Key TakeawaysBitcoin starts September near $107,000, entering its historically weakest month with average losses of 6% over the past 12 years.MicroStrategy’s Bitcoin premium is slipping, reflecting doubts about corporate treasury strategies centered on BTC.DOGE led altcoin declines with a 4.5% drop, while ETH, SOL, and XRP also traded lower.September’s bearish seasonality could be offset by Fed rate-cut bets, though ETF outflows remain a downside risk.Bitcoin Opens September Under Seasonal PressureBitcoin (BTC) enters September trading just above $107,000, a level that puts the asset in the spotlight as history warns of weakness ahead.Since 2013, BTC has posted losses in eight of the past twelve Septembers, with an average decline of around 6%. Notable drawdowns include a 19% slump in 2014 and a 13% drop in 2019, while only three Septembers — 2015, 2016, and 2023 — closed in the green with modest gains.Nick Ruck, director at LVRG Research, noted that MicroStrategy’s premium over Bitcoin has faded at the same time, raising questions about corporate treasury models centered exclusively on BTC.“MicroStrategy’s struggle to maintain its Bitcoin premium reflects a broader market shift, where investors are reevaluating the sustainability of corporate treasury strategies focused solely on crypto accumulation,” Ruck said.Macro and ETF Flows in FocusWhile historical seasonality suggests downside risk, September also opens with expectations that the Federal Reserve could cut interest rates, a potential tailwind for risk assets.On the other hand, continued outflows from spot Bitcoin ETFs or further weakness in equities could reinforce September’s bearish pattern and push BTC closer to the $100,000 support zone.Altcoins See Broad PullbackEther (ETH): Down 1.7% to $4,390Solana (SOL): Down 3.4% to $197.6XRP: Down 4.3% to $2.72Dogecoin (DOGE): Down 4.5% to $0.21, leading declinesThe move comes after a strong summer rally that has now cooled into profit-taking, with traders eyeing whether September’s pattern will repeat in 2025, according to CoinDesk.

Key TakeawaysA whale sold 500B PEPE ($4.8M) on Binance, triggering a 1% intraday dip.Despite pressure, PEPE rebounded from $0.00000938 lows with sustained buying interest.Whale accumulation is rising — holdings on Ethereum are up 1.46% in 30 days.PEPE continues to outperform the memecoin sector, which fell nearly 3% in 24h.Whale Selling Meets Strong Market SupportPEPE faced selling pressure on Monday after a large token holder transferred 500 billion PEPE worth $4.8 million to Binance, contributing to a short-term dip near $0.00000938. The move came at a loss of roughly $450,000 after a 40-day downtrend.Despite this, PEPE staged a sharp rebound, trading around $0.00000992 as buyers stepped in to absorb supply. More than 3.26 trillion PEPE tokens exchanged hands during the session, with the strongest volumes recorded during the recovery phase.Whale Holdings Show ConfidenceBlockchain data shows the seller still retains 1.5 trillion PEPE worth $14M, while broader whale holdings on Ethereum rose 1.46% in the past 30 days, according to Nansen. This suggests opportunistic accumulation even as individual whales take profit.Technical PictureSupport: $0.00000938 defended strongly.Resistance: Firm below $0.00001; breaking this level is key for further upside.Momentum: Price swung within a 6% intraday range but closed near recovery highs.Sector ContextWhile the CoinDesk Memecoin Index (CDMEME) fell nearly 3% in 24h, PEPE’s ~1% drop underscored relative strength against other meme tokens. Sustained buying at support levels highlights continued confidence from parts of the market, according to CoinDesk.

