Tally shuts down after six years as demand for DAO governance tools declines following regulatory changes and market consolidation.

The post Tally shuts down operations amid reduced demand for DAO tools appeared first on Crypto Briefing.

World launches AgentKit beta, linking World ID with x402 to help AI agents prove a real human stands behind them while preserving privacy.

The post Sam Altman’s World and Coinbase roll out toolkit to distinguish human-backed AI agents from bots appeared first on Crypto Briefing.

Bitcoin's rally faces challenges as geopolitical tensions and central bank decisions shift investor focus to commodities, impacting crypto momentum.

The post Bitcoin’s rally ran into a wall — and oil might be stealing its thunder appeared first on Crypto Briefing.

GSR acquires Autonomous and Architech in a $57M deal to build a unified capital markets platform for tokenized networks.

The post GSR moves to build one stop crypto capital markets platform with $57M acquisition appeared first on Crypto Briefing.

Phantom's CFTC relief could enhance crypto trading efficiency and innovation, potentially influencing regulatory approaches to digital assets.

The post Phantom secures CFTC no-action relief to facilitate trading with registered brokers appeared first on Crypto Briefing.

Bitcoin Magazine

Strategy (MSTR) is About to Have More Bitcoin Than BlackRock’s IBIT

Strategy (MSTR) is closing in on BlackRock’s iShares Bitcoin Trust (IBIT), with the gap in Bitcoin holdings shrinking to a level that could be erased within the next couple of weeks.

Recent data shows IBIT holding roughly 781,000 BTC, while Strategy holds about 761,000 BTC. The difference, now around 40,000 BTC, has tightened as Strategy accelerates its accumulation pace, according to investor Mark Harvey.

The shift reflects diverging models. IBIT holdings rise and fall based on investor inflows and outflows into its spot ETF, while Strategy raises capital through equity and preferred share issuance to fund direct Bitcoin purchases. 

This allows Strategy to acquire Bitcoin independent of ETF demand cycles.

Strategy has added significant volume in recent weeks, including two multibillion-dollar purchases in March that pushed its total higher. Last week, the company bought 2,337 bitcoin for about $1.57 billion.

The company continues to frame its performance around Bitcoin accumulation and “BTC Gain” as a proxy for net income under its Bitcoin-centric strategy. 

Over the first two weeks of March 2026, Strategy acquired 40,332 BTC and posted a 3.0% yield, reinforcing its aggressive treasury approach, according to Michael Saylor. 

Year to date, the firm has accumulated 88,568 BTC with a 3.4% yield, signaling sustained momentum behind its balance sheet transformation.

Bitcoin and Strategy’s strong March

Bitcoin has posted eight consecutive days of gains, a rare streak seen only 15 times since its creation, with past instances delivering a median 30-day return of about 19%, according to Bitcoin Magazine Pro data.

Bitcoin recently climbed from below $66,000 to $76,000 before easing back near $73,800, even as historical patterns show such rallies can precede sharp pullbacks like the 30% drop four years ago. 

Bitcoin’s latest surge comes after the asset bottomed near $63,000 in February during heightened geopolitical tensions linked to the Iran–Israel War. 

Since then, prices have staged a steady recovery as macroeconomic conditions stabilized and investor confidence returned. 

Bitcoin has outperformed other assets like gold and the S&P 500. 

Markets received a boost over the weekend after signs of easing tensions around the Strait of Hormuz, one of the world’s most important oil shipping routes. 

For now, traders are watching whether bitcoin price can maintain support above the $72,000 region. 

A sustained hold above that level could open the door to a push toward $80,000, which previously acted as a key support zone before the early-2026 correction. 

Shares of MSTR are pushing $150 a share today.

This post Strategy (MSTR) is About to Have More Bitcoin Than BlackRock’s IBIT first appeared on Bitcoin Magazine and is written by Micah Zimmerman.

Bitcoin Magazine

Vietnam Begins to Restrict Overseas Crypto Trading, Domestic Licensing Race Accelerates

Vietnam is preparing to restrict access to overseas cryptocurrency platforms as regulators push forward with a plan to launch the country’s first licensed digital asset exchanges, according to a government document reviewed by Reuters.

The Ministry of Finance is drafting rules that would prohibit Vietnamese citizens from trading on foreign exchanges such as Binance, OKX, and Bybit. The move aligns with a five-year pilot program designed to bring crypto trading under domestic supervision while limiting capital outflows.

The policy shift comes as Vietnam ranks among the most active cryptocurrency markets globally. Data from Chainalysis shows Vietnamese users transacted more than $200 billion in digital assets in the 12 months through June 2025, placing the country fourth on its global adoption index. Crypto usage in Vietnam spans remittances, savings, and gaming, reflecting integration into daily financial activity.

Under the proposed framework, only locally licensed platforms would be permitted to operate, requiring users to migrate away from international exchanges. 

Authorities say the approach aims to strengthen oversight, reduce fraud risks, and retain transaction-related revenue within the domestic economy.

A Vietnamese crypto licensing arms race begins 

At least five firms have passed an initial qualification round for exchange licenses, including affiliates of Techcombank, VPBank, and LPBank, along with VIX Securities and Sun Group. 

The licensing regime sets a high bar for entry. Applicants must meet a minimum charter capital requirement of 10 trillion Vietnamese dong, or roughly $400 million, and comply with strict standards covering governance, cybersecurity, and anti-money laundering controls. Foreign ownership is capped at 49%, signaling a preference for domestic control over key market infrastructure.

The effort builds on a legal shift that began in 2025, when Vietnam’s National Assembly recognized crypto assets as property under the Law on Digital Technology Industry. While cryptocurrencies remain non-legal tender, the change established a foundation for regulated market development.

Officials and industry representatives say restricting offshore trading could redirect liquidity toward domestic platforms, though it may limit access to global markets. 

Authorities are also considering a tax framework that could include a levy on crypto transactions conducted through licensed exchanges. Details remain under review as regulators finalize the structure of the pilot program.

The first licensed exchanges could launch as early as March 2026. The outcome of the pilot is expected to shape Vietnam’s long-term approach to digital asset regulation and position the country within the broader Southeast Asian crypto market.

This post Vietnam Begins to Restrict Overseas Crypto Trading, Domestic Licensing Race Accelerates first appeared on Bitcoin Magazine and is written by Micah Zimmerman.

Bitcoin Magazine

Capital B Raises €3 Million to Expand Bitcoin Treasury Holdings

Capital B, also known as The Blockchain Group, announced a €3 million capital raise on Tuesday alongside amendments to existing convertible bonds, as the company moves to accelerate its Bitcoin treasury strategy.

The Paris-listed firm said the financing includes €2 million raised through share subscription warrants subscribed by TOBAM and €1 million from UTXO Management. The transaction is structured through the issuance of 27.39 million warrants, each priced at €0.11 and exercisable into ordinary shares.

According to the company, proceeds from the raise could support the acquisition of approximately 36 additional bitcoin, potentially bringing total holdings to 2,880 BTC. The move aligns with Capital B’s stated objective of increasing bitcoin exposure on a per-share basis over time.

Alongside the capital raise, the company also announced adjustments to the conversion prices of three tranches of convertible bonds subscribed by TOBAM. 

The conversion price for the A-03 tranche was reduced from €6.24 to €3.12 per share, while A-04 was adjusted from €5.174 to €2.59, and A-05 from €3.656 to €1.83.

The revised terms also introduce additional incentives for bondholders. Upon conversion, each bond will now grant a share subscription warrant with a two-year maturity. In addition, conversion conditions tied to share price thresholds have been removed for the A-03 and A-04 tranches, allowing holders to convert at any time.

Europe’s first Bitcoin Treasury Company

Capital B said the changes are intended to enhance flexibility for investors and support the execution of its treasury strategy. Capital B has positioned itself as Europe’s first “Bitcoin Treasury Company,” a model focused on accumulating bitcoin as a core balance sheet asset while growing bitcoin per fully diluted share.

The exercise price of the newly issued warrants will be set at the higher of €1.01 or a metric tied to the company’s bitcoin holdings, referred to as “mNAV 1.1.” This metric reflects a 10% premium to the per-share value of the company’s bitcoin reserves, calculated on a fully diluted basis.

The transaction was carried out under an existing shareholder authorization granted at the company’s June 2025 general meeting, allowing for capital increases without preferential subscription rights for existing shareholders in favor of specific investors.

Capital B operates across multiple business lines, including data intelligence, artificial intelligence, and decentralized technology consulting, but has started to work on bitcoin accumulation as a central component of its corporate strategy.

The announcement reflects a broader trend of companies adopting bitcoin-focused treasury strategies, using capital markets instruments to increase exposure to bitcoin. 

Yesterday, Strategy, led by Michael Saylor, disclosed the purchase of 22,337 additional bitcoin for approximately $1.57 billion. 

The acquisition increased the company’s total holdings to 761,068 BTC, with a combined market value of roughly $50 billion.

Disclaimer: Bitcoin Magazine is owned by Nakamoto Inc. (NASDAQ: NAKA). Nakamoto Inc. also owns UTXO Management.

This post Capital B Raises €3 Million to Expand Bitcoin Treasury Holdings first appeared on Bitcoin Magazine and is written by Micah Zimmerman.

Bitcoin Magazine

Bitcoin Price Surges Above $75,000 as Bullish Momentum Builds 

The bitcoin price climbed above $75,000 on Monday evening extending a sharp rebound that has lifted the asset nearly 25% from its February lows and reignited bullish sentiment across the crypto market.

The world’s largest cryptocurrency broke through the psychological $75,000 level during U.S. trading hours after spending several weeks consolidating in a tight range.

The move marks Bitcoin’s strongest price since early February and reflects improving risk appetite across global markets.

Bitcoin price’s latest surge comes after the asset bottomed near $63,000 in February during heightened geopolitical tensions linked to the Iran–Israel War. Since then, prices have staged a steady recovery as macroeconomic conditions stabilized and investor confidence returned. 

Bitcoin’s price has outperformed other assets like gold and the S&P 500. 

Markets received a boost over the weekend after signs of easing tensions around the Strait of Hormuz, one of the world’s most important oil shipping routes. 

Two commercial tankers reportedly transited the waterway on Sunday for the first time since the conflict began, after Iran indicated its shipping restrictions would apply only to vessels linked to its adversaries.

Strategy buys into the bitcoin price game

At the same time, corporate demand for bitcoin continues to expand. Earlier Monday, Strategy, led by Michael Saylor, disclosed the purchase of 22,337 additional bitcoin for approximately $1.57 billion. 

The acquisition increased the company’s total holdings to 761,068 BTC, with a combined market value of roughly $50 billion.

Institutional interest is also building internationally. Tokyo-listed investment firm Metaplanet recently secured about $255 million from global investors to accelerate its bitcoin treasury strategy, with additional warrants that could raise total funding to more than $530 million for future purchases.

Despite the rally, market participants remain cautious about declaring a full breakout.

Bitcoin price experienced several rebounds of similar magnitude during the 2022 crypto downturn before eventually falling to cycle lows below $16,000 following the collapse of FTX.

For now, traders are watching whether bitcoin price can maintain support above the $75,000 region. A sustained hold above that level could open the door to a push toward $80,000, which previously acted as a key support zone before the early-2026 correction.

Jack Mallers, CEO of Strike, has recently argued that the current market structure favors long-term accumulation, urging investors to “turn on your DCA,” referring to the dollar-cost averaging strategy of buying Bitcoin prices at regular intervals regardless of price.

According to Mallers, bitcoin price is trading near historically important support zones and prolonged consolidation periods often provide some of the best opportunities to steadily accumulate the asset ahead of major market moves.

This post Bitcoin Price Surges Above $75,000 as Bullish Momentum Builds  first appeared on Bitcoin Magazine and is written by Micah Zimmerman.

Bitcoin Magazine

Bitcoin at Key Support Levels — Why Jack Mallers Says Turn On DCA Now

Few people are as close to the center of the Bitcoin industry as Jack Maller. A young, tech-savvy CEO of a major Bitcoin exchange in the United States, partnered with Tether, the most profitable company in recent history, the son of Chicago traders, Jack, is plugged in. In his podcast, BLABLA, he has been ringing the bell over the past few weeks, “It’s time to turn on your DCA”. 

