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  • Bitcoin leads rally amid Fed rate cut hopes, major ETFs boost crypto outlook

    Bitcoin leads rally amid Fed rate cut hopes, major ETFs boost crypto outlook

    Crypto Wrap: Bitcoin rallies over 4%, fueled by hopes of a Fed rate cut.

    • Bitcoin rallies over 4%, fueled by hopes of a Fed rate cut.
    • Solana, Dogecoin, and XRP gain momentum on upgrades and ETF excitement.
    • Token unlocks and Fed easing are set to reshape crypto markets this quarter.

    Crypto markets woke up on Wednesday with a spring in their step, charging higher as investors braced for a major central bank event.

    Bitcoin set the pace, rallying over 4% to clear the $116,000 mark, fueled in large part by growing bets that the US Federal Reserve is finally ready to deliver an interest rate cut on Wednesday.

    As rate-cut speculation took center stage, Bitcoin’s market cap soared to well over $2 trillion, cementing the number-one crypto’s dominance after weeks of volatile swings.

    Markets eye Fed-driven breakout

    Ethereum, the world’s top smart-contract platform, held strong above the $4,500 threshold. Investors have been piling into ETH on prospects for a supply squeeze, as well as ongoing accumulation by institutional players positioning ahead of the Fed’s meeting.

    Traders argued that a successful breakout above the stubborn $4,800 technical resistance could spark a new phase of risk-on flows across crypto, especially if macro conditions cooperate in the coming weeks.

    Solana added even more energy to the rally, gliding near $240, as a string of protocol upgrades and surging developer momentum fueled optimism about the network’s long-term prospects.

    Major exchanges reported large spot inflows, and Solana’s rapid-fire transaction speeds kept it in the conversation as a serious contender among the leading altcoins.

    Meme-friendly Dogecoin, ever the wild card, hovered around $0.27, down slightly on the day, but still up more than 100% from a year ago.

    Increased social activity and new integrations have helped Dogecoin keep its playful reputation, as trade volumes remain lively whenever the broader market shifts.

    Meanwhile, XRP is holding just under $3, stuck in a tight range as markets anxiously anticipate the launch of the first US spot XRP ETF on September 18.

    Speculation around the ETF’s potential inflows and its possible effect on price has helped XRP stay in focus despite the broader sector’s roller-coaster action.

    Technical watchers say a rally through $3.18 could unleash a new round of bullish momentum for Ripple’s token.

    Crypto industry poised for Q4 shakeup

    It isn’t just price charts and volatility levels dictating sentiment this week: all eyes remain locked on Washington as the US Federal Reserve kicks off its most consequential policy meeting in recent memory.

    With inflation trending lower and unemployment ticking up, markets broadly expect Fed Chair Jerome Powell to announce a 25 basis point rate cut, the first since 2020.

    For crypto, where high-growth bets are directly tied to easier money, the Fed’s pivot could drive a decisive shift in market psychology.

    “Fed easing typically gives permission for the crypto rally to keep going,” said one strategist.

    Many in the industry expect fresh liquidity to spark increased inflows, particularly into blue-chip tokens like Bitcoin and Ethereum, and may even encourage more institutional adoption as risk appetite returns.

    Away from the Fed drama, September is seeing a tidal wave of token unlocks, as over $4.5 billion in coins come into circulation across high-profile projects like Sui, Aptos, Ethena, and Arbitrum.

    While some worry about the impact of new supply, others view it as a crucial stress test for market depth and investor demand.

    Finally, excitement around the pending debut of the first US-based spot XRP ETF may mark a turning point for altcoins.

    If the ETF attracts robust inflows, along the lines of Bitcoin and Ethereum ETFs launched earlier this year, it could shift the narrative and trigger sustained price rallies in the sector.

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  • Bitcoin tests $116K resistance ahead of Fed decision; new token launches stir market

    Bitcoin tests $116K resistance ahead of Fed decision; new token launches stir market

    • Bitcoin stalls near $116K as Fed’s policy decision draws focus.
    • Major altcoins trade sideways amid low volumes and uncertainty.
    • Velora (VLR) and Project Merlin (MRLN) set to redefine DeFi ecosystems.

    Bitcoin is once again testing the nerves of crypto market participants as its price hovers near $1,16,000, battling a stubborn resistance just as the global spotlight turns to the US Federal Reserve’s mid-September policy meeting.

    In the early hours of September 16, Bitcoin traded at $1,15,200, trimming modest overnight gains amid lower trading volumes and a cautious risk mood.

