Key Takeaways:September has historically been Bitcoin’s weakest month, with average returns of −3.8%.Analysts argue this year could break the pattern, with BTC targeting $124,500 within 4–6 weeks.A weakening U.S. dollar and expected Fed rate cuts may provide a bullish macro tailwind.September is usually Bitcoin’s weakest monthBitcoin closed August in the red for the first time since April, reviving fears that the downtrend could extend into September.Historically, September has been the worst-performing month for BTC. Since 2013, Bitcoin has posted losses in 8 of the past 12 Septembers, averaging −3.8% returns. This “September Effect” often mirrors equities, where the S&P 500 averages −1.2% in September as investors rebalance ahead of Q4.However, Bitcoin’s seasonal trend also shows that green Septembers tend to follow a red August, suggesting sellers may have already front-run the month’s weakness.Analysts see parallels with Bitcoin’s 2017 rallyCrypto analyst Rekt Fencer argues that “a September dump is not coming,” comparing 2025 price action to 2017.Both cycles saw BTC sell off in late August, retest key support, and then rebound strongly. In 2017, that reversal sparked the parabolic run to $20,000.Today, Bitcoin is once again consolidating between $105,000 and $110,000, a level that has flipped from resistance into support — a bullish technical setup.Analyst ZYN highlights a hidden bullish divergence on the weekly Relative Strength Index (RSI), signaling that momentum is stronger than price alone suggests. This setup could send BTC above $124,500 within the next 4–6 weeks, potentially making September a breakout month instead of a breakdown.Macro tailwinds: weaker dollar, Fed rate cutsBeyond technicals, Bitcoin may benefit from macroeconomic forces.The U.S. Dollar Index (DXY) has weakened, with its 52-week correlation to BTC slipping to −0.25, the weakest in two years. A softer dollar historically boosts Bitcoin and risk assets.Traders also expect the Federal Reserve to begin cutting interest rates this fall, injecting liquidity back into markets.“Two rate cuts mean trillions will flow into the crypto market,” analyst Ash Crypto said. “We are about to enter a parabolic phase where altcoins will explode 10x–50x.”Bottom lineWhile history suggests Bitcoin faces seasonal weakness in September, technical and macro factors may favor a rebound this year. If support at $105K–$110K holds, BTC could challenge its $124,500 record high by October, according to Cointelegraph.

Key Takeaways:AI will compress innovation cycles, making public companies inefficient long-term investments, says analyst Jordi Visser.Bitcoin, as a “belief” asset like gold, may outlast equities and become the dominant store of value.Eric Trump predicts BTC could reach $1 million as corporations and nations increasingly adopt it as a treasury reserve.AI may disrupt traditional equity investingArtificial intelligence will accelerate innovation cycles so rapidly that public companies may struggle to deliver sustainable returns, making stocks a poor investment compared to Bitcoin, according to Jordi Visser, president of Weiss Multi-Strategy Advisers.“If the innovation cycle is now sped up to weeks, we are in a video game where your company never hits escape velocity, and in that world, how do you invest? You don’t invest, you trade,” Visser told Anthony Pompliano in an interview on Saturday.Visser argued that Bitcoin outperforms stocks as a long-term store of value, because it operates as a belief system rather than an idea:“Bitcoin is a belief. Beliefs last longer than ideas. There are no companies in the S&P 500 from 100 BC; gold has been around since then. Bitcoin will be around for a long, long time.”He added that AI may compress centuries of progress into just a few years, creating further disruption across traditional finance.Bitcoin adoption accelerates among companiesWhile AI challenges the relevance of public companies, more corporations are moving reserves into Bitcoin. Firms are increasingly rebranding as pure-play Bitcoin treasuries, mirroring the early playbook of MicroStrategy.At the Bitcoin Asia 2025 conference in Hong Kong, Eric Trump predicted that BTC could hit $1 million per coin, citing adoption by nation-states, wealthy families, and corporations.“Companies are buying BTC directly as treasury assets,” he said, adding that the shift is siphoning capital from traditional equity markets into crypto.Bitcoin vs. gold as the next store of valueWith a market capitalization above $2.1 trillion, Bitcoin continues to gain ground against gold, which remains the benchmark safe-haven asset.Crypto industry leaders argue that Bitcoin’s borderless design, programmability, and ability to generate yield through DeFi give it an edge over gold in the long run.If adoption accelerates as predicted, Bitcoin could eventually overtake gold’s market cap and establish itself as the world’s dominant non-sovereign store of value.

