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 the source, BTC dropped below $100,000 during the latest session as spot prices weakened across risk assets (source: Coinbase BTC-USD price feed). The move is attributed to a stronger U.S. dollar as the ICE U.S. Dollar Index advanced, tightening financial conditions from higher U.S. Treasury yields, net outflows from U.S. spot Bitcoin ETFs, and elevated long-side liquidations alongside funding turning negative and futures basis compression (sources: ICE Data Indices for DXY; U.S. Department of the Treasury daily yield curve; Farside Investors ETF flow tracker; Coinglass liquidations dashboard; CME Group futures data). For trading, participants are focusing on daily ETF flow direction, USD strength versus risk sentiment, and derivatives positioning to gauge continuation or mean-reversion risk (sources: Farside Investors; ICE Data Indices; Coinglass; CME Group).

According to @AltcoinDaily, the question is whether experts overstated the BTC and global M2 linkage, and the data shows a regime-dependent relationship. Source: @AltcoinDaily. In 2020–2021, BTC rallied alongside a historic expansion in broad money across major economies and rising US M2, indicating a positive liquidity beta. Source: IMF International Financial Statistics broad money series; Federal Reserve FRED M2SL; CF Benchmarks Bitcoin Reference Rate. In 2022, US M2 turned negative year over year and global liquidity tightened, while BTC fell more than 60% from its peak, consistent with liquidity sensitivity. Source: Federal Reserve FRED M2SL; BIS Global Liquidity Indicators and Quarterly Review; CF Benchmarks Bitcoin Reference Rate. In 2023–2024, the correlation weakened as crypto-specific catalysts such as the approval of US spot bitcoin ETFs and a recovery in stablecoin free float supported BTC despite uneven broad money growth. Source: U.S. Securities and Exchange Commission order approving spot bitcoin ETFs on Jan 10, 2024; Coin Metrics stablecoin supply data; BIS Quarterly Review. For trading, use global M2 as medium-term context but monitor near-term liquidity gauges including the Fed balance sheet (H.4.1), Treasury General Account and ON RRP, the dollar index and 10-year real yields, and aggregate stablecoin supply for directional signals. Source: Federal Reserve H.4.1 statistical release; U.S. Treasury FiscalData TGA; Federal Reserve Overnight Reverse Repo data; Federal Reserve trade-weighted dollar index; U.S. Treasury real yield series; Coin Metrics. Historically, BTC tends to perform when net dollar liquidity rises and the dollar weakens, so align risk with liquidity inflections and macro event dates. Source: Federal Reserve and U.S. Treasury data; CF Benchmarks Bitcoin Reference Rate.

According to @AltcoinDaily, traders are asking why crypto is crashing today, and the post cites no specific catalysts, so objective drivers should be verified across price, derivatives, flows, macro, and on-chain data (source: @AltcoinDaily on X, Nov 13, 2025). Price confirmation: validate risk-off via BTC and ETH breaking recent support on rising spot volume from major venues to confirm broad selling, rather than illiquid wicks (source: Coinbase Advanced Trade data; Binance spot order book; Kraken trade history). Derivatives stress: check for elevated long liquidations, large open-interest resets, and a flip to negative funding that typically accelerates deleveraging-driven drawdowns (source: Coinglass liquidation and OI dashboards; Binance Futures funding rate page; Deribit metrics). Stablecoin liquidity: monitor net USDT redemptions and USDC supply contraction that can weaken bid depth during selloffs (source: Tether Transparency reports; Circle Reserve Reports; Glassnode stablecoin supply data). ETF flows: assess U.S. spot Bitcoin ETF net outflows or reduced creations that can remove incremental buy pressure and amplify volatility (source: BlackRock iShares IBIT daily flow updates; Fidelity FBTC flow reports). Macro headwinds: stronger dollar and higher real yields often pressure crypto, so review DXY and 10-year Treasury yields for tightening financial conditions (source: ICE U.S. Dollar Index data; U.S. Treasury Daily Treasury Yield Curve Rates). On-chain stress: rising realized losses, miner outflows to exchanges, and increasing exchange inflows are consistent with capitulation phases (source: Glassnode realized PnL and exchange flow metrics; CryptoQuant miner flow data; Coin Metrics network data). Operational risks: if market data do not confirm broad stress, check core chain and exchange status pages for outages or incidents that can trigger temporary dislocations (source: Ethereum Status; Solana Status; Binance System Status). Risk management: in confirmed deleveraging, reduce leverage, widen stops, and size for higher volatility until indicators stabilize across price, derivatives, flows, macro, and on-chain (source: CME Group risk management education; Binance Futures trading risk guidelines).

