According to @StockMKTNewz, Goldman Sachs has revised its forecast, now expecting Jerome Powell and the US Federal Reserve to implement the next interest rate cut in December 2025 instead of July. This delay in monetary policy easing could impact crypto market sentiment, as prolonged higher rates historically reduce liquidity and risk appetite for assets like Bitcoin and Ethereum (source: StockMKTNewz Twitter, May 12, 2025). Traders should monitor macroeconomic indicators closely, as this shift may lead to increased volatility and potential downside pressure in the cryptocurrency market.

According to Crypto Rover, Goldman Sachs, which manages over $3 trillion in assets, has officially announced an increased involvement in Bitcoin and the broader cryptocurrency market (source: Crypto Rover, Twitter, May 2, 2025). This move signals growing institutional adoption and may lead to heightened market liquidity and potential volatility. Traders should monitor upcoming announcements regarding Goldman Sachs' crypto product offerings and any regulatory filings, as these factors could directly impact Bitcoin price action and related altcoin movements.

According to The Kobeissi Letter, citing Goldman Sachs, foreign investors have sold $22 billion worth of US stocks so far in April 2025, following a $41 billion sell-off in March, the largest in at least a year. High-frequency fund flow data points to European investors as the primary sellers. This significant outflow could impact US equity market liquidity and volatility in the near term, potentially influencing trading strategies focused on large-cap and index-linked securities. Source: The Kobeissi Letter on Twitter, April 28, 2025.

According to The Kobeissi Letter on Twitter, the Gold ETF ($GLD) experienced a significant $1.3 billion outflow on Wednesday, marking the third-largest withdrawal in its history. This sharp outflow followed a record ~$1.9 billion daily inflow last week, reflecting heightened trading volatility and rapid sentiment shifts among institutional investors. As reported by Goldman Sachs, $GLD became the third most-traded ETF on Wednesday. This surge in trading volume and capital movement signals increased short-term trading opportunities and volatility for gold-focused traders. Source: The Kobeissi Letter, Twitter; Goldman Sachs.

According to Miles Deutscher, Goldman Sachs has updated its gold price forecast, projecting a target of $3,700 by the end of 2025, with a bullish scenario reaching as high as $4,500. This significant adjustment signals strong market confidence in gold as a stable investment, potentially impacting trading decisions and portfolio allocations. Traders may consider this bullish outlook as an opportunity to increase their exposure to gold, given its perceived safety and potential for high returns.

According to Edward Dowd, Goldman Sachs has released a chart projecting US population growth by 2025 based on Trump-era immigration policies. Persistent excess mortality rates of 5-10% are expected to create a deflationary headwind, potentially influencing cryptocurrency markets as investors seek safe havens. These demographic changes could lead to shifts in trading volumes and price volatility as market participants adjust to the new economic landscape.

According to The Kobeissi Letter, hedge funds executed their most aggressive sell-off of global stocks since 2013 in March, as reported by Goldman Sachs. This significant reduction in equity exposure surpasses even the sell-off during the 2020 pandemic, signaling a strategic capital withdrawal as funds reposition amidst market turbulence.

According to Crypto Rover, a top tech trader at Goldman Sachs reported that the S&P 500 experienced a historic loss of $2.7 trillion, marking the second largest drop in history. Despite this significant market downturn, Bitcoin is maintaining stability, which is seen as a bullish sign by market analysts. This resilience of Bitcoin amidst traditional market volatility could signal potential interest shifts from equities to cryptocurrencies.

According to The Kobeissi Letter, Goldman's basket of stocks that thrive in a 'Stagflation Scenario' are significantly increasing in value. This development presents a complex situation for the Federal Reserve, as higher interest rates could lead to a recession, while lower rates might exacerbate rising inflation. This scenario poses a challenging environment for traders and policymakers alike.

According to The Kobeissi Letter, hedge funds have executed the second-largest sell-off of global technology stocks in five years, as per Goldman Sachs data. This significant activity primarily involved US tech stocks, which constituted 75% of the net selling. This sell-off was only surpassed by the early August 2024 sell-off, indicating a notable shift in hedge fund investment strategies.

According to The Kobeissi Letter, hedge funds have executed the second-largest sell-off of global technology stocks in five years, based on Goldman Sachs data. This sell-off is only surpassed by the early August 2024 event. Notably, US technology stocks were heavily impacted, comprising 75% of the net selling.

According to Eric Balchunas, a chart from Goldman Sachs shared by Michael Batnick reveals that passive mutual funds and ETFs collectively account for approximately 15% of equity market ownership. However, Balchunas notes that more recent data suggests this figure might be closer to 18%. This insight is crucial for traders assessing market dynamics and ownership influence.

According to The Kobeissi Letter, the S&P 500 has seen its largest drop since the 2022 bear market, with the decline contained at -10%, marking a normal and healthy correction. However, equity sentiment, as reported by Goldman Sachs, has entered negative territory, reflecting a sentiment typically seen with a 20%+ drop.

According to Crypto Rover, former President Trump is scheduled to meet with top business executives on Tuesday, with discussions expected to focus on market conditions. This meeting, as highlighted by Goldman Sachs, could lead to increased volatility in the Bitcoin market, suggesting traders should prepare for potential market movements.

According to The Kobeissi Letter, traders should prepare for significant market swings in both directions as Goldman's risk appetite indicator is currently crashing. This downturn suggests a shift in risk appetite that could impact key technical levels, making it crucial for traders to reassess their strategies and market positions.

According to The Kobeissi Letter, the Goldman Sachs volatility panic index, which measures market stress, has surged from its December low of approximately 1.4 to 9.1 as of Friday. Historically, a reading above 9 is uncommon, indicating heightened investor anxiety in the current market environment.

According to Cas Abbé, Goldman Sachs' investment of nearly $500 million in Ethereum ETFs managed by BlackRock and Fidelity is noteworthy for traders. If staking is approved for these ETFs, it could enhance their attractiveness by generating additional yield. This development could potentially increase demand among investors, making these ETFs more enticing as a trading asset. Such a shift in demand dynamics could influence Ethereum's market behavior and trading volumes significantly. Source: Cas Abbé.

According to Michaël van de Poppe (@CryptoMichNL), Goldman Sachs is currently holding Bitcoin, and Saudi Arabia is making significant investments in Bitcoin, indicating a robust institutional interest in the cryptocurrency. The statement also mentions that Donald Trump is purchasing millions in Ethereum, suggesting a diverse interest in major cryptocurrencies. These moves by large entities could signal a bullish trend in the market, contradicting claims that the current cycle is over.

According to The Kobeissi Letter, major financial institutions have released their January CPI inflation expectations, which are crucial for traders. Kalshi predicts a 2.9% inflation rate, which aligns with Barclays, BNP Paribas, Morgan Stanley, and Wells Fargo's expectations. Bank of America and Moody's project a slightly lower rate of 2.8%, while Citigroup, Goldman Sachs, and UBS anticipate a higher rate of 3.0%. These projections are essential for traders to gauge market sentiment and potential monetary policy adjustments.

According to @bolsaverse, major US institutions like Goldman Sachs and Blackrock show significant interest in Ethereum's future. World Liberty Finance is also inclined towards ETH, suggesting potential US acquisition of ETH for national reserves and acceptance of staking ETFs. However, this remains a speculative claim without official confirmation.