BTC Spot ETFs Record Net Inflows for Eight Consecutive Days【MEXC Alpha Trader – Daily Market Brief (September 30, 2026)】

I. Macro & Market Sentiment

· Market Data: BTC $83,413.00 (+0.45%) | ETH $2,671.21 (+0.21%) | SOL $119.42 (+1.96%)

· Market Sentiment: Funding Rate +0.0060% | Fear & Greed Index 71 (Greed)

· Interest Rates: The 30-year U.S. Treasury yield rose to 5.612%, its highest level since June 2002, with long-end discount rates continuing to constrain risk-asset valuations. Read more

· Policy: CME FedWatch shows a 68.1% probability of a 25-basis-point rate hike in October, while divergence over the policy path remains a factor in liquidity pricing. Read more

II. Trading Signals / Hot Topics

· [Today's Focus] BTC | Spot inflows and deleveraging point to a more stable market structure.

· As the market's primary liquidity anchor, BTC spot ETFs have recorded net inflows for 8 consecutive days, with $31 million in single-day inflows; open interest has fallen nearly 20% from its August low and is now at its lowest level since March.

· Analysis: The divergence between ETF flows and open interest suggests that incremental demand is increasingly coming through spot channels rather than leveraged positioning, reducing sensitivity to cascading liquidations.

· Read more: 1 2

· [Market Watch] ETH | ETF allocations and treasury staking are jointly tightening circulating supply.

· As a value layer for stablecoin, RWA, and L2 settlement, ETH spot ETFs have posted net inflows for 7 consecutive days, including $17.1 million in single-day inflows; SharpLink added 42,074 ETH to its staking position.

· Analysis: Spot allocations and staking lockups affect demand and circulating supply respectively, extending ETH's capital structure toward yield-bearing holdings.

· Read more: 1 2

· [Unusual Move] NEAR | A spot ETF incorporates staking yield, expanding institutional access.

· As a high-performance public blockchain asset, Bitwise has launched NRR, a NEAR spot ETF listed on the New York Stock Exchange, and plans to stake its holdings for average rewards of approximately 5%.

· Analysis: The product combines spot exposure with on-chain yield in a standardized vehicle, shifting the pricing focus beyond token volatility to staking-yield characteristics.

· Read more: 1

III. Regulation & Major Events

· U.S. / SEC | Token buybacks may not constitute investment contracts if no centralized entity controls them and no returns are promised, providing a framework for assessing DeFi value-capture mechanisms. Read more

· U.S. / Coinbase | Coinbase Clearing has received approval as a derivatives clearing organization and will support native USDC collateral and 24-hour settlement. Read more

· U.S. / SEC | SEC Chair Paul Atkins said he hopes to advance the on-chain migration of equity markets, lifting expectations for capital-market tokenization. Read more

IV. Platform-Exclusive Benefits

· Loss Compensation Campaign (Phase 3) (Futures)

· Alpha Trader September Welcome Campaign (Futures)

· Alpha Trader September Trading Competition (Futures)

━━━━━━━━━━━━━━━━━━━━━━

Recommended Reading: MEXC On-Chain Daily Report: Chainlink Connects 17 Banks for SWIFT Tokenized Deposit Pilot

DISCLAIMER - AI-GENERATED CONTENTS

This report is generated by an artificial intelligence (AI) system that automatically collects and synthesizes information from third-party public sources. It is provided on an "AS IS" basis for informational purposes only. We do not warrant that the report is accurate, complete, or error-free. AI may misinterpret data or omit critical information. AI may also generate factually incorrect or fabricated content, including false citations or conclusions. Treat this as a machine-generated product ONLY. The report relies on external sources over which we have no control. We do not verify their accuracy, and they may contain errors or misinformation.

THIS REPORT DOES NOT CONSTITUTE FINANCIAL, INVESTMENT, LEGAL, OR TRADING ADVICE. Nothing herein recommends buying, selling, or holding any asset. All investments carry substantial risk, including loss of principal. Past performance does not guarantee future results. Consult licensed professionals before acting.

You are solely responsible for verifying all information and for all decisions made based on this report.