According to @CNBC, U.S. Treasury yields edged lower as investors awaited delayed inflation data, signaling a softer rates backdrop into the release. Source: CNBC. For traders, easing yields are a supportive macro input for risk assets and warrant close monitoring of BTC and ETH price action around the data window as crypto often reacts to shifts in U.S. rates and the dollar during key inflation prints. Source: CNBC.

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 @KobeissiLetter, the Fed must cut rates even with inflation at 3% to support strained consumers, and he expects additional cuts as large-cap tech rallies (source: @KobeissiLetter). For crypto trading, easier policy and lower real yields have historically coincided with stronger BTC and ETH performance due to tighter equity–crypto correlations since 2020 (source: International Monetary Fund, 2022 Global Financial Stability Note on crypto–equity correlation). Traders can track cut odds via fed funds futures, policy guidance via FOMC statements, and macro drivers via the U.S. 2-year Treasury yield and the U.S. Dollar Index to gauge risk-on momentum (sources: CME Group; Federal Reserve; U.S. Department of the Treasury; ICE). Catalyst watch: CPI releases and FOMC meetings are the key events that would validate or refute the rate-cut path and its impact on crypto liquidity and beta (sources: U.S. Bureau of Labor Statistics; Federal Reserve).

According to @CNBC, U.S. Treasury yields inched lower as investors awaited further economic data, signaling a wait-and-see stance across markets. According to @CNBC, the move reflects caution ahead of upcoming macro releases that traders monitor for potential shifts in rate expectations and cross-asset volatility.

According to QCPgroup, BTC is steady in the mid 90k range after rebounding from 86k, with market tone remaining cautious and positioning showing little appetite to add exposure (source: QCPgroup on X, Dec 3, 2025). According to QCPgroup, risk assets are drifting into a politically charged FOMC next week, reinforcing a wait-and-see stance for crypto traders (source: QCPgroup on X, Dec 3, 2025).

According to @DowdEdward, a key driver of the 2023–2024 U.S. economy was deficit-financed support he characterizes as fraud, including funding via NGOs, and he claims this flow has now stopped (source: @DowdEdward on X, Dec 1, 2025). Official data confirm the U.S. ran very large federal deficits of roughly $1.7 trillion in FY2023 and about $1.7 trillion in FY2024, underscoring a strong fiscal impulse over that period (source: U.S. Treasury Monthly Treasury Statement; Congressional Budget Office annual budget reports). If fiscal support fades and Treasury issuance or cash management tightens system liquidity, risk assets including BTC and equities have historically shown sensitivity to financial conditions and liquidity measures (source: IMF Global Financial Stability Report 2022 on rising crypto–equity correlations). Traders should monitor Treasury issuance, Quarterly Refunding Announcements, and Treasury General Account swings that influence bank reserves and dollar liquidity, which can transmit to risk appetite across BTC and tech equities (source: U.S. Treasury Quarterly Refunding materials; Federal Reserve Bank of New York, Liberty Street Economics analysis of the TGA and reserve balances). No independent evidence for the fraud allegation is provided in the cited post, so positioning should rely on official fiscal and issuance data rather than unverified claims (source: @DowdEdward on X, Dec 1, 2025).

According to @NFT5lut, market participants are awaiting the George P. Shultz Memorial Lecture Series: Shultz and Economic Policy hosted by the Hoover Institution, as indicated by the shared Hoover Institution event link, source: @NFT5lut; source: Hoover Institution events page. The Hoover Institution event page confirms the lecture series and its focus on economic policy, providing the primary context for the referenced catalyst, source: Hoover Institution events page. No additional timing, speaker list, or policy specifics are stated in the post itself, limiting immediate tradeable details, source: @NFT5lut. Traders tracking macro catalysts can set alerts for updates or materials posted on the Hoover Institution event page to time any response to official remarks from the lecture, source: Hoover Institution events page.

According to Charlie Bilello, the US bond market has been in a drawdown for 64 months, the longest in history. According to Charlie Bilello, a drawdown of this length indicates that broad bond total returns have not reclaimed prior highs for over five years, underscoring persistent rate and duration pressure that traders need to factor into positioning. According to Charlie Bilello, this record drawdown serves as a notable macro backdrop that traders can use when calibrating duration exposure, rate hedges, and risk allocation across assets, including crypto.

According to @AltcoinDaily, the Federal Reserve should cut interest rates in December, highlighting a preference for immediate policy easing (source: Altcoin Daily post on X dated Dec 1, 2025, https://twitter.com/AltcoinDaily/status/1995490315256664481). For traders, a confirmed December rate cut would typically loosen financial conditions and lower discount rates, a linkage the Federal Reserve describes in its policy transmission to asset prices (source: Board of Governors of the Federal Reserve System, Monetary Policy Report, June 2023). In the last easing cycle, BTC rose from roughly $7,000 in Jan 2020 to near $69,000 in Nov 2021 while the effective fed funds rate hovered near zero, illustrating how accommodative policy coincided with crypto outperformance (source: Federal Reserve Bank of St. Louis FRED, Effective Federal Funds Rate; CoinMarketCap, Bitcoin historical prices). BTC’s correlation with U.S. equities increased notably in 2020–2022, making yields, the U.S. dollar index, and FOMC decisions key catalysts to monitor for crypto beta (source: Kaiko Research on Bitcoin–equity correlation 2022; ICE U.S. Dollar Index data).

