According to The Kobeissi Letter, many consumer-facing stocks are already in or near bear market territory in 2025 with declines of 20% or more, highlighting sector-specific weakness that traders should incorporate into positioning (source: The Kobeissi Letter on X, Nov 1, 2025). According to The Kobeissi Letter, AI-related equities are providing key leadership to the broader market and were described as the lifeline of the global economy, signaling a continued rotation toward AI exposure that may drive relative performance spreads across sectors (source: The Kobeissi Letter on X, Nov 1, 2025). According to The Kobeissi Letter, a trading approach consistent with this backdrop is to favor relative value positioning that underweights consumer-facing names while overweighting AI leaders and indices tied to AI outperformance, with risk controls acknowledging ongoing 20%+ drawdown pressure in consumer stocks if the trend persists (source: The Kobeissi Letter on X, Nov 1, 2025). According to The Kobeissi Letter, this AI leadership focus is relevant for crypto market participants tracking AI narratives and cross-asset sentiment, although the source did not provide specific cryptocurrency data (source: The Kobeissi Letter on X, Nov 1, 2025).

According to Michaël van de Poppe (@CryptoMichNL), despite widespread market fears, current sentiment suggesting an imminent bear market is likely misguided. Van de Poppe emphasizes that many traders are wrongly positioning for a downturn, indicating potential for continued upward momentum in the cryptocurrency market. Traders should closely monitor sentiment shifts and liquidity flows, as contrarian signals can provide profitable entry points, especially when sentiment is overly bearish (Source: @CryptoMichNL, May 30, 2025).

According to Crypto Rover, the cryptocurrency market may be entering its final bullish phase before an anticipated bear market, as stated in a post on May 6, 2025 (source: @rovercrc on Twitter). Traders are advised to monitor market momentum closely and consider risk management strategies, as historically, sharp rallies often precede significant corrections. This perspective is supported by recent trading volume spikes and increased volatility, signaling potential for short-term gains but also heightened downside risk. For those trading Bitcoin and altcoins, staying alert to trend reversals and using stop-loss orders is recommended (source: Crypto Rover Twitter video, May 2025).