VIP Daily Industry Report

On Sept 24, BTC traded at $112,462 with weak rebound momentum; ETH recovered to $4,192 under mid-term pressure; GT hovered at $16.27 in consolidation. The market stayed cautious. Hot tokens saw strong inflows: SVL surged 61.17%, BARD rose 47.33%, and HEMI gained 53.20%. On the macro side, Vitalik highlighted full-stack openness and verifiability, Tether reportedly seeks up to $20B funding at a $500B valuation, and Seedify suffered a hack, spotlighting cross-chain bridge risks.

Gate Research Daily Report: On September 25, BTC and ETH remained in a consolidation phase, while small- and mid-cap tokens saw notable moves. IN surged over 70% following the launch of its strategy automation product, attracting strong capital inflows. FLUID and SNX rose 28% and 25%, respectively, driven by TVL growth, token buyback plans, and perpetual incentive programs. Gate introduced its Layer 2 network, Gate Layer, marking a comprehensive upgrade to the GT ecosystem and its deflationary mechanism. Meanwhile, the crypto market experienced its largest liquidation event of the year, triggered by excessive leverage and cascading sell-offs. SUI Group revealed a heavy position in SUI and a stock buyback plan, signaling strong capital backing and market confidence.

Gate Research Daily Report: On September 22, BTC faced resistance near $117,900 and continued to decline, currently trading around $114,300 with a brief dip to $114,250; ETH remained under pressure above $4,460 and continued downward, breaking below $4,300 to reach a short-term low of $4,289; GT entered a sustained correction phase, dropping to around $16.55, reflecting bearish market sentiment. Meanwhile, AVNT (+31.11%), ME (+24.85%), and RON (+1.98%) bucked the trend with strong gains, highlighting that small-cap tokens in hot sectors tend to attract capital during market turbulence. StandX TVL surpassed $60 million, setting a new all-time high; 0G Labs mainnet Aristotle officially launched; Story ecosystem IPRWA project Aria introduced the institutional-grade on-chain IP investment platform, Aria PRIME.

On September 11, the crypto market recorded significant gains. BTC maintained a stable position at $114,000. ETH returned to the key $4,400 level. Linea concluded its TGE, launched the airdrop claiming process, and fostered ecosystem growth. The OpenSea Foundation plans to announce its SEA TGE, which has driven sustained capital interest and increased focus on emerging segments and new narratives.

Gate Research Daily Report: On September 12, the crypto market saw a mild rebound, with BTC and ETH continuing their upward consolidation. On-chain highlights included Solana’s TVL surpassing $12.4 billion to reach a new all-time high, reinforcing its position as a leading high-performance blockchain. Avalanche launched a $1 billion crypto treasury initiative, aimed at boosting AVAX’s liquidity and capital support. Meanwhile, creator earnings on Pump.fun exceeded protocol revenue for the first time, with Project Ascend driving a new growth curve for the platform. Among trending tokens, PTB surged 43.71% on token launch momentum and BTCFi narrative; NMR rose 17.65% amid renewed interest in the AI + DeFi theme; and PI gained 3.14% as protocol upgrades embedding KYC mechanisms fueled mainnet anticipation.

Gate Research Daily Report: On Sept 5, BTC traded at $111,277 with a short-term bullish bias; ETH stabilized above $4,326; GT consolidated at $16.82. IXORA surged 93.24%, while LVVA and PTB gained 43.10% and 35.39%. BTC & ETH ETFs saw net inflows exceeding $800M, signaling strong institutional demand. iSpecimen advanced a $200M digital asset reserve plan, and Plume integrated USDC with CCTP V2, boosting Web3 adoption.

Gate Research Daily Report: On August 25, BTC was trading around $112,800, remaining in a broadly downward and volatile pattern; ETH’s short-term trend entered a consolidation phase, navigating between key support and resistance levels; GT was priced around $17.54, showing a recent pattern of rallying and then pulling back. Meanwhile, tokens such as NEON (+46.89%) and QTUM (+33.25%) saw explosive gains, indicating strong capital inflows into niche sectors.USDC usage on the Ethereum network reached an all-time high, with monthly transfer volume hitting $74.83 billion. The Hong Kong Monetary Authority will implement the Basel crypto asset capital requirements starting January 1, 2026. Additionally, SBI Group partnered with Chainlink to accelerate the adoption of digital assets among global institutional players.

