28 Jan 26' Trader perspective - FED meeting; Clarity Act impact
Trader thoughts on todays market information
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[Audio version in podcast format]
Gold continues to rip higher following the recent FED meeting, reaching new ATHs at $5,400 with no signs of slowing down. This momentum reveals something profound about the state of the global economy. Matt Hougan suggests it signals that years of money printing, debt, and debasement are finally catching up with fiat currencies. As a result, investors no longer want to store all their wealth in a format that relies on the good graces of others. Hougan highlights that this trend reflects a global breakdown in trust among institutions, a problem that crypto solves by not relying on intermediaries. within this ecosystem, there is no centralized force with the power to control or seize assets.
Aligning with this shift, exchanges are moving deeper into the onchain economy. Notably, Coinbase is integrating Jupiter exchange directly into its onchain trading stack, meaning millions of solana-based tokens can now be traded on the platform.
Regulatory landscape presents a potential single point of failure. The Clarity Act is critical; if it fails, investors could pressure the market to show real-world value rather than remaining comfortable with the growth of stablecoins and tokenization. This creates two distinct paths: one where crypto rapidly performs, and another where earnings could be delayed. On the political front, the Trump administration gathered banking and crypto industry executives on Monday to discuss the stalled Senate crypto bill, showing signs of progress.
FOMC meeting was largely a no-event. Jerome Powell kept interest rates stable without emphasizing future cuts, though the absence of predicted hikes suggests future rates will either remain stable or be cut. While uncertainty about the outlook remains elevated, there is currently no data suggesting foreign investors are hedging their dollar assets exposure. Addressing geopolitical risks surrounding energy and oil, Powell noted that they “so far don’t see much.”
AI CAPEX keeps growing with Meta increasing its spending to $135b.