The United Kingdom has emerged as one of Europe’s leading hubs for blockchain innovation, and with that growth comes demand for specialized marketing expertise. Finding a reliable, results-driven marketing partner within the UK can be challenging when so many agencies promise the world but deliver mediocre campaigns. To help UK-based blockchain founders and international projects […] The post Top UK-Based Crypto Marketing Agencies in 2026 [Verified by Clutch] appeared first on TechBullion.The United Kingdom has emerged as one of Europe’s leading hubs for blockchain innovation, and with that growth comes demand for specialized marketing expertise. Finding a reliable, results-driven marketing partner within the UK can be challenging when so many agencies promise the world but deliver mediocre campaigns. To help UK-based blockchain founders and international projects […] The post Top UK-Based Crypto Marketing Agencies in 2026 [Verified by Clutch] appeared first on TechBullion.

Top UK-Based Crypto Marketing Agencies in 2026 [Verified by Clutch]

2025/11/25 19:00
11 min read

The United Kingdom has emerged as one of Europe’s leading hubs for blockchain innovation, and with that growth comes demand for specialized marketing expertise. Finding a reliable, results-driven marketing partner within the UK can be challenging when so many agencies promise the world but deliver mediocre campaigns.

To help UK-based blockchain founders and international projects targeting British markets make informed decisions, this ranking focuses exclusively on agencies with verified UK operations. The evaluation is based on data from Clutch, one of the most trusted B2B platforms where agencies are assessed through verified client reviews, documented outcomes, service quality, and market reputation.

Clutch ratings cut through the noise: real client feedback, real performance metrics, and real results.

Quick Overview: Top 5 UK Crypto Marketing Agencies

  1. Bond Finance — Full-stack Web3 growth specialists, 5.0 Clutch rating, operating since 2017
  2. LKI Consulting — London-based creative powerhouse, established 2016
  3. Cryptopulse — Media brand and agency with podcast reach
  4. Bird Marketing — Enterprise-grade marketing with Web3 expertise
  5. Hallam — Nottingham-based data-driven growth agency

Below are the Top 5 UK Blockchain Marketing Agencies in 2026, chosen for their proven capabilities in Web3 marketing, demonstrated client success, and specialized blockchain communication strategies.

1. Bond Finance — Comprehensive Retention-First Marketing

Website: bondfinance.io
Location: United Kingdom
Founded: 2017
Clutch Rating: 5.0/5.0 + 10 Awards

Bond Finance operates as a full-spectrum crypto marketing agency with deep roots in the UK’s Web3 ecosystem. Since 2017, the agency has focused exclusively on cryptocurrency and blockchain projects, developing specialized expertise that generalist marketing firms simply cannot match.

What Sets Them Apart:

Bond Finance earned Clutch Premier Verified status — a distinction reserved for agencies meeting the highest standards of client satisfaction and service quality. Their perfect 5.0 rating on Clutch stems from verified reviews emphasizing strategic depth, measurable results, and professional execution.

The agency received recognition across multiple industry platforms throughout 2025. Crypto Daily ranks them within the top trusted blockchain marketing agencies, and Clutch ranks them #1 among crypto marketing agencies in England.

Service Capabilities:

Unlike agencies that specialize narrowly, Bond Finance offers integrated marketing systems covering community development, influencer strategy, social channel management, blockchain advisory, investor relations coordination, comprehensive project management, crisis response protocols, campaign architecture, and user acquisition frameworks.

Their methodology centers on retention metrics rather than vanity numbers. While many agencies chase follower counts and impressions, Bond Finance measures success through wallet connections, protocol interactions, governance participation, and other indicators of genuine community investment.

Client Portfolio and Outcomes:

Bond Finance works with blockchain projects including Pendo, Orange, Suede Ai and Shroomates. Verified Clutch testimonials provide specific results: one client secured institutional partnerships and achieved market recognition in their first year of collaboration. Another B2B platform successfully onboarded enterprise customers and established a strategic partnership, specifically crediting Bond Finance’s ability to communicate Web3 value propositions to traditional business stakeholders.

The agency demonstrates particular strength in projects requiring both crypto-native marketing and mainstream business credibility — a rare combination in the UK market.

Best For: Crypto start-ups and projects seeking comprehensive growth systems with proven retention focus and strategic depth.

