BTC rose sharply and then fell back, with ETH leading the market pump and clear signs of institutional funds getting on board.

FlashLoanLarry

2025-07-26 05:55:19

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Crypto Market Weekly Report

Market Overview

market main trends

The market sentiment index rose to 91%, entering the extreme greed zone. Although BTC briefly broke through 100,000 on Thursday before pulling back, the overall market resilience remains strong. The strong performance of ETH has driven the overall rise of the crypto market, showing that market confidence in mainstream coins continues.

The market value of stablecoins is steadily increasing, with USDT growing by 1.74% to $141 billion and USDC growing by 2.03% to $40.2 billion, indicating a continuous inflow of new funds into the crypto market. On-chain data shows that large transfers are active, and there are clear signs of institutional funds entering the market. The off-exchange premium remains within a reasonable range, indicating a healthy supply and demand for market funds.

The total locked value in the DeFi sector ( TVL ) surged from 46.8 billion USD to 53.2 billion USD, an increase of 13.67%. Liquidity staking projects performed the most prominently, mainly benefiting from the rise in underlying asset prices and increased staking yields. The activity of lending protocols has significantly increased, reflecting a rise in leverage demand. DEX trading volume continues to rise, indicating increased market activity.

The performance of the meme coin sector has been relatively sluggish this week, with a weekly return rate of only 11.94%. The issuance of new projects has decreased, and investor interest has clearly diminished. Funds are starting to shift towards projects with actual application scenarios and fundamentals. The discussion activity on social media has declined, indicating a reduced risk appetite among investors.

Layer 1 projects have gained the highest attention on social media, with a weekly return rate of 40.04% in the PayFi sector. AI Agent projects have started to receive a new round of market attention, especially those on Solana, TON, and Base chains. High-yield staking products in DeFi projects continue to attract attention. The NFT market's trading activity has picked up, but the overall valuation is still searching for a bottom.

Hot Tracks

Tron ecosystem

This week, the price of TRX tokens has surged significantly, driving up the popularity of the Tron ecosystem. As the main trading chain for USDT, activities on the Tron chain have increased dramatically.

Tron's TVL increased from $797 million to $932 million, a growth of 16.93%, ranking first among major public chains. The number of weekly active accounts reached 3.6725 million, an increase of 18.06% compared to last week. The weekly trading volume of USDT reached $131.4 billion, an increase of 16.23% compared to last week.

In the ecosystem, the TVL growth rates of Justlend and SUN reached 55.34% and 39.49%, respectively. Funds on the Tron chain continue to flow into DeFi projects, demonstrating strong development momentum.

AI Agent

Since the AI concept entered the crypto market at the end of last year, the AI track has been a hot topic. After the launch of the first AI Agent token GOAT in October this year, AI Agent Meme quickly became the market focus.

The AI Agent track has formed three sub-directions: Meme coins, issuance platforms, and underlying infrastructure. Currently, it is mainly developing on the Solana, TON, and Base chains.

The token prices of AI agent launch platforms such as VVAIFU, VIRTUAL, and CLANKER have risen rapidly, forming a certain market capitalization. However, they have not yet been listed on top exchanges and are still in the early stages.

This week, OpenAI announced a new product showcase lasting 12 days, sparking market speculation about the AI sector. It is expected that the AI sector may see a good increase in the next 10 days, and investors should pay more attention to related projects.

DeFi track

TVL growth ranking

The top 5 projects with the highest TVL growth in the crypto market over the past week, with over 30 million USD (:

BounceBit: 134.26%
Astherus: 102.65%
StakeDAO: 77.17%
Flexa: 74.51%
SaucerSwap: 68.16%

BounceBit has increased the staking rates for various tokens this week, with a 30-day annualized rate for USDT reaching 35.45%, attracting a large number of users to participate in staking.

Astherus collaborates with Movement Labs and receives investment from Binance Labs. An event is held to offer 5x AU points rewards.

The yield rates of various Stake DAO products have increased, with sdToken reaching a maximum APY of 152%, attracting a large number of users to participate.

Flexa has made progress in offline development, allowing users to use it in thousands of stores across the United States. Integrated with Zcash to promote the daily use of ZEC.

SaucerSwap, as the largest DEX on the Hedera chain, has seen an increase in trading volume driven by the rise of HBAR. A new event has been launched to reward liquidity providers.

) Overall performance of the track

The TVL of DeFi projects increased from $46.8 billion to $53.2 billion, a growth of 13.67%. The liquid staking sector performed the best, mainly benefiting from the increase in the price of underlying assets.

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Public Chain Performance

The top 5 public chains with the highest TVL growth in the past week:

Hedera: 74.42%
Zircuit: 70.79%
Filecoin: 54.12%
EOS: 47.66%
Kaia: 41.28%

Hedera benefits from ETF application news and ecosystem development. Zircuit gains exchange support and collaborates with DeFi projects. Filecoin starts a rebound mode, with a surge in FIL driving ecosystem TVL growth. EOS participates in BTC-L2 and strengthens ecosystem development. Kaia launches a new version and carries out incentive activities.

Overview of the Rise List

Top 5 tokens with the highest price increase in the past week:

HYPE )Hyperliquid(: 324.49%
OL )Open loot(: 304.84%
CVX )Convex Finance(: 127.01%
IOTA: 125.08%
CRV )Curve(: 124.95%

HYPE benefits from the increased demand for perpetual contract trading. OL follows Big Time's rise. CVX and CRV are driven by the boost in Curve yields. IOTA gains attention due to the Rebase proposal.

Social Media Hotspots

This week, the most关注度 on social media is the Layer 1 blockchain projects, which generally show an upward trend. DeFi projects within various public chain ecosystems continue to be hot, with both TVL and trading volume increasing.

Next Week Outlook

Key events next week:

December 11: Microsoft's shareholder meeting to review Bitcoin investment proposal, Bank of Canada's interest rate decision, US CPI data
December 12: European Central Bank interest rate decision

It is expected that the crypto market will be significantly affected by macro data and Microsoft's voting next week, possibly showing a volatile trend. Investors should maintain a cautious attitude.

Liquid staking, money market pools, and DEX projects in the DeFi space may continue to perform well. AI Agent track projects are in the early stages and are worth ongoing attention.

![Frontier Lab crypto market Weekly Report｜W49])https://img-cdn.gateio.im/webp-social/moments-78e344021b77598d1f827a0175bfc1e8.webp(

BTC1.63%

ETH2.39%

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