Exchange Traded Fund (ETF)

On October 2, the SEC approved an amendment to the Cboe BZX listing rules for six Volatility Shares products, including a 3x leveraged Bitcoin ETP and a 3x leveraged Ether ETP. These funds aim to triple the daily performance of their reference asset, before fees. However, their launch still depends on a final regulatory step.

U.S. spot Bitcoin ETFs recorded about $292.5 million in net inflows during the first two sessions of October. The initial total of $134.4 million was incomplete because it did not yet include the $158.2 million allocated to BlackRock's IBIT fund on October 2.

On October 2, bitcoin surpassed 86000 dollars. It also briefly approached 87100 dollars, supported by the recovery of ETF inflows and the liquidation of short positions. Then, the price retreated around 85400 dollars, indicating that the favorable start of October does not yet guarantee a sustained increase.

Citigroup has revised its 12-month target for bitcoin from $82,000 to $113,000 and for Ether from $2,240 to $3,028. In 2026, this third revision is mainly based on the return of capital in ETFs, although the target set for bitcoin remains lower than that retained by the banking institution at the beginning of the year.

Bitcoin closes September at $83,563 and Bitget Wallet holds a range from $78,000 to $95,000 for October. Cointribune calculates the gaps and the macro events to follow.

American Bitcoin ETFs have just broken a streak of nine consecutive sessions of inflows. On September 30, the funds recorded 148.7 million dollars in net outflows. Fidelity accounts for most of the withdrawals with 125.6 million dollars. The reversal comes after a sequence that attracted over 3 billion dollars to Bitcoin in less than two weeks.

The net flows of U.S. spot bitcoin ETFs reach 2.73 billion dollars from September 1 to 28, 2026, according to data from Farside Investors. August ended at 3.52 billion. But September is not like August: 2.42 billion, or 88% of the total, arrived in six sessions from September 21 to 28. Cointribune reconstructed the two months session by session to show it.

The crypto market returns to a key level as the bitcoin price tests a major resistance again. Jurrien Timmer, global macroeconomics director at Fidelity, believes a four-year bullish cycle could be underway. Nine months earlier, he considered 2026 a year of respite after a down phase. His chart places the 80,000-dollar threshold at the center of the scenario, with a projection toward 100,000 dollars in case of a breakout.

Bitcoin enters October around 85000 dollars after gaining nearly 9% in September. Its seasonal history and several on-chain indicators support the "Uptober" scenario, but profit-taking is already reaching an unprecedented level in 2026.

On September 25, the U.S. spot XRP ETFs recorded $22.65 million in net inflows. Bitwise mainly concentrates these flows, while XRP remains close to $1.55 despite this demand.

American Bitcoin ETFs remain in the green, but the pace has clearly changed. After a record $998.9 million inflow on Monday, flows dropped to $190.7 million on Thursday, September 24, a decline of about 81% in three sessions. The streak remains positive, however: six consecutive days of inflows have brought more than $2.8 billion to the funds. Bitcoin itself retreated around $83,800 after exceeding $87,000 at the start of the week.

Sequans Communications sold its last 314 BTC and officially ends its Bitcoin strategy. The French group now holds no crypto on its balance sheet, after owning more than 3,200 BTC at the peak of its accumulation. This exit comes at a bad time for all treasury companies: according to DWF Ventures, only 4 of the 20 largest companies in the sector still trade above the value of their crypto assets. The premium that fueled their purchases is seriously starting to disappear.

Privacy coins are experiencing a spectacular comeback in the crypto market. In five months, Zcash and Monero have added 24.54 billion dollars in valuation amidst institutional interest and regulatory debates.

Zcash takes a new step in Europe with its first ETP listed on Euronext. 21Shares thus opens institutional access to a crypto known for its privacy.

This Monday, the price of the main crypto approached 86000 dollars, its highest level since the end of January. However, this recovery remains imperfect, as US spot demand has not yet shown strength comparable to that of the price.

The 13 Bitcoin spot ETFs listed in the United States recorded net outflows of $450.4 million on Tuesday, September 15, according to data from Farside Investors. A level rarely reached in recent months. On the same day, the US Senate failed to gather the 60 votes necessary to advance the CLARITY Act.

During the shortened week of September 8, U.S. crypto ETFs recorded nearly $263 million in net outflows. The positive gathering of products related to Ether, XRP, and Solana was masked by withdrawals concentrated on Bitcoin ETFs.

American Bitcoin ETFs recorded a fourth consecutive day of net outflows on Friday, September 11, with $13.29M withdrawn. In contrast, ether ETFs attracted $216.41M and mark a fourth positive week. Institutional investors therefore still seem present in the crypto market, but their interest is shifting.

Wealth managers are preparing to increase their crypto exposure as ETPs gradually make digital assets easier to access through traditional investment channels.

Bitwise will close BWOW, its Dogecoin ETF launched at the end of November 2025. The fund held only about 688,000 dollars in net assets as of September 9, according to data cited by Cointelegraph. Its last session on the NYSE Arca is scheduled for October 14, then the remaining investors will be reimbursed in cash around October 22. Less than eleven months were therefore enough to end this crypto experiment.

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During the session on September 8, XRP ETFs recorded $1.55 million in net inflows. Such a result places XRP ahead of Bitcoin, Ethereum, and Solana for the day, without questioning the cumulative dominance of Bitcoin funds.

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US-listed Bitcoin ETFs still show an annual deficit close to $1 billion as of September 8. However, the recent momentum is clearly changing, with nearly $3.8 billion in inflows over three weeks. This acceleration largely reduces the gap accumulated since January. It comes after several months marked by significant redemptions. For investors, this development mainly shows how quickly flows can alter the 2026 annual balance and bring the annual total closer.

Among declared institutional holders of XRP ETFs in the second quarter of the year, Goldman Sachs held first place. The banking institution thus showed an exposure of 87.45 million dollars as of June 30, far ahead of Jane Street and Millennium Management. In total, the identified banks held 183.5 million dollars in shares. These figures attest to the integration of XRP products on Wall Street, without necessarily showing that these companies directly anticipate a rise in the crypto.

Over the past three weeks, Bitcoin ETFs have captured approximately 3.8 billion dollars. This is their best performance since the beginning of this year. In the last week, they attracted an additional 986.9 million dollars despite a withdrawal. This recovery thus confirms the return of institutional demand, although it has not yet offset all the outflows recorded since January.

Bitcoin has just briefly surpassed 82000 dollars. It thus crosses its 50-week moving average. This threshold accompanied the end of four of the five previous comparable bear markets. However, the signal remains incomplete, as it must be confirmed by a weekly close. A failure below the 81000 to 86000 dollar zone would place the supports at 71800 and 62000 dollars back at the center of trading.

American Bitcoin ETFs attracted $101.15 million on September 2nd. This rebound comes after an outflow of $236.5 million the previous day. Ethereum and XRP ETFs ended positive streaks that had captured $1.62 billion and $170 million respectively. At the same time, Solana products also closed the session in the red. These movements reveal a temporary rotation of capital towards Bitcoin rather than a general withdrawal by institutional investors.