Crypto Morning Daily

Crypto Morning Daily

Bitcoin ETFs were relatively stable on price but showed notable divergence in flows. IBIT fell 0.14% while attracting $69.85M in daily inflows, bringing its one-week inflows to approximately $465.19M and one-month inflows to $1.86B. ARKB declined 0.07% but saw$85.21M in daily outflows, while GBTC was down 0.14% with no reported daily flow and roughly $31.39M in weekly outflows. Among the leveraged products, BITX fell 0.34% with $3.58M in daily outflows. On the positive side, BTCC gained 0.66%, while BTCI added 0.03% and attracted $5.85M.

Ethereum ETFs were weaker across the board. ETHA declined 0.65%, while the CSV reports approximately $6.63B in daily outflows for the fund; this figure is unusually large, so I’m preserving it exactly as reported in the source rather than adjusting it. ETHE fell0.60%, FETH declined 0.59%, and ETHV dropped 0.63%. Leveraged Ether exposure saw steeper declines, with ETHU down 1.24% and ETHT down 1.32%. ETHU also recorded about $3.69M in daily outflows and $48.23M in weekly outflows.

XRP ETFs were more mixed and generally held up better than Bitcoin and Ethereum products. XRPR gained 0.82%, XRPM rose 0.42%, and GXRP added 0.21%, while XRPZ gained 0.06%. XRPC slipped 0.02% and recorded $3.34M in daily outflows, while leveraged XXRP fell 0.42%. XRPT declined 0.26% but attracted $2.29M in daily inflows, bringing its weekly inflows to approximately $1.55M.

Solana ETFs were the strongest major digital-asset ETF category in the file. SSK gained 1.18%, SOLM rose 0.89%, SOLT added 0.81%, and SLON gained 0.63%. BSOL rose 0.36%, although it posted $7.12M in daily outflows and about $15.52M in weekly outflows. SOLZ gained 0.42% but lost $1.07M on the day. Solana products also remained exceptionally strong over longer periods: many unleveraged funds were up roughly 19% over one month, while leveraged SOLT and SLON were both up about 37%.

Against that ETF backdrop, the underlying crypto market weakened considerably overnight. Total digital-asset market capitalization fell 2.1% to $2.94T as of 6:00 AM ET. Bitcoin dropped 2.7% to $83,690, Ethereum fell 4.3% to $2,593, XRP declined 3.3% to $1.45, and Solana fell 1.6% to $117.67. BNB held up somewhat better at -1.7% to $769.98, while Hyperliquid declined 3.7% to $89.62. 20261007_ETF_Digi_Daily

Altcoin weakness was considerably sharper. Mantle fell 9.7%, Uniswap dropped 9.3%, Polkadot declined 9.2%, Cardano lost 8.2%, and Canton fell 7.9%. Several also remained significantly negative over the past week, including Mantle at -15.1%, Polkadot at -10.3%, and Uniswap at -8.9%. Only a few names bucked the broader decline, led by Pump.fun +2.1% and MemeCore +2.0%; Pump.fun remained particularly strong on a weekly basis at +12.4%. 20261007_ETF_Digi_Daily

Payments assets were also broadly lower. Stellar fell 5.7%, Litecoin declined 4.3%, Zcash dropped 2.7%, and TRON fell 1.1%. Monero was comparatively resilient at just -0.1% and remained +2.9% over seven days. 20261007_ETF_Digi_Daily

DeFi was another major pocket of weakness. Uniswap fell 9.2%, Lighter dropped 7.1%, Cronos declined 6.6%, Aave lost 3.3%, and Chainlink fell 2.6%. Despite the daily selling, Aave remained 8.4% higher over seven days, making it one of the stronger names on a weekly basis. 20261007_ETF_Digi_Daily

The overnight deterioration was also notable relative to the prior evening: at 6:00 PM ET on October 6, total market capitalization was $3.01T, with Bitcoin at $85,584, Ethereum at $2,697, XRP at $1.50, and Solana at $121.22. By the October 7 morning update, all four had moved materially lower, showing that a significant portion of the selloff developed overnight.

SMRF: ALPS Nautilus SMR, Nuclear & Technology ETF
SMRF: ALPS Nautilus SMR, Nuclear & Technology ETF
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