Market Signal Briefing

The upswing in manufacturing sector profits came despite US tariffs hitting external demand. August’s figures suggested that Beijing’s efforts to combat price wars, overcapacity, and deflation are gaining traction.

August’s data came ahead of China’s Golden Week holiday, which traders will monitor closely for travel and consumption trends.

US stock futures benefited from the upswing in Chinese industrial profits, which eased concerns of a further loss of momentum in China’s economy. Rising profits could bolster the labor market, lift wages, and fuel domestic demand.

How Are US Stock Futures Reacting Ahead of Key Data?
US stock futures posted solid gains in morning trading on Monday, September 29. The Dow Jones E-mini rose 76 points, the Nasdaq 100 E-mini gained 58 points, and the S&P 500 E-mini advanced 13 points.

US stock futures extended their gains from Friday, September 26, as US inflation numbers bolstered expectations of an October Fed rate cut. The US Core PCE Price Index increased 2.9% year-on-year in August, matching July’s pace.

According to the CME FedWatch Tool, the chances of a 25-basis-point October rate cut rose from 87.7% on September 26 to 89.3% in early trading. 10-year US Treasury yields fell in early trading, while gold climbed 0.7% to $3,785, reflecting expectations of further Fed policy easing.

Fed Rhetoric in Focus: Can Doves Keep Momentum Alive?
Still, optimism hinges on whether policymakers reinforce these expectations. Fed commentary later in the day could prove pivotal.

Fed Vice-Chair John Williams and FOMC members Beth Hammack, Alberto Musalem, and Christopher Waller are due to speak today.

Support for an October rate cut could lift sentiment, while hawkish rhetoric may weigh on US stock futures.

Global Rate Cuts Underscore Fed’s Late Pivot
The Kobeissi Letter contrasted central bank monetary policy decisions in the last 12 months with previous easing cycles, stating:

“The global pivot: World central banks have cut rates 168 times over the last 12 months, the 3rd highest reading this century. The previous cycle peak was 196 cumulative 12-month rate reductions in June 2020. By comparison, following the 2008 Financial Crisis, global central banks cut rates as many as 249 times in the 12 months ending October 2009.”

Commenting on the Fed’s policy pivot, The Kobeissi Letter added:

“While the US Fed was one of the last to join the rate cut cycle, two more rate cuts are expected by year-end. The Fed is joining the pivot in global monetary policy.”

The impact of the Fed pivot on US stock futures will hinge on the US economy. A US recession could send US stock futures crashing, while a soft landing may fuel the rally.

Key Technical Levels for Dow Jones, Nasdaq 100, and S&P 500
Following the morning gains, US stock futures traded comfortably above the 50-day and 200-day Exponential Moving Averages (EMAs), reaffirming a short-term bullish bias.

However, the near-term outlook hinges on trade developments, Chinese economic data, the Bank of Japan’s policy stance, FOMC members’ speeches, and upcoming US labor market data. Key levels traders are monitoring include:

Dow Jones

Resistance: The September 23 record high of 47,055.
Support: 46,500, 46,000, and then the 50-day EMA (45,405).

iShares Total Return Active ETF (BRTR) offers a well-constructed, intermediate-duration bond portfolio, aiming to outperform the Bloomberg U.S. Aggregate Bond Index. BRTR is overweight in high-quality assets, particularly agency mortgages, but has underperformed peers like BOND and FBND over the past year. The macro environment is favorable for BRTR, with anticipated Fed rate cuts likely to boost intermediate bond funds' prices.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

LONDON & SINGAPORE--(BUSINESS WIRE)--  Cool Company Ltd. (“CoolCo” or the “Company”) and EPS Ventures Ltd (“EPS”) Announce Board Approval of, and entry into an agreement for, a Merger of CoolCo with Newly Formed, Wholly Owned Subsidiary of EPS Ventures Ltd Recommended by Independent Special Committee of CoolCo CoolCo and EPS Ventures Ltd today announced that the Board of Directors of CoolCo has approved a transaction, and CoolCo has entered into an agreement, pursuant to which EPS will acquire.

ASML stock has lagged behind other companies in the AI supply chain. What's holding the chipmaking equipment company back.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NFG over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of FLL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

2 mins mins

Key Points:

SoftBank Group and Ark Investment Management join Tether’s $15-20 billion fundraising round.Tether aims for a $500 billion valuation.Larger stablecoin market shifts expected despite no direct statements.
SoftBank Group and Ark Investment participate in Tether Holdings’ private fundraising, aiming to raise $15-20 billion, as reported by Bloomberg.

This could elevate Tether’s valuation to $500 billion, impacting the stablecoin market significantly.

Significant Capital Injection Set to Transform Tether’s Valuation
Tether Holdings is in the process of privately placing 3% of its shares, aiming for $15 billion to $20 billion. SoftBank and Ark Invest Linked to Tether Fundraising. The successful completion of this fundraising initiative could see Tether’s valuation soar to $500 billion, a figure that would notably place it among the most valuable companies in both the crypto industry and broader private markets.

