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
You May Also Like
When "Losers" Become the Most Reliable Trading Signal: The Underlying Logic of Reverse Copy Trading
In the crypto market, consistently losing traders is not unusual — what is unusual is that their losses often follow an extremely stable, highly predictable pattern. The reverse copy trading feature launched in CoinW Smart Money 3.0 transforms these patterns into actionable signals: rather than copying winners' gains, you take the opposite position of losers, profiting by standing on the other side of their mistakes.
CoinW Smart Money Reverse Copy Trading Is Now Live
In the crypto market, a certain type of "consistent loser" exists — not someone who occasionally loses, but someone who sends money to the market year after year using the same flawed strategy. CoinW Smart Money 3.0's new Reverse Copy Trading feature lets you automatically copy the opposite of these persistently losing on-chain addresses — right inside CoinW. Turning someone else's mistakes into your opportunity.
From "Shiso Leaf" to 45‑Fold Myth: Decrypting the Alternative Investment Philosophy of Serenity
In May 2026, the anonymous account "Serenity" posted a 4502.45% annual return, earning the title "White‑Haired Stock God" and rapidly surpassing 750,000 followers on X. His core investment philosophy can be summarised as the "Shiso Leaf" theory and the "Chokepoint" theory – not chasing giants, but deeply cultivating irreplaceable "bottleneck" links in the industry chain, using public information to uncover undervalued assets. His holdings are concentrated in global small‑ to mid‑cap tech stocks in photonics, semiconductor substrates, and power semiconductors. CoinW has listed AI‑theme tokens such as TAO, RENDER, and FET, but no token exclusive to him. Risks to note include his unverified identity, post‑surge pullbacks, and high volatility in crypto assets.