According to CNBC, Bank of America highlighted a list of stocks it is betting on for the first quarter of 2026, noting that the basket includes a Big Tech laggard, as reported via a CNBC tweet on Jan 2, 2026, with no specific tickers disclosed. Source: CNBC (Twitter, Jan 2, 2026). For crypto traders, shifts in Big Tech positioning can influence risk sentiment because BTC and ETH have shown positive rolling correlations with the Nasdaq-100 during risk-on regimes, making it prudent to monitor QQQ/NDX alongside BTC and ETH price action for cross-asset confirmation. Sources: CME Group Research on Bitcoin–equity correlations (2023); Coin Metrics State of the Network correlation analyses (2024). With the stock list not detailed in the tweet, near-term setups center on momentum spillovers: watch for any rebound in underperforming mega-cap tech and concurrent changes in BTC/ETH perpetual funding rates and open interest as indicators of broader risk appetite. Sources: CNBC (Twitter, Jan 2, 2026); Kaiko Research on crypto derivatives and equity co-movements (2023). (Source)

According to @AltcoinDaily, Coinbase Head of Strategy says the U.S. Crypto Market Structure Bill would change how every company operates across the industry and is equivalent to the unlock that the GENIUS bill gave to stablecoins, source: Altcoin Daily, X post dated Jan 2, 2026. These remarks characterize the bill as a major regulatory unlock for market structure and listings across the sector, mirroring the stablecoin unlock referenced by the Coinbase executive, source: Coinbase Head of Strategy remarks relayed by Altcoin Daily, X post dated Jan 2, 2026. (Source)

According to @KobeissiLetter, global sovereign wealth funds’ assets under management have reached a record 15.2 trillion dollars, marking the third consecutive annual increase. According to @KobeissiLetter, since 2022 AUM has risen by 4.6 trillion dollars, or 43 percent, amid the AI rally, and the post does not include any crypto-specific allocation details. (Source)

According to @AltcoinDaily, Coinbase’s Head of Strategy said he is very confident a U.S. crypto market structure bill will arrive in 2026 in a video shared on X. Source: Altcoin Daily on X. A market structure law would set rules for token classification, exchange oversight, and custody, aligning with the framework in the House-passed Financial Innovation and Technology for the 21st Century Act (H.R. 4763) in 2024. Source: U.S. House of Representatives legislative record. For traders, Coinbase has argued that statutory clarity can expand U.S. participation and liquidity, making legislative progress a key market catalyst to monitor. Source: Coinbase policy blog and public comment letters. Key signals to watch include committee markups and bipartisan co-sponsors in the 119th Congress, which influence floor timing and odds of passage. Source: U.S. Congress committee schedules and legislative procedures. (Source)

According to @StockMKTNewz, a visualization summarizing how the U.S. stock market performed on the first trading day of 2026 was posted on January 2, 2026 (source: @StockMKTNewz on X, Jan 2, 2026). The post provides an at-a-glance visual snapshot of the day's market performance; specific returns are contained in the image and are not listed in the text (source: @StockMKTNewz on X, Jan 2, 2026). The post does not include commentary on cryptocurrency markets or any impact on BTC or ETH (source: @StockMKTNewz on X, Jan 2, 2026). (Source)

According to @BullTheoryio, BTC gained about 6% this week as gold fell roughly 4.65%, highlighting a sharp performance divergence relevant to rotation trades; source: @BullTheoryio. The source notes BTC's last parabolic rally followed a gold peak and suggests that if gold's referenced $4,550 marked a top, capital could begin rotating from gold to BTC, a setup traders may monitor via the cited level and BTC strength; source: @BullTheoryio. (Source)

According to @CryptoCoinCoach, BOME is attempting a reclaim after trading inside a descending channel, and maintaining price action above the recently identified support keeps the path open for upside continuation toward higher resistance, source: @CryptoCoinCoach on X; TradingView chart BOMEUSDT.P. A failure to hold that support would weaken the recovery attempt and invalidate the continuation thesis toward overhead resistance, source: @CryptoCoinCoach on X; TradingView chart BOMEUSDT.P. (Source)

According to @CryptoMichNL, BTC has already broken its 21-day moving average, signaling a trend switch. @CryptoMichNL states that a decisive break above $92,000 is the next key level and could accelerate price action toward $100,000. @CryptoMichNL adds that next week is critical and he expects an upside break with $100,000 in the coming weeks. (Source)

