Flash News

Global Bull Market Surges: MSCI ACWI Up 20% YTD, Best Since 2019 — Crypto Impact for BTC, ETH

According to @KobeissiLetter, the MSCI All Country World Index (ACWI) is up roughly 20% year-to-date, putting this year on track for its strongest annual performance since 2019, source: @KobeissiLetter. This advance is nearly double the 10-year average return of about 11% and would mark a third consecutive annual gain in the index, signaling a broad risk-on backdrop across global equities, source: @KobeissiLetter. For crypto traders, risk-on equity regimes have historically coincided with stronger co-movement between Bitcoin and stocks, with the IMF documenting a sharp rise in BTC–S&P 500 correlation during 2020–2021, source: IMF blog by Tobias Adrian, Tara Iyer, and Mahvash S. Qureshi Narain, 2022. This cross-asset linkage suggests monitoring ACWI momentum and equity volatility as inputs for BTC and ETH positioning and risk management when equity strength accelerates, source: IMF blog by Tobias Adrian, Tara Iyer, and Mahvash S. Qureshi Narain, 2022. (Source)

More from The Kobeissi Letter 12-10-2025 22:03
Baidu launches Ernie-5.0 2.4T and open-weights Ernie-4.5-VL MoE VLM: AI and crypto trading takeaways for BIDU and 9888.HK

According to DeepLearning.AI, Baidu announced Ernie-4.5-VL-28B-A3B-Thinking as an open-weights MoE vision-language model positioned as low cost and topping many visual reasoning tasks, source: DeepLearning.AI. The same post states Baidu also debuted Ernie-5.0 as a proprietary natively multimodal model with 2.4 trillion parameters, source: DeepLearning.AI. The post provides a learn-more link but no benchmark tables, release dates, pricing, or crypto or blockchain integrations, framing this as a headline catalyst to monitor rather than a deployable product update for traders, source: DeepLearning.AI. Equity traders can watch Baidu listings BIDU and 9888.HK for sentiment around AI roadmap progress, while crypto traders can note the AI narrative headline with no token-specific signal cited, source: DeepLearning.AI. (Source)

More from DeepLearning.AI 12-10-2025 21:59
ECB’s 2014 Deflation Playbook Revisited: Edward Dowd Flags Deflation Signal; 3 Trading Implications for BTC, ETH and Risk Assets

According to @DowdEdward, Trump’s latest remarks signal deflation risk, drawing a parallel to the European Central Bank’s moves during the 2014 low-inflation episode. source: Edward Dowd, Twitter post dated Dec 10, 2025 In 2014 the ECB pushed the deposit facility rate below zero and launched targeted longer-term refinancing operations to counter persistently low inflation, as formally announced on June 5, 2014. source: European Central Bank, Press Release, 5 June 2014 Historically, credible deflation risk raises rate-cut expectations and encourages balance-sheet policies that compress term premia and lower long-term yields. source: Federal Reserve, Gagnon et al., 2011, The Financial Market Effects of the Federal Reserve’s Large-Scale Asset Purchases Easier global liquidity has coincided with higher beta behavior in crypto, with Bitcoin’s correlation to equities rising notably since 2020, making BTC and ETH sensitive to policy easing. source: International Monetary Fund, 2022, Crypto Prices Move More in Sync With Stocks, Posing New Risks Traders should track front-end rate expectations and the dollar for near-term direction in BTC and ETH via CME FedWatch and the ICE U.S. Dollar Index. source: CME Group, FedWatch Tool methodology; ICE Data Indices, U.S. Dollar Index (Source)

More from Edward Dowd 12-10-2025 21:55
Cisco (CSCO) Sets First Record Closing High Since March 2000 on Dec 10, 2025

According to @StockMKTNewz, Cisco (CSCO) closed at a new record high on Dec 10, 2025, marking its first record closing price since March 2000, signaling a historic level for the stock (source: @StockMKTNewz). The source did not provide the closing price level, volume details, or any implications for cryptocurrency markets (source: @StockMKTNewz). (Source)

More from Evan 12-10-2025 21:50
XRP (XRP) and RLUSD Repeated Mentions by @kwok_phil Spotlight Ripple on X Dec 10 2025 Trading Watch

