Friday Forecasts: 05/09/25
September 5, 2025
Your weekly pulse on markets, narratives, protocols, and policy.
Market Pulse
Binance’s BTC Futures Set New Record: Will Price Rebound?
Binance has set a new record for Bitcoin futures trading, hitting its highest volume in August. This surge is being interpreted as a clear signal of growing speculative appetite among both retail and institutional traders.
According to crypto analyst Arab Chain, Binance’s total futures volume for August reached $2.626 trillion, an all-time high for 2025. This figure surpasses the previous record of $2.552 trillion set in July, reflecting a powerful return of market momentum and a fresh influx of capital. The analyst points to strengthened liquidity on Binance, which is solidifying its position as a dominant global futures marketplace.
Bitcoin Futures Traders Double Down as Market Sits in “Mid-Bull” Zone
Readings from the daily chart show that Bitcoin (BTC) has been stuck in a narrow trading range since August 29. It faces stiff resistance at $111,961 while holding support at $107,557.
Despite this muted performance, some BTC traders remain unfazed, steadily increasing their exposure to the king coin.
Narratives to Watch
Michael Saylor’s Strategy waits for key decision after qualifying for S&P 500 listing
Michael Saylor’s Strategy has officially qualified for potential inclusion in the S&P 500 after a strong record in Q2, which brought in $10 billion in net income and a tremendous growth in its BTC holdings.
Strategy has managed to meet all of the S&P 500’s requirements, that is being listed in the US, having a market capitalization that is far above the $8.2 billion threshold, trading volumes that are more than 250,000 shares per day, a public float of more than 50%, and positive earnings in the most recent quarter and over the last twelve months.
How a ‘Spot-Driven’ Rally Could Fuel Joe Lubin’s 100x ETH Prediction
Ethereum co-founder and Consensys founder Joseph Lubin has issued his most bullish prediction yet, calling for a 100x surge from current prices that would see ETH flip Bitcoin and become the world’s monetary base.
His high-conviction call is based on the thesis that Wall Street’s eventual adoption of Ethereum as its core settlement layer is inevitable. At the time of writing, ETH trades around $4,481, slightly below last week’s $4,800 peak.
Ray Dalio says soaring US debt threatens dollar, fueling demand for crypto and gold as alternatives
Ray Dalio, billionaire founder of Bridgewater Associates, warned that swelling government debt poses a more serious threat to the dollar’s reserve status than deregulation, which in turn is boosting crypto.
In written responses to the Financial Times on Wednesday — published after he accused the outlet of mischaracterizing his views — Dalio said fiscal excesses in the U.S.
Protocol Watch
Ethereum Foundation to sell $43 million in ETH via exchanges to fund research, grants and donations
The Ethereum Foundation said it will convert 10,000 ether over the coming weeks using centralized exchanges, a move it framed as routine funding for research, grants, and donations, and one that quickly sparked criticism from decentralized finance proponents who argued the sales should run through onchain rails or over-the-counter deals.
Solana Price Eyes 125% Rally as 98% Approve Alpenglow Upgrade
Solana price is setting up for a possible 125% rally, as the token trades around $210.64 after a 4% one-day jump. The market structure is forming a pattern that suggests larger moves ahead, supported by both technical signals and recent governance upgrades.
With the SOL price holding firm and the charts lining up, Solana looks ready to test higher Fibonacci targets.
Trump’s WLFI Token Burns Millions After Price Crashes Post-Launch
World Liberty Financial’s entry into crypto hasn’t gone smoothly. The project, tied to the Trump family, watched its WLFI token tumble after launch and is now trying to fight back with a burn strategy. The team has even floated the idea of ongoing buybacks funded by protocol fees, arguing that fewer tokens will reward loyal holders and discourage quick flippers.
Regulatory Radar
EU lawmakers skeptical of digital euro as ECB renews pitch
The European Central Bank (ECB) renewed its push to issue a digital euro, drawing pushback from EU lawmakers over privacy protections and potential risks to commercial banks.
ECB board member Piero Cipollone told a parliamentary economic committee on Thursday that a digital euro “will ensure that all Europeans can pay at all times with a free, universally accepted digital means of payment, even in case of major disruptions.”
Wintermute urges SEC to exclude network tokens from securities rules
Trading company and market maker Wintermute asked the United States Securities and Exchange Commission (SEC) to confirm that network tokens should not be classified as securities.
In formal feedback to the agency’s request for comment, the company said clear guidance on the security status of tokens is necessary to avoid the misapplication of securities laws and ensure the continued growth of crypto markets.
Moonrig Perspective
Markets are maturing — and so are narratives.
Real opportunity now lies in utility-backed protocols, tokenomics with intent, and cross-chain infrastructure.
This is where Moonrig gives you the edge:
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