Bitcoin slipped alongside stocks after a hotter-than-expected U.S. August Producer Price Index revived concern that the Federal Reserve could raise rates instead of cutting them. The S&P 500 fell 0.59%, the Nasdaq dropped nearly 1%, and roughly 85% of the top 100 crypto assets by market capitalization were in the red over the past 24 hours. Oil moving above $100 a barrel during ongoing U.S.-Iran tensions and a jump in Treasury yields added to pressure across risk assets. According to Decrypt, Bitcoin opened at $78,282, hit an intraday high of $78,526, then fell to $76,651 before trading at $77,323, down $959 or 1.22% on the day. Even so, the broader chart structure remains constructive relative to August lows near $64,000. Technical readings cited in the report showed the ADX at 45.8 and the RSI at 55.6, while the 50-day EMA is closing in on the 200-day EMA, setting up a possible golden cross in the next few days. The report also pointed to $3.8 billion in net inflows into U.S. spot Bitcoin ETFs over the past three weeks, with total net assets at $101.3 billion. Decrypt noted that a golden cross is a lagging indicator and not a guarantee, adding that Friday’s CPI report and next week’s Fed decision may matter more for Bitcoin’s next major move than the moving-average crossover itself.

On-chain data cited by Techub News shows that whale addresses holding between 10 million and 100 million PEPE have sold a combined 80 billion tokens since Aug. 25. Over the same stretch, smaller holders with 100,000 to 10 million PEPE accumulated only 5.06 billion tokens, pointing to a notable imbalance between selling and buying activity. PEPE was trading near $0.00000348 after facing resistance at $0.00000364, the token’s 200-day exponential moving average. CoinJournal said technical indicators were leaning bearish, with the relative strength index drifting toward the neutral 50 level and the MACD posting a bearish crossover last week. Analysts cited in the report said a daily close below the $0.00000313 support could trigger a deeper pullback toward $0.00000230, which would represent about a 34% decline from the current price. On the upside, a break above the 200-day EMA resistance could leave room for a rebound toward $0.00000442.

Bitcoin slipped 0.72% to $78,524 on Tuesday after a 20% rally, while U.S. stocks also weakened as oil prices moved toward $100 a barrel following renewed U.S.-Iran hostilities in the Strait of Hormuz. The waterway carries roughly one-fifth of the world’s oil shipments, and higher energy costs are feeding fresh inflation concerns ahead of the Federal Reserve’s September meeting. Markets are pricing about a 57% chance of a 25-basis-point rate hike at the Fed’s September 15-16 meeting. The Dow Jones Industrial Average fell 614.88 points, or 1.15%, to 52,799.37, while the Nasdaq Composite slipped 0.19% to 26,457.73. The S&P 500 was down 0.37% at 7,689.80 and remains close to its August 13 record close of 7,798.99. HSBC raised its year-end S&P 500 target to 8,100. Bitcoin’s technical setup remains broadly bullish. Its key retracement zone sits between $73,986 and $75,569, while RSI is 60.4 and ADX is 47.2. The EMA50 remains below the EMA200, though a golden cross could emerge if momentum holds. On Myriad, traders put a 78.4% chance on Bitcoin reaching $84,000 before falling to $55,000, little changed from 77% a week earlier.

A long-form market analysis by IOSG researcher Mario Chow argues that the recent wave of meme coins priced in tokenized equities on Robinhood Chain can send real buying pressure into U.S. stocks, but the mechanism breaks before it becomes a self-feeding short squeeze. Using AMC, Hims & Hers and Nvidia-linked examples, the report says on-chain demand can quickly push tokenized prices far above fair value, prompting authorized participants to buy real shares, place them into custody and mint more stock tokens. That transmission is real: in the AMC episode, the issuing agent reportedly bought and custodied about $7.6 million worth of real AMC shares over a weekend, accounting for as much as 7.6% of premarket volume during the busiest stretch. The same mechanism also caps the trade. According to the report, tokenized AMC supply expanded from 152,106 shares to 2,895,758 shares within 72 hours, while tokenized Hims rose from 468 shares to 130,876 shares over a longer span. In Chow’s framing, GameStop worked in 2021 because float was fixed and shorts could not create more stock to return; on Robinhood Chain, the float is effectively elastic because supply can be minted against newly purchased underlying shares. The report concludes that what traders are often buying is not durable equity exposure or a true short-squeeze setup, but corporate attention. It also identifies a different weak point: weekends, holidays and fake quote assets, when token supply cannot be expanded immediately and on-chain dislocations can widen sharply.

India's state-owned power financier REC Ltd has launched a tender for tokenized corporate bonds worth up to 5 billion rupees ($53 million), combining DLT with the central bank's wholesale CBDC for institutional investors. The bonds have a base size of 1 billion rupees, with a greenshoe option to increase to 5 billion rupees, maturing in May 2028. Settlement uses SEBI's DEMAT 2.0 e-wallet and atomic settlement via wholesale CBDC, on a permissioned environment.

Crypto markets opened Sept. 4 with a clear macro catalyst: traders sharply cut expectations for a Federal Reserve rate hike this month. CME pricing showed the odds of a 25-basis-point increase at roughly 50%, down from 70% a day earlier, after comments from Fed Governor Christopher Waller and New York Fed President John Williams signaled that a hike is not a settled outcome. Bitcoin briefly moved above $82,000 in early trading, while most major tokens in centralized exchange volume rankings posted gains, including BTC, ETH, XRP, SOL, BNB, DOGE, UNI, and ZEC. The day’s policy picture was mixed. A Galaxy research executive said House Republican leadership had canceled voting weeks in late September, leaving the CLARITY Act with very low odds of passing before the midterm elections. At the same time, SEC Chair Paul Atkins told Fox Business he expects the bill to be voted on in the Senate on Sept. 15 and ultimately sent to the president for signature. Separately, G20 finance ministers and central bank governors backed a clearer regulatory path for digital assets and called for stronger anti-money-laundering enforcement in large virtual-asset jurisdictions. Elsewhere, Coinbase said it is working to launch single-stock perpetual futures in the U.S., Polymarket rolled out perpetual contracts more broadly, Robinhood Chain DEX volume hit a record $1.89 billion in 24 hours, and Nvidia agreed to acquire Hugging Face for $12.9303 billion.

BlockBeats reported on September 4 that the Robinhood Chain has seen a new token launch platform called pair.fund, which allows users to issue ERC-20 tokens with a fixed supply of 1 billion, paired with up to five Robinhood Stock Tokens like AAPL, TSLA, NVDA, and SPY, while permanently locking liquidity in Uniswap V4. The platform's native token PAIR has surged 91.37% in 24 hours to a market cap of $8.53 million, with the largest token on the platform, CINEMA, reaching $3.52 million.

On September 4, the Robinhood Chain-based stock meme project MEME briefly surged past $20 million in market cap, hitting a new all-time high with a 24-hour gain of over 800x and trading volume reaching $16.2 million. The project pairs with tokenized AMC stock using the MEME/AMC trading pair. A similar project, CINEMA, also pairs with AMC, creating liquidity competition. BlockBeats notes that stock memes combine traditional meme coin volatility with tokenized equities, carrying high risk.