🎤 Trump’s “big speech” — markets not impressed 🤷
Donald Trump previewed his key talking points before addressing the nation: a possible end to the war in 2–3 weeks, threats to strike Iran, dismissal of the Strait of Hormuz importance, and confidence in the US economy.
📢 In the speech:
▪️ Aggressive rhetoric and escalation threats
▪️ Claims that Iran is already “defeated”
▪️ Mixed signals about ongoing negotiations
📉 Market reaction:
▪️ Brent oil → $108
▪️ Gold & silver down
▪️ S&P 500 futures падают
▪️ Bitcoin back below $67K
Bottom line: contradictory statements increased uncertainty and volatility. 🎢
While everyone tries to interpret the narrative, someone is clearly profiting from the chaos. 🤔
Donald Trump previewed his key talking points before addressing the nation: a possible end to the war in 2–3 weeks, threats to strike Iran, dismissal of the Strait of Hormuz importance, and confidence in the US economy.
📢 In the speech:
▪️ Aggressive rhetoric and escalation threats
▪️ Claims that Iran is already “defeated”
▪️ Mixed signals about ongoing negotiations
📉 Market reaction:
▪️ Brent oil → $108
▪️ Gold & silver down
▪️ S&P 500 futures падают
▪️ Bitcoin back below $67K
Bottom line: contradictory statements increased uncertainty and volatility. 🎢
While everyone tries to interpret the narrative, someone is clearly profiting from the chaos. 🤔
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😮 $285M hack hits DeFi
Overnight, an unknown attacker exploited Drift Protocol, draining ~ $285M in various tokens.
💰 Biggest losses:
▪️ $JLP — ~$160M
▪️ USD Coin — ~$71M
🕵️♂️ ZachXBT criticized Circle for a slow response — the hacker reportedly bridged USDC to Ethereum and swapped it before any freeze could happen.
📉 Market reaction was chaotic:
▪️ $DRIFT dropped ~30%
▪️ On Bithumb, it spiked ~180% (KRW pair)
🧩 The situation is still unfolding — no official post-mortem yet. Meanwhile, traders are already turning the chaos into opportunity.
Overnight, an unknown attacker exploited Drift Protocol, draining ~ $285M in various tokens.
💰 Biggest losses:
▪️ $JLP — ~$160M
▪️ USD Coin — ~$71M
🕵️♂️ ZachXBT criticized Circle for a slow response — the hacker reportedly bridged USDC to Ethereum and swapped it before any freeze could happen.
📉 Market reaction was chaotic:
▪️ $DRIFT dropped ~30%
▪️ On Bithumb, it spiked ~180% (KRW pair)
🧩 The situation is still unfolding — no official post-mortem yet. Meanwhile, traders are already turning the chaos into opportunity.
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📊 DEX activity cools down
In March, spot trading volume on decentralized exchanges dropped to $155B — the lowest level since September 2024.
📉 The decline signals weakening on-chain activity and reduced retail participation, following months of market pressure.
⚠️ Lower volumes often mean less liquidity and higher volatility, making price moves less predictable.
🤔 For now, the trend suggests traders are either stepping back or shifting back to centralized platforms — at least until stronger market momentum returns.
In March, spot trading volume on decentralized exchanges dropped to $155B — the lowest level since September 2024.
📉 The decline signals weakening on-chain activity and reduced retail participation, following months of market pressure.
⚠️ Lower volumes often mean less liquidity and higher volatility, making price moves less predictable.
🤔 For now, the trend suggests traders are either stepping back or shifting back to centralized platforms — at least until stronger market momentum returns.
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🅱️ Bitcoin holders are locking in heavy losses
Since October 2025, realized losses on Bitcoin have exceeded $64.2B, according to CryptoQuant. 🧐
📉 This reflects strong selling pressure and capitulation from investors during recent market weakness.
However, in perspective:
▪️ 2021–2022 bear market losses reached $125.2B
🤔 Conclusion: current pain is significant, but still far from previous bear market extremes — suggesting the cycle may not be fully exhausted yet.
Since October 2025, realized losses on Bitcoin have exceeded $64.2B, according to CryptoQuant. 🧐
📉 This reflects strong selling pressure and capitulation from investors during recent market weakness.
However, in perspective:
▪️ 2021–2022 bear market losses reached $125.2B
🤔 Conclusion: current pain is significant, but still far from previous bear market extremes — suggesting the cycle may not be fully exhausted yet.
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📊 Geopolitics heating up during market pause
Due to Easter, US stock markets are closed until April 6 — creating a window where major events could unfold without immediate market reaction.