Market analysts are closely observing these moves, as they could signal larger trends or shifts within cryptocurrency markets, particularly in stablecoin operations. The private placement of such significant capital reflects Tether’s strategy to bolster its market position amid increasing competition, notably from Circle’s USDC. Observers note that this strategic infusion of capital might presage accelerated innovation or further market consolidation within these realms.

Citi Analyst, Analyst, Citi – “Stablecoins could reach $4 trillion in market value during a bull market scenario.” Bloomberg
Potential Market Shifts as Tether Aims for $500 Billion Worth
Did you know? The participation of SoftBank in Tether’s funding round follows its history of investing in technology advancements, a move that historically aligns with major technological or financial shifts in markets.

CoinMarketCap data indicates that Tether USDt’s current price holds at $1.00 with a market cap of $174.42 billion. Trading volumes reached approximately $93.57 billion, marking a 12.92% change. Price changes remain stable, showing minimal fluctuations in recent periods, affirming Tether’s market resilience.

Tether USDt(USDT), daily chart, screenshot on CoinMarketCap at 00:53 UTC on September 29, 2025. Source: CoinMarketCap

Experts from the Coincu research team suggest that the substantial new capital could leverage Tether’s positioning in diversifying its technological infrastructure, aligning with regulatory standards, and improving its operational reach. Such financial enhancements are anticipated to bolster investor confidence and possibly accelerate Tether’s expansion into emerging markets, reflecting a noteworthy shift in the stablecoin ecosystem. Ethereum eye new ATH with 4880 breakout

DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.

Rate this post

The total crypto market advanced over 2% to about $3.86 trillion in the last 24 hours, with major coins in the green. BTC was near $112,110, ETH around $4,124, SOL near $209, and XRP about $2.86 alongside 24-hour gains of roughly 2%–4% for these names.

3 mins mins

Key Points:

Multiple Network initiates a comprehensive MTP token swap after a security breach.
Full token swap and systematic buyback announced on September 29th.
No impact on major cryptocurrencies like ETH or BTC reported.

On September 29, DePIN project Multiple Network reported a security breach involving an unauthorized third-party sell-off of MTP tokens, prompting an immediate token swap on the BSC platform.

The incident underscores the ongoing vulnerabilities within crypto markets, highlighting the need for robust security measures to maintain trust and stability among investors and stakeholders.

MTP Token Breach Prompts Swap and Buyback Plan
Multiple Network announced on September 29th that its original MTP token supply was compromised. A third-party market maker’s actions led to the unauthorized sell-off of tokens. “The original MTP token supply was contaminated and its security compromised due to unauthorized sell-off by a third-party market maker. To protect community interests and system stability, we will implement a full token swap and start a systematic buyback.”

To ensure system stability and protect community interests, the project will execute a complete token swap alongside a buyback plan. Exchanges have been alerted, resulting in the suspension of MTP-related activities for snapshots. New tokens will be automatically distributed at a 1:1 ratio for both exchange and on-chain users.

Market reactions remained measured, with no significant statements from key figures in the industry as of the latest reports. The general community sentiment favors this decisive response, though some users express concern over transparency regarding project leadership.

Analyzing Historical Token Security Responses

Did you know?
Token contamination and forced replacements are not unprecedented. Similar events, like Polygon’s vulnerability response in 2021, emphasized exchange coordination and community assurance measures.

According to CoinMarketCap, Multiple Network’s MTP token faces significant market fluctuations. As of the last update, the token price stands at $0.00, with a market cap near $2.87 million. Notably, the 24-hour trading volume surged by 251.48%, while the MTP price saw an increase of 117.38% over the same period.

Multiple Network(MTP), daily chart, screenshot on CoinMarketCap at 02:25 UTC on September 29, 2025. Source: CoinMarketCap

Coincu analysts suggest that while regulatory intervention remains minimal, the technological implications of a compromised token supply could lead to future enhancements in security protocols. Historical patterns imply that swift remediation measures, as taken by Multiple Network, often bolster community trust and market confidence.

DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.

Rate this post

Solana has quickly become the preferred blockchain for new perpetual futures decentralized exchanges (DEXs), and one emerging player, Pacifica, is drawing significant attention. Launched by Constance Wang, former COO of FTX, the platform has stirred conversations about whether it represents a reunion of FTX talent under a new decentralized model.

Ethereum price started a recovery wave above $4,050. ETH is now consolidating and might aim for more gains if it clears the $4,170 resistance.

Ethereum remained stable above $3,820 and started a recovery wave.
The price is trading above $4,050 and the 100-hourly Simple Moving Average.
There was a break above a key bearish trend line with resistance at $4,000 on the hourly chart of ETH/USD (data feed via Kraken).
The pair could continue to move up if it settles above $4,170 and $4,200.

