Episodes

  • Ep.2: Is the 'Red September' Curse Broken? The Crypto Market's Fundamental Shift in 2025
    Sep 5 2025

    On this week’s "Coin Brief," we dive deep into the potential end of crypto’s 'Red September' curse. Derek and Jessica break down the surprising September surges of 2023 and 2024, revealing the institutional money and changing investor sentiment behind the shift.


    We explore how a pro-crypto regulatory environment, the government's adoption of blockchain for public data, and a new wave of clarity from the SEC and CFTC are fundamentally reshaping the crypto landscape.

    Has the 'Red September' curse truly been broken? Or is this just another story built on a "house of cards"? Tune in to find out, and let us know what you think in the comments!


    Key Topics:

    • What is 'Red September'? The history of the September jinx.

    • The 2023-2024 'Red September' reversal: The meaning behind the record-breaking gains.

    • Institutional movements: Bitcoin vs. Ethereum ETFs.

    • A maturing market: 'Dry powder' and the new "buy the dip" mentality.

    • Pro-crypto regulation and government blockchain adoption.

    • Remaining risks and challenges: Technical vulnerabilities and macroeconomic uncertainty.


    Timestamps

    • 00:00 Podcast Open & Welcome

    • 00:22 What is 'Red September'? The Story of the September Jinx

    • 01:07 The 2023-2024 'Red September' Reversal: Record-Breaking Gains

    • 01:28 The Movement of Institutional Investors: Bitcoin vs. Ethereum ETFs

    • 02:39 A Maturing Market: 'Dry Powder' and the "Buy the Dip" Mentality

    • 03:15 Pro-Crypto Regulation and Government Blockchain Adoption

    • 03:48 Remaining Risks and Challenges

    • 05:20 Conclusion: Is the Crypto Market Fundamentally Changing?

    • 06:18 Final Thoughts & Closing

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    7 mins