According to @cas_abbe, Q4 has been very bullish for BTC in 2023 and 2024, with ETF approval cited as the 2023 catalyst and Trump’s win cited as the 2024 catalyst, source: @cas_abbe, X, Sep 6, 2025. According to @cas_abbe, the bullish setup for Q4 2025 is driven by potential rate cuts, pro-crypto regulation, retirement funds access, more than $7T sitting in money-market funds, and Treasury stealth QE as named catalysts for BTC, source: @cas_abbe, X, Sep 6, 2025. According to @cas_abbe, these catalysts support a bullish bias for BTC into Q4 and the author characterizes a bearish stance as a mistake, source: @cas_abbe, X, Sep 6, 2025.

According to @cas_abbe, M2 money supply in the US, China, EU, and Japan has reached new all-time highs, indicating broad liquidity expansion (source: @cas_abbe, Sep 6, 2025). According to @cas_abbe, BTC remains about 10% below its all-time high despite this liquidity backdrop (source: @cas_abbe, Sep 6, 2025). According to @cas_abbe, global rate cuts have started and the US is expected to begin cutting this month, a calendar catalyst traders may monitor for BTC volatility and breakout attempts (source: @cas_abbe, Sep 6, 2025).

According to @cas_abbe, the World Gold Council is exploring a Digital Gold initiative, and with the gold market valued at over $15T, tokenizing even a fraction would instantly surpass the size of today’s DeFi and stablecoin markets (source: @cas_abbe). He states that in such a scenario BTC and ETH would function as settlement layers for trillions in real-world assets, shifting crypto from speculative instruments to core market infrastructure (source: @cas_abbe). He further argues this setup could drive a sharp expansion in on-chain liquidity, collateral availability, and user adoption—key catalysts traders monitor across BTC, ETH, and RWA tokens (source: @cas_abbe).

According to Cas Abbé, Uphold will now allow ALGO staking for its reported 10M users across 140+ countries, a move he suggests could channel demand into staking yields and reduce tradable float in ALGO spot markets (source: Cas Abbé on X, Sep 5, 2025). According to Cas Abbé, more than 2B ALGO are already staked and he states ALGO has a fixed total supply of about 8.7B, leading him to describe ALGO as already deflationary (source: Cas Abbé on X, Sep 5, 2025). According to Cas Abbé, additional staking participation from Uphold’s user base could tighten liquid supply and create a supply crunch, which traders should factor into order book liquidity, slippage, and potential momentum in ALGO trading pairs (source: Cas Abbé on X, Sep 5, 2025).

According to Cas Abbé, altcoin dominance has printed its biggest bullish divergence, while Bitcoin (BTC) dominance formed a large bearish divergence and has already declined, pointing to a potential Q4 rally in altcoins. source: Cas Abbé on X, Sep 5, 2025. Abbé frames this as a rotation signal away from BTC toward altcoins with expectations of altcoin outperformance into Q4, relevant for positioning and timing for traders focused on altseason setups. source: Cas Abbé on X, Sep 5, 2025.

According to @cas_abbe, Pyth Network now aggregates price data from 120+ first-party publishers and is integrated with 250+ protocols, indicating broad on-chain demand for PYTH-powered data services that could underpin token utility and usage fees (source: @cas_abbe, X, Sep 4, 2025). According to @cas_abbe, activity linked to Pyth feeds has facilitated $50B+ in trading volume on Arbitrum alone, highlighting meaningful throughput where monetized data consumption could correlate with PYTH token demand (source: @cas_abbe, X, Sep 4, 2025). According to @cas_abbe, Pyth’s pull-based Lazer solution lets applications fetch data on demand rather than broadcast every tick, potentially lowering oracle costs and scaling more efficiently as on-chain activity rises, a dynamic that can improve protocol unit economics during volatility (source: @cas_abbe, X, Sep 4, 2025). According to @cas_abbe, PYTH is required to access premium feeds and pay verification costs, directly tying enterprise and protocol integrations to token utility and potential demand growth as premium data adoption expands (source: @cas_abbe, X, Sep 4, 2025). According to @cas_abbe, Pyth is targeting RWAs, macroeconomic feeds, and regulated markets beyond DeFi, positioning it as infrastructure at the intersection of institutional data flows and on-chain liquidity, a setup traders can monitor via integrations and premium feed uptake as catalysts for PYTH (source: @cas_abbe, X, Sep 4, 2025).

