Tag Archives: rally

Global markets ride the Fed wave, but can the rally last?

Global markets ride the Fed wave, but can the rally last?

Global markets showed a resilient spirit as investors largely brushed aside brewing political storms in key regions like Japan, France, and parts of the emerging world. Traders focused instead on the promise of easier monetary policy from the Federal Reserve, which propelled US stocks toward fresh peaks.

The S&P 500 gained 0.21 per cent, the Nasdaq Composite climbed 0.45 per cent to a record close of 21,798.70, and the Dow Jones Industrial Average rose 0.25 per cent. This upbeat mood reflected growing bets on a rate cut at the Fed’s September 17 meeting, with markets now pricing in a strong chance of a 50 basis point reduction following recent weak jobs data.

Economists at Standard Chartered and Bank of America adjusted their forecasts accordingly, pointing to cooling labour market signals as the trigger for bolder action from policymakers.

In my view, this optimism makes sense because the US economy still hums along with solid consumer spending and corporate earnings, but the Fed needs to act decisively to prevent any slowdown from gaining traction. A half-point cut could juice risk assets further without igniting inflation fears, especially with core PCE readings holding steady around 2.6 per cent.

Bonds, dollar, and gold respond

Bond markets echoed this sentiment as yields dipped across the curve. The two-year Treasury yield dropped 2.3 basis points to 3.486 per cent, while the ten-year yield fell 3.4 basis points to 4.040 per cent. Investors piled into Treasuries as a safe haven amid the political noise overseas, but the real driver came from expectations of lower short-term rates. The US Dollar Index weakened 0.3 per cent, easing pressure on exporters and giving multinational companies a breather on their overseas profits.

Gold, meanwhile, advanced 0.7 per cent to close at US$3,636 per ounce, benefiting from the dollar’s slide and persistent safe-haven demand tied to geopolitical flare-ups in the Middle East and Europe. I see gold’s rally as a classic hedge play, but its lofty levels also hint at broader concerns about fiscal sustainability in the US, where deficits continue to balloon past US$2 trillion annually. If the Fed cuts rates too aggressively, it could fuel even more gold buying from central banks in Asia and the Middle East.

Oil steadies on OPEC+ restraint

Over in commodities, Brent crude oil settled 0.8 per cent higher at US$66 per barrel after OPEC+ surprised markets with a smaller-than-expected supply hike. The group, comprising eight key members, agreed to boost output by just 137,000 barrels per day starting in October, a fraction of the 555,000 barrels per day increases seen in prior months. This cautious approach stems from sticky demand worries amid slowing global growth and ample non-OPEC supply from the US shale patch.

Geopolitical tensions, including Houthi attacks in the Red Sea and sanctions on Russian exports, kept a floor under prices, preventing a deeper slide. OPEC+’s restraint buys time for oil producers to navigate the energy transition, but it also underscores the cartel’s waning influence as electric vehicles proliferate and renewable investments surge. If China’s economy rebounds more forcefully than expected, we could see Brent push toward US$70 by year-end, but recession risks in Europe temper that upside.

Asia reacts to US momentum

Asian stock indexes mostly climbed on Monday, buoyed by the US rally and hopes for synchronised global easing. Japan’s Nikkei 225 surged to a milestone 44,000 for the first time, fuelled by optimism around trade deals and consumer spending data that beat forecasts. The index pulled back slightly in early Tuesday trading as Prime Minister Shigeru Ishiba’s potential departure added to policy uncertainty, with the yen weakening further against the dollar.

Political turbulence in Europe and emerging markets

In France, the government’s collapse under Prime Minister François Bayrou marked yet another chapter in political instability, raising fears of snap elections and fiscal gridlock that could drag on the eurozone’s recovery. Emerging markets faced their own headwinds, but the standout story came from Indonesia, where the Jakarta Composite plunged 1.28 per cent ahead of President Prabowo Subianto’s announcement replacing Finance Minister Sri Mulyani Indrawati with economist Purbaya Yudhi Sadewa.

Mulyani, a globally respected figure who steered the economy through the pandemic, leaves a void that could spark market jitters, especially with Indonesia’s rupiah already under pressure from capital outflows. Early Tuesday sessions saw most Asian bourses edge higher, with Hong Kong’s Hang Seng up 0.5 per cent on tech gains and South Korea’s Kospi adding 0.3 per cent.

