2100NEWS WEEKLY CRYPTO REPORT Aug-1

The NWST1100 index fell by 4.28% last week; CFX, a Large-Cap Coin, has made the most significant leap in rank within the NWSL100 crypto index biweekly.

*Below, we present a standardized weekly report and next week’s outlook, prepared based on the Theory Swingtum of intelligent finance. We gauge the crypto market’s breadth and direction by showing charts 2100NEWS Digital Assets Total Index (NWST1100), which measures 1100 (by market capitalization) significant crypto assets’ performance. The information-laden chart is complex to read initially, but it effectively displays essential price information, crucial decisive price levels, momentum, trading volumes, and crypto market breadth. Monitoring Market Sentiment and Breadth is necessary to detect early signs of trend reversals or continued strength.

Our detailed analysis of the NWST1100 chart and related market indicators reveals essential insights into the current market conditions:

The NWST1100 index declined by -4.28% last week, marking a notable reversal after several weeks of substantial gains. This retreat confirms that the rally has matured and entered a corrective, volatile consolidation phase. The downturn reflects not only technical overextension but also diminishing impact from earlier structural catalysts such as U.S. regulatory clarity. As momentum fades, the market now confronts critical support levels.

1. Market sentiment: The Price Oscillator (PPO) lines accelerated downward, while the PPO histogram sank deeper into negative territory. This not only confirms the loss of bullish momentum but also points to an apparent momentum reversal. Meanwhile, the RSI (Relative Strength Index) fell to 45.23, signaling a decisive exit from overbought conditions and entering a neutral-to-bearish zone. The trend is now vulnerable to further downside if no new positive catalysts emerge.
2. Attention has shifted to breadth indicators at the bottom of the NWST1100 chart. The Advance-Decline Volume Line (ADVL), adapted by 2100News for the crypto market as ADVPL, tracks the net money volume of advancing versus declining digital assets. It declined sharply last week, signaling that capital flows have reversed direction — with selling pressure outweighing inflows across index constituents. The McClellan Summation Index, a long-term version of the McClellan Oscillator that measures market breadth, accelerated lower, indicating broad-based selling.

📉 Summary

The cryptocurrency market has entered a corrective phase. Breadth and momentum are weakening, and leadership is shifting out of high-momentum assets, as overbought conditions unwind and sentiment neutralizes. Focus shifts from chasing upside to managing risk and preserving gains.

According to the chart on the right, all A50R indicators across all major segments (NWST1100, NWSET100, NWSL100, NWSCo100) have deteriorated, dropped sharply from overbought territory across all major groups, confirming that internal market strength is weakening. This breadth indicator measures the percentage of digital assets trading above a 50-day moving average.

*This breadth indicator is essential in measuring the internal strength or weakness of the underlying index. Looking at the chart on the right side, we can see the A50R lines for four different categories of digital assets:

1. The top box shows the A50R lines for 100 Large-cap members of NWSL100.
2. The middle box displays the A50R lines for 1100 members of NWST1100, which is the Total Index measuring the performance of significant crypto assets based on market capitalization.
3. The third box shows the A50R lines for 100 Ethereum Tokens members of NWSET100.
4. The bottom box represents the A50R lines for 100 Coins members of NWSCo100.

Outlook for the Week Ahead

This report aims to provide insights into the cryptocurrency market’s near-term outlook. While complete predictability remains challenging, market waves exhibit some degree of predictability, with discernible patterns in market behavior. By examining momentum indicators, several signals emerge that offer insights into the potential direction of the market in the short term.

1. The RSI (Relative Strength Index) stood at 46 last week and may stabilize by midweek. A cluster of signals currently indicates a corrective phase rather than a more profound reversal, as price action remains anchored near Pivot P and along the lower Bollinger Band, suggesting technical digestion rather than a breakdown.
2. The PPO histogram, which measures the rate of change (i.e., the first derivative) of PPO lines, remains in negative territory, but subtle changes hint at a possible inflection. The PPO line is slowing its descent and approaching the zero line, a zone typically viewed as a decision point. At this stage, market participants weigh whether the current correction will extend further or pivot toward recovery. While no definitive reversal has occurred, waning downside momentum in the PPO line can generate a rising histogram wave, even while values remain negative. This early shift may foreshadow an attempt by the market to stabilize and explore the upper halves of the Bollinger and Keltner channels, as was the case in early June.
3. The Breadth indicators at the bottom of the first chart (NWST1100) also point to a potential stabilization phase. Participation weakened meaningfully last week, but the deterioration appears to be slowing. If the Advance-Decline Volume Line (ADVL) or the McClellan Summation Index begins to flatten or turn upward, it would reinforce the view that selling pressure is subsiding and the market is transitioning toward a base-building phase rather than a further sharp decline.

📌 Target and Scenario Considerations:

The base scenario for the NWST1100 index favors a sideways consolidation between the 10-day and 25-day EMAs, with Pivot P (~7,800) acting as a technical floor. Should a rebound unfold, resistance is expected around the upper Keltner Channel boundary (~8,400) — a zone that may coincide with PPO histogram reversal and PPO line flattening. This level could mark the upper bound of a short-term relief rally, not the start of a new trend leg.📍 Key Levels to Watch:

• Support: 7,800 (near Pivot P)
• Resistance: 8,400 (upper Keltner Channel boundary)

Investors and traders often rely on historical performance data to make informed decisions about their cryptocurrency holdings. After analyzing the data in the table, it is evident that the crypto market experienced a correction; the overall index fell by 4.28% over the last week. The accompanying chart highlights the performance of key cryptocurrencies, including Bitcoin and Ether, alongside the 2100NEWS Indices, which track Ethereum-based tokens (NWSET100), large caps (NWSL100), and coins (NWSCo100). Among these, Ether stood out, significantly outperforming other segments with a remarkable 36.47% gain over the past thirty days.

