According to @CryptoMichNL, BTC saw a brief CPI-led bounce followed by a sharp pullback, signaling fragile momentum in the current range, source: @CryptoMichNL. He identifies $88K as the decisive resistance that must break to revive upside momentum, making it the key level for breakout traders, source: @CryptoMichNL. He adds that the Bank of Japan decision is the week’s crucial macro catalyst and that despite the Nasdaq rallying and gold holding steady, BTC is sliding as traders fear a widely expected rate hike, source: @CryptoMichNL.

According to @BullTheoryio, the 8:30 a.m. lower-than-expected CPI print coincided with a $2,217 BTC move from $87,260 to $89,477 within 60 minutes, adding $70B to total crypto market cap and triggering $94M in short liquidations, source: @BullTheoryio. By 10:00 a.m., the account reports BTC then fell $3,723 from $89,363 to $85,640 over the next 90 minutes, erasing $117B in crypto market cap and liquidating $100M in longs, source: @BullTheoryio. The account characterizes the downside move as manipulation, while the data reflect a sharp intraday volatility spike around the CPI window, elevating liquidation risk for leveraged positions, source: @BullTheoryio.

According to @stocktalkweekly, SPY has broken below its daily 50-day simple moving average while still defending the larger trend at the weekly 9EMA, highlighting key support and resistance levels for short-term traders (50SMA, 21EMA, weekly 9EMA). source: @stocktalkweekly. The author adds that bulls must step up into the end of the week with CPI as a potential catalyst, and that continued tech leadership remains critical for the broader market bid. source: @stocktalkweekly. The author also notes SPY failed to reclaim all-time highs and was rejected below the 21EMA, signaling fragile momentum that is not favorable for bulls. source: @stocktalkweekly. For crypto traders, elevated stock–crypto co-movement means weaker equity momentum can weigh on BTC and ETH performance, as documented by IMF research showing stronger post-2020 correlations between Bitcoin and U.S. equities. source: International Monetary Fund. CPI is released by the U.S. Bureau of Labor Statistics and often serves as a macro volatility trigger closely watched by both equity and crypto markets. source: U.S. Bureau of Labor Statistics.

According to @CryptoMichNL, BTC rebounded but was clearly rejected at $90K as support failed alongside broad corrections in Gold and the Nasdaq, with a new local low printed (source: @CryptoMichNL). Reclaiming $88K would be a strong signal marking the end of the correction, while downside levels to monitor after the breakdown are below $83.8K and, more likely, below $80.5K (source: @CryptoMichNL). The setup aligns with a heavy macro week featuring U.S. unemployment data, CPI, and the Bank of Japan, where a likely BoJ rate hike has previously been followed by negative market impact, suggesting weakness may occur before the decision this time (source: @CryptoMichNL).

According to @deanmlittle, CPI and introspection are effectively creating seven versions of the same data structure, signaling redundancy and technical complexity in current blockchain design, source: https://twitter.com/deanmlittle/status/1997527962791584205. The post is a developer-sentiment data point and does not reference specific tokens, timelines, or price impacts, source: https://twitter.com/deanmlittle/status/1997527962791584205.

According to @cas_abbe, December has started red for Bitcoin and altcoins (source: @cas_abbe). The author notes that a red November has historically led to a red December, but recent patterns have failed, including a green September not delivering a green October (source: @cas_abbe). Direction this month will hinge on macro events such as US CPI, unemployment data, the FOMC meeting, the BOJ rate decision, and Chair Powell’s speech (source: @cas_abbe). For a green December, inflation needs to decline while unemployment remains high (source: @cas_abbe). The author adds that Powell turned hawkish at the last FOMC and triggered a market dump; if he is hawkish again there could be damage, though the downside may be less severe as markets focus on an expected announcement of the next Fed chair this month (source: @cas_abbe). Overall, the author still expects December could end green and sees Q1 as potentially positive for markets (source: @cas_abbe).

