Bitcoin Holds $114K, ETH Hits ATH

I. Crypto Market Overview

Key Takeaways

Macro Environment

The U.S. M2 money supply reaches $22.1 trillion, indicating potential inflationary pressures. Japan Post BANK plans a digital currency launch by 2026, aligning with global digital asset trends. The Federal Reserve's expected rate cut in September reshapes investor strategies, with gold and Bitcoin as inflation hedges. U.S. core PCE inflation at 2.9% impacts crypto ETF flows. Ethereum ETFs attract $9.4 billion in Q2 2025, reflecting a shift towards utility-driven yields.

Crypto Market

XRP is poised for U.S. spot ETF approval, boosting market confidence. The Federal Circuit challenges the SEC's authority, emphasizing the need for legislative clarity. Cryptocurrencies enter Australia's superannuation market, integrating digital assets into mainstream finance. Smart money accumulates quality assets, with strategic market positioning evident. Market indicators show a neutral sentiment with a total market cap of $3.76T.

This Week's Outlook

WLFI TOKEN unlock introduces $483 million into circulation, impacting liquidity. Tether discontinues USDT support on five chains, affecting network operations. CONF3RENCE 2025 gathers leaders in AI, blockchain, and Web3 for keynotes and networking. ONDO Finance launches an on-chain stock trading platform, expanding DEFI's reach. US August employment data release will be crucial for market trends.

Fear and Greed Index

80.00% Annual Percentile

40 Neutral

Total Crypto Market Cap

$3.76T

1.14%

Total Market Trading Volume

$120.28B

0.19%

Altcoin Season Index

75.00%

Quarterly Percentile

58 / 100

Total Futures Market Open Interest

3.88B

0.37%

Futures

956.43B

0.75%

Perpetuals

II. Industry Updates

Macro-economic Policies

The U.S. M2 money supply has reached a record $22.1 trillion, signaling potential inflationary pressures that could drive investors towards Bitcoin as a hedge against currency devaluation.

Japan Post BANK plans to launch a digital currency by 2026, leveraging its $1.3 trillion in deposits to facilitate blockchain-based trading, aligning with global trends towards digital assets.

The Federal Reserve's anticipated 25-basis-point rate cut in September 2025 is reshaping investor strategies, with gold and Bitcoin positioned as inflation hedges amid dovish monetary policy.

TRUMP's tariffs have driven U.S. core PCE inflation to 2.9%, impacting crypto ETF flows as investors reassess risk in a HIGH-inflation environment.

Ethereum ETFs have attracted $9.4 billion in Q2 2025 inflows, reflecting a shift from Bitcoin's speculative model to Ethereum's utility-driven yields amid regulatory clarity.

Cryptocurrency Regulatory Trends

XRP is poised for U.S. spot ETF approval in fall 2025, following key futures milestones and new SEC listing standards, potentially boosting market confidence.

The Federal Circuit's ruling challenges the SEC's authority to regulate crypto transactions as securities, emphasizing the need for legislative clarity.

A court ruling questions the SEC's broad interpretation of securities laws, impacting its regulatory approach to cryptocurrency markets.

Japan Post BANK plans to launch DCJPY, a tokenized deposit system, in 2026, integrating digital currencies into Japan's financial sector.

Cryptocurrencies are entering Australia's $4.3 trillion superannuation market, marking a shift towards integrating digital assets into mainstream finance.

Trusted Smart Chain (TSC): TSC has launched its mainnet, providing a robust infrastructure for Real World Assets (RWAs) tokenization, enhancing blockchain's utility in connecting physical assets with decentralized technology.

Remittix (RTX): RTX is gaining traction as a utility-driven project targeting the $19 trillion remittance market, offering low transaction fees and deflationary tokenomics, attracting institutional and retail investors.

Solana (SOL): Solana's ecosystem has reached a new all-TIME HIGH in Total Value Locked (TVL) at $34 billion, driven by DEFI expansion and institutional adoption, showcasing its scalability and transaction speed.

XRP (XRP): XRP is emerging as a strategic bridge in CROSS-border payments, leveraging its regulatory clarity and partnerships to enhance its role in institutional finance and real-world asset tokenization.

Uniswap (UNI): Uniswap v4 has introduced significant gas optimizations and new features like Hooks, boosting its trading volume and maintaining its dominance in the decentralized exchange market.

Smart Money Movements

Trader 0x044d closed $17.68M SOL and $35.45M ETH short positions, securing a $1.06M profit, and opened a new $28.9M ETH long position using 20x leverage, indicating strategic market positioning.

A whale purchased 1,237 ETH at an average price of $4,393 on Binance, marking a significant investment shift into Ethereum after holding USDT for over a month.

Trend Research wallets transferred $9.53M in PENDLE and ENS to Binance, incurring a $1.928M loss, highlighting strategic repositioning in the crypto market.

