According to @ReutersBiz, Italy’s Natuzzi expects its 2025 U.S. revenues to be 20% below target due to tariff impact and a weaker dollar, signaling demand and margin headwinds tied to trade costs and FX moves in its key market. Source: Reuters Business (Oct 6, 2025). For crypto-facing macro traders, USD weakness cited in the update aligns with documented periods of negative correlation between BTC and the U.S. Dollar Index (DXY), making dollar trajectory a relevant cross-asset signal alongside consumer discretionary stress from tariffs. Source: Reuters Business (Oct 6, 2025); Kaiko Research (2022–2024 BTC-DXY correlation studies); Coin Metrics State of the Network (2022–2024 correlation analyses).

According to Miles Deutscher, BTC’s nominal all-time highs are less meaningful in a weakening dollar regime, implying that debasement supports upside momentum for BTC, equities, and gold, which traders should factor into positioning. Source: Miles Deutscher on X, Oct 5, 2025. U.S. consumer prices have risen roughly 20% from early 2020 to mid 2024, eroding purchasing power and making nominal highs less reflective of real returns, which provides macro context for Deutscher’s claim. Source: U.S. Bureau of Labor Statistics CPI data. Traders can monitor the U.S. Dollar Index DXY as a proxy; after a 2022 peak the index moderated into 2023–2024, and research highlights an inverse BTC–DXY relationship that makes continued dollar weakness a potential tailwind for BTC. Source: ICE U.S. Dollar Index history and Bloomberg Intelligence analysis. For confirmation, track real yields via the 10-year TIPS rate because rising real yields have historically pressured risk assets while falling real yields have supported crypto trend momentum. Source: Federal Reserve data on 10-year TIPS and Bloomberg Intelligence cross-asset studies. Net takeaway is to align BTC bias with dollar trend and real-yield direction while validating the inflation-hedge narrative highlighted by Deutscher. Source: Miles Deutscher on X and Federal Reserve data.

According to @KobeissiLetter, the US Dollar is on track for its worst year since 1973 with a decline of more than 10% year to date, source: @KobeissiLetter. According to @KobeissiLetter, the US Dollar has lost over 40% of its purchasing power since 2000, source: @KobeissiLetter. According to @KobeissiLetter, the Federal Reserve is cutting rates while Core PCE inflation runs above 2.9% for the first time in over 30 years, source: @KobeissiLetter. According to @KobeissiLetter, this backdrop favors hard assets, with gold and Bitcoin (BTC) expected to lead performance, source: @KobeissiLetter.

According to the source, a sharp rally in gold prices has been reported; traders should verify the move against CME Gold futures settlements and the LBMA Gold Price benchmark before acting (sources: CME Group; London Bullion Market Association). For BTC, sustained declines in US 10-year TIPS real yields have coincided with upside phases such as 2020 and late 2023; monitor the real yield series as a primary macro driver (sources: Federal Reserve Economic Data; Coin Metrics research). A weaker US Dollar Index (DXY) often aligns with stronger crypto risk appetite; watch for DXY breakdowns as a tailwind for BTC (source: Federal Reserve Economic Data). Spot BTC ETF net inflows remain a high-impact catalyst for price discovery; track daily creations and redemptions from issuers to gauge demand (sources: SEC filings; BlackRock iShares; Fidelity Investments). Expansion in CME Bitcoin futures basis and open interest tends to confirm trend strength; rising basis with controlled funding typically reduces squeeze risk (source: CME Group). On-chain indicators such as realized profit/loss ratios and exchange balances help identify supply overhang or absorption during gold-led macro moves (source: Glassnode).

According to the source, the forthcoming report highlights seasonal trends, the XRP/BTC ratio, the U.S. Dollar Index (DXY), and other metrics as the key indicators for BTC’s Q4 trajectory, guiding traders on market direction and risk monitoring (source: public tweet dated September 26, 2025).

According to the source, Bitcoin BTC hovered above 111,000 dollars as traders waited for U.S. inflation data that could influence the Federal Reserve’s next interest rate decision. Source: X post dated Sep 25, 2025. The Consumer Price Index release from the U.S. Bureau of Labor Statistics is a key inflation gauge referenced by the FOMC in policy assessments, making it a critical catalyst for risk assets including BTC. Source: U.S. Bureau of Labor Statistics; Federal Reserve FOMC statement. Into and after the print, market-implied policy probabilities can be tracked via the CME FedWatch Tool to gauge rate hike or cut expectations that often drive BTC volatility. Source: CME Group. For positioning, traders commonly monitor the U.S. Dollar Index and the U.S. 2-year Treasury yield for macro risk cues around the data window. Source: ICE Data Indices for DXY; U.S. Department of the Treasury.

