Cardano’s native token ADA has rebounded nearly 100% from its late-June low and recently traded above $0.27. Santiment said that during a roughly 10% price rise from Oct. 3 to Oct. 5, ADA open interest increased about 25% to over $300 million. Open interest measured in ADA also rose about 13%. The data suggest the move was not driven solely by short covering, but also by new long positions entering the market.

Strategy disclosed it bought 334 BTC for about $28.7 million and repurchased $176 million of STRC, lifting its Bitcoin holdings to 848,000 BTC as of 10/4/26. Peter Schiff said Bitcoin’s price could reverse if technology stocks retreat. Bitcoin was trading around $86,000, up more than 4% over seven days, but still down 30% year over year. Strategy reported a $21 billion gain on digital assets in Q3 2026.

The total cryptocurrency market capitalization rose 11.0% in September to about $2.99 trillion, according to a monthly report from Binance Research dated October 1, 2026. Over the same period, the Federal Reserve lifted its benchmark rate by 25 basis points to 3.75-4.00%, its first increase since 2023. In Washington, the CLARITY Act failed to advance in the Senate after a 49-50 cloture vote. Spot Bitcoin ETFs recorded $3.49 billion of net inflows for the month, turning 2026 flows positive for the first time.

BTC rose 2.30% to USD 86,708 as the total crypto market gained 1.81%; short liquidations and a USD 90,000 positioning cluster frame the next test.

XRP supply dynamics have shifted, with data showing about 1.6B XRP leaving exchanges over the past two weeks. Since April, total XRP held on exchanges has fallen from roughly 12.9B to 11B. Over the same period, spot XRP ETFs have accumulated around 1.16B tokens, moving supply away from venues where it can be sold immediately.

Bitcoin pushed through a $85,000 sell wall that had repeatedly capped earlier advances, then set an intraday high at $87,000. Glassnode said some sell orders were filled and the rest withdrawn, leaving thinner visible sell-side liquidity above $87,000. The market is also showing an accumulation pattern similar to formations seen in March and April 2025 that preceded sharp rallies. Traders have now raised their target to $100,000.

U.S. Commerce Department data showed August PCE inflation rose 3.4% year on year, below the 3.7% forecast, while core PCE came in at 3.0% versus expectations of 3.3%. Inflation-adjusted consumer spending, meanwhile, posted its biggest monthly increase since March 2025, rising 0.6% on the month. The mix of easing inflation and resilient demand has left the Federal Reserve’s policy path unclear, keeping bitcoin trading in a choppy, wait-and-see pattern.

Cardano’s ADA rose about 23% in September but is now facing a cluster of bearish signals. Over the past week, futures open interest fell 9% from nearly $2 billion to about $1.81 billion. Since September 20, large holders have sold 90 million ADA worth around $22.5 million, while the token’s valuation has dropped 10% over the same period. Analysts highlight $0.24 as a key midrange support, with a break potentially opening the way to $0.21.