Crypto ETF Morning Report – January 27, 2026
Cryptocurrency markets were largely unchanged in early Tuesday trading, with total market capitalization up 0.1% to $3.05 trillion as of 06:00 ET, following a strong rebound during Monday’s session. Bitcoin traded modestly lower at $87,694 after gaining more than 2% the prior evening, while Ethereum stabilized near $2,901, edging slightly higher overnight. The pause in price action reflects consolidation after broad-based gains across major Layer-1 assets, which supported spot and futures-based crypto ETFs into the prior close.
From a crypto ETF standpoint, market leadership remains concentrated in Bitcoin and Ethereum, which continue to anchor institutional flows despite remaining down on a seven-day basis. Solana is holding recent gains above $120 and remains one of the stronger performers among large-cap Layer-1s, reinforcing its growing relevance in diversified and thematic digital asset ETF strategies. Other Layer-1 networks posted modest overnight gains, suggesting continued, albeit cautious, risk appetite following Monday’s rally.
Outside of the majors, activity across DeFi and select Metaverse tokens points to improving sentiment, though performance dispersion remains high—an environment that may favor actively managed crypto ETFs over passive broad-market exposure. With total crypto market capitalization holding above $3 trillion and volatility moderating after recent strength, the crypto ETF complex enters the session on stable footing, with near-term performance likely driven by follow-through in Bitcoin and Ethereum and investor positioning after last week’s pullback.
Top 10 Crypto ETFs by AUM & Inferred Price Movement (Jan 26, 2026)
| Rank | ETF (Ticker) | Strategy | Approx. AUM (est.) | Inferred Price Move Jan 26 |
|---|---|---|---|---|
| 1 | iShares Bitcoin Trust (IBIT) | Bitcoin Spot | ~$87B+ | ~+2.0% |
| 2 | Fidelity Wise Origin Bitcoin Fund (FBTC) | Bitcoin Spot | ~$20–22B | ~+2.0% |
| 3 | Grayscale Bitcoin Trust (GBTC) | Bitcoin Spot | ~$18–19B | ~+2.0% |
| 4 | iShares Ethereum Trust (ETHA) | Ethereum Spot | ~$15–16B | ~+4.9% |
| 5 | ARK 21Shares Bitcoin ETF (ARKB) | Bitcoin Spot | ~$4–5B | ~+2.0% |
| 6 | Bitwise Bitcoin ETF (BITB) | Bitcoin Spot | ~$4–5B | ~+2.0% |
| 7 | Grayscale Ethereum Trust (ETHE) | Ethereum Spot | ~$4B | ~+4.9% |
| 8 | Fidelity Ethereum Fund (FETH) | Ethereum Spot | ~$3B | ~+4.9% |
| 9 | Grayscale Ethereum Mini Trust (ETH) | Ethereum Spot | ~$2–3B | ~+4.9% |
| 10 | ProShares Bitcoin Strategy ETF (BITO) | BTC Futures | ~$2–3B | ~+1.5% |
January 27, 2026 Crypto Morning Summary: Underlying Crypto-Currency Pricing
Trading Update as of 06:00ET: Total Market Cap +0.1% to $3.05T
- Notable Gainers – (Last price, 24H, 7D changes, Fully Diluted Valuation), (negative #’s)
- Hyperliquid (HYPE) $27.26 / +22.3% / +18.8% / $26.21B
- Zcash (ZEC) $382.20 / +9.3% / +4.2% / $8.03B
- Aster (ASTER) $0.65 / +4.8% / +7.2% / $5.21B
- Monero (XMR) $475.47 / +2.6% / (16.3%) / $8.77B
- Bitcoin Cash (BCH) $590.70 / +2.4% / +2.9% / $12.4B
- Notable Decliners
- Sky (SKY) $0.06 / (4.8%) / (0.1%) / $1.48B
- World Liberty Financial (WLFI) $0.16 / (3.6%) / (2.6%) / $15.64B
- MemeCore (M) $1.55 / (3.2%) / (6.7%) / $15.54B
- Pi (PI) $0.17 / (1.3%) / (8.3%) / $17.18B
- Internet Computer (ICP) $3.27 / (0.9%) / (12.1%) / $1.79B
- Layer-1
- Bitcoin (BTC) $87,694 / (0.2%) / (3.8%) / $1841.57B
- Ethereum (ETH) $2,901 / +0.2% / (6.4%) / $350.13B
- BNB (BNB) $876.63 / +0.6% / (4.0%) / $119.54B
- Solana (SOL) $123.62 / +1.0% / (4.1%) / $76.54B
- Cardano (ADA) $0.35 / +0.8% / (2.9%) / $15.72B
- Avalanche (AVAX) $11.67 / +0.2% / (6.7%) / $8.35B
- Hedera (HBAR) $0.11 / +0.1% / (1.7%) / $5.29B
- Polkadot (DOT) $1.85 / +0.2% / (6.6%) / $3.07B
- Metaverse
- Internet Computer (ICP) $3.27 / (0.9%) / (12.1%) / $1.79B
- Axie Infinity (AXS) $2.60 / +3.8% / +29.0% / $0.7B
- Chiliz (CHZ) $0.05 / +7.7% / +3.4% / $0.56B
- Klaytn (KLAY) $0.07 / (7.3%) / +34.1% / $0.42B
- The Sandbox (SAND) $0.13 / (4.4%) / (12.8%) / $0.39B
- DeFi
- Chainlink (LINK) $11.88 / +0.6% / (5.4%) / $11.88B
- Cronos (CRO) $0.09 / +0.3% / (1.3%) / $9.05B
- Uniswap (UNI) $4.65 / +0.3% / (5.4%) / $4.18B
- Filecoin (FIL) $1.26 / +0.5% / (6.3%) / $2.47B
- Aave (AAVE) $153.14 / +1.2% / (3.9%) / $2.45B