Gate Ventures

This week’s recap highlights a cautious start to 2026 as stronger-than-expected U.S. GDP reduced expectations for Federal Reserve rate cuts, setting the tone for market dynamics. Bitcoin and Ethereum both posted gains with renewed ETF inflows, while broader crypto market capitalization expanded and altcoins outperformed. Memecoins and selective catalysts drove sector rotation, alongside significant ecosystem developments such as ZK-EVM and Ethereum scaling progress. Institutional engagement also stood out, with BlackRock’s tokenized money-market distributions and a new Grayscale decentralized AI ETF filing underscoring growing regulated demand. The report additionally outlines key venture deals and infrastructure investments, offering a comprehensive snapshot of market sentiment, capital allocation, and Web3 trends at the outset of 2026.

2025 was not a bull-market reset but a quality-driven recapitalization. Funding exceeded $30B before Q4 (≈ $13B in Q3), far above the 2024 low (~$9B), while deal count stayed flat—pointing to larger, more selective checks and a clear fat-tail effect. Capital concentrated on compliance-ready financial rails (payments/stablecoins, RWAs, infrastructure, regulated trading, information markets), as consumer narratives cooled. Meanwhile, capital flows turned multipolar, favoring jurisdictions with regulatory clarity. The core question now: where the next institutional default stack forms—and who controls distribution in 2026.

This week’s recap highlights a cautiously uneven market, with macro risks lingering beneath steady equity momentum and digital assets showing mixed performance. Bitcoin and Ethereum traded lower amid significant ETF outflows and weak sentiment, while smaller-cap tokens and selective catalysts outperformed. Key narratives included institutional real-world asset tokenization, social and utility-driven asset rallies, and strategic ecosystem moves by major players. The report also outlines notable venture financings, acquisitions, and infrastructure developments, providing a comprehensive snapshot of market dynamics and evolving Web3 trends at the close of 2025.

This week’s recap underscores persistent market pressure amid weak sentiment and outflows from key crypto ETFs. Bitcoin managed modest weekly gains while Ethereum lagged, and broader market breadth remained subdued. Notable positive catalysts included institutional infrastructure developments and discrete asset rallies, such as Canton Network’s spike on DTCC tokenization news and strong progress in UNI governance. The report also highlights protocol upgrades, wallet expansions, compliant tokenization initiatives, and significant venture funding rounds, offering a structured snapshot of market dynamics at the close of 2025.

As AI agents, on-chain payments, and the Machine Economy converge, robotics is evolving from isolated hardware tools into a multi-layered system encompassing intelligence, coordination, and programmable economic behavior. This article examines how Web3 contributes at the data, coordination, and economic layers of the robotics ecosystem, while analyzing the key uncertainties around economic viability, engineering reliability, and regulatory alignment. Together, these dynamics outline the early foundations of a machine economy and a potential future machine internet.

According to official news, Gate Ventures has announced its lead investment in Goblin Finance's strategic financing round to support the development of native liquid staking and yield infrastructure within the Aptos ecosystem. This funding round raised $1 million, which will be used to accelerate the improvement of yield aggregation mechanisms and ecosystem collaboration.

This week’s recap focuses on heightened market sensitivity amid year-end positioning and evolving macro signals. As investors reassessed risk exposure, Bitcoin and Ethereum showed constrained upside, while overall market liquidity remained selective. Capital rotation favored narrative-driven themes, with segments such as AI infrastructure, on-chain finance, and emerging application layers attracting incremental attention. The report also outlines recent venture investments, ecosystem initiatives, and notable protocol updates, offering a structured overview of how the Web3 landscape continues to adapt under shifting market conditions.

This week’s recap highlights a fragile market environment, shaped by cooling macro indicators and uneven risk appetite. While Bitcoin and Ethereum traded within a tight range, most large-cap altcoins underperformed, signaling continued caution across the market. In contrast, pockets of strength emerged in segments tied to emerging narratives, including AI-aligned protocols and infrastructure-focused tokens. The report also presents a clear overview of key venture financing activity, ecosystem progress, and major protocol updates, providing a comprehensive snapshot of the ongoing developments across the Web3 landscape.

The article points out that evaluating blockchain projects using short-term price-to-earnings ratios and revenue frameworks constitutes a significant misjudgment. The crypto industry inherently follows an exponential growth curve, meaning the long-term value of ETH and SOL is being undervalued. Market sentiment and linear thinking are obscuring their true growth potential.

This week’s recap emphasizes caution amid lingering macroeconomic uncertainty and a softening sentiment backdrop. Ahead of key U.S. data releases, Bitcoin and Ethereum remained largely range-bound while the broader altcoin market displayed mixed strength. Meanwhile, narrative-driven segments such as AI native tokens and privacy-oriented coins picked up momentum. The report also delivers a structured breakdown of the latest venture investment flows, ecosystem milestones and protocol upgrades, offering a holistic view of the Web3 sector.

This week’s recap centers on growing macroeconomic uncertainty and shifting market sentiment. As investors await key U.S. economic data, Bitcoin and Ethereum traded sideways, while major altcoins showed diverging performance. Privacy-focused tokens — including Zcash, Dash, and Decred — gained attention as related narratives strengthened. The report also provides a comprehensive overview of major venture deals, ecosystem developments, and protocol updates, offering a full snapshot of the evolving Web3 landscape.

This week’s recap focuses on macroeconomic uncertainty and shifting market sentiment: Bitcoin and Ethereum traded sideways as investors awaited key U.S. economic data, while altcoins showed divergent trends. Privacy and AI-related tokens gained attention amid growing narrative momentum. The report also provides a comprehensive overview of major venture funding deals, ecosystem developments, and protocol updates shaping the Web3 landscape.

This week’s recap highlights macro uncertainty and shifting market sentiment: Bitcoin and Ethereum traded sideways as investors awaited key U.S. economic data, while altcoins showed mixed performance. Privacy and AI-related tokens gained traction amid rising narrative interest. The report also reviews major venture deals, ecosystem updates, and protocol developments shaping the Web3 landscape.

This week’s recap covers the latest trends in the crypto market amid macroeconomic shifts: Fed Chair Jerome Powell’s comments on rate hikes and balance sheet reduction stirred market volatility. Bitcoin and Ethereum saw declines, with sentiment falling to 29. Privacy-focused and scarcity-driven tokens showed resilience, outperforming others. The report also highlights key blockchain funding rounds and advancements in infrastructure.

This week’s recap highlights macro policy shifts and crypto market volatility: Fed Chair Jerome Powell signaled parallel moves in rates and balance sheet reduction; Bitcoin and Ethereum declined as sentiment dropped to 29. Several tokens saw sharp losses, while privacy and scarcity-focused coins outperformed. The report also covers major blockchain funding rounds and infrastructure innovations.