Markets Today: Shares Rebound on US Rate Cut Bets, FTSE 100 Eyes Gains

Stocks

Summary:

Asian and European stocks rebounded on US rate cut hopes, despite weak US jobs data. Strong corporate earnings supported Wall Street, while oil slid on OPEC+ output hikes. Dollar gained modestly.

Asia Market Wrap - US Rate Cut Bets Boost Equities

Asian markets got a boost on Monday as hopes for lower interest rates eased worries about the US economy, though doubts about the long-term reliability of US policies lingered.

Wall Street dropped on Friday due to higher US unemployment and slower job growth, increasing hopes for a Fed rate cut to help the economy. While the weak data raised concerns about stock prices, it also strengthened belief that the Fed might step in to keep the recovery going after three months of rising stocks, fueled by confidence in the economy handling President Trump's tariffs.

The MSCI Asia-Pacific index (excluding Japan) rose 0.7%, helped by a 1.1% jump in South Korean stocks.

Japan's Nikkei dropped 1.4%, partly due to the yen strengthening on Friday, while Chinese blue-chip stocks stayed unchanged.

Upbeat US Earnings Season Continues

Wall Street is feeling positive thanks to strong earnings reports. So far, about two-thirds of S&P 500 companies have shared their results, and 63% have done better than expected. Earnings growth is now estimated at 9.8%, up from 5.8% in early July.

This week, companies like Disney, McDonald's, Caterpillar, and major pharmaceutical firms are set to report their results.

European Open - European Shares Higher

European stocks inched up on Monday, bouncing back slightly after Friday's big drop. The STOXX 600 index rose 0.2% by early morning, following its steepest fall in over three months.

Switzerland's SMI index dropped 1.5% as markets reopened after a long weekend. Swiss Business Minister Guy Parmelin said the country might revise its offer to the US after facing heavy tariffs last week, which experts warn could lead to a recession.

Swiss pharmaceutical giants Novartis and Roche fell 1.3% and 2.3%, respectively, after President Trump urged 17 major drug companies to lower US prescription prices. Swiss luxury brands Richemont and Swatch, heavily affected by tariffs, also dropped over 1.5% each.

UBS shares fell 2.5% after the bank agreed to pay $300 million to settle US cases over mortgage-linked investments.

On a positive note, Lloyds rose 6.3%, leading the STOXX 600, after the UK's Supreme Court overturned a ruling on motor finance commissions, benefiting banks.

On the FX front, The U.S. dollar gained some strength on Monday, rising 0.2% to 98.88 against a group of currencies after dropping over 1.3% on Friday. It was also up 0.3% against the yen, trading at 147.91, though still 3 yen below Friday's high.

The euro slipped 0.2% to $1.1561, while the British pound stayed mostly steady at $1.3276.

Currency Power Balance

In July, the dollar jumped 3.4%, its biggest monthly gain since April 2022, as markets grew more comfortable with Trump's trade policies and the economy stayed strong despite tariffs.

Gold continues to hold the high ground this morning as rate cut bets are likely underpinning the precious metal.

Oil prices slid as OPEC+ decided on Sunday to increase oil production by 547,000 barrels per day in September. This is part of ongoing efforts to boost output and regain market share amid worries about supply issues related to Russia.

This increase reverses OPEC+'s biggest production cuts earlier than planned and adds extra output for the UAE, totaling about 2.5 million barrels per day, or 2.4% of global demand.

Economic Data Releases and Final Thoughts

Looking at the economic calendar, it is a quiet one.

The US session brings factory orders and core durable goods data. Both of which should not have a material impact on market moves. Developments around trade deals and updates around the firing of the head of the Bureau of Labor Statistics (BLS) may have a bigger impact on the US Dollar.

Chart of the Day - FTSE 100 Index

From a technical standpoint, the FTSE 100 index struggled last week before finding support near the key confluence level around 9048.

The improved sentiment this morning sees the FTSE making a move higher with immediate resistance at 9136 before the 9168

Immediate support rests at 9048 before the 9000 handle comes into focus.

FTSE 100 Four-Hour Chart, August 4. 2025

Source: marketpulse

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Gerik

Economic

Industry Continues Fair Appraisal Practices Despite Policy Shift

President Donald Trump's administration has rescinded several federal guidelines designed to help homeowners especially minority borrowers challenge inaccurate or biased home appraisals. These reforms, introduced under President Biden through the Property Appraisal and Valuation Equity (PAVE) task force, had mandated clearer pathways for borrowers to request a Reconsideration of Value (ROV). Trump's rollback is part of a broader attempt to dismantle what his administration views as "diversity, equity, and inclusion (DEI) overreach."

