Fed at Jackson Hole: The Message for Crypto | Rekt Vision

12 snips

Aug 22, 2025

Dive into the thrilling world of crypto as the hosts dissect key market movements post-Powell's Jackson Hole speech. Ethereum's potential surge is analyzed, highlighting its approaching all-time high and distinct market dynamics. The skepticism surrounding NFTs takes center stage, exploring their long-term viability and investor sentiment shifts. Discussions on meme coins shed light on Bitcoin's rising prominence. Get ready for insights into macro trends and an exciting preview of the upcoming TOKEN2049 event, where the crypto community will unite!

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Rates Drive Crypto Cycles

Interest rates and monetary policy drive crypto price cycles more than day-to-day narratives.
Powell turning slightly dovish triggered a broad rally across Bitcoin, ETH and alts.

INSIGHT

ETH Rally Fueled By Flows Not Fundamentals

ETH's recent rally looks tied to macro flows and institutional treasury buying rather than clear fundamentals.
Treasury company buying velocity made big moves but may fade and is hard to value fundamentally.

ADVICE

Avoid NAV Premium Traps

Avoid paying large NAV premiums for treasury companies when you can hold the underlying asset directly.
Expect premiums to compress and create arbitrage pressure as more supply hits the market.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Stats, aka Punk9059, to discuss the biggest narratives and themes in crypto right now. They dissect the weeks price action, the next move for ETH, the hot NFTs to pay attention too, and what Fed Chair Jerome Powell signaled in his Jackson Hole press conference 📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing.

📣 On October 1-2, 2025, crypto will converge in Singapore for TOKEN2049. Over 25,000 attendees, 500+ exhibitors, and 300 speakers will shape the future at the world’s largest crypto event. TOKEN2049 Singapore will take over the entire iconic Marina Bay Sands, transforming it into a pop-up city for the global crypto ecosystem. Expect an exceptional speaker lineup, an electric expo, and a festival unlike anything you’ve experienced.

👉 Secure your spot now at https://asia.token2049.com and get an exclusive 15% discount on top of the Super Early Bird rate with the promo code REALVISION — only while tickets last.

📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Learn more about your ad choices. Visit podcastchoices.com/adchoices