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).

According to the source, gold continues to reach new all-time highs while Bitcoin (BTC) shows a strong correlation, highlighting active positioning in inflation-hedge trades, source: the source.

According to @KobeissiLetter, US temporary help services jobs fell by 9,800 in August to 2.5 million, the lowest level since September 2020 (source: @KobeissiLetter). According to @KobeissiLetter, excluding the 2020 pandemic, this is the lowest level in 13 years (source: @KobeissiLetter). According to @KobeissiLetter, on a year-over-year basis, temporary help services jobs recorded their 33rd consecutive monthly decline (source: @KobeissiLetter). According to @KobeissiLetter, since the March 2022 peak, the sector has lost 677,000 jobs, down 21.3%, exceeding the 20% drop seen in the 2001 recession (source: @KobeissiLetter). According to @KobeissiLetter, employment trends continue to deteriorate, signaling a weakening US labor market (source: @KobeissiLetter).

According to @KobeissiLetter, layoffs tied to store closures totaled 131,030, rising by nearly 50,000 year over year. According to @KobeissiLetter, cost-cutting via restructuring accounted for 96,871 job cuts, while bankruptcies added a further 35,744 cuts. According to @KobeissiLetter, AI is beginning to replace humans, with 20,219 job cuts attributed to artificial intelligence.

According to @iampaulgrewal, economic data should be fixed and available to all, and blockchains can provide this; he adds they are showing how together with DOC. Source: @iampaulgrewal on X, Aug 28, 2025. For trading, the post highlights two concrete attributes—immutability once posted and universal open access at release—that directly shape how timing-sensitive strategies source macro data. Source: @iampaulgrewal on X, Aug 28, 2025. No specific tokens, product details, or timelines were disclosed in the post. Source: @iampaulgrewal on X, Aug 28, 2025.

According to @cas_abbe, major cryptocurrencies including Bitcoin (BTC), XRP, and Dogecoin (DOGE) experienced a rally following positive remarks from U.S. Treasury Secretary Scott Bessent. Bessent indicated in a CNN interview that several trade deals are close to being finalized before the critical July 9 tariff deadline, as reported by Reuters. This news spurred Bitcoin to briefly surpass $109,000 with a 1% gain, while XRP and Solana (SOL) each rose over 2%, and Dogecoin (DOGE) saw a 3% increase, according to the source article. Traders are closely watching this macroeconomic development, as the failure to secure deals by July 9 could lead to the reinstatement of higher tariffs on August 1, a scenario that previously caused a sharp market downturn with BTC falling to $75,000 on April 2.

According to KobeissiLetter, major cryptocurrencies including Bitcoin (BTC), XRP, and Dogecoin (DOGE) rallied on prospects of new U.S. trade deals before the July 9 tariff deadline. The analysis highlights comments from U.S. Treasury Secretary Scott Bessent, who stated that several trade deals are close to being finalized, which could avert the reinstatement of higher tariffs on August 1. This macroeconomic development is significant for traders, as the initial tariff announcement in April caused BTC to plummet to $75,000 before recovering above $100,000 during a 90-day pause. Current market data shows BTC trading around $108,104. In a contrasting development, markets remained largely unfazed by renewed tariff threats against Canada. Coinbase analysts suggest this complacency stems from a belief that the tariffs will not be as inflationary as previously feared. This sentiment is reflected in recent price action, with crypto stocks like Coinbase (COIN) and Circle (CRCL) falling 6% and 16% respectively, while major cryptocurrencies saw more muted movements.

According to @CryptoMichNL, Bitcoin (BTC) is increasingly behaving like a traditional macro-driven risk asset, losing its status as an uncorrelated hedge. A report by NYDIG cited in the analysis highlights that Bitcoin's correlation with U.S. equities has reached 0.48, a level near the higher end of its historical range. This indicates that when Wall Street sentiment turns negative, Bitcoin is likely to follow suit. This trend is occurring while the Nasdaq hits new all-time highs and Bitcoin remains under pressure, a dynamic influenced by recent macroeconomic data suggesting potential stagflation. Furthermore, the analysis points out that the 'digital gold' narrative is weakening, as NYDIG notes Bitcoin's correlation to physical gold is near zero. For traders, the key takeaway is that this high correlation with equities may persist in the short to medium term as long as global risk sentiment, central bank policy, and geopolitical tensions remain the dominant market drivers.

According to The Kobeissi Letter, commodities have been steadily pricing in a US recession over the past two months, reflecting ongoing market concerns about economic slowdown and its direct influence on interest rate expectations. The analysis suggests that a recession scenario is increasingly seen by traders as the key path to achieving sustainably lower rates, which could have significant implications for commodities futures, macro-driven trading strategies, and crypto assets sensitive to rate movements (Source: The Kobeissi Letter, April 30, 2025).