According to @CryptoMichNL, Bitcoin (BTC) is poised for a vertical move in the coming days, presenting a near-term breakout setup for traders (source: @CryptoMichNL on X, Oct 29, 2025). He adds that Ethereum (ETH) is likely to follow this move, implying correlated upside in major altcoins (source: @CryptoMichNL on X, Oct 29, 2025). He expects a new BTC all-time high within the next month, citing anticipated rate cuts driven by weakening labor markets as the macro catalyst (source: @CryptoMichNL on X, Oct 29, 2025).

According to @Ashcryptoreal, US stocks posted the highest daily close in history while Bitcoin struggled near $116,000, indicating relative underperformance in crypto versus equities (source: @Ashcryptoreal on X, Oct 28, 2025). The author alleges crypto prices are being suppressed by market manipulation and leverage, with both long and short positions liquidated to profit market makers on both sides (source: @Ashcryptoreal on X, Oct 28, 2025). They expect a major breakout driven by liquidity tailwinds from anticipated rate cuts, the end of QT, and rotation out of gold into crypto (source: @Ashcryptoreal on X, Oct 28, 2025). Specifically, the author projects BTC to reach $150,000–$180,000 in Nov–Dec and ETH to reach $7,500–$12,000 in Nov–Jan, advising patience for Q4 targets (source: @Ashcryptoreal on X, Oct 28, 2025).

According to @StockMarketNerd, six near-term macro tailwinds are aligning for risk assets—QT ending, rate cuts coming, improving trade news, strong Big Bank credit data, full-employment conditions, and a pro-equity midterm election backdrop, source: @StockMarketNerd on X, Oct 27, 2025. The author frames this as a setup to take advantage of rather than fade, implying supportive momentum for equities and liquidity-sensitive crypto such as BTC and ETH if these conditions persist, source: @StockMarketNerd on X, Oct 27, 2025.

According to @CryptoMichNL, BTC is facing a crucial resistance zone, so he expects limited price movement around the CPI release based on his Oct 24, 2025 market update on X. According to @CryptoMichNL, he anticipates a potential breakout next week if the FOMC ends quantitative tightening and begins rate cuts, per the same source. According to @CryptoMichNL, a potential US government shutdown could add to market volatility and act as a catalyst, as stated in his Oct 24, 2025 commentary.

According to @CryptoMichNL, gold fell more than 8% in a single session, marking extreme volatility and a likely local peak that could push capital to rotate into other assets (source: @CryptoMichNL). He adds that Bitcoin (BTC) initially surged on the move but retraced, and he expects that weakness not to persist as rotation flows favor BTC (source: @CryptoMichNL). He argues a soft CPI print could fuel rate-cut expectations and the end of the government shutdown, restoring risk-on appetite and potentially driving a new BTC advance (source: @CryptoMichNL).

According to @KobeissiLetter, institutional investors’ cash allocation has fallen to 3.8%, a 12-year low, signaling reduced preference for cash versus risk assets (source: @KobeissiLetter). According to @KobeissiLetter, global debt jumped by $14 trillion in Q2 2025 to a record $337.7 trillion, while rate cuts are expected to arrive into a stagflation backdrop and the Federal Reserve’s independence may erode (source: @KobeissiLetter). According to @KobeissiLetter, this macro mix is pushing flows toward stocks at record highs, gold, silver, and crypto, with the stance summarized as “own assets” (source: @KobeissiLetter). According to @KobeissiLetter, corporations are investing hundreds of billions into AI and governments are likely to join the AI arms race, implying additional money printing that could support hard assets and digital assets (source: @KobeissiLetter). For traders, according to @KobeissiLetter, the thesis implies potential tailwinds for the crypto market as fiat purchasing power erodes and liquidity stays loose, making rotation into digital assets a key risk-on theme to monitor (source: @KobeissiLetter).

According to @KobeissiLetter, the current macro setup features Fed rate cuts while Core PCE inflation runs at 2.9%+ for the first time in three decades, a rapidly deteriorating US labor market outlook, and deficit spending above $2 trillion per year (source: The Kobeissi Letter). The author states that jobs reports are suspended due to a government shutdown, creating a data gap as they expect two more Fed rate cuts in 2025 amid stagflation (source: The Kobeissi Letter). The author also highlights that the Magnificent Seven are spending over $100B per quarter on AI CapEx, underscoring a major corporate investment cycle to monitor (source: The Kobeissi Letter). The trading takeaway from the author is clear: own assets rather than hold cash, which digital-asset traders can map to positioning and volatility monitoring under a stagflation-plus-liquidity regime (source: The Kobeissi Letter).

