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Gate Research: On January 7, the crypto market remained under pressure and traded in a consolidative manner, with risk appetite staying defensive. BTC pulled back from recent highs and moved into range-bound consolidation, with short-term momentum easing while the medium-term structure remains intact; ETH showed relatively resilient performance. On the thematic side, DSYNC, FHE, and XPLA posted strong gains, driven by narratives around AI agents, privacy computing, and Web3 gaming/IP co-creation. Structurally, new highs in Aave Horizon’s RWA borrowing, record Polygon PoS fee burns, and multiple Solana metrics reaching record levels in 2025 stand out as key fundamental positives, though the sustainability of the broader trend still depends on continued sentiment stabilization and the materialization of incremental catalysts.

Gate Research: On January 5th, global markets enjoyed widespread gains, and the crypto market staged a solid overall rebound under the combined influence of the classic “January effect” and a broad repair in macro risk appetite. BTC led the rally, while ETH and major mainstream assets followed steadily in a market structure that remained relatively restrained and orderly. In the Solana ecosystem, the Meme sector showed clear signs of heating up again: PONKE surged sharply on renewed classic Meme narratives combined with capital rotation; MSQ strengthened driven by small-cap rebound dynamics and liquidity resets; WOLF attracted fresh capital attention amid a revival of the Matt Furie family narrative. On the news front, Infinex’s public sale fundraising has progressed far below expectations so far, underscoring the real-world constraints between project pricing and current community consensus. At the same time, Solana is poised to move forward with its Alpenglow consensus-layer upgrade in the near term, positi

Gate Research: On December 31, the crypto market saw a mild recovery with a slight uptick in risk appetite. BTC and ETH traded on the stronger side of their respective ranges, with BTC consolidating between $88,000–$89,000 and awaiting a directional breakout, while ETH held firmly in the $2,950–$3,000 zone, showing relatively stronger structure as its consolidation phase approaches an inflection point. On the sector front, ELIZAOS, CC, and RECALL posted notable gains driven respectively by AI Agents, RWA institutional partnerships, and AI trading competitions. Structurally, the market cap of tokenized equities reaching new highs and a rebound in ETH staking demand are key positive signals at this stage, though the sustainability of this trend remains contingent on market sentiment and the actual delivery of expected catalysts.

Gate Research: On December 29, the crypto market continued its recovery amid the low-liquidity environment brought on by the overlapping Christmas and New Year holidays. Mainstream assets showed signs of structural recovery, with overall risk appetite warming moderately but remaining cautious. TOKEN surged sharply due to its low circulating market cap combined with leaderboard effects, reflecting short-term speculative momentum.

Gate Research Daily Report: On December 25, BTC first experienced a clear pullback before staging a rebound, while ETH underperformed BTC overall. After rebounding into the USD 2,960–2,980 range, ETH failed to hold its gains and quickly retreated. GT remained relatively stable over the past 24 hours, with prices mainly oscillating between USD 10.10 and USD 10.25, while CHEEL drew market attention with a surge of up to +97.10%. Meanwhile, XRP ETF net assets surpassed USD 1.25 billion, though the price continued to trade within a narrow range. ZachXBT revealed a vulnerability in the Trust Wallet browser extension, resulting in losses of at least USD 6 million for users. In addition, BTC spot ETFs recorded continued net outflows over the past week, signaling a noticeable weakening in short-term market sentiment.

Gate Research: Bitcoin’s short-term trend remains bearish, with prices consolidating below key resistance levels. Ethereum is also trading within a descending channel, reflecting continued uncertainty over market direction.BEEFI surged 31.72%, driven primarily by technical momentum, while ZBT jumped 35.50% following a strategic technology upgrade. This Friday marks the largest Bitcoin options expiry on record. Nvidia has agreed to acquire AI chip startup Groq for approximately $20 billion in cash, its largest acquisition to date. Meanwhile, Maple Finance completed a record-breaking single loan of $500 million, with outstanding borrows on the platform reaching an all-time high.

On December 24, the crypto market remained in a weak consolidation phase, with risk appetite staying subdued. BTC traded within the $87,500–88,000 range, where downside momentum showed marginal easing but overhead resistance remained intact; ETH stabilized near $2,900 and rebounded into the $2,950–2,970 range, indicating a recovery-driven move rather than a trend reversal. In terms of market highlights, CXT surged sharply amid infrastructure-related developments and low circulating supply dynamics, ICNT advanced on the back of enterprise adoption progress and renewed cloud infrastructure narratives, while PIPPIN’s gains were largely driven by technical breakouts and short-term speculative flows.

Gate Research Daily Report: On December 22, BTC stabilized and rebounded quickly after a sharp pullback, currently consolidating in the 88,800–89,000 range; ETH also recovered swiftly after plunging to around $2,775 in the previous drop; GT shows a rebound-from-lows structure with a mildly bullish bias; and RAVE became the standout performer with gains of up to +84.45%. Meanwhile, an address poisoning scam resurfaced, resulting in a crypto user losing $50 million in USDT; Hilbert Group acquired Enigma Nordic for $25 million to further expand its institutional crypto trading strategy; and a Tether executive–linked entity’s acquisition of Northern Data’s Bitcoin mining business has drawn market attention.

