According to @milesdeutscher, traders should not rely on the traditional 4-year cycle because larger forces are now driving markets; source: X post by @milesdeutscher dated Dec 11, 2025. He released a new video that breaks down Raoul Pal's thesis, identifies what is pushing markets, and provides an outlook for 2026; source: X post by @milesdeutscher dated Dec 11, 2025; source: YouTube youtu.be/Ydg5LGjfqu8. For trading, this points to reassessing cycle-only strategies and aligning risk and timing with the drivers detailed in the video ahead of 2026; source: X post by @milesdeutscher dated Dec 11, 2025; source: YouTube youtu.be/Ydg5LGjfqu8.

According to @CryptoMichNL, traders should not use leverage into the FOMC and should avoid trading the event itself to manage expected volatility risk; source: @CryptoMichNL on X, Dec 10, 2025. The source says the first post-FOMC move is often a fakeout and that the real directional move tends to emerge in the following days, suggesting patience for entries and exits; source: @CryptoMichNL on X, Dec 10, 2025. He notes ETH is outperforming BTC and expects this ETH/BTC rotation to continue, favoring an ETH tilt for relative strength strategies; source: @CryptoMichNL on X, Dec 10, 2025. The source anticipates rising crypto volatility, reinforcing a cautious approach and tight risk management; source: @CryptoMichNL on X, Dec 10, 2025.

According to @CryptoMichNL on X (Dec 10, 2025), BTC price action remains aligned with his bullish bias, with an expected strong upside breakout next week, and traders should prefer $91.5K to hold as support while viewing potential dips to $91K as not overly concerning (source: @CryptoMichNL). According to @CryptoMichNL, today’s FOMC session can create price traps before the real move, so he advises avoiding small, low-conviction trades until a clearer direction emerges (source: @CryptoMichNL).

According to @AltcoinDaily, a crypto down market should be treated as a clearance sale that favors value-focused entries instead of capitulation; source: @AltcoinDaily. According to @AltcoinDaily, traders should research daily to quietly build an edge and improve decision quality; source: @AltcoinDaily. According to @AltcoinDaily, positions should be accumulated slowly to build exposure methodically rather than in a single buy; source: @AltcoinDaily. According to @AltcoinDaily, ignoring short-term noise and staying patient is key because patience pays in crypto; source: @AltcoinDaily.

According to @QCompounding, Philip Fisher’s investing insights are a must read and can be accessed for free, emphasizing their value for traders focused on quality growth stocks; source: @QCompounding on X, Dec 9, 2025. Fisher’s Common Stocks and Uncommon Profits outlines a 15-point growth-stock checklist centered on durable sales growth, superior profit margins, strong research and development, effective sales execution, capable and ethical management, and conservative accounting that traders can translate into screening and due diligence workflows; source: Philip A. Fisher, Common Stocks and Uncommon Profits, 1958. Traders can operationalize Fisher’s framework by favoring companies with multi-year revenue growth outpacing peers, consistently high or rising margins versus industry, increasing investment in innovation and distribution, and trustworthy management signals, improving position selection and holding discipline across equities, including crypto-exposed stocks such as exchanges, miners, and chip suppliers; source: Philip A. Fisher, Common Stocks and Uncommon Profits, 1958.

According to @CNBC, Todd Gordon has outlined five major stock allocation changes to position his portfolio for 2026 in a report published on Dec 9, 2025, highlighting actionable shifts for equity exposure and risk management (source: CNBC, Dec 9, 2025). The specific tickers, sectors, and position sizes are not provided in the shared excerpt, so instrument-level takeaways cannot be verified from this snippet alone and require consulting the full CNBC report before trading (source: CNBC, Dec 9, 2025). For traders, the immediate step is to review the CNBC piece to identify the exact sector overweight and underweight calls, named equities, and any hedging vehicles Gordon is using, then align entries with liquidity and trend confirmation rather than pre-empting the details (source: CNBC, Dec 9, 2025).

