According to @CNBC, U.S. Treasury yields held steady as investors awaited an expected Federal Reserve rate cut, indicating a pre-decision holding pattern in rates markets source: @CNBC. The report did not provide specific yield levels or a timeline beyond noting expectations of a cut, emphasizing market steadiness into the policy event source: @CNBC. @CNBC did not cite any immediate impact on BTC or ETH and limited its commentary to bond market conditions before the expected cut, leaving crypto traders to note the macro backdrop rather than asset-specific signals source: @CNBC.

According to Charlie Bilello, Core PCE inflation registered 2.8% year over year in September, remaining above the Federal Reserve’s 2% target (source: Charlie Bilello, Dec 5, 2025). Bilello also notes that this 2.8% reading is higher than any point between July 1993 and March 2021, underscoring persistent inflation pressure versus the target (source: Charlie Bilello, Dec 5, 2025). Despite this, Bilello reports that markets are pricing another 25 basis point rate cut next week, setting up a key macro catalyst for rate-sensitive assets (source: Charlie Bilello, Dec 5, 2025). For trading, monitor how this policy path repricing impacts Treasury yields, the US dollar, and liquidity conditions that crypto traders track, with attention to BTC and ETH positioning and implied volatility into the decision window (source: Charlie Bilello, Dec 5, 2025).

According to @cas_abbe, the US PCE and Core PCE releases at 8:30am ET are the final major macro data before next week’s FOMC, with expectations at 2.9% and 2.8% respectively; source: @cas_abbe. He states that in-line or lower readings would lock in a Fed rate cut, and even a slightly higher print would not derail cuts; source: @cas_abbe. He adds that a materially above-expectations outcome could trigger a sharp correction in BTC and altcoins; source: @cas_abbe.

According to @DecryptMedia, Bitcoin BTC short positions are building ahead of a potential Federal Reserve rate cut, highlighting positioning risk into the upcoming FOMC decision. Source: @DecryptMedia.

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 @AltcoinDaily, the Federal Reserve should cut interest rates in December, highlighting a preference for immediate policy easing (source: Altcoin Daily post on X dated Dec 1, 2025, https://twitter.com/AltcoinDaily/status/1995490315256664481). For traders, a confirmed December rate cut would typically loosen financial conditions and lower discount rates, a linkage the Federal Reserve describes in its policy transmission to asset prices (source: Board of Governors of the Federal Reserve System, Monetary Policy Report, June 2023). In the last easing cycle, BTC rose from roughly $7,000 in Jan 2020 to near $69,000 in Nov 2021 while the effective fed funds rate hovered near zero, illustrating how accommodative policy coincided with crypto outperformance (source: Federal Reserve Bank of St. Louis FRED, Effective Federal Funds Rate; CoinMarketCap, Bitcoin historical prices). BTC’s correlation with U.S. equities increased notably in 2020–2022, making yields, the U.S. dollar index, and FOMC decisions key catalysts to monitor for crypto beta (source: Kaiko Research on Bitcoin–equity correlation 2022; ICE U.S. Dollar Index data).

According to @StockMKTNewz, the Wall Street Journal maps four FOMC voters as more likely to back a December rate cut: Governor Christopher Waller, New York Fed President John Williams, Governor Stephen Miran, and Governor Michelle Bowman (source: @StockMKTNewz; Wall Street Journal). The post adds that the Boston Fed President is among officials less likely to support a cut, though the full list was not shown in the tweet (source: @StockMKTNewz). Traders can gauge how this lineup may shift market-implied odds via CME FedWatch and confirm in front-end rates like the U.S. 2-year Treasury yield (source: CME Group; U.S. Department of the Treasury). Crypto desks can monitor CME Bitcoin futures open interest and basis into the December decision window alongside BTC and ETH spot liquidity as macro-sensitive flows adjust to policy expectations (source: CME Group; Federal Reserve Board FOMC calendar).

According to @StockMKTNewz, JPMorgan now expects the US Federal Reserve to cut rates by 25 bps in December, as reported by Bloomberg. Source: Bloomberg via @StockMKTNewz on Nov 26, 2025. Kalshi shows an 84% probability of a December rate cut, indicating strong market pricing ahead of the FOMC decision. Source: Kalshi odds quoted by @StockMKTNewz. Crypto traders are watching rate cut odds because shifts in US policy expectations often drive risk sentiment; monitoring Kalshi probabilities and front end Treasury yields can help gauge positioning into the meeting. Source: Kalshi market odds via @StockMKTNewz and Bloomberg rates coverage cited in the same post.