Ethereum Price Recovers
Ethereum price remained supported above the $3,820 level and started a recovery wave, like Bitcoin. ETH price was able to recover above the $3,880 and $4,000 resistance levels.

There was a clear move above the 50% Fib retracement level of the downward wave from the $4,275 swing high to the $3,826 low. Besides, there was a break above a key bearish trend line with resistance at $4,000 on the hourly chart of ETH/USD.

Ethereum price is now trading above $4,050 and the 100-hourly Simple Moving Average. On the upside, the price could face resistance near the $4,150 level. The next key resistance is near the $4,170 level or the 76.4% Fib retracement level of the downward wave from the $4,275 swing high to the $3,826 low.

Source: ETHUSD on TradingView.com
The first major resistance is near the $4,200 level. A clear move above the $4,200 resistance might send the price toward the $4,250 resistance. An upside break above the $4,250 region might call for more gains in the coming sessions. In the stated case, Ether could rise toward the $4,320 resistance zone or even $4,350 in the near term.

Another Decline In ETH?
If Ethereum fails to clear the $4,200 resistance, it could start a fresh decline. Initial support on the downside is near the $4,050 level. The first major support sits near the $4,000 zone.

A clear move below the $4,000 support might push the price toward the $3,920 support. Any more losses might send the price toward the $3,880 region in the near term. The next key support sits at $3,820.

Technical Indicators

Hourly MACD – The MACD for ETH/USD is losing momentum in the bullish zone.

Hourly RSI – The RSI for ETH/USD is now above the 50 zone.

Major Support Level – $4,050

Major Resistance Level – $4,200

CoinGecko poll reveals sharp divide as newcomers wary over Bitcoin's mainstream embrace.

A new CoinGecko survey revealed a cautious divide in the community over Bitcoin’s growing mainstream acceptance, as newcomers show the most skepticism. The poll, which was conducted between August 22 and September 11, 2025, gathered responses from 2,549 participants.

It found that while a majority lean positive, a significant minority remains wary of how Wall Street and traditional finance may reshape the asset.

Wall Street vs. Decentralization
Overall, 60% of respondents said mainstream adoption, including developments such as spot ETFs, corporate treasuries holding Bitcoin, and government accumulation, is positive for Bitcoin. Within this group, 41.4% described the trend as “very positive,” and cited greater legitimacy and long-term price potential, while 18.6% felt “positive” but expressed less enthusiasm.

Another 19.4% of participants were neutral. However, 20.5% voiced concerns that Bitcoin’s expansion into traditional finance could compromise its core principles. This group included 12.7% who see mainstream adoption as “very negative.” They warned that decentralization and censorship resistance may be weakened. Meanwhile, 7.8% were “negative” but less strongly opposed.

The skepticism was most pronounced among first-cycle investors, who experienced their first crypto market cycle. Among these newcomers, 29.3% viewed mainstream adoption as negative or very harmful, roughly double the 14.9% rate recorded among second-cycle participants and 15.7% among those in their third cycle or beyond.

On the other hand, only 52.0% of first-cycle participants felt positive or very positive about Bitcoin’s mainstream momentum, compared with 65.2% of second-cycle respondents and 64.4% of long-term veterans. Second-cycle participants were also the most likely to call mainstream adoption “very positive.”

The findings suggest that seasoned crypto users are more comfortable with the idea of institutional involvement, while newer entrants may either lack exposure to past adoption cycles or represent speculative traders wary of Bitcoin becoming another Wall Street asset.

You may also like:

Analysts Predict Massive ‘Uptober’ Rally Despite This Week’s Market Rout

Ethereum Joins $1.9B Crypto Surge, Bitcoin Bags $977M as Investors Pile Back In

Bitcoin Taps 4 Week High of $117K Ahead of Fed Rate Decision

Crypto Demographics
Among the participants, CoinGecko found that 68% identified as long-term crypto investors, while 20% described themselves as short-term traders. Builders made up 7% of the group, and 5% were sidelined spectators observing the market without active participation.

In terms of experience, 38% were navigating their first market cycle with up to three years in crypto, 41% were in their second cycle spanning four to seven years, and 21% were seasoned veterans with over eight years of involvement.

Geographically, respondents were concentrated in Europe, which accounted for 31% of participants, followed by Asia at 26% and North America at 22%. The remaining participants were spread across Africa, South America, and Oceania.

Tags:

The Pi Network hackathon, launched on August 21, 2025, has reached its midpoint check-in on September 19. The Core Team released a dedicated update video showcasing projects from the community. Final submissions are due by October 15, 2025.

Hackathon Innovations
The showcased apps highlight real-world Pi use cases:

Starmax: lets users buy goods with Pi.

Nature’s Pulse: connects consumers with farmers to deliver fresh produce directly.

Eternal Rush: a Pi-native online game.

ReloadPi: enables token holders to purchase from 300+ brands, including pizza and beverages.

