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

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