Kobeissi Letter accurately called S&P 500 surges to 6500, 6800, 7000, delivering +700 points in days amid stock market rally and Bitcoin hype.

According to @KobeissiLetter, the S&P 500 has surged to a fresh all-time high and is now up 44% since the April 2025 bottom (source: @KobeissiLetter, Jan 6, 2026). IMF research has documented periods of elevated positive correlation between Bitcoin and U.S. equities, making equity breakouts relevant for crypto monitoring, including BTC and ETH (source: International Monetary Fund, Jan 2022).

According to Charlie Bilello, the Dow Jones Industrial Average closed at a new all-time high today, setting a fresh record close for the index (source: Charlie Bilello on X, Jan 6, 2026, https://twitter.com/charliebilello/status/2008347461249568935). Bilello adds that this marks 14 consecutive calendar years with at least one all-time high for the Dow, surpassing the 12-year streak from 1989 to 2000 (source: Charlie Bilello on X, Jan 6, 2026, https://twitter.com/charliebilello/status/2008347461249568935). The source does not cite cryptocurrency market reactions; traders can note that no BTC or ETH move was referenced in the post (source: Charlie Bilello on X, Jan 6, 2026, https://twitter.com/charliebilello/status/2008347461249568935).

According to @StockMKTNewz, the S&P 500’s biggest up day in 2025 was April 9 at +9.5%, followed by May 12 +3.3% and April 22 +2.5%, with the remaining top sessions on March 14 +2.1%, May 27 +2.0%, April 24 +2.0%, January 15 +1.8%, April 11 +1.8%, March 24 +1.8%, and April 23 +1.7% (source: @StockMKTNewz on X, Dec 28, 2025). Seven of the top ten sessions occurred in April–May 2025, offering clear calendar anchors for momentum and mean-reversion backtests in SPX futures and sector ETFs using this date set (source: @StockMKTNewz on X, Dec 28, 2025). Crypto traders can map BTC and ETH performance on these same dates to evaluate cross-asset risk behavior using the provided list (source: @StockMKTNewz on X, Dec 28, 2025).

According to @StockMKTNewz, the S&P 500 closed at a new all-time high on December 23, 2025, marking another record close for the index; source: @StockMKTNewz. Elevated post-2020 correlations between Bitcoin and U.S. equities mean equity record highs can matter for crypto positioning as risk appetite shifts; source: International Monetary Fund (2022) research on crypto–equity correlation. Crypto and stock markets have become more integrated, increasing the relevance of equity momentum for BTC and ETH trading in cross-asset strategies; source: Bank for International Settlements (2022) analysis on rising crypto–equity co-movement.

According to @KobeissiLetter, the S&P 500 has risen about 68% over the last 36 months, the best three-year performance since 2021 and the second-strongest run since the 2000 dot-com era, surpassing the post-2008 recovery, source: @KobeissiLetter. This matters for crypto trading because research shows Bitcoin and U.S. equities have moved more in sync since 2020, highlighting shared risk appetite that can tighten co-movements in BTC and ETH during equity momentum phases, source: IMF.

According to @KobeissiLetter, the S&P 500 has finished positive for seven consecutive months, the longest streak since 2018, delivering a 23.9 percent gain over this period. Source: The Kobeissi Letter on X, Dec 1, 2025. According to @KobeissiLetter, the Dow Jones Industrial Average has also recorded seven straight monthly gains, the longest streak since early 2018. Source: The Kobeissi Letter on X, Dec 1, 2025. According to @KobeissiLetter, the current run aligns with rallies seen in 2009, 2013, and 2021, reinforcing strong upside momentum heading into December, which the source notes is historically one of the strongest months for the market. Source: The Kobeissi Letter on X, Dec 1, 2025. According to @KobeissiLetter, the bulls are in control, underscoring a positive trend backdrop into year end. Source: The Kobeissi Letter on X, Dec 1, 2025.

According to @charliebilello, markets are showing a great divergence, with consumer gloom contrasted against a stock market boom as of December 1, 2025. Source: Charlie Bilello on X, Dec 1, 2025. For traders, this indicates equity price strength is persisting even as sentiment readings remain weak, a decoupling that argues for prioritizing price action over survey data in near-term risk management. Source: Charlie Bilello on X, Dec 1, 2025. For crypto, IMF research found that since 2020 Bitcoin has exhibited higher correlation with equities, meaning an equity risk-on backdrop can influence crypto beta, making this divergence a relevant macro context for BTC and ETH positioning. Source: International Monetary Fund, 2022 research on rising crypto equity correlations.

According to @CNBC, buyers stepped in on oversold conditions and pulled the S&P 500 out of a decline during Monday’s session. Source: https://twitter.com/CNBC/status/1993068654762627090 According to @CNBC, this comes from Michael Santoli’s Monday market wrap-up highlighting the oversold setup and subsequent recovery in the S&P 500. Source: https://twitter.com/CNBC/status/1993068654762627090 According to @CNBC, no crypto-specific details were provided in the update; the item strictly notes the S&P 500 rebound from oversold conditions. Source: https://twitter.com/CNBC/status/1993068654762627090

According to @FoxNews, a new segment shows Democratic lawmakers attempting to explain why the U.S. stock market is described as booming even as Trump-era tariffs remain in place, highlighting tariff policy as a live market narrative for traders; source: https://www.foxnews.com/politics/watch-dems-attempt-explain-why-stock-market-booming-despite-trump-tariffs. For sector positioning, traders should note that Section 301 tariffs cover roughly $370 billion of Chinese imports with heavy exposure in machinery, electronics, and consumer products, which can pressure margins for import-intensive industries when costs are passed through; sources: https://ustr.gov/issue-areas/enforcement/section-301-investigations/section-301-tariff-actions and https://www.usitc.gov/publications/332/pub5405.pdf. Empirical research documents substantial pass-through of 2018 tariffs to U.S. import prices, implying higher input costs and earnings sensitivity during tariff shocks, which is relevant when pricing tariff-exposed equities; source: https://www.nber.org/papers/w25672. For digital assets, increased equity risk appetite can coincide with stronger co-movement in BTC and ETH, as the correlation between Bitcoin and the S&P 500 rose markedly post-2020, so an equity rally narrative can be supportive for crypto beta; source: https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-posing-new-risks. Headline risk around trade policy is a catalyst for volatility and sector rotation, so traders should monitor tariff-related developments for timing and hedging; source: https://www.federalreserve.gov/econres/ifdp/files/ifdp1256.pdf.