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Crypto asset manager Grayscale highlighted that elevated equity valuations could encourage investors to explore alternative asset classes. According to the firm, increasing concentration in certain traditional assets may strengthen the need for greater portfolio diversification.

In the crypto market, Grayscale pointed to a significant decline in leverage following an extended period of weakness. The firm believes that the reset in investor positioning and removal of excessive leverage could contribute to a healthier market structure for digital assets.

Rather than viewing crypto as a complete replacement for traditional investments, Grayscale sees digital assets as a potential complementary component of diversified portfolios. With different risk and return characteristics, crypto assets could attract greater attention from investors seeking diversification in the period ahead.

Grayscale Sees Positive Outlook for Crypto as Diversification Demand Grows

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Grayscale believes high valuations in traditional markets and reduced leverage across crypto could encourage investors to increasingly consider digital assets for portfolio diversification.


Bitexen Global Prod

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U.S. spot Bitcoin ETFs recorded $101.1 million in net inflows on September 2, while spot Ethereum ETFs posted $48.2 million in net outflows. 

Bitcoin rebounded above $77,500 despite elevated oil prices and Treasury yields, while the probability of a Federal Reserve rate increase in September declined to approximately 62%.

The CFTC asked a federal court to dismiss CME Group’s lawsuit challenging the regulatory approval of cryptocurrency perpetual futures.

Australia’s financial regulator gave digital asset companies until September 30 to apply for the required financial services licences, warning that non-compliant firms could face civil and criminal penalties.

Bitcoin is trading at approximately $77,576, while Ethereum is trading at approximately $2,393.

The Fear and Greed Index stands at 65, indicating Greed.

Daily Morning Bulletin - 03.09.2026

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Click to read our Morning Bulletin, which summarizes the latest situation of the markets at the start of the day and includes all the developments that will take place during the day!

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SGP-0002, a proposal directly affecting Solana’s token economics, passed with 67.001% support from validators. Rather than reducing the existing SOL supply, the change aims to accelerate the decline in the amount of new tokens entering circulation. Under the new model, the annual issuance reduction rate will increase from 15% to 30%.

The revised model is estimated to result in approximately 18.9 million fewer SOL being issued over the next six years. As a result, Solana’s supply growth is expected to slow considerably faster compared with the current issuance schedule.

The change will also affect staking returns. Staking rewards, currently at around 5.25%, are projected to decline to approximately 2.25% by the third year. A total of 1,326 validators participated in the vote, with the 60.7% participation rate marking the highest governance turnout recorded on Solana to date.


Solana Approves Major Change to Slow SOL Supply Growth

The Solana community has approved the SGP-0002 proposal, which is designed to slow new SOL issuance at a faster pace while significantly reducing staking rewards over the coming years.


U.S. spot Bitcoin ETFs recorded $236.5 million in net outflows on September 1, while spot Ethereum ETFs attracted $8.6 million in net inflows.

Renewed U.S.–Iran strikes pushed WTI crude above $90 and intensified the global bond sell-off, increasing inflation concerns and weighing on Bitcoin and other risk assets. Markets raised the probability of a Federal Reserve rate hike in September to nearly 70%.

The SEC proposed modernizing its transfer-agent rules to reflect the use of blockchain technology in securities offerings, ownership records, and share transfers.

Bitcoin is trading at approximately $77,470, while Ethereum is trading at approximately $2,419.

The Fear and Greed Index stands at 63, indicating Greed.

Daily Morning Bulletin - 02.09.2026

XRP climbed from approximately $0.99 to $1.38 between August 17 and August 31, while its futures market moved in the opposite direction. Total XRP futures open interest fell by around 16%, declining from 2.77 billion XRP to 2.34 billion XRP during the period.

Despite the broader decline, XRP open interest on CME, a regulated market widely used by professional and institutional investors, increased from 284 million XRP to 387 million XRP. The roughly 36% increase lifted CME’s share of total XRP futures open interest from 10% to 17%, while positions outside CME declined by approximately 21%.

CFTC data also showed a divergence among investor groups. Leveraged funds held a net short position of approximately 116 million XRP, while dealers added around 60 million XRP in net long exposure and asset managers added another 28 million XRP. The figures suggest that while overall leveraged activity declined during XRP’s rally, institutional positioning on regulated markets strengthened.


