.jpg){kind=spacer}
The House View is your 10-minute hit on what moved markets – straight from the FalconX desk. Follow us on Spotify or Apple.
Crypto markets are split. Post-Labor Day, sentiment feels exhausted: some allocators are hedging downside, while others are chasing convexity in Solana, Hyperliquid, and other alt names tied to treasury vehicles and future ETFs. On the sell side, VCs are rotating out of older positions, while traditional institutions step in with fresh demand.
Exhaustion meets anticipation: traders are caught between hedging risk and chasing ETF-driven upside. Macro remains the looming driver, with non-farm payrolls and the Fed’s September decision top of mind. With markets already pricing a 90% chance of cuts, downside positioning looks crowded – leaving room for a potential squeeze if the Fed surprises dovish.
In Episode 4 of The House View, Colin Farrell, Senior Manager of Institutional Coverage, and Matt Sheffield, Head of Spot Trading, break down how traders are navigating today’s split market and what catalysts could drive flows into Q4.
Key Topics Covered:
- Divided House: Why sentiment is split between downside hedging and altcoin buying post-Labor Day.
- TradFi vs. VCs: Traditional allocators are rotating into alts while venture funds take profits on older positions.
- Altcoin Standouts: Solana, Hyperliquid, and other names positioned for ETFs and treasury inflows.
- Macro Catalysts: Non-farm payrolls, the Fed’s September meeting, and why crowded downside bets could set up a surprise rally.
Tune into Episode 4 now on Spotify or Apple to hear the full discussion.
