📈 Market and prices
1. 📊 Bitcoin held above $81,000 after the Fed decision**
BTC is trading around **$81,080–81,597, gaining 0.48–0.66% over 24 hours. After the Fed announcement, the price briefly exceeded $81,700 but met resistance and returned to the $81,000–81,200 range.
2. 📈 Ethereum rose to $2,353–2,361
ETH gained 0.41–0.99% over 24 hours, following the broader market recovery.
3. 🚀 PEPE is the top gainer among the top 100
PEPE surged 11.22%, topping the list of largest cryptocurrencies.
4. 📉 The AI sector continued to decline
The AI sector fell 8.51%. Akedo (AKE) plunged 30.15%, while Quack AI (Q) fell 67.22% for the second day in a row.
5. 📊 Fear and Greed Index — 46–51
The indicator remains in “neutral” territory, reflecting investor caution.
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🏛️ FOMC and macroeconomics
6. 🏦 The Fed held rates at 3.75–4.00%
The decision was expected (about a 90% probability). However, two FOMC members voted for a 25-basis-point hike: Lisa Cook and Beth Hammack.
7. ⚠️ A December rate hike remains on the table
The market is pricing in an ~86% probability of a rate hike at the December meeting. The Fed confirmed that inflation remains elevated.
8. 📉 Treasury yields — 4.99%
10-year U.S. Treasury yields have fallen from a peak of 5.31%, but remain at a level that continues to weigh on risk assets.
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🐋 Large transactions and flows
9. 🐋 BlackRock transfers ~$200 million in ETH to Coinbase
Four transactions over two days, the latest involving 29,814 ETH ($70.58 million). Arkham data points to possible preparations to sell.
10. 🐋 14,942 BTC withdrawn from exchanges
A large outflow of BTC from centralized exchanges ahead of the Fed decision. Analysts interpret this as a short-term reduction in selling pressure.
11. 🐋 Corporate reserves: 1.3 million BTC
Public companies hold about 1.3 million BTC (+31% over 14 months). Strategy accounts for 71% of the increase—concentrated demand in a single issuer creates a sustainability risk.
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🔐 Security
12. 🚨 zkLink cross-chain bridge attacked for $786,000
The attacker used a public relayer to submit a forged batch root and withdraw ETH and ERC-20 tokens from the zkLink Nova L1 contract. The attack is ongoing.
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🏦 Infrastructure and regulation
13. 🇺🇸 OCC approves final rules under the GENIUS Act
The regulator has completed the regulatory framework for payment stablecoins. The Treasury called it a “historic moment” for digital payments.
14. 🇰🇷 South Korea is finalizing rules for won-denominated stablecoins
A proposal is being discussed to allow banking consortia with a “50%+1 share” stake to issue them. The Bank of Korea supports a bank-dominated model.
15. ⛓️ Ethereum: EIP-8450 for post-quantum keys
The updated draft simplifies the registration of validators’ post-quantum keys by removing the withdrawal-address path and adding replay protection.
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📊 Analytics and forecasts
16. 🎯 Bitwise raises its 10-year BTC forecast to $1.6 million
The reason is an expansion of the addressable market: the global store-of-value market is estimated at $110 trillion by 2036, and the institutional market at $303 trillion. The forecast return is 34.3% annually.
17. 📉 Short-term holders: profits fall to 5.5%
The average entry price for STHs is around $76,500. As long as this level holds, holders remain in profit, giving the market room to consolidate.
18. 📊 ETFs: inflows have been close to zero year to date
Despite this, BTC’s decline remains relatively limited—the market retains underlying buyer support.
19. 🚀 Kaspa (KAS) rises 4.71%
The Layer 1 sector’s leader (+1.13%) amid a broader altcoin rally.
20. 📈 Zcash gains 4.06%
ZEC rose in the PayFi sector (+0.87%), continuing to attract capital to the privacy segment.
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📌 Summary: The Fed held rates steady, but two votes for a hike and an ~86% probability of a December tightening limit upside. BTC held $81K as 15,000 BTC flowed off exchanges. The main risk is BlackRock transferring ~$200 million in ETH to Coinbase, which could signal market pressure.