On March 23, the crypto market returned to a choppy and slightly bearish structure, with both BTC and ETH pulling back. Major assets continue to dominate overall direction, while opportunities in altcoins remain concentrated in localized rotation. Among top gainers, SIREN (+169.56%), BR (+59.80%), and BANANAS31 (+48.29%) ranked as the top three performers among assets with a market capitalization exceeding $10 million. At the industry level, three key themes are emerging as the most notable: shared infrastructure for digital gold, institutional-grade capital market connectivity, and stablecoin treasury platforms. The broader narrative continues to evolve toward standardization, interoperability, and infrastructure development.

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 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 January 23, BTC rebounded after a sharp sell-off that previously pushed it down to around $87,000, and is now consolidating within the $89,300–$89,900 range; ETH staged a technical rebound after falling to around $2,866, but retreated after facing resistance near $3,000 and is now moving sideways between $2,930–$2,980; GT, after rebounding from lower levels, is capped by resistance near $10.10 and continues to trade in a weak consolidation pattern; XRD led small-cap tokens with a surge of +60.19%. Meanwhile, South Korean authorities reported that BTC under custody may have been stolen in a phishing attack, involving around $47 million; Citi warned that the recent surge in Ethereum on-chain activity is likely driven mainly by “address poisoning” scams; and World Liberty Financial’s partnership with Spacecoin to launch the USD1 satellite DeFi project has drawn market attention.

On January 21, the crypto market continued to pull back and consolidate, with risk appetite cooling notably. BTC and ETH came under simultaneous pressure: BTC fell back to around USD 89,000 after breaking below its short-term moving average structure, while ETH saw a relatively larger decline and remains in a weak recovery phase, with major assets dragging on the overall index. On the thematic side, mid- and small-cap tokens such as AIA, MBG, and ARC moved against the trend, supported by narratives around AI agents, on-chain integration of traditional finance, and developer tools, highlighting clear structural divergence. From a structural perspective, Ethereum staking demand continued to improve, with unstaking pressure fading and the staked ratio approaching 30%; meanwhile, Solana’s staking ratio climbed to a record high of 68.8%, indicating that parts of the public-chain ecosystem are still attracting long-term capital. However, whether the broader market can stabilize will still depend on sentiment recove

Gate Research: On January 19, after a period of high-level consolidation, the crypto market saw a broad de-leveraging wave: BTC and ETH fell more than 2%, losses in altcoins widened, and risk appetite contracted. Among notable movers, DUSK surged on catalysts including its mainnet launch, RWA partnerships, and expectations of institutional adoption; NAM experienced sharp swings amid thin liquidity and a technical breakout; and FRAX rallied on its rebranding and broader ecosystem expansion. In today’s highlights, Ethereum’s staking entry queue climbed to its highest level since August 2023 while the exit queue fell to zero; Vitalik Buterin and Solana co-founder Anatoly Yakovenko reignited debate over whether protocols should “ossify” or keep evolving, underscoring two divergent paths between long-term stability and continuous iteration; and as Vibe Coding gains momentum, supply-chain style risks tied to IDE auto-execution settings have become a growing focus for developers.

Gate Research Daily Report: On January 16, BTC entered a corrective consolidation phase after surging to around $97,900 and is now oscillating in the $95,000–$95,500 range; ETH moved into a high-level consolidation after hitting a peak near $3,403, with prices fluctuating narrowly between $3,280 and $3,320; GT shifted into range-bound consolidation after a prior rally to 10.83; and OWL led small-cap tokens with a +57.75% gain. XRP broke below the $2.10 level, with technical selling pressure dominating the short-term trend; BitMine said its $13 billion ETH holdings could generate over $400 million in annual revenue and expressed confidence that its investment in MrBeast could deliver a “10x” return; and Ripple injected $150 million into LMAX to push the RLUSD stablecoin into institutional trading infrastructure.

Gate Research: On January 14, the crypto market rallied broadly as macro sentiment improved and risk appetite recovered. Bitcoin surged and then consolidated at elevated levels, while Ethereum outperformed to lead the move, with other major assets rising in tandem. Among the day’s top movers, BOT spiked on the back of AI trading-tool narratives and speculative flows; MFER gained as the meme sector rebounded and capital rotated; and ARRR drew attention amid a renewed privacy narrative and a broader upswing across privacy coins. In key highlights, Gate expanded its TradFi derivatives offering by adding CFD access to gold, FX, indices, and other traditional assets, further strengthening its multi-asset suite; Wintermute outlined three potential catalysts for an altcoin rebound in 2026; and Polygon Labs announced the acquisition of Coinme and Sequence for over $250 million to accelerate the rollout of its compliant stablecoin payments “open stack.”