This bank previously called for massive upside on $UNI and $AAVE.
Now, ARB is the latest name getting attention.
Standard Chartered targets ARB at $10 by the end of 2030, roughly 70x from ~$0.14 today.
Their roadmap: • $0.50 by end-2026 • $3.50 by 2028 • $10 by 2030
The thesis centers on Arbitrum’s growing revenue from institutional chains like Robinhood Chain and the tokenization boom, which could reach ~$4T by 2028.
But there’s a major catch:
ARB holders currently don’t receive direct revenue from the network. And given Standard Chartered’s previous aggressive altcoin targets, these numbers should be viewed as long-term scenarios, not guarantees.
$ARB x70? 👀 The thesis is interesting. The execution still has to prove it.
Fed Hike This Week: One-Time Move or the Start of a Cycle?
Core CPI rose 0.3% MoM in August, above expectations. The probability of a 25bp Fed hike this week is around 90%, and I’m leaning toward a hike.
I don’t think this will necessarily be a one-off move. Sticky core inflation means the Fed, under Chair Warsh, may want to reinforce its commitment to fighting inflation.
The September dot plot will be key in determining whether this is a single hike or the beginning of a mild tightening cycle.
That said, political pressure ahead of the midterm elections remains significant, so the Fed could hike and then pause to wait for the October–November data.
If rates rise: • $BTC : Short-term slightly bearish as the USD strengthens and liquidity tightens. If already priced in, we could see a quick dump followed by a recovery.
• Tech stocks $SPCX : More clearly bearish as higher rates increase the cost of capital and pressure growth valuations.
• Gold $XAU : Neutral to slightly weak in the short term, but still supported over the longer term if inflation remains above 2%.
My plan: Keep BTC as my core position and avoid increasing leverage. Reduce short-term tech exposure and wait for a pullback. Keep a small gold position as a hedge.
Risk management comes first ahead of the 2:00 PM ET decision and Warsh’s press conference.