August core CPI came in at +0.3% MoM and markets have now priced in nearly 90% chance of a 25 bp hike this week. I personally expect the Fed to deliver that hike. Inflation is still sticky enough that they can’t afford to stay on hold but I don’t see this as the start of a long aggressive hiking cycle. More like a one-and-done or maybe two moves total to keep credibility. If the hike lands here’s how I see the reaction: BTC – short-term volatility and possible dip, but medium-term I stay bullish. Higher rates usually hurt risk assets initially yet Bitcoin has already priced in a lot of the hawkishness. Once the dust settles liquidity flows and ETF demand should support it again. Tech stocks – clearly bearish in the short run. Higher discount rates hit growth names hard. Nasdaq will feel the pressure. Gold – mixed to mildly bullish. Rate hikes are dollar-positive but any risk-off move or geopolitical noise can still push gold higher. My own plan: I’m holding my long-term BTC bag and adding on any sharp dips. No fresh long on tech until we see the reaction. Gold I keep as a small hedge. What do you guys think — one-and-done or the start of something bigger? Drop your view and share your trades. #FedRateWatch
Twenty-one of the world's biggest banks just did something wild. Goldman Sachs, Bank of America, Citi and others are teaming up to launch their own dollar-pegged stablecoin, targeting a first-half 2027 rollout. That's not a startup move, that's Wall Street admitting the rails have already changed. Meanwhile the market itself is stuck around $300B after pulling back over the summer, even as Treasury Secretary Bessent keeps talking up stablecoin issuers as future buyers of US government debt. Growth stalling right when that support would matter most is an odd look. Not every coin is riding the same wave either. RLUSD quietly became the third-fastest-growing stablecoin of 2026, adding over $1B in market cap this year and crossing $2.38B total. USDT still dominates growth in raw dollar terms, up $6.7B. On the flip side, USDe, Falcon's USDf and PayPal's PYUSD have all bled hundreds of millions. And on the regulated-in-Europe side, Quantoz's USDQ keeps expanding its exchange footprint under full MiCA compliance, fully backed 1:1 with reserves parked in Tier 1 banks. Boring by design, which in this market is kind of the point. Stablecoins aren't the sideshow anymore. They're becoming the actual plumbing.
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#FedRateWatch – FOMC September: What’s the Fed’s Next Move? August core CPI came in at +0.3% month-over-month, and the market is now pricing almost a 90% chance of a 25 bp rate hike this week. In my view, the Fed will deliver that hike. Inflation is still sticky in services and shelter, and the labour market, while cooling, is not weak enough for the Fed to pause.
I don’t see this as the start of a long hiking cycle. One more 25 bp move looks more like a “final tightening” to show the Fed is still serious, rather than the beginning of a multi-meeting path higher. After this, the bar for further hikes will be very high unless inflation re-accelerates sharply. If the 25 bp hike lands:
BTC: Short-term mildly bearish (liquidity squeeze + risk-off sentiment), but the medium-term outlook remains constructive as long as we don’t get a series of hikes. I expect a quick dip-and-recover pattern.
Tech stocks: More sensitive to higher rates. Growth names could see pressure, especially high-multiple stocks.
Gold: Usually benefits from rate-hike uncertainty and any sign of economic slowdown, so I lean mildly bullish on gold in the days after the decision.
My plan: I’m keeping my core BTC position intact and will look to add on any sharp post-FOMC dip. For gold I’m already holding a small position and may scale in if we see a clean break higher. Tech stocks I’m staying light – no aggressive new longs until the rate path becomes clearer. What’s your view? Are you positioning for a one-and-done hike or bracing for more? Share your BTC / gold / tech trades below! #FedRateWatch
#cpiwatch Nonfarm payrolls just beat expectations again… and now everyone’s staring at the upcoming CPI print like it’s the final boss. 😅 Honestly, I’m leaning toward the Fed holding rates for now. The labor market is still solid but not overheating the way it was last year, and any surprise on the inflation side could still force them to stay cautious. A hike right after strong jobs data feels a bit aggressive unless CPI comes in really hot. Personally I’m slightly bullish on gold right now as a hedge, and I’ve been slowly adding to my BTC position on dips. Stocks look mixed — tech is still holding up but I’m not going all-in until we see how the Fed reacts. What’s your take? Hiking or holding? And are you more bullish or bearish heading into this CPI? #CPIWatch
I’ve been thinking about Dusk’s onchain price data a bit differently lately. Putting a price onchain sounds straightforward until I imagine a security that barely trades. If it moves once every few days which price actually represents the market? The last trade? A stale quote? An average? Or some reference value agreed by the system?
