According to The Kobeissi Letter, US wholesale used vehicle prices surged by 4.9% year-over-year in April 2025, reaching their highest level since October 2023. Month-over-month, car prices increased by 2.7%, marking the second consecutive monthly gain based on verified market data. For crypto traders, this persistent inflationary pressure could influence Federal Reserve policy expectations, potentially impacting Bitcoin and altcoin volatility as investors adjust to shifting macroeconomic conditions (source: @KobeissiLetter, May 8, 2025).

According to The Kobeissi Letter, leading inflation indicators are turning upward, with the New York manufacturers' prices paid index surging to 51 points in April 2025—the highest level since August 2022. Similarly, the Philadelphia manufacturing prices paid index also climbed to 51, its peak since July 2022 (source: The Kobeissi Letter on Twitter). Rising input costs in these key regional manufacturing hubs signal accelerating inflation pressures, which could prompt tighter monetary policy from the Federal Reserve. For crypto traders, this environment often leads to increased volatility as investors reassess risk assets like Bitcoin and Ethereum, given their historical sensitivity to inflation data and monetary policy shifts.

According to Edward Dowd, headline CPI is expected to fall below 2% within the next 6-12 months (source: Twitter/@DowdEdward, May 5, 2025). This forecast signals potential shifts in Federal Reserve policy, which could lead to increased liquidity and risk appetite in cryptocurrency markets. Traders should monitor CPI trends closely, as lower inflation could drive renewed capital inflows into major digital assets like Bitcoin and Ethereum, impacting short- and medium-term trading strategies.

According to Crypto Rover (@rovercrc), a potential interest rate cut by the Federal Reserve in 2025 is expected to drive significant upward momentum in cryptocurrency markets. Historically, lower rates have increased liquidity and risk appetite, often resulting in price pumps for Bitcoin and altcoins (source: Crypto Rover, Twitter, May 4, 2025). Traders should monitor upcoming Fed meetings and statements for rate policy shifts as these events are likely to impact short-term crypto price action.

According to Cas Abbé, the Federal Reserve's quantitative tightening (QT) program remains in effect and there will be no interest rate cut in May 2025, as cited directly from his Twitter post on May 3, 2025. This ongoing monetary policy limits liquidity and risk appetite in the crypto market, indicating that key conditions required for an Altseason—such as increased capital inflow and risk-on sentiment—are not yet present. Traders should monitor FED policy announcements closely, as any shift towards easing could quickly alter market dynamics for altcoins (Source: @cas_abbe, Twitter, May 3, 2025).

According to André Dragosch, PhD (@Andre_Dragosch), former President Trump has pressured Jerome Powell and the Federal Reserve to lower interest rates three times within the past month (source: Twitter, May 2, 2025). This repeated push for rate cuts is closely watched by crypto traders, as lower rates often lead to increased risk appetite and potential inflows into Bitcoin and altcoins. Historically, dovish Fed policies have correlated with bullish trends in digital assets, making these developments critical for short-term trading strategies and portfolio adjustments.

According to Crypto Rover (@rovercrc), former President Donald Trump has publicly called for the Federal Reserve to lower its interest rates, a move widely interpreted as super bullish for risk assets like Bitcoin and cryptocurrencies. Market participants view rate cuts as supportive of higher asset prices, with historical data indicating positive momentum for crypto markets when monetary policy eases (source: Crypto Rover Twitter, May 2, 2025). Traders are watching for potential increased inflows into Bitcoin and altcoins, anticipating possible rallies if the Fed responds to political pressure.

According to The Kobeissi Letter, US job openings in March 2025 dropped by 288,000 to 7.2 million, marking the second-lowest level since January 2021 and falling short of the expected 7.5 million. The decline was led by construction, transportation, private education, and real estate sectors. This weaker-than-anticipated labor data may increase expectations for a more dovish Federal Reserve stance, potentially impacting risk assets like Bitcoin, Ethereum, and equities as traders recalibrate interest rate expectations and market direction. Source: The Kobeissi Letter (April 30, 2025).

