Big Day For Crypto

DAILY MARKET OVERVIEW

Traders Hold Their Breath

👋 Hey, Crypto Enthusiasts! The long-awaited FOMC day is finally here. Let’s dive in!

The wait is almost over. In just a few short hours, the Federal Reserve is expected to lower rates by 0.25% and unveil its fresh economic and rate forecasts.

Markets will be glued to Jerome Powell’s press conference, watching for tone shifts, internal disagreements, and the all-important dot plot that maps the Fed’s future moves.

Analysts are weighing in from all sides:

• Fawad Razaqzada (City Index Analyst) – Dollar could soften if inflation stays tame or jobs cool more than expected. A cautious Fed might temper risk-on sentiment.

• Standard Chartered – Calls for a 50 bps cut now, plus one more 25 bps cut this year and one in 2026.

• Bloomberg – Expects a 25 bps trim, citing market and political pressure. Their economists see two cuts total in 2024, meaning one more after this week.

• Wall Street Journal – Watching if the Fed signals two or three cuts this year.

• Goldman Sachs – Base case is 25 bps cuts in Oct and Dec, with a potential 50 bps if jobs weaken. Dot plot likely shows two cuts in both 2025 and 2026.

• JPMorgan – Thinks 2–3 members may push for 50 bps, but their call is 25 bps in Oct and Dec followed by a pause.

The broad consensus leans toward a 0.25% cut today, with one or two more small trims by year-end. A surprise 50 bps move isn’t off the table, but most expect a gradual easing path into 2025 and beyond.

🔥 Things could heat up fast in crypto. Bitcoin and altcoins will react as soon as the decision and Powell’s words land.

So far, Coinbase premium and BTC ETF flows remain positive, suggesting that unless the Fed shocks with an unexpected move or tone, crypto likely stays neutral to bullish.

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Altcoin Overview

⌚️ As the market waits for today’s Fed rate decision, here’s how key altcoins are holding.

• HYPE – Showing extremely strong performance thanks to massive adoption. The Hype Assistance Fund (AF) has bought 31 million HYPE worth $1.7B, about 9.2% of the total circulating supply. With trading volumes rising in a bullish market, revenue – and buying pressure – are set to grow. HYPE remains one of the top leaders to watch.

• Solana (SOL) – Big inflows from corporate treasuries raising billions have helped Solana’s price, even though much of its ecosystem (outside of Pump) has lagged. This suggests treasury buying is the main driver of Solana’s recent strength.

• Dogecoin (DOGE) – Enjoyed a strong rally, supported by CleanCore’s $160M purchase. If this trend continues or more treasury buyers appear, DOGE could see further upside.

• Avalanche (AVAX) – Largely under the radar, but the AVAX Foundation is working on U.S.-based treasuries to purchase AVAX. They aim to raise $1B – nearly 10% of AVAX’s market cap – making this a potentially big catalyst.

🏦 Overall – Corporate treasuries and revenue-driven buybacks are powering this cycle.

In Q3 alone, treasuries accumulated $25B, an impressive figure. If this momentum continues, Q4 could be even more explosive for altcoins.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Forward Industries Plans $4B Equity Offering to Buy More Solana
Nasdaq-listed Forward Industries filed for a $4B equity sale to expand its Solana treasury after last week’s $1.65B private raise.

Quarter of Bitcoin Treasury Firms Now Trade Below BTC Value
A K33 report shows 25% of public bitcoin treasuries are trading under their holdings’ value, limiting their ability to buy more BTC.

Circle Launches USDC Natively on Hyperliquid
Circle is rolling out USDC directly on Hyperliquid’s networks, integrating its transfer protocol and boosting cross-chain stablecoin liquidity.

Binance in Talks With DOJ to Drop Compliance Monitor
Bloomberg reports Binance may cut short its DOJ monitorship, reflecting a softer U.S. regulatory stance under Trump’s administration.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen – Bitcoin: Pre-FOMC (17.09.2025 Summary)

Benjamin Cowen shares his view on Bitcoin as we head into the upcoming FOMC meeting.

Key Points

• The market expects a 25 basis point rate cut. Anything different (no cut or 50 bp) would be a surprise and could shake prices.

• Quantitative tightening (QT) ending is possible but not likely now since stocks, gold, and Bitcoin are already near all-time highs.

• Bitcoin’s pattern looks similar to past years. Often it dips in early September, bounces, and pushes higher into October.

• A seasonal pullback in the S&P 500 (around 5%) could briefly slow Bitcoin near all-time highs.

• Historically, October is strong for Bitcoin. In 2017, 2020, and 2021, Bitcoin broke or approached all-time highs in October.

• During FOMC announcements, the first market reaction is often misleading. A quick move up or down can reverse shortly after.

Outro
Benjamin suggests staying patient. October could be key for Bitcoin, but short-term moves around the FOMC meeting might be noisy and tricky.

Ivan On Tech – FED RATE CUT WILL DESTROY MOST TRADERS! (17.09.2025 Summary)

Ivan says a Fed rate cut is coming and most short-term traders will get caught on the wrong side. He thinks policy is shifting in a way that’s very bullish for Bitcoin.

Main points

• Expect a 25 bp cut. He argues the Fed’s focus is changing to also keep long-term rates low, which likely means more bond buying and more money printing.

• More printing and lower rates = more demand for hard assets like Bitcoin and gold.

• Even if there’s volatility on the day, he’s thinking up over the next 12 months. He cites past cases where cuts near stock market highs led to solid 1-year returns.

• He warns that the first move on FOMC days often flips. Quick spikes or dumps can reverse fast and liquidate traders.

• On supply, he says Bitcoin on exchanges keeps shrinking and more coins are becoming illiquid, so buyers may have to pay up.

• October often trends strong. If September is green, he expects October to stay bullish.

Outro
His take: ignore the noise, expect chop around the announcement, and think in months, not minutes. For him, the setup favors Bitcoin.

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