According to @KobeissiLetter, the account states that the U.S. Treasury Secretary posted an update implying White House economic advisor Kevin Hassett is about to become Federal Reserve Chairman, flagging potential market shifts into 2026 (source: The Kobeissi Letter on X, Dec 6, 2025). There is no official confirmation in the cited post, so traders should await formal communications from the White House or the Federal Reserve before repositioning on this headline (source: The Kobeissi Letter on X, Dec 6, 2025; source: WhiteHouse.gov and FederalReserve.gov as the official nomination and announcement channels). For crypto, perceived changes in Fed leadership and rate expectations affect USD liquidity, real yields, and risk appetite, which have been increasingly correlated with BTC and ETH performance since 2020 (source: IMF research blog “Crypto Prices Move More in Sync With Stocks,” Jan 2022). Near term, monitor CME FedWatch probabilities, U.S. 2y/10y Treasury yields, DXY, and BTC/ETH price action for any repricing if an official nomination is released (source: CME Group FedWatch methodology; source: U.S. Department of the Treasury benchmark yields).

According to @StockMKTNewz, the September Personal Consumption Expenditures (PCE) report has been released, flagging an immediate macro catalyst for rates, equities, and crypto positioning, source: https://twitter.com/StockMKTNewz/status/1996958114361344302. The official PCE price index and core PCE are published by the U.S. Bureau of Economic Analysis; traders should pull the headline and core MoM/YoY prints directly from BEA to calibrate inflation momentum, source: https://www.bea.gov/data/personal-consumption-expenditures-price-index. The Federal Reserve targets PCE inflation in its policy framework, making this release pivotal for rate expectations and financial conditions, source: https://www.federalreserve.gov/monetarypolicy/strategy.htm. To translate the print into implied rate-path probabilities and front-end yield sensitivity, use the CME FedWatch Tool and corresponding Fed funds futures term structure, source: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html. A hotter-than-expected PCE historically tightens financial conditions and pressures risk assets, while a cooler print tends to ease yields and support beta, with crypto’s correlation to equities elevated per IMF research, source: https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-posing-new-risks. For trading, watch UST 2Y/10Y, DXY, and BTC, ETH intraday volatility around the release window as macro surprises drive cross-asset flows, sources: BEA release page https://www.bea.gov/data/personal-consumption-expenditures-price-index and Federal Reserve policy framework https://www.federalreserve.gov/monetarypolicy/strategy.htm.

According to @StockMKTNewz, the Trump administration canceled interviews with finalists for the next Federal Reserve chair that were set to begin this week, and President Trump suggested he has made his choice. Source: @StockMKTNewz on X. The Fed chair directs monetary policy communications and shapes rate expectations that drive the U.S. dollar and risk assets. Sources: Board of Governors of the Federal Reserve System; Bank for International Settlements. For trading, monitor fed funds futures (CME FedWatch), 2-year U.S. Treasury yields, the U.S. Dollar Index (DXY), and crypto majors BTC and ETH for potential volatility as leadership headlines develop. Sources: CME Group; U.S. Department of the Treasury; ICE Data Indices; Coin Metrics.

According to @KobeissiLetter, President Trump effectively announced Kevin Hassett as the next Federal Reserve Chair in a December 2, 2025 post on X, highlighting a potential leadership change in 2026, source: The Kobeissi Letter (X, Dec 2, 2025). Jerome Powell’s current term as Fed Chair ends in May 2026, aligning the timeline for a nomination and confirmation process next year, source: Board of Governors of the Federal Reserve System (official term information). Kevin Hassett previously served as Chair of the Council of Economic Advisers from 2017 to 2019, a credential traders will parse for policy leanings, source: White House archives (Council of Economic Advisers records). Rate markets typically reprice front-end expectations on Fed leadership headlines, making 2026 SOFR futures, the 2-year Treasury yield, and the DXY key instruments to watch, source: CME Group (SOFR futures and BTC options data) and U.S. Department of the Treasury (yield data). Crypto traders should monitor real yields and the dollar because BTC and ETH have historically moved inversely to rising real rates and a stronger USD, making any perceived policy shift a volatility catalyst into 2026, source: Federal Reserve Bank of St. Louis (FRED real yield series) and CME Group (BTC/ETH futures and options activity).

