Gate Institutional Weekly Report (July 6โ12, 2026) ๐
Last week, crypto markets posted a moderate recovery as improving risk sentiment, a rebound in AI-related equities, and renewed interest in corporate Bitcoin treasury strategies supported prices. However, elevated U.S. Treasury yields and continued hawkish divisions within the Fed limited further upside.
Key Highlights:
๐น Macro: Diverging Fed expectations, AI-driven equity strength, and geopolitical risks shaped global markets.
๐น Liquidity: Spot BTC and ETH ETFs returned to net inflows, while Gate TradFi trading volume remained strong, led by Korean equities.
๐น On-chain: Robinhood Chain boosted Uniswap activity, Circle's regulatory progress reinforced the institutional USDC narrative, and Aave borrowing remained concentrated on Ethereum
๐น Derivatives: Positive BTC funding rates, rising open interest, a normalizing 25D Skew, and declining DVOL point to improving sentiment alongside continued caution on leverage and duration.
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