Key Takeaways:DOGE defended $0.21 and rebounded to $0.22 on 808.9M turnover, more than double weekly averages.$0.225 is the key breakout level that could confirm upside toward $0.25–$0.30.On-chain data flagged institutional accumulation during the recovery.DOGE Rebounds on Heavy TurnoverDogecoin (DOGE) staged a sharp recovery after testing $0.21 support, rebounding to $0.22 as trading volumes spiked. On-chain trackers recorded 808.9 million DOGE exchanged between Aug. 31 and Sept. 1, a 14% jump compared with the weekly average of 378.5M, signaling elevated institutional activity.The rebound came amid broader altcoin volatility as Bitcoin slipped intraday, while meme coin traders rotated into smaller names like XYZVerse and MAGACOIN FINANCE.Technical Levels to WatchSupport: $0.21 remains the structural floor, defended multiple times during the overnight sell-off.Resistance: $0.22 is capping gains, with $0.225 the breakout trigger.Momentum: RSI sits in the mid-50s (neutral-to-bullish), while MACD compression hints at a potential bullish crossover.Pattern: DOGE is forming a short-term consolidation band. Clearing resistance would validate a potential cup-and-handle setup targeting $0.25–$0.30.What Traders Are WatchingA decisive close above $0.225 to confirm bullish continuation.Whether $0.21 support holds under renewed selling pressure.Futures open interest and whale exchange flows as leading sentiment indicators.Macro drivers such as Fed policy and trade headlines that could influence risk appetite.

Key Takeaways:Bitcoin’s realized capitalization rose to an all-time high of $1.05 trillion, per Glassnode.The metric measures coins at the price they last moved, unlike market cap, which revalues all coins at spot.Rising realized cap amid falling prices signals long-term holder conviction and a stronger network base.Realized Cap Hits Fresh RecordBitcoin’s (BTC) realized capitalization has climbed to a record $1.05 trillion, Glassnode data shows, even as the asset trades more than 12% below its all-time high near $124,000.Unlike market capitalization, which values all circulating coins at the current spot price, realized cap adjusts only when coins move on-chain. This approach accounts for the actual price paid by investors, offering a clearer view of capital committed to the network.Investor Conviction Despite Price DropThe divergence between spot market weakness and realized cap strength suggests resilient conviction among Bitcoin holders. Dormant wallets, long-term investors, and lost coins act as stabilizers, insulating realized cap from short-term volatility.Historically, realized cap fell sharply during prior bear markets:2014–15: −20%2018: −20%2022: −18%This cycle, however, realized cap is still rising, signaling a stronger base of committed capital compared with previous downturns.What It Means for BitcoinThe record high in realized cap highlights how Bitcoin’s underlying economic backbone continues to strengthen, even as its spot price faces volatility. For analysts, the metric suggests the current correction may be cushioned by long-term holders who remain unwilling to sell.

Key Takeaways: Solana has quietly been one of the better performers in the market. At press time, it was trading just under $200, around $198, after slipping by a little more than 3% in the past day. source: https://www.thecoinrepublic.com/2025/09/01/solana-price-prediction-confirms-path-to-300-but-in-september/

Key Takeaways:Polygon’s POL token surged 16% over the weekend, touching $0.29, its highest level since March.Gains came as the CoinDesk 20 Index stayed flat, with Bitcoin and Ethereum posting only modest moves.U.S. government blockchain initiatives and Polygon’s USDT0 integration may have fueled optimism.Technical models highlight bullish momentum, with support near $0.277–$0.278.Polygon Outperforms as Broader Market StallsPolygon’s native token POL outpaced the crypto market over the weekend, climbing 16% from Friday through early Monday to briefly reach $0.29, according to CoinDesk data. This marked the token’s strongest level since early March before retracing slightly below $0.28.The broader CoinDesk 20 Index — a benchmark tracking the top digital assets — remained largely unchanged, with Bitcoin (BTC) and Ether (ETH) registering only modest gains. The divergence highlights Polygon’s outsized performance against a subdued market backdrop.Possible Catalysts: U.S. Blockchain Push & Stablecoin LiquidityWhile no single trigger explained the rally, recent developments may have strengthened investor sentiment. Polygon was highlighted in a U.S. government initiative exploring blockchain rails for releasing key economic data such as GDP, underscoring its growing institutional relevance.Separately, the network announced an integration with USDT0, a Tether-focused cross-chain stablecoin protocol. The move could reinforce Polygon’s role as a key hub for stablecoin liquidity flows, boosting adoption and utility for DeFi applications.Technical Outlook: Support EmergingCoinDesk Research models flagged bullish momentum in POL’s price action. Analysts noted that while the token has consolidated from its weekend peak, buying pressure near the $0.277–$0.278 range signals strong support that could sustain further upside.If momentum holds, traders will watch for a retest of the $0.30 psychological level, which has acted as a major resistance zone in past cycles.

