๐ฐ Stablecoins moved $33T in value in 2025, surpassing traditional payment giants
Thatโs $8.2T more than the combined volume processed by Visa and Mastercard.
๐ The data highlights the growing role of stablecoins as a global settlement layer โ increasingly competing with legacy finance in scale and efficiency.
Thatโs $8.2T more than the combined volume processed by Visa and Mastercard.
๐ The data highlights the growing role of stablecoins as a global settlement layer โ increasingly competing with legacy finance in scale and efficiency.
๐4
โผ๏ธ Trump backs off Iran ultimatum
Donald Trump announced a pause in escalation with Iran, claiming โproductive negotiationsโ and delaying planned strikes on energy infrastructure for 5 days. ๐บ๐ธ๐ฎ๐ท
However, Iran denies any talks took place, calling it a step back rather than diplomacy โ leaving the situation highly uncertain.
๐ On the news, Bitcoin jumped from ~$68K to $71K within an hour, but despite the short-term relief rally, uncertainty persists โ and further headlines could trigger sharp volatility in both directions. ๐ง
Donald Trump announced a pause in escalation with Iran, claiming โproductive negotiationsโ and delaying planned strikes on energy infrastructure for 5 days. ๐บ๐ธ๐ฎ๐ท
However, Iran denies any talks took place, calling it a step back rather than diplomacy โ leaving the situation highly uncertain.
๐ On the news, Bitcoin jumped from ~$68K to $71K within an hour, but despite the short-term relief rally, uncertainty persists โ and further headlines could trigger sharp volatility in both directions. ๐ง
๐ฅ6๐ญ1
๐ฐ Strategy doubles down on Bitcoin
Strategy bought 1,031 BTC for $76.6M at an average price of $74,326 per coin.
As of March 22, 2026, their holdings total 762,099 BTC, with an average cost of $75,694 per BTC โ reinforcing their long-term accumulation strategy despite market fluctuations.๐
Strategy bought 1,031 BTC for $76.6M at an average price of $74,326 per coin.
As of March 22, 2026, their holdings total 762,099 BTC, with an average cost of $75,694 per BTC โ reinforcing their long-term accumulation strategy despite market fluctuations.๐
๐4๐1
โจ ETH still attracting smart money
The market is showing signs of life โ over the past 2 days, wallets holding 100โ100K ETH accumulated ~757K ETH, according to Santiment. Looks like confidence in Ethereum isnโt gone yet. ๐
๐ซก Meanwhile, ETH bull Tom Lee claims Ethereum is in the final stage of a โmini crypto winter.โ
His firm BitMine Immersion Technologies keeps buying:
โช๏ธ +65,341 ETH (~$140M) recently
โช๏ธ Total holdings: 4.66M ETH (~$10B) (~3.86% of supply)
โช๏ธ $1.1B cash left for more buys
โช๏ธ 3.14M ETH already staked
โ ๏ธ Catch: despite aggressive accumulation, BitMine sits on ~$7.15B unrealized losses.
The market is showing signs of life โ over the past 2 days, wallets holding 100โ100K ETH accumulated ~757K ETH, according to Santiment. Looks like confidence in Ethereum isnโt gone yet. ๐
๐ซก Meanwhile, ETH bull Tom Lee claims Ethereum is in the final stage of a โmini crypto winter.โ
His firm BitMine Immersion Technologies keeps buying:
โช๏ธ +65,341 ETH (~$140M) recently
โช๏ธ Total holdings: 4.66M ETH (~$10B) (~3.86% of supply)
โช๏ธ $1.1B cash left for more buys
โช๏ธ 3.14M ETH already staked
โ ๏ธ Catch: despite aggressive accumulation, BitMine sits on ~$7.15B unrealized losses.
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๐ Bitcoinโs long-term trend remains intact
The average yearly price of Bitcoin from 2016 to 2025 shows a clear upward trajectory, despite periodic corrections.