According to @KobeissiLetter, September headline PPI rose 2.7% year over year versus 2.6% expected, while core PPI eased to 2.6% versus 2.7% expected, indicating a mixed inflation signal for markets (source: @KobeissiLetter). They state that PPI inflation is less concerning than the weakening labor market, shifting focus to growth risks over price pressures (source: @KobeissiLetter). They add that a December Fed rate cut is now anticipated, implying a potential pivot toward easier policy (source: @KobeissiLetter). For crypto traders, the combination of a softer core print and rising rate-cut odds can support risk appetite for BTC and ETH, though the headline PPI beat may temper immediate upside until yields and dollar traction confirm the move (source: @KobeissiLetter).

According to @CNBC, U.S. Treasury yields held steady as traders focused on prospects for a Federal Reserve rate cut, keeping attention on interest-rate expectations as the next market catalyst for risk assets, including crypto (source: @CNBC).

According to CNBC, Wall Street enters Thanksgiving week with questions centered on the durability of the AI trade and the outlook for potential Federal Reserve rate cuts, positioning these themes at the forefront of near-term market focus for traders and investors, source: CNBC.

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 @StockMKTNewz, Morgan Stanley no longer expects Jerome Powell and the US Federal Reserve to cut interest rates in December. According to @StockMKTNewz, the post did not include additional details on the rationale or alternative timing for policy easing.

According to the source, today’s roundup flags multiple market-moving items across Fed policy, U.S. crypto legislation, Coinbase earnings, dYdX expansion, Ondo–Chainlink RWA, Standard Chartered’s tokenization forecast, JPMorgan tokenization, Ethereum onchain activity, and a TRUMP memecoin-related acquisition plan. To deliver a factual, trading-oriented brief with proper citations and actionable levels, please share the official primary sources for each claim so we can verify and quantify the crypto market impact. Items and primary sources needed for verification and trading analysis: • Fed rate cut, QT end, and T-bill reinvestment from Dec. 1: Source to cite: Federal Reserve FOMC statement, Implementation Note, and New York Fed Desk statement on SOMA reinvestments at federalreserve.gov and newyorkfed.org. • Bipartisan crypto market structure bill push during U.S. government shutdown: Source to cite: Congress.gov bill text, committee releases, and sponsoring senators’ official statements. • Coinbase Q3 $432.6M net income, volume, and stablecoin revenue surge: Source to cite: Coinbase Investor Relations Q3 shareholder letter, 10-Q/8-K filings at investor.coinbase.com and sec.gov. • dYdX plans U.S. expansion by 2026 and spot trading: Source to cite: dYdX Foundation or dYdX Trading Inc. official blog/press releases. • Ondo and Chainlink partnership for tokenized securities oracle: Source to cite: Ondo Finance newsroom and Chainlink blog/press center. • Standard Chartered RWA to $2T by 2028: Source to cite: Standard Chartered Research or official report download page at sc.com/research. • JPMorgan tokenized private equity fund on Kinexys with 2026 rollout: Source to cite: JPMorgan Onyx press releases or newsroom at jpmorgan.com/onyx. • Ethereum 1.6M+ daily transactions and ~$0.01 gas: Source to cite: Etherscan.io, Ultrasound.money, or Dune Analytics dashboards with time-stamped charts. • TRUMP memecoin issuer in talks to acquire Republic’s U.S. operations: Source to cite: Official statements from the memecoin issuer, Republic press releases, or regulatory filings. Once the above links are provided, we will produce a concise trading brief with exact figures, time stamps, on-chain metrics, potential flows, and scenario-based trade setups, including BTC and ETH directional risks, altcoin beta sensitivity, and RWA/tokenization beneficiaries.

