Analysis: Gold Hits Another All-Time High, Fed Rate Cut Expectation Weighs on Weakening Dollar

September 16th. According to Ave.ai's monitoring, on the X Layer platform's Meme section, which still remained active with the support of OKX traffic, the top five had a total market capitalization exceeding $101 million. They are as follows: DOGSHIT: With a market capitalization of approximately $37.914 million; a current price of $0.00061; and a 24-hour trading volume of approximately $1.299 million. XDOG: Having a market capitalization of approximately $36.438 million; a current price of $0.036; and a 24-hour trading volume of approximately $6.2 million. XMP: With a market capitalization of approximately $10.324 million; a current price of $0.10; and a 24-hour trading volume of approximately $6.379 million. OKI: Having a market capitalization of approximately $9.511 million; a current price of $0.45; and a 24-hour trading volume of approximately $6.358 million. XLCAT: With a market capitalization of approximately $7.302 million; a current price of $0.007; and a 24-hour trading volum

September 16th. According to official channels, the BonkFun USD1 Liquidity Incentive Program, which was jointly launched by WLFI and BONK, has become active. As the largest USD1 pool in BonkFun and the first USD1 trading pair on the ICM protocol, the Freya Protocol has declared a 100% buyback-matching incentive system for the revenue of the USD1 trading pair, aiming to facilitate the adoption of USD1 and the growth of the ecosystem.

September 16th. Based on the monitoring of HyperInsight, a whale starting with the address 0x7fd decreased its PUMP short position at 16:00 today. The whale cut its position by approximately $1.0012 million. Currently, the unrealized loss is about $19.4476 million, and the liquidation price is around $0.015. The monitoring data indicates that this address has been actively taking short positions with 5-20 times leverage across multiple assets, and the total position value exceeds $377 million. The accumulated loss in the past month has exceeded $26.84 million. The major positions include PUMP, SOL, and FARTCOIN.

On September 16th, as monitored by LookOnChain, a whale purchased and staked 2 million HYPE tokens 9 months ago at an average price of $8.68 (spending $17.4 million at that time, and now it is worth $107.2 million). Now, it has unstaked, likely preparing to cash out and take profits. 9 months ago, the whale deposited $17.4 million USDC into Hyperliquid through 3 wallets, bought 2 million HYPE tokens, and then transferred them to 9 wallets for staking. They submitted an unstaking request 7 days ago and received the tokens 21 hours ago. After holding for 9 months, they are currently enjoying an unrealized gain of $89.8 million.

On September 16th, as per CoinDesk, the subsidiary of Deutsche B?rse Group, Crypto Finance, has launched the AnchorNote system. The aim is to provide support to institutional clients who desire to trade digital assets in a regulated custody environment without having to move the assets out of custody accounts. The system integrates BridgePort, which is a network connecting cryptocurrency exchanges and custodians. This enables off-exchange settlements and interoperability with multiple trading venues. AnchorNote allows for real-time asset mobility while still maintaining asset custody, thereby enhancing capital efficiency and reducing counterparty risk. This service enables clients to open dedicated trading channels. BridgePort is responsible for handling intervenue message passing, and Crypto Finance acts as the collateral custodian. Institutional clients can manage collateral through a dashboard or integrate the service directly into their existing infrastructure via an API. An API

September 16th: Francois Rimeu, a strategist at Credit Mutuel Asset Management, pointed out that the Federal Reserve is anticipated to commence a rate cut cycle this week and this may continue until 2027. In his report, he stated, "Weak economic activities and the labor market suggest a requirement for more substantial monetary easing than was expected in June, which will lead to the year-end rate in 2027 being lower than what was previously predicted." In addition to the expected 25 basis points rate cut this week, the institution anticipates another rate cut later this year, followed by two more cuts in 2026. The rate is ultimately expected to be lowered to 3.1% in 2027, approaching the long-term rate level of 3%. For 2028, the institution foresees rate stability. Data from the London Stock Exchange Group indicates that the current pricing in the U.S. money markets reflects expectations of nearly six rate cuts by the end of the next year. (FXStreet)