Institutional inflows into Bitcoin ETFs and the resumption of bank custody services signal market maturation. The growth of AI and DeFi is boosting stablecoin demand, potentially benefiting PEPE indirectly. Expanding global adoption is a positive long-term driver, and the overall market bias is neutral to slightly bullish.

・AI Agents Emerging as Major Stablecoin Users The potential for AI agents to autonomously execute daily transactions suggests a significant boost in stablecoin demand, accelerating adoption and enhancing liquidity and utility across the crypto ecosystem. Meme coins like PEPE could also benefit from AI-driven trading activities, potentially tapping into new user demographics. ・DeFi Lending Protocols Surge 72% Increased institutional interest in stablecoins and tokenized assets is driving growth in the DeFi lending market, signaling broader institutional entry and the integration of crypto with traditional financial markets. Meme coins like PEPE may find new revenue streams and improved liquidity by being utilized or used as collateral on DeFi platforms. ・US Bancorp Resumes Crypto Custody Services The resumption of custody services by a major bank like US Bancorp is a significant move indicating a potentially easing regulatory environment and restored institutional confidence. This facilitates safer and easier market access for institutional investors. Expanded custody services could also encourage institutional long-term holding and portfolio inclusion of meme coins like PEPE, potentially contributing to price stabilization. ・Bitcoin Breaks 'Red September' Slump for Third Consecutive Year Bitcoin overcoming its historical seasonal downturn for three consecutive years suggests market maturity and a robust demand base, leading to improved investor sentiment across the broader crypto market. PEPE may mirror this positive market sentiment, showing recovery trends and potential growth independent of past price patterns. ・CZ-Owned Trust Wallet Launches Tokenized Stocks and ETFs Trust Wallet's introduction of tokenized stocks and ETFs signifies further progress in Real-World Asset (RWA) tokenization and an expansion of crypto wallet functionalities, lowering barriers between the crypto ecosystem and traditional financial markets. Meme coins like PEPE might see expanded use cases in the future, potentially being utilized on these RWA tokenization platforms. ・US Crypto Adoption Rises to 2nd Place, APAC Leads Growth The increase in US crypto adoption, supported by regulatory clarity and ETF approvals, indicates deepening institutional involvement. Notable growth in the Asia-Pacific region also points to advancing global crypto penetration. PEPE could capitalize on this global adoption wave, attracting inflows from new regions and user segments, thereby unlocking further growth opportunities. ・Spot Bitcoin ETF Inflows Surge Amid Ethereum ETF Outflows Significant inflows into Spot Bitcoin ETFs suggest institutions are increasingly recognizing Bitcoin as a safe-haven asset. Conversely, outflows from Ethereum ETFs may indicate a temporary capital shift towards Bitcoin. While meme coins like PEPE might not directly benefit from this specific capital rotation, the overall increase in market liquidity could serve as an indirect positive factor. ・Citi Survey: 10% of Post-Trade Market to be Processed via Crypto by 2030 Citi's research indicates that tokenized assets and stablecoins will play crucial roles in future financial markets, suggesting crypto's evolution from a speculative asset class to infrastructure supporting the real economy. Meme coins like PEPE may find new utility within this future tokenized asset ecosystem. ・Coinbase Launches Futures Index Combining Crypto and Tech Stocks Coinbase's launch of a futures index blending cryptocurrencies and major technology stocks highlights the increasing convergence of traditional financial assets and crypto. This development could open new investment channels into the crypto market, potentially boosting overall liquidity. Meme coins like PEPE might experience indirect effects correlated with the performance of the crypto assets included in such indexes. ・CEO Predicts Fed Rate Cuts to Drive Q4 Crypto Market Predictions that Federal Reserve rate cuts will drive the crypto market in Q4 align with the general view that lower interest rates are typically favorable for crypto. A low-rate environment can encourage investment in risk assets, potentially increasing capital inflows into the crypto market. Meme coins like PEPE are expected to benefit from the resulting improved market sentiment and increased liquidity. Overall Summary Key news highlights include the growing utilization of stablecoins by AI agents, a surge in DeFi lending, and the resumption of custody services by major banks, all pointing towards increased institutional participation and market maturation. Furthermore, robust inflows into Spot Bitcoin ETFs underscore the deepening integration of crypto assets into traditional financial markets. These trends suggest a potentially positive long-term impact on the entire cryptocurrency market, including PEPE, with institutional investor activity likely to be a critical determinant of future price formation.

PEPE faces risks associated with the inherent volatility and speculative drivers typical of meme coins. Sharp shifts in overall market sentiment and regulatory developments also pose potential threats. While specific support levels remain unclear, there is a risk of correlated downturns during periods of broader market correction. The primary risk factors include potential liquidity depletion and a deterioration of community sentiment.

**Outlook** **Short-term (24-48 hours):** Expect minor consolidation or a slight upward trend, underpinned by neutral technical indicators and sustained institutional interest. **Medium-term (1 week):** Continued inflows into ETFs and growth within the DeFi sector could serve as positive drivers. **Key catalysts:** Potential catalysts to monitor include adoption into major indices and announcements of new utility.

Conclusion: The expanding involvement of institutional investors in the cryptocurrency market, advancements in AI and DeFi, and the promotion of global adoption are collectively forming the foundation for the market's overall maturation and long-term growth. While PEPE, by its nature as a meme coin, possesses strong speculative characteristics, the broader positive market momentum could potentially provide indirect benefits. Current technical indicators remain neutral, lacking a clear trend formation. Coupled with lower volatility, this suggests a consolidation phase awaiting the next significant move. For investment strategy, entry points are recommended upon observing clear breakout signals, positive PEPE-specific news, or aligning with strong overall market uptrends. While targeting short-term pullbacks or key support levels is a conventional approach, prudence dictates maintaining a limited allocation within your portfolio, given PEPE's inherent volatility. It is vital to set profit-taking targets incrementally to systematically realize gains. This week, focus on the continuous inflow trends into spot Bitcoin ETFs and announcements from major cryptocurrency-related firms. These events are likely to influence overall market sentiment and could impact PEPE's short-term price action. Crucially, from a risk management standpoint, always establish clear stop-loss levels to prepare for potential sudden market shifts. Let's seize opportunities with optimism and act prudently.