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VIPBitget VIP Weekly Research Insights

Over the past few weeks, BTC has repeatedly tested the $100,000 resistance level, briefly breaking through multiple times before failing to hold, resulting in sharp declines Altcoins have entered a technical bear market, though SOL has shown resilience during both downturns and rebounds. However, the trading frenzy surrounding Solana-based memecoins has cooled, while discussions of institutional unlocking have gained traction on social media. On the night of March 2, Trump announced plans to establish a strategic crypto reserve, explicitly mentioning BTC, ETH, XRP, SOL, and ADA. This statement briefly reignited market sentiment amid oversold conditions, triggering a sharp crypto rebound. However, macroeconomic conditions remain largely unchanged, and liquidity recovery is a gradual process. The rally sparked by Trump's comments quickly faded, suggesting the market may still face further downsides. The following recommendations highlight projects worth monitoring in the current cycle, though they may not yet have reached an optimal entry point.

Quick Take The blockchain scaling landscape is evolving beyond the modular vs. monolithic debate, with multiple approaches like app-specific L1s gaining traction alongside rollups and high-performance chains. The Avalanche Etna upgrade introduced major changes, including reduced transaction fees, dynamic fee structures, and greater flexibility for developers to launch independent L1s, boosting the network’s overall scalability Avalanche’s ecosystem is expanding, with growing adoption in DeFi, gaming, and S

VIPBitget VIP Weekly Research Insights

The recent decline in the crypto industry stems from several key factors. First, volatility in the macroeconomic environment—such as the sharp drop in US stocks and global market uncertainty—has weighed heavily on high-risk assets like Bitcoin. Second, an increase in hacker attacks, including a $1.5 billion cryptocurrency theft on February 22, triggered panic and led to over 170,000 liquidations. Third, rising regulatory pressure, such as the SEC’s increased scrutiny of cryptocurrencies in the US and restrictions on trading and mining in some countries, has further undermined investor confidence. Additionally, the market is in a consolidation phase, with many funds buying the dip in the short term but quickly exiting as risk appetite declines. Finally, Bitcoin's failure to break through key resistance levels has led to weak demand and network activity, while ETF outflows have exacerbated the downward pressure. These combined factors have created short-term strain on the crypto market, contributing to its decline. As a result, this edition focuses on Earn-related products.

VIPBitget VIP Weekly Research Insights

Recently, BTC has weakened, altcoins have declined across the board, and trading volume on the Solana blockchain has continued to shrink. Daily transaction volume on Solana has hit new yearly lows, with over $200 million in sell-offs on pump.fun in just over two months since the start of the year. Additionally, the hype surrounding Argentina's president-related memecoin last weekend drained additional liquidity from the Solana network. Adding to investor concerns, a large amount of SOL is set to be unlocked on March 1, exacerbating deteriorating sentiment and leading to a noticeable decline in market wealth effects. Against this backdrop, investors are advised to reduce leverage, manage risk, and reserve funds for potential dip-buying opportunities. This edition highlights several USDT-based, SOL-based, and BTC-based Earn products, offering investors a diverse range of investment options.

Quick Take Franklin Templeton’s registration statement posted on Friday included language around language on staking for a proposed Franklin Solana ETF. “I think staking will ultimately be allowed for all proof-of-stake assets inside an ETF wrapper,” said Bloomberg ETF analyst James Seyffart.

VIPBitget VIP Weekly Research Insights

Currently, the two main drivers of liquidity into the crypto market are ETF net inflows and new stablecoin issuances. Recently, several U.S. financial giants have applied to launch spot ETFs for assets such as XRP and LTC. If approved, these ETFs could present a significant opportunity for both the assets and the broader crypto market. Investors may consider positioning themselves early, particularly during market downturns, to capitalize on potential bullish catalysts.

VIPBitget VIP Weekly Research Insights

The Solana ecosystem stands to gain significantly from Trump's token launch. Celebrity involvement often generates substantial attention, attracting new users to the Solana blockchain and boosting on-chain trading volume. Furthermore, Trump's influence may encourage increased investment and attract developers, fostering greater diversity and innovation within the ecosystem. However, the sustainability of celebrity influence is uncertain and hinges on market confidence and the regulatory environment. In the long term, ecosystem projects on the Solana chain are well-positioned to be the ultimate beneficiaries, making them worthy of investor attention.

VIPBitget VIP Weekly Research Insights

The U.S. 10-Year Treasury yield has been rising recently, with the U.S. Dollar Index surpassing the 110 mark. The upcoming release of CPI data and the uncertainty surrounding Trump's inauguration next week could further heighten market volatility. Risk aversion is evident in the market, as global risk assets have shown sluggish performance. In this environment of tense market sentiment and impending macroeconomic data releases, we recommend that investors reduce leverage, manage risks carefully, and set aside funds for potential buying opportunities. This edition highlights some of Bitget's token launch promotions and on-chain Earn products based on USDT/USDC, BTC, and SOL, offering investors a wider range of options.