Fundstrat Global Advisors’ research head Tom Lee warns that the Fed is restarting a mild Fed rate cut cycle, creating uncertainty around equity positioning. In the next 14 trading days, key US labor data, inflation gauges and the Fed’s rate decision will set the market tone. The S&P 500 recorded its weakest monthly gain since March and historically underperforms in September, while the VIX remains subdued. Lee forecasts a 5–10% pullback for the S&P this autumn followed by a rebound to 6800–7000, driven by Fed rate cut expectations. Crypto traders should brace for heightened short-term volatility but may benefit from the broader easing cycle.
Neutral
Federal ReserveRate CutsS&P 500Market VolatilityTom Lee
Private credit funds have drawn $48bn from wealthy Americans in H1 2025, already exceeding total inflows for 2023. Blackstone’s flagship Bcred fund leads with $73bn in assets under management after raising $6.5bn this year. Other evergreen vehicles also saw robust growth: Cliffwater’s fund reached $30bn with $11bn raised, Apollo Debt Solutions raised $6.4bn, Blue Owl secured $7bn, and Ares Management drew $5bn. In Europe, similar vehicles doubled assets to €24bn by June 2025. Analysts say this shift from banks to pension funds and affluent individuals marks private credit as a key growth frontier. Critics warn that the opaque, illiquid nature of private credit and its “shadow banking” role could heighten liquidity and transparency risks, especially if redemption requests spike.
XRP is closing August under pressure as Bollinger Bands readings turn bearish. On the weekly chart, prices have fallen from summer highs near $3.60 to just above $2.80, with the middle band sloping downward. Daily data confirm the token remains below its midline, facing repeated resistance at $3.10–$3.20 and trading near the lower band. Shorter time frames (12-hour, 4-hour and 1-hour) also show a grind along the lower band, indicating weak buying momentum. Key support lies at $2.70; a breach could open the way to $2.40. Conversely, reclaiming the $3.00 zone would offer a bullish reversal signal. Overall, XRP’s Bollinger profile suggests traders adopt caution as market sentiment turns defensive.
Polygon’s (POL) price defended the $0.23 support level and surged 12.7% to a three-month high of $0.2736, driven by a 34% rise in trading volume to $315.7 million and a market cap of $2.8 billion. On-chain metrics strengthened as active addresses climbed 25% to 665 000 and daily transactions rose 7.9% to 4 million. The recent upgrade to the USDT0 standard and growing use of XSGD in Singapore (monthly flows of $66 m–$94 m) bolstered network demand. Buyer accumulation dominated, with a buy–sell delta of 16.1 million POL tokens, though profit-taking pressure increased, pushing the on-chain profit/loss ratio to 3.24 and net spot inflows to $929 000. Momentum indicators remain bullish (RSI 61; +DI 24 vs –DI 20). Key levels to watch are $0.28 resistance and $0.247 support. Traders should monitor profit-taking signals and netflows for potential pullbacks.
Crypto commentator Crypto Bitlord has proposed a 1:1 XRP fork to launch a new blockchain with an equitable airdrop distribution that excludes exchanges, founders, and whales. The XRP fork would create a hard fork from the existing ledger, aiming to test alternative governance and supply mechanics while reducing token concentration. By excluding large holders, the new chain could foster grassroots adoption and appeal to retail traders. However, some community members question the plan’s feasibility and warn that without institutional bank partnerships, a standalone fork might lack real-world utility. Ripple CTO David Schwartz has highlighted drawbacks of bank backing, suggesting that a community-driven model could offer a viable alternative. Traders should monitor developments around this proposed XRP fork for its potential to shift token demand and community dynamics.
Three cryptocurrencies—Chainlink (LINK), Cardano (ADA) and Remittix (RTX)—are tipped to offer 50x gains by January. Technical analysis shows LINK trading at $23.38 above its long-term moving averages. Resistance sits near $27, with targets of $29–$32. A drop below $20.84 would weaken the bullish case. ADA is range-bound around $0.91. Key resistance at $1.15 and support at $0.78 define its next move. Institutional buying around these levels hints at a potential breakout. Remittix’s PayFi platform stands out with instant crypto-to-fiat settlement. Backed by $22.4 million in funding and confirmed RTX listings on BitMart and LBank, Remittix could deliver the biggest returns. The practical utility of sending funds directly to bank accounts differentiates it from other altcoins. Traders should monitor consolidation patterns, whale accumulation and market catalysts. Each token carries unique risks and upside potential as investors chase 50x gains in early 2025.
