According to The Kobeissi Letter, the US stock market's share of global market capitalization has decreased by approximately 3.5 percentage points over the last two months, reaching 47.5%, the lowest since Q2 2024. This represents the most significant drop since the 2022 bear market, highlighting a shift in global financial dynamics. Traders should monitor these changes as they may impact investment strategies and portfolio diversification.

According to Ai 姨 (@ai_9684xtpa), BTC has dropped below $83,000, leading to a major short position's floating profit reaching $5 million. With less than half an hour until the US stock market opens, significant volatility is expected. The tweet highlights the anticipation of a showdown between '50x Contract Big Shot' and 'Whale Hunting Squad'.

According to IntoTheBlock, Bitcoin and Ether are exhibiting a high correlation with the US stock market. This trend is attributed to macroeconomic concerns, particularly those related to tariffs, which are currently exerting downward pressure on the markets.

According to Crypto Rover (@rovercrc), $1.15 trillion was wiped out from the US stock market today, raising concerns about the potential impact on Bitcoin and the broader cryptocurrency market. This significant market movement could lead to increased volatility and a shift in investor sentiment towards alternative assets like Bitcoin.

According to Crypto Rover, despite a significant hack on Bybit valued at $1.5B and a downturn in the US stock market, the market capitalization of Altcoins remains resilient. The Altcoins' ability to hold steady amidst these events is an indicator of potential bullish trends in the Altcoin market. This resilience could suggest underlying strength, making it a point of interest for traders. [Source: Crypto Rover]

According to Cas Abbé, despite Bybit being hacked for $1.5 billion, the US stock market erasing $930 billion, and rumors of a new virus in China, the Altcoin market capitalization maintained its support level. This stability suggests a potential Altseason is approaching, reflecting strong investor confidence in altcoins even amidst significant global market challenges.

According to @AltcoinGordon, yesterday saw a massive $927 billion wiped out from the US stock market, indicating a significant downturn that could influence cryptocurrency trading strategies. Investors may look to diversify into digital assets as a hedge against stock market volatility.

According to Miles Deutscher, the US stock market valuations have reached a multi-decade peak when compared to the M2 money supply. This elevated valuation level does not automatically indicate an imminent crash, but it does increase market sensitivity to negative shocks that may occur. Traders should be cautious and monitor for potential market corrections.

According to The Kobeissi Letter, investors are driving equity prices higher even as the debt crisis persists. The report highlights that the top 10% of stocks now account for a record 75% of the US stock market. The continued rise of Big Tech supports the market's historical resilience, suggesting a strong bullish sentiment among traders despite macroeconomic challenges.

According to The Kobeissi Letter, equity prices continue to surge despite the ongoing debt crisis, with the top 10% of stocks now accounting for a record 75% of the US market. The report highlights that as long as Big Tech stocks keep rising, the market will maintain its historical resilience, offering traders potential opportunities in the tech sector.

According to Ai 姨, the market downturn was initiated by DeepSeek's impact on the US stock market, which subsequently affected the cryptocurrency market, causing a decline in the overall market, including JUP. The decline interrupted JUP's bullish momentum. Additionally, large investors transferring funds to FalconX may be seeking to secure profits amidst the market downturn.

According to @EmberCN, with the opening of the US stock market, ETH prices dropped again. A trader took advantage of this dip, purchasing 5,379 ETH at $2,345 each, totaling $12.61 million. This marks the trader's fifth cycle of buying low and selling high, increasing their ETH holdings by 2,215 ETH, from 3,586 to 5,801 ETH.