    The benchmark cryptocurrency’s market cap stands at a robust $2.29 trillion, with 24-hour volumes just over $52 billion, evidence that, while enthusiasm has tempered, the appetite for digital gold remains very much alive.

    The shadow of the Fed’s upcoming decision has left broader markets listless, and crypto is no exception. Investors remain on high alert for clues around possible rate adjustments after a string of resilient US inflation data.

    Any shift in policy or surprise rhetoric could produce short, sharp moves across all risk assets, with Bitcoin particularly sensitive given its recent struggle to clear the $1,16,000 threshold.

    Bullish momentum still elusive

    Ethereum, the second-largest digital asset by market cap, followed suit, changing hands at $4,522.

    Ether has struggled to regain bullish momentum since its recent spike to $4,609 and is now trading in a narrow band with tepid demand from larger holders.

    Despite a record high in stablecoin activity on its chain last week, ETH appears tethered to macro narratives, quietly mirroring Bitcoin’s cautious trajectory.

    XRP, meanwhile, steadied at $2.99 after pulling back from recent local highs.

    Recent treasury movements from notable digital asset management firms have steadied sentiment but haven’t sparked breakout momentum, as regulatory debates around the token continue to play out in key jurisdictions.

    Solana is also in the spotlight, with its price down slightly to $233.67 following last week’s rally.

    The token, known for its fast and low-cost transaction capabilities, has seen volatility creep back in, as short-term traders wade in to capture swings on the back of the broader market’s uncertainty.

    Technical analysts note the next major support levels sit close to $220, underscoring the need for positive catalysts to maintain current valuations.

    Dogecoin, always the wildcard, is trading at $0.2677 after a 24-hour spell that saw the meme coin flirt with both $0.26 support and $0.28 resistance.

    While DOGE’s narrative is often ruled by social media and celebrity hype, the current environment has left even seasoned “shibes” trading cautiously, awaiting clearer signals from both the Fed and broader risk markets.

    With key resistance levels drawing closer across major coins, market eyes will remain glued to the outcome of the Fed meeting.

    Until then, expect crypto prices to oscillate around their current bands, with Bitcoin eyeing that crucial $1,16,000 break as the catalyst for renewed bullish conviction or yet another test of market resolve.

    New launches fuel crypto buzz

    Several major crypto launches and ecosystem upgrades are about to shake up the market, promising to unleash a new spark of trading action.

    On Tuesday, all eyes are on Velora (VLR) and Project Merlin (MRLN) as they make their much-anticipated debuts.

    Velora’s launch signals a push into the next generation of DeFi, with its $VLR token powering intent-based cross-chain trading and unlocking gasless staking and community rewards.

    Meanwhile, Project Merlin steps onto the scene offering an all-in-one Web3 ecosystem that connects blockchain entrepreneurs, communities, and investors, complete with a robust launchpad, crowdfunding, and freelance ecosystem, all tied together by the $MRLN token and launching with airdrops across major exchanges.

    These releases are more than just hype; they reflect how the industry is charging ahead with technical innovation and shifting toward tailored, ecosystem-first infrastructure.

    But it’s not just token launches grabbing investor attention. On the regulatory front, Hong Kong just locked in fresh banking capital guidelines for digital assets, set to take effect in January 2026.

    The big shift? Banks are facing a 1:1 capital provision for any exposure to “permissionless” blockchains.

    The move is expected to bolster confidence for institutional players looking for a safer entry into crypto markets.

    Added to that, Ripple is making headlines via a new partnership in Japan that brings its RLUSD stablecoin further into the nation’s payments rails, underscoring digital assets’ climb toward mainstream financial integration.

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  • Bitcoin price braces for liftoff: Can a Fed’s rate cut spark a $200K rally?

    Bitcoin price braces for liftoff: Can a Fed’s rate cut spark a $200K rally?

    Bitcoin price braces for liftoff

    • Fed rate cut hopes fuel optimism for a powerful Q4 Bitcoin price rally.
    • Whales, ETFs, and PayPal integration boost institutional demand.
    • Analysts see BTC hitting $140K–$200K this year, with $250K possible if flows persist.

    Bitcoin is once again at a crossroads. After touching an all-time high of $124,128 in August, the price of the world’s largest cryptocurrency has pulled back to trade just below $115,000.

    But the pullback has done little to dampen enthusiasm.

