Market Changes: Bitcoin, Ethereum, and Altcoins
Bitcoin held above the $110,000 mark throughout the period, fostering positive market sentiment amid expectations of a U.S. Federal Reserve rate cut. Ethereum approached the $5,000 zone, while leading altcoins demonstrated even faster growth. Institutional investors continued to strengthen their presence, reflected in record capital inflows into digital asset funds.
The market saw massive inflows into Dogecoin (+7% in 24 hours after institutional purchases of $200 million), as well as a surge of interest in new tokens and "memecoins," enriching the ecosystem and increasing volatility.
Bitcoin's dominance declined to 55%, while altcoin capitalization grew by nearly 50% over two months—analysts are already calling this the start of "altcoin season," where alternative coins outperform Bitcoin in returns.
Macroeconomics and Fed News: Why It Matters
A key inflation report (CPI) was released on September 11, with the Fed's interest rate decision expected by September 17. Anticipation of monetary policy easing is fueling demand for risk assets, including crypto.
However, new U.S. economic data (wholesale inflation and Producer Price Index, PPI) triggered a short-term correction—within 24 hours, cryptocurrencies lost 2–4% amid "healthy consolidation" and large-scale liquidations of risky positions.
Experts agree that September has historically been negative for the crypto market: Bitcoin typically loses around 4% for the month, while altcoins drop 30–50%.
Institutional Moves and Product Launches
Key events of the week: VanEck announced plans to launch a new ETF based on the Hyperliquid (HYPE) token in the U.S. and Europe, which could make access to new assets easier for retail investors.
Bitmine, a major institutional player, continues buying Ethereum, increasing its reserves to $9.24 billion—a strategy often followed by large hedge funds to hold cryptocurrencies as long-term assets.
Cryptocurrency exchanges (such as Upbit, Bithumb, Coinbase) are mass-listing new coins, strengthening liquidity and opening the door for new speculation and trading volume growth.
Key Technological Events
Major token unlocks occurred (e.g., Avalanche, Starknet, Arbitrum), where previously "frozen" coins were released into the market and added to circulation, potentially increasing short-term price volatility.
New updates and listings spurred ecosystem development: Solana is preparing a major technological upgrade, and Dogecoin announced a $175 million development fund.
Regulatory and Public News
Market participants await approval of new ETF rules from U.S. regulators—these funds will allow investors to buy cryptocurrencies through familiar investment instruments, potentially boosting sector confidence.
El Salvador marked four years since recognizing Bitcoin as legal tender—a milestone event in global crypto history.
Analyst Predictions and Opinions
Most analysts agree: the market is entering a correction phase, after which a new "bull cycle" may begin.
A Fed rate cut in the fall is widely expected—this will heighten interest in alternative assets, and long-term investors view current dips as entry points for "accumulating promising assets."
Positive News and Crypto Industry Support Measures
Amid overall industry optimism, an important meeting was held with Belarusian President Alexander Lukashenko, where a project to create a crypto bank was presented. This institution is planned to be one of the first of its kind, specializing in cryptocurrencies and digital assets, providing new financial services and stimulating blockchain technology integration into the economy.
Additionally, following a meeting with the Russian president, discussions are underway to prepare a decree on establishing a specialized crypto bank, intended to serve as an institutional platform for digital asset operations under state control. This step is expected to enhance cryptocurrency transaction security, simplify legal usage, and strengthen Russia's position in the global crypto market.
At the international level, U.S. regulators continue moving toward clearer and more favorable regulation. The SEC is preparing the "Crypto Project"—a set of rules to systematize regulation for most crypto tokens while removing uncertainties around trading, lending, and staking of crypto assets. This will foster institutional investment growth and the development of new products, such as cryptocurrency-based ETFs.
Conclusions
September is historically a volatile and challenging month, but as trends over many years show, such periods create opportunities for accumulation and long-term growth.
The market is becoming less dependent solely on Bitcoin: the role of altcoins is strengthening, and institutional money continues to reshape demand structures.
Regulation and new products are making cryptocurrencies increasingly understandable and accessible to the general public.
Most importantly, remember that dips and panic often become springboards for future market growth.