A large fundraising round for an AI-Crypto project accelerates narrative momentum and acts as a catalyst for related tokens. Inflows boost sentiment, fuel speculation, and enhance ecosystem credibility even before products mature. Narrative-driven demand can temporarily outpace fundamentals.
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licensing, U.S. SEC actions, Pakistan’s rules form a "compliance-first" trend. Cross-border firms face higher legal costs but gain access. Projects targeting multiple jurisdictions need modular compliance (MiCA for EU, SEC rules for U.S.). Returns shift to compliant DeFi and regulated exchanges.
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Crypto selling after the Fed’s 25bp rate cut signals decoupling from macro. Investors now focus on crypto-specific issues: ETF outflows, regulatory fears, rather than rate moves. Market sentiment prioritizes internal fundamentals over Fed policy. This means future rate cuts may not lift crypto—recovery needs crypto-native catalysts like institutional inflows.
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