CRYPTONIC 1

: Coinbase CEO Brian Armstrong says Bitcoin has already bottomed for this cycle and expects BTC to trend higher over the next one to two years. Armstrong says Bitcoin’s four year cycle is still relevant, with the next halving providing a longer. term catalyst for the market. His comments come as BTC trades around $78K, still well below its previous record high but significantly above the summer lows. There are some signs supporting the recovery thesis. Bitcoin has gained about 23% over the 21 sessions through September 9, while Glassnode says selling pressure has eased as BTC approaches the $83K–$86K resistance zone. #BTC Price Analysis# #BTC Above 60K# #BTC $BTC

$214M in crypto longs were liquidated within four hours as Bitcoin slipped below $77,000. The move shows how quickly leverage can turn a normal Bitcoin pullback into a much sharper selloff. When BTC falls through key levels, overleveraged long positions can be automatically closed, adding forced selling to the market. #BTC Price Analysis# #Altcoin Season# $BTC $ETH

The waitlist phase of “One Swap. Across Chains” is becoming more than just an early sign-up period. A new task is now available, giving participants another way to earn miles before the main campaign begins. The latest challenge involves bringing a Stoncat into the journey, while the campaign also offers a 1,000 mile joining bonus during the waitlist stage. There’s another small detail worth noting, the 100 mile secret phrase reward from the recent cross-chain AMA is now claimable through the campaign tasks. Even if you missed the live session, the recording contains what you need to find it. The campaign is built around learning cross-chain execution by actually using it, with miles acting as the progression system. Those points can later be used for weekly limited Flight Deals once the main stage opens. The first 1,000 Priority Passenger Tickets were already claimed on day one, so that part of the waitlist has clearly moved quickly. Now the focus shifts to completing the remaining tasks and building up miles ahead of the main campaign. waitlist: https://cross-chain.ston.fi/ #BTC Price Analysis# #BTC Above 60K# $BTC $ETH

El cofundador de Ethereum, Joe Lubin, afirma que la era en la que el dinero está controlado principalmente por instituciones está comenzando a cambiar. Su argumento se centra en dos cambios importantes: la custodia propia volviéndose algo común y los stablecoins evolucionando hacia un dinero nativo de internet. Esa es una idea mucho más grande que simplemente poner dólares en una blockchain. La custodia propia cambia quién controla finalmente un activo, mientras que los stablecoins permiten que los dólares digitales se muevan globalmente a través de la infraestructura de internet sin exigir que cada transacción pase por los canales tradicionales de la banca. La tendencia de adopción ya está empezando a hacerse difícil de ignorar. Los stablecoins se están utilizando cada vez más para pagos, liquidación y transferencias transfronterizas, mientras que los reguladores de EE. UU. están construyendo marcos específicamente para su uso como instrumentos de pago. Pero hay una distinción importante: los stablecoins pueden hacer que el dinero sea más nativo de internet sin necesariamente hacerlo descentralizado. La mayoría de los stablecoins importantes siguen emitidos de forma privada y muy conectados con la infraestructura financiera tradicional. Aun así, el punto más amplio de Lubin es significativo. #BTC Price Analysis# #Ethereum $ETH

CZ: “The market gives you plenty of opportunities to enter or exit. All you have to do is make the right decisions.” That’s probably one of the harder lessons in crypto to actually follow. Markets rarely give traders the perfect entry or exit. There will always be another setup, another pullback and another opportunity to participate. The bigger challenge is having the discipline to avoid forcing trades when the setup isn’t there. Trying to catch every move can be just as damaging as missing one. For traders, the focus should be less on predicting every top and bottom and more on managing risk, sizing positions properly and waiting for opportunities that fit the strategy. You don’t need to catch every move. You just need to make the right decisions when your setup appears. #BTC Price Analysis# #CZ $BTC $BNB

