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Gate Research VIP Daily Report: BTC held above $64,000, ETH consolidated near $1,900, and GT broke above 6.60 USDT on strong volume. TAKE (+68.98%), ACE (+62.29%), and ZBT (+61.04%) led gains. Nasdaq ISE proposed expanding IBIT options limits, Grayscale raised BNB to the largest weight in its smart-contract fund, and Japan requested tighter crypto-withdrawal controls.

Gate Research Daily Report: U.S. stocks edged lower and South Korea's KOSPI fell 4.58% as semiconductor heavyweights retreated. BTC held above $64,000, ETH consolidated near $1,900, and GT broke above 6.60 USDT. TAKE, ACE, and ZBT led gains, while IBIT options expansion, Grayscale's fund rebalance, and tighter crypto-withdrawal controls in Japan were today's key themes.

AI has evolved from a single-model race into a full ecosystem spanning chips, memory, networking, power, data centers, cloud platforms, and software applications. As capital expenditure continues to expand, market focus is shifting from technical breakthroughs to commercialization and earnings quality, while value distribution across the supply chain is also being reshaped. AI investing is no longer centered only on a few flagship names or a single hardware segment; it is increasingly becoming a reassessment of the entire ecosystem. From GPUs, HBM, and advanced packaging to liquid cooling, power access, cloud infrastructure, and software applications, different layers of the stack are beginning to diverge in timing, profitability, and valuation logic. The companies most likely to stand out in this cycle are those that control key compute bottlenecks, toll-taking resource entry points, and earlier paths to earnings realization. This article examines the restructuring logic of the AI sup

Gate Research Weekly Report: BTC trended higher this week as improving regulatory expectations, continued inflows into spot Bitcoin ETFs, and a rebound in broader risk assets supported market sentiment, although investors remained cautious amid uncertainty over the Federal Reserve's policy path and macro liquidity conditions. ETH outperformed BTC, benefiting from growing adoption of tokenized finance, expanding stablecoin use cases, and stronger on-chain activity, while AI infrastructure, ComputeFi, and decentralized infrastructure narratives continued to attract capital. Meanwhile, Circle reported stronger-than-expected Q2 earnings and further expanded USDC's role in RWA and payment applications, while Robinhood delivered solid quarterly results and accelerated its tokenized equities strategy, reinforcing the long-term growth outlook for stablecoin and tokenization infrastructure. This week's funding activity centered on stablecoin payments, AI networks, and on-chain consumer applicat

Gate Research VIP Daily Report: Amid improving regulatory expectations and resilient risk assets, but with macro liquidity conditions remaining cautious, BTC moved higher in choppy trading. BTC and ETH gained 0.75% and 2.03%, respectively. BLESS, HEI, and CYS surged 121.95%, 111.95%, and 62.56%, respectively, driven by narratives around computing power, AI interoperability, and ComputeFi. Western Union partnered with stablecoin infrastructure company Rain to launch a stablecoin remittance card; BlackRock’s tokenized reserve fund received the highest stability rating; and Proof of Play announced that it would cease blockchain gaming operations. The market should also closely monitor the rollout of stablecoin payment products, institutional reserve fund flows, and whether trading activity in the top-performing tokens can be sustained.

Risks of a Fed rate hike and concerns over stagflation intensified. BTC fell 2.8% over the week, while ETH declined 3.56%, and BTC ETFs shifted back to net outflows. Gate TradFi trading volume approached $100 billion, with equity trading activity increasingly concentrated in U.S. and South Korean stocks. PancakeSwap trading volume rose to approximately $16.0 billion, surpassing Uniswap, while Robinhood Chain, RWA-related activity, and PUMP ecosystem meme tokens emerged as key sources of short-term trading flows. Stablecoin supply for USDG, RLUSD, and several others expanded against the broader trend. The LST sector broadly pulled back, although ETH staking assets showed relative resilience, while Aave lending activity was supported by Ethereum, Plasma, and Monad. BTC open interest declined from above $22.5 billion to around $22.0 billion, while funding rates remained positive. In the options market, 25D Skew weakened again as demand for downside protection recovered, while DVOL fell to

Gate Research VIP Daily Report: U.S. equities were supported by strong earnings and lower oil prices, with both the S&P 500 and Dow Jones Industrial Average closing at record highs. Amid improving short-term buying support, BTC strengthened in choppy trading and recovered above 64,000 USDT, while ETH posted a modest gain and GT consolidated sideways. The Crypto Fear & Greed Index stood at 25, highlighting a divergence between recovering prices and weakening sentiment. CYS, SKYAI, and BICO surged 80.27%, 27.23%, and 25.77%, respectively, driven by rotation into computing power, AI data, and Web3 infrastructure narratives. NEAR’s co-founder proposed establishing a protocol sovereign wealth fund; Mastercard completed its acquisition of stablecoin infrastructure company BVNK; and BlackRock launched two tokenized money market funds targeting institutional investors.

Gate Research: U.S. equities were supported by strong earnings and lower oil prices, with both the S&P 500 and Dow Jones Industrial Average closing at record highs. Amid improving short-term buying support, BTC strengthened in choppy trading and recovered above 64,000 USDT, while ETH posted a modest gain and GT consolidated sideways. The Crypto Fear & Greed Index stood at 25, highlighting a divergence between recovering prices and weakening sentiment. CYS, SKYAI, and BICO surged 80.27%, 27.23%, and 25.77%, respectively, driven by rotation into computing power, AI data, and Web3 infrastructure narratives. NEAR’s co-founder proposed establishing a protocol sovereign wealth fund; Mastercard completed its acquisition of stablecoin infrastructure company BVNK; and BlackRock launched two tokenized money market funds targeting institutional investors.

Crypto IPO Access adds a layer of stablecoin settlement, on-chain accounts, and global distribution on top of the traditional financial infrastructure. Using SpaceX as an example, assuming the same subscription amount, a 3% allocation rate, and an identical lock-up period, the stock gained 19.22% on its first trading day. The return on total subscription capital was approximately 0.54% through a traditional broker, compared with approximately 0.39% through Gate due to its 5% subscription fee. While traditional brokers offer a lower cost per allocated share, crypto platforms improve accessibility through lower minimum subscription thresholds, stablecoin-based funding, and globally accessible accounts. Going forward, the key competitive advantage will lie in consistently securing genuine IPO allocations and delivering them to investors through a transparent, cost-efficient, and legally robust structure.

Gate Research VIP Weekly Report: BTC initially rallied before reversing course last week, breaking below its short-term consolidation range and ending the week down 2.8%. ETH followed a similar trajectory but experienced greater volatility, falling 3.56% over the week. Cardano (ADA), Audiera (BEAT), and Uniswap (UNI) topped the gainers list, posting 7-day gains of +12.39%, +8.33%, and +6.02%, respectively. On-chain capital flows shifted further from “narrative-driven” to “revenue- and trading-driven” activity, with major blockchains recording a modest net inflow of approximately $15.56 million overall. The shutdown of Odos further highlights the declining value of DEX aggregators as standalone entry points, as wallets, trading bots, in-app swaps, and solvers continue to divert order flow.

Gate Research Daily Report: On August 4, U.S. stocks rallied as falling oil prices eased inflation concerns, while Hong Kong equities edged higher and South Korea’s KOSPI pulled back sharply. Crypto markets were mixed, with BTC gaining 0.63% and ETH falling 0.61%. ZRC, SKYAI and TUT led eligible gainers above the $10 million circulating-market-cap threshold. Key developments included Bitmine’s expanding ETH treasury, Ripple’s investments in institutional tokenization infrastructure and further losses linked to the Coldcard entropy flaw.

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.