Bitcoin enters September after a 24.95% August rally β powered largely by institutions.
πΊπΈ Spot BTC ETFs pulled in $3.52B in August, reversing the $5.30B net outflow from JanβJul.
But September brings risk:
β’ $BTC historically struggles after $3B+ ETF months
β’ Long-term holders were selling throughout the rally
β’ $3B Binance long liquidation leverage sits below price.
Key levels:
π΄ $77,057 support β risk toward $62,207
π’ $82,656 breakout β $91,719 β $100,782
September could decide whether August was the start of the next leg higher β or a liquidity-driven rally ready to unwind.
π Like & RP: https://x.com/WiseCrypto_/status/2094735637861793931
But September brings risk:
β’ $BTC historically struggles after $3B+ ETF months
β’ Long-term holders were selling throughout the rally
β’ $3B Binance long liquidation leverage sits below price.
Key levels:
π΄ $77,057 support β risk toward $62,207
π’ $82,656 breakout β $91,719 β $100,782
September could decide whether August was the start of the next leg higher β or a liquidity-driven rally ready to unwind.
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π΄ 50 major hacks β highest monthly count this year
πΈ $136.3M lost β down 49.5% from July
π Average loss fell to ~$2.7M per incident
Tectonicβs ~$74M exploit on Cronos dominated the month, but validators froze the network before the attacker could move most of the funds.
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One wallet turned ~$220K into $4.7M+ trading just two memecoins: $CASHCAT & $PONS.
β’ $106.5K β $672.6K on CASHCAT
β’ $113.7K β $4.3M+ on PONS, mostly unrealized
β’ Total profit: $4.7M+
The catch? Thin liquidity. Paper gains can disappear fast if selling hits.
Robinhood Chainβs memecoin gold rush continues.
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Bitcoin is hovering around $77.3K, but the key level is $75.8K.
π Lose $75.8K β bearish setup could strengthen
π Hold it β $83K May high could come back into focus.
The bigger concern: spot demand has turned negative, while long-term holder distribution jumped 61.5%, from 174.5K to 281.9K $BTC.
Pattern or not, supply vs. demand may decide $BTCβs next move. π
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β’ $NPC +206%
β’ $HNT +188.7%
β’ $PROM +154.1%
β’ $DOG +96.7%
β’ $PUMP +96.2%
β’ $STX +88.1%
But $KAITO crashed 67.9%. And history isnβt kind to September: $BTC has closed lower in ~8 of the last 13 years (61.5%).
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A 4H Head & Shoulders breakdown puts $71K in focus if the retest fails.
Seasonality points to ~$72.8K, while Glassnode sees deeper structural support at $62Kβ$65K.
The key level now? Reclaim the necklineβor risk $71K next. π
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But Fidelity isnβt ready to call the bear market over yet.
Low volatility + rising adoption could fuel the next leg higher, while the 4-year cycle still leaves room for another bottom.
Bull market or bounce?
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River estimates that if just 20β40% of global portfolios allocate 2β4% to $BTC, up to $5.3T could flow into Bitcoin.
With a fixed supply and a potential 3x market-value multiplier, Wall Street adoption could trigger a massive repricing.
$840K BTC? π
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π¨ CZ thinks $BTC could flip gold in the next bull run.
Bitcoinβs ~$1.6T market cap is roughly 10x below goldβs investable market.
That implies:
π― ~$697K BTC to match ~$14T investable gold
π― ~$1.54M BTC to match ~$31T of total above-ground gold
Fixed supply + shrinking issuance vs. growing gold supply.
If sovereigns keep adding BTC, the gold flip may be closer than it looks. π
But what do you think comes first: $BTC at $1M or Bitcoin flipping goldβs market cap?π₯
π Like & RP: https://x.com/WiseCrypto_/status/2096809871140352468
Bitcoinβs ~$1.6T market cap is roughly 10x below goldβs investable market.
That implies:
π― ~$697K BTC to match ~$14T investable gold
π― ~$1.54M BTC to match ~$31T of total above-ground gold
Fixed supply + shrinking issuance vs. growing gold supply.
If sovereigns keep adding BTC, the gold flip may be closer than it looks. π
But what do you think comes first: $BTC at $1M or Bitcoin flipping goldβs market cap?
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Harmony is sunsetting its Layer 1 after years of attacks β and $ONE is moving to Ethereum as a new ERC-20 token.
What $ONE holders need to know:
β’ No claim required β balances will be snapshotted
β’ New tokens airdropped to the same Ethereum addresses
β’ Exit smart contracts before Sept. 10
β’ Supply & emissions remain unchanged
$ONE is trading around $0.00074, still ~29% above its Aug. 12 ATL.
From a $100M+ bridge hack to a 4B ONE exploit⦠now the chain itself is ending.
Is this the end of $ONE β or a second chance on Ethereum? π
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3 to watch π
π $LINEA β Sept 10
960.1M tokens (~$2.75M)
3% of released supply
π $APT β Sept 11
11.31M tokens (~$7.09M)
0.65% of released supply
π $CHEEL β Sept 13
6.42M tokens (~$2.24M)
0.79% of released supply
Also watching $PEAQ, $BABY & $MOVE.
