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The Daily Drip
Saturday, September 27, 2025
The Daily Drip
đŻ Todayâs Top 3
ETF outflows deepen: -$674.7M net as BTC (-$418.3M) and ETH (-$256.4M) face sustained redemptionsâflows remained negative most of the week with only a brief BTC inflow midâweek. Daily recapWeekly flow colorOutflow ledger
Sentiment at 34 (Fear) while altcoins try to rotate: despite fear, the Altcoin Index sits at 70 as selective bids appear in BNB, SOL, and HYPE after heavy weekly drops. Fear signalIndex read
Benchmark context: S&P Cryptocurrency Broad Digital Market Index rose +0.56% on the day and is now +11.10% YTD, highlighting longerâtrend resilience versus shortâterm ETF pressure. Index pageMethodology context
â ď¸ Flows Still Rule The Tape
Another day of sizable redemptions; stabilization likely needs an ETF outflow trough. Until then, expect choppy liquidity and rotation attempts in stronger alts.
đ Sentiment Dashboard
đ Market Performance
| Asset | Price | 24h % | 7d % | YTD % | Market Cap |
|---|---|---|---|---|---|
| BTC | $109,286.01 | +0.25% | -5.90% | +16.97% | $2.18T |
| ETH | $4,006.10 | +1.65% | -10.97% | +20.21% | $483.55B |
| XRP | $2.78 | +1.90% | -7.12% | +33.51% | $166.14B |
| USDT | $1.00 | 0.00% | 0.00% | +0.05% | $174.28B |
| BNB | $979.37 | +3.97% | -4.63% | +39.71% | $136.31B |
| SOL | $202.20 | +3.39% | -15.70% | +6.84% | $109.90B |
| DOGE | $0.23 | +0.63% | -14.87% | -27.67% | $34.51B |
| ADA | $0.78 | +1.30% | -13.24% | -6.94% | $28.00B |
| TRX | $0.34 | +1.12% | -2.90% | +35.03% | $31.96B |
| HYPE | $44.78 | +3.22% | -19.71% | +25.48% | $15.08B |
đ Crypto Spotlight
Resilience watch: BNB and SOL lead todayâs bounce within a fearful tape; weekâlong ETH outflows continue to weigh on breadth until flows turn. Flow detailETH outflows
Narrative lens: S&Pâs broader digital market lens shows megaâcaps cushioning YTD while exâmega caps amplify swingsâuse this for risk budgeting and rotation plans. S&P family
đź H2cryptO Analysis
Patience until flows trough.
Add risk only on improving ETF prints and greenâday strength in liquid leaders; avoid illiquid highâbeta until volume and spreads confirm a turn. Flow map
đľď¸ Regulatory Watch
Distribution shift: large brokerâplatforms moving to offer thirdâparty crypto ETFs expands access despite nearâterm outflowsâwatch for penetration effects as flows stabilize. Access updateChannel watch
Benchmarking: use S&P BDM and subâindices for disciplined risk budgeting across megaâcap and exâmega cohorts. BDM index
đ Market Calendar
- Daily ETF flow printsâlook for a trough/inflection early next week. Tracker
- Macro/policy remarksâstay light into events; add only on confirmed strength. Macro wrap
- Benchmark checksâS&P Crypto +11.10% YTD for allocation sanity checks. Benchmark
đ Risk Assessment
Liquidity remains flowâsensitive; avoid leverage, stagger entries, and anchor to highâliquidity leaders until breadth and ETF prints improve. Volatility note
DISCLAIMER:
This newsletter is for educational and informational purposes only and does not constitute investment advice. H2cryptO does not recommend that any cryptocurrency should be bought, sold, or held by you. Do your own due diligence and consult your financial advisor before making investment decisions. Past performance is not indicative of future results. Cryptocurrency markets are highly volatile and risky. Never invest more than you can afford to lose.