According to @DowdEdward, a Nov 13, 2025 X post highlights four stress points—expensive food, disappearing jobs, unattainable home ownership, and rampant crime—implying rapid change (source: @DowdEdward on X). Verified data context: Food prices remain above pre‑pandemic levels even as YoY inflation has cooled (source: U.S. Bureau of Labor Statistics, CPI food index). Labor-market momentum has eased as job openings fell from 2022 highs and payroll growth moderated (source: U.S. Bureau of Labor Statistics, JOLTS and nonfarm payrolls). Housing affordability is near multi‑decade lows given elevated mortgage rates and high home prices (source: Freddie Mac Primary Mortgage Market Survey; National Association of Realtors Housing Affordability Index; S&P CoreLogic Case‑Shiller). Crime trends are mixed, with violent crime lower in early 2024 versus 2023 at the national level (source: FBI Uniform Crime Reports). Trading implications: Sticky essentials and weak housing support higher-for-longer real yields and a firm USD—conditions that have historically pressured BTC and high‑beta crypto during tightening phases (source: Kaiko Research 2024; Coin Metrics correlation studies; Federal Reserve Economic Data for real yields; ICE Data Indices for DXY). Conversely, growth rollover and policy easing or balance‑sheet expansion have historically lifted BTC and ETH via liquidity channels (source: Federal Reserve balance‑sheet data; Coin Metrics BTC/ETH price history). Key signals to watch: 10Y TIPS real yield, DXY trend, BLS NFP/JOLTS prints, 30‑year mortgage rate, and FBI crime updates for consumer sentiment impact (source: Federal Reserve Economic Data; ICE Data Indices; U.S. Bureau of Labor Statistics; Freddie Mac; FBI).

According to @AltcoinDaily, the U.S. government shutdown is officially over, as stated in a post on X dated Nov 13, 2025, source: @AltcoinDaily on X. The source provided no official confirmation link or market data; traders should therefore monitor DXY, U.S. 10Y Treasury yields, BTC and ETH price action, and crypto liquidity/open interest for the first reaction to this headline, source: @AltcoinDaily on X. No additional verification was included by the source, so conservative position sizing and tight risk controls are prudent until confirmation appears on primary government channels, source: @AltcoinDaily on X.

According to the source, 750 billion dollars was added to gold’s market capitalization today via a public post on X dated Nov 11, 2025, indicating an unusually large single-day move in XAU exposure, source: public social media post on X dated Nov 11, 2025. Based on World Gold Council estimates that the total above-ground gold value was roughly 12 to 13 trillion dollars in 2023, a 750 billion dollar increase implies about a 5 to 6 percent one-day gain, which is extreme by historical standards and typically coincides with falling real yields or risk-off flows, source: World Gold Council research on above-ground gold value and gold sensitivity to real yields. For crypto, BTC has periodically tracked gold during stress, with Kaiko reporting the 90-day BTC–gold correlation rising toward 0.5 during the 2023 US banking turmoil, so traders should watch BTCUSD alongside XAUUSD and the US 10-year TIPS real yield for potential spillovers, source: Kaiko market research and US Treasury TIPS-derived real yield data. If the gold jump reflects lower real yields, that backdrop has historically supported both gold and BTC by reducing the opportunity cost of holding non-yielding assets, making DXY and real yield momentum key macro drivers to monitor for BTC’s digital gold narrative, source: World Gold Council analysis on real yields and gold and Fidelity Digital Assets research on macro drivers of BTC. Near-term trading checklist includes monitoring XAUUSD spot versus GC futures basis, BTC–gold rolling correlation, DXY trend, and liquidity conditions, with tighter risk limits given potential volatility clustering after such a large single-day move, source: CME Group contract specifications for GC futures and Kaiko correlation metrics.

