Cryptocurrency Weekly Report (Feb 23 – Mar 1): Mild Recovery Amid Extreme Fear

2026-03-02Początkujący

2026-03-02

Początkujący

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Cryptocurrency Weekly Report (Feb 23 – Mar 1): Mild Recovery Amid Extreme Fear

Abdtract: This week saw a long-awaited moderate rebound, with global market cap rising 2.17% and ETF flows turning positive. However, the sentiment index remains at 9 (Extreme Fear), indicating that market confidence will take time to recover. New stablecoin issuance reached $2.69B (all USDC), up 28.83% week-over-week, accumulating momentum for a potential rebound. On-chain performance showed increasing divergence: Solana led with 38.5% growth in DEX volume, BNB Chain surged 85.9%, and Base overtook Arbitrum to claim the top spot in L2 market share. Despite extreme fear, structural recovery signals are emerging across the ecosystem.

Market Overview

Global Market Cap: $2.35 Trillion (up 2.17% WoW).
BTC Dominance: 56.09% (Market Cap: $1.32 Trillion).
Fear & Greed Index: 9 (Extreme Fear), indicating market sentiment is at a cyclical low.
ETF Capital Flows:
- BTC ETFs: Weekly net inflow of $787 Million (Cumulative: $54.8 Billion).
- ETH ETFs: Weekly net inflow of $80.46 Million (Cumulative: $11.6 Billion).

Capital Flows & Stablecoins

Total Market Cap: $312 Billion (down 2.33%).
Competitive Landscape: USDT (58.87%) remains dominant, followed by USDC (24.1%).
New Supply: 2.69 Billion newly issued this week (100% USDC), up 28.83% WoW, signaling potential "buy the dip" liquidity.

On-Chain Ecosystem Performance

DeFi Overview

Total TVL: $93.143 Billion (up 1.37%).
Distribution by Chain: Ethereum (56.90%), Solana (6.98%), BNB Chain (5.93%).

Layer 1 Activity

Solana: Most active in trading, DEX volume surged 38.5% ($3.06B), despite an 11.7% pullback in active addresses.
Aptos: Strongest TVL growth, up 14.4% WoW, with DEX volume rising 29%.
BNB Chain: Explosive growth in DEX volume, surging 85.9%.

Layer 2 Dynamics

Total TVL: $31.81 Billion (down 3.49%).
The Top Two: Base (36.51%) officially surpassed Arbitrum (33.94%) to claim the top spot in L2 market share.

Key Projects & Industry Updates

New Projects to Watch

Cash City: A high-volatility, Degen-style GameFi on Solana.
Spirit Protocol: On-chain autonomous Agent economic infrastructure on Base.
NUVA Finance: Institutional-grade RWA protocol co-developed by Animoca Brands.

Key Event Reminders

Mar 3: Rayls opens RLS pre-staking lock-up ahead of Q3 mainnet launch.
Mar 4: 8004 Launch Day, showcasing ERC-8004 native agent systems.
Mar 9: DoubleZero starts Phase 2 delegation to expand its global validator network.
Funding: Omni-channel platform Based closed an $11.5M Series A (led by Pantera).