According to @AltcoinGordon, FTX will distribute $5 billion in stablecoins to users tomorrow, positioning this as a liquidity catalyst into Q4 and upcoming rate cuts that could fuel a bull run (source: @AltcoinGordon). The post frames the timing as the perfect storm for a parabolic move but provides no official documentation or court notice to verify the payout details or schedule (source: @AltcoinGordon). Traders can monitor on-chain stablecoin exchange inflows, BTC and ETH spot volumes, and derivatives funding around the stated date to confirm whether new capital actually reaches markets (source: @AltcoinGordon for event timing). Given the single-source nature of the claim, risk controls and confirmation of funds credited to user accounts are prudent before positioning on the thesis (source: @AltcoinGordon).

According to @GracyBitget, Bitcoin’s price is currently driven by macro factors including rate-cut expectations, trade war developments, AI/tech progress or bubble risk, and the implementation of crypto-friendly policies. source: @GracyBitget on X, Sep 21, 2025. She states the traditional four-year cycle has weakened, with a potential medium-term high in November 2025, while both current levels and that prospective high are likely to be relatively low when viewed over the next five years. source: @GracyBitget on X, Sep 21, 2025. She also notes the blockchain sector remains early and close to capital, with strong demand for talent in public chain and ZK engineering, crypto financial products and venture strategy, and GameFi/NFT application design. source: @GracyBitget on X, Sep 21, 2025.

According to @AltcoinGordon, the latest crypto sell-off is a manipulated dump and he will not be shaken out, signaling a hold-through-volatility stance, source: X post by @AltcoinGordon on Sep 15, 2025. He adds that rate cuts are only days away, framing the drop as a shakeout ahead of an anticipated macro catalyst, source: X post by @AltcoinGordon on Sep 15, 2025. This post indicates his bullish conviction and preference to maintain or add exposure into expected policy decisions despite near-term downside, source: X post by @AltcoinGordon on Sep 15, 2025.

According to @CryptoMichNL, BTC has broken above a key resistance zone and the 20-day moving average, signaling a short-term bullish shift in momentum for crypto markets, source: X post by @CryptoMichNL on 2025-09-10 https://twitter.com/CryptoMichNL/status/1965841451679367548. He adds that the latest U.S. PPI print came in well below expectations, which he argues increases the odds of substantial rate cuts and improves the business cycle backdrop, source: X post by @CryptoMichNL on 2025-09-10 https://twitter.com/CryptoMichNL/status/1965841451679367548. A break and hold above the 20-day moving average is commonly used by traders as a momentum trigger and potential dynamic support, which can favor risk-on positioning while price remains above it, source: Investopedia Moving Average https://www.investopedia.com/terms/m/movingaverage.asp. Based on this setup, he expects altcoins to outperform in the near term, making monitoring BTC’s hold above the 20-day MA and alt/BTC relative strength key trading factors, source: X post by @CryptoMichNL on 2025-09-10 https://twitter.com/CryptoMichNL/status/1965841451679367548.

According to @cas_abbe, Q4 has been very bullish for BTC in 2023 and 2024, with ETF approval cited as the 2023 catalyst and Trump’s win cited as the 2024 catalyst, source: @cas_abbe, X, Sep 6, 2025. According to @cas_abbe, the bullish setup for Q4 2025 is driven by potential rate cuts, pro-crypto regulation, retirement funds access, more than $7T sitting in money-market funds, and Treasury stealth QE as named catalysts for BTC, source: @cas_abbe, X, Sep 6, 2025. According to @cas_abbe, these catalysts support a bullish bias for BTC into Q4 and the author characterizes a bearish stance as a mistake, source: @cas_abbe, X, Sep 6, 2025.

According to @cas_abbe, M2 money supply in the US, China, EU, and Japan has reached new all-time highs, indicating broad liquidity expansion (source: @cas_abbe, Sep 6, 2025). According to @cas_abbe, BTC remains about 10% below its all-time high despite this liquidity backdrop (source: @cas_abbe, Sep 6, 2025). According to @cas_abbe, global rate cuts have started and the US is expected to begin cutting this month, a calendar catalyst traders may monitor for BTC volatility and breakout attempts (source: @cas_abbe, Sep 6, 2025).

