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The Daily Drip
Friday, September 26, 2025
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The Daily Drip
🎯 Today’s Top 3
Spot ETFs saw heavy redemptions: -$502.2M net with BTC -$253.4M and ETH -$248.8M, reinforcing risk-off tone into the weekend. Market wrapETF flows
Fear & Greed slides to 32 (Fear) as liquidations approach $1B this week; still, selective dip-buying emerged intra‑day in SOL, ADA, TRX, HYPE. LiquidationsSentiment
S&P Cryptocurrency Broad Digital Asset Index fell -4.49% on the day, but remains +10.47% YTD, underscoring long-trend resilience amid Q3 stress. Index info
⚠️ Flow‑Driven Downside
ETF outflows and forced unwinds dominate price. A trough in daily flows is the cleanest signal for stabilization; keep sizing conservative.
📊 Sentiment Dashboard
📈 Market Performance
| Asset | Price | 24h % | 7d % | YTD % | Market Cap |
|---|---|---|---|---|---|
| BTC | $109,595.20 | -0.48% | -5.38% | +17.30% | $2.18T |
| ETH | $3,995.87 | +2.63% | -10.61% | +19.90% | $482.31B |
| XRP | $2.77 | -0.09% | -7.59% | +33.34% | $165.79B |
| USDT | $1.00 | +0.02% | -0.01% | +0.05% | $173.52B |
| BNB | $956.99 | -1.22% | -2.60% | +36.52% | $133.20B |
| SOL | $200.07 | +1.28% | -15.88% | +5.71% | $108.74B |
| DOGE | $0.23 | +1.59% | -13.86% | -27.24% | $34.71B |
| ADA | $0.79 | +1.64% | -12.73% | -6.49% | $28.12B |
| TRX | $0.34 | +0.46% | -2.63% | +34.44% | $31.82B |
| HYPE | $44.83 | +7.97% | -19.99% | +25.60% | $15.09B |
🔎 Crypto Spotlight
Rotation attempts: SOL, ADA, TRX, and HYPE showed intraday strength after steep weekly declines—confirmation needs sustained volume and tighter spreads. Read
ETF pressure remains the top near‑term risk driver; breadth likely improves only once daily outflows moderate. Flows
💼 H2cryptO Analysis
Flow first, then trend.
Wait for ETF outflow deceleration as confirmation; scale into liquid leaders only on green days, keep trailing stops wide, and avoid illiquid high‑beta until volumes normalize. SetupsBenchmark
🕵️ Regulatory Watch
Distribution access widens as large platforms move to enable third‑party crypto ETFs for clients, improving retail penetration over time. Access shift
S&P’s digital asset indices remain core for institutional benchmarking and risk budgeting in volatile periods. Index guide
📅 Market Calendar
- Daily ETF flow prints: watch for a trough to validate any bounce leg. Schedule
- Macro: inflation/PCE and policy remarks remain volatility catalysts; stick to liquid pairs around events. Macro wrap
- Benchmark checks: S&P Crypto +10.47% YTD for allocation sanity checks. Benchmark
📊 Risk Assessment
Liquidity pockets are thin and flow‑sensitive; avoid leverage, stagger entries, and anchor to high‑liquidity 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.