According to @MI_Algos, the Federal Reserve delivered a second 25 bps rate cut that was fully priced, while Chair Powell guided markets not to expect a December cut but hinted at a potential pause to QT in December, a quiet liquidity tailwind that could support risk assets more than the cut itself (source: @MI_Algos). According to @MI_Algos, the lack of an immediate upside in BTC, ETH, and altcoins stems from the rate cut being anticipated and from Powell’s cautious outlook amid data constraints tied to a government shutdown, leaving traders to weigh liquidity versus uncertainty (source: @MI_Algos). According to @MI_Algos, post-meeting comments from Trump about a highly positive conversation with Xi buoyed sentiment, but the absence of a signed agreement and only a pause on China’s rare earth export limits leave conviction weak and keep tail risks like tariffs in play (source: @MI_Algos). According to @MI_Algos, near term BTC is expected to trade in a wide range as markets digest a likely no-cut December paired with a possible QT pause, favoring a headline-driven, conviction-light tape where savvy traders can fade intraday extremes (source: @MI_Algos). According to @MI_Algos, a key market tell is BTC dominance: if BTC.D rolls over while TOTAL3 rises, it signals rotation into select higher-beta alts; if BTC grinds sideways and dominance bleeds, the market may be saying rotate or go risk-off (source: @MI_Algos). According to @MI_Algos, if a December cut is truly off the table and China delays, the regime shifts to good news equals profit-taking and bad news equals bad news, increasing volatility as labor, inflation, and tariff data get overweighted into November (source: @MI_Algos).

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 Fed cut interest rates again, signaled an uncertain path ahead, and emphasized policy remains restrictive, while planning to end QT on December 1. According to @KobeissiLetter, the committee is divided and continued labor market weakness would force further rate cuts. According to @KobeissiLetter, earnings from Meta, Microsoft, and Alphabet saw mixed price reactions, yet each company plans to invest over 100 billion dollars in CapEx next year, anchoring the AI build-out. According to @KobeissiLetter, the setup of rate cuts, QT ending, record AI CapEx, stagflation risk, and a potential US China trade deal defines the current market backdrop and underscores the AI revolution. For traders, according to @KobeissiLetter, this mix favors AI exposed equities and can be supportive for liquidity sensitive crypto such as BTC and ETH if policy eases with QT ending, while near term volatility stays elevated around mega cap earnings and macro headlines.

According to @BullTheoryio, the U.S. Federal Reserve cut the policy rate by 25 basis points and the move is framed as long-term bullish for markets including crypto, source: @BullTheoryio on X on Oct 29, 2025. For trading, confirm the decision via the Federal Reserve’s official statement and press conference before positioning, then monitor BTC and ETH for potential risk-on follow-through tied to easier policy, source: @BullTheoryio on X and Federal Reserve Board official communications.

According to @santimentfeed, markets are pricing a 25 basis point Federal Reserve rate cut today, and traders will parse Chair Powell’s guidance on future easing and a possible end to quantitative tightening, which could catalyze a BTC rebound if dovish signals are confirmed, source: Santiment (Oct 29, 2025). Santiment reports the S&P 500 hit a new all‑time high on weak breadth with roughly 80% of stocks declining, Nvidia tagging $200, while BTC dipped ahead of the decision as whales accumulated, signaling confidence into the Fed event, source: Santiment (Oct 29, 2025). Santiment notes Monad’s MON airdrop reveal is driving heavy engagement, with varied allocations fueling volatility expectations among early participants and active traders seeking stake in the new network, source: Santiment (Oct 29, 2025). Santiment states Western Union will launch a dollar‑backed stablecoin USDPT on Solana in early 2026 to cut cross‑border costs, reflecting a shift from prior XRP testing and potentially accelerating mainstream stablecoin adoption on SOL, source: Santiment (Oct 29, 2025). Santiment highlights a Solana ETF launch in Hong Kong that is boosting trading interest in SOL, while BitcoinOS (BOS) listed across multiple major exchanges with incentives that are supporting liquidity and attention to Bitcoin scalability narratives, source: Santiment (Oct 29, 2025). Santiment adds traders are focused on liquidity conditions and technical setups for potential year‑end rallies across crypto, with macro, airdrop distributions, and new listings acting as near‑term catalysts, source: Santiment (Oct 29, 2025).

According to @ReutersBiz, tech stocks lifted global markets on optimism about a potential Nvidia breakthrough in China while investors weigh a likely Federal Reserve cut, with Microsoft, Alphabet, and Meta due to report. Source: Reuters Business Watchlist noted by @ReutersBiz: Nvidia’s potential China breakthrough, the likely Fed cut being weighed by markets, and upcoming earnings from Microsoft, Alphabet, and Meta that concentrate near term event risk for traders across risk assets including crypto. Source: Reuters Business