A certain exchange: The market has entered a stage of structural recovery, with funds flowing back and focusing on leading assets and infrastructure sectors.
According to ChainCatcher, the latest weekly report from a certain exchange shows a clear style shift in global stock markets, with capital rotating from growth sectors to value and defensive assets. The Dow Jones Index rose by 2.22%, while labor market data remained resilient. Macroeconomic indicators are showing diverging trends, with the composite PMI flash estimate rising to a two-year high of 54.4, but cost pressures persist. In addition, the prolonged impact of a high interest rate environment continues to affect real estate activity, creating a structural state of both expansion and pressure for the overall economy. The crypto market saw a slight pullback, with BTC down 0.5% and ETH down 1.6%. The total market capitalization dropped by 0.4%, remaining flat compared to last week, and overall market sentiment is in a mild recovery phase.
At the asset and industry level, the top 30 assets rose by an average of 4.2%, with HYPE and ZEC among the top performers, influenced by factors such as ecosystem expansion, improved liquidity, and easing of regulatory uncertainty. In terms of industry trends, on-chain infrastructure and compliance processes continue to progress, with active financing and product iteration in areas like prediction markets, on-chain derivatives, and payment networks. Regarding investment and financing, 24 transactions were completed last week, with disclosed funding totaling about $532.6 million. Infrastructure and DeFi were the main areas of capital inflow, and Kalshi completed a single financing round of $200 million.
Additionally, Variational completed a $50 million Series A round, AEON closed a $8 million pre-seed round, while the infrastructure and social sectors recorded 12 and 6 transactions respectively. Overall, amid macro volatility and market divergence, capital allocation continues to focus on long-term infrastructure and real-world application scenarios.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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