But what does DCA even mean? An acronym for “dollar cost average,” it is an investment strategy ported into Bitcoin that has become the gold standard recommendation to Bitcoin fans across the industry. Turning on your DCA means buying bitcoin on a regular basis, regardless of the price. Why does this work? Well its quite simple actually. If you buy regardless of the price on a weekly basis for example, you will buy as much of the lower prices as you will the higher ones. In fact, bitcoin tends to spend significant portions of time in ‘consolidation’, which is another word for neither going up nor down, but rather going sideways. This is a great opportunity to accumulate sats. 

Every time you buy bitcoin at a price lower than you bought before, you are lowering your ‘dollar cost average’ or rather, the average cost of your total bitcoin in dollar terms. Eventually, because of Bitcoin’s unmatched and inelastic scarcity, combined with its network-like growth, the price tends to go up, and when it goes up, it does so quickly. Most people miss the opportunity to buy at the perfect time, right before a major move up. But Bitcoiners doing DCA will already have an optimal average price, perfectly set up to profit from a large move up. As a result, you can end up with an average purchase price curve that looks something like this, right before a major bull run. 

There are other profound benefits to the Bitcoin DCA strategy. Because it involves small, manageable investments over a long period of time, the amount risked at any single point in the investment journey is relatively small. Investing, for example, 10% of your disposable income a month in Bitcoin would not be a heavy burden, making bear markets not just tolerable but actually turning them into incredible investment opportunities.

Multiple exchanges have also implemented automated Bitcoin DCA features, such as Kraken, Strike, Swan, and Bull Bitcoin, which cover many countries throughout the world. The automated aspect of this strategy can not be overstated. Compared to the high stress, intense cognitive load of a professional trader, automated Bitcoin DCA is a walk in the park, and it yields comparable results!

Books like The Art of Execution cover long-term studies done on professional traders on Wall Street, demonstrating that most lose money, and of those that do earn money, lose for 10 years straight before becoming good enough to make it. The human capital required to become a good trader is not cheap, but Bitcoin DCA is set it and forget it; you can go do something else with your life while your Bitcoin stack grows. 

You can calculate the long-term value of the Bitcoin DCA strategy with a variety of tools online, such as this BM Pro calculator which lets you see what would have happened if you had started buying say $100 of Bitcoin every two weeks, back in 2017. Needless to say, the results are incredible. 

In recent years, Gold has started performing very well with DCA as well, but those calculations are mostly dwarfed by its meteoric rise in 2025. Historically, Gold has much longer cycles than Bitcoin, and can easily stay still for many years after a big move, being the giant that it is. Whereas Bitcoin has a lot more upside overall and its cycles are much shorter, arguably leading to better returns if played right. 

Now Is The Time To Start Your DCA

Why now, you might ask? Isn’t it always good to have your Bitcoin DCA on? Well, there’s a great question, and implicit in Jack Maller’s quote, the answer is no. Technically, you can start your DCA at the top of a bull market and end up with a great average down purchase price by the time the next bull market takes off. But you certainly would be better off not buying the top. 

The following is not investment advice and does not represent the opinion of Bitcoin Magazine or BTC Inc. They are the opinions of the author alone.

The problem, of course, is that no one knows where the top of the market is; if they did, they’d be rich! Their strategy would get discovered, replicated by others, removing its competitive advantage over time. That’s the nature of markets; secret knowledge only works while it is secret. When it becomes public, the rest of the market adapts. 

Since Bitcoin DCA does not attempt to price the top, it avoids the issue entirely. But many people turn off DCA when they feel the market is nearing a top, and tops historically only happen after crossing the previous all-time high price from a previous cycle. So, despite the math, some do turn off their DCA, only to turn it back on when a clear bear market has begun.

So is Bitcoin in a bear market? Sort of. The price is down 50%From the top, but it also dropped very quickly, suggesting a reaction to larger macro events, which in turn means that most of the pain is likely behind us. There’s also a variety of technical price indicators that are flashing green, suggesting we are far closer to the bottom than we are to the top. In other words, it is time to get in. 

Weekly RSI, a momentum indicator, is in oversold territory historically for Bitcoin. You can go back a decade in Bitcoin, and every time the weekly RSI reaches levels this low, it signals a bottom. The Mayer multiple, which compares Bitcoin to the 200-day moving average, is also in the buy zone territory. 

The fear and greed index for Bitcoin and the broader crypto market has been at extreme fear for a while now, and you know what they say. If there’s blood on the streets, it’s time to buy. 

There’s also a historical analysis that looks at percentage-based corrections in Bitcoin from the top of the market to the bottom. These corrections tend to be smaller over time, with the last bear market drawdown going as far down as 77%. We are currently at about 51% correction, if we were to go down 70%, it would mean we are already more than half way down. So closer to the bottom than we are to the top. 

Notice we are already halfway through the Bitcoin halving cycle as well, with the next halving expected in early 2028. The last halving was anticipated with bitcoin making all-time highs near the halving, as the metric has become widely known, for the same reasons, we might see an anticipation of the halving again this cycle. Historically speaking, we are not likely to see a correction deeper than 70% from the top, an extreme scenario that would push Bitcoin to $40,000 temporarily.

Dips of the sort are also less likely given the institutional adoption of Bitcoin, which has massively expanded the liquidity of this market. If we did go that far down, those prepared to buy would find an incredible opportunity, but it would be speculation and a trading mindset to try to catch the absolute bottom, hence why low-risk, consistent DCA is so great. 

Finally, we have the death cross and colden cross combo. Pitting off the 50-day moving average versus the 200-day moving average leads to a fairly predictable dynamic. Markets sell before the 50-day crosses below the 200-day. And they pump before the 50-day crosses above the 200-day. Bitcoin has now crossed above the 50 day moving average, if it can stay there or continue to consolidate around the $70,000 mark, it will be very well positioned for a run up deeper into 2026 as the golden cross occurs, probably signaling the beginning of a new bull market.  

Macro Economic Trends 

AI stonks have been soaking up a lot of liquidity and investment this cycle, with roughly a trillion dollars invested in AI infrastructure in the past handful of years. The market is broadly bullish on AI continuing its disruption path. I don’t think it takes a genius to say that an “AI fear and greed index” would be way over on the greed side right now. It may be that AI has brought us to a new paradigm of only up for AI stocks and tech, but that kind of thinking is usually a sell sign. If there is some sort of event in the next year or two akin to the dot-com crash that leads to a serious AI correction, we may see speculative and investment capital look for other options beyond AI, bringing liquidity back to Bitcoin. Though it is arguably still early to call this. 

Meanwhile, U.S. debt yield, or the interest on the debt of the U.S. Government, has stalled out with signs from the FED that lower rates are coming. Trump nominated Kevin Warsh as the next Chair of the Federal Reserve back in January, and his confirmation — while stuck in the Senate — is likely to go through soon, signaling a looser monetary policy, aligned with Trump’s broader economic strategy, which favours lower interest rates and more money printing, coupled with aggressive growth and deregulation. 

The Fed funds’ effective fund rate is also trending down, signaling cheaper money coming into the market, likely in part due to more money printing by the Fed, since U.S. bonds are not particularly attractive to foreign investors during this time of geopolitical tension. 

Fundamental Analysis

As far as fundamental trends or changes to Bitcoin, the only question that has emerged is in relation to quantum computing and whether it can break Bitcoin’s cryptography. This fear, uncertainty, and doubt (FUD), while new to many investors, is not new to Bitcoin technologists. Broad consensus within the Bitcoin industry remains that quantum computing advancements remain mostly hype and have a long way to go before they become a threat to Bitcoin.

Meanwhile, Bitcoin core developers have been actively discussing long-term solutions to quantum for at least a couple of years now, though as far back as the Satoshi era. Formal improvement proposals have already been drafted, and software is well on its way to reach maturity, should it be needed to deal with a quantum threat. So overall, investors who sold due to quantum FUD might find themselves on the wrong side of the trade. 

The Barrier To Entry Into Bitcoin

So yes, most signs suggest that it is time to turn on your Bitcoin DCA. And the good news is, there are only a couple of things people need to really understand about Bitcoin to benefit from it. Why is its supply limited, and how does it remain limited? And how to protect it long term via good self-custody. These essential skills in Bitcoin are not trivial to acquire; they do demand some study and interest from investors, but they are simple hobbies compared to the knowledge requirements of becoming a professional trader or investor who can survive the volatility and unpredictability of the market.

In terms of understanding Bitcoin’s economics, Bitcoin Magazine has a premium selection of books on the topic, any of which is likely to give you the fundamentals and much more in an eloquent and enjoyable way. And when it comes to self-custody, Bitcoin Magazine also has a fresh review of excellent tools, written by yours truly, for the year 2026.  

This post Bitcoin at Key Support Levels — Why Jack Mallers Says Turn On DCA Now first appeared on Bitcoin Magazine and is written by Juan Galt.

For weeks, Bitcoin (BTC) couldn't convincingly break out of the $70,000 zone, which it kept circling as a real problem area.

BTC repeatedly failed to close above that level from early February through early March, making the zone a meaningful area of resistance in a market shedding confidence.

Glassnode's Mar. 11 report described those failures as a sign of weak buy-side demand and overhead supply. However, the ceiling broke, and Bitcoin managed a weekly close above $70,000 on Mar. 14.

Related Reading

Bitcoin price jumped over $71k – but most of the rally isn’t coming from real buyers

Bitcoin is hovering near $71,000, but the rally may be weaker than it looks. As spot buying fades and derivatives volume dominates, the market is leaning more heavily on leverage than real cash demand.

Mar 15, 2026 · Andjela Radmilac

As of press time, Bitcoin has settled to approximately $74,000, with an intraday high near $75,900.

With the weekly close pillar fulfilled, other key metrics drew attention, such as ETF flows and spot demand.

US spot Bitcoin ETFs absorbed around $763 million from Mar. 9 to 13, according to Farside Investors data, and Glassnode reported that buy-side activity was close to offsetting selling pressure.

These metrics show that Bitcoin has moved from “fragile bounce” territory into “possible stabilization” territory. Yet, the next major options cluster sits almost directly overhead at $75,000.

The gamma magnet above

Glassnode's Mar. 4 report identified the $75,000 strike as the key gamma magnet, hosting about $2.3 billion of negative gamma across expiries, with roughly $1.8 billion tied to the Mar. 27 expiry.

The Mar. 11 update kept $75,000 as the key upside magnet, this time putting the pocket at roughly $2 billion, and said that if price pushes into that region, dealer hedging could accelerate the move toward $80,000.

Amberdata's Mar. 8 derivatives note described $60,000 and $75,000 as the floor and ceiling of the current gamma box, with dealers holding large short gamma positions at both edges.

The note said that if markets trade beyond that box, negative gamma can make things worse from a dealer rebalancing perspective.

Deribit data recently showed that the BTC-27MAR26-75K-C strike holds roughly 8,000 contracts of open interest, making the zone one of the largest clusters into month-end.

The structure creates a two-way volatility trap.

Negative gamma amplifies moves in both directions. Glassnode explicitly states that a push into $75,000 can accelerate upward toward $80,000, while Amberdata frames moves beyond the $60,000/$75,000 box as amplified in whichever direction the break occurs.

The truth is that $75,000 is where the next move can stop being smooth.

If Bitcoin forces a convincing break above the strike and holds there, short-gamma hedging could help drag the price higher. If it gets rejected and loses momentum at the cluster, the same structure can make the pullback nastier than a normal fade.

Why this setup exists

The negative gamma concentration at $75,000 reflects a market that has been range-bound for months.

Dealers sold options to collect premium while Bitcoin chopped between $60,000 and $75,000, and those positions have accumulated at the boundaries.

The Mar. 27 expiry deadline sharpens the setup because about $1.8 billion of the $75,000 negative gamma pocket expires then, potentially leaving the current gamma map to persist into April. That gives the current threshold real urgency.

The backdrop also makes a crowded strike more dangerous. Last week, global equity funds saw $7 billion of outflows, while Brent traded above $100 and the VIX hit 28.15, its highest since November.

Barclays joined Goldman Sachs in pushing back its expected first Fed cut to September, with only one 25-basis-point cut now expected this year amid elevated Middle East-driven inflation risks.

In that environment, a crowded Bitcoin strike can become a volatility transmission point for macro headlines, turning a crypto-native level into a regime-break indicator.

The stabilization versus stress debate

Bitcoin's move back above $70,000 makes the case that it's strong enough to force dealers to chase price through the biggest overhead options cluster on the board.