๐ Last year marked a record high average price, reinforcing the strength of the long-term bull trend.
๐ While short-term volatility continues, the broader picture still points to steady growth over time.
The average yearly price of Bitcoin from 2016 to 2025 shows a clear upward trajectory, despite periodic corrections.
๐ Last year marked a record high average price, reinforcing the strength of the long-term bull trend.
๐ While short-term volatility continues, the broader picture still points to steady growth over time.
๐3
๐ TradFi trading on Binance is booming
According to CryptoQuant, trading activity of traditional assets on Binance is rapidly gaining traction just months after launch.
๐ Key stats:
โช๏ธ Total volume has surpassed $153B
โช๏ธ leaders โ Gold (~$3.77B) and Silver (~$3.75B)
โช๏ธ Over 6M trades daily
โฑ๏ธ And all this in just ~2 months since launch.
The line between crypto and traditional finance keeps blurring โ users are increasingly trading real-world assets directly on crypto platforms.
According to CryptoQuant, trading activity of traditional assets on Binance is rapidly gaining traction just months after launch.
๐ Key stats:
โช๏ธ Total volume has surpassed $153B
โช๏ธ leaders โ Gold (~$3.77B) and Silver (~$3.75B)
โช๏ธ Over 6M trades daily
โฑ๏ธ And all this in just ~2 months since launch.
The line between crypto and traditional finance keeps blurring โ users are increasingly trading real-world assets directly on crypto platforms.
๐3
๐ Markets breatheโฆ maybe too early
Reports of a 15-point US ceasefire plan with Iran sparked a risk-on reaction across markets.
๐ Reaction:
โช๏ธ Oil dropped below $100
โช๏ธ Bitcoin moved back above $70K
โช๏ธ Investors began pricing in rapid de-escalation
The twist? There are almost no concrete details โ just headlines were enough to restore risk appetite.
๐ Arthur Hayes remains skeptical, warning that markets may be getting ahead of themselves and overpricing optimism.
๐ This looks like a headline-driven rally โ and without real progress, sentiment can reverse just as quickly.
Reports of a 15-point US ceasefire plan with Iran sparked a risk-on reaction across markets.
๐ Reaction:
โช๏ธ Oil dropped below $100
โช๏ธ Bitcoin moved back above $70K
โช๏ธ Investors began pricing in rapid de-escalation
The twist? There are almost no concrete details โ just headlines were enough to restore risk appetite.
๐ Arthur Hayes remains skeptical, warning that markets may be getting ahead of themselves and overpricing optimism.
๐ This looks like a headline-driven rally โ and without real progress, sentiment can reverse just as quickly.
๐3๐1
๐ โLostโ Bitcoin wallet cracked after years
Irish authorities have gained access to a Bitcoin wallet once thought permanently lost, seizing 500 BTC (~$35M) linked to convicted drug dealer Clifton Collins. ๐๐
The wallet was part of a larger stash (~6,000 BTC) confiscated years ago, with private keys believed gone forever. However, Irelandโs Criminal Assets Bureau, with support from Europol, managed to recover access.
๐ Notably, the recovered funds were moved to Coinbase โ signaling active control.
Irish authorities have gained access to a Bitcoin wallet once thought permanently lost, seizing 500 BTC (~$35M) linked to convicted drug dealer Clifton Collins. ๐๐
The wallet was part of a larger stash (~6,000 BTC) confiscated years ago, with private keys believed gone forever. However, Irelandโs Criminal Assets Bureau, with support from Europol, managed to recover access.
๐ Notably, the recovered funds were moved to Coinbase โ signaling active control.
๐พ3
๐ Bitcoin vs Gold: momentum shifts again
The price of Bitcoin relative to Gold has surged ~30% since early March, reaching around 16 ounces per BTC โ the first potential growth phase in 8 months.
๐ The move is driven largely by goldโs weakness: the metal is experiencing one of its longest losing streaks ever, down ~13% this month โ a drop not seen since 2008.
