According to The Kobeissi Letter, the downgrade announcement was released at 4:45 PM ET on a Friday after options expiration (OpEx), just minutes before the futures market closed. This timing led to a sharp reaction in the markets, with yields rising and stocks falling, mirroring similar events from 2023 (source: The Kobeissi Letter on Twitter, May 17, 2025). Such a late-Friday release may have limited immediate institutional trading responses, potentially increasing volatility for the next session. Crypto traders should monitor for increased risk-off sentiment, as sudden moves in traditional markets often lead to correlated volatility in digital assets, influencing Bitcoin and Ethereum price action over the weekend.