According to @KobeissiLetter citing data from @Kalshi, prediction markets now expect less than 2 interest rate cuts in 2025, with the median forecast at 1.9 cuts, down sharply from a peak of 4 cuts in April. This shift has led to continued rises in yields as the 'higher for longer' monetary policy narrative returns. For crypto traders, this development could mean reduced liquidity and a potentially stronger US dollar, both of which historically pressure Bitcoin and altcoin prices. Market participants should closely monitor yield trends and Federal Reserve commentary for short- to mid-term trading strategies. (Source: @KobeissiLetter on Twitter, May 28, 2025)

According to The Kobeissi Letter, financial markets showed significant sensitivity to the recent pullback in U.S. Treasury yields, driving a broad rally across risk assets, including major cryptocurrencies (source: The Kobeissi Letter, May 27, 2025). Lower yields have historically boosted crypto prices by making alternative assets more attractive, and today's market reaction reinforced this correlation. For traders, sustained lower yields could depend on factors such as dovish Federal Reserve policy, moderated inflation, and stable economic growth (source: The Kobeissi Letter). Monitoring yield trends remains crucial for active crypto traders, as further declines may trigger additional upside in Bitcoin, Ethereum, and other digital assets.

According to Crypto Rover, the U.S. money supply is on the verge of a breakout, which historically leads to increased liquidity and potential upward pressure on cryptocurrency prices. The tweet highlights that a surge in money printing, often referred to as 'printers go brrr', can devalue fiat currency and drive investors toward digital assets like Bitcoin and Ethereum. Traders should monitor the M2 money supply data and related Federal Reserve policy decisions, as increased liquidity often correlates with bullish crypto market movements (Source: Crypto Rover on Twitter, May 25, 2025).

According to @MacroCharts, a majority of respondents in a recent market sentiment survey do not expect imminent Federal Reserve easing. This delay in anticipated rate cuts suggests continued cautious sentiment among traders, which is likely to keep crypto market volatility elevated and dampen short-term bullish momentum for assets such as Bitcoin and Ethereum. Traders should monitor macroeconomic data and Fed communications closely, as any shift in expectations around monetary policy could drive rapid changes in crypto price action. Source: @MacroCharts Twitter poll.

According to The Kobeissi Letter, the US 30-year bond yield has reached 5.15% for the first time since October 2023, a level not seen outside of that month since July 2007 (Source: The Kobeissi Letter, May 22, 2025). This significant spike in long-term yields reflects increasing investor concern over persistent inflation and the Federal Reserve's reluctance to implement rate cuts. For cryptocurrency traders, this higher yield environment could prompt further outflows from risk assets like Bitcoin and Ethereum into safer government bonds, potentially increasing volatility in the crypto markets. Traders should closely monitor any policy response or intervention signals from political figures, as rapid changes could impact both bond and crypto market sentiment.

According to The Kobeissi Letter, surging US deficit spending, heightened inflation expectations, and a 'higher for longer' Federal Reserve policy are causing US interest rates to climb rapidly. The US budget deficit now stands at 7% of GDP, creating pressure on bond yields and financial markets. For cryptocurrency traders, these macroeconomic shifts can intensify volatility and drive increased demand for digital assets as investors seek alternatives to traditional markets. Source: The Kobeissi Letter (May 21, 2025).

According to Crypto Rover, U.S. inflation has increased by 0.64 percentage points in the past 18 days, raising concerns that the Federal Reserve may delay interest rate cuts if inflation is not controlled. This scenario is considered bearish for Bitcoin and altcoins, as higher inflation and postponed rate cuts typically lead to reduced liquidity and risk appetite in crypto markets (source: Crypto Rover on Twitter, May 20, 2025). Traders should closely monitor U.S. macroeconomic indicators, as persistent inflation could continue to pressure digital asset prices in the near term.

According to The Kobeissi Letter, President Trump stated that 'the consensus of almost everybody is that the Fed should cut rates,' and reiterated his criticism of Fed Chair Powell as 'Too Late Powell.' This public call for lower interest rates signals growing pressure on the Federal Reserve to ease monetary policy. For traders, a rate cut could weaken the US dollar and boost risk assets—including Bitcoin, Ethereum, and other cryptocurrencies—by increasing liquidity and investor appetite for alternative assets. Market participants should monitor upcoming Fed statements and economic data for signs of a policy shift, as any confirmation of dovish action may trigger increased volatility and upward momentum in the crypto market (Source: The Kobeissi Letter, May 17, 2025).

According to Milk Road's coverage of the Consensus 2025 discussion with Matt Hougan, the session focused on how macroeconomic indicators such as interest rate policy, inflation, and global liquidity are shaping current crypto trading strategies. Hougan highlighted that persistent inflation and uncertain rate cuts by the Federal Reserve are contributing to increased volatility in Bitcoin and Ethereum markets, leading traders to adjust positions and increase hedging activities. The analysis emphasized that macroeconomic shifts continue to directly influence the risk appetite and capital flows within major cryptocurrencies, reinforcing the importance of monitoring economic policy developments for short-term trading decisions (source: Milk Road, May 15, 2025).

According to Stock Talk (@stocktalkweekly), the latest US Producer Price Index (PPI) data came in lower than expected, with PPI year-over-year at 2.4% versus the 2.5% estimate, and month-over-month at -0.5% compared to the 0.2% estimate. Core PPI year-over-year matched estimates at 3.1%, but core PPI month-over-month surprised with a -0.4% reading against a 0.3% forecast. For crypto traders, this weaker-than-expected inflation data could signal a less aggressive Federal Reserve stance on interest rates, potentially supporting bullish sentiment in Bitcoin and altcoins due to reduced tightening pressure. Source: Stock Talk (@stocktalkweekly, May 15, 2025).