    With a Federal Reserve interest rate cut now widely expected, optimism is building that Bitcoin could be gearing up for its next explosive leg higher, possibly toward $200,000 and beyond.

    Over the recent days, the price has been stuck in a narrow band between $114,000 and $116,000 for the past week.

    Market analysis hints at $115,000 being a critical resistance level that will shape the next major move.

    According to analysts at CoinLore, if Bitcoin clears $116,000 and holds above $117,500, it could unlock a rally toward the $122,000–$130,000 range in the short term and $135,000 or even $140,000 in the long term.

    Fed decision looms large

    Notably, the immediate catalyst for a BTC price breakout could come as soon as September 17, when the Fed is expected to cut interest rates.

    Lower borrowing costs generally boost liquidity and favour risk assets such as crypto.

    Sean Dawson, head of research at Derive, in a note to investors, told investors that the market is “only halfway through what could be a very powerful Q4 rally.”

    He predicts Bitcoin’s price could reach $140,000 by year-end, with $200,000 as a conservative cycle peak if institutional flows continue.

    Options data supports this bullish trend with Deribit showing heavy open interest clustered between $140,000 and $200,000 for December contracts, with calls outnumbering puts.

    At the same time, US spot Bitcoin exchange-traded funds (ETFs) have seen $2.3 billion in inflows over the past five days, underscoring robust institutional demand.

    Whales and institutions step in

    On-chain data indicates that whales have resumed accumulation, adding to the buying pressure. Stablecoin liquidity and steady ETF inflows are providing additional fuel.

    Volatility, however, remains likely because the market depth near resistance is thin, although whales and large holders could anchor Bitcoin’s next surge.

    Institutional positioning is also strengthening, with PayPal recently announcing plans to integrate Bitcoin (BTC) and Ethereum (ETH) into its revamped peer-to-peer (P2P) payment system, allowing users to send crypto across PayPal, Venmo, and other wallets.

    PayPal’s move signals a step toward mainstream adoption and adds to the narrative that Bitcoin is becoming more deeply embedded in global payments.

    Galaxy Digital’s Mike Novogratz signals an altcoin season

    While Bitcoin consolidates, altcoins are drawing attention.

    Galaxy Digital’s Mike Novogratz argues that the “real fireworks” are in alternative assets and corporate treasuries tied to coins like Solana (SOL).

    Novogratz pointed to Forward Industries’ $1.6 billion raise as evidence of fresh institutional capital flowing into crypto outside of Bitcoin.

    Even so, Novogratz insists Bitcoin remains “digital gold” with a long-term trajectory that points higher.

    Wall Street’s interest is also growing, with Nasdaq recently filing to list tokenised versions of stocks and ETFs on-chain, while SEC Chair Paul Atkins has pledged to “move all markets on-chain.”

    Together with faster, more secure blockchains, the regulatory pivot is laying the groundwork for broader adoption across traditional finance.

    So, can Bitcoin’s price really hit $200,000?

    Despite an 8% pullback from August’s high, sentiment remains firmly bullish.

    Industry voices from Arthur Hayes to analysts at Bitwise, Bernstein, and Standard Chartered have all predicted Bitcoin will reach at least $200,000 this cycle.

    Hayes goes further, projecting $250,000, while Coinbase CEO Brian Armstrong sees the possibility of $1 million Bitcoin by 2030.

    Sceptics, however, warn that heavy leverage in derivatives and potential whale sell-offs could spark turbulence.

    But falling rates, strong ETF inflows, and corporate adoption are fueling expectations that this is not the cycle top.

    Instead, traders and institutions alike are preparing for Bitcoin’s next move, with $200,000 now firmly in view.

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  • STRK price soars 7% as Starknet officially starts Bitcoin staking integration

    STRK price soars 7% as Starknet officially starts Bitcoin staking integration

    STRK price soars 7% as Starknet officially starts Bitcoin staking integration

    • The upgrade allows Bitcoiners to participate in Starknet’s consensus.
    • The L2 has reduced the unstaking period to 7 days to enhance flexibility for stakers.
    • STRK has gained more than 2% following the announcement.

    Cryptocurrencies traded cautiously on Monday while bracing for this week’s interest rates decision, poised to shape the markets’ trajectory in the upcoming sessions.

    Bitcoin hovers near $116,000 as Ethereum’s stability above $4,600 fuels altcoin season debates.

    Meanwhile, L2 platform Starknet has finally launched Bitcoin staking.

    The team has briefly paused the staking platform to finalise implementation before its official release in the coming hours.