According to @BullTheoryio, Nov 20 brings the delayed September Jobs Report where higher unemployment would lift early rate-cut odds and support risk assets including BTC, while a low jobless rate would keep the Fed patient and markets cautious, source: @BullTheoryio. Nov 26 delivers a Q3 GDP update alongside October personal income, spending, and PCE, where softer growth and inflation would ease policy expectations and aid crypto, while hot readings could pressure risk assets, source: @BullTheoryio. Dec 5 Non-Farm Payrolls becomes the first clean post-shutdown labor read, with weaker job growth supportive for crypto and equities and stronger hiring keeping volatility elevated, source: @BullTheoryio. Dec 10 CPI and Dec 11 PPI for November will shape Q1 2026 policy expectations, with falling inflation reinforcing rate-cut bets and liquidity improvement, while upside would sustain a tighter stance and near-term downside for risk assets, source: @BullTheoryio. Dec 19 wraps with final Q3 GDP, November personal income and spending, and existing home sales, where weak data would bring forward support and strong data would push the cut timeline out, source: @BullTheoryio. If the data skew risk-on, BTC could rally toward a new all-time high into Q1 2026, source: @BullTheoryio.

According to @stocktalkweekly, President Trump will sign an executive order today cutting tariffs on beef, coffee, tomatoes, bananas and other goods. Based on @stocktalkweekly, traders are focusing on near term price reactions in soft commodities and livestock, including ICE coffee futures ticker KC and CME live cattle futures ticker LE, given the tariff headline. On crypto, @stocktalkweekly's report has market participants watching BTC and ETH for volatility as markets recalibrate inflation narratives around the tariff headline from @stocktalkweekly.

According to @KobeissiLetter, the White House says President Trump is signing an executive order to reduce tariffs on beef, tomatoes, coffee, and bananas to lower grocery costs amid persistent food inflation (source: @KobeissiLetter). Lower import tariffs on coffee and bananas—products the U.S. largely imports—can reduce imported food costs and potentially trim the food-at-home CPI component, which holds a meaningful weight in headline CPI, if savings are passed to consumers (sources: USDA Economic Research Service; U.S. Bureau of Labor Statistics). Any moderation in food inflation would support expectations for easier Federal Reserve policy given FOMC guidance that policy depends on inflation progress, typically pressuring real yields and the U.S. dollar—conditions that have historically supported risk assets including BTC and ETH (sources: Federal Reserve FOMC; CME FedWatch). Near-term trading watch: ICE Coffee (KC), CME Live Cattle (LE), major grocery retailers (WMT, COST, KR), BRL and COP for key coffee exporters, alongside DXY, UST 2Y/10Y, and BTC/ETH spot and perpetual funding for positioning shifts on tariff headlines (sources: ICE; CME Group; USDA ERS). Note that tariff pass-through to retail prices is often partial and lagged, suggesting the CPI impact could be smaller than headlines imply (source: U.S. International Trade Commission).

According to @WhiteHouse, the administration stated that President Trump is making America more affordable, signaling a focus on cost-of-living issues for households and businesses (source: @WhiteHouse). The post includes no specific policy actions, timelines, or economic statistics, offering no immediate, tradeable datapoints by itself (source: @WhiteHouse). Traders assessing affordability should anchor on official inflation releases such as CPI and PPI from the U.S. Bureau of Labor Statistics and the PCE price index from the U.S. Bureau of Economic Analysis to gauge macro impact and risk sentiment (sources: U.S. Bureau of Labor Statistics; U.S. Bureau of Economic Analysis). Rate decisions and guidance that influence risk appetite across crypto and equities, including BTC and ETH, are set by the Federal Reserve’s FOMC and communicated via policy statements and projections (source: Federal Reserve).