These political shifts, while disruptive, are priced mainly in the months following, and markets will pivot back to fundamentals, such as earnings growth. That said, Indonesia’s move feels riskier; losing Mulyani at a time of high public debt could invite rating agency scrutiny and higher borrowing costs for Southeast Asia’s largest economy.

Crypto consolidates amid uncertainty

Turning to cryptocurrencies, Bitcoin grappled with resistance around US$112,500, consolidating after a recovery from the US$110,000 support zone. The flagship coin traded above US$111,000 and its 100-hour simple moving average, with a bullish trend line holding at US$110,800 on the hourly chart sourced from Kraken data. Bulls pushed past the 50 per cent Fibonacci retracement of the recent swing from US$113,372 to US$110,039, but bears dug in near US$112,600, capping upside.

A break below US$110,800 could trigger a sharper pullback, while staying under US$113,000 might signal more downside. Recent whale activity added pressure, with large holders offloading 112,000 BTC over the past month, hinting at September’s historical weakness for the asset.

On X, analysts noted Bitcoin boxing between US$112,000 and US$114,000 ahead of key CPI data, urging caution in a video breakdown that highlighted macro tailwinds from Fed cuts. Another post from Swiss Whale Intelligence flagged massive sales of over 5,000 BTC each, underscoring exchange inflows that could weigh on sentiment.

In my opinion, Bitcoin’s current stall reflects a broader crypto market awaiting clarity on US policy, but the setup favours bulls if rate cuts materialise. With mining difficulty hitting all-time highs, network security remains robust, and institutional inflows via ETFs could propel BTC toward US$116,000 if it clears US$113,000 resistance. September often proves choppy for Bitcoin, but this cycle’s momentum from halvings and adoption suggests any dip below US$110,000 offers a buying opportunity rather than a bear trap.

Dogecoin’s speculative swings

Dogecoin, the perennial meme coin darling, sparked endless debates on its trajectory, blending community fervour with technical scrutiny. After a strong first-quarter rebound above US$0.40, DOGE retreated to around US$0.22, testing support amid waning hype. Recent charts from CryptoELITES on X show resistance at US$0.27 and US$0.31, with a breakout requiring fresh institutional spark or viral momentum.

The REX-Osprey ETF filing emerged as a potential catalyst, promising easier access for big players and clearer regulations that could mirror Bitcoin’s ETF boost. Changelly’s forecasts paint a measured path: US$0.21 to US$0.24 in 2025, dipping to US$0.14 to US$0.19 in 2026 before rebounding to US$0.36 in 2027 and US$0.45 to US$0.53 in 2028.

By 2030, they eye highs near US$1.13, driven by broader crypto adoption and Dogecoin’s utility in payments via integrations like Twitter’s tipping features. Other analysts diverge; Wallet Investor sees an average US$0.279 by the end of 2025, while CoinCodex predicts a 16 per cent rise to US$0.276 by October, contingent on the altcoin season kicking in as Bitcoin dominance fades.

I lean toward the conservative side here; Dogecoin thrives on Elon Musk’s tweets and meme culture, but sustained growth requires real-world use cases, such as microtransactions or DeFi integrations. At current levels, it carves a potential bottom, and a push to US$0.54 on ETF approvals feels plausible, but US$5 remains a stretch without massive hype cycles. Speculators aiming for US$1 by 2030 should watch for volume spikes and correlation with Bitcoin’s movements, as DOGE often amplifies broader crypto trends.

Final thoughts: Risk appetite intact

Looking across these developments, global risk appetite holds firm despite the political crosswinds, and I expect that trend to persist into the week’s CPI release and Fed meeting. US equities near records underscore the strength of tech and consumer sectors, but watch for overvaluation in megacaps like Nvidia and Apple, where earnings multiples exceed 30 times forward profits.

Political risks in Japan and France could spill over if they delay reforms, hurting export-dependent economies, while Indonesia’s finance minister swaps tests emerging market resilience. In commodities, oil’s modest uptick buys time for OPEC+, but non-OPEC supply growth caps gains. Crypto, with Bitcoin’s consolidation and Dogecoin’s speculative allure, mirrors the macro divide between steady growth and high-volatility bets.

