Recap
- Crypto markets were little changed over the weekend despite geopolitical concerns following Russia's air strike on Ukrainian government buildings in Kyiv and disappointing US jobs reports on Friday.
- World Liberty Financial ($WLFI), a Trump-linked DeFi protocol, began trading on major exchanges 1 Sept, releasing 24.67bn tokens at over $0.20. The Trump family controls 22.5bn tokens with a profit-sharing deal, sparking controversy over supply transparency and governance.
- Solana approved the “Alpenglow” upgrade with 98% support, cutting transaction finality to 100–200ms and boosting scalability with new systems. Testnet is expected by Dec 2025 and mainnet in Q1 2026, a move seen as pivotal for institutional adoption.
- The SEC and CFTC announced that registered exchanges can now offer spot crypto trading for assets such as Bitcoin and Ether. The joint move signals a more unified US regulatory stance, with the likes of the NYSE and Nasdaq expected to list crypto soon, though details remain vague.
Top Gainers
- M (MemeCore) +177%
- PUMP (Pump.fun) +45%
- FORM (Four) +31%
Top Losers
- CRO (Cronos) -11%
- PYTH (Pyth Network) -10%
- CFX (Conflux) -10%
Market Metrics
- Total Market Cap: $3.84T (+2.1% vs last week)
- BTC Dominance: 57.7% (vs 57.3% last week)
- Fear and Greed Index: 40/100 (vs 40 last week)
- Alt Season Index: 56/100 (vs 51 last week)
This week, we'll be monitoring (all times UTC):
Monday 8 September
Crypto event
- Solana Mobile Seeker Season is a campaign by Solana, starting 8 Sept, 2025, to encourage users to engage more with Solana’s mobile ecosystem and dApps.
Wednesday 10 September
Economic data
- 12:30 PPI MoM: A stronger-than-expected print would support risk appetite if interpreted as evidence of US economic resilience. A weaker reading could pressure crypto.
Thursday 11 September
Economic data
- 12:15 ECB Interest Rate Decision: ECB is expected to maintain its rates at 2.15%.
- 12:30 US Inflation Rate Mom and YoY: Higher-than-expected data could complicate Fed policy by raising stagflation risks.
Friday 12 September
Crypto event (token unlock)
- Aptos token unlock: Will release 11 million tokens (~1.64% of circulating supply), worth $44 million. Could introduce short-term selling pressure depending on recipient distribution and market liquidity.
Economic data
- 14:00 Michigan Consumer Sentiment for the US: following last month's drop, investors will be monitoring whether estimates for an improved survey result prove correct.