According to @KobeissiLetter, the S&P 500 hit a new record high and is up 35% from its April 2025 bottom following a very weak jobs report. The account stated the report was weak enough to solidify expectations for rate cuts without sparking panic on Wall Street. The account added the market expects rate cuts into higher inflation and that asset owners should benefit, a view traders can apply to risk assets including BTC and ETH for positioning around liquidity-sensitive moves.

According to @EricBalchunas, the U.S. jobs report is delayed and any outcome will be both bad and good for markets, framing a trade-off between an improving economy and the appeal of rate cuts. Source: Eric Balchunas on X, Sep 5, 2025, https://twitter.com/EricBalchunas/status/1963939724977930676 Traders should structure scenarios around this trade-off: if markets prefer signs of improving growth, the implication is reduced urgency for rate cuts; if markets prefer rate cuts, the path of yields becomes the dominant driver of risk appetite. Source: Eric Balchunas on X, Sep 5, 2025, https://twitter.com/EricBalchunas/status/1963939724977930676 For crypto, this means monitoring rates expectations and Treasury yields as key inputs for beta exposure in BTC and ETH around the release and immediate aftermath. Source: Eric Balchunas on X, Sep 5, 2025, https://twitter.com/EricBalchunas/status/1963939724977930676

According to @secondswap_io, U.S. jobs data drives global liquidity and crypto reacts more sharply to these shifts than other assets, amplifying market moves for traders, source: @secondswap_io. A weaker-than-expected jobs print boosts rate-cut expectations and typically rallies risk assets and crypto by improving perceived liquidity conditions, source: @secondswap_io. A stronger-than-expected print revives hawkish fears and drains liquidity, pressuring risk assets and amplifying downside in crypto, source: @secondswap_io. To address liquidity needs without breaking vesting schedules during macro swings, the firm is building issuer-approved secondary markets for locked tokens to deliver predictable liquidity for communities, source: @secondswap_io. The company frames the trading backdrop as macro headlines driving flows while token unlocks drive supply, positioning its platform to help participants navigate both with confidence, source: @secondswap_io.

According to @52kskew, BTC rebounded off visible bid depth with roughly $100M bought back, signaling renewed market demand (source: @52kskew on X, Sep 5, 2025). According to @52kskew, perpetual futures positioning shows a clear rotation out of shorts and hedges ahead of a major NFP release, with most expecting further progress toward rate cuts (source: @52kskew on X, Sep 5, 2025). According to @52kskew, traders should look for strength and sustained demand, especially on holds above $111K as an intraday confirmation level (source: @52kskew on X, Sep 5, 2025).

According to @milesdeutscher, gold is exploding, trading cards are ripping, stocks are making new highs, and rate cuts are coming (source: @milesdeutscher on X, Sep 3, 2025). According to @milesdeutscher, these signals indicate the market cycle is not over and may be entering a crazy phase, suggesting continued risk-on momentum (source: @milesdeutscher on X, Sep 3, 2025). For trading, this view from @milesdeutscher supports monitoring high beta assets and crypto majors like BTC and ETH for momentum continuation and liquidity driven breakouts, while tracking gold and equity strength as confirmation (source: @milesdeutscher on X, Sep 3, 2025).

According to @MilkRoadDaily, Jesse Eckel argues the next crypto bull run could begin in October, driven by the combination of prospective rate cuts, potential stimulus checks, and a flatlined business cycle (source: @MilkRoadDaily). He adds that this setup could extend the rally into 2026, outlining an investing strategy and timeline for traders to watch in Q4 (source: @MilkRoadDaily).

According to @MilkRoadDaily, altcoins have historically averaged around 3x gains in each cut cycle, indicating that liquidity phases tend to disproportionately lift alts versus the broader crypto market; source: Milk Road on X, Aug 26, 2025: https://twitter.com/MilkRoadDaily/status/1960443385279656078. For trading, this suggests favoring altcoin exposure during confirmed cut-cycle liquidity conditions to capture the cited historical outperformance; source: Milk Road on X, Aug 26, 2025: https://twitter.com/MilkRoadDaily/status/1960443385279656078.