10 DIRECT BENEFICIARIES FROM THE NEW FED RATE CUT CYCLE 1. $HOOD -- when rates collapse, liquidity has to go somewhere & history shows the first stop for retail speculation is here. 2. $NBIS -- sovereign AI cloud is elastic capex at global scale & liquidity waves create the appetite to fund those “AI factory” buildouts. 3. $OPEN -- housing affordability is a direct derivative of rates & aggressive Fed cuts reset their model from survival mode back to scale. 4. $SOFI -- a lower cost of capital changes everything for a digital bank scaling lending, investing & deposits all under one roof. 5. $COIN -- every easing cycle has coincided with a crypto bull market & Coinbase is the toll collector on that activity. 6. $EOSE -- grid instability & rising AI-driven demand make long-duration storage inevitable & aggressive easing accelerates the capital commitments to scale it. 7. $OKLO -- compact fission is a strategic priority for energy security & an aggressive Fed shortens the runway...
3.73K
0
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.