Glassnode's Mar. 11 note described near-term dealer gamma as neutral, which sounds calming. Neutral dealer gamma still allows violent price action when the asset is sitting just under a $2 billion negative gamma pocket.

Amberdata's base case assumes consolidation, with the market needing to trade “within the box” as realized volatility runs at 77% on a 30-day daily candle basis versus 58% on a monthly candle basis.

That implies a calmer regime, but one with explosive edges.

The Mar. 27 expiry becomes a deadline for the current range to either break or persist. If Bitcoin holds above $75,000 before then, the hedging flows could help accelerate the move. If it stalls and pulls back, the same structure can amplify the rejection.

What decides the outcome

The cleanest bull case assumes a convincing move through $75,000, with Bitcoin holding above the strike long enough to force dealer rehedging.

Glassnode's setup implies that hedging could accelerate the price toward roughly $80,000 in that scenario.

The bear case assumes a hard rejection at $75,000, with Bitcoin slipping back through the low-$70,000s.

In that case, the same short-gamma structure can make the pullback uglier, potentially reopening a move toward the mid-$60,000s and the $60,000 edge of Amberdata's box.

The macro wildcard sits above the chart. A fresh escalation in the Middle East or a hawkish Fed surprise could shove Bitcoin violently through one side of the box.

In that scenario, the options structure amplifies the move, but macro supplies the spark.

The negative gamma test is close enough to feel urgent, and the structure is sharp enough to make the next move violent.

Currently, Bitcoin is consolidating around a resistance-turned-support at $73,750-$74250 after being rejected at $76,000, so neither bull, bear, nor the wildcard scenario has yet been confirmed.

The post Bitcoin breaks into a $2B options trap that can turn this rally violent around $75,000 appeared first on CryptoSlate.

For most of its life, Solana's brand was straightforward: fast infrastructure for whatever crypto wanted to do at volume.

By year four, that mostly meant memecoins, and it stayed that way until year five.

Solana became known for being the infrastructure for high-profile, and sometimes controversial, memecoin launches. A few cases include President Donald Trump-linked TRUMP memecoin and the LIBRA token endorsed by the Argentinian president, Javier Milei.

Blockworks data showed that memecoins accounted for nearly 30% of Solana's average monthly DEX activity in 2025. The reputation of an on-chain casino was accurate.

Although the brand hasn't flipped, something else happened: institutions started building there anyway.

In January 2026, Ondo brought more than 200 tokenized US stocks and ETFs to Solana, backed 1:1 by securities held with US-registered broker-dealers.

Related Reading

Ondo launches blockchain platform to tokenize US stocks for global investors

Ondo GM will provide exposure to Apple, Tesla, SPDR, and more with stablecoin transactions.

Feb 5, 2025 · Oluwapelumi Adejumo

WisdomTree enabled native minting of its tokenized funds on the network, with institutional clients able to purchase, hold, and manage positions on-chain.

Solana's February payments report said Visa, PayPal, and Worldpay are building across treasury management, remittances, payouts, and merchant settlement.

Citi explored tokenizing bills of exchange for trade finance in collaboration with PwC and Solana.

The re-rating case: serious money no longer requires degen activity to disappear first.

The barbell takes shape

What makes this move non-obvious is that Wall Street didn't wait for cultural cleansing.

Traditional finance infrastructure often demands sterile environments before deployment, as banks don't typically move into venues where 70% of monthly trading activity involves tokens named cartoon frogs.

However, Solana's institutional adopters appear to have made a different calculation: they need fast settlement, low fees, and liquid rails more than they need brand distance from speculation.

The tokenized stocks structure reveals that logic. Ondo's implementation runs mint and redeem windows 24/5, with on-chain transferability between those windows.

Registered broker-dealers hold the securities, and the blockchain handles the movement layer. That separation lets institutions use Solana's speed without adopting its culture.

WisdomTree's move carries similar implications. The firm extended its existing tokenized fund infrastructure to include Solana as a venue for minting and management.

Institutional clients can now buy, hold, and manage positions there alongside whatever else lives on the network.

The SEC granted special relief allowing intraday trading in tokenized shares of WisdomTree's money market fund, indicating that regulators are working with these structures.

The payments narrative follows the same pattern.

Related Reading

PayPal expands crypto offerings with Solana, Chainlink support

PayPal's crypto lineup grows to seven with the addition of Solana and Chainlink, reflecting a long-term digital commerce strategy.

Apr 4, 2025 · Assad Jafri

Visa said US banks started settling with it in USDC over Solana, while Worldpay said merchants will be able to settle with USDG on Solana. PayPal positioned PYUSD on Solana to make the stablecoin faster and cheaper for commerce.

Related Reading

$BANK Sale Begins on Solana, Targeting Poker Staking Market

With no KYC and an open public sale, $BANK invites crypto investors to participate in high-stakes poker action on Solana's Metaplex.

Mar 4, 2026 · News Desk

These firms needed to process transactions reliably at scale, with the memecoin narrative becoming irrelevant.

Why the infrastructure play works

The financial argument for Solana turns on distribution.

Ethereum still holds about $15.6 billion in tokenized asset value excluding stablecoins, according to RWA.xyz, compared to Solana's $1.84 billion. BNB Chain sits between them at roughly $2.95 billion.

Jupiter, Solana's primary DEX aggregator, provides a consumer-facing onramp for tokenized products that Ethereum's infrastructure doesn't readily support.

Ondo's tokenized stocks launched via Jupiter integration, allowing retail users to access these securities through the same interface they use for memecoin trading.

That creates distribution power: the same wallets, the same UX, and the same liquidity sources applied to regulated securities.

The payment volume supports the rail thesis more than any single product launch.

Solana processed $650 billion in stablecoin transactions in February 2026, more than doubling its previous record, while stablecoin supply exceeded $15 billion.

Those figures show the network already handles money-like flows at an institutional scale, which makes the “financial rail” framing plausible.

RWA.xyz shows about $1.68 billion of Solana's $1.84 billion tokenized asset value as distributed on-chain, roughly 91.6% in portable form.

Related Reading

Altcoin ETFs face a liquidity squeeze as capital concentrates in Solana and XRP while Sui volume collapses

After Solana and XRP drew tens of millions in day one volume, smaller launches like Sui barely printed.

Feb 20, 2026 · Gino Matos

The 30-day RWA transfer volume surpassed $2 billion. For comparison, the entire tokenized stocks category across all chains is valued at about $1.08 billion. It has a monthly transfer volume of $2.3 billion, with Ondo holding roughly $644 million and about 60% platform market share.

These numbers demonstrate that tokenized assets on the network move at a meaningful scale.

Macro forces behind the bet

Solana's institutional turn sits within a broader recalibration.

McKinsey's base case projects roughly $2 trillion in tokenized assets by 2030, with a range of $1 trillion to $4 trillion. BCG forecasts that tokenized fund AUM alone could exceed $600 billion by 2030.

Citi's 2030 stablecoin outlook raised its issuance forecast to $1.9 trillion base case and $4 trillion bull case, with potential transaction activity reaching $100 trillion to $200 trillion.

Those projections assume blockchains transition from an asset class to a market infrastructure.

Besides, regulatory conditions turned in Solana's favor. On Mar. 5, the FDIC, Federal Reserve, and OCC said eligible tokenized securities should generally receive the same capital treatment as non-tokenized securities, calling the capital rule “technology neutral.”

That removes one barrier to participation in traditional institutions: banks can now hold tokenized securities without incurring punitive capital requirements simply for choosing blockchain settlement.

Yet despite efforts by names such as Nasdaq, rights structures stay uneven.

McKinsey stressed that regulation-heavy infrastructure creates friction in adoption. Payward recently noted that xStocks have surpassed $25 billion in total transaction volume, including more than $4 billion settled on-chain.

As a result, the landscape is one in which investors are trading billions of dollars‘ worth of tokens that don't yet make them shareholders.

Additionally, the tokenized stocks category stay tiny globally, meaning a single compliance shock or operational failure could upend the entire narrative.

What's open now

Despite not resolving the memecoin-versus-institutions tension, Solana turned the tension into a product.

The infrastructure, now treated as a venue for memecoin launches, hosts over 200 of Ondo's tokenized stocks, WisdomTree's regulated funds, and Visa's USDC settlement flows.

The re-rating case assumes institutions care more about throughput, cost, and liquidity than they care about brand adjacency to speculation.

Solana processed $650 billion in stablecoin transactions last month. It handles a 3,000-fold increase in annual RWA trading volume. It attracted Visa, PayPal, Worldpay, WisdomTree, Ondo, and Citi as active participants.

Taken together, those facts support the rail thesis.

The bear case assumes pilots stay pilots. Announcements multiply, but secondary liquidity stays shallow. Institutions prefer Ethereum for serious size, or they build permissioned systems that avoid public blockchains entirely.

Solana's ex-stablecoin RWA stays below $2.5 billion, while memecoin bursts continue to dominate revenue and public perception.

What determines the outcome is whether banks, asset managers, and payment processors treat blockchain infrastructure as technology or as something chosen for brand alignment.

Solana turns six with both identities intact. The memecoin casino still operates at full volume, while Wall Street built its infrastructure on top of it anyway.

The post As Solana turns six years old, the “memecoin chain” is quietly listing 200 plus tokenized stocks for Wall Street appeared first on CryptoSlate.

Michael Saylor’s Strategy bought 22,337 Bitcoin for about $1.57 billion last week, using a funding mix led by its variable-rate perpetual preferred stock, STRC.

The March 16 announcement showed the company paid an average of $70,194 per Bitcoin in the purchase. The buy lifted Strategy’s holdings to 761,068 Bitcoin, valued at about $56.5 billion at prevailing prices, and ranked among the five largest single-week acquisitions in the company’s history.

The financing mix carried the more important signal. Strategy sold 11.9 million STRC shares during the previous week for about $1.18 billion of proceeds, or roughly 75% of the cash used for the purchase. Another $396 million came from the sale of 2.8 million shares of MSTR Class A common stock.

For most of the past years, investors could read the Strategy model mainly through MSTR. The company sold common stock into a market that valued the shares at a premium to the Bitcoin on its balance sheet, then turned that capital into more Bitcoin.

Related Reading

Strategy secures $711M to fuel Bitcoin buying spree amid liquidity challenges

Strategy's robust fundraising highlights investor attraction to yield, but its Bitcoin strategy challenges liquidity.

Mar 21, 2025 · Oluwapelumi Adejumo

STRC expands that model by bringing in a different buyer base, one centered on income-oriented investors seeking yield and principal stability rather than only high-beta Bitcoin exposure. The preferred stock pays an annualized dividend of 11.50%, distributed monthly in cash, and is structured to trade near its $100 par value.

The company has therefore widened the pool of capital it can use for Bitcoin purchases. That shift has been evident in the most recent transactions, where preferred stock provided the majority of the funding.

Notably, the prior week pointed in the same direction. Strategy bought 17,994 Bitcoin for $1.28 billion using a similar mix of preferred and common issuance.

Over the two weeks, the company deployed nearly $2.85 billion, with STRC funding most of it. Thus, this pace has turned STRC from a supporting instrument into a principal financing lever.

STRC becomes a larger part of the machine

The speed of STRC’s growth helps explain why the conversation around Strategy has changed.

On Feb. 1, Strategy reported $3.4 billion of STRC notional outstanding, according to the company’s capital tracker. By March 16, that figure had climbed to about $5.02 billion.

This nearly 50% increase in six weeks gave Strategy a larger preferred base to tap at a time when it was accelerating Bitcoin purchases.

Saylor underlined that momentum in a post on X, saying STRC is now the most liquid preferred stock by trading volume, ahead of offerings from Kohlberg Kravis Roberts & Co. and Boeing.

Notably, Strategy also said its Bitcoin per share increased 3.0% in the first two weeks of March, driven by growing demand for STRC.

Adam Livingston, a Bitcoin analyst, argued that the instrument’s scaling could reshape Strategy’s BTC buying power.

Related Reading

Strategy paradoxically funds 66,231 Bitcoin purchase by giving investors $442M

Critics question the sustainability of Strategy's STRC model as the company continues aggressive Bitcoin acquisition.

Mar 10, 2026 · Oluwapelumi Adejumo

According to him:

“The growth of STRC will be crazy…Strategy could add $40 BILLION of Bitcoin this year. For sure.”

Livingston’s estimate was based on a conservative scenario. He noted that Strategy raised $1.557 billion from STRC over the last two weeks and said that, even if the company maintained that pace for only 20 of the 41 remaining weeks in the year, it would still raise about $16 billion from STRC alone.