2. LKI Consulting — Creative Marketing with Design Excellence

Website: lkiconsulting.io
Location: London, England
Founded: 2016

LKI Consulting operates as an award-winning London-based agency specializing in blockchain PR, crypto marketing strategy, and comprehensive design services. Since 2016, they’ve supported over 280 clients across DeFi, NFT, fintech, and SaaS sectors.

Core Strengths:

LKI positions itself as a seven-figure-valued marketing and design agency that selects a limited number of projects annually to ensure deep immersion in each client’s vision. Their team combines creative excellence with data-driven strategies, offering bespoke solutions for global campaigns.

The agency is led by CEO Laura K. Inamedinova, recognized internationally among “Top 10 Women Entrepreneurs” by Entrepreneur Magazine and featured as a HuffPost-acclaimed PR expert. This leadership visibility provides clients with additional credibility and networking opportunities within the UK and international blockchain communities.

Service Range:

LKI offers marketing strategy and advisory, product advisory, business development and partnership sourcing, growth hacking, KOL management and influencer coordination, full-scope token generation event (TGE) marketing, Twitter management, community management, comprehensive Web3 design services, and crypto public relations.

Their design capabilities set them apart from pure marketing agencies. LKI’s creative team has directed design projects for Fintech, Tech, and Web3 clients, creating brand books, visual identities, and complete design systems that resonate in competitive markets.

Client Success:

The agency’s portfolio includes work with prominent blockchain projects like Binance, Meld, and hi. Their track record emphasizes scaling clients by significant multiples, with documented cases of helping clients raise substantial funding rounds.

Best For: Blockchain projects prioritizing brand identity, creative differentiation, and campaigns requiring both marketing strategy and visual design excellence.

3. Cryptopulse — Media Brand and Marketing Integration

Website: cryptopulse.co.uk
Location: United Kingdom
Founded: 2024 (Media brand with established presence)

Cryptopulse operates as both a Web3 marketing agency and media brand, offering a unique positioning in the UK blockchain marketing landscape. Their globally renowned Cryptopulse podcast provides direct access to crypto exchanges and major projects, creating networking opportunities beyond traditional agency services.

Distinctive Approach:

Cryptopulse bridges visionary marketing with blockchain innovation through their dual role as service provider and media entity. This media presence offers clients visibility opportunities through podcast features and editorial content alongside traditional marketing services.

The agency leverages cutting-edge analytics tools to inform strategies, ensuring campaigns are based on solid data rather than intuition. This analytical approach allows continuous optimization and tactical adjustments to maximize ROI and keep projects ahead of market trends.

Service Portfolio:

Cryptopulse provides high-performance marketing, design, and PR services tailored for crypto ventures. Their offerings include strategic Web3 marketing for captivating investors and accelerating project visibility, marketing solutions for Web 3.0 innovations that foster trust and community engagement, creative storytelling and targeted campaigns for NFT projects, and bespoke branding and outreach strategies for influencers and thought leaders.

The agency also offers video content creation, animation services for explaining complex concepts, social media presence building, whitepaper production, and comprehensive content marketing across multiple platforms.

Best For: Projects seeking integrated marketing with media exposure opportunities, particularly those that can benefit from podcast features and editorial coverage alongside traditional agency services.

4. Bird Marketing — Enterprise Digital Marketing with Crypto Specialization

Website: bird.co.uk
Location: London, England (with offices in New York and Dubai)
Founded: 2010

Bird Marketing brings over a decade of digital marketing expertise to the blockchain space, representing a bridge between mainstream marketing excellence and crypto-specific knowledge. Founded in 2010, Bird has evolved to serve Web3 projects while maintaining its roots in enterprise-grade campaign execution.

Market Position:

Bird’s hallmark is comprehensive service delivery executed with emphasis on innovation, analytics, and customized solutions. The agency positions itself as ideal for crypto projects targeting both crypto-native audiences and mainstream consumers — a valuable capability for projects seeking mass adoption beyond existing blockchain communities.

Crypto-Specific Services:

Bird offers targeted crypto keywords and SEO strategies to drive traffic with blockchain-related search terms, authority building through backlinks from trusted crypto news sources, blockchain-optimized website design tailored to showcase crypto technologies, conversion-focused user flows designed to engage investors and drive participation, responsive design ensuring seamless access across all devices, crypto ad networks including platforms like Coinzilla, high-intent advertising focused on investors actively seeking blockchain opportunities, performance tracking using crypto-specific campaign data, UK compliance ensuring campaigns meet regional regulations, geo-targeting for high-interest UK areas, and educational content that simplifies blockchain topics for wider audiences.

