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Soft landing or FOMO return? Markets rally on Fed cut amidst inflation caution

Soft landing or FOMO return? Markets rally on Fed cut amidst inflation caution

Global risk sentiment has improved markedly in recent days, driven by the Federal Reserve’s decision to lower interest rates, which has injected fresh optimism into financial markets worldwide. Investors appear to view this move as a signal that policymakers are prioritising economic growth amid signs of a cooling labour market, even as inflation remains somewhat elevated. The cut has ripple effects across asset classes, from equities to commodities and cryptocurrencies, fostering an environment where risk-taking feels more rewarded. In this context, Wall Street has pushed to new heights, while emerging trends in digital assets suggest a sector on the cusp of broader institutional acceptance.

The Federal Reserve announced a 25 basis point reduction in its benchmark rate on September 17, bringing it down from previous levels and marking the first easing since late last year. This adjustment aims to support hiring and prevent a sharper slowdown in employment, as recent data showed initial jobless claims dropping significantly to 231,000 for the week ending September 13, the largest decline in nearly four years. Officials emphasised that the move addresses risks to the job market while keeping an eye on inflation, which ticked up slightly to 2.9 per cent in August but remains within a manageable range. Markets had largely anticipated this step, with probabilities exceeding 75 per cent leading up to the announcement, though some volatility ensued as traders digested the forward guidance indicating potential for two more cuts by year-end.

In contrast, the Bank of England opted to hold its key rate steady at four per cent on September 18, citing persistent inflationary pressures alongside uncertainties in growth and the jobs landscape. The Monetary Policy Committee voted 7-2 to maintain the status quo, with members expressing caution that the UK economy is not yet out of the woods on price stability. Looking ahead, the Bank of Japan is set to reveal its policy stance today, with expectations leaning toward no change from the current 0.5 per cent short-term rate, as officials navigate tariff risks and a potential US slowdown. These divergent approaches among major central banks highlight a global economy at a crossroads, where easing in one region could spill over to influence others.

Equity markets have responded positively overall, with US indices scaling fresh peaks on September 18. The Dow Jones Industrial Average climbed 0.27 per cent to close above 46,000, the S&P 500 advanced 0.48 per cent to around 6,600, and the Nasdaq Composite surged 0.94 per cent to over 22,200, buoyed by strength in technology shares. This rally reflects investor confidence that lower borrowing costs will sustain corporate earnings and consumer spending. Yields on US Treasuries moved higher in response to the robust jobless claims figure, which eased fears of a rapid labour market deterioration. The 10-year Treasury note rose three basis points to above 4.11 per cent, while the 2-year yield increased two basis points to 3.56 per cent. Such movements suggest markets are pricing in a soft landing rather than a recession, though the bond market’s reaction also underscores ongoing sensitivity to economic data.

Currency and commodity dynamics have shifted as well. The US dollar index strengthened by 0.49 per cent to 97.35, benefiting from the perception of relative US economic resilience amid global uncertainties. Gold prices dipped 0.4 per cent to US$3,643.40 per ounce, as profit-taking followed a recent record high, with the metal’s appeal dimming slightly in a risk-on environment. Brent crude oil fell 0.9 per cent to US$67.32 per barrel, pressured by concerns over US demand despite the rate cut’s potential to stimulate activity. These declines illustrate how commodities are caught between supportive monetary policy and lingering worries about global growth, particularly with trade tensions simmering.

Asian equities displayed a mixed performance, trimming some gains post the Fed’s meeting but still showing resilience in key benchmarks. Japan’s Nikkei 225 crossed the 45,000 threshold for the first time, closing higher amid a tech-led advance, reflecting spillover optimism from US markets. Early trading today saw varied movements across the region, with US futures pointing to a positive open, suggesting the upbeat sentiment may persist. This regional response highlights the increasing interconnectedness of global markets, with policy shifts in the US often setting the tone for Asia’s trading sessions.