According to @cas_abbe, Bitcoin dominance (BTC.D) has likely peaked for this cycle, with a final dead cat bounce expected in September before a Q4 decline that could favor altcoin outperformance and rotation away from BTC, Source: Cas Abbé on X, Sep 4, 2025. Bitcoin dominance tracks BTC’s share of total crypto market capitalization, and declines in BTC.D are commonly associated with relative strength in altcoins, making it a key rotation gauge for traders, Source: Binance Academy. A dead cat bounce denotes a brief recovery within a broader downtrend, underscoring the need to confirm trend reversal before aggressive positioning, Source: Investopedia.

According to Cas Abbé, BitMine Digital purchased over 14,000 ETH worth about $62.4 million while three newly created wallets accumulated 65,662 ETH (approximately $287 million) via FalconX (source: Cas Abbé on X, Sep 4, 2025). The source added that ETF inflows for ETH have recently slowed, yet whale buying continues unabated (source: Cas Abbé on X, Sep 4, 2025). This points to ongoing ETH whale accumulation on centralized venues that traders monitor for order flow and liquidity shifts, according to the source (source: Cas Abbé on X, Sep 4, 2025).

According to @cas_abbe, ETH price action is pinned between whale cohorts as mega whales holding 10k+ ETH added over 2 million ETH in August but have now paused their net buying (source: @cas_abbe on X). According to @cas_abbe, the 1k-10k ETH cohort has reversed after weeks of selling, signaling a shift in on-chain flows that could impact near-term liquidity and volatility (source: @cas_abbe on X). According to @cas_abbe, this balance between paused mega-whale accumulation and a turn in large-whale behavior could determine Ethereum’s next directional move, keeping traders focused on whale-driven order flow inflections (source: @cas_abbe on X).

According to @cas_abbe, Bitcoin ETFs purchased $322.8 million worth of BTC yesterday (source: @cas_abbe on X, Sept 3, 2025). Ethereum ETFs simultaneously recorded $135 million in ETH net sales (source: @cas_abbe on X, Sept 3, 2025). @cas_abbe added that strength in gold could be driving renewed interest in BTC (source: @cas_abbe on X, Sept 3, 2025). For traders, these ETF flow differentials point to institutional rotation toward BTC over ETH and warrant close monitoring of BTC dominance and the BTC/ETH pair for relative momentum (source: @cas_abbe on X, Sept 3, 2025).

According to @cas_abbe, Binance Wallet (Web) has launched as a desktop onchain terminal that unifies wallet tracking, charting, and trading on a single page, reducing workflow friction for active traders (source: @cas_abbe). According to @cas_abbe, it removes the need for a browser plugin and avoids repeated phone approvals, which can speed up execution for fast-moving meme coin plays (source: @cas_abbe). According to @cas_abbe, the interface helps users spot new meme coins as they launch and supports custom layouts, improving discovery and monitoring in one screen (source: @cas_abbe). According to @cas_abbe, the tool cuts context switching between DEXs, social threads, dashboards, and Telegram groups, streamlining decision-making for wallet-following strategies (source: @cas_abbe). According to @cas_abbe, a referral program is available with 80% commission for referrers and a 10% rebate for invited users, with access at web3.binance.com (source: @cas_abbe).

According to @cas_abbe, the US ISM Manufacturing PMI printed 48.7% versus a 48.5% consensus expectation (source: @cas_abbe). @cas_abbe states this marginal beat is bullish for altcoins, signaling a potential near-term risk-on tilt in crypto rotation (source: @cas_abbe). A headline PMI below 50 still denotes manufacturing contraction under ISM methodology, which may temper the move’s magnitude for risk assets including crypto (source: Institute for Supply Management).

