Crypto prices are likely to be spurred by the flood of crypto market structure laws, stubcoins and exchange-sold products (ETPs) in the fourth quarter, analysts told Cointelegraph after assets related to the Digital Treasury were taken over in the fourth quarter.
In a report released Thursday, researchers at Crypto Asset Manager Grayscale said the Clarity Act, a law for US crypto market structure, represents a “comprehensive financial services law” and could be “a catalyst for deeper integration with the traditional financial services industry.”
Meanwhile, the Securities and Exchange Commission’s approval of general listing standards for product-based ETPs could also trigger an influx, as it increases the “number of crypto assets available to US investors.”
The researchers also said, “Crypto Assets should be expected to benefit from Fed rate reductions.” The Federal Reserve said it could cut its cut rates for the first time on September 17th last year.
JPMorgan CEO Jamie Dimon has raised questions about more interest rate cuts and believes the Fed will struggle to cut interest rates unless inflation drops on Monday.
Stablecoin chains could emerge as winners of this quarter
Speaking to CointeLegraph, Edward Carroll, market head of Crypto and Blockchain Investment Firm MHC Digital Group, said he expects Stablecoin Growth to be a key driver for fourth quarter returns.
US President Donald Trump signed the Genius Act in July. This is intended to establish clear rules for payment stability, but awaits final regulations before implementation.
“This should be medium to long term for the chain used for stable, Ethereum, Sol, Tron, BNB and ETH tier 2, but more essentially we’re building our products and offering them to the market,” Carroll said.
At the same time, he predicts that as larger players begin to pursue more tokenized money market funds, bank deposits, and exchange sales funds (ETFs), institutional applications of tokenization will begin to gain traction.
Bitcoin and altcoin also have a bun park quarter
Pav Hundal, lead analyst at Australia’s Crypto Broker Swyftx, told Cointelegraph that more money is flowing into the crypto through funds and automated contributions, and Bitcoin (BTC) rally towards the end of the year will burn the fourth quarter Altcoin Surge.
A report by Financial Services Company River, released earlier this month, found that ETFs averaged 1,755 bitcoins per day in 2025.
“Unless the market is tied to something unexpected, Bitcoin will hit new highs by the end of the year, which will fuel altcoins,” says Hundal.
“It’s all the revolving markets in 2025, and Altcoin is working well after the first Bitcoin rally. There’s no reason for that pattern to change now.
Last quarter, Hundal said that Ether (ETH), Solana (SOL) and hype have emerged as top performers in the past few months and are US listed companies that converted to the Treasury of Digital Assets.
Related: Crypto Treasury stock buybacks could indicate “reliability race” is on
Defi revenue-generating projects could also be winners
Henrik Andersson, chief investment officer at Apollo Crypto, told Cointelegraph he hopes Q4 will include ETF approvals in the US, including piling assets.
“Based on the sector, we believe that revenue-raising projects at Defi will continue to continue to function very well. Stablecoins and RWA are very likely to remain a major theme overall.”
However, he also said, “US rate expectations can be disappointing as the economy and labor market appear to be better than feared when interest rates are reduced.”
Anderson said high lipid and pump buybacks had caused a major wave in the crypto market during the last quarter, along with a “surge in the Digital Assets Treasury Department.”
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