According to @AltcoinGordon, record highs in gold, continued monetary supply expansion, and FTX releasing billions in stablecoins to users point to a major crypto rally led by BTC, after which altcoins may follow; source: @AltcoinGordon on X, Sep 30, 2025. According to the same source, traders should focus on BTC momentum as the primary trigger for broader market participation.

According to André Dragosch, PhD, current trends in money supply growth suggest that US inflation may continue to decrease until early 2026, contrary to widespread expectations of a re-acceleration. This could provide the Federal Reserve with more flexibility to maintain or even enhance its monetary easing policies, which could have significant implications for financial markets, particularly in influencing interest rates and investor strategies.