Crypto Morning Brief: Goldman Sachs expects Fed to cut rates by 25 bps in September, Boundless releases token economics model
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Crypto Morning Brief: Goldman Sachs expects Fed to cut rates by 25 bps in September, Boundless releases token economics model
SharpLink increases holdings by 143,593 Ethereum, bringing total holdings to 740,760 ETH.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday's Market Dynamics
U.S. Treasury Secretary Bessent: Will Meet with 11 Candidates for Fed Chair
According to Jin10 News, U.S. Treasury Secretary Bessent stated he will meet with 11 candidates for the Federal Reserve chair position. Most of the PPI inflation comes from investment services.
Goldman Sachs: Five-Year Treasury Bonds Are the Best Pre-Dovish Trade; Expects Fed to Cut Rates by 25 bps in September
According to Jin10 News, Shane Xie, Chief Strategist at Goldman Sachs Global Banking & Markets, said that amid expectations of potential rate cuts by the Federal Reserve, five-year U.S. Treasury bonds are currently the most attractive investment option. He noted that yields on five-year Treasuries in the 3%-4% range offer good value while also providing protection during periods of rising market risk.
The current yield on five-year U.S. Treasury notes is 3.85%, significantly down from 4.38% at the beginning of the year. A Reuters survey shows that 61% of economists expect the Fed to cut its benchmark interest rate by 25 basis points at its September meeting, bringing it into the 4%-4.25% range.
Goldman Sachs forecasts that, given slowing real GDP growth and rising unemployment, the Fed may begin a rate-cutting cycle in Q4 2025 and continue easing into 2026, ultimately adjusting policy rates to a 3%-3.25% level.
MetaMask to Natively Integrate TRON
According to The Block, TRON DAO and ConsenSys’ MetaMask today announced a strategic partnership through which MetaMask will natively integrate the TRON blockchain, enabling global users to directly interact with the TRON ecosystem via this leading self-custody crypto wallet.
Boundless Reveals Tokenomics Model: Total Supply of 1 Billion, Community Sales and Airdrops Account for ~6%
Per an official announcement, Boundless, a verifiable computing layer, has revealed the token economics model for its native token ZK Coin (ZKC), with a total supply of one billion tokens. The distribution breakdown is as follows: 49% for ecosystem development, 23.5% for core team and early contributors, 21.5% for investors, and approximately 6% allocated to community token sales and airdrops.
The community sale and airdrop portion includes early contributors such as provers and Kaito Yappers. Tokens from the community sale will unlock 50% at TGE, with the remaining 50% unlocking after six months. Airdropped tokens will be 100% unlocked at TGE.
Virtuals Protocol Upgrades Genesis Launch Model, Introducing Tiered Staking System to Enable Better-Valued Participation in Top AI Projects
Virtuals Protocol announced on X the upgrade of its Genesis launch model, introducing a three-tier staking system (21K, 42K, 100K $VIRTUAL) to balance demand and fairness, allowing users to participate in top AI projects at appropriate valuations.
The new model allocates 7% of the token supply to the community, 6% to liquidity pools, and 2% as airdrops to veVIRTUAL holders, totaling 15% distributed. This new allocation structure aims to build structural value from Day 1 and attract higher-quality builders and projects into the Virtuals ecosystem.
Virtuals Protocol stated the upgrade reflects the original vision launched 123 days ago with Genesis—to provide users fair access to world-class AI projects at equitable valuations—though that vision faced challenges from Web2 venture capital monopolization. By embracing open coordination over closed decision-making, Genesis aims to break down privileged barriers and enable genuine contributors to participate.
Polkadot Launches Institutional Division to Connect Wall Street with Web3
According to CoinDesk, the Polkadot network has officially launched Polkadot Capital Group, a new institutional division designed to bridge traditional finance with blockchain technology. Led by David Sedacca, the team will provide data-driven education and ecosystem resources to asset managers, banks, and exchanges.
The division’s offerings include tokenization of physical assets, staking, DeFi, and trading infrastructure, aiming to help institutional investors understand and engage with the Polkadot network.
Wang Feng, Founder of Bluehole Interactive: Has Been Accumulating Ethereum for Three Consecutive Days
Wang Feng, founder of Bluehole Interactive, posted on social media: "Have been accumulating Ethereum for three consecutive days."