    The announcement read:

    The BTC staking integration has started! The staking protocol is now paused for a few hours while we implement this massive update.

    With this move, the Ethereum-based Layer2 enables Bitcoin holders to participate in Starknet’s consensus for the first time.

    The L2 focuses on ZK rollups and scalability, and integrating BTC staking reflects its dedication to decentralisation and chain-to-chain partnerships.

    Native STRK turned bullish after the announcement.

    The digital token rallied from $0.1299 low to $0.139 intraday peak.

    That translated to an over 7% increase, demonstrating renewed interest in Starket’s ecosystem.

    Starknet integrates BTC staking

    The announcement highlighted that BTC will account for 25% of Starkent’s consensus power, whereas STRK dominated at 75%.

    That guarantees balances while attracting more stakers.

    Meanwhile, the staking protocol will support several BTC wrappers, including WBTC, tBTC, SolvBTC, and LBTC.

    The community would vote for more options in the future through governance proposals.

    That means the staking model can transform as Starknet’s BTC staking network grows.

    The team has temporarily halted its staking protocol to onboard the upgrade.

    Unstaking period reduced to 7 days

    The upgrade comes with multiple good news.

    One of the most striking adjustments is the substantial reduction of unstaking from 21 days to seven days for STRK and BTC stakers.

    The improved exit time remains paramount for participants who value responsiveness in a fast-paced crypto market.

    Users can react to price fluctuations quickly with a reduced lock period.

    That will likely lead to new money-making opportunities, consequently boosting Starknet’s liquidity.

    Flexible unstaking solves one of the main challenges for stakers.

    Thus, Starkent can expect enriched TVL in the coming times.

    What it means for Starknet and DeFi

    The BTC staking launch could make Starkent a more attractive platform for cross-chain decentralised finance (DeFi) undertakings.

    Notably, the L2 moves to tap into Bitcoin’s staggering liquidity base with plans to channel it into dApps built within the STRK ecosystem.

    DeFi developers can leverage the BTC liquidity to build innovative lending platforms, yield strategies, and derivatives markets.

    While most comments were positive, one X user criticised Starknet’s upgrade.

    He believes that the BTC staking launch renders STRK worthless for holders.

    “So STRK ends up as inflation fuel; printed to pay devs and now to reward wrapped BTC stakers? Where’s the actual value left for STRK holders?

    Nevertheless, Starknet promises to democratise the DeFi landscape by tapping Bitcoin’s robust liquidity.

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  • Bitcoin price surges to $1,15,660 as ETF inflows and Fed policy shift align

    Bitcoin price surges to $1,15,660 as ETF inflows and Fed policy shift align

    Bitcoin price surges to $1,15,660 as ETF inflows and Fed policy shift align

    • Bitcoin has surged back above $115,660 amid a powerful rally.
    • The move is fueled by a massive $757 million net ETF inflow in one day.
    • Traders are now pricing in a 92 percent chance of a Fed rate cut next week.

    The slumbering giant has awakened. Bitcoin has roared back to life, surging past the critical $115,660 level in a powerful display of force, fueled by a perfect storm of renewed institutional hunger and a macroeconomic landscape that is increasingly tilting in its favor.

    The move marks a decisive break from the summer’s stagnation, with a torrent of capital now flooding into the asset as the market braces for a pivotal policy shift from the Federal Reserve.

    The institutional stampede

    The clearest and most powerful catalyst for the rally is the dramatic return of institutional buyers. On September 10, US spot Bitcoin ETFs recorded a staggering $757 million in net inflows, the single strongest daily intake in eight weeks.

    This brings the total for September to an impressive $1.39 billion, a clear sign that the voracious appetite that drove the market to all-time highs is back.

    This institutional stampede was broad-based, with all twelve US spot Bitcoin ETFs recording inflows.

    The charge was led by Fidelity’s FBTC, which absorbed over $156 million, and Ark’s ARKB, which took in $84 million. The renewed conviction was also visible in the futures market, where open interest rose a formidable 6.6 percent to $43.3 billion.

    The shifting sands of the macro landscape

    This flood of institutional capital is being met with an increasingly favorable macroeconomic tide. A volley of conflicting but ultimately dovish economic data has all but cemented the case for a Federal Reserve interest rate cut next week.

    While the Consumer Price Index (CPI) came in slightly hot, it was completely overshadowed by an unexpected drop in the Producer Price Index (PPI) and a spike in initial jobless claims to their highest level since October 2021.

