CRYPTO 101

Fed Rate Cut Decision LIVE: Market Reactions and Macro Analysis for Crypto and TradFi

Oct 30, 2025
Tevo and Brian react live to the Fed's recent rate cut and its impact on markets. They explore how Bitcoin's performance could signal a Q4 rally, especially amid China-US tariff changes. The duo dives into the debut of the Solana ETF and the growing crypto adoption by banks. They also discuss IBM's new digital asset services and the potential for altcoin seasons as market fear dips. Reflecting on corporate layoffs and AI's implications, they ponder if current trends mirror the dot-com bubble while analyzing market overreactions.
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INSIGHT

Market Already Priced In The Cut

  • The Fed cut rates by 25 bps as markets largely expected and had already priced it in.
  • Tevo and Brian emphasize the press conference tone will matter more than the cut itself for market direction.
INSIGHT

QT Ends Signaling Easier Policy

  • Ending quantitative tightening on December 1 means the Fed will freeze balance-sheet runoff and start easing.
  • Tevo notes easing historically lifts asset prices including stocks, gold, real estate, and crypto.
ADVICE

Watch Banks' Actions Not Their Words

  • Study what major banks actually do rather than what they publicly say about crypto.
  • Use institutions' actions to inform your own decisions about crypto adoption and strategy.
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