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Gate Research Daily Report: On August 3, U.S. stocks ended July higher as Amazon’s earnings lifted the broader market, while Hong Kong equities edged up and South Korean stocks staged a record rebound led by semiconductor heavyweights. Crypto markets recovered modestly, with BTC and ETH gaining 0.33% and 0.87%, respectively. BLESS, SMART and TAKE led eligible tokens with circulating market capitalizations above $10 million. Industry attention centered on the Coldcard wallet exploit, the CLARITY Act’s narrowing legislative window and Hyperliquid’s revenue-backed token buyback model.

Gate Research Daily Report: Over the past 24 hours, the crypto market extended its recovery, with BTC reclaiming the 65,000 USDT level, ETH following higher, and GT posting a modest gain. GF, ROBO, and GIGGLE surged 40.38%, 27.42%, and 18.02%, respectively, as capital continued rotating into small-cap tokens. Meanwhile, BTC's recovery above a key psychological level improved overall market sentiment, altcoin risk appetite strengthened, and bipartisan U.S. senators introduced a new compromise proposal for the CLARITY Act, bringing crypto market regulation back into focus.

Gate Research Daily Report: Over the past 24 hours, global equities rebounded, led by a strong rally in U.S. technology stocks following Microsoft's better-than-expected earnings. Hong Kong stocks extended their gains, while South Korean equities climbed sharply on the back of a semiconductor-led recovery, with AI-related assets remaining a key market focus. The crypto market extended its recovery, with BTC reclaiming the 65,000 USDT level, ETH following higher, and GT posting a modest gain. GF, ROBO, and GIGGLE surged 40.38%, 27.42%, and 18.02%, respectively, as capital continued rotating into small-cap tokens. Meanwhile, BTC's recovery above a key psychological level improved overall market sentiment, altcoin risk appetite strengthened, and bipartisan U.S. senators introduced a new compromise proposal for the CLARITY Act, bringing crypto market regulation back into focus.

Robinhood Chain represents one of the most significant efforts by a traditional financial institution to build on-chain financial infrastructure. Its long-term vision is to establish a comprehensive ecosystem for tokenized financial assets centered around tokenized stocks, ETFs, stablecoins, and other RWAs. However, contrary to initial market expectations, the ecosystem's early growth was driven by Memes, Launchpads, and the Uniswap ecosystem rather than RWAs, reflecting the typical evolution of a new blockchain during its bootstrapping phase. Over the long term, Robinhood Chain's success will depend on whether it can leverage its early user base, trading activity, and liquidity to foster the adoption of tokenized securities and broader on-chain financial assets, ultimately establishing a sustainable on-chain financial infrastructure.

Gate Research Weekly Report: BTC traded sideways over the past 24 hours as the Federal Reserve kept interest rates unchanged, while dissent from three policymakers reinforced expectations that higher rates may persist. ETH underperformed BTC, with capital remaining tilted toward defensive positioning, while AI, privacy infrastructure, and decentralized information network narratives continued to outperform selectively. Meanwhile, Stacks advanced its 4.0 network upgrade, further strengthening Bitcoin ecosystem infrastructure, and Ionic Digital completed its Nasdaq listing, highlighting continued investor interest in the convergence of digital infrastructure and AI computing. This week's funding activity focused on digital identity, AI infrastructure, and on-chain payment solutions, with World, Axis Robotics, and Dow Protocol leading disclosed financing rounds. Looking ahead, token unlocks for PROVE, ENA, and SUI over the next seven days may introduce additional supply pressure and warra

Gate Research Daily Report: Over the past 24 hours, the crypto market staged a volatile recovery amid caution ahead of the U.S. Federal Reserve's interest rate decision, delays in the regulatory agenda, and a restrained institutional risk appetite. BTC rebounded to around 63,800 USDT, ETH outperformed with stronger gains, while GT posted a modest advance. ON, LUMINT, and GF surged 64.90%, 34.43%, and 28.99%, respectively, driven primarily by capital rotation into low-float tokens and expanding trading activity. Meanwhile, the U.S. Senate postponed further consideration of the Digital Asset Market Clarity Act, digital asset investment firm Psalion announced the launch of a $50 million venture capital fund, and Circle revealed the acquisition of core assets from IBM's blockchain patent portfolio.

