According to Eric Balchunas, SPY is currently just a 1% gain away from turning positive for year-to-date returns and has already achieved a 15% increase since the Cramer-to-date period. For crypto traders, this strong performance in traditional equities may signal increased risk appetite, potentially driving more capital inflows into both US stock and cryptocurrency markets as investors seek higher returns (source: Eric Balchunas, Twitter, May 12, 2025).

According to Zac_Pundi, year-to-date (YTD) performance data shows that rotating altcoin holdings into Bitcoin during December 2024 or January 2025, and then shifting back from Bitcoin to altcoins in April, aligns with sector performance trends for maximum portfolio returns. This rotation strategy is based on historical sector outperformance cycles versus the BTC benchmark, as shared by Zac_Pundi on Twitter. Crypto traders should monitor these timing windows closely to optimize gains, as sector rotation remains a key tactic for outperforming Bitcoin in 2025 (source: Zac_Pundi, Twitter, May 9, 2025).