This week and next week are a key test period for altcoin season, and three things are worth paying close attention to:
1️⃣ HYPE unlock (September 6): expected unlock of 9.92 million tokens, worth about $797 million, the largest single-day unlock of the month. However, historical actual claims are often lower than expected, so selling pressure needs to be judged based on actual data.
2️⃣ Concentrated unlocks for APT / SEI / PUMP (week of September 12-15): three projects are landing in quick succession, adding liquidity pressure. More importantly, this week is closely tied to CPI (September 11) and the FOMC decision (September 15-16). Supply-side and macro-side risks are stacking up at the same time, making this the most critical window of the month.
3️⃣ Macro main thread: CPI + FOMC: August CPI is the last inflation data before the FOMC, and the market is still divided on rate hikes/cuts. CPI will become the key barometer.
Combined with the recent UTAD structure of BTC at 82K and the weekend altcoin “fake pump,” if the broader market weakens next week, the combination of unlock waves and unfavorable macro news will put altcoins under more obvious pressure. It is recommended to pay attention to position sizing and leverage risk.
1️⃣ HYPE unlock (September 6): expected unlock of 9.92 million tokens, worth about $797 million, the largest single-day unlock of the month. However, historical actual claims are often lower than expected, so selling pressure needs to be judged based on actual data.
2️⃣ Concentrated unlocks for APT / SEI / PUMP (week of September 12-15): three projects are landing in quick succession, adding liquidity pressure. More importantly, this week is closely tied to CPI (September 11) and the FOMC decision (September 15-16). Supply-side and macro-side risks are stacking up at the same time, making this the most critical window of the month.
3️⃣ Macro main thread: CPI + FOMC: August CPI is the last inflation data before the FOMC, and the market is still divided on rate hikes/cuts. CPI will become the key barometer.
Combined with the recent UTAD structure of BTC at 82K and the weekend altcoin “fake pump,” if the broader market weakens next week, the combination of unlock waves and unfavorable macro news will put altcoins under more obvious pressure. It is recommended to pay attention to position sizing and leverage risk.