Lady Rose 1

Bitcoin just closed its strongest August since 2017. Now comes September, a month crypto traders know well as “Rektember.” The nickname comes with history behind it. Since 2013, $BTC has finished September in the red 8 times out of 13, with an average monthly return of around -2.97%. After such a strong August, September will be a real test of whether Bitcoin can finally break one of its toughest seasonal patterns.

$USELESS has rallied more than 300% from its August lows. And the move is starting to make a lot more sense when you look at what changed around the token. The first signal was volume. $USELESS broke out of a long consolidation while 24H trading volume climbed toward $62M, compared with a market cap around $132M. That is serious turnover for a token of this size, and it quickly brought momentum traders back into the market. Then came the listing chatter. Speculation around a potential OKX spot listing gave traders another catalyst to watch, while existing exchange availability made it easier for new capital to chase the breakout. The community has also kept the token visible through campaigns, social activity and wider exposure. But the strongest part of the story may still be the meme itself. Useless Coin literally sells the idea of being “useless.” It sounds ridiculous. That is exactly why people remember it. In meme markets, a simple narrative can travel much faster than a complicated product pitch. Once price started breaking higher, volume, attention and FOMO began feeding each other. That created the perfect setup: • breakout from consolidation • explosive trading volume • listing speculation • strong community visibility • an easy-to-understand meme narrative After a 300%+ run, the next phase becomes more important. Can $USELESS keep attracting fresh volume after the initial excitement cools? Because for this token, attention has been the fuel. And as long as attention stays strong, traders will keep watching.

Strategy and BitMine are quietly running the same playbook on two different assets. Strategy just added 4,603 $BTC for $369.7M, pushing its treasury to 845,050 BTC. The Saylor thesis is straightforward: raise capital, convert it into the scarcest crypto asset, and grow Bitcoin exposure per share while BTC remains below its long-term valuation target. BitMine is building the Ethereum version. It just added 53,501 $ETH worth roughly $131M, bringing its holdings to around 5.90M ETH, close to 5% of the entire supply. The difference is in what they expect to monetize. Saylor sees $BTC as digital scarcity. Tom Lee sees $ETH as productive financial infrastructure: staking yield, stablecoins, tokenized assets, DeFi and global onchain settlement. Two companies. Two treasury strategies. One huge conviction: crypto still has a much bigger repricing ahead. If they are right, these purchases could eventually look less like aggressive bets and more like accumulation before the market fully understood what was happening.

$USELESS has rallied more than 300% from its August lows. And the move is starting to make a lot more sense when you look at what changed around the token. The first signal was volume. $USELESS broke out of a long consolidation while 24H trading volume climbed toward $62M, compared with a market cap around $132M. That is serious turnover for a token of this size, and it quickly brought momentum traders back into the market. Then came the listing chatter. Speculation around a potential OKX spot listing gave traders another catalyst to watch, while existing exchange availability made it easier for new capital to chase the breakout. The community has also kept the token visible through campaigns, social activity and wider exposure. But the strongest part of the story may still be the meme itself. Useless Coin literally sells the idea of being “useless.” It sounds ridiculous. That is exactly why people remember it. In meme markets, a simple narrative can travel much faster than a complicated product pitch. Once price started breaking higher, volume, attention and FOMO began feeding each other. That created the perfect setup: • breakout from consolidation • explosive trading volume • listing speculation • strong community visibility • an easy-to-understand meme narrative After a 300%+ run, the next phase becomes more important. Can $USELESS keep attracting fresh volume after the initial excitement cools? Because for this token, attention has been the fuel. And as long as attention stays strong, traders will keep watching.

$EGLD has doubled from around $2.50 to above $5, and the move has a clear catalyst behind it. The biggest driver is MultiversX Supernova, the largest protocol upgrade the network has rolled out so far. Momentum started building in August, then accelerated as traders began positioning ahead of the September 10 activation. Supernova is expected to cut block times from roughly 6 seconds to around 600ms, bringing much faster finality across MultiversX. That anticipation showed up clearly in the market. Volume picked up, $EGLD broke through $4, pushed past $4.50, and briefly traded above $5. So far, the rally looks like a mix of upgrade anticipation, stronger volume, and a clean technical breakout. September 10 is now the key date to watch. A smooth activation could help sustain momentum, but after such a sharp run into a known catalyst, profit-taking could also increase. The bigger question comes after launch: can Supernova turn this momentum into stronger real network activity?

