--
Leo乘风
--
The financial markets are holding their breath, waiting for the Federal Reserve's rate cut in September! Hesitant to take action, after all, Grandpa Trump is known for stirring things up.
Unlike the rate cut cycles of 2007/2008 and 2020, the 08 crisis was a global financial crisis, with Lehman Brothers collapsing and Wall Street in turmoil. The year 2020 saw a pandemic black swan, with stock market circuit breakers triggered, and the Federal Reserve's QE flooding the market, leading retail investors and institutions to make money from home, trading stocks and cryptocurrencies, creating the frenzy of the 2021 season!
In 2025, although Trump wielded tariffs and made a fortune, the inflation tiger remains, with internal political conflicts, allies facing assassination, and several setbacks. Externally, issues with Canada are still not fully resolved. However, employment and economic data in North America are generally good, Silicon Valley remains the global innovation center, and American companies still dominate the Global 500!
Moreover, this time institutions have become smarter, under the guidance of policies and compliance, almost every fund, institution, and university can obtain exposure to cryptocurrencies, without excessive FOMO.
At the same time, teams from the University of Tokyo and Trump are in talks in Madrid, laying the groundwork for the October APAC meeting. Optimistically speculating, the two sides are expected to reach some important agreements in October. From the on-chain TVL, the funding for #ETH remains substantial, and the #sol DAT consortium is also increasing its purchases. We can also see from on-chain data that Trump's media technology group holds a total of #BTC that has reached the top 8 position, with costs between $110,000.
So we can be relatively cautiously optimistic; there may be a correction after the rate cut, but a dramatic volatility like before may not occur! $BTC #美国讨论BTC战略储备 #币安HODLer空投AVNT
Unlike the rate cut cycles of 2007/2008 and 2020, the 08 crisis was a global financial crisis, with Lehman Brothers collapsing and Wall Street in turmoil. The year 2020 saw a pandemic black swan, with stock market circuit breakers triggered, and the Federal Reserve's QE flooding the market, leading retail investors and institutions to make money from home, trading stocks and cryptocurrencies, creating the frenzy of the 2021 season!
In 2025, although Trump wielded tariffs and made a fortune, the inflation tiger remains, with internal political conflicts, allies facing assassination, and several setbacks. Externally, issues with Canada are still not fully resolved. However, employment and economic data in North America are generally good, Silicon Valley remains the global innovation center, and American companies still dominate the Global 500!
Moreover, this time institutions have become smarter, under the guidance of policies and compliance, almost every fund, institution, and university can obtain exposure to cryptocurrencies, without excessive FOMO.
At the same time, teams from the University of Tokyo and Trump are in talks in Madrid, laying the groundwork for the October APAC meeting. Optimistically speculating, the two sides are expected to reach some important agreements in October. From the on-chain TVL, the funding for #ETH remains substantial, and the #sol DAT consortium is also increasing its purchases. We can also see from on-chain data that Trump's media technology group holds a total of #BTC that has reached the top 8 position, with costs between $110,000.
So we can be relatively cautiously optimistic; there may be a correction after the rate cut, but a dramatic volatility like before may not occur! $BTC #美国讨论BTC战略储备 #币安HODLer空投AVNT
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.