TL;DR
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BTC holds near $86,100, but 87,100–87,330 remains the key breakout hurdle.
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ETH’s recovery faces weaker fund demand: reported U.S. ETF flows total −$118 million for September 28–October 2, with Friday incomplete.
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ADA leads this group, up about 11% in 24 hours; XRP and SOL show much smaller gains.
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ETF buying slowed sharply: BTC’s reported weekly subtotal is +$82.9 million, provisional; SOL’s published weekly total is just +$0.8 million.
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Wednesday’s Fed minutes are the main verified scheduled catalyst, potentially testing the recent easing in rate-hike expectations.
Figures below are retrieved observations; providers do not expose synchronized exchange timestamps.
|
Asset |
CoinGlass price |
Rolling 24h move |
Aggregate futures OI |
|
BTC |
$86,125.90 |
+1.38% |
$55.17B |
|
ETH |
$2,714.77 |
+0.78% |
$34.08B |
|
XRP |
$1.5179 |
+1.43% |
$3.57B |
|
SOL |
$121.74 |
+0.67% |
$7.25B |
|
ADA |
$0.2719 |
+11.07% |
$643.86M |
Sources: BTC, ETH, XRP, SOL, ADA. CoinGlass
BTC: The recovery remains below resistance at 87,086–87,330. A daily close above that zone would strengthen the case for 88,000–89,000; losing $84,441 would weaken it. ETF flows were +$102.7M Thursday and a provisional +$31.7M Friday. Friday’s IBIT entry is missing, so the +$82.9M weekly subtotal is not final.
ETH: Watch 2,737–2,768 resistance, then approximately $2,800. Downside references are $2,635 and 2,610–2,583. ETF outflows complicate the recovery: Thursday recorded −$55.4M, while Friday shows −$17.3M, with ETHA and ETHB missing. The weekly −$118M subtotal remains provisional.
XRP: Resistance sits at 1.53–1.56; a daily close above $1.56 would improve the setup toward $1.61. Support is around 1.466–1.45. No fresh, verified institutional-flow total was available for this snapshot.
SOL: Price is holding near 121–122. Treat $120 as a round-number monitoring pivot, rather than established chart support; a precise resistance zone was not independently verified. ETF demand was nearly flat last week: +$0.8M, including +$1.3M Friday, based on Farside’s published rows.
ADA: The sharp advance puts $0.2750 in focus. Holding above $0.2679 would support continuation; slipping below $0.2585 would weaken the attempt, with $0.2425 a deeper invalidation reference. The rally’s specific catalyst was not verified, so attributing it to institutional buying or a short squeeze would be premature.
This week: September FOMC minutes arrive Wednesday, October 7. Watch their implications for Treasury yields and the dollar, alongside whether ETF demand improves when U.S. trading resumes.
Citi’s October 1 forecast upgrades—to $113,000 for BTC and $3,028 for ETH over 12 months—signal a more optimistic institutional outlook, but are forecasts, not realized inflows.
Hassan Maishera