According to The Kobeissi Letter, US job openings fell by 288,000 in March 2025 to 7.2 million, marking the second-lowest level since January 2021 and missing analyst expectations of 7.5 million. The decline was led by sectors such as construction, transportation, private education, and real estate (source: The Kobeissi Letter on Twitter, April 30, 2025). This weaker-than-expected labor market data may influence Federal Reserve policy expectations, potentially increasing the likelihood of interest rate cuts. Lower interest rates are often bullish for both traditional equities and cryptocurrencies, as they reduce the opportunity cost of holding risk assets and can trigger capital inflows into Bitcoin, Ethereum, and other digital assets. Traders should monitor the FOMC's forthcoming statements and market reactions for potential volatility in crypto and stock indices in response to continued weakness in US employment metrics.

According to Michaël van de Poppe (@CryptoMichNL), the recent significant miss in US GDP data has heightened recession rumors, which may prompt the Federal Reserve to consider loosening monetary policy. This potential policy shift is expected to mark a market bottom, increase liquidity, and foster a risk-on environment favorable for crypto assets. Traders should monitor upcoming Federal Reserve announcements closely, as increased liquidity often drives short-term rallies in Bitcoin, Ethereum, and altcoins. Source: Twitter (@CryptoMichNL, April 30, 2025).

According to The Kobeissi Letter on Twitter, new data reveals that US GDP contracted by 0.3% in Q1 2025, defying consensus expectations of 0.3% growth. Additionally, the GDP Price Index surged to 3.7%, marking its highest level since August 2023 (source: @KobeissiLetter, April 30, 2025). For traders, this data signals stagflation risks, which often heighten volatility in risk assets like Bitcoin and Ethereum. The combination of economic contraction and accelerating inflation could pressure the Federal Reserve to delay rate cuts, creating uncertainty in both traditional and crypto markets. Traders should monitor Fed communications closely and anticipate potential risk-off moves as the market digests these developments.

According to The Kobeissi Letter, following this morning's data, the probability of the Federal Reserve implementing rate cuts beginning in June 2024 has increased to 61%. However, markets do not anticipate immediate cuts, signaling persistent stagflation risks and heightened uncertainty over the Fed's policy direction. This macroeconomic ambiguity has led to short-term volatility in major cryptocurrencies, as traders reassess risk exposure and await further signals from the Fed’s dual mandate. Source: The Kobeissi Letter on Twitter, April 30, 2025.

According to Crypto Rover, recent data shows US inflation is declining rapidly, which increases the likelihood of imminent interest rate cuts by the Federal Reserve. This policy shift is anticipated to unleash trillions in fresh liquidity into the cryptocurrency market, potentially driving strong bullish momentum for digital assets in 2025 (source: Crypto Rover on Twitter, April 29, 2025). Traders should closely monitor upcoming FOMC meetings and macroeconomic signals, as the influx of capital could trigger significant price movements across major cryptocurrencies.

According to The Kobeissi Letter, US existing home sales dropped by 5.9% month-over-month in March 2025, reaching an annualized rate of 4.02 million, the weakest March figure since 2009 and the largest monthly decline since November 2022 (source: The Kobeissi Letter on Twitter, April 27, 2025). This sharper-than-expected downturn signals growing economic headwinds, which could prompt traders to anticipate increased volatility in both equity and crypto markets as risk sentiment deteriorates and expectations for Federal Reserve policy shifts intensify.

According to @KobeissiLetter, the Nasdaq has experienced a significant drop, falling nearly 900 points since its recent high, despite a previous surge of 2,400 points from its April 7th low. This downturn was influenced by Fed Chair Powell's explicit statement that the 'Fed put' will not be intervening to stabilize the market in the near future. Traders should consider this shift in monetary policy stance when evaluating market positions. The lack of a safety net from the Federal Reserve could lead to increased market volatility, potentially affecting trading strategies.