Bitcoin Gets the Billions, Traders Get the Thrills

Bitcoin ETFs just logged $550M in four days, the US deficit ballooned to $345B as interest costs soared, and Gemini is about to test Wall Street's appetite for crypto stocks.

Each story points to where risk—and opportunity—is shifting next.

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Market-Moving News

This week wasn't about quiet drift—it was about sharp signals breaking through the noise.

Institutional money is piling back into Bitcoin, fiscal red flags are driving capital into hard assets, and Gemini is putting crypto's public-market comeback to the test.

For investors, these aren't headlines to skim—they're early markers of where capital could pivot next.

Markets

Bitcoin ETFs Log $550M Inflows Over 4-Day Streak as Rate-Cut Bets Build

Bitcoin ETFs in the US booked $552.78 million in inflows on Thursday, marking their fourth straight day of gains.

It's the joint-longest streak since August 14, when Bitcoin hit a record high above $123,000.

Wednesday saw $757.14 million flow in, the largest single-day inflow since July 16. The return of consistent demand signals growing confidence ahead of the Federal Reserve's September 17 meeting.

Spot Ether ETFs are also turning positive after six days of outflows that pulled over $1 billion from the market. Thursday marked their third consecutive day of net inflows.

Bitcoin has climbed nearly 3.2% this week to hover above $115,000, while Ether has jumped 5% to reclaim $4,500. Both moves align with expectations of a 25 bps Fed rate cut next week.

Investors appear to be front-running a potential shift to looser monetary policy. Rate cuts historically draw capital into risk assets, especially crypto.

The streak also suggests institutional traders are regaining conviction after a choppy summer. ETF demand often signals long-horizon capital rather than short-term speculation.

For investors, rising ETF inflows point to renewed institutional appetite for crypto ahead of a dovish Fed pivot.

Sustained flows could add momentum, though upside hinges on next week's policy outcome.

Markets

US Deficit Hits $345B in August as Net Interest Costs Surge, BTC and Gold Rise

The US posted a $345 billion budget deficit in August, driven by $689 billion in outlays against $344 billion in revenue.

Net interest payments hit $93 billion, now the government's third-largest monthly expense.

Only Medicare and Social Security cost more, at $141 billion and $134 billion, respectively. The data underscores how rising borrowing costs are reshaping fiscal priorities.

The 30-year Treasury yield sits at 4.7% after jumping from 3.9% to 5% following the Fed's 100 bps cut in September 2024.

Policymakers are wary of repeating that pattern as they weigh a smaller 25 bps cut this month.

Recent data suggests inflation may be re-accelerating. Cutting too quickly could stoke price pressures and drive yields higher again.

That would raise debt servicing costs further, deepening the fiscal gap and pressuring risk assets. It's a delicate balance as fiscal and monetary policy increasingly collide.

Markets are already reacting. Gold touched new record highs near $3,670 per ounce while Bitcoin broke above $115,000.

For investors, the surge in hard assets reflects mounting concern over US debt sustainability.

If rate cuts reignite inflation, capital could flow more aggressively into Bitcoin and gold as perceived safe havens.

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Institutional Investment

Gemini Prices IPO at $28 in Landmark Crypto Exchange Debut

Gemini priced its IPO at $28 per share, topping forecasts as it prepares to list on the Nasdaq under ticker GEMI.

The exchange aims to raise over $450 million from more than 16 million shares offered.

Investor demand pushed the deal above its initial $17–$19 range. The offering includes a 30-day option for underwriters to buy 758,929 additional shares.

The debut marks one of the most closely watched crypto listings this year. It also puts co-founders Tyler and Cameron Winklevoss back in the spotlight.

Gemini remains heavily reliant on trading fees, which made up 70% of last year's $142.2 million revenue.

But losses are widening—$158.5 million in 2024 and $282.5 million in just the first half of 2025.

Regulatory baggage lingers after a $5 million settlement with the CFTC earlier this year.

Meanwhile, Trump's stalled CFTC nominee Brian Quintenz has publicly feuded with the twins, adding political risk.

Gemini frames the IPO as a bet on its "long history of firsts" and innovation track record. But success hinges on returning to profitability in a competitive exchange market.

For investors, Gemini's IPO reflects growing mainstream acceptance of crypto firms on Wall Street.

Still, profitability concerns and regulatory overhang could limit upside even if initial demand is strong.

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Future Forward

The market's biggest moves rarely kick down the front door—they slip quietly through the side entrance.

By the time the crowd turns its heads, the early players are already cashing in.

This week was a reminder that the loudest headlines aren't always where the real shift starts. The real edge goes to those who can read the whispers before they become the roar.

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Crypto Know-How: What Is Gemini?

Gemini is a US-based cryptocurrency exchange founded in 2014 by Tyler and Cameron Winklevoss, two early Bitcoin investors.

It lets users buy, sell, and store digital assets, while also offering custodial services for institutions.

The platform is known for its heavy focus on security and regulatory compliance.

It was one of the first crypto exchanges to be licensed in New York, which helped it build trust with banks and large investors.

Gemini makes most of its money from trading fees, similar to traditional stock exchanges.

It also offers products like Gemini Earn for interest on crypto deposits and Gemini Dollar (GUSD), a regulated stablecoin.

For investors, Gemini's IPO marks a milestone—bringing a major crypto exchange directly onto Wall Street.

Its success will depend on whether it can grow users and revenue while staying profitable in an increasingly competitive industry.

Capital is moving fast, and not always where you'd expect it.

Between surging ETF flows, mounting debt fears, and Gemini's leap to Wall Street, the next wave won't wait for permission.

Everything Else

• Coinbase accused the SEC of destroying nearly a year of former Chair Gary Gensler's text messages during a key enforcement period and is seeking court sanctions over the lost records.

• RWA-focused tokens surged 11% this week as the total on-chain value of tokenized real-world assets hit a record $29 billion, nearly doubling since January.

• World Liberty Financial's WLFI token held steady near $0.20 after 99.48% of holders approved a buyback-and-burn plan to create a deflationary supply model.

• A new malware dubbed ModStealer is targeting crypto wallets across macOS, Windows, and Linux via fake job ads, stealing private keys and credentials undetected.

• CleanCore Solutions has bought over 500 million DOGE—half its 1 billion target—as it races to build a Dogecoin treasury while shares rallied 12% after hours.