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AI dreams, crypto magic and shutdown realities: The contradictions fuelling today’s market rally

AI dreams, crypto magic and shutdown realities: The contradictions fuelling today’s market rally

The current macro landscape presents a fascinating juxtaposition of caution and exuberance, where geopolitical friction and fiscal paralysis coexist with a surge in risk appetite driven largely by artificial intelligence optimism and institutional crypto adoption.

At the heart of this duality lies the extended US government shutdown now in its sixth day, a development that would typically trigger risk-off behaviour across global markets. Yet investor sentiment has not only held firm but advanced, propelled by a confluence of factors that underscore a deeper structural shift in how capital allocates across traditional and digital assets.

Wall Street’s mixed performance on Monday reflects this nuanced environment. The Dow Jones Industrial Average edged lower by 0.1 per cent, signalling lingering unease among industrial and legacy sectors. In contrast, the S&P 500 climbed 0.4 per cent and the Nasdaq surged 0.7 per cent, both reaching new all-time highs. This divergence is not random. The rally in chipmakers, companies at the epicentre of AI infrastructure development, has become the primary engine of equity market gains.

Investors are betting that the AI boom is not a fleeting narrative but a multi-year secular trend, and they are positioning accordingly. This tech-led optimism has spilt over into other risk assets, including cryptocurrencies, which posted a 1.43 per cent gain over the past 24 hours, extending weekly and monthly advances of 8.76 per cent and 12.58 per cent, respectively.

Simultaneously, traditional safe-haven assets are also rallying, which at first glance seems contradictory. Gold surged 1.9 per cent to a record high of USD3961 per ounce. This move is directly tied to the US government shutdown, which has injected fresh uncertainty into the coordination of fiscal and monetary policy. With Congress unable to pass a budget, questions linger about the government’s ability to manage debt, respond to economic shocks, or even maintain consistent data reporting, all of which erode confidence in the US dollar as a stable store of value.

The US Dollar Index rose modestly by 0.4 per cent to 98.11, but this uptick appears more technical than fundamental, especially as Treasury yields climbed amid global bond market turbulence. The 10-year yield rose 3.3 basis points to 4.152 per cent, pressured by soaring long-end Japanese yields and political instability in Europe. These crosscurrents illustrate how investors are simultaneously hedging against systemic risk while pursuing growth in high-conviction themes, such as AI and digital assets.

The crypto market’s recent strength cannot be divorced from this macro backdrop. Institutional demand has emerged as the dominant force behind the rally, with spot Bitcoin ETFs recording US$627 million in inflows over a 24-hour period and Ethereum ETFs adding US$307 million. Total assets under management in Bitcoin ETFs now stand at US$161.6 billion, while Ethereum ETFs hold US$25.73 billion. These are not speculative retail bets but deliberate allocations by traditional finance players who increasingly view crypto, particularly Bitcoin, as a macro hedge akin to gold.

The correlation between crypto and gold over the past 24 hours reached 0.74, a striking signal that both assets are being used interchangeably as hedges against inflation and policy uncertainty. This institutional embrace is occurring against a backdrop of cooling inflation data and growing expectations of Federal Reserve rate cuts in 2025, which lowers the opportunity cost of holding non-yielding assets like Bitcoin and gold.

The rally is not solely driven by fundamentals. Derivatives markets are amplifying price action through a surge in leveraged activity. Perpetual futures volume spiked 53.7 per cent to US$1.71 trillion in 24 hours, with funding rates jumping 475 per cent on a weekly basis to 0.0083 per cent. Binance alone accounted for 87 per cent of Bitcoin futures taker volume, underscoring its outsized role in price discovery.

While this derivatives frenzy fuels momentum, it also introduces fragility. Open interest, though near yearly highs, declined 1.24 per cent over the past day, a potential early warning sign of profit-taking or de-leveraging. With the 14-day Relative Strength Index for Bitcoin at 73.3, the market is entering overbought territory, increasing vulnerability to sharp corrections if sentiment shifts.

