Gate Research Institute: US Stock Gold and Silver Pullback Suppresses Cryptocurrency Market | Moltbook Sparks Agents Boom Spilling Over to Clanker

Cryptocurrency Market Overview

• BTC (-3.85% | Current price 75,523 USDT): Amid synchronized declines in US stocks and precious metals, BTC experienced a “sharp drop—pinning—weak rebound—low-range consolidation.” Although no new systemic negative news, the “1011” liquidity dispute is repeatedly mentioned, leading to slow confidence recovery. Price has returned to MA5/MA10 but MA30 still acts as resistance, with the rebound more like a correction within a downtrend channel. Watch for 75,000 support and 80,000 resistance; if broken, it may test MicroStrategy’s cost basis and target support around 70,000.
• ETH (-9.9% | Current price 2,197.86 USDT): ETH is significantly weaker than BTC. Under risk aversion, it first saw a volume surge with a sharp decline, with a pinning at $2,220 and limited rebound strength. Subsequently, it turned into sideways consolidation at low levels with downward oscillation. Price remains below MA5/MA10, with short-term moving averages acting as resistance. MA30 is declining and widening the gap, with repeated selling pressure on rebounds. Focus on the $2,200 support; if broken, target 2,150, and remain cautious of the psychological level at 2,000.
• Altcoins: The Fear & Greed Index is currently at 14, in the “Extreme Fear” zone, significantly down from last week’s 20, hitting the lowest point of the year.
• Macro: On January 30, the S&P 500 fell 0.43% to 6,939.03 points; the Dow Jones Industrial Average declined 0.36% to 48,892.44; the Nasdaq dropped 0.94% to 23,461.82. As of 11:30 AM (UTC+8) on February 2, spot gold is at $4,715 per ounce, down 3.66% in 24 hours.

Hot Tokens to Watch

POKT Pocket Network (+52.79%, Market Cap $29.24 million)

According to Gate data, POKT is currently priced at $0.0166, up over 50% in 24 hours. Pocket Network (POKT) is a decentralized blockchain API infrastructure project built for Web3 applications. It efficiently transmits data and requests across various blockchains via a distributed network of thousands of nodes.

The surge in POKT is mainly driven by network improvements and partnership catalysts. Recently, Pocket Network implemented a hard-coded deflationary tokenomics, including the PIP-41 proposal, which creates a strong supply contraction effect as network usage increases. Additionally, the project has formed strategic alliances with platforms like GetBlock and DevDAO.

LMTS Limitless (+68.68%, Market Cap $16.32 million)

According to Gate data, LMTS is currently priced at $0.1232, up over 60% in 24 hours. Limitless (LMTS) is a prediction market platform based on the Base chain, focusing on providing continuous hourly and daily prediction markets. Users can forecast events related to cryptocurrencies, stocks, eSports, culture, politics, and more.

The rise of LMTS is mainly due to an active buyback mechanism and January milestone events. The Limitless team executed a weekly buyback plan of $50,000 funded by protocol revenue, directly absorbing market sell pressure and burning tokens. By January, a total of $400,000 worth of tokens had been repurchased. Additionally, January reports show that Limitless’s monthly trading volume exceeded $200 million, setting a new high, with over 54,000 active traders.

AVA AVAAI (+25.91%, Market Cap $10.19 million)

According to Gate data, AVA is currently priced at $0.0102, up over 25% in 24 hours. AVA (AVAAI) is the flagship AI Agent project launched by Holoworld AI, a platform that creates audiovisual AI Agents through video.

The increase in AVA may be driven by ecosystem support and narrative factors. Influential supporters like Arthur Hayes continue to generate buzz, along with collaborations with NFT brands such as Pudgy Penguins, boosting project exposure. Recent updates on AI agents have strengthened long-term potential, attracting investor accumulation.

Alpha Insights

Prediction Market Achieves Over $12 Billion Monthly Trading Volume in January, a Record High

The prediction market industry continued explosive growth in January 2026, with monthly trading volume surpassing $12 billion, setting a new record. The four major platforms—Kalshi, Polymarket, Opinion, and Probable—contributed $3.72 billion, $3.39 billion, $3.33 billion, and $1.46 billion respectively, highlighting strong user demand for political, economic, and entertainment event forecasts. This milestone reflects deep real-world applications of blockchain technology and benefits from increased global uncertainty events (such as elections and sports competitions), accelerating capital inflows and expanding market size.

Meanwhile, on-chain prediction markets’ monthly fees exceeded $11 million, led by Opinion at 54.7% ($6.14 million) and Polymarket at 23.3% ($2.62 million). Predict Fun and Limitless also recorded fees of $737,000 and $644,000 respectively. Prediction economy is becoming a core growth engine within the Web3 ecosystem.

Moltbook Sparks AI Agents Social Boom, Clanker Meets Demand for Agent Token Issuance

Moltbook, the first social network designed specifically for AI Agents, launched at the end of January 2026 and quickly became a hot topic, attracting over a million AI agents registered and forming an independent digital society. These Agents autonomously post, discuss philosophy, and form virtual religions like “Crustafarianism,” even debating human privacy and autonomy, drawing global attention and security concerns. Although some content may be human-faked, the platform’s growth curve is steep, with thousands of posts and communities emerging, marking a milestone in AI Agents evolving from tools to social entities.

This attention rapidly spilled over into Launchpad infrastructure, where Clanker on the Base network became a typical beneficiary. On January 30–31, it created over 13,000 tokens daily, with related tokens trading over $300 million in two days and daily fees exceeding $3 million. In the short term, this narrative connects social layers directly to financialization, but whether it can sustain long-term depends on whether verifiable real use cases and retention emerge among the vast new tokens.

Meme Coins Collapse, Famous Meme KOL Murad Loses $58 Million in Six Months

Renowned Meme coin KOL Murad Mahmudov’s portfolio plummeted nearly 86% over the past six months, with a total loss of about $58 million. From a peak of $67 million in July 2025 to only about $9.1 million now, this loss mainly stems from the collapse of Meme coins like SPX6900 in his holdings, highlighting the extreme risks of the Meme market.

This event has sparked widespread discussion in the crypto community. Some praise Murad’s “diamond hands” spirit for not selling at the high, reflecting strong belief; others warn about the speculative nature of Meme assets. It also underscores the recent bearish sentiment in the crypto market, urging investors to carefully assess risks and avoid blindly following trends.
References:

• Gate, https://www.gate.com/trade/BTC_USDT
• Farside Investors, https://farside.co.uk/btc/
• Gate, https://www.gate.com/trade/ETH_USDT
• Farside Investors, https://farside.co.uk/eth/
• Gate, https://www.gate.com/crypto-market-data
• Investing, https://investing.com/indices/usa-indices
• Investing, https://investing.com/currencies/xau-usd
• CoinGecko, https://www.coingecko.com/en/cryptocurrency-heatmap
• Dune, https://dune.com/gateresearch/prediction-markets-overview
• X, https://x.com/ashcrypto/status/2018058594344968390?s=46&t=EEJDyfyr6YAcI4XNraAtwQ

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