According to @julian2kwan, tokenization will only scale when four core market infrastructures are proven under real conditions: stress-resilient custody, regulation that survives scrutiny, reporting and reconciliation that withstand high volumes, and settlement rails that function on bad days as well as good ones, source: https://x.com/julian2kwan/status/2006397552380227748. He states that institutional pressure is shifting focus from narratives to concrete questions about where systems fail at scale, who carries responsibility, and how issues are resolved when things go wrong, source: https://x.com/julian2kwan/status/2006397552380227748. He forecasts 2026 as the point when the gap between talk and infrastructure starts costing money, marking a quieter but real phase for tokenization, source: https://x.com/julian2kwan/status/2006397552380227748. He adds that this phase is what IXS was designed to address, source: https://x.com/julian2kwan/status/2006397552380227748. (Source)

According to @CryptoMichNL, market sentiment is broadly bearish on Bitcoin even as BTC trades near $88K, highlighting a divergence between price level and crowd mood (Source: @CryptoMichNL on X, Dec 31, 2025). He notes BTC was around $16K a few years ago and was labeled dead by critics, framing a cyclical context for current sentiment (Source: @CryptoMichNL on X, Dec 31, 2025). He adds that the present phase is comparable to the 2022 stage, positioning the discussion around cycle-based expectations (Source: @CryptoMichNL on X, Dec 31, 2025). He and Dan Held cover the 2026 outlook and the Bitcoin 4-year cycle on the New Era Finance Podcast, with the episode available on YouTube, Spotify, and Apple Podcasts (Source: @CryptoMichNL on X, Dec 31, 2025; New Era Finance Podcast on X, Dec 31, 2025). The podcast teaser also says many turned bearish at six figures, underscoring sentiment shifts at cycle highs that traders may monitor for context (Source: New Era Finance Podcast on X, Dec 31, 2025). (Source)

According to the source, U.S. Congressman Warren Davidson said Bitcoin’s promise is a permission-less, peer-to-peer payment system rather than an illiquid inflating asset. Source: Warren Davidson on X, Dec 31, 2025. He added that with Bitcoin, no third party should be able to condition access to your money and users can move funds freely across the network. Source: Warren Davidson on X, Dec 31, 2025. For traders, the post emphasizes Bitcoin’s payments-use-case narrative instead of a store-of-value framing, and it does not announce any new policy or legislation. Source: Warren Davidson on X, Dec 31, 2025. (Source)

According to CNBC, the Dogs of the Dow strategy "worked pretty well" in 2025 and CNBC highlighted stocks to target for 2026, source: CNBC. The Dogs of the Dow rule buys the 10 highest dividend yield Dow Jones Industrial Average components at year-end and rebalances annually, guiding traders to screen the highest-yield Dow stocks into early January 2026, source: Dogs of the Dow. Performance versus the Dow benchmark is publicly tracked by Dogs of the Dow, enabling assessment of whether the dividend yield tilt remains effective, source: Dogs of the Dow. Because crypto assets such as BTC and ETH have shown rising correlation with equities since 2020, equity factor rotations like a shift toward high-dividend Dow stocks can influence crypto risk appetite and cross-asset flows, source: International Monetary Fund. (Source)

According to @charliebilello, OpenAI is paying about $1.5 million in stock-based compensation per employee to roughly 4,000 staff in 2025. Source: @charliebilello on X, Dec 31, 2025. According to @charliebilello, that level is nearly half of OpenAI’s 2025 revenue and equals 34x the average per-employee compensation of 18 large tech firms in the year before they went public. Source: @charliebilello on X, Dec 31, 2025. Based on those figures, the implied total SBC is roughly $6 billion for 2025, which would be expensed under US GAAP share-based payment rules and reduce reported operating margins. Source: @charliebilello on X, Dec 31, 2025; FASB ASC 718 Share-Based Payment. AI-linked crypto tokens rallied during the ChatGPT-driven AI boom in early 2023, with FET, AGIX, and OCEAN among notable gainers, underscoring the sensitivity of AI tokens to major AI-sector developments. Source: Reuters coverage of AI-related crypto token surge, Feb 2023. (Source)

According to @KobeissiLetter, MicroStrategy MSTR set a new 52-week low at 153.52 and is down nearly 50 percent in 2025, source: @KobeissiLetter. MicroStrategy adopted Bitcoin as its primary treasury reserve asset and discloses its equity is materially affected by Bitcoin price volatility, making MSTR a commonly used BTC proxy among traders, source: MicroStrategy press release August 11 2020 and MicroStrategy 2023 Form 10-K risk factors. Academic research documents that momentum strategies respond to price trends and that 52-week reference prices are widely used in trading, underscoring the relevance of a 52-week low break as a technical signal, source: Jegadeesh and Titman 1993 and George and Hwang 2004. For crypto market context, Bitcoin price moves and spot ETF flows are tracked when assessing MSTR because the company highlights BTC price sensitivity and US spot Bitcoin ETFs were approved in 2024, source: MicroStrategy 2023 Form 10-K risk factors and US SEC order January 10 2024. (Source)

