According to the source, an economist warned that rapid Federal Reserve rate cuts could jolt BTC and altcoins up substantially. According to the source, the economist expects at least two more rate cuts this year.

According to the source, US rate cuts have begun, creating a divergence where macro turns risk-on while crypto signals caution, so position sizing should wait for market confirmation rather than headlines, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. Key watch items highlighted are BTC performance versus global USD liquidity for timing beta exposure, exchange net flows turning positive as confirmation, and ETH leadership over BTC before rotating into higher-beta alts, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. GDP and bank lending softness are cited as context for why the Fed is cutting, while equities shifting to risk-on provides a supportive backdrop once crypto microstructure improves, keeping the stance bullish but careful, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. The discussion also covers a Bitcoin cycle update and names to monitor such as KGeN and Figure Markets as part of the broader market landscape, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025.

According to @KobeissiLetter on X on Sep 17, 2025, 2025 is the third year since 1996 that Fed rate cuts began with the S&P 500 at or near record highs, with the prior instances in 2019 and 2024. According to @KobeissiLetter, when the Fed cuts rates within 2% of all-time highs, the S&P 500 has delivered an average +14% return over the following 12 months. According to @KobeissiLetter citing Fed Chair Jerome Powell’s press conference remarks, Powell said he is focused on containing inflation and unemployment rather than the stock market. According to IMF research published in 2022, crypto assets including BTC and ETH have shown increased correlation with U.S. equities, implying that equity-positive policy pivots can transmit to crypto risk sentiment. According to @KobeissiLetter, asset owners are positioned for what comes next, aligning positioning with the historical rate-cut playbook outlined in their analysis.

According to Charlie Bilello, current US equity valuations are exceeded only by the 1999-2000 dot-com period, while the Federal Reserve is now cutting rates rather than hiking as it did then (source: Charlie Bilello X post on Sep 15, 2025; source: his linked YouTube video). He highlights this policy-valuation divergence and openly questions whether it risks forming the biggest bubble, underscoring a critical macro backdrop for traders (source: Charlie Bilello X post on Sep 15, 2025). For crypto positioning, elevated stock valuations and easier policy can transmit to BTC and ETH via the rising post-2020 equity-crypto correlation documented by global authorities (source: IMF Global Financial Stability Report, October 2022).

According to @CNBC, historical market performance is often weak after rate cuts, particularly when the Federal Reserve cuts to stabilize a slowing economy, signaling late-cycle stress rather than a new bull trend for risk assets, which tempers near-term risk-on expectations for traders; source: CNBC. For crypto, cross-asset contagion risk is relevant because Bitcoin and equities became more correlated post-2020, meaning macro-driven equity drawdowns can transmit to BTC and ETH pricing during policy pivots; sources: IMF research (2022) and BIS analysis (2022).

According to @rovercrc, the Federal Reserve has confirmed upcoming rate cuts that he believes will trigger an explosive rally in risk assets (source: @rovercrc on X, Sep 15, 2025). He further predicts Ethereum (ETH) will reach $10,000, positioning ETH as the prime beneficiary of a Fed-driven liquidity upswing (source: @rovercrc on X, Sep 15, 2025). The post offers a directional long-ETH thesis but does not provide timing, evidence, or risk parameters, indicating traders would be following an author-stated momentum view tied to anticipated monetary easing (source: @rovercrc on X, Sep 15, 2025).

According to @rovercrc, rate cuts are coming Wednesday and he shared a historical Bitcoin versus Fed rates comparison to highlight macro’s impact on BTC price dynamics, source: Crypto Rover on X (Sep 15, 2025). According to @rovercrc, the post implies elevated event risk into the FOMC decision, prompting traders to monitor BTC volatility and manage exposure around the policy announcement, source: Crypto Rover on X (Sep 15, 2025). According to @rovercrc, the BTC versus Fed rates chart underscores watching correlation shifts between BTC and U.S. rates if a policy pivot materializes, source: Crypto Rover on X (Sep 15, 2025).

According to @KobeissiLetter, since 1975 there have been only six instances where the S&P 500 rose 30% or more over five months, and 2025 is one of them. Source: @KobeissiLetter; Carson Research via @KobeissiLetter. In those prior cases, the S&P 500 finished higher at both six and twelve months, with an average 12‑month gain of 18.1%. Source: Carson Research via @KobeissiLetter. The post adds that the Federal Reserve is about to begin cutting rates as the AI cycle accelerates, framing a pro‑risk backdrop. Source: @KobeissiLetter. For traders, this macro setup is being monitored as a potential tailwind for liquidity and risk appetite across equities and crypto markets. Source: @KobeissiLetter.

