According to @PelosiTracker_, Rep. Dan Newhouse disclosed 52 new stock trades on April 10th, with a notable shift as 48 were sells and only 4 buys, focused on bonds from Bank of America ($BAC), JP Morgan ($JPM), and Walmart. This large-scale move out of equities and into stable, interest-bearing assets by a U.S. lawmaker may signal increased risk aversion among policymakers (source: @PelosiTracker_, May 19, 2025). For crypto traders, such defensive positioning in traditional markets could indicate growing uncertainty or expectations of volatility, potentially driving more capital inflows into alternative assets like Bitcoin and Ethereum as investors seek non-correlated returns and hedge against traditional market stress.

According to @KobeissiLetter, the current persistent selloff in stocks is occurring without significant bounces and is characterized by minimal market-moving headlines. This trend suggests widespread profit taking and de-risking amid market uncertainty.

According to The Kobeissi Letter, the persistent selloff in stocks is characterized by a lack of major bounces, indicating widespread profit-taking and de-risking amid uncertainty. Traders should note the minimal presence of market-moving headlines, suggesting that the selloff is driven more by internal market dynamics rather than external news. This trend highlights the importance of monitoring market sentiment and risk management strategies. Source: The Kobeissi Letter.