According to @godbole17, President Trump stated that strong economic data is no longer bullish because markets immediately price in Federal Reserve tightening, meaning good news now caps upside instead of extending rallies; Source: https://x.com/StockSavvyShay/status/2003527960847110192; Source: https://twitter.com/godbole17/status/2003710197156745260. He added that markets fear the policy response more than they reward growth, treating rate hikes as the default reaction to strength, which suppresses momentum and shortens market cycles; Source: https://x.com/StockSavvyShay/status/2003527960847110192. For traders, this outlines a good-news-is-bad-news regime where positive prints trigger a tightening repricing in rates rather than trend extension, signaling capped upside in rate-sensitive risk exposures; Source: https://x.com/StockSavvyShay/status/2003527960847110192. Because crypto has increasingly moved in tandem with broader risk sentiment, policy-driven regimes like this can transmit to BTC and the wider crypto market via macro channels; Source: https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-equities-posing-new-risks.

According to The Kobeissi Letter, Snap stock ($SNAP) dropped over 11% immediately following its earnings report, as management stated they could not provide forward guidance due to ongoing uncertainty. This significant decline highlights heightened risk and volatility for traders, especially with the absence of clear future outlooks—an essential factor for short-term trading strategies and risk assessment (source: The Kobeissi Letter on Twitter, April 29, 2025).