According to @CryptoCoinCoach, BOME is attempting a reclaim after trading inside a descending channel (source: @CryptoCoinCoach). Holding above the recent support keeps upside continuation toward higher resistance in play (source: @CryptoCoinCoach). Losing this level would weaken the recovery attempt (source: @CryptoCoinCoach). The shared BOMEUSDT.P TradingView chart provides more details on the setup and nearby resistance zones for short-term traders (source: @CryptoCoinCoach). (Source)

According to @StockMKTNewz, the stock market just had its best day of 2026 following the Jan 2, 2026 session; source: @StockMKTNewz on X, Jan 2, 2026. For crypto traders, equity risk-on phases have historically coincided with stronger BTC and ETH comovement with major stock indices since 2020, informing short-term positioning and exposure; source: International Monetary Fund Blog, Crypto Prices Move More in Sync with Stocks by Adrian, Iyer, and Qureshi, Jan 11, 2022. In this backdrop, monitoring BTC and ETH momentum versus tech-heavy indices and cross-asset risk gauges is a common approach to capture potential spillover from stock rallies; source: International Monetary Fund Blog, Jan 11, 2022. (Source)

According to @trondao, TRON’s on-chain perpetual futures trading volume exceeded $1 billion for two consecutive days, based on DefiLlama data (source: DefiLlama; source: TRON DAO). Week over week, overall trading activity on the TRON network nearly tripled, indicating a sharp acceleration in on-chain derivatives participation during the period (source: DefiLlama; source: TRON DAO). Traders may monitor TRX spot and perps markets for follow-through given the documented volume surge and activity upswing (source: DefiLlama; source: TRON DAO). (Source)

According to @CryptoCoinCoach, TLM (Alien Worlds) made a strong impulsive breakout and is now pulling back into a demand zone; holding this area keeps upside continuation toward higher resistance in play, while a loss of this zone would shift focus back to deeper support levels. Source: X post by @CryptoCoinCoach on Jan 2, 2026: https://twitter.com/CryptoCoinCoach/status/2007192700253286452; TradingView chart: https://www.tradingview.com/chart/TLMUSDT.P/LVwlUey4-TLM-Impulsive-Move-Followed-by-Demand-Retest/ The trade focus is the demand-zone retest on TLMUSDT: sustained holding favors upside continuation toward higher resistance, while failure increases the likelihood of rotation to lower support, as outlined in the same analysis. Source: X post by @CryptoCoinCoach on Jan 2, 2026: https://twitter.com/CryptoCoinCoach/status/2007192700253286452; TradingView chart: https://www.tradingview.com/chart/TLMUSDT.P/LVwlUey4-TLM-Impulsive-Move-Followed-by-Demand-Retest/ (Source)

According to Aggr News, Aave Labs will bring an upcoming governance proposal to distribute non-protocol revenue to token holders and to address IP rights, noting this comes amid controversy in the governance process (source: Aggr News on X, Jan 2, 2026). According to Aggr News, traders should monitor the Aave governance proposal publication and any voting schedule to evaluate the specific revenue distribution mechanics and IP rights terms once disclosed (source: Aggr News on X, Jan 2, 2026). (Source)

According to @StockMKTNewz, Berkshire Hathaway (BRK.B) posted annual revenue of $372.1 billion, up from $81.7 billion in 2005. Source: @StockMKTNewz on X, January 2, 2026. This reflects an absolute revenue increase of approximately $290.4 billion over the stated period. Source: @StockMKTNewz on X, January 2, 2026. The post attributes the performance to Warren Buffett’s leadership and provides a historical revenue comparison without additional details such as margins, EPS, or guidance. Source: @StockMKTNewz on X, January 2, 2026. For crypto-market observers, the post contains no crypto-specific data or implications; it is strictly a revenue milestone update for BRK.B. Source: @StockMKTNewz on X, January 2, 2026. (Source)

According to @DeepLearningAI, Andrew Ng introduced the Turing-AGI Test in the New Year issue of The Batch to evaluate AI systems on real, economically useful work rather than hype, published Jan 2, 2026, on X. According to @DeepLearningAI, the same issue highlights six practical perspectives tied to enterprise adoption: IBM’s David Cox on Open Source Wins, Princeton’s Adji Bousso Dieng on AI for Scientific Discovery, Microsoft’s Juan M. Lavista Ferres on education that works with AI, Allen Institute’s Tanmay Gupta on moving from prediction to action, UC San Diego’s Pengtao Xie on multimodal models for biomedicine, and AMD’s Sharon Zhou on community-building chatbots. Using the themes outlined by @DeepLearningAI, traders can align screens toward measurable utility: open-source and enterprise AI exposure in IBM and MSFT equities, compute demand signposts in AMD, and for digital assets, apply the same utility-first lens to AI infrastructure tokens and data protocols to prioritize real-world usage over hype, based on the source’s emphasis on economically useful work. (Source)

