Topics of Crypto World

In February 2026, the on-chain ecosystem exhibited more pronounced structural divergence amid price pressure. On-chain activity did not contract in tandem, but instead became further concentrated on high-frequency and high-efficiency networks. Solana maintained its dominance in high-frequency activity, while Base and Polygon continued to expand. Arbitrum saw a recovery in activity, but its capital retention and value capture weakened. Ethereum shifted from net outflows to significant net inflows, reinforcing its role as the primary settlement layer and a key hub for macro asset deployment. On the BTC side, the price pullback pushed short-term holders broadly into unrealized losses, with profit-taking cooling and sell pressure still concentrated among short-term positions, while the long-term holder structure remained intact. At the sector level, AI Agent, supply-side shocks, and institutional DeFi narratives coexisted. Short-term returns were driven by structural catalysts, while mid-term allocation continued

Gate has released its latest Proof of Reserves report. As of March 16, 2026, the overall reserve ratio stands at 122%, well above the industry safety benchmark of 100%.

Gate Research Daily Report: On March 20, BTC held above $70,000 after a pullback, ETH stabilized near $2,100, and GT rebounded to $6.86 from recent lows. The broader market remained in a structural correction, while AIA led gains with a 33.07% surge. Meanwhile, the crypto market structure bill continued to advance, BTC showed relative resilience amid macro volatility, and SEC Chair Paul Atkins said the latest crypto legal interpretation is only the beginning.

Gate Research Daily Report: On March 20, BTC held above $70,000 after a pullback, ETH stabilized near $2,100, and GT rebounded to $6.86 from recent lows. The broader market remained in a structural correction, while AIA led gains with a 33.07% surge. Meanwhile, the crypto market structure bill continued to advance, BTC showed relative resilience amid macro volatility, and SEC Chair Paul Atkins said the latest crypto legal interpretation is only the beginning.

Gate Research Weekly Report: BTC remained in weak consolidation over the past day, facing resistance near $71,000, while ETH pulled back to the $2,200 level after its recent rally, showing slower short-term momentum. Altcoins remained mixed, and market sentiment stayed in the “Fear” zone. Stablecoin market capitalization held at $311.68 billion, while Ethereum gas fees remained at ultra-low levels. ETN, ENJ, and SIREN posted gains of 19%–33%. Meanwhile, Prediction Markets TVL rose to $479.66 million, and total RWA on-chain market capitalization reached $22.817 billion, showing that capital continues to focus on sectors with clearer real-world demand. In the coming seven days, ZRO, RIVER, and H will unlock approximately $54.50M, $29.17M, and $10.85M worth of tokens respectively, which may create short-term supply pressure.

Gate Research: Large language models and AI agent technologies are pushing trading systems into a new stage of development. Quantitative trading, which previously relied heavily on programming skills and complex engineering systems, is gradually evolving into product forms with much lower barriers to entry. Gate has introduced products such as AI Quant Workspace and Gate for AI, which aim to integrate strategy generation, backtesting, and automated execution within a single platform through natural language interaction, no-code quant tools, and unified trading interfaces, allowing more users to participate in strategy trading. As AI technology continues to mature, trading platforms are also evolving from traditional matching tools into AI-driven trading infrastructure.

Gate Research: Over the past two weeks, the crypto market has transitioned from a post-deleveraging compression phase into a low-crowding recovery phase. BTC posted a range gain of approximately 2.2%, while ETH rose about 9.5%; measured from local lows to highs, their recovery magnitudes reached roughly 15.8% and 24.9%, respectively. This report analyzes recent market dynamics in BTC and ETH by examining price volatility, account long/short ratios, open interest, ETF net inflows, funding rates, and liquidation structures. It also reviews live trading signals, parameter sensitivity, and strategy performance over the past two weeks using a 4-hour dense moving average breakout strategy, highlighting that the market has gradually shifted from a defensive recovery phase to a trend-following trading environment.

