Trend Identification and Momentum - The 200-day moving average is a key indicator for identifying momentum in crypto markets, with price above indicating bullish control and price below indicating bearish control [4] - A potential buying opportunity arises when a crypto asset, after being below the 200-day moving average for weeks or months, closes a full day above it, especially when accompanied by a fundamental catalyst like a product launch or user growth [5][7] - Stablecoin supply growth is a powerful indicator; expanding supply during a 200-day reclaim increases confidence in the move's sustainability [8] - It's crucial to ignore the 200-day moving average when fundamentals, such as significant supply unlocks or team departures, contradict the technical signals [9] Identifying Market Tops and Bottoms - The PI cycle top, a combination of the 111-day and 350-day moving averages on BTC, serves as an alarm for potential market tops when the fast line crosses above the slow line [17] - The MVRV z-score (zed score) uses on-chain data to determine if BTC is over or underpriced compared to the average cost basis of holders; a high score indicates unrealized profit and potential tops, while a low score suggests market bottoms [20][21] - The zed score's behavior may differ from previous cycles due to the influence of large buyers like ETFs and digital asset treasuries, which are re-anchoring supply at higher prices [24] - The zed score is expected to be more reliable as a bottom signal due to the potential for long liquidity wipeouts and liquidations of smaller crypto treasuries during a harsh bear market [27][29] Trading Sideways Markets - The Relative Strength Index (RSI) is useful in sideways markets; look for bounces when price is near support and RSI is low (30-40 or lower), and exits when price is near resistance and RSI is high (60-70 or higher) [42] - Bollinger Bands, which expand with rising volatility and tighten when the market is calm, can be combined with RSI for trading sideways markets; sell when RSI is over 70 and price tags the upper band, and vice versa [44] Market Fundamentals - Ethereum funds saw inflows of nearly $4 billion, indicating a clear allocation preference from large buyers [34] - The total stablecoin market cap is above $280 billion, providing fresh capital for price action [34] - September will see $45 billion unlocked across the altcoin spectrum, so it's better to focus on tokens that don't have heavy unlock schedules in their immediate future [35]

Overview - Pump.fun experienced a dramatic comeback, reclaiming 90% market dominance after losing 80% to a competitor [1] - The platform generated over $19 million for its creators in a single week, leading to a multi-billion dollar valuation of its native token [1] Business Model & Revenue - Project Ascend, launched on September 3rd, introduced a dynamic fee model where creator fees are tied to token market cap, resulting in $1.3 million in creator fees within 12 hours and over $19 million within a week [1] - Daily platform revenue reached a new all-time high of over $3 million [1] - From August 28th to September 3rd, the platform spent almost $12.2 million on token repurchases, representing 98.23% of its weekly revenue, reducing circulating supply by 5.36% [1] - To date, the buyback program has spent nearly $72 million buying back pump tokens [1] Risks & Challenges - Pump.fun faces a consolidated class action lawsuit seeking $5.5 billion in damages, alleging operation as an unlicensed casino and facilitating the sale of unregistered securities [3][4] - A former employee exploited administrative privileges to steal around $1.9 million worth of SOL [5] - The platform faces ongoing challenges in content moderation, balancing creativity with preventing harmful content [6][7] - The aggressive buyback program, consuming 98% of weekly revenue, is not a sustainable long-term strategy [7] Content & Community - Live streaming, relaunched in April 2025 with enhanced moderation, is a key feature, with examples like Bagwork earning over $168,000 in 4 days [1] - The platform supports content creators through initiatives like the based house and cause-driven streaming, such as Feed the People [1] Market Impact - Pump's price surged over 60% in a single week, pushing its market cap over $3.1 billion [1] - The platform has launched over 6 million tokens, but some estimates suggest over 95% show indicators of fraud [10][11]