According to @cas_abbe, ETH reserves on Binance have dropped to new lows while BTC reserves remain flat, signaling rotation toward ETH, source: @cas_abbe on X, Sep 1, 2025. The author states ETH is being withdrawn from exchanges even with price near 4.4K USD, indicating quiet accumulation, source: @cas_abbe on X, Sep 1, 2025. For trading focus, the author implies monitoring ETH/BTC relative strength and Binance spot liquidity as ETH outflows persist, source: @cas_abbe on X, Sep 1, 2025.

According to @cas_abbe, ETH has fully reclaimed the $4,000 level, framing an upside setup analogous to Q2 2022 when shorting near $2,000 preceded a nearly 60% two-month decline (source: @cas_abbe on X, Sep 1, 2025). According to @cas_abbe, the move could invert to the upside this cycle, with a target of $8,000 by December 2025 and expectations for a massive rally in the coming months (source: @cas_abbe on X, Sep 1, 2025).

According to Cas Abbé, gold is rallying toward a new all-time high and he argues BTC typically lags gold, implying a potential BTC ATH if gold breaks out, source: Cas Abbé on X, Aug 30, 2025. Cas Abbé cites a prior instance where gold set an ATH in April and Bitcoin printed a new ATH roughly one month later as evidence of this lag pattern, source: Cas Abbé on X, Aug 30, 2025. Based on Cas Abbé’s view, traders can monitor a confirmed gold ATH breakout as a leading indicator for BTC momentum and time entries around a presumed one-month lag while maintaining risk controls given this is an observational correlation, source: Cas Abbé on X, Aug 30, 2025.

According to @cas_abbe, a single whale purchased 1,506 BTC worth about $163.7 million through an OTC transaction, highlighting sizable accumulation away from public order books; source: https://twitter.com/cas_abbe/status/1961774232012243348. The author states whales view BTC as oversold and are actively buying the dip, suggesting renewed demand at lower prices; source: https://twitter.com/cas_abbe/status/1961774232012243348. The author also notes that if this OTC buying accelerates, a major short squeeze could follow, which traders should watch closely; source: https://twitter.com/cas_abbe/status/1961774232012243348.

According to @cas_abbe, BTC is in a Power-of-3 pattern with the accumulation phase complete and the capitulation phase ongoing, as stated in an X post on Aug 30, 2025. According to @cas_abbe, a weekly close above $112.5K would mark the start of the expansion phase. According to @cas_abbe, he expects the expansion phase to begin by the end of Q3 or the start of Q4 2025.

According to @cas_abbe, BTC has broken below the USD 112,000 support that aligned with the May 2025 all-time high and had acted as strong support for months, according to @cas_abbe. The next major support level is identified around USD 98,000 to USD 100,000 for BTC, according to @cas_abbe. A reversal could occur before that range, but the author notes elevated risk heading into September for a bigger move, according to @cas_abbe.

According to @cas_abbe, Ethereum ETH outperformed all altcoin sectors over the past month while DeFi and Layer 2 leadership failed to sustain into month-end, source: @cas_abbe on X, Aug 30, 2025. As August closes, memecoins, gaming, AI, and staking sectors are finishing in the red, signaling weaker market breadth versus ETH, source: @cas_abbe on X, Aug 30, 2025. For traders, this supports relative-strength positioning favoring ETH over sector baskets and more cautious exposure to high-beta narratives until sector momentum improves, source: @cas_abbe on X, Aug 30, 2025.

According to @cas_abbe, public companies now hold 840,950 BTC worth 94.29 billion dollars, the highest on record, source: @cas_abbe. Over the past week these entities recorded 1.12 billion dollars in net inflows and added 9,354 BTC while BTC traded around 112,000 dollars, source: @cas_abbe. Buying is expanding beyond MicroStrategy, indicating broader corporate participation, source: @cas_abbe. For traders, record corporate accumulation and weekly net inflows are objective signals of persistent institutional demand that can inform trend-following setups and liquidity planning based on the reported data, source: @cas_abbe.