Cryptocurrencies, on the other hand, have shown remarkable vigour, with Bitcoin maintaining momentum around US$117,000 despite initial sluggishness following the rate cut. Technical indicators point to a bullish setup, with a trend line support at US$115,800 and recent breaks above resistances at US$116,200 and US$116,500. The price peaked at US$117,920 before a minor retracement to the 50 per cent Fibonacci level near US$116,750. Analysts anticipate resistance at US$117,500 and US$117,850, with a clear breach of US$118,000 potentially propelling it toward US$118,500 or even US$118,800. On-chain data reveals strong institutional accumulation, with ETF flows and whale activity supporting the floor. Social media discussions on platforms such as X highlight this breakout potential, with traders noting that a close above US$117,000 on high volume could ignite further upside. However, overbought signals from the RSI above 88 suggest a possible short-term pullback, with supports at US$116,550 and US$115,800 if resistance holds firm.

Solana has emerged as a standout performer, rallying beyond US$250, its highest in nearly eight months, and outperforming the altcoin market by 25 per cent over the past month. Institutional adoption drives this surge, with corporations holding over 17 million SOL tokens valued at US$4.3 billion. Notable players include Forward Industries with 6.82 million SOL, Sharps Technology at 2.14 million, and others like Defi Development Corp and Upexi Inc., nearing 2 million each. Helius Medical Technologies’ $500 million SOL treasury program echoes strategies like MicroStrategy’s Bitcoin reserves, bolstering SOL’s case as a reserve asset. The blockchain’s total value locked stands at US$14.6 billion, making it the second-largest DeFi ecosystem, while a 6.8 per cent staking yield surpasses Ethereum’s 2.9 per cent. Options data shows higher call premiums, indicating bullish trader sentiment, with predictions eyeing US$300 as the next target amid ETF approval hopes. X conversations amplify this enthusiasm, with users pointing to treasury strategies and network upgrades as catalysts.

Regulatory developments have further catalysed crypto’s ascent. The US and UK signed a memorandum to collaborate on quantum computing and AI, impacting blockchain security. Coinbase CEO Brian Armstrong expressed confidence in the Digital Asset Market Clarity Act passing through Congress, clarifying the roles of the SEC and CFTC. Australia’s ASIC eased stablecoin licensing, while the SEC approved Grayscale’s Digital Large Cap Fund—the first multi-asset crypto ETF and proposed rule changes to expedite ETF listings. These steps signal a maturing framework, reducing uncertainty and attracting institutional capital.

From my perspective, this moment feels pivotal for cryptocurrencies. The convergence of monetary easing, regulatory clarity, and institutional inflows positions digital assets for sustained growth, potentially eclipsing traditional markets in volatility but also in returns. Bitcoin’s resilience above US$117,000 amid broader economic shifts suggests it’s evolving from a speculative play to a legitimate hedge, much like gold in past cycles. I remain cautious. Rate cuts don’t erase risks like stagflation or geopolitical tensions, and crypto’s history of sharp corrections warrants prudence. Investors should diversify their portfolios and closely monitor macroeconomic indicators.

Source: https://e27.co/soft-landing-or-fomo-return-markets-rally-on-fed-cut-amidst-inflation-caution-20250919/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j

Liquidity dreams meet reality: How the Fed’s 25-basis-point cut is (and isn’t) changing everything

Liquidity dreams meet reality: How the Fed’s 25-basis-point cut is (and isn’t) changing everything

Global risk sentiment demonstrated resilience on Thursday, September 18, following the Federal Reserve’s anticipated 25 basis point reduction in its benchmark interest rate during the FOMC meeting that concluded the previous day. The decision passed with an 11-1 vote, a move that aligned with market expectations amid signs of a softening labour market in the US. Investors absorbed the news without much disruption, as the central bank navigated a delicate balance between supporting economic growth and guarding against persistent inflation pressures.