๐ Historically:
โช๏ธ 2017: ~16 oz per BTC (cycle peak)
โช๏ธ 2021: attempts above 35 oz
โช๏ธ 2024: briefly broke 40 oz
โช๏ธ 2025: steady decline from ~36 oz
โ ๏ธ BTC is regaining strength vs gold, but this rally is as much about goldโs ะฟะฐะดะตะฝะธะต as it is about crypto strength โ a reminder that relative performance matters.
The price of Bitcoin relative to Gold has surged ~30% since early March, reaching around 16 ounces per BTC โ the first potential growth phase in 8 months.
๐ The move is driven largely by goldโs weakness: the metal is experiencing one of its longest losing streaks ever, down ~13% this month โ a drop not seen since 2008.
๐ Historically:
โช๏ธ 2017: ~16 oz per BTC (cycle peak)
โช๏ธ 2021: attempts above 35 oz
โช๏ธ 2024: briefly broke 40 oz
โช๏ธ 2025: steady decline from ~36 oz
โ ๏ธ BTC is regaining strength vs gold, but this rally is as much about goldโs ะฟะฐะดะตะฝะธะต as it is about crypto strength โ a reminder that relative performance matters.
๐4
๐ Record day for Hyperliquid
The platform just hit a new all-time high with $5.4B in daily trading volume, driven by a surge of interest in macro assets like Oil, Gold, and Silver. ๐ข
Whatโs interesting is how Hyperliquid is positioning itself โ not just as a crypto venue, but as a hybrid space where traders speculate on global narratives through derivatives. ๐
As volatility in traditional markets rises, users are increasingly turning to on-chain platforms to trade macro moves in real time. ๐ง
In short: crypto-native infrastructure is quietly absorbing flows that once belonged to traditional trading desks.
The platform just hit a new all-time high with $5.4B in daily trading volume, driven by a surge of interest in macro assets like Oil, Gold, and Silver. ๐ข
Whatโs interesting is how Hyperliquid is positioning itself โ not just as a crypto venue, but as a hybrid space where traders speculate on global narratives through derivatives. ๐
As volatility in traditional markets rises, users are increasingly turning to on-chain platforms to trade macro moves in real time. ๐ง
In short: crypto-native infrastructure is quietly absorbing flows that once belonged to traditional trading desks.
๐4
๐คจ โSatoshi-era whale sold everythingโ?
Crypto Twitter is actively pushing claims that an early Bitcoin whale dumped 12,000 BTC (~$850M) after 15 years of holding. ๐ณ๐
๐ So far, thereโs no solid proof of an actual sale:
โช๏ธ No confirmed exchange inflows
โช๏ธ No verified wallet data
โช๏ธ Mostly based on screenshots and assumptions
Crypto Twitter is actively pushing claims that an early Bitcoin whale dumped 12,000 BTC (~$850M) after 15 years of holding. ๐ณ๐
๐ So far, thereโs no solid proof of an actual sale:
โช๏ธ No confirmed exchange inflows
โช๏ธ No verified wallet data
โช๏ธ Mostly based on screenshots and assumptions
๐2๐1
๐ Non-USD stablecoins are booming
Transfers in non-dollar stablecoins have surged +1600% since 2023, growing from $600M to $10B, according to a report by Visa and Dune.
๐ Key trends:
โช๏ธ Total supply reached $1.1B
โช๏ธ Active senders ะฒััะพัะปะธ from 6K โ 135K
โช๏ธ Over 1.2M addresses now hold these assets
๐ก Unlike USDT or USDC, which dominate DeFi, local stablecoins are increasingly used for cross-border payments and B2B settlements โ acting as real โoperational money.โ
๐ช๐บ Leader โ euro stablecoins (like EURC), making up 80%+ of market cap and ~85% of transfer volume. Brazil (BRL) and Asian currencies are also gaining traction.
