The gap between bitcoin's spot price and realized price is compressing toward levels that historically marked cycle bottoms, but the on-chain data shows the capitulation that typically precedes those bottoms hasn't happened.
source https://www.coindesk.com/markets/2026/03/31/bitcoin-is-closer-to-its-buy-zone-than-it-s-been-in-three-years
Tuesday, March 31, 2026
Bitcoin enters the public bond market as Moody’s gives a first-of-its-kind crypto deal a rating
A New Hampshire state authority is set to issue a first-of-its-kind bitcoin-backed bond with a Ba2 rating, marking an early test of how crypto can function as collateral inside traditional public finance markets.
source https://www.coindesk.com/markets/2026/03/31/bitcoin-enters-the-public-bond-market-as-moody-s-gives-a-first-of-its-kind-crypto-deal-a-rating
source https://www.coindesk.com/markets/2026/03/31/bitcoin-enters-the-public-bond-market-as-moody-s-gives-a-first-of-its-kind-crypto-deal-a-rating
What's next after bitcoin's historic underperformance stretch against stocks
With a few hours to go, bitcoin has tumbled 22% in the first quarter, following a 25% drop in the last quarter of 2025.
source https://www.coindesk.com/markets/2026/03/31/bitcoin-held-firm-in-march-but-remains-in-historic-underperformance-stretch
source https://www.coindesk.com/markets/2026/03/31/bitcoin-held-firm-in-march-but-remains-in-historic-underperformance-stretch
Clarity Act ‘not a gatekeeper’ for crypto innovation, WisdomTree exec says
The asset manager says innovation can proceed under current SEC rules as the Clarity Act faces debate in Congress.
source https://www.coindesk.com/policy/2026/03/30/clarity-act-not-a-gatekeeper-for-crypto-innovation-wisdomtree-exec-says
source https://www.coindesk.com/policy/2026/03/30/clarity-act-not-a-gatekeeper-for-crypto-innovation-wisdomtree-exec-says
Monday, March 30, 2026
Democrats urge warnings to federal officials against insider bets on prediction markets
Members of the House and Senate asked the CFTC and federal ethics office to remind government employees it's illegal to make insider derivatives trades.
source https://www.coindesk.com/policy/2026/03/30/democrats-urge-warnings-to-federal-officials-against-insider-bets-on-prediction-markets
source https://www.coindesk.com/policy/2026/03/30/democrats-urge-warnings-to-federal-officials-against-insider-bets-on-prediction-markets
Fed's Powell's comments sooth bond market, but oil continues rise, hitting crypto and stocks
WTI crude oil closed above $100 per barrel for the first time since 2002.
source https://www.coindesk.com/markets/2026/03/30/fed-s-powell-s-comments-sooth-bond-market-but-oil-continues-rise-hitting-crypto-and-stocks
source https://www.coindesk.com/markets/2026/03/30/fed-s-powell-s-comments-sooth-bond-market-but-oil-continues-rise-hitting-crypto-and-stocks
Sunday, March 29, 2026
Bitcoin recovers to $67,400 after dipping below $65,200 as Houthis enter Iran war
The conflict's fifth week brought its widest expansion yet, with Iran-backed forces opening a new front and U.S. ground troops arriving in the region.
source https://www.coindesk.com/markets/2026/03/30/bitcoin-recovers-to-usd67-400-after-dipping-below-usd65-200-as-houthis-enter-iran-war
source https://www.coindesk.com/markets/2026/03/30/bitcoin-recovers-to-usd67-400-after-dipping-below-usd65-200-as-houthis-enter-iran-war
Hyperliquid traders in Tokyo get 200-millisecond edge, Glassnode research shows
Hyperliquid’s validators cluster in AWS Tokyo alongside Binance, BitMEX and KuCoin, giving nearby traders a latency advantage, Glassnode data shows
source https://www.coindesk.com/markets/2026/03/30/hyperliquid-traders-in-tokyo-get-200-millisecond-edge-glassnode-research-shows
source https://www.coindesk.com/markets/2026/03/30/hyperliquid-traders-in-tokyo-get-200-millisecond-edge-glassnode-research-shows
Strategy may have paused bitcoin accumulation last week, ending a thirteen week buying streak
The company seemed to have skipped it's weekly bitcoin purchase announcement for the first time since late december.
source https://www.coindesk.com/markets/2026/03/29/strategy-may-have-paused-bitcoin-accumulation-last-week-ending-a-thirteen-week-buying-streak
source https://www.coindesk.com/markets/2026/03/29/strategy-may-have-paused-bitcoin-accumulation-last-week-ending-a-thirteen-week-buying-streak
XRP tests $1.33 as rising leverage and weak price action create unstable setup
Funding spikes and liquidations point to positioning build-up, with direction hinging on whether buyers can defend support.
source https://www.coindesk.com/markets/2026/03/29/xrp-tests-usd1-33-as-rising-leverage-and-weak-price-action-create-unstable-setup
source https://www.coindesk.com/markets/2026/03/29/xrp-tests-usd1-33-as-rising-leverage-and-weak-price-action-create-unstable-setup
Inside Aave’s governance battle as DeFi giant prepares for upgrade
In an interview with CoinDesk, Aave Labs CEO Stani Kulechov reflected on the governance debates in the Aave ecosystem, as well as what’s to come for the network.
source https://www.coindesk.com/tech/2026/03/29/inside-aave-s-governance-battle-as-defi-giant-prepares-for-upgrade
source https://www.coindesk.com/tech/2026/03/29/inside-aave-s-governance-battle-as-defi-giant-prepares-for-upgrade
Saturday, March 28, 2026
Crypto needs a reset before the next bull run
The industry’s most significant opportunities are being forged during this period of uncomfortable volatility. Here’s why, argues Grider.
source https://www.coindesk.com/opinion/2026/03/28/crypto-needs-a-reset-before-the-next-bull-run
source https://www.coindesk.com/opinion/2026/03/28/crypto-needs-a-reset-before-the-next-bull-run
Watch out Bitcoin devs. Google says post-quantum migration needs to happen by 2029.
