According to @KobeissiLetter, President Trump is reportedly considering naming Treasury Secretary Bessent as his top economic adviser if Kevin Hassett becomes the next Fed Chair, with Bessent retaining the Treasury role, source: @KobeissiLetter. The post states this would be in addition to Bessent’s current position and frames it as a new era of financial policy, implying more centralized economic policy leadership, source: @KobeissiLetter. No official confirmation from the administration, Treasury, or the Federal Reserve was provided in the post, highlighting headline risk for markets, source: @KobeissiLetter. For traders, Fed Chair–linked leadership headlines can rapidly reprice U.S. Treasury yields, the U.S. dollar index, and crypto beta such as BTC and ETH; monitor DXY, 2Y and 10Y UST yields, and front-end rate futures for volatility following this report, source: @KobeissiLetter.

According to @BullTheoryio, Japan’s 20-year JGB yield reached 2.891% and the 10-year approached 1.84%, marking a breakout from decades of yield suppression and triggering a domestic capital reallocation, source: @BullTheoryio. Rising local yields and high FX hedging costs make foreign bonds less attractive for Japanese investors, driving repatriation flows and initiating a carry trade unwind, source: @BullTheoryio. As positions are unwound, investors sell foreign bonds, buy yen, and face higher carry costs, creating a feedback loop that lifts global yields and tightens liquidity across risk assets, source: @BullTheoryio. The exit of Japanese buyers from U.S. Treasuries contributes to higher Treasury yields and tighter global financial conditions, pressuring crypto and other risk markets, source: @BullTheoryio. Crypto reacts first due to 24/7 trading, with BTC and altcoins becoming more sensitive to JGB moves and experiencing elevated volatility during unwind phases, source: @BullTheoryio.

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 @cryptorover, President Trump said the U.S. will issue a $2,000 dividend to middle- and lower-income people funded by tariff revenues. Source: @cryptorover on X. According to @cryptorover, the post provides no details on eligibility, timing, legislative process, or official documentation, indicating this is a headline statement rather than an enacted policy. Source: @cryptorover on X. According to @cryptorover, traders should treat this as headline risk and monitor BTC and ETH for volatility alongside DXY and U.S. Treasury yields until official confirmations or policy texts emerge. Source: @cryptorover on X.

According to @cryptorover, Senate Majority Leader Thune said a deal to end the US government shutdown is nearly ready, signaling potential reduction in fiscal tail risk for markets (source: Crypto Rover on X, Nov 9, 2025). Crypto traders often see macro policy headlines drive intraday volatility in BTC and ETH, according to Kaiko’s research on crypto reactions to major US data and policy events in 2023 (source: Kaiko Research, 2023). Desks commonly track the US dollar index and Treasury yields as cross-asset signals for crypto direction during such headlines, according to Coinbase Institutional market commentary in 2023 (source: Coinbase Institutional, 2023).

According to @DowdEdward, the U.S. Dollar Index (DXY) may have set a major cycle low while long-duration Treasuries (TLT) could rally as yields fall, reflecting a global growth scare being priced in, with major equity indices including the SPX likely to catch up to this shift, source: @DowdEdward on X (Oct 14, 2025). A stronger dollar has historically pressured crypto risk assets, with BTC and ETH often showing negative correlation to DXY during risk-off periods, source: Kaiko Research. If Treasury prices rise and yields decline, that inverse relationship aligns with bond market mechanics, source: U.S. Department of the Treasury. Dollar appreciation tends to tighten global financial conditions and weigh on cross-border risk-taking, a setup that can curb crypto liquidity, source: IMF Global Financial Stability Report. Macro-crypto desks commonly track DXY and U.S. yields as key drivers of digital asset flows and risk appetite, making these indicators critical for BTC and ETH positioning, source: Fidelity Digital Assets.