Market analyst Matt Hughes (The Great Mattsby) sees XRP on course for a major breakout. Using the Gann Fan on the weekly chart, Hughes identifies key resistance levels at $0.50–$1 and the 2021 peak at $1.96 now acting as support. He highlights the $3.00 mark as the decisive line: a sustained hold above signals structural strength and sets the stage for a rally. XRP currently trades near $2.86 after failing to eclipse $3.65. Macro investor Raoul Pal echoes the bullish view, noting XRP’s history of long consolidations followed by sharp spikes. Traders will watch the $3.00 support for confirmation.
Bullish
XRPTechnical AnalysisGann FanBreakoutResistance Support Flip
South Korean investors are increasingly shifting capital from Bitcoin and altcoins into stocks of crypto firms such as Bitmine, Circle and Coinbase. Since January, they have acquired over $12 billion in these shares. In August alone, investments reached $426 million in Bitmine, $226 million in Circle and $183 million in Coinbase, alongside $282 million in a 2× Ethereum ETF. A 10x Research report attributes this trend to progress in U.S. and Korean stablecoin legislation, reshaping global fund flows and drawing Wall Street attention. Despite slower-than-expected U.S. rate cuts, interest in crypto company equities remains strong.
On August 31, blockchain analyst Yujin revealed that 16.4 billion WLFI tokens from the public sale have been activated on-chain. At the current market price of $0.35, 20 percent of these tokens (3.3 billion WLFI) will unlock tomorrow, adding roughly $1.15 billion in circulating market cap. The actual token flow could exceed this estimate, as the project team plans to allocate additional WLFI for liquidity provision and market making. Notably, the largest activated account (@moonmanifest) purchased 1 billion WLFI in the first round for 15 million USDC at $0.015 each. Tomorrow, 200 million WLFI belonging to this holder will unlock, valued at $70 million. Traders should watch WLFI liquidity and price volatility following this mass unlock event.
Bearish
WLFIToken UnlockLiquidity ProvisionMarket CapPublic Sale
QCP Group’s “New Alpha: Digital Assets” report finds that enterprises are shifting digital assets from speculative bets to core treasury instruments. Early adopters now hold Bitcoin and stablecoins to boost liquidity, optimize tax treatment and allocate capital for the future. Key drivers include near-instant settlement and deep liquidity in blockchain markets; Bitcoin’s fixed 21 million supply and Ethereum’s deflationary mechanics as inflation hedges; and enhanced diversification and capital efficiency, with Bitcoin outperforming the US dollar, gold and US Treasuries over the past three years. ETFs have also spurred broader institutional adoption.
Arkham data shows a prominent BTC whale moved a total of 4,000 BTC (≈$4.34B) into Hyperliquid over 10 hours to swap for Ethereum. The large transfers, including an initial 1,000 BTC (~$1.08B) deposit, were routed to custodial and trading addresses on the Hyperliquid platform.
This activity likely reflects strategic portfolio rebalancing rather than retail flow. While such BTC whale transactions can influence spot liquidity and bid-ask spreads, actual market impact depends on how and when the orders execute and are absorbed by the market.
Crypto traders are eyeing two meme coins—Layer Brett (LBRETT) and Manyu (MANYU)—as contenders to 50–100x toward billion-dollar valuations. Layer Brett’s presale has attracted over 5,000 addresses and raised $1.5 million at $0.005 per token. Built on Ethereum Layer 2, LBRETT offers staking rewards up to 1,340% APY and lower fees, combining meme coin culture with blockchain utility. Manyu, themed around a spa-loving dog, surged 28% on August 29, extending its 60-day gain to 1,081%, fueled by a KuCoin listing and active cross-chain development on BSC and Ethereum. With 96% bullish sentiment on CoinMarketCap and recent IP acquisition, MANYU has viral momentum despite a CoinCodex forecast of a 25% pullback. As meme coin traders weigh utility, community strength and market timing, the race is on to back the next breakout presale. Whether you’re chasing high APY staking or trading a KuCoin breakout, LBRETT and MANYU highlight the evolving meme coin landscape.