Unique Value:

Bird’s multi-office structure (London, New York, Dubai) provides international reach while maintaining UK market expertise. This global presence benefits project planning expansion beyond British markets.

Best For: Established blockchain projects seeking professional, enterprise-grade marketing execution with both crypto expertise and mainstream marketing capabilities.

5. Hallam — Data-Driven Growth Marketing

Website: hallam.agency
Location: Nottingham, England
Founded: 2000s (established digital agency)

Based in Nottingham, Hallam operates as a digital marketing agency committed to helping Web3 companies develop strategies that drive measurable growth and ROI. They offer comprehensive services including SEO, PPC, content marketing, and email marketing with blockchain industry specialization.

Strategic Approach:

Hallam’s team takes pride in creating tailored marketing solutions meeting each client’s unique needs. Their methodology emphasizes data analysis and market trend identification, delivering campaigns that effectively capture audience attention and convert leads into loyal customers.

The agency’s positioning focuses on sustainable growth through proven digital marketing tactics adapted for blockchain industry requirements. Rather than crypto-hype tactics, Hallam applies established marketing principles to emerging Web3 opportunities.

Service Capabilities:

Hallam provides search engine optimization specifically for blockchain terminology and use cases, pay-per-click advertising campaigns targeting crypto-interested audiences, content marketing that educates while promoting, email marketing sequences designed for blockchain project nurturing, and comprehensive analytics and reporting showing clear ROI metrics.

Client Value:

Partnering with Hallam provides access to extensive digital marketing expertise combined with understanding of blockchain industry dynamics. Their Nottingham location offers competitive pricing compared to London agencies while maintaining service quality standards.

Best For: Blockchain projects prioritizing measurable ROI, sustainable organic growth, and professional digital marketing execution over hype-driven campaigns.

How This Ranking Was Developed

This evaluation prioritized verifiable UK presence and client outcomes over marketing claims:

Verification Criteria:

We confirmed each agency maintains legitimate UK operations through company registration, physical office presence, or established UK team members. International agencies without genuine UK operations were excluded regardless of their global reputation.

Assessment Factors:

Clutch verified reviews provided the foundation, with specific attention to outcome descriptions rather than generic praise. We evaluated specialized blockchain expertise by examining years operating within crypto markets and depth of Web3-specific service offerings. Client portfolio quality was assessed through named projects, documented case studies, and testimonials mentioning specific results. Service breadth determined whether agencies offer integrated capabilities or require multiple vendor coordination.

Industry recognition served as supplementary validation, including awards, media features, and peer acknowledgment within UK blockchain communities.

Frequently Asked Questions

Which UK crypto marketing agency has the longest specialized track record?
Bond Finance holds the distinction of operating exclusively in crypto marketing since 2017, representing the longest (well-known) operating Web3 agency in the UK.

Do these agencies work with international projects targeting UK markets?
Yes. All featured agencies work with both UK-based blockchain projects and international projects seeking to establish presence in British markets. Several agencies (particularly Bird Marketing and LKI Consulting) have explicit international client experience.

What should UK blockchain startups budget for professional marketing?
Budget requirements vary significantly based on project stage and service scope. Early-stage projects might engage agencies for focused campaigns, while projects seeking comprehensive growth systems should plan for more substantial investment. Agencies typically offer customized proposals after understanding specific project needs.

Are there advantages to choosing UK-based agencies over international alternatives?
UK-based agencies offer several benefits: understanding of local regulatory environment (particularly FCA considerations), timezone alignment for real-time communication, connections within UK blockchain and fintech communities, cultural alignment for campaigns targeting British audiences, and potential for in-person collaboration.

Which agency offers the most comprehensive service range?
Bond Finance provides the broadest integrated service offering, covering the full spectrum from strategy through execution to crisis management. LKI Consulting offers comparable breadth when combining their marketing and design capabilities.

Final Assessment

For UK blockchain projects or international ventures seeking UK market entry, choosing a locally-based agency provides distinct advantages beyond generic international alternatives.

Top Recommendation: Bond Finance represents the most comprehensive option for projects prioritizing sustainable growth, proven methodology, and full-stack marketing capabilities. Their perfect Clutch rating, Clutch Premier Verified status, and eight-year specialized track record in blockchain marketing demonstrate consistent excellence. The agency’s strength in both crypto-native marketing and traditional business communication makes them particularly valuable for projects requiring credibility across diverse stakeholder groups.

