Overview

• Spot Bitcoin ETFs recorded about $757 million in one-day inflows, the biggest since mid‑July, according to SoSo Value.
• CME FedWatch implied roughly a 93% chance of a 25 bp reduction on Sept. 17, with markets expecting additional cuts later this year.
• Over $345 million in crypto positions were liquidated in 24 hours, including about $231 million in shorts, with more Bitcoin shorts vulnerable if prices push toward $118,000.
• Ether topped $4,500 as traders highlighted an altcoin rotation, with analysts pointing to SOL, ENA and HYPE as beneficiaries.
• U.S. stocks set fresh highs and the dollar weakened, a setup that participants say is supporting crypto inflows despite stagflation concerns.