According to @DowdEdward, reports blaming CME futures downside on thin Thanksgiving liquidity are bogus, noting the 3-month T-bill is at a new 52-week low today (source: @DowdEdward on X, Nov 29, 2025). He contends traders should prioritize the short-end Treasury signal over a holiday-liquidity story when assessing futures and broader risk assets including BTC and ETH (source: @DowdEdward on X, Nov 29, 2025).

According to Edward Dowd, markets have a way of humbling people and the middle class does not care about stocks, highlighting his view that current White House economic messaging is tone-deaf and offering a cautionary macro sentiment signal for trader positioning and risk management. Source: Edward Dowd (@DowdEdward) on X, Nov 28, 2025, post ID 1994509978141692403.

According to Charlie Bilello, US Retail Sales have risen 3.9% year over year while US Consumer Sentiment has fallen to near record lows, creating the widest gap on record between spending and sentiment (video referenced), source: Charlie Bilello on X, Nov 28, 2025. The retail sales growth cited is tracked by the U.S. Census Bureau’s Advance Monthly Retail Trade Report, a primary measure of consumer spending momentum, source: U.S. Census Bureau. The sentiment data is measured by the University of Michigan Consumer Sentiment Index, a widely followed gauge of household outlook used by traders, source: University of Michigan Surveys of Consumers. For crypto and broader risk assets, elevated post-2020 correlations between Bitcoin and equities mean macro data shocks in consumption and sentiment can transmit to BTC and ETH price action, source: International Monetary Fund analysis on crypto–equity correlation.

According to Cathie Wood, the liquidity squeeze that has hit AI and crypto will reverse in the next few weeks, noting that markets appeared to validate this view on the day of her remarks, source: Cathie Wood on X, Nov 26, 2025. She cited a 123% year-over-year increase in Palantir’s US commercial business last quarter as evidence of robust AI demand, source: Cathie Wood on X, Nov 26, 2025. She characterized this outlook as constructive for risk assets in AI and crypto, implying near-term catalysts for BTC and ETH if liquidity conditions improve, source: Cathie Wood on X, Nov 26, 2025.

According to @52kskew, December is a make-or-break month for risk assets including crypto, signaling a critical period for market direction (source: X post by @52kskew on Nov 26, 2025).

According to @52kskew, two comments from Fed’s John Williams last Friday temporarily put a floor under risk assets as markets shifted from pricing out a December rate cut to pricing it back in, indicating a meaningful macro repricing that affects crypto as part of the risk complex, source: @52kskew on X, Nov 26, 2025. According to @52kskew, post-government-shutdown economic data carry lower reliability for the Fed, leading markets to push policy expectations further out into Q1 2026, source: @52kskew on X, Nov 26, 2025. According to @52kskew, traders should expect a period of higher volatility around fiscal policy, inflation, and labor headlines, which can impact crypto assets like BTC and ETH alongside broader risk markets, source: @52kskew on X, Nov 26, 2025.

According to @CNBC, Taiwan President Lai pledged an additional $40 billion defense budget while lashing out at Beijing, marking a clear escalation signal in cross-strait tensions (source: CNBC tweet and article link https://www.cnbc.com/2025/11/26/taiwan-president-lai-china-japan-xi-trump-defense.html). Historical evidence shows that spikes in geopolitical risk are associated with lower equity returns and higher volatility as measured by the Geopolitical Risk Index, a pattern relevant for Asia risk assets (source: Caldara–Iacoviello Geopolitical Risk Index, Federal Reserve Board, https://www.matteoiacoviello.com/gpr.htm). Research also finds BTC and ETH increasingly trade like risk assets, with higher correlation to equities since 2020, implying geopolitical risk transmission to crypto market volatility (source: IMF blog “Crypto Prices Move More in Sync With Stocks,” 2022, https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-threatening-financial-stability).

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 @KobeissiLetter, September headline PPI rose 2.7% year over year versus 2.6% expected, while core PPI eased to 2.6% versus 2.7% expected, indicating a mixed inflation signal for markets (source: @KobeissiLetter). They state that PPI inflation is less concerning than the weakening labor market, shifting focus to growth risks over price pressures (source: @KobeissiLetter). They add that a December Fed rate cut is now anticipated, implying a potential pivot toward easier policy (source: @KobeissiLetter). For crypto traders, the combination of a softer core print and rising rate-cut odds can support risk appetite for BTC and ETH, though the headline PPI beat may temper immediate upside until yields and dollar traction confirm the move (source: @KobeissiLetter).

According to @CNBC, U.S. Treasury yields held steady as traders focused on prospects for a Federal Reserve rate cut, keeping attention on interest-rate expectations as the next market catalyst for risk assets, including crypto (source: @CNBC).

According to CNBC, Global Trend Alert said the market is giving hints that it is topping and advised traders to use extreme caution (source: CNBC post on X dated Nov 24, 2025). CNBC’s message referenced the broad market and did not include specific indicators or price levels, providing a general risk warning without asset-class detail, and no crypto-specific information for BTC or ETH was disclosed (source: CNBC post on X dated Nov 24, 2025).