Crypto Morning Daily

ETFs

Based on the Crypto ETF returns and flows data for March 11, 2026, crypto-related exchange-traded funds broadly declined alongside the pullback in digital asset prices. Bitcoin ETFs posted modest losses as Bitcoin fell below $70,000, with major products such as iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), Grayscale Bitcoin Trust (GBTC), Bitwise Bitcoin ETF (BITB), ARK 21Shares Bitcoin ETF (ARKB), Invesco Galaxy Bitcoin ETF (BTCO), VanEck Bitcoin Trust (HODL), and Franklin Bitcoin ETF (EZBC) generally declining by roughly 1%–2% on the day, reflecting the ~1.9% drop in Bitcoin to $69,651.

Ethereum ETFs also weakened as Ethereum fell about 2.1% to $2,023, with funds tracking Ether posting similar declines in the ~2% range, slightly underperforming Bitcoin-linked ETFs given the larger move in the underlying asset.

Newer single-asset crypto ETFs showed mixed but generally negative performance. Solana ETFs moved lower in line with Solana’s 2.1% decline to $85.42, while XRP ETFs were relatively stable to slightly negative, reflecting the more modest 0.6% gain in XRP in the prior session and subsequent stabilization around $1.38. Across the broader crypto ETF universe—including funds tracking DeFi, multi-asset crypto baskets, and blockchain-equity exposure—performance largely mirrored the broader digital asset market, with most funds declining between roughly 1% and 3% during the session. Overall, the ETF market reflected moderate risk-off sentiment, with declines across Bitcoin, Ethereum, Solana, and other crypto-linked ETFs following the 1.7% drop in total cryptocurrency market capitalization to $2.45 trillion.

20260311_Digi_Returns_Flows

Underlying Crypto Currencies

Between the March 10, 2026 (18:00 ET) PM update and the March 11, 2026 (06:00 ET) AM update, the cryptocurrency market pulled back modestly, with total market capitalization declining 1.7% to $2.45 trillion, indicating some profit-taking following the prior rally. Among major Layer-1 assets, Bitcoin fell from $69,782 to $69,651 (-1.9% 24H) while Ethereum declined from $2,029 to $2,023 (-2.1%). Other large networks also weakened, including Solana at $85.42 (-2.1%), Cardano at $0.26 (-3.3%), Polkadot at $1.49 (-2.5%), and Hedera at $0.09 (-3.3%), while BNB slipped slightly to $641.62 (-0.9%) and Avalanche remained relatively stable at $9.54 (-0.1%).

Despite the broader decline, a few tokens posted gains. Internet Computer (ICP) rose from $2.43 to $2.67 (+5.6% 24H)and Pi (PI) traded at $0.23 (+5.2% 24H, +31.5% over 7 days), standing out as the primary movers higher. In contrast, several assets recorded sharper declines, including SEI at $0.06 (-5.2% 24H), Zcash at $213.51 (-4.3%), Sky at $0.07 (-4.2%), Dogecoin at $0.09 (-3.6%), and Pepe at $0.000003 (-3.5%). Within the Metaverse segment, performance was mixed as ICP gained +5.6% and Klaytn rose +1.7% to $0.06, while Chiliz fell -3.4% to $0.04, The Sandbox declined -1.2% to $0.08, and Axie Infinity was largely flat at $1.14 (+0.1%). In DeFi, most tokens declined with Chainlink at $8.91 (-2.4%), Cronos at $0.08 (-2.1%), Uniswap at $3.86 (-2.8%), OKB at $95.63 (-2.4%), and Sky at $0.07 (-4.3%). Overall, the morning update reflects a broad but moderate pullback across most crypto assets, with only a few tokens such as ICP and PI posting gains while major Layer-1, meme, and DeFi tokens traded lower.

March 11, 2026 Crypto AM Summary:

