Oldmoon月

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Breaking News!!!
1. Good News: Nasdaq stands firm
MicroStrategy confirms its continued presence in the Nasdaq 100 index. This means its market position is solid, and large funds tracking tech stocks, like QQQ, will continue to buy and hold its shares, ensuring a stable capital situation.
2. Bad News: MSCI is re-evaluating
The MSCI index believes MicroStrategy has bought too much Bitcoin, and it no longer resembles an ordinary 'software company,' but rather more like a 'Bitcoin fund.'
* Key Date: January 15.
* Risk: If MSCI decides to remove it from the index on that day, many funds tracking MSCI globally will have to forcibly sell MicroStrategy's shares, which could lead to a drop in stock prices.
In summary:
The Nasdaq side is stable, now we just have to see if MSCI will kick it out on January 15 due to its 'excessive Bitcoin.' $BTC $ETH $BNB #加密市场反弹

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⚡️ Federal Reserve Meeting Quick Report
Core Decisions:
* Rate Cut: Reduced by 25 basis points (0.25%).
* Latest Rate: Benchmark rate lowered to 3.50% - 3.75%.
Key Data:
* Trend: This is the Federal Reserve's third consecutive meeting announcing a rate cut.
* Annual Total: A total of 75 basis points have been cut this year.
Market Interpretation:
* This action is fully in line with market expectations.
* It shows that the Federal Reserve is steadily implementing monetary easing policies to support a soft landing for the economy.$BTC
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#美联储FOMC会议 #美联储重启降息步伐

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About three hours ago (around 9:00 AM Hong Kong time on Tuesday, and Monday evening Pacific time), Federal Reserve Chairman Jerome Powell delivered remarks at the "George P. Shultz Memorial Lecture" held at the Hoover Institution at Stanford University.
​Here are the key highlights from his remarks:
​1. Core Point: No Discussion on Monetary Policy
​This is the aspect the market is most concerned about, but it may also be the most disappointing. Powell made it clear at the outset:
​"Just to be clear, I will not address current economic conditions or monetary policy."
​Due to the market's high expectations that he might signal a rate cut in December, this statement directly doused investors' hopes of gaining short-term rate guidance from this speech.
​2. Lecture Theme: Tribute to George Shultz
​Powell's speech primarily focused on commemorating the late former Secretary of State, Secretary of the Treasury, and Secretary of Labor George Shultz.
​Upholding Integrity and Trust: Powell quoted Shultz's famous saying "Trust is the coin of the realm," emphasizing the importance of trust and honesty in public service and policy-making.
​A Model of Bipartisan Cooperation: He praised Shultz for adhering to principles while respecting differing opinions, excelling at fostering consensus amid disagreements, which is enlightening for the current divided political and economic environment.
​3. Market Background and Reactions
​Rate Cut Expectations Unmet: Prior to this, the market expected Powell might hint at the FOMC meeting on December 18 (current market pricing shows a rate cut probability of about 87%). However, he chose to avoid the topic, leaving the suspense for future public occasions or the quiet period before next week's meeting.
​Subsequent Focus: Since this speech did not release any policy signals, the market's attention will quickly turn to the employment data (non-farm payroll report) and PCE inflation data to be released later this week, as these will be the real keys for the Fed's decision in December. $BTC $ETH $BNB #美联储重启降息步伐 #加密市场观察

Regarding the news about 'Powell's resignation' and 'Trump announces successor', the current actual situation is as follows:
* Core rumor: The market is circulating that Federal Reserve Chairman Powell will announce his resignation on Monday evening Eastern Time. The current assessment is 'unverified', with sources mainly coming from the cryptocurrency community and social media, while mainstream financial media (such as Bloomberg, WSJ) have not reported it, making it highly likely to be market noise.
* Trump's official statement: Trump himself has clearly stated that 'the choice for the Federal Reserve Chairman has been made', and will announce it soon. This is a confirmed political move.
* Popular successor candidates: White House National Economic Council Director Kevin Hassett is seen as the frontrunner. However, he has refused to comment and referred to related reports as rumors.
* Recent key timing: On Tuesday morning at 9:00, Powell will give a public speech. Although the topic has not been disclosed, this will be a critical moment for the market to verify the authenticity of the rumors.
2. In-depth analysis of the situation
This news reflects the significant political pressure currently faced by the Federal Reserve, with specific analysis as follows:
A. Credibility of the news and political intentions
* High market speculation risk: In the absence of authoritative media endorsement, the likelihood of Powell suddenly resigning is extremely low. Such rumors typically exploit the market's desire for a policy shift to create volatility.
* Trump's 'shadow chairman' strategy: Trump claims 'the choice has been made', and even if he cannot immediately remove Powell from office (term until 2026), this move can achieve the purpose of political pressure. By announcing the successor early, Trump aims to put Powell in a 'lame duck' state, weakening his policy authority and forcing the Federal Reserve to align more closely with the White House's economic expansion goals in future decisions.
B. Potential impact of successor Kevin Hassett
* If Hassett eventually takes over, the market generally expects the Federal Reserve's policy to shift towards a more accommodative (dovish) stance.
* Hassett is one of the architects of Trump's 2017 tax reduction policy, and he may have a higher tolerance for inflation, prioritizing economic growth. This is good news for risk assets like the stock market and cryptocurrencies in the short term. $BTC $ETH

$BNB
#特朗普加密新政 #ETH走势分析

🚨 Breaking! Is Nasdaq not playing anymore? RWA track about to take off?! 🚀
Everyone wake up! The big brother of traditional finance, Nasdaq, is really in a hurry this time! 🔥
Remember that proposal on September 8? Nasdaq has just made new moves, their digital asset chief Matt Savarese laid it all out: getting the SEC sorted, making 'tokenized stocks' pass review, is now their Top 1 priority! 🎯 In simple terms, they are all in to accelerate, so that everyone can buy stock tokens on the Nasdaq platform just like buying cryptocurrencies in the future!
👀 Key points to note:
* Take the 'good baby' route 👶: Although everyone wants to subvert tradition, Nasdaq is very smart. Savarese said they are not here to disrupt, but to operate under the SEC's regulatory framework, focusing on a 'responsible, investor-protecting' approach. Whether this 'retreat to advance' strategy can impress Gary Gensler (SEC chairman), we shall see!
* Giants are positioning themselves 💎: This year RWA (real asset tokenization) is really hot! Recently, Galaxy Digital just announced its own equity tokenization, and now Nasdaq is also going for it, this trend cannot be stopped!
🤔 But don't rush to go all in (FUD time?):
Although it sounds like a super good news, there are also big players in the circle pouring cold water 🧊. If these tokenized assets ultimately run on various Layer 2 networks, their value may not flow back to the Ethereum mainnet at all, limiting the price increase space for the entire crypto market...
👇 What's your take?
Is this a super signal for traditional funds to enter, or just a lot of noise with little rain?
Can Nasdaq really take RWA to the next level? Let me know your thoughts in the comments! 💬$BTC $ETH $BNB


#NASDAQ #RWA #代幣化股票 #SEC #幣圈

If there's bearish news for USDT, then of course it's bullish for Bitcoin.