29 Sept 2025
The crypto market is experiencing a significant upheaval, with Ethereum leading an unprecedented rally, fulfilling long-held predictions for long-term holders. This surge is fueled by institutional capital inflows and pivotal legislative advancements that are poised to reshape the digital asset landscape.
Investors who persevered through the bear market, especially those accumulating Ethereum on spot, are now being rewarded as long-anticipated developments materialize. The journey was acknowledged as painful and slower than desired.
Despite the overall market rally, personal futures trading performance showed a recent loss, highlighting the increased risk and psychological difficulty of such trades compared to spot accumulation. A significant short trade on Ethereum at $3,700, aiming for a 10-15% correction, is planned, followed by rebuilding long positions.
An exclusive Bybit link offers up to $30,000 in deposit bonuses and a 42% discount on trading fees. Evex, a decentralized, self-custodial solution within the same ecosystem without KYC requirements, is announced as coming soon.
Significant institutional capital is flowing into Bitcoin ($800 million) and especially Ethereum ($700 million, including a $500 million BlackRock purchase) in a single day, while Solana receives negligible investment. This institutional preference for Ethereum signals smart money sentiment.
A free closed event on July 22nd at 7 p.m. Dubai time is planned for individuals interested in the crypto industry, offering insights into proper trading, making money from scratch, and opportunities to join a trading team.
Recent economic data (CPI and PPI) shows mixed but generally ticking down inflation, yet market attention is shifting from inflation to potential political pressure on Jerome Powell, with speculation of his possible resignation.
Three critical crypto bills – the Genius Act, the Clarity Act, and the Anti-CBDC Act – initially rejected, were swiftly re-voted and passed by the House, signaling inevitable positive regulatory change for the crypto industry.
The Genius Act unlocks innovation in stablecoins, facilitating traditional finance's access to new instruments beyond Bitcoin ETFs, which is expected to bring substantial institutional and later retail capital inflows into the broader crypto market.
The Clarity Act resolves confusion over whether crypto assets are securities or commodities, protecting innovators from arbitrary enforcement and crucially paving the way for decentralized finance and the addition of staking to Ethereum ETFs. Ethereum's status as a non-security is a key aspect of this.
The Anti-CBDC Act bans central bank digital currencies, removing a significant potential hurdle for the crypto space.
Wintermute, a major market maker, has exhausted its over-the-counter Ethereum supply, indicating massive institutional demand and a shift to open market purchases, contributing significantly to Ethereum's price pump.
Bitcoin dominance is decreasing, with capital flowing from Bitcoin into Ethereum and expected to continue into Ethereum-based altcoins, signaling the beginning of a new altcoin season. Bitcoin is projected to hit a target of $150,000-$170,000 for a major sell-off, but a short-term correction to $112,000 is desired for new long entries.
Three altcoins are highlighted for potential significant gains: LDO (expected to reach $3, a 3x gain, as the largest staking protocol for the upcoming ETF staking narrative), Pepe (projected for an easy 2x or higher as the biggest meme coin on ETH), and Arbitrum (considered undervalued, potentially reaching $5, a 20x gain, as a key L2 solution on Ethereum).
A trading club is promoted for those seeking portfolio building and more extensive trading strategies not covered on YouTube.
This is clearly Ethereum's narrative, driven by everything previously discussed, with institutional smart money front-running the expectation of staking being added to Ethereum ETFs, solidifying its non-security status.
| Insight Category | Description | Impact/Details |
|---|---|---|
| Ethereum Price Surge | Ethereum reached $3,400, a significant and positive market move. | Reflects underlying fundamental changes and institutional interest. |
| Institutional Inflows | $700M into Ethereum, $800M into Bitcoin in one day. | Smart money and big institutions are heavily betting on Ethereum, not Solana ($3M). |
| Genius Act Passage | Unlocks innovation in stablecoins. | Facilitates traditional finance access, opening floodgates of institutional and retail capital. |
| Clarity Act Passage | Ends confusion on crypto security/commodity status. | Shields innovators, clarifies Ethereum as non-security, paves way for DeFi and ETF staking. |
| Anti-CBDC Act Passage | Bans Central Bank Digital Currencies. | Removes a significant potential problem for the crypto market. |
| ETH Supply Depletion | Wintermute's OTC desk has sold out of Ethereum. | Indicates immense institutional demand, forcing purchases onto the open market, fueling pump. |
| Bitcoin Price Target | Personal target of $150,000-$170,000 for most Bitcoin to be sold. | Aims for long-term profit taking; desires short-term correction to $112,000 for new long entries. |
| Top Altcoin: LDO | Leading staking protocol. | Expected to reach $3 (3x gain) with staking added to Ethereum ETFs. |
| Top Altcoin: Pepe | Biggest meme coin on ETH. | Projected for easy 2x or higher with parabolic run-off. |
| Top Altcoin: Arbitrum | Undervalued L2 on ETH, Evex built on it. | Potential to reach $5 (20x gain) in the current bull run. |
| Ethereum Trade Strategy | Short at $3,700 for a 10-15% correction, then long from $3,100 for ATH breakout. | Aims to profit from short-term pullbacks and capitalize on long-term upward momentum. |
