According to @QCPgroup, the current macro mix is steepening the yield curve, softening the US dollar, and channeling flows into hedge assets (source: @QCPgroup). According to @QCPgroup, gold and BTC are the cleanest plays in this backdrop for traders seeking hedge exposure (source: @QCPgroup).

According to @QCPgroup, ETH is riding rotation flows and the digital asset bid is alive, indicating ongoing buy-side demand across crypto markets (source: @QCPgroup on X, Sep 3, 2025).

According to @QCPgroup, the key September driver is Federal Reserve independence rather than a rate cut, with markets already pricing a higher term premium, a weaker US dollar, and support for gold and BTC; source: @QCPgroup on X, Sep 3, 2025. @QCPgroup adds that this backdrop is supportive for gold and BTC as the dollar softens and term premium rises; source: @QCPgroup on X, Sep 3, 2025.

According to QCPgroup, QCP Trading has been licensed by MAS as a Major Payment Institution, enabling regulated OTC spot DPT trading for institutional clients. Source: QCPgroup on X, 2025-09-01 https://twitter.com/QCPgroup/status/1962350952914301398 QCPgroup states that clients can access same-day settlement, multi-currency ramps, and seamless execution, with further details via the announcement link https://t.co/LNqTQ3Djm0. Source: QCPgroup on X, 2025-09-01 https://twitter.com/QCPgroup/status/1962350952914301398

According to @QCPgroup, corporate treasury playbooks are shifting as digital assets move from an edge case to a balance-sheet tool. According to @QCPgroup, its latest report centers on liquidity characteristics, 2024 performance review, tax/IFRS treatment, and governance structures for treasury integration. According to @QCPgroup, these focus areas frame how institutions evaluate digital assets for balance-sheet use, informing trading desks tracking institutional adoption themes.

According to @QCPgroup, near-term momentum is shifting from BTC to ETH while maintaining a structurally bullish view on the crypto market, which is trading-relevant for rotation strategies between majors (source: QCPgroup on X, Aug 25, 2025). According to @QCPgroup, the market absorbed approximately 80,000 BTC of legacy supply in July, signaling robust bid absorption that supports downside resilience (source: QCPgroup on X, Aug 25, 2025). According to @QCPgroup, institutions are expected to selectively buy dips, implying potential support on pullbacks and tactical opportunities in ETH relative strength versus BTC (source: QCPgroup on X, Aug 25, 2025).

According to @QCPgroup, BTC dominance slipped from 60% to 57% while still remaining above the sub-50% levels seen in 2021, highlighting a shift in market share that traders track for rotation signals. According to @QCPgroup, the move is fueling speculation that whales expect ETH to outperform, particularly if ETH staking ETFs secure approval later this year.

According to @QCPgroup, BTC spot ETFs recorded six consecutive sessions of net outflows totaling about $1.2 billion. According to @QCPgroup, entities such as BitMine continued to accumulate ETH, lifting holdings to roughly $7 billion. According to @QCPgroup, these flows highlight a clear divergence between BTC and ETH.

According to @QCPgroup, on Aug 25, 2025, $ETH hit fresh highs while older wallets rotated $BTC into $ETH, driving the ETH/BTC pair through 0.04 (source: @QCPgroup on X). According to @QCPgroup, this 0.04 threshold was last seen when BTC topped $100,000 and ETH reclaimed $4,000, underscoring notable relative strength for ETH versus BTC (source: @QCPgroup on X).

According to @QCPgroup, BTC’s brief post-Jackson Hole bounce reversed after roughly $2.7B in early-holder selling hit thin Sunday liquidity. According to @QCPgroup, the order flow sparked a flash crash that wiped out about $500M in leveraged positions within minutes. According to @QCPgroup, the episode highlights fragile weekend liquidity and elevated liquidation risk for overleveraged BTC longs.

According to @QCPgroup, longer-term momentum in digital assets remains intact even as overall market mood is cautious, with institutional adoption now exceeding $100 billion. Source: @QCPgroup. This is highlighted as a bright spot for digital assets in the current market environment. Source: @QCPgroup.

According to @QCPgroup, risk sentiment is deteriorating with the S&P 500 down 7% and the Nasdaq lower by 2.5% (source: @QCPgroup). Crypto is under heavier pressure, with BTC slipping 8% toward 113.8k support and ETH falling 11% to 4.2k, underscoring key trading levels in the current selloff (source: @QCPgroup).

According to @QCPgroup, Tokyo-listed Metaplanet added 775 BTC over the weekend, indicating that spot demand for Bitcoin persists despite recent conditions (source: @QCPgroup). According to @QCPgroup, crypto volatility remains subdued and BTC is expected to trade sideways in a $112k-$120k range until Federal Reserve Chair Jerome Powell speaks on Friday, making the speech a key near-term catalyst for price action (source: @QCPgroup).

According to @QCPgroup, BTC perpetual funding on Deribit turned negative by Saturday after staying above 20% for a week while spot drifted higher, signaling a red flag in their view, source: QCPgroup on X, Aug 18, 2025. According to @QCPgroup, a similar funding and spot divergence setup preceded BTC’s fall to 112k earlier this month, highlighting a historically bearish outcome for crowded longs, source: QCPgroup on X, Aug 18, 2025.

According to @QCPgroup, over $400 million in long positions were liquidated overnight as BTC fell from $118,000 to $115,000 and ETH dropped from $4,500 to $4,300. According to @QCPgroup, the rout extends last week’s 5% BTC drawdown amid more than $1 billion in DeFi liquidations.

According to @QCPgroup, total crypto market cap rebounded from $2.8 trillion to $3.39 trillion in H1 2025; source: @QCPgroup on X, Aug 16, 2025. According to @QCPgroup, stablecoin supply increased 18 percent in H1 2025; source: @QCPgroup on X, Aug 16, 2025. According to @QCPgroup, tokenized real-world assets exceeded $25 billion; source: @QCPgroup on X, Aug 16, 2025. According to @QCPgroup, TradFi firms including Circle and Robinhood deepened their crypto integration; source: @QCPgroup on X, Aug 16, 2025. According to @QCPgroup, their H1 review explains what drove the turnaround and the catalysts they are watching for H2 2025; source: @QCPgroup on X, Aug 16, 2025.

According to @QCPgroup, BTC retreated from highs above 124,000 USD before stabilising; source: @QCPgroup on X, Aug 15, 2025. They also note volatility eased in Asia hours, while options markets still show a bias toward downside protection; source: @QCPgroup on X, Aug 15, 2025.

According to @QCPgroup, the dollar strengthened, Treasury yields moved higher, gold came under pressure, and equities stayed resilient despite this macro shift (source: @QCPgroup). For crypto traders, this update signals a changing macro backdrop to incorporate into BTC and ETH positioning and risk management, with equity resilience tempering the tighter-rate backdrop identified by @QCPgroup (source: @QCPgroup).

According to QCPgroup, BTC dominance slipped from 63% to 59%, which they indicate could mark the early stages of a rotation into altcoins, source: QCPgroup on X, Aug 15, 2025. QCPgroup asks whether this is the first step toward a new alt season, highlighting a potential shift in market leadership, source: QCPgroup on X, Aug 15, 2025.

According to @QCPgroup, ETH is edging toward all-time highs, and because ETH has a smaller market cap and thinner liquidity than BTC, incremental flows have a larger price impact that strengthens the bid when net inflows arrive (source: @QCPgroup). According to @QCPgroup, Bitmine’s ongoing ETH treasury accumulation and steady demand for ETH DAT are reinforcing buy-side support and sustaining upward pressure on ETH (source: @QCPgroup).