GateVentures: Technology stocks drive market recovery, simultaneous restoration of crypto assets and investment and financing

According to GateVentures 'latest weekly report, there are signs of phased recovery at the macro level. The performance of major stock indexes is differentiated but overall upward, and market risk appetite has rebounded. In this context, the crypto market rebounded simultaneously, with BTC rising 6.6%, ETH rising 4.7%, and recorded net inflows of spot ETFs of approximately US$823.7 million and US$155 million respectively, indicating that the return of funds has increased. The overall market value rose 5.2%, while the market value excluding BTC and ETH increased 2.6%, indicating that upward momentum is beginning to spread to a wider range of assets, but the pace remains relatively moderate. In terms of asset and industry dynamics, structural opportunities continue to emerge. The top 30 assets rose by an average of 4.2%. At the same time, advancement at the chain and industrial levels continues, including the continuous evolution of digital currency infrastructure and asset chain. In terms of investment and financing, a total of 12 transactions were completed last week, and the total financing disclosed was approximately US$54.89 million, a month-on-month increase of approximately 31%. The funds mainly flowed into the DeFi and infrastructure sectors. Among them, JPYC completed US$17.62 million in financing to promote the construction of yen stablecoin infrastructure;3F completed US$4 million in seed round financing, with participants including GateVentures and others. Against the background of marginal improvement in the macro environment, investment and financing activity has rebounded, and funds still focus on long-term application scenarios and underlying capacity building in a volatile environment.