According to The Kobeissi Letter, the Fed’s Trade Weighted Real Broad Dollar Index is sitting near a 40-year high, underscoring historically strong USD conditions. According to the Federal Reserve Board H.10 data, this real broad index tracks the inflation-adjusted value of the USD against a trade-weighted basket of 26 currencies and current readings remain at multi-decade extremes. According to research from the Bank for International Settlements and the Federal Reserve, sustained USD appreciation tightens global financial conditions and can pressure dollar-denominated risk assets by reducing global liquidity. According to Kaiko market data, BTC and ETH have generally exhibited a negative correlation with the US dollar index in recent cycles, implying potential headwinds for crypto performance if USD strength persists.

According to @CNBC, U.S. stock futures were little changed after the major indexes closed higher as traders increased bets on Federal Reserve rate cuts; the coverage is presented as live premarket updates. Source: CNBC. Because crypto and U.S. equities have shown elevated correlation during macro shocks, Fed-driven equity sentiment can influence intraday volatility in BTC and ETH when rate expectations shift. Source: International Monetary Fund (IMF, 2022).

According to @WatcherGuru, former U.S. President Donald Trump publicly called Federal Reserve Chair Jerome Powell "incompetent" and "a real dope" in a post shared on X on Dec 2, 2025. Source: @WatcherGuru on X, Dec 2, 2025. The post includes a video clip of the remarks and provides no additional policy details or market data, making this a headline-level development tied to U.S. monetary policy leadership that traders may track for sentiment around USD, Treasury yields, equities, and crypto such as BTC. Source: @WatcherGuru on X, Dec 2, 2025.

According to @cz_binance, the question refers to whether quantitative easing (QE) may be back on the table, as he replied to an X post by The Kobeissi Letter, highlighting a potential shift in central-bank liquidity that traders watch closely for crypto impact (source: CZ on X; The Kobeissi Letter on X). QE is defined by the Federal Reserve as large-scale asset purchases that expand the central bank’s balance sheet, increase bank reserves, and put downward pressure on longer-term interest rates to ease financial conditions (source: Board of Governors of the Federal Reserve System). Crypto traders monitor USD liquidity proxies such as the Fed’s Total Assets in the H.4.1 release and the U.S. Treasury General Account (TGA), which mechanically add or drain bank reserves and can influence risk appetite for digital assets like BTC, ETH, and BNB (source: Federal Reserve H.4.1 statistical release; U.S. Department of the Treasury Daily Statement). Historically, balance-sheet expansion and lower term premia have been associated with easier financial conditions and stronger risk-taking across assets, which traders often interpret as supportive for crypto, though outcomes are not guaranteed and correlations can shift (source: Federal Reserve research on asset purchases and term premia; Bank for International Settlements research on global liquidity and risk assets). Trading checklist: track the weekly Fed balance sheet (H.4.1), the TGA path and bill/coupon mix in Treasury updates, and upcoming FOMC communications to verify any actual move toward QE or liquidity facilities before positioning in BTC, ETH, and higher-beta altcoins (source: Federal Reserve; U.S. Department of the Treasury). Until an official policy signal is evident, treat QE talk as a liquidity watch theme, not a confirmed catalyst, and manage leverage and funding-rate exposure accordingly in crypto derivatives (source: Federal Reserve policy communications archive; CME derivatives market references).

According to @litecoin, the project's official X account posted the one-line meme 'The Fed Chair and his money printer walk into a bar...' on Dec 2, 2025, without any added context, data, or links as shown in the original post on X. According to @litecoin’s post on X on Dec 2, 2025, the update includes no Litecoin (LTC) price guidance, no Federal Reserve policy details, and no project or market announcements, indicating the post is a meme rather than a trading update based solely on the content of the post on X.

According to @KobeissiLetter, Redfin data show the U.S. median home sale price rose 2.4% year over year in the four weeks ending November 9 to $393,700, the highest since August (source: Redfin). @KobeissiLetter adds the latest gain is the largest in six months and that prices are up by roughly $18,700 over the past three years (source: Redfin via @KobeissiLetter). Home purchase prices are not directly used in CPI; shelter inflation is instead based on rents and owners’ equivalent rent, which together carry about one-third of headline CPI (source: U.S. Bureau of Labor Statistics). Sticky shelter inflation can delay policy easing as the FOMC intends to keep policy restrictive until inflation moves sustainably toward 2%, a macro setup crypto traders in BTC and ETH monitor via rates and USD trends (source: Federal Reserve Board; source: Kaiko Research).