According to @AltcoinGordon, imminent Federal Reserve rate cuts followed by a restart of quantitative easing could spark a powerful crypto bull run and require early positioning to avoid being sidelined, which is an opinion and not an official policy signal. source: @AltcoinGordon on X The latest published Federal Reserve projections outlined a gradual path of potential rate reductions and did not announce QE, so traders should anchor plans to official FOMC statements and projections rather than assumptions. source: Federal Reserve Board, FOMC Summary of Economic Projections June 2024; Federal Reserve Board, balance sheet normalization communications 2022–2024 Historically, during the 2020–2021 QE phase, the Fed’s balance sheet expanded from roughly 4.2 trillion dollars to about 8.7 trillion dollars while BTC rose from around 7,000 dollars in January 2020 to about 69,000 dollars in November 2021, underscoring crypto’s sensitivity to liquidity. source: Federal Reserve Board H.4.1 statistical release; Yahoo Finance BTC-USD historical data To verify any shift toward QE, monitor the weekly H.4.1 release for sustained increases in securities holdings, which would indicate balance sheet expansion rather than ongoing runoff. source: Federal Reserve Board H.4.1 statistical release For rate-path confirmation, use the FOMC statement and Summary of Economic Projections at each meeting and cross-check market-implied probabilities via the CME FedWatch Tool as a real-time gauge. source: Federal Reserve Board FOMC statements and SEP; CME FedWatch Tool If the Fed formally signals easing, historical precedent suggests higher beta in BTC and ETH with stronger volumes and liquidity, whereas policy disappointment during the 2022–2023 tightening coincided with crypto drawdowns. source: Federal Reserve monetary policy communications 2020–2023; Yahoo Finance BTC-USD and ETH-USD historical data Risk management should assume QT may persist without a QE restart, which would keep systemic liquidity tighter than in 2020–2021 and cap upside for higher-beta altcoins relative to BTC and ETH. source: Federal Reserve Board balance sheet runoff communications 2022–2024; Federal Reserve Board H.4.1 statistical release

According to @KobeissiLetter, in each of the last 20 instances when the Fed cut rates with the S&P 500 at record highs, the index finished higher 12 months later, source: @KobeissiLetter on X citing Carson Research. The average 12-month S&P 500 return across those cases was 13.9 percent, source: Carson Research via @KobeissiLetter. However, in 11 of the last 22 similar episodes, stocks were lower one month after the cut, highlighting typical near-term volatility, source: @KobeissiLetter on X citing Carson Research. The author states that near-term volatility tends to create long-term buying opportunities, which traders can use to plan staggered entries and manage risk, source: @KobeissiLetter on X. For crypto participants, this equity pattern in a key risk proxy can inform BTC and ETH positioning around a rate-cut window, especially if a one-month dip precedes a 12-month drift higher, source: @KobeissiLetter on X citing Carson Research.

According to @CryptoMichNL, today’s CPI was a "nothing burger" with limited market impact (source: @CryptoMichNL). He states rates are in a strong downtrend and have already peaked (source: @CryptoMichNL). He adds the Federal Reserve will need to cut interest rates to stimulate the economy, implying further decline in yields (source: @CryptoMichNL). He compares the setup to Q1 2020 and says the bull market is now here for altcoins, suggesting a risk-on tilt in crypto markets (source: @CryptoMichNL).

According to @rovercrc, U.S. Non-Farm Payrolls annual revisions are due today and could drive heightened volatility across crypto markets. According to @rovercrc, if prior job growth was overstated, the Federal Reserve may have been too tight for too long, increasing the likelihood of faster rate cuts. According to @rovercrc, if job growth was understated, policy is likely to stay tight, creating a risk-off backdrop for crypto. According to @rovercrc, traders should brace for volatility around the release.

According to @MilkRoadDaily, Tom Lee projects BTC could reach 200,000 dollars by year-end, citing crypto’s hypersensitivity to Federal Reserve policy as the core driver (source: @MilkRoadDaily on X, Sep 8, 2025). @MilkRoadDaily states the Fed has been on pause for nine months and that rate cuts are expected to resume on September 17, making the FOMC decision a key event risk for BTC and broader crypto beta (source: @MilkRoadDaily on X, Sep 8, 2025). @MilkRoadDaily adds that in prior instances when the Fed began cutting, risk assets rallied, implying a bullish setup for BTC if cuts begin as expected (source: @MilkRoadDaily on X, Sep 8, 2025). Based on this thesis, traders may time exposure and volatility strategies around the September 17 FOMC to capture potential upside in BTC momentum (source: @MilkRoadDaily on X, Sep 8, 2025).

