USD) experienced a failed breakout, pointing to possible weakness; the Dow Jones (Dow) displays a triple top pattern, which often precedes downward moves; and E-mini S&P 500 futures (ES, SPX) posted a bearish engulfing weekly candle, suggesting a reversal may be underway. These technical signals are closely watched by traders as they could impact equity and crypto markets by altering risk sentiment and capital flows. Source: Omkar Godbole

According to @ai_9684xtpa, the whale wallet 5E2d6...BpkPq has re-entered the JTO (Jito) market after eight months, purchasing $5.7 million worth of JTO at an average price of $1.77. Previously, this address bought $11.46 million in JTO at an average price of $3.56 in November 2024 but exited at an average price of $3.20, realizing a $1.16 million loss. The wallet also maintains significant holdings of $15.31 million in SOL (Solana) and $7.71 million in SPX. This aggressive reentry and large portfolio positioning may signal renewed confidence in JTO and could influence short-term trading sentiment and liquidity for JTO, SOL, and SPX. Source: @ai_9684xtpa.

According to Crypto Rover, the IVM/SPX chart is a pivotal indicator for altcoin performance, as higher-risk stocks (IVM) must demonstrate strength versus safer stocks (SPX) to support a bullish trend in the crypto market. This relationship suggests that if growth stocks recover and outperform defensive sectors, risk appetite could spill over into altcoins, potentially triggering upward momentum for digital assets like ETH and SOL. Traders should closely monitor the IVM/SPX ratio for confirmation before entering new altcoin positions. Source: Crypto Rover on Twitter, June 21, 2025.

According to Santiment, the crypto market remains in a consolidation phase, but traders should closely monitor altcoins with the highest increases in whale transaction activity. For the week, Render Network (RENDER), SPX6900 (SPX), SkyEcosystem (SKY), BitDAO (BIT), and Bitfinex-related tokens have recorded the largest upticks in large-holder transactions. This heightened whale engagement often signals potential volatility and liquidity shifts, offering traders key signals for positioning ahead of possible market moves. Source: Santiment (@santimentfeed, June 18, 2025).

According to Eric Balchunas, the new investment strategy aims to track the performance of the largest 500 U.S. companies listed on a U.S. exchange, essentially mirroring the S&P 500 (SPX) with minor tweaks. Balchunas notes that despite potential adjustments, the SPX remains the dominant benchmark for U.S. equities. For crypto traders, changes in major equity indices like the SPX can influence institutional flows into digital assets, as shifts in risk appetite and market benchmarks often ripple into Bitcoin (BTC) and Ethereum (ETH) trading volumes. Source: Eric Balchunas on Twitter, June 17, 2025.

According to @username, the S&P 500 Index (SPX) is unlikely to reach a new high before filling the gap in the 57xx range, suggesting a potential short-term pullback or consolidation in the US equity market (source: Twitter/@username). For crypto traders, historical data indicates that major equity corrections often coincide with increased volatility in cryptocurrencies such as BTC and ETH. Traders should monitor SPX price action closely, as a delayed move to new highs could signal risk-off sentiment and lead to short-term downside or increased choppiness in the crypto market.

According to @RhythmicAnalyst, the S&P 500 is rebounding this week, but the price gap remains unfilled and key technical indicators are showing a bending pattern (source: Twitter, June 4, 2025). This unusual market behavior signals increased uncertainty for traders. Crypto investors should closely monitor these movements, as unresolved S&P gaps and shifts in momentum indicators often precede volatility across both traditional equities and digital assets. This week’s close could provide critical signals for risk management and entry strategies in the crypto market.

According to Eric Balchunas, the debate between investing in the S&P 500 Index (SPX) versus the Total Market Index (such as VTI) centers on the concentration of large-cap stocks and breadth of market exposure. SPX is favored by more investors due to its focus on major US companies, many of which now IPO as large caps, reducing the incremental value of broader market coverage. For crypto traders, this trend indicates that institutional capital may continue to favor established, high-liquidity assets, which could influence risk appetite and cross-market flows, especially as both equity and crypto markets see increased overlap in investor profiles and ETF adoption. Source: Eric Balchunas on Twitter, May 20, 2025.

According to Edward Dowd, the recent positive news regarding tariffs has likely reached its peak effect for SPX stock gains, signaling limited upside unless earnings accelerate or valuation multiples expand, which he views as unlikely given structural headwinds and recession risks (Source: Edward Dowd, Twitter, May 9, 2025). For traders, this suggests a potential double top formation is improbable, increasing caution for equity exposure. Crypto market participants should monitor SPX closely, as a stagnating US equities market could drive increased capital flows into digital assets seeking higher returns.

According to The Kobeissi Letter, the S&P 500 experienced a significant reversal after reaching 5450, dropping 100 points from its daily high. This move into RED territory signals potential trading opportunities. Subscribe to their premium alerts for more insights.

According to Eric Balchunas, Waste Management has outperformed both SPX and QQQ over various time periods, including the past 25 years, indicating a strong and consistent stock performance worth noting for traders.