Drawing on public financial disclosures, industry data and observable operating indicators, this report assesses the valuation state and risk-reward structure of each layer of the AI value chain, framing its conclusions around cycle position and asymmetry rather than directional price forecasts.
This report was released by HTX Ventures, the global investment arm of HTX. HTX Ventures continuously monitors structural developments in stablecoins, payment infrastructure, and institutional settlement networks, with a particular focus on how revenue distribution, customer ownership, and rule-setting authority evolve alongside technological shifts.
In July 2026, staying true to its "User First" principle, HTX delivered a multi-dimensional performance report marked by a 15% month-to-month growth in new registered users, driven by continuous optimization across listings, trading tools, earning products, campaign operations, and ecosystem building.
According to HTX's data, gains between August 2 and August 9 were most concentrated in BSC memecoins, where TUT surged as much as 733% in a single week, while DeFi continued its strong performance from recent weeks.
According to data from HTX, assets within the Bitcoin ecosystem delivered standout performances between July 26 and August 2, led by the Ordinals inscription token RATS with an 85% weekly gain.
Data from global cryptocurrency exchange HTX shows that the DeFi sector emerged as the week’s top performer, spearheaded by projects delivering real yield and institutional-grade infrastructure.