According to @rovercrc, the biggest altseason is about to begin on expectations that the Federal Reserve will cut rates and inject liquidity, source: @rovercrc on X. This is an opinion rather than an official policy signal and traders should verify against FOMC statements and the Fed calendar before positioning, source: Board of Governors of the Federal Reserve System. Check market implied rate cut probabilities using the CME FedWatch Tool to gauge how much easing is priced into BTC and altcoins, source: CME Group FedWatch. Monitor USD liquidity proxies such as the U.S. Treasury General Account and the Fed Overnight Reverse Repo balances to assess net liquidity conditions for risk assets, source: U.S. Department of the Treasury FiscalData; source: Federal Reserve Bank of New York. Track broader financial conditions that correlate with risk asset performance using the Chicago Fed National Financial Conditions Index, source: Federal Reserve Bank of Chicago. For crypto rotation timing, watch BTC dominance trending lower and total crypto market cap ex BTC expanding as signs of altseason breadth, source: TradingView; source: CoinMarketCap. Key macro catalysts that can invalidate an altseason thesis include CPI and employment releases that may shift Fed expectations, source: U.S. Bureau of Labor Statistics.

According to @cas_abbe, a synchronized expansion in U.S. and global liquidity could emerge as the Fed moves toward cuts, the U.S. Treasury runs buybacks, and foreign central banks expand M2, positioning Bitcoin (BTC) as a direct beneficiary, source: @cas_abbe, X post on Sep 7, 2025. According to @cas_abbe, this combination forms a constructive backdrop for BTC liquidity and price sensitivity to macro easing, source: @cas_abbe, X post on Sep 7, 2025.

According to Eric Balchunas, the US jobs report sets up a two-way trade: a weak print would increase expectations of Fed stimulus he calls Fed sugar, while a strong print would lower the odds of rate cuts. source: Eric Balchunas, X/Twitter, Sep 4, 2025 He notes the political optics may diverge from the market reaction, with weak jobs making Trump look bad and strong jobs helping the administration, and raises the possibility that markets could revert to a regime where bad news is treated as good news. source: Eric Balchunas, X/Twitter, Sep 4, 2025

According to @rovercrc, Federal Reserve Chair Jerome Powell has confirmed forthcoming rate cuts, implying a strong risk-on move across markets, source: Crypto Rover on X, Sep 2, 2025. According to @rovercrc, Ethereum ETH could reach 10,000 dollars with ease as risk assets rally, source: Crypto Rover on X, Sep 2, 2025. According to @rovercrc, the post provides no supporting macro data, timeline, or references to official Fed communications, source: Crypto Rover on X, Sep 2, 2025.

According to Omkar Godbole (@godbole17), the U.S. yield curve continues to bear steepen as long-duration yields rise faster than the short end, creating a bullish setup for non-yielding assets like gold and BTC; source: Omkar Godbole (@godbole17). He notes the 2-year Treasury yield is lagging due to market expectations of Federal Reserve rate cuts, which supports gold and BTC relative performance during this macro backdrop; source: Omkar Godbole (@godbole17). He adds that the bear steepening dynamic underpins a constructive bias for gold and BTC while the short end remains anchored by rate-cut pricing; source: Omkar Godbole (@godbole17).

According to @rovercrc, Fed Chair Jerome Powell is dovish and rate cuts are coming, signaling a bullish setup for crypto markets (source: @rovercrc on X, Aug 25, 2025). According to @rovercrc, Bitcoin (BTC) can rally to $150,000 and Ethereum (ETH) to $6,000 under this scenario (source: @rovercrc on X, Aug 25, 2025). According to @rovercrc, traders should brace for upside momentum in BTC and ETH as policy easing approaches (source: @rovercrc on X, Aug 25, 2025).

According to @KobeissiLetter, the Federal Reserve is set to cut interest rates even as inflation rebounds, a setup the stock market will favor with a risk-on response. According to @KobeissiLetter, wage growth will lag inflation in this environment, meaning asset owners are positioned to benefit while non-owners face eroding real incomes. According to @KobeissiLetter, the result mirrors the post-pandemic dynamic where the wealth gap expands as asset prices rise faster than wages.