We Got a Rate Cut and QT Pause. Why Did Crypto Markets Fall?

Video Description

📣BANKLESS SUMMIT 2025 | SPONSORED BY M0 https://bankless.cc/devconnet-2025 https://bankless.cc/m0 ------ Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what Powell really said about December cuts, and what it means heading into November. We also cover MegaETH’s oversubscribed ICO, Monad’s airdrop, Polymarket’s confirmed token, and JP Morgan’s $34B Base token estimate. Plus Solana’s new ETF, Western Union’s stablecoin, Circle’s controversial L1 launch, the X402 payment boom, and the latest on Consensys and Securitize IPOs. ------ BANKLESS SPONSOR TOOLS: 🪙FRAXNET | MINT, REDEEM, EARN https://bankless.cc/fraxnet 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle 🌳KGEN | REQUEST A DEMO https://bankless.cc/KGEN-podcast 💠BIT DIGITAL ($BTBT) | ETH TREASURY https://bankless.cc/bit-digital We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors ------ TIMESTAMPS & RESOURCES 0:00 Intro 5:03 Markets https://www.tradingview.com/chart/1RYLG2gC/ https://www.tradingview.com/chart/1RYLG2gC/ https://x.com/fundstrat/status/198307855327420049 https://x.com/KobeissiLetter/status/1983595486259950049 https://polymarket.com/event/fed-decision-in-december?tid=1761832318180 https://x.com/KobeissiLetter/status/1983613170691535094 https://x.com/KobeissiLetter/status/1983606477479899214 https://x.com/TKL_Adam/status/1983560866436927875 https://x.com/KobeissiLetter/status/1983855569996861631 https://www.coindesk.com/markets/2025/10/28/solana-etfs-could-draw-over-usd3b-if-bitcoin-ether-etf-trends-repeat https://x.com/ETHZilla_ETHZ/status/1982901255782445420 https://www.strategicethreserve.xyz/ 30:32 3 of the most exciting tokens this year & new valuations! It’s token launch season! https://x.com/megaeth/status/1983188518756339906 https://x.com/TrustlessState/status/1982831157491184073 https://x.com/megaeth/status/1982502453515071847 https://x.com/kunalgoel/status/1983304334835077425 https://x.com/0xd1namit/status/1981661321101009388 https://claim.monad.xyz/ https://app.hyperliquid.xyz/trade/MON https://app.hyperliquid.xyz/trade/MEGA https://www.theblock.co/post/376134/coinbases-base-token-could-be-worth-34-billion-jpmorgan-says 44:36 Circle’s Arc EVM L1 goes to public testnet - RSA triggered https://www.arc.network/blog/circle-launches-arc-public-testnet 47:00 x402 gets its first signs of traction - 200,000% growth week over week https://www.x402scan.com/ https://dune.com/programmer/x402 52:27 Trump names Michael Selig to chair CFTC https://x.com/CoinMarketCap/status/1983262571277762907 https://www.youtube.com/watch?v=fPdqwebmJzE https://x.com/davidsacks47/status/1982009725110600145 https://x.com/cdixon/status/1981834098932167131 53:41 Trump Media is about to launch a prediction market https://www.bloomberg.com/news/articles/2025-10-28/trump-media-plans-to-enter-booming-prediction-markets-business https://x.com/WatcherGuru/status/1982976302803234955 56:46 Western Union is building exclusively on Solana https://x.com/solana/status/1983215174883430839?s=46&t=LIRWzlNRT68jap2P18vctA https://x.com/DegenerateNews/status/1983265904348803569 https://x.com/camillionaire_m/status/1983506060343185571 https://x.com/0xMert_/status/1983517171234861273 https://x.com/calilyliu/status/1983386544271704528 https://x.com/vibhu/status/1983568810360643945 1:03:21 3 themes this cycle: Acquisitions, Banks, IPO https://aave.com/blog/stable-acquire https://x.com/farcaster_xyz/status/1981398124242620852 https://www.wsj.com/finance/regulation/zelle-stablecoin-cryptocurrency-7ef515e7 https://www.coinbase.com/blog/coinbase-and-citi-collaborate-to-build-the-future-of-payments https://x.com/brian_armstrong/status/1982850023718105337 https://www.prnewswire.com/news-releases/securitize-the-leading-tokenization-platform-to-become-a-public-company-at-1-25b-valuation-via-business-combination-with-cantor-equity-partners-ii-302596208.html https://app.rwa.xyz/platforms https://www.theblock.co/post/376845/metamask-parent-consensys-pursues-ipo-jpmorgan-goldman-axios 1:09:55 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures%E2%81%A0