The search giant set a corporate deadline to migrate all authentication services to quantum-resistant cryptography, validating the timeline Ethereum has been building toward for eight years. Bitcoin's response so far has been silence.
source https://www.coindesk.com/tech/2026/03/28/watch-out-bitcoin-devs-google-says-post-quantum-migration-needs-to-happen-by-2029
source https://www.coindesk.com/tech/2026/03/28/watch-out-bitcoin-devs-google-says-post-quantum-migration-needs-to-happen-by-2029
Friday, March 27, 2026
Ripple turns to AI to stress-test the XRP Ledger as institutional use cases scale
The next XRP Ledger release will be dedicated entirely to bug fixes and improvements.
source https://www.coindesk.com/tech/2026/03/27/ripple-turns-to-ai-to-stress-test-the-xrp-ledger-as-institutional-use-cases-scale
source https://www.coindesk.com/tech/2026/03/27/ripple-turns-to-ai-to-stress-test-the-xrp-ledger-as-institutional-use-cases-scale
Bitcoin miners are becoming AI companies and selling their BTC to fund the transition
The average public miner spent $79,995 to produce one bitcoin last quarter. Bitcoin is trading at $70,000. The math doesn't work, so the industry is pivoting to AI, taking on $70 billion in contracts, and liquidating bitcoin treasuries to finance the shift.
source https://www.coindesk.com/markets/2026/03/27/bitcoin-miners-are-becoming-ai-companies-and-selling-their-btc-to-fund-the-transition
source https://www.coindesk.com/markets/2026/03/27/bitcoin-miners-are-becoming-ai-companies-and-selling-their-btc-to-fund-the-transition
Morgan Stanley enters bitcoin ETF race with market-leading low fee
The bank priced its proposed spot bitcoin fund at 14 basis points, making it the lowest fund on the market, if approved.
source https://www.coindesk.com/markets/2026/03/27/morgan-stanley-enters-bitcoin-etf-race-with-market-leading-low-fee
source https://www.coindesk.com/markets/2026/03/27/morgan-stanley-enters-bitcoin-etf-race-with-market-leading-low-fee
Thursday, March 26, 2026
Crypto edges off of worst levels after Trump extends Iran strike pause
It was an ugly day all around in markets as the Iran war has sent oil prices and bond yields surging higher.
source https://www.coindesk.com/markets/2026/03/26/crypto-edges-off-of-worst-levels-after-trump-extends-iran-strike-pause
source https://www.coindesk.com/markets/2026/03/26/crypto-edges-off-of-worst-levels-after-trump-extends-iran-strike-pause
Strategy’s 11.5% dividend equity bounces back faster than historical average to unlock more bitcoin buying
Preferred shares recovered in nine days after their ex-dividend drop, enabling further bitcoin accumulation.
source https://www.coindesk.com/markets/2026/03/26/strategy-s-11-5-dividend-equity-bounces-back-faster-than-hostorical-average-to-unlock-more-bitcoin-buying
source https://www.coindesk.com/markets/2026/03/26/strategy-s-11-5-dividend-equity-bounces-back-faster-than-hostorical-average-to-unlock-more-bitcoin-buying
Wednesday, March 25, 2026
Elon Musk's X hires crypto-savvy design lead as X Money payments push inches closer
Benji Taylor, former CPO at Aave Labs and design head at Coinbase's Base, brings self-custody wallet and DeFi product experience to the social media platform.
source https://www.coindesk.com/business/2026/03/25/elon-musk-s-x-hires-crypto-savvy-design-lead-as-x-money-payments-push-inches-closer
source https://www.coindesk.com/business/2026/03/25/elon-musk-s-x-hires-crypto-savvy-design-lead-as-x-money-payments-push-inches-closer
BitGo teams with ZKsync to build tokenized deposit infrastructure to bring banks onchain
Now in testing, the platform aims to enable programmable payments and simplify blockchain adoption for financial institutions.
source https://www.coindesk.com/business/2026/03/25/bitgo-teams-with-zksync-to-build-tokenized-deposit-infrastructure-to-bring-banks-onchain
source https://www.coindesk.com/business/2026/03/25/bitgo-teams-with-zksync-to-build-tokenized-deposit-infrastructure-to-bring-banks-onchain
Crypto Long & Short: Prediction Markets Don’t Just Forecast Power - They Reshape It
In this week’s Crypto Long & Short Newsletter, Ryan Kirkley writes on how crypto prediction markets can risk incentivizing manipulation and amplify misinformation at scale.
source https://www.coindesk.com/coindesk-indices/2026/03/25/crypto-long-and-short-prediction-markets-don-t-just-forecast-power-they-reshape-it
source https://www.coindesk.com/coindesk-indices/2026/03/25/crypto-long-and-short-prediction-markets-don-t-just-forecast-power-they-reshape-it
AI agents to help investigators unearth crypto criminals, according to new TRM program
TRM Labs has added an AI agent to the services the blockchain analytics firm offers law enforcement agencies.
source https://www.coindesk.com/policy/2026/03/25/ai-agents-to-help-investigators-unearth-crypto-criminals-according-to-new-trm-program
source https://www.coindesk.com/policy/2026/03/25/ai-agents-to-help-investigators-unearth-crypto-criminals-according-to-new-trm-program
Tuesday, March 24, 2026
Bitcoin jolted modestly higher on Iran ceasefire report; oil tumbles 4%
An Israeli TV report said a one-month ceasefire could be announced soon.
source https://www.coindesk.com/markets/2026/03/24/bitcoin-jolted-modestly-higher-on-iran-ceasefire-report-oil-tumbles-4
source https://www.coindesk.com/markets/2026/03/24/bitcoin-jolted-modestly-higher-on-iran-ceasefire-report-oil-tumbles-4
BNY Mellon CEO says the future of crypto runs through big banks
Robin Vince says large banks can bridge digital assets and traditional finance as trust and regulation shape the next phase of growth.
