Scan to download
BTC $75,301.31 -0.88%
ETH $2,319.89 -1.45%
BNB $620.87 -2.06%
XRP $1.42 -0.66%
SOL $85.03 -1.98%
TRX $0.3308 +0.82%
DOGE $0.0945 -1.64%
ADA $0.2464 -2.25%
BCH $439.51 -1.62%
LINK $9.17 -2.32%
HYPE $43.12 -2.81%
AAVE $93.73 -15.83%
SUI $0.9457 -2.81%
XLM $0.1685 -0.39%
ZEC $326.44 +0.43%
BTC $75,301.31 -0.88%
ETH $2,319.89 -1.45%
BNB $620.87 -2.06%
XRP $1.42 -0.66%
SOL $85.03 -1.98%
TRX $0.3308 +0.82%
DOGE $0.0945 -1.64%
ADA $0.2464 -2.25%
BCH $439.51 -1.62%
LINK $9.17 -2.32%
HYPE $43.12 -2.81%
AAVE $93.73 -15.83%
SUI $0.9457 -2.81%
XLM $0.1685 -0.39%
ZEC $326.44 +0.43%

weekly

Wintermute Weekly: Geopolitical tensions dominate the market, Bitcoin rises 2% weekly, narrowly holding the $67,000 support

Wintermute released its latest weekly report, stating that the current macro situation was entirely driven by geopolitical news last week: On Tuesday, the Iranian president signaled a ceasefire, causing the S&P 500 to surge about 2.9%, and Brent crude oil fell to $105; however, on Wednesday, Trump made a tough speech, promising "extremely severe" strikes against Iran for 2-3 weeks and showing no intention of reopening the Strait of Hormuz, leading WTI crude oil to soar 11% to over $111 on Thursday, while Asian markets plummeted.On Sunday, Trump threatened to bomb Iranian bridges and power plants on Tuesday, while also stating that it was "very likely" an agreement would be reached before Monday. Reports indicate that a 45-day ceasefire framework is under discussion. The current 10-year U.S. Treasury yield has risen to 4.36% (up 40bp since the conflict began), and swap market pricing shows a zero probability of a rate cut at the Federal Reserve meeting on April 28-29. PCE data will be released on Thursday, with the market watching whether the impact of oil prices will transmit to the Fed's preferred inflation indicators.In terms of digital assets, Bitcoin only rose 2% last week, with the fear and greed index at 9 (extreme fear), and social sentiment reaching the most bearish level since the conflict began. Institutional buying remains a key support, with net inflows into ETFs in March at $1.32 billion (the strongest since October 2025), Strategy increasing its holdings by 44,000 Bitcoins, and Morgan Stanley approved to list a spot ETF at a 14bp fee rate.However, in the last week of March, ETFs turned to outflows of $414 million, and the ratio of exchange whales rose from 0.34 in January to 0.79, while over-the-counter trading data also showed institutions shifting from buying to neutral to net selling. Ethereum performed well (+4.2%), with staking yields becoming a differentiated advantage in a "higher for longer" interest rate environment.Solana dropped below $80 due to a hack of the Drift protocol (resulting in a loss of $285 million, marking the second-largest hack in Solana's history). Wintermute stated that the Tuesday deadline for the Strait of Hormuz is a critical juncture. The 45-day ceasefire framework is the most concrete de-escalation effort since the conflict began, but damage to Iranian energy facilities, Gulf refineries, and port logistics has already occurred, and even a full ceasefire cannot restore pre-war shipping capacity overnight. If the "power plant day" threat materializes on Tuesday and Iran retaliates, the risk premium for oil prices will be immediately rebuilt.

Gate 2026 Q1 key data for spot listing: Continuously providing effective opportunities in a weak market, with a 35.7% exclusive project weekly increase exceeding 100%

Gate Research Institute released the "Gate Q1 2026 Key Data on Spot Listings," which analyzes the market performance of 37 new asset samples launched in Q1 across multiple time windows from 5 minutes to 7 days. The report indicates that in an environment where the market is under pressure and project differentiation is intensifying, new listings are not only a means to acquire project resources but also a comprehensive test of the platform's selection capability, liquidity organization, and price discovery efficiency.From the supply structure perspective, leading exchanges launched a total of 48 new projects in Q1, with Gate covering 37 of them, achieving a coverage rate of 77.1%. Among these, the proportion of initial listings is 73%, and the proportion of exclusive listings is 37.8%. In terms of post-listing performance, the percentage of new coins that increased in multiple time windows remained above 50%, with median returns of +9.3% for 24 hours and +10.0% for 3 days.Structurally, the average increase for initial listing projects reached 502.8% on the first day and 440.7% over 3 days, while non-initial listing projects achieved a 90% success rate for increases within 24 hours. Exclusive projects had a 71.4% success rate for increases within 72 hours, with a median return of +37.8%. Overall, Gate still demonstrates strong capabilities in project acquisition, selection, and result realization even in a weak market.
app_icon
ChainCatcher Building the Web3 world with innovations.