StreamPi: a content-sharing app where uploads cost just one Pi token.

The hackathon includes a 160,000 Pi prize pool, split as follows:

1st place – 75,000 Pi

2nd place – 45,000 Pi

3rd place – 15,000 Pi

Honorable mentions (up to 5 teams) – 5,000 Pi each

Despite event success, Pi (PI) is facing steep declines. On Sept 22, 2025, PI hit a new all-time low of just over $0.25, currently trading only 2.3% above that level. The token is down 25% weekly and has dropped 7.64% over the past 60 days.

Adding pressure, 13.4 million PI tokens are set to unlock on October 1 and October 4, 2025, raising fears of further sell-offs.

Outlook for Pioneers
The hackathon demonstrates Pi Network’s effort to drive utility and adoption within its ecosystem, even as its token price struggles. Analysts suggest the upcoming October token unlocks will be a critical moment for both developers and investors watching PI’s long-term trajectory.

Disclaimer: This is a sponsored press release. CryptosNewss does not endorse or guarantee the content. Readers should verify facts and conduct independent research before making financial decisions.

Bhavesh

Bhavesh is a dedicated content writer with a keen eye for detail and a passion for blockchain and cryptocurrency. His interest in these fields was sparked through his work, and he continues to expand his knowledge in these areas. He loves to watch anime and binge watches during his free time.

The pizza company reports earnings in a few weeks.

Domino's Pizza (DPZ 3.14%) is an iconic pizza chain with a presence in dozens of countries throughout the world. And in the U.S. alone, it has more than 7,000 locations. It's an attractive go-to fast food option for people looking for a quick and easy meal. It is a well-known brand and it has even attracted the interest of billionaire investor Warren Buffett. His company, Berkshire Hathaway, invested in the pizza maker last year.

Over the past five years, however, Domino's has been an underwhelming investment to own, rising by around 1% during that stretch (returns as of Sept. 25). Could it be due for a much bigger rally, and could its third-quarter earnings report, which comes out on Oct. 14, be the catalyst that sends the stock higher? Let's take a closer look at the stock and how it has performed in the past.

Image source: Getty Images.

How Domino's has performed after previous earnings reports
The last time that Domino's reported earnings was back in July. At the time, the company posted solid numbers as its same-store sales in the U.S. came in at 3.4%, which was better than analyst estimates of 2%. Unfortunately, its bottom line was less than stellar, with its diluted earnings per share coming in at $3.81, which was lower than what Wall Street was looking for -- $3.95.But despite the fairly decent showing, Domino's stock would proceed to fall shortly after the earnings numbers came out.

DPZ data by YCharts

In the past three earnings reports, Domino's stock has ended up falling in value afterward. And from the chart above, it's clear that while there have been some positive increases in the share price following the release of earnings, oftentimes there's been a decline. After all, Domino's isn't in a high-growth sector like technology and so the likelihood of it generating a lot of excitement on its earnings numbers is unlikely.

The more pressing concerns may be about what lies ahead for the business. And with tariffs and considerable macroeconomic uncertainty, investors may not be overly optimistic. It also doesn't help that Domino's isn't a cheap stock.

Domino's trades at a high multiple given its growth
Although Domino's hasn't been doing badly, the stock is trading at a not-so-modest valuation. Currently, its price-to-earnings (P/E) multiple sits at around 25. That's in line with the S&P 500 average, but it's still a bit pricey for a business that's growing in the single digits. This is not the type of growth chart I would expect to see from a stock that trades at 25 times its earnings.

DPZ Revenue (Quarterly YoY Growth) data by YCharts

With modest growth at a time when consumers may be cutting back on discretionary spending and perhaps eating at home more often, my concern is that the company's already-underwhelming growth rate may come down even further in future quarters. Even though Domino's may have a strong and profitable business, its valuation may be what's hurting the stock from rising a whole lot higher right now.

I wouldn't rush to buy Domino's stock
A positive earnings report can often boost a stock's value in both the short and long term, but unless Domino's has a completely unexpected blowout quarter, I wouldn't expect that to happen when it reports earnings in a few weeks. At best, I can see the stock rising a few percentage points if it continues to show good same-store comps. But at worst, I could see a sizable decline given its valuation. There looks to be more downside risk than there is upside potential based on where it trades today.

The stock has been flat this year and there's little reason to expect that to change after it posts its upcoming earnings. There is no rush to buy, and waiting until after the company reports its latest numbers before making a decision on the stock may be a sound option for investors.

David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway and Domino's Pizza. The Motley Fool has a disclosure policy.

LOS ANGELES, Sept. 28, 2025 (GLOBE NEWSWIRE) -- Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, today shared a weekly business update from YT Jia, Founder and Global Co-CEO of FF.

