@frolickingflamin
– Exclusive catalysts for the crypto market are coming : Bitcoin ETFs continue to attract capital inflows, expectations for Ethereum ETF approval are rising, WLFI completed over $2.2 billion in token issuance on September 1, and over $1 billion in token unlocking, making the September 2025 crypto calendar full of volatility.
– Multiple scenario path interpretation : The baseline scenario tends to be a soft landing (BTC around $130,000, ETH over $5,000), but if interest rate cuts accelerate or WLFI triggers liquidity, a bull market may be ushered in; if inflation rebounds or policies are frustrated, risky assets may come under pressure across the board.
– Funding and positions are optimistic but fragile : ETF inflows, increased open interest, call option concentration, and record stablecoin supply all create tactical opportunities in the crypto in September 2025. However, changes in market expectations of interest rate cuts and WLFI demand could also trigger a reversal.
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