On-chain Insights by IT Tech - Week 36 Bitcoin Analysis & Highlights #143
Whales Cool, US Bid Flat, Liquidity Inches Higher.
Hello,
The 143rd 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! 👇
Table of contents:
🆓 Free content (for all free subscribers):
Follow & Connect
Partnership with Bitomat.com
Top 10 Crypto & Macroeconomic News
Current market situation
New Telegram community for Active Traders
Weekly Insider Token Unlocks
🔐 Premium Insights (exclusive for paid subscribers):
BTC & ETH Market Overview: Spot & Futures Market Signals
Whale Cooldown Watch: Week-over-week
Old Supply Signal: Coin Days Destroyed
Coinbase Premium Index: Is the US bid back or gone quiet?
BTC: Liquidity map, US bid, ETF flows
Stablecoin Market Overview
Newsletter issue summary
Forecast for the Upcoming Week
1. 📲 Follow & Connect.
X/Twitter: Follow
X Crypto Discussion group: Join now
YouTube: Subscribe
All resources in one place: Linktree
📡 Telegram Channels:
IT Tech Crypto: analysis, liquidation maps, alerts → Join here
IT Tech – comments: commentary, bots, reports → Join here
📊 Dashboard: On-chain Metrics:
Weekly dashboard with all indicators in one place → Access it here
⚠️ Due to X/Twitter limits, tweet screenshots are shown instead of embeds.
2. Partnership Spotlight – 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.
Why now?
MiCA regulations are set to tighten privacy rules across the EU. Lock in hassle-free, anonymous withdrawals while you still can.
3. Top 10 Macro & Crypto News.
Below is a concise recap of the most relevant crypto, macro, and equity stories from September 1–7, 2025, focused on policy, flows, and volatility triggers.
Key takeaways:
Fed cut odds rose after a weak jobs print, lifting risk early in the week.
US tariff headlines and court rulings kept macro uncertainty high.
Equity indices swung, but leadership stayed in large-cap tech.
In crypto, ETF flow tone was mixed while treasury adoption headlines stayed active.
Weekly highlights:
Bitcoin reclaims 111k and stabilizes near 113k
Early strength followed softer labor data and higher cut odds, improving risk appetite after August volatility.
US jobs report misses
Payroll growth undershot expectations and unemployment rose to 4.3 percent, reinforcing expectations for a September policy cut.
Tariff ruling shock
A federal appeals decision questioned the legality of broad tariff actions, adding policy noise and sparking rate and equity volatility.
S&P 500 chops near highs
Tech leadership persisted despite tariff uncertainty. Pullbacks were bought, yet intraday swings widened.
Gold pushes to fresh highs
Haven demand stayed firm on tariff risk and rate cut expectations, outpacing broad equities year to date.
Waller signals comfort with cuts
A dovish tilt from the Fed camp kept September cut expectations elevated, with markets watching incoming data for size and path.
Corporate BTC treasuries in focus
Headlines highlighted continued balance sheet adoption, keeping the long-term institutional narrative in play.
US trade deficit widens
Import front-running and a softer external backdrop lifted the monthly gap, a reminder of macro cross-currents.
ETH flows show relative strength vs BTC
Ether fund inflows outpaced Bitcoin in several reads, keeping the rotation narrative alive into September.
Tariff revenue vs growth debate
Economists warned of inflation and growth trade-offs even as tariff receipts rose, underscoring policy risk for risk assets.
Comment:
Macro remains the driver. Softer labor data helped, but tariff and policy noise capped follow-through. In crypto, the path of least resistance improves when ETF flow tone turns consistently positive and stablecoin supply continues to rise. Until then, expect headline-driven ranges with selective leadership.
4. Current market situation.
📊 Market heatmap:
Quick read: Mixed breadth. BTC green, ETH red. Large caps split while mid caps are choppy.
Large caps:
BTC: $111,141, +2.23%
ETH: $4,305, −2.92%
BNB: $870, +2.30%
SOL: $203.6, ~flat
XRP: $2.84, red
Notables:
Gainers: SKY +9.69%, KHYVE +5.33%, JTO +5.63% (rotations into select mid-caps).
Losers: CRO −10.46%, KAS −8.08% (exchange and PoW names under pressure).
Stablecoins show the usual neutrality.
Comment:
BTC leadership returned while ETH lagged, a classic “defensive” rotation within crypto. Alt performance was highly selective. Exchange-linked and some high beta names were sold, while a handful of mid-caps caught flows.
What to watch next:
Does BTC hold the 111k area and keep relative strength vs ETH?
Breadth improvement across the top 50 names rather than isolated pops.
Follow through on today’s laggards, especially exchange tokens and high beta PoW names.
5. New Telegram Community for Active Traders.
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):
Register: bingx.com/partner/ITTECHPL
Complete KYC, deposit ≥ 100 USDT, and place 1 trade > $100
DM the bot: @IT_Tech_Trading_Setup_Bot → instant invite ✅
BloFin (no KYC, UK and US can also trade):
Register: partner.blofin.com/d/ITTech
Deposit ≥ 100 USDT and place 1 trade ≥ $100
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.
6. Weekly Insider Token Unlocks.
TL;DR: ~$45.2M of tokens unlock Sep 8–14. Biggest dollar unlock: APT $28.96M. Largest supply diluters: PEAQ 7.28%, BB 6.67%, IO 5.00%. Expect pre-event supply overhang on high-percentage names and post-event drift if demand is weak.
Calendar and size:
Sep 10: COPI $234.7k, 1.49% of circ • BB $3.57M, 6.67% of circ
Sep 11: GLMR $203.7k, 0.30% • AGI $1.46M, 1.78% • APT $28.96M, 0.98% • IO $5.17M, 5.00%
Sep 12: PEAQ $4.94M, 7.28%
Sep 14: ACE $716.2k, 2.00%
By dollar amount:
APT $28.96M > IO $5.17M > PEAQ $4.94M > BB $3.57M > AGI $1.46M > ACE $0.72M > COPI $0.23M > GLMR $0.20M
By the percent of the circulating supply:
PEAQ 7.28% > BB 6.67% > IO 5.00% > ACE 2.00% > AGI 1.78% > COPI 1.49% > APT 0.98% > GLMR 0.30%
Impact read:
High-impact groups: PEAQ, BB, IO. Percent unlocks above 5% can pressure price into the date and cap bounces after if liquidity is thin.
Dollar overhang: APT has the largest absolute release. Even at ~1% of circ, $29M can matter if daily spot volume is light.
Lower impact: GLMR, COPI, ACE, AGI look modest unless liquidity is very low on the venue.
🔐 Premium Insights (exclusive for paid subscribers).
Wondering what’s inside the Premium section this week?
🔍 Here’s what Premium subscribers unlock:
🧠 Still using only the free version? You’re missing half the picture.
👉 Upgrade now to unlock all insights and get 5% off your annual plan.
Already subscribed? Scroll down to continue reading or listening audio version.
🎧 Podcast version: Premium subscribers now get access to a full audio podcast version of each issue. Listen on the go and stay ahead with deep on-chain insights.
Keep reading with a 7-day free trial
Subscribe to On-Chain Insights by IT Tech💡🧠 to keep reading this post and get 7 days of free access to the full post archives.