I. Crypto Market Overview

Key Takeaways

1.

Macro Environment

The Federal Reserve's upcoming policy meeting on September 16-17, 2025, is expected to be contentious, with markets implying an 87% chance of a 0.25% interest rate cut. This meeting could significantly impact the crypto market, which is currently at a crossroads between seasonal weakness and potential monetary policy relief. The US employment report, a key labor data release, is set to be released on Friday, 5 September 2025. This report is the final MAJOR labor data before the next FOMC meeting on 16-17 September 2025. El Salvador has moved its national Bitcoin reserve into multiple new wallets, citing quantum computing risks. The MOVE was announced by the country's National Bitcoin Office.
2.

Crypto Market

The SEC's Project Crypto aims to clarify digital assets' security status, impacting trading and management of cryptocurrencies. El Salvador's MOVE to secure Bitcoin from quantum threats highlights security concerns in crypto holdings. Institutional interest in Ethereum grows, with significant investments from Yunfeng Financial and SharpLink Gaming. The crypto market shows a fear sentiment with a score of 39, indicating cautious investor behavior. Total market cap stands at $3.83T, with a 1.39% increase in the last 24 hours.
3.

This Week's Outlook

Canaan Inc. will participate in the 5th Annual Needham VIRTUAL Crypto Conference on September 4, 2025, discussing blockchain advancements. Senate confirmation hearings for Stephen Miran on September 4 could impact perceptions of Fed independence and influence USD trends. The US employment report release on September 5 is crucial for labor data before the FOMC meeting, influencing crypto markets. TOKEN unlocks for CFX and ONDO on September 5 may affect their market prices. Eric TRUMP will speak at the Upbit D Conference in Seoul on September 9, discussing digital asset trends and future outlook.
Fear and Greed Index
90.00% Annual Percentile
39 Fear
Total Crypto Market Cap
$3.83T
1.39%
Total Market Trading Volume
$169.35B
12.73%
Altcoin Season Index
33.33%
Quarterly Percentile
49 / 100
Total Futures Market Open Interest
3.92B
1.08%
Futures
964.85B
0.48%
Perpetuals

II. Industry Updates

Macro-economic Policies

1.

The U.S. Commerce Department integrates key economic indicators like GDP onto blockchain, using PYTH and Chainlink oracles, boosting interest in $PYTH and $LINK.

2.

US regulators, including the Federal Reserve, are scaling back BANK inspections, reflecting a narrowing scope of regulatory reviews.

3.

The SEC launches Project Crypto to clarify digital assets' security status, impacting trading and management of cryptocurrencies.

1.

The SEC has launched Project Crypto to clarify which digital assets qualify as securities, impacting trading and management of digital assets.

2.

India plans to introduce new crypto tax reporting rules under OECD guidelines, affecting global crypto asset reporting and taxation.

3.

Hong Kong reinforces its role as a regulated crypto hub, attracting institutional investors with new licenses and regulatory clarity.

4.

South Korea's FSC nominee expresses skepticism towards crypto, potentially influencing future regulatory policies in the country.

5.

El Salvador moves Bitcoin reserves to new addresses to counter quantum computing threats, highlighting security concerns in crypto holdings.

1.

Starknet (STRK): Starknet has resumed block production after a significant outage caused by the Grinta upgrade. The network aims to enhance decentralization and efficiency, despite recent disruptions.

2.

Venus Protocol (XVS): A phishing attack led to a $27 million loss for a user, highlighting the importance of security in DEFI. The incident underscores the need for user education and robust security measures.

3.

World Liberty Financial (WLFI): The TRUMP family's stake in WLFI surged to $5 billion following a TOKEN unlock, reflecting increased activity and interest in the project.

4.

Ethereum (ETH): Propanc Biopharma plans to INVEST $100 million in Ethereum, emphasizing its smart contract capabilities and liquidity advantages over Bitcoin.

5.

Tron (TRX): Tron Inc. received a $110 million investment, boosting its TRX holdings to $220 million, solidifying its position as a MAJOR player in blockchain asset management.

Smart Money Movements

1.

Yunfeng Financial acquired 10,000 ETH for $44 million, highlighting growing institutional interest in Ethereum.

2.

Propanc Biopharma announced a $100 million investment in Ethereum to diversify its asset allocation strategy.

3.

Empery Digital increased its Bitcoin holdings by 16.51 BTC, now totaling 4,081.39 BTC, valued at approximately $480 million.

4.

SharpLink Gaming acquired 39,000 ETH, valued at $176.67 million, underscoring continued corporate interest in Ethereum.

5.

CEA Industries increased its BNB holdings to 388,888 tokens, valued at $330 million, aiming to hold 1% of total BNB supply by year-end.

Events to Watch

September 4 (Thursday)

Canaan Inc. will participate in the 5th Annual Needham Virtual Crypto Conference, discussing blockchain advancements.

September 4 (Thursday)

Senate confirmation hearings for Stephen Miran, impacting Fed's independence and USD trends.

September 5 (Friday)

US employment report release, crucial for labor data before the FOMC meeting, influencing crypto markets.

September 5 (Friday)

$12 million token unlocks for CFX and ONDO, potentially affecting their market prices.

September 9 (Tuesday)

Eric Trump to speak at Upbit D Conference in Seoul, discussing digital asset trends and future outlook.

III. Phemex Market Focus

New Listings

Phemex will list the new spot trading pair Q/USDT, a modular governance infrastructure for decentralized organizations.
Phemex will list the new spot trading pair FOREST/USDT, a next-generation Launchpad and AMM on BNB Chain.
Phemex will list the new spot trading pair SOMI/USDT, an EVM-compatible Layer 1 blockchain for real-time applications.
Phemex will be listing the new futures trading pair QUSDT, a linear USDT-margined contract with hedge mode support.
Phemex will be listing the new futures trading pair SOMIUSDT, a linear USDT-margined contract with hedge mode support.

Phemex Promotions

$50,000 Candy Bomb! Participate in the listing event to share rewards.
$50,000 Candy Bomb! Join the WLFI listing celebration and earn rewards.
Invite friends to complete tasks and share 50,000 USDT together.