BNB extended its pullback on Monday, slipping below $860 after intraday swings failed to break resistance near $868, data from CoinDesk Research shows.The move comes after the token briefly touched an all-time high of $900 late last month but has since struggled to reclaim bullish momentum. Over the past 24 hours, BNB traded between $849.88 and $868.76, with heavy selling pressure emerging near the upper range.Despite the price weakness, underlying network activity surged. Daily active wallet addresses on BNB Chain doubled to 2.5 million, according to DeFiLlama. However, overall transaction volumes have steadily declined since late June, signaling a disconnect between wallet growth and actual network usage.Traders brace for Fed signalsBNB’s price swings are unfolding against a backdrop of global macro uncertainty. This week, U.S. manufacturing and services surveys along with August payroll data could shape expectations for the Federal Reserve’s September policy decision.The CME FedWatch tool shows a 90% probability of a 25 basis-point rate cut, while prediction market Polymarket assigns 82% odds. Lower rates could provide tailwinds for risk assets, but traders remain cautious ahead of the release.Technical analysis: key levels in playBNB’s attempt to rally from $860.30 to $868.08 was met with strong resistance around $867–$868, now established as a critical ceiling. Trading volume spiked to 72,000 tokens, well above the average of 54,000, signaling heavy participation during the failed breakout.After rejection, the token retraced to the $850–$855 zone, where buying interest emerged. A volume spike at $851.40 suggested strong demand at lower levels, keeping BNB anchored for now.

Key Takeaways:XRP trades at $2.74, down 2.38% in the past 24 hours.Analyst Ali Martinez warns that losing $2.70–$2.77 support could trigger a drop toward $2.40.A breakout above $2.90 could pave the way for a rally to $3.70.XRP trades sideways between support and resistanceXRP hovered near $2.75 on Monday, as traders monitored crucial support and resistance zones. The token reached an intraday high of $2.8325 before sellers capped gains, while buyers stepped in at $2.7034, keeping price within a tight range, according to CoinDesk Data.The sideways action reflects a broader tug-of-war between bulls defending the $2.70–$2.77 zone and bears capping advances above $2.80.Analyst maps downside and upside targetsCrypto analyst Ali Martinez warned on Aug. 31 that losing $2.77 support could open the door to a correction toward $2.40. He described the level as a critical line where bulls need to show strength to prevent deeper losses.In a follow-up post on Sept. 1, Martinez updated his roadmap:Defend $2.70 as a base.Break $2.90 to flip momentum bullish.Target $3.70 if both conditions are met.“Roadmap: hold $2.70, break $2.90, target $3.70,” Martinez summarized.Market outlook: consolidation before next moveThe 24-hour trading chart shows how Martinez’s levels are playing out in real time, with buyers stepping in below $2.75 and heavy sell pressure above $2.80.Trading volume spiked during each attempt to break higher, signaling strong resistance from sellers not yet ready to allow further upside.For now, XRP remains boxed in between these levels. Whether bulls can keep the token anchored above its support zone long enough could determine if a breakout toward $3.70 materializes — or if bears drag it closer to $2.40 in the coming sessions, according to CoinDesk.

