Macro Trends

Gate Research Daily Report: On January 27th, BTC and ETH prices experienced fluctuations. Pump.fun's cumulative revenue surpassed $470 million, with over 6.7 million tokens deployed. Jupiter's TVL broke through $2.9 billion, setting a new all-time high. Ohio, USA, has rolled out a strategic Bitcoin reserve bill. Brazil banned the local Worldcoin iris-scan-to-crypto exchange program. Additionally, the Accrue project in the payments sector completed a significant funding round.

Decentralised Science is a new paradigm that promises to rebuild scientific research on stronger foundations. The current spotlight of DeSci projects focuses on pharmaceutical drugs, one of the low-hanging fruits for improving the most important resource for humanity - our health.

Circle is developing an open technology platform powered by USDC. Building on the U.S. dollar's strength and widespread adoption, the platform taps into the internet's scale, speed, and low cost to drive network effects and practical applications for financial services.

This article provides an in-depth analysis of the current state of the cryptocurrency market and the potential impact of Donald Trump's presidency on the industry. Through interviews with various Web3 professionals—including operations specialist Susu, exchange employee Alexis, project founder May Wong, and investment managers Kevin and Sam—it explores multiple dimensions of the crypto market. The article highlights the growing consensus of Bitcoin as "digital gold," examines the current landscape of Web3 project investments, and traces the evolution of cryptocurrency from a niche interest to mainstream adoption, offering readers a comprehensive view of the industry.

Gate Research Daily Report: BTC and ETH prices are currently in a consolidation range, with BTC's price rising by 0.20% over the past 24 hours. Ethereum Layer-2 protocol transaction throughput hits a new high, with BASE leading the growth, accounting for 67%. Trump signs an executive order on cryptocurrency, exploring a national crypto asset reserve. Senator Lummis is appointed chair of the Senate Banking Subcommittee on Digital Assets, promoting Bitcoin as a strategic reserve. The SEC withdraws SAB 121, allowing banks to custody cryptocurrencies.

This report provides a comprehensive analysis of the past year's market performance and future development trends from four key perspectives: market overview, popular ecosystems, trending sectors, and future trend predictions. In 2024, the total cryptocurrency market capitalization reached an all-time high, with Bitcoin surpassing $100,000 for the first time. On-chain Real World Assets (RWA) and the artificial intelligence sector experienced rapid growth, becoming major drivers of market expansion. Additionally, the global regulatory landscape has gradually become clearer, laying a solid foundation for market development in 2025.

Gate Research Weekly Review & Outlook: This week, BTC experienced a surge and pullback, reaching a high of $109,702.5. ETH price continued to consolidate within a range, showing weaker performance compared to BTC. Trump's inaugural speech did not mention cryptocurrencies, leading to continued market volatility. Trump's pardon of Silk Road founder Ross Ulbricht sparked discussions in the crypto community. Cuba's official X account was hacked, and a related token was issued. The TVL of the RWA protocol grew by over 200% year-over-year, reaching $7.3 billion. OP will unlock tokens worth approximately $52.97 million on January 31, representing 2.32% of the total supply.

After Trump's election victory, the crypto market entered a bull run. This report will analyze how investors typically allocate cryptocurrency investments during bull markets, summarizing investment patterns, strategies, and preferred asset allocations. In the recommendations section, it will explore how market sentiment, regulatory policies, and emerging technologies influence investment decisions, providing examples to help investors optimize asset allocation during periods of market growth.

Gate Research (January 18-24, 2025) – This report comprehensively analyzes key developments in the cryptocurrency market and the broader macroeconomic landscape. On January 20, Trump's inaugural speech did not address cryptocurrencies, leading to noticeable volatility in the crypto market. On January 21, Trump nominated Caroline Pham as the acting chair of the Commodity Futures Trading Commission (CFTC). On January 22, Trump announced a $500 billion AI project in partnership with three major tech giants.

This article provides a comprehensive overview of the a16z ecosystem, covering its investment characteristics, scale, popular projects, and future investment focuses, offering valuable insights for your investment decisions.

With the rapid rise of Web3 projects, financing methods have become increasingly diversified. Traditional equity financing and venture capital models can no longer meet the unique needs of this emerging industry. This article will analyze Web3 funding methods from multiple perspectives, helping entrepreneurs gain a comprehensive understanding of financing options at different stages and their applicable scenarios.

As the value of Bitcoin continues to rise, countries that initially accumulated it at lower levels have gained significant unrealized profits. At the same time, as major economies such as the United States shift towards a more positive and open stance on Bitcoin, an increasing number of countries are starting to pay attention to and prioritize crypto assets. It is expected that more countries may include Bitcoin as part of their national reserves in the future.

Gate Research Daily Report: On January 22, BTC and ETH showed a volatile upward trend, with BTC currently priced at $105,997.4. Solana's stablecoin market capitalization surpassed $10 billion, growing by 69.5% in the past 7 days. MicroStrategy acquired 11,000 bitcoins, bringing its total holdings to 461,000 bitcoins. Hyperliquid's 24-hour trading volume exceeded $22 billion, with its open interest reaching $4.7 billion. Bitcoin mining company MARA Holdings is committed to bringing its strategic Bitcoin reserve program to all 50 U.S. states and the federal government.

This report provides an in-depth analysis of the current state and trends in cryptocurrency security in 2024. We will review major security incidents from this year, analyzing attackers' common methods, targets, and resulting losses. We will also examine historical case studies and draw lessons from them. Furthermore, the article looks ahead to future challenges and opportunities in cryptocurrency security, and explores how regulatory authorities and industry participants can work together to address these challenges and build a more secure and reliable cryptocurrency ecosystem.

Gate Research Daily Report: On January 21, Raydium fees hit an all-time high of $32.42 million. B² TVL surpassed $380 million, also setting a new historical peak. Digital asset investment products saw inflows of $2.2 billion last week, with $2 billion of that coming from U.S. funds. President-elect Trump nominated Caroline Pham as the acting chair of the CFTC. World Liberty increased its holdings of various crypto assets by over $51 million. The Ethereum Foundation will allocate 50,000 ETH to participate in the DeFi ecosystem, with test transactions already conducted on Aave.