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 $148,541
1. Market overview
The crypto market saw cautious consolidation and heightened sensitivity to macroeconomic factors. Bitcoin traded in a narrow range near $78,000 amid surging oil prices above $100 per barrel, rising Treasury yields, and hotter-than-expected U.S. producer price inflation data that increased expectations for a Federal Reserve rate hike. Total crypto market cap hovered around $2.7 trillion; Ethereum held near $2,450–$2,480 while altcoins such as XRP, Solana, and Dogecoin saw sharper pullbacks. ETF flows were mixed, with some Bitcoin outflows offset by selective inflows into Ethereum, XRP, and Solana products.
U.S. regulatory activity remained in focus as Senate Republicans released a revised draft of the CLARITY Act ahead of a procedural vote scheduled for September 15. Updates included adjustments to DeFi registration requirements with the CFTC for protocols that fail decentralization thresholds and clarifications for credit unions engaging in digital asset activities. Bipartisan agreement remains uncertain, and the path to passage is still unclear.
Institutional and infrastructure developments continued, with Nasdaq announcing a $100 million investment in Kraken’s parent company at a $21 billion valuation to deepen collaboration on tokenized equities and 24/7 markets. Stablecoin initiatives expanded, including Tether committing $400 million to private credit and MoneyGram launching a stablecoin-backed Visa card. Security incidents included an exploit on the Liquid Network and a temporary rollback on Cronos, though most affected funds were recovered. Tokenization efforts in corporate bonds and broader on-chain settlement adoption signaled continued convergence with traditional finance.
Fich Monthly returns %
2. This week overview: Fich Crypto vs the market
Through 10 September 2026, Fich investment strategy returned +5.91% in September so far, against −2.56% for Bitcoin and −1.19% for Ethereum.
Stepping back to the year-to-date picture:
3. The portfolio this week: bought, sold, and held
On 10 September 2026 the system closed 8 positions and opened 7 new positions and held 1 from the previous week, leaving the portfolio at roughly 7.2% cash.
The algorithm systematically closes underperforming assets while holding positions with strong momentum.
Closed trades, return on each closed position:
Average closed-trade return: −5.23%. Hit rate: 1/8 (12% winners).
Current portfolio:
New Portfolio update
Altcoin sentiment continues to rotate toward infrastructure and revenue-generating protocols, with several major names posting sharp rallies on a mix of institutional catalysts, tokenomics tightening, and tangible product adoption.
Cosmos (ATOM) drew renewed institutional attention after the Cosmos Partner Network brought major financial and security firms together to accelerate tokenized deposits and bank-grade digital asset deployments. Anticipation is building ahead of a live Tokenization Suite demonstration, reinforcing the narrative that Cosmos is positioning for real-world finance integrations. Additional ecosystem moves around stablecoin infrastructure and fee mechanics that support buybacks have further improved the near-term fundamental backdrop.
Tezos (XTZ) benefited from improved market access and liquidity following new perpetual futures listings, while continued protocol work—especially post-quantum experimentation and Tezos X EVM upgrades—keeps the focus on scalability and longer-term institutional readiness. Price action has reflected this, with sustained short-term momentum.
Zcash (ZEC) has been the standout on performance, driven by strong institutional inflows tied to a newly launched spot ETF that has rapidly accumulated significant assets, tightening available supply and amplifying volatility through repeated short squeezes as derivatives positioning grew. Confidence has also been supported by prior network upgrades addressing cryptographic concerns and a clearer regulatory overhang, keeping the market focused on further upside and upcoming governance-driven roadmap decisions.
NEAR (NEAR) rallied on a surge in volume and usage metrics, as cross-chain “Intents” activity and chain abstraction milestones underscore its push toward seamless multi-chain user experiences. Adoption of confidential settlement and AI-related infrastructure use cases has been a key narrative driver, alongside improving fee capture and buyback-linked mechanics that strengthen the demand story during risk-on periods.
Raydium (RAY) extended its run as Solana DeFi activity stayed strong, highlighted by a record token buyback that directly reduces circulating supply. User growth and trading activity have been supported by new listings and product upgrades, keeping attention on whether momentum can translate into a sustained breakout.
Ether.fi (ETHFI) jumped after a tokenomics overhaul increased direct ETHFI utility by shifting card rewards into the token and tightening participation mechanics, reinforcing demand. With a large TVL base and growing revenue from its non-custodial banking product, the market is increasingly treating ETHFI as a yield-and-utility play rather than a purely speculative asset.
Polkadot (DOT) gained on governance momentum around launching a DOT-backed stablecoin initiative, a development that could increase collateral demand and expand on-chain DeFi activity. Combined with ongoing ecosystem and tooling improvements, DOT’s move reflects renewed interest in established layer-1s with identifiable utility catalysts.
4. Multi-year track record
By the end of last week, that hypothetical $1,000 was worth $148,541 in the strategy, versus $10,635 in spot Bitcoin and $18,648 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.