That matters because tokenization doesn’t automatically make the underlying asset more measurable. The chain can preserve a number very accurately but it can’t decide by itself whether that number still reflects reality. For a thinly traded security a single small transaction could look meaningful even when it tells us very little about what another buyer would actually pay.
I think this is where Dusk’s post-trade focus gets more interesting to me. The source material makes the point that the hard part is keeping records correct after trading including rights payments and compliance. But there’s another dependency sitting underneath those records: the inputs have to be trustworthy in the first place. If eligibility or valuation eventually depends on price data. bad inputs can stay perfectly recorded onchain.
I’d want to see how Dusk handles stale or disputed prices in practice. Who gets the final say when the market itself barely speaks?
#dusk $DUSK @Dusk Dusk’s approach feels genuinely refreshing in crypto.
On most chains, every transaction is fully public amounts, parties, everything. Institutions hate this. They need privacy, yet regulators still demand full audit trails. It’s a hard conflict.
Dusk solves it cleanly. Their system separates transaction truth from transaction disclosure Using zero-knowledge proofs, the network can verify that a transaction is valid, rules were followed, and balances check out without revealing the actual details.
Only authorized parties and regulators can see the real data. Everyone else just sees confirmation that it’s legitimate.
That’s why Dusk is becoming a serious contender for real-world assets and regulated finance. Privacy and compliance finally work together.
For institutions, this removes a major barrier. Public chains no longer feel like such a risk.
They’re quietly building something that actually solves a real problem. Worth watching.
I’ve started thinking about Dusk’s privacy model less as hiding transactions and more as controlling how information moves.
That distinction matters. On a public blockchain the problem isn’t only that data is visible. It’s that small pieces of visible information can be connected over time. A transaction an identity check, an asset transfer or a relationship between addresses can become part of a much larger picture.
What interests me about @Dusk is the idea that privacy can be designed around selective information flow instead. The goal isn’t necessarily to make everything invisible. It’s to let the network verify what actually needs to be verified without automatically exposing everything surrounding it.
That feels particularly important for regulated assets. Institutions may need to prove compliance, ownership, eligibility, or transaction validity, but that doesn’t mean every participant should receive the full underlying dataset.
The difficult part is getting the balance right. Too much transparency creates unnecessary exposure. Too much privacy can make verification and compliance harder.
For me, that’s where $DUSK becomes interesting. The real question isn’t simply whether a transaction is private. It’s who gets to learn what, when they learn it, and why that information is necessary.
That’s a much more useful way to think about blockchain privacy. #dusk $DUSK @Dusk
I think one of the biggest misconceptions in crypto is that ownership always has to be visible in order to be trusted.
When someone proves ownership on most blockchains they often reveal much more than necessary. Wallet activity asset holdings and transaction history can become part of a public record that anyone can analyze. Verification is achieved but privacy is sacrificed along the way.
What caught my attention about @Dusk is the different approach. The goal is not to hide ownership from those who need to verify it. The goal is to allow verification without turning every detail into public information.
That distinction becomes more interesting when thinking about regulated assets. Businesses and institutions may need to prove control satisfy compliance requirements and interact with financial infrastructure but they may not want every movement and position exposed to the entire network.
To me the future question is not whether ownership can be proven. Blockchain already solved that. The more important question is whether ownership can be proven while keeping unnecessary information private.
That is where the conversation around becomes interesting.