Bulls Rejected Again

DAILY MARKET OVERVIEW

Rejection Round Two

👋 Hey, Crypto Enthusiasts! The September chop season does not let up. Let’s dive in!

🔻 September is living up to its reputation. Bitcoin pushed toward $112K again today, but the market rejected it once more. That’s now two failed attempts in two days, keeping pressure on the bulls.

The move came right after the US Nonfarm Payrolls report, which came in way weaker than expected:

• Actual: 22K vs Forecast: 75K

• Unemployment rate: 4.3% (in line with forecasts, but higher than last month’s 4.2%)

👉 Nonfarm Payrolls basically track how many new jobs were added in the US (excluding farming, government, and a few sectors). It’s one of the most important job reports out there.

At first, BTC and other risk assets jumped because weak job growth usually means a weaker dollar and a more dovish Fed.

• But once traders dug into the details, the story flipped. The miss wasn’t small.

• It showed the economy might actually be slowing hard.

• That raised recession fears, and crypto quickly reversed lower.

Many traders went leveraged long on the initial pump, but when momentum died, stop-losses triggered and liquidations piled up, fueling the dump.

🐻 Overall, bears are still in control, and the chop isn’t going anywhere. With inflation data next week and the FOMC meeting the week after, expect more volatility. Be careful and don’t overtrade!

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SOCIAL SENTIMENT

📈 Altcoin Setups

With the current chop, we’ve been closely watching how alts are holding up, and reactions are starting to diverge. Here’s what stood out today:

• Solana → Starting to lose steam. If it breaks below $196, momentum likely fades.

• Pump → Strongest coin in the market right now. Revenue is stabilizing, market share is growing, and price is holding above its ICO level at $0.04.

• HYPE → Ripped up to $47 today after announcing its new stablecoin USDH, which will launch with the next network upgrade. A big potential revenue booster.

• Mantle (MNT) → Bybit’s exchange token continues to hold up. With trading fee perks and the possibility of buybacks (like other exchange tokens), it’s got decent catalysts for a steady move higher.

🔪 Overall, the rest of the market is still chopping sideways with little follow-through. Chasing every small move in this kind of environment is risky - better to wait, watch, and save energy for stronger setups when the momentum truly returns.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

World Liberty Blocks Justin Sun Wallet After $9M Transfer
World Liberty blacklisted Tron founder Justin Sun’s wallet after a $9M WLFI transfer, despite Sun insisting the moves were harmless tests.

Stripe and Paradigm Launch Tempo Blockchain
Stripe and Paradigm introduced Tempo, a payments-focused blockchain designed for stablecoins and global finance, with early partners including OpenAI and Shopify.

Solana Treasury Firm DeFi Development Surpasses 2M SOL
DeFi Development now holds over 2 million SOL worth $409M, staking its tokens for yield and expanding its treasury operations internationally.

Sora Ventures Launches $1B Fund for Asian Bitcoin Treasuries
Sora Ventures has secured $200M toward a $1B fund to back bitcoin treasury firms across Asia, following investments in Japan and Hong Kong.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Jesse Eckel – The Most Important Video I'll Make This Bull Run (05.09.2025 Summary)

Jesse says this might be the single most important video of the cycle. His big claim: the bull run won’t end in 2025 like many think. Instead, he believes it could stretch into late 2026 - and that’s when things could really go parabolic.

The outlook
In past cycles, huge alt runs weren’t caused by Bitcoin halvings. They happened when the economy created the right setup - low rates, more liquidity, strong growth, and powerful narratives that pulled in new buyers. Right now in 2025, we’re not there yet. Narratives are strong, but the rest of the pieces are still warming up.

Looking into 2026, Jesse sees a lot lining up:

• Rate cuts and looser monetary policy

• Altcoin ETFs opening the door for retail and institutions

• Pro-crypto laws like the Clarity Act giving legitimacy

• Narratives driving fresh waves of demand

He expects some short-term bumps - maybe a dip around January 2026 - but believes the stage is set for a major run later that year.

Outro
Bottom line: Jesse is all-in on the idea that 2026 is the true peak of this cycle. His takeaway - be patient, don’t get shaken out, and watch for those big catalysts to hit.

Ivan On Tech – BITCOIN: FINAL PUSH IS STARTING!!! (05.09.2025 Summary)

Ivan is fired up. He says Bitcoin is bouncing back exactly as expected, and we’re now entering the “final push” of this cycle. With big catalysts ahead, he believes the coming months will be critical.

The outlook
The main driver right now is interest rates. Trump is putting heavy pressure on the Fed to cut, even going as far as threatening lawsuits over Fed spending. Whether Powell steps down or not, Ivan says the outcome is clear - the US (and other countries like France and the UK) are drowning in debt, so printing and lower rates are only a matter of time. That will be rocket fuel for Bitcoin and crypto.

Alongside this, Ivan highlights:

• Rate cuts coming soon could spark a major move

• Global debt problems mean printing is inevitable

• Volatility is likely in the short term, but the trend is up

• Ethereum is facing drama with Stripe choosing to build its own L1 chain, which Ivan sees as a blow to ETH but a boost for Solana and crypto-native projects

Outro
Ivan’s message is simple - this is the final stretch. The biggest gains and the highest risks are ahead. Stay focused, watch the Fed, and be ready for Bitcoin’s next big leg up.

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