source https://www.coindesk.com/business/2026/03/24/bny-mellon-ceo-says-the-future-of-crypto-runs-through-big-banks
source https://www.coindesk.com/business/2026/03/24/bny-mellon-ceo-says-the-future-of-crypto-runs-through-big-banks
Monday, March 23, 2026
Stablecoin yield in crypto Clarity Act won't allow rewards on balances, latest text says
The crypto industry got a first look at legislative language that won't allow rewards on stablecoin balances, and the approach is seen as restrictive.
source https://www.coindesk.com/policy/2026/03/23/stablecoin-yield-in-crypto-clarity-act-won-t-allow-rewards-on-balances-latest-text-says
source https://www.coindesk.com/policy/2026/03/23/stablecoin-yield-in-crypto-clarity-act-won-t-allow-rewards-on-balances-latest-text-says
Bitcoin holds above $70,000, but future direction hinges on Iran-U.S. 'talks'
Cryptos bounced on Trump’s five-day pause announcement, but the next move hinges on whether tensions between the U.S. and Iran ease or spiral, a Wintermute trader said.
source https://www.coindesk.com/markets/2026/03/23/bitcoin-holds-above-usd70-000-but-future-direction-hinges-on-iran-u-s-talks
source https://www.coindesk.com/markets/2026/03/23/bitcoin-holds-above-usd70-000-but-future-direction-hinges-on-iran-u-s-talks
Prediction market boom spurs new VC fund backed by Polymarket, Kalshi CEOs
The fund, called 5c(c) Capital, is aiming to raise $35 million to fund startups tied to the rapid growth of event-based trading markets.
source https://www.coindesk.com/markets/2026/03/23/prediction-market-boom-spurs-new-vc-fund-backed-by-polymarket-kalshi-ceos
source https://www.coindesk.com/markets/2026/03/23/prediction-market-boom-spurs-new-vc-fund-backed-by-polymarket-kalshi-ceos
Sunday, March 22, 2026
South Korea crypto liquidity tumbles as stablecoin balances plunge 55% and stock buying rises
On-chain data shows a sharp drawdown in dollar-linked token holdings since July, with the latest wave triggered by won weakness.
source https://www.coindesk.com/markets/2026/03/23/south-korea-crypto-liquidity-drops-as-stablecoin-balances-plunge-55-and-stock-buying-rises
source https://www.coindesk.com/markets/2026/03/23/south-korea-crypto-liquidity-drops-as-stablecoin-balances-plunge-55-and-stock-buying-rises
If one trader can force the outcome of a prediction market, it shouldn’t be tradable
By hosting manipulable contracts, prediction markets swap their long-term credibility for short-term engagement.
source https://www.coindesk.com/opinion/2026/03/22/if-one-trader-can-force-the-outcome-of-a-prediction-market-it-shouldn-t-be-tradable
source https://www.coindesk.com/opinion/2026/03/22/if-one-trader-can-force-the-outcome-of-a-prediction-market-it-shouldn-t-be-tradable
Bitcoin miners are losing $19,000 on every BTC produced as difficulty drops 7.8%
The average production cost was sitting at $88,000 per bitcoin in mid-March, according to Checkonchain's difficulty regression model.
source https://www.coindesk.com/markets/2026/03/22/bitcoin-miners-are-losing-usd19-000-on-every-btc-produced-as-difficulty-drops-7-8
source https://www.coindesk.com/markets/2026/03/22/bitcoin-miners-are-losing-usd19-000-on-every-btc-produced-as-difficulty-drops-7-8
Saturday, March 21, 2026
Bitcoin drops below $69,200 as Trump gives 48-hour ultimatum on Iran power plants
BTC fell 2.2% as $299 million in liquidations hit crypto markets, with long positions accounting for 85% of the damage.
source https://www.coindesk.com/markets/2026/03/22/bitcoin-drops-below-usd69-200-as-trump-gives-48-hour-ultimatum-on-iran-power-plants
source https://www.coindesk.com/markets/2026/03/22/bitcoin-drops-below-usd69-200-as-trump-gives-48-hour-ultimatum-on-iran-power-plants
Bitcoin options signal extreme fear as downside protection premium hits new all-time high, says VanEck
Despite stabilizing spot prices, investors remain defensive, with leveraged speculation cooling and realized volatility dropping from 80 to 50, suggesting a cautious market sentiment.
source https://www.coindesk.com/markets/2026/03/21/bitcoin-options-signal-extreme-fear-as-downside-protection-premium-hits-new-all-time-high-says-vaneck
source https://www.coindesk.com/markets/2026/03/21/bitcoin-options-signal-extreme-fear-as-downside-protection-premium-hits-new-all-time-high-says-vaneck
Sam Bankman-Fried tries to get on Donald Trump’s good side by backing his Iran strikes
The jailed founder of bankrupt crypto exchange FTX is fueling growing speculation that he is seeking a presidential pardon.
source https://www.coindesk.com/policy/2026/03/21/sam-bankman-fried-tries-to-get-on-donald-trump-s-good-side-by-backing-his-iran-strikes
source https://www.coindesk.com/policy/2026/03/21/sam-bankman-fried-tries-to-get-on-donald-trump-s-good-side-by-backing-his-iran-strikes
Friday, March 20, 2026
Senators say they've reached compromise on yield to advance crypto market bill
One of the major sticking points on the crypto market structure bill may be resolved, at least enough to move toward a Senate hearing to advance the bill.
source https://www.coindesk.com/policy/2026/03/20/crypto-clarity-act-may-be-cleared-to-move-after-senators-agree-on-stablecoin-yield
source https://www.coindesk.com/policy/2026/03/20/crypto-clarity-act-may-be-cleared-to-move-after-senators-agree-on-stablecoin-yield
Kalshi gets temporary Nevada ban in dispute over sports betting
A Nevada court issued a 14-day ban on a wide range of contracts from prediction market firm Kalshi as the firm continues battling with state regulators.
source https://www.coindesk.com/policy/2026/03/20/kalshi-gets-temporary-nevada-ban-in-dispute-over-sports-betting
source https://www.coindesk.com/policy/2026/03/20/kalshi-gets-temporary-nevada-ban-in-dispute-over-sports-betting
Thursday, March 19, 2026
Wall Street heavyweight Cantor among investment banks pitching FalconX for its potential IPO
Crypto trading firm FalconX's CEO has previously said it is considering a public listing.
