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Crypto News | ETH Jumps 70% in Q3, but Its Liquidity Lags Bitcoin

Ethereum had a standout third quarter, rising about 70% versus Bitcoin’s 42% gain. But the stronger return did not come with stronger liquidity.

CoinGecko’s data for July 6 through September 30 shows ETH’s typical daily market depth at just 35%–45% of Bitcoin’s. A year earlier, the comparable figure was at least 60%.

The gap matters because market depth affects how much buying or selling pressure an asset can absorb before its price moves. With less capital sitting near the current price, larger orders can have a greater effect on execution.

ETH still had roughly $13 million–$14 million available within 0.15% of its market price, so the asset remained actively tradable. The issue is that its liquidity did not expand alongside its 70% quarterly advance.

The same trend was visible elsewhere. Solana’s liquidity within 2% of its price declined from about $28 million per side last year to around $20 million, while XRP stayed near $30 million.

For ETH, the Q3 numbers point to an interesting divergence: price momentum strengthened considerably, while relative market depth moved in the opposite direction. If volatility picks up, that thinner liquidity could make larger moves easier in either direction.
$BTC $ETH $BNB

TradFi News | Markets See 82.3% Chance of Fed Hold in October

CME FedWatch data shows that traders currently see an 82.3% probability of the Federal Reserve leaving interest rates unchanged at its October meeting, while the odds of a 25-basis-point hike stand at 17.7%.

The outlook shifts significantly toward year-end. By December, markets assign only a 17.3% probability to rates remaining unchanged, while a cumulative 25-basis-point increase carries the highest probability at 68.7%.

A larger 50-basis-point increase by December is currently priced at a 14% probability.

The figures suggest that markets do not expect an immediate rate hike in October, but still see further tightening as the most likely outcome by December.

For Bitcoin and other risk assets, the path of U.S. monetary policy remains an important macro factor. Incoming inflation, employment and economic data could continue to reshape these expectations before the Fed’s remaining meetings.
$BTC $XRP $DOGE

Bitcoin Nears Bullish Moving Average Alignment for the First Time Since 2025

Bitcoin is approaching a technical setup that has not appeared for more than a year. The 50-day SMA is currently around $79,495, sitting just above the 100-day SMA at $79,493 and the 200-day SMA at $79,539.

Only a small gap separates the 100-day and 200-day averages. If the 100-day SMA moves above the 200-day SMA, BTC would regain the bullish 50-day > 100-day > 200-day structure last seen on June 24, 2025.

Historical signals have produced mixed outcomes. Similar alignments preceded major rallies in 2020 and 2023, but the setups in 2024 and 2025 were followed by weaker performance.

Giottus CEO Vikram Subburaj noted that the more important test may come during a pullback: whether Bitcoin can continue holding above its 50-day SMA. A successful crossover would strengthen the bullish case, but it would not guarantee another major rally.
$BTC $NEAR $FET

BNB Moves Above 800 USDT as Daily Gain Reaches 2.13%

BNB has moved back above the 800 USDT level. Binance Market Data shows the token trading at 800.090027 USDT as of Oct 05, 2026, 01:29 AM (UTC), marking a 2.13% gain over the previous 24 hours.
$BNB $MOVR $BTC

🇷🇺 Russia is about to make a much larger move into foreign currency and gold.

From October 7 to November 6, Russia’s Finance Ministry plans to spend 279.42 billion rubles on FX and gold purchases under its budget rule.

That works out to around 12.7 billion rubles per day, more than 5x the pace seen in the previous period.

The mechanism is important here. When oil and gas revenues come in above the budget benchmark, the excess can be converted into foreign assets and transferred into the National Wealth Fund rather than being spent directly.

There is also a currency angle.

More official demand for foreign currency can put additional pressure on the ruble, especially when combined with changes in Russia’s oil and gas revenues.

What caught my attention is the scale of the increase. This isn’t simply Russia buying a little more gold or FX. The daily purchase pace is being lifted dramatically for an entire month.

For markets, the key question is whether this becomes a temporary adjustment under the budget rule or the start of a broader shift in how Russia manages its energy revenues and reserves.
$BTC $XNY $FOGO

Zcash ETF just posted its first weekly outflow.

Grayscale’s Zcash ETF (ZCSH) recorded around $93.6M in net outflows for the week ending October 2, marking the first weekly net outflow since the ETF launched.

The timing is interesting.

ZEC had just gone through a sharp rally, reaching above $1,650 in late September before pulling back toward the $1,300 area. At the same time, ZCSH saw several large outflow sessions, including roughly $30.3M on September 30 and another $26.9M on October 2.

