Hi, Hustler.
Welcome to the Inspired Analyst Newsletter.
Jahan crypto or investment ki jargon se bhare analysis ko choti khala ki gossip ki tarah interesting bana ke pesh kiya jata hai.
Or charts ko ese explain kiya jata hai ke tum chaye peete hue apne agle projects main invest karna start kar do.
Ye raha aj ka menu:
🤦♂️ THE BIGGEST HACK IN CRYPTO HISTORY
😬 August was the WORST month?
😪 Why is September bearish? Or porfits kahan pr banane hain?
Halal rizq kamane ka koi mauqa nai chorte hum🤞.
Tum ne bhi karne hain to ajao…
THE BIGGEST HACK IN CRYPTO HISTORY🥶
Pichle 2 din main 2 bare hacks ho chuke hain.
Aik tha wo jo PAK cricket team ne Afghans par kiya.
Or dusra Jo Javascript, duniya main sab se zyada use hone wali programming language par hua.
Ab pure context ke sath bole to…
Kal aik massive supply chain attack hua JavaScript ecosystem par jis main 18 core npm damage hue.
Main to darr gai.
Lekin npm wali baat sab ke sr ke uper se chali gai.
To pehle ye jan lete hain ke ye asal main hai kya? (meri IT ki degree kaheen to kaam aa rahi😁)
To JavaScript programming language, a pre-written bundle of code use karti hai jise npm packages kaha jata hai. Taa’ke developers ko har bar khud se na build karna pare sara code.
e.g, an npm package helps you format dates, like turning 2025-09-09 into September 9, 2025.
Matlab ye ke: Wo developers ko a bunch of handy or important functions right out of the box provide karte hain.
Or in ko bohat dafa use kiya jata hai
npm library updates hafte main billion dafa download ki jati hain.
Iska matlab hai ke agar tum ek npm package ko malicious code se corrupt kar do, to wo khud-ba-khud un sab products ko effect karega jahan JavaScript me wo package use ho raha hai.
Or JavaScript is the most used programming language in the world, hai.
Orr… gai bhains paani main. Kyunke kal wo threat sach ho gya.
Hacker ne ek NPM developer account ka access phish kar liya aur malicious code dal diya jo crypto transactions ko multiple wallets aur blockchains par intercept karta tha.
In short:
Tum transaction karne jao ge —>
Wallet ka address enter karo ge jahan crypto send karni —>
(Jo exploit ho ga wo chup chaap destination wallet address change kar ke hacker ka daal de ga) —>
Tum karo ge ‘Confirm’ karo ge ye na jante hai ke address change ho gya hai.
Laga dar? arey bhai, ye to tha bhi massive scale pe.
Lekin ab achi khabar suno…
Ye hacker bohat jaldi pakra gya tha or attack bhi rokl diya gya.
Itna jaldi ke jis ko sab ‘Biggest Hack In Crypto History’ keh rae the us main attacker ne sirf $503.62. ka choona lgaya.
Koi haal nai wese…
Pakistan main hota to koi 400 crore bana leta aik app release karke.
August was a BAD month = GOOD News.
America ka Job data release hua…. or wo… pakistan ke job data ki copy thi.
US ki job data report kai salo main pehli dafa… weak ai hai.
Jobless claims - Expectation thi: 230K. Reality: 237k.
New Jobs - Expectations: 7.38M thi. Reality: 7.18M.
Jo ke aik buri khabar hai.
To kai log khush kyun hain? Or good news kya hai?
Well hum crypto walo ke liye hai.
Dekh bhai: aik weak hoti job market motivate kare gi rate cuts.
kyunke jab FED reserve rate cut karte hain ➡ wo business loans ko sasta banata hai.
➡ businesses ke liye loans le ke grow karne ki perfect opportunity ➡ grow karne ke liye unhain chahiye workers.
Or weak job data anay ke baad September rates cut ke odds 97.4% tk puhanch gaye.
“Jerome Powell September ki FOMC meeting main kainchi tak le jaye shayad”
Acha… kamzor hoti huio labor market… increasing joblessness… or interest rates…
In sab ka crypto se kya lena dena?
Simple hai: crypto loves rate cuts.
Kam rate = loans/credit repayments par kam costs & or businesses ke liye zyada loans available.
Or as a result: or zyada paise economy main flow karte hain (jis main se kuch crypto main bhi ajate hain, or prices lift karte hain )
BUT…
Jab money kam na ho, to us ki kuch value khatam ho jati hai, or businesses apni prices ko increase kar dete hain.
Ab idea ye hai ke Fed (hopefully) thori si inflation kare gi, unemployment main rise ko dekhte hue.
Fed to phir balancing ki ye game tumhari paidaish se pehle ki khel rahi hai.
Good news ye hai: jab wo inflation kam karne se zyada employment barhane par focus karte hain, to khel crypto ke haq me ho jata hai.
Or agar esa hota hai to hum guaranteed sare moves apne Discord main capture karain ge. 😏
Tum ne bhi karne hain to ajao…
Why is September ALWAYS bearish?
Historically speaking…
August and especially September are the worst months if the year…
For markets.
Like ye data backed hai. Main hawa main lambi nai chor rai.
achaaa…umm…. Lekin kyun?
Well…
Summer vacations khatam, quarter-end taxes ke liye selling, aur investors ki psychology milke ek chain reaction create karti hai.
Lekin iss dafa khush khabri yeh hai: jab Fed inflation control se zyada employment barhane par focus karta hai, to khel seedha crypto ke haq me shift ho jata hai.
Ab asli sawaal yeh hai:
Kya yeh shift crypto ke liye naye bull run ka start hai? Ya phir sirf ek aur short-lived pump hoga?
Aur agar tum yeh bhi dekhna chahte ho ke liquidity ki ye nai wave stocks aur crypto dono ko kaise push karega… to poora breakdown yahan mil jaega.
Hamari full-blown 2-hour-long Podcast main.
Is podcast main ye sab cover ho chuka hai:
Why is September almost always bearish for crypto—and could this year be different?
What happens when Wall Street (NYSE & NASDAQ) start allowing spot crypto trading?
Coinbase just launched a product mixing tech stocks with crypto—would you invest in that?
If the US Fed cuts rates while inflation is still high… do markets go up or down?
Why do markets rally even when the economy looks weak?
Are you still chasing hype tokens, or are you learning real trading tools like order blocks and liquidity zones?
What’s more dangerous for investors—stagflation or fear of missing out?
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Signing Off,
Team Inspired Analyst.