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"The crypto market just saw one of its biggest shakeouts of the year, with over $1.7B in liquidations as Bitcoin fell below $113K, Ethereum hit $4,150, and altcoins crashed 6–10%. From the Fed’s hawkish tone to September’s “Rektember” curse, we break down the factors that triggered this sudden sell-off.
But history shows that September weakness often sets up explosive Q4 rallies. With ETF approvals looming, corporate treasuries buying crypto, and “Uptober” seasonality ahead, the bull case is still alive. In this video, we explore whether this crash was the final reset before the next big move higher."
~ Coin Bureau
The video analyses the crypto market's brutal sell-off, which saw Bitcoin fall more than 3% and major altcoins drop 6% to 10% in 72 hours. This downturn was characterized as the single largest liquidation event of 2025, wiping out over $1.7 billion in leveraged long positions. The crash was a "perfect storm" resulting from a triple witching options expiry, Bitcoin's failure to break the $118,000 resistance, and a classic "sell the news" reaction to the Federal Reserve's FOMC meeting. Although the Fed cut interest rates, Chair Jerome Powell's hawkish tone, framing the cut as a "risk-management cut," dashed market hopes for a dovish easing cycle, leading to the liquidation cascade and reinforcing the perception of the historical "Rectember" curse.
Despite the carnage, the video argues that the fundamental drivers for a massive Q4 rally remain firmly intact, built on three compelling pillars. The first is an "institutional tsunami," highlighted by the success of spot Bitcoin ETFs and the high probability of altcoin ETFs for assets like Solana and XRP being approved before year-end, potentially opening the floodgates for billions in new capital. The second is the "Fed's liquidity pipeline," as the Fed's own forecasts still project two more rate cuts, which historically acts as a powerful tailwind for risk assets. The third is historical momentum, where September slumps have often set the stage for an explosive Q4 rally, citing October as historically one of Bitcoin's strongest months. While cautioning that the market remains overleveraged and faces macroeconomic risks, the video concludes that the recent shakeout has created a sustainable base, with the odds now leaning in favour of the bulls for the remainder of the year.
0:00 – Intro
0:59 – Crypto Market Crash: Bitcoin, Ethereum & Altcoins Plunge
1:37 – $1.7B Liquidations & Fed “Sell the News” Reaction
3:54 – Rektember vs Uptober: Seasonal Bitcoin Trends
5:55 – Institutional Capital, ETFs & Corporate Treasuries
8:08 – Key Risks, Support Levels & Q4 Outlook
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=Ka3zqcFLKNs
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
