According to BlockBeats, on September 4th, Bitcoin surged past $81,000, with a 24-hour gain of 5.2%. Meanwhile, Federal Reserve Governor Waller stated that whether or not there will be a rate hike in September will heavily depend on next week's August CPI data , adding that three months of core inflation showed "significant improvement" at an "encouraging" pace. Market expectations for a Fed rate hike have dropped significantly, with the probability of a rate hike this month falling to approximately 50%. Several traders and industry institutions have expressed bullish views on Bitcoin's future prospects; a summary of their opinions is as follows:

Crypto trader Ansem stated that some top traders he knows have not yet turned bullish, primarily due to concerns about factors such as war, Treasury yields, the Federal Reserve's interest rate decisions, and the four-year cycle. Ansem believes that as the market develops, these cautious traders will shift their stance in the fourth quarter and begin aggressively chasing the rally . The hardest part of transitioning from a bear market to a bull market is that the strategies that helped you survive and make money in the bear market may actually cause you to lose money in the bull market. If you are still making money through short-term, high-frequency trading, it indicates strong trading skills. However, to capture the largest share of profits in a bull market, you need to relearn how to "dream," that is, dare to hold physical assets and dare to dream of long-term gains.

In a speech at the White House on September 3, Trump stated that the stock market was unaffected and could even have been higher , adding that the market would rise regardless of belief.

In a recent article, BitMEX co-founder Arthur Hayes stated that the current macroeconomic environment will form a liquidity chain of "tightening first, then loosening": the decline in EURJPY will be a leading indicator of increased risk in French banks and an impending expansion of dollar liquidity; the Federal Reserve's increase in dollar supply through the RMP and FIMA repurchase mechanisms may further drive global fiat currency liquidity growth. The crypto market will be one of the fastest-benefiting assets in this liquidity expansion. Hayes reiterated his price targets for the end of 2026, predicting Ethereum will reach $10,000, Ethena (ENA) $0.50, and ETHFI $2.00 .

A whale (a prominent crypto investor) posted a message after Bitcoin's breakout, stating, "Set 10 major targets first: if it holds above $80,000, it's aiming for $100,000. This is the last chance to get on board." They also shared screenshots of market data, showing significant increases in call options and underlying stock prices for crypto-related stocks and ETFs such as IBIT, CRCL, and MSTR.

Liquid Capital founder Yi Lihua stated that the bull market trend has begun regardless. The resistance level remains around $86,000; if it cannot break through $86,000 strongly, it may be time to consider buying on dips.

According to Garrett Jin, an agent for "BTC OG Insider Whale," the cost base map shows a significant increase in new supply between $75,000 and $80,000, providing a stronger floor for the market than during the initial short squeeze. If the daily close is above $82,500 and then retraces to hold above $80,000, it would be considered a successful absorption of price-sensitive selling pressure. He maintains a bullish view until the end of the year, arguing that AI profitability has not declined, AI spending continues, and a genuine investment opportunity for Bitcoin exists.

CryptoQuant analyst Zizcrypto noted that the 90-day reading of the Stablecoin Supply Ratio Oscillator (SSR Oscillator) previously surged into the "strong stablecoin buying demand" zone, approaching the peak of approximately 4.00 in November 2024. This rapid rebound in stablecoin demand coincided with a previous strong liquidity surge in the market, and the sustainability of this demand signal is of greater concern.

CoinDesk analysts say Bitcoin is currently approaching a "golden cross" technical pattern, where the 50-day moving average crosses above the 200-day moving average. This indicator is generally considered a signal of a long-term uptrend. While historical performance hasn't always accurately predicted market movements, this golden cross may be further supported by the declining proportion of USDT. Bitcoin has historically experienced 12 golden crosses, and of the 9 measurable ones, the average 3-month gain was approximately 24.9%.

Wintermute stated that the crypto market has rebounded in the past two weeks, with ETF inflows turning positive and stablecoin issuance stabilizing, initiating a new cycle. The market needs new sources of funding. Historically, VC and ICOs in 2017-2018, stablecoins in 2020-2021, and ETFs and digital asset treasury companies in 2024-2025 all accelerated bull markets. RWA may become the next important liquidity channel.