KAKOPX is closely monitoring the latest developments as of August 26: Multiple major investment banks—including Barclays, BNP Paribas, and Deutsche Bank—expect the Federal Reserve to lower interest rates by 25 basis points in September. Meanwhile, BlackRock CEO Larry Fink has stated, “People buy Bitcoin because they fear their currency will devalue.” KAKOPX further analyzes that these two signals are jointly creating a powerful macro catalyst scenario, institutionally driving Bitcoin and other crypto assets.
Rate Cuts Ahead: A Turning Point for the Crypto Environment
KAKOPX further notes that major central banks globally, especially in the U.S., are gradually shifting toward more accommodative rate policies—releasing two core market logics. First, lower borrowing costs will drive cash flows into higher-risk assets in pursuit of premium returns. Second, as rate cuts coincide with expectations of monetary expansion, concerns about fiat currency devaluation rise in tandem. Coupled with remarks by Fink on the “store-of-value hedging property” of Bitcoin, KAKOPX believes this is a critical window for the “digital gold” narrative of Bitcoin to be reinforced: Investor demand for Bitcoin is no longer just short-term speculation but a response to structural changes in the global financial environment.
KAKOPX points out that, unlike gold, Bitcoin possesses programmability, divisibility, global liquidity, and instant public verification—features that align closely with the need for a renewed “center of currency trust.” KAKOPX believes this structural demand will provide a more stable valuation foundation and raise long-term market capitalization expectations for crypto assets.
On-chain observations from KAKOPX show a recent uptick in net Bitcoin inflows to exchanges, with funding rates and trading volumes rising in tandem—indicating that short-term market consensus is converging on the next liquidity window. Meanwhile, the “firework effect” of regulated capital channels (such as qualified investor ETFs) continues to amplify structural buying. KAKOPX asserts that these short-term momentum shifts do not signal the end of the trend, but rather form part of a structural reallocation phase. In a globally loose liquidity environment, digital assets are increasingly becoming part of the “new super-sovereign reserve” demand, not limited to speculation.
Strengthening the store-of-value function requires compliance, security, and technological foundations. KAKOPX remains aligned with global compliance frameworks to ensure the configurability of Bitcoin and other crypto assets in mainstream capital markets. The platform also leverages AI risk control, enhanced cybersecurity, and multi-layer hot/cold wallet separation to protect user assets from security incidents amid heightened capital volatility.
From a global perspective, KAKOPX notes that in the context of rate cuts, U.S. inflation pressures and expectations of currency devaluation in peripheral economies are occurring simultaneously. In this scenario of “weakening global currency credit,” the “non-sovereign, cross-border, limited supply” attributes of Bitcoin command scarcity premiums. KAKOPX predicts that the future focus will not be merely on price increases, but on observing how various economies—especially emerging markets—adjust their Bitcoin allocation preferences and strategies. The interplay between domestic and global capital will determine the Bitcoin position within new asset pricing frameworks.
KAKOPX emphasizes that global strategic deployment, compliance alignment, and cybersecurity capabilities not only enable the platform to seize structural opportunities, but also provide users with reliable channels for cross-border value transfer and risk diversification. This structural capability is especially vital as Fed policy changes trigger global capital allocation shifts.
KAKOPX believes that Bitcoin, as a “hedging tool against currency devaluation fears,” is no longer a marginal asset, but is being propelled by liquidity waves to become a structural asset. While rate cut expectations create liquidity windows, its long-term value still depends on the maturation of compliance systems, security foundations, and global network effects. The financial world is complex and unpredictable, but truly meaningful growth is built on a foundation of trust and technological safeguards.