Tazmina Rashid
Research Analyst
Last Updated:
September 7, 2026
•
5 Minutes
Altcoins Analytics 12th January 2026
This week's edition of our Crypto Altcoins Analytics.
BTC and Altcoin Dominance
BTC Dominance
Altcoin Dominance
Altcoins / BTC Spot Crosses
Altcoin spot prices denominated in BTC: BNB
Altcoin spot prices denominated in BTC: SOL
Altcoin spot prices denominated in BTC: XRP
Altcoin spot prices denominated in BTC: ETH
Altcoins Outperformance vs BTC
Altcoins Outperformance – Over the past week, SOL and ETH have largely moved in line with BTC, with most daily relative returns staying close to zero and only a few modest positive days. XRP has been the frontrunner, showing larger and more frequent spikes versus BTC, including a standout near +10% in early January, then pulled back to negative to almost -4%.
Daily relative simple returns vs BTC
Altcoin Performance vs BTC
Daily relative simple returns vs BTC: ETH
Daily relative simple returns vs BTC: BNB
Daily relative simple returns vs BTC: SOL
Daily relative simple returns vs BTC: XRP
Regression-Based Valuation vs BTC
ETH Spot vs BTC Spot regression
BNB Spot vs BTC Spot regression
SOL Spot vs BTC Spot regression
XRP Spot vs BTC Spot regression
ETF Flows: BTC, ETH & Altcoins
ETF Flows – Since 2 Jan, ETF flows have been relatively small. Most of the activity has been in BTC and ETH, with ETH showing the bigger moves when flows turned negative. Altcoin ETF flows were still small overall, with only occasional small inflow days in SOL and XRP on a market-cap-normalised basis.
ETF net Flows: BTC, ETH & Altcoins
Risk Appetite Index
Risk Appetite Index - SOL
Risk Appetite Index - SUI
Block Scholes’ Risk Appetite Index measures the level of euphoria (above 1) or panic (below -1) in the spot market. Momentum in this index shows a strong relationship to spot returns.
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DeFi Analytics 2nd October 2026
This week's edition of our Crypto DeFi Analytics.
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The SEC Proposed Letting Investment Advisers Use State Trust Companies as Crypto Custodians
The SEC has proposed a new crypto custody framework that would let investment advisers and regulated funds use state trust companies as crypto custodians and, in limited cases, self-custody digital assets. US equities posted their first green day of the week as the 10-year Treasury yield eased to around 5.23% from a 5.34% high after Fed Vice Chair Jefferson said policymakers may need more time, cutting the odds of an October hike to 26% from 71% at the start of the week. BTC rallied to almost $87K, while Evernorth shareholders approved its merger ahead of a planned Nasdaq listing on Oct. 8.
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Softer August PCE Inflation Cut the Odds of an October Fed Hike to 37% From 70% on Monday
US inflation rose less than expected in August, with the PCE Price Index up 0.3% on the month and 3.4% over the year against expectations of 0.4% and 3.7%, partly reflecting changes to the BEA's methodology. Fed funds futures now price a 37% probability of an October rate move, down from 70% on Monday, while the BEA revised Q2 GDP growth up to a 2.2% annualised rate from 1.5%, sending long-end Treasury yields higher. The S&P 500 ended 0.25% lower to close out its worst month since June 2026, while BTC briefly jumped past $85K before falling back to $83K.