According to @KobeissiLetter, the U.S. Treasury’s budget deficit fell 52.8% year over year in November to 173.3 billion dollars, the lowest November level since 2020 and the lowest excluding the pandemic since November 2017. Source: @KobeissiLetter. The same update notes government revenue rose 17.8% year over year to 740.4 billion dollars. Source: @KobeissiLetter. Traders monitor deficit and revenue trends because Treasury funding needs drive issuance that influences U.S. Treasury yields and dollar liquidity, key inputs for risk appetite in BTC and ETH. Source: U.S. Treasury Borrowing Advisory Committee quarterly refunding framework.

According to @EvgenyGaevoy, he stated that "The 8 years I spent in crypto were the best of my life (so far)," indicating positive crypto market sentiment from the author (source: @EvgenyGaevoy on X, Dec 8, 2025). The post includes no price levels, no project-specific updates, and no trading timelines, making it a qualitative sentiment input rather than actionable trade guidance (source: @EvgenyGaevoy on X, Dec 8, 2025). Traders tracking sentiment-driven flows should note the signal is anecdotal and not accompanied by data or metrics (source: @EvgenyGaevoy on X, Dec 8, 2025).

According to @StockMKTNewz, the combined market value of the world’s top 10 stocks rose to 26.67 trillion US dollars from 26.52 trillion a week earlier, a 0.15 trillion weekly increase based on the reported figures (source: @StockMKTNewz). This sustained concentration in mega-cap leadership often aligns with stronger cross-asset risk appetite and has coincided with higher stock and crypto co-movement in past episodes of equity momentum or stress (source: IMF 2022). For trading, monitor BTC and ETH for correlation-driven moves around US equity sessions when mega-cap momentum is elevated, as prior IMF research documented tighter co-movements between cryptocurrencies and US equities during both risk-on and risk-off periods (source: IMF 2022).

According to @timnitGebru, claims that it would be best to live in an 'exponentially accelerating world' are painful to watch, reflecting clear pushback against accelerationist rhetoric (source: @timnitGebru on X, Dec 5, 2025, https://twitter.com/timnitGebru/status/1996758281390596305). The post specifically criticizes talking points about exploring new planets and 'cheap vacations in the Caribbean', marking a negative sentiment datapoint for traders monitoring AI-related narratives that can influence broader risk appetite, including crypto sentiment tracking (source: @timnitGebru on X, Dec 5, 2025, https://twitter.com/timnitGebru/status/1996758281390596305). The post does not mention any specific assets or cryptocurrencies, so its trading relevance is as a social sentiment signal rather than a direct market catalyst (source: @timnitGebru on X, Dec 5, 2025, https://twitter.com/timnitGebru/status/1996758281390596305).

According to @StockMKTNewz, the stock market Fear & Greed Index has risen to 26/100, moving up from Extreme Fear into Fear, indicating a sentiment uptick. Source: @StockMKTNewz on X, Dec 2, 2025. CNN Business classifies 0–24 as Extreme Fear and 25–44 as Fear, so a 26 reading denotes a modest improvement in risk appetite that traders track for timing risk exposure. Source: CNN Business Fear & Greed Index methodology. The index blends seven inputs—market momentum, stock price strength, market breadth, put/call options, junk bond demand, market volatility, and safe-haven demand—which traders often cross-check alongside VIX and high-yield credit spreads to confirm sentiment shifts. Source: CNN Business; Investopedia overview of the Fear & Greed Index. Crypto assets have exhibited stronger correlation with U.S. equities in recent years, so changes in equity sentiment can have read-through to BTC and ETH risk sentiment. Source: International Monetary Fund analysis on crypto–equity correlation (2022).

According to @CNBC, December will begin with investors owning relatively little stock, raising the question of a year-end rally as underweight positioning can force re-risking if momentum turns higher (source: CNBC). For trading, the key tell will be whether equity inflows, advancing breadth, and sustained upside follow-through confirm a positioning squeeze into month- and year-end (source: CNBC). Crypto market participants should monitor U.S. equity risk sentiment during this period, as shifts from underweight to neutral/overweight in stocks can influence demand for higher-beta assets (source: CNBC).

According to QCP, BTC is stabilizing in the high-80Ks as risk appetite steadies with equities lifting and December rate cut odds around 85%, source: QCP on X, Nov 27, 2025. QCP notes the move remains macro-led rather than crypto-specific, keeping the overall tone cautious for traders tracking cross-asset flows, source: QCP on X, Nov 27, 2025.

According to The Kobeissi Letter, when the VIX jumps above 28.7, the S&P 500 has historically delivered strong 12-month returns, averaging +16% when the VIX was 28.7–33.5 between 1991 and 2022. Source: The Kobeissi Letter on X, Nov 23, 2025. For trading, this defines a macro risk signal that crypto market participants can also monitor alongside equities to contextualize risk appetite over a 12-month horizon, given the historically bullish equity backdrop highlighted by the source after such VIX spikes. Source: The Kobeissi Letter on X, Nov 23, 2025.

