Will the $BTC historical cycle continue as before, and should macroeconomic factors be taken into account!! If history repeats itself, dominance may continue to decline — and the next altcoin expansion could be significantly larger. This is typical late bull market behavior. When $BTC.D weakens after a false breakout, altcoins often strongly attract buying interest. We've seen this pattern in multiple cycles. For long-term holders: this does not mean chasing every altcoin. It means the macro environment is shifting toward broader participation. Stay disciplined, focus on high-quality projects with real value, and avoid excessive leverage. Patience pays off. If dominance continues to fall, altcoins will have room to rise — but only projects with solid fundamentals and strong community support will survive the next reset. Hold your core positions. Add more when weakness occurs. Let the cycle play out.

The last round on Ethereum was a bit disappointing, but is this round going to be a complete rise? The momentum is huge! 🤩 People might be underestimating Ethereum a bit. There's a popular saying in the crypto world: when in trouble, always short Ethereum. I want to tell everyone that Ethereum might be the brightest star in the upcoming bull market. Ethereum's narrative could be the strongest in the entire bull market over the next three years. Quantum resistance, privacy, RWA, decentralized AI, AI payments. Any one of these alone is very powerful. But Ethereum is working on all of them and plans to complete them within three years. Especially quantum resistance—if Ethereum achieves quantum resistance, it will be phenomenally unbeatable. Institutions value security more, and Ethereum also offers interest that institutions like. When dollar-cost averaging Bitcoin, you can allocate a portion to Ethereum. My own allocation is: 70% Bitcoin + 20% Ethereum + 10% other coins (BNB, LINK, ZEC, AAVE). Mainstream coins as the main position, and about 10% to gamble on altcoins!!

The crypto market rose by 1.15% in the past 24 hours, with a total market capitalization reaching $2.65 trillion, mainly benefiting from Ethereum's technological breakthroughs and institutional ETF inflows. The market's correlation with the S&P 500 index is 58%, and with gold is 67%, indicating an overall trend driven by macroeconomic factors.1. Main reason: Ethereum's strong momentum, thanks to its significant technological breakthroughs relative to Bitcoin and BlackRock ETF clients purchasing $148.82 million worth of Ethereum, driving the entire market upward.2. Secondary reason: Positive macro correlation and a surge in derivatives trading volume (+22.5%) reflect a revival of market speculative interest and supportive liquidity conditions.3. Short-term market outlook: If ETH can hold above $2550 and ETF funds continue to flow in, the market rebound may extend to the $2.73 trillion resistance level. If it falls below $2.50 trillion, the upward momentum may be lost.

$ETH had a strange surge yesterday, what exactly was the reason? This round of the market is a multi-point breakout. SOL, ETH, and BNB all outperformed BTC, not to mention ZEC. The order of this bull market's rise is very odd? It's blooming everywhere, but with interest rate hikes, the upward momentum is hard to sustain! Brothers, this bull market is a bit strange? In previous bull markets, BTC would rise first, then lead ETH, BNB, and SOL up. But this time it's completely different; ETH and SOL have broken recent highs. Especially ETH, which is extremely strong, completely different from the last cycle—this time it’s like a rebirth. Although last night's CPI data met expectations, the market's bet on a rate hike announcement on September 17th has risen to 90%! BTC tried to rebound from 76000 to 80000 but failed to break through, while ETH surged directly to 2666, triggering a bunch of short stop losses. Sha has been bearish all along, and sure enough, after ETH peaked, the market started to pull back, now back near 2500. It looks like it hasn't risen much, but many people's positions were liquidated. After this violent short squeeze, the chart shows a downward move; from the candlestick pattern, the probability of further downward adjustment is higher. Next, there is the crypto bill on September 15th, watch out for the possibility that good news might be fully priced in. Also, the expectation of rate hikes remains a sword hanging overhead. Although ETH broke through 2600 again after eight months, it has now returned near 2500!!!!

Optimism reallocates OP tokens to the ecosystem fund A controversial Optimism governance vote passed, reallocating approximately 546.9 million OP tokens (about 12.7% of the total supply) from the planned user airdrop to a strategic ecosystem fund managed by the foundation. The proposal only passed after a representative with significant voting power voted 17 minutes before the deadline. This highlights the governance centralization risk within the DAO and reduces the short-term token distribution to retail users. More supply is being directed towards institutional partnerships.