Overall, I view this as a constructive setup for risk assets, provided the Fed delivers on cuts without signalling distress. Investors should trim exposures in volatile pockets like emerging equities and meme coins, while adding to quality US names and gold as hedges. The next few days will clarify if this shrug-off of uncertainties proves prescient or premature, but the data points to a continued upward grind amid easing cycles worldwide.

 

Source: https://e27.co/global-markets-ride-the-fed-wave-but-can-the-rally-last-20250909/

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

What drives Bitcoin’s rally? Decoding market forces in 2025

What drives Bitcoin’s rally? Decoding market forces in 2025

As of June 26, 2025, the global financial landscape has been characterised by a steady risk sentiment, with traders meticulously evaluating a blend of simmering economic uncertainties and geopolitical developments. Among the standout stories in this environment is Bitcoin’s remarkable rally, which has seen the world’s leading cryptocurrency surge by approximately 10 per cent since Sunday, June 22.

This upward trajectory has propelled Bitcoin past US$108,200 by Wednesday, June 25, according to Coinbase data from TradingView, marking a significant recovery from its recent low of around US$98,400. At the same time, broader markets, including US equities, have displayed mixed performances, while key economic indicators and central bank commentary continue to shape investor outlooks.

I’ll unpack the driving forces behind Bitcoin’s rally, explore its interplay with the broader economic context, and offer my perspective on what this means for the cryptocurrency’s near-term future, all grounded in the latest data and market insights.

Bitcoin’s rally: A geopolitical tailwind

One of the most compelling explanations for Bitcoin’s recent surge lies in the easing of geopolitical tensions, particularly in the Middle East. Analysts across the board have identified a reduction in conflict-related concerns as the primary catalyst for this rally. To understand why this matters, it’s worth considering how geopolitical risks influence investor behaviour. When tensions flare, whether through military escalations or political instability, markets often see a flight to safety.

Investors flock to traditional safe-haven assets, such as gold, US Treasuries, or even the US dollar, while riskier assets, including cryptocurrencies, tend to face selling pressure. Bitcoin, despite its occasional reputation as “digital gold,” is still primarily perceived as a speculative investment, making it sensitive to such shifts in sentiment.

The flip side, however, is equally telling. As fears of conflict in the Middle East have subsided over recent days, the perceived risk in the global environment has diminished. This has emboldened investors to re-embrace risk assets, with Bitcoin emerging as a beneficiary. The nearly 10 per cent gain since Sunday reflects this renewed appetite, as traders interpret the cooling tensions as a green light to allocate capital to high-growth opportunities.

This dynamic underscores Bitcoin’s dual nature: it thrives in times of risk-on sentiment but remains vulnerable to sudden geopolitical shocks. While the current calm has fuelled its rally, any unexpected flare-up could swiftly alter the narrative, a point I’ll revisit later when assessing risks.

Technical indicators: A bullish setup

Beyond the geopolitical backdrop, Bitcoin’s price action is supported by robust technical indicators, which offer a window into its momentum and potential trajectory. Let’s start with the Exponential Moving Averages (EMAs)—specifically the 20-day, 50-day, 100-day, and 200-day lines. These are critical tools for traders, helping to smooth out price data and identify trends.

As of now, all four EMAs sit below Bitcoin’s current price trend, a configuration that signals increasing volatility and a strong upward movement. When shorter-term EMAs (like the 20-day) and longer-term ones (like the 200-day) align below the price, it often indicates that the asset is in a bullish phase, with buying pressure outpacing selling. For Bitcoin, this setup suggests that the rally has legs, at least in the short term.

Complementing this is the Stochastic Relative Strength Index (RSI), another key indicator that measures momentum on a scale from 0 to 100. In the daily time frame, Bitcoin’s Stochastic RSI has broken out of its oversold range (below 20) and is now approaching the overbought territory (above 80). The three-day average trendline is on the cusp of retesting this upper threshold, reinforcing the notion of strong upward momentum.

In simpler terms, this tells us that Bitcoin has shifted from being undervalued to potentially overvalued in a short span, a classic sign of a powerful rally. I’d caution that an approach to overbought levels can also signal a looming correction if momentum stalls. For now, though, the technicals paint a positive picture.

