🚨$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!!]

🚨Early Cycle Signs: Temporary help services and overtime hours in nonfarm payrolls have bottomed and are rising.

Historically this has marked the start of a new expansionary cycle.

[This is inline with our base case of 9 more months of bull. BTFD!]

🚨BofA Survey: 47% of professional fund managers expect the Fed to cut rates 4 or more times in the next 12 months.

[It's not just tomorrow, we're at the beginning of a whole new rate-cutting cycle. Bullish, innit?]

🚨Over $25B flowed into DATs in Q3 so far, 54% of that went into ETH alone. The rest flew in alts like SOL, BNB, SUI and even newer entrants like HYPE.

The DAT trade is expanding beyond BTC/ETH signaling corporate treasuries see asymmetric upside in alts.

[Most altcoins in the top 50 will get DATs. BTFD before everything moons!]

🚨More onchain evidence of fresh "dry powder" building up for deployment ahead of FOMC: over $9bn in stablecoins has flowed into exchanges in the past 48 hours.

[BTFD before big money pumps everything!]