Bankless ROLLUP: The Fed Lowered Interest Rates: What That Means For Crypto
99 snips
Sep 19, 2025 The discussion dives into the Federal Reserve's recent interest rate cuts and their potential positive effects on Bitcoin and Ethereum. There's excitement over the SEC's relaxed ETF regulations, paving the way for broader adoption. Tether's introduction of a compliant stablecoin adds another layer to the narrative. Global perspectives emerge, showcasing how places like Ghana and Nepal are leveraging crypto for payments and protests, coupled with fresh insights from SEC Chair Paul Atkins on clearer regulations.
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Liquidity Cycle Over Four‑Year Boom
- The hosts view the current multi-year crypto rally as a liquidity-driven cycle that may be longer and less volatile than prior four-year boom-bust cycles.
- Institutional ETF flows and lower leverage are smoothing price moves and supporting more disciplined, sustained appreciation.
Rate Cuts Fuel Crypto Momentum
- The Fed cut rates 25bps and markets expect additional cuts, which the hosts link to renewed tailwinds for risk assets like Bitcoin and ETH.
- Rate easing is seen as supportive for growth and yield-bearing crypto assets, with momentum likely to strengthen.
Third Mandate Means Yield‑Curve Control
- Arthur Hayes and the hosts argue the Fed may adopt a 'third mandate' to keep long-term rates moderate, implying yield-curve control and heavier monetary accommodation.
- They warn that adding a third mandate creates trade-offs, likely pushing policy toward lower rates and potential inflation risks.
