From Fed Hikes to AI Trading: How Crypto & TradFi Are Entering a New Market Era

Come to today's one-world space. This is Phil from OneBworks, and I will be your host today. Our topic today is from Fed Heights to AI trading, how crypto and try to find our entry a new market era. So basically today we're looking at a market environment that is changing several funds at once, interest rates and global equity are reshaping the macro backdrop. Edison Time tokenized assets are bringing traditional markets closer to blockchain infrastructure, while crypto continues to push the boundaries of 24-7 trading, derivatives of nation and AI. So today we want to connect these different pieces and explore what the next generation of financial markets could look like. Before we get started, a quick reminder to everyone listening. If you have questions, feel free to drop your questions in the replies, comments, and also repost our main post for MA to join our USD giveaway. All right, first welcome to all of our speaker guests. Join us today. Really glad to have you here. So for those who may not know our speakers yet, let's go around and have everyone give us a quick introduction. So let's start with core 10, core X. Could you just briefly introduce yourself and what you are working on and what part of the crypto or trepify or ecosystem you are most focused on? Hello, and thank you for having me. Before I start, I'd like to say that Spartan Arena letting people submit their strategy and give their IP, it's generally thoughtful and surfer-quant that Montreal FAO great having that. I'm Libia Pune, I'm founder and city of Core Chain. I should be honest up front, I'm more of a tech guide than a trader. So I build the rails, other people trade on them. Core Chain is a layer one built on Cosmos. It's run by the Swiss Association in Rome and libel minutes in June. We push transactions signed with post-content cryptography with the strongest level of NIST post-content standards. And we also run AI in two different places, which I suspect is relevant to today's topic. And you see that as we go through the talk, I don't want to grow up too much of the time. Great, welcome. And it's great to have you here. And the next is Guardians of the Car. Would you like just briefly introduce yourself a little bit? Guys, Josh here. I'm part of the God Car team. Just a quick intro about us. We are a AI mobility like move to earn app that's downloadable on Android Play Store. So basically, it's just you could choose four ways on the app on which you will be moving. You could be cycling, walking, or riding the bus or train, or driving the car. And afterwards, it will track how fast you are going. And at the same time, there is a point that is prevalent on how fast you went and the distance you also achieved. And then after clicking submit, you would be shown the GPS on where you have been going. The difference from us is we could track you even though you are inside a parking lot or a mall. So I believe that other GPS are not very specific on that approach. So that's what our AI is bringing in. Glad to be here. Great. Thanks for sharing that. And I think with both all of us love the word AI. And the next is Owen. I'm so here. Basically, I'm focusing on content research in the web industry. And now I also spent a lot of time doing exploring AI ecosystem. And I'm glad to attend today's X-based with my mobile X. And I love to talk today about AI and try to find this. It's an option. Thanks for having me. Thank you. OK. Great. It's great to have all of you here. I guess we have several guests that are trying to connect. But we can just start. So anyways, welcome. We have a lot of coverage today. We will just start with the macro environment before moving deeper into marketing infrastructure and AI trading. So my first question. The Fed has raised rates this week, adding another layer of complexity to an involved marketing environment. So how could higher rates and changing global liquidity affect the growth of crypto tokenized assets and 24 or 7 markets? And the SEC has recently introduced a temporary innovation exemption to facilitate the trading of tokenized stocks. Does this signal a shift from tokenizing traditional assets to actually building on-chain markets for them? And what changes when the trading layer itself moves on-chain? So for this question, let's start with the guardians of the car. OK. OK. So my take on that, I think, is the higher the rates usually make crypto-Ill-Shakeier short-term since safer investments start looking more tempting when they're paying decent interest. So I think maybe tokenization kind of changes the game. Like if you can hold something like a tokenized treasury bond right in your crypto wallet and still use it like cash or in the real world, I think money doesn't have to leave the crypto world in a sense. Because still, I believe that the big money is on stocks and investment. And crypto is just somewhere. People go and dump money