According to @CNBC, strong US bank earnings are overshadowing an escalating trade war in the latest Daily Open update dated Oct 16, 2025, framing the dominant risk sentiment for traders. According to IMF research published in 2022, crypto and equity returns became highly correlated after 2020, a linkage traders track when earnings drive risk appetite and can spill over to BTC and ETH intraday flows. According to the BIS 2022 Annual Economic Report, Bitcoin tends to behave like a risk asset during risk-off episodes, making trade-war headlines a key factor in managing BTC and ETH exposure and stop-loss placement.

According to @StockMKTNewz, April 9, 2025 marked the single largest daily point gain and the ninth-largest one-day percentage rise in S&P 500 history, signaling an extreme risk-on session in U.S. equities, source: @StockMKTNewz post dated Sep 28, 2025. Such outsized equity rallies have historically coincided with stronger cross-asset correlations between crypto and stocks, particularly BTC and ETH, reflecting a post-2020 regime shift in co-movements, source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, Jan 2022. For trading, monitoring BTC and ETH beta to U.S. equities and intraday liquidity on sessions resembling April 9, 2025 can help gauge directional risk and volatility spillovers from equities into crypto, source: International Monetary Fund, Jan 2022.

According to Adam Back, a well-known Bitcoin pioneer, the recent thread highlights several concrete factors influencing Bitcoin’s price in 2025. Back points to increased institutional adoption, ongoing supply constraints due to recent halvings, and heightened regulatory clarity as primary bullish drivers for BTC. He notes that on-chain data reveals a steady uptick in long-term holder accumulation, signaling strong investor confidence. Back also underscores that Bitcoin’s correlation with tech stocks remains significant, suggesting that macroeconomic shifts in the equities market could continue to impact short-term crypto price action. These insights provide traders with actionable data, emphasizing the importance of monitoring institutional flows, regulatory news, and stock market volatility when making trading decisions. (Source: Adam Back via Twitter, May 23, 2025)