What does this mean for Bitcoin’s price targets? If the bullish trend holds, we could see it test resistance at US$109,631 soon, with a stretch goal of US$111,970 in the coming days. On the other hand, a bearish reversal, perhaps triggered by external shocks, might pull it back to immediate support at US$107,218, or even down to US$104,810 if sentiment worsens further. These levels, derived from recent price action, are critical markers for traders and will likely dictate Bitcoin’s next moves.

The broader economic picture: Mixed signals and Fed focus

While Bitcoin’s rally grabs headlines, it’s unfolding against a complex economic backdrop that warrants a closer look. On Wednesday, June 25, US stock markets closed with a mixed performance: the Dow Jones Industrial Average slipped 0.25 per cent, the S&P 500 remained flat, and the Nasdaq Composite edged up 0.31 per cent. This divergence suggests uncertainty among investors, possibly reflecting unease about the direction of the economy or geopolitical risks.

The Dow’s decline might signal concerns in industrial or traditional sectors, while the Nasdaq’s gain points to resilience in tech, a sector often aligned with Bitcoin’s risk profile. From my vantage point, this mixed performance suggests markets are in a wait-and-see mode, awaiting clearer signals.

A focal point on Wednesday was Federal Reserve Chair Jerome Powell’s testimony, his second day addressing lawmakers. Powell acknowledged the difficulty in gauging how tariffs might affect consumer prices—a nod to ongoing trade tensions—while touting the US economy as the world’s strongest.

His call for cautious, deliberate policy moves in uncertain times struck me as pragmatic. The Fed’s slow-and-steady approach could stabilise markets, but it also leaves room for speculation about future rate decisions, especially with big data drops on the horizon.

On Thursday, June 26, the US economic calendar is packed: the third reading of Q1 2025 GDP, weekly initial jobless claims, and May’s advance goods trade balance are all due. These releases could alter expectations about growth and inflation, indirectly affecting Bitcoin through shifts in risk sentiment.

Meanwhile, bond markets offered little drama. US Treasury yields were steady, with the 10-year yield dipping less than 1 basis point to 4.28 per cent and the two-year yield easing to 3.77 per cent. Stable yields suggest that no major recalibration of interest rate expectations is yet needed. The US dollar, which settled at 97.68 (-0.18 per cent), also held steady.

However, it wobbled early Thursday after a media report suggested that President Donald Trump might replace Powell as Fed Chair, despite 11 months remaining in his term. This rumor, if substantiated, could inject volatility into markets, including Bitcoin, given the Fed’s outsized role in shaping monetary conditions.

Personally, I find the timing curious, 11 months is an eternity in politics, and I’d wager it’s more noise than signal for now. Still, it’s a wildcard worth watching.

Commodities and global markets: A steady pulse

Elsewhere, commodity markets provided additional context. Gold ticked up 0.1 per cent to US$3,327.91 per ounce, a modest gain for a classic safe-haven asset. Brent crude oil, after a sharp selloff earlier in the week, climbed 0.8 per cent to US$67.68 per barrel. These movements suggest a market that’s cautious but not panicked, gold’s slight rise reflects lingering unease, while oil’s rebound might signal stabilising demand.

In Asia, equities opened higher on Thursday, a sign of tentative optimism, while US equity futures pointed to a flat opening, mirroring the indecision seen the previous day. Together, these threads weave a tapestry of steady risk sentiment, with Bitcoin’s rally standing out as a bold stroke.

My take: Bitcoin’s rally in perspective

So, what’s my view on all this? Bitcoin’s 10 per cent surge since Sunday is impressive, no doubt, and the confluence of easing Middle East tensions and bullish technicals makes a compelling case for its strength. I view it as a classic risk-on move—investors, relieved by a quieter geopolitical landscape, are piling into an asset known for its outsized returns.

The technical indicators reinforce this, indicating a market in a full bullish tilt. If I were trading, I’d be eyeing that US$109,631 resistance with interest, maybe even US$111,970 if momentum holds.

But here’s where I temper my enthusiasm. The broader economic context feels like a tightrope walk. The mixed US stock performance, steady yields, and Powell’s cautious tone tell me that while things aren’t falling apart, they’re not exactly roaring either. Thursday’s data dump could shift the mood. Strong GDP or jobless claims might fuel more risk-taking, while weak numbers could dampen it.