Adding another layer to this dynamic is the performance of Binance ecosystem tokens, which rose 0.97 per cent in 24 hours and 8.76 per cent for the week. BNB hit an all-time high of US$1,190, supported by the exchange’s record US$2.55 trillion in monthly futures volume and the launch of new AI-powered trading tools.

Binance’s dominance, capturing 41 per cent of global spot trading, provides a sense of stability to the broader crypto market, as its operational strength reassures participants during periods of macro stress. However, this leadership masks underlying retail fatigue. Active addresses across major blockchains have declined by 57 per cent since June, suggesting that while institutions and sophisticated traders are driving volume, everyday users remain on the sidelines. This dichotomy raises questions about the sustainability of the rally if it remains confined to professional players.

Looking ahead, several key inflection points could reshape the current trajectory. The most immediate is the October 18 decision on Grayscale’s Ethereum ETF application. An approval would likely unlock another wave of institutional capital, particularly from firms that have thus far remained cautious about direct crypto exposure.

Conversely, a rejection could trigger a short-term pullback, especially if it coincides with a slowdown in ETF inflows or a reversal in tech stock momentum. The Nasdaq’s performance remains critical, given the 0.72 correlation between crypto and the tech-heavy index. Should volatility return to US equities, perhaps triggered by renewed inflation concerns or a deeper fiscal crisis, the crypto market may struggle to decouple.

In sum, today’s market moves reflect a delicate balance between fear and greed, where institutional confidence in digital assets as a legitimate macro hedge is colliding with leveraged speculation and geopolitical uncertainty. The US government shutdown, rather than derailing risk appetite, has reinforced the case for alternative stores of value.

The very forces driving gains, ETF inflows, derivatives leverage, and exchange dominance, also create conditions for heightened volatility. As we navigate this complex environment, the interplay between traditional macro drivers and crypto-specific catalysts will determine whether this rally evolves into a sustained bull market or unravels under the weight of its own momentum.

For now, the data suggests that institutional adoption has fundamentally altered crypto’s role in the global financial system, transforming it from a fringe asset into a core component of modern portfolio construction.

 

Source: https://e27.co/ai-dreams-crypto-magic-and-shutdown-realities-the-contradictions-fuelling-todays-market-rally-20251007/

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 new market symbiosis: How Fed easing, AI, and crypto ETFs are lifting equities

The new market symbiosis: How Fed easing, AI, and crypto ETFs are lifting equities

As markets wrapped up trading on Monday, September 30, 2025, investors witnessed a steady climb in major indices, driven by ongoing negotiations in Congress to prevent a government shutdown. Traders focused on these developments, which injected a dose of optimism into the session.

The Dow Jones Industrial Average climbed 69 points, marking a 0.2 per cent increase. Meanwhile, the S&P 500 advanced 0.3 per cent, and the Nasdaq Composite led the pack with a 0.5 per cent gain. This upward movement highlighted a resilient market mood, even amid earlier fluctuations that tested investor resolve.

Earlier in the day, the Dow showed signs of recovery after a choppy start. It ended up 32 points, or 0.1 per cent, despite spending much of the session in negative territory. This modest rebound came as 18 out of the 30 component stocks turned positive, indicating solid breadth across the index. Such participation from a majority of its members suggested underlying strength, rather than a rally propped up by just a handful of heavyweights.

The S&P 500, for its part, held firm in positive ground throughout, rising 0.2 per cent by early afternoon. It experienced several ups and downs, reflecting the push and pull between buyers and sellers, yet it never dipped into the red for long.

The Nasdaq Composite’s 0.5 per cent advance stood out, fuelled by renewed interest in artificial intelligence-related names and the broader Big Tech sector. This dip-buying behaviour explained much of the divergence, as tech enthusiasm lifted the index while others lagged slightly.

The Dow faced headwinds mid-session, slipping 45 points or 0.1 per cent after an initial pop higher. Only 14 of its 30 stocks gained ground at that point, underscoring its relative underperformance compared to peers. Unlike the Nasdaq or S&P, the Dow carries fewer pure-play AI and tech exposures, and it prices its components by share value rather than overall market capitalisation. This structure amplified the drag from laggards.

