According to @EricBalchunas, US stocks rose 18% in 2025, nearly double their historical average, while most country ETFs posted double-digit gains, showing broad global strength but not a breakdown in US exceptionalism (source: @EricBalchunas tweet, Jan 5, 2026). He reports the US still holds a 174-percentage-point performance lead over international equities built over the past decade, supported by trillion-dollar capital advantages (source: @EricBalchunas tweet, Jan 5, 2026). He adds that $12 trillion of global ETF assets remain parked in US markets—five times any other country—highlighting persistent US market depth and liquidity (source: @EricBalchunas tweet, Jan 5, 2026). For traders, this data indicates US equity and ETF flows continue to anchor global risk appetite, a key macro input when monitoring crypto market positioning and liquidity conditions (source: @EricBalchunas tweet, Jan 5, 2026).

According to Eric Balchunas, only 33% of S&P 500 stocks outperformed the index this year, indicating narrow market breadth, source: Eric Balchunas, X, Dec 31, 2025. He added that only 27% of active funds beat the benchmark, with many underperforming due to underweighting the Magnificent 7, source: Eric Balchunas, X, Dec 31, 2025. For trading, this means cap-weighted index exposure outpaced most active stock-picking in the period and provides macro context for crypto traders tracking equity breadth as a risk-sentiment gauge, though the source did not mention crypto, source: Eric Balchunas, X, Dec 31, 2025.

According to Compounding Quality, 2025 was an exceptional investing year, with the S&P 500 increasing by about 18% for the year, source: Compounding Quality on X, Dec 31, 2025. According to Compounding Quality, the author plans to share 10 crucial investment insights, though no sector-level or strategy details were provided in the post, source: Compounding Quality on X, Dec 31, 2025. According to Compounding Quality, the post does not reference cryptocurrencies or digital assets, source: Compounding Quality on X, Dec 31, 2025.