Coinbase CEO Brian Armstrong says crypto could win regardless of what happens with the CLARITY Act. Armstrong says that if the bill passes, the industry finally gets comprehensive legislation. If it fails, he believes the SEC and CFTC are still prepared to move forward with clearer rules through the regulatory process. That makes the September 15 Senate vote particularly important, but perhaps not quite as binary as it looks. The CLARITY Act is designed to define which digital assets fall under securities or commodities rules and which federal agency has jurisdiction. The bigger issue is whether lawmakers can resolve the remaining political disputes. Ethics provisions surrounding government officials’ involvement with digital assets remain one of the major sticking points, while Democrats and some Republicans have raised additional concerns about consumer protection and the banking system. For the crypto market, Armstrong’s argument is simple: regulatory uncertainty may be approaching its expiration date either way. If Congress delivers legislation, the industry gets a formal framework. If not, traders will be watching the SEC and CFTC for rules that could still reshape the market. #BTC Price Analysis# #Macro Insights# $BTC $ETH

Trump promises $5,000 for every American adult if Republicans retain control of Congress. President Donald Trump has proposed a “Trump dividend” that would send $5,000 to every U.S. adult if Republicans win the November midterms. With roughly 270 million adults, the proposal could cost around $1.35 trillion. That would be an enormous fiscal stimulus if it actually happened. Putting more than a trillion dollars directly into consumers’ hands could boost spending, liquidity and economic activity, while potentially increasing demand for risk assets. For Bitcoin and crypto, the bullish argument is straightforward: a massive injection of spending power could increase liquidity across financial markets, and some of that capital could eventually find its way into speculative assets. But there is a major caveat. This isn’t approved yet, and Trump does not have the authority to simply distribute the money without congressional action. The funding mechanism is also unclear, while Vice President JD Vance has suggested higher-income Americans could be excluded. So traders shouldn’t price in a $1.35T liquidity injection just yet. If it becomes real, though, the market impact could be enormous. #BTC Price Analysis# #TRUMP $BTC $ETH

$83,000 is the level that decides whether this recovery becomes a real bull run. BTC has already clawed its way back toward $80K after a powerful rebound, but the next hurdle is much more important. Analysts are watching the $83,000–$84,000 area as a major resistance zone, with the level lining up with Bitcoin’s previous May high and several longer-term technical indicators. There’s also significant supply sitting around this region. Recent on-chain analysis points to roughly 1 million BTC changing hands around the $83K–$86K zone, creating a sizeable wall of potential profit taking. A clean breakout above $83K with strong spot demand could dramatically improve Bitcoin’s market structure and put $90K back into focus. But another rejection could keep BTC trapped in the current range and send traders back toward lower support levels. The setup is getting interesting. #BTC Price Analysis# #BTC Above 60K# $BTC

NFTs become more interesting when there’s an actual reason to keep interacting with them beyond simply owning one. That’s the idea behind Stoncat, where the NFT itself can evolve based on how you interact with it. After minting a base cat, GEMSTON is used to feed it and roll Purrks, visual traits that can change its appearance and rarity. The interesting part is the progression system. Different traits can be equipped through outfits, while rarer Purrks contribute to a higher rarity level and leaderboard position. So the final NFT isn’t necessarily identical to what another user starts with. It gives the collection a more dynamic structure: mint first, then gradually build out the character through different traits and choices. Stonfi is essentially turning its familiar mascot into an interactive NFT experience rather than leaving it as a static profile picture. For anyone interested in how NFTs can combine collectibles with progression mechanics, Stoncat is an interesting experiment to watch. Stoncat: https://stoncat.com/ #BTC Price Analysis# #BTC Above 60K# $ETH $DEBIT

Hunter Biden’s $LAPTOP is already down more than 97%. The meme coin launched today on Base, but the early price action has been brutal, with the token collapsing almost immediately after trading began. That kind of move highlights the biggest risk surrounding political memecoins, massive attention can create explosive demand at launch, but once the initial hype fades, there may be very little underneath to support the valuation. LAPTOP entered the market with a highly controversial narrative, including a planned community allocation for people who lost money on TRUMP. But even a strong story cannot guarantee sustained buying pressure. The bigger lesson is the same one the market keeps repeating: viral attention is not the same as lasting demand. $LAPTOP went from political spectacle to a 97%+ drawdown extremely fast. Now the question is whether buyers step back in, or whether the launch becomes another example of why chasing memecoin hype can be extremely dangerous. #BTC Price Analysis# #Macro Insights#

