WILL SEPTEMBER BE BULISH FOR CRYPTO? BUBBLE FORMNG FOR DIGITAL ASSET TREASURY!

Sep 1, 2025

September may see a bullish turn for Bitcoin and Ethereum, driven by key market dynamics. The possibility of a cryptocurrency bubble looms as institutional investments rise, raising questions about profit-taking strategies. Global developments, such as Japan and El Salvador's positions on Bitcoin, are shaping market fluctuations. Plus, there's a look at the potential volatility of digital assets and the future threat posed by quantum computing, underscoring the need for careful investment planning.

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INSIGHT

Global M2 Is Driving Macro Liquidity

Global M2 and China's M2 flows are rising and correlate with broader asset moves, supporting a macro liquidity-driven bull market.
Tony references Raoul Pal's data to argue Q4 is a higher-probability top unless M2 makes new highs into 2026.

INSIGHT

Whales Are Accumulating Bitcoin

On-chain data shows wallets holding 10+ BTC are increasing, indicating accumulation by whales during the dip.
Tony argues such accumulation supports the bull market thesis and long-term upside.

ANECDOTE

Host's Personal Propy Investment

Tony recounts his personal investment in Propy and explains its blockchain-based real estate marketplace since 2018.
He highlights Propy's deeds-on-chain, Coinbase escrow integration, and $4B+ in facilitated transactions.

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