on and then get profit. But it's still a good ecosystem that we have. But I just think that we still need to involve the first ones that that's there to crypto so that they don't feel or need to leave or pull out their money entirely. So yeah. And that will feel like a real turning point. It's just not the digital sticker. They're a digital sticker on stock. But the SEC will actually be letting these platforms handle the buying, selling and settling themselves on the blockchain, which is a good and I think a next step on crypto. So yeah. Thank you. Yeah. Thanks for sharing that. And also thanks for breaking that down, like having the thoughts about the current markets. And Core chip. Would you love to share? Yeah. Thank you. Macro isn't really my lane. So I'll leave the rate back to the traders here. What I can tell you is what I'm seeing in infrastructure because that's what I see. Everyone frames rates as risk of and first speculative assets that that's kind of true. But to look at what actually grew on chain, real world assets went from about, I don't know, five billion at the start of 2025 to roughly 19 billion by March this year. That's no speculation. That's actually yield. So when cash pays for, when cash pays 4%, the tokenized treasury stops being an experiment and actually becomes a product. So high rates don't shrink this space. They sort it. They punish assets with no cash flow and reward infrastructure that brings real yield on chain. And here's the part I care about as the person building the rails. These instruments are long duration. A tokenized bonds live 10, 20, 30 years. The cryptographic signature protecting ownership, protecting its ownership has to outlive the asset. Most chains signed with cryptography that large enough quantum computer breaks and how it's not the crypt later means the exposure starts the day issue, not the day the hardware actually arrives. Nobody prices that into a 13 year instrument yet, but they probably will. About the sec, yes, and the detailed people are missing is in the conditions, not the headline. Though this one I did read properly because it lands directly on what I built. The exception requires that the smart contracts be auditable public and deployed on public permissionless ledgers. We can read that again because the regulator just put the ledger inside the regulated perimeter. The train is no longer plumbing behind the broker. It's part of the supervised market right now with the latest set modification. And the second thing the token has to confer identity to rights to the underlying real dividends, real voting. Sthetics are out, which means the biggest tokenized stock brands operating today are the ones that this doesn't cover. It rewards actual ownership. And notice the timing, this lands exactly after the clarity act stalled in the Senate at 49 of the 60 vote it needed. So the regulator moved because the ledgers letter didn't. What changes when the trading layer moves on chain is accountability. Once the ledger is regulated infrastructure, its cryptographic assumptions become a compliance question and not an engineering preference. Ben Ma is already asking Swiss financial institutions for post-content strategy. That question is coming to every venue in the school. Thank you. Yeah, it's interesting to see you think that way. And I think I think you mentioned there are several key words that I found very interesting, like compliance transparency and also regulatory. So all right, thanks for sharing. And let's move to the next question. Crypto has already shown that what 24-7 financial markets look like. As traditional assets move toward on-chain trading, could 24-7 markets eventually become the standard across both crypto and traffic. And I think probably this is something is happening. And what opportunities and challenges would that create for traders? About this question, Owen, would you love to share? Yeah, sure. So for this month, I think 24-7 trading in traditional assets will become much more common. It's probably won't develop exactly the way it is in crypto. Since we've seen NASDAQ improve extending like US equity trading to 23 hours a day. And so it's actually like 23-5 this week. The same time we were seeing more serious attempts to bring traditional assets on-chain. However, I think currently the other part is actually the liquidity. Because the market can technically stay open all night. But that doesn't mean there will always be enough debt. If you are trading that's a risk of equities during 3am, that is, stress can be quite. Occlusion can become NAS predictable. And I believe most crypto traders are already very fit familiar with this kind of situation. And there is also a lot of happening behind the screen. Like settlements, market data, risk systems, they were all like designer markets would clear opening and closing hours. So if trading becomes continuous, like those systems, they also have to support continuous market as well. And I think that...