The Countdown Begins

DAILY MARKET OVERVIEW

Pressure Builds

👋 Hey, Crypto Enthusiasts! It’s a choppy day in the markets, and uncertainty is the name of the game.

The countdown is on. Tomorrow’s FOMC decision is front and center, and the market feels the tension.

⚠️ Altcoins remain under pressure, with Ethereum looking particularly weak despite two straight days of strong ETF inflows.

Traders continue to derisk, waiting for Powell’s words to set the tone.

The market is fully pricing in a 0.25% rate cut, but the real move will depend on what comes next:

• ✅ Higher rate cut – risk assets likely rip.

• ❌ No cut – brace for a sharp sell-off.

• ➕ 0.25% cut + more cuts projected – bullish fuel for crypto.

• ⚠️ 0.25% cut + cautious tone – could trigger another dip.

Experienced traders are being cautious for a few reasons.

Stocks keep powering higher like nothing’s wrong, but Bitcoin’s just sitting fairly still, almost like it’s waiting for a green light.

🟢 Meanwhile, gold is sneaking to fresh all-time highs, which usually happens when big money wants a safe corner. That’s often a quiet signal that something deeper might be brewing, liquidity worries, policy surprises, etc.

Until we hear from the Fed tomorrow, it’s probably smart to keep positions light and stay quick on the trigger.

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SOCIAL SENTIMENT

Base Token on the Horizon?

Base, Coinbase’s Layer-2 chain, may be pivoting.

After insisting there would be no token, the official Base account teased that it’s “beginning to explore a network token.”

That single line sent Base-related coins like ZORA and AERO ripping higher.

Why could it be big?

• A Base airdrop could inject fresh liquidity into the ecosystem.

• Coinbase is actively working on direct Base trading inside its Coinbase app- no external wallet needed.

• More liquidity + seamless access = a potential Base season.

If you’ve used Base, this could mean airdrop eligibility, though timing is unknown. For now, keep an eye on Base projects, but remember: FOMC volatility comes first.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

PayPal Expands P2P Payments with Crypto Links
PayPal will let users send BTC, ETH, and PYUSD via its new Links feature, keeping transfers tax-exempt between friends and family.

Coinbase App Ranking Shows Retail Still Absent
Coinbase sits at 260th in U.S. App Store rankings, suggesting institutions, not retail traders, are driving the current crypto rally.

Pump.fun Revenue Tops Hyperliquid Amid Token Buybacks
Solana memecoin platform Pump.fun earned $3.38M in daily revenue, surpassing Hyperliquid, as buybacks boosted PUMP token confidence.

Bitwise Files for Spot Avalanche ETF with SEC
Bitwise has applied to launch a spot Avalanche ETF, directly holding AVAX with Coinbase as custodian, competing with Grayscale and VanEck.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

1000x Podcast – Is It Time to Rotate Out of Crypto? (16.09.2025 Summary)

Jonah and Avi looked at today’s market and noticed something important: stocks and gold are climbing, but crypto is just sitting still. That, to them, signals the crypto rally may be losing energy for now. They walked through what that means for traders and longer-term investors.

Main takeaways

• Short-term caution - Over the next 2-3 months, they expect slower action. When the S&P and NASDAQ are up but Bitcoin and ETH barely move, it can mean new buyers are drying up.

• Altcoins feel risky - ETH just made a lower high, a pattern that can lead to a pullback. If Bitcoin drops 15%, smaller coins like SOL could fall much more. Reducing leverage and position size makes sense.

• DAT hype fading - Recent pumps (like Solana’s run) came from DAT-related fund flows and people front running them. That’s a short-lived boost, not a strong base for growth.

• Where they’re rotating - Jonah has been adding to gold, uranium miners, Tesla, and Robinhood. These areas are seeing strong trends and even stock-like 3x–4x moves without crypto-level risk.

• Long-term conviction - They remain bullish on crypto as an “episodic macro asset.” Institutional adoption and tokenization are slow but steady forces that can drive the next big uptrend.

Outro
Their message: keep core Bitcoin for the long run, but be cautious with alts in the near term. Use this quieter period to protect gains and wait for the next real catalyst.

Benjamin Cowen – Bitcoin: Fear and Greed (16.09.2025 Summary)

Benjamin Cowen took a close look at Bitcoin’s Fear and Greed Index and what it says about the market’s mood. Even with Bitcoin hitting new highs this year, overall excitement just isn’t what past bull cycles showed.

Main takeaways

• Fear and Greed stuck in neutral - The index sits near 52, well below the highs of late 2024. That means the market feels balanced, not euphoric.

• Retail is quiet - Social interest on YouTube, Twitter, and Google remains low compared to typical post-halving years. Few new people are piling in.

• Diminishing returns - Earlier cycles saw Bitcoin surge 300%–500% from mid-year to the peak. This time, gains from similar points are closer to 60%, showing a slowing growth rate.

• Ethereum matters - A strong altcoin season is unlikely until ETH makes and holds new all-time highs. So far it hasn’t.

• Seasonal pause - September is often slow for crypto. Historically bigger moves and renewed interest start closer to October.

Outro
Cowen’s view: don’t expect a burst of mania yet. Bitcoin can still climb over time, but the easy, euphoric phase hasn’t arrived. Patience is key while the market digests slower gains and waits for stronger signals.

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