🚨The MOVE index has resumed making new lows closing Friday at 73.3, the lowest since January 2022.

Fed rhetoric is about to get even more dovish than at Jackson Hole.

[There is no end in sight for this bull, load up spot before everything explodes!]

🚨In FT interview, SEC Chair Paul Atkins signals shift to warning over fines.

*Atkins FT interview: No more surprise crackdowns for technical violations. Companies will get warnings for technical slip-ups before any action.

[This will send risk appetite through the roof. Load up spot before everything moons!]

🚨BULL BASE CASE UPDATE (exclusive analysis by @bullcase) Following the latest batch of US data (NFP, CPI, jobless claims), the 2Y Treasury yield (red curve on the chart) has been falling sharply, increasing the gap with the rates set by the Fed (black curve).

Every time 2Y yields diverged from Fed's rates (red bars), the Fed triggered a rate-cutting cycle that further lowered actual market rates as well. These cycles trigger bull markets that end when the Fed starts hiking again.

The MOVE index also keeps making new lows, confirming the Fed is only going to get more dovish soon. Therefore there are no hikes in sight for now.

In August we updated our base case from a top for Oct-Nov 2025, to Q2 2026. Inflation denial and recessionary signals across bankruptcies, housing, and labor markets indicated the Fed was likely going to get more dovish.

One month later, our base case has been confirmed again by 2Y bond yields. We're expecting 9 months of bull left from here.

Load up spot before it's too late!

🚨3-month correlation indicator, a measure of profit taking activity that shot up in March-April, seems set to break to new lows despite September's negative seasonality.

[Nobody is selling. Load up or you gonna miss the biggest bull market in the history of humanity!]

🚨Last week, flows into Bitcoin ETFs surpassed new supply by 8.93x times.

[Big money is only starting to flood crypto, you're still on time to BTFD!]

🚨Crypto ETP inflows rebounded to $3.3B last week, led by Bitcoin ETPs' $2.4B

[Big money is starting to flood crypto, BTFD!]

🚨$39.9T corporate treasury assets are starting to spill over into altcoins.

BTC & ETH DATs are already massive. Alt DATs is where the opportunity is at.

We're expecting a lot of new alt DAT announcements in the coming months.

[There will be a DAT for every alt coin, BTFD before Wall Street starts aping!]

🚨JD Power survey: only 29% of respondents used AI to research crypto topics in the last 3 months

[BTFD now while we're still in the pre-retail phase if you want asymmetric returns!

Bitcoin/Ethereum Spot ETF Flows: 15 September 2025

🟢 Bitcoin ETFs: $259.9M net inflows

🟢 Ethereum ETFs: $359.7M net inflows

🚨Standard Chartered report says many DATs are now falling below the critical mNAV level, making it difficult for them to acquire more assets. Only major players with cheap capital and solid strategies can survive. The rest are at risk of being crushed by consolidation.

[Foundation backed alt DATs for most coins in the top 50 are coming. Ignore the mNAV compression FUD and BTFD before Wall St starts aping!]

🚨Moody’s puts the 12-month US recession probability at 48%, just below the 50% threshold. Historically, the probability never got this high without a recession following up.

[Still many months of bull left. Ignore recession FUD, BTFD!]

🚨Blackrock: We stay risk on as the Federal Reserve likely resumes cutting policy rates this week. A softening labor market gives the Fed space to cut, helping ease brewing political tensions from higher interest rates.

Blackrock knows the September FOMC meeting is not just about a rate cut, but marks the beginning of a new rate cutting cycle.

[$3tn are about to flood markets, BTFD before everything moons!]

🚨Fund manager sentiment (per Bank of America) rose to the highest level since Feb '25 in September.

🚨Bitwise expects an imminent ‘ETPalooza’ similar to the ETF boom following the 2019 ETF rule once the SEC signs off on the Generic Listing Standards for ETPs proposed by major exchanges.

Expected impact on the Crypto ETP Space:

*reduced time-to-market
*Increased number and variety of products beyond BTC and ETH
*increased accessibility for retail and institutions

[BTFD before Wall St starts aping!]

🚨American Bitcoin now trading on Nasdaq. Ticker: $ABTC

American Bitcoin mines and accumulates BTC. It holds >2,400 BTC and recently raised $2.1B planned capital for expansion.

[Big money is about to flood crpto, BTFD before everything moons!]

🚨Crypto app rankings show retail still on the sidelines.

[We're still early, BTFD!]

🚨BofA Survey: 2/3 of fund managers have 0 allocation to crypto

[We're still early, BTFD!]

🚨Total funds borrowed for leveraged trades in retail margin accounts has climbed another 5% since reaching $1tn in June

[This is mostly from the top 10% income bracket. We're still in the pre-retail phase!]

🚨SOFR, the interest rate that dealers pay to borrow cash from each other overnight in the Treasury repo market, has spiked to 4.51%. This is 0.18% above IORB, the interest the Fed pays to the Banks on their Reserve Balances.

[A good reason for Powell to panic and deliver a 50bps cut tomorrow! BTFD!]

🚨MANY PRIVATE CREDIT FUNDS ALSO TRADING BELOW 80 CENTS ON THE DOLLAR FOLLOWING TRICOLOR COLLAPSE

[Another sign of systemic stress and a good reason for Powell to panic and deliver a 50bps cut tomorrow. BTFD!!]