According to @KobeissiLetter, MicroStrategy (MSTR) is falling toward a new 52-week low and is on track to finish 2025 down 48%, signaling heightened downside momentum into year-end. Source: The Kobeissi Letter, Dec 31, 2025. MicroStrategy holds Bitcoin as its primary treasury reserve asset, making MSTR a widely used equity proxy for Bitcoin (BTC) sentiment among traders. Source: MicroStrategy Investor Relations, Corporate Bitcoin Strategy overview. Approaching a 52-week low places MSTR at a widely tracked reference point used in momentum and breakout strategies, increasing short-term trading focus. Source: George and Hwang, Journal of Finance, 2004. (Source)

According to @QCompounding, a free Warren Buffett e-book and a list of 100 examples of high-quality stocks are available at https://compounding-quality.kit.com/2f3001f6a5, positioned as resources derived from reading approximately 5,000 pages of Buffett’s material. Source: Compounding Quality (@QCompounding) on X, Dec 31, 2025 https://twitter.com/QCompounding/status/2006379970499661948 and compounding-quality.kit.com/2f3001f6a5. (Source)

According to @StockMKTNewz, the U.S. stock market opened the final trading day of the year in the red, signaling a risk-off start to December 31, 2025 (Source: @StockMKTNewz on X, Dec 31, 2025). Research shows Bitcoin and U.S. equities have exhibited stronger return correlations since 2020, increasing the likelihood of cross-asset moves when stocks weaken (Source: IMF, Crypto Prices Move with Equity Markets, 2022; BIS, Quarterly Review analysis on crypto–macro linkages, 2022). Crypto traders should monitor BTC and ETH price action around the U.S. cash session for potential spillovers consistent with these documented correlations (Source: IMF 2022; BIS 2022). (Source)

According to @CoinMarketCap, Bitwise has filed with the U.S. SEC to launch 11 single-token, altcoin-focused strategy ETFs that would provide regulated exposure to Aave, Uniswap, Hyperliquid, Zcash, Bittensor and others; source: @CoinMarketCap on X, December 31, 2025. The post identifies these as single-token strategy ETFs offering regulated exposure to individual assets named, including Aave AAVE, Uniswap UNI, Zcash ZEC, and Bittensor TAO; source: @CoinMarketCap on X, December 31, 2025. No filing identifiers, proposed tickers, fees, timelines, or approval status were disclosed in the post; source: @CoinMarketCap on X, December 31, 2025. (Source)

According to @CNBC, the report ranks the five biggest stock winners of 2025 and explains the specific catalysts that powered their outsized gains, offering traders clarity on which sectors and themes led the market this year. Source: CNBC. According to @CNBC, this ranking helps momentum and sector-rotation strategies by highlighting leadership, fundamental drivers, and potential continuation or mean-reversion candidates heading into the new quarter. Source: CNBC. According to @CNBC, the focus on winners and their drivers provides a practical benchmark for cross-asset risk appetite that crypto traders can monitor alongside equities for broader sentiment shifts. Source: CNBC. (Source)

According to Gary Black, U.S. equities softened into the final 2025 session with SPX -0.2% and NDX -0.3% pre-market while silver plunged 5%, the 4th straight day of 5%+ moves (source: Gary Black). According to Gary Black, the 10-year Treasury yield dipped 1 bp to 4.11%, gold fell 0.6% to $4,315/oz, and Brent crude rose 0.2% to $61.48/bbl (source: Gary Black). According to Gary Black, BTC gained 0.6% to $88.7K, NVDA rose 1.1% to $190 pre-market, and TSLA climbed 0.5% to $457 after a two-day 4.2% slide (source: Gary Black). According to Gary Black citing Bloomberg, analysts cut TSLA 4Q delivery IR-consensus to 423K from 445K last week, and TSLA’s next catalyst is potential removal of safety monitors in Robotaxis, which Elon previously targeted in Austin by end of today (source: Gary Black; Bloomberg via Gary Black). According to Gary Black, TSLA will report 4Q deliveries Friday before the open with Wall Street consensus at 423K, and TSLA’s 2026 P/E is 207x versus long-term earnings growth of 35% (PEG ~6x), leaving him cautious with a 6–12 month PT of $310 (source: Gary Black). According to Gary Black, investors head into 2026 expecting subdued inflation and double-digit S&P 500 earnings growth with bond markets pricing at least two Fed cuts, while the 2026 S&P 500 P/E is 22.2x, partly driven by high-flying tech shares (source: Gary Black). (Source)