My base case is that $BTC holds the $75K area before $70K becomes the main scenario. The first reaction to the Iran headlines already flushed a lot of leverage out of the market. BTC dropped from around $79.1K into the $76.2K–$76.7K zone, with roughly $115M in leveraged longs liquidated within an hour. What matters now is how price behaves after that first shock. BTC has already recovered toward $77K, which shows buyers are still stepping in around the recent lows. That keeps the $76.2K–$76.4K area as the first important support to watch. If $76.2K holds, BTC still has room to push back toward $78K–$80K. If that area gives way, $75K–$75.2K becomes the next major test. For me, that is the real decision zone. A strong reaction from $75K could bring buyers back quickly, especially if geopolitical tensions cool, oil pulls back, and Treasury yields stabilize. A clean break below $75K with strong selling pressure would change the structure. $74K would come into focus first, followed by the deeper $70K–$72K area. The macro side matters a lot here too. Higher oil prices keep inflation concerns alive. Rising yields add pressure on risk assets. Another escalation around Iran could trigger another wave of de-risking across crypto and equities. So right now, I’m watching $75K as the key battlefield. The first liquidation flush already happened. The reaction around $75K should tell us whether buyers can absorb the geopolitical pressure and push $BTC back toward $80K, or whether the market is preparing for a deeper move toward $70K.

$BTR went from $0.02 to $0.20. What really happened here? Bitlayer just delivered one of the wildest moves of the week, climbing nearly 10x from its recent lows and pushing above $0.20. The biggest clue is liquidity. On August 26 alone, $BTR closed around $0.133 after trading near $0.034 the previous day. Trading activity then exploded as momentum traders and leveraged positions entered the market. The next sessions pushed BTR even higher, with price briefly moving above $0.20. Bitlayer also sits inside the Bitcoin L2 and BTCFi narrative, giving traders a familiar story to rotate into once momentum appeared. A relatively small circulating supply made the move even more sensitive to fresh demand. Rising volume, futures activity and liquidations likely amplified each leg higher. So the move looks like a classic combination of low float, narrative rotation, aggressive liquidity and leveraged momentum. Now comes the important part. Bitlayer’s existing BitVM Bridge was discontinued earlier this year as the team began an architectural upgrade. That puts the focus on execution from here: new products, network activity and sustainable demand will determine whether this massive $BTR repricing can develop into something bigger.

Capital B is doubling down on Bitcoin. The French Bitcoin treasury company has raised €21 million from global institutional investors, including Adam Back and asset manager TOBAM. Net proceeds are expected to reach around €19.9 million and will primarily support Capital B’s Bitcoin accumulation strategy. Combined with ongoing operations, the company says this could fund the purchase of another 270 $BTC . That would bring its total holdings from 3,145 BTC to as much as 3,415 $BTC . Another clear sign that institutional Bitcoin treasury strategies continue to attract fresh capital.

Kevin Warsh has already made the next $BTC move around $80K much more interesting. His first Jackson Hole speech as Fed chair put fresh pressure on the rally after $BTC briefly pushed above $81K on Friday. Bitcoin then dropped toward $77K before stabilizing around the $78K area. The bigger picture comes down to liquidity. Bitcoin’s recent move from the mid-$60Ks was supported by falling Treasury yields and improving financial conditions. Warsh shifted attention back toward inflation by keeping a potential September rate hike in play, which pushed rate expectations higher and cooled momentum around $80K. From here, payrolls and CPI could shape the next leg. Softer economic data could reduce expectations for tighter policy, ease pressure on yields and give $BTC another opportunity to reclaim $80K. Stronger data could keep yields elevated and make that resistance harder to clear. Warsh has previously described Bitcoin as a potential store of value and a useful signal for monetary policy, yet his role as Fed chair puts inflation and financial conditions at the center of every decision. For me, the $BTC rally remains alive. Warsh has simply raised the bar for the next breakout. Payrolls, CPI and the September FOMC now become the major catalysts to watch. If liquidity conditions improve again, $80K could quickly turn from resistance into support.

$PONS está em alta de mais de 55% hoje, já que vários catalisadores estão acontecendo ao mesmo tempo. A Pons recentemente ultrapassou US$ 3B em volume total e capturou mais de 63% do volume do Robinhood Chain launchpad em um único dia. Essa atividade apoia diretamente o token: 80% da receita do protocolo é usada para recomprar e queimar $PONS, enquanto 29% da oferta original de 1B já foi queimada. Novas pares de cbBTC, lançamentos de ações tokenizadas e RWA, além da listagem na KuCoin, estão trazendo mais usuários e liquidez para o ecossistema. A configuração é simples: mais atividade gera mais taxas, o que impulsiona mais recompras e reduz a oferta. Essa combinação está ajudando a alimentar o movimento atual.