According to the source, Donald J. Trump urged the Federal Reserve to cut interest rates next week, saying "Even Dimon said Powell should reduce rates" (source: Donald J. Trump public video remarks dated December 2, 2025). Traders should track fed funds futures and CME FedWatch probabilities for shifts in near-term cut odds that can move the USD and short-end rates (source: CME Group FedWatch Tool and fed funds futures methodology). Analyses of historical market data show BTC has exhibited negative correlations with DXY and US real yields at times, guiding crypto positioning around policy pivots (source: Coin Metrics State of the Network research). Into the event window, monitor DXY and the US 2-year Treasury yield alongside BTC and ETH spot versus futures basis to gauge positioning and potential volatility (source: ICE U.S. Dollar Index methodology; U.S. Department of the Treasury yield data; CME Group Bitcoin futures and basis data).

According to @KobeissiLetter, President Trump stated he has decided who will be the next Federal Reserve Chair and will announce it soon, indicating an imminent nomination headline risk for markets; source: The Kobeissi Letter on X, 2025-11-30, https://twitter.com/KobeissiLetter/status/1995261135051005996. The Fed Chair leads the Board of Governors and serves as FOMC chair, a role central to policy communications that anchor interest-rate expectations tracked by global markets; source: Federal Reserve, About the FOMC, https://www.federalreserve.gov/monetarypolicy/fomc.htm. Research shows monetary policy news materially moves traditional risk assets, and crypto assets such as BTC and ETH have grown more correlated with equities and respond to U.S. monetary news, making this announcement market-relevant for digital assets; source: IMF Blog, Crypto Prices Move More in Sync With Stocks, 2022-01-11, https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-risk-new-threat-to-financial-stability. Traders commonly track implied rate probabilities via CME FedWatch derived from Fed Funds futures to gauge policy repricing around such headlines; source: CME Group, CME FedWatch Tool, https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html.

According to @AltcoinDaily, traders are asking whether the Federal Reserve will cut rates in December 2025, and positioning should track official inflation and labor data alongside fed funds futures pricing for confirmation, source: @AltcoinDaily; Bureau of Economic Analysis; Bureau of Labor Statistics; CME Group. The Federal Reserve has stated that decisions hinge on core PCE inflation and employment trends, making the BEA’s PCE releases and the BLS’s jobs data the primary inputs to watch for policy shifts, source: Federal Reserve Board Monetary Policy Report; Bureau of Economic Analysis; Bureau of Labor Statistics. Market-implied odds around the December meeting are inferred from fed funds futures and summarized by the CME FedWatch Tool that many traders use to monitor policy probabilities, source: CME Group FedWatch Tool. Easier policy typically lowers real yields and financial conditions, historically supporting risk assets and high-beta segments such as BTC and ETH through reduced discount rates and cheaper funding, source: Federal Reserve Financial Stability Report; Federal Reserve Economic Data. For trade execution, monitor the U.S. 2-year Treasury yield, the dollar index DXY, and crypto market liquidity and funding conditions, since falling 2-year yields and a softer dollar have coincided with stronger crypto performance during easing cycles, source: U.S. Department of the Treasury; ICE Data Indices for DXY; Kaiko market liquidity data. Near-term catalysts that can shift December expectations include the PCE price index release and the next FOMC statement and Summary of Economic Projections, which directly guide the policy rate path and risk sentiment, source: Bureau of Economic Analysis; Federal Reserve Board.

According to Charlie Bilello, U.S. real wages have outpaced reported inflation year over year for 29 consecutive months after a prior 25-month stretch of negative real wage growth, signaling improved purchasing power for workers; source: Charlie Bilello on X (Nov 28, 2025) citing U.S. Bureau of Labor Statistics CPI and Average Hourly Earnings. For traders, persistent positive real wage growth supports consumer demand but can sustain services inflation pressure, potentially slowing the pace of Federal Reserve rate cuts and keeping front-end yields and the U.S. dollar firmer, a setup that can weigh on risk assets including BTC and ETH when financial conditions are tight; source: Federal Reserve FOMC statements and Monetary Policy Report on labor market and inflation. Key data to monitor for validation and trade timing are monthly CPI and Average Hourly Earnings releases and the resulting CME FedWatch rate cut probabilities, alongside DXY and U.S. 2-year Treasury moves to gauge crypto liquidity sensitivity; source: U.S. Bureau of Labor Statistics data, CME FedWatch, and Federal Reserve Economic Data (FRED).

