Empire Hivemind: Fed Cuts Rates, Crypto's Mag7 Moment & Why We're Still Bullish
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Sep 19, 2025 Jan Lieberman, managing partner at Delphi Ventures, joins to explore the recent Fed rate cut and its impact on crypto markets. The discussion dives into the potential of Solana DATs and whether they're bullish for DeFi. Lieberman shares insights on the 'Mag7' of crypto tokens, market dynamics, and positioning strategies for the year-end. The team also discusses new tokens like CZ's Aster and the implications for exchange tokens, highlighting exciting developments and market opportunities.
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Rate-Cut Cycle Spurs Selective Bullishness
- The Fed's rate-cut cycle has begun and markets expect several cuts through 2026, improving liquidity and macro tailwinds.
- Jason Yanowitz sees selective bullishness on Bitcoin, Solana, ETH and revenue-generating projects.
Concentrated Leadership Over Broad Rally
- Market leadership is concentrated: a MAG7-style handful of tokens drive gains while many small caps lag.
- Jan Lieberman suggests this concentration may be the new normal rather than a temporary distortion.
Rotate Into Obvious Winners First
- Expect rotating alt seasons rather than a broad, uniform rally; rotate into obvious leaders first.
- Consider BTC breakout as the main path for a truly broad market lift.