Analyst from Tom Lee's Fund: Ethereum May Correct to $4,075–$4,150 Midweek
Tom Lee, newly appointed chairman of BitMine, shared on X an analyst view from his firm Fundstrat Capital: Ethereum is undergoing a minor correction and may fall to $4,075–$4,150 midweek. The correction is healthy.
Tether Appoints Former White House Crypto Council Executive Director Bo Hines as Strategic Advisor
Per an official announcement, Tether on August 19 named Bo Hines, former executive director of the White House Cryptocurrency Council, as its digital assets and U.S. strategic advisor. Hines will lead Tether’s strategic development in the U.S. market and enhance communication with policymakers.
During his tenure in the Trump administration, Hines led the development of a regulatory framework for stablecoin issuers and facilitated collaboration between the government and the blockchain industry. Tether has invested approximately $5 billion in the U.S. ecosystem, and this appointment is expected to further advance its U.S. market expansion.
Tether CEO Paolo Ardoino said the appointment underscores the company’s commitment to growing in the U.S., particularly in digital assets and infrastructure investment. Hines holds a bachelor’s degree from Yale University and a law doctorate from Wake Forest University, with extensive experience in legal and policy regulation.
SharpLink Buys 143,593 ETH, Increasing Its Holding to 740,760 ETH
Per an official announcement, SharpLink purchased 143,593 ETH at an average price of approximately $4,648, bringing its total holdings to 740,760 ETH. According to its weekly report dated August 17, 2025, SharpLink raised $537 million via ATMs and direct issuance, acquiring 143,593 ETH at an average price of ~$4,648, and has earned 1,388 ETH in staking rewards since launching on June 2.
VCI Global Announces $2 Billion Bitcoin Collaboration to Advance Sovereign-Grade Crypto Infrastructure
VCI Global Limited (Nasdaq: VCIG) today announced a landmark partnership with a leading digital asset holder to establish a sovereign-grade infrastructure joint venture backed by 18,000 bitcoins (worth approximately $2.16 billion). VCI Global will hold a 70% stake and manage commercial operations, while the partner retains full custody of the BTC reserves.
Market Update
Suggested Reading
This article provides a detailed analysis of a research report on LINK, highlighting it as the hidden winner in dollar tokenization. It argues that LINK’s fundamentals have fundamentally shifted and positions it as one of the best risk/reward opportunities in the crypto market. The report predicts 20-30x upside potential and analyzes LINK’s pivotal role in the tokenization wave and reasons for its undervaluation.
IOSG: When Your Browser Becomes an Agent
This article explores browser agents as a key future direction for artificial intelligence. Browser agents can autonomously navigate websites and complete complex tasks, thereby enhancing productivity and economic value. The piece examines the current state of the technology, major challenges, future developments, and presents several representative projects and use cases.
Circle and Stripe Race to Build Chains: Is the “AWS Moment” for Payment Infrastructure Here?
This article discusses the evolution of payment infrastructure in the age of artificial intelligence, particularly the potential of payment-native blockchains. It analyzes current limitations in the payments space and proposes building neutral, efficient payment systems using blockchain technology. It also covers trends in stablecoins, deposit tokens, and central bank digital currencies (CBDCs), and how they can integrate with traditional finance. The author emphasizes the link between payment chains and the rapidly growing transaction demands of AI, offering insights into the future of payment infrastructure.
Interview with Cathie Wood: Unpacking Ark Invest’s Crypto Investment Methodology
This article compiles an interview with Ark Invest CEO Cathie Wood, covering her investment philosophy, predictions for the crypto market, the impact of AI on quantitative strategies, and how regulatory environments challenge innovation. Cathie shares her career journey, her long-term bullish outlook on Bitcoin and Ethereum, and offers deep insights into the convergence of blockchain and AI and its implications for future investing.
Understanding the SEC: From “Project Crypto” to “Peanut Butter and Watermelon”
This article analyzes two recent keynote speeches by the U.S. Securities and Exchange Commission (SEC)—Chairwoman Atkins’ “Project Crypto” and Commissioner Peirce’s “Peanut Butter and Watermelon”—to explore U.S. institutional design around crypto market structure reform and privacy rights. It compares crypto regulatory models in Europe, the Middle East, and Asia, and offers strategic recommendations for Chinese enterprises expanding globally in Web3 and RWA domains.
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