According to @KobeissiLetter, the account states that the U.S. Treasury Secretary posted an update implying White House economic advisor Kevin Hassett is about to become Federal Reserve Chairman, flagging potential market shifts into 2026 (source: The Kobeissi Letter on X, Dec 6, 2025). There is no official confirmation in the cited post, so traders should await formal communications from the White House or the Federal Reserve before repositioning on this headline (source: The Kobeissi Letter on X, Dec 6, 2025; source: WhiteHouse.gov and FederalReserve.gov as the official nomination and announcement channels). For crypto, perceived changes in Fed leadership and rate expectations affect USD liquidity, real yields, and risk appetite, which have been increasingly correlated with BTC and ETH performance since 2020 (source: IMF research blog “Crypto Prices Move More in Sync With Stocks,” Jan 2022). Near term, monitor CME FedWatch probabilities, U.S. 2y/10y Treasury yields, DXY, and BTC/ETH price action for any repricing if an official nomination is released (source: CME Group FedWatch methodology; source: U.S. Department of the Treasury benchmark yields).

According to @KobeissiLetter, President Trump effectively announced Kevin Hassett as the next Federal Reserve Chair in a December 2, 2025 post on X, highlighting a potential leadership change in 2026, source: The Kobeissi Letter (X, Dec 2, 2025). Jerome Powell’s current term as Fed Chair ends in May 2026, aligning the timeline for a nomination and confirmation process next year, source: Board of Governors of the Federal Reserve System (official term information). Kevin Hassett previously served as Chair of the Council of Economic Advisers from 2017 to 2019, a credential traders will parse for policy leanings, source: White House archives (Council of Economic Advisers records). Rate markets typically reprice front-end expectations on Fed leadership headlines, making 2026 SOFR futures, the 2-year Treasury yield, and the DXY key instruments to watch, source: CME Group (SOFR futures and BTC options data) and U.S. Department of the Treasury (yield data). Crypto traders should monitor real yields and the dollar because BTC and ETH have historically moved inversely to rising real rates and a stronger USD, making any perceived policy shift a volatility catalyst into 2026, source: Federal Reserve Bank of St. Louis (FRED real yield series) and CME Group (BTC/ETH futures and options activity).