This makes me think profit-taking could be part of the story.

The ETF had previously attracted strong inflows, with cumulative net inflows reaching around $271M in mid-September. A reversal to $93.6M of weekly outflows is therefore worth watching, especially if the trend continues rather than being a one-week event.

I wouldn’t read this as a confirmed bearish reversal yet.

The next few weeks should tell us more: can ZEC hold the $1,300 area, and do ETF flows stabilize or turn positive again?

For me, the flow trend matters more than one red week.
#ZcashETFPostsFirstWeeklyOutflow$93.6M
$BTC $ZEC $AIN

Bitcoin just hit a wall at $87K.

The move looked strong at first. BTC climbed from the mid-$70Ks in September and eventually pushed above $87K, but sellers quickly stepped in around the $87K–$87.4K area.

That matters because this zone has already acted as resistance. After the sell wall around $85K was absorbed, the next meaningful supply appeared near $87K.

The rejection also came with a sharp wave of leverage getting flushed. More than $400M in long positions were reportedly liquidated as BTC slipped back toward the mid-$80Ks.

So the interesting part now isn’t simply whether Bitcoin touched $87K.

It’s whether buyers can turn that level into support.

If BTC can reclaim and hold above $87K–$87.4K, the path toward $90K becomes much more interesting.

But if the pullback deepens, the $84K–$85K area becomes an important zone to watch, followed by roughly $82.5K–$83K.

For me, this is still a resistance test rather than a confirmed market top.

The next move around $87K may tell us more than the rejection itself.
#BitcoinRejectedAt$87K
$NEAR $BTC $SOL

SEC has temporarily paused reviews of new crypto ETF filings as the U.S. government enters a funding lapse.

The important detail: this is not a new SEC rejection of crypto ETFs.

The issue is operational. With funding interrupted, the SEC is working under a limited operating plan, which means many routine regulatory processes cannot move forward as they normally would.

More than 90 crypto ETF filings are reportedly waiting in the pipeline, covering products linked to Bitcoin, Ethereum and several other crypto assets.

Existing ETFs can still trade. The immediate impact is mainly on new products waiting for regulatory action.

That distinction matters.

The delay does not necessarily tell us anything new about how the SEC views the underlying assets. It is more about timing: filings that might otherwise be moving through the review process could now sit on hold until the agency returns to normal operations.

For the crypto market, the next question is simple:

How quickly will the SEC resume processing these applications once the funding issue is resolved?

The answer could determine how much longer investors have to wait for the next wave of crypto ETFs.
#SECHaltsCryptoETFReviewsAmidFundingLapse
$COAI $BTC $ETH

Canary Capital just amended its S-1 filing for a proposed spot PEPE ETF.

At first glance, it may look like another crypto ETF update. But PEPE makes this one more interesting.

The proposed fund would hold PEPE directly and is expected to seek a listing on Cboe BZX. The filing also names BitGo Bank & Trust as the proposed crypto custodian and uses a CoinDesk PEPE benchmark to determine the value of the fund’s holdings.

What caught my attention is not that PEPE suddenly became less risky.

It’s the fact that a memecoin is being pushed further into the same regulated ETF framework that has already expanded beyond Bitcoin and Ethereum.

That changes the conversation.

If approved, investors could gain regulated-market exposure to PEPE without having to directly manage the token themselves. But the risks remain very different from those of BTC or ETH.

PEPE is highly sentiment-driven, can be extremely volatile, and has its own concentration and liquidity risks. An ETF wrapper doesn’t remove those risks. It simply changes how investors access the asset.

And one important distinction: this is still a filing, not an SEC approval.

For me, the bigger question is whether this becomes another isolated memecoin ETF attempt, or a sign that the U.S. crypto ETF market is gradually becoming broad enough to accommodate assets that were once considered too speculative for traditional investment products.

PEPE may be a meme.

But the structure being built around it is anything but a joke.
#CanaryFilesAmendedS1ForPEPEETF
$COLLECT $FOGO $BTC

Greek police have arrested 17 people in an alleged crypto investment scam, including nine members of the military.

According to investigators, the group allegedly operated through an online investment platform and attracted users with promises of unusually high returns. One of the reported pitches was the possibility of doubling an investment within 50 days.

The scheme is also alleged to have used recruitment incentives, encouraging participants to bring in new members. Investigators say around 10,000 people may have joined the platform, while the suspected operation involved more than $8 million.

Authorities reportedly seized nearly €300,000 in cash along with phones, computers, tablets, USB drives and other storage devices during the investigation.

