Hello everyone, this is Aidar. Bitcoin has confidently held above the 100,000 dollar level, and the US has finally passed the government shutdown – that political pause which froze everything: government funding, data releases, and rate decisions. Now that this uncertainty is gone, the market is left with one main question: where will big capital go next?
Judging by current price action, the answer is already taking shape. After the shutdown agreement was signed, we saw serious inflows returning to the market – and the most interesting part is that a large share of this money is not going into Bitcoin, but into altcoins.
Why the end of the shutdown is so important for crypto
When the US government is on pause, the economic systеm also freezes. There is no fresh macro data, the Fed does not give clear signals about future rates, and funds do not know what to use as a basis for their models. As a result, money simply waits on the sidelines.
As soon as the shutdown ended, this delayed flow of liquidity started moving again. Now:
- The Fed once again has data it can use to justify a rate cut;
- Funds have reasons to start gradually returning risk capital, including to the crypto market.
It is usually in such moments that a cycle reversal happens: Bitcoin stabilizes, and attention begins to shift toward alts.
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XRP is back in the spotlight
The first serious signal has already appeared. In the DTCC systеm, the largest clearing and settlement center in the US, requests for spot XRP ETFs have shown up. The market reacted immediately: over the week, XRP gained almost 20%.
It is important to understand that being listed in DTCC does not mean approval yet. It means that:
- the infrastructure is already prepared;
- the documents have been submitted and processed;
- issuers are in a waiting mode and looking at the SEC decision.
In other words, XRP is literally on the starting line.
If the SEC does give the green light, XRP will become the third cryptocurrency with its own spot ETF, after Bitcoin and Ethereum. This is not just a label. It means:
- a direct bridge between crypto and traditional finance;
- an ability for funds, brokers, and pension companies to invest in the token without using crypto exchanges;
- a new wave of liquidity and a more stable market.
This is exactly how it began with Bitcoin: after the ETF launch, billions of dollars flowed into the market and the price moved into a new growth cycle. If XRP even partially repeats this path, it will become one of the key events of the year.
The US is building a foundation for an institutional crypto market
The SEC already has more than 150 ETF applications on the table – from single-asset products to DeFi indexes. Analysts expect the number of such funds to exceed two hundred within a year.
This means that crypto is no longer just an “alternative”. It is becoming part of the traditional financial market, where large players can gain exposure through regulated instruments they are already used to.
Every new ETF application is another channel through which institutional capital can enter the industry. Step by step, a new architecture is forming: crypto becomes a built-in element of the financial ecosystem.
The accumulation phase and quiet preparation for altseason
A natural question: if everything is so positive, why does the market look sluggish? The answer is simple: expectations are already priced in, and right now we are in a phase of careful position building.
- big money is only just starting to come back;
- retail investors are still scared by past volatility.
Take a look at Bitcoin dominance. Each time it reached the upper boundary of the global trend (in 2019, 2021, and 2023), the market shifted into a phase where capital flowed into altcoins. Today we are once again at that boundary.
History repeats itself: first Bitcoin rises and captures attention, then it stabilizes, and at that moment the flow of liquidity into alts begins.
Fear and doubt are the perfect environment for market makers: while retail is leaving the market and locking in losses, large players at this time accumulate positions. And when the weak hands are flushed out, a sharp move begins.
Altcoins that funds are watching right now
The market is currently discussing several key coins not because of social media hype, but because there are real events and fundamental shifts behind them.
Starknet (STRK)
- The coin has doubled in price in a short period of time.
- The fundamentals remain controversial: large airdrops at launch diluted investor interest.
- The current growth is largely driven by emotions and speculation.
Monero (XMR)
- Interest in privacy coins is growing again.
- Regulatory pressure makes the topic of confidentiality even more relevant.
- For many, Monero is a symbol of financial freedom.
Uniswap (UNI)
- The team is preparing a major relaunch called Unification.
- The tokenomics will be updated: part of the tokens will be burned, and fees will be redistributed in favor of holders.
- The goal is to turn UNI into a token that creates real value and cash flow.
XRP
- The main focus of Wall Street’s attention.
- Funds are preparing infrastructure for trading in advance.
- Serious volumes of liquidity are expected if the ETF is approved.
Solana (SOL)
- There is a strong inflow of capital into Solana based products and funds.
- Over the past two weeks, more than 340 million dollars has been invested.
- Investors see the price correction as an opportunity to enter at a discount.
- Network activity is growing: the number of transactions, active wallets, and integrations is increasing.
What comes next
The end of the shutdown has removed the last major barrier. Now:
- the US government is operating in normal mode again;
- the Fed is preparing to move towards rate cuts;
- funds are returning to risk assets.
Typically, this exact combination is what launches a new growth phase.
Right now there is not much liquidity and price action looks weak. But in reality, the market is standing at the start of a new cycle. When capital begins to flow into crypto on a massive scale, there will be no time left to “think a bit longer”.
As history shows, the first to grow are projects with strong fundamentals, an ecosystem, and the trust of funds. It is precisely now, in this relatively quiet period, that the foundation of the next altseason is being laid – the one in which such projects can show real multiples.