According to @CNBC, investors received the rate cut they had been waiting for, and focus now shifts to what can extend the ongoing bull market in equities. source: @CNBC tweet dated Sep 20, 2025 Lower policy rates ease financial conditions and have historically supported risk assets, including stocks and crypto such as BTC and ETH, which have shown increasing co-movement with equities. source: IMF Global Financial Stability Report 2022; IMF analysis on rising crypto equity correlations in 2022 Traders should monitor central bank forward guidance and the reaction of longer term yields, as these directly influence discount rates, valuation multiples, and risk appetite. source: IMF Global Financial Stability Report 2022 For crypto positioning, watching real yields and broader financial conditions is key, as easier conditions have coincided with stronger BTC and ETH performance during past easing phases. source: IMF Global Financial Stability Report 2022

According to @OnchainDataNerd, around nine hours after a rate cut, a whale acquired 25,000 ETH (about 108.2 million USD) via Wintermute and supplied the entire amount to Aave; address: intel.arkm.com/explorer/address/0xd8d041705735cd770408AD31F883448851F2C39d. Source: @OnchainDataNerd on X; Arkham Intelligence. On Aave, deposits increase pool liquidity and influence supply and borrow rates per the protocol’s interest rate model, making this transaction relevant for DeFi funding dynamics. Source: Aave Docs https://docs.aave.com/faq/

According to @rovercrc, next week’s FOMC could feature a rate cut alongside fresh economic projections and the Fed’s dot plot, which would clarify how many policy cuts officials see this year and beyond. Source: @rovercrc on X, Sep 14, 2025. The Federal Reserve releases the Summary of Economic Projections and the dot plot at projection meetings to show participants’ expected paths for the federal funds rate, growth, unemployment, and inflation. Source: Board of Governors of the Federal Reserve System, Summary of Economic Projections. For trading, focus on the dot plot median for the current and next two years, the longer-run rate, and updates to core PCE inflation projections, as these drive rate-path repricing that can swing BTC and ETH via funding costs and liquidity conditions. Source: Board of Governors of the Federal Reserve System, Summary of Economic Projections; Board of Governors of the Federal Reserve System, Financial Stability Report. Traders commonly gauge rate-cut odds using the CME FedWatch Tool and adjust positioning around the FOMC statement and the Chair’s press conference, with crypto markets reacting to shifts in yields and the US dollar after policy surprises. Source: CME Group FedWatch Tool; Board of Governors of the Federal Reserve System communications. Event risk typically lifts implied volatility into FOMC weeks across futures and options, warranting careful position sizing and hedging. Source: CME Group derivatives market education.

According to @bobbyong, the run-up to the September 17 FOMC meeting is likely to see heightened crypto market volatility (source: @bobbyong). According to @bobbyong, deeper declines before September 17 could position the market for a stronger upside reaction if the Federal Reserve delivers a rate cut on that date (source: @bobbyong). According to @bobbyong, if the Fed does not cut rates on September 17, he expects materially further downside in crypto prices (source: @bobbyong). According to @bobbyong, the Fed decision is the key near-term trading catalyst for crypto, including majors like BTC and ETH, with path-dependent outcomes based on pre-decision price action (source: @bobbyong).

According to Michaël van de Poppe, the latest FOMC meeting did not result in an expected rate cut, leading to a market downturn and Bitcoin (BTC) losing its trading range. Van de Poppe highlights this as a strategic opportunity for accumulation, suggesting that while further declines are possible in the short term, the downturn is unlikely to persist. He anticipates new all-time highs for Bitcoin in August or September, suggesting traders should monitor price action closely and consider building positions during this period of weakness (source: Michaël van de Poppe).

According to @rovercrc, Dogecoin (DOGE) has surged over 6% in the past 24 hours, leading gains among major cryptocurrencies as Bitcoin (BTC) approached the $110,000 mark. This market rally is fueled by renewed hopes for a Federal Reserve rate cut and eased fears around U.S. tariffs after officials clarified the hikes would not be immediate. Jeff Mei, COO at BTSE, noted that markets rallied on the news that countries will have more time to negotiate on tariffs. Bitcoin gained 1.1% to trade above $109,000, while Ether (ETH) added 2.5% to reach $2,570. Eugene Cheung, CCO at OSL, stated that the BTC bounce and ETH inflows show traders are rotating into long-term value assets to seek shelter from macro volatility. Concurrently, stablecoins are identified as the 'quiet winners' of the current cycle, with Circle's (USDC) stock and valuation rising significantly and even euro-backed stablecoins surging 44% on the year. DOGE's outperformance was marked by trading volumes crossing $1.5 billion, coinciding with Elon Musk's plans for an 'America Party'.

According to @Andre_Dragosch, the stronger-than-expected U.S. June jobs report has significantly altered market expectations for a Federal Reserve rate cut, impacting Bitcoin's (BTC) price trajectory. The Bureau of Labor Statistics reported that nonfarm payrolls increased by 147,000, surpassing the forecast of 110,000, while the unemployment rate fell to 4.1%. In response to this robust economic data, Bitcoin (BTC) experienced a modest dip to just under $109,000 after recently topping $110,000 for the first time in a month. The strong labor market data reinforces the Federal Reserve's patient stance on monetary policy, with traders on CME FedWatch increasing the odds of rates holding steady in July from 75% to 95% immediately following the report. Consequently, the probability of a September rate cut declined from 95% to 78%. Analysts at HTX Research had previously noted that a strong jobs report could trigger a technical correction for BTC if it breaks below the $104,000 support level.