Key Takeaways:Tokenized gold market cap hit a record $2.57 billion, led by Tether’s XAUT and Paxos’ PAXG.XAUT supply surged by $437 million in August, while PAXG attracted $141.5 million inflows since June.Gold trades near $3,470 per ounce, close to April’s all-time high amid rising safe-haven demand.Tokenized gold market reaches record sizeThe market for gold-backed crypto tokens has surged to a record $2.57 billion, as demand for safe-haven assets rises with gold nearing its all-time high, according to data from CoinGecko.The two leading tokenized gold products — Tether Gold (XAUT) and Paxos Gold (PAXG) — have been the main drivers of growth, with both tokens seeing substantial inflows over the past few months.XAUT leads with $437M supply jumpXAUT, issued by Tether, the company behind USDT, expanded its market cap to $1.3 billion after a fresh minting of 129,000 tokens in early August on Ethereum, worth roughly $437 million, blockchain data from Etherscan shows.This marks XAUT’s largest single-month supply increase to date.PAXG inflows fuel $983M recordMeanwhile, PAXG, issued by U.S.-based Paxos, swelled to a market size of $983 million, per DefiLlama. The token has attracted $141.5 million in net inflows since June, pushing it close to the $1 billion milestone.Both tokens are fully backed by physical gold bars held in custody and designed to track spot gold prices.Gold nears April highs on safe-haven demandThe surge in tokenized gold demand comes as the spot gold price hovers near $3,470 per ounce, just below the record set on April 22 during heightened tariff tensions.Gold’s latest rally has been supported by safe-haven demand and a steepening U.S. Treasury yield curve, factors that traditionally increase investor appetite for both physical and tokenized gold.

Key Takeaways:September has historically been Bitcoin’s weakest month, with average returns of −3.8%.Analysts argue this year could break the pattern, with BTC targeting $124,500 within 4–6 weeks.A weakening U.S. dollar and expected Fed rate cuts may provide a bullish macro tailwind.September is usually Bitcoin’s weakest monthBitcoin closed August in the red for the first time since April, reviving fears that the downtrend could extend into September.Historically, September has been the worst-performing month for BTC. Since 2013, Bitcoin has posted losses in 8 of the past 12 Septembers, averaging −3.8% returns. This “September Effect” often mirrors equities, where the S&P 500 averages −1.2% in September as investors rebalance ahead of Q4.However, Bitcoin’s seasonal trend also shows that green Septembers tend to follow a red August, suggesting sellers may have already front-run the month’s weakness.Analysts see parallels with Bitcoin’s 2017 rallyCrypto analyst Rekt Fencer argues that “a September dump is not coming,” comparing 2025 price action to 2017.Both cycles saw BTC sell off in late August, retest key support, and then rebound strongly. In 2017, that reversal sparked the parabolic run to $20,000.Today, Bitcoin is once again consolidating between $105,000 and $110,000, a level that has flipped from resistance into support — a bullish technical setup.Analyst ZYN highlights a hidden bullish divergence on the weekly Relative Strength Index (RSI), signaling that momentum is stronger than price alone suggests. This setup could send BTC above $124,500 within the next 4–6 weeks, potentially making September a breakout month instead of a breakdown.Macro tailwinds: weaker dollar, Fed rate cutsBeyond technicals, Bitcoin may benefit from macroeconomic forces.The U.S. Dollar Index (DXY) has weakened, with its 52-week correlation to BTC slipping to −0.25, the weakest in two years. A softer dollar historically boosts Bitcoin and risk assets.Traders also expect the Federal Reserve to begin cutting interest rates this fall, injecting liquidity back into markets.“Two rate cuts mean trillions will flow into the crypto market,” analyst Ash Crypto said. “We are about to enter a parabolic phase where altcoins will explode 10x–50x.”Bottom lineWhile history suggests Bitcoin faces seasonal weakness in September, technical and macro factors may favor a rebound this year. If support at $105K–$110K holds, BTC could challenge its $124,500 record high by October, according to Cointelegraph.

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