A mere handful of months ago, Tesla ((TSLA - Free Report) ) shares looked doomed, and it felt as if the bears may have finally gotten their long-awaited moment. Tesla CEO Elon Musk made his foray into politics by spending more than a quarter of a billion dollars to support Donald Trump and the Republicans in 2024. Then, while already spread thin, he took a hiatus from Tesla and managed the ‘Department of Government Efficiency’ DOGE to help seek a solution to America’s soaring debt.

However, Musk would soon learn the reality of getting involved in politics in today’s toxic environment. Many democrats felt that Musk wielded too much power, leading to mass left-wing protests against Tesla, boycotts, and widespread vandalism. As if that weren’t bad enough, Musk had a ugly falling out with President Trump, leading to backlash from many partisans on the right. Meanwhile, Tesla’s legacy EV business was slowing, Alphabet’s ((GOOGL - Free Report) ) ‘Waymo’ seemed poised to dominate the robotaxi market, and even some of Musk’s staunchest followers began to lose faith in him, voicing concerns that he was no longer interested in running Tesla.

Tesla is on Pace for its Best September Performance EverHowever, if there’s one lesson Tesla has taught investors, it’s never to make a long-term bet against Elon Musk and Tesla, no matter how bad things may seem. Despite the slew of bearish headlines and negative earnings growth, TSLA is about to register its best September in history. Tesla shares up more than 30% in September and registered fresh all-time closing highs last week.

Image Source: Zacks Investment Research

Why are Tesla Shares Rising? Tesla shares are rising for several reasons. The September rally was sparked when Elon Musk confirmed that he was done with politics. For investors, the news was a massive sigh of relief. The importance of Musk’s presence at Tesla was put on full display when he stepped away from Tesla to focus on his acquisition of social media platform Twitter, and TSLA shares dropped swiftly. In addition to Musk leaving politics, investors also cheered the Tesla board’s $1 trillion pay package proposal for Musk, seeing the offer as a way to keep Musk at Tesla and motivated.

Tesla shareholders are once again betting on the future. Tesla’s robotaxi service is finally live in Austin and San Francisco, with plans to expand into other cities like Miami and Chicago (pending regulatory approval). In addition, TSLA shares are rising on optimism surrounding its newest ‘Full Self Driving’ (FSD) update, which is slated to launch this week. Tesla FSD v14 will be launched to a limited number of social media influencers this week, with v14.2 set to follow in a few weeks. In a recent tweet, Musk hyped the debut, saying that “The car will feel like it is sentient being by 14.2.”

Tesla Q3 Delivery & Production Preview Though Tesla is working to diversify its business with its energy segment and its upcoming ‘Optimus” humanoid robot, Tesla currently generates roughly three-quarters of its total revenue from its legacy EV business. Unfortunately for Tesla bulls, deliveries are 4% lower over the trailing twelve months, and over the past two years, growth has been sluggish at +1%. Tesla deliveries peaked in Q4 2023 and have been declining ever since.

Image Source: Zacks Investment Research

However, Tesla has a chance to change the narrative this week when it releases its third-quarter delivery and production numbers, which are expected to drop on Thursday before the US equity market opens. Below is a breakdown of Wall Street’s expectations for Tesla’s Q3 delivery numbers:

·       Q3 Delivery Expectations: Consensus Wall Street analyst expectations are for 448,000 units. (According to FactSet)

·       Delivery Comparison to 2024: Tesla delivered 462,890 vehicles in Q3 2024.

·       Q3 Production Expectations: UBS expects 470k vehicles produced in Q3 2025.

·       2025 Full-Year Delivery Outlook: Tesla delivered 336,681 vehicles in Q1 and 384,122 cars in Q2. Wall Street consensus estimates anticipate ~1.85 million vehicles will be delivered in full-year 2025.

The Q3 delivery and production numbers will be significantly different from those of previous quarters for several reasons, including tariff impacts, the expiration of the EV tax credit, and the release of the new Model Y.

Why Tesla Will Beat Q3 Wall Street Delivery ExpectationsThough there are several crosscurrents heading into Thursday’s delivery number, there are several reasons for Tesla bulls to be optimistic, including:

1.       Tax Credit Expiration-Related Demand: Elon Musk has stated that he supports ending the $7,500 US federal EV tax credit, arguing that it would benefit Tesla and negatively impact its competitors. However, Musk later retracted his statement, arguing that it is unfair that President Trump’s ‘Big Beautiful Bill’ leaves oil and gas subsidies while sunsetting EV and solar incentives. Nevertheless, regardless of what Musk says, Q3 Tesla deliveries are likely to benefit dramatically from a ‘pull forward’ effect, as consumers likely have rushed over the past few months to take advantage of the $7,500 EV tax credit that won’t be available for the first time since the program started in 2009.