In the past week, significant institutional crypto moves have shaped markets. Japanese investment firm Metaplanet announced plans to raise ¥130 billion (about $880 million) through an international share sale, primarily to expand its Bitcoin reserves. The US Commerce Department will begin publishing GDP data on the blockchain, marking a major government endorsement of distributed ledger technology. Trump family–backed miner American Bitcoin aims to list on Nasdaq in September via an all-stock merger. 21Shares filed with the SEC to launch a SEI token exchange-traded fund (ETF), while Grayscale Investments submitted a registration for a spot Avalanche (AVAX) ETF, reflecting growing demand for crypto ETFs. Fintech startup The Clearing Company secured $15 million in seed funding from Union Square Ventures, Coinbase Ventures, Haun Ventures and Variant. Numerai attracted a $500 million commitment from JPMorgan Asset Management for its AI-driven hedge fund strategy. In other crypto developments, Gemini released an XRP-powered credit card; Caladan partnered with Finery Markets to bolster its $170 billion OTC infrastructure; Cronos network unveiled a 2025–2026 roadmap targeting traditional banks; NymVPN added Dash payments; and Mavryk Network prepared for its native token $MVRK launch on MEXC. The global stablecoin market swelled to $278 billion, up 22% year-to-date under the GENIUS Act’s asset-backing rules. On regulation, the US Commodity Futures Trading Commission (CFTC) issued guidance allowing offshore crypto exchanges to legally serve US customers, a move set to enhance liquidity and competitiveness.
Next week will see significant token unlocks for SUI, ENA, IMX and ZETA. SUI unlocks 44 million tokens, worth $145 million (1.25% of supply), on Sept 1. ENA unlocks 40.63 million tokens (0.64%) on Sept 2, valued at $27.1 million. IMX unlocks 24.52 million tokens (1.27%) on Sept 5, worth $12.8 million. ZETA unlocks 44.26 million tokens (4.55%) on Sept 1, worth $8.4 million. These scheduled token unlocks could increase circulating supply and may affect short-term trading dynamics. Traders should monitor market responses around unlock dates.
Prediction markets are drawing renewed interest from exchanges, brokerages, and crypto startups. Leading platforms Polymarket and Kalshi are expanding offerings, while Robinhood integrates prediction contracts into its trading app. A Coinbase-backed startup raised $15 million to create a regulated, on-chain market. Regulators including the CFTC are enhancing surveillance to curb manipulation. Despite fresh funding and user growth, prediction markets still face structural challenges: markets lack sustained liquidity, professional market makers find limited profits, and pools remain too small for reliable pricing. Observers see potential in hybrid models that combine on-chain transparency with compliant rails, but questions linger on whether prediction markets can scale beyond hype to become durable information sources.
Thai authorities have arrested a 26-year-old Russian national, Dmitrii, linked to a recent 35,000 USDT crypto heist in Phuket. The suspect allegedly lured a fellow trader to a house in Chalong, where four accomplices ambushed him, forced a transfer using the Tron scan application, and made off with the funds. Coordinated police operations between Phuket and Koh Samui forces led to Dmitrii’s capture hiding in a car trunk at Nathon Pier. This crypto heist highlights a growing trend of violent crypto kidnapping and robbery targeting high-net-worth holders and has driven many to hire private security. Dmitrii remains detained in Koh Samui before transfer to Phuket for prosecution.
XRP has seen a notable increase in on-chain activity, with transactions per ledger stabilizing near 90 and daily wallet creations exceeding 7,000 in August. These trends suggest growing network utility beyond speculative trading. Technically, XRP trades within a symmetrical triangle, holding above its 200-day moving average (~$2.50) with resistance near $3.10. A breakout above the triangle, supported by rising on-chain activity and wallet growth, could trigger a sustained rally. Traders should monitor key metrics such as transactions per ledger, daily wallet creations, active accounts, token flow, and the 200-day MA. The combination of improved fundamentals and a constructive technical pattern reduces downside risk and boosts the probability of a bullish move.
