Key Points

• The total market capitalization of cryptocurrencies is $3.77 trillion, down from $4.16 trillion last week, representing a decline of 9.38% this week. As of the time of writing, the cumulative net inflow of the U.S. Bitcoin spot ETF is approximately $54.18 billion, with a net outflow of $643 million this week; the cumulative net inflow of the U.S. Ethereum spot ETF is approximately $9.49 billion, with a net inflow of $154 million this week.
• The total market capitalization of stablecoins is $274 billion, with USDT's market cap at $163.9 billion, accounting for 59.81% of the total stablecoin market cap; followed by USDC with a market cap of $64.2 billion, accounting for 23.43% of the total stablecoin market cap; and DAI with a market cap of $5.36 billion, accounting for 1.96% of the total stablecoin market cap.
• According to DeFiLlama, the total TVL of DeFi this week is $132.9 billion, down from $143.2 billion last week, representing a decline of 7.19%. By public chain, the top three chains by TVL are Ethereum with a share of 59.17%; Solana with a share of 7.14%; and BSC (BNBChain) with a share of 5.03%.
• From on-chain data, the trading volume on Sunday saw slight increases only for Ethereum and Toncoin, while other public chains showed an overall downward trend. Among them, BNBChain and Sui experienced the most significant declines, with decreases of 71.9% and 60.9% respectively compared to last week; in terms of transaction fees, Toncoin decreased by 70% compared to last week, Sui decreased by 37.5%, and Aptos increased by 40%, while transaction fees for other public chains remained stable; in terms of daily active addresses, BNBChain increased by 25.1% compared to last week, Sui decreased by 20.4%, and other public chains remained stable; in terms of TVL, except for Toncoin which remained flat compared to last week, other public chains showed a downward trend, with Sui experiencing the most significant decline of 13.9% compared to last week.
• Innovative projects to watch: Omni Exchange is a cross-chain decentralized trading platform aimed at breaking down asset trading barriers between different blockchain networks; Honeypop DEX is a decentralized automated market maker (AMM) protocol deployed on Scroll, featuring completely permissionless characteristics, aiming to become a core liquidity hub in the chain's ecosystem, providing efficient and open trading and liquidity services for users and projects; Breeze is a yield engine built on Solana, designed to quickly integrate native yield features into any mobile application.

Table of Contents

Key Points

1. Total Market Capitalization of Cryptocurrencies / Bitcoin Market Cap Share

2. Fear Index

3. ETF Inflow and Outflow Data

4. ETH/BTC and ETH/USD Exchange Rates

5. Decentralized Finance (DeFi)

6. On-Chain Data

7. Stablecoin Market Cap and Issuance Status

II. This Week's Hot Money Trends

1. Top Five VC Coins and Meme Coins by Growth This Week

2. New Project Insights

III. Industry News

1. Major Industry Events This Week

2. Upcoming Major Events Next Week

I. Market Overview

1. Total Market Capitalization of Cryptocurrencies / Bitcoin Market Cap Share

The total market capitalization of cryptocurrencies is $3.77 trillion, down from $4.16 trillion last week, representing a decline of 9.38%.

Data Source: cryptorank

As of the time of writing, the market cap of Bitcoin is $2.27 trillion, accounting for 60.02% of the total cryptocurrency market cap. Meanwhile, the market cap of stablecoins is $274 billion, accounting for 7.26% of the total cryptocurrency market cap.

Data Source: coingeck

2. Fear Index

The cryptocurrency fear index is at 65, indicating greed.

Data Source: coinglass

3. ETF Inflow and Outflow Data

As of the time of writing, the cumulative net inflow of the U.S. Bitcoin spot ETF is approximately $54.18 billion, with a net outflow of $643 million this week; the cumulative net inflow of the U.S. Ethereum spot ETF is approximately $9.49 billion, with a net inflow of $154 million this week.

Data Source: sosovalue

4. ETH/BTC and ETH/USD Exchange Rates

ETHUSD: Current price $3,537, historical highest price $4,878, down approximately 27.3% from the highest price.

ETHBTC: Currently at 0.030841, historical highest at 0.1238.

Data Source: ratiogang

5. Decentralized Finance (DeFi)

According to DeFiLlama, the total TVL of DeFi this week is $132.9 billion, down from $143.2 billion last week, representing a decline of 7.19%.

Data Source: defillama

By public chain, the top three chains by TVL are Ethereum with a share of 59.17%; Solana with a share of 7.14%; and BSC (BNBChain) with a share of 5.03%.

