According to @KobeissiLetter, the Fed cut interest rates again, signaled an uncertain path ahead, and emphasized policy remains restrictive, while planning to end QT on December 1. According to @KobeissiLetter, the committee is divided and continued labor market weakness would force further rate cuts. According to @KobeissiLetter, earnings from Meta, Microsoft, and Alphabet saw mixed price reactions, yet each company plans to invest over 100 billion dollars in CapEx next year, anchoring the AI build-out. According to @KobeissiLetter, the setup of rate cuts, QT ending, record AI CapEx, stagflation risk, and a potential US China trade deal defines the current market backdrop and underscores the AI revolution. For traders, according to @KobeissiLetter, this mix favors AI exposed equities and can be supportive for liquidity sensitive crypto such as BTC and ETH if policy eases with QT ending, while near term volatility stays elevated around mega cap earnings and macro headlines.

According to @Ashcryptoreal, US stocks posted the highest daily close in history while Bitcoin struggled near $116,000, indicating relative underperformance in crypto versus equities (source: @Ashcryptoreal on X, Oct 28, 2025). The author alleges crypto prices are being suppressed by market manipulation and leverage, with both long and short positions liquidated to profit market makers on both sides (source: @Ashcryptoreal on X, Oct 28, 2025). They expect a major breakout driven by liquidity tailwinds from anticipated rate cuts, the end of QT, and rotation out of gold into crypto (source: @Ashcryptoreal on X, Oct 28, 2025). Specifically, the author projects BTC to reach $150,000–$180,000 in Nov–Dec and ETH to reach $7,500–$12,000 in Nov–Jan, advising patience for Q4 targets (source: @Ashcryptoreal on X, Oct 28, 2025).

According to @BullTheoryio, Bitcoin (BTC) is tracing gold’s 2024 breakout by compressing in a multi-year ascending wedge and approaching a similar breakout point. According to @BullTheoryio, gold has cooled and is down about 9 percent from its peak, a zone that historically precedes profit rotation from the slow hedge gold into the high-beta hedge BTC. According to @BullTheoryio, the Federal Reserve is preparing another 25 bps rate cut while quantitative tightening is ending, turning liquidity back on and matching the macro mix that fueled prior major BTC rallies. According to @BullTheoryio, unlike gold’s defensive move driven by debasement fears and central bank buying, the next BTC leg is positioned as an offensive move driven by liquidity, adoption, and institutional demand. According to @BullTheoryio, this rotation pattern appeared in 2020 and is setting up again now, implying a breakout and momentum trade bias favoring BTC as liquidity inflects.