U.Today 2026-09-18 00:00

SEC Rejects 19th XRP Short ETF While 비트코인 and 이더리움 Drop $1. 11 Billion: Main 암호화폐 News This Morning

SEC Rejects 19th XRP Short ETF While 비트코인 and 이더리움 Drop $1. 11 Billion: Main 암호화폐 News This Morning

Thecrypto market is showing a fragile relief bounce this morning, attempting to stabilize after a large-scale, two-day outflow of 기관 capital. A synchronized shock in the form of an unexpected Federal Reserve rate hike and the Senate's blocking of the CLARITY Act triggered panic selling: in just 48 hours, $1. 11billion flowed out of regulated spot 비트코인 and 이더리움 ETFs.

Amid this market drama, the U. S. Securities and 거래소 Commission (SEC) chose to maintain a strict administrative barrier, postponing the launch of Teucrium's leveraged inverse (short) XRP ETF for the 19th consecutive time.

At the same time, the 암호화폐 industry is demonstrating resilience. While major funds are recording an outflow of 유동성 from leading cryptocurrencies, opposing 기관 inflows were recorded in Solana (+$116. 9million) and XRP (+$3. 5million), while capital began a local rotation into specialized AI protocols and privacy-sector assets.

The main driver of market dynamics remains the record loss figure for the 기관 sector: over the past two days, net capital outflows from U. S. spot 비트코인 and 이더리움 ETFs alone totaled $1. 11billion.

Major asset managers shifted to an emergency evacuation of capital into cash after two consecutive political and macroeconomic shocks. First, the U. S. Senate failed to pass the historic CLARITY Act (49 votes in favor and 50 against), leaving the industry without clear rules of the road or defined judicial jurisdictions.

Second, the Federal Open Market Committee (FOMC) unanimously raised the benchmark interest rate by 25 basis points to a target range of 3. 75%–4. 00%, while maintaining a hawkish outlook for the remainder of 2026.

A fund-by-fund breakdown of SoSo Valuedata over the past two days reveals how uneven the panic has been. Of the total losses, approximately $746. 3million came from spot 비트코인 ETFs, while 이더리움 ETFs lost approximately $454. 2million.

At the same time, the SEC once again applied the bureaucratic brake. Through the procedural mechanism of a post-effective amendment, the agency moved the launch date of the Teucrium 2x Short Daily XRP ETF to October 11, 2026.

This is already the 19th postponement of the bearish product, which relies on derivatives swaps to provide inverse daily exposure to XRP.

As usual, the Commission provided no explanation, but the decision triggered only irony within the community. Former 리플 CTO andXRP Ledger architect David Schwartz sarcastically remarkedon social media that he was "looking forward to the opportunity to short this short fund, " highlighting the asymmetry in demand.

Large capital used the sell-off to buy, keeping the combined AUM of U. S. spot XRP ETFs stable at $1. 40billion, or approximately 3. 7% of the coin's total 시가총액.

Meanwhile, spot Solana ETFs recorded a record inflow of +$116. 90million, fully absorbing the negative sentiment coming from Wall Street.

블록체인 signals currently indicate that the wave of 기관 selling is far from over. On-chain trackers recorded that investment giant Black Rock initiated the transfer of large volumes of assets to the Coinbase Prime custody platform, moving 54, 096 ETH worth approximately $131. 7million and 2, 015 BTC worth approximately $153. 8million.

Such transactions traditionally precede settlements related to ETF share sales, pointing to a high probability that the funds will record net outflows at the close of this week.

While traditional funds were losing billions on Wall Street, the technological pulse of the industry sharply shifted toward alternative niches: autonomous machine payments and confidentiality-focused scaling systems.

The AI 암호화폐 sector demonstrated complete independence from macroeconomic pressure, gaining 4. 6% in 24 hours on a global 거래 volume of more than $2billion. The leaders of the rebound were Layer 1 protocols: Near Protocol (NEAR) jumped 15%, while Venice Token (VVV) gained 13%.

For the XRP ecosystem, the key driver came from an official release by 리플X, which rolled out version 1. 1 of its XRPL AI Starter Kit, adding native support for the Machine Payments Protocol (MPP) from Stripe and Tempo.

This allowsautonomous AI agentsto independently and instantly — within 3–5 seconds — pay for APIs, computing power, and data packages using XRP or the upcoming native RLUSD 스테이블코인 through integrated payment channels.

With the same narrative, Circle's Arc L1 블록체인 also entered 메인넷. Its native gas token is USDC, and the network is validated by a consortium comprising Black Rock, Visa, and Mastercard.

The XRPL itself is preparing to support this activity at the core level. The long-awaited Batch V1. 1 update, which enables the batch processing of up to eight transactions in a single bundle for AI and 기관 De Fi needs, reached 82. 9% validator support and entered the final automatic activation timer, scheduled for September 29, 2026, at 14: 06 UTC.

The Lending ProtocolV1_1 credit-pool protocol was also officially deployed in the code of xrpld 3. 4. 0.

The absolute anomaly of the day was the explosive rise of the privacy coin Zcash (ZEC), which surged beyond the $1, 350–$1, 400 range, increasing the project's 시가총액 to $23billion.

The parabolic rally triggered a massive short squeeze, trapping a large 기관 short position worth $51. 5million. That short is now more than $26million underwater.

The asset's move was driven by three hard factors: .

Point two is akin to saying that shareholders shouldn’t control a corporation. It anoints trusted third parties off-chain using pleasant-sounding words like “community. ” It creates sybil attacks and unending politics. Blockchains are markets, not democracies or aristocracies.

The growth of privacy-sector assets reflects a defensive market reaction. Against the backdrop of panic in the United States, capital is seeking rails protected from external administrative pressure and constant algorithmic monitoring of data.

Leading network indicators suggest that overall 유동성 at the close of the week will remain tightly concentrated in ecosystems with real technological utility or protection from U. S. regulators.

The market's risk profile requires investors to focus only on confirmed deadlines and macroeconomic triggers: .

출처: U.Today