Crowds are piling into Ethereum shorts!

On CME, the number of open ETH short contracts has hit an all-time high of 18,438

Sentiment is extremely bearish — but history shows that such crowded trades often lead to brutal short squeezes.

Is the market about to flip the script?

📉 Crypto’s favorite “M2 = BTC up” pattern just broke

👀 Bitcoin is showing its biggest divergence from the money supply (M2) in 2 years. Normally, M2 growth = inflation fears = more BTC buying. And yes, institutions are quietly stacking.

But there’s a catch: old whales with “free” coins are dumping hard. So instead of rocket fuel, we’re watching supply pressure weigh on the market.

Historically, September is Bitcoin’s weakest month with an average return of -3.12% (Coinglass).

Extra pressure this month:

• Sept 5 – labor market data
• Sept 11 – inflation report
• Sept 17 – Fed meeting

Volatility ahead — September could once again test BTC’s resilience.

🇺🇸 The US Congress is reviewing a bill that would require the Treasury to explore creating a “Strategic Bitcoin Reserve” and an official Digital Asset Stockpile

If passed, the US could join nations actively building state-level crypto reserves — a major shift in how governments view Bitcoin.

📈 Funds and public companies have quietly been stacking BTC — over the past year their combined bitcoin holdings grew by 5%, now making up 12.3% of total supply

Analysts say this steady accumulation is one of the main drivers behind Bitcoin’s 80% rally in the last 12 months.

📊Glassnode notes that long-term Bitcoin holders are cashing out profits at near-historic levels

Historically, such spikes in profit-taking often aligned with major market tops — a signal worth keeping an eye on.

According to Eric Balchunas, chances of new crypto ETFs launching are now at 100%!

Forms 19b-4 no longer matter — the only thing left is approval of the S-1 registrations by Corp Finance.

The spotlight is on the Solana ETF, which just filed its 4th amendment — meaning launch could drop any day now!

🏦 Institutions are going all-in on Bitcoin in 2025

According to fresh data, they’ve already bought 944,330 BTC — surpassing the entire 2024 total of 913,006 BTC. 💰👀

Big money clearly isn’t waiting for the next dip — they’re stacking BTC like never before.

Extreme Fear Returns to Crypto

As Bitcoin slid to $106,000, the Fear & Greed Index dropped to 22 — “Extreme Fear”, marking its lowest level since April.

Over the past 24 hours, nearly $900M in trader positions were liquidated, including $700M in longs.

While the number sounds heavy, analysts note that market participants are now more cautious after last week’s “Bloody Friday.

👀 Strategy bought only 168 BTC worth $18.6 million last week — the company now holds 640,418 BTC on its balance sheet (3% of the total supply).

It’s worth noting that Michael Saylor’s company shares have lost 14% over the past month. 📉

⚡️ Changpeng Zhao denies selling Aster tokens

Former Binance CEO Changpeng Zhao has denied rumors about selling 35 million ASTER worth $30.4 million, calling them fake.

✅ According to Lookonchain, the token transfer was an internal movement between Binance wallets and was not linked to CZ.

Short-term BTC holders are capitulating

Over 28,600 BTC (≈ $2.98B) were recently sent to exchanges at a loss by short-term holders. 💵

This signals classic capitulation behavior — investors panic-selling after buying higher. Historically, such waves often mark the late stage of a correction

Securitize and VanEck bring the tokenized VBILL fund to Aave

The tokenization platform Securitize and the global investment firm VanEck have integrated their tokenized U.S. Treasury bill fund, VBILL, into the Aave Horizon market, making the asset available in DeFi.

VBILL can now be used as collateral for borrowing. The fund’s valuation is provided through Chainlink NAVLink and LlamaGuard technology.

📉 If Bitcoin is repeating its previous cycles (2015–2018 and 2018–2022), the market peak may have already happened on October 26, marking the start of a new bear phase

That’s why many analysts are now talking about the end of the 4-year cycle and predicting the next big rally in 2026. 🚀

Let’s hope they’re right — nobody’s ready for another crypto winter just yet

🇯🇵 JAPAN'S TOP FINANCIAL REGULATOR TO CUT BITCOIN AND CRYPTO TAXES BY 60% IN 2026

Coinbase acquires Solana-based DEX Vector.fun

Coinbase has announced the acquisition of the decentralized exchange Vector.fun.

The integration will expand the company’s access to the Solana network and strengthen its strategy in the decentralized trading sector.

The deal was confirmed by Coinbase executive Max Branzburg. The price has not been disclosed, and the transaction is expected to close by the end of the year.

Exodus wallet developer to enter the crypto payments market

Exodus Movement has decided to acquire W3C Corp and its subsidiaries Baanx and Monavate for $175 million.

These companies provide payment infrastructure for fintech and crypto clients.

Exodus aims to build a full payment stack “from wallets to cards.”

🚀 $OPEN Buyback: A New 5 Million $OPEN Cycle Begins

The broader market looks quiet today. Momentum is slow, most charts are barely moving, and overall sentiment feels bearish. Yet $OPEN is breaking the silence with a completely different energy. It’s already up more than twelve percent, and trading volume has exploded by over fifty percent at a time when the rest of the market looks frozen. You rarely see a move like this unless serious accumulation is happening behind the scenes.

✔️ Now the new five million $OPEN buyback cycle is beginning, and the timing couldn’t be more interesting. $OPEN remains one of the few projects executing real, revenue-backed buybacks. When a token shows this level of strength before the buyback even starts, it usually signals that the next phase catches the entire market off guard. This is how a strong long-term reputation is built in real time for everyone to see.

👉 Check out the official announcement: Buyback program

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Crypto Fear & Greed at Extreme Fear (24)

The market is sitting at 24, signaling Extreme Fear.

CZ reminds everyone: “It’s better to sell when there is maximum greed, and buy when there is maximum fear.”

Meanwhile, Bitcoin has bounced back to $87,000 after dipping to $85,000 yesterday.