Trading Update as of 06:00ET: Total Market Cap (1.7%) to $2.45T

• Notable Gainers – Last price, 24H, 7D changes, Fully Diluted Valuation
  • Internet Computer (ICP) $2.67 / +5.6% / +1.7% / $1.47B
  • Pi (PI) $0.23 / +5.2% / +31.5% / $22.99B
• Notable Decliners
  • SEI (Sei) $0.06 / (5.2%) / (9.7%) / $0.62B
  • Zcash (ZEC) $213.51 / (4.3%) / (8.0%) / $4.48B
  • Sky (SKY) $0.07 / (4.2%) / +1.8% / $1.76B
  • Dogecoin (DOGE) $0.09 / (3.6%) / (1.4%) / $15.54B
  • Pepe (PEPE) $0.000003 / (3.5%) / (8.7%) / $1.35B
• Layer-1
  • Bitcoin (BTC) $69,651 / (1.9%) / (3.0%) / $1462.67B
  • Ethereum (ETH) $2,023 / (2.1%) / (3.1%) / $244.18B
  • BNB (BNB) $641.62 / (0.9%) / (1.9%) / $87.49B
  • Solana (SOL) $85.42 / (2.1%) / (6.1%) / $53.15B
  • Cardano (ADA) $0.26 / (3.3%) / (5.7%) / $11.61B
  • Avalanche (AVAX) $9.54 / (0.1%) / +0.9% / $6.83B
  • Hedera (HBAR) $0.09 / (3.3%) / (8.1%) / $4.68B
  • Polkadot (DOT) $1.49 / (2.5%) / (4.7%) / $3.14B
• Metaverse
  • Internet Computer (ICP) $2.67 / +5.6% / +2.2% / $1.47B
  • Chiliz (CHZ) $0.04 / (3.4%) / +4.8% / $0.4B
  • Klaytn (KLAY) $0.06 / +1.7% / +4.5% / $0.32B
  • Axie Infinity (AXS) $1.14 / +0.1% / (7.4%) / $0.31B
  • The Sandbox (SAND) $0.08 / (1.2%) / (5.8%) / $0.25B
• DeFi
  • Chainlink (LINK) $8.91 / (2.4%) / (3.3%) / $8.91B
  • Cronos (CRO) $0.08 / (2.1%) / (2.4%) / $7.53B
  • Uniswap (UNI) $3.86 / (2.8%) / (4.7%) / $3.47B
  • OKB (OKB) $95.63 / (2.4%) / +23.7% / $2.01B
  • Sky (SKY) $0.07 / (4.3%) / +2.0% / $1.76B

March 10, 2026 Crypto PM Summary:

 Trading Update as of 18:00ET: Total Market Cap +0.7% to $2.45T

• Notable Gainers – Last price, 24H, 7D changes, Fully Diluted Valuation
  • ONDO (Ondo) $0.26 / +8.1% / +0.3% / $2.64B
  • TIA (Celestia) $0.34 / +6.8% / (2.2%) / $0.39B
  • SEI (Sei) $0.08 / +5.0% / (4.4%) / $0.76B
  • Stellar (XLM) $0.16 / +4.4% / +5.9% / $7.96B
  • Pi (PI) $0.23 / +4.2% / +33.9% / $22.68B
• Notable Decliners
  • Hyperliquid (HYPE) $33.65 / (4.2%) / +8.2% / $32.36B
  • Internet Computer (ICP) $2.43 / (2.9%) / +0.02% / $1.33B
  • MemeCore (M) $1.49 / (2.1%) / +7.8% / $14.85B
  • Uniswap (UNI) $3.84 / (1.6%) / (0.5%) / $3.45B
  • Sui (SUI) $0.95 / (1.6%) / +5.9% / $9.52B
• Layer-1
  • Bitcoin (BTC) $69,782 / +1.2% / +2.5% / $1465.43B
  • Ethereum (ETH) $2,029 / +0.1% / +3.0% / $244.9B
  • XRP (XRP) $1.38 / +0.6% / +2.0% / $138.31B
  • BNB (BNB) $641.22 / +0.2% / +1.7% / $87.44B
  • Solana (SOL) $85.65 / (0.4%) / +0.7% / $53.27B
  • Hyperliquid (HYPE) $33.65 / (4.7%) / +8.2% / $32.36B
  • TRON (TRX) $0.29 / (0.2%) / +1.7% / $27.04B
  • Cardano (ADA) $0.26 / +1.1% / (0.2%) / $11.76B
• Metaverse
  • Kaia (KAIA) $0.05 / +7.2% / +1.4% / $0.34B
  • Yield Guild Games (YGG) $0.04 / +2.1% / +0.1% / $0.04B
  • Enjin Coin (ENJ) $0.02 / +0.1% / (5.0%) / $0.04B
  • Chiliz (CHZ) $0.04 / (0.03%) / +4.0% / $0.39B
  • Axie Infinity (AXS) $1.12 / (0.1%) / (7.6%) / $0.3B
• DeFi
  • GMX (GMX) $6.51 / +3.4% / (7.7%) / $0.09B
  • Sky (SKY) $0.08 / +3.1% / +10.4% / $1.83B
  • Aave (AAVE) $110.88 / +2.7% / +1.4% / $1.77B
  • Arweave (AR) $1.65 / +2.6% / (0.6%) / $0.11B
  • Kyber Network Crystal v2 (KNC) $0.13 / +2.0% / (5.8%) / $0.03B