帮帮Bonnie

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On September 17, the crypto industry saw multiple highly关注able sector updates and events. The core news mainly centered on regulatory roundtables, traditional financial giants entering the space, and industry summits, among other topics:
1. The U.S. SEC holds a 24-hour on-chain stock trading roundtable
On September 17, the U.S. Securities and Exchange Commission (SEC) hosted an important roundtable on “24-hour on-chain stock trading.” The meeting invited traditional financial giants such as BlackRock, Nasdaq, the New York Stock Exchange, and Robinhood, along with crypto industry participants and institutions.
Key agenda: The meeting aims to discuss the rule framework for enabling U.S. equities to settle on-chain 24/7.
Technology route competition: The market is currently focused on which blockchain—Ethereum or Solana—will take on the role of the primary underlying settlement infrastructure. Solana holds an advantage in terms of tokenized U.S. stock volume and low fees, while Ethereum is favored by traditional finance due to its deep institutional compliance foundation (such as BlackRock’s BUIDL fund).
2. The Fourth U.S. Crypto Banking, Compliance & Stablecoin Summit (CBC Summit USA) kicks off
The 4th annual CBC Summit USA was held on September 17 at the National Press Club in Washington, D.C.
Main focus: This summit brings together senior executives, regulators, and lawmakers across the industry. Key topics include crypto banking services, compliance frameworks, stablecoin development, and the deep integration of traditional finance with Web3.
3. Deeper cooperation between traditional industries and Web3 infrastructure
Hyundai explores the Avalanche ecosystem: After successfully completing a pilot project, Hyundai is considering further expanding its related business and applications on the Avalanche (Avalanche Protocol) blockchain.
Circle Arc mainnet goes live: Stablecoin issuer Circle’s Arc mainnet recently launched and has introduced support from payment giants such as Visa and Mastercard, injecting new momentum into the Web3 payments sector.
Overall, the Web3 industry updates on September 17 show that traditional financial regulators and Wall Street capital are accelerating the process of bringing assets on-chain and strengthening compliance.
Follow me—answer 1 will take away the $SOL red envelope.
🧧🎁🧧🎁🧧🎁

#美联储加息是否已成定局
#美联储加息25基点美股收跌
Rate hikes and cuts will affect all financial sectors. It may be good or bad, but the market continues to operate in an orderly manner and develop.$BTC

Riding the waves to迎光, embarking on new horizons, together we reach far, and open a brilliant new chapter.
Ride the waves, embrace light, and stride toward a brilliant future.

September 17｜The Fed hikes rates again after three years, sparking a hawkish shock in the market

At the Fed FOMC meeting, all members voted in favor of a 25-basis-point rate hike. The target range for the federal funds rate has been raised to 3.75%‑4.00%, marking the first rate hike since July 2023.

The latest dot plot sends a clear signal: 16 officials believe there is a high probability of another rate hike within 2026. The median rate expectations for 2026 and 2027 remain at 4.1%.

After the meeting, Fed Chair Waller said the current U.S. economy and employment market are still very resilient, but the stubborn inflation problem has yet to be resolved. He noted that the committee has not yet seen convincing evidence that inflation is steadily moving back down toward the 2% target. He also said plainly that the key contradiction now is not economic growth, but persistently high inflation.

Regarding the rise in U.S. Treasury yields, Waller attributed it to three main factors: the strength of the U.S. economy, intensifying competition for capital, and geopolitical risk. While he did not directly comment on the U.S.-Iran conflict, he acknowledged that the geopolitical situation is reshaping economic assessments.

During the decision and press-conference phase, the market reaction was quite intense: spot gold briefly plunged by nearly $100; the U.S. dollar index surged by 40 points and climbed above the 100 level; the 2-year Treasury yield rose by 10 bps, and the 10-year yield increased by 5 bps, with equities across the board turning lower.

Rate-futures are being repriced: the market now expects a total of about 33 bps more rate hikes within 2026, up by 6 bps compared with before the decision. By next June, market pricing implies additional room for rate hikes totaling 75 bps, equivalent to three more 25-bp hikes.

Everything turns back in its own way; when we feel the aftertaste is bitter, please believe that everything will eventually become sweet.

Early this morning, the Fed’s rate hike has landed: 25 basis points, 3.75%–4%, passed unanimously.

To be honest, the hike itself was already expected by the market, with a 93% probability—there wasn’t much suspense. But the truly surprising part was the dot plot—of the 18 officials, 16 believe there will be another rate hike this year. By the end of the year, the median rate hit 4.1%, and it stays at 4.1% in 2027. The message is very clear: rate hikes are not a one-off; high rates need to be maintained for a long time.

Earlier, the market was still fantasizing that after this round, they’d cut rates. Now that fantasy is shattered. When Waller (Wosh) stepped up, he went straight for the first fire—burning pretty intensely, leaving Trump with no face at all. Trump had previously said rates should be cut to below 1%, but the Fed directly raised rates, and also hinted that more hikes may follow.

Back to the crypto world: these past two days, the drop has been truly brutal. The Clear Act didn’t pass, and the Fed turned more hawkish again—double whammy. BTC fell from 79,000 to 75,000. ETH dropped even more, with 120,000 liquidations.

But I actually think this kind of concentrated release of bad news isn’t necessarily a bad thing. Everything that needed to drop has dropped; everything that needed to get liquidated has been liquidated. Once the market digests it, it should enter the next phase with a lighter load. Now BTC is holding around 75,000, which suggests there are buyers stepping in at this level.

Of course, I’m not saying a rally is coming immediately. Short-term pressure will definitely remain. The macro environment is poor, and regulation is still uncertain—so we may need to grind through the base for a while. But if you look further ahead, these are just interludes.

The rate-hike cycle will eventually end, and regulation will eventually become clear.

These things don’t change Bitcoin’s underlying value.

At 4 p.m., I’ll chat in the group about “After the rate hike lands, how do we go from here?”—I’ll share my outlook and my trading plan. If you’re interested, come join.

💰Sunk at Jinzhao Mountain, get rich you will see💰

$UNI was boosted significantly due to recent share buybacks, but this much volume is not sustainable. The market needs to face a pullback. Your courage is really chubby—you actually dare to buy at this high price.