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 @KobeissiLetter, the Chicago Fed Seventh District hiring expectations index fell to -40 in October, the lowest since 2020 and the weakest ex-2020 reading since the survey began in 2013, with a 41-point drop in two months and the current hiring index near a 5-year low and negative for three years, source: @KobeissiLetter. The Seventh District covers Illinois, Iowa, Indiana, Michigan, and Wisconsin, source: Federal Reserve Bank of Chicago. For context, the US unemployment rate peaked at 14.8 percent in April 2020 during pandemic shutdowns, source: U.S. Bureau of Labor Statistics. For traders, weakening hiring expectations can reinforce market bets on an easier Fed path given the Fed’s dual mandate linking labor conditions to policy, with front-end Treasury yields and DXY key gauges for rate expectations, while crypto has increasingly moved with broad risk sentiment, source: Federal Reserve Board, CME Group, and International Monetary Fund.

According to @KobeissiLetter, Polymarket odds now indicate the US government shutdown is expected to end on Thursday, with the author describing it as the longest shutdown in US history set to conclude (source: The Kobeissi Letter on X, Nov 10, 2025; source: Polymarket market data, accessed Nov 10, 2025). A resolution is associated with lower near-term US policy uncertainty, a variable empirically linked to changes in risk-asset volatility and performance (source: Baker, Bloom, and Davis, Economic Policy Uncertainty research, 2016). Crypto remains sensitive to macro risk, with BTC’s correlation to equities rising in recent years, implying potential spillovers into BTC and ETH price action as policy clarity improves (source: IMF Global Financial Stability Note, Jan 2022; source: Federal Reserve Financial Stability Report, Nov 2022). Traders can monitor DXY and US Treasury yields alongside BTC and ETH spot moves around the market-implied timing to gauge risk-on or risk-off follow-through (source: IMF 2022 note on cross-asset correlations; source: Polymarket market timing, accessed Nov 10, 2025).

According to @StockMKTNewz, President Trump stated that any money left over from the $2,000 payments to low- and middle-income U.S. citizens will be used to substantially pay down the national debt, posted on X on Nov 10, 2025 (source: https://twitter.com/StockMKTNewz/status/1987909842229665802). For trading, this headline signals a debt-reduction tilt over incremental spending, so monitor U.S. Treasury yields, the dollar index, and major crypto pairs such as BTCUSD and ETHUSD for headline-driven moves during U.S. hours (source: CME Group market education on macro headline risk and cross-asset volatility). No implementation details or official documentation were provided in the post, so treat this as headline risk until formal policy guidance is published (source: https://twitter.com/StockMKTNewz/status/1987909842229665802).

According to @cryptorover, President Trump said any unused funds from the proposed $2,000 tariff dividend stimulus would be directed to paying down the national debt, source: @cryptorover on X, Nov 10, 2025. For trading, if unused portions are diverted to debt reduction rather than household transfers, that would represent less immediate cash distribution than a full payout; traders may reassess near-term liquidity expectations and watch BTC, DXY, and U.S. Treasury yields for headline-driven moves, source: @cryptorover on X, Nov 10, 2025. The post did not provide official confirmation or an implementation timeline, so positioning should factor potential revisions or clarifications pending formal statements, source: @cryptorover on X, Nov 10, 2025.