The Fed Chair rumor adds another layer of intrigue; a leadership shake-up could rattle markets, though I suspect it’s too early to call. Geopolitics, too, remains a wild card; one misstep in the Middle East, and Bitcoin could see a swift pullback to US$107,218 or lower.

For me, Bitcoin’s rally is a microcosm of today’s market: opportunity wrapped in uncertainty. It’s riding a wave of positive sentiment, but that wave could break if external pressures mount.

 

Source: https://e27.co/what-drives-bitcoins-rally-decoding-market-forces-in-2025-20250626/

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

Markets rally on Middle East ceasefire: But is it sustainable?

Markets rally on Middle East ceasefire: But is it sustainable?

Markets are a reflection of both human sentiment and hard data, reacting in real-time to geopolitical shifts, central bank rhetoric, and the emergence of new asset classes. Currently, a confluence of events easing tensions in the Middle East, measured commentary from Federal Reserve Chair Jerome Powell, and a surge of momentum in the cryptocurrency space have created a fascinating moment for investors.

Global risk sentiment has found a tailwind, lifting stocks, nudging commodities, and even breathing fresh life into digital assets like Bitcoin.

A ceasefire sparks relief

The Middle East has long been a geopolitical powder keg, and any hint of de-escalation sends ripples through global markets. The recent ceasefire between Iran and Israel, announced by President Trump, has done just that. For weeks, tensions between these two nations had kept investors on edge, with fears of a broader conflict threatening oil supplies and regional stability.

Now, with a delicate truce in place, the sigh of relief is almost audible in trading rooms from New York to Tokyo. This isn’t just about avoiding worst-case scenarios. It’s about the psychological boost it gives to risk-taking. When the world feels a little less chaotic, investors are more willing to step out of the bunkers of safe-haven assets and into the sunlight of equities and growth plays.

The evidence is clear in the US stock markets’ performance on Tuesday. The Dow Jones Industrial Average climbed 1.19 per cent, a hearty gain that reflects broad confidence across industries. The S&P 500 wasn’t far behind, up 1.11 per cent, signalling strength in the backbone of America’s largest companies.

And the Nasdaq Composite? It outpaced them both with a 1.43 per cent rise, suggesting that tech and innovation-driven stocks are capitalising on this newfound optimism. This rally feels like a release valve—after months of bracing for bad news, the market is finally catching its breath. But it’s a fragile moment. Financial markets remain closely watching the region, hopeful yet wary that this ceasefire will hold. One misstep, and that relief could evaporate as quickly as it arrived.

The Fed’s steady hand

While the Middle East offers a dose of good news, the Federal Reserve is playing a more measured tune. On Tuesday, Fed Chair Jerome Powell took the stage, emphasising the central bank’s unwavering focus on taming inflation. His message was clear: don’t expect rate cuts anytime soon, not until the Fed has a firmer grasp on how tariffs might jolt prices.

It’s a pragmatic stance, one that acknowledges the messy interplay between trade policy and economic stability. Powell’s upcoming testimony before the Senate Committee on Banking, Housing, and Urban Affairs on Wednesday night looms large. Investors are hungry for clues; Will he double down on this wait-and-see approach, or hint at flexibility if the data shifts?

To me, Powell’s caution feels like a tightrope walk. On the one hand, holding rates steady could anchor inflation expectations, providing businesses and consumers with a sense of predictability. On the other hand, it risks stifling growth if the economy cools too fast. The bond market seems to share this ambivalence.

US Treasury yields dipped on Tuesday, with the 10-year yield falling about 3 basis points to 4.29 per cent and the two-year yield shedding 1.4 basis points to 3.81 per cent. This suggests some investors are still hedging their bets, parking cash in bonds as they await more clarity. The US Dollar Index, down 0.57 per cent to 97.86, echoes this uncertainty; a weaker dollar often signals less demand for the greenback as a safe haven.

In my view, the Fed’s balancing act is a linchpin here. If Powell’s testimony strikes the right chord, it could solidify this risk-on mood; if it falters, we might see a quick retreat.

