According to @StockMKTNewz, the post on Oct 25, 2025 asks which stock is the most overvalued in the market and does not name any tickers or sectors; source: @StockMKTNewz. The post includes no valuation metrics, catalysts, or price levels and does not reference cryptocurrencies or digital assets; source: @StockMKTNewz. Therefore, the post by itself does not provide a trade signal or investment recommendation; source: @StockMKTNewz.

According to @KobeissiLetter, global managers cut cash to 3.8% in October, the lowest in 12 years, with cash at or below 4% of AUM for a fourth straight month and only a few instances since 1999 when levels were this low, source: @KobeissiLetter. 45% of managers are net overweight global stocks, the most since January 2025, while a record net 60% say global equities are overvalued, 20 percentage points above the 2000 Dot-Com Bubble level, source: @KobeissiLetter. For traders, this extreme equity exposure signals limited incremental buying power and elevated fragility across risk assets, so crypto desks may monitor equity volatility for spillover risk to BTC and ETH, interpretation based on @KobeissiLetter.

According to @business, investors are entering the FOMC meeting alert to the hazards of a rate cut while inflation remains a risk and equities appear overvalued, signaling a cautious setup for risk assets, source: @business. For trading, the analysis flags that policy easing in the presence of inflation risk and stretched valuations constitutes a key risk factor that cross-asset traders will monitor into the decision and statement, source: @business. Crypto market participants can use this macro risk context as a reference for positioning and liquidity management around the FOMC window, source: @business.