Data Source: CoinW Research Institute, defillama

Data as of August 3, 2025

6. On-Chain Data

Layer 1 Related Data

Mainly analyzing the current data of major Layer 1 chains including ETH, SOL, BNB, TON, SUI, and APT based on daily trading volume, daily active addresses, and transaction fees.

Data Source: CoinW Research Institute, defillama, Nansen

Data as of August 3, 2025

• Daily Trading Volume and Transaction Fees: Daily trading volume and transaction fees are core indicators of public chain activity and user experience. This week, the trading volume on Sunday saw slight increases only for Ethereum and Toncoin, while other public chains showed an overall downward trend. Among them, BNBChain and Sui experienced the most significant declines, with decreases of 71.9% and 60.9% respectively compared to last week; in terms of transaction fees, Toncoin decreased by 70% compared to last week, Sui decreased by 37.5%, and Aptos increased by 40%, while transaction fees for other public chains remained stable.
• Daily Active Addresses and TVL: Daily active addresses reflect the ecological participation and user stickiness of public chains, while TVL reflects the level of trust users have in the platform. In terms of daily active addresses, BNBChain increased by 25.1% compared to last week, Sui decreased by 20.4%, and other public chains remained stable; in terms of TVL, except for Toncoin which remained flat compared to last week, other public chains showed a downward trend, with Sui experiencing the most significant decline of 13.9% compared to last week.

Layer 2 Related Data

• According to L2Beat, the total TVL of Ethereum Layer 2 is $38.78 billion, down from $41.67 billion last week, representing an overall decline of 6.53%.

Data Source: L2Beat

Data as of August 3, 2025

• Base and Arbitrum occupy the top positions with market shares of 37% and 34.6% respectively, with Base still ranking first in TVL among Ethereum Layer 2 this week.

Data Source: footprint

Data as of August 3, 2025

7. Stablecoin Market Cap and Issuance Status

According to Coinglass data, the total market capitalization of stablecoins is $274 billion. Among them, USDT has a market cap of $163.9 billion, accounting for 59.81% of the total stablecoin market cap; followed by USDC with a market cap of $64.2 billion, accounting for 23.43% of the total stablecoin market cap; and DAI with a market cap of $5.36 billion, accounting for 1.96% of the total stablecoin market cap.

Data Source: CoinW Research Institute, Coinglass

Data as of August 3, 2025

According to Whale Alert data, this week the USDC Treasury issued a total of 1.45 billion USDC, and the Tether Treasury issued a total of 1 billion USDT, with a total issuance of stablecoins this week amounting to 2.45 billion, down from 3.412 billion last week, representing a decline of approximately 28.19% in stablecoin issuance.

Data Source: Whale Alert

Data as of August 3, 2025

II. This Week's Hot Money Trends

1. Top Five VC Coins and Meme Coins by Growth This Week

The top five VC coins by growth in the past week

Data Source: CoinW Research Institute, coinmarketcap

Data as of August 3, 2025

The top five Meme coins by growth in the past week

Data Source: CoinW Research Institute, coinmarketcap

Data as of August 3, 2025

2. New Project Insights

• Omni Exchange is a cross-chain decentralized trading platform aimed at breaking down asset trading barriers between different blockchain networks. Leveraging multi-chain infrastructure, Omni provides efficient and secure decentralized trading and liquidity aggregation solutions for the Web3 ecosystem, enabling seamless exchange and liquidity sharing of cross-network assets.
• Honeypop DEX is a decentralized automated market maker (AMM) protocol deployed on Scroll, featuring completely permissionless characteristics, aiming to become a core liquidity hub in the chain's ecosystem, providing efficient and open trading and liquidity services for users and projects.
• Breeze is a yield engine built on Solana, designed to quickly integrate native yield features into any mobile application. Developers can add a non-custodial, secure, and high-speed yield-sharing mechanism to their applications with just a few lines of code, helping products unlock new business models without changing the user experience. Breeze has received support from Solana and Turnkey, among others, and aims to make "yield integration" simple, lightweight, and plug-and-play.