Yet, the policy change is having little real effect on the ground. Major mortgage lenders such as JPMorgan Chase, Bank of America, and U.S. Bancorp have affirmed that they will maintain existing appraisal review practices. Smaller lenders like New American Funding echoed this stance, noting that transparency and borrower-initiated appraisal disputes remain central to their policies. Data from New American show that about 2.5% of borrowers contest home values monthly, with 22% of those disputes resulting in revised appraisals.

Appraisal Bias Is a Persistent Barrier to Fair Lending

The appraisal system in the U.S. has long been criticized for systemic racial bias. Research from Brookings, Freddie Mac, and Fannie Mae consistently finds that homes in majority-Black neighborhoods are undervalued by 21–23% compared to similar homes in white areas. This disparity directly affects borrowing capacity, equity accumulation, and broader community wealth.

Black homeowners, in particular, often report that removing racial indicators from their homes leads to significantly higher appraisal outcomes. This bias not only hurts homeowners but also lenders, who rely on accurate valuations to issue safe loans and avoid undercollateralized lending risks.

Trump Administration's Rollback: Symbolic but Narrow in Scope

The rollback primarily affects mortgages insured by the Federal Housing Administration (FHA), which serve low- and middle-income borrowers. Key Biden-era standards such as mandatory appraisal dispute procedures and clearer disclosure rules remain intact for loans backed by Fannie Mae and Freddie Mac, which dominate the secondary mortgage market.

A HUD official stated that the rollback merely reverts FHA policy to pre-2021 standards and does not prohibit lenders from continuing ROV processes. Nonetheless, the move fits into a broader political agenda: cutting back federal civil rights enforcement and reducing government oversight of housing fairness.

Industry and Lawmakers Push Back

Despite the federal reversal, industry momentum appears firmly in favor of appraisal reform. The Mortgage Bankers Association has supported clearer and standardized ROV processes. Meanwhile, Senator Raphael Warnock has introduced a bill to make these policies legally binding across all lenders, including requirements to disclose more appraisal data publicly.

Surprisingly, the bill has garnered support from the National Association of Mortgage Brokers, whose president called the proposed legislation "critical" for ensuring equity in home financing. This rare bipartisan alignment between fair-housing advocates and industry professionals reflects a shared recognition that biased appraisals are both unethical and economically inefficient.

Housing Market Context: Affordability Crisis and Low Activity

The appraisal debate is unfolding amid severe stress in the housing market. The U.S. homeownership rate has fallen to a five-year low. Affordability for first-time buyers is near its worst level since the 1980s, and spring 2025 marked a 13-year low in signed home purchase contracts. With borrowing costs high and inventory low, the ability to challenge low or unfair appraisals is more crucial than ever for buyers seeking mortgage approvals or refinancing.

President Trump's rollback of appraisal fairness reforms may satisfy political objectives aimed at dismantling DEI-related policies, but it appears disconnected from both the operational needs of lenders and the economic realities of borrowers. With mortgage lenders continuing to follow the guidelines voluntarily and bipartisan efforts to enshrine ROV rights into law gaining traction, the industry is signaling that equity in home valuation is not a matter of ideology it’s a financial necessity.

Source: Reuters

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Michelle

Political

The Lebanese government is expected to discuss Hezbollah's disarmament on Tuesday, facing pressure from the United States to make progress as Israel presses attacks on the Iran-backed group.

While President Joseph Aoun and Prime Minister Nawaf Salam aim to establish a state monopoly on arms, seeing this as vital to stabilising Lebanon, Hezbollah has rejected demands for its disarmament, saying such calls serve Israel.

WHAT ARE HEZBOLLAH'S ORIGINS?

Iran's Revolutionary Guards founded Hezbollah in 1982 during Lebanon's 1975-90 civil war, part of Tehran's effort to export its 1979 Islamic Revolution and fight Israeli forces that had invaded Lebanon in 1982.

HOW DID IT BECOME SO POWERFUL?

While other groups disarmed after Lebanon's civil war, Hezbollah kept its weapons to fight Israeli forces occupying the predominantly Shi'ite Muslim south. It kept its weapons after Israel withdrew in 2000.

