In-Depth Analysis of Global Crypto Market News Hotspots This Week This week (September 7 to 13, 2025), the cryptocurrency market exhibited a strong rebound momentum, with total market capitalization recovering from approximately $3.83 trillion to $4.12 trillion, an increase of about 7.57%, primarily driven by Bitcoin’s stability and altcoin rotations. Overall market sentiment shifted from last week’s pessimism to optimism, with trading volumes surging and institutional participation rising, though still accompanied by regulatory uncertainties and technical risks. Below is a deep dive into this week’s global news hotspots, categorized by theme, combined with data and trends, offering professional insights. 1. Market Price Dynamics and Rebound Hotspots • Bitcoin (BTC) Stable Recovery: Bitcoin’s price rebounded from a local bottom of around $107,200 early this week to about $115,700, a rise of approximately 7.8%. On September 12, the overall market rose 1.5%, with Bitcoin holding steady at $115,667, up just 0.07%, which is seen as a sign of strength. Ethiopia’s low-cost mining (full cost only $20,000 per coin) became a focal point, leveraging abundant hydropower resources, which could further lower global mining barriers and drive supply-side efficiency. • Ethereum (ETH) and Altcoins Leading Gains: Ethereum surged 3.5% this week to $4,722, benefiting from renewed confidence in blockchain. Solana (SOL) performed outstandingly, flipping BNB to become the fourth-largest crypto asset, with its price rising to $241, showing significant gains. Dogecoin rose 6.76%, with BNB, XRP, and others following suit. Coins like Worldcoin saw gains of up to 20%. Additionally, Solana’s treasury holds 10,289,000 SOL (worth about $2.5 billion, or 1.79% of total supply), highlighting its ecosystem reserve strength. • Insights Analysis: This week’s rebound is not an isolated event but a result of resonance between FOMC (Federal Open Market Committee) reversal signals and price structures, with over 90% probability confirming that the bottom has passed. From a technical perspective, Bitcoin is oscillating in the $110,000-$116,000 range; breaking above $116,000 could trigger a new bull run sprint. The strength of altcoins indicates the start of market rotations, with Coinbase Institutional predicting an altcoin season possibly kicking off this month, eroding Bitcoin’s market share. However, short-term vigilance is needed for September’s $4.5 billion token unlocks, which could increase selling pressure and amplify volatility. Professional advice: Investors can consider accumulating Bitcoin at current levels as a strategic reserve, but allocate 20-30% to high-potential altcoins like Solana to capture rotation gains. In the long term, Bitcoin’s current price (around $115,000) is considered “too cheap,” with cycle highs potentially reaching $500,000-$1,000,000. 2. Policy and Regulatory Hotspots • U.S. Strategic Bitcoin Reserve Proposal: This week’s blockbuster news was the potential U.S. launch of a strategic Bitcoin reserve, even selling gold to buy $600 billion in Bitcoin. Pantera Capital’s CEO emphasized that this would have major global implications, promoting Bitcoin’s positioning as “digital gold.” • SEC-CFTC Coordination and Legal Challenges: September events were intensive, including joint SEC-CFTC actions, and Kalshi’s legal challenge in Massachusetts, highlighting crypto and AI regulatory hurdles. Stablecoin dynamics were active, with the USDH event exposing stablecoin power structures, and Hyperliquid potentially setting a new paradigm. • Insights Analysis: Policy support was the core catalyst for this week’s market rebound; if the U.S. reserve proposal is implemented, it will mark Bitcoin’s shift from a fringe asset to a national strategic level, akin to oil reserves logic. This could trigger global follow-ons, but short-term regulatory uncertainties (such as SEC scrutiny of DeFi) remain risks. Ethereum should be wary of the “corpo chain” wave (rise of enterprise-grade chains), which may further erode its market share. Professional view: Institutional investors should closely monitor FOMC meeting outcomes; if loose policy continues, crypto assets will benefit from a low-interest-rate environment. For risk management, recommend diversifying into stablecoins like YUSD (Bitcoin-backed, delta-neutral), whose multi-collateral trading on Orderly Network automatically generates yield, enhancing capital efficiency. 3. Technological and Ecosystem Innovation Hotspots • AI and Blockchain Fusion: The WAIB Summit emphasized accelerated AI+blockchain integration, with new projects automating trading and smart contract security. DeFi liquidity became a focus, with Orderly Network handling over $5 billion in trading volume, providing CEX-level execution with slippage as low as Bybit’s. • Corporate Events: Gemini exchange’s IPO surged 32% on its first day, raising $425 million, marking the crypto enterprise listing wave. TON’s strategy launched a $250 million buyback, but its stock still fell 7.5%. • Insights Analysis: AI fusion is a long-term trend that will enhance blockchain efficiency, such as automating security audits to reduce hacking risks. However, the current market is still influenced by “algorithmic rage machines” (algorithm-driven emotional volatility). Orderly’s unified order book is reshaping DeFi market structures, offering transparent fills suitable for high-frequency traders. Gemini’s IPO success reflects institutional confidence, but TON’s buyback failure shows that buybacks are not a panacea and must align with fundamentals. Professional advice: Developers should focus on AI-enhanced DeFi tools; investors can target the Solana ecosystem, with price predictions reaching $1,000 if the bull market continues. Overall, this week’s innovation hotspots foreshadow a local high in mid-September, with Bitcoin potentially reaching $150,000 and Ethereum $7,000. 4. Overall Market Sentiment and Risk Assessment • Sentiment Turning Positive: From the green zone on September 8 to multi-coin gains this week, market confidence has rebounded. Arthur Hayes warns to be patient with volatility. Jeff Booth’s view: Those who truly understand Bitcoin are always buyers, with no price ceiling. • Risk Points: September token unlocks and regulatory challenges may trigger pullbacks. Miner profitability (e.g., one user with 26 machines earning $2,442 monthly) indicates industry health, but energy cost disparities (like Ethiopia’s) could exacerbate geographical imbalances. • Insights Analysis: This week’s hotspots reflect the mid-stage of a bull market, driven by dual wheels of policy and technology. Short-term (next week) outlook favors continued rebound, but medium-to-long-term vigilance is needed for macro factors like interest rate changes. Asset allocation advice: 60% Bitcoin as an anchor, 30% high-growth altcoins, 10% stablecoins for hedging. Overall optimism: If the U.S. reserve proposal advances, crypto market cap could break the $5 trillion mark, but investors must maintain discipline and avoid FOMO (fear of missing out).
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