Key Takeaways:Bitcoin trades under $108K as sellers dominate futures and spot markets despite dip-buying.Dormant whale wallets unloading BTC add downside risk, with liquidation heat maps showing $104K as a key target.Closed U.S. markets on Labor Day and weak ETF inflows leave BTC vulnerable to a sharper correction.Bitcoin under pressure as sellers overpower dip buyersBitcoin (BTC $107,799) is struggling to hold above $108,000, with traders bracing for a potential drop toward $105,000 as selling pressure intensifies.The U.S. Labor Day market holiday has thinned liquidity, amplifying volatility risks. Meanwhile, onchain data shows that long-dormant whale wallets have reemerged, unloading large tranches of BTC and converting proceeds into Ether (ETH $4,268).The selling pressure is reinforced by weaker inflows into U.S. spot Bitcoin ETFs and end-of-week declines in traditional markets, including the Dow, S&P 500, and Nasdaq, which weighed on investor sentiment.Whale selling meets technical weaknessData from Binance and Coinbase shows that perpetual futures selling continues to outpace spot buying, with the cumulative volume delta (CVD) highlighting aggressive selling from large trader cohorts.Retail buyers (holding between 100 and 10K BTC) are consistently buying dips, but heat maps suggest sellers still dominate the market structure.Liquidation data highlights $104,000 as the next major liquidity cluster, while bids are also visible at $105,000, $102,600, and $100,000 on exchange order books.Macro uncertainty weighs on sentimentBeyond whale activity, markets are reacting to U.S. President Donald Trump’s rhetoric on tariffs and efforts to influence the Federal Reserve, adding to volatility.While many traders expect the Fed to begin interest rate cuts in late September or October, short-term sentiment remains bearish.“Orderbook liquidity combined with BTC price weakness favors downside,” analysts at Hyblock Capital noted, adding that sellers continue to “overpower dip buyers” across spot and futures markets.

Coinbase and OKX are moving into Australia’s pensions through SMSFs, while the United States revamps rules on how crypto fits into retirement plans. source: https://cointelegraph.com/news/coinbase-okx-crypto-australia-retirement-system?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Key Takeaways:Ethereum co-founder Joseph Lubin predicts ETH could surge 100x as Wall Street integrates decentralized rails.Lubin argues Ether will flip Bitcoin as a “monetary base” due to staking and DeFi adoption.Stablecoin supply on Ethereum has hit an all-time high of $160 billion, doubling since early 2024.Institutional investors increasingly view ETH as a productive asset with staking yields and tokenization benefits.Lubin: Ether to flip Bitcoin as “monetary base”Ethereum co-founder Joseph Lubin believes that massive Wall Street adoption of Ethereum will propel ETH to surge by 100 times from current levels and eventually surpass Bitcoin.In an X post on Saturday, Lubin argued that financial institutions will stake Ether because it replaces costly and siloed infrastructure stacks with decentralized rails.“ETH will likely 100x from here. Probably much more,” Lubin wrote, adding that banks will evolve into “TradFi companies that operate on decentralized rails” by staking, running validators, launching layer-2 networks, and building DeFi applications.Wall Street embraces EthereumLubin’s comments follow remarks from VanEck CEO Jan van Eck, who recently called Ether “the Wall Street token,” stressing that banks must adopt the network to stay competitive in stablecoin settlement.He also echoed Fundstrat’s Tom Lee, who has forecast ETH overtaking BTC in network value:“Yes, Ethereum/ETH will flippen the Bitcoin/BTC monetary base,” Lubin said, noting ETH’s rising share of crypto market dominance at 14.3%.“Highest-octane trust commodity”Lubin, who chairs Sharplink Gaming, the second-largest Ethereum corporate treasury holder, described ETH as the “highest octane decentralized trust commodity.”“Trust is a new kind of virtual commodity. And ETH… will eventually flippen all the other commodities on the planet,” he said, highlighting Ethereum’s role in tokenization, hybrid AI-human economies, and programmable finance.Nassar Achkar, chief strategy officer at CoinW, noted that Lubin’s prediction “is resonating with institutional clients, who are increasingly allocating treasury assets to ETH due to its staking yield potential and role in tokenization ecosystems.”Stablecoin growth strengthens ETH caseAdding to Ethereum’s momentum, the stablecoin supply on Ethereum has surpassed $160 billion, doubling since January 2024 and marking an all-time high, according to Token Terminal.Analyst Tom Lee said the exponential rise in stablecoins highlights Ethereum’s strengthening role as the settlement layer for digital finance.Ether briefly tested resistance near $4,500 over the weekend before slipping back below $4,400 in early Monday trading, according to Cointelegraph.

