
FOMC meeting today with 25 basis point rate cut nearly guaranteed (99% priced in).
Two scenarios ahead:
- Expected cut + dovish guidance โ risk assets rally (crypto leads)
- Unexpected pause or hawkish tone โ sharp selloff in stocks & crypto
Key catalysts to watch:
- Balance sheet pause hints
- 2025 rate cut signals
- Forward guidance tone
Crypto typically moves first and fastest on Fed decisions. Market positioning suggests most expect dovish outcome.
๐จ FOMC IS TODAY! โ 25 bps cut is 99% priced in. ๐งโ๐ Expected cut + dovish forward guidance (especially any hint of balance-sheet pause or more cuts in 2025) โ risk assets moon (crypto first) ๐งโ๐ Unexpected pause or hawkish tone โ violent sell-off in stocks & crypto, yields
๐ February 2026 Crypto Calendar: Key Events and Token Unlocks

**Key Events This Week:** - **Feb 2**: Trump and Coinbase discuss crypto legislation in the US - **Feb 4**: EU-US trade agreement negotiations - **Feb 24**: Web Summit Qatar 2026 **Major Token Unlocks:** - **Feb 5**: XDC unlocks $30.61M (5% of float) - **Feb 6**: $HYPE releases $308.61M (2.79% of float) - **Feb 6**: $BERA unlocks $35.89M (41.70% of float) **Additional Developments:** - Berachain mainnet launch rumored for next week - Kentucky State Representative to file Bitcoin Strategic Reserve bill - MicroStrategy conference scheduled for Feb 24-25 - US economic data releases: ADP payrolls (Feb 4), NFP & unemployment (Feb 6), CPI data (Feb 11) The week ahead features significant regulatory discussions, substantial token unlocks, and potential network launches that could impact market dynamics.
Bitcoin Hits 2-Year Low Against Gold at 16 Ounces Per BTC

**Bitcoin's value relative to gold has dropped to a 2-year low**, with one BTC now worth approximately 16 ounces of gold. **Key Points:** - The BTC/gold ratio indicates crypto's weakening position compared to precious metals - This metric provides an alternative view of Bitcoin's performance beyond dollar terms - Gold has significantly outperformed Bitcoin in recent months, with a 53% gain versus BTC's 29% **Important Context:** A sharp reversal remains possible if macroeconomic conditions shift. The current low ratio could present either a warning signal or a potential opportunity, depending on how broader economic factors evolve. The comparison highlights how traditional safe-haven assets like gold have attracted more capital during recent market uncertainty.
DWF Labs Acquires $25M in Trump-Backed WLFI Tokens

DWF Labs, a major Web3 market maker, has acquired $25 million in governance tokens from World Liberty Financial (WLFI), a Trump-backed project building a USD-pegged stablecoin on BNB Chain. Key developments: - USD1: New 1:1 USD-backed stablecoin launching on BNB Chain - Partnership aims to enhance liquidity and market adoption - Integration with BNB-based DeFi protocols planned The move is expected to boost BNB Chain's ecosystem through: - Increased on-chain volume - Cross-DeFi integrations - Enhanced stablecoin infrastructure Previously, WLFI adopted Chainlink's standard to help secure lending markets and enable cross-chain connectivity.
Ponder Launches Beta Version and Secures $1.5M Investment
Ponder, an AI-powered Web3 comparison engine, has launched its beta version with significant developments: - Beta release enables asset swapping and bridging across 20+ blockchain networks - Secured $1.5M funding from investors including Oblivion Labs, Normie Capital, and others - Planning Q4 2024 token generation event (TGE) with 20% initial release - Announcing 25,000 $PNDR token airdrop for WeWay community The platform focuses on comparing various Web3 services including: - EigenLayer re-staking - Runes/BRC-20/Ordinals - RWA/NFTs - DePIN protocols Visit wepad.io/project/ponder to check registration status.