September Mayhem Continues

DAILY MARKET OVERVIEW

Rate Cut Roulette

👋 Hey, Crypto Enthusiasts! September isn’t slowing down one bit. Let’s unpack what’s happening.

🔻 September has been nothing short of chaotic. From rapid dumps to sudden pumps, the price action has been all over the place.

This week, the rally has been fueled by expectations of September rate cuts, with odds now at 95% on Polymarket. Despite that, overall sentiment is still flashing neutral on the fear & greed index.

👉 On the ETF front, Bitcoin inflows and outflows have stayed fairly balanced, while Ethereum has logged six straight days of outflows.

The mood around ETH is clearly dimming. Treasury companies aren’t stacking more at current valuations, and capital is starting to flow into other names like Solana, Pump, Doge, and others.

🐻 Volatility is set to ramp up again with PPI tomorrow and CPI on Thursday.

And next week brings the FOMC rate statement. With markets already pricing in cuts, we could see a classic sell-the-news reaction if the Fed cuts. But if for some reason there’s no cut, expect the market to absolutely nuke.

👉Overall: choppy conditions remain. Be cautious, trade light, and watch the data this wekk closely.

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SOCIAL SENTIMENT

Altcoin Momentum

The market remains choppy, with different coins catching bids for different reasons. Here are the latest standouts:

🐶 DOGE → Rumors of a potential DOGE ETF this week are heating up, and the first DOGE treasury has already launched with over 285M DOGE accumulated. If momentum holds, DOGE could once again lead the way and spark a broader memecoin season.

💲 ENA → One of the strongest movers right now as the stablecoin narrative builds. ENA’s buybacks, plus the integration of its stablecoin USDe with Binance, open the door for massive adoption. A potential fee switch - redirecting protocol revenue into ENA buybacks - adds even more fuel to the bull case.

🔄 HYPE → Investors are excited over the launch of its upcoming stablecoin USDH, which will direct 95–100% of revenue into the HYPE Assistance Fund to buy HYPE off the market. That excitement has been reflected in price, but caution is warranted: a major holder recently unstaked over $270M in HYPE at all-time highs. With the 7-day unstaking window in play, next week could bring some selling pressure.

🏦 Solana → Institutional interest is accelerating. Galaxy, Jump, and Multicoin just announced a $1.5B Solana treasury. Price action remains solid, and if these allocations start hitting the market, SOL could push higher.

Overall: Stablecoins, decentralized exchanges, and the potential for a memecoin rotation are front and center in the current market narrative.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

CleanCore Stock Jumps After Launching Dogecoin Treasury
CleanCore bought 285.4M DOGE to create Dogecoin’s official treasury, sparking a 40% stock surge and renewed optimism for DOGE adoption.

BBVA Expands Crypto Services in Spain Using Ripple Custody
BBVA adopted Ripple Custody to offer BTC and ETH trading to Spanish retail customers, extending its global partnership with the crypto firm.

Cboe to Launch Continuous Bitcoin and Ether Futures
Cboe will launch continuous BTC and ETH futures with contracts lasting up to 10 years, pending approval, starting November 10.

SharpLink Starts $1.5B Share Buyback Backed by Ethereum Treasury
SharpLink launched its $1.5B stock buyback while holding 837,000 ETH, nearly all staked, making repurchases highly accretive for shareholders.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Jesse Eckel – Why I Bought Another $10,000 Of This Altcoin BEFORE Altseason (09.09.2025 Summary)

Jesse Eckel just dropped another $10,000 into a tiny crypto project called AVO, and he’s keeping another $100k on the side to buy dips. His reason? He thinks AVO is tackling one of the biggest opportunities in crypto right now.

Key takeaways from Jesse’s outlook:

• Massive market opportunity - AVO is targeting the $128 trillion global asset management space by bringing index funds on chain.

• What AVO does - It uses AI agents to make investing in crypto indexes simple. Imagine one-click buying an entire influencer’s or expert’s portfolio instead of manually juggling dozens of tokens across multiple chains.

• Why it matters - Index-style products are a no-brainer for crypto since most people don’t want to research hundreds of tokens. AVO makes it easy, personalized, and scalable.

• Why Jesse is bullish - At just a $3 million market cap, the project is tiny compared to the space it’s chasing. Even a modest move up (say to $300 million) could be a huge return.

• Risks - It’s small and early stage, so it could fail or competitors could beat it. But Jesse sees the upside as worth the risk.

Bottom line:
Jesse views AVO as an “asymmetric bet” - limited downside if it fails, but insane upside if it catches on during altseason.

Miles Deutscher – Altcoins About To Break Multi-Year Resistance! (09.09.2025 Summary)

Miles says altcoins are waking up after weeks of chop. Bitcoin looks better short term, but the real strength is rotating into alts.

Main points

• Bitcoin - broke out of a descending channel, now at resistance. Higher lows on 4h show momentum, but he wants confirmation before getting aggressive.

• Macro tailwind - Gold’s run often leads Bitcoin. With stocks firm and rate cuts on the table, he thinks the cycle still favors risk assets.

• Rotation signs - Bitcoin dominance dipping, Others-BTC trending up, and Total 3 is close to a breakout. That points to alt outperformance.

• Why alts now - Markets are front running narratives like possible ETFs or treasury buys. Strong, revenue based projects are leading.

• Strategy - Pair trade alts vs BTC using dominance. Don’t ape into resistance. Either buy dips or wait for clean breakouts on H4 - 1D.

• Caution into FOMC - He expects a 25 bps cut baseline. Volatility likely around the event, so keep leverage modest.

• Core idea - Keep a solid core portfolio, then a small bucket for higher risk names with relative strength.

Outro
Bottom line - Trend improving, alt momentum building, but wait for confirmations and manage risk around macro dates.

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