2.       Elon Musk’s Political Backlash Has Dissipated: While Tesla sales have undoubtedly suffered from Elon Musk’s political affiliations and controversial statements, his stepping back from politics and renewed focus on Tesla should help to alleviate these concerns. Although there are critics on both sides of the political aisle who will never buy a Tesla out of principle, Tesla remains the safest, most popular, and highest-quality EV on the market by far. In addition, Wall Street analysts are likely underestimating the loyalty of Tesla’s customer base. Tesla, which is famous for spending little to no money on marketing, may even benefit from loyalists buying Teslas simply to support Musk. Additionally, Elon Musk was recently seen shaking hands with President Trump at the Charlie Kirk memorial service, an act that may help repair his reputation in right wing political circles. In summary, time heals wounds, especially in the hyperactive modern-day news cycle of 2025.

3.       The Model Y Retool is Complete: Tesla’s Model Y SUV has been a smash hit. Since 2023, the Model Y has been the top-selling electric vehicle by far. Tesla recently begun selling a revamped and sleeker ‘Juniper’ Model Y, featuring exterior and interior aesthetic updates, new lighting, improved suspension, a front bumper camera, and enhancements to cabin comfort and noise levels. While the Model Y has mainly received positive customer reviews, anticipation and a wait-and-see mindset for Tesla’s tech-forward customers likely led to a lull in Model Y sales in early 2025. Additionally, Tesla underwent an intensive revamp of its factories in early 2025 to retool them for the new Model Y production. With these short-term barriers in the rearview mirror, the stage is set for an upside surprise on the Model Y front. Also, Tesla’s Cybertruck production is also gaining momentum and becoming more efficient.

4.       China’s Economic Rebound Should Boost Tesla Sales: China is Tesla’s second most important market, comprising ~22% of total revenue. Over the past few years, Tesla sales in China have suffered amid a floundering Chinese economy, plagued by high unemployment. However, following a slew of government stimulus measures and a relaxation of anti-business regulations, China’s economy is firing on all cylinders, registering robust GDP growth of 5% last year.  Meanwhile, following stringent lockdowns and government-driven fear surrounding COVID-19, Chinese households currently enjoy massive excess savings. With a still uncertain housing market, many of these Chinese households are likely to spend on EVs, which are wildly popular in China. If August is any clue for Tesla China’s sales, bulls are in business. Tesla sales jumped to 83,192 units in August, representing a healthy 22.6% rise versus July. The key will be how Tesla fares against tough Chinese competition, such as Nio ((NIO - Free Report) ), XPeng ((XPEV - Free Report) ), and BYD Co. ((BYDDF - Free Report) ).

5.       Lower Interest Rates are a Positive for Tesla: Earlier this month, Fed Chair Jerome Powell delivered a long-awaited interest rate cut. Rate cuts not only stimulate the economy but also lower monthly costs for potential Tesla buyers, incentivizing purchases.

6.       Tariffs Help Tesla Fend Off Foreign Competition: Although Tesla experienced some initial negative impacts from President Trump’s unique tariff policy, overall, they are a net positive for the company. Tariffs increase the costs for foreign-made EVs, making Tesla’s US-manufactured EVs comparatively more attractive.

Betting Markets Suggest Big Tesla Delivery BeatBetting markets are often more accurate than analysts because they benefit from ‘the wisdom of the crowd.’ Also, unlike polls, betting markets mean that betters are investing real money and have ‘skin in the game.’ Popular betting market Kalshi is currently pricing in Q3 Tesla deliveries of 505k, well above Wall Street consensus estimates.

Image Source: Kalshi

Tesla Technical ViewSince its inception, TSLA have increased by a mind-blowing 34k%. That said, long-term charts indicate that TSLA stock performance comes in bunches. From 2014 to 2020, Tesla shares moved sideways as the company transitioned to new products. However, over the next two years, TSLA shares would multiply 17X! Currently, history appears to be repeating itself. Tesla shares have been stagnant since 2022 and are finally breaking out. As the old Wall Street adage goes, “The longer the base, the higher in space.” Should the breakout succeed, the Fibonacci extensions suggest that a reasonable price target for TSLA over the next few months is ~$600.

Image Source: Zacks Investment Research

Can Tesla deliveries be the breakout catalyst?

Why Investors Should Ignore Tesla’s Sky-High P/E RatioFor value-oriented investors, Tesla’s price-to-earnings ratio of 207x makes the stock an automatic avoid.

Image Source: Zacks Investment Research

However, savvy investors understand that valuations require nuance. Investors are willing to place a higher valuation on Tesla because it is arguably the most innovative company in the world. Tesla is likely to be a leader in humanoid robots (which Musk sees as Tesla’s potentially largest future product) and artificial intelligence. In addition, Tesla is slated to release a more affordable version of its wildly popular Model Y SUV in Q4 2025. Finally, Tesla’s energy business is dramatically overlooked by Wall Street analysts. As the US power grid becomes increasingly strained by the insatiable electricity demand from AI data centers, utility companies are investing in Tesla’s Megapack to supplement the grid. Tesla Energy became profitable in mid-2022 and has produced profits in 13 consecutive quarters. Meanwhile, year-over-year energy deployments soared by 113% in 2024 alone. Energy is one of the most predictable trends on Wall Street, and Tesla is set to be a major beneficiary.