Altcoins are starting to show classic altseason behavior again. Bitcoin has been struggling to extend its recent rally while several altcoins are beginning to outperform, creating the kind of rotation traders have been waiting for. There are signs of improving breadth. Current market data shows a sharp increase in short-term altcoin outperformance, with the 7 day breadth reading reaching 80%, although the broader 90 day measure remains much lower at 56%. That distinction matters. A few explosive moves in ZEC, ARB, ENA and other high-beta names can create the appearance of an altseason without a sustained, market-wide rotation. Bitcoin dominance also remains close to 59%, meaning BTC still controls more than half of the total crypto market. So this could be the early stages of a genuine rotation, but it is too early to call a full-blown altseason. If Bitcoin continues consolidating while altcoin breadth keeps expanding, the setup could get very interesting. The question is simple: is this the beginning of altseason, or just another short-lived rotation? $ZEC $ENA #BTC Price Analysis# #Macro Insights#

Hunter Biden’s LAPTOP meme coin is set to launch today, with 20% of the supply allocated to community airdrops. The most controversial part of the distribution is who qualifies. The planned airdrops include wallets that lost money on Donald Trump’s TRUMP token, alongside other community groups. Hunter Biden says the initiative is partly about giving something back to people who were left holding losses after the collapse of $TRUMP . But this isn’t just another celebrity memecoin launch. LAPTOP is directly turning a major political controversy into a tradable asset, while using TRUMP’s history as part of its narrative. That guarantees attention, but attention in memecoins can be a double-edged sword. There are also reasons to be cautious. The token is launching on Base, and Base has explicitly said it did not help design or promote the project. Crypto traders have already pushed back, with Kraken deleting a promotional post following criticism. The airdrop may attract $TRUMP losers, but the real test begins once LAPTOP starts trading. Will the narrative create lasting demand, or just another political memecoin volatility cycle? #BTC Price Analysis# #TRUMP

El volumen de trading onchain de RWA spot alcanzó un récord de 7.82B de dólares en agosto. El dato es significativo porque muestra que los activos reales tokenizados están pasando más allá del relato de la “futura finanza” y entrando en una actividad comercial real. Según CryptoRank, agosto marcó un nuevo máximo histórico para el volumen onchain spot de RWA. Lo más interesante es qué está impulsando el crecimiento. Las acciones tokenizadas representaron el 80.2% del volumen de 7.82B de dólares, subiendo con fuerza desde solo el 30.3% a principios del verano. Esto sugiere que las acciones se están convirtiendo en la puerta de entrada principal para los traders que acceden al mercado de activos tokenizados. Esto también encaja con el cambio más amplio hacia la integración de los mercados financieros tradicionales en la cadena de bloques (onchain). En lugar de limitarse a mantener versiones tokenizadas de los activos, los usuarios los están negociando cada vez más directamente en redes blockchain. #Análisis del precio de #BTC# #Perspectivas macro# $BTC $VVV

Canary Capital’s Staked TRON ETF is set to begin trading on Cboe. The fund, trading under the ticker TRXS, gives traditional-market investors exposure to TRX through a regulated exchange traded product while also incorporating staking into the strategy. The ETF is scheduled to begin trading today, September 9. The staking component is what makes this more interesting than a standard spot crypto ETF. Canary’s structure is designed to stake the fund’s TRX holdings and pass a portion of the staking rewards through to investors, giving them potential exposure to both TRX price movements and staking income. This also adds another asset to the growing list of cryptocurrencies gaining access to traditional market infrastructure. Bitcoin and Ethereum started the ETF wave, but products built around assets like TRX show how far that trend could eventually expand. #BTC Price Analysis# #TRON $TRX