Notably, Apple, one of the Dow’s key holdings, traded lower despite its recent strong run, which further weighed on the index. In contrast, the Nasdaq benefited from its heavier tilt toward innovative sectors, where investors scooped up shares on any weakness, perpetuating the rally in tech darlings.

Shifting focus to broader influences, several macroeconomic tailwinds and regulatory advancements played a pivotal role in bolstering sentiment. The Federal Reserve’s rate cut in September, which brought the target range to 4.00 per cent to 4.25 per cent, eased borrowing pressures across the economy. Coupled with this, the GENIUS Act streamlined rules for exchange-traded funds, enhancing liquidity prospects.

The Securities and Exchange Commission approved ETFs for alternative coins and unified derivatives regulations, which cleared away much of the fog surrounding crypto investments. These steps actively drew in more capital from institutions, fostering a positive spillover into equities. Crypto’s seven-day correlation to the Nasdaq 100 stood at +0.72, illustrating how shared economic drivers linked these assets.

Investors now anticipate the SEC’s October 10 deadline for approving a Solana ETF, with analysts pegging the odds above 95 per cent. This potential green light could further integrate digital assets into traditional portfolios, amplifying the bullish momentum seen in stocks.

Binance’s recent initiatives added another layer of institutional momentum to the mix. The exchange introduced a white-label platform allowing banks and brokerages to integrate crypto offerings seamlessly, echoing a similar launch by Coinbase in June. This development sparked a sharp uptick in activity, with spot trading volume surging 58.47 per cent over 24 hours and derivatives volume jumping 77.41 per cent.

Such increases pointed to heightened engagement from professional players, bridging the gap between traditional finance and digital assets. Tokens like BNB rose 3.78 per cent, while Mantle climbed 7.41 per cent, buoyed by corporate adoptions such as CEA Industries’ US$160 million purchase of BNB for its treasury.

These moves signalled growing confidence in crypto as a viable reserve asset. Looking ahead, Binance’s full rollout of this service in the fourth quarter will serve as a crucial gauge for enduring demand from institutions, potentially sustaining the uplift in related equities.

On the technical and on-chain front, the picture presented a blend of encouraging and cautionary signals. BNB’s Maxwell hard fork reduced block times to 0.75 seconds, accelerating network efficiency and spurring greater usage. Bitcoin’s market dominance edged up to 58.05 per cent, hinting at a shift toward established large-cap cryptos amid uncertainty.

Total open interest in crypto reached US$1.14 trillion, up 9.66 per cent in the last 24 hours, which underscored robust speculative interest. However, the MACD histogram dipped to -10.59 billion, flagging potential overheating in derivatives markets. This duality captured the market’s current state: enthusiasm tempered by risks of excess leverage.

In my opinion, this Monday’s market action marks a turning point where policy easing and innovation converge to propel assets higher, albeit with vulnerabilities. I view the Fed’s dovish stance as a foundational support, lowering costs and encouraging risk-taking that benefits both stocks and crypto. The rate cut directly contributes to improved liquidity, which in turn supports the Nasdaq’s outperformance through investments in AI and tech.

Regulatory clarity, especially around ETFs and derivatives, removes barriers that once deterred big money, and the high odds for Solana’s approval excite me as a catalyst for fresh inflows. Binance’s push feels like a game-changer, actively pulling traditional finance into the fold and driving those volume spikes that ripple into broader markets. The corporate buys, like CEA Industries’ sizable BNB stake, convince me that we’re seeing real adoption, not just hype.

I remain watchful of the mixed technicals. The rise in Bitcoin dominance suggests investors favor safety in giants, which could cap gains in smaller names and indirectly pressure diversified indices like the S&P. The open interest boom is thrilling, but that negative MACD reading worries me about overextension in derivatives, where unwinds could spark volatility. Spot ETF assets under management at US$147.75 billion provide a buffer, yet if leverage risks escalate, they might not hold the line.

Overall, I lean bullish, believing macro tailwinds and institutional integration outweigh the froth. The Dow’s recovery, with 18 components advancing, reassures me of broad participation, while the Nasdaq’s 0.5 per cent gain highlights sector leadership. If Congress averts the shutdown, this could extend the grind higher.

