According to Stock Talk (@stocktalkweekly), after consolidating all stock holdings into a single account at the end of 2023, the portfolio achieved a cumulative return of +403% since January 1, 2024, compared to the S&P 500's 23% return. There were no deposits or withdrawals during this period, and the account performance was charted to highlight considerable volatility. For crypto traders, this remarkable equity outperformance may signal increased risk appetite and potential capital flows into high-beta assets, including major cryptocurrencies, as investors seek outsized returns in dynamic markets. Source: Stock Talk Twitter, May 27, 2025.

According to The Kobeissi Letter, US households have depleted $3 trillion in savings since August 2021, wiping out the $2.1 trillion in excess savings accumulated from March 2020 to August 2021. This depletion, confirmed as of Q2 2024, signals reduced consumer liquidity and waning disposable income, which typically dampens risk-on asset trading. For crypto traders, this trend may result in lower retail participation and increased volatility in cryptocurrencies as traditional investment flows contract. Source: The Kobeissi Letter (May 10, 2025).