Bottom Line

After navigating a challenging period marked by political backlash, slowing EV growth, and market skepticism, Tesla shares are rebounding swiftly. Will this week’s delivery numbers be the catalyst that validates the market’s renewed optimism in Tesla?

Analyst’s Disclosure:I/we have a beneficial long position in the shares of UPWK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CRWV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Posted: September 29, 2025

Key Takeaways
Which Ethereum ETFs were most affected by outflows?
The Fidelity Ethereum Fund (FETH) experienced the largest outflows at over $362 million, followed by BlackRock’s ETHA fund, with more than $200 million exiting.

How did Ethereum’s price perform during this period?
Ethereum traded at $3,990.17, down 0.58% on the day and 10.78% over the past week, reflecting short-term market volatility.

Ethereum [ETH] has been making headlines recently, not just for its price movements, but also due to heightened network activity that has drawn investor attention.

Yet, despite the buzz, spot Ethereum ETFs faced a historic drain last week, recording their largest weekly outflows on record.

Ethereum ETF analysis
Data from Farside Investors shows that for the week ending the 26th of September, these ETFs saw $795.6 million in outflows amid a trading volume surpassing $10 billion.

The ETFs just edged out the previous notable week of the 5th of September, which saw $787.7 million exit the funds.

BlackRock’s industry-leading ETHA fund saw more than $200 million exit, even though the fund still manages over $15.2 billion in assets.

Meanwhile, the Fidelity Ethereum Fund (FETH), the third-largest Ethereum ETF by assets under management, experienced the largest outflows among its peers, with over $362 million pulled during the same period.

Grayscale’s ETHE also reported notable withdrawals, highlighting a broader trend of investor caution in the Ethereum market.

The outflows coincided with Ethereum’s price slipping below the $4,000 mark, trading at $3,990.17, down 0.58% on the day and 10.78% over the past week, according to CoinMarketCap.

The retreat in ETF flows mirrors the wider market sentiment, as investors appeared to pull back amid short-term volatility.

Spot Bitcoin ETFs faced similar pressures
Weekly outflows across available Bitcoin [BTC] ETFs totaled $902.5 million, with Fidelity’s FBTC leading the pack in withdrawals.

Bitcoin itself traded at $109,352.01, reflecting a modest daily decline of 0.02% and a 5.53% drop over the week, according to CoinMarketCap.

What’s more?
This coincided with the SEC has postponing decisions on multiple crypto ETF and staking applications, pushing review deadlines into late October and mid-November.

Major issuers, including BlackRock, Franklin Templeton, Fidelity, 21Shares, and Grayscale, are among those affected.

Yet, despite these delays, market optimism remains, with Ripple [XRP] Futures reaching record highs and new filings emerging, such as VanEck’s proposed Spot Hyperliquid ETF and the first U.S.-based Dogecoin [DOGE] ETF.

Ishika Kumari is a Crypto Analyst and Content Strategist at AMBCrypto, specializing in the analysis of cryptocurrency regulations, market trends, and the socio-political impact of blockchain technology.
Her expertise is grounded in her academic background as a graduate of Political Science from the renowned University of Delhi. This discipline has equipped her with a sophisticated framework for analyzing complex governance models, international regulatory landscapes, and the economic principles that underpin decentralized systems.
At AMBCrypto, Ishika applies this unique analytical lens to her work. She excels at breaking down intricate subjects—from the technicalities of new protocols to the nuances of global crypto legislation—into clear, accessible, and insightful content. Her primary mission is to bridge the gap between the complexity of the digital asset industry and the everyday reader, ensuring that AMBCrypto's audience is not just informed, but truly understands the forces shaping the future of finance.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

Ripple CEO Brad Garlinghouse’s comments have long emphasized that the value of XRP is rooted in its utility in the financial world rather than speculation or replacing traditional finance as a whole. One of such comments was made in an old interview which has resurfaced to catch the eye of some XRP investors on the social media platform X. Years later, those comments are being revisited as XRP continues to push for adoption in global markets and as investors are counting down to the SEC’s upcoming decision on Spot XRP ETF applications.

Utility Over Hype: Revisiting Garlinghouse’s Message
A recent video which was posted on the social media platform X by popular XRP commentator JackTheRippler ties back into an interview where Garlinghouse noted how trillions in capital could pour into XRP in the coming years. In that conversation, Garlinghouse explained that hype alone cannot sustain the value of any cryptocurrency, insisting instead that true growth comes from solving real-world problems and building a customer base.

These comments were made in a 2017 interview on CNBC’s Squawk Alley, at a time when cryptocurrencies were mostly valued on speculation alone. In the interview, Garlinghouse pointed out that XRP wasn’t just created to trade on exchanges but was meant to serve a real purpose, which is settling liquidity between banks. At the time, he noted that more than $27 trillion was sitting idle in correspondent banking accounts worldwide to facilitate payments between themselves. 

