Скачать или смотреть We Got a Rate Cut and QT Pause. Why Did Crypto Markets Fall?

📣BANKLESS SUMMIT 2025 | SPONSORED BY M0
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Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what Powell really said about December cuts, and what it means heading into November. We also cover MegaETH’s oversubscribed ICO, Monad’s airdrop, Polymarket’s confirmed token, and JP Morgan’s $34B Base token estimate. Plus Solana’s new ETF, Western Union’s stablecoin, Circle’s controversial L1 launch, the X402 payment boom, and the latest on Consensys and Securitize IPOs.

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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

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TIMESTAMPS & RESOURCES

0:00 Intro

5:03 Markets
https://www.tradingview.com/chart/1RY...
https://www.tradingview.com/chart/1RY...
https://x.com/fundstrat/status/198307...
https://x.com/KobeissiLetter/status/1...
https://polymarket.com/event/fed-deci...
https://x.com/KobeissiLetter/status/1...
https://x.com/KobeissiLetter/status/1...
https://x.com/TKL_Adam/status/1983560...
https://x.com/KobeissiLetter/status/1...
https://www.coindesk.com/markets/2025...
https://x.com/ETHZilla_ETHZ/status/19...
https://www.strategicethreserve.xyz/

30:32 3 of the most exciting tokens this year & new valuations! It’s token launch season!
https://x.com/megaeth/status/19831885...
https://x.com/TrustlessState/status/1...
https://x.com/megaeth/status/19825024...
https://x.com/kunalgoel/status/198330...
https://x.com/0xd1namit/status/198166...
https://claim.monad.xyz/
https://app.hyperliquid.xyz/trade/MON
https://app.hyperliquid.xyz/trade/MEGA
https://www.theblock.co/post/376134/c...

44:36 Circle’s Arc EVM L1 goes to public testnet - RSA triggered
https://www.arc.network/blog/circle-l...

47:00 x402 gets its first signs of traction - 200,000% growth week over week
https://www.x402scan.com/
https://dune.com/programmer/x402

52:27 Trump names Michael Selig to chair CFTC
https://x.com/CoinMarketCap/status/19...
   • What's the Point of Securities Laws? with ...  
https://x.com/davidsacks47/status/198...
https://x.com/cdixon/status/198183409...

53:41 Trump Media is about to launch a prediction market
https://www.bloomberg.com/news/articl...
https://x.com/WatcherGuru/status/1982...

56:46 Western Union is building exclusively on Solana
https://x.com/solana/status/198321517...
https://x.com/DegenerateNews/status/1...
https://x.com/camillionaire_m/status/...
https://x.com/0xMert_/status/19835171...
https://x.com/calilyliu/status/198338...
https://x.com/vibhu/status/1983568810...

1:03:21 3 themes this cycle: Acquisitions, Banks, IPO
https://aave.com/blog/stable-acquire
https://x.com/farcaster_xyz/status/19...
https://www.wsj.com/finance/regulatio...
https://www.coinbase.com/blog/coinbas...
https://x.com/brian_armstrong/status/...
https://www.prnewswire.com/news-relea...
https://app.rwa.xyz/platforms
https://www.theblock.co/post/376845/m...

1:09:55 Closing & Disclaimers

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