According to Edward Dowd (@DowdEdward), recent US data reveals a significant and sustained increase in disability rates beginning in 2021 (source: US Bureau of Labor Statistics via DowdEdward on Twitter, June 19, 2025). This shift is prompting institutional investors to reassess labor participation models, which could influence US economic growth projections. For crypto traders, heightened uncertainty around US workforce stability may drive increased demand for decentralized assets like Bitcoin (BTC) and Ethereum (ETH) as hedges against traditional market volatility. The trend also raises questions about future Federal Reserve policy, potentially impacting USD-pegged stablecoins and overall crypto market sentiment.

According to The Kobeissi Letter, the proposed economic policy would incentivize labor force participation and stimulate the economy, potentially increasing consumer spending. However, current signs indicate a weakening in spending, with restaurant growth declining to -3.9% as of July 2024.