Transfers in non-dollar stablecoins have surged +1600% since 2023, growing from $600M to $10B, according to a report by Visa and Dune.
๐ Key trends:
โช๏ธ Total supply reached $1.1B
โช๏ธ Active senders ะฒััะพัะปะธ from 6K โ 135K
โช๏ธ Over 1.2M addresses now hold these assets
๐ก Unlike USDT or USDC, which dominate DeFi, local stablecoins are increasingly used for cross-border payments and B2B settlements โ acting as real โoperational money.โ
๐ช๐บ Leader โ euro stablecoins (like EURC), making up 80%+ of market cap and ~85% of transfer volume. Brazil (BRL) and Asian currencies are also gaining traction.
๐4
๐ฑ Why altcoins arenโt pumping
After the collapse of FTX and the arrest of Sam Bankman-Fried, bankruptcy managers began liquidating assets โ including large amounts of locked tokens.
To do this, they introduced a workaround: selling rights to future token unlocks.
๐ The scheme:
โช๏ธ Funds bought locked tokens (e.g. Solana) at deep discounts
โช๏ธ Hedged via futures
โช๏ธ Earned yield from staking
Result? 70โ80% annual returns with minimal risk, while projects got instant liquidity.
๐ก According to Willy Woo, this model spread across the market โ creating constant sell pressure from unlocks.
โ ๏ธ Takeaway: altcoins struggle not because of weak demand, but due to structural selling. In this setup, insiders have the edge โ for everyone else, it starts to look like a casino. ๐ฐ
After the collapse of FTX and the arrest of Sam Bankman-Fried, bankruptcy managers began liquidating assets โ including large amounts of locked tokens.
To do this, they introduced a workaround: selling rights to future token unlocks.
๐ The scheme:
โช๏ธ Funds bought locked tokens (e.g. Solana) at deep discounts
โช๏ธ Hedged via futures
โช๏ธ Earned yield from staking
Result? 70โ80% annual returns with minimal risk, while projects got instant liquidity.
๐ก According to Willy Woo, this model spread across the market โ creating constant sell pressure from unlocks.
โ ๏ธ Takeaway: altcoins struggle not because of weak demand, but due to structural selling. In this setup, insiders have the edge โ for everyone else, it starts to look like a casino. ๐ฐ
๐3๐3
๐ Markets shaken by Trumpโs Iran statements
๐ Bitcoin dropped to $68K following a series of aggressive and contradictory remarks from Donald Trump and his team on the Iran conflict.
๐ Key points:
โช๏ธ Trump claims Iran is close to a deal, but also threatens continued military pressure
โช๏ธ Says energy prices will fall, conflict will end soon
โช๏ธ US officials confirm a 15-point plan, but no agreement yet
โช๏ธ Iran responds with its own demands, including compensation and full ceasefire
โ ๏ธ Reality check: despite โprogressโ rhetoric, both sides remain far apart, and no concrete ะฟะตัะตะณะพะฒะพัั are confirmed.
๐ Markets reacted to uncertainty:
โช๏ธ BTC dipped on mixed signals
โช๏ธ Oil and macro sentiment remain volatile
โ ๏ธ Takeaway: this is a headline-driven environment โ conflicting narratives = higher volatility, with no clear resolution in sight yet.
๐ Bitcoin dropped to $68K following a series of aggressive and contradictory remarks from Donald Trump and his team on the Iran conflict.
๐ Key points:
โช๏ธ Trump claims Iran is close to a deal, but also threatens continued military pressure
โช๏ธ Says energy prices will fall, conflict will end soon
โช๏ธ US officials confirm a 15-point plan, but no agreement yet
โช๏ธ Iran responds with its own demands, including compensation and full ceasefire
โ ๏ธ Reality check: despite โprogressโ rhetoric, both sides remain far apart, and no concrete ะฟะตัะตะณะพะฒะพัั are confirmed.
