According to @rovercrc, BTC has risen about 182% since the Federal Reserve began shrinking its balance sheet, source: @rovercrc on X, Sep 6, 2025. The post centers on how a potential shift back to expansionary policy, which would increase the Fed’s balance sheet, could affect BTC’s liquidity and price action, source: @rovercrc on X, Sep 6, 2025. Traders can monitor official liquidity and policy signals via the Federal Reserve’s weekly H.4.1 balance sheet release and FOMC communications to gauge potential BTC sensitivity to policy changes, source: Board of Governors of the Federal Reserve System, H.4.1 and FOMC. No specific timeframe or price targets are provided in the post, source: @rovercrc on X, Sep 6, 2025.

According to Mihir (@RhythmicAnalyst), the Federal Reserve’s preferred inflation gauge showed no reduction for April 2025, signaling persistent inflationary pressures (source: Twitter, May 30, 2025). This development suggests that the Fed may delay interest rate cuts, a factor historically linked to increased volatility and downward pressure in the cryptocurrency market. Crypto traders should monitor macroeconomic data closely, as continued high inflation could sustain a risk-off environment, limiting upside momentum for Bitcoin and altcoins.

According to The Kobeissi Letter, stock market futures fell over 1% following President Trump's announcement that 50% tariffs will be imposed on the European Union beginning June 1st (source: @KobeissiLetter, May 23, 2025). This sharp market reaction signals rising global economic uncertainty, which often drives increased volatility in the cryptocurrency market as traders seek alternative assets and hedge against traditional equity risks. Crypto investors should closely monitor macroeconomic developments and be prepared for potential liquidity inflows or outflows as traditional markets react to escalating trade tensions.

According to @StockMKTNewz, Barclays has updated its forecast regarding Federal Reserve rate cuts, now predicting only one rate cut in December 2025 instead of two cuts previously expected, with the first originally anticipated in July 2025 (source: Twitter). This revision signals a more cautious approach by the Fed, which could limit liquidity inflows into risk assets like Bitcoin and other cryptocurrencies. Traders should note that delayed rate cuts may sustain a stronger US dollar, potentially applying downward pressure on crypto prices in the near term. Monitoring Fed policy updates remains crucial for crypto market participants seeking to capitalize on macro-driven price movements.