FICH Crypto is a systematic, long-only algorithmic strategy trading exclusively within the top 150 altcoins by market capitalization. Every Friday, our algorithm evaluates relative strength across the universe and automatically rotates capital into the most dominant digital assets — maximizing exposure to structural crypto trends while completely removing human bias.
If you have invested $1,000 with Fich Crypto on Jan 2020 you would now have $173,261
1. Market overview
The crypto market showed resilience over the past week, ending Q3 on a constructive note despite macro headwinds. Bitcoin traded in a narrow range around $83,000 to $85,000 after earlier intraday highs near $87,000, while total crypto market capitalization stabilized near $2.9 trillion.
Institutional demand led activity, with U.S. spot Bitcoin ETFs seeing about $2.4 billion in net inflows for the week ending September 25, the strongest weekly performance of 2026 and the highest since October 2025. Ethereum and select altcoins posted modest gains.
Altcoins outperformed in pockets, with Sui, Bitcoin Cash, NEAR Protocol, and Quant showing strong weekly returns tied to upgrades, roadmaps, and speculative momentum in DeFi and AI narratives.
Security issues persisted, including a $3.8 million exploit affecting NEAR Intents services and isolated incidents involving platforms like MetaMask.
Regulatory developments advanced via agency actions: the SEC moved forward with a proposal to modernize custody rules for investment advisers and funds, and the CFTC clarified treatment of event contracts and tokenized collateral. In Europe, the UK opened an authorization window for crypto firms ahead of the 2027 regime, and stablecoin initiatives progressed under MiCA.
Fich Monthly returns %
2. This week overview: Fich Crypto vs the market
Through 1 October 2026, Fich investment strategy returned −2.72% in October so far, against +1.50% for Bitcoin and +0.76% for Ethereum.
Stepping back to the year-to-date picture:
3. The portfolio this week: bought, sold, and held
On 1 October 2026 the system closed 4 positions and opened 4 new positions and held 5 from the previous week, leaving the portfolio at roughly 7.5% cash.
The algorithm systematically closes underperforming assets while holding positions with strong momentum.
Closed trades, return on each closed position:
Average closed-trade return: +1.86%. Hit rate: 1/4 (25% winners).
Current portfolio:
New portfolio update
Risk appetite in crypto shifted decisively toward projects tied to real-world financial infrastructure, privacy-focused smart contracts, and sustained tokenholder returns, with multiple assets posting sharp gains alongside rising derivatives participation.
Quant led the institutional narrative after being selected by The Clearing House consortium of major U.S. banks to provide the interoperability and orchestration layer for an on-chain network aimed at clearing and settling tokenized commercial bank deposits, with institutional availability targeted for 2027. The announcement reinforced Quant’s growing footprint in tokenized deposit initiatives and triggered a rapid repricing marked by record futures open interest and heightened whale activity—signals that the move is being driven by both spot demand and leveraged positioning.
Stacks also benefited from a stronger fundamentals bid as it pivots into a growth phase following the launch of its institutional Bitcoin staking program. Institutional participation in the Genesis Bond and the planned expansion of capacity, alongside dedicated custody work to streamline institutional access, strengthened the link between BTC yield mechanics and STX demand. The return of founder Muneeb Ali as CEO further improved sentiment, while the token’s breakout attracted heavy volume and a clear focus on sustaining momentum above newly established support.
In privacy-focused infrastructure, Midnight’s token extended its rally as markets priced in an imminent mainnet smart contract deployment and a roadmap of upgrades aimed at enabling private, composable DeFi. High-profile commentary highlighting programmable selective-disclosure privacy, combined with enterprise-facing traction and technical breakouts, added to the perception that on-chain privacy is moving from niche to institutional requirement.
Finally, Pump.fun’s token continued to draw retail attention on the back of strong platform revenue and an aggressive buyback program that has materially reduced circulating supply. With influential traders rotating into the name and open interest elevated, price action reflects a market leaning into momentum—though continued upside likely depends on confirming a breakout above nearby resistance.
4. Multi-year track record
By the end of last week, that hypothetical $1,000 was worth $173,261 in the strategy, versus $11,789 in spot Bitcoin and $20,699 in spot Ethereum.
Fich Crypto Strategy vs. BTC and ETH — growth of $1,000 since inception (log scale).
Disclosure: All performance metrics account for a 0.10% commission per trade side. Execution is strictly limited to the Top 150 altcoins by market capitalization, rebalanced every Friday. Full historical performance data is available at Fich.ai. This letter is for informational purposes only and does not constitute investment advice.