After the Fed meeting on September 17, 2025, during which the rate was lowered by 0.25% to a range of 4.00–4.25%, the mood in the markets and the crypto community is mixed, but tense and watchful.
🧠 What analysts and investors are discussing:
- The Fed is easing its stance without a crisis — a rare case when the rate is lowered at historical highs of S&P 500 and Nasdaq. This sparks debates: some consider it the beginning of a new bull cycle, while others see it as a sign of hidden problems in the economy.
- Powell called the decrease a "precautionary measure" rather than a response to recession. He emphasized that policy is now closer to neutral, and two more decreases are possible by the end of the year.
- Division within the Fed: 11 members supported a decrease, one opposed, insisting on a more aggressive move. This increases uncertainty.
📉 Market Reaction:
- The dollar weakened to its lowest level since February 2022
- Bitcoin remains in accumulation at $115,000, but analysts expect a rise to $130,000
- The crypto community is divided: some await an influx of liquidity and growth in DeFi, while others fear that the rate cut is an attempt to "extinguish" structural problems
🔥 Discussed in crypto forums:
- "This is not a pivot, this is panic" — the opinion of those who believe the Fed's move is a sign of weakness
- "The beginning of the rally, like in 1996" — supporters of the bullish scenario
- "Where is ZRO, when liquidity is approaching?" — discussion of LayerZero tokens and other bridges that may benefit from the influx of capital
The Fed's rate cut in September 2025 at high stock indices and moderate inflation resembles 1996 — when the regulator acted preemptively rather than in response to a crisis. This raises debates: will 2025 be the beginning of a new growth cycle or a hidden signal of alarm?
#fedratecut #JeromePowell #usmonetarypolicy #LayerZero #Write2Earn