CRYPTO MARKET OVERVIEW – W02/2026

On a weekly basis, Ether (ETH) dropped by (ETH⬇1.2%) while Solana (SOL) jumped

by (SOL⬆3.8%) and Bitcoin dropped by (BTC⬇1.2%). In comparison, US

Technology Equity Index, NASDAQ, went up by (NASDAQ⬆1%). Since the

beginning of 2026, BTC is up by ⬆3%, ETH up by ⬆5%, SOL up by ⬆12% versus

NASDAQ up by ⬆2%, YTD.

 MARKET PERFORMANCE

Last Price 1W Chg % YTD Chg % % from ATH

Ethereum, ETH ($) 3 106 -1,22% 4,56% -37,29%

Solana, SOL ($) 139 3,84% 11,75% -52,72%
Bitcoin, BTC ($) 90 394 -1,23% 3,20% -27,37%
NASDAQ ($) 23 671 0,97% 1,88% -1,45%
Crypto MarketCap ($tn) 3,08 -2,53% 2,67% -16,98%
BTC Dominance 58,5% -0,68% -0,85% -41,45%
ETH Dominance 12,1% 0,83% 0,00% -61,24%
CMC Crypto Fear & Greed 41,00 -2,38% NEUTRAL
Source: [Link]

The Digital Asset market sentiment stands at 41.00, indicating Neutral. The Total

Cryptocurrency Market Cap stands at $3.08 trillion.

CMC CRYPTO FEAR & GREED INDEX

Source: coinmarketcap

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 WEEKLY PRICE PERFORMANCE OF TOP COINS

XMR 37,9%
POL 26,7%
ATOM 10,1%
M 5,1%
PAXG 4,9%
SUI 4,9%
TAO 4,7%
SOL 3,8%
TRX 1,3%
LEO 0,8%
BNB 0,4%
AAVE -0,2%
WBET -1,0%
ETH -1,2%
BTC -1,2%
TRUMP -1,2%
BGB -1,3%
KCS -1,6%
LINK -2,2%
BCH -2,2%
OKB -2,3%
PIP -2,4%
FIL -2,5%
XRP -2,6%
WLFI -3,0%
NEAR -3,1%
ADA -3,8%
ETC -4,2%
ICP -4,2%
DOT -4,3%
ALGO -4,4%
AVAX -4,5%
CC -4,7%
LTC -5,7%
XLM -6,0%
WLD -6,1%
MNT -6,5%
SHIB -7,0%
TON -7,2%
CRO -8,0%
UNI -8,0%
HBAR -8,5%
DOGE -8,8%
APT -9,6%
ASTER -10,2%
ONDO -10,8%
ENA -10,9%
HYPE -10,9%
PEPE -19,4%
ZEC -20,2%

-30,0% -20,0% -10,0% 0,0% 10,0% 20,0% 30,0% 40,0% 50,0%

Source: [Link]
 altFINS ON-CHAIN DATA: TOP WEEKLY PERFORMERS

BY TOTAL REVENUE

Source: [Link]

The top three coins where we record total revenue were Tron (TRX), (ZEC) and Lido Finance

(LDO) This metric indicates total fees paid by end users. It shows if users are willing to pay to use

protocol and if the project makes sense at all.

BY TOTAL VALUE LOCKED (TVL)

Source: [Link]

The top three coins where we record TVL were Aave (AAVE), Lido (LDO) and EigenLayer

(EIGEN). This metric shows how much users deposit to the protocol’s smart contract (these assets

are not owned by the protocol). It indicates trust in the protocol’s contract security-wise and

popularity of the project.

TOTAL REVENUES FOR ETH, BTC & SOL

Source: altFINS

The October 2025 fee spike on Ethereum was a natural congestion event driven by panic trading

and liquidations. A sudden crypto market crash (sparked by U.S.–China tariff news) caused panic

selling, pushing massive on-chain trading and liquidation activity.

Otherwise, revenues for Ethereum, Bitcoin and Solana continue to be low as activity across these

chains is minimal. Ethereum’s revenues had been floating at low levels with occasional spikes since

March 2024 when we saw a peak over $35M.

Bitcoin has been stagnating on its transaction activity the most, as revenues remain low since the

activity around BRC-20 and inscriptions hype faded away.

 MACRO & CRYPTO WEEKLY HIGHLIGHTS

MACRO-HIGHLIGHTS LAST WEEK

• ISM Manufacturing came at 47.9% Vs. 48.3% expected and Vs. 48.2% previous, indicating

stronger contraction than expected.

• ISM Services came at 54.4% Vs. 52.1% expected and Vs. 50% previous, indicating stronger

growth than expected.

• ADP Employment report showed 41k new additions Vs. 48k expected and Vs. 29k losses in

the previous month (revised).

• U.S. Employment Report showed 50k new additions Vs. 73k expected and Vs. 64k previous

(already after revision).

• U.S. Unemployment rate came at 4.4% Vs. 4.5% expected and Vs. 4.5% previous (revised).

MARKET PREDICTIONS:
• The market is pricing in no more rate cuts. Rates are expected to remain in the range of 3.50

– 3.75% throughout 2026 (source: [Link]).

WHAT TO WATCH OUT FOR THIS WEEK:

• Based on Nowcasting Cleaveland Fed, the U.S. Headline CPI is expected to drop to 2.57%

p.a. Vs. in December 2025 2.7% p.a. previous, while the U.S. Core CPI is expected to drop

to 2.64% p.a. Vs. 2.6% p.a. previous. In January 2026, Headline CPI is expected to drop

further to 2.2% p.a., while the core CPI is expected to drop further to 2.45% p.a.

• U.S. Headline and Core PPIs.

• U.S. Retail Sales expected at 0.4% Vs. 0% previous.

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