Market Overview

Crypto majors rallied together Thursday, with bitcoin reclaiming the $81,000 handle after a 5.3% session gain and every top-four asset closing green. XRP led the tape at +8.8% ↑, ether pushed back above $2,500, and Solana extended its 30-day streak to +15.6% ↑. The synchronized move across four uncorrelated narratives is consistent with broad risk-on positioning rather than an asset-specific catalyst.

Asset Price Analysis

Bitcoin closed at $81,456, extending its 30-day gain to +13.7% ↑ even as the seven-day print remains marginally red at -0.6% ↓. That gap — strong monthly, flat weekly, sharp daily — points to a market that spent last week digesting and used Thursday to reclaim ground rather than break new territory. Resistance sits at the prior consolidation ceiling near $82,500; support has firmed at $78,000.

Ether posted the second-largest daily move at +4.8% ↑, closing at $2,505.56. The seven-day print remains negative at -3.7% ↓, meaning Thursday's rally clawed back roughly a session's worth of the week's damage but did not fully reverse it. ETH continues to trade as the laggard among the majors on a rolling basis, though intraday leadership shifted its way alongside XRP.

Solana closed at $105.02, a fourth green session on a rolling seven-day basis and the standout on 30-day momentum. XRP led all majors at $1.47, up +8.8% ↑ on the day and reclaiming the $1.45 area that acted as resistance through much of August.

Stablecoin Flows

Stablecoin aggregates painted a mixed picture. USDC supply expanded by $115M to $73.8 billion, according to InflowScan data, while USDT contracted by $383M to $182.9 billion. The divergence — expansion in the on-chain-native stablecoin, contraction in the offshore-dominant one — is consistent with prior episodes of Western-hours risk appetite rather than a broad dry-powder rebuild.

ETF Flow Context

Issuer reports for Thursday's session have not yet settled and will be reflected in Friday's pre-market brief. Wednesday's settled tape, per InflowScan data, showed +$70.2M ↑ in net inflows across spot crypto ETFs, with BlackRock's IBIT absorbing +$115M ↑ and its ether product ETHB adding +$54M ↑. Grayscale's legacy GBTC registered -$56M ↓ and BlackRock's ETHA logged -$54M ↓ — the ETHA/ETHB split points to intra-issuer share-class rotation rather than fresh ether redemptions. That modest positive settled tape provided the pre-existing bid backdrop into Thursday's rally, though the day's price action ran well ahead of what Wednesday's flows alone would explain.

Outlook

Friday's pre-market brief will carry Thursday's settled ETF flow figures — the key question is whether the rally drew fresh issuer inflows or whether spot bid did the work independently. On price, bitcoin's $82,500 resistance and ether's $2,550 area are the levels to watch on any follow-through. A failure to hold Thursday's gains into the weekly close would leave the seven-day picture unchanged and reframe today's move as a technical bounce; a clean weekly close above these levels would be consistent with the 30-day trend reasserting.