A heavy 24-hour news cycle in crypto brought a mix of regulation, market structure, fundraising and ETF flow updates. SEC Chair Paul Atkins said the long-watched Clarity Act is scheduled for a Sept. 15 Senate vote and said he expects the bill to pass before heading to the president for signature. He also said U.S. regulators are revising old rules to fit the blockchain and crypto-asset era, and noted that the SEC had already sent a custody proposal to the White House. Separately, Kraken parent Payward has reportedly pushed its long-anticipated IPO to as early as the second quarter of 2027. The company had previously paused a multibillion-dollar listing plan, even after filing a confidential S-1 in November 2025 and raising $800 million at a $20 billion valuation. Other stories in the roundup included Thailand’s finalized crypto travel rule taking effect on Feb. 27, 2027, Ondo’s call for U.S. oversight of stock-linked perpetuals, Bybit’s appointment of Sean Ballard to lead derivatives and institutional business, and new ETF data showing a $101 million daily net inflow for U.S. spot bitcoin ETFs while spot ether ETFs posted a $48.08 million net outflow.

In July, Bitcoin recovered from $58,566 to $62,897 (+7.39%), Ethereum surged 18.68% with $347.4M in ETF inflows, while Solana dropped 0.93%. Capital concentrated on core assets; altcoin season failed to materialize. A trend-following strategy reduced maximum drawdown from 53.05% to 13.61%. Key signals for August: BTC trend, ETH/BTC strength, and altcoin breadth.

U.S. spot crypto ETF flows split sharply on Wednesday, with Bitcoin funds attracting $101.15 million while spot Ethereum and XRP ETFs both slipped into net outflows after extended winning runs. Data cited by SoSoValue and Decrypt showed Ethereum ETFs ended a 12-session inflow streak that had brought in $1.62 billion, posting a $48.08 million outflow for the day. XRP ETFs also reversed course after 11 straight sessions of inflows, recording a $7.2 million withdrawal after adding about $170 million during that stretch and lifting cumulative inflows to $1.68 billion. Bitcoin funds moved the other way, rebounding from Tuesday’s $236.5 million outflow with fresh inflows led by BlackRock’s IBIT. The divergence extended beyond ETH and XRP, as Solana ETFs also posted outflows, leaving Bitcoin as the only one of the four major crypto ETF categories to advance that day. Decrypt said the pattern pointed less to a broad retreat from crypto and more to capital consolidating into Bitcoin, while also noting market expectations and macro concerns tied to Federal Reserve rate outlooks.

US-listed spot Ether and XRP exchange-traded funds both broke their recent inflow streaks on Wednesday, while Bitcoin funds moved the other way. According to SoSoValue, spot Ether ETFs posted $48 million in net outflows, ending a 12-trading-day run that had brought in $1.62 billion. Farside Investors data showed BlackRock’s iShares Ethereum Trust ETF (ETHA), Fidelity Ethereum Fund (FETH), and Grayscale Ethereum Staking ETF (ETHE) led the Ether-side withdrawals, although BlackRock’s staked Ether ETF (ETHB) drew roughly $53 million and offset part of the losses. Spot XRP ETFs also turned negative, recording $7.2 million in net outflows after an 11-session inflow streak that had added about $170 million and lifted cumulative inflows to around $1.68 billion. Bitcoin ETFs, by contrast, took in $101.2 million on Wednesday after seeing $236.5 million in net outflows a day earlier. The reversal in flows came alongside weaker crypto prices over the past seven days, with Ether down 3.4%, XRP down 2.4%, and Bitcoin down 1.3%, according to CoinGecko.

According to SoSoValue, spot Ethereum ETFs recorded a net outflow of $48.08 million on September 2, 2026. BlackRock's Staked ETH ETF (ETHB) led inflows with $52.91 million, bringing its cumulative net inflow to $758 million. 21Shares TETH followed with $2.03 million. BlackRock's ETHA saw the largest outflow of $53.35 million, though its cumulative net inflow remains at $12.744 billion. Total AUM stood at $14.995 billion, with cumulative net inflows of $13.025 billion.

Spot Ethereum exchange-traded funds in the U.S. recorded $10.9528 million in net inflows on Sept. 1, Eastern Time, according to SoSoValue, extending their inflow streak to 12 consecutive trading days. BlackRock’s Staked ETH ETF, ETHB, led the daily additions with $11.2001 million, bringing its cumulative net inflows to $705 million. Fidelity’s FETH followed with $4.812 million in daily net inflows and cumulative net inflows of $2.286 billion. On the outflow side, Grayscale’s Ethereum Trust ETF, ETHE, saw the largest daily net outflow at $7.3977 million, with historical cumulative net outflows reaching $5.354 billion. As of publication, total net assets across spot Ethereum ETFs stood at $15.212 billion. Their net asset ratio, measured as a share of Ethereum’s total market capitalization, was 5.21%. Historical cumulative net inflows for the category reached $13.073 billion.

FarsideUK data showed that U.S. spot Bitcoin exchange-traded funds recorded combined net outflows of $236.5 million on Sept. 1. BlackRock’s IBIT led the withdrawals with $201.2 million in net outflows, followed by Fidelity’s FBTC with $43.7 million. Bitwise’s BITB was the only named Bitcoin fund in the report to post a net inflow, adding $8.4 million, while all other BTC ETFs reported zero flows for the day. In the U.S. spot Ether ETF segment, total net inflows reached $8.6 million. ETHB brought in $11.2 million and FETH added $4.8 million, while ETHE recorded net outflows of $7.4 million. BlackRock’s ETHA and the rest of the Ethereum ETF products posted zero flows on the day. The figures reflect a split session, with Bitcoin products seeing notable withdrawals and Ether products ending the day modestly higher.

As reported by ChainCatcher, citing data from SoSoValue, Ethereum spot ETFs recorded $102 million in total net inflows. Among all Ethereum spot ETFs, Blackrock's ETHA saw the strongest single-day net inflow, coming in at $83.79 million. That brought ETHA's historical total net inflows to $12.737 billion. Blackrock's Staked ETH ETF, ETHB, placed second with a single-day net inflow of $42.64 million, and its historical cumulative net inflows now stand at $694 million. On the outflow side, Fidelity's FETH saw the largest single-day net outflow, which came to $24.26 million. Even after that withdrawal, FETH's cumulative net inflows still amount to $2.272 billion. As of press time, Ethereum spot ETFs had total net assets of $15.233 billion. The ETF net asset ratio — the share of these funds' combined value relative to Ethereum's total market capitalization — reached 5.2%. The all-time cumulative net inflow for Ethereum spot ETFs has reached $12.975 billion.