Bankless

ROLLUP: Markets Spooked? | MegaETH & Monad Mania | New CFTC Chair | Base & Polymarket Tokens? | Circle Arc Backlash

71 snips
Oct 31, 2025
The markets reacted unexpectedly to a Fed rate cut, leaving many puzzled. Discussion delves into MegaETH's oversubscribed ICO and Monad's innovative airdrop mechanics. Notably, JP Morgan estimates the potential value of a Base token at a staggering $34 billion. In addition, the new CFTC chair's nomination hints at a brighter regulatory future for crypto. Meanwhile, Western Union prepares to launch a stablecoin on Solana, stirring community debates. A lively look at market shifts, new crypto products, and institutional moves keeps listeners engaged.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Fed Balance Sheet Pause Is Easing

  • The Fed stopping QT in December effectively removes balance-sheet tightening and feels like 'money printing'.
  • That change can raise bank reserves and act as monetary easing even if the Fed avoids calling it QE.
INSIGHT

Powell's Doubt Shook Markets

  • Powell's caution that a December rate cut 'is not a foregone conclusion' reduced market certainty and spooked risk assets.
  • Crypto fell harder because it was already jittery and more sensitive to shifts in Fed guidance.
ADVICE

Use KYC, Tests, And Lockups For Fair ICOs

  • ICO-style public sales can allocate tokens to genuine investors and limit farming by requiring KYC and investor tests.
  • Use lockups and investor criteria to favor committed participants and reduce gaming.
Get the Snipd Podcast app to discover more snips from this episode
Get the app