Coinbase believes crypto markets may be on the cusp of a full-scale altcoin season, with institutional demand for Ethereum playing a central role and a potential Federal Reserve rate cut in September setting the stage for retail inflows. In its August research outlook published Thursday, the exchange said the market has largely followed the path it predicted earlier this year, when it expected new highs in the second half of 2025. Stronger-than-anticipated macro conditions and clearer regulatory frameworks have helped fuel that momentum. Bitcoin’s market dominance has slipped from 65% in May to about 59% in August. Coinbase said the decline points to the early stages of capital rotation into altcoins. At the same time, altcoin market capitalization has jumped more than 50% since July to $1.4 trillion. Altcoin Season is coming As September approaches, the transition to a full-scale altcoin season is likely. Our positive 3Q25 outlook stems from macro trends such as potential Fed rate cuts and expected regulatory advancements. More key themes in this Monthly Outlook report ↓ — Coinbase Institutional (@CoinbaseInsto) August 14, 2025 ETH Market Cap Jumps 50% Since July on Treasury Buys The Altcoin Season Index, a metric that tracks whether alts are outperforming Bitcoin, remains in the low 40s, below the 75 threshold that signals a full rotation. Still, Coinbase noted that conditions are aligning for a broader rally as September approaches. Ethereum has been the main beneficiary of this shift. Its market cap has grown 50% since early July, powered by demand from digital asset treasuries and a growing narrative around stablecoins and real-world assets. Bitmine Immersion Technologies alone has acquired 1.2m ETH after raising $20b, with capacity to purchase $24.5b worth. The firm has overtaken Sharplink Gaming, the former leader among Ethereum-focused treasuries. Together, top institutional holders now control nearly 3 million ETH, about 2% of the supply. Source: Coinbase Tokens linked closely to Ethereum, including Arbitrum, Ethena, Lido DAO and Optimism, have all moved in step with ETH. Of these, only Lido has rallied sharply, gaining 58% this month. Coinbase said Lido’s rise reflected both its exposure to ETH and a US SEC staff statement earlier in August that liquid staking tokens are not securities under certain conditions. Alt Season Not Fully Here, But Conditions Are Building While institutional flows dominate the ETH story, Coinbase said retail capital is also waiting to move. More than $7.2 trillion currently sits in US money market funds, the largest stockpile on record. These balances represent what the firm called “missed opportunity costs” caused by high traditional valuations, trade uncertainties and lingering doubts about growth. It expects the upcoming Fed cuts to reduce the appeal of money market funds and redirect capital into crypto and other risk assets. The firm’s liquidity index, which tracks stablecoin issuance, trading volumes, orderbook depth and free float, has also begun to recover after six months of decline. Coinbase said this is an early sign that liquidity is returning to the crypto market. “Our 3Q25 outlook remains constructive, though our view on an altcoin season has evolved,” the report said. “The recent decrease in Bitcoin dominance suggests an early rotation of capital into altcoins rather than a full-scale altcoin season at this stage. With the Fed expected to ease in September and the SEC signaling flexibility around some token models, Coinbase said the conditions for a deeper altcoin season are beginning to fall into place. The post Coinbase Flags Early Signs of Altcoin Season, With Ethereum at Core of Momentum appeared first on Cryptonews .
