Tazmina Rashid
Research Analyst
Last Updated:
September 7, 2026
•
5 Minutes
Altcoins Analytics 31st December 2025
This week's edition of our Crypto Altcoins Analytics.
ETF Flows: BTC, ETH & Altcoins
ETF Flows – From mid-December, BTC and ETH ETFs skewed net negative. ETH outflows peaked on 15–16 Dec, while BTC was smaller and two-way. Altcoin ETFs held up better, led by SOL’s biggest single-day inflow, with XRP/LTC strongest on a market-cap-normalised basis into 22 Dec before flows cooled into late December.
ETF net Flows: BTC, ETH & Altcoins
Onchain Activity Index
Onchain Activity Index - SOL
Onchain Activity Index - SUI
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
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DeFi Analytics 2nd October 2026
This week's edition of our Crypto DeFi Analytics.
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Institutional
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.