Bitcoin Analysis & Highlights - Week 36 #144

Liquidity builds, signals split: are we late or early.

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The 144th issue of On-chain Insights by IT Tech is out! I appreciate your support - over 5,000 subscribers strong! Not subscribed yet? Now's the time to join! 👇

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Table of contents:

🆓 Free content (for all free subscribers):

1. Partnership with Bitomat.com

2. Top 10 Crypto & Macroeconomic News

3. Current market situation

4. New Telegram community for Active Traders

5. Weekly Insider Token Unlocks

🔐 Premium Insights (exclusive for paid subscribers):

6. BTC & ETH Market Overview: Spot & Futures Market Signals

7. Altcoin season case study

8. Exchange Reserves Watch: BTC and ETH at cycle lows

9. Coinbase Premium Index: Is the US bid back or gone quiet?

10. BTC: Liquidity map, US bid, ETF flows

11. Stablecoin Market Overview

12. Newsletter issue summary

13. Forecast for the Upcoming Week

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1. Partnership Spotlight – Bitomat.com.

Bitomat.com

This edition comes to you in collaboration with Bitomat.com, Europe’s premier crypto-ATM network. With over 300 locations across the continent, Bitomat enables you to convert digital assets into cash quickly, safely, and on your terms.

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2. Top 10 Macro & Crypto News (September 8–14, 2025)

Here’s a concise summary of the most significant crypto, macro, and equity stories from the week, focusing on policy, market trends, and volatility triggers.

Key takeaways:

• Softer CPI and PPI strengthened September cut odds and lifted risk assets.

• BTC reclaimed 115k on improving sentiment and treasury adoption headlines.

• AI and infrastructure plays led crypto and equities; breadth stayed selective.

• Regulatory tone in the US improved at the margin with market-structure talks.

• New listed products and tokenization initiatives extended the adoption theme.

Weekly highlights:

1. CPI 2.5% YoY, cut odds near 100%

   A 0.2% MoM print eased inflation anxiety and pushed a September 25 bps cut into base-case territory. BTC, S&P 500, and Nasdaq all firmed.

2. Bitcoin climbs above 115k

   Week-on-week gains followed treasury buys and improving risk tone. Dominance steadied as markets priced an easier policy.

3. AI tokens lead, Worldcoin spikes.

   The AI basket outperformed; WLD jumped on treasury-usage headlines. Sector leadership rotated toward infra and data plays.

4. S&P 500 and Nasdaq notch records

   Tech carried indices despite lingering tariff and growth worries. Oracle rallied on AI demand and strong results.

5. Payrolls +22k, unemployment 4.3%

   A soft labor policy reinforced the path of policy easing, benefiting cryptocurrencies and high-beta equities even as recession talk intensified.

6. Miners catch a bid

   CleanSpark, Riot, and peers advanced as BTC held gains, and AI-linked power narratives supported the group.

7. PPI dips 0.1%

   Producer prices continued to decline, further extending the disinflation trend and bolstering risk sentiment into midweek.

8. Senate outlines crypto market-structure asks.

   Incremental progress on jurisdiction and exemptions. The SEC signaled openness to tokenization workstreams.

9. Metaplanet raises for BTC, Tron stablecoin rails scale

   Corporate balance-sheet adoption stayed in the headlines; Tron volumes underscored stablecoin migration dynamics.

10. New instruments: BTC and ETH continuous futures, tokenized equities

    Cboe preps listed futures aimed at institutions; Kraken broadened EU tokenized equity access, bridging TradFi and crypto.

💬 Comment:

Policy retakes the wheel. Softer inflation and weak payrolls pinned September cut expectations, supporting BTC above 115k and pushing US equities to highs. Leadership remained narrow across the crypto sector, with AI and infrastructure themes at the forefront. Follow-through hinges on sustained fund inflows, stablecoin supply growth, and cleaner US spot bid prints next week.

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3. Current market situation.

Heatmap of Top 300 Coins (1w)

📊 Market Heatmap: Top 300 (7-day):

What it shows: Performance distribution of the 300 largest coins over the last 7 days.

Key points:

• Breadth: Broad green across majors and mid-caps.

• Leaders: SOL +21.7%, ETH +8.5%, BTC +4.7%, BNB +8.2%, XRP +9.0%.

• Rotations: SOL ecosystem and AI/infra clusters dominate winners.

• Laggards: Select exchange and niche tokens in red (CRO −6.7%, LION −15.8%, FORM −32.5%).

💬 Comment: Gains are widely distributed rather than a single-asset spike. Leadership sits with SOL and large caps, which is typically healthier for trend durability.

Watch next:

• 24h: Breadth percentage and median return of the heatmap.

• 7d: Winner concentration in the top 50 and sector clustering among weekly leaders.

• 30d: Persistence of SOL ecosystem among top winners and any shift in leadership toward or away from large caps.

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4. New Telegram Community for Active Traders.

IT Tech Trading Setups - free Telegram group

New! IT Tech Trading Setups group is now live.

Every weekday, I share 1–2 Bitcoin trading setups in this group, based on liquidation levels, market structure, and short-term momentum. No clickbait, just clean, transparent entries with SL and TP. Most setups aim for +10–20% moves.

You can now join the group in two ways:

BingX (with KYC):

1. Register: bingx.com/partner/ITTECHPL

2. Complete KYC, deposit ≥ 100 USDT, and place 1 trade > $100

3. DM the bot: @IT_Tech_Trading_Setup_Bot → instant invite ✅

BloFin (no KYC, UK and US can also trade):

1. Register: partner.blofin.com/d/ITTech

2. Deposit ≥ 100 USDT and place 1 trade ≥ $100

3. Fill the 60-sec form: Google Form – access within 24h

🎁 Why join now?
⚡️ Fresh BTC setups drop every weekday – miss the entry, miss the move
⚡️ Potential liquidations maps
⚡️ Major on-chain movements analysis

Pick your exchange, lock in the bonus, and trade with me. See you inside! 🔥*Disclaimer: Educational content only; not financial advice.

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5. Weekly Insider Token Unlocks.

🔓 Weekly Insider Unlocks: Sep 15–21, 2025

What it shows: Scheduled token releases that add to the circulating supply.

Key points:

• Week total: ~$242.2M unlocked

• ZRO: $48.8M, 21.63% of circ (24.04M ZRO)

• LISTA: $6.30M, 11.36% of circ (24.69M LISTA)

• VELO: $13.43M, 5.12% of circ (900.00M VELO)

• FTN: $89.80M, 4.63% of circ (20.00M FTN)

• ARB: $49.27M, 1.75% of circ (92.65M ARB)

💬 Comment: This is a heavy unlock week. High-percentage names like ZRO and LISTA can see sharp two-way volatility, while ARB carries a size that may weigh intraday, even with a lower percentage.

Watch next:

• Exact unlock day and hour for ZRO, LISTA, ARB

• 24–72h post-unlock price behavior versus average daily range

• Whether the unlocked amount exceeds 1 day of typical spot volume for the token

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