Rising concerns over energy supply disruptions in the Middle East pushed both oil prices and inflation expectations higher. Brent crude briefly surpassed $100 per barrel, while the yield on the U.S. 10-year Treasury climbed toward 4.70%, weighing on growth stocks and sending the NASDAQ down about 2.1% for the week. The crypto market proved relatively resilient, with BTC consolidating at elevated levels and ETH outperforming on the back of capital rotation. Weekly net inflows into spot BTC ETFs slowed to approximately $34 million, while spot ETH ETFs recorded net inflows for a third consecutive week, reflecting a more selective allocation by institutional investors. On-chain activity showed increasing divergence: PancakeSwap overtook Uniswap, while PumpSwap and social media-driven meme token trading regained momentum. Stablecoin supply remained broadly flat, ETH LST continued to recover, and Aave lending activity became increasingly concentrated on Ethereum. In the derivatives market, B

Gate Research Daily Report: Over the past 24 hours, the crypto market staged a volatile recovery amid caution ahead of the U.S. Federal Reserve's interest rate decision, delays in the regulatory agenda, and a restrained institutional risk appetite. BTC rebounded to around 63,800 USDT, ETH outperformed with stronger gains, while GT posted a modest advance. ON, LUMINT, and GF surged 64.90%, 34.43%, and 28.99%, respectively, driven primarily by capital rotation into low-float tokens and expanding trading activity. Meanwhile, the U.S. Senate postponed further consideration of the Digital Asset Market Clarity Act, digital asset investment firm Psalion announced the launch of a $50 million venture capital fund, and Circle revealed the acquisition of core assets from IBM's blockchain patent portfolio.

Gate Research Daily Report: U.S. equity market leadership rotated from AI and semiconductor stocks toward consumer, industrial, and blue-chip sectors, allowing the Dow Jones Industrial Average to outperform the Nasdaq. Hong Kong equities remained resilient, although Southbound Stock Connect recorded net outflows as market leadership rotated from high-performing sectors to laggards. South Korean equities came under pressure as sharp declines in Samsung Electronics and SK Hynix triggered foreign investor selling and amplified market volatility. BTC and ETH gained 0.91% and 1.81%, respectively, posting modest rebounds amid a cautious macro environment. ON, LUMINT, and GF surged 64.90%, 34.43%, and 28.99%, respectively, driven primarily by capital rotation into low-float tokens and expanding trading activity. In industry developments, deliberations on the U.S. crypto market structure bill were postponed, Psalion launched a new investment fund, and Circle expanded its blockchain patent port

BTC gave back most of its gains after an early rally, ending the week up around 1%, while ETH remained in positive territory, supported by capital rotation. Audiera (BEAT), LayerZero (ZRO), and Shiba Inu (SHIB) were the week's top performers, posting 7-day gains of 73.53%, 21.99%, and 17.95%, respectively. On-chain capital activity rebounded, with total net inflows reaching approximately $119 million, as capital continued rotating from Ethereum to application-focused chains. Base and Robinhood Chain emerged as the biggest beneficiaries. Meanwhile, Spiko attracted more than $1 billion in inflows over the week, helping expand the RWA narrative beyond U.S. Treasuries to include European money market funds.

Gate Research Daily Report: Global equity markets diverged on July 28. Falling oil prices supported the Dow, while semiconductor weakness weighed on the Nasdaq; technology shares led rebounds in Hong Kong and South Korea. Crypto markets came under renewed pressure, with BTC and ETH falling 2.93% and 3.59%, respectively, while the Fear and Greed Index remained in the “Fear” zone at 35. COTI, ON, and AKE led eligible gainers. Lido began migrating more than 8 million staked ETH, Ondo introduced a new execution layer, and Securitize Capital became an SEC-registered investment adviser.

On July 27, the crypto market continued its volatile recovery, with BTC reclaiming $65,000 and ETH rising 3.32% to lead major assets. Altcoin rotation broadened, with KONET, SAFE, and SOON ranking among the top gainers. On the industry front, BitMart began an orderly wind-down, Triple-A’s hot-wallet losses widened to $11.8 million, and South Korea’s KB Kookmin Bank announced plans to adopt Kinexys for blockchain-based cross-border payments.