In 2006, during a five-week war, it fired thousands of rockets into Israel. The war erupted after Hezbollah crossed into Israel, kidnapping two soldiers and killing others.

Hezbollah's arsenal grew after 2006. The U.S. Central Intelligence Agency's World Factbook said it was estimated to have as many as 150,000 rockets and missiles in 2020 and in 2022 was estimated to have 45,000 fighters.

Hezbollah's veteran leader Hassan Nasrallah, killed by Israel in 2024, said the group had 100,000 fighters.

HOW DID IT GET INVOLVED IN THE GAZA WAR?

After the 2006 war, Hezbollah became involved in conflicts outside Lebanon. It sent fighters to Syria to help Bashar al-Assad fight rebels, aided Iran-backed Shi'ite militias in Iraq, and supported the Houthis of Yemen, sending fighters to assist them in their war with a Saudi-led coalition, according to Riyadh, though Hezbollah has never confirmed this.

It also deepened ties with Palestinian militant group Hamas. Hezbollah became the spearhead of the Iran-backed "Axis of Resistance".

After Hamas attacked Israel on October 7, 2023, Hezbollah opened fire on Israeli positions in the frontier region, declaring solidarity with the Palestinians.

Hezbollah and Israel traded fire for almost a year until September 2024, when Israel detonated thousands of booby-trapped pagers used by Hezbollah members, and stepped up airstrikes, killing Nasrallah and other commanders.

Israel also sent troops into Lebanon's south.

HOW BADLY HIT WAS HEZBOLLAH?

In addition to killing much of Hezbollah's command, Israel killed thousands of fighters and destroyed much of its arsenal.

The toppling of Assad in Syria in December 2024, choked Hezbollah's main supply route from Iran and tilted the regional power balance against it.

A U.S.-backed ceasefire agreed in November 2024 required Hezbollah's disarmament beginning in areas south of the Litani River, the area adjacent to Israel.

Hezbollah says the deal only applies to that region and that it has handed over weapons to Lebanese troops in that area. Israeli forces continue to occupy five hilltops in the south and to carry out airstrikes on Hezbollah fighters and arms depots.

WHAT IS HEZBOLLAH'S ROLE IN LEBANON?

Hezbollah long had a decisive say over state affairs but was unable to get its way over the formation of the 2025 post-war government, which adopted a policy of establishing a monopoly on arms.

Lebanese have been at odds over Hezbollah's arms for decades - opponents accuse it of dragging Lebanon into wars, supporters see its weapons as key to defending the country.

In 2008, Hezbollah fighters took over parts of Beirut in an armed conflict sparked by the government's vow to take action against the group's military communications network.

A U.N.-backed court convicted three Hezbollah members in absentia over the assassination of former prime minister Rafik al-Hariri, a Sunni Muslim politician killed in 2005 by a truck bomb in Beirut, along with 21 other people. Hezbollah has denied any role.

Hezbollah has solid backing among Shi'ites. The group has been represented in governments, either by Hezbollah politicians serving as ministers or through its approval of candidates for cabinet portfolios reserved for Shi'ites.

It runs its own social services. Together with its ally, Amal, it dominated local elections in May in Shi'ite areas. The groups hold all seats reserved for Shi'ites in parliament.

TERRORISM DESIGNATIONS

The United States holds Hezbollah responsible for suicide bombings in 1983 that destroyed the U.S. Marine headquarters in Beirut, killing 241 service personnel, and a French barracks, killing 58 French paratroopers. It also blames Hezbollah for a suicide attack on the U.S. Embassy in Beirut in 1983.

Lebanese officials and Western intelligence agencies have said groups linked to Hezbollah kidnapped Westerners in Lebanon in the 1980s. Referring to those attacks and hostage-taking, Nasrallah said in a 2022 interview they were carried out by small groups not linked to Hezbollah.

Western governments, including the United States, and Gulf Arab states, including Saudi Arabia, deem Hezbollah a terrorist group. Some, notably the European Union, have designated its military wing a terrorist group, drawing what critics say is an artificial distinction with its political wing.

Argentina blames Hezbollah and Iran for the bombing of a Jewish community centre in Buenos Aires in which 85 people died in 1994 and for an attack on the Israeli Embassy in Buenos Aires in 1992 that killed 29 people. Hezbollah and Iran deny any responsibility.

