In partnership with

Hey There, Hodlers!

Welcome to the Hodl Report, where September’s going red like it always does, but we’re choosing delusion over data this time around, because this time it’s totally different! 🤞

This week we’re looking at:

• 🌍 Adoption wins

• 📊 Fresh data & spicy predictions

• 📉 Short-term trend watch

• 📰 Top headlines

• 😂 Memes to keep the hopium flowing

Bullish vibes mixed with a bearish market sentiment - classic crypto! 🙃

Another “meh” week in the markets.

The mood?

Short-term cautious, mid-term hopeful.

September’s rep as crypto’s red-headed stepchild continues, especially in post-halving years… but hasn’t this cycle broken the rules already?

Yes. And no. 🤷‍♂️

Before we dig into the latest adoption wins and market signals, a quick favor:

Make the Hodl Report better for you.

More trades? More macro? More memes?

We don’t know unless you tell us. It takes 90 seconds (tops).

Hit the button, bless us with your wisdom.

Now on to another week of adoption up, sentiment down, and what comes next...

Crypto Adoption Updates

TradFi and crypto kept shaking hands this week 🤝, with new announcements making it even easier for Wall Street to ape in, and for crypto to play in the big leagues.

1. Ondo Finance Launches Tokenized Equities
   Ondo just launched a new platform letting you trade tokenized versions of 100+ U.S. stocks and ETFs on Ethereum. These aren’t synthetic clones either, they’re backed 1:1 by real shares held with registered U.S. broker-dealers.
   
   

   Right now it’s open to non-U.S. investors only, but plans are in place to scale to 1,000+ assets and roll out support for Solana and BNB Chain before year’s end.

   TradFi assets, meet crypto rails.
   
   
   

   

2. Coinbase Launches Mixed Index
   Coinbase just dropped a spicy new futures contract tracking a 10-asset index made up of the Magnificent 7 tech titans (Apple, Microsoft, Google, Amazon, Nvidia, Meta, Tesla), plus Coinbase stock (COIN) and BlackRock’s two crypto ETFs (IBIT & ETHA). Equal weight across all, rebalanced quarterly.
   
   

   It’s the first-ever U.S.-listed derivative to blend big tech + crypto exposure in one trade. TradFi meets DeFi in one convenient leverage-ready product.
   

3. Polymarket To Launch In US
   Polymarket just got the unofficial thumbs-up from the CFTC to go live in the U.S., according to their CEO. That’s a huge win!
   
   Real-money, on-chain prediction markets are finally about to break into the U.S. mainstream with regulatory backing (well, kinda).
   
   Let the degens bet legally!
   

   

4. Companies HODL 1m Bitcoin
   We’ve officially crossed the big milestone: over 1 million BTC now sits in corporate treasuries. That’s right… between Digital Asset Treasury firms and TradFi giants playing catch-up, the corporate vaults are getting heavy.
   
   

   So… where’s all that Bitcoin coming from? And why hasn’t the price mooned yet?
   

   

   
   TLDR: Retail’s handing over their bags (one paper hand at a time) to the suits. Institutions are stacking, retail’s slacking.

Fresh Data

1. River just dropped a report showing how businesses, across basically every industry, have been the silent engine behind this Bitcoin bull run. It dives into the why, the how, and just how fast this adoption wave is accelerating.
   TLDR: Corporate Bitcoin is no longer fringe - it’s mainstream, and it’s only getting started!
   

2. Bitwise recently dropped their report breaking down how and why Bitcoin fits into investor portfolios over the next decade.

   TLDR: Their base case sees BTC hitting $1.3M within 10 years - driven by unstoppable government debt, loose monetary policy, and a tidal wave of capital reallocating into hard assets.

What Happens Next?

September vibes? Historically trash. 📉

It’s been the worst month for average crypto returns, and in post-halving years, it’s always been a red candle. The market sentiment is telling you to buckle up!

But what are we saying?

Well, looking at the short-term charts, we’ve broken the upwards trend and need to get back into the range.

But if you zoom out to the long-term, you’ll see we are still well within the range and we just need to keep things going.

With rate cuts locked in for mid-September and a blowout Q4 lining up, front-runners are already sprinting.

It’s hard to see Bitcoin finishing the month of September below $108,454 where it started.

One thing’s for sure, this month will provide many buying opportunities for those still sidelined.

Now, let’s cap it all off with a little hopium… crypto’s final boss just switched teams.

Our biggest hater is now waving the web3 flag.

1.  Fireblocks Launches Payments Network for Stablecoins: Fireblocks has unveiled a global stablecoin payments network that connects over 40 institutions (including Circle and Bridge) across more than 100 countries via unified APIs. It now handles around $200 billion in monthly stablecoin volume, positioning itself as a stablecoin version of SWIFT.

2. BofA Forecasts 52.5% Rally in S&P 500 Over Next Two Years: Bank of America projects a potential 52.5% rally in the S&P 500 by September 2027, driven by interest rate cuts, AI advances, and possible 2026 stimulus, despite already seeing 20 record highs this year.

3. Crypto.com & Underdog Launch Sports Prediction Markets: Crypto.com and sports platform Underdog have teamed up to offer licensed sports prediction markets across 16 U.S. states, where traditional sports betting is restricted, integrating crypto into mainstream event trading.

4. Winklevoss Twins’ Gemini Files Plan for $317M IPO: Gemini, the exchange founded by the Winklevoss twins, has filed for a $317 million U.S. IPO, aiming for a $2.2 billion valuation under the ticker “GEMI.”

5. Businesses Acquire BTC Four Times Faster Than It's Mined: Companies and public entities are scooping up Bitcoin at a rate of approximately 1,755 BTC per day, nearly four times higher than the 450 BTC produced daily by mining - straining liquid supply.

6. Altcoin ETF Approvals Likely Won’t Spark “Alt-Season”: A Bloomberg analyst advises caution: even if altcoin ETFs are approved, they’re unlikely to trigger a typical “alt-coin season,” citing structural market limitations.

7. Elon Musk’s Lawyer to Lead $200M Dogecoin Treasury Firm
   Alex Spiro (Elon Musk’s personal lawyer) will helm a $200 million Dogecoin treasury vehicle, bringing institutional-style structure to the meme-coin asset class.

8. AI-Driven Optimism Fuels Bull Market But Risks Loom: Bank of America strategist Michael Hartnett warns of a potential bubble: S&P 500 valuations have exceeded dot-com levels, with investor sentiment heavily skewed toward AI‑powered optimism. Bonds and international equities could outperform if a downturn hits.

Big thanks for making it to the end of this week’s Hodl Report! 👊

If you enjoyed the ride, had a good laugh or learned a thing or two, feel free to share the love! Just copy/paste this link over to anyone:

HodlReport.com/Subscribe

The more, the merrier - because who doesn’t love a bigger party? 🥳

Happy Friday!

Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research)