According to @WatcherGuru, Federal Reserve official Michelle Bowman said U.S. bank regulators are working on crypto stablecoin rules (source: @WatcherGuru tweet, Dec 1, 2025). For traders, this flags active U.S. policy work directly tied to stablecoin market structure and banking oversight; monitor headline risk and liquidity conditions in USDC and USDT pairs as guidance emerges (source: @WatcherGuru tweet, Dec 1, 2025).

According to The Kobeissi Letter, the average price of a new U.S. single-family home has remained below the price of an existing home for 12 consecutive months, marking the first such stretch in 54 years. Source: The Kobeissi Letter (Nov 27, 2025). For traders, a persistent housing price gap can ease shelter inflation with a lag, and shelter is the largest component in the CPI that the U.S. Bureau of Labor Statistics tracks, shaping rate expectations monitored by the Federal Reserve. Source: U.S. Bureau of Labor Statistics; Federal Reserve FOMC statements. Policy repricing typically transmits through Treasury yields and the U.S. Dollar Index, and crypto assets such as BTC and ETH often see elevated volatility around CPI releases and FOMC decisions. Source: Federal Reserve; ICE Data (U.S. Dollar Index); CME Group.

According to @charliebilello, US home prices rose 1.3 percent year over year, the slowest appreciation in more than two years, source: @charliebilello on X Twitter, Nov 25, 2025. For traders, housing trends feed into shelter inflation gauges that the Federal Reserve tracks, shaping interest rate expectations and broader risk sentiment including crypto assets such as BTC and ETH, source: U.S. Bureau of Labor Statistics on CPI shelter weight and Federal Reserve FOMC statements.

According to @cas_abbe, the probability of a U.S. December rate cut has jumped from about 35% a week ago to 84.7% today, referencing odds commonly derived from Fed funds futures pricing. Source: Cas Abbé on X, Nov 25, 2025; CME Group FedWatch Tool. @cas_abbe also states that Core PPI came in lower than expected, which he says should further boost rate-cut odds. Source: Cas Abbé on X, Nov 25, 2025. For traders, the macro backdrop matters for crypto because crypto prices have increasingly moved in sync with equities since 2020, making BTC and ETH sensitive to policy-easing signals. Source: International Monetary Fund blog, 2022, Crypto Prices Move in Sync With Stocks.

According to @cas_abbe, December FOMC rate cut odds nearly doubled today after a New York Fed governor stated that current policy remains restrictive (source: @cas_abbe). According to @cas_abbe, despite the surge in odds, he expects no December rate cut because there will be no October jobs data available to guide the decision (source: @cas_abbe).

According to @StockMKTNewz, Morgan Stanley no longer expects Jerome Powell and the US Federal Reserve to cut interest rates in December. According to @StockMKTNewz, the post did not include additional details on the rationale or alternative timing for policy easing.

According to @godbole17, crypto’s intense fixation on USD liquidity and the Federal Reserve underscores the need to base trade setups on macro liquidity signals rather than narratives, source: @godbole17 on X, Nov 20, 2025. Traders can operationalize this by tracking net liquidity proxies including the Federal Reserve balance sheet (H.4.1), the Treasury General Account (TGA), and the Overnight Reverse Repo Facility (ON RRP), which together reflect dollar availability to markets, source: Board of Governors of the Federal Reserve System H.4.1; U.S. Department of the Treasury Daily Treasury Statement; Federal Reserve Bank of New York Open Market Operations data. Policy expectations that drive risk appetite can be monitored via fed funds futures and CME FedWatch to gauge the market-implied path of rates, supporting timing for crypto entries and hedges, source: CME Group Fed Funds Futures; CME FedWatch Tool. Augment macro reads with crypto-native liquidity gauges such as stablecoin net issuance, perpetual futures funding rates, and open interest to assess directional pressure and potential liquidation risk, source: Coin Metrics network data; Glassnode Insights; Deribit and Binance derivatives market data. For trade management, align position sizing and leverage with changes in these liquidity indicators around FOMC communications and weekly balance-sheet updates to reduce volatility shocks, source: Federal Reserve Board FOMC calendar; Board of Governors of the Federal Reserve System H.4.1 release schedule.

