Weak labour market data pauses crypto bull run, the WLFI flop & is the AI bubble over?
Market Vybe #21
Weak labor market data dragged markets lower as investors recalibrated their rate cut bets. Trump’s World Liberty Financial token launched on Labor Day… and it’s basically been down only since.
September is historically a rough month for both crypto and stocks, and right now it feels like a risk-off moment before the potential year-end melt-up. Investors are also starting to wonder: did the AI bubble just pop? More on that below—here’s everything that went down this week.
Market Overview
The U.S. Bureau of Labor Statistics dropped the August 2025 jobs report on Sept 5th, and it wasn’t pretty.
Unemployment: up to 4.3% from 4.2% in July—the highest since 2021.
Translation: the labor market is cooling, and fast.
Markets reacted immediately. The FedWatch tool now shows:
92% chance of a quarter-point cut this month
8% chance of a double cut (👀)
Crypto has been hypersensitive to macro moves, and lower rates usually pump risk assets. But inflation fears, tariff drama, and full-blown recession chatter are keeping investors cautious.
Is the AI Bubble Over?
Hard to say.. but this chart is worth a look.
It’s the S&P 500 divided by M2 money supply, which shows the real growth in the economy once you strip out all the money printing.
Last big spike? 1999/2000—aka peak dot-com mania.
Today’s spike? You could call it the AI bubble.
Here’s the kicker: we still haven’t surpassed the dot-com peak. That suggests there might be room to run. But I’ll be real with you, it’s starting to feel like late-game, 4th quarter energy.
WLFI’s failure to launch
The Trump-backed World Liberty Financial (WLFI) token debuted on Labor Day and immediately face-planted.
Peaked at $0.40
Now trading at $0.18 (-55%) within hours of launch
To make it worse, the token program raised eyebrows by blacklisting wallets, including Justin Sun’s Solana address. Not exactly the decentralized spirit they promised.
PUMP.FUN: Revenge of the Degen
Pump.fun is eating. Solana’s meme coin launchpad rolled out a new payment structure that’s turbo-charging streamer income.
Small streamers (10–15 viewers) are seeing 10–15x income boosts compared to pre-update.
Daily payouts: over $2M+, whether from collaborations or their own launches.
Launchpad wars? 95% of tokens graduated in the last 24h came via Pump.fun.
Pump.fun dominance is back.
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