$BTC at $125K by December sounds like a big ask from around $78K, but Bitcoin has made moves like that before. Bernstein’s thesis is basically built around continued ETF demand, more institutional money coming in, and the idea of Bitcoin becoming more attractive as a scarce asset when people start worrying about currency debasement. Personally, I’m watching the levels before the target. $80K is the first one. If BTC gets back above that and starts pushing through the $95K–$100K area with strong spot buying, then $125K starts feeling a lot more realistic. A clean break above $100K would probably change the mood pretty fast. So I can see the case for $125K, but the next few months still depend on liquidity, macro conditions, ETF flows, and how buyers react each time $BTC hits major resistance.

$HNT is moving hard right now, and this one feels a bit more interesting because there’s real usage behind the move. On August 28, Helium shared that Celina, Texas is now using its existing municipal Wi-Fi to provide automatic carrier coverage through the Helium Network. Those locations are already handling around 100 GB of mobile data every day. That’s the part I like most. It gives us something real to look at beyond the chart. The recent tokenomics changes are helping too, with rewards becoming more connected to actual network usage. Add some crowded short positions into the mix, and you can see why $HNT accelerated so quickly. Now I’m mostly watching whether this can expand beyond one city. If more cities, venues, and carriers start using Helium this way, the story around $HNT gets a lot more interesting. More real traffic means stronger network activity, and that could give this move a much healthier foundation over time.

CZ já vendeu seu apartamento para comprar $BTC. Olhando para trás, isso soa lendário. Mas hoje, o conselho dele para investidores mais jovens é, na verdade, bem mais tranquilo. Em 2014, ele tinha uma convicção forte no Bitcoin e estava numa situação em que podia arcar com esse tipo de risco. A vida dele acabou dando muito certo, mas todo mundo tem responsabilidades, renda e tolerância ao risco diferentes. Por isso, a abordagem dele hoje é bem simples: coloque 1%, 5% ou talvez 10% da sua renda mensal em grandes criptoativos que você realmente entenda e em que acredite. Eu realmente gosto dessa mensagem. Você não precisa de uma aposta enorme para construir riqueza em cripto. Consistência, paciência e manter o investimento por anos podem ajudar bastante. Seja $BTC , $ETH , $BNB ou outro ativo que você compreenda de verdade, a melhor posição é, muitas vezes, aquela que você consegue manter com conforto enquanto o mercado passa pelas altas e baixas.

$PROM está tendo um dia maluco, subindo cerca de 46% em 24 horas, com o volume de negociações agora maior do que toda a sua capitalização de mercado. Algumas coisas parecem estar impulsionando isso. A primeira é a liquidez coreana. A Upbit listou a PROM no início deste mês; depois a Bithumb seguiu. Isso abriu as portas para negociações diretas em KRW e colocou o token diante de um público de varejo muito maior. Em seguida, vem o ângulo de IA. $PROM está se posicionando como uma camada econômica para agentes de IA, onde agentes autônomos podem lidar com pagamentos, escrow e liquidação entre si. Essa narrativa está começando a chamar mais atenção. A oferta também está ajudando. Cerca de 18,25M PROM já estão em circulação de um total máximo de 19,25M, então uma demanda nova combinada com esse tipo de volume pode mover o preço bem rápido. Daqui, eu vou observar se a PROM consegue esfriar, construir uma base sólida e manter o volume saudável. No longo prazo, o que mais importa para mim é a adoção real. Se as pessoas começarem, de fato, a usar a infraestrutura de pagamentos dele para agentes de IA, isso poderia dar ao $PROM uma história muito maior do que este impulso atual.

$6,4B em opções de $BTC acabaram de expirar, e o resultado foi bem revelador. O Bitcoin liquidou por volta de US$ 79.682, enquanto o “max pain” estava bem mais baixo, perto de US$ 68K–US$ 70K. Essa diferença diz bastante. A demanda à vista e a cobertura de posições vendidas tiveram um impacto muito maior na liquidação, enquanto o enorme strike de call em US$ 80K manteve o preço ocupado perto desse nível. Agora, estou mais interessado em entender o que acontece depois da expiração. A primeira região que estou observando é a faixa de US$ 77K–US$ 78K. Se os compradores defenderem essa zona e o $BTC conseguir retomar US$ 80K com forte volume no spot, acho que uma nova alta passa a ficar bem possível. A expiração de setembro é o próximo grande marco, especialmente com os fluxos de ETF e os eventos macro voltando ao centro das atenções. A posição dos dealers também deve se tornar mais importante à medida que novas exposições em opções forem sendo construídas em torno dos próximos strikes. Para mim, tudo se resume a US$ 80K. Se o $BTC conseguir transformar esse nível em suporte e segurá-lo, o momentum pode ganhar força rapidamente a partir daí.