A new wallet acquired $3.8M in HYPE tokens from FalconX, suggesting strategic positioning or investment by the wallet holder in the cryptocurrency market.

A Bitcoin whale transferred 3,000 BTC to an exchange, sparking concerns of a potential sell-off, following a previous sale that caused a significant price drop.

Events to Watch

September 1 (Monday)

WLFI token unlocks 20% of its supply, introducing $483 million into circulation, impacting market liquidity.

September 1 (Monday)

Tether discontinues USDT support on five chains, affecting Omni, Bitcoin Cash SLP, Kusama, EOS, and Algorand.

September 3 (Wednesday)

CONF3RENCE 2025 in Dortmund, Germany, gathers AI, blockchain, and Web3 leaders for keynotes and networking.

September 3 (Wednesday)

Ondo Finance launches on-chain stock trading platform on Ethereum, expanding DeFi's reach into traditional markets.

September 5 (Friday)

US August employment data release, including non-farm payrolls and unemployment rate, crucial for market trends.

Table of Contents

I. Crypto Market Overview

Key Takeaways

Macro Environment

Crypto Market

This Week's Outlook

II. Industry Updates

Macro-economic Policies

The U.S. M2 money supply has reached a record $22.1 trillion, signaling potential inflationary pressures that could drive investors towards Bitcoin as a hedge against currency devaluation.

Japan Post BANK plans to launch a digital currency by 2026, leveraging its $1.3 trillion in deposits to facilitate blockchain-based trading, aligning with global trends towards digital assets.

The Federal Reserve's anticipated 25-basis-point rate cut in September 2025 is reshaping investor strategies, with gold and Bitcoin positioned as inflation hedges amid dovish monetary policy.

TRUMP's tariffs have driven U.S. core PCE inflation to 2.9%, impacting crypto ETF flows as investors reassess risk in a HIGH-inflation environment.

Ethereum ETFs have attracted $9.4 billion in Q2 2025 inflows, reflecting a shift from Bitcoin's speculative model to Ethereum's utility-driven yields amid regulatory clarity.

Cryptocurrency Regulatory Trends

XRP is poised for U.S. spot ETF approval in fall 2025, following key futures milestones and new SEC listing standards, potentially boosting market confidence.

The Federal Circuit's ruling challenges the SEC's authority to regulate crypto transactions as securities, emphasizing the need for legislative clarity.

A court ruling questions the SEC's broad interpretation of securities laws, impacting its regulatory approach to cryptocurrency markets.

Japan Post BANK plans to launch DCJPY, a tokenized deposit system, in 2026, integrating digital currencies into Japan's financial sector.

Cryptocurrencies are entering Australia's $4.3 trillion superannuation market, marking a shift towards integrating digital assets into mainstream finance.

Trending Tokens

Trusted Smart Chain (TSC): TSC has launched its mainnet, providing a robust infrastructure for Real World Assets (RWAs) tokenization, enhancing blockchain's utility in connecting physical assets with decentralized technology.

Remittix (RTX): RTX is gaining traction as a utility-driven project targeting the $19 trillion remittance market, offering low transaction fees and deflationary tokenomics, attracting institutional and retail investors.

Solana (SOL): Solana's ecosystem has reached a new all-TIME HIGH in Total Value Locked (TVL) at $34 billion, driven by DEFI expansion and institutional adoption, showcasing its scalability and transaction speed.

XRP (XRP): XRP is emerging as a strategic bridge in CROSS-border payments, leveraging its regulatory clarity and partnerships to enhance its role in institutional finance and real-world asset tokenization.

Uniswap (UNI): Uniswap v4 has introduced significant gas optimizations and new features like Hooks, boosting its trading volume and maintaining its dominance in the decentralized exchange market.

Smart Money Movements

Trader 0x044d closed $17.68M SOL and $35.45M ETH short positions, securing a $1.06M profit, and opened a new $28.9M ETH long position using 20x leverage, indicating strategic market positioning.

A whale purchased 1,237 ETH at an average price of $4,393 on Binance, marking a significant investment shift into Ethereum after holding USDT for over a month.

Trend Research wallets transferred $9.53M in PENDLE and ENS to Binance, incurring a $1.928M loss, highlighting strategic repositioning in the crypto market.

A new wallet acquired $3.8M in HYPE tokens from FalconX, suggesting strategic positioning or investment by the wallet holder in the cryptocurrency market.

A Bitcoin whale transferred 3,000 BTC to an exchange, sparking concerns of a potential sell-off, following a previous sale that caused a significant price drop.

Events to Watch

September 1 (Monday)

September 3 (Wednesday)

September 3 (Wednesday)

September 5 (Friday)

III. Phemex Market Focus

New Listings

Phemex Promotions