Daily Crypto Scan: Notable Updates - US spot Bitcoin ETF sees outflows for the second consecutive day, totaling $282.7 million, BTC drops toward $77,000 to $78,000 - Nasdaq Ventures agrees to invest $100 million in Kraken parent company Payward at a $21 billion valuation, plans to launch Nasdaq Equity Tokens with Kraken - SGX receives CFTC approval to open BTC and ETH perpetual futures to US institutions - Updated CLARITY Act text will require some DeFi protocols to report to the CFTC before the September 15 cloture vote - US Treasury yields rise close to 5% ahead of CPI data and the Federal Reserve decision on September 16 - Raydium (RAY) rises 27.4% after reportedly buying back $640,000 worth of tokens in a single day and listing 20 additional Backpack Securities tokenized stocks on Solana - ether.fi (ETHFI) up 8.8% following the latest institutional integration news reported by CoinMarketCap

Over the past 7 days, ETH has shown a pattern of initial consolidation, followed by a sharp rise, and then a pullback. In the first 4 days, the price narrowly ranged between 2436 and 2481. On the 5th day, there was a high-volume long bullish candle, reaching a high of 2647.68 and closing at 2559.75, marking a short-term breakout. However, the following two days saw consecutive bearish closes, with the price falling back to 2515.58 at close, indicating significant selling pressure around 2647 and that bulls failed to hold above 2550. The current key resistance zone is between 2550 and 2580, while the key support zone lies between 2508 and 2436. In the short term, it is advisable to either wait and watch or take light short positions, as the two consecutive bearish candles after the sharp rise indicate weakening momentum, and the price has fallen back near the upper boundary of the pre-breakout consolidation range. If the price rebounds to the resistance zone and faces pressure, short positions can be attempted; if it breaks below 2508 with volume, a faster decline may follow.

Bitcoin ETF experiences outflows for the second consecutive day, BTC drops toward $77,000 The US spot Bitcoin ETF recorded a net outflow of $282.7 million on September 10, following an outflow of $120.2 million on September 9. BTC traded around $77,000–78,000, down about 2% in 24 hours, led by declines in meme coins and small-cap tokens, dragging the broader cryptocurrency market down. Why it matters: The reversal in fund flows may indicate weakening institutional demand ahead of the Federal Reserve's decision next week, which could weigh on short-term sentiment for major coins.

Today's cryptocurrency market shows divergent trends but generally leans toward risk appetite: BTC remains relatively stable, while some high-beta altcoins and sector leaders experience greater intraday volatility. The main changes to focus on currently are rotation and divergence: meme tokens, AI, and some Layer-1 tokens perform stronger during certain periods, whereas some DeFi assets and older large-cap altcoin sectors lag behind. The core theme today is selective risk appetite rather than a broad market breakout: capital appears to be rotating between sectors rather than uniformly lifting the entire market. The sustainability of altcoin leadership is the first key observation. If sector leaders continue to rise while BTC remains stable, it typically supports continued capital rotation into higher-beta assets. The shift between BTC's stability and sudden volatility is the second observation. If BTC begins to show stronger directional moves, it could either reinforce the current altcoin rotation or disrupt it. Intraday reversals in popular sectors are especially important today. When the leading range is narrow, sharp pullbacks in the strongest narrative direction can quickly change the overall tone of the broader market.

Is this Ethereum rally a short squeeze or a genuine reversal trend? The last bear market for Bitcoin and the US stock market in 2022-2023 was the year with the most aggressive rate hikes in US history, with interest rates rising from 0% to a peak of 5.25% in just 14 months. It was also the year with the sharpest spike in CPI data. As is well known, due to the massive liquidity injection during the pandemic, the highest CPI in the last cycle reached 9.1, which also fueled the super bull market of 2021. In the 2022-2023 most aggressive rate hike cycle in history, Bitcoin fell by -77% and the Nasdaq fell by -37%. The rate hike data, intervals, and magnitude were very dense, which is also reflected in the Bitcoin and US stock market trends shown in Chart 2. The bear market duration, the smoothness, and the magnitude of the decline were quite significant. But as of September 11, 2026, the latest US CPI is 3.4% (with the newest CPI data released tonight), and the latest interest rate is 3.5%. Compared to the last rate hike cycle, this data is very moderate. The interest rate market has already priced in expectations of 2 or 3 rate hikes in the coming year. As long as we do not actually enter a rate hike cycle—such as one lasting a full year or with an additional 5-point increase—the macro environment is just noise. Nobody really believes the US will keep raising rates to 10 points, right? If that happened, the US would really be in big trouble!