    This combination of cooling wholesale inflation and rising labor market stress has traders now assigning a commanding 92 percent probability to a quarter-point Fed cut next week, according to the CME FedWatch tool.

    A glimpse of the supercycle?

    While the short-term picture is being driven by flows and Fed hopes, a far more dramatic story is being sketched out on the long-term charts.

    From a structural standpoint, Bitcoin’s weekly chart is displaying two powerful inverse head-and-shoulders patterns, formations that have technical analysts buzzing about the dawn of a new supercycle.

    The smaller pattern, confirmed after July’s breakout, projects a target near $170,000. A much broader formation, which dates back to 2021, remains active and points to an almost unbelievable long-term target of $360,000.

    While these are just technical projections, they are adding a powerful layer of long-term bullish conviction to the short-term speculative fervor.

    The great rotation

    The rally’s strength is further amplified by a clear and significant rotation of capital within the crypto ecosystem itself.

    While Bitcoin ETFs are flourishing, their Ethereum counterparts are bleeding. ETH-focused ETFs have seen $668 million in outflows in September, a stark divergence that underscores a clear market preference for Bitcoin in a macro-driven environment.

    While other large-cap tokens are mixed, the message from the institutional world is clear: in this new chapter of the bull market, the king is reclaiming his throne.

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  • Bitcoin treasury purchase size collapses 86%, data shows

    • Total BTC treasury holdings have hit a record high of 840,000 BTC.
    • However, the average purchase size has collapsed by a staggering 86 percent.
    • This waning demand was the key driver of the Q2 Bitcoin rally.

    They were the heroes of the last great rally, the talk of the town at the recent BTC Asia conference, their voracious appetite for Bitcoin single-handedly driving the market to new heights.

    But a shadow has fallen over the world of the corporate Bitcoin treasury.

    A new report reveals a worrying trend beneath the surface: while their total holdings are larger than ever, their conviction, measured by the size of their buys, has collapsed.

    The great contradiction: more players, smaller bets

    The on-chain data, laid bare in a new report from CryptoQuant, tells a tale of two conflicting truths.

    On one hand, the aggregate Bitcoin treasury holdings have surged to a record 840,000 BTC, a war chest led by the titan Strategy, which holds 637,000 BTC. Transaction activity also remains near record levels, with 46 deals in August alone.

    But on the other hand, the average size of these purchases has fallen off a cliff. Strategy bought just 1,200 BTC per transaction in August, while other firms averaged a mere 343 BTC.

    Both of these figures are down a staggering 86 percent from their peaks in early 2025. In total, Strategy acquired only 3,700 BTC in August, a whisper compared to the 134,000 BTC it bought at its peak last year.

    This is not the behavior of a market brimming with confidence; it is the sign of smaller, more hesitant buys, a clear signal of liquidity constraints or waning conviction.

    The ghost of rallies past

    This dramatic slowdown is a major concern for investors because it was the relentless engine of treasury accumulation that drove Bitcoin’s spectacular price growth in the second quarter.

    As CoinDesk reported at the time, by late August 2025, institutions were absorbing more than 3,100 BTC a day against a mere 450 being mined.

    This created a powerful 6-to-1 demand-supply imbalance that sent prices soaring.

    Now, that engine is sputtering. This slouching demand raises the critical risk that the market’s current price strength may not be sustainable if the giants of the space continue to nibble cautiously rather than devour at scale.

    A new hope? The rise of Asia’s treasury front

    But as the Western giants grow hesitant, a new front in the treasury movement is opening in the East.

    According to a Bitwise report, 28 new treasury companies were formed in July and August alone, collectively adding over 140,000 BTC to their coffers.

    More significantly, Asia is emerging as the next major battleground. Taiwan-based Sora Ventures has launched a massive 1 billion dollar fund specifically to seed new regional treasury firms, with an initial commitment of 200 million dollars.

    This new vehicle will pool institutional capital to support a fresh wave of entrants, a different model from the region’s current largest player, Metaplanet.

    The stage is now set for a fascinating and pivotal confrontation.

    The central question that will define the next phase of Bitcoin adoption—and its price—is whether this new, hungry wave of Asian treasuries can offset the shrinking appetite of the incumbents who first blazed the trail.

    Market updates

    BTC: Bitcoin remains resilient for now, trading in the 110,000–113,000 dollar range. The price is being supported by broad expectations of Federal Reserve rate cuts and continued, if smaller, institutional inflows via ETFs.

