Digital Currents Are We In For A Red September?
Sep 5, 2025
September raises intriguing questions about both crypto and equity markets. The performance of Bitcoin and Ethereum is scrutinized, alongside historical trends that paint September as a challenging month for equities. Recent Federal Reserve interest rate changes could further shake things up. Insights from a Global Adoption Index highlight global disparities in crypto use, while dynamic shifts in treasury market behaviors reveal strategic moves by notable investors. It's a captivating blend of economic trends and market innovation!
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Asia's In-Person Crypto Momentum
- Mark describes attending large crypto events in Hong Kong and Singapore with strong in-person turnout.
- He contrasts Asia's 'walk the walk' adoption with more talk and slower action in the U.S.
Treasury Buying Tightens Supply
- Institutional adoption is reshaping supply dynamics as corporate treasuries accumulate Bitcoin.
- Locking large amounts in treasuries reduces tradable supply and can exert upward pressure on price.
Prepare For An ETF Flight To Quality
- Accept that ETFs will attract investors who prefer managed wrappers over self-custody.
- Prepare for a flight-to-quality where some crypto ETFs outperform while many niche funds fade.