Cryptocurrency Weekly Report (Feb 2-8, 2026) Panic Prevails, Capital Accumulates
Market Overview
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Global Market Cap: $2.48 Trillion (down 8.15% WoW).
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BTC Dominance: 56.85% (Market Cap: $1.41 Trillion).
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Fear & Greed Index: 13 (Extreme Fear), reflecting deeply depressed sentiment amid the market correction.
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ETF Capital Flows:
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BTC ETFs: Weekly net outflow of $689 Million (Cumulative inflow: $54.65 Billion).
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ETH ETFs: Weekly net outflow of $21.37 Million (Cumulative inflow: $11.8 Billion).
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Capital Flows & Stablecoins
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Total Market Cap: $307.9 Billion (slight decrease of 0.67%).
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Competitive Landscape: USDT (59.88%) leads, while USDC (23.67%) shows steady growth.
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New Supply: 7.732 Billion newly issued this week (USDC 5.732B, USDT 2B), a 358% surge WoW, signaling strong potential for "buy-the-dip" capital.
On-Chain Ecosystem Performance
DeFi Overview
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Total TVL: $98.56 Billion (down 6.93%).
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Distribution by Chain: Ethereum (57.54%), Solana (6.58%), BNB Chain (5.61%).
Layer 1 Activity
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BNB Chain/Ton: Most resilient performers, with daily active addresses growing by 7.66% and 8.3% respectively.
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Solana: Experienced a pullback with TVL dropping 22.66% and DEX volume down 20.32%.
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Ethereum/Sui/Aptos: Significant retreats in activity, with DEX volumes falling over 50%.
Layer 2 Dynamics
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Total TVL: $31.73 Billion (down 5.78%).
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The Top Two: Base (36.85%) remains at the top spot, maintaining its lead over Arbitrum (34.77%).
Key Projects & Industry Updates
New Projects to Watch
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Kairos: A professional-grade prediction market aggregator (Led by a16z crypto).
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Euclid Protocol: An omni-chain liquidity layer designed to solve liquidity fragmentation.
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Payy Network: A ZK-Layer 2 payment network focused on privacy and compliance.
Key Event Reminders
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Feb 5: Rainbow Wallet completed its TGE and opened its 15% airdrop claim.
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Feb 10-11: Warp Chain (WRP) to hold its IDO, aiming to raise $250,000.
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Feb 23: Turbo Battle Arena (TBA) will hold its Token Generation Event (TGE).
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Major Funding: Jupiter secured $35M in strategic investment; TRM Labs raised $70M in Series C funding.
References
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