Best Bitcoin Casinos: 2025’s Top 7 Crypto Casino Platforms

2025/09/18 15:04

Crypto casinos are taking center stage in 2025 as they offer lightning-fast payouts, generous promos, and sleek platforms that actually work.

Players expect more than flashy ads; they want quick payouts, fair bonuses, and platforms that actually run smoothly. Ignition stands out with steady poker traffic, a potent mix of RNG games, and simple BTC deposits. For bonus chasers, high-rollers, or casual slot players, the options keep growing as casinos tighten security, improve RTPs, and speed up withdrawals.

Best Bitcoin Casinos: Our Top Recommendations

  1. Ignition: Best Bitcoin Casino Overall With Anonymous Poker Options
  2. Jackbit: Best No KYC Crypto Casino For Instant Play
  3. Wild.io: Known For Instant Deposits & Withdrawals
  4. BitStarz: Perfect For Jackpots & Ongoing Promotions
  5. Rakebit: Best Bitcoin Casino For Rakeback Grinders
  6. Cloudbet: High Limit Betting With Access To A Full Sportsbook
  7. Shuffle: Offers In-House Originals With Provably Fair Math

These casinos accept coins like Bitcoin, Ethereum, USDT, and more, making it easy to make a deposit or withdraw funds without the hassle of waiting for a bank transfer to be deposited into your account. Although these offshore casinos offer a plethora of games and bonuses, it is always good practice for players to confirm the license details, payment terms, and security measures to provide confidence in a safe online gambling experience.

Top Crypto Casino Sites: Key Takeaways

  • Pick casinos with clear bonus rules (wagering, cashout limits, game eligibility).
  • Use BTC or USDT for quick deposits and withdrawals.
  • Check the license and past track record before signing up.
  • Make sure there’s a 24/7 live chat and clear payout info.
  • Set your own limits on time, deposits, and losses.
  • Stick to provably fair games or trusted RNG titles.
  • Keep a separate crypto wallet for casino play (don’t deposit directly from exchanges).
  • Test with a small withdrawal first to see how fast payouts and KYC work.
  • Look for ongoing promotions that reward regular play, not just first deposits.
  • Always turn on 2FA (two-factor authentication) for extra security.

Top Bitcoin Casinos of September 2025: Detailed Review

#1. Ignition: Best Bitcoin Casino Overall With Anonymous Poker Options

Pros

  • Anonymous poker with aliases and fast-fold tables
  • $3,000 welcome bonus split across poker and casino
  • Fast BTC/USDT deposits, quick reviewed withdrawals
  • Steady US traffic with daily MTT guarantees
  • Mobile-friendly lobby with quick RNG and live dealers

Cons

  • Smaller game count compared to other casino platforms

Ignition stands out as the top poker-focused crypto casino in the U.S., combining a strong poker network with a full casino under one login. It offers both poker and casino games in one place, making it a good fit for players who like mixing tournaments, cash games, and slots. Poker tables use anonymous seating, so opponents can’t track your play over time, and the casino lobby includes hundreds of RNG games plus live dealers that load quickly on desktop and mobile.

Banking is set up for crypto, with Bitcoin and USDT deposits hitting fast and withdrawals processed quickly once approved. Bonus rules are explained clearly, support runs 24/7, and the site layout is simple to use.

While Ignition is licensed offshore in Curaçao and not by U.S. states, the overall experience is reliable—stable software, steady promotions, and smooth crypto payouts keep things consistent for regular players.

#2. Jackbit: Best No KYC Crypto Casino For Instant Play

Pros

  • No-KYC signup for instant play
  • 7,500+ slots, live tables, sportsbook included
  • Instant crypto deposits, fast withdrawals, low fees
  • Supports BTC, ETH, TRX, and multiple coins
  • Smooth mobile play with a clean interface

Cons

  • Some providers/games may be geo-limited

Jackbit positions itself as one of the best no-KYC crypto casinos for anonymous play, having launched in 2022 to give players fast, private access to thousands of games. It provides a high level of privacy for those who value anonymity and boasts a massive catalog of over 7,500 titles—ranging from slots and live dealer tables to sports betting and mini games.

The platform supports around 8–10 major coins, and only very large cash-outs will require additional verification, which means it would be seamless for frequent players looking for speed and low costs. 

The site works seamlessly on both desktop and mobile browsers, and there is no download required. The English interface will also benefit Thai users connecting to the network using a VPN. The online casino offers 100 no-wagering free spins as part of the welcome bonus.

#3. Wild.io: Known For Instant Deposits & Withdrawals

Pros

  • Anonymous play and stealth mode ensure privacy
  • Crypto-first welcome bonus with frequent reloads
  • Fast BTC/ETH/USDT deposits, quick withdrawals
  • HD live dealer tables with flexible stakes
  • Smooth mobile gameplay across devices and platforms

Cons

  • Offshore license (Curaçao)
  • Smaller RNG game library than some large aggregators

Wild.io is best recognized for offering anonymous gameplay with fast crypto transactions, blending a sleek casino interface with live dealer action and stealth play. The platform prioritizes privacy, allowing players to join and wager anonymously while supporting BTC, ETH, and USDT banking with rapid deposits and withdrawals.