Bullish
XRPOn-Chain ActivityWallet GrowthSymmetrical Triangle200-Day MA
Chinese macroeconomic researcher Adam warns the cryptocurrency community to watch the US nonfarm payroll (NFP) release on September 5 for potential market volatility. Bitcoin has shown renewed weakness around the $108,000 level despite multiple support tests. Analysts fear a weekly MACD “death cross” could prompt institutional and large investors to exit positions. At publication, BTC trades at $108,507, down 5.61% over the past week. Ethereum has fallen 8.40% in the same period. The cautious and bearish sentiment reflects uncertainty over macro data and technical signals. Traders should monitor NFP outcomes closely and prepare for increased crypto volatility.
Bitcoin price dropped below the $112K cost basis for short-term holders, signaling a bearish shift as realized profits near $4 billion and Coin Days Destroyed spikes indicate exit pressure. The average short-term holder cost basis around $107.8K now offers critical Bitcoin support, with traders eyeing the MVRV Percentile at a neutral 39% and STH SOPR resets. This strong Bitcoin support level between $107.8K and $110K defines the near-term trading zone. A sustained close below these levels for 2–3 days could invalidate long setups. Risk remains as capital rotates to Ethereum, suggesting potential altcoin momentum in Q4. Traders should monitor on-chain metrics—including MVRV, short-term realized prices, and exchange outflows—before initiating new positions.
Bitcoin is trading near the short-term holder cost basis of $107.8K, which offers critical support. The MVRV percentile is neutral at around 39%, and elevated realized profits—driven by whale transactions nearing $4 billion—indicate cautious sentiment. Meanwhile, spot Bitcoin ETF inflows are cooling, suggesting rotation toward Ethereum. Traders should seek multi-signal confirmation—aligning MVRV, STH SOPR (with the 7-day MA above 1), rebounds from 1–3 month and 3–6 month realized price bands, and net exchange outflows—before entering long positions. A decisive close below the 1–3 month STH band for 2–3 days would invalidate short-term bullish setups.
Shiba Inu has been trading in a tight range around 0.00001240 throughout August, with narrowing Bollinger Bands signalling a potential breakout. This week’s US August jobs data and prospective Federal Reserve rate cuts are set to be the primary catalysts. A weaker jobs data release could accelerate Fed easing, reducing yields on traditional assets and driving liquidity into risk markets, including SHIB. Meanwhile, moves to fast-track crypto ETF approvals may bolster institutional inflows. Corporate earnings from AI leaders like Broadcom and Salesforce will also influence market sentiment. A bullish breakout above 0.00001350 could target 0.00001600, while failure to hold support at 0.00001195–0.00001100 may drive Shiba Inu down to 0.00001000. Traders should watch jobs data, Fed commentary and AI earnings as key events that will determine Shiba Inu’s next significant move.
Bitcoin saw a modest 1.5% gain over the past 24 hours, trading around $109,500. Blockchain analytics firm CryptoQuant reports the Bitcoin Trader Realized Profit/Loss Margin has declined to approximately -2.2%, well above the -12% threshold historically associated with major capitulation phases and subsequent price rebounds. Past cycles in April 2025, July 2023, and October 2023 saw margins dip below -12% before Bitcoin rallied from sub-$75,000 back to six-figure levels. At current P/L margins, a textbook capitulation-driven rebound appears unlikely; further price correction or sideways consolidation may precede any strong upside. Bitcoin’s realized price, the average cost basis of all coins, stands near $112,000. Trading below this level underscores weaker investor conviction and elevated selling pressure. For bulls to regain control, Bitcoin must break above the $112,000 realized price, potentially turning the tide toward a rebound with targets near $116,000.
Neutral
BitcoinCryptoQuantCapitulationRealized P/LMarket Outlook
Veteran gold advocate and Bitcoin skeptic Peter Schiff warned that Bitcoin’s recent Q4 rally peak may already be in place. Referring to past fourth-quarter surges—720% in 2013, 350% in 2017 and 59% in 2021—Schiff questioned whether this year’s rally, which sent Bitcoin above $108,000 and near $124,500, has reached its ceiling. In a succinct tweet, he commented, “The top must be made at some point so it may have already been made.” Schiff also forecast gold rising to $6,000 by next year’s end and predicted a drop in the dollar index to 70. He expects renewed volatility in gold, silver and stock markets after the U.S. holiday break. Bitcoin bulls cite historical late-year melt-ups to argue for further upside, while skeptics like Schiff warn of a looming correction in this market cycle.
