Fed Cuts, Flash Crash, and Geopolitics | Macro Mondays: September 22, 2025
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Sep 22, 2025
Andreas Steno and Mikkel Rosenvold dive into the recent liquidity-driven crypto flash crash, exploring its causes and the differing reactions between retail and institutional investors. They also discuss the implications of new H‑1B fees on startups, alongside concerns over European defense readiness amid drone incursions. With predictions for ISM trends and insights on the allure of gold miners, the conversation highlights long-term dollar weakness amid geopolitical shifts and the Fed's likely rate-cut path.
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Late-Night Crypto Flash Crash
Andreas recounts waking to a crypto flash-crash-like dip late Sunday/early Monday and links it to a liquidity air pocket.
He describes stop-loss cascades overnight causing sharp isolated crypto moves without broader macro signals.
volunteer_activism ADVICE
Buy Into Liquidity-Driven Dips
Buy into these liquidity-driven dips if you have cash because fundamentals likely didn't change since Friday.
Andreas recommends deploying capital during stop-loss induced moves rather than panicking.
insights INSIGHT
Retail-Driven Divergence In Digital Assets
Andreas highlights a divergence: digital-asset equities have outpaced underlying crypto spot markets, signaling different institutional and retail positioning.
He warns retail may be overextended while institutional positioning remains cautious and limited.
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Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.
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