source https://www.coindesk.com/business/2026/03/18/wall-street-heavyweight-cantor-among-investment-banks-pitching-falconx-for-its-potential-ipo
source https://www.coindesk.com/business/2026/03/18/wall-street-heavyweight-cantor-among-investment-banks-pitching-falconx-for-its-potential-ipo
Market maker IMC Trading hires Alex Casimo as chief commercial officer for its crypto business
Casimo will be responsible for growing the Dutch market maker's institutional crypto offering.
source https://www.coindesk.com/business/2026/03/19/market-maker-imc-trading-hires-alex-casimo-as-chief-commercial-officer-for-its-crypto-business
source https://www.coindesk.com/business/2026/03/19/market-maker-imc-trading-hires-alex-casimo-as-chief-commercial-officer-for-its-crypto-business
Wednesday, March 18, 2026
Polymarket acquires Brahma to scale blockchain trading infrastructure
"Building reliable infrastructure across blockchain networks and traditional financial rails is hard — there are no shortcuts,” said Polymarket CEO Shayne Coplan.
source https://www.coindesk.com/business/2026/03/18/polymarket-acquires-defi-brahma-to-build-reliable-financial-blockchain-infrastructure
source https://www.coindesk.com/business/2026/03/18/polymarket-acquires-defi-brahma-to-build-reliable-financial-blockchain-infrastructure
Kalshi co-founder fights back against Arizona’s ‘overstep’ in what a lawyer calls a federal-state turf war
Arizona has filed 20 criminal counts against Kalshi, a prediction market platform, accusing it of operating an illegal gambling business and offering election wagering in the state.
source https://www.coindesk.com/policy/2026/03/18/kalshi-co-founder-fights-back-against-arizona-s-overstep-in-what-a-lawyer-calls-a-federal-state-turf-war
source https://www.coindesk.com/policy/2026/03/18/kalshi-co-founder-fights-back-against-arizona-s-overstep-in-what-a-lawyer-calls-a-federal-state-turf-war
Tuesday, March 17, 2026
Senator Tim Scott says market structure negotiations are advancing
The South Carolina Republican said he might see a draft of stablecoin yield language as soon as this week, and other issues continue to be negotiated.
source https://www.coindesk.com/policy/2026/03/17/senator-tim-scott-says-market-structure-negotiations-are-advancing
source https://www.coindesk.com/policy/2026/03/17/senator-tim-scott-says-market-structure-negotiations-are-advancing
U.S. SEC issues first-ever definitions for what crypto assets are securities
The U.S. Securities and Exchange Commission shared the informal guidance it'll use to classify crypto securities alongside its sister agency overseeing commodities.
source https://www.coindesk.com/policy/2026/03/17/u-s-sec-issues-first-ever-definitions-for-what-crypto-assets-are-securities
source https://www.coindesk.com/policy/2026/03/17/u-s-sec-issues-first-ever-definitions-for-what-crypto-assets-are-securities
Mastercard's $1.8 billion deal 'a clear answer' to a massive shift in the global payment war
Analysts say the $1.8 billion acquisition shows stablecoins are moving from niche use to global settlement rails.
source https://www.coindesk.com/business/2026/03/17/mastercard-s-usd1-8-billion-deal-a-clear-answer-to-a-massive-shift-in-the-global-payment-war
source https://www.coindesk.com/business/2026/03/17/mastercard-s-usd1-8-billion-deal-a-clear-answer-to-a-massive-shift-in-the-global-payment-war
Monday, March 16, 2026
Man accuses wife of using CCTV cameras to steal $172 million bitcoin from his hardware wallet
The alleged theft of 2,323 bitcoin has triggered a High Court dispute testing how English property law applies to digital assets.
source https://www.coindesk.com/business/2026/03/16/man-accuses-wife-of-using-cctv-cameras-to-steal-usd172-million-bitcoin-from-his-hardware-wallet
source https://www.coindesk.com/business/2026/03/16/man-accuses-wife-of-using-cctv-cameras-to-steal-usd172-million-bitcoin-from-his-hardware-wallet
OpenSea delays highly anticipated token launch, citing challenging crypto market conditions
The platform will end its rewards waves, offer optional fee refunds for certain traders and introduce 0% token trading fees for 60 days starting March 31 as it promotes its revamped marketplace.
source https://www.coindesk.com/business/2026/03/16/opensea-delays-highly-anticipated-token-launch-citing-challenging-crypto-market-conditions
source https://www.coindesk.com/business/2026/03/16/opensea-delays-highly-anticipated-token-launch-citing-challenging-crypto-market-conditions
Ether surges 10%, leading crypto rebound as ETF demand, Bitmine buying pick up
Fresh ETF inflows, digital asset treasury buying and a shift away from bitcoin to altcoins are helping lift the second-largest cryptocurrency.
source https://www.coindesk.com/markets/2026/03/16/ether-surges-10-leading-crypto-rebound-as-etf-demand-bitmine-buying-pick-up
source https://www.coindesk.com/markets/2026/03/16/ether-surges-10-leading-crypto-rebound-as-etf-demand-bitmine-buying-pick-up
Sunday, March 15, 2026
Crypto trading firm Blockfills has filed for bankruptcy
The institutional crypto lender filed for bankruptcy after suspending withdrawals, incurring about $75 million in losses and facing a lawsuit alleging misuse of customer funds.
source https://www.coindesk.com/business/2026/03/11/crypto-trading-firm-blockfills-has-filed-for-bankruptcy
source https://www.coindesk.com/business/2026/03/11/crypto-trading-firm-blockfills-has-filed-for-bankruptcy
Crypto’s age of hype is over, making way for the real infrastructure to be built
Nikolic challenges a recent CoinDesk op-ed, declaring "crypto's rock 'n' roll era is over," and argues that it’s the best shift for the industry’s builders.
