According to @KobeissiLetter, President Trump said his new Federal Reserve Chair pick will be announced early next year, a timing catalyst that traders may price across rates, the dollar, and crypto beta such as BTC and ETH, per @KobeissiLetter on Dec 2, 2025. According to @KobeissiLetter, U.S. Treasury Secretary Bessent added that substantial tax refunds are coming in Q1 2026, a liquidity-linked timeline that crypto markets closely track, per @KobeissiLetter on Dec 2, 2025. According to @KobeissiLetter, the post further asserts that rate cuts and stimulus checks are coming and advocates owning assets, indicating a pro-risk stance from the source, per @KobeissiLetter on Dec 2, 2025.

According to The Kobeissi Letter, President Trump stated that Fed Chair 'Powell’s termination cannot come fast enough,' leading to immediate market volatility. This statement may impact interest rate expectations and trading strategies, as investors reassess Federal Reserve policies.