According to @StockMKTNewz, Amazon, Google, Meta and Microsoft collectively plan to invest $440 billion in AI in 2026 (source: @StockMKTNewz, Jan 2, 2026). Historically, hyperscaler AI build-outs have boosted GPU suppliers Nvidia and AMD as cloud demand from Microsoft, Amazon, Google and Meta powered Nvidia’s data-center growth in 2024 (source: Reuters, May 22, 2024). AI-linked cryptocurrencies such as RNDR, FET and GRT rallied after Nvidia’s February 2024 results, reflecting sensitivity of AI tokens to AI spending catalysts (source: Reuters, Feb 22, 2024). (Source)

According to @CNBC, an analyst said many ETFs compete on price, but fees should not always drive the investment decision for traders and investors; source: CNBC social post dated Jan 2, 2026. Traders should evaluate total cost of ownership including expense ratio, bid-ask spread, any premium or discount to NAV, and brokerage commissions because these costs can outweigh a low fee during execution; source: U.S. Securities and Exchange Commission Investor Bulletin on Exchange-Traded Funds. This framework is directly relevant to crypto-related ETFs such as Bitcoin BTC and Ethereum ETH funds where spreads and NAV premiums or discounts can widen in volatile markets, increasing slippage relative to fee savings; source: U.S. Securities and Exchange Commission Investor Bulletin on Exchange-Traded Funds discussing spreads and market stress. Actionable takeaway for ETF selection: compare expense ratio alongside average daily volume, historical tracking difference versus the index, and disclosures in the fund prospectus to minimize trading costs; source: U.S. Securities and Exchange Commission Office of Investor Education guidance on ETF due diligence. (Source)

According to The Kobeissi Letter, Solana onchain spot volume reached USD 1.6 trillion in 2025, surpassing all offchain exchanges except Binance, which marks a major shift in venue market share for spot crypto trading, source: The Kobeissi Letter on X Jan 2 2026 citing JupiterExchange. According to The Kobeissi Letter, JupiterExchange data shows Solana onchain volumes rose from 1 percent of total volume in 2022 to 12 percent in 2025, indicating rapid growth in onchain market share, source: The Kobeissi Letter on X Jan 2 2026 citing JupiterExchange. According to The Kobeissi Letter, Solana onchain spot venues surpassed Bybit and other centralized exchanges by 2025 volume, positioning Solana onchain as second only to Binance for spot activity, source: The Kobeissi Letter on X Jan 2 2026 citing JupiterExchange. According to The Kobeissi Letter, this ranking makes Solana onchain a top destination to route spot orders and assess liquidity alongside Binance for trade execution, source: The Kobeissi Letter on X Jan 2 2026 citing JupiterExchange. (Source)

According to the source, a Jan 2, 2026 social post states that unnamed experts see major Ethereum adoption trends potentially triggering an ETH price surge this year or initiating an uptrend. Source: social media post dated Jan 2, 2026. The post does not provide specific catalysts, metrics, or timelines, which limits immediate tradeability without further verification. Source: social media post dated Jan 2, 2026. The post does not mention on-chain activity, Layer 2 adoption, staking dynamics, or ETF-related flows, leaving no concrete triggers identified for traders within the source itself. Source: social media post dated Jan 2, 2026. (Source)

According to the source, El Salvador's Bitcoin Office said it is ready to go all in on BTC and AI in 2026, asserting this will give the national economy a competitive advantage in the new year, source: El Salvador's Bitcoin Office public statement dated Jan 2, 2026. The announcement aligns with El Salvador's ongoing pro-Bitcoin policy path after making BTC legal tender in 2021 and creating the National Bitcoin Office to coordinate strategy, source: Government of El Salvador Bitcoin Law 2021 and National Bitcoin Office mandate. No program details, budget figures, or BTC reserve targets were disclosed in the statement, so traders should monitor official releases for specifics that could affect BTC market sentiment and adoption headlines, source: El Salvador's Bitcoin Office public statement dated Jan 2, 2026. (Source)