South Korea’s Dunamu, operator of Upbit, is partnering with Vietnam’s state-controlled MB Bank to launch the country’s first licensed crypto exchange. The move follows new legislation legalizing digital assets in Vietnam. Vietnam Set to Open First Domestic Crypto Exchange with Dunamu–MB Bank Deal Vietnam is preparing to debut its first domestic cryptocurrency exchange through a
A televised discussion on a German financial news program has gained traction within the XRP community following an extensive debate about XRP based on short-term and long-term price targets. The video was shared by crypto enthusiast Xaif (@Xaif_Crypto), outlining a highly optimistic outlook for the digital asset following the final resolution of Ripple’s long-running legal battle with the U.S. Securities and Exchange Commission (SEC). The SEC and Ripple have withdrawn their respective appeals in the U.S. Court of Appeals for the Second Circuit. This closes a case that lasted for over five years. With this step, no further legal proceedings are pending between the regulator and the company, removing a significant overhang on the cryptocurrency. The analysts noted that during the height of the dispute, Ripple had signed over 1,700 non-disclosure agreements with companies and governments worldwide. Many of these entities may now be more willing to publicly announce partnerships or trials involving Ripple’s technology or the XRP Ledger (XRPL), potentially leading to a stream of new business updates. Russian analyst predicts massive $XRP surge! XRP price target: $7–8 short-term Could skyrocket to $13 if momentum holds Long-term vision: $50–100 per XRP Believes XRP will overtake Bitcoin in utility #XRP #Ripple #XRPHolders #Crypto pic.twitter.com/AH6UbIvqL4 — Xaif Crypto | (@Xaif_Crypto) August 13, 2025 Potential for ETF Approval One of the most significant implications of the settlement is the removal of a regulatory obstacle to a potential spot XRP exchange-traded fund in the U.S. According to the discussion, the SEC could not have approved such a product while it was still litigating against Ripple. With the case closed, analysts see a clearer path for potential ETF filings from major firms like BlackRock, noting confirmation could spark significant market impact, especially if institutional accumulation of XRP occurs before any public announcement. We are on X, follow us to connect with us :- @TimesTabloid1 — TimesTabloid (@TimesTabloid1) June 15, 2025 Short and Long-term XRP Price Targets The analysts set short-term targets at $7 to $8, potentially $13 with strong momentum. Long term, it could reach $50 to $100 , depending on adoption and utility growth. They noted that XRP often follows broader crypto trends, with Bitcoin and Ethereum gains likely boosting investor interest in the asset. They cited a past 300% XRP rally in three weeks, suggesting similar surges remain possible, with legal clarity now providing a stronger foundation for decisive future price movements. Utility Over Speculation The discussion concluded with the assertion that XRP’s long-term potential rests on its functional advantages rather than speculative trading alone. The settlement now places the focus squarely on real-world adoption , institutional involvement, and Ripple’s ability to convert its extensive network of agreements into active, public partnerships. This shift will determine whether XRP can achieve the higher targets envisioned and potentially rival leading cryptocurrencies in terms of global utility. Disclaimer : This content is meant to inform and should not be considered financial advice. The views expressed in this article may include the author’s personal opinions and do not represent Times Tabloid’s opinion. Readers are advised to conduct thorough research before making any investment decisions. Any action taken by the reader is strictly at their own risk. Times Tabloid is not responsible for any financial losses. Follow us on X , Facebook , Telegram , and Google News The post German Analysts Predict $13 XRP Price On Live TV, Set $50-$100 Long-Term Vision appeared first on Times Tabloid .
The company secured 14.02 EH/s of computing power and protection from US tariffs on China-made mining hardware. While the tariffs aim to boost domestic manufacturing, critics warn they could raise equipment costs, weaken demand from US miners, and ultimately drive mining operations back overseas. American Bitcoin Expands with Bitmain Deal American Bitcoin, a Bitcoin mining company backed by members of US President Donald Trump’s family, exercised an option to acquire up to 17,280 application-specific integrated circuits (ASICs) from Bitmain, which is one of the world’s leading crypto mining hardware manufacturers. Earlier this month, the company purchased 16,299 Antminer U3S21EXPH units, which deliver a combined computing power of 14.02 exahashes per second/ The deal was worth around $314 million, according to TheMinerMag . (Source: TheMinerMag ) The main goal of the agreement is to shield American Bitcoin from price hikes that could result from the Trump administration’s sweeping trade tariffs and import duties on China-made Bitmain equipment. In anticipation of these tariffs, Bitmain announced plans to open its first US-based ASIC production facility by the end of the year, as well as a new headquarters in either Florida or Texas. The trade restrictions are part of a push to reshore manufacturing, but they have introduced new strains across the Bitcoin mining supply chain. Miners and hardware producers are both being forced to adjust their strategies as they navigate the shifting economics brought on by the tariffs. Currently, over 99% of global Bitcoin mining hardware comes from three companies — Bitmain, MicroBT, and Canaan — with Bitmain holding a dominant 82% market share, according to the University of Cambridge . While the administration’s strategy is to bring production to US soil, it has attracted some mixed reactions. Mining hardware distribution by manufacturer (Source: University of Cambridge ) Critics argue that the tariffs could be inflationary and ultimately harm the domestic mining industry. Jaran Mellerud , CEO of Hashlabs, warned that higher equipment prices might crush demand from US miners, leaving manufacturers with excess inventory to offload abroad at lower prices. Such a shift could reverse the intended goal by pushing mining operations back overseas, and eroding the competitive position of US-based miners.
