Crypto Daily Brief — 2026-10-04
Ethereum faces selling pressure near $2.68K as ETF outflows rise, while Bitcoin holds above $85K following ETF inflows and supportive macroeconomic conditions. The broader market confronts a $766M hack toll from September, raising security concerns as institutional interest persists.
Crypto Daily Brief — 2026-10-04
Market Snapshot
| Asset | Price | 24h Change | Market Cap |
|---|---|---|---|
| Bitcoin (BTC) | $84,729.91 | +0.15% | $1.67T |
| Ethereum (ETH) | $2,690.71 | −0.45% | — |
| Solana (SOL) | $120.06 | +0.70% | — |
| BNB | $783.56 | +1.94% | — |
| XRP | $1.49 | +0.18% | — |
Total Crypto Market Cap: $2.95 Trillion (−0.64% 24h change)
Top Stories
Ethereum Faces Resistance at $2.8K Amid Growing ETF Outflows
Ethereum trades near $2.68K as ETF outflows challenge ETH's recovery momentum, with whale accumulation and the $3K price level still in focus. The decline reflects profit-taking following the recent rally and concerns over macroeconomic headwinds.
Citigroup Raises Bitcoin 12-Month Target to $113,000 on Renewed ETF Inflows
Financial services giant Citigroup has raised its 12-month bitcoin price target to $113,000, citing resumed exchange-traded fund inflows and supportive macroeconomic conditions. The upgrade follows Treasury bond buybacks and favorable sentiment shifts that lifted the broader cryptocurrency market.
NEAR Intents Suffers $3.8M Cross-Chain Exploit; Thief Returns Stolen Assets
The popular cross-chain trading system NEAR Intents was hit by a $3.8 million exploit on Friday that affected deposits and withdrawals across several networks. The exploit was followed by the attacker's return of all stolen assets a day later. This incident marks yet another blow to DeFi security in a record-breaking year of losses.
Regulation & Policy
September 2026 Crypto Hacks Hit Record $766M; North Korea's Campaign Dominates Losses
Crypto hacking losses reached $766 million in September 2026—the worst month of the year. North Korea's cyber campaign now accounts for over 37% of the $2.68 billion in total 2026 theft losses, according to security firm CertiK. Major incidents included breaches at Bitget and Liquid Network, underscoring persistent vulnerabilities in exchange and DeFi infrastructure.
NYSE and Blockchain.com Explore 24/7/365 Tokenized Stock Trading Partnership
The New York Stock Exchange and Blockchain.com are exploring a groundbreaking partnership to offer 24/7/365 tokenized trading of US stocks and ETFs. This initiative could redefine global trading infrastructure pending regulatory approval, representing a major step toward institutional crypto integration.
DeFi & On-Chain
September 2026 DeFi Exploits Surge; CertiK Tracks Systemic Vulnerabilities
DeFi protocols experienced heightened exploit activity in September, with $766 million stolen across multiple attacks. Security firm CertiK highlighted common attack vectors including flash loan exploits and smart contract bugs, as developers race to patch vulnerabilities before Q4.
Market Analysis
Bitcoin's recovery above $85K reflects renewed institutional appetite following ETF inflows and Treasury policy shifts. Ethereum's weakness at $2.68K signals distribution pressure, though technical support near $2.6K remains in focus. The Fear & Greed Index stabilized near neutral territory as macro volatility eases.
What to Watch
- Bitcoin dominance holding above 56% — key threshold for altcoin season signals
- Ethereum ETF redemption flows and potential reversal catalysts
- Federal Reserve stablecoin regulation framework implementation (GENIUS Act November deadline)
- Major DeFi protocol security audits and vulnerability disclosures
- Mid-month macro data (inflation reports, Fed commentary) affecting risk sentiment
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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