๐ Top Movers & Trends
- BTC: $108,789 (+0.03%) โ hovering near support after recent sell-off
- ETH: $4,372 (+0.61%) โ strong inflows from BTC holders suggest bullish sentiment
- SOL: $200 (โ2.17%) โ cooling off after a sharp rally
- PEPE, SHIB, DOGE: Meme coins rebounding with 2โ2.5% gains
๐ Adoption & Regulation
- ๐ฎ๐ณ India tops the 2025 Global Crypto Adoption Index, driven by mobile-first DeFi engagement and youth-led retail activity
- ๐บ๐ธ US climbs to #2, fueled by spot Bitcoin ETF approvals and institutional inflows topping $4.2T
- ๐ APAC leads on-chain growth: $2.36T in transaction volume, up 69% YoY
๐ช Stablecoin Surge
- USDT: $1.14T processed in January alone
- USDC: Peaked at $3.29T
- EURC & PYUSD: Gaining traction in Europe post-MiCA rollout
๐ Global Market Review โ September 2025
๐ฆ Equities & Commodities
- S&P 500: +30.3% since April lows; small-caps +35.1% YTD
- Gold: +31.4% YTD โ top hedge asset amid policy uncertainty
- Fed Rate Cut Odds: Jumped to 80% after Powellโs dovish remarks
๐ Regional Highlights
- ๐บ๐ธ US growth moderating; inflation resurfaces (CPI 2.7%, Core 3.1%)
- ๐ฌ๐ง UK inflation hits 3.8%; BoE cuts rates to 4% amid weak labor data
- ๐จ๐ณ China sees mixed signals: exports up 7.2%, but retail and industrial output slowing
๐ฆ Global Tariff & Trade Policy Update
๐ฅ Key Developments
- ๐บ๐ธ Trump modifies reciprocal tariffs: Adds critical minerals & pharma to exempt list; aluminum & silicone now taxed
- ๐งญ PTAAP Framework: New trade deal mechanism with MFN rates for aligned partners (e.g., aircraft, agri goods)
- ๐ UNCTAD warns: Trade policy uncertainty at record highs, disrupting supply chains and inflating costs
๐ Tariff Rate Shifts
| Country | April Rate | Sept Rate | Change |
| ๐ฎ๐ณ India | 26% | 25% | โ1pp |
| ๐ฏ๐ต Japan | 24% | 15% | โ9pp |
| ๐ง๐ท Brazil | 10% | 10% | 0pp |
| ๐ช๐บ EU (high duty) | 20% | 0% | โ20pp |
| ๐ณ๐ฌ Nigeria | 14% | 15% | +1pp |
#USNonFarmPayrollReport #MarketPullback #BTCvsETH #ListedCompaniesAltcoinTreasury #RedSeptember
