According to Charles Edwards, Bitcoin treasury companies have flipped back to net buying, signaling a positive shift in recent corporate flows toward BTC. Edwards stated the indicator tracks the 30‑day rate of change in the Buy-Sell Ratio, defined as cumulative USD buying versus selling by treasury companies. According to Edwards, the flip to net buying means aggregate USD purchases by treasury companies exceeded sales over the latest 30‑day period. Edwards presented this metric as a 30‑day flow gauge for treasury demand for BTC.

According to @KobeissiLetter, individual investors are on track for their 23rd consecutive month of net stock purchases, signaling continued retail buying in U.S. equities (source: The Kobeissi Letter, X post on Nov 27, 2025). According to @KobeissiLetter, this streak is second only to the 32-month run from April 2020 to November 2022 (source: The Kobeissi Letter, X post on Nov 27, 2025).

According to @KobeissiLetter, hedge funds recorded their largest two-day net purchase of US equities since May on November 21 and 24, ranking among the biggest two-day buying windows of the past two years (source: The Kobeissi Letter, Nov 26, 2025). The post added that single stocks and macro products such as index futures and ETFs reflected 56% of activity, though no further breakdown was provided in the public tweet (source: The Kobeissi Letter, Nov 26, 2025). This is relevant for crypto traders because the International Monetary Fund documented that Bitcoin and US equities became increasingly correlated in 2020–2022, indicating cross-market risk sentiment transmission that traders monitor for BTC and ETH (source: International Monetary Fund, 2022).

According to The Kobeissi Letter, global net gold purchases by central banks reached 24 tonnes in February 2025, marking the highest monthly acquisition since November 2024. This trend signifies the 20th month of net buying in the last 21 months, indicating robust demand for gold as a strategic reserve. Central banks are on track for their 16th consecutive year of net purchases, highlighting sustained interest in gold amidst global economic uncertainties.