According to Donald Trump’s logic, this could be the “perfect timing” for a ground operation against Iran.
📊 On Polymarket, odds of a US landing operation in April are already at 67%.
⚠️ However, intelligence sources say Iran still retains:
▪️ ~50% of missile launch systems
▪️ Thousands of drones
▪️ A large arsenal of anti-ship cruise missiles 🤔
Due to Easter, US stock markets are closed until April 6 — creating a window where major events could unfold without immediate market reaction.
According to Donald Trump’s logic, this could be the “perfect timing” for a ground operation against Iran.
📊 On Polymarket, odds of a US landing operation in April are already at 67%.
⚠️ However, intelligence sources say Iran still retains:
▪️ ~50% of missile launch systems
▪️ Thousands of drones
▪️ A large arsenal of anti-ship cruise missiles 🤔
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📉 Public companies are selling Bitcoin
Several firms that previously followed Michael Saylor’s accumulation strategy are now reducing their Bitcoin holdings.
📊 Recent moves:
▪️ Empery Digital sold 370 BTC (~$24.7M), cutting reserves from ~4000 to 2989 BTC
▪️ Genius Group fully exited BTC, selling its last 84 coins to cover debt
▪️ Riot Platforms moved another 500 BTC (~$34M) to exchanges, continuing to fund AI projects
💰 Despite selling, public companies still hold ~1.16M BTC (>5% of supply).
▪️ ~762K BTC is held by MicroStrategy (Strategy), the largest corporate holder
🤔 Trend shift: some players are taking profits or reallocating, while Strategy remains the dominant long-term accumulator.
Several firms that previously followed Michael Saylor’s accumulation strategy are now reducing their Bitcoin holdings.
📊 Recent moves:
▪️ Empery Digital sold 370 BTC (~$24.7M), cutting reserves from ~4000 to 2989 BTC
▪️ Genius Group fully exited BTC, selling its last 84 coins to cover debt
▪️ Riot Platforms moved another 500 BTC (~$34M) to exchanges, continuing to fund AI projects
💰 Despite selling, public companies still hold ~1.16M BTC (>5% of supply).
▪️ ~762K BTC is held by MicroStrategy (Strategy), the largest corporate holder
🤔 Trend shift: some players are taking profits or reallocating, while Strategy remains the dominant long-term accumulator.
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📊 Perp DEX market snapshot
Hyperliquid dominates the perp DEX space with:
▪️ $7B open interest
▪️ $200B monthly volume
▪️ ~54% of total DEX perpetual activity
🚀 The surge is largely driven by oil-related contracts, which spiked amid the conflict involving Iran.
📈 Traders are активно rotating into geopolitical narratives, turning commodities like oil into one of the hottest plays on-chain.
🤔 Takeaway: perp DEX activity is increasingly tied not just to crypto, but to global macro — and right now, war = volume.
Hyperliquid dominates the perp DEX space with:
▪️ $7B open interest
▪️ $200B monthly volume
▪️ ~54% of total DEX perpetual activity
🚀 The surge is largely driven by oil-related contracts, which spiked amid the conflict involving Iran.
📈 Traders are активно rotating into geopolitical narratives, turning commodities like oil into one of the hottest plays on-chain.
🤔 Takeaway: perp DEX activity is increasingly tied not just to crypto, but to global macro — and right now, war = volume.
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📆 Bitcoin halfway to next halving
Hard to believe, but in just ~1,600 blocks (~11 days), Bitcoin will reach the midpoint to the next halving.
🎯 This milestone is expected at block 945,000, according to Glassnode.
⛏️ It means half of the emission cycle since the last halving is already behind us — and historically, this phase often marks a shift in market dynamics.
🤔 With supply tightening over time, attention now turns to how demand will react as the next halving gradually approaches.
Hard to believe, but in just ~1,600 blocks (~11 days), Bitcoin will reach the midpoint to the next halving.
🎯 This milestone is expected at block 945,000, according to Glassnode.
⛏️ It means half of the emission cycle since the last halving is already behind us — and historically, this phase often marks a shift in market dynamics.
🤔 With supply tightening over time, attention now turns to how demand will react as the next halving gradually approaches.
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🇺🇸🇮🇷 US–Iran Tensions: Ceasefire Talks vs New Deadline
Reports suggest the US, Iran, and mediators are discussing a 45-day ceasefire — a potential first step toward ending the conflict. 🧐
At the same time, Donald Trump has issued a new ultimatum: Iran must reopen the Strait of Hormuz, or face possible strikes on its energy infrastructure.
