According to @Andre_Dragosch, shifts in US financial conditions tend to lead Bitcoin’s (BTC) performance, highlighting financial conditions as a leading macro input for BTC timing; source: Andre Dragosch on X, Sep 23, 2025. He adds that prospective Federal Reserve rate cuts will most likely prolong the current BTC rally well into 2026; source: Andre Dragosch on X, Sep 23, 2025.

According to The Kobeissi Letter on Twitter, US financial conditions have reached their tightest level since the 2020 pandemic, surpassing the constraints of the rapid Fed hike cycle in 2022. This tightening is attributed to a pullback in stock markets, which could have significant implications for cryptocurrency trading as investors seek alternative assets. [source: The Kobeissi Letter]

According to The Kobeissi Letter on Twitter, US financial conditions have become the tightest since the 2020 pandemic, surpassing the tightness experienced during the rapid Fed hike cycle of 2022. This shift is primarily due to a significant pullback in stock markets, indicating increased pressures on liquidity and borrowing costs affecting cryptocurrency trading and investment strategies.