Gate Ventures

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.

Gate Ventures Weekly Recap: The crypto market faced volatility as the Fed resumed rate cuts. Bitcoin and Ethereum pulled back despite strong ETF inflows, while altcoins mostly declined. Zcash, Bittensor, and BNB outperformed, and new projects like Meteora and Monad drew attention.

Gate Ventures’ Weekly Crypto Recap: BTC rose 10.1% and ETH gained 8.9%, driven by strong ETF inflows and renewed market optimism. On the macro front, U.S. government shutdown concerns fueled uncertainty as the dollar weakened and gold climbed. In projects, DoubleZero (2Z) and OpenEden (EDEN) gained traction, Sui launched suiUSDe and USDi stablecoins, and Polygon partnered with Standard Chartered to tokenize money market funds. On the investment side, 13 deals totaling around $325M were disclosed, with DeFi projects leading the week’s funding activity.

This week’s Gate Ventures crypto recap: BTC dropped 2.7%, ETH fell 6.9%, and major altcoins saw broad pullbacks, while Plasma (XPL) surged. On the macro side, U.S. government shutdown risks rose, Cloudflare introduced NET Dollar payments, and CleanSpark secured Bitcoin-backed credit support.

Gate Ventures’ article “2025 Crypto Investment Thesis” explores key 2025 crypto trends: AI evolution from generative to agentic, DeSci for collaborative research, DeFAI integrating AI with DeFi, and meme-driven DAOs. It highlights leading projects and real-world examples, showing how technology and culture together drive innovation and disruption in the crypto ecosystem...

Gate Ventures’ article “The Road Ahead” examines the Fed’s quantitative tightening (QT) and its potential impact on crypto. As Fed assets approach $6.8T and liquidity tightens, QT’s end could boost market liquidity and risk asset demand. Investors should watch Fed policies closely to gauge effects on crypto markets...

Gate Ventures, in collaboration with Solana Superteam UK and the Cambridge Blockchain Society, has launched the Web3 (Open-web) & AI Frontiers Programme. This initiative aims to support early-stage projects from top academic institutions like the University of Cambridge, focusing on blockchain infrastructure, decentralized finance (DeFi), and AI-powered applications built on the Solana network. The program offers investment ranging from $100,000 to $1 million, along with technical guidance, mentorship, and access to a global blockchain ecosystem. By bridging academic research and real-world application, the programme seeks to identify breakthrough projects with long-term value and real-world impact...

Gate Ventures pledged $20M to support the BNB Incubation Alliance (BIA), aiming to accelerate early-stage blockchain projects. Launched by BNB Chain and Binance Labs, BIA provides funding, mentorship, technical support, accelerator programs, potential investments, BNB Chain grants, and DApp launch services (LaaS). Gate Ventures’ commitment reinforces its dedication to Web3 innovation and collaboration with BNB Chain to foster growth in DeFi, AI, DePIN, and DeSoc projects...

Gate Ventures invested in Amnis Finance, the leading liquid staking protocol on Aptos. With $150M TVL, 22M+ APT staked, and 10.43% APR rewards, Amnis provides a secure, high-yield staking solution. The $2M funding round supports expansion across Aptos DeFi, strengthening its position as the top liquid staking protocol...

Gate Ventures has announced its Series A investment in Space and Time (SxT), a decentralized data warehousing platform that integrates blockchain and AI. SxT utilizes zero-knowledge (ZK) proofs to ensure tamper-proof analytics, enabling verifiable data processing for smart contracts and large language models (LLMs). This investment supports SxT's mission to provide cryptographically secure data infrastructure for Web3 applications...

Gate Ventures has joined forces with the Abu Dhabi Blockchain Center to establish Falcon Gate Ventures, a $100 million fund dedicated to advancing global Web3 innovation. The fund prioritizes investments in projects throughout the United States, Asia, Europe, and the MENA region, with the goal of accelerating decentralized infrastructure development and fostering the integration of emerging technologies. Falcon Gate Ventures also reinforces the UAE’s role as a leading center for blockchain education, research, and ecosystem expansion.

Gate Ventures’ article, “The Third Browser War: Battling for Dominance in the Age of AI Agents,” analyzes how browsers are evolving as AI agents reshape the landscape. Browsers are no longer just tools for displaying information; they are becoming platforms for AI agent engagement. For example, Comet uses AI to replace conventional search results. Brave combines privacy protection with on-device inference. Competition is shifting from information display to user input, creating new opportunities for startups to offer structured, accessible, and trusted modules. Ultimately, success will depend on who secures the gateway for agent activation, rather than merely competing for user attention.

Gate Ventures' article, "Strategy-Based Synthetic Stablecoins," explores emerging trends in strategy-driven stablecoins. According to the article, these stablecoins generate yield through mechanisms such as on-chain lending, real-world assets (RWA), and derivatives. Ethena USDe, for instance, generates returns through a delta-neutral strategy. The key competitive factors revolve around the sustainability and transparency of yield structures. Pendle Protocol advances the on-chain interest rate market by separating principal and yield. In the future, strategy-driven stablecoins will evolve toward greater modularity, regulatory compliance, and clear yield disclosure. They aim to balance liquidity with regulatory obligations. Compliance risks remain a concern.

Gate Ventures' research report, "The Bittensor Revolution: The Rise of AI-Based Bitcoin and the New Economic Landscape," offers a comprehensive analysis of Bittensor, an innovative decentralized AI network. Bittensor’s platform adopts Bitcoin’s incentive model and applies subnet architecture alongside game theory, encouraging miners to provide AI inference, GPU computing power, data storage, and other resources. Each subnet features its own Alpha Token, with its value governed by market dynamics, which in turn affects the TAO issuance rate. As of now, the Bittensor ecosystem includes about 80 subnets and is experiencing rapid growth. Nevertheless, the project encounters significant challenges, including limited infrastructure and high redundancy across the ecosystem. Still, Bittensor’s distinct architecture and incentive mechanism present new directions for the development of decentralized AI ecosystems...