AscendEX Web3 Weekly: The 2026 Opening — The Great Decoupling, RWA Hegemony & The Privacy Renaissance

Jan 05,2026

To: AscendEX Community, Institutional Partners, and Global Investors From: Bin Huang, Head of AscendEX Research Institute Date: January 4, 2026 Reporting Period: December 29, 2025 – January 4, 2026 === 1. Introduction: Rationality Amidst "Extreme Fear" and the Undercurrents of Capital Happy New Year to the global AscendEX community and blockchain believers worldwide. As we stand at the threshold of 2026, looking back at 2025 reveals a year of profound duality that has etched itself into crypto

AscendEX Web3 Weekly: The Great Decoupling & The Institutional Floor

Dec 29,2025

Table of Contents Executive Summary: The Quiet Accumulation Amidst Retail Apathy Market Overview: The Macro-Crypto Divergence Headlines: Security Failures & Corporate Treasuries Hot Sectors: Decentralized Storage & The Stablecoin Standard On-Chain Data: Liquidation Heatmaps & The $90k Wall Chart Interpretation: Technical Structures in a Low-Liquidity Environment Fundraising: The Capital Engine Shifts to Utility Regulation: The GENIUS Act & Global Compliance Institutional Analysi

AscendEX Web3 Weekly: The Winter's Verdict & The Great Capital Migration

Dec 22,2025

1. Opening: What Do We See When the Tide Goes Out? Greetings to all AscendEX readers, industry builders, and traders on the front lines: I am Bin Huang. If you are reading this report, congratulations—you are living through one of the most brutal yet truthful moments of "purification" in cryptocurrency history. This week (December 15–21, 2025), the global cryptocurrency market underwent a suffocating stress test. If the market was previously oscillating ambiguously between a "bull market correc

AscendEX Web3 Weekly: Flagship Weekly Report: The Macro "Fake-Out," Liquidity Shifts, and the Great Whale Migration

Dec 15,2025

1. Opening Remarks: Undercurrents Beneath the Deep Freeze To our loyal AscendEX users, industry colleagues, and believers in the crypto universe: On the surface, this week was defined by an "Extreme Deep Freeze." Bitcoin (BTC), after a failed attempt to breach the $94,000 high, faced resistance and spent most of the week in a lackluster defensive battle around the $90,000 threshold. The Fear & Greed Index plummeted to 21 (Extreme Fear) this week, hitting its coldest point since Q4 began. 1

AscendEX Web3 Weekly Report: The Fusaka Pivot, Macroeconomic Indecision, and the Infrastructure Supercycle

Dec 08,2025

1. Executive Summary As we enter the first week of December 2025, the digital asset industry finds itself in a nuanced and critical transition period. Following an extremely volatile fourth quarter—where Bitcoin (BTC) hit an All-Time High (ATH) of approximately $126,000 before retracing sharply below $90,000—the market has entered a state of characteristic "Indecision." This cooling of sentiment is not due to a single factor but is the result of a collision between macroeconomic uncertainty and