Overview of Tokenized Stocks - Tokenized real-world assets (RWAs), particularly tokenized stocks, are gaining momentum in the crypto space, allowing 24/7 trading of shares of major companies like Nvidia and JP Morgan directly on crypto blockchains [1][2] - Tokenized stocks enable fractionalization, allowing investors to buy portions of shares, increasing accessibility, especially for high-value stocks [13] - Tokenized stocks offer faster settlement times compared to traditional stocks, with on-chain trades settling in seconds [14] Key Players and Platforms - Leading providers like Backed Finance offer XStocks on Solana, BNB Chain, Tron, and Ethereum [15] - Other notable providers include Ono Finance, collaborating with Trust Wallet, and Dinari, offering Dshares on Solana, Ethereum, Base, Arbitrum, and Plume [15][16] - Robinhood offers over 200 tokenized stocks and ETFs on Arbitrum, with plans to migrate to its own blockchain [16] - Coinbase has filed with the SEC to offer tokenized stocks [17] - Exchanges like BitGet list over 100 different tokenized stocks, including XStocks from Backed Finance, and tokenized shares of pre-ICO companies [22] Accessing Tokenized Stocks - Tokenized stocks can be accessed through centralized exchanges like Kraken, Bybit, Gate, OKX, BitGet, LBank, Valar, and Kcoin [24] - Decentralized platforms such as Uniswap, Pancake Swap, and Sushi Swap also offer tokenized stocks [27] - Mobile wallets like Trust Wallet, Phantom, Metamask, and Coinbase Wallet facilitate direct purchases of tokenized stocks [27] Benefits of Tokenized Stocks - Tokenized stocks offer 24/7 trading, borderless participation, and DeFi composability [12][42] - Tokenized stocks can be used in DeFi protocols for lending, borrowing, and providing liquidity to earn additional rewards [39][40][41] Risks and Challenges - Regulatory uncertainty remains a significant challenge, as regulatory bodies are still developing clear frameworks for tokenized stocks [43] - Tokenized stocks typically do not offer the same rights as traditional stocks, such as voting rights or shareholder privileges [45] - Counterparty risk exists due to the reliance on custodians and issuers to maintain a 1:1 ratio between tokens and underlying shares [47] - Low liquidity can make tokenized stocks hyper-sensitive to price fluctuations, especially in DeFi protocols with leverage [48][49]

Market Analysis & Trends - The report highlights the biggest moves in crypto, including Bitcoin's price action, ETF flows, Solana's rallies, Hyperliquid governance drama, and altcoin trends [1] - The report emphasizes the importance of staying informed about crypto market dynamics [1] Resources & Community - Coin Bureau offers various resources such as a Club, Discord server, and newsletters for crypto enthusiasts [1] - The report promotes multiple Coin Bureau channels, including a trading channel and a channel with more content [1] Partnerships & Deals - Bitget offers a deposit bonus of up to 50,000 USDT and an AI-powered trading assistant trial [1] - Tangem Wallet offers a 10% discount [1] Disclaimer - The information provided is for informational purposes only and should not be considered financial, legal, or tax advice [1] - Trading cryptocurrencies poses considerable risk of loss [1]

Market Overview - Crypto market breakdown highlights Bitcoin price action, Solana's explosive breakout, and Hyperliquid's USDH stablecoin decision [1] - The report assesses the macro backdrop ahead of the FOMC and the latest ETF flows [1] - Institutional moves are reshaping the landscape for Bitcoin, Solana, and altcoins [1] Bitcoin Analysis - Recap of last week's volatility, key support/resistance levels, and ETF-driven momentum ahead of the Fed meeting [1] Stablecoin Market - Hyperliquid USDH vote results and implications for stablecoin markets, impacting HYPE price action [1] - Hyperliquid's stablecoin rollout could challenge Circle's USDC dominance and reshape stablecoin market share [1] Solana Analysis - Solana breakout driven by institutional capital inflows, including Forward Industries' $165 billion deal and Galaxy Digital's $700 million buy, with a technical outlook beyond $250 [1] Altcoin Market - Top altcoin performers and Treasury-driven accumulation trends are highlighted, with coins to watch this week [1] Macro Events - Key macro events include jobs data, CPI/PPI surprises, FOMC preview, and key dates for altcoin unlocks and upgrades [1]