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 @StockMKTNewz, a new chart highlights the U.S. CPI year-over-year inflation by product type, summarizing the latest category-level dynamics traders watch for macro positioning. According to the U.S. Bureau of Labor Statistics, CPI is published by the BLS and is heavily influenced by shelter within services, with food and energy also key to headline moves, making these components central to rate-sensitive trading decisions. According to the Federal Reserve’s public communications, persistent strength in services inflation tends to keep policy rates restrictive, a setup that typically supports higher Treasury yields and a firmer U.S. dollar that weighs on risk assets. According to the Bank for International Settlements, tighter U.S. financial conditions have historically coincided with weaker performance in Bitcoin and other risk assets due to reduced liquidity and higher discount rates. According to CME’s FedWatch Tool, traders rapidly recalibrate rate-cut probabilities after CPI surprises, which transmits to DXY, U.S. yields, and crypto market positioning in BTC and ETH. According to BLS CPI methodology notes, energy and travel-related categories are volatile, so markets closely track core services ex energy and shelter trends to gauge inflation stickiness and the likely policy path.

According to @cryptorover, U.S. Treasury Secretary Bessent warned that the economic impact of the government shutdown is worsening, source: @cryptorover on X, Nov 9, 2025. Independent confirmation is not provided in the post, so traders should verify via official U.S. Treasury communications before adjusting positions, source: @cryptorover post and U.S. Department of the Treasury public updates at treasury.gov. Past shutdowns caused measurable output losses, with the 2018–2019 episode reducing real GDP by about 11 billion dollars and leaving 3 billion dollars permanently lost, increasing downside growth risk and market volatility, source: Congressional Budget Office, Jan 2019, The Effects of the Partial Shutdown Ending in January 2019. Shutdowns have also delayed key economic data from agencies such as BEA and Census, complicating rates and USD positioning and often tightening financial conditions, source: U.S. Department of Commerce and BEA shutdown contingency communications from prior episodes. During risk-off periods in 2022–2023, BTC showed a positive rolling correlation with U.S. equities, increasing sensitivity to macro shocks, implying a confirmed deterioration could weigh on BTC and ETH while supporting DXY and front-end yields, source: Kaiko Research 2023 correlations analysis and FRED historical data for DXY and U.S. Treasury yields. Tactical focus for traders is to monitor DXY trend, U.S. 2Y and 10Y yield shifts, BTC perpetual funding and open interest, and the ETH BTC ratio for confirmation before changing spot or futures exposure, source: FRED for DXY and yields, Glassnode and CME Group for crypto derivatives and ETH BTC ratio data.

According to @cryptorover, U.S. inflation is easing and rate-cut expectations are rising, which he views as bullish for Bitcoin and crypto (source: @cryptorover on X). Traders should verify any disinflation trend and policy repricing by checking the latest CPI/PCE prints and Fed funds futures probabilities before positioning (sources: U.S. Bureau of Labor Statistics; U.S. Bureau of Economic Analysis; CME FedWatch Tool). When real yields and the dollar weaken on dovish repricing, BTC has historically outperformed risk assets, a relationship observable by comparing BTC with U.S. 2-year Treasury yields and the U.S. Dollar Index during prior softer-inflation episodes such as November 2023 (sources: TradingView price data; U.S. Department of the Treasury; ICE U.S. Dollar Index DXY; U.S. Bureau of Labor Statistics historical CPI release). Mechanically, lower expected policy rates reduce discount rates and support risk-asset valuations, increasing liquidity appetite that has tended to benefit crypto in past easing cycles (source: Board of Governors of the Federal Reserve System, Monetary Policy Report).

