According to Reuters Business, Wall Street ended mostly higher as the S&P 500 rose about 0.3% and the Nasdaq gained about 0.7%, while the Dow Jones Industrial Average fell marginally, source: Reuters Business. This close highlights growth-heavy Nasdaq outperformance versus blue chips into the bell, as reported by Reuters Business, source: Reuters Business. Reuters Business did not reference cryptocurrency markets in this update, source: Reuters Business.

According to @ReutersBiz, the S&P 500 and the Nasdaq advanced as artificial intelligence-related dealmaking boosted investor sentiment. According to @ReutersBiz, the gains came even as the U.S. government shutdown extended into its sixth day. According to @ReutersBiz, AI-focused M&A headlines were cited as the primary catalyst for the risk-on move in growth benchmarks.

According to @KobeissiLetter, President Trump stated there is "virtually no inflation" and that "stock markets are continually hitting record highs" on Oct 6, 2025. Source: @KobeissiLetter. The update is a headline post without CPI, PCE, or index level data to verify the claims, so traders can treat it as a sentiment-driven input rather than a data release. Source: @KobeissiLetter. For crypto, such risk-on rhetoric around low inflation and record equities is a sentiment cue traders track during U.S. hours for potential spillover to BTC and ETH price action. Source: @KobeissiLetter.

According to @rovercrc, the current Purchasing Managers' Index (PMI) backdrop suggests Bitcoin (BTC) is not near a market top. Source: Crypto Rover on X, Oct 5, 2025. PMI readings are interpreted around the 50 threshold, where above 50 indicates expansion and below 50 indicates contraction, providing a leading gauge of business conditions used by market participants to assess risk appetite. Source: Institute for Supply Management (ISM) PMI methodology; S&P Global PMI methodology. For trade timing, monitor the monthly ISM Manufacturing PMI and S&P Global US PMI prints released at the start of each month, as these are widely watched macro releases that inform positioning across risk assets including BTC via their read on growth momentum. Source: ISM release notes and calendar; S&P Global release notes and calendar. A constructive macro backdrop for trend-following BTC strategies is typically characterized by PMI holding above 50 and improving, whereas sustained deterioration in PMI has been used by traders as a de-risking signal. Source: ISM PMI interpretation guide; S&P Global PMI user guidance.

According to Charlie Bilello, the S&P 500 (SPX) ended the week at a fresh all-time high, its 31st new high of 2025 (source: Charlie Bilello on X, Oct 4, 2025). Bilello also shared a YouTube video with additional context on the SPX advance (source: Charlie Bilello on X, Oct 4, 2025). For crypto traders, IMF research documents that since 2020 Bitcoin has shown higher correlation with U.S. equities, making equity record highs relevant for BTC and ETH risk sentiment (source: IMF blog by Tobias Adrian, Tara Iyer, and Mahvash S. Qureshi, Jan 11, 2022). Given these documented spillovers, monitoring BTC and ETH behavior during U.S. sessions following equity breakouts is relevant for positioning and risk management (source: IMF blog by Tobias Adrian, Tara Iyer, and Mahvash S. Qureshi, Jan 11, 2022).

According to The Kobeissi Letter, foreign holdings of U.S. equities have reached a record 20 trillion dollars after an approximately 2.5 trillion dollar increase in recent months, with overseas investors now owning about 30 percent of the roughly 60 trillion dollar U.S. equity market, the highest share in data back to 1945 (source: The Kobeissi Letter, Oct 3, 2025). The Kobeissi Letter also reports foreign investors’ allocation to U.S. equities as a share of U.S. financial assets has hit a record 61 percent, around 7 percentage points above the 2000 Dot-Com Bubble peak, versus historical lows of 20 percent in 1974 and 25 percent during the 2008 Financial Crisis (source: The Kobeissi Letter, Oct 3, 2025). For traders, elevated foreign ownership heightens sensitivity to cross-border flow reversals in U.S. stocks, and IMF research documents stronger co-movement between U.S. equities and Bitcoin since 2020, making crypto performance and liquidity more exposed to equity risk-on and risk-off shifts (source: IMF, Crypto Prices Move More in Sync With Stocks, 2022).

According to Charlie Bilello, the Dow crossed above 47,000 for the first time, joining the S&P 500 and Nasdaq Composite at record highs, underscoring broad U.S. equity strength (source: Charlie Bilello on X). According to Charlie Bilello, this is the 13th straight calendar year in which the Dow has posted at least one all-time high, an unprecedented streak for the index (source: Charlie Bilello on X). According to IMF research, Bitcoin and U.S. equities exhibited significantly higher return correlations post-2020, so crypto traders may monitor BTC and ETH for potential sentiment spillovers when major U.S. indices set new records (source: IMF research 2022).

According to @StockMKTNewz, Jefferies cut Apple (AAPL) to Underperform from Hold and reduced its price target to $205.16 from $205.82 (source: @StockMKTNewz). As Apple is a top-weighted constituent in the S&P 500 and Nasdaq-100, a downgrade can pressure index-linked tech exposure and related ETFs in the near term (sources: S&P Dow Jones Indices; Nasdaq). Research finds that equity-crypto correlations strengthen in risk-off phases, so a tech-led drawdown can elevate headline risk for BTC and ETH if broader indices weaken (sources: International Monetary Fund 2022; Bank for International Settlements 2022).

According to @StockMKTNewz, JPMorgan raised its Tesla (TSLA) price target to $150 from $115 while maintaining its Underweight rating, source: @StockMKTNewz on X, Oct 3, 2025. No cryptocurrency assets were referenced in the source post, source: @StockMKTNewz on X, Oct 3, 2025.

