Bitcoin held at $83,961, up 0.33%, while Ethereum steadied at $2,687 as crypto ETF inflows resumed with $296 million in daily net inflows. Infrastructure tokens led the altcoin market, with AERO, KAS and QNT rising 15.2%, 14.7% and 13.3%, respectively, while XRP and ZEC declined 2% and 3% on profit-taking. The broader market had a total capitalization of $2.88 trillion and $70.20 billion in trading volume. Macro conditions remain mixed: an extended U.S.-China trade truce reduced tariff risks, but mortgage rates above 7%, 10-year Treasury yields at 5.17% and the Federal Reserve's 3.75%-4% stance continued to pressure risk assets. SEC (U.S. securities regulator) staff FAQs said staking receipt tokens and functional network maintenance generally avoid securities classification under the Howey test, offering non-binding guidance on ETH compliance while the CLARITY Act remains stalled. Other developments include possible tighter European oversight of stablecoin lending, new Indian crypto reporting requirements from April 2026, and Coinbase's proposal to include digital assets in Trump Account qualified investments. U.S. spot Bitcoin ETFs drew $2.84 billion over six consecutive days, reversing a $5.8 billion July deficit and making 2026 net inflows positive by roughly $800 million. Traders are also watching Ethena's end of USDe incentives on Sep. 29, LayerZero's suspension of DVN and Executor services for 13 chains on Sep. 30, China's September PMI release on Oct. 1 and U.S. nonfarm payrolls data on Oct. 2.