CoinEx Research

🌔 CoinEx Crypto Market Outlook 2026: Unlock Certainty in Volatility Our base case sees $BTC targeting $180,000 by 2026. However, the era of effortless alpha harvested through viral narratives is waning. Retail investors expecting a rising tide to lift all boats will be disappointed. We predict no traditional altseason; instead, liquidity will be ruthlessly selective, flowing only to blue-chip survivors with real adoption. Read the full report here: coinex.com/s/4E9M

In Part 2 of this report, we will dissect these institutional frictions and define the exact criteria Hyperliquid must meet to evolve from an early-stage venue into a fully mature, institutional-grade trading layer.

4/4 Pre-Positioning Alpha: Expanding Supply to Capture Narrative Shifts Markets that may appear merely “pre-positioned” during quieter periods can become highly valuable once narrative catalysts intensify, allowing the platform to capture flow more quickly and convert newly relevant asset classes into real trading activity.

The integration of traditional finance (TradFi) assets into on-chain perpetual markets has reached a critical early formation stage. In this evolving landscape, Hyperliquid has emerged as a prominent challenger, forcing the market to re-evaluate the boundaries of decentralized liquidity. Read the full report here: coinex.com/s/4E5G

🔻 CoinEx Weekly View 💸 ETF Flow $BTC ETF: +$93.1M vs. prev. +$763.4M $ETH ETF: -$60M vs. prev. +$160.9M 📊 Sector View ↗️ Outperforming: 1⃣ DEX 2⃣ GameFi 3⃣ DePin ↘️ Underperforming: 1⃣ BTCfi 2⃣ Stablecoin 3⃣ AI Agent 📈 Overall 76/467 tracked tokens were up. 🔥Top Gainers: $JCT, $BR, $BEAT, $COMMON, $TRIA

🌲 CoinEx Weekly View 💸 ETF Flow $BTC ETF: +$763.4M vs. prev. +$568.5M $ETH ETF: +$160.9M vs. prev. +$23.5M 📊 Sector View ↗️ Outperforming: 1⃣ AI 2⃣ DEX 3⃣ DePin ↘️ Underperforming: 1⃣ BTCfi 2⃣ Launchpad 3⃣ RWA 📈 Overall 380/467 tracked tokens were up. 🔥Top Gainers: $PIXEL, $MOLT, $XAN, $SKI, $RIVER

🔴 CoinEx Weekly View 💸 ETF Flow $BTC ETF: +$568.5M vs. prev. +$787.4M $ETH ETF: +$23.5M vs. prev. +$80.5M 📊 Sector View ↗️ Outperforming: 1⃣ BTCfi 2⃣ Launchpad 3⃣ AI ↘️ Underperforming: 1⃣ Stablecoin 2⃣ DEX 3⃣ RWA 📈 Overall 151/467 tracked tokens were up. 🔥Top Gainers: $FAI, $RESOLV, $UAI, $PHA, $BEAT

7/7 Signs of Stablecoin Resilience Point to Quicker Market Healing Digital-asset liquidity saw a decisive shift this month, with stablecoins recording approximately $3.3 billion in net inflows—a sharp reversal that arrests the prior month's slump.

6/7 The Explosive Rise of Agentic AI and Infrastructure Readiness Agentic AI experienced explosive growth throughout February. OpenClaw quickly became the breakout open-source framework, going viral as a fully local, privacy-first personal agent that runs entirely on user devices.

📊 CoinEx Monthly Flight to Safety: Tariffs, Takaichi, and Tehran Put Crypto to the Test Read the full report here: coinex.com/s/4ESI

5/5 🧠 The 2026 IPO wave is the "Main Board Listing" of your trading mindset. Stop trading on vibes, and start trading on cap tables and S-1 filings. Read the full Masterclass on how to hedge and arb the IPO cycle on #CoinEx Research here: coinex.com/s/4ESM

4/5 🎯 Play 2 & 3: Event-Driven Alpha. Track TradFi equity lock-ups vs. Crypto token vesting. VCs locked out of selling equity will dump liquid tokens to hedge. Front-run this with CEX perps. 🩸 Trade the proxy narratives: 🔐 @Ledger IPO ➡️ $TWT $SFP 💵 @Circle EBITDA ➡️ $MKR $ENA

1/5 The 2026 Crypto IPO super-cycle hides a fatal trap for retail traders. 🚨 If a Web3 giant issues BOTH public equity on the Nasdaq and an ecosystem token, who gets the actual revenue? Spoiler: It’s not the token holders. Here is your guide. 🧵👇