source https://www.coindesk.com/opinion/2026/03/15/crypto-s-age-of-hype-is-over-making-way-for-the-real-infrastructure-to-be-built
source https://www.coindesk.com/opinion/2026/03/15/crypto-s-age-of-hype-is-over-making-way-for-the-real-infrastructure-to-be-built
Crypto broker Bitpanda bets on banks and tokenization to expand globally ahead of IPO plans
The Vienna-based crypto broker eyes emerging markets, teaming up with institutions rather than competing with local exchanges, said Vishal Sacheendran, VP of global markets strategy and operations.
source https://www.coindesk.com/business/2026/03/14/crypto-broker-bitpanda-bets-on-banks-and-tokenization-to-expand-globally-ahead-of-ipo-plans
source https://www.coindesk.com/business/2026/03/14/crypto-broker-bitpanda-bets-on-banks-and-tokenization-to-expand-globally-ahead-of-ipo-plans
AI agents are quietly rewriting prediction market trading
Valory co-founder David Minarsch says autonomous agents running on the Olas protocol are giving retail traders a 24/7, strategy-driven edge on platforms like Polymarket.
source https://www.coindesk.com/tech/2026/03/15/ai-agents-are-quietly-rewriting-prediction-market-trading
source https://www.coindesk.com/tech/2026/03/15/ai-agents-are-quietly-rewriting-prediction-market-trading
Saturday, March 14, 2026
Bitcoin sold off first when the U.S.-Iran war began. Two weeks later, it's outperforming nearly everything
Each escalation in the Iran conflict has been larger than the last, but each bitcoin drawdown has been getting smaller.
source https://www.coindesk.com/markets/2026/03/14/bitcoin-sold-off-first-when-the-u-s-iran-war-began-two-weeks-later-it-s-outperforming-nearly-everything
source https://www.coindesk.com/markets/2026/03/14/bitcoin-sold-off-first-when-the-u-s-iran-war-began-two-weeks-later-it-s-outperforming-nearly-everything
Hoskinson might be wrong about the future of decentralized compute
Cardano’s founder recently made an argument about hyperscalers that needs to be addressed, says Fan.
source https://www.coindesk.com/opinion/2026/03/14/hoskinson-might-be-wrong-about-the-future-of-decentralized-compute
source https://www.coindesk.com/opinion/2026/03/14/hoskinson-might-be-wrong-about-the-future-of-decentralized-compute
Friday, March 13, 2026
Bitcoin can survive 72% of the world's submarine cables being cut, but a targeted attack on five hosting providers could cripple it
A Cambridge study spanning 11 years and 68 verified cable failures found that Bitcoin's physical infrastructure is far more resilient than previously understood, with TOR adoption actually strengthening the network.
source https://www.coindesk.com/markets/2026/03/13/bitcoin-can-survive-72-of-the-world-s-submarine-cables-being-cut-but-a-targeted-attack-on-five-hosting-providers-could-cripple-it
source https://www.coindesk.com/markets/2026/03/13/bitcoin-can-survive-72-of-the-world-s-submarine-cables-being-cut-but-a-targeted-attack-on-five-hosting-providers-could-cripple-it
A huge gap between network use and token value is the most important thing happening in XRP right now
Daily payments on XRPL surged to 2.7 million, AMM pools exploded to 27,000, and tokenized asset value jumped 35% in 30 days. XRP is down 26% this year.
source https://www.coindesk.com/markets/2026/03/13/dnp-xrp-ledger-activity-is-hitting-records-but-why-are-xrp-prices-down-62-from-peak
source https://www.coindesk.com/markets/2026/03/13/dnp-xrp-ledger-activity-is-hitting-records-but-why-are-xrp-prices-down-62-from-peak
Court closes Custodia fight with Federal Reserve just as Fed opens master-account door
Just days after the Federal Reserve granted a limited master account to Kraken, crypto bank Custodia's years-long court battle with the Fed concludes in a loss.
source https://www.coindesk.com/policy/2026/03/13/court-closes-custodia-fight-with-federal-reserve-just-as-fed-opens-master-account-door
source https://www.coindesk.com/policy/2026/03/13/court-closes-custodia-fight-with-federal-reserve-just-as-fed-opens-master-account-door
Circle overtakes BlackRock in tokenized Treasuries as market hits record $11 billion
Circle’s USYC tokenized U.S. Treasury fund has grown to $2.2 billion, surpassing BlackRock’s BUIDL fund as investors increasingly seek onchain yield and collateral.
source https://www.coindesk.com/markets/2026/03/13/circle-overtakes-blackrock-in-tokenized-treasuries-as-market-hits-record-usd11-billion
source https://www.coindesk.com/markets/2026/03/13/circle-overtakes-blackrock-in-tokenized-treasuries-as-market-hits-record-usd11-billion
Thursday, March 12, 2026
Stricter MiCA rules could thin crypto industry across the EU, says Swiss wealth manager
Crypto wealth manager Swissborg gets MiCA approval and prepares to move its European operations to France while targeting growth in markets including Germany, Italy and Spain.
source https://www.coindesk.com/policy/2026/03/12/stricter-mica-rules-could-thin-crypto-industry-across-the-european-union-swissborg-says
source https://www.coindesk.com/policy/2026/03/12/stricter-mica-rules-could-thin-crypto-industry-across-the-european-union-swissborg-says
SEC's advisory group backs tokenized securities push, outlines how to keep it safe
The committee that steers the U.S. securities regulator on investor issues voted to support a new effort to regulate stock transactions on blockchains.
source https://www.coindesk.com/policy/2026/03/12/sec-s-advisory-group-backs-push-for-tokenized-securities-outlines-how-to-keep-it-safe
source https://www.coindesk.com/policy/2026/03/12/sec-s-advisory-group-backs-push-for-tokenized-securities-outlines-how-to-keep-it-safe
Donald Trump to hold another Mar-a-Lago lunch for his token holders
The U.S. President will be the keynote speaker at a "gala luncheon" for the top 297 holders of the $TRUMP token.
