Global Liquidity Could Set the Tone for Crypto in September.
Global liquidity could have a bigger impact on crypto markets in September than the Federal Reserve’s next rate decision, according to Utkarsh Ahuja, founder of Moon Pursuit Capital.
Ahuja expects September could bring more volatility or consolidation, but says a pullback would not necessarily signal the start of a larger downturn. Instead, weaker prices could help reset leverage and positioning, potentially creating a healthier setup for Q4.
He also believes Bitcoin’s four-year cycle remains useful, even as institutional adoption changes how the cycle plays out. Liquidity, derivatives positioning, leverage and institutional flows could all play major roles in determining the next move.
If liquidity improves while leverage cools, Ahuja sees a credible path toward a stronger Q4. Bitcoin recently pushed above $80,000 for the first time since May, supported by Treasury bond buybacks, the broader “debasement trade” and optimism around crypto regulation.
With $BTC now trading around $77,873, September could be an important month for determining whether the current rally has room to continue.
Source: Cryptoprowl
#BTC $ETH
Global liquidity could have a bigger impact on crypto markets in September than the Federal Reserve’s next rate decision, according to Utkarsh Ahuja, founder of Moon Pursuit Capital.
Ahuja expects September could bring more volatility or consolidation, but says a pullback would not necessarily signal the start of a larger downturn. Instead, weaker prices could help reset leverage and positioning, potentially creating a healthier setup for Q4.
He also believes Bitcoin’s four-year cycle remains useful, even as institutional adoption changes how the cycle plays out. Liquidity, derivatives positioning, leverage and institutional flows could all play major roles in determining the next move.
If liquidity improves while leverage cools, Ahuja sees a credible path toward a stronger Q4. Bitcoin recently pushed above $80,000 for the first time since May, supported by Treasury bond buybacks, the broader “debasement trade” and optimism around crypto regulation.
With $BTC now trading around $77,873, September could be an important month for determining whether the current rally has room to continue.
Source: Cryptoprowl
#BTC $ETH
