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BTC $60,793.94 -0.79%
ETH $1,563.35 -2.41%
BNB $574.36 -0.27%
XRP $1.09 -1.41%
SOL $62.09 -5.19%
TRX $0.3217 -0.35%
DOGE $0.0813 -1.55%
ADA $0.1597 -1.24%
BCH $215.29 -1.95%
LINK $7.38 -1.04%
HYPE $58.15 -2.64%
AAVE $60.60 -3.99%
SUI $0.7176 +0.58%
XLM $0.2111 +11.27%
ZEC $358.46 +1.08%
BTC $60,793.94 -0.79%
ETH $1,563.35 -2.41%
BNB $574.36 -0.27%
XRP $1.09 -1.41%
SOL $62.09 -5.19%
TRX $0.3217 -0.35%
DOGE $0.0813 -1.55%
ADA $0.1597 -1.24%
BCH $215.29 -1.95%
LINK $7.38 -1.04%
HYPE $58.15 -2.64%
AAVE $60.60 -3.99%
SUI $0.7176 +0.58%
XLM $0.2111 +11.27%
ZEC $358.46 +1.08%

sector

Data: The cryptocurrency sector shows mixed performance, the AI sector rises over 3.5%, and BTC falls below $63,000

According to SoSoValue data, the cryptocurrency market shows a mixed performance, with the AI sector rising 3.59% in 24 hours. Within this sector, Worldcoin (WLD) surged 22%, while SkyAI (SKYAI) and Tagger (TAG) increased by 6.26% and 10.28% respectively. At the same time, the DeFi sector rose 1.93%, with Hyperliquid (HYPE) up 2.20%, briefly surpassing $75 during the day, setting a new historical high. Ethena (ENA) saw a significant increase of 21.51% due to factors such as Coinbase Ventures' initial investment in its tokens.Additionally, Bitcoin (BTC) fell again by 6.19%, briefly dropping below $62,000 during the day; Ethereum (ETH) decreased by 4.52%, falling below $1,800.In other sectors, the RWA sector rose 1.48% in 24 hours, with Ondo Finance (ONDO) increasing by 0.56%; the NFT sector rose 2.55%, with Audiera (BEAT) up 19.27%.The Layer2 sector fell by 1.04%, with Polygon (POL) rising by 0.69%; the Meme sector decreased by 1.85%; the Layer1 sector dropped by 3.67%, while Kaspa (KAS) rose by 6.30%; the PayFi sector fell by 3.73%, with Monero (XMR) increasing by 7.60%; the CeFi sector dropped by 5.14%, while Aster (ASTER) rose by 0.15%.The cryptocurrency sector indices reflecting historical market trends show that the ssiSocialFi, ssiCeFi, and ssiMAG7 indices fell by 8.61%, 5.61%, and 5.35% respectively.

The AI infrastructure sector remains active, with Gate NVDAX contract key indicators consistently ranking first in the world

Recently, funds have continuously flowed into the AI infrastructure sector, significantly increasing the trading activity of computing power and data center-related assets. According to Gate market data, NVIDIA (NVDAX) is currently priced at $216.60, up 0.25% in 24 hours; Marvell Technology (MRVL) is currently priced at $205.17, up 0.82% in 24 hours. According to CoinGlass data, the NVDAX contract position on the Gate platform reached $4.08 million, with a 24-hour trading volume of $2.46 million, both ranking first in the world; the MRVL contract position reached $1.46 million, ranking among the market leaders. Relevant data indicates that AI computing power and data center infrastructure-related assets remain an important direction for capital allocation.It is reported that Gate's stock trading service has officially launched, allowing users to directly trade over 10,000 mainstream U.S. stocks and ETFs using USDT, covering major U.S. securities trading markets and liquidity networks such as NYSE, Nasdaq, NYSE Arca, NYSE American, and BATS, providing users with a more comprehensive choice for global securities asset allocation and further bridging crypto assets with traditional financial markets. Based on a unified account system, users can achieve flexible allocation of digital assets and global securities assets on the same platform, enhancing cross-market investment efficiency.

