Yesterday (August 22, 2025), the surge of Bitcoin and Ethereum was mainly driven by Fed Chair Powell's dovish remarks, combined with Ethereum's strong fundamentals.

The common starting point for the rise of both major assets is a shift in macro policy, but the underlying stories differ:

For Bitcoin, yesterday's rise seemed more like a recovery driven by macro sentiment, with ETF funding still not fully synchronized to turn positive.

For Ethereum, this feels more like a concentrated explosion under the combined effects of macroeconomic benefits, institutional recognition, technological breakthroughs, and favorable policies, resulting in significantly stronger performance than Bitcoin.

What’s the outlook going forward?

Focus on macro data and Fed movements: the market currently has a very high expectation of a rate cut in September (reportedly reaching 87%-89%). If subsequent U.S. economic data (such as inflation, employment) supports this expectation, or if the Fed actually implements a rate cut in the September meeting, it may continue to provide liquidity expectations for the market. Conversely, if expectations are not met, it could lead to volatility.

Be aware of market volatility risks: cryptocurrencies themselves are highly volatile, especially Ethereum's beta value (a measure of volatility relative to the overall market) is quite high. While being optimistic, it is essential to recognize the risk of short-term pullbacks.

Ethereum's Unique Narrative: Ethereum is gaining value re-evaluation from its unique 'yield-bearing asset' attributes (such as staking rewards) and its role as 'digital economic infrastructure' (DeFi, stablecoins, NFTs, etc.). Whether its long-term performance can continue to surpass Bitcoin depends on the development of its application ecosystem and the depth of institutional adoption.

Today's reference on altcoins:

#UNI: Current cost is 6.6 magnesium, stop loss can be raised to 7.856. The target does not need to be strictly adhered to; profits can be taken in batches according to Fibonacci levels.

#BONK: The stop loss I provided last time was almost swept away; if it wasn't swept, just hold on, and if it was, remember that the same range can be re-entered. Don't forget, ETH breaking 5000 is just a matter of time, and at that point, the altcoin's catch-up rally will be the real play.

#XRP: Recently, many asset management institutions have reintroduced ETF proposals, coinciding with the conclusion of the lawsuit with the SEC, essentially clearing compliance risks. If a spot ETF really passes this year, it will represent a qualitative change: institutional funds will enter directly, liquidity and market value will be reshaped, and more importantly, the identity will transform – from the 'gray area' to the mainstream asset stage.

It can be said that if the ETF passes, it will be a historical-level catalyst for XRP, with market imagination running wild.

🔥#WLFI 9.1 is about to launch!

Funding reaches $2.26 billion, with the ALT5 Sigma equity acquisition accounting for $1.5 billion, priced 13 times higher than the first public offering!

Regarding unlocking: the public offering TGE releases 20%, while the rest will await community voting; the strategic round institutional unlocking is still unclear. The launch rhythm is likely to be a battle among exchanges + liquidity competition, with the朋友圈 likely blowing up with 'getting rich' images.

Focus on the ecosystem #B, Dolo, Liberty, #EGLL, and in USD1 #U – the foundation holds 45.88% of the total supply, which is simply the rocket fuel for WLFI.

Opportunities are right in front of you, Are $U ready?

Summary:

A bull market is not a game where everyone can make money; the rhythm has changed, and the dividends are narrowing. Maintaining patience, following trends, and not being swayed by news are the true ways to become a winner in the end.

Cherish this bull market; the next opportunity may not come so easily.