Gate Ventures

This week’s Gate Ventures crypto recap: BTC dropped 2.7%, ETH fell 6.9%, and major altcoins saw broad pullbacks, while Plasma (XPL) surged. On the macro side, U.S. government shutdown risks rose, Cloudflare introduced NET Dollar payments, and CleanSpark secured Bitcoin-backed credit support.

The latest Gate Ventures Weekly Crypto Recap (September 22, 2025) covers both macro and crypto market highlights, noting the Fed’s 25 bps rate cut alongside key economic indicators, as well as continued ETF inflows into BTC and ETH despite price pressure on ETH. Market performance was mostly negative, with only a few tokens like BNB, AVAX, and WLFI closing higher, while Aster’s launch and unique features fueled a sharp post-listing surge. The recap also highlights broader ecosystem updates, including Google’s new Agent Payments Protocol for AI agents, the Ethereum Foundation’s push for ERC-8004 through its new dAI division, and Helius Medical’s $500M+ raise to build a Solana-based treasury solution.

In the September 15 edition of Gate Ventures Weekly Crypto Recap, we examine macro and crypto trends side by side. The U.S. inflation data has stirred market expectations, while persistent capital inflows into BTC and ETH reflect continued institutional interest. Despite broader market pressure, a handful of assets like BNB, AVAX, and WLFI defied the downtrend, and Aster’s post-launch momentum grabbed attention with explosive growth. Across the ecosystem, Google rolled out an Agent Payments Protocol to bridge AI agents and stablecoin payments, the Ethereum Foundation launched its dAI division with ERC-8004 ambitions, and Helius Medical secured over $500M to build treasury tools on Solana. Dive in for a full breakdown.

In the Gate Ventures Weekly Crypto Recap for September 8, 2025, we unpack macroeconomic shifts and the crypto markets’ response—highlighting steady inflows into Bitcoin and Ethereum even as volatility rose. Amid the sea of red, standout performers like BNB and WLFI caught attention. Ecosystem briefs cover Google’s Agent Payments Protocol for AI agents and Helius Medical’s push to scale treasury systems on Solana. Dive deep into opportunity.

In the September 1 edition of Gate Ventures’ Weekly Crypto Recap, we cover macro signals pushing market sentiment and continued inflows into BTC & ETH. Amid volatility, strong performances from BNB, WLFI, and other top tokens stood out. Ecosystem news includes innovations in protocol upgrades, adoption momentum in DeFi, and rising infrastructure plays gaining funding and traction.

In the August 25 Gate Ventures Weekly Crypto Recap, we observe steady macro momentum and sustained inflows into Bitcoin and Ethereum. Tokens like APT, SUI, and SOL outperformed amidst mixed market sentiment. Key ecosystem developments include Liquid staking protocols gaining traction, new developments in rollups, and institutional adoption accelerating across the DeFi stack.

Gate Ventures’ article “2025 Crypto Investment Thesis” explores key 2025 crypto trends: AI evolution from generative to agentic, DeSci for collaborative research, DeFAI integrating AI with DeFi, and meme-driven DAOs. It highlights leading projects and real-world examples, showing how technology and culture together drive innovation and disruption in the crypto ecosystem...

Gate Ventures’ article “Exploring Liquidity Fragmentation Challenges in the Layer 2 Era” analyzes liquidity fragmentation in L2 ecosystems like Base, Ink, and XLayer. Solutions such as Chain Abstraction, Intent-Based Protocols, Clearing Execution, Native Cross-Chain, and ZK Sharding aim to unify cross-chain liquidity and improve efficiency. Challenges remain in latency, data availability, and standardization, making fragmentation a key issue for building cohesive multi-chain networks...

Gate Ventures, in collaboration with Solana Superteam UK and the Cambridge Blockchain Society, has launched the Web3 (Open-web) & AI Frontiers Programme. This initiative aims to support early-stage projects from top academic institutions like the University of Cambridge, focusing on blockchain infrastructure, decentralized finance (DeFi), and AI-powered applications built on the Solana network. The program offers investment ranging from $100,000 to $1 million, along with technical guidance, mentorship, and access to a global blockchain ecosystem. By bridging academic research and real-world application, the programme seeks to identify breakthrough projects with long-term value and real-world impact...

Gate Ventures pledged $20M to support the BNB Incubation Alliance (BIA), aiming to accelerate early-stage blockchain projects. Launched by BNB Chain and Binance Labs, BIA provides funding, mentorship, technical support, accelerator programs, potential investments, BNB Chain grants, and DApp launch services (LaaS). Gate Ventures’ commitment reinforces its dedication to Web3 innovation and collaboration with BNB Chain to foster growth in DeFi, AI, DePIN, and DeSoc projects...

Gate Ventures has announced its Series A investment in Space and Time (SxT), a decentralized data warehousing platform that integrates blockchain and AI. SxT utilizes zero-knowledge (ZK) proofs to ensure tamper-proof analytics, enabling verifiable data processing for smart contracts and large language models (LLMs). This investment supports SxT's mission to provide cryptographically secure data infrastructure for Web3 applications...

Gate Ventures invested in Amnis Finance, the leading liquid staking protocol on Aptos. With $150M TVL, 22M+ APT staked, and 10.43% APR rewards, Amnis provides a secure, high-yield staking solution. The $2M funding round supports expansion across Aptos DeFi, strengthening its position as the top liquid staking protocol...

Gate Ventures has joined forces with the Abu Dhabi Blockchain Center to establish Falcon Gate Ventures, a $100 million fund dedicated to advancing global Web3 innovation. The fund prioritizes investments in projects throughout the United States, Asia, Europe, and the MENA region, with the goal of accelerating decentralized infrastructure development and fostering the integration of emerging technologies. Falcon Gate Ventures also reinforces the UAE’s role as a leading center for blockchain education, research, and ecosystem expansion.

Gate Ventures’ article, “The Third Browser War: Battling for Dominance in the Age of AI Agents,” analyzes how browsers are evolving as AI agents reshape the landscape. Browsers are no longer just tools for displaying information; they are becoming platforms for AI agent engagement. For example, Comet uses AI to replace conventional search results. Brave combines privacy protection with on-device inference. Competition is shifting from information display to user input, creating new opportunities for startups to offer structured, accessible, and trusted modules. Ultimately, success will depend on who secures the gateway for agent activation, rather than merely competing for user attention.

Gate Ventures' article, "Strategy-Based Synthetic Stablecoins," explores emerging trends in strategy-driven stablecoins. According to the article, these stablecoins generate yield through mechanisms such as on-chain lending, real-world assets (RWA), and derivatives. Ethena USDe, for instance, generates returns through a delta-neutral strategy. The key competitive factors revolve around the sustainability and transparency of yield structures. Pendle Protocol advances the on-chain interest rate market by separating principal and yield. In the future, strategy-driven stablecoins will evolve toward greater modularity, regulatory compliance, and clear yield disclosure. They aim to balance liquidity with regulatory obligations. Compliance risks remain a concern.