Source: TradingView

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Gerik

Economic

July Export Drop Reflects Regulatory Bottlenecks and Market Uncertainty

Venezuela’s oil exports slid to an average of 727,000 barrels per day (bpd) in July down from 807,000 bpd in June reflecting stalled activity by key joint-venture partners of PDVSA, the state-owned oil company, amid ongoing U.S. sanctions. Vessel tracking data and PDVSA internal documents attribute this decline to the delayed issuance of U.S. Treasury licenses, which partners require to operate and export Venezuelan crude legally.

While Chevron was granted a special license in late July to resume exports under tight restrictions prohibiting direct payments to President Nicolás Maduro’s regime other partners remain in limbo, unable to load or schedule cargoes. This bureaucratic delay appears to have a direct impact on total output and market responsiveness.

Chevron Returns, But Scope Remains Limited

Chevron’s CEO Mike Wirth confirmed the company’s intention to resume exports in August, although the scale remains modest. The license, issued privately, follows a diplomatic breakthrough involving a prisoner exchange between the U.S. and Venezuela and addresses mounting political scrutiny in Washington over increased Venezuelan oil shipments to China.

Chevron’s prior shipments were halted in April when PDVSA canceled cargoes due to payment complications under existing sanctions. The reinstated license is expected to function under an updated structure, with royalties and taxes potentially paid in kind rather than in cash. This may involve Chevron receiving a portion of the jointly produced crude and compensating Venezuela through oil swaps, including supplying diluents that PDVSA desperately needs to process its extra-heavy crude.

China Continues to Dominate Venezuelan Exports

Despite Western sanctions, over 95% of Venezuela’s oil exports continue to flow directly or indirectly to China, often via intermediary countries or through rebranded cargoes. In July, Cuba another political ally received approximately 31,000 bpd of crude, gasoline, and jet fuel.

This export structure reinforces Venezuela’s dependence on opaque trading networks and undermines Washington’s original goal of isolating the Maduro regime through economic pressure. The persistence of these flows is fueling bipartisan concerns in the U.S. Congress over the geopolitical implications of relaxed enforcement.

Jose Terminal Bottlenecks Signal Supply Glut

Another critical development involves a near-halt in shipping activity at Venezuela’s primary oil export terminal, the Jose port, during the final week of July. This inactivity caused an accumulation of heavy crude and diluents in storage, which may soon strain the country’s logistical capacity. The export delay not only exacerbates cash flow constraints for PDVSA but could also reduce incentives for upstream production if inventories remain elevated.

While Chevron’s return marks a cautious reopening of legal Venezuelan oil flows to the U.S., the broader outlook remains clouded by political sensitivities, regulatory delays, and unclear commercial frameworks. Unless additional licenses are issued to other PDVSA partners, the country's production and export recovery will likely remain constrained. With market fundamentals shifting and political stakes high, Venezuela's oil sector may continue to operate in a grey zone neither fully sanctioned nor fully reintegrated into global markets.

Source: Reuters

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Gerik

Economic

Summit Set Amid Uncertainty Over Terms of Scaled-Down US-Korea Trade Pact

As Seoul and Washington prepare for an upcoming summit between US President Donald Trump and South Korean President Lee Jae Myung, critical components of a recently announced trade agreement remain unclear. Despite high-level talks last week, major sections involving defense, investment, non-tariff barriers, and agricultural market access remain unresolved. Six former trade officials and analysts say the lack of a formal written agreement has left the deal open to interpretation and future conflict.

The situation reflects a rushed recalibration by South Korea after Japan secured its own trade deal with the US sooner than expected. Originally envisioned as a broader package covering security and economic cooperation, the Korean-US agreement was scaled back under time pressure, postponing sensitive elements to the summit itself.

$350 Billion Investment Plan Raises More Questions Than Answers

One of the most contentious issues centers on South Korea’s commitment to invest $350 billion in the United States. President Trump characterized the initiative as a fund “owned and controlled by the United States,” with Commerce Secretary Howard Lutnick claiming that 90 percent of the profits would go to the American people. However, South Korean officials immediately pushed back, calling those claims inaccurate and dismissing them as political rhetoric.

Kim Yong-beom, a senior presidential adviser in Seoul, said no discussion on profit distribution occurred during the talks, and that South Korea expects reinvestment of any gains into US-based projects. The financing would reportedly consist primarily of loans and guarantees, with limited equity exposure, and would include safeguards such as offtake agreements and feasibility standards to reduce risk.

While sectors like shipbuilding, semiconductors, and clean energy have been identified for capital deployment, the structure, oversight, and legal framework of the fund remain undefined raising concerns about transparency, accountability, and future political leverage.

