AICoin Daily Report (September 19)

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1. President Trump of the United States states that he will take a tough stance if he demands Putin to cease fire

President Trump: Now is not the time to ask Putin for a ceasefire. If I have to demand a ceasefire, I will take tough measures. -Original

2. U.S. Senator questions whether Binance is complying with the $4.3 billion settlement agreement

According to Bloomberg, U.S. Senator Elizabeth Warren is pressuring the Department of Justice to confirm whether Binance is complying with the settlement agreement reached in 2023 with federal prosecutors. The agreement involves money laundering and sanctions violations, with Binance agreeing to pay $4.3 billion and accept compliance oversight. The senator also inquired about Binance's interactions with Trump administration officials. Prosecutors are considering whether to allow the cancellation of compliance oversight requirements in the agreement. -Original

3. The Federal Reserve cuts interest rates by 25 basis points, with the market expecting another 50 basis points cut by the end of the year

Click the link to enter the Tencent meeting: https://meeting.tencent.com/p/9309732027 The global macroeconomic environment continues to recover, but inflationary pressures and geopolitical uncertainties are intertwined, prompting major central banks to accelerate easing policies. On September 17, the U.S. Federal Reserve (Fed) announced a 25 basis point interest rate cut, lowering the target range for the federal funds rate to 4.75%-5.00%. This is the first rate cut of the year, and the market expects an additional 50 basis points cut by the end of 2025. This policy shift is seen as a significant positive for the cryptocurrency market, as rate cuts typically inject liquidity and stimulate investment in risk assets. However, the cryptocurrency market's response is often lagging and complex. This article will objectively analyze the potential impact of the 2025 rate cut on the cryptocurrency market, combined with the current Bitcoin (BTC) market analysis. The transmission effect of the rate cut on the cryptocurrency market lies in reducing borrowing costs and releasing market liquidity. Historical data shows that periods of declining interest rates often favor high-risk, high-return assets such as stocks and cryptocurrencies. Specifically for the cryptocurrency market, the rate cut transmits through three paths: first, the liquidity spillover effect. After the Fed cuts rates, the banking system is flush with funds, and institutional investors tend to turn to high-yield assets. In the first half of 2025, BTC spot ETFs have accumulated over $50 billion in inflows, and the rate cut further amplifies this trend. For example, a 0.25% rate cut could release trillions of dollars in liquidity, some of which may flow into the cryptocurrency market, driving a surge in trading volume. Historical data shows that after three rounds of rate cuts by the Fed in 2019, BTC soared from $10,000 to $28,000, an increase of nearly 180%. In a similar environment in 2025, the total market capitalization of the cryptocurrency market is expected to rise from the current $2.5 trillion to $4 trillion. Second, increased risk appetite. The rate cut signals an economic soft landing, boosting investor confidence, reducing reliance on safe-haven assets like gold and the dollar, and favoring BTC as "digital gold." However, the rate cut path in 2025 is expected to be moderate (with an anticipated total cut of 75-100 basis points for the year), which may only provide mild stimulation in the short term rather than explosive growth. The CoinDesk index (CD20) shows that after the rate cut announcement, BTC only rose slightly by 0.3%, while Ethereum (ETH) rose by 1.7%, reflecting the market's caution towards Fed Chair Powell's hawkish remarks. A weaker dollar benefits cryptocurrency pricing. BTC is priced in dollars, and rate cuts typically lead to a decline in the dollar index (DXY may fall below 100), enhancing BTC's relative attractiveness. In 2025, if the dollar continues to weaken, BTC prices may break through the $120,000 mark, driving altcoins (such as SOL, XRP) to rise as well. Motley Fool analysis points out that BTC, DOGE, and XRP will directly benefit, with potential increases of 20%-50%. However, geopolitical risks, such as U.S.-China trade frictions, should be noted; if combined with a rebound in inflation, the effects of the rate cut may be diminished. Overall, the impact of the 2025 rate cut on the cryptocurrency market is generally positive but non-linear. In the short term (Q4 2025), it may trigger volatility, while in the long term (2026), it supports a bull market. Crypto.com predicts that during the rate cut cycle, the average trading price of BTC could reach $128,500, with an ROI of about 3.7%. However, regulatory uncertainties (such as SEC reforms on cryptocurrency listings) and institutional selling risks cannot be ignored. Current BTC market analysis As of September 18, 2025, BTC's current price is stable around $117,000, with a 24-hour increase of 0.3%, down 0.8% from the previous day's high of $118,000. From the candlestick chart, BTC rebounded from $108,000 at the end of August, with a cumulative increase of 8.3%, benefiting from Fed rate cut expectations, but failed to break through the $120,000 resistance after the announcement. Futures data shows that open interest surged to $221.5 billion, spot trading volume remained stable, but ETF inflows reversed, with a net outflow of about $500 million, reflecting institutions' wait-and-see attitude towards the Fed's "hawkish-dovish" tone. Technically, BTC has formed an ascending wedge pattern, with the daily RSI in the overbought zone (above 70), and the MACD line showing initial death cross signals, indicating short-term pullback risks. Support is at $116,000 (20-day moving average), and if it falls below, it may test $110,000; resistance is at $118,000, and a breakthrough may lead directly to $120,000. The Investtech report shows that on September 18, BTC broke through the $117,756 resistance, but the mid-term remains in a trading range, with a target price below $99,999. Fundamental support is positive: miner selling pressure has eased (hash rate rebounded by 5%), on-chain active addresses increased by 10%, but whales (holding over 10,000 BTC) net sold 2% of their positions, indicating divergence. In the macro environment, after the Fed's rate cut, BTC futures open interest rose to a historical high, but the market did not see a "circuit breaker" style surge. 99Bitcoins reported that BTC, ETH, XRP, and SOL remained stable overall, with BNB approaching $1,000. Objective assessment: The current market is neutral to bullish, with high short-term volatility (the fear index VIX has risen to 20), suitable for swing trading. Analysts predict that BTC may reach a peak of $140,000 to $150,000 within 45 days. Disclaimer: The above content only represents the author's personal views, aimed at assisting investors in understanding relevant information about the capital market, does not constitute any investment advice, and does not represent the position and views of AiCoin. The market is risky, and investment should be cautious. -Original