source https://www.coindesk.com/policy/2026/03/12/donald-trump-to-hold-another-mar-a-lago-lunch-for-his-token-holders
source https://www.coindesk.com/policy/2026/03/12/donald-trump-to-hold-another-mar-a-lago-lunch-for-his-token-holders
Wednesday, March 11, 2026
SEC, CFTC end years of rivalry with deal that will mean combined crypto oversight
The two agencies sealed their memorandum of understanding to link the parts of their work that overlap, and coordinated crypto oversight is among the top goals.
source https://www.coindesk.com/policy/2026/03/11/sec-cftc-end-years-of-rivalry-with-deal-that-will-mean-combined-crypto-oversight
source https://www.coindesk.com/policy/2026/03/11/sec-cftc-end-years-of-rivalry-with-deal-that-will-mean-combined-crypto-oversight
Bitcoin holds $70,000, starting to show relative strength versus stocks, software sector, and gold
Bitcoin is up about 7% from the Sunday lows, even as equities and gold tread water. Analysts point to seller exhaustion, shifting gold correlation and improving ETF flows.
source https://www.coindesk.com/markets/2026/03/11/bitcoin-holds-usd70-000-beginning-to-show-relative-strength-versus-stocks-software-sector-and-gold
source https://www.coindesk.com/markets/2026/03/11/bitcoin-holds-usd70-000-beginning-to-show-relative-strength-versus-stocks-software-sector-and-gold
Ripple's share buyback program values the firm at $50 billion: Bloomberg
Despite the bear market, today's report suggests a higher valuation than the $40 billion at which the firm raised funds in November.
source https://www.coindesk.com/business/2026/03/11/ripple-s-share-buyback-program-values-the-firm-at-usd50-billion-bloomberg
source https://www.coindesk.com/business/2026/03/11/ripple-s-share-buyback-program-values-the-firm-at-usd50-billion-bloomberg
Tuesday, March 10, 2026
Circle could rally 60% more on stablecoin adoption, AI agentic finance, Bernstein says
Stablecoins are decoupling from crypto market cycles as they are increasingly used for digital payments, Bernstein analysts said, which bodes well for USDC issuer Circle.
source https://www.coindesk.com/markets/2026/03/10/circle-could-rally-60-more-on-stablecoin-adoption-ai-agentic-finance-bernstein-says
source https://www.coindesk.com/markets/2026/03/10/circle-could-rally-60-more-on-stablecoin-adoption-ai-agentic-finance-bernstein-says
Monday, March 9, 2026
Bitcoin jumps past $70,000 as war volatility fades
BTC rebounded from about $65,000 as crude oil retreated and institutional flows helped stabilize the market.
source https://www.coindesk.com/markets/2026/03/10/bitcoin-jumps-past-usd70-000-as-war-volatility-fades
source https://www.coindesk.com/markets/2026/03/10/bitcoin-jumps-past-usd70-000-as-war-volatility-fades
Trump's threat to block Congress over voter-ID law leaves crypto bill on shakier ground
At a Republican event, the U.S. president delivered a speech that doubled down on recent comments he won't sign anything else until he gets the voting bill.
source https://www.coindesk.com/news-analysis/2026/03/09/trump-s-threat-to-block-congress-over-voter-id-law-leaves-crypto-bill-on-shakier-ground
source https://www.coindesk.com/news-analysis/2026/03/09/trump-s-threat-to-block-congress-over-voter-id-law-leaves-crypto-bill-on-shakier-ground
How the war in Iran and trader positioning could be behind the surge in Circle's stock
Shares were up another 9.7% on Monday, bringing them nearly to double over the past month.
source https://www.coindesk.com/markets/2026/03/09/how-the-war-in-iran-and-trader-positioning-could-be-behind-the-surge-in-circle-s-stock
source https://www.coindesk.com/markets/2026/03/09/how-the-war-in-iran-and-trader-positioning-could-be-behind-the-surge-in-circle-s-stock
Crypto and stocks add to gains as Trump says Iran war could be over soon
It's been a historic 24 hours for crude oil, which soared to $120 per barrel overnight on Iran worries, but has plunged back to just above $80.
source https://www.coindesk.com/markets/2026/03/09/crypto-and-stocks-add-to-gains-as-trump-says-iran-war-could-be-over-soon
source https://www.coindesk.com/markets/2026/03/09/crypto-and-stocks-add-to-gains-as-trump-says-iran-war-could-be-over-soon
Sunday, March 8, 2026
Oil shorts on Hyperliquid get wiped out as crude surges 30% on Iran escalation
Tokenized crude oil futures saw their largest liquidation event on crypto venues as the conflict expanded to Saudi Arabia and Gulf oil production collapsed.
source https://www.coindesk.com/markets/2026/03/09/oil-shorts-on-hyperliquid-get-wiped-out-as-crude-surges-30-on-iran-escalation-triggering-usd40-million-in-liquidations
source https://www.coindesk.com/markets/2026/03/09/oil-shorts-on-hyperliquid-get-wiped-out-as-crude-surges-30-on-iran-escalation-triggering-usd40-million-in-liquidations
Oil futures surge 20% past $110 as war fears hammer Asian stocks, bitcoin steady near $67K
Nikkei drops more than 6%, and Kospi slides about 8% as traders price supply disruption risk, while prediction markets show strong odds of $120 crude.
source https://www.coindesk.com/markets/2026/03/09/oil-futures-surge-20-past-usd110-as-war-fears-hammer-asian-stocks-bitcoin-steady-near-usd67k
source https://www.coindesk.com/markets/2026/03/09/oil-futures-surge-20-past-usd110-as-war-fears-hammer-asian-stocks-bitcoin-steady-near-usd67k
Bitcoin tumbles below $66,000 as oil prices explode nearly 20% higher
There was little sign over the weekend of any de-escalation in the war against Iran.
source https://www.coindesk.com/markets/2026/03/08/bitcoin-tumbles-below-usd66-000-as-oil-prices-explode-higher
source https://www.coindesk.com/markets/2026/03/08/bitcoin-tumbles-below-usd66-000-as-oil-prices-explode-higher
Crypto’s Rock ’n’ Roll Era Is Over
As crypto passes into mainstream use, it’s losing its rebel soul. It may still express rebellion, but won’t be rebellion anymore, says Callon-Butler.
