**Cryptocurrency News**
- Unlike previous cycles, the rise in BTC and ETH prices has not translated into an overall rally in the cryptocurrency market. Despite BTC rising 130% over the past 12 months, there has been no "Everything Rally."
- The cryptocurrency market is suffering from a supply/demand imbalance. The number of new tokens is growing, especially meme coins, which increases supply.
- Trading volumes on major exchanges remain below previous highs, and crypto lending and borrowing growth has slowed.
- The Fed's rate cut is expected to improve lending conditions and revive demand for cryptocurrencies, but this remains to be seen.