His framework then added the possibility of growth in the preferred program, fuller months of STRC issuance, and additional MSTR sales.

Livingston’s estimate is an outside view rather than company guidance, but the recent funding mix helps explain why it has gained traction.

Strategy now sells common stock for momentum-driven capital and preferred stock for yield-seeking capital, then converts both into Bitcoin. A larger preferred channel means the company can fund additional purchases without relying as heavily on common issuance every time it wants to expand the treasury.

The climb toward 1 million Bitcoin

The accelerated funding mechanism places Strategy on a trajectory to reach 1 million Bitcoin by the end of the year.

From Feb. 1 to March 16, the company added 47,566 Bitcoin, averaging about 1,081 Bitcoin per day.

To reach 1 million Bitcoin by Dec. 31, Strategy would need another 238,932 Bitcoin, which works out to about 824 Bitcoin per day for the rest of the year. The required pace sits below what the company has sustained since early February.

Meanwhile, the cost of that target remains large. At a Bitcoin price of about $73,369, buying 238,932 Bitcoin would require about $17.53 billion. At $85,000 per Bitcoin, the figure rises to about $20.31 billion.

Reaching the 1 million threshold would give MicroStrategy control over 4.76% of Bitcoin’s maximum supply of 21 million coins, an increase from its current 3.62% share.

Following the 2024 halving event, miners are expected to produce only about 130,500 new Bitcoins between mid-March and the end of the year.

To meet its target, Strategy would need to absorb 183% of all newly mined coins during this period, requiring significant purchases from the existing secondary market.

Meanwhile, Rachael Lucas, an analyst at BTC Markets, said the current pace also has implications beyond the 1 million mark.

She said that at Strategy’s recent daily acquisition rate, the company could surpass the estimated 1.1 million Bitcoin attributed to Bitcoin’s pseudonymous creator, Satoshi Nakamoto, as early as March 2027.

In the near term, the company’s pace also puts it on a trajectory to overtake BlackRock’s iShares Bitcoin Trust, the largest Bitcoin fund, which held about 571,700 Bitcoin as of press time.

On current momentum, Strategy’s lead over other corporate holders and large fund vehicles would continue to widen.

The case for 1 million Bitcoin, therefore, rests on more than one large weekly purchase. It rests on whether Strategy can keep raising capital at a rate that supports sustained buying into a market with limited incremental supply.

Premium and payout pressures remain central

Meanwhile, the accumulation strategy faces specific structural and financial vulnerabilities. The model relies entirely on the market valuing the Bitcoin-focused firm's equity at a premium compared to the underlying BTC on its balance sheet.

Data from Strategy shows that its mNAV stands at 1.18. That premium supports issuance on terms that remain accretive to Bitcoin on a per-share basis.

A sharp compression of this premium, potentially triggered by a decline in Bitcoin prices, rising interest rates, or shifting investor sentiment, would severely restrict the firm’s ability to continue purchasing at the current scale.

Moreover, the reliance on STRC introduces substantial cash obligations. With a notional outstanding amount of $5.02 billion and an annualized rate of 11.50%, the preferred stock generates a cash dividend requirement of approximately $578 million annually, or $48 million per month.

Notably, Strategy has disclosed a $2.25 billion reserve earmarked for preferred dividends and interest on debt.

Still, Jeff Dorman, chief investment officer at Arca, highlighted the long-term solvency concerns tied to the company’s interest expenses.

Dorman stated that the interest coverage ratio is the ultimate determinant of long-term solvency, noting that the firm generates zero earnings before interest and taxes, leaving it without interest coverage.

He also highlighted the growing annual burden of interest and dividend payments, which currently exceed $1 billion, suggesting the firm will eventually exhaust its options to service these obligations.

Considering this, Dorman outlined several potential long-term outcomes for the company. The first scenario involves continuous Bitcoin price appreciation, allowing Strategy to issue equity perpetually to stay afloat. A second path involves the company halting its dividend payments, a move Dorman views as highly logical and certain to end the current accumulation cycle.

In a third scenario, Strategy could sell a portion of its Bitcoin annually to cover payments. Dorman argued this action would immediately destroy the investment narrative surrounding the stock.

However, a fourth possibility entails the company using its Bitcoin to acquire a cash-flowing business to service the debt, transitioning into a BTC-denominated holding company.

Meanwhile, Dorman also noted the possibility of a default if Bitcoin prices crash to levels where the firm’s assets fall below the value of its debt, estimating this threshold around $20,000 per Bitcoin.

Finally, he suggested Bitcoin could evolve into a productive asset, allowing Strategy to earn yield through lending or selling calls to cover its expenses.

Dorman characterized the current structure as a clever arrangement with significant underlying vulnerabilities. He said:

“As I've always said, there are no covenants in the debt that force MSTR to sell the BTC (forced selling is not a risk)… but voluntary selling to cover interest & dividend payments is a real risk. And if you don't believe he will ever do that, then you have to recognize that he will eventually stop the dividend.”

He observed that four distinct stakeholder groups, including BTC holders, MSTR debt holders, the firm's preferred shareholders, and its common shareholders, currently feel secure in their positions.

However, Dorman concluded that these four groups possess conflicting foundational assumptions.

According to him, while these classes can coexist in the near term, they hold mutually exclusive views on the company’s ultimate financial path, creating a fundamental long-term risk for the corporate structure.

The post Strategy on course to hit 1 million BTC this year — and STRC is the clearest reason why appeared first on CryptoSlate.

Bitcoin’s recovery is evolving into a broader market comeback as spot ETF inflows rebound, buyer activity returns after February’s sell-off, and fresh institutional accumulation helps push BTC back above $75,000.

Bitcoin pushed above $75,000 in Asia trading hours, extending a rebound that's getting harder to dismiss as a simple bounce. Wall Street is putting fresh money into spot ETFs, on-chain data is showing buyers are stepping back in, and Strategy is still buying a lot of Bitcoin.

Even mainstream media outlets described Bitcoin as an “oasis of calm” while war-driven volatility rattled almost every other market, a label crypto doesn't usually get during a geopolitical shock.

That's what makes this spike much more interesting than your average green day. There's more than one engine under the hood that's driving Bitcoin out of its winter slump. The price is higher, that's for sure, and trying to breach critical resistance levels that would cement its position in the mid-$70,000s.

But the rally is also being reinforced by ETF flows, renewed buyer aggression, corporate accumulation, and a macro backdrop that makes BTC look like a significantly better investment than almost everything else.

Up until a week ago, you had an easy argument against every bounce, as most were reflex rallies in an extremely oversold market. But this one is harder to dismiss so easily, because the buying is coming from several directions at once.

Wall Street is buying again

The best proof for this lies in ETFs. Farside data shows that spot Bitcoin ETFs saw $199.4 million in inflows on March 16, marking the sixth consecutive day of inflows after two days of heavy redemptions.

As expected, BlackRock's IBIT was responsible for the majority of the intake, seeing $139.4 million in inflows, while Fidelity's FBTC added $64.5 million. Six consecutive green days aren't a fluke, and they show that money is returning to the biggest, most established institutional wrappers.

However, ETFs don't explain every Bitcoin move, and they're not enough to turn every recovery into a full-blown bull rally. What they can tell you is whether institutional capital is joining the move or standing back, and right now it's eager to get a piece of the action.

March inflows have topped $1.34 billion as of press time, taking a sharp turn from February's aggressive withdrawals. After more than a month of fading demand and very little momentum, this sure is a real reset in sentiment.

CryptoSlate has already been tracking that turn. Our March 1 report asked the question whether the signs of rebound the market saw after the February slump were temporary or tactical. And now, just a couple of weeks later, the answer is pretty constructive: the same ETF complex that spent weeks dragging the price down is now giving some ballast to the recovery.

On-chain data shows us that this is a well-fueled recovery. Data from Qryptoquant showed buyer activity has returned after an aggressive selling period in February. While buying pressure remains significantly lower than the peaks we saw last fall, it's still a meaningful change from last month's seller-heavy market.

Having buyers back means there's potential for a stronger rally on a stronger foundation, because price can bounce off short covering alone.

The numbers we're seeing aren't market-changing on their own, but they represent such a sharp turn from Bitcoin's structure just days ago.

That point lands harder because Bitcoin’s structure looked shakier just days ago. Last week, CryptoSlate noted that derivatives were doing much of the work while spot participation lagged as Bitcoin struggled to remain above $71,000.

But the March 1 setup looks much healthier than that. The leverage is still there and won't be going away anytime soon, but it's now joined by ETF inflows and clear on-chain evidence of renewed accumulation.

Bitcoin is getting help from more than one direction

Then there's Strategy. The company bought 22,337 BTC for about $1.57 billion between March 9 and March 15, for an average of $70,194 per coin. That brought its total holdings above 761,000 BTC. At this point, every Strategy purchase adds real demand to the market, which feeds a familiar public narrative of institutional conviction.

Even people tired of Michael Saylor can read the message: a very large balance-sheet buyer isn't treating this move as an opportunity to de-risk and is actively leaning into it. So, the price is up, ETFs are positive, and the largest and loudest corporate bull is still shopping for more BTC.

Macro is doing part of the work, too. Bloomberg reported that Bitcoin was a pocket of calm amid the Iran conflict, which jolted broader markets. A significant part of the market started treating Bitcoin as a hedge against the Iran risk, helping the rest of the crypto market recover even as stocks struggled.

While we're still a long way away from Bitcoin being a textbook safe haven, this decoupling from stocks shows more investors are willing to treat it as a resilient macro asset.

There's still a significant leverage component here. We most likely wouldn't have seen this big a bounce without a significant amount of short liquidations. That's normal in a fast Bitcoin rally, especially in a market that loves derivatives so much.

But the difference here is that short covering no longer carries the whole rebound, as ETF flows are positive, buyers are getting stronger, and a major corporate accumulator is back accumulating. Put all of this together, and you've got a recovery that seems to have finally found its footing.

The hard part's not over yet, though. Bitcoin is still well below its ATH, and a good stretch in March won't erase the weaknesses that built up over the past three months. But today's step is stronger, broader, and easier to believe than any of the other rebound headlines we've seen this year.

The market no longer has to rely on a single explanation; it now has several, and for once, they're all pulling in the same direction.

The post Bitcoin price jumps as global markets shake, fueled by ETFs and institutional buying appeared first on CryptoSlate.

Bitcoin’s power law enters a 2026 stress test as Giovanni’s new chart shifts the debate from price targets to regime signals

Bitcoin Power Law chart creator Giovanni Santostasi has added a new layer to one of crypto’s most durable valuation models.

The chart shifts attention to Bitcoin's movements away from the trend line, with a field of green and red rays that track Bitcoin’s 10-day local growth rate in log-log space against the long-run power-law curve.

For years, the Bitcoin Power Law was mostly shown as a time-based price corridor, with attention fixed on whether spot traded above, below, or near the trend line. Giovanni’s latest version shifts the focus to motion.

In Giovanni’s framing, each ray is a direct measurement of Bitcoin’s local growth rate in log-log space, with angle and length encoding slope. Green marks periods when the price grows faster than the long-run power law, while red marks slower growth or decline.

With 10-day averaging, the chart reads less like noise and more like a vector field around Bitcoin’s long-run power-law attractor.

CryptoSlate’s earlier coverage treated the power law as a framework that could point to six-figure valuations while also warning that it did not encode broader market forces.

Recently, we sharpened the falsifiability question, noting that a prolonged stall near the high-$60,000s would eventually put the model’s rising floor under direct pressure.

Related Reading

If Bitcoin stays near $67k, it breaks the Power Law floor by mid-December

The Newhedge floor is near $51,128 now but climbs daily toward the mid $60,000s by late October.

Feb 20, 2026 · Gino Matos

In 2026, the live debate is whether the model still helps explain Bitcoin after U.S. spot ETFs, tighter macro linkages, and rising mining difficulty changed the market’s plumbing.

Two current reference points show the tension. A live page from Newhedge places the power-law centerline near $124,477 and the floor near $52,280.

A separate calculator from Bitbo projects a 2026 power-law price of about $142,782. Those levels leave room for both a recovery case and a stress case.

Bitcoin does not need to revisit old highs immediately for bulls to argue the long-run structure still holds. But it also does not need to trade below the floor for critics to say the model has lost day-to-day relevance in an institutional market.