The largest US banking associations have requested amendments to the Guiding and Establishing National Innovation for US Stablecoins Act (GENIUS), a bill signed into law by President Donald Trump last month that includes stablecoin regulations. Banks argue that current regulation contains loopholes that could harm the financial system. The American Bankers Association (ABA) and 52 banking organizations expressed concerns about the law's interest payment, state regulations, and stablecoin issuance by non-financial companies in a letter sent to the Senate Banking Committee this week. Related News: Ripple Vice President Claims XRP Network is Fully Prepared for Future Technology The banks argued that while they supported the law prohibiting stablecoin issuers from paying interest to investors, the current text allows for this prohibition to be easily circumvented. The letter stated that exchanges, brokers, and affiliates could offer interest-like returns, transforming stablecoins from mere payment instruments into stores of value and credit mechanisms. “If deposits turn to stablecoins for interest, credit creation will decrease,” the letter stated, adding that the interest ban should also apply to digital asset exchanges, brokers, and other intermediaries. Banking institutions also noted that this regulatory gap could increase the risk of deposit outflows, especially during crisis periods, which would reduce the supply of credit, raise interest rates, and increase borrowing costs for businesses and households. *This is not investment advice. Continue Reading: Banks Join Forces in the US: They Are Trying to Change the Bullish Cryptocurrency Law Signed by Trump
BitcoinWorld Asia FX: Navigating Tepid Markets Amidst Shifting Fed Bets and Yen’s Astonishing Rise In the dynamic world of cryptocurrency, where volatility often reigns supreme, understanding broader macroeconomic trends is not just an advantage—it’s a necessity. The global financial landscape, particularly the movements within the Asia FX markets, directly influences investor sentiment, capital flows, and ultimately, the risk appetite that often spills over into digital assets. Recently, a notable shift has been observed: Asian currencies are largely subdued, while the Japanese Yen has shown surprising strength. What’s driving these divergent paths, and how do evolving Fed Rate Bets play a pivotal role in this complex dance? Why is Asia FX Feeling the Chill? The general sentiment across Asian foreign exchange markets has been described as tepid, reflecting a cautious approach by investors. This subdued performance in Asia FX is influenced by a confluence of factors, primarily the strength of the US dollar and concerns about capital outflows from emerging markets. Many Asian economies are grappling with their own inflation pressures and the delicate balance of maintaining economic growth while managing currency stability. The term ‘tepid’ suggests a lack of strong directional momentum, neither robust appreciation nor sharp depreciation across the board for most regional currencies. This stands in contrast to periods of strong growth or significant capital inflows. Several factors contribute to this subdued state: US Dollar Strength: A robust US dollar, often fueled by higher interest rate differentials, makes other currencies relatively less attractive. Capital Outflow Concerns: As global interest rates rise, particularly in developed economies, investors may pull capital from riskier emerging markets in Asia, seeking higher yields or safer havens. Regional Economic Data: While some economies show resilience, others face headwinds from global trade slowdowns or domestic challenges, contributing to a mixed economic outlook across the continent. Monetary Policy Divergence: Asian central banks are navigating different stages of their monetary policy cycles compared to the Federal Reserve, creating varied impacts on their respective currencies. For instance, currencies like the Korean Won, Chinese Yuan, and Indian Rupee have largely traded within tight ranges or shown modest depreciation against the dollar, reflecting these underlying pressures. This environment necessitates careful observation for anyone tracking Global Markets , as subtle shifts can have significant implications. The Federal Reserve’s Shadow: How Do Shifting Fed Rate Bets Impact Currencies? A significant driver behind the current state of Asia FX and indeed, Global Markets , is the evolving expectation around the Federal Reserve’s interest rate policy. Recent strong US Economic Data , particularly on inflation and employment, has led to a reduction in market expectations for aggressive Fed rate cuts in the near future. This ‘higher-for-longer’ interest rate narrative for the US dollar has profound implications globally. When the Federal Reserve maintains higher interest rates, it makes dollar-denominated assets more appealing to international investors. This increases demand for the US dollar, causing it to