According to @ReutersBiz, President Trump's new tariffs boosted shares of Paccar (PCAR) and Eli Lilly (LLY), while broader markets posted gains across major U.S. indexes, indicating a positive equity session for cyclicals and healthcare defensives (source: Reuters Business). For crypto traders, increased equity breadth matters because Bitcoin and stocks have shown higher co-movement in recent years, with BTC’s correlation to the S&P 500 rising materially during risk-on phases (source: International Monetary Fund). Traders can monitor BTC and ETH during U.S. trading hours and tariff-related headlines for potential cross-asset flow-through and liquidity shifts (sources: Reuters Business; International Monetary Fund).

According to @KobeissiLetter on X (Sep 22, 2025), stocks are rising like the US economy is booming while oil prices are falling like a recession is approaching, highlighting a sharp cross-asset divergence relevant for crypto risk management, source: @KobeissiLetter on X, Sep 22, 2025. According to @KobeissiLetter, gold is climbing as if the Fed is cutting into inflation and Bitcoin BTC is declining as if Fed rate cuts are being postponed, pointing to policy expectations pressuring digital assets, source: @KobeissiLetter on X, Sep 22, 2025. According to @KobeissiLetter, home prices are rising as if more rate cuts are coming and Treasury yields are rising like stagflation has arrived, framing a new era of monetary policy that could drive BTC liquidity and volatility through yield and policy expectations, source: @KobeissiLetter on X, Sep 22, 2025.

According to @godbole17, BTC and US stocks moved higher following Jerome Powell's comments, showing a positive market reaction; source: @godbole17. For long positions in BTC, the guidance is to wait until price climbs back above the 50-day simple moving average before entering; source: @godbole17.

According to The Kobeissi Letter, on April 2nd, stocks initially rallied into the market's close as investors anticipated lighter tariff announcements. Following the announcement of a 10% baseline tariff, the rally continued. However, stocks collapsed shortly after as additional reciprocal tariffs were announced, indicating significant market volatility and the impact of trade policies on trading decisions.