III. Industry News

1. Major Industry Events This Week

• The Solana liquidity management platform Meteora launched a points query website, with the first season snapshot taken on June 30. The second season of Meteora activities is ongoing, where users providing liquidity can earn fees and points for the second season LP incentive program.
• The Ethereum L2 network Linea announced airdrop details, planning to allocate 9% of the total token supply to users who obtain LXP. The snapshot and witch filtering have been completed, with 10% allocated to reward early contributors and 1% to strategic builders. An airdrop eligibility checker will be launched soon, which will include threshold values and multiplier explanations. Ecological liquidity rewards will be issued separately from 75% of the ecological fund, unrelated to user airdrops, with a 10-year unlocking period focused on long-term ecological construction. The remaining 12% of circulating tokens will be used for exchange liquidity and other purposes, and Linea will also announce the design of the native yield bridge and TGE timing.
• The NextGen Agents Hackathon, co-launched by Fetch.ai and ICP, officially kicked off with a prize pool of $300,000. This event encourages developers to build autonomous AI agents based on the Fetch.ai ecosystem and connect to ICP's decentralized blockchain infrastructure. Winning teams will also advance directly to the 2025 World Computer Hacker Alliance competition.
• The decentralized AI agent platform SIA Nexx launched its investment trading multi-Agent platform, allowing users on the waiting list to experience a smarter and more efficient AI Agent interaction after completing verification. More scenarios for the multi-Agent platform will be launched soon. Additionally, SIA's point interaction rules have also been launched, allowing users to earn points by using SIA Agents and participate in subsequent activities.
• Ethena launched on TON, offering a 20% APY (including 12% basic tsUSDe APY + 10% TON APY). Additionally, APY increases can also be obtained on STON.Fi, Fiva Protocol, Eva Protocol, and Affluent, with a cap of 10,000 tsUSDe.

2. Upcoming Major Events Next Week

• dYdX Foundation's wholly-owned subsidiary dYdX Grants Ltd. is applying to the dYdX Chain community treasury for $8 million in DYDX funds to launch and operate a new grant program, expected to cover the operating cycle for the next 12 to 18 months. This program aims to further support developers, researchers, and contributors within the dYdX ecosystem while enhancing overall operational efficiency and cost-effectiveness. Following community feedback, the relevant on-chain governance proposal was officially launched on August 4.
• Rice Robotics will launch its RICE token on the TokenFi Launchpad on August 5, aiming to build a decentralized data market for AI robots and promote the tokenization and DePIN expansion of robot data. The total amount for this presale is $750,000, accounting for 10% of the total supply (1 billion tokens), with a valuation of $7.5 million. Partners include BNB Chain, DWF Labs, and Floki. The RICE token will be used to incentivize data contributions, subscribe to AI models, and participate in platform governance, achieving deflation through fee buybacks. Rice's indoor delivery robots have been deployed to locations such as SoftBank's Tokyo headquarters and Japan's 7-Eleven, and the company secured $7 million in Pre-A financing from institutions like Alibaba Entrepreneurs Fund earlier this year.
• Solana Mobile announced that its second smartphone, Seeker, will begin shipping on August 4, 2025, along with the launch of its native token SKR. As the core asset of the Solana mobile ecosystem, SKR will be directly distributed to developers and users participating in the ecosystem, aiming to incentivize community building and application growth.

3. Important Investments and Financing Last Week

• RD Technologies completed a total of $40 million in Series A2 financing, with investors including Hongshan, Hivemind Capital, and others. RD Technologies is an innovative fintech company dedicated to promoting trust, stability, and efficient payments, with core products including the HKDR stablecoin supported by the Hong Kong dollar and the licensed payment tool RD Wallet. The company aims to empower the development of the Web3 economy in Hong Kong and globally through the combination of digital currencies and compliant financial tools, supporting local, offshore, and overseas enterprises in achieving multi-currency, cross-border, and efficient financial transactions. (July 30, 2025)
• Stable completed its seed round financing, raising $28 million, with investors including Hack VC, Bitfinex, Castle Island, and Franklin Templeton. Stable is a Layer 1 launched by Bitfinex and Tether, focusing on using USDT as native gas to achieve free peer-to-peer transfers. This chain supports running smart contracts directly on stablecoins, providing a gas-free user experience, native fiat integration, a bridge-free cross-chain mechanism through USDT0, and a compliant architecture with priority execution channels, aiming to provide stable, efficient, and convenient infrastructure for Web3 applications. (July 31, 2025)
• Billions completed a total of $30 million in financing, with investors including Coinbase Ventures, Liberty City Ventures, Polychain, and Polygon. Billions Network is a network platform focused on digital identity verification, aiming to build a future where humans and AI can trust each other. The platform uses zero-knowledge proof technology to provide scalable and secure verification mechanisms for human and AI identities, and is also one of the infrastructures for Sam Altman's crypto project World, focusing on the core role of trusted identity in the era of crypto and AI. (July 31, 2025)

Reference Links:

1. Breeze, https://x.com/usebreezebaby

2. Honeypop, https://x.com/honeypop_app

3. Omni Exchange, https://x.com/Omni_Exchange

4. Billions, https://x.com/billions_ntwk

5. Stable, https://x.com/stable

6. RD Technologies, https://x.com/RD_Technologies

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