According to @garyblack00, U.S. pre-market risk tone was softer into the final 2025 session with SPX -0.2% and NDX -0.3% pre-market, signaling mild de-risking before year-end close, source: @garyblack00. Commodities were mixed: silver plunged 5% marking a fourth straight session with 5%+ moves, gold slipped 0.6% to $4,315/oz, and Brent crude edged up 0.2% to $61.48/bbl, source: @garyblack00. Rates and crypto diverged as the 10-year Treasury yield eased 1 bp to 4.11% while BTC rose 0.6% to $88.7K, source: @garyblack00. AI and EV bellwethers firmed with NVDA +1.1% to $190 pre-market and TSLA +0.5% to $457 after a two-day -4.2% drop as analysts cut 4Q delivery consensus to 423K from 445K last week, source: Bloomberg via @garyblack00. Macro positioning remains constructive with investors expecting continued above-trend U.S. growth, subdued inflation, and at least two Fed cuts in 2026, while the 2026 S&P 500 trades at 22.2x P/E, source: @garyblack00. For TSLA, the next catalyst cited is potential removal of robotaxi safety monitors (targeted by Elon in Austin by end of today), with 4Q deliveries due Friday pre-open and Wall Street consensus at 423K, source: @garyblack00. Valuation remains a watchpoint as @garyblack00 flags TSLA at a 2026 P/E of 207x vs long-term EPS growth of 35% (PEG 6x) and maintains a 6–12 month price target of $310, source: @garyblack00. (Source)

According to @CoinMarketCap, CMC20 is a fully on-chain index that tracks the top 20 cryptocurrencies, is rebalanced monthly, and is designed to be transparent and tradable to provide broad market exposure. Source: @CoinMarketCap. @CoinMarketCap stated the index entered the market in November and is built for everyone, offering a tradable on-chain vehicle to access the market’s top-cap assets. Source: @CoinMarketCap. (Source)

According to @CNBC, Nike (NKE) shares moved higher after significant insider stock purchases by CEO Elliott Hill and director Tim Cook, coming after a down year. According to @CNBC, the post highlights the market reaction to the insider buying but does not disclose purchase sizes, timing, or price levels. (Source)

According to @StockMKTNewz, Nvidia (NVDA) has approached Taiwan Semiconductor (TSM) to increase H200 GPU production amid a demand surge from China, citing Reuters as the source. Reuters reported that Chinese technology companies have placed orders for about 2 million H200 GPUs while Nvidia has roughly 700,000 units in stock, implying an approximate 1.3 million unit shortfall based on Reuters figures. No direct cryptocurrency market impact was mentioned in the Reuters report. (Source)

According to Celo, the network processed 25M+ transactions in 2025, up 40% year over year, pushing Celo past 1B lifetime transactions and reporting 700K+ users transacting daily; source: Celo on X, Dec 31, 2025. For traders, these reported metrics highlight rising on-chain activity on Celo that can inform CELO market monitoring; source: Celo on X, Dec 31, 2025. (Source)

According to Dan Held, he reiterated a long-term bullish view on Bitcoin (BTC), voiced excitement about the next 10 years, and noted that the Bitcoin selloff continues while urging HODL on Dec 31, 2025. Source: https://twitter.com/danheld/status/2006364731674923161 Source: https://x.com/danheld/status/555161001876676608 For traders, this serves as a sentiment signal of continued long-hold conviction during drawdowns rather than price guidance. Source: https://twitter.com/danheld/status/2006364731674923161 (Source)

According to @CryptoMichNL, BTCUSD versus Gold has printed a valid bullish divergence on the daily timeframe, indicating improving BTC relative momentum against gold. Source: @CryptoMichNL on X, Dec 31, 2025. According to @CryptoMichNL, traders should note the signal is on the BTC-to-Gold ratio rather than spot BTC alone, making relative strength and pair-trade assessments more relevant as the setup develops into 2026. Source: @CryptoMichNL on X, Dec 31, 2025. According to the CMT Association, bullish divergence is generally interpreted as a potential shift toward upside performance after weakening downside momentum, which traders often seek to confirm via subsequent higher highs or momentum breakouts on the ratio. Source: CMT Association, Technical Analysis Body of Knowledge. (Source)

According to Eric Balchunas, only 33% of S&P 500 stocks outperformed the index this year, indicating narrow market breadth, source: Eric Balchunas, X, Dec 31, 2025. He added that only 27% of active funds beat the benchmark, with many underperforming due to underweighting the Magnificent 7, source: Eric Balchunas, X, Dec 31, 2025. For trading, this means cap-weighted index exposure outpaced most active stock-picking in the period and provides macro context for crypto traders tracking equity breadth as a risk-sentiment gauge, though the source did not mention crypto, source: Eric Balchunas, X, Dec 31, 2025. (Source)