Bitcoin verloor terrein, met BTC dominantie met 1,02% gedaald naar 57,67%, terwijl de Altcoin Index naar een hoogtepunt van 72 klom, wat suggereert dat de rotatie naar alts aan kracht wint.
Stablecoins ondersteunden de beweging. Op 18 september bedroegen de instromen in totaal $154,34M, met $156M naar USDT en een $30,74M USDC uitstroom, wat de totale voorraad op $249,704B bracht.
ETF-stromen verzwakten. Op 17 september, exclusief BlackRock-gegevens, verloren BTC ETF's $201M en ETH ETF's $27,8M.
Macro en beleid
Het laatste dot-plot van de Fed was duifachtig. Negen functionarissen zien drie verlagingen in 2025 (totaal 75 basispunten), waarbij een gouverneur zelfs pleit voor 150 basispunten versoepeling. Fed-voorzitter Powell noemde de verlaging van woensdag een “risk management beslissing”, waarbij hij wees op afkoelende arbeidsmarkten en afnemende inflatie als rechtvaardiging.
In het Congres keurde het Huis nipt een procedurele stap goed voor een tijdelijke uitgavenwet om een gedeeltelijke sluiting van de overheid te voorkomen. De maatregel financiert agentschappen tot 21 november, waardoor wetgevers tijd krijgen om een volledigjarige deal te onderhandelen.
Aandelen divergeerden: de Dow steeg met 0,57%, de Nasdaq daalde met 0,33% en de S&P 500 zakte met 0,10%. Rendementen en de dollar versterkten, met de 10-jaars stijging van 1,13% naar 4,076% en de DXY stijging van 0,32% naar 97,007. Goud daalde met 0,83% tot $3.659,67.
Solana: CME-opties komen eraan
Forward Industries kondigde een aandelenverkoop van $4 miljard aan om zijn Solana-strategie te versterken. Tegelijkertijd bevestigde CME Group dat het van plan is om Solana- en XRP-futuresopties te lanceren op 13 oktober, in afwachting van goedkeuring door de toezichthouder.
Sinds maart zijn er in Solana-futures 540.000 contracten ter waarde van $22,3 miljard verhandeld, wat de institutionele vraag onderstreept.
De notering, als deze wordt goedgekeurd, zou Solana een van de weinige altcoins maken met zowel futures als genoteerde opties in de VS, waarmee het zich naast BTC en ETH in het derivatenspel positioneert.
Hoe te beginnen met handelen in Solana
Solana is niet alleen snel, het is bliksemsnel. Van meme-lanceringen tot serieuze DeFi, SOL is waar de actie plaatsvindt. Als je klaar bent om op de hogesnelheidsrails te rijden, maakt Toobit het handelen in Solana eenvoudig. Spot, Futures en de volledige pro toolkit staan allemaal tot je beschikking.
Industrie hoogtepunten
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Aster-token gelanceerd en steeg 10x op de eerste dag, wat activiteit op de on-chain perp stimuleerde. Rendementen overschreden 100% APR, met vergoedingsinkomsten die meer dan 10x ROI lieten zien.
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Terugkoopgegevens tonen aan dat $HYPE 28M tokens ($1,4B) heeft teruggekocht sinds de lancering, met de prijs stijgend van $3 naar $50. $PUMP heeft $100M teruggekocht, gelijk aan een vijfde van zijn float, met dagelijkse terugkopen nu bijna $3M.
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Bio Protocol sloot een seed-ronde van $6,9 miljoen af onder leiding van Arthur Hayes' Maelstrom Fund, met deelname van Animoca, Mechanism en anderen. Het project bouwt een gedecentraliseerd AI-gedreven biotech-financieringsplatform.
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Een Q3 activa-allocatieverslag wees op institutionele rotatie van stabielen naar Solana, XRP en andere alts. BTC en ETH blijven de kern van portefeuilles, maar alt-allocaties stijgen, met SOL-holdings op jaarlijkse hoogtes en XRP als het derde grootste niet-stabiele activum.
Alpha watch
Voorspellingsplatform Kalshi lanceerde een ecosysteemhub met Solana en Base, inclusief subsidies voor bouwers. De volumes bereikten $875M in augustus, bijna gelijk aan Polymarket’s $1 miljard.
Nieuwe fygitale spellen winnen aan kracht, met Pokémonkaart RWA-projecten die airdropcampagnes aanbieden, waarbij verzamelobjecten worden gecombineerd met on-chain financiering.
Community praatte over Binance Wallet's BuildKey TGE-model, waarbij stortingen verhandelbare allocatievouchers slaan. Het eerste project dat dit model gebruikt, wordt gelanceerd op 18 september.
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