High-definition live dealer tables and quick-loading RNG games ensure smooth play across desktop and mobile. Frequent, transparent bonus structures keep players engaged, and 24/7 support is always on hand.

Although licensed offshore rather than U.S. state-regulated, Wild.io maintains a reliable, private, and fast-paced crypto gaming environment that appeals to both American and international players.

#4. BitStarz: Perfect For Jackpots & Ongoing Promotions

Pros

  • Weekly leaderboards with clear prize structures
  • BTC, ETH, DOGE, and USDT with quick withdrawals
  • Mix of provably fair and premium studios
  • Slot buy-bonus, filters, favorites, recent tools
  • Fast-loading mobile site with stable play

Cons

  • Max-bet caps apply while wagering bonuses
  • Several slots are excluded and can void a bonus

BitStarz stands out as one of the best Bitcoin casinos for jackpots and ongoing promotions, having built a reputation as one of the longest-running names in the crypto gaming space. The platform is fast, easy to navigate, and loaded with options—ranging from classic slots and high-volatility titles to live dealer tables. Its site is well organized, quick to load, and optimized for mobile play.

Players get regular promotions like free spins, reload bonuses, and leaderboard tournaments, while withdrawals are processed quickly with crypto. Just note that some bonuses come with higher wagering rules, and not all games count the same toward clearing them.

BitStarz isn’t available everywhere, as some regions are restricted. But for players who can access it, the mix of quick payouts, variety of games, and ongoing tournaments makes it a polished choice for both casual sessions and longer play.

#5. Rakebit: Best Bitcoin Casino For Rakeback Grinders

Pros

  • Always-on rakeback with transparent and tiered rewards
  • Slot races, missions, and seasonal leaderboards boost interest
  • Crypto-only cashier with rapid on-chain payouts
  • Instant in-house games with a variety of providers
  • Detailed bet history and provably fair tools

Cons

  • Value skews toward high-volume grinders; casuals earn less back
  • Some table games contribute minimally to missions/rakeback

Rakebit is best suited for grinders who value permanent rakeback over flashy welcome bonuses, making it a top choice for Bitcoin casino players focused on long-term yield. The casino combines permanent rakeback with rotating slot races and mission ladders, so that playtime converts into expected giveback over time. The banking is crypto-first with speedy deposits and withdrawals cleared after review, which keeps bankroll flow tight for sessions. 

The lobby offers an in-house list of instant games, an extensive RNG library, and live dealer games, with filters available to help track titles that qualify for promotions. Support is responsive, terms are understandable, and the rewards pages make calculating the effective rate straightforward by tiers. The only negative is structural: if no volume is put in, the program edge shrinks, and players who specialize in tables may find their contribution rates disappointing compared to slots. 

In addition, the lack of real fiat support means players new to crypto will need to learn a new game. For players who keep spreadsheets, slam leaderboards, and grind a consistent volume, Rakebit’s rakeback engine can have a substantial impact on ROI. At the same time, light recreational grinders may not see a significant difference.

#6. Cloudbet: High Limit Betting With Access To A Full Sportsbook

Pros

  • High-limit sportsbook with early cash-out tools
  • Fast crypto withdrawals and multi-coin support
  • Live dealer suite and extensive RNG catalog
  • eSports, parlays, and bet-builder in one wallet
  • Tiered VIP program with tailored promotions

Cons

  • Certain providers/markets are unavailable to U.S. players
  • Consistently sharp action can face tighter limits or manual reviews

Cloudbet positions itself as one of the best Bitcoin casinos for high-limit sports betting, seamlessly blending a full sportsbook with a crypto-first casino. Players can move smoothly between pre-match lines, live betting, and dealer tables without juggling balances. Banking is crypto-focused, with withdrawals approved quickly to keep bankroll flow predictable for frequent bettors.

Promotions are steady rather than splashy, and the VIP track rewards volume with higher caps and bespoke offers. Be aware that some studios and markets won’t appear for U.S. users, and bonus wagering leans heavily toward slots, so that table-game specialists won’t clear as fast. 

Cloudbet’s positioning is precise: a crypto casino that treats sports as a first-class citizen, with fast payouts and sensible tooling for bettors who value limits and liquidity. If you prefer a pure casino vibe, the sportsbook-forward layout can feel dominant—but for mixed-action players, it’s a cohesive, efficient setup.

#7. Shuffle: Offers In-House Originals With Provably Fair Math

Pros

  • In-house originals with transparent provably fair math
  • Low-latency UI with instant bet tools
  • Crypto-native cashier offering fast on-chain payouts
  • Ongoing rakeback and cashback over one-time bonuses
  • Session timers, limits, and loss caps included

Cons

  • Smaller third-party provider mix than mega aggregators
  • Some titles and features can be geo-limited

Shuffle sets itself apart as a crypto casino focused on in-house originals with provably fair math, delivering quick sessions and transparent returns. Its studio-built games feature clear RTP, one-tap re-bet flow, and instant resolution, making short play bursts snappy and efficient. The interface is clean, search is fast, and tables load without the lag often seen on aggregator-heavy sites.