Creative Excellence: LKI Consulting excels for projects where brand identity, visual differentiation, and creative campaigns drive success. Their selective client approach ensures deep engagement with each project.

Media Integration: Cryptopulse offers unique value through their media brand status, providing marketing services alongside editorial exposure opportunities that traditional agencies cannot match.

Enterprise Focus: Bird Marketing suits established projects seeking professional execution with international reach and mainstream marketing sophistication applied to blockchain use cases.

Data-Driven Growth: Hallam provides solid digital marketing fundamentals for projects prioritizing measurable ROI and sustainable organic growth strategies.

The UK blockchain marketing landscape offers specialized expertise that understands both the technical complexities of Web3 and the unique dynamics of British markets. Choose agencies with verified UK presence, documented blockchain experience, and transparent client outcomes over generic digital agencies claiming cryptocurrency capabilities.

Comments
Market Opportunity
TOP Network Logo
TOP Network Price(TOP)
$0.000096
$0.000096$0.000096
0.00%
USD
TOP Network (TOP) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

Will SEC Approve T. Rowe’s XRP-Inclusive Crypto ETF?

Will SEC Approve T. Rowe’s XRP-Inclusive Crypto ETF?

SEC to decide by Feb. 26, 2026 on NYSE Arca’s proposal to list T. Rowe Price’s Active Crypto ETF, which includes XRP exposure. The U.S. Securities and Exchange
Share
LiveBitcoinNews2026/02/19 13:00
What Are Crypto Narratives? Top 9 Narratives for 2026

What Are Crypto Narratives? Top 9 Narratives for 2026

Cryptsy - Latest Cryptocurrency News and Predictions Cryptsy - Latest Cryptocurrency News and Predictions - Experts in Crypto Casinos The world of cryptocurrency
Share
Cryptsy2026/02/19 13:09
August Crypto Market Review: ETH Leads the Rise, Institutional Funding and Macro Factors Dominate Market Trends

August Crypto Market Review: ETH Leads the Rise, Institutional Funding and Macro Factors Dominate Market Trends