The AAVE price reclaimed the $300 level as the Aave V4 upgrade beta fuels renewed buying. The Aave V4 upgrade introduces cross-chain liquidity between layer-1 and layer-2 networks, adding capital efficiency across DeFi. It integrates the native GHO stablecoin to provide an on-protocol lending asset and proposes Uniswap V4 LP borrowing to expand collateral options. AAVE price traded around $320, with weekly volumes near $368 million. Technical analysis shows a bullish structure: support at $280–$300 and potential resistance at $400–$420. Analysts view this as wave 3 momentum in a broader uptrend. Traders should monitor governance proposals, on-chain flows, and the $400–$420 resistance band. The Aave V4 upgrade could boost market participation and interoperability, enhancing the protocol’s utility and strengthening AAVE price in both short and long-term market cycles.
Real estate tokenization is gaining momentum as RWA tokens tied to property investments attract trader interest. Three tokens stand out: Ondo (ONDO), VeChain (VET) and Injective (INJ). ONDO trades between $0.90 and $1.00, above its 10-day moving average, with resistance at $1.10 and $1.24, implying a potential 20% upside from current levels. VET fluctuates between $0.025 and $0.03, facing hurdles at $0.03 and $0.035 for up to 25% gains, while finding support near $0.02. INJ ranges from $13 to $16, with barriers at $17.22 and $20.09, suggesting a possible 30% climb if key levels are cleared. All three tokens show balanced RSI readings, hinting at stability ahead of potential breakouts. Real estate tokenization opens new avenues for liquidity and access in property markets. Traders should watch these RWA tokens for short-term breakout opportunities and long-term growth as tokenization gains traction.
Pyth Network’s PYTH token recently doubled in value, highlighting strong demand for altcoins with solid fundamentals. With a market capitalization nearing $755 million, Pyth Network’s utility as a multi-chain oracle provider makes further exponential gains more challenging. Meanwhile, Layer Brett ($LBRETT) has launched a crypto presale on Ethereum as a meme-driven Layer 2 solution. It combines high-speed, low-cost transactions with viral community energy and offers early participants access to staking rewards with APYs in the tens of thousands. As more users stake, these rates gradually decrease, incentivizing fast movers. Layer Brett aims to rival established Layer 2s like Optimism (OP) and Arbitrum (ARB) by blending meme culture with real blockchain performance. The presale also features a $1 million giveaway to boost engagement. Traders chasing Pyth Network’s 2x surge are now eyeing Layer Brett’s ground-floor pricing for a potential 100x upside. This shift underscores how crypto presale projects with high staking incentives can drive early market interest and deliver significant returns for risk-tolerant investors.
Dogecoin price trades at $0.2173, testing near-term support at $0.2159 and key daily support at $0.2074. A daily close below $0.2074 would increase the likelihood of a slide towards the $0.20 range. Hourly charts show symmetrical pressure between $0.1884 support and $0.2867 resistance, suggesting limited medium-term momentum. Traders should monitor intraday volume for a breakout above $0.225 to confirm bullish momentum, or rising sell volume near $0.2074 for bearish confirmation. Short-term traders can use $0.2159 and $0.2074 as actionable levels, while midterm traders can trade within the $0.1884–$0.2867 channel. Close attention to volume and momentum indicators is crucial for anticipating potential breakouts or breakdowns in the Dogecoin price trend.
Real Vision CEO Raoul Pal forecasts the crypto user base will quadruple to 4 billion by 2030, propelling the market valuation from roughly $4 trillion today to $100 trillion by 2032–34. He highlights that cryptocurrencies are being adopted twice as fast as the internet, driven by widespread adoption and monetary devaluation. The expanding crypto user base and institutional investments via ETFs and corporate treasuries, along with anticipated Federal Reserve rate cuts, reinforce market structure and bullish sentiment. Pal advises traders to focus on long-term adoption trends rather than short-term fluctuations, noting September’s historical Bitcoin weakness has been overturned by recent gains.
An institutional whale transferred 8 million FORM tokens two days ago and then 3 million more to Binance minutes before this report, totalling 11 million FORM. The FORM price plunged 22%, falling from $4.04 at 4:00 PM to $3.14. On-chain data stress the need to monitor FORM inflows to Binance, whale transfers, and exchange order-book liquidity. Traders should watch on-chain analytics and liquidity shifts for risk management and to anticipate further volatility.