Key Takeaways:Gold surged to a record $3,485 after Trump’s “no inflation” remarks, while Bitcoin slumped to a two-month low.Analysts say Bitcoin’s dual role as a “store of value” and “risk asset” explains the divergence.Bitcoin’s correlation with gold has weakened in 2025 but could realign if rate cuts and inflation persist.Historically, Bitcoin rallies within 150 days of gold reaching new highs.Gold rallies, Bitcoin stumblesGold soared to an all-time high on Monday, reaching $3,485 per ounce, after U.S. President Donald Trump claimed on Truth Social that prices were “WAY DOWN” and inflation was virtually gone.Bitcoin, meanwhile, broke lower, falling to $107,290 on Coinbase — its weakest level since early July. The move marked a 13% pullback from mid-August’s all-time highs, underscoring the growing divergence between the two assets.Analysts flag Bitcoin’s “split personality”IG market analyst Tony Sycamore described the disconnect as part of Bitcoin’s “split personality.”“At times, Bitcoin is viewed as a store of value or safe haven, and at other times it’s viewed as a risk asset,” Sycamore told Cointelegraph, noting the correlation breakdown with gold in recent weeks.Similarly, Vince Yang, co-founder of zkLink, said:“Gold’s still the classic safe-haven play, while Bitcoin is more tied to liquidity and market risk. Basically, they balance each other out rather than run side by side.”Correlation could realignDespite the divergence, Sycamore argued that Bitcoin may eventually realign with gold, particularly if the Federal Reserve cuts rates into persistent inflation.“Zooming out, I suspect if Trump runs the economy red hot and the Fed cuts rates, Bitcoin’s correlation with gold will reassert itself — it’s just a question from what level Bitcoin finds its toehold,” he said.Bitcoin may lag gold, not decoupleHistorical patterns suggest Bitcoin often lags behind gold after the metal hits fresh highs. Gold’s 2020 record above $2,000, for example, preceded Bitcoin’s surge to $69,000 the following year.Analyst Joe Consorti previously noted that Bitcoin tends to follow gold’s directional bias within 100–150 days, suggesting BTC may yet mirror gold’s breakout later in the cycle, according to Cointelegraph.

On Sep 01, 2025, 21:32 PM(UTC). According to Binance Market Data, Bitcoin has dropped below 108,000 USDT and is now trading at 107,960.007813 USDT, with a narrowed 1.01% decrease in 24 hours.

Backed by Peter Thiel and DeFi leaders, the treasury firm is betting big on staking and onchain yields. source: https://www.bankless.com/read/the-ethzilla-opportunity

The security company has flagged a troublesome increase in the amounts lost due to various vulnerabilities, adding to the already substantial losses for the year. source: https://cryptopotato.com/crypto-hacks-in-august-amount-to-163m-up-15-from-july-peckshield/

null source: https://x.com/BTC_Archive/status/1962624283202445405

放弃 General-Purpose 链的大而全思路，如何针对全新 Mass Adoption 需求下进行 Sepecific-Chain 的探索才是正途。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

美国政策是塑造市场结构和资本准入的主要杠杆，进而对比特币价格产生决定性影响。

代币的真实目的并非去中心化治理，而是作为一个可交易的投机性资产。其价值完全来源于市场情绪和Trump的品牌效应。

活动,财库,BTC,Bitcoin Asia2025：比特币生态颓败 DAT成新热点 金色财经,对于传统金融人来说，现在的加密行业正是香饽饽。

California Governor Gavin Newsom is making headlines after announcing plans for a politically charged memecoin aimed squarely at former President Donald Trump’s expanding crypto ventures.

Nike and StockX have settled a three-year legal battle over counterfeit sneakers and the use of Nike images in NFTs. The agreement ends the court case, avoiding a trial and keeping details of the settlement private.

WLFI,特朗普,特朗普 WLFI 战略：流动性的诱惑与自由的代价 金色财经,“谁控制了金钱，谁就拥有了世界。”

美国总统早已成为加密货币市场的重度玩家，这其中有何争议？市场愿意为“特朗普溢价”买单吗？

Meta has come under intense scrutiny after it was discovered that the company had produced and hosted AI chatbots mimicking celebrities like Taylor Swift, Selena Gomez, Anne Hathaway, and Scarlett Johansson — without their permission.