Fundstrat: The Fed is about to cut rates for the first time in 9 months. Cuts in expansionary cycles have always been followed by higher prices in the next 1-12 months.

🚨MIND THE ROTATION FROM ETH ETFS TO ETH TREASURIES (exclusive analysis by @bullcase)

ETH is a yield bearing asset and at some point companies realize that contrary to BTC, it’s much better to hold Eth directly and stake it instead of holding it through an ETF.

Eth ETF flows since Aug 28: -213,378 ETH
Eth Treasury flows since Aug 28: +268,853 ETH

The current dip in ETH is driven by this massive rotation happening from ETFs into treasuries.

The usual suspects in the mainstream media are trying to capitalize on this rotation by focusing on ETF outflows. This has benefited ETH treasuries, that have soaked up an extra 55,475 ETH in sell pressure.

Ignore the FUD and BTFD!

🚨Crypto asset manager CoinShares to go public in US via SPAC deal with Vine Hill Capital SPAC and Odysseus Holdings, valuing the firm at $1.2 billion.

*A $50M private placement is planned, with the deal expected to close by December 2025.

[Average SPAC IPO size in 2025 is $205M, the highest since 2021. In case anyone was worried about where risk appetite is at]

The spot volume of Ethereum on CEXs has surpassed that of BTC for first time in at least 5 years.

[Let the rotation from ETH spot ETFs into ETH Treasuries continue, BTFD!]

🚨Nasdaq to invest $50 million in Crypto exchange Gemini. -Reuters

[Crypto spot trading is coming to a stock exchange near you, BTFD!]

Bitcoin/Ethereum ETF Flows: 8 September 2025

🟢Bitcoin ETFs: $364.3M net inflows

🔴Ethereum ETFs: -$96.7M net outflows

🔥Bitmine's Treasury alone added $44M in ETH

[The Great Rotation out of ETH ETFs into ETH treasuries continues, BTFD!]

🚨After today’s -911,000 BLS job revision, the largest annual revision on record, Bessent is calling for make-up cuts in September. [Jet fuel incoming, BTFD!]

🚨Zombie firms (like Sharplink) surge during periods of ultra low or declining rates, as cheap financing helps keep unprofitable firms afloat.

Rate cut resumption in September should support a surge in zombies and funnel more liquidity into alts as they adopt the ETH Treasury Strategy of buying and staking ETH to generate revenue.

[BTFD before zombies scoop up all the cheap ETH!]

ICYMI: SCOTUS has agreed to fast-track Trump's tariff appeal, with a hearing scheduled for the first week of November.

*The ruling could take several months and will likely not come in time to impact the current bull market. Until then, existing tariffs remain in effect.

[Global inflation will keep accelerating and stablecoins will facilitate massive flows into crypto as inflation hedge. BTFD!]

🚨MetaPlanet to raise another ¥212.9B ($1.4B) to buy Bitcoin and hedge against the trade war debasement of the Yen and the USD.

[Wait until zombies around the world start buying ETH for revenue, BTFD!]

🚨India holds back on full crypto framework as gov fears regulation would give legitimacy and make crypto "systemic".

*RBI: regulation won’t really contain the risks
*Ban seen as ineffective vs. P2P/DEXs
*Taxes, limited oversight to remain to deter speculative use

India has realized the best strategy is not to fight, but to lay low. There will be massive, inevitable flows into crypto as result of tariffs. Trying to stop them with regulations will only accelerate escape velocity.

[Inflation hedge trade about to go global, BTFD before everything blows up!]

🚨Stephen Miran's nomination for a position on the Federal Reserve Board of Governors was advanced by the Senate Banking Committee with a vote of 13-11.

[Fed independence risk is bullish crypto, BTFD!]

🚨Inspector General to review BLS data collection and revisions [If we dip because of this, BTFD!]

🚨Alabama senator warns GENIUS Act's loophole could trigger $6.6T deposit outflow from small banks. Incentives to withdraw funds or close accounts at small community banks in the state would decrease their ability to offer loans.

[A lot of liquidity is about to flood crypto through stablecoins thanks to GENIUS and there is nothing anyone can do to stop it. BTFD and borrow on Aave if you must!]

🚨Stablecoin reserves on exchanges, a key indicator of dry powder ready to be deployed, have hit an ATH of $70B. [The bull hasn't even started yet, BTFD before institutions & VCs start pumping their coins on exchanges!]

🚨The portion of 'altered' CPI data reported by the government has surged from 0% in January to 40% today.

Wanna know what the real CPI is? Good luck finding out!

[The Fed is flying blind, and that's bullish. BTFD!]

🚨Following today's mostly in-line CPI report, BoA & Goldman updated their PCE estimates.

*BoA: August core PCE at 0.23% m/m, down 4bp from initial 0.27% estimate. y/y at 2.9%.

*Goldman: August core PCE +0.20% m/m (down 10bp from initial 0.30% estimate prior to today's CPI report). Y/y at +2.92%.

Numbers don't lie, there is not much for the FOMC to fret about when it comes to inflation.

[Jet fuel incoming, BTFD!]

🚨After today's unexpected surge in jobless claims (highest in 3 years), markets are pricing in ~86% chance of 3 or more cuts by December 2025.

[Jet fuel incoming, BTFD!]

🚨According to the 2025 Goldman Sachs Family Office Investment Insights report, the percentage of family offices invested in cryptocurrencies has increased from 26% in 2023 to 33% in 2025. Actual allocations remain small, grouped within the ‘Other’ category.

[GENIUS fixes this, BTFD before family offices start bidding!]

🚨WRESBAL (the reserve balances of commercial banks held at the Fed) dropped another $21B this week, to $3,160B.

WRESBAL outflows will accelerate when the Fed starts cutting rates next week.

[$3tn are about to flood markets and go risk on, BTFD!]