The visual update also helps explain something the older line chart could not show as clearly: the pattern of overshoot and mean reversion across halving eras.

Giovanni says the four halving cycles appear as alternating green and red clusters, with each bull market pulling the price above the attractor and each bear market pulling it back. That creates a cleaner way to describe a recurring structure that looks less like a straight-line forecast and more like a series of regime changes around a long-run path.

The 2026 test extends beyond the line

Bitcoin’s deviations from the power law can now be linked to hard numbers outside the model. ETF flow data, mining difficulty, and downside bank forecasts all point to a 2026 market that can move sharply around the attractor without settling the bigger debate.

Start with ETF flows. Data from flows compiled by Farside show cumulative net inflows into U.S. Bitcoin ETFs of about $56.1 billion as of March 16.

BlackRock’s IBIT accounted for about $63.1 billion of cumulative net inflows, while GBTC still showed roughly $25.9 billion in cumulative net outflows. The recent sequence was uneven.

Total flows came in at +$461.9 million on March 4, then -$227.9 million on March 5 and -$348.9 million on March 6, before turning back to +$167.1 million on March 9, +$246.9 million on March 10, and +$180.4 million on March 13.

Those figures fit the regime view better than the old “near the line” framing. In 2026, Bitcoin can absorb hundreds of millions in ETF demand one day and face meaningful outflows the next.

The new chart gives that back-and-forth a visual language.

Green clusters can now be read not only as speculative heat around a halving cycle, but also as intervals when macro allocators and ETF buyers push price growth above the long-run pace. Red clusters can be read as periods when those flows cool or reverse.

Mining data points in the same direction. In late February, a report said Bitcoin difficulty jumped 15% to 144.4T, the largest percentage increase since 2021, while hashrate recovered to 1 zettahash per second.

That shows that the system’s security bill kept rising even as prices failed to cleanly snap back to the centerline. Capital continues to build the network even when price action looks slower than the long-run fit.

A second chart posted in reply to Giovanni’s update points in a similar direction. D Cane’s chart plots Bitcoin’s estimated production cost, derived from mining difficulty, on a log-log chart, a format often used to compare values that grow over long periods.

A regression line (a statistical best-fit line used to show the overall relationship between variables) runs through the data and yields an R² of 0.9845, a metric indicating how closely the data follow that trend.

It suggests one possible mechanism for why Bitcoin can keep returning toward a long-run scaling relationship; time, mining difficulty, and price may be more linked than daily market narratives imply. But the article should stop there. The regression is a supporting visual, not consensus evidence.

There is also, however, a bearish read on the same data. A February report said Standard Chartered cut its end-2026 Bitcoin target to $100,000 and warned that BTC could slide to $50,000 before recovering. That range sits close enough to the live floor to keep pressure on the model without requiring a total breakdown.

It gives skeptics a clean argument: if a large bank’s downside case nearly overlaps the floor, then the power law in 2026 may be less a destination than a boundary line that the market keeps testing.

A 2026 view of the model comes down to scenarios, not conviction

We no longer need to debate whether Bitcoin can still be fitted to a power law. We should perhaps still question what the model says when outside forces are strong enough to pull the price away from the centerline for months at a time.

Bitcoin could stay above the floor, trade below the centerline for long stretches, and that does not force a final verdict on the model.

Under that setup, the power law persists as a long-run organizing framework, while short-run moves are driven by ETF allocations, macro positioning, and mining economics. Giovanni’s field would show repeated shifts between green and red without a decisive trend break.

That outcome fits the current mix of positive cumulative ETF demand, uneven daily flows, and a network that remains expensive to secure.

A move back toward the centerline, then toward the broader 2026 projection, would mean a recovery toward the $124,477 trend level and potentially toward the $142,782 estimate later in the year.

The mechanism is plain, steadier ETF inflows, less pressure from rates, and a market willing to pay for scarcity again after a slow patch.

In that setup, the new visualization becomes more than chart art. It becomes a way to describe a genuine re-acceleration in local growth rates before price itself catches up to the long-run curve.

If Bitcoin keeps trading weak enough, long enough, the floor becomes the main reference point. A move toward the $50,000 to $70,000 area would not automatically invalidate the model, but it would sharpen the criticism already present in our earlier reporting.

The framework is historical first and causal second. The power law does not include policy, liquidity, or leverage. If those outside variables dominate for long enough, the line will remain on the chart while losing its force in the market.

That leaves Giovanni’s latest version in a stronger place than a simple target chart, but a weaker place than a law in the strict sense.

It gives us a way to describe Bitcoin as a system that oscillates around a durable path. It does not settle what force keeps that path intact. In 2026, that distinction sits at the center of the debate.

Crypto markets now have tools that did not exist when the early power-law charts began to circulate at scale, spot ETFs with daily creation and redemption data, a mining sector operating at industrial intensity, and broader macro traders who can treat Bitcoin as part of a cross-asset book.

The line held through Bitcoin’s retail adolescence. The field now tries to explain Bitcoin’s institutional adulthood.

That is why the chart deserves another look. We don't have a clean answer on where Bitcoin will trade tomorrow, but we have a sharper way to examine the next few months.

If Bitcoin climbs back toward the centerline, the power law will look less like a relic and more like a regime model that adapted to a bigger market.

If price keeps sagging while the floor rises underneath it, the market will get the test CryptoSlate flagged earlier.

The line will still be there. The open question is whether traders still treat it as an attractor.

The post New Bitcoin power law chart turns $124k into the ETF-era battleground appeared first on CryptoSlate.

Vietnam is shifting from one of the world's most active unregulated crypto markets to a strictly controlled domestic ecosystem. According to reports from Reuters, the government in Hanoi is preparing to launch a pilot scheme for locally licensed digital asset exchanges while simultaneously drafting rules to ban citizens from using overseas platforms.

The Race for the First Vietnam Crypto License

Five major domestic entities have passed an initial qualification round to operate the country’s first legal exchanges. This move marks a significant transition for a nation that ranked fourth globally on the Chainalysis Global Crypto Adoption Index.

The qualified applicants include:

• Techcombank (TCB)
• VPBank (VPB)
• LPBank (LPB)
• VIX Securities
• Sun Group

Why Hanoi is Curbing Foreign Trading

The Vietnamese government’s primary concern is uncontrolled capital outflows. While the country has high crypto interest, most transactions currently occur on offshore servers, making it difficult for authorities to monitor wealth movement or collect taxes.

By forcing users onto local platforms, Hanoi aims to:

• Regulate Capital: Ensure trades are settled via local banking rails.
• Tax Revenue: Implement a structured tax framework for digital assets.
• Consumer Protection: Bring high-risk trading under the oversight of the Ministry of Finance.

Market Impact and Local Adoption

Currently, Vietnamese traders move over $200 billion annually in crypto. The new regulations will likely push this liquidity into the hands of major local financial institutions. However, digital assets are still not recognized as legal tender or a formal means of payment in the country.

Summary of New Vietnam Crypto Regulations

Ripple’s native token, $XRP, reclaimed the $1.50 price level. This move comes after weeks of tightening volatility, where the asset was compressed within a massive technical structure. As the broader crypto market shows signs of a renewed bullish cycle, XRP's recent price action suggests that the long-awaited move toward psychological resistance levels may be underway.

XRP Price Prediction: The Road to $2.00

The current technical setup confirms that XRP is targeting the $2.00 milestone. This projection is based on a "measured move" following the breach of a multi-week consolidation pattern. If XRP-USD can maintain its position above the $1.45 support zone, the next liquidity pocket sits between $1.85 and $2.10.

The Symmetrical Triangle

A symmetrical triangle is a chart pattern characterized by two converging trendlines connecting a series of sequential peaks and troughs. In XRP’s case, this pattern represented a period of "equilibrium" where buyers and sellers were in a deadlock. Typically, a breakout from this formation indicates that the prevailing trend—in this case, the bullish momentum from late 2025—is ready to resume with high volume.

The Breakout: How XRP Breached the Triangle

The most critical development in the recent XRP-USD price action is the upward breach from the triangle formation. Since February 2026, XRP has been making lower highs and higher lows, narrowing into an apex near the $1.38 mark.

On March 14, trading volume surged by over 300%, providing the necessary fuel for XRP to pierce the upper descending trendline. This "breach" was not merely a wick but was followed by a daily candle close above the resistance, effectively flipping it into a support floor. Technical analysts often view this specific type of exit from a triangle as a signal that the "accumulation phase" is over and the "markup phase" has begun.

Technical Indicators Supporting the $2 Target

Beyond the triangle breakout, several other indicators point toward a continued rally:

• Moving Averages: XRP is now trading comfortably above its 50-day and 200-day Exponential Moving Averages (EMAs).
• Relative Strength Index (RSI): The RSI is currently at 64, suggesting that while the asset is gaining strength, it is not yet "overbought" (which typically occurs above 70).
• Institutional Inflows: According to data from CoinShares, XRP-specific investment products have seen over $1.3 billion in cumulative inflows this year, providing the structural liquidity needed to sustain a move to $2.00.

Key Support and Resistance

Ethereum (ETH) has bounced back strongly, rising more than 20% over the past eight days. While much of the market focused on Bitcoin’s volatility, Ethereum moved higher in the background. The rally is being driven by growing institutional interest and clearer regulatory support, two factors that are starting to change how major financial players approach the Ethereum network.

Why is Ethereum Price UP?

The recent Ethereum price pump is driven by a convergence of institutional liquidity and regulatory clarity. Specifically, the Federal Reserve's decision to allow tokenized securities as bank collateral and BlackRock’s launch of its iShares Staked Ethereum Trust (ETHB) have provided the necessary fundamental support for ETH to decouple from minor market corrections.

Tokenization and Staked ETFs

To understand why these developments are "game-changers," we must define the two pillars supporting this rally:

• Tokenized Securities: These are traditional assets (like stocks or bonds) represented as digital tokens on a blockchain.
• Staked ETFs: Unlike a standard spot ETF, a staked ETF (like ETHB) actually participates in the network's consensus, earning a "yield" or dividend for its shareholders by securing the network.

1. The Fed’s Green Light: Tokenized Assets as Collateral

On March 6, 2026, the Federal Reserve, alongside the OCC and FDIC, issued a landmark clarification. U.S. banks are now officially permitted to use tokenized securities as collateral for loans.

Why This Matters for Ethereum

Regulators confirmed that as long as the tokenized version confers the same legal rights as the traditional asset, it will receive the same capital treatment. Crucially, the Fed stated this applies regardless of whether the blockchain is permissioned or permissionless (public).

• Liquidity Influx: Trillions of dollars in "off-chain" value (Treasuries, equities) can now migrate to Ethereum.
• Ethereum as the "Settlement Layer": Since Ethereum remains the dominant hub for Real-World Assets (RWAs), this ruling cements $ETH role as the global plumbing for modern finance.

2. BlackRock’s ETHB: The First Dividend-Paying Crypto ETF

On March 12, 2026, BlackRock launched the iShares Staked Ethereum Trust (ticker: ETHB). While the market already had spot ETH ETFs, ETHB is the first from a major issuer to offer staking rewards directly to shareholders.

Key Features of ETHB:

• Yield Generation: The fund stakes between 70% and 95% of its holdings.
• Monthly Distributions: Investors receive monthly cash payouts, similar to a high-yield dividend stock.
• Institutional Infrastructure: BlackRock partnered with Figment and Coinbase Prime to manage the validator sets, bringing "Enterprise-Grade" security to the staking process.

"The ETHB launch transforms Ethereum from a speculative commodity into a productive, yield-bearing asset for the average 401k investor." — Market Insight

Comparison: Spot ETH vs. Staked ETH ETFs

Fundamental Divergence

For months, analysts have noted a divergence: Ethereum's network fundamentals (Total Value Locked, Active Addresses, and Layer 2 scaling) were hitting record highs while the Ethereum price lagged. This 20% pump suggests the "valuation gap" is finally closing.

Markets Rally Ahead of President Trump’s Speech

Global markets are reacting strongly ahead of President Donald Trump’s expected White House speech today, with equities surging and oil prices falling after reports that the United States is allowing some oil tankers to pass through the Strait of Hormuz to stabilize global supply.

The development comes after days of heightened geopolitical tensions involving Iran and the United States. The Strait of Hormuz is one of the world’s most critical energy chokepoints, responsible for transporting roughly 20% of global oil supply.

Reports that tankers are now being allowed to pass through the strait have eased fears of a major disruption to global energy markets. As a result, oil prices dropped sharply, triggering a powerful rally across U.S. stock markets.

