@CrypNuevo warned that Bitcoin faces a volatile week with FOMC, PCE data and major earnings reports, noting that retail liquidations sit at $78.8k and are likely to be tested next.

According to @Andre_Dragosch, the Federal Reserve is likely to maintain an easing bias at least until May 2026 and could cut further under a new chair, citing Truflation real time gauges that indicate near-zero inflation (BLS CPI comparison 0.51% Y/Y, custom US CPI 1.21% Y/Y, US PCE 1.46% Y/Y), per @truflation. The author frames the prospective policy path as brrr all the way, linking the low inflation readings to a sustained dovish stance, per @Andre_Dragosch.

According to @cas_abbe, the December Fed rate path is nearly locked after PCE met expectations and Core PCE came in lower than expected, signaling cooler inflation pressures (source: @cas_abbe on X, Dec 5, 2025). The author states US companies cut 1.17 million jobs in 2025, indicating a very weak labor market and reinforcing recession risk as a spike in unemployment is a classic warning signal (source: @cas_abbe on X, Dec 5, 2025). He adds that aggressive Fed rate cuts have historically coincided with weak market performance and that simultaneous declines in inflation and growth reflect a deflationary backdrop (source: @cas_abbe on X, Dec 5, 2025). He argues rate cuts alone may be insufficient and that the Fed would need to inject liquidity to keep the economy moving; otherwise, crypto could face a highly volatile 2026 with BTC and ETH especially sensitive to liquidity and unemployment trends (source: @cas_abbe on X, Dec 5, 2025).

According to @BullTheoryio, Nov 20 brings the delayed September Jobs Report where higher unemployment would lift early rate-cut odds and support risk assets including BTC, while a low jobless rate would keep the Fed patient and markets cautious, source: @BullTheoryio. Nov 26 delivers a Q3 GDP update alongside October personal income, spending, and PCE, where softer growth and inflation would ease policy expectations and aid crypto, while hot readings could pressure risk assets, source: @BullTheoryio. Dec 5 Non-Farm Payrolls becomes the first clean post-shutdown labor read, with weaker job growth supportive for crypto and equities and stronger hiring keeping volatility elevated, source: @BullTheoryio. Dec 10 CPI and Dec 11 PPI for November will shape Q1 2026 policy expectations, with falling inflation reinforcing rate-cut bets and liquidity improvement, while upside would sustain a tighter stance and near-term downside for risk assets, source: @BullTheoryio. Dec 19 wraps with final Q3 GDP, November personal income and spending, and existing home sales, where weak data would bring forward support and strong data would push the cut timeline out, source: @BullTheoryio. If the data skew risk-on, BTC could rally toward a new all-time high into Q1 2026, source: @BullTheoryio.