Bitcoin (CRYPTO: BTC), Ethereum (CRYPTO: ETH), and XRP (CRYPTO: XRP) remain rangebound, while speculative capital has rotated into institutional-infrastructure altcoins over the past days.
Why Quant Is Leading the Rotation
Santiment on Tuesday flagged on X that whale wallets are piling into Quant (CRYPTO: QNT) at a record pace, with 645 transactions worth at least $100,000 hitting the network in a single day, the most ever recorded.
The reason is simple: Quant builds technology that lets banks move money and assets across different blockchain systems without switching platforms.
On Sept. 24, The Clearing House, the bank-owned network that handles trillions of dollars in daily U.S. payments, picked Quant to help power its new system for moving bank deposits on-chain.
Analyst Greg Lunt laid out the broader case on X, pointing to real banks and institutions already using Quant’s technology:
- Murex — software used by 65 of the world’s 100 largest banks now includes Quant’s tools
- Oracle — the tech giant added Quant’s technology to its own enterprise software for handling digital assets
- Central banks — the Bank for International Settlements, Bank of England, and European Central Bank have all tested Quant’s systems for moving money across borders
Lunt also pointed out that Quant has a hard cap of just 14.88 million tokens in existence. With that little supply available, big buying can push the price up fast, which is part of why QNT is moving so violently right now.
Where the Rest of the Rotation Is Flowing
Santiment also flagged that The Graph (CRYPTO: GRT), a project that helps apps pull data from blockchains, saw 24 transactions worth $100,000 or more in a single day, its busiest day all year.
Meanwhile, Chainlink (CRYPTO: LINK), which helps blockchains talk to real-world data and other networks, touched a fresh high even as some smaller holders sold into the rally. Santiment reads that as bigger buyers stepping in to absorb the coins retail traders are selling for profit.
Chainlink also rolled out an upgrade this week to the technology it uses to move assets between different blockchains, a network that has already handled more than $24 billion in transfers to date.
Veteran trader Peter Brandt separately named Stellar a long-shot pick for the next several years, sharing a long-term monthly chart to back the call.
What’s Trending?: XRP Compresses Around $1.50: What Does Technical Analysis Say?
Why This Rotation Could Be a Warning Sign for Bitcoin
Glassnode reported that altcoin spot trading volume has climbed to nearly four times Bitcoin’s, the highest ratio since September 2025.
They also noted similar bursts of risk appetite have often lined up with local Bitcoin tops in the past, though the ratio alone can’t predict a reversal.
Photo via Shutterstock
Login to comment