Markets reacted unevenly:
📈Crypto showed optimism — BTC gained ~3% in 24h, trading near $69K
😴Traditional markets remained muted due to extended Easter holidays in the US (stock exchanges closed)
Reports suggest the US, Iran, and mediators are discussing a 45-day ceasefire — a potential first step toward ending the conflict. 🧐
At the same time, Donald Trump has issued a new ultimatum: Iran must reopen the Strait of Hormuz, or face possible strikes on its energy infrastructure.
Markets reacted unevenly:
📈Crypto showed optimism — BTC gained ~3% in 24h, trading near $69K
😴Traditional markets remained muted due to extended Easter holidays in the US (stock exchanges closed)
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Crypto soothsayer
😮 $285M hack hits DeFi Overnight, an unknown attacker exploited Drift Protocol, draining ~ $285M in various tokens. 💰 Biggest losses: ▪️ $JLP — ~$160M ▪️ USD Coin — ~$71M 🕵️♂️ ZachXBT criticized Circle for a slow response — the hacker reportedly bridged…
🇰🇵 Drift Hack: 6 Months of Social Engineering
On April 1, Drift Protocol lost $285M — the largest DeFi hack of 2026. The exploit itself took just 12 minutes.
Behind it: a North Korea-linked group (same actors as the Radiant Capital hack in 2024).
How it happened:
1️⃣ Hackers spent 6 months posing as an algo trading firm
2️⃣ Built trust via conferences & technical discussions
3️⃣ Deposited $1M of their own funds into the platform
4️⃣ Shared “tools” that infected team devices
5️⃣ Gained access to multisig signers from the governance council
Result: They used compromised signatures to execute hidden transactions and take control of the protocol — draining user funds in minutes.
Key takeaway: This wasn’t a code exploit — it was a human exploit. Even top audits don’t protect against social engineering.
On April 1, Drift Protocol lost $285M — the largest DeFi hack of 2026. The exploit itself took just 12 minutes.
Behind it: a North Korea-linked group (same actors as the Radiant Capital hack in 2024).
How it happened:
1️⃣ Hackers spent 6 months posing as an algo trading firm
2️⃣ Built trust via conferences & technical discussions
3️⃣ Deposited $1M of their own funds into the platform
4️⃣ Shared “tools” that infected team devices
5️⃣ Gained access to multisig signers from the governance council
Result: They used compromised signatures to execute hidden transactions and take control of the protocol — draining user funds in minutes.
Key takeaway: This wasn’t a code exploit — it was a human exploit. Even top audits don’t protect against social engineering.
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₿ Strategy Keeps Buying Bitcoin
Strategy (Michael Saylor’s company) continues to accumulate BTC despite market uncertainty. Between March 30 and April 5, they bought 4,871 BTC for ~$329.9M at an average price of $67,718. 💰
In total, the company now holds 766,970 BTC — that’s over 3% of the entire supply. Since 2020, they’ve spent around $58B accumulating Bitcoin, with an average entry near $75,644. 💵
Even though BTC is still below their average cost, Michael Saylor isn’t changing strategy — it’s still all about long-term accumulation.
Strategy (Michael Saylor’s company) continues to accumulate BTC despite market uncertainty. Between March 30 and April 5, they bought 4,871 BTC for ~$329.9M at an average price of $67,718. 💰
In total, the company now holds 766,970 BTC — that’s over 3% of the entire supply. Since 2020, they’ve spent around $58B accumulating Bitcoin, with an average entry near $75,644. 💵
Even though BTC is still below their average cost, Michael Saylor isn’t changing strategy — it’s still all about long-term accumulation.
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🔎 2025 Token Reality Check
Out of 41 tokens listed on exchanges in 2025, only 6 are currently trading above their listing price.
The rest? Deep in the red. 🤷
What went wrong? Projects are rushing to list too early — before building real demand, liquidity, or proper token distribution. As a result, early hype fades fast, and price can’t hold.
Out of 41 tokens listed on exchanges in 2025, only 6 are currently trading above their listing price.
The rest? Deep in the red. 🤷
What went wrong? Projects are rushing to list too early — before building real demand, liquidity, or proper token distribution. As a result, early hype fades fast, and price can’t hold.
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📡 AI Boom Shifts to Infrastructure
Optical networking stocks became one of the biggest winners of the AI hype: 🚀
• Lumentum +1,137%
• Applied Optoelectronics +551%
• Coherent +282%
• Corning +223%
• Fabrinet +176%
For comparison, Nasdaq 100 is up just 38%. 👀
What’s happening? AI stocks look overheated, so investors are rotating into infrastructure — the “picks and shovels” of the AI gold rush.
