Category: News

For years the altcoin investment vibe was all about taking extra risk for those sweet returns Bitcoin just ain’t giving no more as the top dog. That’s the theory anyway. But rn picking the few alts that beat BTC over time is hella tough fr. Fresh data from Glassnode shows the issue only 9 of the 50 largest alts back at BTC’s peak last October have managed returns better than bitcoin itself since then.

Only 9 Out Of 50 Outshine 💀

The clear winner is Zcash (ZEC) which sits comfy at the top with almost 14.5 times BTC’s return over the stretch. HYPE comes second but way behind with gains around 2.9x. XMR and NEAR followed with 2.6x and 2.1x compared to BTC. UNI TRX LEO and TAO also snuck into the outperformers club. That leaves 41 of the original top 50 unable to beat just holding the largest coin. Even if some underperformed vs BTC tho they might not have lost in USD terms. It really highlights the opportunity cost when shifting capital away from bitcoin hunting for bigger altcoin wins.

This mess also reveals why the classic altseason narrative stays so tricky. Knowing a handful might crush it is worlds apart from spotting them early lol.

Only 9 of the top 50 altcoins have beaten bitcoin since its all-time high.

ZEC leads by a wide margin, up 14x against Bitcoin.

HYPE, XMR and NEAR follow at 2–3x. pic.twitter.com/HDAbtE4XRW

— glassnode (@glassnode) September 24, 2026

Altcoin Momentum Shifting Now 🌙

Glassnode’s fresh deeper market scan suggests alts have started fighting back harder lately. Over the past week more than 72% of tracked coins outperformed BTC compared to a peak of just 39 during that August breakout rally. They also spotted little sign of heavy derivatives leverage fueling the move since altcoin perpetual open interest barely budged over the last month.

This shift even nudged Glassnode’s Altcoin Cycle Signal into true altcoin season zone. Still the bigger picture tells a different tale. Glassnode noted earlier this month that alts climbed a ton in dollar terms without grabbing serious market share from bitcoin. The 90 day change in altcoin share stayed negative at -0.9% even while their combined market cap jumped 21% in the prior month. ✨🦇🖤🔮💀🌑🕸️👁️

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Just another echo from the void by iconofsin.eth 💖

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omg the recent bounce in ripple’s cross border token has pulled some wild long term charts back into the spotlight but this one skips btc and even the dollar entirely 💀. Instead my fave analyst egrag crypto is staring at xrp versus gold and saying the ratio might be cooking up a flip soon 🚀.

Can Xrp Actually Outpace Gold? 💎

the vibe isn’t that xrp is backed by gold or anything no it’s just their relative price action hitting a spicy inflection on the multi year chart 📈. Egrag has used this pair before to catch those moments when the token went parabolic against the metal lmao. his fresh setup screams the same thing could happen again if history rhymes fr. that would flip the script hard while gold has been vibing on safe haven flows from debt fears and global chaos 😈. xrp tho is still chilling way under its highs even after clawing back from the august dip to one dollar ✨. this whole take is basically relative value at its core xrp doesn’t need gold to crash it just needs to rip harder so the ratio shoots up. egrag is convinced both will happen tho gold pulls back and xrp explodes.

#XRP/#XAU – SOMETHING HAS TO GIVE US:

One of them will deliver the move:
GOLD dumps → XRP/XAU explodes higher
XRP pumps → XRP/XAU explodes higher
But my thesis? BOTH happen.

Gold retraces while #XRP accelerates , a powerful combination for this ratio.

Fib… pic.twitter.com/byiAaVQocc

— EGRAG CRYPTO (@egragcrypto) September 26, 2026

What About The Dollar Tho? 🤑

in another post egrag sketched a super speculative long term map where one point seven five dollars acts like a make or break zone outlined. staying above it could keep the door open for five to eight dollars or even thirteen in a crazy scenario. he tossed out three hundred sixty five dollars as a meme target but that’s ultra far out rn. fellow chartnerd spotted a multi year cup and handle on xrp that lines up with the same eight and thirteen dollar zones noted. whale accumulation is backing this up too with seven hundred twenty million dollars worth scooped lately 🔥.

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Just another echo from the void by iconofsin.eth 💖

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Institutions are sticking to their crypto bags super steady even thru all that market chaos between Q4 2025 and Q2 2026, says a fresh Bitwise survey 🖤.

Bitcoin Stays The Fav Among Big Players 💎

The team chatted with 15 institutions and none trimmed their exposure while prices dropped around 50%. Allocations still look small overall in those portfolios, ranging from 0.5% to 13% of investable assets, tho most sit between 1% and 2%. Their positions spread across ETFs, direct holdings, venture plays and hedge funds.
Institutions are not bailing on crypto fr. Some hold steady at current targets while others push toward bigger slices 🥀. A few shift away from locked up private deals and add market neutral moves to cut volatility so internal approvals feel less stressful. Bitwise noted the talk now centers on how much and which vehicles to use instead of the basic yes or no question 🌙.
Institutions take varied paths with Bitcoin, Ethereum and Solana. Bitcoin keeps the strongest conviction among everyone interviewed ✨. Every single one that holds crypto also owns BTC. Many view it as a store of value and hedge against currency issues, often likening it to gold. Some run it solo while others blend into market cap baskets that still leave roughly 80% of crypto exposure in BTC.
Ethereum and Solana face tighter scrutiny tho. Institutions that hold them typically run smaller positions with shorter timelines 💀. Their calls tie to specific adoption and value accrual hopes. Some skip both entirely since they see no clear link between blockchain activity and token value. Others treat them like venture tech bets, watching real world usage, transaction flow and fees.

ETFs Are Shaking Things Up 🚀

Spot crypto ETFs have flipped how institutions step into the space. Almost every investor surveyed already uses them or plans to soon 🕸️. Several switched from direct custody to ETFs citing lower costs, less ops hassle and easier reporting. Institutions still in private vehicles eye ETFs too for better liquidity and rebalancing flexibility.
Not everyone makes the swap tho. Some face rules blocking spot commodity exposure even via ETFs. Others crave direct asset control and build their own custody setups. One also flagged worries about public disclosure thru 13F filings 🦇.

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Just another echo from the void by iconofsin.eth 💖

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Omg these alloc init researchers just dropped the most sinister lil idea called shielded bitcoin 🖤 it’s all about hiding those btc transfers and keeping counterparties secret without touching any consensus rules or needing sketchy bridges.

The Privacy Layer Magic Unfolds ✨

Clara shikhelman mihail komarov and aleksei moskvin laid it out on their notion page with a slick design that pulls from zcash vibes but plants it right on bitcoin’s base layer using zero knowledge proofs instead of any middlemen. Bitcoin’s whole ledger is public so amounts timings and wallet links get exposed super easy tho this layers encrypted notes that hold the amounts and owner deets.

When alice sends to bob her wallet spits out those encrypted notes plus a proof confirming everything balances and she’s legit to spend without spilling the tea publicly 🔒 the indexers anyone can run verify proofs and track nullifiers to stop double spends lmao making it decentralized af.

They even split keys so you can have spending one viewing only and recovery keys for sharing bits without full access 🕸️

Bitcoin Privacy Choices Compared 💀

This slots in with coinjoin payjoin and silent payments that obscure ownership but leave amounts and graphs kinda visible still. Zcash is the closest but runs its own chain while shielded bitcoin builds directly off bitcoin history 🌙 grayscales been chatting how ai is linking wallets faster and shielded moves like this might turn essential soon 🦇

Check the full proposal here if you’re curious 🕷️ overall it’s giving major crypto edge vibes rn.

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Just another echo from the void by iconofsin.eth 💖

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