This adjustment brought the federal funds rate target range down to 4.00 per cent to 4.25 per cent, marking the first cut in the current easing cycle. The lone dissenter, Stephen Miran, whom President Donald Trump recently appointed to the Federal Reserve Board, pushed for a more aggressive 50 basis point reduction instead. Miran’s position reflected a bolder approach to monetary policy, one that prioritised quicker stimulus to bolster employment and consumer spending in the face of recent job market weaknesses, such as the unemployment rate ticking up to 4.2 per cent in August data released earlier in the month. His vote highlighted internal divisions within the Fed, particularly as Trump’s influence shapes the board’s composition with appointees who favour looser policy to align with the administration’s pro-growth agenda.

Fed Chair Jerome Powell addressed the media in a press conference after the announcement, and his remarks carried a subtly hawkish undertone that tempered immediate enthusiasm for further easing. Powell emphasised the economy’s underlying strength, pointing to robust consumer spending and a solid corporate sector as reasons to proceed cautiously with rate adjustments. He avoided committing to a rapid series of cuts, instead stressing the need for data-dependent decisions amid uncertainties like potential trade tariffs and geopolitical tensions. This stance contrasted with more dovish expectations from some analysts who anticipated a clearer path toward sub-3 per cent rates by mid-2026. The Fed’s updated economic projections reinforced this measured approach, forecasting two additional quarter-point cuts by the end of 2025 and just one more in 2026, a trajectory that fell short of the market’s hopes for deeper relief.

Participants in the Summary of Economic Projections median outlook saw the federal funds rate ending 2025 at 3.875 per cent, with inflation projected to hover around 2.5 per cent, slightly above the central bank’s long-term target. In my view, Powell’s comments serve as a prudent reminder that the Fed prioritises stability over knee-jerk reactions, even if it disappoints those betting on aggressive easing to fuel asset rallies. This hawkish lean could cap upside in equities and commodities in the near term, but it also prevents the kind of overheated markets that led to past bubbles.

Wall Street wrapped up trading on Wednesday, September 17, with a mixed performance that reflected the nuanced Fed outcome. The Dow Jones Industrial Average climbed 0.57 per cent, buoyed by gains in cyclical sectors like industrials and financials that stand to benefit from lower borrowing costs. In contrast, the S&P 500 dipped 0.10 per cent, while the Nasdaq Composite shed 0.33 per cent, dragged down by technology stocks sensitive to interest rate shifts.

Big tech names such as Apple and Nvidia posted modest declines, as investors rotated out of high-valuation growth plays toward value-oriented sectors. This rotation underscores a broader market dynamic where the Fed’s tempered guidance prompted a reassessment of risk premiums, with the VIX volatility index easing slightly to 15.2, indicating subdued fear levels. Overall, the session’s close suggested that while the rate cut provided a tailwind, Powell’s hawkish signals introduced caution, preventing a broad rally.

US Treasury yields moved higher on Wednesday, signalling that bond investors viewed the Fed’s path as less accommodative than hoped. The 10-year Treasury yield rose four basis points to settle at 4.07 per cent, while the two-year yield also increased by four basis points to 3.54 per cent. This uptick flattened the yield curve slightly, with the spread between the 10-year and two-year notes narrowing to 0.53 percentage points, a level that hints at lingering concerns over future growth without aggressive policy support. Higher yields typically pressure equities by raising the cost of capital, but they also attract foreign inflows to US debt, bolstering the dollar. In this context, the modest rise appears justified, as it aligns with the Fed’s projection of slower rate convergence to neutral levels.

The US dollar index advanced 0.25 per cent to 96.87, gaining ground against a basket of major currencies as the Fed’s decision reinforced the relative strength of the American economy. The dollar’s uptick came despite the rate cut, driven by expectations of shallower easing compared to peers like the European Central Bank, which has signalled more cuts ahead. This resilience in the greenback could weigh on exporters and emerging markets, but it also curbs imported inflation, giving the Fed more room to manoeuvre.

Gold prices pulled back 0.2 per cent to US$3,681.39 per ounce after touching a record high earlier in the session, as the dollar’s strength and higher yields diminished the metal’s appeal as a safe-haven asset. Despite the retreat, gold has surged over 40 per cent year-to-date, fueled by central bank purchases and geopolitical risks. The Fed cut typically supports non-yielding assets like gold by improving liquidity, but Powell’s cautious tone introduced profit-taking. I see gold’s pullback as temporary, with its long-term bullish case intact given ongoing uncertainties around elections and trade policies.