source https://www.coindesk.com/opinion/2026/03/08/crypto-s-rock-n-roll-era-is-over
source https://www.coindesk.com/opinion/2026/03/08/crypto-s-rock-n-roll-era-is-over
Saturday, March 7, 2026
XRP slips as traders watch $1.35 support
Traders are watching whether the $1.35 support zone holds after high-volume selling earlier in the session.
source https://www.coindesk.com/markets/2026/03/08/xrp-slips-as-traders-watch-usd1-35-support
source https://www.coindesk.com/markets/2026/03/08/xrp-slips-as-traders-watch-usd1-35-support
Coinbase says new U.S. tax-reporting rules for crypto are cluttered, confusing
The IRS’s 1099-DA tax form for reporting digital asset gains comes with a burden of over-reporting, Coinbase's tax experts warned.
source https://www.coindesk.com/policy/2026/03/07/coinbase-says-new-u-s-tax-reporting-rules-for-crypto-are-wasteful-onerous
source https://www.coindesk.com/policy/2026/03/07/coinbase-says-new-u-s-tax-reporting-rules-for-crypto-are-wasteful-onerous
Trump's cyber strategy vows to 'support the security' of cryptocurrencies and blockchain
This places blockchain security in the context of national technology competition alongside AI and quantum computing.
source https://www.coindesk.com/policy/2026/03/07/trump-s-cyber-strategy-vows-to-support-the-security-of-cryptocurrencies-and-blockchain
source https://www.coindesk.com/policy/2026/03/07/trump-s-cyber-strategy-vows-to-support-the-security-of-cryptocurrencies-and-blockchain
The Multibillion-dollar shift turning prediction markets into a professional hedging tool
Traders are moving beyond sports bets and elections to price "unpriceable" geopolitical and policy risks that standard financial tools can’t handle.
source https://www.coindesk.com/opinion/2026/03/07/the-multibillion-dollar-shift-turning-prediction-markets-into-a-professional-hedging-tool
source https://www.coindesk.com/opinion/2026/03/07/the-multibillion-dollar-shift-turning-prediction-markets-into-a-professional-hedging-tool
Friday, March 6, 2026
Bitcoin could crash by another 30% as four-year cycle gains strength, investment firm says
Bitcoin is now firmly in a deep bear market and could fall another 30% in 2026, firm said.
source https://www.coindesk.com/markets/2026/03/07/bitcoin-could-crash-another-30-as-four-year-cycle-gains-strength-investment-firm-says
source https://www.coindesk.com/markets/2026/03/07/bitcoin-could-crash-another-30-as-four-year-cycle-gains-strength-investment-firm-says
Why Bitcoin suffered a $110 billion wipeout despite its best week of Wall Street news in months
Institutional interest continues to grow, but a stronger dollar and shifting interest rate expectations are keeping a lid on the latest rally.
source https://www.coindesk.com/markets/2026/03/06/why-bitcoin-suffered-a-usd110-billion-wipeout-despite-its-best-week-of-wall-street-news-in-months
source https://www.coindesk.com/markets/2026/03/06/why-bitcoin-suffered-a-usd110-billion-wipeout-despite-its-best-week-of-wall-street-news-in-months
Managing financial AI agents is the only skill you’ll need to survive the AI layoffs
To stay in the game, rather than try to outlearn every new release, learn how to use AI to strengthen your finances and build a buffer against industry disruption, says Naja.
source https://www.coindesk.com/opinion/2026/03/06/managing-financial-ai-agents-is-the-only-skill-you-ll-need-to-survive-the-ai-layoffs
source https://www.coindesk.com/opinion/2026/03/06/managing-financial-ai-agents-is-the-only-skill-you-ll-need-to-survive-the-ai-layoffs
Thursday, March 5, 2026
Short seller Culper bets against ether, Tom Lee's BitMine citing 'death spiral' risk
The short seller firm said that Ethereum's native token is "impaired," leaving treasury firm BitMine holding the bag while co-founder Vitalik buterin is selling.
source https://www.coindesk.com/markets/2026/03/05/short-seller-culper-bets-against-ether-bitmine-citing-death-spiral-risk
source https://www.coindesk.com/markets/2026/03/05/short-seller-culper-bets-against-ether-bitmine-citing-death-spiral-risk
Kraken's surprise Fed win may harken onslaught of crypto firms with narrow Fed access
The Kansas City Fed may term this "Tier 3" access, but Kraken's entry into the vaunted Fed payments system has riled bankers and raised crypto hopes.
source https://www.coindesk.com/news-analysis/2026/03/05/kraken-s-surprise-fed-win-may-harken-onslaught-of-crypto-firms-with-limited-fed-access
source https://www.coindesk.com/news-analysis/2026/03/05/kraken-s-surprise-fed-win-may-harken-onslaught-of-crypto-firms-with-limited-fed-access
U.S. judge freezes BlockFills assets in dispute over 70 bitcoin with creditor Dominion Capital
A New York federal court barred the crypto trading firm from moving bitcoin tied to Dominion Capital, citing suspended withdrawals and insolvency concerns.
source https://www.coindesk.com/business/2026/03/05/u-s-judge-freezes-blockfills-assets-in-dispute-over-70-bitcoin-with-creditor-dominion-capital
source https://www.coindesk.com/business/2026/03/05/u-s-judge-freezes-blockfills-assets-in-dispute-over-70-bitcoin-with-creditor-dominion-capital
Wednesday, March 4, 2026
Crypto bulls slam Ray Dalio's 'tired narratives' in defense of bitcoin's future
Experts push back on billionaire hedge fund manager Ray Dalio's warning of bitcoin lacking gold’s qualities and risks from surveillance, quantum computing and lack of central bank buying.
source https://www.coindesk.com/markets/2026/03/04/crypto-bulls-slam-ray-dalio-s-tired-narratives-in-defense-of-bitcoin-s-future
source https://www.coindesk.com/markets/2026/03/04/crypto-bulls-slam-ray-dalio-s-tired-narratives-in-defense-of-bitcoin-s-future
How this week's rout in Korean stocks might have triggered crypto's surge higher
Korea's tech-heavy Kospi has plunged 20% in the last two trading sessions, potentially pushing that country's fast-money chasing traders back into crypto.
