Outpoll Weekly Recap: Finance (September 22 – 28, 2025)

3 hours ago7 min read

This week felt like a tipping point where the old guard of Wall Street finally had to acknowledge the new kids on the blockchain. The narrative was dominated by two powerful, converging currents: a surprisingly dovish pivot from the Federal Reserve that sent traditional markets soaring, and a parallel surge in real-world asset (RWA) tokenization that's no longer a niche experiment but a mainstream financial instrument.The Fed, facing softening inflation data and whispers of an economic slowdown, signaled a potential rate cut cycle beginning as early as November, sparking a classic risk-on rally. The S&P 500 clawed back above 5,800, but the real story was in the bond market, where yields on the 10-year Treasury retreated sharply, falling below 4.2% and creating a tidal wave of capital searching for a home. That search led directly to our world, where prediction markets and on-chain activity went into overdrive.We saw a massive spike in contracts tied to the approval of a BlackRock tokenized money market fund, with the 'yes' probability on platforms like Polymarket jumping from a cautious 35% to a near-certain 85% in just 48 hours—this isn't just speculation; it's the market betting with real money that Larry Fink's vision of a tokenized future is imminent. Simultaneously, the DeFi lending protocol Maple Finance reported a record $150 million inflow into its institutional-grade RWA pools, offering yields that still handily outpace anything in TradFi even after the bond rally.The takeaway? The Fed's liquidity is the tide, but tokenization is the vessel that's now sophisticated enough to catch it. We're witnessing the birth of a hybrid system where a basis point decision in Washington directly fuels the growth of a decentralized, transparent, and infinitely more efficient financial infrastructure. The walls between TradFi and DeFi aren't just crumbling; they're being actively dismantled by institutional capital, and this week was the blueprint.

#Weekly recap