The cryptocurrency market has recently been significantly affected by global macroeconomic factors.

Although Bitcoin recently experienced a surge and approached ~$94,000, the outlook for a year-end rally is being seriously doubted. The reason is that if the U.S. Federal Reserve (Fed) ends its easing policy early and maintains a cautious tone in statements after the meeting, this could dampen growth momentum.

"Risk-Off" Pressure on Crypto Stocks

In the context of market sentiment leaning towards "risk-off", other risk assets — including crypto-related stocks — are also affected.

  • Stocks of companies linked to cryptocurrencies like Robinhood or Coinbase have significantly dropped in value.

  • This occurs even though their Q3 revenue isn’t too bad, due to concerns about employment figures and the risk of a prolonged U.S. government shutdown.

At a broader macro level, market data raises important questions about the cyclical nature of capital flows:

  • Risk assets like crypto react very strongly to changes in interest rates and employment data.

  • Capital is not completely leaving the financial asset market, but tends to shift towards less volatile asset classes.

RWA and Major Capital Flow Expansion Directions

In the blockchain space, the topic of tokenizing real assets (RWA) is being mentioned as an important expansion direction. The tokenization of traditional assets, especially large stocks, aims to attract larger capital flows from investors interested in the fundamental value of the businesses rather than the pure volatility of crypto.

Many international reports have noted the race of major projects and investment funds to develop infrastructure for tokenizing real assets, to serve this diversification demand.

Discussion Perspective:

This is not investment advice, but a perspective on how market capital flows could diversify between crypto and tokenized U.S. stock-related assets, especially in a sensitive macroeconomic moment.

What do you think about the crypto capital flow oscillating between $BTC /$ETH and economic data/traditional finance-driven assets? Please share your views for discussion.

Not financial advice, just market context and perspective.

#CryptoNews #Bitcoin #MacroImpact #Fed #TokenizedAssets

Source:
Yahoo Finance
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