CryptMarket Analysis — 09-09-00
Volatility persists across crypto markets as Bitcoin consolidates near $111,300 after a tougher-than-expected US jobs report, reinforcing rate-cut expectations but not triggering the anticipated upside rally. Meanwhile, spot Ether ETFs continue to see substantial outflows — $446.8M on Friday alone — reflecting investor caution amid recession fears, even as ETH posted a double-digit monthly gain. Regulatory developments remain front and center with the US Senate adding a clause to keep tokenized stocks under securities law, adding clarity but also maintaining pressure on innovative financial products.
Overall sentiment skews moderately negative: persistent macro uncertainty is driving rotation toward major assets (BTC, ETH), while cautious fund flows and regulatory headwinds restrain risk appetite. The sector remains sensitive to upcoming Fed actions and legislative frameworks, with short-term traders favoring safety over aggressive altcoin exposure.