Market positioning data as of September 1, 2025, reveals a significant divergence between Bitcoin (BTC) and Ethereum (ETH), with BTC showing heavy long positioning while ETH remains neutral. Institutional interest in ETH ETFs surged, attracting $3.87B in net inflows, indicating a growing appetite for altcoins as speculative activity increases.

The article analyzes current market dynamics, indicating a bullish outlook for October due to a softer USD and potential Fed policy shifts. It highlights the impact of a government shutdown on economic data, the correlation between liquidity and Bitcoin, and the growing momentum of stablecoins, particularly with SWIFT's involvement and Tether's capital raise.