According to Eric Balchunas, the S&P 500 closed at another all-time high, noting earlier that US equity futures were down about 55 bps and that the market has logged roughly 40 ATHs recently (source: Eric Balchunas on X, Jan 12, 2026). For crypto traders, tracking BTC and ETH alongside US equities is relevant because BTC’s correlation with the S&P 500 rose materially after 2020, indicating greater cross-asset co-movement (source: IMF blog 'Crypto Prices Move More in Sync With Stocks,' Jan 2022).

According to @StockMKTNewz, Fed official Austan Goolsbee said he is projecting more rate cuts than the median for 2026, indicating a more dovish policy path versus the FOMC median projection for that year (source: @StockMKTNewz, Dec 12, 2025). For traders, a more dovish 2026 path is a key macro signal that is closely watched alongside crypto market risk appetite, including BTC and ETH, when recalibrating rate-sensitive positioning (source: @StockMKTNewz). Near term, desks typically monitor front-end yields, the U.S. dollar, and major cryptocurrencies for reaction as 2026 rate expectations are adjusted on the back of this comment (source: @StockMKTNewz).

According to @WatcherGuru, Fed Chair Jerome Powell said policy rates will stay the same or be cut a little or a lot, adding that a rate hike is not anyone's base case. Source: Watcher.Guru post on X dated Dec 10, 2025. A pivot away from hikes reduces expected discount rates and tends to lift risk-asset valuations by easing financial conditions. Source: Board of Governors of the Federal Reserve System, Education resources on how monetary policy affects the economy; Federal Reserve Financial Stability Report. For crypto, periods of falling U.S. yields have coincided with stronger performance and higher beta versus equities, with BTC and ETH showing increased correlation to risk-on moves. Source: IMF Global Financial Stability Report 2023; Kaiko Research correlation analyses 2023–2024. Traders can watch the U.S. 2-year Treasury yield and DXY for confirmation, as declines in these indicators have aligned with crypto upside during prior dovish shifts. Source: CME Group education on interest rates and FX; Coin Metrics market data on BTC sensitivity to yields.

According to @StockMKTNewz, both short- and long-run University of Michigan inflation expectations fell to 11-month lows, indicating softer price expectations in the latest survey readout (source: @StockMKTNewz; source: LuxAlgo on X). Traders monitor this release for potential shifts in rate expectations, USD moves, and cross-asset positioning that can influence crypto liquidity during the U.S. session (source: @StockMKTNewz).

According to @StockMKTNewz, the Financial Times reports that Anthropic has hired IPO lawyers as it races OpenAI to go public (source: Financial Times). AI-linked crypto assets such as RNDR and ASI have historically reacted to major AI corporate headlines, as documented by market research from Kaiko in 2024, making AI-narrative tokens a key watch during IPO steps and disclosures (source: Kaiko Research). A public S-1 registration filing would be a verifiable next milestone in an IPO process because it is required for U.S. listings, offering traders a concrete event to track for timeline confirmation (source: U.S. Securities and Exchange Commission).