Digital Assets Decoded: Your Daily Crypto Guide podcast.
What a week in crypto, friends—it's Crypto Willy here, breaking down everything you need to know so you roll into September 2025 like a blockchain boss. The first full week of September is already serving up fireworks with a potent mix of **$4.5 billion in token unlocks**, bullish and bearish showdowns, regulatory tea, and classic September nerves across the entire market.
Let’s talk the numbers: starting September 1, we saw Sui unlock between $153 and $184 million, followed by World Liberty Financial releasing a whopping 20% of its total supply, which had traders bracing for major volatility. Not even 24 hours later, Ethena dropped another $108 million on the DeFi crowd, and on September 5, Immutable (that’s the IMX gaming token) set free almost $14 million, building the pressure in the play-to-earn and gaming segments. This isn’t a little monthly volatility—this is the *biggest unlock month* of 2025, peaking September 12 through 20, with projects like Aptos, Pump.fun, Sei, Arbitrum, and LayerZero all setting their tokens loose and creating huge supply shockwaves.
But it’s not just technicals and tokenomics—regulators are in on the drama, too. The U.S. Securities and Exchange Commission and the CFTC have begun coordinated efforts on new digital asset guidelines. That’s making institutional investors smile, while smaller retail traders wait for decisions from the Federal Reserve and the European Central Bank. Mid-month, the Fed’s interest rate verdict has a 40% chance of favoring a rate cut, according to Money.com. If Chairman Jerome Powell even hints at getting dovish, expect a rush of liquidity and risk appetite. If he stays cautious, new dollar strength could drag Bitcoin and friends lower as traders rotate defensively.
Now let’s talk about the elephant in the room: September’s notorious “curse.” For years, Bitcoin has averaged a nearly 4% pullback every September, and 8 of the last 12 have closed red. This year, though, we’ve got a twist. According to BeInCrypto, over 90% of Bitcoin addresses are now in profit. A ton of holders are thinking about locking in gains, which in the past might mean brutal sell-offs, but ETF demand and thinner exchange reserves might actually *offset* the dumping—so that old curse could finally break.
Where are people watching support? Bitcoin stumbled below $110K this week, with Bitfinex warning if momentum doesn’t reverse, we could see $93K–$95K before the quarter turns bullish again. At the same time, Changelly’s most conservative models see $108K as the likely September bottom, while Binance points to $105K–$100K as the must-defend zone.
Ethereum is flexing, holding near $4,000, but the true test is pushing through $4,500 to signal a new all-time high. Alts like Solana, Binance Coin, and Cardano are consolidating, waiting for the macro tide to decide if they follow Bitcoin’s dip or break off for solo gains. Meanwhile, Solana’s not sleeping: DeFi Development Corp, backed by Solana, is expanding globally, planting new flags in the UK and announcing more to come.
On the safety front, Aurpay and Morgan Stanley both report that institutional demand has made crypto much “stickier.” Portfolio managers call this a generational buying opportunity if you’ve got long-term conviction, but warn not to chase pumps—if Bitcoin breaks that $100K barrier, short-term caution is king.
That’s a wrap for this wild first week of September! Thanks for tuning in to Digital Assets Decoded: Your Daily Crypto Guide. Drop by again next week for more of the real story, straight from your pal Crypto Willy. This has been a Quiet Please production—check out Quiet Please Dot A I for more, and until next time, keep those keys safe and your eyes on the chain!
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