● Analysis: The Fate of US Stocks Depends on the Next 14 Trading Days, Key Economic Events to Follow
According to Jin10 data, the US stock market is entering a critical period in the coming weeks, with employment data, inflation indicators, and the Federal Reserve's interest rate decision to be released within 14 trading days, affecting market sentiment. The S&P 500 index just recorded its weakest monthly gain since March, and September typically performs the worst. Market volatility has almost disappeared, with the VIX touching 20 only once since the end of June. Fundstrat Global Advisors research director Thomas Lee stated that it is correct for investors to remain cautious in September, as the Federal Reserve's reopening of a moderate rate-cutting cycle makes it difficult for traders to determine positions. He expects the S&P 500 to decline by 5% to 10% this fall before rebounding to between 6800 and 7000 points.
● Bitwise Analyst: Bitcoin Can Hedge Against US Treasury Sell-Off Pressure
According to ChainCatcher, the European Research Director at Bitwise stated that gold is the best hedging tool when the stock market declines, while Bitcoin shows more resilience when US Treasuries are under pressure. Historical data shows that gold rises during stock market bear markets, while Bitcoin is more supported during US Treasury sell-offs. By 2025, the price of gold has cumulatively increased by over 30%, while Bitcoin has risen by about 16.46%. Investors have differentiated choices between the two amid rising yields, stock market volatility, and the current president Trump's supportive stance on cryptocurrencies.
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 US Securities and Exchange Commission, market demand may surge. It is understood that Canary Capital submitted a spot XRP ETF registration application last October, which has not yet received regulatory approval.
● Ethereum's Q3 2025 Gains May Set Historical Record
According to PANews, Coin Bureau disclosed that Coinglass data shows Ethereum rose by 48% in July 2025 and then by another 21% in August. As of now, ETH's gains for Q3 have reached 78.98%, and if the trend continues, it may set a historical record for Q3 performance.
