Topics

Gate Research VIP Daily Report: Amid easing inflation but insufficient incremental buying demand in the crypto market, BTC remained range-bound with a bearish bias, while ETH retreated alongside the broader market. BTC fell 0.46% and ETH declined 0.25%. BR, CYS, and AVAAI rose 73.51%, 43.27%, and 32.53%, respectively, driven by surging trading volume, new spot trading support in South Korea, and renewed rotation into the AI narrative. Harmony confirmed an abnormal token minting attack, in which the attacker exploited a system vulnerability to mint approximately 4 billion ONE tokens without authorization. Australian regulators shut down websites linked to suspected unlicensed platforms. Meanwhile, expectations for U.S. crypto regulatory rules are rising, with potential initial measures including token safe harbors, issuance disclosure requirements, and criteria for assessing network maturity.

Gate Research Weekly Report: Bitcoin traded mainly between $62,000 and $65,000 this week, supported by approximately $865 million in net inflows into U.S. spot Bitcoin ETFs over five consecutive trading days. However, selling pressure around a dense on-chain cost-basis zone continued to limit the upside. ETH’s staking ratio rose to approximately 34.4%, while renewed ETF inflows and expanding stablecoin adoption provided medium-term support. CYS, TUT, and BOME led selected market themes, while funding activity focused on AI infrastructure, optical networking, and spatial-data DePIN. Looking ahead, token unlocks for ZRO, KAITO, and ARB may introduce additional supply pressure.

Gate Research VIP Daily Report: Ahead of the CPI release, major cryptocurrencies showed mixed performance, with BTC down 0.45% and ETH up 0.40%. ARW, BXN, and VELVET surged 136.35%, 36.82%, and 34.54%, respectively, driven by low-liquidity breakouts and renewed narratives around on-chain asset management and DeFi strategy infrastructure. Morph Network announced the launch of Morph Payments, providing stablecoin payment and collection services for global enterprises. The CFTC invoked emergency authority to require prediction market platform Kalshi to continue operating in New York, countering the state’s legal efforts to shut down the business. Oraichain has paused its network since August 9 after a vulnerability in its EVM cross-chain transfer path resulted in the unauthorized minting of ORAI.

U.S. equities broadly declined amid concerns over oil prices and inflation, with energy and defensive sectors relatively outperforming while technology and growth stocks came under pressure. Hong Kong’s broader market and technology stocks weakened notably, while southbound flows turned to net selling. South Korean equities rebounded, led by heavyweight semiconductor stocks, while battery and auto shares remained weak. Ahead of the CPI release, major cryptocurrencies showed mixed performance, with BTC down 0.45% and ETH up 0.40%. ARW, BXN, and VELVET surged 136.35%, 36.82%, and 34.54%, respectively, driven by low-liquidity breakouts and asset-management protocol narratives. Morph launched an enterprise-grade stablecoin payment platform. The CFTC and New York State are competing over jurisdiction of prediction markets. Oraichain paused its network following a cross-chain exploit.

U.S. employment data weakened significantly, reducing expectations for a September rate hike and pushing U.S. Treasury yields lower. BTC and ETH ETFs recorded weekly net inflows of approximately US$865 million and US$244 million, respectively, while Gate’s weekly trading volume approached US$115 billion, reaching a new recent high. On-chain activity shifted from short-lived thematic surges toward structural rotation: PancakeSwap continued to lead Uniswap, while stablecoins, LSTs, and Aave lending expanded moderately as risk appetite improved. Ethereum remained the primary anchor for lending demand, while Monad emerged as the largest source of incremental growth. BTC open interest increased moderately and funding rates remained positive, while options trading showed a bullish bias. The 25D Skew improved from approximately -4 to -6 vol to around -3.6 vol, while DVOL remained low at around 35.

Gate Research VIP Weekly Report: BTC and ETH both rebounded over the week, with BTC gaining 2.10% and ETH rising 1.35% alongside the broader recovery in risk assets. PUMP, ZRO, and CRV led the gainers, posting 7-day returns of +32.54%, +21.27%, and +18.23%, respectively. Market leadership was concentrated in the Solana meme ecosystem, cross-chain infrastructure, DeFi, and other high-volatility narratives. Over the past week, on-chain capital flows were characterized by “outflows from Ethereum and dispersed inflows across alternative ecosystems.” Major recipient chains recorded approximately US$571 million in combined net inflows, while Ethereum saw approximately US$1.069 billion in net outflows, accounting for around 96% of total outflows among the major chains tracked. Capital increasingly favored ecosystems offering tangible trading revenue, points-based incentives, and RWA-related use cases.