source https://www.coindesk.com/markets/2026/03/04/how-this-week-s-rout-in-korean-stocks-might-have-triggered-crypto-s-surge-higher
source https://www.coindesk.com/markets/2026/03/04/how-this-week-s-rout-in-korean-stocks-might-have-triggered-crypto-s-surge-higher
Trump's press on policy combining with institutional adoption for new crypto bull market: Clear Street
"We believe this run has legs," said analyst Owen Lau as bitcoin rose 8% over the past 24 hours to just above $73,000.
source https://www.coindesk.com/markets/2026/03/04/crypto-may-be-entering-a-bull-market-as-bitcoin-rises-towards-usd75-000-and-trump-pushes-for-new-stablecoin-rules
source https://www.coindesk.com/markets/2026/03/04/crypto-may-be-entering-a-bull-market-as-bitcoin-rises-towards-usd75-000-and-trump-pushes-for-new-stablecoin-rules
Tuesday, March 3, 2026
Bitcoin rebounds toward $70,000 as ETFs pull in $1.45 billion in five days
Market maker Enflux says traders are not pricing catastrophe or resolution to the conflict in the Middle East, while Glassnode data shows improving spot demand but cautious derivatives positioning.
source https://www.coindesk.com/markets/2026/03/04/bitcoin-rebounds-toward-usd70-000-as-etfs-pull-in-usd1-45-billion-in-five-days
source https://www.coindesk.com/markets/2026/03/04/bitcoin-rebounds-toward-usd70-000-as-etfs-pull-in-usd1-45-billion-in-five-days
Trump urges passage of U.S. Clarity Act, attacks banks for 'undercutting' GENIUS
U.S. President Donald Trump said in a post on Truth Social that the banking industry is trying to undermine the stablecoin bill he signed into law last year.
source https://www.coindesk.com/policy/2026/03/03/trump-urges-passage-of-u-s-clarity-act-attacks-banks-for-undercutting-genius
source https://www.coindesk.com/policy/2026/03/03/trump-urges-passage-of-u-s-clarity-act-attacks-banks-for-undercutting-genius
JP Morgan CEO Jamie Dimon says stablecoin issuers paying interest should be regulated as banks
Dimon argued stablecoin issuers paying interest should meet bank standards as talks continue in Washington about the CLARITY Act.
source https://www.coindesk.com/policy/2026/03/03/jp-morgan-ceo-jamie-dimon-says-stablecoin-issuers-paying-interest-should-be-regulated-as-banks
source https://www.coindesk.com/policy/2026/03/03/jp-morgan-ceo-jamie-dimon-says-stablecoin-issuers-paying-interest-should-be-regulated-as-banks
Donald Trump's crypto legacy in two words: Paul Atkins
As the CLARITY Act faces a stalemate on Capitol Hill, the Trump administration is pivoting toward executive workarounds and family-backed stablecoins to reshape the financial system without waiting for a vote, argues Dale.
source https://www.coindesk.com/opinion/2026/03/03/donald-trump-s-crypto-legacy-in-two-words-paul-atkins
source https://www.coindesk.com/opinion/2026/03/03/donald-trump-s-crypto-legacy-in-two-words-paul-atkins
Monday, March 2, 2026
Core Scientific turns lower after Q4 results disappoint
Riot Platforms topped revenue estimates as it reported earnings for the final three months of 2025.
source https://www.coindesk.com/markets/2026/03/02/core-scientific-turns-lower-after-q4-results-disappoint
source https://www.coindesk.com/markets/2026/03/02/core-scientific-turns-lower-after-q4-results-disappoint
Vitalik Buterin unveils plan to curb Ethereum block builder centralization
Another focus of his post is so-called “toxic MEV,” where traders exploit visibility into pending transactions to front-run or “sandwich” users’ trades.
source https://www.coindesk.com/tech/2026/03/02/vitalik-buterin-unveils-plan-to-curb-ethereum-block-builder-centralization
source https://www.coindesk.com/tech/2026/03/02/vitalik-buterin-unveils-plan-to-curb-ethereum-block-builder-centralization
Sunday, March 1, 2026
Bitcoin slips below $66,000, U.S. stock futures bleed as Iran conflict intensifies
Iran has reportedly stepped up attacks against U.S. assets in the middle east.
source https://www.coindesk.com/markets/2026/03/02/bitcoin-u-s-stock-futures-give-up-early-gains-as-iran-conflict-intensifies
source https://www.coindesk.com/markets/2026/03/02/bitcoin-u-s-stock-futures-give-up-early-gains-as-iran-conflict-intensifies
Bitcoin, cryptos under pressure as oil spikes 6% and global markets price in U.S.-Iran conflict
Bitcoin fell back to $66,700 as traditional markets opened to their first chance to price the weekend's military escalation, with oil surging to $77 and Asian equities dropping 1.4%.
source https://www.coindesk.com/markets/2026/03/02/bitcoin-cryptos-under-pressure-as-oil-spikes-6-and-global-markets-price-in-u-s-iran-conflict
source https://www.coindesk.com/markets/2026/03/02/bitcoin-cryptos-under-pressure-as-oil-spikes-6-and-global-markets-price-in-u-s-iran-conflict
Hyperliquid's HYPE token jumps 5% as Iran war brings windfall revenue, JUP gains on supply freeze
Traders lean into supply compression stories in altcoins as Hyperliquid ramps up token burns and Jupiter freezes new emissions, even as bitcoin churns between $60,000 and $69,000 with muted flow.
source https://www.coindesk.com/markets/2026/03/02/hype-jumps-5-as-token-burn-offsets-usd316-million-unlock-jup-gains-weekly-on-supply-freeze
source https://www.coindesk.com/markets/2026/03/02/hype-jumps-5-as-token-burn-offsets-usd316-million-unlock-jup-gains-weekly-on-supply-freeze
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