Agricultural Market Access and Non-Tariff Barriers Stir Friction

Another flashpoint is agriculture. While the US claimed that South Korea agreed to open its rice and beef markets, Seoul has repeatedly denied such commitments, stating that agricultural access was not finalized. South Korean officials confirmed that technical talks on non-tariff barriers such as quarantine processes, automotive safety standards, and digital regulations will proceed, but stressed that market access will remain tightly negotiated.

The divergence between US and South Korean accounts of the trade agreement reflects deep policy misalignment. Trump’s characterization of the agreement emphasizes maximum gains for American producers, while Seoul’s framing centers on bilateral cooperation and investment safeguards.

Defense Costs and Currency Policy Await Summit Discussion

Defense spending is expected to take center stage at the summit, as Trump continues to press Seoul to pay more for the stationing of US troops. This issue, historically contentious, could resurface alongside the $350 billion fund debate and test alliance unity.

Currency policy has also emerged as a new area of contention. Working-level talks are ongoing to address concerns over competitive devaluation and intervention practices, though no consensus has yet been reported.

The absence of a binding, written agreement on the recently announced US-Korea trade pact leaves multiple areas vulnerable to reinterpretation and political exploitation. With Trump signaling interest in additional concessions and key topics like defense spending, profit-sharing, and market access still unresolved, the upcoming summit is likely to serve less as a celebration of bilateral success and more as a forum for negotiation and recalibration. Without clarity and structure, the potential for mistrust or future breakdown remains elevated.

Source: Reuters

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Warren Takunda

Stocks

London stocks had extended gains by midday on Monday, with lenders leading the charge after the Supreme Court ruled in their favour in the car finance case.

The FTSE 100 was 0.3% firmer at 9,096.56.

Russ Mould, investment director at AJ Bell, said: "The FTSE 100 managed a cautious recovery on Monday morning after the tariff-related sell-off at the end of last week

"Concern about the ongoing ructions in global trade was compounded by the Trump administration’s decision to fire the head of the Bureau of Labor Statistics off the back of weak jobs numbers - raising questions about the reliability of US economic data and about a potential slowdown in the world’s largest economy.

"Despite this, US futures were pointing to gains when Wall Street resumes trading later. Whether this holds will depend on the latest news from the Trump administration, the latest developments in the economy, with ISM Services PMI data on Tuesday due to give a signal here, and corporate earnings."

On home shores, the focus was firmly on lenders after the Supreme Court announced on Friday in its long-awaited ruling on car finance that hidden commissions from lenders to dealers on car loans were not unlawful. The ruling means that millions of motorists will not be able to claim compensation.

Following the ruling, the Financial Conduct Authority said it will consult on running a compensation scheme.

In a statement on Sunday, the FCA estimated that most individuals would probably receive less than £950 in compensation.

Danni Hewson, head of financial analysis at AJ Bell, said: "Lenders will be relieved that they’ve avoided having to potentially pay out millions of pounds in compensation to motorists who hadn’t been fully informed about the levels of commission being paid to their dealers.

"Most people buying a car in the UK take out finance and most won’t have scrutinised the small print before pocketing the keys and driving off the forecourt and it was this lack of transparency which formed the basis for the original court case.

"But the Supreme Court was clear that an earlier ruling in favour of motorists was wrong, that the commission paid to dealers was neither a bribe nor could anyone have expected a dealer not to have a commercial interest in selling cars."

Lloyds jumped to the top of the FTSE 100 on the back of the ruling. The bank said it will keep its £1.2bn provision under review but that there was unlikely to be any material changes.

Barclays - which had set aside £90m to cover any potential motor finance payouts - also gained.

Meanwhile, Close Brothers, which had set aside £165m, rocketed to the top of the FTSE 250 after the ruling.

Elsewhere, BP gushed higher as it announced its tenth oil and gas discovery of the year after drilling at the Bumerangue prospect in the deepwater offshore Brazil.

Shipping broker Clarkson shot up despite reporting weaker interim earnings as US tariffs and an uncertain economic environment continued to hit freight rates.

Russ Mould said: "Clarkson is right at the sharp end of the tariff turmoil given the shipping broker’s reliance on global trade so investors will be relieved by its resilient first-half numbers and unchanged full-year guidance.

"Having issued a major profit warning in May after warning about growing risks alongside its full-year results in March, the market is clearly pleased that the outlook has not got worse than it already was.

