 |
| By Beth Canova |
Your experts called it: The fourth quarter of 2025 will be volatile for the crypto markets.
October alone saw the worst liquidation event in crypto history. But that’s only half of the story.
Volatility doesn’t just trend down, after all.
The frequent ride between highs and lows can shake out weak investors. But for ones like you — prepared and set with a solid strategy — volatility can spell opportunity when it shakes things to the upside.
Which we saw firsthand as the Oct. 10 crash — which itself came after a new Bitcoin (BTC, “A-”) high north of $126,000 — was followed by the largest injection of capital to crypto ETFs in months.
That $921M in Inflows Turned Crypto’s Tide as institutional support finally reignited momentum in the markets after BTC hit low near $104,000.
(Which happened exactly on the date Juan Villaverde’s Crypto Timing Model highlighted, Oct. 17.)
And in her recent update, Marija Matić revealed one asset that, while not impacted by the liquidity infusion directly, has already begun to make impressive moves.
But the return of liquidity optimism wasn’t even the biggest ETF headline of the week!
3 New Crypto ETFs Just Hit the Market. One each for Solana (SOL, “B”), Litecoin (LTC, “C+”) and Hedera (HBAR, “B”).
Even more exciting is that the Solana ETF — the Bitwise Solana Staking ETF (NYSE: BSOL) — is the first to offer access to staking rewards for institutional investors.
If the Solana ETFs follow the same adoption curve as the Bitcoin and Ethereum funds, Bloomberg analysts project up to $3 billion in inflows over the next year.
But more exciting is how these three ETFs got their start. Because the U.S. government is still shut down. Meaning the SEC is not approving any applications right now.
Instead, these ETF issuers used Form 8-A filings to bypass the traditional SEC approval queue. According to Mark Gough, this sidestep has cracked open the door for a massive pipeline of more than 150 pending crypto ETF applications.
In short, expect more institutional involvement in the altcoin market in the coming months.
Especially as Bitcoin reaffirms its position as digital gold.
See, both Physical & Digital Gold Are Still Going Strong. In fact, after a year of hitting new highs, Goldman Sachs says the yellow metal could hit $5,000.
And, as Juan has explained before, Bitcoin follows gold by about six months.
That’s why, in his update, Bob Czeschin gives you three ways to play the gold narrative. Plus, he shows you how to learn about a fourth option that doubles as an income strategy.
Even the AI story is looking for a crypto boost.
Over the past few weeks, your tech expert Jurica Dujmovic has discussed the AI bubble … and how only a few AI companies are likely to survive.
This week, he reveals How Crypto Can Save AI — a sector set to transform industries across the board.
These bullish tailwinds — and his cycles analysis — are why Juan told his Weiss Crypto Portfolio Members yesterday that this bull market isn’t over.
Despite some faint yellow flags, he still expects to see Bitcoin go even higher before year end.
Which means you’ll have to power through the chop in the meantime. For that, I encourage you to keep up with your Weiss Crypto Daily updates for the timeliest information and actionable insights.
Best,
Beth Canova
Crypto Managing Editor