According to @Flavio_leMec, using more debt to solve a debt problem underscores the U.S. reliance on deficit financing, a key driver of liquidity and rates that traders should map to crypto risk, source: @Flavio_leMec on X. The Congressional Budget Office projects persistent large deficits and rising federal debt, implying continued heavy Treasury issuance and greater duration supply, source: CBO 2024 Long-Term Budget Outlook. U.S. Treasury Quarterly Refunding materials and TBAC minutes indicate that higher coupon issuance can lift term premiums and Treasury yields, tightening financial conditions, source: U.S. Treasury Quarterly Refunding and Treasury Borrowing Advisory Committee minutes. Research by the Bank for International Settlements and the IMF finds Bitcoin behaves like a high-beta risk asset with rising correlation to equities, so higher real yields and a stronger USD tend to pressure BTC and ETH, source: BIS research 2022 and IMF Global Financial Stability Report 2022. Federal Reserve balance sheet runoff (QT) reduces bank reserves and dollar liquidity, historically a headwind for risk assets, while bill-heavy issuance that draws cash from the ON RRP can ease reserve scarcity and support risk appetite, source: Federal Reserve FOMC balance sheet plans and FRBNY ON RRP data; U.S. Treasury refunding statements. For trading, monitor 10Y and TIPS real yields, DXY, the 2s10s curve, and Treasury General Account and ON RRP balances for liquidity inflections that often coincide with crypto trend shifts, source: Federal Reserve H.4.1 and FRED data series; BIS and IMF risk-asset correlation findings.

According to @cryptorover, Donald Trump said $20 trillion will be injected into the U.S. economy by the end of 2025 (source: Crypto Rover on X, Nov 9, 2025). The post provides no details on policy mechanism, legislation, funding source, or official documentation linking to an economic plan (source: Crypto Rover on X, Nov 9, 2025). For trading, treat this as headline risk and monitor BTC price action, DXY, and U.S. 10Y yields for potential short-term volatility around any related remarks rather than positioning on an unconfirmed policy claim (source: Crypto Rover on X, Nov 9, 2025).

According to the source, U.S. President Trump said crypto "takes a lot of pressure off the dollar" (source: provided social media post). The source offers no policy specifics or timelines, so this should be treated as a sentiment signal rather than a concrete regulatory change (source: provided social media post). The source does not report any immediate market reaction for BTC, ETH, or the DXY, which leaves price discovery to forthcoming headlines or official statements (source: provided social media post). For trading, monitor BTC and ETH spot volumes, BTC.D, and USD liquidity proxies around U.S. hours for any flow shifts tied to this supportive rhetoric once follow-up details emerge (source context: provided social media post states only the quote and no additional context).

According to the source, traders should focus on USD liquidity mechanics rather than headlines: when the Treasury General Account rises and the Fed’s ON RRP absorbs cash, bank reserves decline and financial conditions tighten, a backdrop that has historically pressured risk assets including BTC and ETH. Source: Board of Governors of the Federal Reserve System, H.4.1 Factors Affecting Reserve Balances; Federal Reserve Bank of New York, System Open Market Account data. A divided FOMC raises uncertainty about the rate path, which can lift real yields and the dollar—both typically negative for crypto returns via tighter financial conditions. Source: Board of Governors of the Federal Reserve System, FOMC minutes; Federal Reserve Bank of Chicago, National Financial Conditions Index. Even if QT slows or ends, Treasury refunding and TGA rebuild phases can temporarily drain private-sector liquidity and offset easing impulses, sustaining pressure on risk assets. Source: U.S. Department of the Treasury, Quarterly Refunding Announcement; Treasury Borrowing Advisory Committee minutes. Crypto-native liquidity also matters: declines in aggregate stablecoin market value reduce spot buying power and often coincide with weaker crypto spot demand. Source: Federal Reserve, Financial Stability Report (stablecoin section); Coin Metrics, Stablecoin Supply data. For trading, monitor DXY, 10-year TIPS real yield, weekly changes in ON RRP/TGA, and net stablecoin issuance; improvements in these indicators have aligned with stronger crypto performance during prior cycles. Source: ICE U.S. Dollar Index (DXY) methodology; U.S. Treasury Daily/Monthly Statements; Federal Reserve H.4.1; Coin Metrics; IMF Global Financial Stability Note on crypto-equity correlations.