According to PANews, Coin Bureau disclosed on platform X that Coinglass data shows Ethereum rose by 48% in July 2025 and then increased by another 21% in August. As of now, ETH's increase in the third quarter has reached 78.98%, and if the trend continues, it may set a historical best Q3 performance.
● Research: The rate at which companies are buying Bitcoin is about four times the mining rate
According to Cointelegraph, Bitcoin financial services company River states that private companies and public corporations are absorbing Bitcoin at nearly four times the rate at which miners are producing new coins. By 2025, these companies are purchasing an average of 1,755 BTC per day.
In addition, exchange-traded funds (ETFs) and other investment instruments are buying an average of 1,430 BTC per day, while the government is purchasing about 39 BTC per day. Miners are producing about 450 BTC per day on average, which could lead to supply tightness.
● Bitwise Analyst: Bitcoin can hedge against U.S. Treasury sell-off pressures
According to ChainCatcher, Bitwise's head of European research stated that gold is the best hedge tool when the stock market is down, while Bitcoin shows more resilience during U.S. Treasury pressure. Historical data shows that gold rises during stock market bear markets, whereas Bitcoin has more support during Treasury sell-offs. By 2025, gold prices have risen by over 30%, while Bitcoin has increased by about 16.46%. Investors are making differentiated choices between the two amid rising yields, stock market volatility, and current President Trump's supportive stance on cryptocurrencies.
According to Jinshi Data, the U.S. stock market will enter a critical period in the coming weeks, with employment data, inflation indicators, and Federal Reserve interest rate decisions to be released within the next 14 trading days, affecting market sentiment. The S&P 500 index just recorded its weakest monthly gain since March, and September usually performs the worst. Market volatility has nearly disappeared, with the VIX only touching 20 once since the end of June. Fundstrat Global Advisors' head of research Thomas Lee stated that it was correct for investors to remain cautious in September, as the Federal Reserve's re-initiation of a mild rate-cutting cycle makes it difficult for traders to determine positions. He expects the S&P 500 to fall by 5% to 10% this fall, then rebound to between 6,800 and 7,000 points.
● Analyst: Artificial intelligence will make stocks obsolete, investors will turn to Bitcoin
According to ChainCatcher, analyst and investor Jordi Visser stated that artificial intelligence accelerates the innovation cycle, making publicly listed companies inefficient investment tools, while Bitcoin will outperform stocks in the coming decades.
Visser pointed out that Bitcoin is a belief, and belief is more enduring than ideas. Artificial intelligence may compress a century-long process into five years. In this context, Eric Trump predicted at the Bitcoin Asia 2025 conference that Bitcoin prices will reach $1 million, stating that nation-states, wealthy families, and publicly listed companies are buying Bitcoin in large quantities.
According to BlockBeats, on August 31, Greeks.Live released a daily market briefing stating, "The community shows a clear divergence regarding the current bull market, with some members questioning the lack of wealth effect typical of traditional bull markets during this halving bull run, while another group pointed out the significant increase in Bitcoin from $20,000 to $120,000 and Ethereum from $1,400 to $4,900. The community generally pays attention to Ethereum's recent relative strength performance, as well as the changes in the fund flows with increased Bitcoin inflows and Ethereum outflows on trading platforms."
According to ChainCatcher, Canary Capital CEO Steven McClurg stated that XRP's recognition among Wall Street professionals is second only to Bitcoin. If the XRP ETF receives disclosure from the U.S. Securities and Exchange Commission, market demand may surge. It is known that Canary Capital submitted a registration application for a spot XRP ETF in October last year, which has not yet received regulatory approval.