$ZEC has already had one of the strongest runs in the market, and I still think there’s more to watch here. Privacy is getting attention again, ZCSH is making $ZEC easier to access for traditional investors, and the broader crypto rally is helping keep the momentum alive. For me, $800 and $880 are the key levels now. If buyers keep holding around $800 and we get a clean break above $880 with solid volume, I could easily see $1,000 coming into play. I’m also keeping an eye on ETF demand, futures positioning, and open interest after that recent squeeze. Some consolidation here would actually be healthy and could build a much stronger base for the next move. The privacy narrative is strong, but after a run like this, the chart matters just as much. $ZEC still looks solid to me. A strong breakout backed by spot volume would be a pretty clear sign that buyers still have plenty of energy left.

Entendo por que os US$ 50K ainda estão no radar de alguns KOLs, especialmente depois que o $BTC foi rejeitado em torno de US$ 81K na média móvel de 50 semanas. Esse nível tem peso real. O BTC acabou de disparar aproximadamente 25% a partir das mínimas de junho; então, encontrar uma resistência forte ali após um movimento tão rápido torna um reset mais profundo um cenário plausível para manter na mesa. Ao mesmo tempo, a recuperação tem um suporte sólido. Os ETFs de Bitcoin à vista registraram vários dias consecutivos de entrada, o $BTC recuperou suas principais médias móveis diárias e o preço continua sustentado na faixa das altas dos US$ 70K. Para mim, os próximos níveis importam mais do que o alvo de US$ 50K em si. Um fechamento semanal acima da faixa de US$ 81K–US$ 82K fortaleceria a recuperação e daria aos touros muito mais controle. No lado negativo, primeiro vêm os meios dos US$ 70K; depois, a região de US$ 60K–US$ 65K, caso a pressão vendedora aumente. É por isso que vejo US$ 50K principalmente como um cenário de risco mais profundo e uma zona potencial de acumulação para alguns investidores. A batalha imediata está acontecendo em torno da média móvel de 50 semanas, e o resultado ali deve nos dar uma leitura muito mais clara sobre o próximo grande movimento.

$JASMY é uma das maiores movimentações fortes de hoje, com alta de cerca de 16–17% em 24h, enquanto o volume disparou mais de 200%. O movimento parece ser impulsionado principalmente pela força do mercado como um todo, um rompimento técnico limpo e um novo fôlego. $JASMY vem formando topos mais altos desde 19 de agosto e rompeu a faixa de US$ 0.0048–0.0050 com forte volume. Esse rompimento está atraindo mais traders e liquidez. A JasmyChain também mantém ativa a narrativa do ecossistema no longo prazo. Estou de olho em $0.0055 a seguir. Se os compradores mantiverem a zona do rompimento, $0.006–0.007 pode voltar ao foco.

Com base nesses três gráficos, $XRP tem o melhor caso para o maior potencial de alta percentual daqui em diante. O XRP acabou de sair de aproximadamente 1,00 para a faixa de 1,45–1,50, com um pico perto de 1,70 e um aumento claro no volume. Isso lhe dá o melhor momento entre os três agora. Sua capitalização de mercado também é bem menor do que $BTC e $ETH , então outra onda de capital pode gerar um movimento percentual maior. O BTC ainda tem a melhor estrutura de mercado geral depois de recuperar acima de $75K e atingir a região de $79K. O ETH também parece interessante depois de romper por volta de 1,9K e testar $2.5K, o que cria uma configuração sólida de recuperação. Para uma alta apenas pelo lado positivo, minha classificação é $XRP em primeiro lugar, $ETH em segundo, $BTC em terceiro. O XRP tem o momento e o perfil de maior beta, enquanto o ETH tem espaço para um forte movimento de recuperação e o BTC segue como líder do mercado. O nível-chave para mim agora é saber se o XRP consegue sustentar essa zona de rompimento e construir uma nova base acima da faixa recente. Se isso acontecer enquanto o BTC continuar forte, o XRP pode manter a liderança no próximo movimento.

Um marcador antigo acabou de custar a um usuário de criptomoedas 1.010 $ETH. A vítima salvou o antigo domínio do Tornado Cash nos favoritos e mais tarde voltou a acessá-lo. Segundo relatos, o domínio expirou após as sanções da OFAC. Os atacantes eventualmente o adquiriram e o transformaram em um site de phishing, projetado para drenar carteiras. Os danos foram brutais. 1.010 $ETH foram drenados em apenas 12 horas. O mesmo grupo também é suspeito de ter roubado quase 4.000 $ETH por meio de ataques semelhantes ao longo do último ano. A parte mais perturbadora é o quanto tudo parecia familiar para a vítima. Mesmo domínio salvo. Mesmo nome em que eles já confiavam. Pessoas diferentes controlando. Um favorito salvo pode se tornar um risco de segurança quando a propriedade de um domínio muda. Verifique o domínio toda vez antes de conectar sua carteira ou assinar uma transação.