FOMC raises benchmark interest rate by 25bp, stocks wobbled but Bitcoin held firm | Seo Dong-ju, Kim Dong-hwan, Park Hyun-young, News1 reporters

Summary

In this Crypto PLUS episode, Seo Dong-ju, Kim Dong-hwan, and Park Hyun-young discuss the Fed's 25bp hike, the hawkish dot plot, and high long-term Treasury yields. Bitcoin held near $75k-$76k despite the Clarity Act rejection and hawkish Fed, but Kim questions whether it can durably decouple from macro. Park covers SEC/CFTC self-regulation prospects after the Clarity Act failure, Circle's Arc mainnet launch, and Korean crypto tax debates.

• The Fed raised rates by 25bp and the dot plot was more hawkish than expected, suggesting higher-for-longer rates.
• Bitcoin held around $75k-$76k despite the Clarity Act rejection and hawkish Fed, but Kim doubts durable decoupling.
• Long-term U.S. Treasury yields stayed high, with the 10-year above 5%, limiting relief for long-duration bonds.
• After the Clarity Act failure, Park outlines possible SEC and CFTC self-regulation that could help U.S. crypto companies.
• Circle launched Arc mainnet with institutional validators, stablecoin FX, and AI-agent payment features, but market reaction was muted.
• Arc could compete with Ethereum and Solana for USDC activity, a risk worth monitoring.
• Korean crypto taxation is expected to be debated during the National Assembly audit, though no clear listed vehicle was identified.