DAILY MARKET OVERVIEW
Fed Cuts in Sight
👋 Hey, Crypto Enthusiasts! Big data day in the US set the stage for some wild swings. Let’s break it down.
The crypto market climbed up early today before the CPI and jobs data. But the real move came when the data was released.
The results ❓️
US Initial Jobless Claims: 263k vs 235k expected – showing a softer labor market.
CPI MoM: 0.4% vs 0.3% expected – a touch hotter on monthly inflation.
CPI YoY: 2.9% as forecast – steady and still cooling on an annual basis.
Polymarket odds now price an 85% chance of a 25 bps Fed cut, a 12.7% chance of 50 bps, and almost no chance of no change or a hike.
🐂 The setup:
Crypto and the dollar both dropped on the data release, reacting to the hotter monthly CPI.
But after digesting, markets flipped to recovery as traders focused on the bigger story – job weakness and unchanged yearly inflation mean cuts are almost certain now.
🔥 ETF inflows are also fueling the trend.
BTC ETFs saw over $700 million yesterday, the biggest daily inflow since July, while ETH added a modest $164 million.
With Strategy buying $200 million in BTC three days ago and Metaplanet raising above $1 billion, demand for BTC is clearly returning.
The Coinbase BTC & ETH premium indicator is climbing, further confirming that spot demand is coming back.
Now all eyes remain on next week’s FOMC meeting, and the market is likely to stay relatively calm until the decision.
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SOCIAL SENTIMENT
Bullish Q4?
With rate cuts approaching and the potential for two more to follow, Q4 could be very strong for crypto.
If institutional demand for BTC returns as before, we could see Bitcoin reach $150K by the end of 2025.
Altcoins also have significant room to grow. ETH, HYPE, Mantle, and XRP have already hit new all-time highs, yet many smaller-cap coins still lag behind.
🐸 Memecoins may even make a comeback if Solana continues to climb and sets a new all-time high.
The opportunity is clear, but remember this is a marathon, not a sprint. Volatility and shakeouts are inevitable, so focus only on projects you have a strong conviction in.
Right now we’re watching coins that have not yet revisited their previous all-time highs, such as DOGE and AVAX. Both show similar technical structures and could see strong moves in the coming months.
Doge Makig Higher Lows - Still far from all-time high
NEWS OVERVIEW
The Latest Crypto Headlines 📰
Avalanche seeks $1B for U.S. AVAX treasury firms
The Avalanche Foundation is working on two deals worth $1 billion to set up U.S.-based treasury companies that will buy AVAX at a discount.
Dormant bitcoin whale moves $50M after 13 years
A bitcoin wallet untouched since 2012 transferred 137 BTC, worth $15.6M, with 5 BTC sent to Kraken and 307 BTC still unmoved.
BitMine adds $201M in ETH to treasury
BitMine reportedly bought 46,255 ETH via BitGo, raising its holdings to over 2.1M ETH worth $9.3B as it targets 5% of supply.
SEC delays Ethereum, XRP and Solana ETF decisions
The SEC postponed decisions on ETF staking for ETH and new XRP and Solana ETFs, leaving over 90 crypto fund applications pending approval.
YOUTUBE INFLUENCER SUMMARY
Summary From The Top Influencers 📷️
1000x Podcast – Still Time To Be Bullish? (11.09.2025 Summary)
On this episode of the Crypto 1000x podcast, Avi and Jonah share why they still see room to be bullish. They explain that today’s crypto market isn’t the wild 2021 run where every coin rocketed overnight. Instead, it’s becoming more mature, which means a slower but steadier climb.
Main points
Maturing market - Big spikes are rare. Instead of quick 10x moves, most coins are moving in smaller, steady steps.
Patience pays - Build a solid idea, invest, and give it time. Short-term trading every week is less effective now.
Longer bull cycle - Adoption and clearer rules could mean a 6-7 year growth phase, not the usual quick boom-and-bust.
Three-part filter - Look for value (room to grow), momentum (upward trend), and fundamentals (real use or revenue).
Examples they like - SOL with treasury buying, Hyperliquid buybacks, Galaxy’s AI data centers, and Pump’s steady revenue from onchain gambling.
Portfolio focus - Keep Bitcoin and Ethereum as the base, add selective plays like SOL and BNB, and trade only a small part actively.
New growth areas - Onchain gambling, prediction markets, and tokenized collectibles (like cards or rare items) are becoming real businesses.
Outro
Their message is clear: the bull market isn’t over, it’s just slower and healthier. Pick quality projects, stay patient, and let time work for you.
Bankless – Tokenized Stocks: The $100 Trillion Onchain Shift (11.09.2025 Summary)
Bankless hosts Ryan and David sat down with Ondo Finance founders Nathan Allman and Ian De Bode to talk about tokenized stocks – turning regular stocks and ETFs into crypto tokens you can hold in a wallet and use in DeFi.
Think of what stablecoins did for dollars (24/7, borderless, usable in smart contracts). Ondo wants to do the same for stocks, treasuries, and other assets.
Wrapped vs native stocks
Native tokenized stock = the token is the legal share.
Problem: every buyer would need strict KYC and trades couldn’t flow freely in DeFi.
Wrapped stock = a token backed 1:1 by real shares held by a custodian.
Like USDC for dollars.
Lets the token move freely on Ethereum and plug into DeFi apps.
Ondo believes wrapped wins first, just like USDC and Tether won for stablecoins.
Why start with treasuries
Big demand for a “stablecoin with yield.”
Tokenized US Treasuries grew from about $1B to over $7B in under two years – faster early growth than stablecoins.
Now bringing stocks onchain
Ondo launched 100+ major stocks and ETFs (think Tesla, S&P 500, QQQ) as tokens on Ethereum.
You buy with stablecoins – Ondo instantly buys the underlying stock and mints the token.
Dividends are automatically reinvested so the token tracks total return.
These tokens can be traded, used as DeFi collateral, or included in automated strategies – far more flexible than a traditional brokerage account.
Access and regulation
U.S. retail investors are mostly blocked for now, but regulators are warming up.
No act of Congress is needed – just ongoing SEC approvals – so U.S. access could open within a year or so.
Why it matters
Stocks that can move 24/7 and plug into DeFi apps unlock new opportunities:
Instant loans using Apple or Tesla shares as collateral
Custom index “vaults” you design yourself
Weekend trading and price discovery
This is how a $100 trillion global equity market could gradually shift onchain.
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The information provided in this newsletter is for general informational and educational purposes only. It should not be considered financial advice or a recommendation to buy or sell. Please consult a qualified financial advisor for personalized advice that considers your individual financial situation and goals.