According to @stocktalkweekly, the White House press secretary identified as Leavitt said October CPI and jobs data will likely never be released, posted on Nov 12, 2025; source: @stocktalkweekly. Traders should wait for confirmation or refutation on the U.S. Bureau of Labor Statistics release schedule for CPI and the Employment Situation before repositioning; source: U.S. Bureau of Labor Statistics. BTC and ETH historically experience elevated intraday swings around CPI and NFP prints, with short-dated implied volatility rising into these events; source: Deribit Insights, Kaiko Research. If key macro releases are withheld, rate-expectation proxies (CME FedWatch) and U.S. Treasury yields can dominate risk pricing and spill over to crypto beta; source: CME FedWatch, U.S. Department of the Treasury. Actionables: monitor the BLS press room, track DXY and 2Y/10Y yields, and consider hedging with short-dated BTC and ETH options to manage event risk; source: U.S. Bureau of Labor Statistics, U.S. Department of the Treasury, Deribit.

According to @KobeissiLetter, 40% of CPI items were estimated in September, up from 36% in August and versus a typical ~10%, meaning the share has roughly quadrupled over the last seven months (source: @KobeissiLetter). According to @KobeissiLetter, the Bureau of Labor Statistics filled missing price quotes with substitute pricing across roughly 200 product and service categories, making current CPI readings less representative of actual consumer costs (source: @KobeissiLetter). According to the U.S. Bureau of Labor Statistics, substitute pricing (imputation) uses prices from similar items or regions when a quote is unavailable and is part of the official CPI methodology during data collection gaps (source: U.S. Bureau of Labor Statistics). According to the Federal Reserve, inflation readings inform policy expectations, so heightened CPI measurement uncertainty can amplify rate and dollar volatility that transmits to crypto beta such as BTC and ETH around data releases (source: Federal Reserve).

According to @ai_9684xtpa, a counterparty BTC 40x short address kept its position through the post-CPI session without closing, while a 100% win-rate whale also added size at the same time, source: X post https://x.com/ai_9684xtpa/status/1981648859055984866 and on-chain dashboard https://hyperbot.network/trader/0xdDc7E50a83710f9c62eFB558bcD0f640314aE2F8. The short address is now sized at 550 BTC (about $60.95M) with an average entry of $109,621 and an unrealized loss of roughly $667,000, source: HyperBot address page https://hyperbot.network/trader/0xdDc7E50a83710f9c62eFB558bcD0f640314aE2F8 and X post https://x.com/ai_9684xtpa/status/1981648859055984866. The source characterizes this as a drawn-out battle between sides and highlights $109,621 as the current reference entry for the short, source: X post https://x.com/ai_9684xtpa/status/1981648859055984866 and HyperBot dashboard https://hyperbot.network/trader/0xdDc7E50a83710f9c62eFB558bcD0f640314aE2F8.

According to @CryptoMichNL, BTC is facing a crucial resistance zone, so he expects limited price movement around the CPI release based on his Oct 24, 2025 market update on X. According to @CryptoMichNL, he anticipates a potential breakout next week if the FOMC ends quantitative tightening and begins rate cuts, per the same source. According to @CryptoMichNL, a potential US government shutdown could add to market volatility and act as a catalyst, as stated in his Oct 24, 2025 commentary.

According to @CryptoMichNL, CPI and broader inflation readings came in below expectations, as stated in his X post on Oct 24, 2025. According to @CryptoMichNL, this macro surprise could trigger a Bitcoin (BTC) breakout to a new all-time high within the next 30 days, per the same X post on Oct 24, 2025. According to @CryptoMichNL, this view signals a near-term bullish bias for BTC on the back of softer inflation, as indicated in his X post on Oct 24, 2025.

According to @CryptoMichNL, the upcoming US CPI release is likely to spark volatility across risk assets, including BTC and ETH, with any outcome creating a directional bias. According to @CryptoMichNL, a hotter-than-expected CPI could trigger an initial drop followed by a rebound as a new bullish narrative emerges. According to @CryptoMichNL, a cooler-than-expected CPI would likely reinforce a market narrative around impending Fed rate cuts, supporting a constructive risk tone. According to @CryptoMichNL, recent comments from Chair Powell have reduced the market’s focus on inflation, and social media is likely to frame either CPI outcome as bullish for markets.

