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

2026-03-02Beginner
2026-03-02
Beginner
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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).
 

References

 
1.Coingeck:https://www.coingecko.com/en/charts
2.Coinglass:https://www.coinglass.com/pro/i/FearGreedIndex
3.Sosovalue:https://sosovalue.com/zh/assets/etf
4.Ratiogang:https://ratiogang.com/
5.Defillama:https://defillama.com
6.L2Beat:https://l2beat.com/scaling/tvs
7.Footprint:https://www.footprint.network/public/research/chain/chain-ecosystem/layer-2-overview
8.Coinglass:https://www.coinglass.com/pro/stablecoin
9.Whale Alert:https://x.com/whale_alert
10.Coinmarketcap:https://coinmarketcap.com/
11.Cash City:https://x.com/cashcitydotfun
12.Spirit Protocol：https://x.com/spiritagents
13.NUVA Finance :https://x.com/NUVAFinance
14.Based: https://x.com/BasedOneX
15.STS Digital:https://x.com/stsdigital_io
16.JPYC:https://x.com/jpyc_official

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