Asian equities showed strength on Wednesday, rallying on anticipation of the Fed’s rate cut, with Hong Kong’s Hang Seng Index leading the charge by jumping 1.78 per cent to its highest level since November 2021. This surge is tied directly to Chief Executive John Lee’s policy address, where he outlined ambitious initiatives to invigorate the economy. Lee pledged enhanced support for artificial intelligence development through tax incentives and R&D funding, alongside measures to stabilise the property sector via relaxed stamp duties and increased land supply targets for the next decade. He also accelerated plans for the Northern Metropolis project, aiming to create a tech hub with improved infrastructure and talent attraction programs. These announcements addressed key pain points like high housing costs and sluggish innovation, boosting investor confidence in Hong Kong’s post-pandemic recovery. Mainland Chinese stocks followed suit, with the CSI 300 up 1.2 per cent, while Japan’s Nikkei 225 gained 0.8 per cent on export optimism.

In early trading on September 18, Asian markets traded mixed, with some profit-taking after the prior day’s gains. Tokyo’s Nikkei edged up 0.6 per cent to a fresh record, driven by real estate and tech advances, while Shanghai Composite held flat amid caution over US-China trade rhetoric. Hong Kong’s HSI dipped 0.3 per cent initially, consolidating after the policy boost. US equity index futures pointed to a higher open, with S&P 500 contracts up 0.4 per cent and Nasdaq futures rising 0.5 per cent, signalling renewed risk appetite as traders digested the Fed’s move.

The cryptocurrency market climbed 0.97 per cent over the last 24 hours, extending a seven-day uptrend of 3.56 per cent, as institutional interest and macroeconomic tailwinds propelled digital assets higher. Bitcoin hovered around US$96,000, while Ethereum pushed toward US$4,000, reflecting a risk-on rotation that favoured altcoins amid Fed rate cut optimism. Surging inflows into exchange-traded funds played a pivotal role, with Bitcoin and Ethereum ETFs absorbing US$642 million and US$405 million, respectively, this week, pushing combined holdings to substantial levels. The SEC’s approval of Grayscale’s multi-asset ETF further amplified sentiment, channelling regulated capital into the space and creating sustained demand that offsets typical sell pressures from miners or long-term holders.

This institutional demand via ETFs carries profound bullish implications for crypto’s maturation. With Bitcoin ETF assets under management reaching US$152 billion and Ethereum’s at US$24.23 billion, these vehicles democratize access for traditional investors wary of direct wallet management. The week’s US$1.04 billion in combined inflows underscores a structural shift, where pensions and endowments allocate to crypto as a portfolio diversifier. Looking ahead, the September 17 FOMC meeting’s outcome could spark even more inflows if markets interpret the cuts as liquidity-enhancing. In my opinion, this trend solidifies crypto’s place in mainstream finance, reducing volatility over time and attracting trillions in eventual capital, though regulators must balance innovation with consumer protections to avoid setbacks.

Fed rate cut speculation added fuel to the crypto rally, with markets pricing a 96.4 per cent probability of the 25 basis point move via tools like Goldman Sachs’ models and the CME FedWatch. Traders anticipate a US$1.9 trillion liquidity injection across the system, correlating strongly with crypto’s performance, as evidenced by the 0.78 correlation coefficient with the Nasdaq-100 over the past day. Lower rates diminish the opportunity cost of holding high-volatility assets like Bitcoin, while a softer dollar historically boosts crypto prices by making them cheaper for international buyers. Past cycles show Bitcoin gaining an average of 25 per cent in the month following initial Fed cuts, a pattern that aligns with current dynamics. However, the hawkish elements in Powell’s speech introduce risks; if future meetings signal pauses, crypto could face sharp corrections. I view this as a net positive for the sector, as easier money encourages speculative flows, but investors should brace for amplified swings tied to macro news.

