According to @BullTheoryio, the US Federal Reserve will stop quantitative tightening from December 1 and the source frames this as bullish for altcoins, with the post published on Oct 29, 2025. Source: @BullTheoryio on X. Traders should seek confirmation via official FOMC statements and the New York Fed’s System Open Market Account operating schedule, which detail balance sheet policy decisions and implementation. Source: FederalReserve.gov; Federal Reserve Board; Federal Reserve Bank of New York Markets. For context, the FOMC voted on May 1, 2024 to slow the pace of balance-sheet runoff starting June 2024 by reducing Treasury redemption caps, altering the expected path of reserve balances versus prior QT. Source: Federal Reserve FOMC Statement, May 1, 2024; Federal Reserve H.4.1 Statistical Release. If confirmed, a QT stop would mechanically halt SOMA portfolio runoff and is consistent with stabilizing reserve balances relative to continuing QT; crypto traders can monitor H.4.1 reserve balances, the ICE U.S. Dollar Index (DXY), 2Y U.S. Treasury yields, and stablecoin net issuance for liquidity cues. Source: Federal Reserve Bank of New York SOMA; Federal Reserve H.4.1; ICE Data Indices DXY; U.S. Department of the Treasury; Coin Metrics network data. Positioning per the source’s bullish-alt view: watch ETH/BTC relative strength, total altcoin market cap ex-BTC, and perpetual funding rates around any official announcement window. Source: @BullTheoryio on X; TradingView market aggregates; Binance Futures data.

According to Crypto Rover (@rovercrc), Bitcoin rallied from $15K to $124K even as the Federal Reserve executed the harshest quantitative tightening in BTC’s history, underscoring price resilience during shrinking liquidity (source: Crypto Rover on X). Federal Reserve H.4.1 releases and the FRED WALCL series show the Fed’s total assets contracted by more than $1 trillion from the 2022 peak, confirming a substantial QT regime that traders monitor for liquidity impact (sources: Federal Reserve H.4.1; FRED WALCL). In the last major QE phase, Fed assets expanded by roughly $4 trillion from March 2020 to late 2021 while BTC climbed from about $5K to near $69K, highlighting Bitcoin’s positive sensitivity to balance‑sheet expansion (sources: Federal Reserve/FRED; TradingView BTCUSD). Conversely, during the 2022 tightening cycle with aggressive rate hikes and QT initiation, BTC fell from its 2021 peak toward ~$15.5K, reinforcing the macro-liquidity linkage (sources: Federal Reserve FOMC statements; TradingView BTCUSD). For trade setup planning, market participants track policy pivot inputs cited by the FOMC—Core PCE inflation, labor market data such as the unemployment rate, and forward guidance—because these factors directly shape liquidity expectations (sources: BEA for Core PCE; BLS for unemployment; Federal Reserve FOMC statements).

According to @MacroScope17, Bitcoin (BTC) price movement is closely tied to changes in global M2 money supply, while Ethereum (ETH) responds more directly to US Federal Reserve quantitative easing (QE) and interest rate cuts. Since 2022, the ongoing Federal Reserve quantitative tightening (QT) program has reduced market liquidity, affecting both BTC and ETH trading dynamics (source: @MacroScope17 on Twitter). Traders should monitor global liquidity trends and central bank policy shifts for strategic positioning.