According to The Kobeissi Letter, US homebuilder confidence dropped by 6 points in May 2025 to 34, marking the lowest level since November 2023 and representing the second-largest monthly decline since 2020 (source: Zerohedge, @KobeissiLetter). All three components of the homebuilder sentiment index contributed to this sharp decline, signaling deepening pessimism in the housing sector. For cryptocurrency traders, this significant drop in housing market sentiment could increase volatility in both traditional and digital asset markets, as risk appetite shifts and capital may move toward alternative assets like Bitcoin and Ethereum. Monitoring these cross-market signals is critical for adjusting crypto trading strategies in response to macroeconomic headwinds.

According to The Kobeissi Letter, foreign investors have injected $1.2 billion into US Treasury funds over the past four weeks, marking the highest net inflow in six months, even after a significant 50-basis point spike in the 10-year note yield during the second week of April (source: The Kobeissi Letter, May 16, 2025). This sustained foreign demand for US Treasuries indicates persistent risk-off sentiment, which could limit capital flows into riskier assets like cryptocurrencies in the short term. Crypto traders should monitor US bond inflows, as continued strength in Treasuries may pressure digital asset prices and lead to increased volatility correlated with global macro trends.

According to The White House, companies have announced billions in new investments in the United States, signaling increased confidence in the US economy and potentially driving greater liquidity in both traditional and crypto markets (source: The White House, May 16, 2025). Such large-scale capital inflows may boost investor sentiment toward risk assets, including Bitcoin and Ethereum, as traders anticipate increased institutional participation and a favorable regulatory climate. As a result, cryptocurrency market participants should watch for increased volatility and opportunities linked to these macroeconomic developments.

According to Matt Hougan, as shared on his recent Twitter broadcast, current global macroeconomic trends such as inflation rates, central bank monetary policies, and regulatory changes are creating both volatility and unique opportunities in the cryptocurrency markets. Hougan emphasized that traders should closely monitor the Federal Reserve’s decisions and U.S. inflation data, as these factors have a direct influence on Bitcoin and Ethereum price action (source: x.com/i/broadcasts/1). He also highlighted the growing institutional adoption and the rising importance of regulatory clarity, which are expected to drive liquidity and price discovery in the second half of 2024. Active traders are advised to stay updated on macroeconomic indicators and regulatory developments, as these will shape short-term crypto market trends (source: x.com/i/broadcasts/1).

According to The White House, the latest meeting between US and Saudi Arabian officials signals renewed cooperation, which is expected to influence global oil prices and subsequently impact oil-backed cryptocurrencies and overall crypto market volatility. Traders should monitor related oil token movements and macroeconomic trends linked to US-Saudi relations, as confirmed by The White House's May 13, 2025 announcement (source: The White House Twitter).

According to Crypto Rover, recent US inflation data came in lower than market expectations, increasing the likelihood that Fed Chair Jerome Powell may soon initiate interest rate cuts. This macroeconomic shift could act as a major catalyst for a surge of institutional and retail capital into Bitcoin and the broader crypto market, as lower rates typically drive investors toward alternative assets with higher growth potential. Traders should closely monitor upcoming Federal Reserve statements and rate decisions, as any confirmation of policy easing could trigger significant volatility and upside momentum for leading cryptocurrencies (source: @rovercrc on Twitter, May 13, 2025).

According to ZeevyInvesting_ on Twitter, the 'Zoom Out' chart emphasizes the importance of viewing long-term market trends to identify macro support and resistance levels. This perspective helps crypto traders avoid short-term volatility traps and spot major trend reversals, as confirmed by ZeevyInvesting_'s posted chart (Source: @ZeevyInvesting_ via @QCompounding, May 11, 2025). Focusing on broader timeframes supports more strategic entry and exit decisions in the cryptocurrency market, especially when volatility is high.

According to Dan Held on Twitter, Bitcoin is positioned as a solution to recurring economic instability, reinforcing its reputation as a hedge asset for traders seeking protection from fiat currency volatility (Source: Dan Held Twitter, May 10, 2025). This perspective supports increased institutional and retail interest in Bitcoin as a safe haven, which could drive trading volumes and price resilience. Traders should monitor ongoing macroeconomic trends, as positive sentiment from influential crypto voices often correlates with short-term price momentum in the Bitcoin market.

According to Milk Road (@MilkRoadDaily), Dan Tapiero (@DTAPCAP) highlights that while Bitcoin has reached the $100,000 level, this is only the beginning of a much larger digital asset market expansion. Tapiero forecasts a $50 trillion digital asset future, citing the convergence of artificial intelligence, shifting macroeconomic environments, and evolving political landscapes as key catalysts. For traders, this means heightened volatility and significant upside potential across the crypto sector, especially as AI-driven innovation and global policy support continue to attract institutional capital, influencing both short-term trading strategies and long-term portfolio allocations (source: Milk Road, Twitter, May 8, 2025).