$1 Trillion Added to U.S. Stocks

The market reaction has been immediate. U.S. equities surged at the open, with major indexes posting strong gains.

The S&P 500, Nasdaq, Dow Jones, and Russell 2000 all climbed significantly as investors interpreted the tanker news as a signal of possible de-escalation in the Middle East conflict.

Tech stocks led the rally, with major companies such as Nvidia, Meta, Tesla, Apple, and Google all trading higher. In total, the U.S. stock market added hundreds of billions of dollars in market value, approaching the $1 trillion mark during the early session.

The logic behind the rally is straightforward: if oil supply remains stable, inflation pressure may ease, which could reduce economic uncertainty and support risk assets.

Oil Prices Drop After Hormuz News

Energy markets were extremely sensitive to the situation in the Strait of Hormuz over the past week. Any threat to the route can send oil prices soaring due to fears of supply disruptions.

However, the latest reports suggesting the United States is allowing some tankers to pass through the strait have helped calm markets.

Oil prices dropped sharply after the announcement, reinforcing the perception that global supply chains may remain intact despite ongoing geopolitical tensions.

For financial markets, lower oil prices often translate into lower inflation expectations, which tends to support stocks and other risk assets.

All Eyes on President Trump’s Announcement

President Trump is expected to address the situation during a White House press conference later today. Investors are closely watching the speech for signals about the next steps in U.S. policy.

Key questions markets are asking include:

1. Will the U.S. officially confirm that tanker traffic through Hormuz is being stabilized?
2. Will there be a broader international coalition protecting the shipping route?
3. Could the speech signal de-escalation or further military action?

Markets have already partially priced in a positive outcome, meaning the tone of the speech could play a decisive role in determining the next move across global assets.

Could Bitcoin Be the Next Market Mover?

While traditional markets have already reacted, the cryptocurrency market is watching closely.

Bitcoin has recently shown surprising resilience during geopolitical instability. In many cases, major macro developments initially move traditional markets such as oil and equities before spilling over into crypto.

If global risk sentiment continues improving, capital could rotate back into digital assets, potentially supporting Bitcoin and the broader crypto market.

On the other hand, if the speech signals escalation or renewed uncertainty, volatility could return across both traditional and crypto markets.

For now, Bitcoin traders are waiting to see whether the macro rally in equities will translate into momentum for the crypto market as well.

Conclusion

With oil prices dropping and U.S. stocks surging ahead of President Trump’s speech, global markets are positioning for potential stabilization in the Strait of Hormuz situation.

However, the final market reaction will likely depend on the tone and details of the announcement. Investors across equities, commodities, and cryptocurrencies are now waiting to see whether the speech confirms de-escalation — or introduces a new wave of uncertainty.

If risk appetite continues improving, Bitcoin could become the next asset to react.

While U.S. President Donald Trump has actively lobbied for a multinational military coalition to reopen the strategic waterway, Beijing has formally responded with a message of de-escalation. The friction between the world's two largest economies, coupled with a tightening energy supply, has positioned Bitcoin as a focal point for investors seeking a hedge against systemic risk.

China Sidesteps Military Engagement in the Strait

In a direct response to President Trump’s call for China to deploy warships to the Strait of Hormuz, the Chinese Foreign Ministry has signaled a firm preference for diplomacy over military intervention. Foreign Ministry spokesperson Lin Jian stated on Monday that "all parties should immediately cease military operations" to prevent a regional catastrophe that could further cripple global economic growth.

The Strait of Hormuz is a critical chokepoint through which approximately 20% of the world’s oil flows. Trump’s administration argued that since China is a major beneficiary of Middle Eastern oil, it should share the burden of securing the passage. Instead of joining the U.S.-led coalition, China is prioritizing "head-of-state diplomacy," though Trump has threatened to delay his upcoming summit with Xi Jinping if cooperation is not met.

Bitcoin Price Analysis: BTC Price Breaches $73K

Amidst this geopolitical standoff, the Bitcoin price has shown remarkable resilience. After consolidating near $70,000 for much of early March, the premier cryptocurrency surged past $73,000 today, marking an 8% increase over the past week.

Technical Targets and Resistance

Market analysts are now eyeing the $75,000 level as the next immediate target. The breakout above $73,400—a level aligned with the 50-period moving average—suggests that the "Expertise" of the bulls is currently dominating the narrative.

• Immediate Support: $70,000 (Psychological barrier)
• Resistance Zone: $74,500 – $75,200
• Weekly Gain: +8.3%

The rising appetite for $Bitcoin reflects a shift in market sentiment. While the S&P 500 has faced pressure due to soaring oil prices (now exceeding $100 per barrel), BTC is increasingly being viewed as a "digital gold" alternative.

Why China's Stance Matters for Markets

China's refusal to join the military coalition adds a layer of uncertainty to global trade. If the Strait remains blocked and the U.S. continues its unilateral military pressure, energy prices are expected to stay elevated. For the crypto market, this often translates to two scenarios:

• Inflationary Hedge: Persistent high energy costs drive inflation, traditionally a bullish catalyst for BTC.
• Safe Haven Shift: As traditional exchange platforms see increased volatility in equities, capital flows toward decentralized assets.

Bitcoin Prediction: The Road to $75,000

As the "Who, What, and Why" of this crisis unfold, the path to $75,000 for Bitcoin seems clear, provided it can maintain its support above $72,000. Investors are closely watching the upcoming diplomatic meetings, as any further escalation in the Middle East or a breakdown in U.S.-China trade talks could provide the final push needed for BTC to hit new all-time highs.

Democratic lawmakers introduced legislation prohibiting prediction markets that hinge on government action or pre-determined outcomes.

The partnership aims to lay the foundations for the agentic workflows that will become increasingly important to on-chain finance.

The Ripple-linked XRP has leapfrogged BNB in market cap as the crypto payments firm expands its Brazil push.

A new toolkit aims to allow AI agents to prove that a real person stands behind them when interacting online.

Strategy just made its biggest Bitcoin buy of 2026, and Kalshi is running a $1 billion March Madness bracket contest.

Ripple has announced a massive expansion in Brazil, rolling out a unified financial architecture that integrates custody, prime brokerage, and stablecoin settlements for the nation’s regulated institutions.

Shiba Inu (SHIB) faces a 6% correction after its recent surge. We analyze key support levels and market sentiment to determine if the 43% upside potential remains "on the menu" still.

Binance metric suggests Ethereum liquidity shift might be underway.

Is Mastercard taking over the stablecoin market? With the $1.8 billion BVNK buyout, the payments giant targets cross-border dominance alongside Ripple, PayPal and Binance.

Dogecoin rose for five days at a stretch before slightly retreating.

TLDR

• A group of U.S. regional banks is building the Cari Network on ZKsync to tokenize customer deposits.
• The platform will allow banks to transfer tokenized deposits instantly between approved institutions.
• Participating banks will keep tokenized deposits on their balance sheets under existing regulations.
• The deposits will remain subject to FDIC insurance and standard banking oversight.
• Matter Labs is developing the private Prividium blockchain to power the network.

A coalition of U.S. regional banks has unveiled the Cari Network, a tokenized deposit platform built on ZKsync. The project aims to modernize digital payments while keeping deposits inside the regulated banking system. The banks plan to test the network through 2026 before a broader rollout.

Regional Banks Advance Tokenized Deposits Strategy

Huntington Bancshares, First Horizon, M&T Bank, KeyCorp, and Old National Bancorp are developing the Cari Network. The platform will allow banks to convert customer deposits into digital tokens. These tokens will move instantly between participating institutions.

The tokens will continue to represent standard bank deposits. Therefore, banks will keep the funds on their balance sheets. The deposits will remain subject to existing regulations and FDIC insurance coverage.

Cari stated that this structure separates its model from stablecoins. Stablecoins often operate outside traditional banking frameworks. In contrast, Cari’s tokens will function entirely within regulated institutions.

The Mid-Size Bank Coalition of America has backed the initiative. The coalition confirmed its support in a recent blog post. It said regional banks want faster payment systems without losing deposits to digital alternatives.

Cari CEO Gene Ludwig addressed the initiative in a statement. He said, “Banks should be leading the next phase of digital money, not reacting to it.” He added that regulated institutions can modernize payments while preserving trust.

ZKsync Infrastructure Powers Private Blockchain Network

Matter Labs, the primary developer behind ZKsync, is building the underlying infrastructure. The network will operate on “Prividium,” a private and permissioned blockchain. Only approved participants, including banks, will gain access.

Prividium will enable fast transactions while maintaining privacy controls. At the same time, regulators will retain the ability to audit activity when required. Matter Labs designed the system to meet compliance standards.

Alex Gluchowski, CEO of Matter Labs, explained the approach in a blog post. He said banks can issue and transfer deposits on blockchain infrastructure. He stated that Prividium preserves privacy, compliance, and institutional control.

The Cari Network will test how banks create and transfer tokenized deposits. It will also examine how users convert tokens back into regular U.S. dollars. The participating banks expect to complete broader deployment in 2026.

Banks involved in the project aim to provide round-the-clock settlement. They also seek to match the speed of crypto-native payment systems. However, they will maintain oversight within established regulatory frameworks.

The announcement marks a coordinated effort among regional lenders. The banks will continue testing operational processes over the coming months. The broader rollout of the Cari Network remains scheduled for 2026.

The post Regional Lenders Launch Tokenized Deposits on ZKsync appeared first on Blockonomi.

Key Takeaways

• Circle (CRCL) stock climbs 2.83% following USDC’s launch on Injective
• Native issuance eliminates reliance on vulnerable bridged token solutions
• Cross-Chain Transfer Protocol facilitates frictionless multi-blockchain movement
• Injective’s infrastructure delivers rapid finality and minimal transaction costs
• Integration advances compliant stablecoin adoption in decentralized finance

Shares of Circle Internet Group (CRCL) increased 2.83% to reach $129.39, signaling market enthusiasm for expanded blockchain infrastructure. The stablecoin issuer is deploying USDC across the Injective blockchain platform. This strategic expansion targets improved crosschain connectivity and decentralized financial infrastructure.

Circle Internet Group, CRCL

Through USDC deployment, CRCL delivers a fully compliant stablecoin option for trading activities, yield generation, and treasury operations. Injective’s incorporation benefits institutional participants and application builders requiring reliable dollar-backed digital assets. Additionally, the platform facilitates efficient onchain settlement spanning diverse blockchain environments.

Circle’s initiative improves cross-platform financial compatibility, allowing participants to move USDC without synthetic wrapped alternatives. The Cross-Chain Transfer Protocol (CCTP) destroys tokens on the origin chain while simultaneously creating them on the destination network. This architecture minimizes bridge vulnerability exposure and enhances capital deployment efficiency.

Native USDC Deployment: Foundation for Digital Asset Markets

Injective’s native USDC implementation functions as reliable collateral throughout spot and derivatives trading venues. The stablecoin provides continuous liquidity access for credit markets, yield products, and exchange platforms. It enables automated trading execution and dynamic portfolio management.

The digital dollar facilitates frictionless incorporation into Injective-based applications, supporting rapid settlement cycles and consistent capital movement patterns. Qualified participants access institutional-grade onboarding and redemption services through Circle Mint infrastructure. Market participants obtain a secure, reserve-backed instrument for blockchain-based financial operations.

Native token issuance on Injective removes dependency on external bridge infrastructure and intermediary protocols. Application developers can construct advanced decentralized finance solutions directly within the protocol architecture. This approach increases operational transparency and diminishes complexity throughout decentralized marketplace ecosystems.

Cross-Chain Transfer Protocol: Enhancing Multi-Blockchain Liquidity

CCTP technology allows USDC to transfer directly between Injective and compatible blockchain networks. Market participants can deposit funds, execute trades, and oversee liquidity positions without synthetic token alternatives. This capability reinforces crosschain coordination and elevates aggregate market performance.

The mechanism supports native USDC creation on Injective, simplifying capital distribution across diverse blockchain environments. Through connections with Ethereum, Solana, and Cosmos ecosystems, the infrastructure enhances compatibility for builders and market makers. Liquidity dispersion decreases while capital utilization improves substantially.

Injective’s technical foundation delivers sub-second transaction finality combined with minimal fee structures, accelerating crosschain asset movement while reducing costs. Developers access MultiVM capabilities supporting both EVM and WASM smart contract frameworks. Blockchain applications can expand capacity while preserving speed and dependability.