New focus areas 👇
• Energy (data centers need massive power): Caterpillar, GE Vernova, Cummins
• Cooling (GPU heat is a bottleneck): Vertiv, Trane, Johnson Controls
• Power infra: Eaton, Hubbell, nVent
AI hype isn’t fading — it’s moving deeper into the stack. While many wait for altseason, smart money is already riding real-world infrastructure trends 🫡
Optical networking stocks became one of the biggest winners of the AI hype: 🚀
• Lumentum +1,137%
• Applied Optoelectronics +551%
• Coherent +282%
• Corning +223%
• Fabrinet +176%
For comparison, Nasdaq 100 is up just 38%. 👀
What’s happening? AI stocks look overheated, so investors are rotating into infrastructure — the “picks and shovels” of the AI gold rush.
New focus areas 👇
• Energy (data centers need massive power): Caterpillar, GE Vernova, Cummins
• Cooling (GPU heat is a bottleneck): Vertiv, Trane, Johnson Controls
• Power infra: Eaton, Hubbell, nVent
AI hype isn’t fading — it’s moving deeper into the stack. While many wait for altseason, smart money is already riding real-world infrastructure trends 🫡
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🇰🇭 Cambodia Targets Crypto Scam Industry
Cambodia is stepping up its fight against crypto scams with a new law introducing serious penalties.
Key points:
• Senate unanimously approved the bill (58–0)
• 2–5 years in prison + fines up to $125K
• Penalties double for organized groups or large-scale scams
• Still awaiting final approval from the king
Why it matters? 👀
Cambodia has long been linked to large scam compounds in Southeast Asia, often involving forced labor and crypto fraud. Authorities were previously criticized for weak enforcement.
Cambodia is stepping up its fight against crypto scams with a new law introducing serious penalties.
Key points:
• Senate unanimously approved the bill (58–0)
• 2–5 years in prison + fines up to $125K
• Penalties double for organized groups or large-scale scams
• Still awaiting final approval from the king
Why it matters? 👀
Cambodia has long been linked to large scam compounds in Southeast Asia, often involving forced labor and crypto fraud. Authorities were previously criticized for weak enforcement.
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📉 Web3 Reality Check: Projects Are Dying
Since the start of 2026, 15+ crypto projects have already shut down across multiple sectors.
• DeFi — 5 projects
• Wallets — 4
• GameFi — 2
• AI — 1
• Perp DEX / L2 — 1
• Launchpads — 1
Notable closures include projects in DeFi, wallets, GameFi, and even AI narratives — showing that no sector is safe. 🤷
The market is quietly cleaning up слабые проекты. Hype alone isn’t enough anymore — lack of users, revenue, or product-market fit = shutdown.
Bull market or not, survival in Web3 is getting harder. Focus is shifting from “narratives” → real traction and sustainability. 🤔
Since the start of 2026, 15+ crypto projects have already shut down across multiple sectors.
• DeFi — 5 projects
• Wallets — 4
• GameFi — 2
• AI — 1
• Perp DEX / L2 — 1
• Launchpads — 1
Notable closures include projects in DeFi, wallets, GameFi, and even AI narratives — showing that no sector is safe. 🤷
The market is quietly cleaning up слабые проекты. Hype alone isn’t enough anymore — lack of users, revenue, or product-market fit = shutdown.
Bull market or not, survival in Web3 is getting harder. Focus is shifting from “narratives” → real traction and sustainability. 🤔
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🇳🇬 Nigeria ranks #1 globally in USDT and USDC ownership — ahead of the US, UK, and Singapore!
• 59% of Nigerian crypto users hold USDT
• 48% hold USDC
• India and Brazil follow close behind
Why? In countries with high inflation, stablecoins act as a dollar savings account — no bank needed.
But here’s the catch 👇
Most users can’t actually spend them.
No merchant adoption, no subscriptions, no seamless payments. People hold digital dollars — but must convert back to fiat to use them.
💵 Stablecoins solved “store of value” in emerging markets, but “real-world usage” is still broken.
• 59% of Nigerian crypto users hold USDT
• 48% hold USDC
• India and Brazil follow close behind
Why? In countries with high inflation, stablecoins act as a dollar savings account — no bank needed.
But here’s the catch 👇
Most users can’t actually spend them.
No merchant adoption, no subscriptions, no seamless payments. People hold digital dollars — but must convert back to fiat to use them.
💵 Stablecoins solved “store of value” in emerging markets, but “real-world usage” is still broken.
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