According to the latest weekly report from Gate Ventures, macro forces and regulatory signals once again dominated crypto market sentiment last week. U.S. equities posted broad gains, with the tech-heavy Nasdaq leading the charge, climbing 1.19%. The U.S. dollar index, meanwhile, slipped to 98.942, a move that markets interpreted as a repricing of monetary policy expectations.
In the crypto sector, the picture was more mixed: spot Bitcoin ETFs saw net outflows of roughly $1.42 billion, while spot Ethereum ETFs shed about $240 million, bringing the combined weekly outflow to over $1.6 billion and weighing on overall market sentiment. Yet these capital exits did not derail the structural upgrade underway; if anything, the institutional push gained further momentum.
Tokenization momentum grows as regulators lay clearer ground rules
Tokenization of real-world assets and institutional applications emerged as the week's brightest spot. Stellar's collaboration with the Depository Trust & Clearing Corporation (DTCC) to advance asset tokenization moved from concept to practical execution, a catalyst that sent the XLM token surging 83% over the course of the week. On the regulatory front, the U.S. Commodity Futures Trading Commission (CFTC) published guidance on regulated crypto perpetual futures trading, injecting much‑needed clarity into the compliant derivatives market. Meanwhile, Paxos became the first native crypto firm to obtain clearing agency qualification from the U.S. Securities and Exchange Commission (SEC), a milestone that signals how rapidly the industry's compliance infrastructure is maturing.
Samsung leads a $521 million fundraising week
Private market activity remained robust, with seven funding deals closing during the week and a disclosed total of $521 million. The headline transaction was Samsung's $408 million investment into South Korean digital asset company Dunamu, a move that reinforces the long‑held conviction of traditional financial institutions in digital asset infrastructure. Taken together, while short‑term fund flows leaned defensive, the clarity emerging from regulators and the deepening involvement of established players are providing structural tailwinds for the crypto industry.