According to @kwok_phil, he stated he has repeatedly mentioned Ripple, RLUSD, and XRP on X on Dec 10, 2025, highlighting these tickers in his recent posts, source: @kwok_phil on X, Dec 10, 2025. The post provides no price, volume, roadmap, or partnership details, indicating this update is purely a social mentions signal rather than a fundamental disclosure, source: @kwok_phil on X, Dec 10, 2025. For trading workflows, this can be logged as a mentions event and cross-checked against timing of spot volume, perpetual funding, and order book depth changes for XRP and RLUSD without assuming causality, source: @kwok_phil on X, Dec 10, 2025. (Source)

More from Phil Kwok | EasyA 12-10-2025 21:38
CFTC CEO Innovation Council Names 12 Exchange Chiefs to Address Tokenization, Perpetuals, and Prediction Markets Relevant to Crypto Derivatives (BTC, ETH)

According to @EleanorTerrett, CFTC Acting Chair Caroline D. Pham has named 12 exchange CEOs to the new CFTC CEO Innovation Council to address derivatives market structure. Source: Eleanor Terrett on X, Dec 10, 2025. Selected leaders include executives from Cboe, CME Group, Nasdaq, ICE, LSEG, Kraken, Gemini, Crypto.com, Bullish, Bitnomial, Kalshi, and Polymarket. Source: Eleanor Terrett on X, Dec 10, 2025. The council will advise on tokenization, perpetuals, prediction markets, 24/7 trading, and blockchain-based market infrastructure. Source: Eleanor Terrett on X, Dec 10, 2025. (Source)

More from Eleanor Terrett 12-10-2025 21:30
Robinhood (HOOD) November 2025 User Metrics: 26.9M Funded Customers, 325B Dollars in Assets, 7.1B Net Deposits, Margin Balance Hits 16.8B Record

According to @StockMKTNewz, Robinhood (HOOD) reported November 2025 user metrics of 26.9 million funded customers, total platform assets of 325 billion dollars, net deposits of 7.1 billion dollars, and a new high in margin balance of 16.8 billion dollars; source: @StockMKTNewz on X, Dec 10, 2025. The post provides no crypto-specific trading or asset metrics, limiting direct read-through to digital asset flows from this update; source: @StockMKTNewz on X, Dec 10, 2025. (Source)

More from Evan 12-10-2025 21:23
Bitcoin (BTC) Bullish Outlook: Holding Above 91.8K May Propel Run to 100K After FOMC Volatility

According to @CryptoMichNL, Bitcoin remains on a bullish path and the FOMC event typically injects volatility that could test whether price holds above 91.8K, source: @CryptoMichNL on X, Dec 10, 2025. He states that a sustained hold above 91.8K would likely accelerate a move toward 100K as prior highs get taken, source: @CryptoMichNL on X, Dec 10, 2025. He adds that the setup looks constructive, with upside continuation favored if the 91.8K level is preserved, source: @CryptoMichNL on X, Dec 10, 2025. Traders can focus on 91.8K as the key support and 100K as the upside objective cited by the analyst, source: @CryptoMichNL on X, Dec 10, 2025. (Source)

More from Michaël van de Poppe 12-10-2025 21:21
Oracle (ORCL) Misses Revenue Expectations: Immediate Trading Implications for AI Stocks and Crypto Sentiment

According to Edward Dowd, Oracle (ORCL) missed revenue expectations, signaling a potential sentiment setback for the AI equity theme into the next trading session (source: Edward Dowd on X, Dec 10, 2025). Historical evidence shows negative earnings surprises are followed by short-run negative abnormal returns and elevated volatility around announcements, guiding event-driven positioning and options hedging for traders (source: Bernard and Thomas, Journal of Accounting Research, 1989). Crypto markets have shown increasing co-movement with major tech equities since 2020, so any AI-stock weakness can weigh on broader risk appetite, prompting crypto participants to monitor AI-narrative tokens for spillover moves (source: International Monetary Fund, Crypto Prices Move More in Sync With Tech Stocks, 2022). (Source)

More from Edward Dowd 12-10-2025 21:16
Oracle ORCL Falls After Hours on Q2 2025 Earnings: Revenue Miss, Massive Adjusted EPS Beat, Cloud Revenue Hits $8.0B