Gate Research: On December 19, the crypto market as a whole displayed a synchronized pullback pattern, with risk appetite continuing to cool. BTC surged briefly after the CPI-driven rally but then retreated, leaving its bearish structure unchanged; ETH followed suit in weakness, consolidating under pressure within its range. Market sentiment is primarily characterized by proactive de-risking and awaiting repricing, with the short term likely entering a phase of sideways oscillation and digestion. Tokens such as JELLYJELLY and NBLU bucked the trend and strengthened amid speculative fervor, while IR rose driven by new token listings and exchange-related activity. In terms of hotspots, $23 billion in BTC options are imminent for expiry; Lido DAO has applied for a $60 million ecosystem budget to accelerate its transformation; JPMorgan forecasts that the total stablecoin market cap will reach approximately $500–600 billion by 2028.

Gate Research: The crypto market remains under pressure. Over the past 24 hours, Bitcoin has continued to consolidate within a bottom range, with USD 85,000–86,000 forming the most important short-term support zone. Ethereum has broken below the key USD 2,900 support level and briefly dipped toward the USD 2,800 area. Benefiting from post-airdrop capital reallocation, H surged 35.58% over 24 hours, while GHST gained 21.17% driven by reward-based demand and exchange risk adjustments. On the institutional front, TradFi giant EquiLend invested in Digital Prime; Ripple partnered with AMINA Bank on cross-border settlement services; and Securitize plans to launch a fully on-chain stock trading platform in early 2026.

Gate Research: On December 17, the crypto market continued its recovery, with major assets showing signs of structural rebound. Bitcoin stabilized above the $85,000 level and rebounded to trade around $87,500, where short-term momentum has improved but remains constrained by medium-term resistance. Ethereum recovered to the $2,950 area after its recent decline, though the pace of the rebound has been relatively moderate. Overall market sentiment remains cautious, but rotation within major assets is becoming increasingly evident. On the thematic front, PTB surged sharply amid growing narratives around Bitcoin application-layer expansion and institutional adoption. LIGHT gained strength on expectations tied to Lightning Network and RGB-related technical progress, while ARC rallied on renewed interest in AI agent infrastructure and developer-centric narratives. On-chain data show that short-term Bitcoin supply continues to shift toward long-term holders, while the slowdown in stablecoin growth signals a marginal

Gate Research: On December 15, the crypto market remained under pressure, with BTC and ETH consolidating at low levels while GT showed relative strength. FHE (+95.2%) surged on strong momentum from privacy computing narratives, Chainlink partnership, and ecosystem incentives; ICE (+46.8%) rallied amid speculative hype over token migration and mainnet transition; BAS (+48.2%) climbed sharply, driven by ERC-8004 protocol upgrades. Persistent structural selling in options continued to suppress BTC upside, with OG holders selling volatility diverging from ETF-driven call buying. Ant International is reshaping corporate treasury management using blockchain, AI, and tokenized deposits. Stable's on-chain activity has lagged expectations post-mainnet launch, highlighting ongoing challenges for differentiated stablecoin public chains.

Gate Research Daily Report: On December 12, BTC showed a clear short-term strengthening trend. ETH moved higher and then pulled back over the past 24 hours, forming a high-level consolidation pattern, while GT remained in a consolidation and recovery phase. LIGHT drew market attention with a sharp gain of +79.47%. Meanwhile, JPMorgan launched the USCP token on Solana to facilitate a landmark on-chain debt issuance for Galaxy; Blockstream announced plans to acquire TradFi hedge fund Corbiere Capital to expand its institutional investment strategy; and El Salvador partnered with Elon Musk’s xAI to roll out the Grok AI education program nationwide.

Gate Research: The market as a whole shows a pullback pattern, with sentiment remaining cautious. BTC has stayed weak over the past day, repeatedly facing resistance around 92,000. ETH retreated back toward the MA10 after an intraday surge, indicating a slowdown in short-term momentum. Capital sentiment has turned slightly more positive at the margin. NIGHT, BEAT, and LUNA posted strong rebounds of 40%–60%, driven respectively by new product launches, partnership developments, and a technical bottom recovery. Institutional acceptance of crypto continues to rise; institutional Bitcoin holdings have increased from roughly 197,000 BTC to 1.08 million BTC, a cumulative gain of about 448%. Meanwhile, the launch of the Tempo testnet has further strengthened the narrative around on-chain payments.

Gate Research: On December 10, the crypto market saw a mild rebound, with BTC and ETH maintaining a strong short-term structure. Among notable movers, PIPPIN (+66%) surged on strengthened AI-driven narratives and speculative flows; WET (+37%) gained significant attention following its TGE launch and broader traction within the Solana ecosystem; and PENGU (+10%) remained strong amid positive momentum from Pudgy Party surpassing one million downloads and the release of AI-enabled Pudgy toys. On the industry front, Polygon completed its Madhugiri upgrade, delivering a meaningful boost to network throughput and enterprise-grade infrastructure capabilities. FLock.io, Deluthium, and Aerodrome jointly advanced the rollout of the on-chain insurance platform CARiFIN. Meanwhile, BTC supply on exchanges has declined by more than 400,000 BTC over the past year, easing spot selling pressure and reinforcing a more supportive medium-term market structure.