Banking is crypto-first—deposits appear quickly and withdrawals move on-chain soon after approval—so rolling a bankroll in and out is straightforward. Rewards are built for regulars: a steady rakeback/cashback framework tied to play rather than a single oversized welcome coupon. That said, if you prefer giant headline matches or endless free-spin calendars, Shuffle’s value feels more measured than flashy. 

The third-party catalog is present but not the main event, which keeps navigation tidy but limits sheer variety compared with the biggest libraries. For players seeking transparent, house-made games, fast resolution, and predictable giveback on volume, Shuffle offers a tight, modern experience. However, if you prefer sprawling provider lists and bonus stacking, it may not be the strongest fit.

Bitcoin Casino: FAQs

  1. Can I Trust Bitcoin Casinos?

Trust comes down to track record and transparency. Select casinos licensed by recognized jurisdictions that offer provably fair games or audited RNG, have clear bonus terms, and publish their payout windows. Enable 2FA, keep a dedicated wallet, and start with a small deposit and test withdrawal to confirm speed, fees, and KYC thresholds.

  1. How Can I Deposit With Bitcoin at Crypto Casinos?

Create an account, open the cashier, choose Bitcoin, and copy the unique wallet address or scan the QR code. Send BTC from a self-custody wallet, not directly from an exchange when possible. Confirm the network, fee, and minimum funds care credit after a few blockchain confirmations—usually minutes. Keep the tab open until the deposit shows.

  1. Are Bitcoin Casinos Legit?

Many Bitcoin casinos operate legally under offshore licenses, but they are not state-regulated in the U.S. Legitimacy depends on licensing, audited software, provably fair tools, and honest terms. Avoid sites with vague ownership, unclear payout limits, or inconsistent support. Research reputation, then verify with a small withdrawal before committing.

  1. How Do I Choose the Best Online Bitcoin Casino for Me?

Match the casino to your priorities: fast payouts, low fees, and high limits for grinders; deep slots or live-dealer catalogs for variety; substantial poker traffic if you play cards. Read bonus rules, check KYC triggers, confirm mobile performance, and test support. Always set deposit, loss, and session limits.

  1. How to Sign up at the Best Crypto Casino Sites

Verify license, terms, and accepted coins. Create your account with a secure email, enable 2FA, and complete basic profile details. Add a self-custody wallet, deposit a small amount, claim a welcome bonus only if the terms are clear, and run a test withdrawal to confirm speed, limits, and verification steps.

How We Ranked the Best Bitcoin Casinos?

We use a clear set of criteria to rank each Bitcoin casino, with extra focus on what matters most to U.S. players:

  • Banking: We check which coins are supported (at least BTC or USDT), how fast deposits and withdrawals are processed, fees, payout limits, and whether pending times are transparent.
  • Trust & Compliance: We look at licensing, ownership details, fairness audits, past issues, and whether the terms are clear on things like KYC or country restrictions.
  • Game Quality: Ratings consider the number of slots (especially those above 98% RTP), live dealer tables, jackpot titles, poker or sports options, and stability during peak hours.
  • Bonuses & Value: Beyond the headline offer, we test wagering rules, game weighting, cashout caps, reloads, rakeback, and tournaments to see what’s actually worth it.
  • User Experience (UX): We test navigation, filters, speed, and mobile usability, while flagging annoying pop-ups or errors.
  • Support & Safety: We measure live chat response times, the quality of answers, and the availability of player protection tools like deposit limits or self-exclusion.

For every casino, we also run a small test deposit and withdrawal, double-check bonus terms, and compare the marketing promises against the actual cashier. Rankings are updated whenever payout speeds, licensing, or bonus terms change.

Responsible Gambling

Set deposit, loss, and session limits before you play and stick to them. Use built-in tools like cool-offs, self-exclusion, reality checks, and time reminders. Keep a separate bankroll wallet, cap bets to ~1–2% per spin/hand, and never chase losses. Schedule cash-out rules for wins and walk away when you hit them. 

Avoid gambling when tired, stressed, or under the influence. Track your time and spending; if the game stops feeling enjoyable, take a break. Free, confidential help is available 24/7 in the U.S.: 1-800-GAMBLER for problem gambling support, and 1-800-662-HELP (4357) for broader counseling resources. Only gamble with discretionary funds.

Conclusion: The Best Bitcoin Casinos of 2025

Ignition and Jackbit fulfill different needs, and both earned their place on this list. Ignition is geared for players who play both poker and casino, value anonymous tables, and want reliable, crypto-first banking and simple operation without a lot of excess graphic noise. Jackbit stands out for its breadth and speed, offering quick no-KYC onboarding, thousands of games, sportsbook options, and speedy withdrawals, making it a good choice if you need variety and fast turnaround. 

Compare their bonus rules, run a small test withdrawal, and remember to set your session limits and loss limits before you start! The “best” Bitcoin casino is the one that is best for your bankroll, game mix, and risk tolerance, so just select based on the profile that most closely resembles how you actually play.

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.
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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.
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PANews2025/09/18 17:40
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