Post-FOMC Outlook

DAILY MARKET OVERVIEW

Crypto’s Next Move?

👋 Hey, Crypto Enthusiasts! The big Fed day is finally behind us, so let’s break it down.

The long-anticipated FOMC meeting has come and gone, bringing plenty of volatility along the way.

So what happened?

As most predicted, the Fed cut rates by 0.25%. But the real market driver wasn’t the cut itself - it was Jerome Powell’s speech.

During the press conference, Powell struck a mixed stance. His outlook is shifting from cautious toward neutral, yet he emphasized that the Fed will keep a close watch for any resurgence in inflation, especially with tariffs adding uncertainty.

• Importantly, no signal of further cuts this year. Powell stressed that decisions will hinge on incoming data rather than a preset path.

The immediate reaction? 

Mixed price action in both directions. After some back-and-forth, risk assets, including crypto, found their footing and moved higher. Still, sentiment remains split, as traders remain uncertain about the future of the economy.

🐂 In the short term, the crypto market leans slightly bullish, but caution lingers. With equities and gold running hot, a broad correction isn’t off the table - something that could spill into Bitcoin and altcoins.

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SOCIAL SENTIMENT

Altcoin Reactions

As the dust settled, a few key altcoins stood out:

🔴 Avalanche (AVAX) - The strongest mover right out of the gate. AVAX’s bullish case keeps getting stronger:

• $1B treasury development fund announced by the AVAX Foundation

• A fresh ETF filing by Bitwise

• Launch of South Korea’s first won-pegged stablecoin (KRW1) on the Avalanche network

With consistent price action and these catalysts stacking up, AVAX remains one of the top plays to watch as treasury plans unfold.

🟢 HYPE - Not far behind. But the story here is more nuanced. A major holder - nearly $300M worth of tokens - has been selling and rotating into Asterdex, a new decentralized exchange backed by Binance and CZ. Traders are calling Asterdex Binance’s possible answer to decentralized perpetual exchanges.

• HYPE still has strong fundamentals, but given the size of potential sell pressure, traders should be careful.

Other alts are also in the green and slowly grinding up. The sentiment metrics are flashing neutral, so despite the overall bullishness, there is still a level of caution in the air.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

South Korea’s First Won-Pegged Stablecoin Launches on Avalanche
BDACS launched KRW1, South Korea’s first won-backed stablecoin, on Avalanche in a PoC stage with reserves held at Woori Bank.

Bitfinex-Backed Plasma Blockchain to Launch With $2B TVL
Plasma’s mainnet goes live Sept. 25 with $2B in stablecoin liquidity, 100+ DeFi integrations, and its native XPL token rollout.

Kraken Partners With Legion to Host MiCA-Compliant Token Sales
Kraken Launch will feature token sales underwritten by Legion, combining IPO-style standards with immediate listings on Kraken.

DBS Teams With Franklin Templeton and Ripple on Tokenized Funds
DBS Digital Exchange will trade Franklin’s tokenized money market fund against Ripple’s RLUSD stablecoin, expanding tokenized securities use.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Coin Bureau – FOMC Pivot: Is This the Start of Crypto’s Next Big Rally? (18.09.2025 Summary)

The Federal Reserve just cut interest rates for the first time in 2025, and CoinBureau’s Nick breaks down what this could mean for crypto. He sees both exciting opportunities and serious risks ahead.

Key Takeaways

• Fed opens the door to cheaper money
  Rates were lowered to 4-4.25%, and more cuts may follow. Cheaper borrowing usually weakens the dollar and sends investors toward scarce assets like Bitcoin.

• Big money steps in
  Institutions such as Goldman Sachs are now among the largest holders of Bitcoin ETFs. This steady flow of capital creates a stronger floor for Bitcoin prices compared to earlier bull runs.

• Big targets but real risks
  Analysts expect Bitcoin could reach $150K to $200K if easy policy and ETF inflows continue. But Bitcoin now moves almost like a tech stock, so a stock market drop or stubborn inflation (stagflation) could hit it hard.

• Expect sharp moves
  With markets split on how far the Fed will go, Nick warns that prices will stay volatile even if the overall trend points upward.

Bottom Line

Nick believes the setup favors crypto bulls thanks to lower rates and strong institutional demand, but staying cautious is key as macro risks and volatility remain high.

Lark Davis – It's Happened, Now What For Crypto? (18.09.2025 Summary)

Lark says the Fed’s 25 bps cut is the green light many were waiting for. Cheaper money boosts risk assets, so crypto has a tailwind into Q4, but pullbacks will still happen.

Main Points

• Macro sets the stage
  One cut is small, but it starts a cutting cycle. Markets expect two more this year. That improves sentiment even if jobs data wobbles.

• Bitcoin first, then alts
  BTC is in an uptrend with higher highs and higher lows. Lark’s current move target is around 135k. If BTC holds trend, altcoins get room to run.

• ETH and big caps
  ETH needs a clean breakout after a 20-day EMA retest. XRP shows a similar setup with next zones near 3.40, then 4.00 if momentum holds.

• Solana strength
  Strong flows and bullish treasury news keep SOL in focus. Pullbacks to the 20-day EMA can be chances in an uptrend.

• ETF catalyst
  SEC’s generic listing standards could speed up spot ETFs for coins with Coinbase futures (BTC, ETH, SOL, ADA, XRP, and more). That means easier institutional access and more liquidity.

• What to expect
  Volatility, news scares, and retests are normal. Trend matters more than single candles.

Outro
Lark’s view is risk-on into Q4: BTC leads, strong alts follow. Ride the trend, use pullbacks wisely, and keep risk tight.

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