🐺 Is a Fed Cut a Strong Enough Catalyst?

Hey everyone! Sam here (AKA @SamSolid57 on X)

I drop into your inbox a few times a week, breaking down the biggest stories in finance and the moves that matter most.

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Williams, the head of the Federal Reserve Bank of New York, said policy is “modestly restrictive” and there’s “room for a further adjustment in the near term,” which kicked the odds of a December rate cut from under 29% to about 71%.

Markets responded fast… Treasury yields dipped, stocks perked up, and the vibe shifted from “stay cautious” to “maybe go all-in.” This kind of mindset change matters: if rates do come down, that could turbocharge risk assets.

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Bitcoin briefly hit around $80k (the seven-month low) before bouncing toward $86k today, and Ethereum dropped toward $2,620 then bounced back to $2,850.

I’m staying hopeful this is a near-term bottom and added to my long-term HODL crypto portfolio. The coins that I am favorable on If rates come down are Bitcoin, Ethereum, Chainlink, Solana, and Ripple.

The Trump team is considering letting Nvidia sell its H200 AI chips to China... a move that, if approved, would open access to one of the largest underserved markets for high-end AI hardware.

That means that even after Nvidia just delivered a blow-out quarter, this policy shift could add a whole new growth vector. If you believe Nvidia’s story isn’t over (and I do), this is the kind of upside surprise that keeps it in the “uncapped” category.

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