๐ Markets reacted to uncertainty:
โช๏ธ BTC dipped on mixed signals
โช๏ธ Oil and macro sentiment remain volatile
โ ๏ธ Takeaway: this is a headline-driven environment โ conflicting narratives = higher volatility, with no clear resolution in sight yet.
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๐ง๐น Bhutan reduces Bitcoin reserves
Since early 2026, Bhutan has moved around $150M worth of Bitcoin from its reserves, with 1,000+ BTC sent to exchanges in March alone.
๐ As a result, the country dropped from a top-3 state holder to 7th place, with current holdings down to ~4,450 BTC.
๐ก The moves suggest partial profit-taking or portfolio rebalancing amid market volatility.
Since early 2026, Bhutan has moved around $150M worth of Bitcoin from its reserves, with 1,000+ BTC sent to exchanges in March alone.
๐ As a result, the country dropped from a top-3 state holder to 7th place, with current holdings down to ~4,450 BTC.
๐ก The moves suggest partial profit-taking or portfolio rebalancing amid market volatility.
๐3
๐ Bitcoin vs geopolitics: same story again?
Historically, Bitcoin tends to outperform traditional assets during geopolitical tensions, acting as a hedge when uncertainty rises. ๐
The conflict involving Iran is still ongoing, but so far the pattern seems familiar โ despite short-term volatility.
๐ Even with yesterdayโs dip, the broader narrative remains intact: BTC often recovers faster and attracts capital during global instability.
If history repeats, temporary drops may not break the trend โ but in this market, nothing is guaranteed.
Historically, Bitcoin tends to outperform traditional assets during geopolitical tensions, acting as a hedge when uncertainty rises. ๐
The conflict involving Iran is still ongoing, but so far the pattern seems familiar โ despite short-term volatility.
๐ Even with yesterdayโs dip, the broader narrative remains intact: BTC often recovers faster and attracts capital during global instability.
If history repeats, temporary drops may not break the trend โ but in this market, nothing is guaranteed.
๐5
๐บ๐ธ End of the โcrypto czarโ era
David Sacks is stepping down from his informal role as the US โcrypto czar,โ calling it a technical end of term, not a full exit. Heโs moving to the Presidential Council on Science and Technology (PCAST), where heโll likely keep influencing cryptopolicy.
๐ His track record is mixed:
โช๏ธ Hosted a White House crypto summit
โช๏ธ Helped establish a strategic Bitcoin reserve
โช๏ธ Pushed forward stablecoin regulation (GENIUS Act)
โ๏ธ But the key goal โ clear, unified crypto market rules in the US โ remains unfinished, with major legislation stalled in the Senate.
So Sacks leaves not after completing ัะตัะพัะผ, but with a partially built crypto framework still in progress. ๐คท
David Sacks is stepping down from his informal role as the US โcrypto czar,โ calling it a technical end of term, not a full exit. Heโs moving to the Presidential Council on Science and Technology (PCAST), where heโll likely keep influencing cryptopolicy.
๐ His track record is mixed:
โช๏ธ Hosted a White House crypto summit
โช๏ธ Helped establish a strategic Bitcoin reserve
โช๏ธ Pushed forward stablecoin regulation (GENIUS Act)
โ๏ธ But the key goal โ clear, unified crypto market rules in the US โ remains unfinished, with major legislation stalled in the Senate.
So Sacks leaves not after completing ัะตัะพัะผ, but with a partially built crypto framework still in progress. ๐คท
๐2๐ซก2๐คทโโ1
๐ต Tether moves toward full audit
Tether has reportedly selected KPMG to conduct its first full audit of USDT reserves, while PwC will help prepare internal processes.
๐ This is a major step beyond regular reserve reports โ aiming for a complete independent verification of USDT backing.
๐ก The move comes as Tether expands its presence in the US and tries to address one of the marketโs oldest concerns: transparency of reserves.
