According to The Kobeissi Letter, US equity ETFs have attracted a record 400 billion dollars over the last three months, doubling since August 2025 and exceeding the April 2021 high by 177 billion dollars, source: The Kobeissi Letter. According to The Kobeissi Letter, January inflows are running at five times the historical average for these funds, highlighting exceptional demand for equity exposure, source: The Kobeissi Letter. For crypto traders, periods of strong equity participation have coincided with higher cross-market co-movement; the IMF documented a notable rise in Bitcoin–equity correlation during 2020–2021, suggesting equity-driven liquidity can transmit to digital assets, source: IMF.

According to @CNBC, Warren Buffett’s pledge to give away 99% of his wealth could eventually test Berkshire Hathaway’s shield against activist investors, a governance overhang that is directly relevant to trading in BRK.A and BRK.B; source: CNBC tweet dated Jan 18, 2026. Berkshire Hathaway common stock trades on the NYSE under tickers BRK.A and BRK.B, making any ownership and governance developments material for price discovery and liquidity in those shares; source: Berkshire Hathaway 2023 Form 10-K. Crypto-equity spillover is also in scope as research shows higher post-2020 correlation between U.S. equities and crypto, meaning mega-cap equity volatility can influence BTC and ETH risk sentiment; source: International Monetary Fund blog Crypto Prices Move More in Sync With Stocks published Jan 2022.

According to @CryptoMichNL, the Nasdaq is primed for an upside breakout in the coming period, with a contrarian call for a strong bull year despite widespread recession expectations, which he notes often do not materialize when consensus is high, source: @CryptoMichNL on X, Jan 2, 2026. For crypto traders, a confirmed Nasdaq breakout is a risk-on signal that has historically aligned with stronger performance in BTC and ETH due to rising cross-asset correlations with tech equities, source: Kaiko research on Bitcoin and equity market correlations. A practical setup is to wait for a sustained daily close in the Nasdaq Composite above recent swing highs and improving market breadth as confirmation before scaling into BTC and ETH exposure, source: CMT Association technical analysis guidelines. Traders should monitor the 30 to 90 day BTC to Nasdaq correlation and perpetual funding rates to assess spillover strength and positioning before adding risk, source: Kaiko correlation and derivatives metrics and Binance Research funding rate analyses.

According to @StockMKTNewz, SPY has closed the year red only six times since the 1990s—2000, 2001, 2002, 2008, 2018, and 2022. Source: @StockMKTNewz on X (Dec 7, 2025). For traders, those rare equity drawdown years align with risk-off regimes that have coincided with crypto weakness; Bitcoin (BTC) finished 2018 and 2022 down year-over-year, and research shows BTC–S&P 500 correlation rose notably after 2020. Sources: CoinMarketCap historical BTC data; International Monetary Fund research on rising crypto–equity correlation (2022).