According to Sygnum’s third-quarter 2025 investment outlook, a long-term expectation spin towards AltCoins may be underway in improving regulatory clarity, growth in liquidity and surge in OnChain activity.
Earlier this year, geopolitical tensions and U.S. fiscal uncertainty led to a sell-off in the altcoin sector. However, digital banks are Report Share with Cointelegraph.
“As regulatory clarity expands to Altcoins, capital can turn to projects with real economic use cases and sustainable token models, and perhaps, as some sectors have shown, this shift is already underway,” Sygnum wrote.
The report also noted Bitcoin’s advantage declinesThis has been achieved at the highest levels of geopolitical and trade-related macro pressure since 2021, but has recently fallen by 6% due to capital return to subsidies.
Related: Genius behavior sparks a wave of “killer apps” and new payment services: Sygnum
Bitcoin hits new highs in supply squeeze
The report says Bitcoin’s liquidity trends (BTC) remains “extremely bullish” as the ongoing supply and demand imbalance has led to the largest cryptocurrency as market value reaches new all-time highs. BTC hit ATH above $123,000 on July 14.
“Bitcoin spot ETF now exceeds $160 billion in managed assets, amassing more than 110,000 BTC in the last quarter alone,” Sygnum wrote.eth) Subsequently, exchange balance, ETF inflow and nearly 30% of the liquid supply.
The narrative of Ethereum is Successful Pectra upgrade“Pile covers have been improved and some protocol improvements have been introduced.” As the United States, regulatory clarity has strengthened this trend The Securities and Exchange Commission clarifies points for the agreement “It does not belong to the securities law.”
Sygnum said Ethereum “ultimately broke its long-term downward trend”, citing a surge in institutional demand. Sharplink is Plan $1 billion in ETH allocationand the Wall Street Giants’ initiatives for fresh tokenization and stability, including BNY Mellon,,,,, Sociétégénérale Trump-backed USD1 Stablecoin is being launched on Ethereum.
Related: Bitmine’s $1B repo program prefers more ETH – currently
DEX market share reaches 30%
Dispersed communication Records reached last quarterAfter Memecoin launched, it captured 30% of all cryptocurrency transactions, pushing DEX volume to $530 billion. The report notes that the trend is led by Pancakeswap on the BNB chain, and Solana’s pumping quickly surpassed Raydium.
Defi Lending also hit an all-time high of $70 billion, with liquid content exceeding 30% of Ether’s supply. “The Defi Lendent division is one of the strongest beneficiaries of market rally, and active lending on Ethereum soars to new all-time highs as investors take on greater risks and leverage risks,” Sygnum wrote.
However, the bank warns that the current altcoin momentum could trigger another MEMECOIN bubble, which, if not checked, history suggests that could end with a sharp correction.
Magazine: Crypto Trader “fools himself” with price predictions – Peter Brandt
