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DAILY MARKET OVERVIEW

Calm Before Another Storm?

👋 Hey Crypto Enthusiasts, the market is making more moves today, so let’s quickly dive in!

🟢 After yesterday’s selling, sparked by economic data, we’re finally seeing some green on the screen.

BTC hasn’t shown a strong bounce yet, but altcoins are beginning to outperform - often a sign of short-term relief rallies in the coming days.

Still, we’re not calling a bottom.

This rebound could easily fade into another leg lower later next week.

🔻 ETF flows remain negative, but the Coinbase Premium indicator has ticked higher, hinting at renewed demand for BTC and ETH.

Today’s PCE report came in as expected, which helped steady sentiment and added a mild positive effect on price.

Heading into the weekend, we anticipate a gradual grind higher rather than fireworks.

• BTC could edge toward $110k–$111k before potentially rolling over toward the more likely bottom around $104k.

For now, patience and disciplined risk management remain key.

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SOCIAL SENTIMENT

Strongest Alts During a Relief Rally ❔ 

🔥 Hype and Aster are still at the center of the action.

After a sharp drop as traders rotated into Aster, Hype is back on the move, with Aster trying to follow. Their tug-of-war may carry through the weekend.

A new contender, XPL, is also grabbing attention. Its stablecoin-focused chain officially launched its token yesterday and is already showing strong early activity.

These three, Hype, Aster, and XPL, look best positioned to benefit from any recovery rally.

⚠️ Keep in mind that in the current environment, rallies often fade quickly. The broader trend is still bearish, so chasing late entries remains risky.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

REX-Osprey launches first Ethereum staking ETF
REX-Osprey introduced the first U.S. Ethereum staking ETF, giving investors spot ETH exposure plus staking rewards, ahead of rivals like BlackRock and Fidelity.

Bitwise files for Hyperliquid ETF as SEC delays others
Bitwise filed for a Hyperliquid ETF, the first to target HYPE, while the SEC delayed action on several other altcoin ETF proposals including SUI, PENGU, INJ, SEI, and Avalanche.

Cloudflare to launch NET Dollar stablecoin
Cloudflare announced plans for NET Dollar, a U.S. dollar-backed stablecoin aimed at powering seamless global transactions as the stablecoin market grows rapidly.

AlphaTON Capital buys $30M in Toncoin
Nasdaq-listed AlphaTON Capital purchased $30 million worth of Toncoin, kicking off a plan to build a $100 million TON treasury by the end of 2025.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Bankless – How Bad Will This Pullback Be? Will October Be Uptober or Downtober? (26.09.2025 Summary)

Markets just closed out "Down-tember" with Bitcoin at $108K and ETH bellow $4K. Bankless asks: Is this the start of a bigger correction, or just a setup for Uptober?

• The pullback: ETH had its worst weekly drop in months, but Bankless stresses this was expected seasonality, not the start of a bear market.

• Why bulls aren’t worried: September is historically weak for crypto, and October often flips bullish. Spot ETFs and institutional flows remain strong, with BlackRock now making $260M yearly from crypto ETFs.

• Big players holding firm: Apple CEO Tim Cook confirmed he owns BTC and ETH as part of his portfolio - another mainstream nod.

• Risk factors: Tether is seeking a $500B valuation to expand beyond stablecoins, raising concerns about concentration of power. Meanwhile, regulatory battles continue, though new SEC chair Paul Atkins is pushing friendlier policies.

• Macro signals: Despite the drop, total crypto market cap is still $3.9T, and long-term holders remain steady.

Outlook: Bankless frames the correction as a shakeout, not a trend reversal. If history repeats, October could live up to its "Uptober" reputation - but volatility is here to stay.

CoinBureau – The Crypto Market Is About to Change Forever… Here’s Why (26.09.2025 Summary)

CoinBureau’s Guy says the SEC just changed crypto forever by fast-tracking altcoin ETFs. With approvals now easier, a real alt season could be around the corner.

• The shift: On September 17, the SEC approved generic listing standards that let major exchanges list spot crypto ETFs without case-by-case approval. This means dozens of altcoins could soon get ETFs.

• First movers: Grayscale’s new “Crypto 5 ETF” (BTC, ETH, XRP, SOL, ADA) is live. XRP and Dogecoin ETFs launched too, with XRP posting the strongest first-day inflows of any ETF in 2025.

• Who qualifies: At least 12 altcoins now meet SEC criteria via futures listings, including LTC, BCH, DOGE, DOT, SHIB, AVAX, LINK, XLM, SOL, HBAR, ADA, and XRP. Dozens more are pending.

• October catalyst: Many ETF applications have October decision deadlines, with December 1 as the latest under the new 75-day window. This makes October a likely turning point for altcoins.

• Impact: ETH ETFs disappointed in 2024, showing approvals don’t guarantee inflows. But XRP and DOGE’s strong launches suggest the next wave could attract major capital.

• Regulation opening up: SEC Chair Atkins is floating an “innovation exemption” to give crypto projects breathing room, while the CFTC is working on pathways for spot contracts and offshore exchanges. The Clarity Act could finally split oversight between SEC and CFTC.

• The big picture: ETFs mean altcoins are about to be accessible to traditional investors for the first time at scale. Combined with regulatory clarity, this could unleash a historic rotation out of BTC and into alts.

Outlook: October may be the month altcoins get their spotlight. If approvals stick and inflows come, this could mark the start of a true alt season.

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