According to @BullTheoryio, President Trump says credit card APRs will be capped at 10% starting Jan 20, 2026, a shift that could materially alter U.S. consumer finance dynamics. source: @BullTheoryio The author notes current card APRs are commonly 20–30% and estimates the U.S. credit card market exceeds $1.3 trillion with over $100 billion in annual interest payments, implying a cap could free household cash flow and lift risk appetite. source: @BullTheoryio The author argues that if credit availability is maintained, incremental consumer liquidity could support retail spending, stabilize equities first, and then bolster crypto via improved risk-on sentiment toward assets like BTC and ETH. source: @BullTheoryio Conversely, the author warns banks may protect margins by tightening lending through lower limits, fewer approvals, and stricter standards, which would dampen borrowing, consumption, and risk assets including crypto. source: @BullTheoryio The author emphasizes that market direction hinges on how the policy is implemented and on whether banks keep credit accessible, making lending standards and equity leadership key trading signals for crypto. source: @BullTheoryio

According to @CNBC, European markets are set to open lower with earnings from BP, Philips, and Ferrari due, bringing the STOXX 600, FTSE 100, DAX, and CAC 40 into focus at the cash open, source: @CNBC. IMF research documents elevated post-2020 co-movement between crypto and equities, making BTC and ETH key risk-sentiment gauges around equity market opens, source: IMF.

According to @rovercrc, BTC is currently diverging from the Nasdaq, indicating a short-term disconnect between Bitcoin and U.S. equities that traders are watching for a potential reversal, source: @rovercrc on X, Sep 9, 2025. He notes that in the last similar setup, Bitcoin closed the gap quickly, highlighting a possible mean-reversion trade if the pattern repeats, source: @rovercrc on X, Sep 9, 2025. The post frames this as a repeatable scenario, signaling that BTC could move to close the relative performance gap versus the Nasdaq in the near term, source: @rovercrc on X, Sep 9, 2025.