🚨RIPPLE CEO SAYS THAT #XRP SETTLES MONEY IN SECONDS!

TRILLIONS IN CAPITAL COULD POUR INTO XRPL. DRIVEN BY REAL TOKEN, BUILT TO TOKENIZE THE ENTIRE REAL ESTATE SECTOR! DYOR/NFA

💥 GET REAL TOKEN HERE: https://t.co/kYx7u3Ko4Z pic.twitter.com/seidvGLqdy

— JackTheRippler ©️ (@RippleXrpie) September 27, 2025

His vision was that XRP, with its ability to settle transactions in seconds, could free up that capital and make cross-border payments much more efficient. “We use this digital asset called XRP to settle liquidity needs between banks,” he said.

XRPUSD currently trading at $2.78. Chart: TradingView
Even though those words were spoken years ago, they still fit into today’s conversations about XRP. Its adoption potential in the worldwide financial system continues to be the foundation of why many investors believe XRP can stand apart from other cryptocurrencies.

Countdown To US SEC’s Spot XRP ETF Decision
The attention surrounding XRP nowadays is shifting to the regulatory front, with many investors awaiting the outcome of pending Spot XRP ETF applications. After Bitcoin and Ethereum won approval for similar products, many see XRP as the next logical step given its position as the third-largest cryptocurrency.

The US SEC has introduced new listing standards designed to speed up crypto ETF approvals, cutting the review window to 75 days or less. Grayscale’s filing is due for a decision on October 18, followed by 21Shares on October 19, Bitwise on October 20, CoinShares and Canary Capital on October 23, and WisdomTree on October 24.

The eventual launch of a Spot XRP ETF could be the turning point that helps the cryptocurrency take its place alongside Bitcoin and Ethereum in traditional finance.

At the time of writing, XRP was trading at $2.79.

Featured image from Istockphoto, chart from TradingView

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

Sign Up for Our Newsletter!
For updates and exclusive offers enter your email.

Scott Matherson is a leading crypto writer at Bitcoinist, who possesses a sharp analytical mind and a deep understanding of the digital currency landscape. Scott has earned a reputation for delivering thought-provoking and well-researched articles that resonate with both newcomers and seasoned crypto enthusiasts.
Outside of his writing, Scott is passionate about promoting crypto literacy and often works to educate the public on the potential of blockchain.

Binance has once again demonstrated its influence in the crypto ecosystem by rewarding BNB holders through the HODLer Airdrop program, this time supporting Falcon Finance (FF), a rapidly growing stablecoin project. Developed by Andrei Grachev of DWF Labs, Falcon Finance has already achieved a Total Value Locked (TVL) exceeding $100 million within just one month of its beta launch, signaling strong demand from both retail and institutional investors.

Posted: September 29, 2025

Key Takeaways
Why is Ethereum’s price stuck?
Because current buying is being matched by selling, keeping ETH flat even as reserves drop.

Could Ethereum see a short squeeze soon?
With most downside liquidity absorbed and liquidation targets stacked above, a small price move could trigger a sharp short squeeze.

Ethereum [ETH] is up to something big. Over the past few days, sell pressure quietly eased as Exchange Reserves declined while investors moved ETH off trading platforms.

Source: CryptoQuant

With downside liquidity already absorbed, all that’s missing is a spark. And if demand kicks in, even a small catalyst could be enough to send ETH to the moon!

Shorts are running out of room
According to CryptoQuant data, most of the sell pressure has already been absorbed, leaving far fewer liquidation targets below the current price.

What’s interesting is that the bulk of liquidation clusters sat above ETH’s level – a setup that tilts the odds toward an upside squeeze.

Source: CryptoQuant

In simple terms, if ETH makes even a modest move higher, it could force shorts to close positions quickly, triggering a chain reaction of liquidations. That’s how sharp, sudden rallies begin.

Exchange Reserves are falling, but price refuses to budge
ETH steadily flowed out of spot exchanges, which usually shows that investors are buying and moving their coins into self-custody or staking. That’s a bullish sign of trust.

But here’s the twist. Despite these big outflows, the price hasn’t budged much. Why?

Because while buyers are active, sellers are still matching that demand, keeping ETH stuck in place. This pattern often plays out before major rallies.

Once fresh demand kicks in and tips the balance, lower reserves can amplify the upside move. Right now, the groundwork for that rally is being laid.

Momentum is building
Ethereum’s chart showed price holding just above the $4,000 mark after a drop. The RSI was stuck near 38, and the OBV trend has cooled, so there’s weaker volume support.

Source: TradingView

But here’s the catch. Price is sitting right on the 200-day EMA, a level that often acts like a spring for big moves.

If demand sparks here, ETH could rebound sharply as shorts get caught off guard. For now, it’s a wait, but the setup looks fragile.

One push could be enough to flip the momentum very fast.