Web3 Research Weekly: BTC ETF Momentum Builds as BRC-20 and NFT Markets Surge

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The cryptocurrency market continued its upward momentum this week, maintaining bullish sentiment across major asset classes. With total market capitalization climbing to $1.43 trillion, investors are responding positively to regulatory developments, technological breakthroughs, and renewed interest in niche sectors like BRC-20 tokens, NFTs, and Layer 2 solutions. This report breaks down key movements in Bitcoin (BTC), Ethereum (ETH), and emerging Web3 trends shaping the landscape.


Market Overview: Bullish Sentiment Gains Ground

The broader crypto market posted solid gains, with a 25:3 ratio of winners to losers among the top 100 digital assets. Total market value rose by 2.8% over 24 hours, reflecting sustained institutional and retail confidence.

Bitcoin led the rally with a 5.0% weekly gain, briefly testing the $38,000 resistance level** before settling near **$36,500. Ethereum outperformed with an 11.9% increase, reclaiming the $2,000 mark and stabilizing above it—a strong signal of underlying demand.

Two standout performers emerged:

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Bitcoin & Ethereum: Stability Meets Volatility

Bitcoin (BTC): ETF Hype Fuels Price Action

BTC’s price action was heavily influenced by ongoing developments around spot Bitcoin ETF approvals. The asset surged toward $38,000 midweek amid reports that the U.S. SEC may be preparing for a coordinated approval window starting November 9—a potential game-changer for institutional adoption.

Despite the pullback, long-term fundamentals remain strong:

While the $38,000 level acted as resistance this week, sustained buying pressure could push BTC higher if regulatory clarity improves.

Ethereum (ETH): On the Rise with Record Option Volatility

Ethereum showed impressive strength, climbing to a high of **$2,043** before consolidating around $2,000. The surge coincided with increased trading volume and elevated options activity.

Notably, ETH’s implied volatility hit a yearly high, according to Greeks.live—often a precursor to major price moves. This suggests traders are positioning for significant upside or downside swings in the near term.

Additionally, DeFi and NFT activity on Ethereum remains robust:


Sector Trends: Where Innovation Meets Demand

Layer 1 & Layer 2: Scalability in Focus

SegmentWeekly ChangeTop Performers
Layer 1+4.7%$MUU, INTR, SOUL
Layer 2+17.5%WETH, CULT, METIS

Layer 2 networks saw explosive growth due to increased Ethereum usage. Projects like METIS gained traction as users seek faster, cheaper alternatives without sacrificing security.

Meanwhile, Sui’s Total Value Locked (TVL) surpassed $100 million, setting a new record and highlighting growing confidence in next-gen L1s.

DeFi & LSD: Yield and Liquidity Drive Gains

Decentralized Finance (DeFi) remained resilient with a 13.5% weekly increase, led by lesser-known but innovative protocols like CNS, BADGER, and FAB. Improved liquidity metrics suggest renewed user engagement.

The Liquid Staking Derivatives (LSD) sector rose 11.4%, fueled by ETH’s price rally. Tokens such as BRG, ETHX, and RETH benefited from increased staking activity and demand for yield-bearing assets.

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BRC-20 & NFTs: The Comeback of Digital Collectibles

BRC-20 Tokens: ORDI Ignites a New Wave

The BRC-20 ecosystem exploded this week with a staggering 113.8% gain, largely driven by surging interest in ORDI and its associated protocols.

Key highlights:

This resurgence reflects growing experimentation within Bitcoin’s ecosystem beyond simple transfers—pointing toward a more programmable future for the network.

NFT Market Rebounds Strongly

NFT trading volume on Ethereum hit a three-month high, exceeding 10,000 ETH daily. Collections tied to gaming and utility—such as those linked to Illuvium—led the charge.

Illuvium itself surged 66% weekly, peaking above $89, ahead of its planned release on the Epic Games Store on the 28th. This marks a pivotal moment for blockchain gaming, bridging Web3 with mainstream platforms.

Additionally, NFT-focused tokens like XED, GSWAP, and CGG posted double-digit gains, indicating renewed investor appetite.


Regulatory Developments: Clarity on the Horizon?

Regulatory news dominated headlines this week, offering cautious optimism:

These signals point to gradual but meaningful regulatory maturation—critical for long-term market stability.


Emerging Technologies: AI Meets Web3

Convergence between artificial intelligence and blockchain is accelerating:

These innovations lay the groundwork for smarter dApps and autonomous agents operating across decentralized networks.


Frequently Asked Questions (FAQ)

Q: What is driving the recent surge in BRC-20 tokens?
A: The rally is primarily fueled by heightened interest in ORDI and upcoming protocol upgrades. Increased developer activity on Bitcoin via BitVM also contributes to renewed excitement around Bitcoin-based token standards.

Q: Are we close to spot Bitcoin ETF approval in the U.S.?
A: Signs point to growing likelihood. With SEC dialogues underway and a potential 8-day review window starting November 9, many analysts expect approvals by year-end—though final decisions remain uncertain.

Q: Why did Ethereum’s implied volatility spike?
A: Elevated ETH options volatility often precedes major price movements. It reflects trader anticipation of significant news—such as ETF decisions or protocol upgrades—leading to larger position builds.

Q: Is the NFT market sustainably recovering?
A: Early indicators are positive: rising transaction volumes, integration with mainstream platforms (like Epic Games), and utility-driven projects gaining traction suggest a healthier, more sustainable recovery compared to past speculative peaks.

Q: How does PYUSD factor into current market dynamics?
A: PayPal’s stablecoin (PYUSD) now has $158 million in circulating supply, signaling growing adoption of regulated digital dollars. Its expansion enhances fiat on-ramps and strengthens trust in crypto payments.


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