The last days in the markets were calmer than the headlines from the world, but as always, there is no shortage of topics for conversation. In the new episode Bitcoin Radio Together, we look at the three hot threads: Fed’s decisions, a loud ETF debut at Dogecoin and a question that electrifies us all-is this Altseason?
Fed in trouble – what next with your feet?
We see that inflation in the US has slightly jumped (CPI 2.9%, core ~ 3.1%), and at the same time the labor market begins to catch shortness of breath. This means that Jerome Powell and the company were in a difficult place. We, as investors, are more and more convinced that in September we will see a reduction in foot by 25 PB, and some of us play even for a stronger cut by 50 PB.
Morgan Stanley forecasts Three discounts in 2025and Reuters collects voices about the descent to around 3%. Sounds like fuel for risky assets? Bright. But we must remember that the stock exchange likes the principle “Buy rumors, sell facts“.
Rynek: Neutrally, but ALTY wakes up
When we look at the indicators, we have a kind of “pause”:
- Fear & Greed Index = 50i.e. neutral.
- RSI For top projects, mostly in the gray zone, but with clear stuff in Solan, BNB or Doge.
There is also a lot going on in prices:
- BTC is in consolidation,
- Eth is held firmly
- Sol, XRP and BNB They look better and better
- Dog +20% Before the ETF debut.
This is part of the narrative about “quiet bullshit” – The market is growing, but without fireworks that the years 2017 and 2021 have accustomed us.
Doge in a suit – i.e. ETF on memecoin
Here we have a hit of the week. Rex TSPREY ETF Dogecoin is to start around September 18. This is not a classic ETF spot, but a formally regulated fund that changes the rules of the game.
What does this mean for us?
- We can have a dog exposure without having to use exchanges.
- Memecoin gets a serious financial “wrappper”.
- The market is already valued – the Doge course is clearly growing.
Is it a short -term hype or the beginning of a new trend? We’ll just see that. But the fact is: memes have just hit the Wall Street salons.
Altseason – are we already in it?
The Altcoin Season index is around 70–78 points. This means that most of the top Alts in the last 90 days are doing better than Bitcoin. It seems that Altseason is already close – or maybe we even started its first phase.
Remember, however, that the real seasons of Alts were increases of 30-50% in a few days. Now we see rather the rotation of capital to Large Caps (SOL, XRP, BNB), and smaller projects are just starting out.
According to Coinbase, three factors are conducive to altom: falling BTC domination, better liquidity and risk appetite. On the other hand – we must be aware that Altseason is not only an opportunity, but also a risk. Poor projects with low volumes can grow on Hype, and then fall even faster.
Our conclusion? Cool head
Regardless of whether it is Altseason or its beginning, one thing is certain: Emotions ≠ Strategy. It is good to enjoy growing charts, but the most important thing is to have a plan and stick to it.
The market can get acceleration if the Fed actually cut your feet and Doge-ETF adds fuel to the narrative. But let’s not forget – even the biggest players, such as Elon Musk, sometimes sell Bitcoin too early.