According to The Kobeissi Letter, US employers announced 105,441 job cuts in April 2025, marking the highest April layoff total in five years and the largest April count since 2009, excluding the pandemic year 2020 (source: @KobeissiLetter, May 8, 2025). Over the last six months, there have been 699,012 job cuts, the highest since 2020. This significant rise in layoffs signals potential macroeconomic instability, which traders should monitor as it may lead to increased volatility in both stock and cryptocurrency markets. Historically, economic uncertainty and rising unemployment have triggered shifts in capital flows, often resulting in heightened crypto market activity as investors seek alternative assets.

According to Edward Dowd on Twitter, the January report from Phinance Technologies highlights that persistent unaffordability and stagnant home prices are leading to downward price adjustments to attract buyers (source: Phinance Technologies, January 2025). For traders, this signals a potential liquidity shift as real estate investors and institutions may seek alternative assets, including cryptocurrencies, to preserve capital as housing market returns diminish. Monitoring these macroeconomic trends is crucial for anticipating volatility and capital flows in the crypto market.

According to @Andre_Dragosch, if the US economy is nearing a business cycle bottom due to recession, Bitcoin has shown an average gain of +1,746% from ISM index bottoms to peaks in past cycles (source: Twitter/@Andre_Dragosch, May 7, 2025). This historical data highlights a highly favorable risk/return profile for crypto traders considering new entries as the macroeconomic cycle turns. The correlation between ISM cycle lows and Bitcoin's explosive upward moves provides a compelling trading signal for those seeking to capitalize on the next business cycle upturn.

According to Michaël van de Poppe (@CryptoMichNL), traders should avoid letting fear drive altcoin trading decisions, especially in the context of current macroeconomic trends. In his latest analysis, van de Poppe emphasizes that macroeconomic factors such as inflation rates, central bank policy shifts, and liquidity cycles are more reliable indicators for optimizing altcoin entry and exit points than market sentiment alone (source: @CryptoMichNL, May 4, 2025). He recommends using data-driven strategies and monitoring macroeconomic signals rather than reacting to market panic, which can lead to suboptimal trades. This approach is particularly relevant for highly volatile assets in the altcoin sector.

According to Edward Dowd on Twitter, the latest monthly US Disability data is approaching record highs, signaling a persistent negative trend. This development could influence macroeconomic conditions and risk sentiment in cryptocurrency markets, as rising disability rates may impact consumer spending and labor force participation. Traders should monitor these data points for potential effects on Bitcoin and altcoin volatility and adjust risk management strategies accordingly (source: Edward Dowd, Twitter, May 2, 2025).

According to Milk Road (@MilkRoadDaily), Michael Nadau, founder of The Defi Report, will be live on X on May 1, 2025, at 2PM ET to provide a detailed recap of the current crypto cycle, discuss actionable short-term trading trends including moving averages, support zones, and on-chain signals, and analyze macroeconomic factors such as tariffs and global trade impacting cryptocurrency markets. This event is expected to offer traders up-to-date insights for navigating volatile market conditions with a focus on technical indicators and macro drivers (source: Milk Road on X, May 1, 2025).

According to Edward Dowd, consumer credit is tightening, signaling a potential reduction in available liquidity for both traditional and crypto markets (Source: Edward Dowd Twitter, April 30, 2025). Traders should note that restricted credit conditions could lead to increased volatility and reduced inflows into high-risk assets like Bitcoin and altcoins, as market participants face limited leverage and borrowing capacity. Monitoring credit reports and macroeconomic data remains crucial for anticipating shifts in crypto price action.

According to @MacroAlf, Ethereum (ETH) has underperformed other risk-on assets due to current high interest rates, but this trend is expected to reverse as the US Federal Reserve is projected to implement 3–4 interest rate cuts in 2025 combined with a quantitative easing program (source: @MacroAlf, Twitter). These monetary policy shifts are typically bullish for risk assets like ETH, as lower rates and increased liquidity tend to encourage capital inflows into cryptocurrencies, potentially driving price appreciation. Traders should monitor upcoming FED announcements and macroeconomic data closely to position for anticipated ETH volatility and upside opportunities.

According to @Andre_Dragosch, improving macroeconomic expectations are currently leading on-chain crypto developments, indicating that macro trends remain the primary driver for market direction at present (source: Twitter/@Andre_Dragosch, April 29, 2025). For traders, this highlights the importance of closely monitoring macroeconomic indicators and policy shifts in addition to on-chain metrics, as macro factors are dictating short-term and medium-term trading opportunities across major cryptocurrencies.

According to Miles Deutscher, mentions of 'macro' on Crypto Twitter have significantly increased in 2025, reflecting a growing interest among traders and analysts. This trend spans across various sectors including meme coins, AI, and macroeconomics, all surfacing prominently within the last four months. This indicates a shifting focus in the cryptocurrency market towards broader economic indicators and technological advancements, suggesting potential trading opportunities for those following these macro trends closely.

According to André Dragosch, PhD, a cryptic message 'Probably nothing.' was shared, hinting at potential significant developments in the Bitcoin and macroeconomics sphere. The tweet, linked to an external source, suggests that there might be underlying trends or events that could impact trading strategies in the cryptocurrency market.