Undead Sols KursSOL

Following $0G impressive run, the next spot listing to watch on Bitget is Plasma. It’s a new Layer 1 blockchain designed specifically for fast, low-cost stablecoin payments, aiming to solve the speed and cost issues seen on networks like Ethereum and Solana. With its spot listing imminent, $XPL is gaining attention as a focused project in the payments space. One to watch.

💥 Hashdex Nasdaq Crypto Index US ETF approved to trade under new generic listing rules 📊 The move broadens exposure — the fund can now include a wider basket of crypto assets beyond just $BTC and $ETH, such as $XRP, $SOL and $XLM. #CryptoETF #SEC #Nasdaq

1️⃣ SEC/CFTC Joint Roundtable (Sep 29) For the first time, U.S. regulators are teaming up to align crypto rules. Topics include spot listings, DeFi, and 24/7 trading systems. A positive outcome could cut legal uncertainty and bring more institutions into crypto. 2️⃣ Solana Spot ETF Decision (Oct 16) The SEC is set to rule on Solana’s ETF. Bloomberg gives it a 95% approval chance. If approved, it could cement SOL as a “non-security” and open the door for more altcoin ETFs. Rejection may see SOL retest $171 support. 💡 Why this matters: Both events could shape how capital flows into crypto from institutions to everyday traders. And while the spotlight is on regulations and ETFs, remember that real on-chain activity is where conviction shows. On $TON , liquidity on STONfi is growing steadily, showing users aren’t just here for hype they’re building real, long-term exposure. 👉 Price is noise. Liquidity is conviction.

🔎 Macro Conditions • U.S. Treasury Yields Slide → 10Y yield at 4.05%, reflecting renewed expectations of a Fed November rate cut. • Dollar Index (DXY) → Falls to 103.2, a 3-month low, fueling global risk appetite. • Gold → Steady at $2,448, while Oil (Brent) climbs to $92.1 amid tightening supply. • Equities → S&P 500 futures +0.4%, Nasdaq futures +0.6%. Takeaway: The macro setup continues to favor crypto: falling yields, weaker dollar, and risk-on sentiment. 📈 ETF & Institutional Flow Watch • Bitcoin Spot ETFs → +$262M net inflows Tuesday, the 6th consecutive day of positive flows. • Ethereum ETFs → SEC comment period closed Sept 20. Decision window expected Oct–Nov. • Solana ETF Filing (Franklin Templeton) → Symbolic, but sparking serious institutional interest in SOL. Institutional Note: ETF flows remain the single strongest validation for BTC’s structural bull case. 🌐 DeFi, NFTs & Meme Coins DeFi: • TVL rises to $118.1B. • Pendle (+4.2%) and EigenLayer (+3.9%) dominate as institutional yield plays. NFTs: • ETH collections steady (Azuki +3%, Pudgy Penguins +2%). • SOL NFTs rally (Mad Lads +6%, SMB Gen3 +4%). • NFT-Fi protocols see record borrowing activity → NFTs are evolving into financial primitives. Meme Coins: • $WIF (Solana) +11% → Coinbase listing chatter. • $BRETT (Base) +8% → retail enthusiasm on Base. • $PONKE (Solana) +5% → meme flows sustain SOL’s volume dominance. 🧠 Research Insights • QCP Capital: BTC could test $115K by October if Fed confirms rate cut trajectory. • Kaiko Research: Solana’s liquidity depth now on par with Ethereum. • CryptoQuant: Exchange BTC reserves at 3-year lows → supply crunch intensifying. • Glassnode: Long-term holders accumulating at aggressive pace. ⚡ Risk & Liquidation Zones • BTC Price: $113,020 • Downside: $111K → $350M longs at risk. • Upside: $115K → $570M shorts exposed. Volatility Watch: Leverage remains stretched → breakout in either direction could be sharp. 📅 Events to Monitor • Late Sept: Ripple stablecoin pilot launch. • Oct 4: U.S. Non-Farm Payrolls (NFP). • Oct–Nov: SEC Ethereum ETF decision window. • Q4: Mt. Gox BTC distributions (lingering risk). 📝 Final Dispatch The September rally is maturing: • $BTC holds firm above $113K, ETFs fueling momentum. • $ETH positions for its long-awaited ETF milestone. . $SOL proves it is more than a meme chain, commanding liquidity and cultural dominance. • $XRP plays the long game, with its stablecoin project potentially reshaping cross-border settlement. With macro winds shifting dovish and institutional flows steady, the market’s bias remains higher into Q4. But with leverage extended, traders should expect sharp squeezes before the next leg higher.