    ETH: Ethereum is trading near the 4,300 dollar level. Its recent weakness, marked by a 3.8 percent weekly decline, is being attributed to ETF outflows and the historically subdued trading that characterizes “Red September.”

    However, its longer-term outlook remains positive, buoyed by deep institutional interest and growing staking activity.

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  • Crypto update: Why Bitcoin is stalling while Ethereum eyes a breakout

    Crypto update: Why Bitcoin is stalling while Ethereum eyes a breakout

    Crypto update: Why Bitcoin is stalling while Ethereum eyes a breakout

    • A major split is emerging between Bitcoin and Ethereum in the market.
    • Bitcoin is acting as a macro hedge, holding steady around $112,000.
    • Traders are actively positioning for upside in Ethereum, eyeing $5,000.

    A profound and telling split has fractured the cryptocurrency market.

    Bitcoin, the long-reigning king, has settled into a stoic holding pattern, a defensive fortress against the gathering storms of macroeconomic uncertainty.

    But the real action, the aggressive positioning for explosive growth, is happening in a different court.

    A great rotation is underway, and traders are increasingly placing their bets on a new champion to lead the charge into September: Ethereum.

    The fortress: Bitcoin as a macro hedge

    Bitcoin is currently stuck in consolidation, trading near $112,000. But its lack of upward momentum is, paradoxically, part of its emerging narrative.

    It is increasingly being treated not as a speculative growth asset, but as a steady macro hedge, a digital counterpart to gold.

    This view is being driven by the deep uncertainty emanating from Washington.

    In a recent note, QCP Capital wrote that persistent doubts about the Federal Reserve’s independence are keeping risk premiums elevated, a dynamic that weakens the dollar and directly supports hedges like Bitcoin and gold.

    The options market tells a similar story of defense.

    Flowdesk reported muted implied volatility in Bitcoin, suggesting traders are positioning for stability, not a breakout.

    The skew remains negative, meaning puts are expensive—a clear sign that the market is paying a premium for downside protection.

    The spearhead: Ethereum as the engine of ascent

    While Bitcoin holds the defensive line, Ethereum is being positioned as the market’s spearhead. This is where traders see the real potential for a September breakout.

    The data is clear: ETH risk reversals have recovered sharply from their recent selloff, indicating a renewed and aggressive demand for upside exposure.

    Prediction markets are validating this theme with real-money bets. Polymarket sentiment shows traders expect Bitcoin to remain capped near $120,000, while giving Ethereum a strong chance of breaking the coveted $5,000 mark.

    This view is consistent with its powerful 20 percent rally over the past month and the surging institutional interest being funneled through ETF inflows.

    The widening rebellion

    This rotation is not just a two-horse race. The renewed appetite for risk is broadening, with capital flowing into a wider array of altcoins. Solana (SOL) options have seen a surge in activity, with flows heavily skewed to the upside.

    At the same time, spot activity has rotated into so-called “ETH beta” names like AAVE and AERO, as well as “SOL betas” like RAY and DRIFT.

    This is a crucial sign that market breadth is improving, as conviction spreads beyond the majors.

    The market is sending a clear, if complex, signal. The macro chaos is reinforcing Bitcoin’s role as a hedge against inflation and institutional decay.

    But the momentum, the capital flows, and the speculative energy are all gathering in the court of its challenger.

    The stage is set for a fascinating and potentially volatile September, where the fortress and the spearhead will finally have their mettle tested.

    Market updates:

    BTC: Bitcoin remains in a consolidation phase around the $110,000–$112,000 range, marked by waning short‑term volatility.

    ETH: ETH is trading near $4,400. Its rally is being fuelled by surging institutional interest, especially via ETF inflows, and anticipation surrounding the upcoming Fusaka network upgrade.

    Gold: Gold is trading around record highs, propelled by expectations of an imminent Federal Reserve rate cut (markets now price in about a 92% chance), weakening confidence in Fed independence, and increased demand from conviction buyers like ETFs and central banks.

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  • Michael Saylor’s Strategy buys the Bitcoin dip, adds 4,048 BTC

    Michael Saylor’s Strategy buys the Bitcoin dip, adds 4,048 BTC

    AI generated image for Bitcoin in a vault

    • The acquisition cost $449.3 million, with the company paying an average of $110,981 per coin.

    • Following the latest acquisition, Strategy’s total Bitcoin holdings rose to 636,505 BTC.

    • The company’s latest purchase follows a series of smaller acquisitions in August.

