Fed Path Unchanged, Crypto Rebounds, Solana Setup Strengthens
Aug 26, 2025
Discussed in today's video:
- Fed still on course: Cook controversy didn’t move markets. September cut (~25 bps) remains the base case with policy skewing more accommodative through next year.
- Selloff was positioning-driven: Whale liquidations and equity profit-taking fueled Monday’s drop, but today’s rebound in ETH, SOL, and BTC (and alts) keeps the broader uptrend intact.
- Solana tailwinds building: New DATs will help absorb ~$2.6B in token unlocks, reducing overhang and supporting price into potential ETF launches.