- July 30: PAUSE. - September 17: decrease of 25 bps to 4.00-4.25%. - October 29: decrease of 25 bps to 3.75-4.00%. - December 10: decrease of 25 bps to 3.50-3.75%. - January 28, 2026: PAUSE. - March 18, 2026: PAUSE. - April 29, 2026: decrease of 25 bps to 3.25-3.50%.
P.S. After J. Powell's speech, the market began to price in 3 rate cuts this year #btc #ФРС #Tether $BTC $AVAX $ETH
💲 WSJ: The adoption of GENIUS – a failure for Tether (#USDT).
▪The GENIUS law will establish strict requirements for stablecoins and issuers, which could seriously impact Tether's positions.
▪According to GENIUS – issuers must ensure 100% reserves in liquid assets (cash/government bonds), conduct annual audits, ensure transparency of reserves, and register in the USA.
▪The company primarily backs USDT with volatile assets (BTC, Gold) and does not disclose details of the reserves.
▪Relocating the headquarters to El Salvador is unlikely to help circumvent American requirements.
▪Tether has promised to conduct an audit since 2017.
▪The only way out for the crypto giant is to create a new stablecoin for the USA or focus on markets outside American jurisdiction. #Tether #usdt #BTC $BTC
❗️Over the past couple of years, the stablecoin industry has strengthened and become more popular. ❗️We are reviewing and withdrawing most of the previous recommendations on cryptocurrency. ✔ On the risks of stagflation: We are not currently observing such a situation. ✔ Stagflation is not a baseline scenario, but the FOMC is monitoring the situation. ✔ If stagflation were to begin, it would put the FOMC in a difficult position. ❗️Future trade agreements may allow the FOMC to consider the possibility of a RATE CUT. ✔ In conditions of high uncertainty, I want to take into account real macro data and not be so bold in forecasts. ✔ At some point, we will continue to lower the rate.
J. Powell spoke before the banking committee of the U.S. Senate with a report on the monetary policy. #btc #ETH #AVAX $AVAX $BTC $ETH
✔ Changes in the Fed's forecasts reflect the impact of trade policy on the economy. ✔ We do not take into account the U.S. national debt when making decisions on the Fed rate. ✔ Fiscal policy may contribute to inflation growth, but I will not comment on that. ✔ The government bond market is currently in order and functioning well. ✔ Regarding the recent weakness of the dollar: The market is "digesting" unusually complex economic/geopolitical circumstances. ✔ We expect inflation data. ✔ Tariffs could very well become a one-time inflationary event. ✔ If we are wrong about inflation from trade tariffs - people will have to pay for it for a long time.
J. Powell is addressing the U.S. Senate Banking Committee with a monetary policy report. #btc #ETH #AVAX $BTC $ETH $AVAX
❗The Iran-Israel conflict may flare up again. Probably even in the near future. ✔ Iran has great oil. ✔ The U.S. Department of Justice has appealed the ruling that deemed tariffs illegal. ✔ The Trump administration urges the appeals court to uphold tariff law. ✔ If Iran returns to the nuclear business, we will respond. ✔ We do not rely on Israeli intelligence. ✔ We will not lift sanctions against Iran. ✔ Iran needs money to restore the country to its former state (they will start selling oil aggressively). ✔ Putin wants to end the war in Ukraine. ✔ Putin may have territorial ambitions beyond Ukraine. ✔ The U.S. and Iran may sign an agreement next week - our delegates will meet. ✔ I will talk to Putin. ✔ We are negotiating a trade deal with Spain. We will make them pay twice as much. ❗I have 3-4 potential candidates for the head of the Federal Reserve. ❗J. Powell is a very foolish person for the position he holds. #TRUMP #BTC $TRUMP $BTC
✔ The NATO summit was extremely productive. ✔ Additional money should be spent on military equipment. NATO should purchase American defense products. ✔ Allies cannot depend on adversaries for critically important minerals. ✔ Regarding the end of the conflict between Iran and Israel: I dealt with both countries, they were all exhausted. ✔ All military personnel are happy to be home and have left. #trump #BTC $TRUMP $BTC
🔞 The mysterious short seller 0x916e has partially liquidated (-20% of their positions) – monitor
Current positions:
❖ SHORT on BTC with 40x leverage at $121,000,000. Liquidation price: $108,557. ❖ SHORT on ETH with 25x leverage at nearly $68,000,000. Liquidation price: $2,721. #btc #ETH $BTC $ETH
🇩🇪 German regulator closed the case against Ethena Labs – original
In March, BaFin discovered violations of the requirements of the European regulation MiCAR and prohibited the company from further issuance of USDe tokens in the country.
Ethena Labs (#ENA) and the German regulator BaFin agreed on a 42-day plan for the redemption of the stablecoin #USDe – a peaceful resolution of the regulatory dispute.
After the deadline, the German division of Ethena Labs will be officially liquidated. #ena $ENA
😐 Paolo Ardoino: Tether could become the largest BTC mining company by the end of 2025.
The issuer #USDT is not chasing short-term profits but is betting on investments in AI, mining, decentralized infrastructure, and other technologies. #usdt $BTC