What caught my attention here isn’t simply that crypto was involved.

The pattern sounds familiar: unrealistic returns, pressure to recruit others, and a platform that makes the investment look legitimate.

Crypto can make transactions transparent, but it doesn’t automatically make an investment opportunity legitimate.

For me, the biggest red flag remains simple:

If someone promises to double your money in 50 days, the first question shouldn’t be “How do I join?”

It should be “Where does that return actually come from?”
#GreekPoliceBustCryptoScamRingArrest17
$AIN $AGT $BTC

Cerebras shares just took a sharp hit.

$CBRS fell nearly 20% after a report suggested that OpenAI is using Nvidia GPUs for its “Ultrafast” inference workloads, rather than relying entirely on Cerebras hardware.

That matters because Cerebras has built much of its investment story around one thing: extremely fast AI inference.

The company previously announced a multi-year partnership with OpenAI involving up to 750 MW of Cerebras computing capacity, with the deal later described as worth more than $20B.

So when investors hear that Nvidia may also be powering some of OpenAI’s low-latency workloads, the immediate question is obvious:

How much of the inference opportunity will actually go to Cerebras?

There is an important detail, though.

This report does not mean OpenAI has abandoned Cerebras. Sam Altman reportedly described Cerebras as a close partner and said the companies are continuing to work together on AI speed.

Cerebras is also coming into this with meaningful momentum. Its cloud business has been growing rapidly, and the company has announced hundreds of megawatts of contracted data-center capacity.

So I wouldn’t read this as a simple Nvidia vs. Cerebras story.

To me, the bigger question is whether AI inference becomes a multi-chip market, where Nvidia handles some workloads while specialized hardware like Cerebras takes others.

The next few months could tell us a lot about who actually gets the inference workload behind the fastest AI products.

For CBRS investors, that allocation may matter more than this one-day selloff.
#CerebrasSinksNearly20%OnReportNvidiaToPowerOpenAI
$STRK $NEAR $BTC

Nvidia just hit another record high, gaining as much as 2.4% in the session.

NVDA climbed to around $237.88 intraday, extending the strength in AI-related stocks.

A few things are happening at the same time.

AI infrastructure demand remains a major theme, while Nvidia’s newly approved $150B buyback program adds another layer of support for investor sentiment.

The macro backdrop also helped. A weaker U.S. jobs report pushed down expectations for an October Fed rate hike, with market pricing falling to around 17%.

So the Nvidia move looks less like a single-stock story and more like several catalysts lining up:

AI demand + buyback expectations + softer rate-hike bets.

The interesting part now is whether these drivers can continue supporting the broader tech rally.
#NvidiaHitsRecordHighUp2.4%
$BTC $FOGO $XNY

Fed October rate hike odds just dropped to 17%.

The move came after a much weaker-than-expected U.S. jobs report. September payrolls rose by only 29,000, while unemployment climbed to 4.2%. Previous months were also revised lower.

After the report, market pricing shifted quickly:

• 17% odds of a 25 bps October hike
• 83% odds of rates staying unchanged

For crypto, the interesting part isn’t simply “Fed = bullish.”

A weaker labor market can reduce the pressure for another rate hike, but at the same time, it raises questions about the strength of the U.S. economy.

So I’m watching the next inflation and labor-market data closely.

For now, the market seems to be pricing more patience from the Fed rather than an immediate policy shift.
#FedOctoberRateHikeOddsFallTo17%
$AIN $STRK $BTC

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♻️ BRENT CRUDE IS BACK ABOVE $100

Brent crude has moved back above the $100 per barrel mark as escalating tensions in the Middle East raise fresh concerns about global oil supplies.

Brent futures closed at around $101.21 on September 9, after reaching an intraday high near $101.58. On September 10, prices were still holding around the $101 level.

What stands out to me is that this isn’t just about the psychological $100 threshold.

Attacks involving oil tankers are adding pressure to shipments through the Strait of Hormuz, one of the world’s most important energy routes. Any prolonged disruption there could quickly tighten global supply and push more geopolitical risk into oil prices.

Brent has already climbed nearly 30% from its early-August low.

If the disruption continues, the impact could extend beyond the energy market, with higher fuel, transportation and production costs potentially adding pressure to inflation.

And that’s the part I’m watching.

If oil stays above $100 for an extended period, markets may have to rethink inflation expectations, interest-rate policy and overall risk appetite.

Crypto probably won’t be completely isolated from that either.

For now, the bigger question isn’t whether Brent can reach $100.

It’s how long it can stay above it.

Time will tell.
#BrentCrudeTops$100
$BTC $XAU $XAG