    Strategy, the world’s largest public company holding Bitcoin, led by Michael Saylor, disclosed in a US Securities and Exchange Commission filing on Tuesday that it purchased 4,048 Bitcoin between August 25 and September 1.

    The acquisition cost $449.3 million, with the company paying an average of $110,981 per coin.

    According to CoinGecko data cited in the filing, the purchases were made as Bitcoin prices briefly climbed above $113,000 before dropping below $108,000 last Friday.

    Strategy’s BTC bet

    Following the latest acquisition, Strategy’s total Bitcoin holdings rose to 636,505 BTC.

    The company has acquired its reserves for approximately $46.95 billion, at an average purchase price of $73,765 per coin.

    The company said the latest acquisitions were financed through proceeds from at-the-market sales of its Class A common stock (MSTR) as well as its perpetual preferred stock programs, including Strike (STRK), Strife (STRF), and Stride (STRD).

    Strategy reported that it sold 1,237,000 MSTR shares for $425.3 million, with $16.31 billion still available for issue under its at-the-market program.

    In addition, the company sold 199,509 STRK shares for about $19 million, with $20.39 billion remaining, 237,931 STRF shares for $26.5 million, with $1.8 billion remaining, and 12,973 STRD shares for $1 million, leaving $4.17 billion available.

    August buying activity slows

    The company’s latest purchase follows a series of smaller acquisitions in August.

    Strategy had announced the purchase of 3,081 BTC last week, along with earlier acquisitions of 430 BTC and 155 BTC in the same month.

    Combined with the most recent purchase, the company acquired 7,714 BTC in August, significantly lower than the 31,466 BTC bought in July.

    Saylor had signalled the likelihood of additional acquisitions ahead of the filing, posting an update to Strategy’s Bitcoin tracker over the weekend, saying Bitcoin was “still on sale.”

    The company also confirmed that a group of investors dropped a class action lawsuit on Thursday.

    The lawsuit, filed in May, alleged that Strategy had made false and misleading statements about its investment strategy.

    The BTC treasury race

    According to data from Bitcoin Treasuries, 163 public companies have adopted some form of Bitcoin acquisition model.

    Other large holders include MARA with 50,639 BTC, Tether-backed Twenty One with 43,514 BTC, Adam Back and Cantor Fitzgerald-backed Bitcoin Standard Treasury Company with 30,021 BTC, Bullish with 24,000 BTC, Metaplanet with 20,000 BTC, Riot Platforms with 19,239 BTC, Trump Media & Technology Group with 15,000 BTC, CleanSpark with 12,703 BTC, and Coinbase with 11,776 BTC.

     

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  • Bitcoin, Ethereum hold steady as crypto braces for a historically brutal September

    Bitcoin, Ethereum hold steady as crypto braces for a historically brutal September

    Bitcoin, Ethereum hold steady as crypto braces for a historically brutal September

    • The crypto market is bracing for “Red September,” its historically worst month.
    • The Crypto Fear and Greed Index has plummeted into the “fear” zone.
    • Bitcoin is holding critical support around the 108,000 dollar level for now.

    A fragile and deceptive calm has settled over the cryptocurrency market as September begins, a quiet start to what history warns is the cruelest and most unforgiving month of the year.

    While prices are holding steady for now, a powerful undercurrent of fear is gripping traders, as seasonal weakness collides with a high-stakes macroeconomic picture, setting the stage for a potentially volatile and brutal few weeks.

    The shift in sentiment has been swift and severe.

    The Crypto Fear and Greed Index, a key barometer of market psychology, has plummeted from a confident 75 out of 100 in mid-August to just 46 today, plunging the market from “neutral” territory deep into the “fear” zone.

    It is the worst reading since the dark days of mid-June.

    This growing anxiety is rooted in the hard data of market history. Since 2013, Bitcoin has dropped an average of 3.77 percent every September, a grim and consistent pattern that has earned the month its ominous nickname: “Red September.”

    The Battle for $108,000

    For now, a tense battle is being waged on the charts. Bitcoin is showing a flicker of resilience, holding above the psychologically critical $108,000 support level.

    But a deeper look at the technical indicators reveals a market on a knife’s edge, caught in a state of profound indecision.

    The Average Directional Index (ADX) is hovering at 20, a reading that suggests a choppy, directionless market.

    At the same time, the Relative Strength Index (RSI) at 40 is flashing a clear warning: the “Red September” effect is taking hold, with selling pressure beginning to dominate.