According to Crypto Rover, the US Core Producer Price Index (PPI) has dropped to 2.4% in May 2025, coming in lower than market expectations. This decrease in core inflation is typically interpreted as a bullish signal for risk assets, including Bitcoin and the broader cryptocurrency market, as it may increase the likelihood of more accommodative monetary policy from the Federal Reserve. Lower-than-expected inflation data often leads to increased investor appetite for cryptocurrencies due to potential USD weakening and improved liquidity conditions. (Source: Crypto Rover on Twitter, May 15, 2025)

According to Evan (@StockMKTNewz), the US Producer Price Index (PPI) for April declined by 0.5% month-over-month, surpassing estimates of a 0.2% drop. April retail sales rose by 0.1% MoM, slightly above the expected flat reading, while 229,000 new unemployment claims were filed last week, exceeding forecasts. These mixed economic signals suggest easing inflation pressures with resilient consumer spending, factors that typically influence Federal Reserve policy expectations and risk sentiment in the crypto market. Traders may see short-term volatility in Bitcoin and altcoins as investors reassess the outlook for US interest rates and liquidity conditions. (Source: Twitter - @StockMKTNewz)

According to @KobeissiLetter citing @Kalshi, following the US-China trade deal, market participants now anticipate only two interest rate cuts by the Federal Reserve in 2025. This adjustment in rate expectations signals a less dovish monetary policy outlook, which could dampen liquidity flows into risk assets like cryptocurrencies. Historically, fewer rate cuts tend to strengthen the US dollar, potentially exerting downward pressure on Bitcoin and altcoin prices as crypto markets often react inversely to tighter monetary conditions. Traders should monitor the evolving macroeconomic landscape, as reduced rate cut expectations may shift capital allocation strategies across digital assets. (Source: @KobeissiLetter, @Kalshi, May 13, 2025)

According to Evan (@StockMKTNewz), the latest US Consumer Price Index (CPI) year-over-year inflation rate has reached its lowest level since February 2021 (source: @StockMKTNewz, May 13, 2025). This significant drop in inflation may influence the Federal Reserve's monetary policy decisions, potentially increasing risk appetite among traders in both traditional and crypto markets. Historically, lower inflation readings support expectations for looser monetary policy, which has been bullish for major cryptocurrencies like Bitcoin and Ethereum. Traders are closely monitoring for potential volatility and positive momentum across digital asset markets following this CPI release.

According to Crypto Rover, the latest US Consumer Price Index (CPI) report shows the smallest year-over-year increase since February 2021, signaling easing inflation pressures (source: Crypto Rover on Twitter, May 13, 2025). This data strengthens expectations that the Federal Reserve may move toward interest rate cuts, a development historically seen as positive for risk assets like Bitcoin and other cryptocurrencies. Traders should watch for increased market volatility and potential upward momentum in major crypto assets as institutional investors may reallocate capital toward digital assets in anticipation of a more accommodative monetary policy (source: US Bureau of Labor Statistics via Crypto Rover).

According to Evan (@StockMKTNewz), JPMorgan has updated its forecast, now expecting Jerome Powell and the Federal Reserve to implement the first interest rate cut in December 2025, instead of the previously anticipated September timeline. The bank also reduced its projected probability of a US recession in 2025 to less than 50 percent (source: @StockMKTNewz, May 13, 2025). For crypto traders, this delayed rate cut could extend the current tight liquidity environment, potentially leading to continued volatility and subdued momentum in major cryptocurrencies like Bitcoin and Ethereum. Investors should closely monitor macroeconomic indicators and Fed communications for any shifts that might impact risk asset flows.

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.

According to Evan (@StockMKTNewz), the upcoming week in the stock market is set to feature significant catalysts that traders should monitor closely, including major earnings reports, Federal Reserve policy updates, and macroeconomic data releases. These events historically cause increased volatility not only in equities but also in the cryptocurrency market, as institutional investors often adjust crypto portfolios in response to stock market shifts. Traders are advised to watch correlations between tech earnings and Bitcoin price movements, as well as potential impacts from inflation data on stablecoins and altcoins. Source: @StockMKTNewz on Twitter, May 11, 2025.

According to The Kobeissi Letter, US wholesale used vehicle prices surged by 4.9% year-over-year in April 2025, reaching their highest level since October 2023. Month-over-month, car prices increased by 2.7%, marking the second consecutive monthly gain based on verified market data. For crypto traders, this persistent inflationary pressure could influence Federal Reserve policy expectations, potentially impacting Bitcoin and altcoin volatility as investors adjust to shifting macroeconomic conditions (source: @KobeissiLetter, May 8, 2025).

According to The Kobeissi Letter, leading inflation indicators are turning upward, with the New York manufacturers' prices paid index surging to 51 points in April 2025—the highest level since August 2022. Similarly, the Philadelphia manufacturing prices paid index also climbed to 51, its peak since July 2022 (source: The Kobeissi Letter on Twitter). Rising input costs in these key regional manufacturing hubs signal accelerating inflation pressures, which could prompt tighter monetary policy from the Federal Reserve. For crypto traders, this environment often leads to increased volatility as investors reassess risk assets like Bitcoin and Ethereum, given their historical sensitivity to inflation data and monetary policy shifts.