According to Charlie Bilello, the S&P 500 (SPX) crossed above 7,000 for the first time, with reference points of 6,100 one year ago, 3,800 five years ago, and 1,800 ten years ago, highlighting the index’s multi-year advance.

According to @cas_abbe, the traditional 4-year Bitcoin cycle is "dead" and a crypto supercycle is underway, implying the market is early in a long-horizon adoption phase and remains undervalued relative to its potential (source: @cas_abbe on X, Jan 4, 2026). He cites CZ’s view that the industry is still in the early stages, supporting a thesis to prioritize long-term accumulation over short-term chart-based timing in majors like BTC and ETH (source: @cas_abbe on X, Jan 4, 2026). Trading takeaways based on this thesis include de-emphasizing halving-timed swing trades, extending accumulation windows, and focusing on multi-year trend-following and risk budgeting aligned with a Bitcoin supercycle thesis (source: @cas_abbe on X, Jan 4, 2026).

According to @KobeissiLetter, roughly 94% of MSCI All Country World Index markets are trading above the 200-day moving average, near a five-year high, while about 87% are above the 50-day moving average, the highest since July. Source: The Kobeissi Letter. Breadth this strong aligns with trend-following conditions where prices above medium and long-term moving averages historically favor staying long across global equities. Source: Moskowitz, Ooi, and Pedersen, Time Series Momentum, 2012. For crypto positioning, higher equity risk-on breadth has been associated with stronger stock–Bitcoin comovement, making BTC and ETH more sensitive to equity momentum and liquidity trends during such phases. Source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, 2022.

According to @RhythmicAnalyst, BTC remains in an uptrend despite recent weakness, supported by a moving-average-based indicator; source: @RhythmicAnalyst on X, Dec 29, 2025. The author characterizes Bitcoin as weak but not dead, reinforcing a trend-following bias while the moving-average signal stays constructive; source: @RhythmicAnalyst on X, Dec 29, 2025. For traders, the actionable focus is to track the same moving-average indicator the author uses to confirm trend continuation or identify invalidation if the signal turns down; source: @RhythmicAnalyst on X, Dec 29, 2025.

According to @CNBC, charts indicate a U.S. convenience store chain is in a sustained long-term uptrend with no signs of slowing, highlighting ongoing momentum for trend-following traders (source: @CNBC). The uptrend characterization supports a continuation bias where traders typically prioritize breakout confirmation and buy-on-dips tactics while managing risk at recent swing supports, derived from the technical strength described by @CNBC (source: @CNBC). No direct cryptocurrency market linkage or digital-asset impact was cited in the report, indicating a neutral cross-asset read-through for crypto at this time (source: @CNBC).

According to @RhythmicAnalyst, ZEC has risen 42% since a prior reference point, highlighting that traders need stronger trend education to avoid fading strength (source: @RhythmicAnalyst on X, Dec 9, 2025). The post frames the move as a momentum-led advance, implying that aligning with higher highs and higher lows likely outperformed counter-trend shorts during the rally (source: @RhythmicAnalyst on X, Dec 9, 2025). Actionable takeaway: validate real-time ZEC price and volume and favor pullback entries in the direction of the prevailing trend rather than calling tops, consistent with the author’s emphasis on trend literacy (source: @RhythmicAnalyst on X, Dec 9, 2025). Risk control: if momentum stalls, reassess bias and tighten stops due to potential volatility during rapid climbs (source: @RhythmicAnalyst on X, Dec 9, 2025).

According to @charliebilello, gold is up 54% year-to-date in 2025, making it the best-performing major asset, while Bitcoin (BTC) is down 1% and ranks as the worst performer among majors (X post dated Nov 18, 2025; YouTube video referenced). According to @charliebilello, this setup is unprecedented in any calendar year and is the inverse of 2013 (X post dated Nov 18, 2025). According to @charliebilello, the performance gap between GLD and BTC is roughly 55 percentage points year-to-date, highlighting a decisive cross-asset divergence that traders can anchor to for relative performance tracking (X post dated Nov 18, 2025).

According to @camillionaire_m, optimists make money; traders can operationalize this by adding risk when sentiment turns up using measurable triggers such as the Crypto Fear and Greed Index rebounding from extreme fear, AAII bearish sentiment at extreme levels reverting, and BTC perpetual funding flipping from negative to positive with rising open interest; source: @camillionaire_m; Alternative.me Crypto Fear and Greed Index; American Association of Individual Investors Sentiment Survey; CoinGlass derivatives data. Evidence shows sentiment and trend filters improve entry quality, so use a simple trend confirmation such as price above the 200-day moving average and validate with on-chain realized profit and loss ratios before scaling into BTC and ETH; source: Baker and Wurgler 2006 Journal of Finance; Meb Faber 2006 A Quantitative Approach to Tactical Asset Allocation; Glassnode on-chain metrics.

According to Adam Back, a model by Daniele argues the traditional 4-year Bitcoin cycle is different this time, with a flat bubble detection metric and a thesis that BTC grinds higher without a bear market and with smaller pullbacks than prior cycles. Source: Adam Back on X, Nov 16, 2025. For trading, this thesis favors a trend-following bias and buying shallow dips in BTC while monitoring the bubble metric for any spike that could signal a regime change. Source: Adam Back on X, Nov 16, 2025.