Executive Summary

Following the Federal Reserve's highly anticipated policy shift, this analysis explores the significant market implications for the road ahead. We provide a comprehensive breakdown of performance and sentiment across key sectors in both traditional finance and digital assets, identifying which areas stand to benefit most in this new monetary landscape. Furthermore, the report examines the evolving flow of institutional capital, tracking how large-scale investors are beginning to recalibrate their strategies in response to a lower interest rate environment. This material will provide you with critical and actionable insights for navigating the opportunities and risks to come.