Despite a slight consolidation, $BTC (-2,55 %) dominance remains elevated at 58–59%—well below the mid-2025 high but clearly above the lows of 2022–2023. The 3-Month Altseason Index also confirms this picture: It mostly hovers below the neutral mark of 50 and rarely manages to sustain a level above 75—the threshold for a true altcoin season. Since 2023, there has been no clear regime shift, only brief phases of increased risk appetite for altcoins.

Last week’s recovery is noteworthy given the headwinds that preceded it: The CLARITY Act failed in the Senate on September 15, followed the next day by the Fed’s interest rate decision—yet the market still posted a noticeable gain.

The decisive impetus came from the regulatory authorities themselves: The SEC (U.S. Securities and Exchange Commission) and the CFTC (U.S. Commodity Futures Trading Commission) are demonstrating, through their Innovation Exemption and proposed framework, respectively, that regulatory clarity can also advance through administrative channels while Congress continues to block progress.

At the same time, the agentic economy is taking shape: Autonomous machines require machine-native payment infrastructure—a need that points to programmable money in the form of stablecoins.

Whether this marks the beginning of a broader altcoin season or is merely another isolated spike remains to be seen.

$ETH (-4,5 %)
$XRP (-4,35 %)
$SOL (-3,69 %)
$HYPE (-3,04 %)

$ETH

Starting immediately, I'm setting up a monthly investment plan in the NASDAQ-100 ($XNAS (-0,17 %) ).

As a working student, approximately 50% of my net salary goes into that.

So far, I haven’t been saving anything else on a regular basis, so this is my first real savings plan.

Why the NASDAQ-100, of all things?

• My previous investments (VC + crypto (mainly $ETH (-4,5 %) )) are extremely risky and volatile.
• The NASDAQ-100 finally gives me a somewhat more stable, yet still high-growth foundation.
• It’s more volatile than the S&P 500, but historically it’s also delivered significantly higher returns.

What do you think about this?

Would you have gone with the S&P 500 instead, or do you think the NASDAQ-100 is a good choice for a first savings plan?

#nasdaq100
#xnas
#sparplan
#etf
#werkstudent

Subscribe to the podcast to help keep Bitcoin tax-free.

Spotify

https://open.spotify.com/episode/5aQzxTJlGifaiuR9LM9hnK?si=G_Komv5iR0e99Xwje3BTXw

YouTube

https://openyoutu.be/KyUhFelsSWE

Apple Podcasts

https://podcasts.apple.com/de/podcast/165-ki-angst-oracle-adobe-apple-crowdstrike-bitcoin/id1695869891?i=1000789723647

$ORCL (-0,35 %)
$ADBE (-2,52 %)
$CRWD (-2,97 %)
$AAPL (+1 %)
$BTC (-2,55 %)
$ETH (-4,5 %)
$SOL (-3,69 %)
$COIN (-3,9 %)

Monday, September 14, 2026

🇯🇵 Industrial Production (6:30 a.m.)

Tuesday, September 15, 2026

🇺🇸 Start of the Fed interest rate meeting

🇺🇸 Clarity Act Senate vote: potentially important for BTC & crypto (8:15 p.m.) $BTC (-2,55 %)
$ETH (-4,5 %)
$SOL (-3,69 %)

Wednesday, September 16, 2026

🇺🇸 Fed interest rate decision (8:00 p.m.) 🌶

🇺🇸 Fed press conference (8:30 p.m.)

Thursday, September 17, 2026

🇬🇧 BoE Interest Rate Decision (1:00 p.m.) 🌶

Friday, September 18, 2026

🇯🇵 BoJ interest rate decision (6:00 a.m.) 🌶

🇯🇵 Consumer prices / August inflation

🇩🇪 August producer prices (8:00 a.m.)

🇪🇺 Informal Meeting of EU Finance Ministers / Eurogroup (all day)

🇺🇸 Industrial Production, August (3:15 p.m.)

My goal: 10% crypto in a 100k portfolio.

The reason for moving this up: the impending tax changes for crypto in Germany.

Who knows how long the one-year speculation period will remain tax-free—today, the first special tranche in $BTC (-2,55 %)
$SOL (-3,69 %) & $ETH (-4,5 %) placed.

I realize it’s not a done deal yet, but I’m convinced it’s coming—that’s why I’m picking up the pace a bit.

Have a great night, everyone!

$ETH (-4,5 %) For the most part, it moved sideways between $1,800 and $1,950 during the first half of August. The turning point came on August 19, when the U.S. Treasury announced it would at least double the volume of its purchases of long-term bonds. $BTC (-2,55 %) initially rose more sharply, but the rotation toward $ETH (-4,5 %) quickly became the dominant trade. $ETH (-4,5 %) gained about 30% in August.

Demand in the spot market further fueled the rally. U.S.-listed #ethereumETFs recorded inflows totaling $1.60 billion over eleven consecutive trading days starting August 17—without a single day of net outflows. The week ending August 21 brought in $693 million, and the following week saw inflows rise further to $816 million. The strongest single session was August 27, when the products attracted $225.8 million—the best day since October 2025. Cumulative net inflows since the fund’s launch now total $13.1 billion.

ETH has also #bitcoin , ETH has regained ground: $ETH (-4,5 %)/$BTC (-2,55 %) is trading at around 0.031, compared to a June low of 0.024. This relative strength suggests that investors are actively $ETH (-4,5 %) reallocating their portfolios rather than simply buying into the rally as part of a broader crypto uptrend. The next phase is likely to depend primarily on whether spot and ETF demand persists—especially if $BTC (-2,55 %) should lose momentum.

$BITC (-2,63 %)

$CETH (-4,53 %)