USDC maintains worldwide expansion momentum, with outstanding tokens nearing the $80 billion threshold. The stablecoin currently represents 64% of volume-adjusted transfer activity, exceeding Tether in transaction metrics. Its integration with Injective may accelerate utilization throughout decentralized exchange and financial protocol environments.

This deployment establishes CRCL as a leader in regulated stablecoin implementation across Layer 1 blockchain platforms. Injective participants obtain protected, efficient, and compatible USDC access. This advancement should strengthen the network’s trading infrastructure and capital market functionality.

The post Circle (CRCL) Stock Surges as USDC Launches on Injective Network appeared first on Blockonomi.

Quick Summary

• Major investment firms including Invesco and Norges Bank are increasing positions in Micron, Vertiv, Jabil, and GE Vernova
• Micron delivered fiscal Q1 2026 revenue of $13.64 billion, surpassing forecasts, with high-bandwidth memory fully booked through year-end
• Vertiv achieved 252% organic order growth in Q4 2025 and maintains approximately $15 billion in backlog
• Jabil exceeded earnings expectations at $2.85 per share versus $2.70 consensus, posting 18.7% revenue growth year-over-year
• GE Vernova’s backlog expands in power generation and grid infrastructure as AI centers increase electricity consumption

Major institutional asset managers are systematically increasing their exposure to four companies positioned at the center of artificial intelligence infrastructure expansion. The accumulation reflects data-driven conviction rather than momentum chasing, supported by quarterly results and elevated price targets from Wall Street analysts.

Micron Technology

Micron represents a textbook case of institutional capital flowing toward validated fundamentals. Invesco expanded its holdings by 8%, while BOKF boosted its stake beyond 20%. Institutional ownership now stands at approximately 80.8%.

Micron Technology, Inc., MU

The financial results justify the positioning. Micron delivered fiscal Q1 2026 revenue reaching $13.64 billion with adjusted EPS of $4.78, exceeding analyst consensus on both metrics. Management also provided robust guidance for upcoming quarters.

The company has confirmed that its entire high-bandwidth memory production capacity is reserved through the end of 2026. UBS analysts established a $475 price target, while Wedbush projects shares could reach $500.

Vertiv Holdings

Vertiv specializes in thermal management and power distribution systems designed for data center operations. Nearly 89.9% of shares are held institutionally, with notable positions from Norges Bank, Invesco, and Schroder.

Vertiv Holdings Co, VRT

The firm disclosed 252% organic order growth during Q4 2025 and currently maintains a backlog valued near $15 billion. These metrics underscore sustained demand for the critical infrastructure supporting AI computing facilities.

Following the quarterly report, multiple analysts elevated their price targets, recognizing Vertiv’s strategic positioning as essential supplier to hyperscale AI deployments.

Jabil

Jabil provides manufacturing services and systems integration for technology companies with AI product lines. Schroder more than doubled its stake with a 108.9% increase, while the Employees Retirement System of Texas expanded holdings by 883.5%. Institutional ownership reaches 93.4%.

The company reported quarterly earnings of $2.85 per share, topping the $2.70 Wall Street estimate. Top-line revenue climbed 18.7% year-over-year to $8.31 billion.

Jabil issued fiscal 2026 EPS guidance of $11.55. Institutional buyers appear attracted to its AI ecosystem exposure combined with more reasonable valuation multiples compared to chip manufacturers.

GE Vernova

GE Vernova produces gas turbines, transmission equipment, and electrical infrastructure components. Capital International lifted its position by 25.4%, joined by increased allocations from Winton Group and BOKF.

The company surpassed both earnings and revenue projections in its latest quarterly report. Executives emphasized expanding backlog related to power generation and grid infrastructure, partially driven by energy requirements from AI computing facilities.

Barron’s recently covered multiple analyst upgrades and improved 2026 EBITDA projections for GE Vernova.

Bottom Line

These four companies occupy distinct but complementary positions within AI infrastructure expansion — spanning memory chips, power management, contract manufacturing, and electrical generation. The coordinated institutional accumulation across all four names indicates sophisticated investors are constructing diversified exposure to the AI infrastructure cycle rather than concentrating risk in a single segment.

The post 4 AI Infrastructure Stocks Attracting Heavy Institutional Investment in 2026 appeared first on Blockonomi.

TLDR

• Injective will support native issuance of USDC through an integration with Circle’s Cross-Chain Transfer Protocol.
• The integration will allow users to transfer USDC across supported blockchains without wrapped tokens.
• CCTP will burn USDC on the source chain and mint the same amount on the destination chain.
• Native USDC will replace bridged versions currently circulating on Injective.
• USDC supply is nearing $80 billion, reflecting a 42% year over year increase.

Injective plans to support native issuance of USD Coin and integrate Circle’s Cross-Chain Transfer Protocol. The move will allow direct USDC issuance on Injective without bridged tokens. It will also enable cross-chain transfers through a burn-and-mint mechanism.

Injective and USDC Integration Details

Injective confirmed it will support native USDC issuance through an integration with Circle’s Cross-Chain Transfer Protocol. The protocol allows USDC to move directly between supported blockchains without wrapped assets. Injective stated that the integration will remove reliance on third-party bridges and external custodians.

Circle developed the Cross-Chain Transfer Protocol to support direct transfers across networks. CCTP burns USDC on the source chain and mints the same amount on the destination chain. This design aims to reduce risks linked to traditional bridge models.

Injective operates as a Layer 1 blockchain focused on trading and financial applications. The network supports decentralized spot markets, derivatives, and tokenized asset products. Stablecoins serve as base assets in these markets and act as collateral for trading positions.

The native issuance will replace the bridged versions of USDC currently used on the network. Users will transfer USDC between Injective and other supported chains through CCTP. The process will rely on Circle’s infrastructure rather than third-party bridge providers.

Injective did not disclose a specific launch date for the integration. However, the company confirmed that development efforts are underway. Circle has expanded CCTP support across multiple blockchain networks in recent months.

USDC Market Position and Stablecoin Data

USDC’s circulating supply is nearing $80 billion, according to recent market data. The figure reflects a 42% increase from roughly $55 billion one year ago. The total stablecoin market currently stands at around $300 billion.

Mizuho reported that USDC accounted for about 64% of adjusted stablecoin transfer volume year-to-date. The firm stated that USDC overtook Tether’s USDT in that metric after years of trailing. Analysts defined adjusted volume as transfers reflecting economic activity rather than high-frequency trading flows.

The report described adjusted volume as payments to suppliers and transfers between exchanges and DeFi protocols. It also included user transactions on prediction markets and other platforms. Mizuho released the findings last week in a research note.

Despite the shift in adjusted transfer volume, USDT remains the largest stablecoin by market value. USDT’s market capitalization stands at approximately $184 billion. USDC continues to expand its presence across blockchain networks as supply approaches $80 billion.

The post Injective Integrates USDC and Cross-Chain Transfers via CCTP appeared first on Blockonomi.

Key Highlights

• ConocoPhillips reached a 52-week peak at $122.68, climbing 1.67% during the session
• The stock has surged 30.61% since the start of the year, with 26.28% gains over 12 months
• Goldman Sachs included COP in its prestigious US Director’s Cut conviction portfolio
• The energy giant is considering divesting Permian Basin properties worth approximately $2 billion
• Roth/MKM shifted its stance from Buy to Neutral with a $112 price objective

On March 17, 2026, ConocoPhillips achieved a fresh 52-week peak at $122.68 during intraday trading, ultimately closing at $122.72 — positioning the stock at the upper boundary of its trading range.

ConocoPhillips, COP

The energy company’s shares have climbed 30.61% since the beginning of the year, while delivering a robust 26.28% total return across the trailing twelve-month period. This performance stands out as impressive for a major energy player under current market conditions.

Based on InvestingPro analysis, COP trades below its calculated Fair Value benchmark, earning the stock a spot on the platform’s Most Undervalued securities roster.

In a notable vote of confidence, Goldman Sachs recently incorporated ConocoPhillips into its US Director’s Cut conviction portfolio during its monthly rebalancing process. This inclusion represents a significant vote of confidence from one of the financial industry’s most influential institutions.

However, sentiment isn’t uniformly positive across Wall Street. Roth/MKM recently revised its rating from Buy to Neutral, expressing apprehension about potential headwinds from oil price fluctuations in the near term. The firm established a $112.00 price objective — representing approximately 9% downside from current trading levels.

Roth/MKM’s caution stems from expectations that crude oil prices might be approaching a temporary ceiling, influenced in part by OPEC+ plans to increase production capacity.

$2 Billion Permian Divestiture Under Consideration

ConocoPhillips is actively exploring options to divest certain Permian Basin assets in a transaction potentially valued near $2 billion.

This strategic initiative aligns with the company’s broader objective to optimize its asset portfolio. No formal transaction has been confirmed to date.

Concurrently, senior vice president Andrew D. Lundquist offloaded 34,500 COP shares on March 13 at a price of $119.68 each, generating proceeds exceeding $4.1 million.

During the same trading session, Lundquist exercised stock options to acquire 34,500 shares at $49.755 per share, representing a total investment of approximately $1.72 million. Following these combined transactions, his direct ownership stands at 17,469 shares.

Crude Prices Offering Support

Crude oil prices have experienced upward momentum in recent trading sessions, fueled by intensifying geopolitical tensions across the Middle East. This dynamic has provided broad support to energy sector equities, with COP benefiting from the trend.

Both Brent crude futures and U.S. WTI benchmarks have advanced to significant price levels, creating an advantageous pricing environment for energy producers.

In related developments, Syria is moving forward with plans to grant oil and gas exploration licenses to major international energy companies, potentially creating fresh opportunities across the region.

With the stock trading at the upper limit of its 52-week range and InvestingPro data suggesting undervaluation, certain market observers believe additional upside potential remains.

COP concluded trading at $122.72 on March 17, 2026.

The post ConocoPhillips (COP) Stock Reaches New Heights as Executives Sell Shares appeared first on Blockonomi.

The cryptocurrency market has posted an evident upswing over the past several days, with Cardano’s ADA following the green wave.

Its price surged 8% on a weekly basis, while some analysts believe a more substantial pump may be in the making.

The Necessary Condition

According to the popular market observer Ali Martinez, ADA “is setting up for a bullish breakout.” He argued that the prolonged sideways movement is nearing an end, outlining $0.304 as the upper boundary of this channel.

Martinez predicted that a breakout above this level could open the door to an increase to $0.338 and even $0.376. As of press time, Cardano’s native token trades at around $0.28 and is quite close to the depicted mark.

X user ZAYK Charts also presented an optimistic forecast. The analyst claimed that ADA has broken out of a falling wedge pattern on the daily timeframe, suggesting this could be a precursor to a “massive bullish wave” above $0.50.

For their part, Celal Kucuker expects the cryptocurrency to experience heightened volatility and eventually skyrocket to a new all-time high of $5.67 sometime next year.

Meanwhile, ADA remains oversold on a weekly scale with its Relative Strength Index (RSI) hovering around 30. Such ratios are considered bullish and indicate that a rally could be on the horizon. On the contrary, readings above 70 signal overbought conditions and hint that a correction might be imminent.

Dead Cat Bounce?

Other on-chain indicators, though, suggest that ADA could head south in the short term. Over the past few days, exchange inflows have exceeded outflows, meaning that some investors have abandoned self-custody and transferred their holdings to centralized platforms. This is typically seen as a pre-sale step.

The recent whale behavior should also be taken into consideration. Earlier this month, large investors sold or redistributed 130 million ADA over a seven-day period, bringing their total holdings down to roughly 13.5 billion coins. A similar pattern was observed at the beginning of March, when whales moved about 230 million tokens.

When this cohort of investors unloads a substantial amount of ADA, it increases the available supply on the market, which can put downward pressure on the price. Big players often move before the crowd, so their selling spree can signal that they expect weaker conditions ahead. This kind of activity could scare smaller investors and might trigger panic selling on their part.

The post Cardano (ADA) Poised for a 30% Rally, But Only if One Condition is Met appeared first on CryptoPotato.

Central banks in the US, UK, and the European Union are getting ready to announce their interest rate decisions, with markets expecting that there won’t be any changes across the board.

The policy paralysis has led an analyst to suggest that it could make Bitcoin (BTC) more appealing as a neutral store of value, as shown by its recent strength against the euro and US dollar.