According to André Dragosch, he expects many investors will regret selling BTC over the next 6-12 months because he anticipates a major liquidity expansion, stating that the printer is coming big time source: André Dragosch on X, Nov 17, 2025. Historical evidence shows that expansions in global liquidity have coincided with stronger performance in risk assets including Bitcoin, indicating a potential bullish catalyst if liquidity easing materializes source: Bank for International Settlements, Quarterly Review June 2023. Traders can position around this thesis by monitoring forward rate expectations, central bank balance sheets, and Treasury cash and bill issuance that directly affect bank reserves and system liquidity source: CME Group FedWatch Tool; Board of Governors of the Federal Reserve System H.4.1; U.S. Department of the Treasury Quarterly Refunding documents. For confirmation, market participants often track real yields and broad dollar indexes as proxies for financial conditions that can drive crypto flows source: Federal Reserve Economic Data FRED for 10-year TIPS yields and broad trade-weighted dollar index.

According to the source, the claim that BTC fell below $95,000 amid panic selling tied to shifting Federal Reserve rate expectations cannot be verified here because the only provided author is a crypto media outlet we cannot cite as a source. To produce a trading-grade summary, please share exchange-level evidence such as spot prints and order book snapshots for BTCUSD/BTCUSDT from Binance or Coinbase Advanced (source: Binance; Coinbase Advanced). For the macro driver, provide current FOMC path probabilities to confirm any rate repricing (source: CME Group FedWatch Tool) and corresponding U.S. Treasury yield levels for context (source: U.S. Department of the Treasury). Risk-off confirmation can be cross-checked via DXY and VIX to gauge dollar strength and equity volatility impacts on crypto (source: ICE Data Indices; Cboe).

According to CoinMarketCap, Bitcoin fell below $102,000 on Wednesday after briefly topping $105,000, an intraday pullback of roughly 2.9% based on the reported levels; source: CoinMarketCap on X, Nov 13, 2025. According to CoinMarketCap, US spot Bitcoin ETFs have recorded over $1.8 billion in net outflows since the Federal Reserve's October meeting; source: CoinMarketCap on X, Nov 13, 2025. According to CoinMarketCap, the update highlights that this period of ETF outflows coincided with growing uncertainty over a December rate cut, framing a cautious macro backdrop for BTC; source: CoinMarketCap on X, Nov 13, 2025.

According to @WhiteHouse, the administration stated that President Trump is making America more affordable, signaling a focus on cost-of-living issues for households and businesses (source: @WhiteHouse). The post includes no specific policy actions, timelines, or economic statistics, offering no immediate, tradeable datapoints by itself (source: @WhiteHouse). Traders assessing affordability should anchor on official inflation releases such as CPI and PPI from the U.S. Bureau of Labor Statistics and the PCE price index from the U.S. Bureau of Economic Analysis to gauge macro impact and risk sentiment (sources: U.S. Bureau of Labor Statistics; U.S. Bureau of Economic Analysis). Rate decisions and guidance that influence risk appetite across crypto and equities, including BTC and ETH, are set by the Federal Reserve’s FOMC and communicated via policy statements and projections (source: Federal Reserve).

According to @StockMKTNewz, Atlanta Fed President Bostic announced he plans to retire at the end of his current term on February 28, 2026; the update includes no additional policy or succession details. source: @StockMKTNewz

According to @cryptorover, Powell will start quantitative easing and traders should not sell too early, stated in a Nov 10, 2025 post on X (source: @cryptorover on X). The claim includes no timing, policy details, or corroborating official statements, so treat it as influencer opinion and wait for confirmation via official Federal Reserve releases if any are issued (source: @cryptorover post content; source: Federal Reserve public communications). QE decisions are communicated in FOMC statements and reflected as increased securities holdings in the Fed's weekly H.4.1 balance-sheet report, which traders can use to verify any policy change before repositioning (source: Federal Reserve FOMC statements; source: Federal Reserve H.4.1 statistical release).

According to @business, Federal Reserve President John Williams said financial strain among lower and middle-income Americans could threaten the US economy’s resilience even as wealthier households benefit from a stock market boom (source: Financial Times as cited by Bloomberg/@business). Bloomberg also relayed that the Financial Times characterized Williams’s outlook as a balancing act for the next rate meeting (source: Bloomberg link text citing Financial Times via @business).