Gate Research Institute: Cryptocurrency Market Under Pressure from US Stocks and Gold/Silver Plunge | Moltbook Sparks Agents Social Media Frenzy

Cryptocurrency Asset Panorama

BTC (-3.85% | Current Price 75,523 USDT)

Against the backdrop of a synchronized decline in US stocks and gold/silver, BTC price movement shows a pattern of sharp drop —> panic sell-off —> weak rebound —> low-level consolidation. Fundamentally, no new systemic negative news has emerged, but the liquidity events related to exchanges during the “1011 Event” have been repeatedly revisited recently, and user confidence has yet to recover. The short-term moving averages MA5/MA10 have been reclaimed by the price but still slope flatly; the key medium-term resistance is above MA30. Although the short-term has temporarily halted the decline, the trend remains in a rebound phase within a downward channel. The next critical points are whether the $75,000 level can hold and whether the $80,000 level can be effectively reclaimed. If broken, it will test MicroStrategy’s cost basis again and may trigger further panic or lead to support around $70,000.

ETH (-9.9% | Current Price 2,197.86 USDT)

ETH’s trend is weaker than BTC. Under risk appetite contraction, ETH experienced a rapid decline with high volume long shadows, and after a clear panic spike around $2,220, it rebounded but with limited height, quickly turning into sideways consolidation at low levels and drifting downward. Technically, the current price remains below MA5/MA10, with the two short-term moving averages beginning to form “overhead resistance.” More critically, MA30 is significantly downward-sloping and diverging from the price, with persistent selling pressure above, each rally being sold back. The $2,200 level will be an important short-term support; if broken, it could open further downside space, with attention to $2,150 and the psychologically significant $2,000 levels.

GT (-8.82% | Current Price 7.75 USDT)

GT is in a recovery phase following a risk-off correction in the broader market. It previously declined from $10.10 to around $8, with a notable panic spike at the $8 level, then entered a low-level sideways consolidation with turnover. Currently, the price is still under MA30 resistance. Short-term, focus on the recent consolidation zone between $8.10–$8.15, and whether it can re-establish and stabilize above the previous range of $8.45–$8.55. Overall, for platform tokens like GT, the short-term movement is mainly driven by overall risk appetite and exchange sector sentiment. When macro stability is uncertain, it’s difficult to see independent trends.

Daily Gainers and Losers Tokens

In the past 24 hours, crypto risk assets collectively retreated, with ETH significantly underperforming BTC, down over 6%; mainstream altcoins also declined, with BNB, SOL, and XRP each dropping more than 3%. Funds are currently more inclined to hold stablecoins. Meanwhile, the Fear & Greed Index stands at 14, in extreme fear territory, sharply down from 20 last week, hitting the lowest point of the year.

POKT Pocket Network (+52.79%, Circulating 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%, Circulating 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 where users can forecast cryptocurrency, stock prices, eSports, culture, politics, and other events.

The rise of LMTS is mainly due to an active buyback mechanism and the impact of the January milestone event. The Limitless team has executed a weekly $50,000 buyback plan funded by protocol revenue, directly absorbing market selling 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 record, with over 54,000 active traders.

AVA AVAAI (+25.91%, Circulating 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 startup platform that creates audiovisual AI Agents through video.

The rise of AVA may be driven by ecosystem support and narrative factors. Influential supporters like Arthur Hayes continue to amplify, along with collaborations with NFT brands such as Pudgy Penguins, increasing project exposure. Coupled with recent AI agent updates, this enhances long-term potential and attracts investor accumulation.

Hotspot Analysis

Prediction Market January Monthly Trading Volume Exceeds $12 Billion, 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 not only reflects deep real-world applications of blockchain technology but also benefits from increased global uncertainty events (such as elections and sports competitions), accelerating capital inflows and expanding market size.

Meanwhile, on-chain prediction market monthly fees exceeded $11 million, dominated 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. The prediction economy is becoming one of the core growth engines of the Web3 ecosystem.

Moltbook Sparks AI Agents Social Wave, Clanker Meets Token Issuance Demand

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, form virtual religions like “Crustafarianism,” and even debate human privacy and autonomy, attracting 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. This may mark 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, its daily creation of tokens exceeded 13,000, with related tokens trading over $300 million in two days and daily fees surpassing $300,000. In the short term, this is an Agent narrative connecting social layers directly to financialization and monetization, but whether it can sustain long-term depends on whether verifiable real use cases and retention emerge among the vast new tokens.

Meme Coin Collapse, Famous Meme KOL Murad Lost $58 Million in Six Months

Famous Meme coin KOL Murad Mahmudov’s investment 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 also sparked widespread discussion in the crypto community. Some praise Murad’s “diamond hands” spirit, believing his refusal to sell at the high points shows conviction; others warn about the speculative nature of Meme, reflecting the recent bearish sentiment in the crypto market. Investors should 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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