According to @StockMKTNewz, Citadel founder Ken Griffin said he expects the U.S. Federal Reserve, led by Jerome Powell, to deliver one additional rate cut in 2025. Source: https://twitter.com/StockMKTNewz/status/1971254396630790228 For traders, monitor CME FedWatch probabilities, 2-year U.S. Treasury yields, the ICE U.S. Dollar Index (DXY), and BTC/ETH reaction, as easing policy expectations have historically aligned with softer financial conditions and stronger risk-asset performance when real yields and the dollar fall. Sources: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html; https://home.treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates; https://www.theice.com/products/194/US-Dollar-Index-Futures; https://coinmetrics.io/state-of-the-network

According to the source, gold hit a new all-time high near $3,725 today, a move traders should verify against CME futures and major spot feeds before acting, according to CME Group pricing practices. BTC’s 30–90 day correlation with gold is typically low and regime-dependent, so correlation spikes during macro stress are the key signal to monitor, according to Kaiko research and CME data. A sustained gold breakout often aligns with softer US real yields, a backdrop that has historically supported risk assets including BTC via liquidity effects, according to FRED and Bloomberg Intelligence. For confirmation on crypto flows, traders track US-listed spot bitcoin ETF net subscriptions and premiums, as persistent inflows have coincided with upside momentum in prior cycles, according to CoinShares fund flow reports. Options positioning matters as well: rising BTC implied volatility and call skew often precede trend expansions, according to Deribit and Amberdata. Dollar context is critical; watch XAUUSD versus DXY and 10-year TIPS yields to gauge whether the move is USD weakness or risk hedging, according to FRED and ICE Data Services.

According to the source, the U.S. Dollar Index (DXY) printed a dragonfly doji following the latest Federal Reserve decision, signaling post-Fed resilience that the source says poses a near-term challenge to BTC bulls. The source also reports that XRP’s trend-following indicator has turned bearish, highlighting weakening momentum that traders should note, according to the source.

According to @business, global investors have shifted from a Sell America mindset to Hedge America, driving a rush into short-dollar wagers rather than dumping U.S. assets, source: https://www.bloomberg.com/news/articles/2025-09-18/-hedge-america-trade-fuels-global-rush-into-short-dollar-wagers. For trading, this implies mounting USD downside hedges that can increase FX volatility around DXY and ripple through USD-quoted risk pairs such as BTC-USD and ETH-USD, source: https://www.bloomberg.com/news/articles/2025-09-18/-hedge-america-trade-fuels-global-rush-into-short-dollar-wagers. Crypto traders should closely track dollar momentum, USD funding conditions, and positioning into key USD data as short-dollar flows evolve, aligning entries and risk with DXY inflection points, source: https://www.bloomberg.com/news/articles/2025-09-18/-hedge-america-trade-fuels-global-rush-into-short-dollar-wagers.

According to the source, the Crypto Fear and Greed Index is at a neutral reading ahead of the FOMC decision, indicating balanced risk appetite by design; source: the source; Alternative.me. Option markets typically see implied volatility build into Fed decisions and expand on the announcement, making short-dated BTC and ETH straddles a common event-driven strategy; source: Deribit Insights. Rate guidance that moves US Treasury yields and the US Dollar Index DXY often steers BTC’s direction via macro correlation, so monitor the FOMC statement, dot plot, and press conference for cues; source: Federal Reserve; Kaiko. To manage risk, traders commonly reduce leverage pre-event and map liquidation clusters and open interest levels to prepare for post-FOMC breakouts on BTC and ETH perpetuals; source: Glassnode; Binance Research.

According to the source, Grayscale's latest research reports the US dollar’s stability is under pressure and highlights BTC and ETH as potential hedges against fiat devaluation (source: Grayscale Research). The report positions Bitcoin and Ethereum as macro hedge assets for managing currency debasement risk in portfolios, emphasizing their use-case as alternative stores of value rather than short-term trades (source: Grayscale Research).

According to @MilkRoadDaily, the Federal Reserve is expected to cut rates three times in 2025. In the prior easing cycle that began on July 31, 2019, the S&P 500 went on to set fresh all-time highs by November 2019, signaling stronger risk appetite, per S&P Dow Jones Indices. Historically, falling policy rates compress real yields and support risk-taking, per Federal Reserve Board policy documentation and U.S. Treasury TIPS data. Looser policy also tends to coincide with a softer U.S. Dollar Index (DXY), which has been a tailwind for BTC and ETH in past cycles, per ICE U.S. Dollar Index data and Coin Metrics correlations. For positioning, traders can track 10-year real yields, DXY, and stablecoin net issuance as near-term liquidity gauges, per U.S. Treasury data, ICE benchmarks, and DeFiLlama analytics.