According to @KobeissiLetter, the U.S. Dollar Index (DXY) has fallen below the 98 mark for the first time since early 2022, a development that could signal a significant run for cryptocurrencies like Bitcoin (BTC). A weaker dollar is historically correlated with a risk-on sentiment, which eases global financial conditions and boosts liquidity for speculative assets. This decline is attributed to several factors, including U.S. headline inflation coming in at 2.4%, slightly below expectations, as cited in the report. This has solidified market beliefs in a more dovish Federal Reserve, with the CME FedWatch Tool now indicating a 99.8% probability of a rate cut at the June meeting. The analysis also notes that growing de-dollarization narratives are further pressuring the dollar, creating a potentially favorable environment for a crypto market rally.

According to The Kobeissi Letter, the US is facing a deficit spending crisis as the president calls for a 250 basis point rate cut, CPI inflation nears the Fed's 2% target, and effective tariff rates approach historical highs, while the US stands on the brink of conflict with Iran (source: The Kobeissi Letter, Twitter, June 20, 2025). These fiscal and geopolitical pressures create heightened volatility across financial markets, with crypto assets like BTC and ETH positioned as alternative hedges against macroeconomic risk. Traders should closely monitor how potential rate cuts and escalating geopolitical events may drive capital flows into digital assets, amplifying short-term trading opportunities.

According to The Kobeissi Letter, the US is facing a significant deficit spending crisis as indicated by four key factors: the president's call for a 250 basis point rate cut, escalating tensions with Iran, CPI inflation approaching the Federal Reserve's 2% target, and US effective tariff rates reaching historic highs (source: The Kobeissi Letter, Twitter, June 20, 2025). These developments suggest increased fiscal instability, which has historically driven volatility in both traditional and cryptocurrency markets. Traders should watch for heightened BTC and ETH price action in response to potential rate cuts and geopolitical risks, as these macroeconomic signals often trigger shifts in digital asset flows and risk appetite.

According to market analysis, the dollar index (DXY) fell below 98 for the first time since early 2022, signaling a weakening U.S. dollar that historically boosts risk assets like bitcoin (BTC). U.S. headline inflation came in at 2.4% year-over-year, below the consensus estimate of 2.5%, strengthening expectations for a dovish Federal Reserve policy shift. The CME FedWatch Tool shows a 99.8% probability of a rate cut in June, with the target range expected to drop to 4.25-4.50%. Growing de-dollarization narratives and policy uncertainty from the Trump administration's trade policies are accelerating the dollar's decline, as warned by Bank of America.

According to Mihir (@RhythmicAnalyst), bond yields have remained steady following the May CPI print, indicating that the bond market does not anticipate a Federal Reserve rate cut in the near future (source: Twitter, June 11, 2025). This signals ongoing tight monetary policy, which historically puts pressure on risk assets including cryptocurrencies such as BTC and ETH. Crypto traders should factor in the likelihood of sustained higher yields, which may limit bullish momentum in the near term.

According to The Kobeissi Letter, there is an 85% chance that no rate cut will occur in May, despite President Trump's calls for lower rates. Fed Chair Powell has indicated a lack of urgency in adjusting rates, influencing market sentiment and impacting trading strategies.

According to Crypto Rover, U.S. inflation is significantly decreasing, suggesting a potential rate cut by the Federal Reserve could be imminent, which may impact cryptocurrency markets by increasing liquidity and potentially driving up prices.

According to @KobeissiLetter, rate cut expectations for 2025 are dropping significantly. Initially, prediction markets anticipated a base case of 3 interest rate cuts in 2025, but this forecast has now decreased to a median of just 2.6 cuts, as reported by @Kalshi. Additionally, the likelihood of a rate cut occurring before June 2025 has also diminished.

According to Cas Abbé, the FOMC rate cut decision is scheduled for today at 2 PM ET, with the market consensus leaning towards no rate cut. The focus will shift to Powell's press conference at 2:30 PM ET, where a dovish tone could potentially trigger a significant rally in the cryptocurrency markets.

According to Milk Road, the market is 99% confident that there will not be a rate cut, as indicated by recent market sentiment and analysis.

According to Michaël van de Poppe (@CryptoMichNL), the focus this week is on the FED, with inflation showing signs of improvement but no rate cut expected. The forward-looking picture of the FED is crucial, and if Quantitative Tightening (QT) ends in the next 1-2 months, altcoins are expected to perform well.

According to Crypto Rover, the unemployment rate has come in higher than expected, leading to a 45.3% chance of a rate cut on May 7th. This development is considered bullish for Bitcoin, as lower interest rates could increase investment in risk assets like cryptocurrencies.

According to Crypto Rover (@rovercrc), the European Central Bank (ECB) has cut its deposit facility rate by 25 basis points to 2.50%, a move that is considered bullish for Bitcoin. This rate cut could lead to increased liquidity in the market, potentially driving up the price of Bitcoin as investors seek higher returns in alternative assets.