According to the source, Bitcoin (BTC) has erased its 2025 year-to-date gains, indicating a return to the yearly breakeven after a sharp pullback. source: the provided post The source also cites an analyst characterizing the market picture as fragile, underscoring downside risk unless price reclaims and holds above the YTD open. source: the provided post For trading, the YTD open, the 200-day moving average, and recent swing lows are critical confirmation levels for trend continuation or reversal. source: BTC/USD daily charts and standard technical analysis references Short-term risk sensitivity remains elevated around spot Bitcoin ETF net flows and derivatives positioning (funding and open interest), which historically amplify moves near pivotal levels. source: U.S. spot Bitcoin ETF daily flow disclosures and major exchange derivatives data

According to the source, the crypto market added over $430 billion since January despite October weakness, indicating a positive year-to-date net increase; source: provided tweet dated Nov 2, 2025. The source did not provide asset-level breakdowns, sector attribution, or methodology details for the $430B figure; source: provided tweet dated Nov 2, 2025.

According to @KobeissiLetter, China’s stock market turnover has reached a year-to-date record of 2.2 trillion yuan, surpassing the previous peak set in 2024 and more than tripling since 2022 (source: @KobeissiLetter). According to @KobeissiLetter, the CSI 300 logged a fifth consecutive monthly gain in September, the longest streak in eight years, and is up 19.6% year-to-date, signaling accelerating momentum in Chinese equities (source: @KobeissiLetter). Traders can monitor potential risk-on spillover during Asia hours, including crypto market sentiment, using this surge in China’s risk appetite as context, with the underlying data sourced from @KobeissiLetter.

According to Crypto Rover (@rovercrc), the stock market has posted significant gains year-to-date while Bitcoin is approaching a new all-time high and Ethereum is experiencing a major resurgence. These developments suggest renewed investor confidence and bullish momentum across both traditional equities and major cryptocurrencies, indicating strong potential for continued upward price action in the crypto market. Traders should closely monitor Bitcoin’s price action near the all-time high and Ethereum’s recovery trajectory, as both could trigger increased volatility and trading opportunities. (Source: Crypto Rover Twitter, May 16, 2025)