4. The EU plans to advance pension and cryptocurrency regulatory reforms by the end of the year

EU Financial Services Commissioner Alburquerque announced plans to promote pension investment reforms and simplify trading processes by the end of the year, while considering granting the European Securities and Markets Authority (ESMA) direct regulatory authority. Emerging areas such as cryptocurrency asset service providers will also be included in a more centralized regulatory framework, but this will not undermine the functions of national regulatory agencies. -Original

5. The EU and the European Central Bank make breakthrough progress on digital euro design authority

According to Politico, EU member states and the European Central Bank have made breakthrough progress on the design authority of the digital euro. The European Central Bank proposed granting member states the final decision-making power on the upper limit of consumer digital wallet holdings in response to concerns from some countries and the banking sector. Finance ministers will discuss the proposal at the Copenhagen meeting and may informally accept it. The European Central Bank hopes to advance the digital euro plan as soon as possible to address competition from cross-border payments such as dollar stablecoins. -Original

6. The Royal Canadian Mounted Police seizes $56 million in cryptocurrency and shuts down the TradeOgre platform

The Royal Canadian Mounted Police (RCMP) announced the completion of the largest cryptocurrency seizure operation in Canadian history, involving over $56 million, and for the first time shut down the cryptocurrency trading platform TradeOgre. The operation began in June 2024, based on clues provided by Europol. The investigation found that TradeOgre was not registered as a financial service business with the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) and had not fulfilled customer identity verification obligations. Police initially determined that most of the platform's funds were related to criminal activities. Currently, relevant transaction data is under further analysis, and charges may be brought against the parties involved. -Original

7. JPMorgan states that competition in the stablecoin market is intensifying, and Circle faces challenges

JPMorgan analysts pointed out that as Tether, Hyperliquid, and several fintech companies launch new stablecoins, USDC issuer Circle is facing intensified market competition. Analysts warned that if the cryptocurrency market does not expand significantly, the U.S. stablecoin market may evolve into a "zero-sum game," making it difficult for issuers to expand their overall market share. The report also mentioned that the supply of stablecoins is closely related to the market capitalization of cryptocurrencies, and new legislation may further drive market competition. -Original

8. French bank Natixis gains $240 million Bitcoin exposure through MicroStrategy

According to market news released by The Bitcoin Historian, the investment banking giant Natixis, with assets under management of $1.4 trillion, has just disclosed that it has gained $240 million in Bitcoin exposure through MicroStrategy (MSTR). -Original

The above is a selection of hot topics from the past 24 hours. For faster news, please download AiCoin (aicoin.com).

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