According to @ReutersBiz, U.S. major stock indexes ended at record closing highs with modest gains as investors cautiously monitored private labor market data on the second day of a U.S. government shutdown; source: reut.rs/4h1mc9e. No direct impact on cryptocurrencies was reported by the source; source: reut.rs/4h1mc9e.

According to @StockMKTNewz, the S&P 500 closed above 6,700 for the first time ever on Oct 1, 2025, setting a new all-time closing milestone for the index, according to @StockMKTNewz. According to the International Monetary Fund, Bitcoin and U.S. stock returns have shown higher co-movement since 2020, which makes major U.S. equity milestones relevant to crypto risk sentiment, according to the International Monetary Fund’s 2022 analysis of crypto–stock market linkages.

According to @KobeissiLetter, the Dow turned positive intraday while the S&P 500 trimmed losses to -0.1% as investors bought the government shutdown dip, signaling demand into weakness in major indices; Source: The Kobeissi Letter on X, Oct 1, 2025, https://x.com/KobeissiLetter/status/1973245313952755971 According to @KobeissiLetter, government shutdown selloffs have historically been bought over the long run, reinforcing a recurring buy-the-dip pattern that equity traders may lean on during headline risk; Source: The Kobeissi Letter on X, Oct 1, 2025, https://x.com/KobeissiLetter/status/1973245313952755971 According to @KobeissiLetter, the observed dip-buying indicates a risk-on tone today, a signal short-term traders can use for positioning in US index exposures during shutdown-related volatility; Source: The Kobeissi Letter on X, Oct 1, 2025, https://x.com/KobeissiLetter/status/1973245313952755971 According to @KobeissiLetter, crypto market participants can monitor whether equity dip-buying supports broader risk sentiment intraday, as the highlighted risk-on shift in stocks may influence cross-asset appetite; Source: The Kobeissi Letter on X, Oct 1, 2025, https://x.com/KobeissiLetter/status/1973245313952755971

According to @StockMKTNewz, the Dow Jones Industrial Average closed at a new record high today, confirming a fresh all-time high close in U.S. equities, source: @StockMKTNewz on X. Crypto traders can monitor BTC and ETH for any near-term correlation shifts with U.S. equities following this record close reported by @StockMKTNewz, focusing on price action and funding into the U.S. evening and Asia open, source: @StockMKTNewz on X. Key cross-asset checks to contextualize crypto volatility after the Dow record include the tone of U.S. equity futures, DXY, and U.S. 10-year yields in response to the event reported by @StockMKTNewz, source: @StockMKTNewz on X.

According to @StockMKTNewz, the Nasdaq 100 just logged its best September since 2010. Source: Evan @StockMKTNewz, X, Sep 30, 2025. Historically, Bitcoin BTC has moved more in sync with U.S. equities since the pandemic, with documented increases in correlation and spillovers, making strong Nasdaq 100 momentum relevant for crypto traders tracking BTC and ETH. Source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, January 2022.

According to @EricBalchunas, despite warnings of a potential US government shutdown, the S&P 500 reaction was described as 'Meh' at the time of his post, signaling muted immediate equity impact, source: Eric Balchunas, X, Sep 30, 2025. The post indicates equities were not aggressively repricing shutdown risk at that moment and provided no crypto-specific signals, source: Eric Balchunas, X, Sep 30, 2025. For crypto market participants, especially in BTC and ETH, the takeaway is to monitor cross-asset sentiment and price action for any delayed spillover rather than headlines alone, source: Eric Balchunas, X, Sep 30, 2025.

According to @ReutersBiz, Close Brothers’ annual profit beat analyst estimates despite an ongoing UK motor finance probe, indicating consensus outperformance amid regulatory scrutiny (source: Reuters Business). Reuters Business highlights that the performance came even as the lender faces a motor finance investigation tied to its auto-lending activities (source: Reuters Business). For cross-asset context, banking-sector headlines have historically influenced broader risk appetite, with Bitcoin rising during the March 2023 banking turmoil as reported by Reuters (source: Reuters, March 2023).

According to @business, Nifty futures point to a muted open as India’s local equities just posted their longest losing streak since March, indicating fragile risk sentiment into the cash session; source: Bloomberg post on X by @business dated Sep 30, 2025. This matters for crypto positioning because IMF research documents that Bitcoin and equity indices have exhibited significantly stronger correlations since 2020, with equity drawdowns more frequently coinciding with crypto weakness; source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, 2022.

According to @ReutersBiz, Germany’s Ottobock expects a market valuation of up to $4.9 billion in its IPO. The reported size gives traders a concrete reference point for gauging potential order book depth and allocation planning around the listing window, per @ReutersBiz. Crypto market participants tracking cross-asset risk sentiment can log this sizable European equity event on their macro calendars given its reported scale, according to @ReutersBiz.

According to @business, the MSCI India Index has fallen in all five sessions since the US President signed an order to overhaul the H-1B visa program, underscoring a sustained drawdown in Indian equities, source: @business. The order is flagged as risking disruption to India’s $280 billion software services industry, a key component for sector-weighted strategies that traders track, source: @business. The source did not report any direct cryptocurrency market impact or linkage to BTC or ETH, source: @business.

According to @business, European stocks gained as investors were unmoved by President Donald Trump's threats to impose tariffs on patented drugs, signaling steady risk appetite and a muted sector reaction today; source: Bloomberg, Sep 26, 2025. For traders, the absence of broad de-risking indicates headline risk from potential drug tariffs is not yet repricing European equity exposure, with cross-asset spillovers remaining limited in the session; source: Bloomberg, Sep 26, 2025. The source did not report any direct impact on the crypto market in this update, highlighting no cited linkage to digital asset price action in the report; source: Bloomberg, Sep 26, 2025.