"Although, a hint of further turbulence is provided by the suggestion results will be weighted towards the second half."

On the downside, medical products firm Convatec slumped after saying that chief executive Karim Bitar would be taking a medical leave of absence.

Auction Technology tumbled as the online marketplace operator said it had bought Chairish, a US-based marketplace for vintage furniture and art, for $85m.

Senior also lost ground after its first-half revenues missed estimates.

Source: Sharecsst

Risk Warnings and Disclaimers

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Glendon

Cryptocurrency

The Bitcoin price traded above $114,537 on August 4, 2025, at just above its key support of 1.5% gain; this should keep it stable for a little longer. Technical analysis for the platform shows limited downside, with a very small chance of prices going below $114,446 before the month-end.

Nevertheless, should prevailing bullish momentum persist, a move north of $141,645 is on the cards. These projections reflect the current market sentiment and potential historical resistance patterns, a positive price outlook for Bitcoin in the short term.

Scenario	Projection	Notes
Support zone	$112K–$113K	Base for bitcoin price support
Resistance zone	$114K–$120K	Key for upward break
Bull case	$140K+	If resistance clears
Bear case	Below $112K	Potential decline toward $107K

Ethereum Price Growth: Momentum Building

The Ethereum price has recently been updated to trade at $3,536 per coin, with a total market cap of less than $427 billion. US stablecoin frameworks and DeFi legislation post-project crypto provide a tailwind for growing Ethereum value. Top Analysts Believe $3,800–$4,100 Will Be Broken And Place ATH Near $4,865 In 2019.

Why the Ethereum Price Could Explode Past $4K This Month

Scenario	Projection	Conditions
Support	$3,500	Must hold for bullish Ethereum price
Resistance	$3,800–$4,100	Breakout zone
Bull case	Up to $4,800+	If leg into tokenization, DeFi growth
Bear case	$3,200	If macro or ETF flows reverse

XRP Price Volatility: Correction in High Traffic

Currently, XRP is trading around $2.98, with a gain of 5 percent in the last 24 hours. The asset traded as low as $2.19 at the end of July but hit an intraday peak of $3.60, piquing investor fascination and drawing more interest in Friday’s action. But now, a trading volume means potential consolidation.

Conversion rate: 1 XRP 0.000844 ETH Strong resistance is evident in technical analysis at $3.25-$3.30 XRP/USD. Key Resistance—$3.40 Key Support—$2.70–$2.50 Signalling Possible Continued Bullish Momentum If XRP fails to close above $3.00, further downside might be expected towards the support levels of $2.70–$2.50. However, some of the models indicate that there may be a V-shaped recovery, which could push prices back to $3.60–$4.00.

Why the Ethereum Price Could Explode Past $4K This Month

Scenario	Projection	Conditions
Support	$2.70–$2.50	If XRP price breaks $3.00
Resistance	$3.25–$3.30	Reclaim to target higher zone
Bull case	$3.60–$4.00	If volume increases from bottom levels
Bear case	Below $2.60	Downside risk if macro storms hit

Institutional & Regulatory Forces Crypto Forecast Highlights

Stable macroeconomic conditions and institutional momentum continue to sustain the crypto markets, led by Bitcoin, with Ethereum and XRP tailing closely behind, owing in part to the newly minted U.S. Strategic Bitcoin Reserve, made up of that very same incarnate, alongside a measured camp comprising BTC-ETH-XRP-ADA-SOL.

Congress is adopting the legislative GENIUS Act and the Clarity Act to create more regulatory certainty around digital assets. According to Barron, these developments are bolstering confidence in long-term crypto forecast models. Price predictions by Cantor Fitzgerald put Bitcoin at $1 million and Ethereum at $7,000 in Q4 2025 under bullish macro (macroeconomic) and on-chain conditions.

More crypto news on Ethereum price, expert analysis, and price forecasts is available now on our crypto news platform

Forecast Summary: Levels to Monitor

Bitcoin Price Breaks $114K—$115K, Aims for $140K—$141K; Else No Hope of Maintaining It & Likely to Retrace Down by $112K. Ethereum price requires support above $3,500, targeting over $4k if legislative sentiment remains bullish. If the $3.30 claim is rejected, the XRP price will be exposed to a decline toward $2.50–$2.60.

The August crypto forecast depends on macroeconomic variables, ETF dynamics, and regulatory developments. Some of these reasons could affect the price of Bitcoin and even Ethereum or XRP in the short to medium term.