According to @StockMKTNewz, Oracle (ORCL) moved lower in after-hours trading following its Q2 2025 earnings release, source: @StockMKTNewz. Reported figures shared were Revenue $16.1B versus $16.21B estimate and Cloud Revenue $8.0B, source: @StockMKTNewz via WOLF_Financial on X. Earnings metrics included Adjusted EPS $2.26 versus $1.64 estimate and GAAP EPS $2.10, source: @StockMKTNewz via WOLF_Financial on X. Profitability details cited were Adjusted Net Income $6.6B versus $4.76B estimate, GAAP Net Income $6.1B, and Adjusted Operating Income $6.7B versus $6.81B estimate, source: @StockMKTNewz via WOLF_Financial on X. The post provides no guidance figures and cites no direct crypto market implications, source: @StockMKTNewz. (Source)

More from Evan 12-10-2025 21:08
Compounding Quality Shares Free Acumen High-Resolution PDF for Traders: Access Link and Details

According to @QCompounding, a free high-resolution PDF from Acumen is available for download at compounding-quality.kit.com/e671d5b289, shared on Dec 10, 2025; source: @QCompounding on X, 2025-12-10; compounding-quality.kit.com/e671d5b289. The post does not specify the document’s topic, asset class, or performance metrics, so traders should review the PDF directly to assess relevance before use; source: @QCompounding on X, 2025-12-10. (Source)

More from Compounding Quality 12-10-2025 21:03
Breaking: Trump Calls for CNN to Be Sold — Market Watch for Warner Bros. Discovery (WBD) and Crypto Sentiment (BTC, ETH)

According to @KobeissiLetter, President Trump publicly called for CNN to be sold on December 10, 2025, creating a headline that traders may monitor for potential market responses, source: @KobeissiLetter. CNN is owned by Warner Bros. Discovery (WBD), making WBD the primary equity with direct exposure to any discourse around a potential sale, source: Warner Bros. Discovery 2023 Form 10-K and corporate information. Crypto traders should also watch risk sentiment because Bitcoin (BTC) has shown periods of positive correlation with U.S. equities during macro news cycles, which can transmit headline risk across assets, source: Kaiko research on BTC–equity correlations (2022–2024). Near term, monitor WBD price and options implied volatility alongside BTC and ETH spot and derivatives flows for any reaction to the headline, source: @KobeissiLetter; Kaiko. (Source)

More from The Kobeissi Letter 12-10-2025 20:57
Timnit Gebru Warns AI Bubble Will Pop: Sentiment Risk Watch for AI Stocks and Crypto

According to @timnitGebru, the current AI cycle is a hype-driven bubble tied to AGI and AI existential risk circles that she expects will pop, noting that women were early critics, source: Timnit Gebru on X, Dec 10, 2025. For traders, this public skepticism from a prominent AI ethicist is a sentiment signal that could weigh on AI-exposed equities and AI-themed crypto narratives if hype unwinds, source: Timnit Gebru on X, Dec 10, 2025. The post names no tickers or tokens, so the immediate use is monitoring social sentiment rather than initiating a trade, source: Timnit Gebru on X, Dec 10, 2025. (Source)

More from timnitGebru (@dair-community.social/bsky.social) 12-10-2025 20:52
Fed cuts rates 25bp to 3.5-3.75% and initiates QE light Treasury buys; 9-3 vote signals divisions and uncertain path for traders

According to @garyblack00, the Fed cut short term rates by 25bp to a 3.5-3.75% target range, marking a third consecutive reduction (source: @garyblack00). According to @garyblack00, policymakers projected just one rate cut in 2026, pointing to a slower easing trajectory ahead (source: @garyblack00). According to @garyblack00, the decision passed 9-3, the most dissents since 2019, highlighting divisions over labor market weakness versus stubborn inflation risks (source: @garyblack00). According to @garyblack00, the FOMC statement reverted to phrasing on the extent and timing of additional adjustments, mirroring language used last December before a pause and suggesting greater uncertainty about the next move (source: @garyblack00). According to @garyblack00, officials authorized fresh purchases of short-term Treasuries starting next week to maintain ample reserves, characterized as QE light (source: @garyblack00). According to @garyblack00, Austan Goolsbee and Jeff Schmid preferred to hold rates, while Governor Stephen Miran dissented for a 50bp cut (source: @garyblack00). According to @garyblack00, this is not a hawkish cut given QE light, a liquidity signal that risk-asset traders, including crypto market participants, will weigh in positioning and sentiment (source: @garyblack00). (Source)

