Deeiii
785 posts





What matters now isn’t the rate cut — it’s the reaction function. Markets have fully priced a 25bp cut this week, but the next move hinges on three things: • Powell’s tone (hawkish cut risk rising) • The 2026 dot plot • Whether liquidity tools like RMP enter the discussion 10Y yields pushing above 4.16% show the market is already bracing for tighter guidance. Meanwhile, crypto’s structure is shifting quietly: • RWA gets regulatory greenlights (CFTC collateral pilot, SEC closes Ondo case) • BTC/ETH vol at cycle lows • Flows preparing for a macro inflection rather than a narrative chase The next 48 hours will define risk appetite into year-end. SoSoValue will track the macro → crypto transmission in real time. #sosovalue #Macro






