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#WalshPolicyFramework To be honest, I don’t expect Walsh’s speech tonight to trigger major volatility across crypto or U.S. equities. The main focus of Jackson Hole is financial innovation, so we may not get a clear short-term signal on whether the Fed will cut rates in September. The case for keeping rates steady is fairly straightforward: while U.S. inflation looks relatively manageable, policymakers still have reasons to remain cautious.