# Сопутствующие статьи по теме Fed

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Fed", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Fed Rate Cut Tonight Almost Certain, This Meeting More Like a 'Political Pressure Test'!

This week's Federal Reserve policy meeting is set to be one of the most contentious in recent years. With key economic data missing due to a 43-day U.S. government shutdown, the meeting has evolved into a stress test of the Fed’s independence and decision-making process. Market expectations for a rate cut have surged from 30% to 97%, reflecting both data uncertainty and growing political influence. Internally, the Fed is deeply divided, with a 4-4 split among key officials between holding rates and cutting. The dot plot shows a rare "bimodal distribution," with 7 officials favoring no change and 8 supporting a 50-basis-point cut. Doves point to a weakening labor market—unemployment rose to 4.3% in August, a four-year high—while hawks emphasize persistent inflation, with core PCE at 2.7%, above the 2% target. Political pressure has intensified, notably through appointments like Stephen Milan, who voted for a deeper cut just one day into his role, aligning with former President Trump’s public demands. The upcoming Fed leadership transition adds further uncertainty, as officials may be positioning for future roles. Amid data gaps and political interference, the Fed faces a complex risk-management dilemma: balancing concerns over slowing employment against inflation risks and soaring government debt interest costs. Communication challenges are heightened by internal divisions, forcing the Fed to rely more on high-frequency and alternative data. This meeting may mark a shift toward a new monetary policy framework where data scarcity and political pressure become persistent challenges to the Fed’s independence.

marsbit12/10 02:29

Fed Rate Cut Tonight Almost Certain, This Meeting More Like a 'Political Pressure Test'!

marsbit12/10 02:29

Retail Investors Are Leaving, What Will Drive the Next Bull Market?

A significant market correction has seen Bitcoin drop 28.57% from $126,000 to $90,000, causing panic, liquidity drying up, and widespread deleveraging. However, structural positives are emerging: the U.S. SEC plans an "Innovation Exemption" in January 2026 to ease compliance, and the Federal Reserve is expected to end quantitative tightening and begin rate cuts, potentially boosting risk assets. The previous retail and leverage-driven bull cycle is unlikely to repeat. While over 200 companies hold $115 billion in crypto via Digital Asset Treasury (DAT) strategies, this represents less than 5% of the crypto market and is insufficient to fuel the next bull run. Instead, three key institutional pipelines are being established: 1. **Institutional Entry via ETFs and Infrastructure**: Global Bitcoin and Ethereum ETFs provide a standardized investment channel. Improved custody and settlement solutions (e.g., from BNY Mellon, Anchorage Digital) enable efficient capital deployment. Pension funds and sovereign wealth funds may soon allocate 1-3% to crypto, potentially moving trillions of dollars. 2. **Real World Assets (RWA) Tokenization**: Tokenizing traditional assets (bonds, real estate) onto blockchains could grow the RWA market from $309 billion today to $4-30 trillion by 2030. Protocols like MakerDAO using U.S. Treasuries as collateral bridge DeFi with traditional finance, offering stable yields and reducing volatility. 3. **Infrastructure Upgrades**: Layer 2 solutions reduce transaction costs and times, crucial for institutional scale. Stablecoins, with a $1.66 trillion market cap and $4 trillion in on-chain volume, have become pillars for cross-border payments and liquidity, especially as regulators mandate full reserve backing. Short-term, Fed policy and SEC rules may drive a speculative rebound in early 2026. Medium-term, gradual institutional capital will provide stability. Long-term, RWA integration could structurally anchor crypto to global finance, enabling sustainable, trillion-dollar growth. The market's evolution from speculation to infrastructure marks its path to maturity.

marsbit12/09 19:39

Retail Investors Are Leaving, What Will Drive the Next Bull Market?

marsbit12/09 19:39

Where Will the Money for the Next Bull Market Come From?

Where Will the Money for the Next Crypto Bull Run Come From? Bitcoin's sharp decline from $126,000 to $90,000 has caused panic and a liquidity crunch. However, structural tailwinds are emerging: the SEC plans an "Innovation Exemption" rule, the Fed is expected to begin a rate-cutting cycle, and global institutional pathways are maturing. The myth of Digital Asset Treasuries (DATs) is fading. Their buying power is insufficient (under 5% of the crypto market) and they can become net sellers during downturns. The real catalysts are institutional. The end of Fed quantitative tightening and potential rate cuts could inject liquidity. A crypto-friendly Fed leadership could further open the banking system to crypto. The SEC's shifting stance, moving crypto from a "threat" to a regulated asset class, reduces compliance barriers. Three key pipelines could deliver the next wave of capital: 1. **Institutional Entry:** Global Bitcoin and Ethereum ETFs provide a standardized entry point. Mature custody and settlement infrastructure (e.g., from BNY Mellon) enables efficient capital deployment. Even a 1-3% allocation from pensions and sovereign wealth funds would represent trillions. 2. **Real-World Assets (RWA):** Tokenizing traditional assets (bonds, real estate) creates a bridge to TradFi. The RWA market, projected to grow 50x to multi-trillions by 2030, offers massive, stable, yield-bearing assets for DeFi (e.g., MakerDAO's use of U.S. Treasuries). 3. **Infrastructure Upgrades:** Layer 2 solutions reduce costs and speed up transactions for institutional use. Stablecoins, with a $166B market cap and $4T in on-chain volume, have become a pillar for compliant, efficient settlements. The money is expected to arrive in phases: a short-term policy-driven rebound (2025-2026), followed by gradual institutional allocation (2026-2027), and finally long-term structural growth powered by RWA integration (2027-2030). The next bull run will be built not on retail speculation, but on institutional trust and infrastructure.

深潮12/09 09:36

Where Will the Money for the Next Bull Market Come From?

深潮12/09 09:36

12.9 Today's Market: Why the Drop? BTC\SOL\ETH\BNB\RDNT\STABLE\TRUMP\Horse to Success\bibi Trading Advice

The cryptocurrency market experienced significant volatility, with $212 million in liquidations over 24 hours, including a single $2.14 million Bitcoin liquidation on Hyperliquid. Market sentiment remains nervous, with high turnover reflecting short-term bearishness, though long-term holders remain steady. The Federal Reserve's upcoming meeting is a key focus, as interest rate decisions may influence market direction. Bitcoin’s support is near $88,100, with a potential dip to $85,200–85,900 offering a buying opportunity. Resistance is at $93,400. SOL may see support at $125.8 and $124, with potential accumulation near $120. ETH has supports at $2,955, $2,865, and $2,805, with resistance at $3,282. BNB’s key level is $898; holding above may lead to a bounce toward $939. Meme coins are highly risky, with many projects on BSC and SOL facing extreme volatility and potential scams. High-cap tokens like BIBI are relatively safer. Patience and strict stop-losses are advised. Specific tokens: - 马到成功 (Horse to Success): Accumulating near $2M market cap with strong community support. - ZEC: Showing strength, possibly entering a major upward trend if it holds key levels. - RDNT: Avoid chasing pumps—likely a temporary bounce. - TRUMP: Unlikely to rally this cycle due to locked supply; may perform in the next bull market if Trump remains politically relevant. - STABLE: Bearish due to high fully diluted valuation and lack of catalysts; consider shorting. Overall, December is to accumulate during consolidation while preserving capital for larger opportunities in Q1 2026.

金色财经12/09 08:43

12.9 Today's Market: Why the Drop? BTC\SOL\ETH\BNB\RDNT\STABLE\TRUMP\Horse to Success\bibi Trading Advice

金色财经12/09 08:43

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