BlockBeats News, September 4th. Today, Bitcoin surged above $81,000, with a 24-hour gain of 5.2%. At the same time, Federal Reserve Governor Waller stated that the decision to raise interest rates in September will largely depend on next week's August CPI. He also mentioned that the three-month core inflation showed "significant improvement" and the pace was "encouraging." Market expectations for a Fed rate hike have dropped significantly, with the probability of a hike this month falling to around 50%. Several traders and industry institutions have expressed their bullish views on Bitcoin's future market performance, as summarized below:

Cryptocurrency trader Ansem stated that some top traders he knows have not yet turned bullish, mainly due to concerns such as war, bond yields, the Fed interest rate meeting, and the four-year cycle. Ansem believes that as the market evolves, these cautious traders will shift in the fourth quarter and begin aggressively buying the dips. The toughest part of transitioning from a bear market to a bull market is: the trading strategies that kept you alive and profitable during the bear market may lead to losses in the bull market. If you are still making profits through short-term and high-frequency trading, it means you have strong trading skills. However, to capture the largest share of profits in a bull market, you need to relearn how to "dream," which means daring to hold spot positions and engage in long-term fantasies.

On September 3rd, while speaking at the White House, former President Trump stated that the stock market was not affected and could have been even higher, believe it or not, the stock market will rise.

BitMEX co-founder Arthur Hayes stated in his latest article that the current macro trades will form a liquidity chain of "tighten first, then ease": the decline of EURJPY will serve as a leading indicator for the escalating risks of French banks and the imminent expansion of U.S. dollar liquidity; the Fed's increase in dollar supply through the RRP and FIMA repos may further drive global fiat liquidity growth. The crypto market will be one of the fastest beneficiaries of this liquidity expansion. Hayes reiterated his price targets by the end of 2026, expecting Ethereum to reach $10,000, Ethena (ENA) to reach $0.5, and ETHFI to reach $2.

A whale who set "10 big goals first" spoke out after Bitcoin's breakout: $80,000 holding, targeting $100,000! The last opportunity to get on board! They simultaneously shared screenshots of the market, with crypto-related stocks and ETFs like IBIT, CRCL, MSTR seeing significant increases in today's call options and stock prices.

Yi Lihua, founder of Liquid Capital, stated that the upper resistance level is still around $86,000. If Bitcoin cannot strongly break above $86,000, we may need to consider the opportunity for a pullback in this upward trend. The market is always changing, but regardless, the bull market trend has already begun.

The "BTC OG Insider Whale" agent Garrett Jin stated that according to the cost basis map, a significant amount of new supply has formed between $75,000 to $80,000, providing the market with a more solid price floor support than during the previous short squeeze. If the daily closing price holds above $82,500 and retraces to stay within the $80,000 range, it can be considered as effectively absorbing price-sensitive sell-offs. Maintaining a bullish view until the end of the year, AI profits have not declined, AI spending is still progressing, and the Bitcoin accumulation channel is indeed present.

CryptoQuant analyst Zizcrypto mentioned that the Stablecoin Supply Ratio (SSR) Oscillator's 90-day reading had rapidly risen into the "strong stablecoin purchase demand" region, approaching a peak of around 4.00 in November 2024. The rapid rebound of this round of stablecoin demand indicator synchronously occurred with the strong liquidity pulse seen in the market earlier. Of more significance is whether this demand signal can be sustained.

A CoinDesk analyst stated that Bitcoin is currently close to forming a "Golden Cross" technical pattern where the 50-day moving average is about to cross above the 200-day moving average, a signal typically considered by the market as indicating a long-term uptrend. Although historical performance does not always perfectly predict market movements, this Golden Cross may receive further support from the decreasing USDT dominance. There have been a total of 12 Golden Cross occurrences in Bitcoin's history, and among the measurable 9 Golden Cross instances, the average three-month increase is approximately 24.9%.

Wintermute expressed that over the past two weeks, the cryptocurrency market has seen a recovery in performance, ETF fund flows turning positive, stablecoin issuances stabilizing, marking the start of a new full cycle. Historically, VCs and ICOs from 2017 to 2018, stablecoins from 2020 to 2021, as well as ETFs and digital asset treasuries from 2024 to 2025, have all accelerated the bull market process. RWAs may become the next significant liquidity channel.