In a Sept. 4 episode of the Milk Road Show, Milk Road Pro portfolio manager John said he bought altcoins for the first time in more than two months, with Uniswap’s UNI becoming one of his largest positions after a gain of about 30% in roughly a week. He linked the latest crypto rebound to two forces: a macro catalyst tied to an expected $12 billion long-bond buyback by the U.S. Treasury around Sept. 9 alongside new short-term issuance, and a sharp burst of activity on the Robinhood chain, where meme tokens and tokenized equities are increasingly trading in the same ecosystem. John argued that Uniswap’s revised token economics, combined with record flow from Robinhood-chain meme assets and tokenized stocks into Uniswap v4, has created buyback pressure for UNI and changed the token’s investment case. Even so, he stopped short of calling this a confirmed bull market. He said the move could still turn into a bull trap, noted that he is still holding substantial cash, and pointed to several risks: a possible Federal Reserve rate hike, the chance that the Clarity Act fails to pass, and the historical weakness of Bitcoin during September in U.S. midterm election years.

Jiang Zhuoer of Laibit Mining Pool stated that driven by improving market sentiment, Ethereum's price approaching its previous high, and continued inflows into Bitcoin spot ETFs on September 3-4, he sold 100% of his Bitcoin holdings at $82,050 and bought back at $79,480, returning to a full spot Ethereum position.

Trader Bonk Guy bought 10.3 million MEME tokens (worth ~$1.43 million) during a panic sell-off, with the latest purchase hours before a price surge. Unrealized profit now stands near $1 million, per Lookonchain.

According to blockchain monitor ai_9684xtpa, the address yixie10, which invested ~$20 million to long ZEC, has seen cumulative profit reach ~$11.37 million. On Sep 4, when ZEC was ~$985, unrealized profit was ~$8.465 million. With ZEC up ~22% since then, unrealized profit is now ~$10.34 million, and adding realized gains of ~$1.038 million pushes total profit above $10 million again.

A trader invested $1,190 in Solana-based meme coin ZCAT seven days ago, according to GMGN on-chain data. After selling some tokens for $11,300, the remaining holdings show a floating profit of $473,800, achieving a 397x return. BlockBeats warns that meme coins often lack real-world use cases and are highly volatile, advising investors to exercise caution.

A petition to delay South Korea's virtual asset tax for two years has gathered over 32,000 signatures, needing 18,000 more to reach the 50,000 threshold. If met by September 20, the petition will be submitted to a standing committee.

Robinhood co-founder Vlad Tenev followed the official account of MEME, a meme coin paired with AMC Entertainment stock (ticker: AMC) via the Robinhood platform, early on September 7. This action triggered a rapid surge: according to GMGN data, MEME's market capitalization nearly doubled within a short period, peaking at $174 million before retreating to $83.58 million, representing a 24-hour gain of over 100%. The token's market cap was approximately $41.79 million a day earlier, implying a doubling. The move came a day after multiple FOMO platform KOLs, including Bonk Guy, had been heavily accumulating MEME tokens. MEME utilizes tokenized AMC shares as its base pool and provides liquidity through the MEME/AMC trading pair on Robinhood. The coin had already surpassed the $100 million market cap threshold on Friday, setting the stage for increased attention. The involvement of a high-profile figure combined with prior KOL accumulation highlights the speculative interest in this meme asset, though specific accumulation amounts remain undisclosed.

A Bitcoin wallet created in 2016 transferred 1,260.77 BTC (worth over $100 million) to an unknown P2WPKH address at block height 965770. Meanwhile, in the first six days of September, nearly 75 Casascius physical bitcoins were redeemed, with a single-day peak of 40 coins on September 5. Casascius coins, made by Mike Caldwell from 2011 to 2013, involve peeling off holographic stickers to access private keys for digital BTC transfer.