 

Source: https://e27.co/the-new-market-symbiosis-how-fed-easing-ai-and-crypto-etfs-are-lifting-equities-20250930/

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 dovish inflection: Fed cuts, TikTok truce, and crypto crossroads set stage for market repricing

The dovish inflection: Fed cuts, TikTok truce, and crypto crossroads set stage for market repricing

The Federal Reserve’s meeting on Tuesday and Wednesday stands out as the centerpiece, with widespread expectations that the central bank will deliver its first rate cut of the year, potentially by 25 or even 50 basis points, to support economic growth amid lingering inflation concerns.

This move aligns with a broader global trend where policymakers grapple with balancing growth and price stability. The Bank of England wraps up its deliberations on Thursday, likely holding rates steady at 4.0 per cent while signaling future adjustments based on incoming data.

Over in Japan, the Bank of Japan continues its gradual normalisation path, and the Bank of Canada faces similar pressures to ease if economic indicators weaken further. These meetings dominate the calendar, and traders watch closely for any hints of coordinated action that could ripple through currency markets and equity valuations. This synchronised focus on monetary policy reflects a maturing global economy that prioritises data-driven decisions over knee-jerk reactions, which bodes well for sustained risk appetite in the coming months.

Amid this backdrop, a breakthrough in US-China relations added fuel to the positive sentiment. Negotiators from both sides hammered out a framework agreement to restructure TikTok’s ownership, transferring control to a US-dominated entity while addressing national security worries that have loomed over the app for years. Treasury Secretary Scott Bessent confirmed the deal during talks in Spain, noting that President Trump and President Xi Jinping plan to make a direct call on Friday to iron out the final details.

This development marks a significant step in thawing trade tensions, as it ties into larger discussions on tariffs, technology transfers, and supply chain resilience. China acknowledged a basic consensus on the ownership shift, which could prevent an outright ban on TikTok in the US and open doors for similar resolutions in other contentious areas like semiconductors and electric vehicles.

From where I sit, this agreement signals pragmatic leadership from both leaders, who recognise that escalating disputes hurt businesses on all sides. It could pave the way for broader trade pacts, boosting investor confidence and potentially lifting export-oriented sectors in both economies. The market’s initial reaction underscores this, with shares of tech firms tied to social media and advertising perking up on the news.

Wall Street captured this upbeat mood right from the opening bell on Monday. The Dow Jones Industrial Average climbed 0.11 per cent, reflecting steady gains in blue-chip names like industrials and financials that stand to benefit from looser policy. The S&P 500 pushed higher by 0.47 percent.

In comparison, the Nasdaq Composite led the pack with a 0.94 percent advance, driven mainly by technology giants such as Apple and Nvidia, which continue to ride the wave of AI enthusiasm and anticipated lower borrowing costs. These record closes for the S&P and Nasdaq highlight the resilience of US equities, even as valuation concerns linger in some corners.

Tech stocks, in particular, thrived on the combination of the TikTok news, which alleviates regulatory overhangs, and the broader expectation of Fed easing that would reduce the cost of capital for growth-oriented companies. Investors rotated into these names, shrugging off minor profit-taking in overbought areas. I believe this performance sets a strong tone for the week, as any dovish tilt from the Fed could propel these indexes to new highs, though we must remain vigilant for any surprises in the dot plot or forward guidance that might temper the rally.

Fixed income markets told a complementary story, with US Treasury yields dipping slightly as participants bet on imminent rate relief. The benchmark 10-year Treasury note yield fell three basis points to settle at 4.03 per cent, while the two-year yield eased two basis points to 3.53 per cent, narrowing the yield curve inversion that has plagued markets for so long. This softening reflects bets that the Fed will act decisively to prevent a deeper slowdown, pulling longer-dated yields lower in anticipation of multiple cuts through year-end.