    The Squeeze Momentum Indicator confirms this, showing that while a big move may not be imminent, the underlying trend remains distinctly bearish.

    The most telling sign may be in the exponential moving averages (EMAs). While the broader configuration remains bullish, with the 50-day EMA above the 200-day EMA, the gap between the two is ominously starting to close.

    This signals a dangerous deceleration of the bullish trend and raises the specter of a “death cross,” a technical pattern that would confirm a deep and protracted bear market.

    The shadow of the Fed looms large

    This internal market struggle is playing out under the long shadow of the Federal Reserve.

    The central bank’s upcoming policy meeting on September 16-17 may well be one of the most contentious in years, a pivotal showdown that could determine the fate of all risk assets.

    With markets currently implying an 87 percent chance of a quarter-point rate cut, the crypto market is trapped between the rock of seasonal weakness and the hard place of potential monetary relief.

    Prediction markets are reflecting this bearish tilt.

    On Myriad, traders now give Bitcoin a 75 percent chance of dropping to 105,000 dollars in the near future, a stunning reversal from just two weeks ago when the same market was pricing in a 90 percent chance of a surge to 125,000 dollars.

    The storm clouds are gathering, and the calm of this early September morning may not last for long.

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  • Bitcoin ETFs see first-ever outflow of $751 million as Ethereum funds gain $3.9 billion

    Bitcoin ETFs see first-ever outflow of $751 million as Ethereum funds gain $3.9 billion

    Bitcoin ETFs see first-ever outflow of $751 million as Ethereum funds gain $3.9 billion

    • Bitcoin ETFs saw a $751 million net outflow in August, a first-ever event.
    • Ethereum ETFs absorbed a massive $3.9 billion in net inflows in August.
    • BTC’s price has fallen below key short-term holder cost basis levels.

    A stunning and unprecedented reversal has rattled the very foundations of the cryptocurrency market.

    For the first time since their celebrated launch, the institutional tide that carried Bitcoin to a record high has turned, with spot ETFs bleeding hundreds of millions of dollars in August.

    At the same time, a powerful and quiet current of capital has been flowing into Ethereum, signaling a potential changing of the guard and the beginning of a major rotation story that could define the rest of the year.

    The scale of the divergence is stark. In August, just weeks after they powered the asset to a 124,000 dollar all-time high, Bitcoin spot funds shed a staggering 751 million dollars in net outflows.

    In that same period, Ethereum ETFs quietly absorbed an incredible 3.9 billion dollars, a profound role reversal that suggests institutional investors may be fundamentally rebalancing their crypto exposure.

    Bitcoin’s fragile foundation

    The pain for Bitcoin is not just in the ETF flow data; it’s etched into the blockchain itself. A recent report from the analytics firm Glassnode paints a picture of a market slipping from euphoria into deep fragility.

    The analysis shows Bitcoin’s price has fallen below the cost basis of both 1-month and 3-month holders, a critical development that leaves a huge cohort of recent investors underwater and dramatically increases the risk of a deeper, panic-driven sell-off.

    If the price continues to slide below the six-month cost basis near 107,000 dollars, Glassnode warns, it could accelerate losses toward the crucial 93,000 to 95,000 dollar support zone, a dense cluster of accumulation by long-term holders.

    Prediction markets are echoing this cautious sentiment.

    Traders on Polymarket now assign a 65 percent chance that Bitcoin revisits 100,000 dollars before it retakes 130,000 dollars, a clear sign that the July rally is now seen as overextended and unsustainable without a renewed wave of institutional demand.

    Ethereum: the quiet ballast

    While Bitcoin falters, Ethereum is emerging as a quiet and powerful source of stability. Its ETF inflows have been remarkably consistent, logging positive net subscriptions in 10 of the last 12 months.

    August’s 3.9 billion dollar haul has been the engine behind the token’s impressive 25 percent gain over the past 30 days, a stunning outperformance during a brutal market-wide correction.

    The conviction behind Ethereum’s rise is firm. Polymarket traders see over 90 percent odds of the asset holding above 3,800 dollars into early September, and longer-term bets give it a 71 percent chance of finishing 2025 above the coveted 5,000 dollar mark.

    As Bitcoin’s institutional tide flows out, Ethereum’s steadier bid is becoming the market’s new anchor. The great rotation may be in its early stages, but the signs are unmistakable.

    A new power dynamic is taking shape, and the battle for crypto’s throne is just beginning.

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