According to Binance Research, crypto markets remain liquidity-driven, with liquidity funnels across stablecoins, ETFs, and DATs slowing in recent weeks (source: Binance Research on X, Nov 28, 2025). According to Binance Research, markets found relief as December rate-cut odds climbed to around 85 percent, highlighting digital assets’ sensitivity to macro liquidity expectations (source: Binance Research on X, Nov 28, 2025).

According to @52kskew, two comments from Fed’s John Williams last Friday temporarily put a floor under risk assets as markets shifted from pricing out a December rate cut to pricing it back in, indicating a meaningful macro repricing that affects crypto as part of the risk complex, source: @52kskew on X, Nov 26, 2025. According to @52kskew, post-government-shutdown economic data carry lower reliability for the Fed, leading markets to push policy expectations further out into Q1 2026, source: @52kskew on X, Nov 26, 2025. According to @52kskew, traders should expect a period of higher volatility around fiscal policy, inflation, and labor headlines, which can impact crypto assets like BTC and ETH alongside broader risk markets, source: @52kskew on X, Nov 26, 2025.

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 @caprioleio, the S&P 500 fell about 200 points over the past two weeks as markets flipped on December rate-cut expectations, moving from roughly 90% at the start of November to 30% and then back to 70% likelihood, impacting risk assets. source: @caprioleio, Nov 24, 2025 According to @caprioleio, if this reversion in rate-cut odds continues, it is expected to carry Bitcoin somewhat higher, indicating potential near-term upside for BTC. source: @caprioleio, Nov 24, 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).

According to Reuters Business, the Dow closed lower and the S&P 500 finished near flat after the Federal Reserve cut interest rates, while Chair Jerome Powell said another rate cut in December is far from assured (source: Reuters Business). For crypto traders, the pairing of an immediate cut with uncertainty over a December move is a macro catalyst to monitor for BTC and ETH alongside U.S. equities during the FOMC cycle (source: Reuters Business).

According to @KobeissiLetter, the S&P 500 fell nearly 1% from its intraday high after Fed Chair Jerome Powell said a December rate cut is "far from" certain, triggering a risk-off move in U.S. equities (source: @KobeissiLetter). For traders, the update signals reduced confidence in near-term easing into December, a macro headwind that desks are watching across equity futures and volatility gauges (source: @KobeissiLetter). Crypto market participants tracking macro-driven risk sentiment can monitor cross-asset volatility for spillover effects from the Fed outlook shift (source: @KobeissiLetter).