According to @WatcherGuru, prediction market Polymarket now prices an 87% probability of a 25 bps Federal Reserve rate cut in December, indicating a strong dovish market skew, source: Polymarket. Elevated cut odds typically align with a softer USD and lower front-end yields, conditions that have historically supported risk assets including BTC and ETH, source: Federal Reserve; FRED. Crypto traders can monitor DXY and U.S. 2-year Treasury yields for confirmation of the dovish shift, as downside in these indicators has coincided with stronger crypto performance in prior easing phases, source: FRED.

According to @KobeissiLetter, the U.S. Treasury recorded a $284.4 billion federal budget deficit in October, the worst opening month to any fiscal year on record. According to @KobeissiLetter, this surpasses the previous October record deficit of $284.1 billion set in 2020 during the pandemic response. According to @KobeissiLetter, government spending rose 18% year over year in October. According to @KobeissiLetter, the record deficit reading is a key macro input that traders are watching across Treasury issuance, yields, the U.S. dollar, and liquidity-sensitive risk assets including BTC and ETH.

According to @StockMKTNewz, the US stock market closed the session higher, indicating a broad green finish across major indices; source: @StockMKTNewz on X. Historically, risk-on equity days have coincided with stronger crypto performance as BTC’s correlation with US equities rose materially post-2020; source: IMF Global Financial Stability analysis 2022 and Kaiko Research 2023. For near-term crypto positioning, traders commonly track S&P 500 futures, the US 10-year Treasury yield, and the US Dollar Index (DXY), given BTC’s negative correlation to the dollar and sensitivity to real yields; source: Kaiko Research 2023–2024, Federal Reserve research on financial conditions, and CME Group market data.

According to the source, Kevin Hassett is now Donald Trump’s top choice to replace Jerome Powell as Federal Reserve Chair, as stated in a Nov 25, 2025 social media post that did not contain an official confirmation, source: X post dated Nov 25, 2025. For trading, potential Fed leadership changes matter because Fed communication and guidance shape policy expectations that move front-end US Treasury yields, the US Dollar Index, and liquidity-sensitive crypto assets such as BTC and ETH, source: Federal Reserve Board overview of the FOMC’s role; CME Group materials on fed funds futures-implied probabilities; ICE methodology on the U.S. Dollar Index. Immediate watch items: CME FedWatch rate path probabilities, US 2-year yield direction, DXY momentum, and BTC and ETH reactions around macro headlines and data releases, source: CME Group FedWatch; U.S. Department of the Treasury daily yield data; ICE U.S. Dollar Index resources; public market price feeds.

According to @KobeissiLetter, U.S. Treasury Secretary Bessent said there is a very good chance President Trump announces the next Federal Reserve Chair before Christmas, flagging an accelerated timeline for Fed leadership clarity (source: @KobeissiLetter). Event risk around a Fed Chair announcement typically shifts rate path probabilities in Fed funds futures and front-end U.S. Treasury yields, with spillovers to the U.S. Dollar Index and crypto beta such as BTC and ETH (source: CME FedWatch Tool; U.S. Department of the Treasury data). Traders can monitor Fed funds futures (ZQ), 2Y/10Y Treasury yields, DXY, and BTC/ETH price and options implied volatility into the indicated window to manage exposure (source: CME; U.S. Department of the Treasury; ICE U.S. Dollar Index; Deribit). Potential setups include short-duration rate volatility hedges and crypto options straddles to capture announcement-driven volatility, with disciplined sizing and risk controls (source: CME; Deribit).