According to the source, JPMorgan analysts said the recent Bitcoin (BTC) decline was "meaningful" but they doubt a new crypto winter is starting, pointing to stabilization rather than an extended bear market. Source: JPMorgan analysts' research note referenced in the provided source post dated December 9, 2025. For traders, the bank's stance indicates lower risk of an imminent prolonged downturn versus a full-cycle capitulation, keeping near-term bias cautious but not decisively bearish. Source: JPMorgan analysts' conclusion as cited in the same source post.

According to StockMKTNewz, BlackRock (BLK) says artificial intelligence is set to drive markets through 2026, highlighting a multi‑year leadership theme in AI‑linked assets (source: StockMKTNewz). Based on this outlook, traders can prioritize relative strength in BLK, AI‑heavy mega‑cap tech, and AI ETFs on pullbacks with volume confirmation, using the headline as a catalyst filter for positioning and risk management (source: StockMKTNewz). Crypto participants can track whether AI narrative risk‑on flows spill over to AI‑themed tokens and broader market beta during U.S. equity sessions when AI leaders outperform, using this development as a sentiment cue (source: StockMKTNewz).

According to @gdb, OpenAI has published The State of Enterprise AI 2025 and provided the official link for full details. Source: https://twitter.com/gdb/status/1998222729225576630 https://openai.com/index/the-state-of-enterprise-ai-2025-report/ The publication is an OpenAI-issued enterprise AI report and serves as a primary source on OpenAI’s current enterprise AI outlook for market analysis. Source: https://openai.com/index/the-state-of-enterprise-ai-2025-report/ For trading workflows, the actionable takeaway is the report’s availability and timing for integration into AI-equity and digital-asset thesis reviews and event-driven calendars. Source: https://twitter.com/gdb/status/1998222729225576630 https://openai.com/index/the-state-of-enterprise-ai-2025-report/ The announcement date is Dec 9, 2025, providing a clear timestamp for any news-driven strategies focused on the AI sector. Source: https://twitter.com/gdb/status/1998222729225576630

According to @CryptoMichNL, the widely shared forward-looking chart calling for a 2026 crash encourages confirmation bias and should not dictate trade decisions, source: @CryptoMichNL on X, Dec 8, 2025. He adds that past date alignments on the chart do not guarantee future alignment, so traders should avoid anchoring positions to a fixed 2026 panic timeline, source: @CryptoMichNL on X, Dec 8, 2025. He advises inverting the process by letting current market data lead thesis formation, favoring flexible positioning and risk control only when the data confirms a direction, source: @CryptoMichNL on X, Dec 8, 2025.

According to @Andre_Dragosch, their macro factor model indicates an increasing share of BTC’s recent underperformance is explained by non-macro, bitcoin-specific factors, pointing to idiosyncratic drivers dominating short-term returns; source: @Andre_Dragosch on X (Dec 8, 2025). For trading, this supports prioritizing crypto-specific catalysts and risk controls over broad macro hedges when managing BTC exposure, as the explained variance is shifting away from macro factors; source: @Andre_Dragosch on X (Dec 8, 2025).

According to @KobeissiLetter, continued rate cuts amid stagflation are fueling nominal appreciation across asset classes, making asset ownership the primary hedge against a widening wealth gap; source: @KobeissiLetter. For trading, this stance favors staying allocated to broad assets rather than idle cash and monitoring policy easing signals and inflation data to gauge the strength of the nominal upswing; source: @KobeissiLetter. Crypto participants track the same liquidity regime because correlations between crypto and equities increased notably after 2020, linking digital asset performance more closely to monetary conditions; source: International Monetary Fund (2022).

According to @CNBC, BlackRock is betting on a pick-and-shovel trade in artificial intelligence, emphasizing exposure to suppliers that benefit directly from AI capital expenditures. According to @CNBC, the asset manager has singled out clear winners in the ongoing AI spending spree, highlighting priority positioning in infrastructure-related equities.

