Forwarded from QCP Broadcast
QCP Asia Colour – 17 September 2025
The Fed is set to kick off its easing cycle tonight with a 25bp cut to 4.00–4.25%. Markets are already pricing six cuts through 2026, putting the focus on the SEP and Powell’s press conference for signals on pace and tone.
Risk assets have rallied into the meeting, but any shift in the dot plot or a firmer stance from Powell could test sentiment. Meanwhile, crypto has continued to lag equities since August, even as liquidity conditions improve.
Will tonight’s Fed message be enough to close the gap between crypto and traditional markets?
Read the full colour here.
The Fed is set to kick off its easing cycle tonight with a 25bp cut to 4.00–4.25%. Markets are already pricing six cuts through 2026, putting the focus on the SEP and Powell’s press conference for signals on pace and tone.
Risk assets have rallied into the meeting, but any shift in the dot plot or a firmer stance from Powell could test sentiment. Meanwhile, crypto has continued to lag equities since August, even as liquidity conditions improve.
Will tonight’s Fed message be enough to close the gap between crypto and traditional markets?
Read the full colour here.
QCP Group
Asia Colour - QCP September 17, 2025
The Fed is widely expected to begin its next easing cycle tonight, with markets fully pricing in a 25bp cut that will bring the policy rate to 4.00–4.25%. Given the Fed’s well-telegraphed intention to start cutting in September, investor focus is squarely…
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Forwarded from unfolded. DeFi
Forward Industries announces $4bn at-the-market equity offering program to purchase SOL — link | AI comment
Forwarded from unfolded. DeFi
Wormhole introduces strategic reserve to accumulate value into W token — link | AI comment
Forwarded from unfolded. DeFi
CME TO LAUNCH SOLANA AND XRP FUTURES OPTIONS OCTOBER 13, 2025 | AI comment
Crypto Mumbles
https://x.com/cz_binance/status/1930604658231304392?s=46&t=IJslalmvt_eRDm3hS5jxiQ
looks like binance is trying to create their own version of hyperliquid on bnb
info is still scattered, but the ticker is $aster
i aped some for exposure and am trying to consolidate information a little more
info is still scattered, but the ticker is $aster
i aped some for exposure and am trying to consolidate information a little more
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tldr; aster just stealth tge-ed
backed by yzilabs, supported by cz
cz is returning to binance and binance having lagged almost the whole cycle will be looking to make some magic (?)
especially since they need to retaliate against hype
circ is about 13.3%: https://docs.asterdex.com/usdaster/tokenomics
if you compare vanity metrics between aster to avnt, aster does more than double the fees, while having 10x+ in TVL too (i looked at it at a surface level)
personally speculating that aster is a good candidate for binance to push and the r/r is there
highly speculative, so dyor
backed by yzilabs, supported by cz
cz is returning to binance and binance having lagged almost the whole cycle will be looking to make some magic (?)
especially since they need to retaliate against hype
circ is about 13.3%: https://docs.asterdex.com/usdaster/tokenomics
if you compare vanity metrics between aster to avnt, aster does more than double the fees, while having 10x+ in TVL too (i looked at it at a surface level)
personally speculating that aster is a good candidate for binance to push and the r/r is there
highly speculative, so dyor
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Crypto Mumbles
Photo
personally think that there is a 90% chance of binance spot listing as well
if the thesis is 'crime', then don't look at numbers and try to calculate fair valuations (hint: look at myx)
the vanity metrics look good, but honestly i would think most are wash traders as usual on bnb
take profits progressively otw up should be the plan
personal entry was 0.08 when i posted
if the thesis is 'crime', then don't look at numbers and try to calculate fair valuations (hint: look at myx)
the vanity metrics look good, but honestly i would think most are wash traders as usual on bnb
take profits progressively otw up should be the plan
personal entry was 0.08 when i posted
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Crypto Mumbles
personally think that there is a 90% chance of binance spot listing as well if the thesis is 'crime', then don't look at numbers and try to calculate fair valuations (hint: look at myx) the vanity metrics look good, but honestly i would think most are wash…
(not my ss, took it from a friend)
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Crypto Mumbles
https://x.com/cz_binance/status/1968358873556992120
aaand here we have cz literally clapping for aster’s pa
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i took my initials off aster here just to play it safe
can't help but notice even sol shitcoin KOLs are coming over to buy very quickly
so im trimming on cz's engagement and the rest will be slowly trimmed hopefully on spot listing
but imo crypto telegram > crypto twitter because those that were actively monitoring tg channels got in much earlier
can't help but notice even sol shitcoin KOLs are coming over to buy very quickly
so im trimming on cz's engagement and the rest will be slowly trimmed hopefully on spot listing
but imo crypto telegram > crypto twitter because those that were actively monitoring tg channels got in much earlier
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Forwarded from Walter Bloomberg
🚨 *FED CUTS KEY INTEREST RATE BY 25BPS
(@WalterBloomberg)
(@WalterBloomberg)