Token unlocks can add selling pressure and volatility.
Which unlock are you watching most closely? π
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US spot ETF flows for the week ending Sept. 4:
π $BTC: $986.9M (+6.7%)
π΅ $ETH: down sharply
π£ $SOL: $6.2M
β« $XRP: $19M
π’ $HYPE: $12.3M
The key: none saw net outflows. Investors arenβt dumping β buying simply slowed.
Meanwhile, $BTC gained 2.58% while $SOL barely moved +0.18%.
With US inflation data due Sept. 11, will Bitcoin ETFs keep outperforming altcoins? π
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$LAPTOP is set to launch Wednesday on Base, with ~30% of supply going to founders and another 20% earmarked for $TRUMP losers + Bidenβs audience.
The wildest part? A potential 30% burn depends on events including:
β’ BTC hitting a new ATH
β’ Democrats winning in 2028
β’ $LAPTOP flipping $TRUMPβs ~$2.26B FDV
Meanwhile, $TRUMP is down ~97% from its $73.43 peak.
And thereβs NO official contract address yet.
Until Hunter or his team posts one, every β$LAPTOPβ token you see could be a scam.
Would you touch this meme coinβor stay far away?
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Trader 0xbebb bought 18.6M $4Stock with $USDC.
Now worth $780K β a 177x return and the largest holder.
https://debank.com/profile/0xbebbad0b95ed88e6c56c8d79daa82257e97c3f44/history?token=0xd270d4e1ec6e6e0d28c0ecb8be966ec75997ffff_4Stock_bsc
Would you sell or hold?
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CZ says IPOs will move on-chain.
And the rails are already live.
$2.9B in tokenized stocks. 24/7 trading. Fractional ownership. Faster settlement.
TradFi doesnβt need new assets.
It needs crypto rails.
The next big IPO could launch on-chain. π
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The Ethereum Foundation is targeting December 2029 for a quantum-resistant base layerβacross execution, consensus, and data.
Why the rush? Itβs planning for βQ-dayβ as early as 2030, while ~65% of ETH reportedly sits in quantum-vulnerable addresses.
HegotΓ‘ is the first major test.
5 hard forks. ~7.2 months each.
Can Ethereum upgrade fast enough before quantum computing catches up?
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Glassnodeβs analysis points to one key driver: long-term holder supply.
LTH supply explains ~19% of BTCβs volatility variance, ahead of illiquid supply (~12%) and liveliness (~11%).
With ~83% of circulating $BTC held by long-term holders, liquid supply is getting tighter.
Low volatility = calm⦠until demand suddenly shifts.
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A trader spent ~$170K buying 28,448 $LAPTOP tokens.
https://debank.com/profile/0x4f9f0a0b6597435e7b6d8e24296dfed54b2763f5
Theyβre now worth just ~$21K at $0.87.
The meme coin already crashed ~98% from its $190.81 peak.
Another trader lost nearly $200K buying near the top.
Thin liquidity + extreme volatility = brutal lessons.
Would you ever buy a meme coin after a 98% crash? π
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For the first time since Dec. 2024, altcoin perpetual futures open interest has overtaken Bitcoinβs.
Thatβs a major red flag.
$BTCβs rally is being driven by spot demand + call skew, while leverage is piling into $ZEC and other high-risk altcoins.
$ZEC alone hit ~$2.4B in derivatives OI.
Michael Bucella says the setup is starting to resemble Oct. 2025 β right before the market-wide liquidation.
$BTC may look healthy. Altcoins?
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What if, instead of buying a new iPhone every year since 2011, you bought Bitcoin? π€
You could potentially be sitting on ~220
$BTC today. π
At ~$78,200 per $BTC, thatβs roughly $17.2 MILLION. π°
π± 2011 iPhone: 162 $BTC
π± 2026 iPhone 18 Pro: 0.015 $BTC
Same iPhone.
A radically stronger Bitcoin. βΏπ
π Like & RP: https://x.com/WiseCrypto_/status/2097952741419270558
You could potentially be sitting on ~220
$BTC today. π
At ~$78,200 per $BTC, thatβs roughly $17.2 MILLION. π°
π± 2011 iPhone: 162 $BTC
π± 2026 iPhone 18 Pro: 0.015 $BTC
Same iPhone.
A radically stronger Bitcoin. βΏ
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Gold is sitting near $4,347, right on the neckline of a daily head-and-shoulders pattern.
π Break below ~$4,335 β $3,950 target (~9% downside)
π₯ Reclaim $4,560 β bearish setup invalidated
Meanwhile, hot PPI, rising Treasury yields, a stronger dollar and oil above $105 are adding pressure.
But thereβs a catch: Gold ETFs pulled $18B in August, while central banks bought 288.9 tonnes in Q2.
CPI could decide the next move. Breakdown or fakeout?
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