Over the past 24 hours, BTC rebounded to around $74,672.2 before pulling back and repeatedly testing support near $71,000. ETH rose to around $2,350 but then weakened, dropping to $2,150 and entering consolidation. ETN, ENJ, and SIREN surged 33%, 25%, and 19% respectively, driven by expectations around EVM compatibility, gaming/metaverse momentum, and options demand, with trading volumes expanding in tandem. The Bank of Japan held rates steady as expected, signaling a “gradual” approach to tightening based on economic and inflation conditions. Polymarket will launch a “Situation Room” bar in Washington, D.C. focused on real-time event monitoring. Meanwhile, Nasdaq has received approval from SEC to enable trading of tokenized securities.

Gate, has officially launched its 13th Anniversary Global Celebration Campaign.

Gate has announced the official launch of its 13th Anniversary Global Celebration campaign.

Gate Research Daily Report: BTC remains in a short-term range-bound but weak structure, facing clear resistance overhead, while ETH is also trading in a weak range, repeatedly testing key support levels. SIREN’s sharp rally is mainly driven by supply burns and institutional backing, while ANKR is rising with the broader market rebound and IDOL benefits from the AI idol narrative. The OpenAI–AWS partnership extends AI services into government-level classified systems, signaling AI’s rise as national infrastructure. Driven by AI, AWS has raised its long-term revenue outlook to $600 billion, intensifying industry competition. Meanwhile, growing divisions within the Fed are increasing uncertainty around future rate paths, potentially amplifying market volatility.

Gate Research VIP Report: BTC remains in a short-term range-bound but weak structure, facing clear resistance overhead, while ETH is also trading in a weak range, repeatedly testing key support levels. SIREN’s sharp rally is mainly driven by supply burns and institutional backing, while ANKR is rising with the broader market rebound and IDOL benefits from the AI idol narrative. The OpenAI–AWS partnership extends AI services into government-level classified systems, signaling AI’s rise as national infrastructure. Driven by AI, AWS has raised its long-term revenue outlook to $600 billion, intensifying industry competition. Meanwhile, growing divisions within the Fed are increasing uncertainty around future rate paths, potentially amplifying market volatility.

Gate Research Institute Daily Report: March 17 saw the crypto market sustain its rebound trajectory. BTC remained at high levels, while ETH delivered a more pronounced recovery. Capital flows shifted from purely defensive positions to higher-volatility assets among mainstream tokens. Market sentiment continued to improve from the previous day, yet the panic index still signals a fear zone. For top-performing tokens, FET, APT, and DRIFT led gains among assets with market caps above $10 million, representing the AI smart network, public chain infrastructure, and on-chain derivatives sectors, respectively. On the industry front, key growth areas were concentrated in three themes: partnerships between Korean financial institutions for digital assets, development of tokenized securities and stablecoin platforms, and rising expectations for stablecoin licensing in Hong Kong. Regional markets are increasingly focusing on regulated stablecoins, tokenized securities on-chain, and the deployment of institutional-grade

Gate Research Daily Report: On March 16, the crypto market showed a rebound and recovery, with both BTC and ETH moving higher. However, capital continues to concentrate primarily in major assets, while opportunities among altcoins are mainly reflected through structural rotation. Among trending tokens, DKA (+43.34%), G (+30.98%), and NOS (+25.81%) ranked as the top three gainers among assets with circulating market capitalizations above $10 million. At the industry level, the tax dispute over stablecoins in Brazil is intensifying, tokenized stock distribution is accelerating, and the regulatory treatment of payment stablecoins under net capital rules is showing signs of easing. Overall, the sector’s main trajectory continues to shift toward payment compliance, on-chain securities, and institutional-grade financial infrastructure.

The pricing of Chinese meme coins is not grounded in expectations of future cash flows or technological progress, but is jointly shaped by structural changes in narrative transmission efficiency, the intensity of emotional consensus, and the density of attention. From the perspective of narrative economics, meme coins are not an exception marked by the collapse of value, but rather an extreme manifestation of “consensus preceding value”: price no longer serves as a shadow of intrinsic value, but as a metric of whether a narrative continues to be believed. Chinese meme coins are therefore not merely financial assets, but also vehicles for social sentiment and identity formation, with trading behavior simultaneously encompassing risk-based speculation, emotional compensation, and group belonging. In recent years, as attention has become an increasingly scarce resource, price has effectively become a quantitative expression of attention density.