According to the source, the U.S. Senate has confirmed Stephen Miran to the Federal Reserve Board of Governors, as stated in a post on X dated Sep 16, 2025; source: X post dated Sep 16, 2025. Board members influence monetary policy and supervision through their roles alongside the FOMC, making composition changes relevant for markets; source: Federal Reserve Board — About the Board of Governors. Traders should monitor CME FedWatch implied rate probabilities, the U.S. 2-year Treasury yield, and DXY for any repricing that can spill over to BTC and ETH given their sensitivity to liquidity and real yields noted in institutional research; source: CME Group FedWatch Tool; Coinbase Institutional macro research on crypto and rates (2023). Track the upcoming FOMC calendar and statements to gauge participation timing and any changes in forward guidance or dot plot that may impact crypto risk appetite; source: Federal Reserve — FOMC calendar and policy statements.

According to the source, gold was reported to have reached a new all-time high of $3,680 intraday; traders should treat this as a headline to be cross-checked on regulated benchmarks, source: the source post. Verify with XAUUSD spot feeds and COMEX front-month futures before execution, as liquidity and spreads can be volatile on such prints, source: LBMA and CME Group. Historically, gold rallies align with falling US real yields and a softer dollar, so monitor TIPS-implied real rates and DXY for confirmation, source: World Gold Council and Federal Reserve and ICE Data Indices. BTC’s correlation with gold has been low to moderate and time-varying, so assess BTC order book liquidity and options open interest for spillover risk rather than assuming a direct move, source: Coin Metrics and Deribit.

According to @rovercrc, the probability of the Federal Reserve lowering interest rates this week has risen to 100%, indicating markets are positioned for an imminent policy cut (source: @rovercrc). Market-implied FOMC odds are commonly tracked via the CME FedWatch Tool, which derives probabilities from Fed funds futures pricing (source: CME Group). Fed policy shifts are key drivers of USD, Treasury yields, and liquidity-sensitive assets like BTC and ETH, with easing generally associated with looser financial conditions and risk-asset support (source: Federal Reserve). Into the decision window, traders typically monitor DXY, the U.S. 2-year yield, BTC perpetual funding rates, and options implied volatility to gauge positioning and potential volatility around the statement and press conference (source: CME Group; Federal Reserve).

According to @rovercrc, President Trump said all NATO nations are preparing to implement major sanctions on Russia and 50%–100% tariffs on China, though this remains unconfirmed pending official communiqués or policy documents, source: @rovercrc on X, Sep 13, 2025. If confirmed, a sanctions and tariff shock would likely tighten global financial conditions, historically elevating volatility and strengthening the U.S. dollar, a mix that has pressured risk assets including BTC and ETH, source: Reuters coverage of 2018–2019 trade-war episodes; BIS Bulletin No. 57 (2022). Trade tensions in 2019 coincided with risk-off moves across equities and a stronger DXY, conditions under which crypto has shown higher downside beta, source: Reuters market wrap Aug–Sep 2019; BIS (2022). Broad sanctions on Russia have previously disrupted energy and metals flows, adding inflation risk that can push yields higher and weigh on liquidity-sensitive assets like crypto, source: European Council Russia sanctions timeline 2022–2024; International Energy Agency analyses 2022–2023. BTC has tended to exhibit negative correlation with the U.S. dollar index in stress periods, so a DXY spike on tariff or sanctions headlines can be a near-term headwind, source: Coin Metrics State of the Network correlation analyses (2022–2023); Kaiko market data briefs (2022–2024). Traders should await official NATO or U.S. government releases before positioning and monitor DXY, U.S. 10Y yields, energy prices, and BTC funding/flows for confirmation of risk-off conditions, source: U.S. Treasury and USTR policy releases; NATO press statements; TradingView and Kaiko market data.

According to @FoxNews, Erika Kirk said her husband was assassinated and vowed his mission would intensify, signaling a heightened U.S. political tension backdrop that traders should factor into risk management. Source: @FoxNews. Historical evidence shows political violence and policy uncertainty episodes drive short-term spikes in volatility and risk aversion that can transmit to crypto via stronger equity-crypto correlations. Source: Baker, Bloom and Davis (2016); Chen and Siems (2004); IMF (Iyer, Natalucci and Park, 2022). Near term, monitor four risk signals: BTC and ETH versus U.S. equities correlation, VIX as CBOE's volatility gauge, the U.S. Dollar Index (DXY) per ICE, and 10-year U.S. Treasury yields, as these proxies guide cross-asset risk appetite tied to crypto performance. Source: IMF (2022); CBOE; ICE; U.S. Department of the Treasury.

According to @cas_abbe, USD weakness historically aligns with an expansion in global money supply, and during these liquidity upswings BTC is typically the first mover, with the same setup unfolding today, source: @cas_abbe on X.

According to @cas_abbe, crypto is tracking global liquidity rather than moving in isolation, with a weakening U.S. dollar and rising global M2 providing a strong foundation for Bitcoin’s next leg higher; source: @cas_abbe on X, Sep 7, 2025. The trading takeaway is to monitor the USD trend (DXY) and global M2 growth as leading signals for BTC momentum, summarized as dollar down, liquidity up, Bitcoin next; source: @cas_abbe on X, Sep 7, 2025.