Crypto costs will seemingly be spurred by crypto market construction laws, stablecoins and a flood of exchange-traded merchandise (ETP) within the fourth quarter, analysts advised Cointelegraph, after property tied to digital treasuries dominated during the last quarter.
In a report launched on Thursday, crypto asset supervisor Grayscale’s analysis group said that crypto market construction laws within the US, the CLARITY Act, represents “complete monetary providers laws,” and might be “a catalyst for deeper integration with the standard monetary providers trade.”
In the meantime, the Securities and Change Fee’s approval of a generic listing standard for commodity-based ETPs may additionally spark inflows as a result of it will increase the “variety of crypto property accessible to US traders.”
The researchers additionally stated “crypto property needs to be anticipated to profit from Fed price cuts,” with the Federal Reserve slashing charges for the primary time since final yr on Sept. 17, with extra presumably on the best way.
Though JPMorgan CEO Jamie Dimon forged doubt on extra price cuts, and said on Monday that he thinks the Fed can have a tough time chopping the rate of interest except inflation drops.
Stablecoin chains may emerge as winners this quarter
Talking to Cointelegraph, Edward Carroll, head of markets at crypto and blockchain funding agency MHC Digital Group, stated he expects stablecoin growth to be a key driver of returns in This autumn.
US President Donald Trump signed the GENIUS Act into legislation in July. It’s geared toward establishing clear guidelines for fee stablecoins, however continues to be awaiting closing rules earlier than implementation.
“This needs to be constructive medium- to long-term for any chain getting used for stables, Ethereum, SOL, Tron, BNB, Eth layer 2s, however extra essentially to the businesses constructing and offering the merchandise to market,” Carroll stated.
On the identical time, he predicts institutional applications of tokenization will begin to acquire traction, as bigger gamers begin to pursue extra tokenized cash market funds, financial institution deposits, and exchange-traded funds (ETFs).
Bitcoin and altcoins may have a bumper quarter, too
Pav Hundal, lead analyst at Australian crypto dealer Swyftx, advised Cointelegraph that extra money is flowing into crypto by funds and automatic contributions, and a Bitcoin (BTC) rally towards the tip of the yr will gasoline an altcoin surge in This autumn.
A report from monetary providers firm River released earlier this month found that ETFs are gobbling up, on common, 1,755 Bitcoin per day in 2025.
“Until the market is kneecapped by one thing sudden, Bitcoin will seemingly hit new highs earlier than the tip of the yr, and that can gasoline altcoins,” Hundal stated.
“It’s been a rotational marketplace for all of 2025, with alt cash performing effectively after an preliminary Bitcoin rally. I don’t see any purpose for that sample to vary now. The highest performers throughout rotations have been memecoins and DeFi purposes like Pump.enjoyable, Hyperliquid and Aster.”
Final quarter, Hundal stated the massive theme was US-listed corporations changing to digital asset treasuries, with Ether (ETH), Solana (SOL) and Hype rising as the highest performers in the previous few months.
Associated: Crypto treasury share buybacks could signal a ‘credibility race’ is on
DeFi revenue-generating initiatives is also a winner
Henrik Andersson, chief funding officer of Apollo Crypto, advised Cointelegraph he expects This autumn to incorporate ETF approvals within the US, together with for staked property, and the CLARITY Act to cross.
“On a sector foundation, we imagine revenue-generating initiatives in DeFi will proceed to carry out very effectively. Stablecoins and RWA will very seemingly proceed to be main themes general.”
Nevertheless, he additionally stated “price reduce expectations within the US may disappoint because the financial system and labor market seemingly are doing higher than the Fed feared when it lowered charges.”
Andersson stated that within the third quarter, Hyperliquid and Pump buybacks made massive waves in crypto markets, together with the “proliferation of digital asset treasuries.”
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