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Gate Research Daily Report: On September 18, semiconductors lifted U.S. and South Korean equities while Hong Kong AI hardware advanced. BTC returned above 81,000 USDT, with SAGA, ONE and STONK gaining. Bitcoin ETFs eked out a positive week as ETH ETFs ended a four-week inflow streak; ZetaChain approved a Solana migration direction, while NYSE continued testing Avalanche technology for tokenization plans subject to further implementation and regulatory steps.

Gate Research Daily Report: BTC remained in a low-volatility consolidation above 76,000 USDT, while ETH posted a modest gain and GT maintained a relatively resilient medium-term structure. As BTC dominance declined, capital began rotating into Layer 1 networks, DeFi, and platform utility tokens, with AVA and ONE recording notable gains. Markets are also watching the U.S. strategic Bitcoin reserve bill, the CFTC’s more accommodating stance toward crypto software developers, and traditional financial institutions’ growing involvement in on-chain security and risk assessment.

Gate Research Daily Report: U.S. stocks rebounded sharply as oil prices and Treasury yields declined, while Hong Kong stocks closed lower after choppy trading and South Korean equities were mixed. BTC consolidated above 76,000 USDT, ETH edged higher, and MCAT, AVA, and ONE led the gains. Key market developments included the U.S. Strategic Bitcoin Reserve bill, the CFTC’s regulatory approach toward crypto developers, and S&P Global’s acquisition of OpenZeppelin.

Gate Research VIP Daily Report: After the Fed delivered its first 25 bp rate hike in three years, BTC, ETH, and GT rebounded amid volatility, while total crypto market capitalization rose to $2.67 trillion. Privacy, AI Agent, and Launchpad sectors strengthened, with BR, DRV, and ONE leading gains. The launch of Arc’s mainnet and progress on the U.S. digital-asset tax framework remain key market focuses, while traders should monitor key support and resistance levels and shifts in macro expectations in the near term.

Gate Research Weekly Report: Over the past week, the Fed’s 25 bp rate hike, combined with rising oil prices and long-term yields, weighed on global risk sentiment, putting pressure on both U.S. equities and crypto markets. BTC and ETH fell 2.69% and 2.03%, respectively, remaining in a weak consolidation phase as capital stayed concentrated in major assets. Stablecoin supply and DeFi liquidity remained stable, while on-chain trading activity stayed cautious. BR, DRV, and B3 bucked the trend with strong gains. On the fundamental side, Circle launched the Arc mainnet, Solana increased transaction capacity, and U.S. digital asset regulation and tax frameworks continued to advance. Funding activity remained concentrated in data infrastructure, stablecoin payments, and RWA infrastructure.

Last week, markets traded around energy shocks, sticky inflation, and expectations of further rate hikes, with WTI briefly surpassing $100 and risk assets coming under broad pressure. Institutional flows diverged significantly, as BTC ETFs shifted to net outflows while ETH ETFs maintained net inflows. TradFi trading activity remained elevated, with commodities seeing a notable increase in interest; total DEX trading volume rose approximately 6.7% week-over-week. On-chain borrowing demand remained resilient, although stablecoin funding costs began to rise. In derivatives, BTC and OI declined in tandem while funding rates remained positive. However, medium- to long-term Skew stayed negative, suggesting that the market has not entered a state of broad-based panic, while risk pricing remains cautious.

Gate Research VIP Daily Report: Amid rising oil prices and U.S. Treasury yields, alongside growing expectations of a Fed rate hike, the crypto market saw a broad pullback. BTC fell below the 76,000 USDT level, ETH posted a steeper decline, and GT also weakened as risk appetite cooled. AKE, ALIGN, and POWER rose 72.54%, 50.26%, and 27.16%, respectively, driven by narratives around AI gaming, Ethereum infrastructure, and GameFi. The XRP Ledger’s Batch Transactions upgrade is nearing its activation threshold, enabling atomic execution of complex payments. The U.S. Department of Justice is seeking the forfeiture of $61 million in crypto assets linked to efforts to evade sanctions on Iranian oil. Meanwhile, the U.S. Senate blocked further progress on the crypto market structure bill, with bipartisan ethics disputes still unresolved.

Gate Research Daily Report: Amid rising oil prices and U.S. Treasury yields, alongside growing expectations of a Fed rate hike, the crypto market saw a broad pullback. BTC fell below the 76,000 USDT level, ETH posted a steeper decline, and GT also weakened as risk appetite cooled. AKE, ALIGN, and POWER rose 72.54%, 50.26%, and 27.16%, respectively, driven by narratives around AI gaming, Ethereum infrastructure, and GameFi. The XRP Ledger’s Batch Transactions upgrade is nearing its activation threshold, enabling atomic execution of complex payments. The U.S. Department of Justice is seeking the forfeiture of $61 million in crypto assets linked to efforts to evade sanctions on Iranian oil. Meanwhile, the U.S. Senate blocked further progress on the crypto market structure bill, with bipartisan ethics disputes still unresolved.

Last week, markets traded around energy shocks, sticky inflation, and expectations of further rate hikes. Higher oil prices pushed U.S. Treasury yields and the dollar higher, weighing broadly on risk assets. BTC and ETH fell 4.4% and 1.5%, respectively. Net on-chain inflows narrowed to approximately $41.15 million, with capital increasingly concentrated in core infrastructure such as Ethereum and BSC. Structural opportunities remained active, with VVV and FIL posting notable independent rallies. Meanwhile, the integration of Tokenized Stocks with Meme assets further expanded RWA use cases in on-chain trading and liquidity, with Meme-related transactions accounting for approximately 38.5% of the on-chain trading volume of related stock tokens.

Gate Research Daily Report: On September 14, Chip stocks weighed on U.S. and South Korean equities, while Hong Kong biotech and auto shares advanced. BTC and ETH rebounded, while BR, CPOOL, and CNPY advanced. The Senate is set for an initial CLARITY Act procedural vote; BitMine added 27,180 ETH, while Strategy repurchased STRC preferred shares and kept its BTC holdings unchanged. The report also tracks spot ETF flows and risk appetite.

Global equity markets advanced broadly in August, while the crypto market rebounded significantly, with BTC, ETH, and most major altcoins posting gains. Gate Simple Earn holdings expanded notably in the latter half of the month. Gate also launched Idle Earn for USDT with a 3% annualized yield, allowing idle funds to earn automatically once enabled. GUSD assets reached a record high of $257 million in mid-August. In Dual Investment, the 0-day BTC Sell High product offered an annualized yield of 89.1%, 12.5 percentage points above the market average. Among Quant Funds, Interstellar Hedge (USDT) ranked first with a 6.3% period return, bringing its cumulative return to 19.7%. Within Gate Stocks holdings, SpaceX and SK Hynix ranked first and second, accounting for 29.2% and 27.8%, respectively.

Gate Research Daily Report: On September 14, the crypto market extended its pullback, with BTC falling below $77,000 while ETH and GT also weakened, pushing total market capitalization down 0.9%. Capital rotated into LSK, CATE, and BTW, with LSK retreating sharply after an initial surge. On the industry front, the U.S. Treasury Secretary renewed efforts to advance the CLARITY Act, regulators restricted more than $52 million in crypto assets linked to Xinbi, and Consensys plans to separate MetaMask from its institutional blockchain business.