Onchain trading just had its biggest week since the $TRUMP launch frenzy. More than $6.35 billion was traded through onchain trading terminals this week, highlighting just how much activity has returned to decentralized markets. The figure was highlighted by crypto data sources tracking the growing flow of traders through onchain terminals. What makes the number interesting is the comparison with the $TRUMP period. That launch created an enormous wave of speculative activity and pushed traders heavily toward onchain markets. Seeing volumes reach a similar level again suggests the appetite for fast-moving, higher risk assets has returned in a major way. Onchain terminals are also becoming an increasingly important part of crypto trading infrastructure, giving traders direct access to tokens and liquidity across decentralized networks without relying entirely on centralized exchanges. #BTC Price Analysis# #TRUMP

XRP futures activity hits a six month high as volatility returns to the market. XRP futures trading exploded in August, with more than $64.6 billion in combined volume across Binance, Bybit and OKX, the highest monthly level since February, according to CryptoQuant data. Binance alone accounted for roughly $37 billion. The surge comes after XRP delivered a powerful rally, gaining roughly 30% during August. That kind of price movement naturally attracts more derivatives traders looking to capitalize on momentum and volatility. But there’s an interesting detail beneath the headline. Total XRP futures open interest actually fell 16% between August 17 and August 31, even as the price climbed nearly 40%. Meanwhile, CME open interest increased around 36%, suggesting some leverage was being reduced on offshore venues while regulated-market participation grew. #BTC Price Analysis# #XRP $XRP

Bitcoin’s short-term holder whales just hit a record $9.07B in unrealized profit. According to CryptoQuant analyst IT Tech, the metric reached $9.07 billion on September 4, marking the highest reading in its available history going back to 2016. It later eased to around $7.51B as Bitcoin pulled back. This is an important signal because these are relatively recent large holders sitting on substantial paper gains. They haven’t necessarily sold, but the larger the unrealized profit becomes, the greater the potential incentive to lock in those gains if BTC starts losing momentum. Interestingly, all five of the highest readings for this metric have occurred within the past two weeks, showing just how quickly profitability has expanded among large short-term holders. That doesn’t automatically make the signal bearish. Strong unrealized profits can exist throughout a healthy uptrend. The real concern would be seeing those gains translate into actual distribution or exchange inflows. #BTC Price Analysis# #Macro Insights# $BTC $ETH

$DIAM is starting to show some renewed strength. Trading around $0.005628 and already pushing higher today, the token has recovered well after holding its lower range. The next thing to watch is resistance. If buying volume continues to increase alongside price, a breakout would carry much more weight. Without that volume confirmation, it’s still worth being patient and watching how price reacts at the key level. $BTC also remains an important factor for the broader market, especially if altcoins are going to sustain their current momentum @Diam #BTC Price Analysis# #BTC Above 60K#

Las altcoins han superado oficialmente a Bitcoin en interés abierto por primera vez desde diciembre de 2024. Esa es una variación notable en el posicionamiento de derivados. Los datos de Coinalyze muestran que el interés abierto combinado en futuros perpetuos de altcoins ahora ha superado al de Bitcoin, lo que sugiere que los traders están asumiendo una exposición apalancada significativamente mayor fuera de BTC. El momento es interesante. Bitcoin recientemente ha vuelto hacia la zona de los $80K, mientras que la actividad del mercado de altcoins se ha acelerado y varias alts importantes han empezado a atraer más capital especulativo. #BTC Price Analysis# #Altcoin Season# $BTC $ETH

Los ETF de Ethereum acaban de tener su mes más fuerte desde agosto de 2025. Agosto marcó un gran regreso de la demanda institucional de ETH. Los ETF spot de Ethereum en EE. UU. registraron aproximadamente 1.4 mil millones de dólares en entradas netas durante el mes, impulsados por una poderosa racha de compras que comenzó en la segunda mitad de agosto. La importancia va más allá de un solo mes de flujos positivos. Los ETF de Ethereum habían tenido dificultades a principios de año, con julio generando solo unos 365 millones de dólares en entradas netas tras fuertes reembolsos en mayo y junio. ETHA de BlackRock fue responsable de una gran parte del repunte de agosto, representando aproximadamente el 72% de la racha de entradas de 1.42 mil millones de dólares. Eso sugiere que la demanda institucional no estaba simplemente regresando a las criptomonedas en general, los inversores estaban aumentando específicamente su exposición a Ethereum. #BTC Price Analysis# #ETH $ETH