U.S. spot Bitcoin ETFs recorded $2.65 billion in net inflows in September, their second-largest monthly total since October 2025, according to SoSoValue. Spot Ether ETFs drew $832.43 million, while Solana and XRP ETFs recorded $271.61 million and $121.40 million, respectively. Bitcoin ETFs attracted $102.7 million on Oct. 1, led by BlackRock's IBIT with $195.6 million, while Fidelity's FBTC saw $60.7 million in outflows. Bitcoin later rose to about $86,272 after reaching $86,912, as exchange spot netflow turned negative. The broader market update also included proposed U.S. crypto custody and swap-definition rules, U.K. tokenisation guidance, and a lawsuit challenging crypto trust charters. Midnight's NIGHT rose 24.34% to $0.0475, LayerZero's ZRO gained 18.43% to $1.99, and Sky's SKY advanced 18.07% to $0.0937. Bitmine Immersion Technologies surpassed 6 million ETH holdings valued at $17.2 billion, while Strategy's 847,666-BTC treasury was 78% tracked by Arkham. Matador Technologies issued $10.5 million in secured convertible notes to acquire 92 BTC, and Kalshi approached a $40 billion valuation in a funding round led by Sequoia Capital and Wellington Management.