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Cryptocurrency values are anticipated to be propelled by crypto market framework regulations, stablecoins, and a surge of exchange-traded products (ETP) in the fourth quarter, analysts mentioned to Cointelegraph, following a period where assets linked to digital treasuries prevailed in the prior quarter.
In a publication issued on Thursday, the research division of crypto asset manager Grayscale stated that crypto market framework regulations in the US, the CLARITY Act, signifies “comprehensive financial services regulations,” and could act as “a catalyst for enhanced integration with the conventional financial services sector.”
Simultaneously, the Securities and Exchange Commission’s endorsement of a general listing criterion for commodity-based ETPs might also ignite inflows as it expands the “number of crypto assets available to US investors.”
The analysts further mentioned that “crypto assets are expected to gain from Fed rate reductions,” with the Federal Reserve decreasing rates for the first occasion since last year on September 17, with additional cuts potentially forthcoming.
Even though JPMorgan CEO Jamie Dimon expressed skepticism regarding further rate reductions, and remarked on Monday that he believes the Fed will struggle to lower the interest rate unless inflation diminishes.
Stablecoin networks might emerge as champions this quarter
In conversation with Cointelegraph, Edward Carroll, head of markets at crypto and blockchain investment company MHC Digital Group, mentioned that he anticipates expansion of stablecoins to be a significant factor in returns in Q4.
US President Donald Trump enacted the GENIUS Act in July. This legislation is designed to create clear guidelines for payment stablecoins but awaits final regulations before taking effect.
“This should bode well in the medium- to long-term for any chain utilized for stable assets, including Ethereum, SOL, Tron, BNB, and Eth layer 2s, but more importantly for the firms developing and providing the products to the market,” Carroll noted.
Concurrently, he predicts institutional applications of tokenization will begin to gain momentum, as larger entities concentrate on more tokenized money market funds, bank deposits, and exchange-traded funds (ETFs).
Bitcoin and altcoins may experience a prosperous quarter, as well
Pav Hundal, lead analyst at the Australian crypto brokerage Swyftx, informed Cointelegraph that increased capital is entering the crypto space through funds and automated contributions, with a Bitcoin (BTC) surge toward year-end expected to trigger an altcoin boom in Q4.
A report from financial services firm River published earlier this month indicated that ETFs are acquiring, on average, 1,755 Bitcoin daily in 2025.
“Unless the market is hindered by unforeseen events, Bitcoin is likely to reach new peaks prior to the year’s close, which will subsequently energize altcoins,” Hundal stated.
“It’s been a rotating market throughout 2025, with altcoins performing notably after an initial Bitcoin surge. I see no reason for this trend to alter now. The top performers during these cycles have been memecoins and DeFi applications like Pump.fun, Hyperliquid, and Aster.”
In the previous quarter, Hundal remarked that the central theme was US-listed firms transitioning to digital asset treasuries, with Ether (ETH), Solana (SOL), and Hype appearing as the standout performers in the past few months.
Related: Crypto treasury share buybacks may indicate a ‘credibility race’ is underway
DeFi revenue-generating ventures might also see success
Henrik Andersson, chief investment officer of Apollo Crypto, shared with Cointelegraph his expectation for Q4 to encompass ETF approvals in the US, including those for staked assets, and the CLARITY Act to be enacted.
“On a sector-wise basis, we believe that projects generating revenue within DeFi will persist in performing exceptionally well. Stablecoins and RWA are expected to remain significant themes overall.”
Nonetheless, he also observed that “anticipations for rate cuts in the US may lead to disappointment as the economy and job market appear to be faring better than the Fed had anticipated when it reduced rates.”
Andersson noted that in the third quarter, Hyperliquid and Pump buybacks caused significant ripples in crypto markets, alongside the “expansion of digital asset treasuries.”
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