The acceleration of altcoin season presents a mixed bag, with the Altcoin Season Index climbing to 72, up 10.77 per cent weekly, indicating alts outperforming Bitcoin. Ethereum led with a 5.63 per cent gain, Solana surged 57 per cent on DeFi momentum, and BNB rose 10.8 per cent amid exchange ecosystem growth. Decentralised exchange volumes jumped 25.11 per cent, as capital rotated away from Bitcoin, whose dominance slipped to 56.91 per cent. This shift signals broadening market participation, with low-cap tokens drawing retail frenzy.

The rally’s fragility shines through in its reliance on liquidity; a hawkish Fed pivot or regulatory crackdown could reverse gains swiftly, especially for speculative alts lacking fundamentals. Derivatives activity amplified the move, with perpetuals volume hitting US$434.48 trillion, up 8.61 per cent, and funding rates spiking 91.68 per cent, pointing to leveraged exuberance. From my perspective, altseason fosters innovation in areas like AI-blockchain integrations and layer-2 scaling, but it also breeds excess. Prudent investors should focus on established alts with real utility, like Ethereum’s staking yields or Solana’s speed, rather than chasing memes, to navigate the volatility inherent in this phase.

In wrapping up this market panorama, global assets exhibit cautious optimism post-Fed, with equities poised for gains, commodities consolidating, and crypto thriving on institutional bets. The interplay of central bank actions and policy initiatives, from Washington’s rate path to Hong Kong’s reforms, shapes a landscape ripe for opportunity yet laced with uncertainties.

As a journalist tracking these flows, I remain bullish on risk assets over the longer horizon, convinced that easing cycles historically reward patient capital, but I urge vigilance against overextension in the face of evolving Fed rhetoric and geopolitical crosswinds. This week’s developments affirm that while the Fed’s hand guides the market, diverse catalysts like ETF momentum and regional policies add layers of complexity to the narrative.

 

Source: https://e27.co/liquidity-dreams-meet-reality-how-the-feds-25-basis-point-cut-is-and-isnt-changing-everything-20250918/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j

The Fed at the crossroads: Rate cuts, political pressure, and the fragile balance of global markets

The Fed at the crossroads: Rate cuts, political pressure, and the fragile balance of global markets

The global financial landscape is at a critical turning point, with central banks poised to adjust monetary policies amid evolving economic data and mounting political pressures. Markets are gearing up for the Federal Reserve’s expected 25-basis-point rate cut, a decision shaped not just by inflation trends but also by external influences, including from political figures such as Donald Trump. His newly confirmed economic adviser, Stephen Miran, now sits on the Federal Reserve Board, highlighting the growing friction between independent monetary policy and political agendas aimed at aligning interest rates with electoral or economic goals.

This Fed announcement does not happen in a vacuum. It comes against a backdrop of robust US retail sales in August, which rose 0.6 per cent month-over-month, well above the 0.2 per cent consensus estimate. This consumer strength led the Atlanta Fed to boost its Q3 GDPNow forecast to an annualized 3.4 per cent, underscoring the economy’s resilience even as easing measures loom.

The data’s implications cut both ways: strong spending hints that aggressive stimulus might not be necessary, yet cooling inflation, a softening labor market, and global demand challenges support a cautious rate reduction. The Fed faces a tightrope walk, where over-easing could reignite inflation or under-easing might choke off growth. Investors will parse every detail, from the dot plot projections to Chair Jerome Powell’s press conference, for clues on future moves.

A dovish dot plot suggesting multiple cuts ahead could spark rallies in risk assets and weaken the dollar. A more guarded tone, however, might fuel short-term volatility and bolster the greenback. This anticipation already weighed on equities Tuesday, with the Dow Jones falling 0.27 per cent, the S&P 500 dipping 0.13 per cent, and the Nasdaq edging down 0.07 per cent.

Bond yields showed restraint, with the 10-year Treasury steady at 4.03 per cent and the two-year note slipping two basis points to 3.51 per cent. The US dollar index dropped 0.69 per cent to 96.63, signaling bets on looser policy, while gold, a classic safe haven amid uncertainty, rose 0.2 per cent to US$3,687.67 per ounce, buoyed by central bank buying and a softer dollar.

