The Fed’s next move matters beyond traditional markets. It could also have an impact on the growing RWA sector.
Tokenized U.S. Treasuries have crossed the $15B level, making interest rate decisions increasingly important for on chain assets tied to government debt.
A shift in rates or Treasury yields could change demand for these products.
$ONDO remains a project I’m keeping an eye on as tokenized assets continue to expand.
$EDEL is getting more attention as the tokenized equity narrative continues to grow.
Its reported involvement with the DTC Digital Asset Solutions Industry Working Group adds an interesting institutional angle, while recent whale activity is also worth watching.
Meanwhile, Semiconductor stocks are high on my watchlist as the Fed meeting approaches.
Even if a rate hike is already priced in, a shift in the Fed’s guidance could still trigger a strong move across chip stocks.
AI investment continues to support semiconductor demand, making this an interesting setup from both the macro and sector perspective.
I’m watching the FOMC guidance closely alongside semiconductor moves on BingX TradFi.
$XRP is back in focus as traders watch the U.S. CLARITY Act, strong ETF flows, and continued RLUSD growth.
Regulatory clarity and institutional demand could become key catalysts, but price still needs to confirm the momentum.
Meanwhile, the September FOMC meeting may be less about the rate decision and more about the message that comes after it.
With a rate hike largely priced in, the bigger focus is on the updated dot plot and what the Fed signals about December.
A hawkish outlook could support the dollar and add pressure to risk assets, while a softer tone could give BTC and broader markets more room to recover.
The decision matters, but this time, forward guidance could be the bigger market mover.
$XRP is back in focus as traders watch the U.S. CLARITY Act, strong ETF flows, and continued RLUSD growth.
Regulatory clarity and institutional demand could become key catalysts, but price still needs to confirm the momentum.
Meanwhile, the September FOMC meeting may be less about the rate decision and more about the message that comes after it.
With a rate hike largely priced in, the bigger focus is on the updated dot plot and what the Fed signals about December.
A hawkish outlook could support the dollar and add pressure to risk assets, while a softer tone could give BTC and broader markets more room to recover.
The decision matters, but this time, forward guidance could be the bigger market mover.
Oracle’s latest earnings show that AI infrastructure demand remains strong.
Cloud Infrastructure revenue doubled to $7.4B, while remaining performance obligations climbed to a record $664B. Oracle also secured over $30B in new AI cloud contracts during the quarter.
The weaker side was free cash flow, which came in at negative $5.4B.
Now, the bigger question is how quickly $ORCL can turn that huge backlog into revenue and better cash flow.
Adobe delivered some strong numbers, yet $ADBE still moved lower after the earnings report.
Q3 revenue reached $6.76B, up 13% year over year, while AI first ARR grew by more than 150%. Adobe also passed 1 billion monthly active users.
The bigger issue seems to be expectations. Q4 revenue guidance of $6.8B to $6.85B was not enough to satisfy investors who are watching closely to see how quickly Adobe can turn its AI momentum into actual revenue.
Strong results do not always mean a positive market reaction when expectations are already very high.
$GOHOME is getting attention again as price action and community activity pick up.
Worth keeping on the radar.
What I find interesting about Apple is how much of its product demand reaches beyond Apple itself.
The iPhone supply chain includes chipmakers, RF component suppliers, battery makers, camera companies, display manufacturers and more. Companies like TSMC, Qualcomm, Broadcom, Sony, Micron and SanDisk all play different roles.
Looking at these companies can give a broader picture of where Apple driven demand is going. Some of these assets are also available to track through BingX TradFi.
$ETH is holding around the $2,500 area as traders watch for the next major move.
Institutional demand, Ethereum’s long term network upgrades and the upcoming U.S. inflation data could all play a role in where $ETH goes next.
Meanwhile, the upcoming August CPI report will be an important one to watch as it is the final major inflation data before the next FOMC meeting.
Headline CPI is expected to rise 0.3% month over month, up from 0.1% previously, while Core CPI is expected to stay at 0.2%.
The recent rise in oil prices could be one of the main factors pushing headline inflation higher.
For crypto traders, the focus will be on whether the actual figures come in above or below expectations. A hotter or cooler CPI print could quickly shift market sentiment and influence the next move across crypto.