According to @StockMKTNewz, Fed’s Daly said she supports a December rate cut, citing the labor market, which is a dovish policy signal. Source: @StockMKTNewz on X. Traders should monitor front-end U.S. Treasury yields (2-year), the U.S. Dollar Index (DXY), and interest-rate futures for repricing as this headline is digested. Sources: U.S. Department of the Treasury; ICE Data Indices; CME Group. For crypto exposure, rate-cut headlines and USD shifts are commonly tracked as macro drivers for BTC and ETH liquidity and funding into the FOMC window; monitor BTC, ETH spot and perpetuals. Sources: Coin Metrics; Kaiko. The post provides no specific pricing or probability details, so any positioning should be anchored to real-time market data and official Fed communications. Sources: @StockMKTNewz on X; Board of Governors of the Federal Reserve System.

According to @StockMKTNewz, Fed Governor Christopher Waller said his concern is the labor market and he is advocating for a rate cut at the December meeting (source: @StockMKTNewz on X, Nov 24, 2025). A confirmed dovish pivot typically pressures front-end Treasury yields lower and eases the US dollar, historically supportive for risk assets including BTC and ETH via lower discount rates and liquidity channels (source: Federal Reserve Board materials on monetary policy transmission; BIS research on risk-asset response). Traders can track December cut odds via the CME FedWatch Tool and adjust crypto beta accordingly, with BTC often inversely correlated to real yields (source: CME FedWatch Tool; Federal Reserve FRED series on real yields). Actionable setups: watch for DXY pullbacks and 2-year yield dips to coincide with BTC upside and consider hedging alt exposure around FOMC headline risk into December (source: BIS Quarterly Review on cross-asset correlations; CME event calendars).

According to @CNBC, U.S. Treasury yields edged lower as investors awaited delayed economic data, signaling a cautious risk tone in rates markets (source: CNBC tweet, Nov 24, 2025). Lower long-term yields are associated with looser financial conditions by reducing discount rates and borrowing costs, a dynamic that can support risk assets’ valuations (source: Federal Reserve Monetary Policy Report; BIS Quarterly Review). For crypto traders, moves in yields and the U.S. dollar often align with shifts in liquidity and risk appetite that can influence BTC and ETH price momentum and volatility (source: IMF Global Financial Stability Report; Chicago Fed National Financial Conditions Index). Near term, traders are watching the 10-year yield, DXY, and Fed funds futures-implied path to gauge crypto beta and basis moves in BTC and ETH (source: CME FedWatch Tool; CME Group futures market data).

According to @StockMKTNewz, US Treasury Secretary Bessent stated that interest rate sensitive sectors are in recession, the broader economy is not at risk of recession, and she is confident about 2026 growth prospects (source: @StockMKTNewz). For traders, this soft-landing tone shifts focus to the policy-rate path and yields; monitor the US 2-year Treasury, the dollar index, and risk assets such as BTC and ETH for potential reactions to reduced near-term recession risk and a firmer long-term growth signal (source: @StockMKTNewz).

According to @StockMKTNewz, New York Fed President John Williams said the Fed can still cut rates in the near term because current policy is modestly restrictive. Source: @StockMKTNewz. A dovish pivot that lowers policy rates typically eases financial conditions, supporting risk assets like equities and crypto by reducing discount rates. Source: Federal Reserve Board, Monetary Policy Report (June 2023). For trading, watch a decline in the US 2-year Treasury yield and a softer DXY as confirmation signals that often coincide with strength in BTC and ETH. Source: Federal Reserve Board, Monetary Policy Report (June 2023).

According to @ReetikaTrades, a scenario of a rate cut, renewed QE, US stocks at all-time highs, gold at all-time highs, the US Dollar Index at 0, and a new dovish Fed chair could still see Bitcoin register only a 0.5% green candle, suggesting muted price response even under highly risk-on conditions, source: @ReetikaTrades on X, Nov 21, 2025. According to @ReetikaTrades, traders should watch those macro triggers as potential catalysts for BTC liquidity and sentiment shifts while aligning expectations to a modest near-term move outlined by the source, source: @ReetikaTrades on X, Nov 21, 2025.

According to @StockMKTNewz, White House economic adviser Hassett said the data suggest we should cut in December, signaling administrative support for a December policy rate cut discussion (source: @StockMKTNewz). According to @StockMKTNewz, this is a White House comment and not a Federal Reserve decision, so traders typically monitor repricing in rate expectations via US Treasury yields, the DXY, and key crypto assets like BTC and ETH into the December event window (source: @StockMKTNewz).