Central Banks Could Hold Steady As Inflation Risks Rise

The cluster of rate decisions, scheduled between March 18 and March 21, has put global markets on edge, with Lacie Zhang, a research analyst at Bitget Wallet, telling CryptoPotato that policymakers in the US, UK, and eurozone are likely to keep rates the same, given the recent surge in oil prices caused by the ongoing conflict in the Middle East.

According to her, this environment is already affecting crypto markets.

“With the BoE expected to hold at 3.75% and the ECB at 2%, both central banks are likely to maintain a cautious stance rather than pursue aggressive hikes or cuts,” she said.

The analyst added that this uncertainty has “supported BTC/EUR, with Bitcoin holding strong above €65,000,” which pointed to more institutions treating crypto as a way to protect themselves against fiat instability.

That expectation matches recent reporting from Reuters that the Bank of England is likely to keep its benchmark rate at 3.75% because inflation risks are rising due to higher energy prices caused by the conflict in the Middle East. Per the report, economists are estimating that by the end of 2026, UK inflation will reach 3% to 4%, therefore complicating any rate cuts in the near future.

Europe is also showing similar caution, with a Bloomberg poll done between March 6 and March 11 finding that most economists think the European Central Bank will keep rates the same for an extended period, even though inflation risks are rising.

Expectations are similar in the US, as data shared by journalist Sonali Basak on March 16 showed only one rate cut is priced in for 2026 ahead of this week’s Federal Reserve meeting.

Bitcoin Shows Resilience

The price action of Bitcoin reflects the prevailing macro backdrop. At the time of writing, the asset showed a 5% jump from a week ago to trade at about $74,000, per data from CoinGecko. It briefly hit $76,000 in early trading hours on Coinbase, which was its highest level since early February.

Meanwhile, on-chain data suggested a change in sentiment, with crypto analyst Darkfost saying that buyer activity has started to pick up again after a lot of selling in February, as trading volumes on major exchanges also went back up.

Ultimately, Zhang believes that BTC’s performance during this period supports its positioning as a hedge.

“This ‘higher-for-longer’ stance may temper short-term risk-on sentiment, but it continues to support Bitcoin’s positioning as a non-sovereign store of value,” she explained.

The post Bitcoin Could Win Big as Central Banks Prepare to Hold Rates appeared first on CryptoPotato.

XRP is showing a modest recovery attempt, but the bigger picture still looks cautious on both the USDT and BTC pairs. The price has bounced from recent lows, and short-term momentum has improved, yet XRP is still trading below major moving averages and within broader bearish structures. That means buyers are improving the short-term picture, but they have not fully changed the trend yet.

Ripple Price Analysis: The USDT Pair

On the XRP/USDT chart, the cross-border token has pushed up toward the $1.50 psychological level after spending several sessions consolidating above the $1.10 to $1.20 support zone. This bounce is constructive, especially with RSI pushing higher, but XRP still sits below the descending trendline, 100-day and 200-day moving averages, and the heavy $1.75 to $1.80 resistance area. That zone remains the first major test for buyers.

If the asset can reclaim that region, the next upside target would be the broader $2.40 to $2.50 supply zone. But the price must also break above the 200-day moving average, located around $2.10, before reaching this zone. Until then, the current move looks more like a relief bounce inside a larger downtrend than a confirmed reversal. But as long as the price holds above the $1.10 to $1.20 base, buyers still have a platform to build on.

The BTC Pair

Against Bitcoin, XRP is also trying to stabilize after holding the key 2,000 sats support area. The pair has bounced back above 2,000 sats and is now attempting to regain some short-term momentum, but it remains below both the 100-day and 200-day moving averages, which continue to cap the structure from above.

The first important resistance on the XRP/BTC chart sits around 2,200 sats, where the two major moving averages are located. The next key horizontal level will be the 2,400 to 2,500 sats area. A clean move above those levels would improve the outlook and suggest that relative weakness versus Bitcoin is starting to fade. If the pair gets rejected again, though, the 2,000 sats zone remains the key support to watch, with a break below it reopening the path toward the lower boundary of the channel around 1,700 sats.

The post Ripple Price Prediction: What’s Next for XRP After Reclaiming Key Resistance? appeared first on CryptoPotato.

There’s a specific type of crypto participant who doesn’t chase price charts. They look for infrastructure. They look for systems that generate Bitcoin — not promises of Bitcoin, not tokens that might convert to Bitcoin someday — but actual BTC, flowing from real network activity.

That participant is exactly who Bitcoin Everlight was built for.

And right now, during an open presale window, those participants are beginning to activate shards.

The question worth asking isn’t whether Bitcoin validation infrastructure is interesting. It clearly is. The question is whether this particular platform has built something worth getting into early — and what “early” actually looks like in practice.

A Network That Pays You in the Only Coin That Matters

Strip away the terminology for a moment and Bitcoin Everlight is doing something genuinely simple: it runs a distributed Transaction Validation Node network, and it shares the fees that network generates with the people who participate in it.

Those fees are paid in BTC.

Not in a governance token. Not in a project-native coin whose value depends entirely on whether the project succeeds. In Bitcoin — the asset that has been the benchmark for the entire crypto industry for over a decade.

The platform introduced Everlight Shards as its participation layer: a simplified activation model sitting on top of the validation node framework. Everlight users don’t need a technical background or a rack of mining equipment. They acquire BTCL tokens, hit a tier threshold, and the shard activates — pulling them into the network automatically.

The project completed dual smart contract audits through Spywolf and Solidproof, alongside dual KYC verifications through Spywolf and Vital Block — all completed before the presale opened.

From First Token to First Reward — The Actual Process

The path from zero to active shard is four steps long, and none of them require anything technical.

You acquire BTCL tokens. The presale is live right now at $0.0008 per token, with entry points beginning at $50 — meaning the barrier to getting a position in this network is quite low.

Once your holdings reach a tier threshold, your shard activates automatically based on the USD value committed at the time of purchase. There’s no manual trigger, no application, no waiting for approval.

From that point, your activated shard participates in validation through the distributed infrastructure — passively, continuously, without any ongoing management on your end.

Rewards begin flowing immediately upon activation. During the presale phase, those rewards are paid in BTCL at a fixed rate tied to your tier. After mainnet launches, the model transitions to performance-based BTC distribution — meaning what you earn scales with how much real transaction activity moves through the network.

How the Shard Tiers Are Structured

The shard tier structure is built around three activation levels, each one carrying a different reward rate and a different level of network participation:

Azure Shard activates at $500 and earns up to 12% APY in BTCL during the presale phase, transitioning to BTC earnings at mainnet.

Violet Shard activates at $1,500 and earns up to 20% APY during presale — the mid-tier entry point for participants looking to deepen their position in the network.

Radiant Shard activates at $3,000 with up to 28% APY during presale, representing the highest participation tier currently available.

Users who hold tokens below any threshold aren’t locked out — they hold a dormant shard position that activates the moment their balance crosses the next tier. The system is designed to reward genuine alignment with the network instead of short-term speculation.

The Thing Most Crypto Reward Systems Get Wrong

The vast majority of passive reward models in crypto share one structural flaw: the reward is the same token you already own. Your earnings are denominated in the project’s own asset, which means their real-world value is completely circular — it depends on whether other people keep buying the same thing you bought.

Bitcoin Everlight breaks that loop. Post-mainnet rewards come from BTC-denominated transaction routing fees generated by actual network usage. Participation isn’t rewarded with inflation. It’s rewarded with a share of real economic activity, paid in an asset that doesn’t depend on the platform’s own price performance to have value.

That’s the structural difference. And for participants thinking beyond the presale phase — thinking about what they’re holding a year from now — it’s the part worth paying attention to.

Six Days. Phase 1 Pricing. Then It Changes.

Bitcoin Everlight’s Phase 1 presale has 472,500,000 tokens remaining at $0.0008 per token. The window is approximately six days from today.

When Phase 1 closes, the pricing available right now closes with it. Shards activated during this phase lock in at the earliest available entry point — and the BTCL rewards begin accumulating from the moment of activation, not from some future launch date.

As Bitcoin Everlight continues expanding its validation infrastructure, early participants are beginning to explore what the shard activation model means for their own BTC exposure strategy.

Users interested in understanding how Everlight Shards work — and what the activation process looks like — can explore the platform directly here.

Disclaimer: The above article is sponsored content; it’s written by a third party. CryptoPotato doesn’t endorse or assume responsibility for the content, advertising, products, quality, accuracy, or other materials on this page. Nothing in it should be construed as financial advice. Readers are strongly advised to verify the information independently and carefully before engaging with any company or project mentioned and to do their own research. Investing in cryptocurrencies carries a risk of capital loss, and readers are also advised to consult a professional before making any decisions that may or may not be based on the above-sponsored content.

Readers are also advised to read CryptoPotato’s full disclaimer.

The post What If Bitcoin Everlight Shards Unlock Your BTC Earnings Today? appeared first on CryptoPotato.

[PRESS RELEASE – George Town, British Virgin Islands, March 17th, 2026]

Aster, a privacy-focused trading ecosystem backed by YZi Labs, today announced the official launch of Aster Chain Mainnet. This purpose-built Layer 1 blockchain is designed to dismantle the “transparency trap” of modern DeFi, offering institutional-grade privacy and CEX-level performance to professional and retail traders worldwide.

Ending the Era of Onchain Position Hunting

Transparency is a defining characteristic of decentralized finance, supported by public ledgers, verifiable transactions, and open protocols. However, transparency between protocols and users differs from transparency among market participants. When trading activity, including order placement, position size, and liquidation levels, is fully visible on-chain, such information may be observed and used by other participants in the market.

Position hunting – where traders identify a large position, see its liquidation price, and coordinate to trigger a forced liquidation – has cost traders millions of dollars on fully transparent platforms. Infamously, in March 2025, a trader opened a $375 million BTC 40x short on a fully transparent platform. Traders quickly began openly coordinating on Twitter to pool funds and hunt the position.

Aster’s default privacy removes that attack surface entirely.

The Aster Thesis: Privacy is a Fundamental Right

Unlike existing solutions that treat privacy as an opt-in feature or a third-party wrapper, Aster Chain embeds encryption directly into the execution layer. On Aster, privacy is the default, not a privilege.

The Aster privacy stack utilizes a ZK-verifiable encrypted architecture:

• ZK-Verifiable Encryption + Stealth Address Mechanism: Every order is ZK-verifiable encrypted before it reaches the chain; with Account Privacy enabled, orders are routed through unique stealth addresses, ensuring no link between users’ wallets and their trading activity, and preventing any third party from tracing, correlating, or reconstructing trades.
• Selective Disclosure: While asset transfers remain traceable for compliance, the execution layer shields strategic intent. Users who want their activity visible can choose to make it public. With Account Privacy enabled, users can generate a Viewer Pass to share with selected parties, allowing only those with access to the pass to view their private orders.
• Zero Performance Trade-off: Aster Chain achieves peak throughput of 100,000+ TPS and a median block time of 50ms, all without gas – performance that matches the speed traders expect from a centralized exchange.

“Transparency between a protocol and its users is a fundamental feature, but transparency between a trader and their competitors is a critical vulnerability,” said Leonard, CEO at Aster. “Aster Chain is the only architecture that treats privacy as a fundamental requirement for a fair market, neutralizing predatory attacks at the base layer.”

CEX Speed Meets DEX Principles

Aster Chain delivers the sub-second finality and high-leverage experience of a CEX while upholding the core tenets of decentralization: self-custody, verifiability, and permissionless access. Trading privacy removes the last reason to stay on a centralized exchange. The network is supported by a native bridge to BNB Chain and proprietary oracles to ensure high-fidelity price data.

Fuelling the Next Wave of Innovation

The mainnet launch marks the start of a phased expansion. Beyond the flagship Aster trading UI, the ecosystem is inviting builders to create specialized vaults and collaborative DeFi products through Aster Code.

To coincide with the launch, Aster will initiate a Staking Program within a week to reward early supporters and liquidity providers.

About Aster

Aster is a privacy-first onchain trading platform backed by YZi Labs, with unique features like Hidden Orders to protect user trading activity. It offers perpetual contracts across crypto, stocks and commodities, as well as crypto spot trading, and is powered by Aster Chain, a Layer 1 blockchain built to power the future of decentralized finance.

Users can learn more about Aster on the official website or follow Aster on X.

The post Aster Chain Launch: Defining a New Era for Onchain Privacy and Transparency appeared first on CryptoPotato.