Commodities feel the shift

Commodities, ever sensitive to global currents, are telling their own story. Gold, the classic refuge in times of trouble, took a hit, dropping 1.5 per cent to US$3316.80 per ounce. It’s lowest in over two weeks. That’s no surprise. With Middle East tensions easing, the need for a safe-haven metal fades, and investors are cashing out.

Brent crude oil followed suit, plunging 6.1 per cent to US$67.14 per barrel. This drop is a double-edged sword. On one side, it’s a sign of supply stability as fears of disrupted oil flows recede; on the other, it could signal softer demand or an oversupply looming on the horizon.

I find the oil move particularly striking. Lower energy costs could ease inflationary pressures, giving the Fed more breathing room; however, if prices continue to decline, energy-dependent economies might feel the pinch.

Asia’s quiet watch

Across the Pacific, Asian markets are holding steady, if not exactly surging. Wednesday’s open saw equities mostly flat, mirroring a cautious tone in US equity index futures. But there’s plenty on the radar. Thailand’s Bank of Thailand (BOT) is expected to maintain its key rate at 1.75 per cent, a decision that signals a vote for stability in a region navigating global crosswinds.

Meanwhile, the Summer Davos in Tianjin is drawing attention, with heavyweights like China’s Premier Li Qiang, Vietnam’s PM Pham Minh Chinh, and Singapore’s PM Lawrence Wong set to speak. Their words could sway sentiment, offering insights into Asia’s economic playbook at a time when every policy signal counts. Asia’s muted response so far suggests a wait-and-see approach, watching the US and the Middle East before making any big moves.

Crypto’s big moment

And then there’s the cryptocurrency market, which is seizing this moment with both hands. Bitcoin blasted past US$105,000 on Tuesday, Ether leapt above US$2,400, and XRP hit US$2.19—a rally sparked by the ceasefire but fuelled by something bigger. The Senate’s Banking Committee dropped a bombshell: a new crypto bill aimed at reining in the SEC’s oversight and setting clear rules for digital assets.

Led by Chairman Tim Scott and Senator Cynthia Lummis, this legislation could redefine cryptocurrency as a commodity or security, allow exchanges to register with the CFTC, and loosen the regulatory chokehold envisioned by SEC Chair Gary Gensler. Robinhood CEO Vlad Tenev called it a game-changer on CNBC, arguing it could help the US reclaim its edge in a space where Europe has been gaining ground.

The momentum doesn’t stop there. Financial titans like Goldman Sachs and Citadel Securities poured money into Digital Asset, a blockchain-focused firm, signalling that Wall Street is warming to crypto’s potential. And in Norway, Green Minerals—a deep-sea mining company—announced a US$1.2 billion plan to build a Bitcoin treasury, joining a wave of public firms betting on digital gold.

Their stock took a hit Tuesday, perhaps reflecting investor skepticism, but the move underscores a broader trend: corporations are starting to see Bitcoin as a legitimate asset. Since January, public companies have snapped up 251,700 BTC, worth US$26.51 billion today. This feels like a tipping point. The ceasefire gave crypto a spark, but these regulatory and institutional shifts could turn it into a wildfire.

My take: A market at a crossroads

Stepping back, I see a global market teetering on the edge of opportunity and caution. The Middle East ceasefire has unlocked a wave of relief, lifting stocks and cryptocurrencies while easing pressure on safe-haven plays like gold and bonds. Powell’s steady hand at the Fed offers reassurance, but his reluctance to signal rate cuts keeps a lid on exuberance.

Investors want certainty, and he isn’t ready to provide it. In Asia, the calm feels deceptive; big decisions and speeches could shift the tide. In the crypto world, we’re witnessing a potential sea change, with regulatory clarity and institutional buy-in that could catapult digital assets into the mainstream.

The takeaway is this: we’re in a moment of transition. The risk-on vibe is real, but it’s fragile, hinging on a ceasefire that could unravel, a Fed that could pivot, and a crypto market that’s still finding its footing. As an observer, I’m cautiously optimistic. The data points to resilience.

Stocks are up, crypto is soaring, and yields are steady, but the human element, the unpredictability of geopolitics and policy, keeps me on edge. This isn’t a time for blind bets; it’s a time to watch, analyse, and adapt. 

 

Source: https://e27.co/markets-rally-on-middle-east-ceasefire-but-is-it-sustainable-20250625/

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