The cryptocurrency market is heading into September with one major event on traders' radar: the September 15 Senate vote on the Crypto Clarity Act. According to the Altcoin Daily analyst, the bill could become one of the biggest bipartisan crypto laws in the United States. If the legislation moves forward, he expects crypto projects closely tied to Wall Street, institutional adoption and real-world financial infrastructure to be the main beneficiaries. The backdrop matters as much as the vote itself: U.S. crypto businesses have spent years operating under ambiguity over how digital assets should be classified and where oversight is divided between the SEC and the CFTC — the central question market-structure legislation in Washington is designed to settle, and the reason a single Senate date is being treated as a sector-wide event.

Ethereum ($ETH)

Ethereum remains one of the primary crypto assets attracting institutional interest, largely because of its role in decentralized finance (DeFi), stablecoins and tokenized assets. Clearer U.S. crypto rules may make it easier for banks and financial firms to enter the space. U.S.-listed spot Ethereum ETFs have been trading since mid-2024, giving traditional investors a regulated wrapper for ETH exposure, which is why ETF flow data has become a standard gauge of institutional demand. Ethereum ETFs recently recorded $179.8 million in inflows, including $146.44 million from BlackRock, underscoring continued institutional activity around $ETH.

Solana ($SOL)

Solana comes next on the list, with its appeal resting on fast transactions, low fees and growing activity across DeFi, payments and consumer applications.

BREAKING: Total onchain transaction count on Solana hit a record 4.2 billion in July, up +13.5% month-over-month. This marks an increase of 2 billion transactions compared to December 2025, or +91%. The surge in activity comes as Solana, $SOL , rallied +40% in 8 days to its… pic.twitter.com/79JuX0mAUu — The Kobeissi Letter (@KobeissiLetter) August 25, 2026

On-chain data shows Solana recorded record activity in July, with 4.2 billion transactions, up 13.5% from the previous month. $SOL also jumped 40% in eight days, while growing tokenized assets and platforms such as Jupiter helped drive additional activity.

Chainlink ($LINK)

Chainlink offers a different angle. Its technology connects blockchains with outside data and traditional financial systems, a role that becomes increasingly important as Wall Street moves toward tokenized stocks, funds, bonds and other real-world assets. In practice, oracle networks are the plumbing that lets tokenized products reference off-chain prices, valuations and market data on-chain, which is why tokenization and oracle infrastructure tend to advance together.

Spot $LINK ETFs are seeing strong demand, posting an 8-day inflow streak, their longest so far. The funds attracted $18.27 million in August, the highest monthly inflow since launch, and now hold around 2.05% of $LINK's total supply, reflecting growing investor interest in Chainlink. If institutional blockchain adoption keeps accelerating, Chainlink is expected to benefit from the infrastructure needed to connect those assets to on-chain markets.

Zcash ($ZEC)

Zcash is the privacy-focused pick. Grayscale Head of Capital Markets Christa Lynch recently described Zcash as a way to diversify beyond Bitcoin. $ZEC shares some characteristics with Bitcoin, including a capped supply and a proof-of-work model, but adds optional privacy through its shielded pool technology.

Zcash on Bloomberg TV! Yesterday, Krista Lynch of Grayscale joined Bloomberg to break down the technicals of @Zcash $ZEC : ↵ Same 21 million supply cap and halving schedule as Bitcoin ↵ Proof of Work mechanism, secured by miners ↵ Zero-knowledge proofs enabling private,… pic.twitter.com/2kI8aGBqz3 — Grayscale (@Grayscale) August 26, 2026

Lynch noted that privacy may become even more valuable in the age of AI, as investors become more aware of how much personal and financial information is exposed online. That gives Zcash a different investment story from traditional altcoins. The CFTC has also certified a Zcash US dollar spot contract, showing that $ZEC is already appearing within regulated U.S. derivatives infrastructure — a milestone that stands out because privacy coins have faced delistings on several major exchanges in recent years over compliance concerns, making access to regulated U.S. market infrastructure a notable part of the token's story.

Hyperliquid (HYPE)

Hyperliquid has seen ongoing activity in DeFi perpetual futures trading, with more than $114 billion in August trading volume and over $5 trillion in total perpetual volume. Monthly protocol fees are around $50 million. Perpetual futures account for a large share of total crypto trading volume, so the question of how decentralized derivatives venues fit into U.S. rules extends well beyond a single platform. The main development now is regulation, after President Trump said the CFTC is working on a way for Hyperliquid to operate legally in the U.S. If approved, it would give the platform a clearer path into the U.S. market and could be part of a broader shift toward regulated crypto trading.

XRP ($XRP)

$XRP is the payments and institutional adoption play. Its biggest advantage in this thesis is not just the technology but its huge retail community and long-running focus on cross-border payments. The token has also served as a proxy for the wider U.S. regulatory debate, a status reinforced by the SEC's multi-year court case against Ripple over whether XRP sales constituted securities offerings. If the Clarity Act reduces regulatory uncertainty around major crypto assets, $XRP could attract renewed attention from both retail traders and institutions.

The CFTC has already certified an $XRP US dollar spot contract, giving the token another connection to regulated U.S. market infrastructure. Spot $XRP ETFs had their strongest day in months, bringing in $23.87 million on August 25.

Ondo ($ONDO)

Ondo is the tokenization bet. Its main narrative is bringing traditional financial assets onto blockchain rails, which places $ONDO directly in the middle of the Wall Street-to-crypto trend the analyst expects to accelerate if U.S. regulation becomes clearer. That trend already has measurable scale: tokenized U.S. Treasuries and other real-world assets have grown into a multi-billion-dollar on-chain market.

Ondo is also seeing strong growth in user activity. Its weekly active addresses have increased from around 5,000–6,000 last year to about 22,000 now, even reaching a record 64,000+ in January. The growing interest in real-world assets (RWAs) is also helping drive optimism around $ONDO. In addition, Ondo's open interest has passed $100 million, showing that more capital is entering the platform.

Across all seven picks, the shared thread is regulatory translation: ETF flows, CFTC certifications and tokenization milestones are the concrete markers readers can track in the weeks after the September 15 vote sets the direction for U.S. crypto policy.

Source: CryptoNewsNet; originally published by Coinpedia