Empire Hivemind: Where Do Crypto Markets Go Next?
36 snips
Sep 4, 2025 Dive into the current buzz of crypto markets with insights on Bitcoin's seasonal trends and liquidity dynamics. Explore the rivalry between Solana and Base, and how collectible card games like Pokémon are reshaping investment strategies. Unpack innovative models like creator coins and streaming platforms that merge entertainment with finance. Plus, get the latest on Plasma's TGE, stablecoins, and Tom Lee's views on Ethereum. With skepticism around market predictions, the discussion reveals the evolving landscape of digital assets and their future potential.
AI Snips
Chapters
Transcript
Episode notes
Seasonality And Rate Cuts Shape Near-Term BTC
- Bitcoin is likely to be choppy in Aug–Sep due to seasonality and priced-in rate cut expectations.
- Expect a stronger bull case three to six months after cuts as liquidity and sentiment improve.
TGA Refill Is A Temporary Liquidity Headwind
- Treasury General Account (TGA) refills drain liquidity and can mute risk appetite during August–September.
- Combined with DAT buying limits, this creates sideways price action and reduced appetite for new risk.
Reduce Risk And Buy Dips Strategically
- Avoid taking excessive risk during this choppy August–September window and wait for clearer liquidity signals.
- Use dips to add to core positions rather than trading aggressively.