Crypto Markets Daily: Daily Briefing · 2 Jul 2026 · 5 min

Cantor's October 2026 Target, ETF Outflows & Solana Governance Goes Live

Cantor Fitzgerald pinpoints late October 2026 as the Bitcoin bear cycle bottom using three-cycle structural math — here's what it means for positioning. Plus: record BlackRock ETF outflows, Solana's on-chain governance launch, India's RBI rejects crypto legal status, the SEC opens an ETF framework review, and Trump's $500M crypto exposure.

Crypto Markets Daily: Daily Briefing
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Cantor's October 2026 Target, ETF Outflows & Solana Governance Goes Live

Audio is available on Spreaker — see link below.

What's covered

Bear Cycle Math October 2026

Cantor Fitzgerald is putting a date on the Bitcoin bear cycle bottom. Late October twenty twenty-six.

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Bitcoin ETF Record Outflows June

The cycle data lands in context of a rough June for institutional Bitcoin exposure. ETF outflows hit four point five billion dollars last month, a record.

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Solana Onchain Governance SGPs Live

Solana launched its onchain governance system this week, and the market responded immediately. SOL surged ten percent in twenty-four hours to eighty-two dollars and fifty-nine cents on the announcement.

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RBI Rejects Crypto Legal Status India

India's central bank appeared before a Parliamentary Standing Committee on Finance and formally rejected granting crypto any legal status. It's the first time the RBI has made this position directly on the record in Parliament, and it reinforces a decade of structural opposition.

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SEC ETF Framework Review Opens

The SEC has formally opened a sixty-day comment period on updating its twenty-nineteen ETF rules. The market those rules were written for was worth four trillion dollars.

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Trump Crypto Exposure Half Billion

One disclosure worth noting: a recent ethics filing revealed that Donald Trump holds over five hundred million dollars in crypto exposure. That includes two cold-storage Bitcoin wallets each valued above fifty million dollars, plus stakes in World Liberty Financial and memecoin royalties.

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