The curve’s steepening, with the 10-year minus two-year spread widening to 0.51 per cent, suggests growing comfort that recession risks are fading. These movements validate the market’s forward-looking nature, where bond traders often price in policy shifts before they occur, providing a buffer against volatility. Lower yields support equity valuations by making stocks more attractive relative to fixed income, and they ease mortgage rates, which could stimulate housing activity down the line. The US dollar followed suit, weakening against a basket of major currencies as the Dollar Index dropped 0.25 per cent to close at 97.30. This pullback stems from the softer yields and the prospect of a less hawkish Fed, which diminishes the greenback’s safe-haven appeal.

Meanwhile, gold seized the opportunity to shine, surging 1.1 per cent to reach US$3,680.80 per ounce, its strongest level in months. The metal benefits from the dollar’s retreat and the flight to quality ahead of policy uncertainty, with central banks worldwide adding to their reserves at a brisk pace. Brent crude oil also edged up 0.67 per cent to 67.44 dollars per barrel, as geopolitical tensions in Eastern Europe, including Ukrainian drone strikes on Russian refineries, raise supply disruption fears.

These commodity moves illustrate the interconnectedness of global risks, where energy security concerns amplify inflationary pressures that central banks must navigate. I see gold’s rally as particularly telling, not just a hedge against uncertainty but a bet on persistent loose policy that could erode fiat currencies over time.

Shifting to Asia, equities presented a mixed picture at the start of the week, building on Friday’s positive close but showing some divergence in early trading on Tuesday. Japan’s Nikkei index opened higher, supported by exporter gains from a weaker yen, while Australia’s ASX climbed on commodity strength. South Korea’s Kospi joined the uptrend, buoyed by semiconductor demand, though Hong Kong’s Hang Seng lagged slightly due to property sector woes.

Overall, the MSCI Asia-Pacific Index hovered near record territory, reflecting spillover from Wall Street’s strength and optimism around global growth. US equity futures pointed to a mixed open stateside, with Dow contracts down marginally while Nasdaq futures held flat, suggesting traders await Fed cues before committing fully.

In my assessment, Asia’s resilience demonstrates its decoupling from pure US dependency, with domestic factors such as China’s stimulus hints playing a larger role. This regional buoyancy could be sustained if central bank outcomes align with expectations, fostering cross-border capital flows.

Turning to the cryptocurrency space, Next Technology Holding Inc., traded under the ticker NXTT, made headlines by filing a US$500 million shelf registration with the SEC to issue common stock over time. The company explicitly stated that a portion of the proceeds would fund Bitcoin acquisitions, aligning with a growing trend among public firms to diversify into digital assets as a treasury reserve. This move follows similar strategies by companies such as MicroStrategy, which have seen their stock prices correlate closely with Bitcoin’s performance. NXTT’s announcement sparked an immediate reaction, with shares dropping nearly three per cent in after-hours trading, likely due to dilution fears from the potential stock issuance. However, management emphasized that Bitcoin remains central to their long-term strategy, viewing it as a superior store of value amid inflationary environments. The filing allows for flexibility in one or more offerings, giving the board discretion over timing and allocation.

From my perspective, this step by NXTT underscores the mainstreaming of corporate crypto adoption, where firms leverage public markets to build substantial holdings. While short-term volatility is inevitable, such initiatives could drive Bitcoin’s price higher by increasing institutional demand, especially if regulatory clarity improves under the current administration.

Ethereum’s narrative offers a contrasting yet intriguing angle, trading around US$4,520 on Monday after a 2.01 per cent decline that underperformed the broader crypto market’s 0.96 percent drop. Standard Chartered’s global head of digital asset research, Geoffrey Kendrick, argued in a recent note that digital asset treasuries focused on Ethereum hold the highest probability of long-term success compared to those piling into Bitcoin or Solana.

Kendrick points to Ethereum’s staking yields, which provide passive income streams that enhance sustainability for these corporate holders, unlike the more static holdings in Bitcoin. He warns of a potential shakeout among digital asset treasuries, where market capitalization compresses relative to net asset values, squeezing out weaker players. An mNAV above one indicates trading at a premium, signaling investor trust, but Ethereum’s ecosystem advantages, including layer-two scaling and DeFi dominance, position its treasuries for outperformance.