According to @StockMKTNewz, the Wall Street Journal reports that major streaming platforms have raised subscription prices over the years to lift average revenue per user, shaping revenue and margin trajectories for Netflix (NFLX), Disney (DIS), Warner Bros. Discovery (WBD) and peers; source: Wall Street Journal via @StockMKTNewz. For crypto traders, sustained pricing power and stronger cash flows in high‑beta tech can influence risk appetite, and Bitcoin (BTC) has shown increased co‑movement with equities since 2020; source: International Monetary Fund.

According to @KobeissiLetter, funding spreads jumped by 8 basis points over the last week, nearing the highest levels since December 2024, indicating increased institutional demand for long equity exposure via futures, options, and swaps (source: @KobeissiLetter). Rising funding spreads reflect that institutions are willing to pay higher costs to hold equity positions, signaling stronger risk appetite (source: @KobeissiLetter). Since May 2025, funding spreads have risen by a total of 40 basis points, which has helped push the S&P 500 to all-time highs, echoing conditions seen in 2024 (source: @KobeissiLetter).

According to @cryptorover, global liquidity keeps hitting new all-time highs; source: Crypto Rover on X, Nov 8, 2025. The post does not include specific metrics, charts, or a defined liquidity gauge, but it flags a macro condition that crypto traders track for context; source: Crypto Rover on X, Nov 8, 2025.

According to @business, Bitcoin (BTC) extended losses on Tuesday, November 4, 2025, falling to a two-week low after a difficult October. Source: @business. The report adds that a strengthening US dollar further pressured BTC as risk appetite remained muted across digital assets. Source: @business.

According to the source, crypto investment funds recorded $921 million in net inflows as investors positioned for a potential Federal Reserve rate cut, with the update posted on Oct 27, 2025, the source said. According to the source, the scale of these inflows indicates rising demand for crypto exposure via funds, a development traders monitor as a near-term sentiment driver in digital assets, the source said.

According to @business, Sergey Brin’s nonprofit stands to gain about $242 million from MapLight Therapeutics’ upcoming IPO, even though Brin’s name does not appear in the company’s IPO filings (source: Bloomberg/@business, Oct 27, 2025). The report indicates the listing is imminent and adds to the 2025 biotech IPO calendar, making MapLight a name to watch for price discovery and first-day liquidity (source: Bloomberg/@business, Oct 27, 2025). The report does not cite any direct cryptocurrency market impact for BTC or ETH from this IPO (source: Bloomberg/@business, Oct 27, 2025).

According to @ReutersBiz, US stocks jumped as finance and technology shares led gains, with upbeat quarterly earnings reviving risk appetite and investors growing less fearful about regional bank credit quality. According to @ReutersBiz, this risk-on backdrop is relevant for crypto traders monitoring cross-asset sentiment, with improved equity risk appetite a key input when assessing near-term flows and volatility in BTC and ETH.

According to @KobeissiLetter, leveraged equity ETF launches have surged to a record 701, doubling over the last three years and including roughly 200 new leveraged stock ETFs year to date, the most on record, source: @KobeissiLetter, X, Oct 21, 2025. The source adds that more than 800 total ETFs have launched in 2025, pushing the total number of US ETFs above 4,500 for the first time and signaling risk appetite is through the roof, source: @KobeissiLetter, X, Oct 21, 2025. For trading, this rapid growth in leveraged products highlights elevated risk-taking in equities that the source characterizes as extreme, a cross-asset sentiment signal crypto traders can monitor when assessing BTC and ETH exposure and intraday volatility, source: @KobeissiLetter, X, Oct 21, 2025.

According to @StockMKTNewz, the combined market capitalization of the world’s 10 largest stocks rose to $25.4 trillion from $24.8 trillion week over week, a $0.6 trillion increase equivalent to about +2.4% (source: @StockMKTNewz). No crypto-specific data or direct spillover to BTC or ETH was provided with this update (source: @StockMKTNewz).

According to @CNBC, U.S. markets finished the week with a firmer tone as urgent selling in regional bank shares abated, indicating short-term stabilization in the financials cohort and broader risk sentiment; source: CNBC. This easing of pressure in regional banks points to reduced immediate forced-selling dynamics compared with earlier in the week, which is supportive for near-term equity tone; source: CNBC. For crypto traders, @CNBC’s update focuses on equities and regional banks and does not specify direct impacts on BTC or ETH; source: CNBC.

According to @santimentfeed, the latest This Week in Crypto reviews a difficult week for traders, evaluates whether buying the dip makes sense based on the metrics, and discusses important anticipated rate cuts that could influence crypto market risk appetite. Source: Santiment post on X dated Oct 17, 2025 and video link https://youtu.be/K8CLVJWdmWU

According to @KobeissiLetter, total US options volume hit a record 108 million contracts on Friday, surpassing the prior April high when activity first topped 100 million, signaling extreme risk appetite, source: @KobeissiLetter. According to @KobeissiLetter, call options volume reached an all-time high of 61 million while put options hit 47 million, the second-largest on record, source: @KobeissiLetter. According to @KobeissiLetter, this eclipsed the ~60 million record from the 2021 meme stock period, underscoring a historic session in derivatives activity, source: @KobeissiLetter. According to @KobeissiLetter, crypto traders can anchor risk management to this equity-derivatives signal by monitoring BTC and ETH volatility and using listed instruments for hedging and positioning; BTC and ETH futures and options are available on CME, source: @KobeissiLetter; source: CME Group.