Labor Market Overview - US unemployment rate rose to 43% in August, the highest since October 2021, with employers adding only 22,000 jobs [4] - Job openings decreased to 718 million in July, falling below the number of unemployed people (roughly 724 million) for the first time since 2021 [5] - China's unemployment rate increased to 52% in July, while youth unemployment spiked to 178% [8][9] - Global job markets are showing signs of weakness, with shrinking openings and shaky labor markets worldwide [10] Economic Analysis and Forecast - The labor market softening confirms previous suspicions, but trends can accelerate quickly, potentially leading to a cliff drop rather than a gradual decline [6] - Markets are interpreting the labor data as a signal for a likely 025% September rate cut, with a 12% chance of a 05% cut [7][8] - Historically, unemployment lags behind financial crises, with equities bottoming out before jobless rates stop climbing [13] - Current conditions resemble early 2001, with slower hiring and softer openings, but stocks are near all-time highs, an unusual sequence [15][16] Factors Influencing Labor Data - Immigration policy changes can significantly impact job growth, with potential job growth dropping to 60,000 per month if migrant flows are curtailed [19] - The gig economy distorts unemployment data, as many independent contractors don't qualify for unemployment benefits [20] - The Labor Department's 2024 rule tightening on employee vs independent contractor classification makes official employment data less reliable [21] Monetary Policy and Market Implications - Weaker labor data increases expectations for rate cuts, which could cushion demand but requires careful balancing to avoid a hard landing or reignited inflation [26] - Rate cuts support risk assets like stocks and Bitcoin, while safe havens like gold benefit from uncertainty and a softer dollar [29][30][32] - The main worry signal is more unemployment than job openings, but this also flashed in 2021 without major consequences [28]

There's a story going around that Wall Street veteran Tom Lee single-handedly saved Ethereum. That through a master stroke of financial engineering, he swooped in to rescue the world's second largest crypto from the brink of collapse. But is this what really happened.Because when you dig into the weeds, you find a story that's far more ambitious and potentially far more dangerous than a simple rescue mission. And this is the story of the single biggest institutional bet ever placed on Ethereum, a multi-bill ...

Crypto Scam Overview - Crypto scams spike during bull runs, blending old tricks with new tech like wallet drainers and AI deep fakes [1] - A single click can wipe out crypto users, highlighting the need for caution [2] Common Crypto Scams - **Copycat Tokens:** Scammers create fake tokens with the same name/ticker as legit projects, exploiting FOMO and potentially leading to address poisoning [4][6][7] - **Wallet Drainers:** Malicious code that takes control of wallets, often through connecting to sites/apps and signing prompts [13][14] - **Shills and Rug Pulls:** Paid promotions or celebrity endorsements funneling volume into tiny pools for insiders to offload tokens, resulting in hard or slow rugs [19][20] - **Unknown Tokens:** Mystery drops engineered to make users swap, send, or follow links, leading to wallet draining [24] - **Social Engineering:** Scammers use human interaction and manipulation to push users towards transfers or logins, often supercharged by AI [29][30] Prevention Measures - Use official sources (project's X account, website) to copy contract addresses and confirm across multiple platforms [9] - Respect warnings from DEXs like Uniswap and take time for sanity checks using charting sites [10][11] - Use a burner wallet for mints, new DApps, and airdrop claims, and revoke approvals using tools like RevokeCash [18][19] - Treat glowing write-ups and viral threads with cynicism, checking for disclosures and doing due diligence on tokenomics [21][23] - Ignore unknown tokens in your wallet and adjust token visibility settings [27] - Don't reply to cold outreach and be cautious with live streams promising unrealistic returns [32]

Market Analysis - Bitcoin's price action is being shaped by whale activity and regulatory updates [1] - The market experienced moves from $112 thousand breakouts to support tests [1] - Macro drivers include jobs data, Fed rate cut odds, and gold's new all-time highs [1] - Altcoins like Cardano, Polkadot, and Avalanche are attempting to reclaim past highs [1] Regulatory and Adoption Trends - Regulatory shifts involve the SEC & CFTC's latest stance, the Fed's stablecoin press conference, and 24/7 trading talks [1] - Crypto adoption is influenced by institutional partnerships, tokenized assets, and ETF flows [1] Specific Events - World Liberty Financial (WLFI) experienced launch chaos, token burns, Justin Sun's frozen tokens, and insider sentiment issues [1] Trading Insights - Trading insights include chart levels, whale moves, and cycle expectations [1]

Recently, the US passed sweeping stable coin regulations, setting the stage for dozens, maybe even hundreds of different digital dollars to flood the world. Central banks and governments everywhere are now scrambling to respond. Some are pushing forward new stable coin legislation, while others are even considering launching their CBDC's on public chains like Ethereum and Salana.That's why today we're breaking down exactly how the rest of the world is reacting to the US's stable coin play and whether it's u ...