Índice de medo e ganância
12.00% Percentil anual
70 Ganância
Capitalização total do mercado cripto
$2.85T
1.26%
Volume total de negociação do mercado
$111.84B
71.00%
Índice da temporada de altcoins
63.64%
Percentil trimestral
63 / 100
Interesse aberto total no mercado de futuros
1.13B
1.37%
Futuros
426.51B
19.80%
Contratos perpétuos

II. Industry Updates

Cryptocurrency Regulatory Trends

1.

SEC grants five-year Innovation Exemption for on-chain tokenized stock trading, enabling permissionless AMM liquidity pools; boosts RWA adoption sentiment as BTC holds near $82,923.

2.

ESMA publishes 2027 MiCA supervision priorities focusing on operational resilience and outsourcing, raising CASP compliance costs across EU and potentially dampening short-term crypto firm expansion.

3.

Belarus registers first two crypto banks under new framework allowing deposits, lending, and staking; signals emerging regulated jurisdiction that may attract institutional digital asset services.

4.

US Senate report finds 84% of sanctioned wallets primarily use USDT, intensifying stablecoin sanctions scrutiny; USDT remains pegged at $0.9997 amid heightened regulatory risk assessment.

5.

South Africa’s Reserve Bank cross-border crypto draft comment period closes Sept 30 as GoTyme joins industry coalition opposing restrictions; uncertainty may delay local exchange liquidity growth.

Trending Tokens

1.

Quant (QNT): Surged 38.4% to $230.13 with $1.46B volume after The Clearing House selected Quant for its On-Chain Money Initiative powering tokenized deposit settlement across 25 major U.S. banks.

2.

Hedera (HBAR): Jumped 27.9% to $0.1201 on $806M volume as IBM listing news and fresh institutional activity drove HBAR outperformance versus the broader altcoin market within 24 hours.

3.

Algorand (ALGO): Rose 14.6% to $0.1336 with $197M volume following live post-quantum upgrade deployment and renewed institutional capital rotation into quantum-resistant L1 infrastructure.

Smart Money Movements

1.

US spot Bitcoin ETFs pulled $2.4B in weekly net inflows, led by IBIT’s $1.158B and FBTC’s $702M, lifting total AUM to $108.4B.

2.

Strategy bought 1,666 BTC for $142.7M at $85,681 average, raising holdings to 847,666 BTC while repurchasing $152M of STRC preferred shares.

3.

Bitmine added 17,362 ETH worth $46.8M, surpassing 6,001,302 ETH or 4.9% of supply, with 5,067,309 ETH staked generating $358M annualized yield.

4.

BlackRock withdrew $126.95M from Coinbase Prime in 40 minutes, moving 1,150 BTC valued at $95.43M and 11,840 ETH worth $31.52M.

5.

A whale holding 20,000 ETH entered at $1,936 opened a $53.68M short on 650 BTC at $84,057, already booking $950,000 in unrealized profit.

Events to Watch

Sep 29 (Tue)

RBA will decide cash rate with markets pricing ~90% chance of a 25bps hike to 4.60%; US Consumer Confidence and JOLTS job openings data also release today.

Sep 30 (Wed)

US August core PCE price index, Q2 GDP final reading, and ADP private payrolls report will publish, shaping Fed policy expectations and crypto market sentiment.

Sep 30 (Wed)

China official and Caixin manufacturing and services PMIs for September release, providing key signals on global demand trends impacting risk assets and digital currencies.

Oct 1 (Thu)

US weekly jobless claims, ISM Manufacturing PMI, and FOMC member Waller speech occur; NYDFS orders X Money to cease interest payments effective today, affecting crypto payments.

Oct 2 (Fri)

US September nonfarm payrolls forecast at 98K versus prior 162K, alongside unemployment rate; Eurozone flash HICP releases, marking the week’s highest-impact macro events.