Last September Day

DAILY MARKET OVERVIEW

October Awaits

👋 Hey, Crypto Enthusiasts! The market looks shaky as we wrap up one of crypto’s most bearish months. Let’s dig in.

Historically, September is a tough month for BTC and alts - and this year hasn’t been much different. While October is often viewed as more bullish, current signals suggest we may not see the usual turnaround right away.

BTC Struggles: Despite a solid move from $108k to nearly $115k in just two days, Bitcoin is still making lower highs. Momentum feels weak, and the market continues to look fragile.

Altcoins Under Pressure: Alts are bleeding slowly as BTC chops sideways. If BTC rolls over here, expect another wave of liquidations that could hit alts even harder.

❌ Lack of Catalysts: Right now, there aren’t strong bullish drivers to fuel upside:

• Crypto treasuries aren’t buying coins and are sitting on the sidelines

• Uncertainty around a potential U.S. government shutdown is adding risk

• Excess leverage remains across the system and likely needs a flush

Overall, October could start red before stabilizing later in the month or into early November.

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SOCIAL SENTIMENT

Hype is Fading

The most popular narratives that have been driving attention recently are losing steam fast.

Decentralized Exchanges Cooling Off

Projects like HYPE, ASTER, and others are seeing sharp declines. With major unlocks coming in for Hype in November and ASTER’s airdrop farming coming to an end in early October, we expect even more sell pressure as trading volume and fees vanish.

Stablecoins Stumbling:

Plasma (XPL) has given back much of its recent run, while newer stablecoin entrants like Falcon Finance are also deep in the red.

For now, most of the hot trends look exhausted. It may take time for fresh narratives to emerge - or for the old ones to recharge - before enthusiasm returns.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Tether’s growth could rival global giants
Bitwise CIO says Tether may one day surpass Saudi Aramco’s profits as USDT adoption explodes across emerging markets.

Binance launches Crypto-as-a-Service
Binance introduces white-label infrastructure letting banks and brokerages offer crypto trading, custody, and compliance services.

Andre Cronje raises $200M for Flying Tulip
DeFi pioneer Andre Cronje’s new project raised $200M at a $1B valuation, aiming to build a full-stack onchain exchange.

Visa pilots stablecoin payments for business
Visa is testing stablecoin funding for cross-border transfers through Visa Direct, cutting settlement times from days to minutes.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen – Bitcoin Dominance: The Final Rotation is About To Begin (30.09.2025 Summary)

Benjamin Cowen says the market is about to see its final big rotation into Bitcoin. While many traders are calling for alt season, Cowen believes Bitcoin dominance is set to surge through October - just like it did in past cycles.

• Current levels - Bitcoin dominance is around 58% and Cowen thinks the September low is already in at ~57%.

• Seasonal pattern - Historically, September marks a bottom for dominance, with October being the strongest month on record. Past cycles (2017, 2020, 2021) all saw dominance spike in Q4 before altcoins caught up.

• Outlook for October - Dominance could rise 4–10% in October, putting it back above 60%. Liquidity should flow back to Bitcoin as confidence in altcoins lags.

• Why alts lag - Social interest in crypto remains low, meaning fewer new retail buyers. Without fresh demand, altcoins struggle to lead. Even Ethereum usually lags Bitcoin by weeks when markets turn up.

• Market behavior - Expect Bitcoin to rise faster than alts, and for alts to fall harder during pullbacks. Early signs of this shift are already visible - BTC is outperforming ETH and broader alt indexes.

• Invalidation level - If dominance drops to 55–56%, Cowen admits his view would be wrong. But he sees that as unlikely given the repeated September bottom pattern.

Final Takeaway

Cowen’s message is simple: don’t fade Bitcoin. The next big move is likely a dominance spike as liquidity rotates back to BTC in October, with altcoins playing catch-up later.

CoinBureau – US Government Shutdown: Markets Shrug, But Should They? (30.09.2025 Summary)

A US government shutdown basically means the government runs out of money for everyday operations because politicians can’t agree on a budget. Many federal workers are sent home without pay, national parks close, and smaller programs grind to a halt. Usually, shutdowns are short-term drama with little impact on markets - but this time might be different.

• What usually happens - In past shutdowns, workers eventually got paid back, programs restarted, and markets barely noticed. They’ve happened 21 times since 1980.

• What’s new now - A memo from Trump’s team suggests agencies prepare for permanent job cuts, not just temporary furloughs. That could turn a short-term stunt into a long-term reshaping of government.

• The fight - Democrats want healthcare funding restored, Republicans want a simple extension, and both sides think they’ll come out looking strong politically.

• Markets don’t care (yet) - Stocks usually rise during shutdowns because essentials like Social Security, Medicare, military pay, and debt payments keep going.

• But real damage happens - Small businesses lose federal loans, contractors don’t get paid, and communities built around federal jobs see spending collapse. Each week of shutdown shaves 0.1–0.2% off GDP.

• Longer-term risks - Credit agencies are starting to see repeated shutdowns as signs of weak governance, slowly raising US borrowing costs. The bigger danger is next spring’s debt ceiling fight, which could actually trigger a financial crisis if the US defaults.

Final Takeaway

Shutdowns are usually political theater, but this one could have lasting effects if Trump uses it to cut programs permanently. For now, markets are shrugging - but the real risk is what comes next with the debt ceiling.

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