According to @ai_9684xtpa, the counterparty “100% win-rate” whale increased a BTC short to 500 BTC (about $55.52 million) with an entry at $109,582.5 and is currently down roughly $762,000, with no further activity since the add. Source: x.com/ai_9684xtpa/status/1981648859055984866; hyperbot.network/trader/0xdDc7E50a83710f9c62eFB558bcD0f640314aE2F8 @ai_9684xtpa also reports another “100% win-rate” trader has re-opened a BTC long after taking profits, signaling divergent positioning among tracked top wallets. Source: x.com/ai_9684xtpa/status/1981648859055984866 The author flags tonight’s CPI as the next catalyst to watch for volatility that could pressure the 500 BTC short. Source: x.com/ai_9684xtpa/status/1981648859055984866 Based on the disclosed 500 BTC size, each $1,000 move in BTC price implies about a $500,000 swing in unrealized PnL on the short position. Source: position size from x.com/ai_9684xtpa/status/1981648859055984866 and hyperbot.network/trader/0xdDc7E50a83710f9c62eFB558bcD0f640314aE2F8

According to @CNBC, JPMorgan has outlined a CPI-day reaction framework for U.S. equities that maps potential moves in the S&P 500, Treasury yields, and the U.S. dollar based on upside or downside inflation surprises, providing traders with a scenario-based playbook ahead of Friday’s release. Source: https://www.cnbc.com/2025/10/23/how-the-stock-market-will-react-to-the-cpi-report-friday-according-to-jpmorgan.html The report indicates equity, rates, and FX reactions are tiered by CPI surprise buckets, implying actionable hedging and positioning around risk-on/off shifts that can spill over to crypto beta via liquidity and dollar dynamics. Source: https://www.cnbc.com/2025/10/23/how-the-stock-market-will-react-to-the-cpi-report-friday-according-to-jpmorgan.html For crypto, BTC and ETH tend to respond to CPI-driven moves in front-end yields and the DXY through risk sentiment and funding conditions, so traders should monitor BTC’s correlation to U.S. stocks and the dollar around the print. Source: https://research.kaiko.com

According to @CryptoMichNL, BTC has moved sideways between $100K and $120K for nearly six months, keeping price action choppy until fresh macro data such as CPI and the upcoming Fed meeting provide direction, source: @CryptoMichNL (X, Oct 23, 2025). He highlights $112K as a crucial resistance; a decisive break above that level could signal renewed strength and the next volatile leg higher, source: @CryptoMichNL (X, Oct 23, 2025). He frames a bullish bias around potential FOMC-driven rate cuts, adjusted monetary policy, and an improving business cycle expected to start later this quarter, source: @CryptoMichNL (X, Oct 23, 2025). He argues BTC around $110K is not expensive versus 2021 when BTC was $69K with zero rates, while current rates are about 4%-4.5%, implying room for upside if rates decline, source: @CryptoMichNL (X, Oct 23, 2025). Trading takeaway: monitor CPI and FOMC guidance for confirmation and watch for a daily close above $112K to validate breakout momentum within the $100K-$120K range, source: @CryptoMichNL (X, Oct 23, 2025).

According to @charliebilello, the US consumer dollar’s purchasing power has roughly halved over the last 30 years due to inflation, while the S&P 500 gained about 888% after inflation, or roughly 8% per year, highlighting the real return gap between cash and equities, source: Charlie Bilello via Creative Planning. For traders, this underscores that long-horizon equity exposure has historically outpaced inflation and preserved real wealth versus holding cash, source: Charlie Bilello via Creative Planning. Crypto angle: Bitcoin has increasingly moved with US equities since 2020, with IMF research documenting a rise in BTC–S&P 500 co-movement during the pandemic, making equity strength and inflation narratives relevant to crypto risk appetite, source: International Monetary Fund 2022. Practical takeaway: monitor US CPI and the S&P 500 trend as macro inputs for BTC and ETH positioning when inflation and equity momentum influence risk-on regimes, source: International Monetary Fund 2022; Charlie Bilello via Creative Planning.