Empowering Crypto/Web 3.0 Builders with Deep Insights and Global Resources.
Joined February 2022
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📊 Market Signals 📊
🦅 Tightening bets and AI return concerns weigh on crypto.
📉 BTC falls below $80K despite $443M in weekly ETF inflows.
🏦 Stablecoin supply shrinks; 30-day funding drops 49.3%, with notable deals targeting banking and payments.
Full Link: [kucoin.com/blog/en-kucoin-ve…]
📊 Market Signals 📊
• 🏦🌍 Fed pause bets rise; high yields & Middle East risks weigh.
• 💸📉 BTC + ETH ETFs: $1.22B weekly outflows.
• 🪙 Stablecoins: $306.2B, down 0.31% WoW.
• 🤖💰 AI & tokenization attract capital: Nous Research & Spiko raise $90M each.
Full Link: [kucoin.com/blog/en-kucoin-ve…]
📊 Market Signals 📊
🟢 BTC ETFs kept attracting inflows, while 🔴 ETH ETFs saw outflows
💵 Stablecoin supply continued to expand
📉 Yet market breadth stayed weak and primary funding remained selective
👉 Liquidity is there, but it is still concentrated—not broad risk-on.
Full Link: [kucoin.com/blog/en-kucoin-ve…]
📊 Market Signals 📊
🔥 Oil + inflation revived the hawk story. Risk didn’t collapse — it just got pricier to hold.
• BTC slipped; ETH kept the relative bid
• Institutions rotated, they didn’t leave
• Stablecoin supply stalled; yield products took flow
👀 Watch the path, not just the hike. TradFi keeps buying tokenization rails.
Full Link: [kucoin.com/blog/en-kucoin-ve…]
🚀 KuCoin Ventures Weekly TL;DR 🚀
🇺🇸 Congress blinked. The SEC didn’t.
• CLARITY stalled — not dead, just stuck
• SEC opened a 5-yr pilot for real tokenized U.S. stocks
• Same rights as shares. No synthetics. Tight rails
• Markets priced 24/7 on-chain equities, not a free-for-all
⚖️ The big bill waits. On-chain finance still moves.
🚀 KuCoin Ventures Weekly TL;DR 🚀
🏦 TradFi × Crypto:
• Nasdaq plans $100M Kraken-parent investment to deepen tokenized equities
• Tether + Fasanara launch StableFund for private credit
📈 Macro pressure:
• Sep hike odds: 86.5%
• 10Y nears 5%; oil >$100
📊 Market Signals 📊
🔄 Crypto flows diverge:
• BTC ETFs: ~$463M outflows
• ETH ETFs: ~$197M inflows, 4th straight positive week
💵 Stablecoin supply stays flat; USDe grows ~6.5%
🔒 Private capital favors tokenization, stablecoin payments & AI-agent settlement infra
Full Link: [kucoin.com/blog/en-kucoin-ve…]
🚀 KuCoin Ventures Weekly TL;DR 🚀
TradFi isn’t asking “what to tokenize” — it’s building how assets get paid, traded, recorded and settled on-chain.
🏦 21 banks plan a USD stablecoin co. for H1 2027
📈 LSEG + Payward: UK stocks / xStocks toward 2027
⚖️ SEC + 🇰🇷 FSC pushing rules & a 3-phase roadmap
➡️ Focus: payments, trading, records & settlement
📊 Market Signals 📊
Hot jobs revived hike talk. Crypto didn’t flinch.
🔥 Aug NFP +162k vs ~56k → Sep hike odds ~57%
📉 10Y real yield +49bps YTD
💪 BTC ~$80k | ETH ~$2.5k stayed resilient
💰 BTC+ETH ETFs ~$1.2B inflows (IBIT ~70%)
🟠 MSTR bought 4,603 BTC (~$369M)
📅 Friday CPI = next repricing
Full Link: kucoin.com/blog/en-kucoin-ve…
🚀 KuCoin Ventures Weekly TL;DR 🚀
🔥 Attention assets return:
• Robinhood Chain sees a surge in new Meme, Launchpad & DeFi assets
• RWA × crypto-native mechanics emerge as a new on-chain narrative
• High volatility shows capital is still chasing attention rather than broad risk-on
📈 Crypto liquidity improves:
• BTC briefly reclaims $80K; ETH outperforms
• Spot BTC + ETH ETFs attract ~$1.75B in weekly net inflows
📊 Market Signals 📊
💵 Macro risks remain elevated:
• Warsh pushes September rate-hike expectations above 50%
• USD/JPY breaks 160 again, keeping carry-trade liquidity risks in focus
• Renewed U.S.-Iran tensions send Brent back above $90
💧 On-chain liquidity improves:
• Stablecoin supply returns to modest growth
• ETF inflows provide stronger downside support
🔒 Private capital remains selective, concentrating on multi-asset platforms, institutional clearing/tokenization infrastructure & on-chain markets for Pre-IPO/RWA assets
Full Link: [kucoin.com/blog/en-kucoin-ve…]