In commodities, Brent crude jumped 1.53 per cent to US$68.47 per barrel, driven by supply fears from Ukrainian drone strikes on Russian refineries. Though targeted, these incidents add volatility to energy markets already strained by Middle East tensions and OPEC+ output controls. Asian stocks rallied early ahead of the Fed but pulled back by Wednesday morning, reflecting regional caution. US equity futures, in contrast, pointed higher, betting on a market-friendly outcome.

Other central banks are moving in tandem, or not. The Bank of Canada is set to trim its rate by 25 basis points to 2.50 per cent, mirroring the Fed’s response to easing inflation and domestic slowdowns. Bank Indonesia, however, is likely to hold steady at 5.00 per cent, focusing on rupiah stability amid political unrest and outflows. This policy divergence underscores a fragmented global cycle: advanced economies lean toward easing, while emerging markets battle currency risks and imported inflation.

Shifting to digital assets, Bitcoin broke through US$117,000 after weeks of consolidation, propelled by a high-profile lobbying push in Washington, D.C. Crypto leaders such as Michael Saylor of Strategy Inc. and Fred Thiel of MARA Holdings met lawmakers to advance the Strategic Bitcoin Reserve bill, aiming to create a national Bitcoin stockpile similar to the Strategic Petroleum Reserve.

This reflects the industry’s push for mainstream integration. Yet the surge wasn’t without drama: over US$175 million in positions liquidated in 24 hours, with longs hit hardest at US$107 million. Bitcoin’s open interest climbed 2.54 per cent, signaling fresh speculation, while Ethereum’s fell 1.64 per cent, keeping it stuck between US$4,430 and US$4,530. XRP edged up 1.53 per cent above US$3, but subdued volumes hinted at tempered enthusiasm.

Crypto sentiment stays balanced, with the Fear & Greed Index in neutral territory, no wild swings of greed or fear. Still, fragility lurks: Binance traders are net bearish on Bitcoin, with over 52 per cent of positions short per the Long/Short ratio, bracing for a potential retreat. Amid this, BNB shone, rising to over $957 and nearing its 52-week high of $963. This strength ties to reports of Binance nearing a deal to lift its US Department of Justice compliance monitor, a regulatory win that could ease operations and draw more investment. A push past US$1,000 could spark broader altcoin momentum.

In my view, this blend of policy pivots, geopolitical tensions, and crypto advocacy brews a volatile but opportunistic mix. The Fed’s cut, though anticipated, matters most for its forward signals: a path of steady easing could fuel equities, gold, and risk assets by easing recession worries. A data-dependent stance, however, might come off as hawkish, prompting sell-offs and dollar gains.

Politics adds unpredictability. Miran’s board seat, courtesy of a president prone to Fed critiques, could test the institution’s independence. If he pushes for aggressive cuts timed to midterms, it risks undermining credibility and roiling bonds. In commodities, oil’s climb signals escalation risks from Ukraine-Russia clashes; more strikes could sustain price pressures, hindering global inflation fights. Gold’s steadiness affirms its hedge value, especially as emerging-market central banks stockpile it against dollar swings and sanctions.

Crypto’s rally, while buoyed by lobbying, faces hurdles: the Bitcoin reserve bill’s fate is uncertain amid skepticism, and liquidations highlight leverage’s dangers. A Fed letdown or regulatory snag could trigger cascading sell-offs. BNB’s rise shows how clarity boosts value. Shedding oversight could attract institutions and ignite altcoins, yet Ethereum’s rut reveals uneven benefits from macro shifts.

Ultimately, we are entering a phase of acute market sensitivity, where central bank moves, political maneuvers, supply shocks, and regulatory shifts collide. Success hinges on balancing growth, inflation, and stability in a polarized world. For savvy investors, the upside is real; for the unwary, the ride could be rough.

 

Source: https://e27.co/the-fed-at-the-crossroads-rate-cuts-political-pressure-and-the-fragile-balance-of-global-markets-20250917/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j