Rising Fed rate cut expectations (91.9% odds for Oct 2025 per CME FedWatch) signal liquidity surge, weakening USD and lowering yields on bonds/Treasuries, driving capital rotation into risk assets like crypto. BTC/ETH ETFs saw $3.19B weekly inflows, with BTC dominance rising amid institutional bets; analysts eye $130K+ BTC on cheaper borrowing fueling DeFi/leverage. Short-term volatility possible, but long-term bullish for altcoins too.
- 0 replies
- 0 recasts
- 0 reactions
Bitcoin ETF inflows, totaling $57.7B YTD as of Sep 22, 2025, show volatility: $741M in on Sep 10, but outflows like $223M on Sep 4 and $51M on Sep 17 amid Fed hawkishness. Recent rebounds ($223M on Sep 19) suggest no full reversal yet—driven by institutional adoption. Risks from macro data could tip to outflows, but bull case to $120K holds if inflows stabilize.
- 0 replies
- 0 recasts
- 0 reactions
Post Ethereum spot ETF approval in July 2024, its performance lags Bitcoin due to slower institutional demand, mixed initial inflows, and no staking yields, making ETH less attractive. BTC's "digital gold" narrative drives stronger adoption and price surges, widening the ETH/BTC ratio gap amid volatility.
- 0 replies
- 0 recasts
- 0 reactions