According to Charlie Bilello, US stocks, home prices, gold, money supply, and national debt are at all-time highs, CPI inflation has averaged about 4% per year since January 2020, and the Federal Reserve cut rates today and will start quantitative easing on Friday (source: Charlie Bilello on X, Dec 10, 2025). For crypto traders, shifts toward rate cuts and QE indicate looser financial conditions that have been associated with higher beta risk performance, and crypto’s correlation with equities has strengthened in recent years under such conditions (source: IMF, Crypto Prices Move More in Sync With Stock Prices, 2022). Quantitative easing expands the central bank balance sheet and adds liquidity to the financial system, a macro backdrop traders often monitor for potential flows into Bitcoin (BTC) and Ethereum (ETH) alongside other risk assets (source: Federal Reserve Board, explanation of quantitative easing; source: IMF, 2022; source: Charlie Bilello on X, Dec 10, 2025).

According to Michaël van de Poppe, the unemployment rate printed higher than expected, signaling labor market weakness (source: Michaël van de Poppe on X, Nov 20, 2025). He states this could push the Federal Reserve toward quantitative easing and rate cuts if the weakness persists (source: Michaël van de Poppe on X, Nov 20, 2025). He adds that the print changes little technically for now, with PMI data due tomorrow as the next key release to watch (source: Michaël van de Poppe on X, Nov 20, 2025).

According to @rovercrc, quantitative tightening could stop soon and quantitative easing might return, which the author states would be insanely bullish for Bitcoin (BTC), source: @rovercrc on X, Oct 18, 2025. For traders, this post signals a pro-liquidity macro stance and a bullish bias toward BTC if such policy shifts occur, source: @rovercrc on X, Oct 18, 2025.