The Fed Flies Blind as AI Soars and Crypto Sinks 👀
This week’s Fed meeting probably won’t bring surprises — they’re expected to cut rates by 25bps but won’t say much more, especially since the U.S. government shutdown means they don’t even have fresh data on inflation or jobs. Basically, the Fed’s driving in the dark. Meanwhile, the U.S.–China trade story is still a mess, but at least Trump and Xi are on better terms ahead of their upcoming meeting, which might calm things down a bit.
On the stock side, AI is still the golden child — everyone’s hyped about OpenAI and endless investment in chips, data centers, and energy. It feels a bit like the Dotcom era all over again — exciting but maybe overdone.
Crypto, though? Totally left out. After that early-October crash, traders are still nervous, liquidity’s thin, and those Digital Asset Treasuries are under pressure, possibly dumping more tokens to raise cash.
Feels like we’re in one of those weird transitions — stocks are living in AI fantasy land, the Fed’s playing it safe, and crypto’s just waiting for a real catalyst. If Trump–Xi talks go well, risk assets might get a small bounce, but for now, it’s patience over FOMO.
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