If completed, a full audit by a Big Four firm could significantly strengthen trust in USDT โ and reshape the narrative around stablecoin reliability.
Tether has reportedly selected KPMG to conduct its first full audit of USDT reserves, while PwC will help prepare internal processes.
๐ This is a major step beyond regular reserve reports โ aiming for a complete independent verification of USDT backing.
๐ก The move comes as Tether expands its presence in the US and tries to address one of the marketโs oldest concerns: transparency of reserves.
If completed, a full audit by a Big Four firm could significantly strengthen trust in USDT โ and reshape the narrative around stablecoin reliability.
๐3๐
1
๐ฐ Justin Sunโs crypto fortune revealed
๐ Arkham estimates the net worth of Justin Sun at $1.4B+, officially placing him in the crypto billionaire club.
๐ Breakdown of holdings:
โช๏ธ ~$527M in TRON
โช๏ธ ~$299M in stETH
โช๏ธ ~$265M in Bitcoin
๐ก The data highlights Sunโs heavy exposure to his own ecosystem (TRX), alongside major positions in ETH-related assets and BTC.
๐ Arkham estimates the net worth of Justin Sun at $1.4B+, officially placing him in the crypto billionaire club.
๐ Breakdown of holdings:
โช๏ธ ~$527M in TRON
โช๏ธ ~$299M in stETH
โช๏ธ ~$265M in Bitcoin
๐ก The data highlights Sunโs heavy exposure to his own ecosystem (TRX), alongside major positions in ETH-related assets and BTC.
๐ฅ3๐1
๐ Friday dรฉjร vu for Bitcoin
Bitcoin is once again slipping into the weekend, as markets price in potential geopolitical escalation. ๐
The price is now testing the lower bound of its ascending channel held since February. If this level breaks, the next likely zone sits around $60K ๐ป
Whatโs driving the nerves:
โช๏ธ Donald Trump signals progress with Iran and extends a deadline
โช๏ธ Then reports emerge about possible deployment of 10,000 US troops to the region
๐ณ Result: optimism fades fast, volatility returns.
Bitcoin is once again slipping into the weekend, as markets price in potential geopolitical escalation. ๐
The price is now testing the lower bound of its ascending channel held since February. If this level breaks, the next likely zone sits around $60K ๐ป
Whatโs driving the nerves:
โช๏ธ Donald Trump signals progress with Iran and extends a deadline
โช๏ธ Then reports emerge about possible deployment of 10,000 US troops to the region
๐ณ Result: optimism fades fast, volatility returns.
๐2๐2
๐ Trumpโs mixed signals move markets
Donald Trump made contradictory statements on Iran โ from suggesting a potential seizure of key oil infrastructure to claiming Tehran is ready to accept most of a US peace plan and even increase oil shipments.
๐ Markets chose optimism:
โช๏ธ S&P 500 futures +1%
โช๏ธ Bitcoin back above $67K
๐ข Adding to the confusion, the US also allowed a Russian oil tanker to reach Cuba, easing pressure on the islandโs energy supply.
๐ Narrative flips fast: threats on one hand, diplomacy on the other.
โ ๏ธ Takeaway: markets are currently pricing in de-escalation โ but with such mixed messaging, sentiment can reverse just as quickly.
Donald Trump made contradictory statements on Iran โ from suggesting a potential seizure of key oil infrastructure to claiming Tehran is ready to accept most of a US peace plan and even increase oil shipments.
๐ Markets chose optimism:
โช๏ธ S&P 500 futures +1%
โช๏ธ Bitcoin back above $67K
๐ข Adding to the confusion, the US also allowed a Russian oil tanker to reach Cuba, easing pressure on the islandโs energy supply.
๐ Narrative flips fast: threats on one hand, diplomacy on the other.
โ ๏ธ Takeaway: markets are currently pricing in de-escalation โ but with such mixed messaging, sentiment can reverse just as quickly.
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