While the broader market has dropped, different segments and individual cryptocurrencies exhibit different performance dynamics.

Performance Trends by Market Segment:

✔ Ether and NWSET100 (Ethereum-based tokens) led the market with substantial gains**,**

✔ NWSBE, Bitcoin, and NWS30 improved, showing notable strength.

✔ NWSL100 (Large Caps) and NWSCo100 (Coins) were weakening.

Investors and traders might use this information to adjust their portfolios, possibly shifting focus toward assets with stronger relative momentum while being cautious about those in the Weakening quadrant.

*RRG® charts show the relative strength and momentum of groups of digital assets. Those with strong relative strength and momentum appear in the green Leading quadrant. As relative momentum fades, they typically move into the yellow Weakening quadrant. If relative strength then fades, they move into the red Lagging quadrant. Finally, when momentum picks up again, they shift into the blue Improving quadrant.

Crypto (Digital Assets) compared with global equity

This report offers a comprehensive analysis comparing the performance of digital assets, as represented by the NWST1100 index, to shares on global capital markets, as measured by the Dow Jones Global W1Dow index. We draw insights into historical achievements and potential future trends by examining their performances over various time frames.

Let’s break down the key observations and implications:

• Historical Performance Comparison:
  • 45 Months Ago: Digital assets vastly outperformed global equities in global capital markets, reaching a record high in the comparative quotient between the NWST1100 and W1Dow index.
  • From twelve months ago to the Present, digital assets have outperformed equities by 26.9%.
• Mean Reversion Opportunity:
  • The average quotient price, represented by a blue dashed curve, has been 10.54 over the past 143 working days, while the current spot price is 11.42. This is higher than the long-term mean of 8.40, which has increased since October.
  • The mean reversion theory suggests that asset prices, over time, tend to revert to their historical average returns. The current average quotient price above the long-run mean could imply that digital assets are currently highly valued compared to historical trends.
• Returns Comparison (12-month Accumulation Method) & Strategic Investment Timing:
  • The chart also presents the returns achieved by the simplified index-based accumulation approach—buying one index point per day over 12 months—to simulate a mechanical exposure build-up. While this method is not equivalent to classical dollar-cost averaging (which involves investing a fixed amount of capital daily), it offers a consistent benchmark to compare historical costs and returns. The NWST1100 Crypto Index has risen by 47.38% over the past twelve months. With daily index investments, an investor’s stock price would have resulted in a gain of 20.8% on the current index price, despite unprofitable purchases due to high entry prices during a prolonged market uptrend when prices remained above the 143-day moving average for an extended period.
  • The DJW, representing global capital market shares, grew by 13.90% over the past twelve months. However, a daily purchase strategy would have resulted in a 7.5% gain.
• Conclusion:

The recent rally highlights the importance of tracking market swings. Historically, the best opportunities have emerged when sentiment was weakest and prices were below the 143-day EMA. Conversely, when the market rallies strongly and extends far above the 143-day EMA, as it is now, it is often prudent to start building cash reserves to take advantage of future pullbacks.

*The box in the middle of the chart shows the original NWST1100 price; at the bottom is W1Dow

Indices Revision 8-1-2025

Based on the latest biweekly revision, Conflux, Pump.fun, and Lido DAO Token improved their ranking and were added to the NWSL100 index. On the other hand, Core, MANTRA, and Fantom were removed from the NWSL100 index. Several new mid-cap assets, including Banana Gun, Solana Name Service, Keeta, etc., have been added to the NWSM200 index. Each index’s presentation provides more information about the additions and deletions for other indices in the family.

Winning member

Congratulations to Conflux (CFX) on achieving a significant milestone: being recognized as the winning member of the NWSL100 crypto index, which represents the most crucial leap in rank within the index.

*We elect the member of the NWSL100 crypto index with the most significant jump in our ranking. We will examine how the market rates the project’s progress in case of price changes. It seems important to us whether the project is out of the ordinary tide of crypto project prices. Peer comparison should be efficient and effective, considering an investor’s point of view

Conflux (CFX) **

CFX, a Large-Cap Coin, is ranked 59th in the 2100NEWS ranking. It is an Index member: NWST1100, NWSL100, NWSCo100

2100NEWS DA Orderbook Quality Evaluation Grade: Poor, 12.7 (Average for Large-caps: 17.4)

Over the last week, the average market cap was $1,045.0 million, and the average daily volume was $327.0 million.

Conflux Network is a scalable and decentralized blockchain network that aims to have high throughput and fast confirmation. The Conflux Network consensus algorithm operates with a special Directed Acyclic Graph (DAG) structure known as a Tree-Graph. Unlike Ethereum, which only accepts transactions on a single chain into its ledger, Tree-Graph incorporates and processes transactions in all concurrent blocks. CFX is Conflux Network’s native utility token, used for network consensus, ecosystem incentivization, governance, and staking.