Institutional Presence in XRP Futures Grows as Price Rallies

XRP gained nearly 40% in two weeks while overall futures open interest declined, but rising positions on CME pointed to a growing institutional presence in the market.


Spot Bitcoin ETFs saw **$216.7 million** in net inflows on **2026-08-31**. BlackRock led with **$205.9 million**, while Fidelity added **$6.9 million**, Bitwise **$4.3 million**, Morgan Stanley **$3.6 million**, and Grayscale BTC **$9.4 million**. VanEck had a **$13.4 million outflow**.

Spot Ethereum ETFs saw **$87.6 million** in net inflows on **2026-08-31**. BlackRock contributed **$59.9 million**, Fidelity **$9.3 million**, Bitwise **$3.7 million**, 21Shares **$1.2 million**, and Grayscale Crypto **$13.5 million**.

Singapore proposed new stablecoin rules requiring **100% reserves** and a **ban on stablecoin yield products**, a move that could tighten issuance standards and accelerate regulatory competition around tokenized liquidity.

The London Stock Exchange announced a framework with Payward to onboard major UK stocks onchain, signaling continued movement from exchange experiments toward real-world tokenization infrastructure.

Global risk desks still show rate-sensitive behavior: despite strong ETF demand and a stable Bitcoin structure, broader market tone remains shaped by continued bond-market pressure and cautious positioning around Federal Reserve outlook.

Bitcoin is trading at **$78,042.42**, while Ethereum is at **$2,456.30**.

The Fear & Greed Index is **69 (Greed)**.

Daily Morning Bulletin - 01.08.2026


BitMine, the world’s largest corporate Ethereum treasury holder, continued its regular accumulation strategy this week. The company purchased another 53,501 ETH over the past week, pushing its total Ethereum holdings above 5.9 million ETH. Its reserves now represent approximately 4.9% of Ethereum’s total supply.

The company also continues to use a large portion of its Ethereum holdings for staking. BitMine currently has 5,067,309 ETH staked, representing approximately 86% of its total reserves. If current conditions continue, the company estimates that its staking operations could generate approximately $335 million in annualized revenue.

BitMine also holds $541 million in cash and securities, while the combined value of its crypto assets, cash, securities and other investments stood at $15.6 billion as of August 30. With its latest weekly purchase, BitMine has moved even closer to holding 5% of Ethereum’s total supply.


BitMine Buys Ethereum Again This Week as Holdings Top 5.9 Million ETH

BitMine continued its Ethereum purchases this week, adding another 53,501 ETH and increasing its total holdings to 5,901,112 ETH.


The company acquired 4,603 BTC during the period at an average price of $80,318 per Bitcoin, bringing the total value of the purchase to $369.7 million. Following the latest acquisition, Strategy’s Bitcoin holdings reached 845,050 BTC. 

Strategy has spent a total of $63.73 billion building its Bitcoin position, with an average acquisition cost of $75,412 per BTC. The latest purchase further strengthens the company’s position as one of the largest corporate Bitcoin holders. 

The Bitcoin purchase was funded through proceeds from MSTR share sales. Strategy generated $602.8 million in net proceeds from share sales during the same week and also repurchased $151.8 million worth of STRC preferred shares. 


Strategy Returns to Bitcoin Buying as Holdings Top 845,000 BTC

Strategy purchased approximately $370 million worth of Bitcoin between August 24 and 30, increasing its total holdings to 845,050 BTC.

Spot Bitcoin ETFs show **$586.9 million** net inflows in the latest verified US flow window (**August 25–28, 2026**). Spot Ethereum ETFs show **$700.1 million** net inflows for the same period (**August 25–28, 2026**).

A Monday-style summary of macro risk remains shaped by U.S. policy expectations: the U.S. Federal Reserve September rate path is now viewed with still-elevated caution, but expectations of a March-style hawkish pivot are easing, with the probability of a September move reported below 60% in the latest read.

Geopolitical risk stayed the headline shock on Monday: after U.S. sanctions action on Iran, oil moved higher and global risk markets showed mixed reaction, while Bitcoin remained resilient and held the strongest relative performance as spot and macro-sensitive assets reacted.