By Jianing Wu , Galaxy Digital Compiled by Tim, PANews August saw various crossover signals between the macro economy and the crypto market. In traditional markets, investors faced conflicting inflation signals: the CPI released at the beginning of the month came in below expectations, but the subsequent Producer Price Index (PPI) came in above expectations. This was coupled with weakening employment data and growing market expectations that the Federal Reserve would begin cutting interest rates in September. At the end of the month's Fed meeting in Jackson Hole, Wyoming, Chairman Powell struck a dovish tone, emphasizing the "shifting balance of risks" brought about by rising unemployment, which reinforced expectations of a shift toward easing monetary policy. The stock market closed higher in a volatile session, with the S&P 500 fluctuating with the data releases. Defensive assets like gold outperformed at the end of the month. The crypto market reflected this macro uncertainty, with increased volatility. Bitcoin hit an all-time high of over $124,000 in mid-August before retreating to around $110,000, while Ethereum's gains for the entire month outpaced Bitcoin's. After experiencing its largest single-day outflow at the beginning of the month, Ethereum ETFs quickly attracted strong inflows, briefly surpassing Bitcoin's despite Ethereum's smaller market capitalization. However, the recovery in demand pushed ETH prices to a new high near $4,953, and the ETH/BTC exchange rate rose to 0.04 for the first time since November 2024. The fluctuations in ETF trading highlight that institutional position adjustments are increasingly influencing price trends, and ETH is clearly the leader in this cycle. In terms of laws and policies, regulators are gradually pushing forward reforms to reshape the industry landscape. The U.S. Department of Labor has opened the door to allocating crypto assets to 401(k) pension plans, while the U.S. SEC has explicitly stated that certain liquidity pledge businesses do not fall under the category of securities. Application trends at the market structure and institutional levels are deepening. Treasury Secretary Bessant disclosed for the first time that strategic Bitcoin reserves now hold between 120,000 and 170,000 coins, revealing the government's cumulative cryptocurrency holdings for the first time. Business activity is also accelerating: Stablecoin issuers Stripe and Circle announced plans to develop independent L1 blockchains, while Wyoming became the first state government in the US to issue a dollar-denominated stablecoin. Google also joined the enterprise blockchain fray with its "Universal Ledger" system. Meanwhile, crypto treasury companies continue to increase their asset allocation efforts. Overall, August reinforced two key trends. On the one hand, macro volatility and policy uncertainty triggered significant market volatility in both the equity and crypto markets; on the other, the underlying trend of market institutionalization is accelerating, from ETF flows to widespread adoption by sovereign institutions and corporations. These intertwining forces are likely to continue to dominate market movements as the autumn approaches, with the Federal Reserve's policy shift and ongoing structural demand likely setting the tone for the next phase of the cycle. 1. Spikes, Breakouts, and Reversals In the first half of August, Ethereum led the market, outperforming Bitcoin and driving a broad rally in altcoins. The Bloomberg Galaxy Crypto Index shows that Bitcoin hit an all-time high of $124,496 on August 13 before reversing course, closing the month at $109,127, down from $116,491 at the beginning of the month. A week later, on August 22, Ethereum broke through the previous cycle high, reaching $4,953, surpassing the November 2021 high of $4,866 and ending a four-year consolidation. Ethereum's strong performance is particularly noteworthy given its underperformance for much of this cycle. Since its April low near $1,400, the price of Ether has more than tripled, driven by strong ETF flows and purchases by crypto treasury firms. U.S. spot Ethereum ETFs saw net inflows of approximately $4 billion in August, the second-strongest month after July. In contrast, U.S. spot Bitcoin ETFs saw net outflows of approximately $639 million. However, despite a price decline in the last two weeks of August, Bitcoin ETF inflows turned positive. As market expectations for aggressive interest rate cuts from the Federal Reserve grew, Bitcoin's store-of-value narrative regained focus. As the likelihood of a rate cut increased, Bitcoin's correlation with gold strengthened significantly that month. Besides ETFs, crypto treasury firms remain a significant source of demand. These firms continued to increase their holdings throughout August, with Ethereum-focused treasuries in particular injecting significant capital. Because Ethereum's market capitalization is smaller than Bitcoin's, corporate capital inflows have a disproportionate impact on spot prices. A $1 billion allocation to Ethereum can significantly impact the market landscape, far more than a similar amount allocated to Bitcoin. Furthermore, significant funds remain undeployed among publicly disclosed crypto treasury firms, suggesting further positive market conditions. The total cryptocurrency market capitalization climbed to a record high of $4.2 trillion that month, demonstrating the deep correlation between crypto assets and broader market trends. Rising expectations of interest rate cuts boosted risk appetite in both the stock and crypto markets, while ETF inflows and corporate reserve accumulation directly contributed to record highs for BTC and ETH. Despite market volatility near the end of the month, the interplay of loose macro policies, institutional capital flows, and crypto treasury reserve needs has maintained the crypto market's central position in the risk asset narrative. 