Kendrick maintains ambitious price targets, forecasting US$7,500 for Ethereum by year-end and US$25,000 by 2028, calling recent dips a prime entry point. I agree with this outlook, as Ethereum’s utility beyond mere speculation gives it an edge in a maturing crypto landscape, where yield generation becomes key for institutional viability.

Delving deeper into Ethereum’s challenges, the price breakdown below the US$4,500 support level triggered a cascade of stop-loss orders and invalidated the short-term bullish setup. The token slipped under the 100-hourly simple moving average and now tests the 50 per cent Fibonacci retracement at US$4,509.35. This technical fracture amplified selling pressure, with 24-hour trading volume spiking 41.34 per cent to US$39.26 dollars, confirming the bearish shift through heightened liquidity.

Algorithmic traders and leveraged positions exacerbated the move, leading to liquidations that fed the downward spiral. Looking ahead, a decisive close above US$4,509 might halt the bleeding and restore stability, but persistent failure could drag prices toward the 78.6 per cent Fibonacci level at US$4,255, opening the door to further downside. These patterns remind us that crypto markets remain prone to sharp reversals, driven by sentiment and technical triggers more than fundamentals in the near term. Ethereum’s robust mid-term prospects, anchored in network upgrades like Dencun and growing adoption in real-world assets, suggest this dip represents a temporary setback rather than a trend reversal.

Compounding the technical woes, Ethereum exchange-traded funds experienced significant outflows, with US$152.3 million pulled on August 1, marking the largest single-day exit in recent weeks according to SoSoValue data. BlackRock’s ETHA fund bore the brunt of these withdrawals, erasing some of the bullish momentum from July’s US$5.43 billion in net inflows.

This profit-taking by institutions highlights short-term caution, even as Ethereum boasts a 79 per cent gain over the past 90 days. Despite the outflows, ETF issuers collectively hold ETH6.3 million, valued at around US$26 billion, which speaks to underlying long-term conviction. Broader stablecoin supply hit all-time highs, indicating ample liquidity in the ecosystem. Still, it has not yet translated into aggressive Ethereum buying, possibly due to awaiting clearer regulatory signals or Fed outcomes. In my estimation, these ETF flows reveal the growing pains of crypto’s integration into traditional finance, where volatility tests investor resolve. However, the sheer scale of prior inflows demonstrates Ethereum’s appeal as a portfolio diversifier, and I expect renewed accumulation once macroeconomic headwinds ease.

Ethereum’s story intersects with larger themes in the digital asset world, where corporate treasuries, such as NXTT’s Bitcoin pivot and Standard Chartered’s Ethereum endorsement, highlight diverging strategies. Bitcoin remains the undisputed king for its simplicity and scarcity, but Ethereum’s yield-bearing features could attract more sophisticated players seeking returns beyond holding. The recent ETH price action and ETF dynamics underscore the need for patience amid bearish signals, yet the fundamentals point to resilience. Stablecoin liquidity at record levels signals latent capital ready to deploy, potentially fueling a rebound if technical supports hold. Geopolitical factors, such as the US-China deal, might indirectly benefit crypto by stabilising global trade and reducing uncertainty that drives safe-haven flows into assets like gold and Bitcoin.

In reflecting on this week’s developments, I see a market at an inflexion point, where central bank actions could unlock fresh upside across asset classes. The TikTok framework deal exemplifies how diplomacy can swiftly alter risk perceptions, much like how corporate crypto moves challenge traditional finance norms. While Ethereum faces near-term headwinds from technical breaks and outflows, its structural advantages position it for outsized gains in a rate-cutting environment favouring growth assets.

Overall, global sentiment leans positive, with equities, commodities, and cryptos aligned for potential advances if policymakers deliver as anticipated. Investors should focus on diversification, monitor yield curves and ETF flows, and trade headlines for cues. This convergence of events reminds us that markets thrive on clarity, and with major decisions imminent, the stage is set for a dynamic week ahead.

 

Source: https://e27.co/the-dovish-inflection-fed-cuts-tiktok-truce-and-crypto-crossroads-set-stage-for-market-repricing-20250916/

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