A major security event hit DeFi risk sentiment: Cronos halted its chain after a **$75 million** exploit tied to Tectonic, which temporarily froze activity and reinforced market focus on liquidity and collateral-quality controls.

Bitcoin is trading at **$79,336.64**, and Ethereum is trading at **$2,498.60**.

The Fear and Greed Index is **62 (Greed)**.

Daily Morning Bulletin - 31.08.2026

Bitcoin climbed as high as $81,455 overnight, reaching its strongest level since May 15. The price later pulled back to around $79,850, while Bitcoin’s gains since August 19 reached approximately 26%. Most altcoins failed to follow the rally, falling between 2% and 3%, while the Altcoin Season Index remained at 34/100.

In the derivatives market, total open interest remained above $140 billion as trading volume increased by roughly 10% to $222 billion. Short positions accounted for 51% of overall flows, while open interest in Solana futures climbed to 70.88 million SOL, its highest level since early July. Despite the increase in positioning, selling pressure in order flows suggested that traders remained cautious on SOL.

Monero stood out from the broader weakness in the altcoin market, rising to around $464. The annualized funding rate for XMR futures reached 67%, indicating increasingly crowded leveraged long positions. Call options also dominated activity in Bitcoin and Ethereum markets, with the September 26 Bitcoin call option at a $85,000 strike emerging as the most actively traded contract.


Bitcoin Hits Three-Month High as Altcoins Lag Behind

Bitcoin tested a three-month high of $81,455 while weakness across most altcoins showed that investor interest remained largely concentrated on Bitcoin.**


Spot Bitcoin ETFs saw **$242.3 million** in net inflows on **2026-08-27**. BlackRock contributed **$200.8 million**, Fidelity **-$83.6 million**, 21Shares **$29.7 million**, Bitwise **$21.7 million**, Morgan Stanley **$6.7 million**, and Grayscale BTC **$11.7 million**.  

Spot Ethereum ETFs saw **$225.8 million** in net inflows on **2026-08-27**. BlackRock contributed **$130.2 million**, BlackRock2 **$20.7 million**, Fidelity **$56.2 million**, with additional gains from Grayscale **$3.0 million** and Grayscale Crypto **$14.3 million**.  

Bitcoin briefly reached a three-month high near **$81,455** before pulling back, with price action still being driven by macro and funding conditions.  

The U.S. and European yield environment stayed a key swing factor as markets prepared for a major rates-sensitive session, with Bitcoin options activity and cautious risk behavior still influencing near-term trading dynamics.  

SBI announced a **$270 million** minority investment in Indonesia’s Ajaib to expand a yen-stablecoin-focused cross-border settlement footprint in Southeast Asia, signaling continued regional institutional momentum in stablecoin infrastructure.

Bitcoin is trading at **$79,336.64**, and Ethereum is trading at **$2,498.60**.  

The Fear and Greed Index is **73 (Greed)**.

Daily Morning Bulletin - 28.08.2026

Capital flows into institutional investment products gained momentum alongside the broader recovery in the crypto market. Bitcoin and Ethereum investment products recorded a combined $1.65 billion in inflows over three trading days, highlighting renewed investor interest in the two largest cryptocurrencies by market capitalization.

Bitcoin products accounted for a significant share of the broader capital inflows. U.S. spot Bitcoin ETFs have also seen strong demand recently, recording more than $2.25 billion in net inflows across six trading sessions between August 17 and August 24. The flows coincided with Bitcoin moving above the $80,000 level, suggesting that demand for regulated investment products remained strong alongside the price rally.

Ethereum investment products also benefited from the positive flow environment. Strengthening demand for both Bitcoin and Ethereum indicates that investors continue to gain exposure to the crypto market recovery through regulated investment vehicles. Whether these capital inflows continue will remain an important indicator of institutional demand in the period ahead.


Crypto Fund Inflows Accelerate as Bitcoin and Ethereum Lead Demand

Demand for crypto investment products strengthened again, with Bitcoin and Ethereum-focused products attracting a combined $1.65 billion in capital over a three-day period.
