According to @CNBC, Ray Dalio said a risky AI market bubble is forming, but it may not pop until the Federal Reserve tightens policy (source: CNBC). For traders, the timing cue highlighted is Fed tightening as the potential catalyst for an AI equity drawdown, per CNBC's report of Dalio's remarks (source: CNBC).

According to @rovercrc, BTC rallied from $15,000 to $124,000 during one of the harshest Federal Reserve tightening cycles, source: @rovercrc on X, Sep 1, 2025. The author asserts that a shift to quantitative easing (QE) could drive further upside in Bitcoin, source: @rovercrc on X, Sep 1, 2025. This post conveys strong bullish sentiment and a liquidity-driven trading narrative for monitoring policy pivots, source: @rovercrc on X, Sep 1, 2025.