JPMorgan analysts report that since the onset of the Iran conflict, the largest spot gold ETF, GLD, has seen roughly 2.7% in outflows. Conversely, the leading spot Bitcoin ETF, IBIT, recorded approximately 1.5% in inflows.

A Swiss asset manager has cautioned that increased stringency in MiCA regulations could lead to a contraction of the cryptocurrency sector across the European Union. coindesk #regulation

US Senate Majority Leader John Thune has indicated that the Senate will likely delay progress on the digital asset market structure legislation until April. Meanwhile, the House plans to prioritize the SAVE America Act before advancing bipartisan crypto legislation. cointelegraph

Ethereum's network activity has reached new heights despite a significant decline in its price, according to CryptoQuant. The firm describes this phenomenon as an "adoption paradox." Julio Moreno of CryptoQuant indicates that if the current bear market continues, ETH may decline further, potentially falling to approximately $1,500 by late third quarter or early fourth quarter.

Whale and Institutional Transactions:

1. Bitmine purchased an additional 30,000 ETH, valued at approximately $61.89 million, via FalconX.

2. Three days prior, Trend Research's Jackyi suggested that ETH prices below $2,000 could represent a strong buying opportunity. A wallet associated with Trend Research deposited 100 million USDC on Aave, borrowed 27,000 ETH worth $55.72 million, and transferred the funds to Binance.

Aave Labs CEO reports a user attempted to buy AAVE with 50 million USDT through the Aave interface but received tokens worth roughly $36,000. CoW Swap confirmed the trade was executed in accordance with the signed order and noted they provided explicit warnings about the potential price impact.

Yesterday, net inflows into spot Bitcoin ETFs reached approximately $53.8 million, while flows into spot Ethereum ETFs totaled around $72.4 million.

The combined net inflow into spot Bitcoin ETFs reached approximately $53.8 million yesterday, while spot Ethereum ETFs saw inflows of around $72.4 million.

Three new wallets have collectively withdrawn 2.54 million TRUMP tokens, valued at approximately $8.8 million, from Binance in the past 12 hours.

Bitcoin remains above its potential bottom, with two possible scenarios: a market crash triggering forced liquidations and rapid stabilization within one to two months, or prolonged consolidation as institutions maintain their positions, with BTC trading between $60,000 and $80,000 throughout the year. The structural bottom is still forming, and volatility in the $60,000 to $70,000 range should be expected. Investors awaiting a decisive breakout are advised to exercise patience.

Bitcoin remains above its lowest potential levels, with the market poised to follow one of two scenarios to establish a true bottom. The first involves a Black Swan event, where a sudden market crash precipitates forced liquidations, effectively removing "new money" from the system; although painful, this could lead to rapid stabilization within one to two months. The second scenario, termed "great boredom," sees institutional investors maintain their positions, resulting in Bitcoin trading within a $60,000 to $80,000 range throughout the year, providing additional time for retail investors to adopt long-term holdings. The development of a definitive institutional bottom is expected to occur gradually, extending into late 2026 or 2027. Market analysts suggest that the structural bottom is still forming, with volatility likely to persist within the $60,000 to $70,000 range, and caution that significant breakout movements should be approached with patience.

HSBC and Standard Chartered will be the first banks to receive stablecoin licenses in Hong Kong. theblock.com

Binance to Expand Monitoring Tag to Include ATA, A2Z, FIO, GTC, NTRN, PHB, QI, RDNT Beginning March 13, 2026

Leading decentralized exchanges by Trading Volume Growth Over the Past 30 Days.

Leading decentralized exchanges by trading volume growth over the past 30 days.

KAT's price has increased by 15% following its listing on Binance.

KAT surges 15% following its listing on Binance.

USA: Q4 GDP growth slowed to 0.7% from 4.4%, while the January PCE Price Index increased 0.3% month-over-month, matching forecasts and down from 0.4%. The year-over-year PCE Price Index rose 2.8%, slightly below forecasts and unchanged from the previous month. Core PCE inflation stood at 3.1% year-over-year, meeting expectations and steady from the prior reading.

US labor market shows increased job openings in January, rising to 6.946 million from 6.452 million in December, according to JOLTS data.

Binance Futures to Delist Multiple Perpetual Contracts in March 2026

Binance Futures will remove several USDⓈ-M and COIN-M perpetual contracts on March 17 and 18, 2026. The exchange did not specify which contracts will be affected.

Cumberland liquidated 23,000 ETH, valued at approximately $50.1 million, through a centralized exchange.