The US stock market's semiconductor technology and memory chip sectors remain active, with Gate ranking among the industry leaders in contract trading volume related to MU and SNDK

Recently, the semiconductor and memory chip sectors of the US stock market have continued to strengthen, with significant increases in trading activity for related assets. According to Gate market data, Micron Technology (MU) reached a 24-hour high of $951.26, currently reported at $936.77, with a 24-hour increase of 2.76%; SanDisk (SNDK) reached a 24-hour high of $1693.83, currently reported at $1654.41, with a 24-hour increase of 5.94%.According to CoinGlass data, the 24-hour contract trading volume for MU (Micron Technology) on the Gate platform reached $15.1529 million, while SNDK (SanDisk) reached $11.2302 million, both ranking among the top in the industry, with related trading activity continuing to rise.As global demand for traditional asset allocations like US stocks continues to grow, Gate is continuously bridging cryptocurrency and traditional financial trading scenarios through a unified account system. Users can conveniently participate in trading global mainstream assets such as stocks, metals, foreign exchange, indices, and commodities through a single USDT account, further enhancing cross-market trading efficiency and capital utilization flexibility.Gate has launched over 130 US stock-related perpetual contract targets, as well as over 430 CFD contract targets, and is continuously expanding its diverse product lines including spot tokens, perpetual contracts, and on-chain assets, supporting 24/7 trading to provide users with a more flexible and efficient one-stop global asset trading experience.

Tom Lee: The bear market for tech giants is over, but other sectors may face a "rolling bear market."

Fundstrat's research director Tom Lee stated that although the "Tech Seven" have emerged from the downturn, the overall market risks have not been alleviated, and other sectors may gradually enter a "rolling bear market" later in 2026.He believes that the demand for AI remains strong, which will support the major indices in maintaining resilience by the end of the year, but internal market differentiation will intensify. In an interview with CNBC, he said, "The bear market for the Tech Seven and the software sector has ended," but emphasized that this does not represent the overall market.Lee pointed out three potential disruptive factors: fluctuations in the midterm election cycle, selling pressure after the lock-up period for tech company IPOs expires, and tight energy supply. Among these, he views energy as the most direct risk, warning that "the moment of reckoning is approaching: there is a shortage of oil product inventories that cannot be alleviated in the short term," and companies reliant on energy will be under pressure.He remains optimistic about the core support of the U.S. economy—energy independence and improved AI productivity—advising investors to focus on areas with strong earnings certainty, stating that "the companies that truly strengthen are those that control scarce resources." He mentioned that the semiconductor sector has shown signs of overheating, but in the short term, capital momentum still leans towards AI suppliers and tech leaders, while other industries may gradually enter an adjustment phase.

Gate Ventures: The market is entering a phase of structural repair, with capital inflows focusing on leading assets and infrastructure sectors

According to Gate Ventures' latest weekly report, there has been a significant style shift in global stock markets, with funds rotating from growth sectors to value and defensive assets. The Dow Jones Index rose by 2.22%, and labor market data remains resilient. Macroeconomic indicators show a divergence, with the composite PMI preliminary value rising to a two-year high of 54.4, but input cost pressures still exist. Coupled with the ongoing impact of high interest rates on real estate activity, the economy overall presents a structural state of coexistence between expansion and pressure. The cryptocurrency market has slightly retreated, with BTC down 0.5% and ETH down 1.6%; the total market capitalization declined by 0.4%, remaining flat compared to last week, and market sentiment is in a moderate recovery phase.At the asset and industry level, the top 30 assets averaged a rise of 4.2%, with HYPE and ZEC leading the performance, influenced by factors such as ecosystem expansion, liquidity improvement, and easing regulatory uncertainty. In terms of industry dynamics, on-chain infrastructure and the compliance process continue to advance, with active financing and product iteration in areas such as prediction markets, on-chain derivatives, and payment networks. In terms of investment and financing, a total of 24 transactions were completed last week, disclosing a total financing amount of approximately $532.6 million, with infrastructure and DeFi being the main sectors of flow, and Kalshi securing a single financing of $200 million.Additionally, Variational completed a $50 million Series A financing, AEON completed $8 million in pre-seed financing, while infrastructure and social blocks recorded 12 and 6 transactions, respectively. Overall, against the backdrop of macro volatility and market divergence, capital allocation continues to trend towards long-term infrastructure and real application scenarios.
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