According to @KookCapitalLLC, the Federal Reserve delivered exactly what markets expected, removing the macro overhang and increasing certainty, setting a higher directional bias for risk assets across stocks and crypto. Source: @KookCapitalLLC According to @KookCapitalLLC, with event risk cleared, markets can breathe and float higher, implying constructive near-term posture for BTC, ETH and equities as uncertainty premium compresses. Source: @KookCapitalLLC

According to Eric Balchunas (source: Eric Balchunas on X, Sep 2, 2025), most investors will continue to tune out economists and columnists unless they see tangible economic pain or a severe deterioration in earnings. For trading, this frames two concrete catalysts to watch: real-economy stress that becomes visible at the community level and an earnings-season drawdown severe enough to reset risk appetite, which could shift positioning across stocks and crypto (source: Eric Balchunas).