More from Gary Black 12-10-2025 20:44
7 Macro Highs And Fresh Fed Rate Cut With QE Signal: Trading Implications For Bitcoin (BTC) And Ethereum (ETH)

According to Charlie Bilello, US stocks, home prices, gold, money supply, and national debt are at all-time highs, CPI inflation has averaged about 4% per year since January 2020, and the Federal Reserve cut rates today and will start quantitative easing on Friday (source: Charlie Bilello on X, Dec 10, 2025). For crypto traders, shifts toward rate cuts and QE indicate looser financial conditions that have been associated with higher beta risk performance, and crypto’s correlation with equities has strengthened in recent years under such conditions (source: IMF, Crypto Prices Move More in Sync With Stock Prices, 2022). Quantitative easing expands the central bank balance sheet and adds liquidity to the financial system, a macro backdrop traders often monitor for potential flows into Bitcoin (BTC) and Ethereum (ETH) alongside other risk assets (source: Federal Reserve Board, explanation of quantitative easing; source: IMF, 2022; source: Charlie Bilello on X, Dec 10, 2025). (Source)

More from Charlie Bilello 12-10-2025 20:40
Breaking: Trump Says U.S. Stock Market Should Continue to Go Up — Risk Sentiment Watch for S&P 500 and Crypto (BTC, ETH)

According to @WatcherGuru, President Trump stated in a video post that the U.S. stock market should continue to go up on Dec 10, 2025. Source: Watcher.Guru on X, Dec 10, 2025. No additional policy details or timelines were provided in the shared clip, indicating this was a sentiment-focused comment rather than a specific policy announcement. Source: Watcher.Guru on X, Dec 10, 2025. For trading, monitor S&P 500 futures and crypto majors BTC and ETH for short-term risk-on or fade reactions to the headline as sentiment-driven moves can impact intraday volatility. Source: Watcher.Guru on X, Dec 10, 2025. (Source)

More from Watcher.Guru 12-10-2025 20:35
ETH Bottom Call: BitMine Immersion Technologies Chair Tom Lee Says Ethereum Has Bottomed and Firm Is Aggressively Buying

According to the source, BitMine Immersion Technologies Chairman Tom Lee stated that Ethereum (ETH) has bottomed and that his firm is aggressively buying ETH. According to the source, the post dated December 10, 2025 did not include position size, entry levels, or time horizon. According to the source, no price targets or further disclosures were provided beyond the bottom call and the active accumulation stance. (Source)

More from Decrypt 12-10-2025 20:35
FOMC and Jerome Powell Press Conference Today: @StockMKTNewz Highlights Real-Time Trader Sentiment and Event Risk

According to @StockMKTNewz, a Dec 10, 2025 post invited traders to express their take on today's FOMC decision and Jerome Powell's press conference using only a GIF, signaling heightened real-time market focus on the event, source: @StockMKTNewz on X, Dec 10, 2025. The post provides no policy details or price reactions, so any trading decisions should be grounded in the official Federal Reserve statement and press conference transcript, source: @StockMKTNewz on X, Dec 10, 2025. Treat this as an event-risk reminder and monitor DXY, US 2Y yield, S&P 500 futures, BTC and ETH for potential volatility clusters around the announcement and Q&A, source: @StockMKTNewz on X, Dec 10, 2025. (Source)

More from Evan 12-10-2025 20:24
GameStop Stock Falls as Bitcoin (BTC) Holdings Decline; Company Says It Could Sell BTC — What It Means for Crypto Traders

According to the source, GameStop shares fell after the value of its Bitcoin BTC holdings declined, source: the provided source. The company stated it could sell BTC, creating an overhang risk tied to potential treasury de-risking if executed, source: the provided source. Traders should monitor for any official announcements or filings confirming BTC sales and be alert to headline-driven volatility in both GME and BTC, source: the provided source. (Source)

More from Decrypt 12-10-2025 20:20
NIGHT (Midnight) Tops CoinMarketCap Trending: Real-Time Alert for Momentum-Focused Crypto Traders

According to @ItsDave_ADA, NIGHT (Midnight) is currently the top trending asset on CoinMarketCap, as reported in his X post on Dec 10, 2025. Source: @ItsDave_ADA on X, Dec 10, 2025. (Source)

More from Dave 12-10-2025 20:18