strengthen against other currencies. For Asian economies, a stronger dollar can: Increase Import Costs: Making dollar-denominated imports, especially commodities like oil, more expensive for countries that rely on them. Heighten Debt Servicing Costs: For governments and corporations with dollar-denominated debt, a stronger dollar means higher local currency costs to service these debts. Trigger Capital Outflows: Investors might reallocate funds from Asian markets to the US to capture better risk-adjusted returns, putting downward pressure on Asian currencies. The reduction in Fed Rate Bets implies that the market is now pricing in fewer rate cuts, or even later rate cuts, than previously anticipated. This adjustment by traders and institutions sends ripples through bond yields, equity markets, and especially currency valuations worldwide, affecting everything from trade balances to investment flows. The Astonishing Ascent of the Japanese Yen: A Closer Look Amidst the general tepidness in Asia FX , the Japanese Yen has emerged as a standout performer, showcasing an astonishing rise. This notable strength is primarily attributed to Japan’s surprisingly robust Q2 GDP figures. While the Bank of Japan (BoJ) has maintained an ultra-loose monetary policy for an extended period, the strong economic growth data has sparked speculation about a potential shift in their stance. Japan’s Q2 GDP exceeded market expectations, driven by strong domestic demand and a rebound in capital expenditure. This economic vitality suggests that the Japanese economy might be gaining momentum, potentially allowing the BoJ to consider normalizing its monetary policy sooner than previously thought. Even subtle hints or market speculation about a future interest rate hike from the BoJ can significantly boost the Yen, as it would narrow the yield differential with other major currencies, particularly the US dollar. Furthermore, the Japanese Yen often acts as a safe-haven currency during periods of global economic uncertainty or market volatility. When investors seek stability, they tend to flock to assets perceived as low-risk, and the Yen frequently benefits from this flight to safety. This dual dynamic—strong domestic Economic Data hinting at policy shifts and its traditional safe-haven appeal—has propelled the Yen’s recent appreciation, making it a compelling outlier in the current Global Markets landscape. Ripple Effects Across Global Markets: What’s the Broader Impact? The dynamics playing out in Asia FX and the contrasting performance of the Japanese Yen , all under the influence of shifting Fed Rate Bets , have far-reaching implications for Global Markets . These currency movements are not isolated; they create ripple effects across various asset classes, influencing investment decisions and economic stability worldwide. For equity markets, a stronger US dollar can pressure multinational companies with significant overseas earnings, as those earnings translate into fewer dollars. Conversely, export-oriented economies in Asia might face headwinds if their currencies strengthen too much, making their goods more expensive abroad. Bond markets react to interest rate differentials, with capital flowing towards higher-yielding government bonds, potentially impacting borrowing costs for nations. In the commodity markets, a stronger dollar typically makes dollar-denominated commodities like oil and gold more expensive for holders of other currencies, potentially dampening demand. The interconnectedness of these financial systems means that a significant shift in one area, such as currency valuations, can trigger a chain reaction across others. Investors, including those in the crypto space, must monitor these macro trends closely, as shifts in traditional asset classes can influence risk appetite and capital allocation towards digital assets. The Crucial Role of Economic Data in Market Dynamics At the heart of market movements and central bank decisions lies Economic Data . The recent strength of the Japanese Yen , for instance, was directly linked to robust Q2 GDP figures. This highlights how critical data releases are in shaping market sentiment and influencing policy expectations. Central banks, including the Federal Reserve and the Bank of Japan, adopt a ‘data-dependent’ approach, meaning their policy decisions are heavily influenced by incoming economic indicators. Key economic data points that traders and institutions scrutinize include: Inflation Reports: Consumer Price Index (CPI) and Producer Price Index (PPI) provide insights into price pressures, directly impacting interest rate expectations. Employment Figures: Non-farm payrolls, unemployment rates, and wage growth indicate the health of the labor market and consumer spending capacity. Gross Domestic Product (GDP): A broad measure of economic activity, indicating the pace of economic growth or contraction. Retail Sales: A gauge of consumer spending, a significant component of many economies. Manufacturing