According to @ai_9684xtpa, during ETH’s pre-rate-cut rally the trader executed take-profit orders across the $3,300 to $3,500 range, trimming 3,400 ETH and realizing $568,000 in profit, source: @ai_9684xtpa. According to @ai_9684xtpa, the trader then re-entered at slightly lower prices and currently holds 11,100 ETH valued at $36.17 million with an average entry price of $3,260.88, source: @ai_9684xtpa. According to @ai_9684xtpa, as ETH began to pull back, the long position flipped from profit to loss, source: @ai_9684xtpa.

According to @ai_9684xtpa, ETH briefly hit resting bid levels and the address labeled by the author as the 10/11 flash-crash short insider had all orders filled, adding 19,108.69 ETH; Source: @ai_9684xtpa on X. The address 0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae now holds 120,094.52 ETH valued at $392 million with an average entry price of $3,177.89 and an unrealized profit of $10.13 million; Source: @ai_9684xtpa on X and Hyperbot Network wallet tracker. The author also notes the position has not been reduced following a rate cut event; Source: @ai_9684xtpa on X.

According to @ai_9684xtpa, a trader known as the 1011 flash-crash short insider increased an ETH long to 100,985.83 ETH, over 335 million USD notional, with a 3,158.57 average entry before the rate cut decision was announced; source: X post by @ai_9684xtpa on Dec 10, 2025 and on-chain tracker at hyperbot.network/trader/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae. ETH briefly reached 3,447 with unrealized profit peaking at 29.17 million USD before pulling back to 16.81 million USD; source: X post by @ai_9684xtpa on Dec 10, 2025. A limit buy for 19,108.68 ETH at 3,280, worth 62.67 million USD, remains unfilled; source: X post by @ai_9684xtpa on Dec 10, 2025 and order details on hyperbot.network/trader/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae. After the decision, no position reduction was observed; source: X post by @ai_9684xtpa on Dec 10, 2025 and position status on hyperbot.network/trader/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae. Key actionable levels from the tracked activity are 3,447 (intraday high), 3,280 (large resting bid), and 3,158.57 (average cost basis); source: X post by @ai_9684xtpa and hyperbot.network/trader/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae.

According to @charliebilello, US stocks, home prices, and gold are at all-time highs, money supply and national debt are also at record levels, CPI inflation has averaged 4% per year since January 2020 (double the Fed’s 2% target), and he states the Fed is set to cut rates again next week (source: Charlie Bilello on X, Dec 5, 2025). This macro mix of record asset prices, elevated inflation, and anticipated policy easing is a trading-relevant backdrop that can influence risk positioning across equities, gold, and digital assets such as BTC and ETH (source: Charlie Bilello on X, Dec 5, 2025).

According to @ReetikaTrades, a scenario of a rate cut, renewed QE, US stocks at all-time highs, gold at all-time highs, the US Dollar Index at 0, and a new dovish Fed chair could still see Bitcoin register only a 0.5% green candle, suggesting muted price response even under highly risk-on conditions, source: @ReetikaTrades on X, Nov 21, 2025. According to @ReetikaTrades, traders should watch those macro triggers as potential catalysts for BTC liquidity and sentiment shifts while aligning expectations to a modest near-term move outlined by the source, source: @ReetikaTrades on X, Nov 21, 2025.

According to @CryptoMichNL, crypto is pulling back in a typical pre-FOMC risk-off move, with BTC and altcoins trending lower, source: @CryptoMichNL on X - https://twitter.com/CryptoMichNL/status/1983563900701274477. He advises avoiding leverage into tonight’s FOMC due to likely whipsaws and fake moves before the real trend emerges, source: @CryptoMichNL on X - https://twitter.com/CryptoMichNL/status/1983563900701274477. He adds that a Fed rate cut combined with stopping quantitative tightening would be extremely bullish for risk-on assets including BTC, citing the recent gold correction as evidence of a shifting regime, source: @CryptoMichNL on X - https://twitter.com/CryptoMichNL/status/1983563900701274477.

According to the source, analysts argue that an end to the Federal Reserve’s quantitative tightening (QT) would likely be a stronger upside catalyst for Bitcoin (BTC) than a single policy rate cut because halting balance sheet runoff stops USD liquidity from shrinking (source: Federal Reserve FOMC statement, May 1, 2024; Board of Governors H.4.1 statistical release). Traders should watch the FOMC statement and Chair Powell’s remarks for any signal of ending or further slowing QT, including changes to Treasury/MBS runoff caps or reinvestment guidance, which directly affect the pace of reserve creation (source: Federal Reserve, FOMC communications). Immediate cross-asset reads for BTC include the U.S. Dollar Index (DXY), the 2-year Treasury yield, and 10-year real yields, where a weaker dollar and falling real yields typically coincide with easier financial conditions that have supported risk assets historically (sources: ICE for DXY; U.S. Treasury and Federal Reserve for yields). Rate-cut odds are commonly tracked via futures-implied probabilities on the CME FedWatch Tool, which helps quantify policy path expectations for trade timing around the decision (source: CME Group, FedWatch Tool).

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.