September Kicks Off

DAILY MARKET OVERVIEW

A Tough Month Ahead?

👋 Hey, Crypto Enthusiasts! September has arrived - historically a tough month for crypto. Let’s dig into what’s happening and why traders are cautious.

BTC started the month with more chop, sliding to $107K before snapping back close to $110K. The Fear & Greed Index is leaning slightly toward fear, reflecting the slight uncertainty in the air.

Historically, September is the weakest month for Bitcoin, averaging -3.43% returns, while October and November average a much stronger +21.89% and +46.02%.

The question now: will this September break tradition or fall in line with history?

🔥 Adding fuel to the fire, ETF flows for both BTC and ETH have flipped negative again.

Also, this month, the U.S. Treasury is rolling over $2.35 trillion in debt. Think of it like the government refinancing a massive credit card bill - when they do this, it pulls cash out of circulation for a bit, and when money gets tight, riskier assets like Bitcoin usually take the hit first.

This liquidity drain usually happens early in the month, with relief often showing up later as capital flows back.

📆 This week also brings key macro data that could spark volatility:

• Tuesday: U.S. Manufacturing PMI

• Wednesday: U.S. Job Openings

• Friday: U.S. Unemployment

On the charts, BTC still looks fragile. Bulls need a daily close above $112K to flip momentum. Until then, lower support remains at $104K–$105K, with the risk of deeper downside toward $98K if those levels give way.

Altcoins aren’t looking much better. With BTC dominance sitting at support, there’s a good chance Bitcoin outperforms alts in September.

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SOCIAL SENTIMENT

Trump Back in the Spotlight

Donald Trump continues to be a surprising player in this cycle. After the Trump meme coin soared to a multibillion-dollar market cap, he’s now launched a DeFi project called World Liberty Financial (WLFI). 

The platform aims to offer a stablecoin (USD1), lending, borrowing, and yield products - with only the stablecoin live so far.

• Presale prices: $0.015 and $0.05

• Current market cap: ~$7B

• Fully diluted valuation: ~$26B

However, based on the tokenomics circulating supply may be much lower since 72.07% of the circulating supply is held as part of a treasury strategy and by the project itself, making early selling unlikely. That leaves close to 7 billion circulating tokens, or roughly $1.8B circulating market cap at $0.26 per token.

With a tighter float, WLFI could catch momentum - especially if Trump or his team rolls out major announcements. This one’s worth keeping on the radar. 👀 

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Sonic Labs Approves $150M U.S. Expansion Plan
Sonic Labs passed a $150M proposal to launch a Nasdaq PIPE, partner on an ETF, and make its S token more deflationary.

Bitcoin Whale Shifts Billions From BTC to ETH
A long-dormant Bitcoin whale rotated nearly $4B into Ethereum, echoing ETF flows where ETH funds gained while BTC ETFs lost assets.

Elon Musk’s Lawyer to Chair Dogecoin Treasury
Alex Shapiro, Musk’s lawyer, will chair a Dogecoin DAT aiming to raise $200M, adding DOGE to the wave of corporate token treasuries.

Metaplanet Buys $112M in BTC, Hits 20,000 BTC Total
Metaplanet added 1,009 BTC, raising its total to 20,000 BTC and becoming the world’s sixth-largest public corporate bitcoin holder.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen – Bitcoin Dominance: The Final Rotation (01.09.2025 Summary)

Benjamin Cowen is pointing out a familiar pattern. Every summer, altcoins usually get a nice rally against Bitcoin, often peaking around June through August. But history shows that once September arrives, things tend to flip, and money rotates back into Bitcoin.

• He highlights that it doesn’t really matter whether Bitcoin’s price goes up or down in the short term - in both cases, Bitcoin dominance usually increases.

• If Bitcoin drops below support levels, altcoins tend to get hit harder. If Bitcoin holds support and rallies, it usually outperforms alts. Even if Bitcoin just moves sideways, altcoins often bleed against it.

In other words, the common outcome is the same: September and October often mark a period where Bitcoin starts leading again. Cowen believes we’re about to see the “final rotation” of this cycle, where Bitcoin dominance climbs and altcoins take a back seat.

So the takeaway is simple: for the next couple of months, Bitcoin is likely to be the stronger performer compared to most altcoins.

CoinBureau – When Will the Crypto Bull Market End? Signals to Watch (01.09.2025 Summary)

CoinBureau’s Nick breaks down the big question: how much longer does this bull run have?

• Cycles matter: Crypto usually follows a 4-year cycle. With the last Bitcoin halving in April 2024, history suggests a market top could come 16–18 months later - around August to October 2025.

• How to spot the end:

  • Watch Bitcoin’s monthly Bollinger Band moving average. If Bitcoin drops below it, that’s a sign the bear market has begun.

  • RSI on the monthly chart is another clue. When it hits extreme levels (80–90) and price breaks short-term support, it often signals the top.

  • Altcoins (especially those outside the top 10) are the first to collapse. If their market cap falls below key support, it’s an early warning.

• Catalysts to watch: Regulations, geopolitical tensions, or new rules around stablecoins could trigger the shift. But the real damage usually comes from heavy leverage being wiped out through forced selling.

• The likely bottom: Bitcoin historically never falls below its previous cycle top (around $70K this time). Altcoins, however, often drop 90–95% from their highs.

• The takeaway: Expect the bull market to peak in late 2025, followed by a bear market likely lasting into late 2026. Keep an eye on those indicators, because history shows they matter more than hype.

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