and Services PMIs: Leading indicators of economic activity in key sectors. The market’s reaction to these data points can be swift and significant. A strong inflation report might lead to expectations of tighter monetary policy, strengthening the associated currency, while weak growth data could prompt expectations of easing. Understanding this relationship is fundamental for anyone looking to navigate the complexities of Global Markets and make informed investment decisions. Challenges and Opportunities for Investors in the Current Climate The current global economic landscape, marked by subdued Asia FX and a rising Japanese Yen amidst shifting Fed Rate Bets , presents both challenges and opportunities for investors across various asset classes, including cryptocurrencies. Challenges: Increased Volatility: Divergent monetary policies and uncertain economic outlooks can lead to heightened currency and market volatility, making it harder to predict movements. Policy Divergence Risk: The differing paths of central banks can create significant interest rate differentials, influencing capital flows and making some markets more susceptible to external shocks. Geopolitical Risks: Ongoing geopolitical tensions can amplify market uncertainty, leading to sudden shifts in investor sentiment and safe-haven flows. Opportunities: Strategic Positioning: For sophisticated investors, understanding these dynamics can open opportunities for strategic positioning in currencies, bonds, and equities. Diversification: The varying performance of currencies can underscore the importance of diversification across different geographical regions and asset classes to mitigate risk. Hedging Strategies: Businesses and investors with international exposures can explore hedging strategies to protect against adverse currency movements. For cryptocurrency investors, these macro trends are vital. A stronger US dollar, often a result of reduced Fed Rate Bets , can sometimes exert downward pressure on riskier assets like crypto. Conversely, a weakening dollar or a search for alternative stores of value in times of traditional market uncertainty could provide support. Monitoring the interplay between Economic Data , central bank actions, and currency markets is key to understanding broader market sentiment and its potential spillover into digital assets. Actionable Insights for Navigating the Tepid Waters To effectively navigate the current global financial landscape, marked by subdued Asia FX and the strong Japanese Yen , investors should consider several actionable insights: Monitor Central Bank Communications Closely: Pay keen attention to statements and speeches from the Federal Reserve, Bank of Japan, and other major central banks. Their forward guidance on monetary policy is a critical determinant of currency movements. Track Key Economic Data Releases: Stay informed about upcoming Economic Data , particularly inflation, employment, and GDP reports from major economies. These releases often trigger significant market reactions. Understand Inter-Market Correlations: Recognize how currency movements correlate with other asset classes like equities, commodities, and bonds. A strong dollar, for example, can impact commodity prices and corporate earnings. Consider Diversification and Risk Management: In an environment of uncertainty, diversifying your portfolio across different asset classes and geographies can help mitigate risks. Employ robust risk management strategies, including setting stop-losses and managing position sizes. Assess Regional Nuances in Asia FX: While Asia FX may seem broadly tepid, understand that each currency has its unique drivers. Research specific economies and their local policy considerations. By staying informed and adopting a proactive approach, investors can better position themselves to respond to shifts in Global Markets and potentially capitalize on emerging opportunities, even amidst seemingly quiet periods for some currencies. In conclusion, the global currency landscape is a complex tapestry woven from diverse economic performances, central bank policies, and investor sentiment. While Asia FX broadly remains tepid, reflecting concerns over US dollar strength and reduced Fed Rate Bets , the Japanese Yen stands out with its astonishing rise, fueled by strong Q2 Economic Data . These dynamics underscore the interconnectedness of Global Markets and the crucial role that macroeconomic factors play in shaping investment opportunities and risks. For all investors, including those in the fast-paced crypto world, understanding these fundamental shifts is paramount for informed decision-making and navigating the evolving financial currents. To learn more about the latest Forex market trends, explore our article on key developments shaping global currencies and economic policies . This post Asia FX: Navigating Tepid Markets Amidst Shifting Fed Bets and Yen’s Astonishing Rise first appeared on BitcoinWorld and is written by Editorial Team