Overview

Bitcoin experienced a significant pullback, falling below the critical $100,000 level. The Federal Reserve cut interest rates by 25 basis points, in line with market expectations.

Daily Macro

Bitcoin Market Status:Bitcoin dropped below $100,000, with the broader crypto market seeing notable declines.

Bitcoin ETF Activity:Bitcoin ETFs recorded a net inflow of $279million yesterday.

Ethereum ETF Activity: Ethereum ETFs saw a net inflow of $2.24million yesterday.

Macroeconomic Data:The Federal Reserve announced a 25 basis point rate cut.

Daily Focus

ARC

Reason for Focus:ARC, an AI agent-driven meme project, has shown strong recent performance. The team is currently developing a large language model (LLM)-based concept called Rig.

Related Token Performance (24H):

ARC：: +44.5%

Market Analysis:The AI meme niche is presenting multiple opportunities, with ARC being a standout performer in this space.

Next Focus

FED

Reason for Focus:U.S. interest rate futures suggest the Federal Reserve is likely to cut rates by approximately 49 basis points in 2025, aligning with the Fed’s dot plot prediction of 50 basis points. However, before the rate decision, markets priced in a 75 basis point cut.Fed Chair Jerome Powell commented:“We are not permitted to own Bitcoin, nor do we wish to change the law.”

Market Analysis:Powell’s remarks and adjustments in rate expectations dampened market sentiment, contributing to the crypto market’s negative outlook.

CoinEx Daily: Bitcoin Falls Below $100K; Fed Cuts Interest Rates by 25 Basis Points