According to @WatcherGuru, President Trump stated that the U.S. stock market keeps hitting all-time highs because of tariffs in a post dated December 11, 2025, source: @WatcherGuru on X, December 11, 2025. The cited post provides no index-level data, timing details, or policy specifics, limiting immediate, quantifiable trading signals for equities or crypto, source: @WatcherGuru on X, December 11, 2025. The post does not reference digital assets, and no direct crypto market impact is stated in the source material, source: @WatcherGuru on X, December 11, 2025.

According to @AltcoinDaily, Fed Chair Jerome Powell is expected to cut the policy rate by 25 bps at today’s FOMC press conference (source: @AltcoinDaily). The Federal Reserve issues any rate change via the FOMC policy statement before the press conference, with the decision typically released at 2:00 pm ET and the press conference following shortly after, which defines the key headline-risk windows for markets (source: Federal Reserve).

According to André Dragosch on X (Dec 10, 2025), Bitcoin (BTC) average returns around FOMC windows are 5D +0.9%, 10D +3.9%, 20D +11.1%, and 50D +28.6% (Source: André Dragosch on X, Dec 10, 2025). The corresponding excess returns versus non-FOMC baselines are 5D -0.9%, 10D ~0%, 20D +2.1%, and 50D -0.9% (Source: André Dragosch on X, Dec 10, 2025). Excess performance is defined as event performance minus the average performance over the same horizon, such as 5D, 10D, 20D, or 50D (Source: André Dragosch on X, Dec 10, 2025). With excess performance fluctuating around 0%, the data indicate almost no significant performance effect from FOMC meetings on BTC compared to non-FOMC dates, suggesting limited historical alpha for event-timed BTC trades around FOMC outcomes (Source: André Dragosch on X, Dec 10, 2025).

According to @CNBC, U.S. Treasury yields edged lower as investors awaited delayed inflation data, signaling a softer rates backdrop into the release. Source: CNBC. For traders, easing yields are a supportive macro input for risk assets and warrant close monitoring of BTC and ETH price action around the data window as crypto often reacts to shifts in U.S. rates and the dollar during key inflation prints. Source: CNBC.

According to @KobeissiLetter, US tariff revenue surged 281% year over year in October to a record $34.2 billion, source: @KobeissiLetter. Over the three months ending October, customs and certain excise tax receipts totaled $96.8 billion, exceeding the entire Fiscal Year 2024 amount, source: @KobeissiLetter.

According to @WatcherGuru, JPMorgan stated that crypto is emerging as a tradable macro asset (source: Watcher.Guru tweet dated 2025-11-25). The source provides only the quoted headline without a primary JPMorgan report, price context, or flow data, so traders should treat this as unverified headline risk until a primary document is available (source: Watcher.Guru tweet dated 2025-11-25). Without the underlying JPMorgan note, there is no validated guidance on correlations, desk coverage, or allocation frameworks to justify position changes (source: Watcher.Guru tweet dated 2025-11-25).

According to @StockMKTNewz, the post on X stated that "We may never get October's CPI data." source: @StockMKTNewz on X, Nov 12, 2025. The Consumer Price Index is the official U.S. inflation report published monthly by the U.S. Bureau of Labor Statistics; if the October release is unavailable, a primary input used by traders to calibrate Federal Reserve rate expectations via CME FedWatch would be missing. sources: U.S. Bureau of Labor Statistics; CME Group. For crypto markets, institutional access to BTC and ETH via CME Bitcoin and Ether futures makes macro data windows operationally important for positioning and hedging across risk assets. source: CME Group. Until there is official guidance, traders can monitor proxy gauges such as the Cleveland Fed Inflation Nowcasting, Treasury 10-year breakeven inflation, and ISM Prices Paid to infer inflation trends. sources: Federal Reserve Bank of Cleveland; U.S. Department of the Treasury; Institute for Supply Management. Market participants should monitor the U.S. Bureau of Labor Statistics for status updates or advisories regarding the October CPI report. source: U.S. Bureau of Labor Statistics.

According to Reuters Business, the ongoing U.S. government shutdown has lasted longer than any previous episode, breaking precedent (Reuters Business). Reuters Business reports that for the second consecutive month, official jobs data has not been released (Reuters Business). Reuters Business states that the absence of these releases makes it hard to know what is happening in the labor market, limiting visibility for trading decisions that depend on labor indicators (Reuters Business).

According to @KobeissiLetter, the ISM Manufacturing PMI decreased by 0.4 points in October to 48.7, the lowest since July (source: @KobeissiLetter; source: Institute for Supply Management). This marks the eighth consecutive monthly contraction in the headline PMI, remaining below the 50 threshold (source: @KobeissiLetter; source: Institute for Supply Management). New Orders printed 49.4 and stayed in contraction for the eighth month out of the last nine (source: @KobeissiLetter; source: Institute for Supply Management). The Employment Index came in at 46.0, posting a ninth straight monthly contraction (source: @KobeissiLetter; source: Institute for Supply Management). Prices Paid fell 3.9 points to 58.0, the fourth consecutive monthly decline, suggesting weakening demand is easing cost pressures (source: @KobeissiLetter; source: Institute for Supply Management). ISM notes that readings below 50 indicate contraction in manufacturing activity, reinforcing the contractionary signal across headline, new orders, and employment (source: Institute for Supply Management).