Crypto Weekly Report (Mar 2 - 8 , 2026) : Capital Outflows Intensify & Structural Divergence in Public Chains

Market Overview

• Global Market Cap: $2.37 Trillion (up 0.85% WoW).
• BTC Dominance: 55.69% (Market Cap: $1.32 Trillion).
• Fear & Greed Index: 9 (Extreme Fear), indicating deeply suppressed market sentiment.
• ETF Capital Flows:
  • BTC ETFs: Weekly net inflow of $568 Million (Cumulative inflow: $55.37 Billion).
  • ETH ETFs: Weekly net inflow of $23.56 Million (Cumulative inflow: $11.63 Billion).

Capital Flows & Stablecoins

• Total Market Cap: $306.6 Billion (down 1.73%).
• Competitive Landscape: USDT (59.9%) remains dominant; USDC (25.1%) saw a slight increase in share.
• New Supply: 3.333 Billion newly issued this week (100% via USDC), signaling targeted liquidity entry.

On-Chain Ecosystem Performance

DeFi Overview

• Total TVL: $95.505 Billion (up 2.53%).
• Distribution by Chain: Ethereum (56.92%), Solana (6.84%), BNB Chain (6.02%).

Layer 1 Activity

• Sui: This week's standout, with daily active addresses surging 29.11% against the trend.
• Solana: Significant pullback in activity, with DEX volume dropping 68.33%.
• BNB Chain/Aptos: Weakening on-chain activity, with double-digit declines in both volume and users.

Layer 2 Dynamics

• Total TVL: $31.9 Billion (up 0.28%).
• Market Share: Base (32.68%) solidifies its lead at the top; Arbitrum (16.46%) holds the second spot.

Key Projects & Industry Updates

New Projects to Watch

• Probable Markets: A BNB Chain-based prediction market focused on low-friction probability trading.
• Cyclops: Stablecoin and crypto payment infrastructure for payment service providers (PSPs).
• QFEX: A hybrid platform offering 24/7 perpetual futures for US stocks and commodities.

Key Event Reminders

• Mar 5: Prediction protocol Opinion (OPN) completed TGE; Paradex (Starknet DEX) opened DIME airdrop claims.
• Mar 15: EarnBIT (EBT) ICO ends, with TGE planned for Q2 2026.
• Expected Mar: USD.AI (CHIP) plans its TGE with 100% token unlock.
• Apr 13: EarnPark starts Token Sale Tier 5, targeting a Q1 listing.

References