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Cryptocurrency Weekly Report (Mar 30 – Apr 5, 2026): Modest Rebound Masks Persistent Fear, Capital Stealthily Flows into Diverging Sectors

2026-04-07Beginner
2026-04-07
Beginner
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Market Overview

 
  • Global Market Cap: $2.45 Trillion (up 3.37% WoW).
  • BTC Dominance: 56.33% (Market Cap: $1.38 Trillion).
  • Fear & Greed Index: 14 (Extreme Fear), indicating that despite the cap increase, sentiment remains deeply pessimistic.
  • ETF Capital Flows:
    • BTC ETFs: Weekly net inflow of $22.34 Million (Cumulative inflow: $55.96 Billion).
    • ETH ETFs: Weekly net outflow of $71.17 Million (Cumulative inflow: $11.48 Billion).
 

Capital Flows & Stablecoins

 
  • Total Market Cap: $309.9 Billion (slight decrease of 0.39%).
  • Competitive Landscape: USDT (59.39%) dominates the market, followed by USDC (25.0%).
  • New Supply: 2.948 Billion newly issued this week (100% USDC), a 22.83% increase from last week, signaling potential capital entry.
 

On-Chain Ecosystem Performance

 

DeFi Overview

  • Total TVL: $94.524 Billion (up 1.89%).
  • Distribution by Chain: Ethereum (57.03%), Solana (6.85%), BNB Chain (5.69%).
 

Layer 1 Activity

  • Solana: Leads with 4.036M Daily Active Addresses (up 8.34%), though TVL saw a significant pullback of 11.88%.
  • Sui: Strong momentum with a 14.38% increase in daily active users and a 38.51% surge in transaction fees.
  • Significant Recessions: BNB Chain DEX volume dropped 32.65%, and Aptos daily active addresses plummeted by 52.09%.
 

Layer 2 Dynamics

  • Total TVL: $30.70 Billion (down 0.87%).
  • The Top Two: Base (36.36%) secures the top spot, maintaining a wide lead over Arbitrum (16.79%).
 

Key Projects & Industry Updates

 

New Projects to Watch

  • OmenX: An innovative leveraged prediction platform supporting 3x-10x leverage on-chain.
  • PumpCA: A Solana-based "Meme Launchpad" for fast token creation and trading.
  • CADE Market: An open trading venue focused on "narrative-as-an-asset" and liquidity trading.
 

Key Event Reminders

  • Apr 7: Data infrastructure Sentio opens Pre-TGE subscription; L2 project Fluent (BLEND) starts its ICO.
  • Apr 9: OneFootball will hold its OFC token TGE, supported by CoinList.
  • Funding Highlights: Midas raised $50M in Series A; Valinor closed a $25M Seed round for RWA private credit.
 

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.The Better Money Company: https://bettermoney.com/
10.Valinor: https://www.valinordigital.com/
11.Midas: https://midas.app/
12.OmenX: https://beta.omenx.com/
13.PumpCA: https://cade.market/
14.PUMPCADE: https://cade.market/

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