The market is fully priced. The Federal Reserve cuts interest rates this week, focusing on the range and rhythm | Binance Morning Post (September 15)

● The market is fully priced. The Federal Reserve cuts interest rates this week, focusing on the extent and rhythm. According to BlockBeats, with the release of employment and inflation data, the Federal Reserve will restart the interest rate cut this week. The current market is concerned about the extent and rhythm of interest rate cuts. Analysts believe that the Fed cut interest rates by 25 basis points this week is a high probability event, but the possibility of a 50 basis points cut is not ruled out. Global asset trends will change depending on the situation. After the Federal Reserve cuts interest rates, the stock market will benefit from monetary easing policies in the short term, and the US dollar index has the potential to move. The market's expectations for interest rate cuts are sufficient, and the key lies in the extent of interest rate cuts, policy statements and whether the market's expectations for its independence have changed. ● Sources: BlackRock executives with more aggressive interest rate cuts continue to rise in Fed chair interviews According to BlockBeats, on September 15, U.S. officials revealed that BlackRock executive Rick Reid rose in the ranking of Fed chair successor. Treasury Secretary Becent held a two-hour interview with Reed in New York last week to discuss issues such as monetary policy. The selection process is still in progress, with Becente interviewing 4 of the 11 candidates and one to two more new candidates are expected to join. Sources said Becent was impressed by Reed's experience in financial markets and economic understanding. Reed believes the Fed should cut interest rates by 50 basis points. ● Analysis: US financial institutions will increase Bitcoin allocation before the end of the year. According to ChainCatcher, Wall Street veteran Jordi Visser said that from now until the end of the year, the traditional financial industry will increase its allocation to Bitcoin, and it is expected that the proportion of institutional cryptocurrency investment in the fourth quarter will increase in preparation for next year. Jordi Visser is also optimistic about the development of Ethereum, pointing out that the current ETH price is consolidating between US$4,000 and US$5,000. Once Ethereum makes a breakthrough, the entire ecosystem will operate, including DOGE and SUI. ● SOL Strategies CEO: Being undervalued is an advantage, holding more than 435,000 SOLs on the balance sheet According to ChainCatcher, Leah Wald, CEO of Solana's treasury company SOL Strategies, said that the company is at a disadvantage in the crypto and digital asset treasury market, but being undervalued is an advantage. The market values ​​substance rather than hype. SOL Strategies holds more than 435,000 SOLs on the balance sheet and has commissioned approximately 3.6 million SOLs to validators with a entrusted asset size of more than $820 million. Regardless of SOL price fluctuations, companies can earn profits from entrusted assets. ● Yi Lihua: The law of round-rotation in the currency circle has begun, and the high-quality copycat season will definitely break out. According to BlockBeats, Liquid Capital founder Yi Lihua said that the law of round-rotation has begun. After ETH led the rise, mainstream coins such as SOL and BNB began to rise. Finally, the high-quality copycat season will usher in. In the last bull market, the market value of many projects reached 10 billion US dollars. This time it may be even more crazier. I hope entrepreneurs will seize the opportunity to welcome the new era of financial introduction. ● Although Ethereum has been adopted by institutions, the ETH/BTC ratio is still below 0.05. According to PANews, although institutions adopt Ethereum and Ethereum prices soared to record highs in July and August, the ETH/BTC ratio has not yet rebounded to above 0.05. CoinGecko data shows that the ETH/BTC exchange rate has been below the 0.05 level since July 2024, and has now dropped from 0.04 in August to 0.039. In March this year, the exchange rate fell to a five-year low of 0.02 due to macroeconomic uncertainty and trade tensions between the United States and its trading partners. Market analyst James Check said Ethereum has outperformed Bitcoin only 15% of the time since its launch in 2015. ● Nakamoto CEO: The company expands its crypto asset library, which may affect Bitcoin price trends. According to Cointelegraph, Nakamoto CEO David Bailey said that adding underperforming altcoins has confusing financial narratives. He pointed out that the core strategy is to build and monetize the balance sheet. Bailey said the entire finance department was under test. It is reported that listed companies have begun to focus on crypto assets outside Bitcoin. Mill City Ventures III plans to raise $500 million for Sui's financial strategy. Galaxy Digital reports say cryptocurrencies such as Ether and Solana have gained attention outside of Bitcoin. BitcoinTreasuries.NET data shows that listed companies hold about $117.91 billion in Bitcoin. Ether has attracted attention for being pledged to earn annual income. StrategicETHReserve says about 3.14% of Ether supply is held by listed companies. Galaxy Digital CEO Mike Novogratz said the interest of financial companies in the crypto market could lead to a sideways in Bitcoin prices. Breed believes that only a few Bitcoin finance companies can withstand the test of time.