Foreign media comment that, as the U.S. Senate is set to vote on the Crypto Clarity Act on September 15, the market is reassessing which altcoins may benefit from anticipated regulatory shifts. The article suggests that if the bill progresses smoothly, projects closely tied to institutional capital, payment networks, and real asset tokenization are more likely to attract renewed attention.
ETH, SOL, and LINK show strong data.
The article ranks Ethereum first, citing its foundational role in DeFi, stablecoins, and tokenized assets. It notes that recent net inflows into Ethereum ETFs reached $179.8 million, with BlackRock contributing $146.44 million, indicating that institutional capital continues to flow into ETH-related products.
Solana was included on the list primarily based on on-chain activity and application expansion. The article noted that Solana recorded 4.2 billion transactions in July, a 13.5% increase from the previous month, and that the price of SOL rose by 40% within eight days. Growth on platforms such as Jupiter, along with active usage in payment and consumer applications, were cited as key drivers.
Chainlink’s logic leans toward a traditional finance connectivity layer. The article argues that as Wall Street advances tokenized stocks, funds, and bonds, the demand for connecting on-chain assets to external data will grow. It notes that the spot LINK ETF has recorded net inflows for eight consecutive days, attracting $18.27 million in August—the highest monthly total since its launch—with current holdings accounting for approximately 2.05% of LINK’s total supply.
Payment, privacy, and derivatives platforms have been named.
In the payments sector, the article notes that XRP still holds a strong narrative around cross-border payments and a solid retail investor base. It states that the XRP/USD spot contract has been certified by the U.S. Commodity Futures Trading Commission, and the spot XRP ETF recorded $23.87 million in inflows on August 25, marking one of its strongest single-day performances in months.
Zcash is categorized as a privacy asset. The article suggests that, against the backdrop of AI expanding data exposure, privacy narratives may regain some market attention. It also notes that ZEC’s USD spot contract has received CFTC certification, indicating its entry into regulated U.S. derivatives infrastructure.
Hyperliquid represents an on-chain perpetuals platform. The article states that the platform achieved trading volume exceeding $114 billion in August, with cumulative perpetuals trading volume surpassing $5 trillion and monthly protocol fees totaling approximately $50 million. The commentary notes that if the platform secures a clearer path to U.S. regulatory compliance in the future, it could further expand its market reach.
ONDO Stake Tokenized Assets
The article positions Ondo as a representative project in the tokenization of real-world assets, with its core logic being the migration of traditional financial assets onto blockchain networks—a direction directly aligned with Wall Street’s push toward tokenization.
The article states that Ondo’s weekly active addresses have grown from approximately 5,000 to 6,000 last year to around 22,000 currently, reaching over 64,000 at one point in January this year. Meanwhile, the open interest of ONDO has surpassed $100 million, indicating rising trading activity and capital participation on the platform.
Overall, this review does not provide a unified price assessment but rather identifies altcoins with stronger ties to institutional adoption, payment settlements, on-chain derivatives, and tokenized assets, based on potential legislative developments. If U.S. regulatory expectations continue to improve, such assets may attract greater market attention than purely conceptual projects.