According to @litecoin, a new BitPay statistics report on crypto payment usage is available via SQ Magazine at sqmagazine.co.uk/bitpay-statistics, highlighting Litecoin (LTC) usage in merchant payments (source: @litecoin tweet; source: SQ Magazine link). The post itself contains no quantitative figures, so traders should verify LTC-specific metrics in the report such as transaction share, merchant penetration, and average ticket size before taking positions (source: @litecoin tweet; source: SQ Magazine link). Treat this as a headline catalyst and reassess after reviewing the report, focusing on LTC spot volume, LTC/BTC relative strength, and funding rates to confirm momentum before executing trades (source: @litecoin tweet; source: SQ Magazine link).

According to @CryptoMichNL, gold’s multi-year upside looks capped with a potential max near $4,500-$4,700 before a reversal (source: @CryptoMichNL, X, Dec 6, 2025). He adds that the turning point likely hinges on the upcoming FOMC decision and potential BoJ rate hikes, making policy meetings key volatility catalysts (source: @CryptoMichNL, X, Dec 6, 2025). He notes interest in allocating only after a 30-50% correction, indicating a wait-for-dip approach rather than chasing highs (source: @CryptoMichNL, X, Dec 6, 2025). He does not reference BTC or other crypto assets in this view, keeping the focus on gold and macro policy risk (source: @CryptoMichNL, X, Dec 6, 2025).

According to @AltcoinDaily, the post states 'key concept to know!! #crypto' without naming any assets, indicators, or timeframes, providing no actionable trading signal at this time, source: Altcoin Daily on X, Dec 5, 2025. The absence of specific tokens like BTC or ETH, levels, or catalysts means there is no direct crypto market impact to price in until further detail is shared, source: Altcoin Daily on X, Dec 5, 2025. Traders should wait for a follow-up post from the same account or verifiable disclosures before positioning, source: Altcoin Daily on X, Dec 5, 2025.

According to The White House, there have been seven straight months of zero releases, as stated in its X post on December 5, 2025, source: The White House X post dated December 5, 2025. The post does not specify which type of releases, providing no verifiable dataset context for macro or commodity linkages at this time, source: The White House X post dated December 5, 2025. Traders should treat this as a headline-risk catalyst and wait for an official clarification or supporting data before repositioning, source: The White House X post dated December 5, 2025. Until clarified, prioritize event-driven risk controls and monitor crypto beta and liquidity for knee-jerk volatility, source: The White House X post dated December 5, 2025.

According to @CNBC, Citi advises staying long the AI theme even if it resembles a bubble, stating that riding manias can be quite profitable, source: CNBC.

According to @elonmusk, he published a one-word post saying "Absolutely" alongside a shortened link without any tickers, assets, or product details, providing no tradeable disclosure at the time of posting. Source: Elon Musk on X, Dec 5, 2025. The post contains no explicit reference to equities or crypto, so there is insufficient information to infer fundamental impact; traders should avoid pre-emptive positioning and instead set alerts for abnormal price and volume in TSLA and major crypto pairs until the linked content is clarified. Source: Elon Musk on X, Dec 5, 2025. The message was retweeted by @Andre_Dragosch, but absent subject matter or specifics, the baseline signal remains neutral for BTC and altcoins pending additional context from the original link or a follow-up post. Source: Elon Musk on X and retweet by @Andre_Dragosch, Dec 5, 2025.

According to @EleanorTerrett, a new X broadcast titled CFTC Clears the Way While SEC Raises New Flags highlights a developing regulatory split between the CFTC and SEC; the post itself lists no specific approvals, enforcement actions, or dates, so traders should wait for the broadcast and official agency notices before repositioning. Source: X post by @EleanorTerrett on Dec 5, 2025 https://twitter.com/EleanorTerrett/status/1996988011071049882; X broadcast link https://x.com/i/broadcasts/1nAKEEQXypZKL Key watchpoints are any CFTC greenlights or SEC objections that could affect exchange listings, derivatives availability, and compliance timelines for crypto firms, pending details from the broadcast. Source: X post by @EleanorTerrett on Dec 5, 2025 https://twitter.com/EleanorTerrett/status/1996988011071049882; X broadcast link https://x.com/i/broadcasts/1nAKEEQXypZKL