2. Each company launches its own L1 public chain Favorable regulations are giving businesses more confidence to enter the crypto market directly. In late July, US SEC Chairman Paul Atkins announced the launch of "Project Crypto," an initiative aimed at promoting the on-chain issuance and trading of stocks, bonds, and other financial instruments. This initiative marks a key step in the integration of traditional market infrastructure with blockchain technology. Encouraged by this, businesses are breaking through the limitations of existing blockchain applications and launching their own Layer 1 networks. In August, three major companies announced the launch of new L1 blockchains. Circle launched Arc, which is compatible with the EVM and uses its USDC stablecoin as its native gas token. Arc features compliance and privacy features, a built-in on-chain foreign exchange settlement engine, and will launch with a permissioned validator set. Following its acquisitions of stablecoin infrastructure provider Bridge and crypto wallet service provider Privy, Stripe launched Tempo Chain, also compatible with the EVM and focused on stablecoin payments and enterprise applications. Google released the Google Cloud Universal Ledger (GCUL), a private permissioned blockchain focused on payments and asset issuance. It supports Python-based smart contracts and has attracted CME Group as a pilot partner. The logic behind enterprise blockchain development boils down to value capture, control, and independent design. By owning the underlying protocol, companies like Circle avoid paying network fees to third parties and profit directly from transaction activity. Stripe, on the other hand, can more tightly integrate its proprietary blockchain with payment systems, developing new features for customers without relying on the governance mechanisms of other chains. Both companies view control as a key element of compliant operations, particularly as regulators increase their scrutiny of illicit financial activities. Choosing to build on L1 rather than L2 avoids being constrained by other blockchain networks in terms of settlement or consensus mechanisms. Reactions from the crypto-native community have been mixed. Many believe that projects like Arc and GCUL, while borrowing technical standards from existing L1 chains, are inferior in design and exclude Ethereum and other native assets. Critics point out that permissioned validators and corporate-led governance models undermine decentralization and user autonomy. These debates echo the failed wave of "enterprise blockchains" in the mid-2010s, which ultimately failed to attract real users. Despite skepticism, these companies' moves are significant. Stripe processes over $1 trillion in payments annually, holding approximately 17% of the global payment processing market. If Tempo can achieve lower costs or offer better developer tools, competitors may be forced to follow suit. Google's entry demonstrates that major tech companies view blockchain as the next evolutionary level of financial infrastructure. If these companies can bring their scale, distribution capabilities, and regulatory resources to this area, the impact could be profound. In addition to businesses launching their own Layer 1 chains, other developments reinforce the trend of economic activity migrating on-chain. U.S. Secretary of Commerce Lutnick announced that GDP data will be published on public blockchains via oracle networks such as Chainlink and Python. Galaxy tokenized its shares to test on-chain secondary market trading. These initiatives demonstrate that businesses and governments are beginning to embed blockchain technology into core financial and data infrastructure, despite ongoing debate over the appropriate balance between compliance and decentralization. 3. Hot Trend: Crypto Treasury Companies The crypto treasury trends we highlighted in our earlier report continue. Bitcoin, Ethereum, and Solver (SOL) holdings continue to accumulate, with Ethereum showing the strongest performance. Holdings data shows a sharp rise in ETH's crypto treasury throughout August, primarily driven by Bitmine's reserves, which increased from approximately 625,000 ETH at the beginning of August to over 2 million currently. Solver holdings also maintained steady growth, while BTC holdings continued their slower but steady accumulation. Compared to ETF fund flows, the activity of crypto treasury companies appears relatively flat. In July and August, ETF fund inflows were stronger than those of crypto treasury companies, and the cumulative balance of ETFs also exceeded the cumulative size of crypto treasury companies. This divergence is becoming increasingly apparent as premiums on crypto treasury stocks shrink across the board. Earlier this summer, price-to-earnings ratios for crypto treasury companies were significantly higher than their net asset values, but these premiums have gradually returned to more normal levels, signaling a growing caution among stock market investors. The stock price fluctuations are evident: KindlyMD (Nakamoto's parent company) has fallen from a peak of nearly $25 in late May to around $5, while Bitmine has fallen from $62 in early August to around $46. Selling pressure intensified in late August amid reports that Nasdaq may tighten its oversight of acquisitions of crypto treasury companies through stock offerings. This news accelerated the sell-off in shares of Ethereum-focused crypto treasury companies. Bitcoin-focused companies, such as Strategy (formerly MicroStrategy, ticker symbol: MSTR), were less affected because their acquisition strategies rely more on debt financing than equity issuance. 4. Hot Trend: Copycat Season Another hot trend is the rotation into altcoins. Bitcoin's dominance has gradually declined, from approximately 60% at the beginning of August to 56.5% by the end of the month, while Ethereum's market share has risen from 11.7% to 13.6%. Data indicates a rotation out of Bitcoin into Ethereum and other cryptocurrencies, which aligns with the outperformance of Ethereum ETFs and inflows into crypto treasury firms. While Bitcoin ETF inflows have rebounded in recent weeks, the overall trend remains unchanged: this cycle continues to expand beyond Bitcoin, with Ethereum and altcoins gaining incremental market share. 5. Our views and predictions As markets head into the final weeks of September, all eyes are on the Federal Reserve. Labor market weakness is solidifying expectations of a near-term rate cut and reinforcing risk assets. The jobs report underscores that the economic slowdown may be deeper than initially reported, raising questions about how much easing policy will be needed to cushion the economy. Meanwhile, the long end of the yield curve is flashing warning signs. Persistently high 10-year and 30-year Treasury yields reflect market concerns that inflation may be sticky and that fiscal pressures may ultimately force central banks to finance debt and spending through money printing. Expectations of short-term interest rate cuts are driving a rebound in risky assets, but the tug-of-war between short-term support from rate cuts and long-term concerns pushing yields and precious metals higher will determine the sustainability of this rebound. This conflicting dynamic has a direct impact on cryptocurrencies: Bitcoin's correlation with gold as a store of value and hedge is growing, while Ethereum and altcoins remain more sensitive to shifts in overall risk appetite.
Share
PANews2025/09/18 17:40