Barely announced, the Fed rate drop has revived the ardor of the Crypto market. However, behind this start is emerging another engine: the lever effect of project-specific ads. Avalanche (Avx) and Hyperliquid (hype), carried by offensive strategies, have captured most of the bullish flows. Between monetary management and targeted initiatives, the performance of tokens depends as much on macroeconomic decisions as well as their ability to convince on the ground.

In short
- The drop in rate decided by the federal reserve acts as a trigger on the crypto markets, without being the only engine of the rebound.
- Avalanche (AVAX) records an increase of more than 10 % thanks to a strategic plan of $ 1 billion and a possible rating via ETF.
- Hyperliquid (hype) is progressing strongly, supported by the boom in its stablecoin USDH, acclaimed by institutional investors.
- The current Altcoin rally highlights a paradigm shift: the dynamics project-specific take precedence over macroeconomic announcements.
Avalanche, the announcement that changes everything
While the eyes were on the federal reserve and its drop in rate of 25 basic points, Avalanche (AVAX) surprised by a surge of +10.1 % in 24 hours, reaching $ 32.59.
This significant increase is not due only to the more favorable macroeconomic environment. It follows above all from strategic initiatives specific to the avalanche ecosystem, which have sparked a strong interest on the part of institutional actors.
Here are the main elements that have fueled this dynamic:
- The announced launch of a digital cash plan of $ 1 billion: the Avalanche Foundation would be in advanced negotiation with a company listed at NASDAQ, supported by Hivemind and a spacle sponsored by Dragonfly, to finance this ambitious plan;
- The objective is the massive redemption of Tokens Avx at a reduced price, a strategy which exerts upward pressure on the price of the token, while strengthening the cash position of the Foundation;
- The submission of a file for an Avx ETF by Bitwise, with Coinbase as a depositary of assets, a major step towards institutional adoption.
These announcements acted as a catalyst at an already favorable time for risky assets. So, like theexplain Min Jung, senior analyst at Presto, “AVAX has outperformed due to the announcement of its crypto cash plan at a billion dollars”.
For her, even if the market had anticipated the drop in rates, this type of development internal to a project “Could support the short -term increase”.
Hyperliquid, the rise of an outsider
In the wake of avalanche, another project made a remarkable breakthrough: hyperliquid. Up 7.2 % over 24 hours, the Hype token reached $ 58.43, brought by USDH's rise in power, its native stablecoin.
The latter captures the attention of many institutional investors, in particular because of its single infrastructure. Ganesh Mahidhar, investment professional at Further Ventures, details the reasons for this craze: “USDH attracts liquidity from all sides to institutions”. In addition, he adds that perpetual trading is built so that “The guard is not provided by the Exchange, while offering a UX as fluid as on a centralized platform”.
This hybrid model, combining the safety of decentralized solutions to the ergonomics of centralized exchanges, seems to meet a precise expectation of institutional actors. In a context where confidence in childcare platforms is regularly put to the test, this technical architecture represents a serious comparative advantage.
If the markets briefly reacted to the drop in Fed rates, Mahidhar recalls that “The effect could be short -lived”because “The drop had been anticipated for months by the markets”. It is therefore innovations like that of Hyperliquid which could now guide flows.
In the medium term, the hyperliquid case calls on the transformation of stablecoins of passive tools into competitive infrastructure products. While the domination of the USDT and the USDC remains intact, the arrival of alternative models could redefine the uses of stablecoin in decentralized finance. By extension, this also opens the way to new tokens valuations so far considered as peripheral, as their technology finds a concrete application in global financial flows.
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