Signs of Recovery!📈

Bitcoin and Altcoins are on the move as Global Liquidity recovers.

Sep 12, 2025

Hey Thinkers 💡

Things are starting to look good again in the crypto market, with a major macro signal flashing positive signs. Global liquidity—which recently looked like it had peaked—has recovered and is now attempting to hit new highs.

This is an incredibly bullish indicator, but it also suggests we could see an extended bull market. The current thesis points to a local top in Q4 2025 and a potential blowoff top in Q1 2026. While it’s too early to confirm this scenario, the data trend is tilting in that direction.

Some people have questioned the reliability of Bitcoin’s correlation with global liquidity, so let me emphasize: this is just one signal among many. Here are the other key metrics I’m watching:

🐋 Bitcoin whale activity – Are they buying or selling?
📊 BTC and USDT dominance trends
🔍 Google search trends for Crypto and Bitcoin
🔵 BTC Pi Cycle Top indicator chart
📱 Coinbase app ranking in app stores
🧠 Retail sentiment – euphoria or fear?
📈 Stocks (S&P500, Nasdaq) and gold performance
📐 Elliot Wave and Fibonacci analysis

At the time of writing, Bitcoin is back over $116,000 and Total3 is climbing, signaling that altcoins are waking up. However, caution is warranted:

The weekly Bitcoin MACD still shows bears in control.
A short-term flush out could occur before the next major rally to all-time highs.

The bull market remains intact. Despite some saying the top is in, there’s been no invalidation of the macro trend.

Another important catalyst to watch: the Fed’s upcoming interest rate decision next week. Markets are expecting a 25 bps cut, but a surprise 50 bps cut isn’t off the table. Either way, this should inject bullish sentiment into risk assets, including crypto.

🔥 Major Crypto News This Week

1️⃣ Tether launches USAT and hires former White House crypto advisor
Tether, issuer of the largest stablecoin, has launched USAT, a token for U.S. businesses and institutions. The company appointed Bo Hines, former head of the White House’s crypto advisory group, as CEO of its U.S. business, headquartered in Charlotte, N.C.

2️⃣ Democratic Senators release crypto market structure framework
Twelve Democratic senators unveiled a legislative framework for crypto market structure, emphasizing a bipartisan approach. This follows Republican efforts to advance their own legislation, signaling growing momentum toward regulatory clarity.

3️⃣ Binance and Franklin Templeton team up on tokenization
Crypto giant Binance is joining forces with Franklin Templeton to develop tokenized asset products that bridge traditional finance and crypto. Franklin Templeton brings its securities tokenization expertise, while Binance provides trading infrastructure and a global user base.

4️⃣ BlackRock explores tokenized ETFs on public blockchains
Asset management giant BlackRock is considering tokenizing ETFs tied to real-world assets like stocks onto public blockchains. Any launch will depend on regulatory approval but marks another step in bringing TradFi products fully on-chain.

5️⃣ Chainlink, UBS, and DigiFT pilot automated tokenization
Chainlink and UBS are testing an automated tokenization system with DigiFT to eliminate manual errors. If successful, this could accelerate RWA tokenization in Hong Kong and beyond.

6️⃣ Avalanche Foundation eyes $1B digital asset fund
The Avalanche Foundation is in talks to raise $1 billion to create a digital asset treasury and “crypto-hoarding” vehicle. This is a major bet on long-term accumulation and ecosystem growth.

💡 Takeaway:
Crypto’s macro backdrop is heating up again. Global liquidity is rising, TradFi institutions are moving aggressively into tokenization, and major legislation is in motion. The coming months could set the stage for the next explosive rally. Stay cautious in the short term, but bullish in the long run.

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