Short-Term Liquidity Pressures Mount, But Crypto Setup Intact
Sep 3, 2025
Discussed in today's video:
ETH Finds Buyers – ETHBTC found support today, suggesting ETH could resume participating alongside BTC and SOL. Macro Setup – Gold continues to front-run a regime where the Fed cuts into a stable economy with solid employment and above-trend inflation. Data Check – Manufacturing PMI showed green shoots via new orders and depleted inventories, while JOLTS came in soft but stable with hires down and layoffs steady. The jobs-per-unemployed ratio dipped below 1, a metric likely on the Fed’s radar. Liquidity & Seasonality –...