Cryptocurrency Weekly Report (Mar 23 – Mar 29, 2026): Capital Recedes, Divergence Deepens

2026-03-30Beginner
2026-03-30
Beginner
Add to Bookmark

 

Market Overview

 
  • Global Market Cap: $2.37 Trillion (down 1.66% WoW).
  • BTC Dominance: 56.12% (Market Cap: $1.33 Trillion).
  • Fear & Greed Index: 9 (Extreme Fear), indicating highly pessimistic market sentiment and strong risk aversion.
  • ETF Capital Flows:
    • BTC ETFs: Weekly net outflow of $296 Million (Cumulative inflow: $55.93 Billion).
    • ETH ETFs: Weekly net outflow of $206 Million (Cumulative inflow: $11.52 Billion).
 

Capital Flows & Stablecoins

 
  • Total Market Cap: $308.7 Billion (slight decrease of 0.13%).
  • Competitive Landscape: USDT (59.63%) leads the market, followed by USDC (25.17%).
  • New Supply: 2.40 Billion newly issued this week (USDC 2.34B, USDT 60M), representing a 51.33% drop compared to last week's issuance.
 

On-Chain Ecosystem Performance

 
  • DeFi Overview
    • Total TVL: $92.769 Billion (down 0.22%).
    • Distribution by Chain: Ethereum (57.03%), Solana (6.85%), BNB Chain (5.69%).
 
  • Layer 1 Activity
    • BNB Chain/Solana: Showed resilience against the market trend; BNB's DEX volume surged 20.06%, and Solana's active addresses grew by 3.93%.
    • Aptos: Stood out with a massive 60.41% spike in daily active addresses.
    • Ethereum: Experienced significant pullbacks, with DEX volume dropping 39.67% and active addresses down by 10.06%.
 
  • Layer 2 Dynamics
    • Total TVL: $30.97 Billion (down 1.81%).
    • The Top Two: Base (35.35%) firmly holds the top spot, significantly widening its lead over Arbitrum (17.01%).
 

Key Projects & Industry Updates

 
  • New Projects to Watch
    • Tori Finance: A decentralized yield protocol bringing delta-neutral, institutional-grade strategies on-chain.
    • Kairos Swap: A highly efficient cross-chain DEX protocol emphasizing permissionless AMM aggregation to lower friction.
    • Eureka Builder: A decentralized development and collaboration platform for Web3 builders and teams.
 
  • Key Event Reminders
      • Mar 28-30: Decentralized launchpad Orexn conducts the IDO public sale for its native token $OXN.
      • Mar 30: Based, a derivatives trading protocol on Base, conducts its $BASED TGE and direct airdrop distribution.
      • Until Mar 30: Decentralized perpetuals protocol Avantis concludes its engagement-based $AVNT airdrop campaign.
      • Mar 31: Decentralized derivatives platform edgeX plans its $EDGE TGE and official launch.
     

References

 
5.Defillama:https://defillama.com
10.Startale Labs: https://startale.com/en
11.watch.fun: https://www.watch.fun/
12.Tori Finance: https://tori.finance/
13.Kairos swap: https://kairosswap.com/
14.Eureka Builder: https://eurekabuilder.xyz/

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.

2026-07-029m

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.

2026-06-306m

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.

2026-06-246m
Bookmarks