According to The Kobeissi Letter, the average price of a new U.S. single-family home has remained below the price of an existing home for 12 consecutive months, marking the first such stretch in 54 years. Source: The Kobeissi Letter (Nov 27, 2025). For traders, a persistent housing price gap can ease shelter inflation with a lag, and shelter is the largest component in the CPI that the U.S. Bureau of Labor Statistics tracks, shaping rate expectations monitored by the Federal Reserve. Source: U.S. Bureau of Labor Statistics; Federal Reserve FOMC statements. Policy repricing typically transmits through Treasury yields and the U.S. Dollar Index, and crypto assets such as BTC and ETH often see elevated volatility around CPI releases and FOMC decisions. Source: Federal Reserve; ICE Data (U.S. Dollar Index); CME Group.

According to @cryptorover, Goldman Sachs expects the Federal Reserve to cut rates three more times—one in December and two in 2026—bringing the policy rate down to roughly 3.00–3.25%. Source: @cryptorover on X, Nov 9, 2025. If this path materializes, lower policy rates tend to reduce Treasury yields and ease financial conditions, historically supportive for risk assets including BTC and ETH. Source: Federal Reserve Board Monetary Policy Report; U.S. Department of the Treasury yield data; CoinGecko historical BTC and ETH data for 2019–2020 easing cycle. Traders can monitor CME FedWatch probabilities, the U.S. 10-year yield, and the U.S. Dollar Index for confirmation of easier conditions that often boost crypto liquidity and volatility. Source: CME FedWatch Tool; U.S. Department of the Treasury; ICE U.S. Dollar Index. Key risk: a re-acceleration in inflation or labor strength could quickly reprice cut expectations and weigh on crypto. Source: U.S. Bureau of Labor Statistics CPI and employment reports; Federal Reserve policy statements on data dependence.

According to @FoxNews, former CIA Director John Brennan and ex-FBI officials Peter Strzok and Lisa Page have been subpoenaed by a federal grand jury as part of the Justice Department’s probe into the origins of the Trump-Russia investigation, with up to 30 subpoenas expected in the coming days. Source: Fox News Digital https://www.foxnews.com/politics/brennan-strzok-page-subpoenaed-part-federal-russiagate-probe-sources Research links rising U.S. political uncertainty with higher asset-price volatility and risk premia, making headline-driven events like federal subpoenas relevant for trading risk management. Sources: Baker-Bloom-Davis Economic Policy Uncertainty https://www.policyuncertainty.com and Pastor-Veronesi NBER Working Paper 17464 https://www.nber.org/papers/w17464 For crypto traders, evidence shows Bitcoin’s relationships with traditional risk factors and uncertainty are time-varying, implying potential volatility clustering during uncertainty shocks rather than consistent safe-haven behavior. Source: Bouri et al., Is Bitcoin a Hedge, a Safe Haven and a Diversifier for Traditional Assets? SSRN https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2825107 Key instruments to monitor for headline risk transmission include VIX for equity volatility (Cboe), the U.S. Dollar Index DXY (ICE), BTC options implied volatility DVOL (Deribit), and perpetual futures funding rates (Binance) for positioning and liquidity stress. Sources: Cboe VIX https://www.cboe.com/tradable_products/vix/ ICE DXY https://www.theice.com/products/194/ICE-U.S.-Dollar-Index-Futures Deribit DVOL https://www.deribit.com/dvol Binance funding rates FAQ https://www.binance.com/en/support/faq/360033525031 The expectation of up to 30 additional subpoenas suggests rolling headline risk in the near term, warranting tighter event monitoring around U.S. political news flow. Source: Fox News Digital https://www.foxnews.com/politics/brennan-strzok-page-subpoenaed-part-federal-russiagate-probe-sources

According to @cas_abbe, Bitcoin BTC holding above 100K is being supported by the U.S. dollar and global liquidity rather than crypto specific headlines, the source states. The source indicates traders should anchor their BTC bias to USD trend and liquidity conditions when assessing breakdown risk or continuation potential, per @cas_abbe. The source suggests tracking the U.S. Dollar Index DXY and global liquidity gauges for confirmation signals on BTC trend sustainability, according to @cas_abbe.