Recently, I have observed a significant decline in cryptocurrencies in the market. The total sector capitalization has dropped to $2.4 trillion in the first quarter, which was nearly 45% below the October peak. Even Bitcoin had a poor quarter with a 22% decrease, worse than the main stock indices.



What puzzles me is what is happening with stablecoins. USDT Tether finally showed its first significant decline since 2022 — now holding $190.94 billion. Meanwhile, USDC Circle is growing slowly, reaching $78.68 billion. Overall, stablecoins remain at $309.9 billion, indicating that investors are holding cash in stable assets.

Spot trading on centralized exchanges has fallen by 39%, but on decentralized platforms, Solana still dominates with a 30.6% share. An interesting fact — perpetual contracts on Hyperliquid account for about 30% of the total open interest. Overall, this decline in cryptocurrencies has affected the entire market dynamics, but some segments are holding up better than others.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned