Rate Cut Delivers Muted Response; Whales Drives Market Consolidation

Spt 24,2025

Executive Summary The Federal Reserve's first 25-basis-point rate cut of 2025 triggered surprisingly muted crypto market reactions, with Bitcoin trading sideways at $116K and Ethereum ETFs recording $76M outflows as institutional sentiment turned cautious. Massive whale activity dominated headlines with $7.3B Bitcoin accumulation by mid-sized wallets offset by strategic selling from early adopters, demonstrating continued infrastructure leadership despite broader market consolidation around key

FED Decision Catalyzes Historic ETF Inflows as Alts Hit 2025 Peaks

Spt 15,2025

Executive Summary Bitcoin and Ethereum ETFs achieved record-breaking institutional confidence with $2.34B and $638M weekly inflows respectively, as 94% Fed rate cut probability drove unprecedented demand ahead of the September 17 FOMC meeting. Altcoin Season Index surged to 80 points - highest in 2025 - while Bitcoin dominance fell to 57.2%, triggering selective rotation into Ethereum, Solana, and XRP. Week of September 7-15, 2025 Disclaimer: This report is for informational purposes only and d

Fed Rate Cut Uncertainty Drives Selective Recovery in the "Red September"

Spt 07,2025

Executive Summary Bitcoin defied historical "Red September" patterns, trading above $110K as 89% probability of Fed rate cuts shifted market sentiment, while Ethereum ETFs faced $447M outflows amid institutional rebalancing. Solana's meme coin ecosystem exploded with Pump.fun generating $72M in buybacks and 23,640 new tokens daily, as DeFi security incidents surged 15% with $163M stolen across 16 attacks, highlighting growing systemic risks in an increasingly complex crypto landscape. For the w

Institutional Rotation Drives Ethereum Surge Amid Fed Policy Shifts

Spt 08,2025

Executive Summary: Ethereum ETFs dominated with record-breaking inflows of $4.2 billion throughout the week, more than doubling Bitcoin's performance as institutions rotate toward yield-generating assets. Jerome Powell's Jackson Hole speech triggered $900M in crypto liquidations but ultimately reinforced expectations for September rate cuts, while whale selling activity intensified with $2.7B BTC liquidation fueling ETH accumulation. XRP surged past $3 before consolidating, suggesting selective

Clarity in US Regulatory Framework Drives Derivatives-Led Crypto Market

Aug 25,2025

AscendEX Weekly News Digest (Week 34 of 2025: August 15-22) Executive Summary US regulatory clarity emerges as SEC Chair Paul Atkins signals most crypto tokens are not securities through "Project Crypto" initiative, while Bitcoin ETF outflows of $1.17B over five consecutive days reflect institutional profit-taking following BTC's $124K all-time high. Ethereum maintains outperformance with 67% perpetual futures volume dominance, suggesting continued "alt season" rotation despite derivative-drive