
Bitcoin and Ethereum Defy September Trends with Promising Growth
Despite its reputation as a historically bearish month for digital assets, September 2025 has delivered surprising upward momentum for Bitcoin and Ethereum. Both cryptocurrencies are outperforming expectations, up 6% and 4% respectively, building optimism for a strong year-end rally.
Investor Optimism Backed by Macro Trends and Options Data
According to Sean Dawson, head of research at Derive, an on-chain options platform, the market is “halfway” through a potential fourth-quarter upswing. He highlighted that bullish positioning in options data and favorable macroeconomic conditions are driving this current trend.
Options data reveal that call open interest for Bitcoin is outpacing puts by nearly 2.5 to 1. This shows significant investor expectations of higher year-end prices. For Ethereum, forecasts indicate a 40% chance the cryptocurrency will close above $5,000 by year-end, while Bitcoin’s price has a 37% probability of reaching $125,000 or higher during the same period, according to market consensus.
Why 2025 Can Be a Rewarding Year for Crypto Investors
The crypto market’s resilience comes partially from expectations of significant changes in monetary policy. Investors are betting on multiple interest rate cuts by the Federal Reserve before the end of 2025. Data from Polymarket shows the likelihood of three rate cuts jumping from 22% to 49% within just two weeks. A full percentage point cut now has over a 10% probability, setting the stage for strong growth in risk assets like Bitcoin and Ethereum.
While volatility remains a factor, particularly in the latter half of September, these favorable policy conditions and investor enthusiasm are creating a solid foundation for growth leading into the final quarter of the year.
Navigating Crypto’s Challenges: Midway Through the Upcycle
Dawson emphasizes that the market is only “halfway” through its upswing. Short-term pain may arise from September’s traditional seasonality, tied to the financial year-end in the U.S. However, this serves as an opportunity for long-term holders to position themselves for gains as the macro landscape continues to turn in favor of cryptocurrencies.
Explore Essential Tools for Crypto Enthusiasts
Interested in trading or investing in Bitcoin and Ethereum? Ensure you’re equipped with the right tools. Platforms like Coinbase provide secure options for buying, holding, and trading digital assets with ease. Additionally, ledger wallets—such as the Ledger Nano X (check it here)—offer a secure solution for holding your crypto investments offline.
As crypto markets continue to evolve, staying informed and prepared is essential for anyone looking to benefit from potential year-end rallies.