The crypto CFD market is evolving from a mere product extension of crypto derivatives into a competitive phase centered on cross-asset integrated accounts. Platforms are no longer competing solely on leverage and short-term trading volume, but on asset coverage, capital retention, user composition, and cross-market infrastructure. Gate uses USDT as the funding medium to connect CFDs, perpetual contracts, stocks, ETFs, API trading, copy trading, and wealth management into a unified multi-asset ecosystem. By Q2 2026, its CFD offering had expanded to 663 tradable assets, with peak weekly trading volume exceeding $150 billion. The report concludes that Gate’s core breakthrough lies in converting TradFi trading scenarios into stronger account retention and the capacity to attract and retain professional capital.

In July 2026, the crypto market staged a partial recovery following the June correction. The combined market capitalization of the Top 500 sample rebounded from approximately US$2.11 trillion to US$2.28 trillion, representing a monthly gain of around 8.31%. Among the valid sample, 258 tokens advanced and 218 declined, with gainers accounting for 52.33%. BTC rose 10.54% and ETH gained 22.13%, while DeFi and mid-cap assets were particularly active. The top performers were broadly concentrated across meme/community assets, AI/InfoFi, DeFi blue chips, gaming, and long-tail ecosystem tokens. AKE, KAITO, and UNI were among the leading gainers, while sharp drawdowns in PRN, LAB, DEXE, VELVET, and CASHCAT highlighted the persistently elevated risks in long-tail assets. Among valid tokens, the average trading-volume expansion multiple was approximately 1.21×, while the median stood at 0.80×.

Gate Research Daily Report: On August 11, global stock markets showed mixed performance. The three major U.S. indexes closed slightly lower, Hong Kong stocks rose moderately, while South Korea’s KOSDAQ surged 6.97%. The crypto market came under pressure, with BTC and ETH falling 1.5% and 2.02% respectively, while BLUAI, DOS, and Lobster led the gains. On the industry front, the vote on the U.S. CLARITY Act was postponed, the UK is preparing a regulatory framework for tokenized gold, and Strategy sold 1,690 BTC to repurchase STRC.

In July, global capital markets continued their structural recovery amid slowing economic growth, persistent inflation, and prolonged high interest rates. U.S. equities remained driven by the AI theme, but capital became increasingly concentrated in large-cap technology companies with stronger earnings visibility and cash flow, while higher-beta growth stocks and commodity-related sectors experienced greater divergence. Although overall risk appetite improved, institutional investors remained selective in their allocations. Within the crypto market, spot Ethereum ETFs attracted substantially stronger inflows than Bitcoin ETFs, indicating a shift from purely defensive positioning toward relative value allocation among major digital assets. Meanwhile, tokenized stocks, Robinhood Chain, and prediction markets emerged as the key themes in on-chain finance. Centralized exchanges, brokerage platforms, and public blockchains competed for liquidity and user distribution, with Robinhood Chain l

Gate Research VIP Daily Report: On August 3, the crypto market staged a modest rebound from recent lows. BTC held firm around $63,000, while ETH continued to outperform. The Crypto Fear & Greed Index stood at 35. BLESS, TAKE, and BICO led spot-market gains, with computing infrastructure, GameFi, and Web3 infrastructure emerging as the market's key rotation themes. Industry attention centered on the Coldcard security vulnerability, the progress of the U.S. CLARITY Act, and the growing adoption of DeFi revenue buyback mechanisms.

Gate Research Daily Report: On August 10, U.S. stocks reached new highs as technology shares rallied and weaker employment data eased rate concerns, while Hong Kong equities advanced modestly and South Korea remained under pressure. Bitcoin and Ether traded slightly lower as QKA, MUBARAK and TUT led crypto gainers. Key industry developments included the BTCPay Server vulnerability, leveraged crowding in TUT derivatives and an accelerating wave of crypto project shutdowns.