▫️AI adoption accelerates as costs decline
▪️Falling training costs for neural networks are making the technology more accessible, while rising demand is driving the need for large-scale investment in computing infrastructure, according to ARK Invest analysts. By 2030, global spending on AI infrastructure could approach $1.5 trillion, reflecting the rapid expansion of the sector.
▪️Training costs are decreasing by about 75% annually, and can drop by up to 95% when using more efficient models. At the same time, global investment in server systems has accelerated from 5% annual growth before 2022 to around 30% over the past three years. AI adoption is also happening twice as fast as the internet did, reaching 20% penetration in just three years.
▪️Falling training costs for neural networks are making the technology more accessible, while rising demand is driving the need for large-scale investment in computing infrastructure, according to ARK Invest analysts. By 2030, global spending on AI infrastructure could approach $1.5 trillion, reflecting the rapid expansion of the sector.
▪️Training costs are decreasing by about 75% annually, and can drop by up to 95% when using more efficient models. At the same time, global investment in server systems has accelerated from 5% annual growth before 2022 to around 30% over the past three years. AI adoption is also happening twice as fast as the internet did, reaching 20% penetration in just three years.
▫️Tether audit concerns impact Circle shares
▪️The audit of Tether has been cited as one of the factors behind the correction in Circle’s shares, although the main driver of the 20% drop in CRCL was a growing consensus among U.S. lawmakers and bankers to отказаться от выплаты дохода за хранение стейблкоинов в рамках законопроекта Clarity Act.
▪️One of the reasons behind the potential audit of Tether’s reserves by a Big Four firm may be stalled negotiations to raise $20 billion. According to Bloomberg, some investors and bankers have been pushing for greater financial transparency throughout the fundraising process, although part of the investor base remains willing to support Tether even without a formal audit.
▪️The audit of Tether has been cited as one of the factors behind the correction in Circle’s shares, although the main driver of the 20% drop in CRCL was a growing consensus among U.S. lawmakers and bankers to отказаться от выплаты дохода за хранение стейблкоинов в рамках законопроекта Clarity Act.
▪️One of the reasons behind the potential audit of Tether’s reserves by a Big Four firm may be stalled negotiations to raise $20 billion. According to Bloomberg, some investors and bankers have been pushing for greater financial transparency throughout the fundraising process, although part of the investor base remains willing to support Tether even without a formal audit.
▫️Bitcoin experiences blockchain reorganization
▪️A blockchain reorganization occurred in Bitcoin affecting blocks following #941880. Mining pool AntPool initially mined block #941881, which was then followed by a block from ViaBTC.
▪️At the same time, the largest mining pool Foundry mined its own version of block #941881 and continued to produce seven consecutive blocks. Ultimately, the Foundry chain was accepted as the valid one, replacing the competing sequence.
▪️A blockchain reorganization occurred in Bitcoin affecting blocks following #941880. Mining pool AntPool initially mined block #941881, which was then followed by a block from ViaBTC.
▪️At the same time, the largest mining pool Foundry mined its own version of block #941881 and continued to produce seven consecutive blocks. Ultimately, the Foundry chain was accepted as the valid one, replacing the competing sequence.
▫️Ethereum whales signal potential rebound
▪️The unrealized profit ratio of Ethereum whales holding more than 100,000 ETH has moved above zero, signaling a possible price rebound, according to analyst CW. He noted that loss zones for large holders typically lie at the bottom of the trend line, and when whales return to profitability, it often marks the beginning of an upward move.
▪️Historically, once this group of investors re-enters the break-even zone, ETH has risen by an average of 25% within three months. After six months, gains have reached around 50%, and over a year, up to 300%. Another user, Sky, pointed out that the current price near $2,000 represents the highest trading volume level, suggesting that a reversal could occur at this point.
▪️The unrealized profit ratio of Ethereum whales holding more than 100,000 ETH has moved above zero, signaling a possible price rebound, according to analyst CW. He noted that loss zones for large holders typically lie at the bottom of the trend line, and when whales return to profitability, it often marks the beginning of an upward move.
▪️Historically, once this group of investors re-enters the break-even zone, ETH has risen by an average of 25% within three months. After six months, gains have reached around 50%, and over a year, up to 300%. Another user, Sky, pointed out that the current price near $2,000 represents the highest trading volume level, suggesting that a reversal could occur at this point.
▫️Crypto ETFs record outflows after four weeks of inflows
▪️Cryptocurrency ETF funds ended a four-week streak of inflows, recording $414 million in outflows between March 23 and March 27. The shift reflects a change in investor sentiment after a period of steady capital inflows into the sector.
▪️The outflows were driven by concerns over potential escalation in the Middle East and rising inflation risks as expectations of a Federal Reserve rate hike increased. Ethereum-based ETFs saw higher outflows than Bitcoin funds, with $221 million withdrawn compared to $194 million.
▪️Cryptocurrency ETF funds ended a four-week streak of inflows, recording $414 million in outflows between March 23 and March 27. The shift reflects a change in investor sentiment after a period of steady capital inflows into the sector.
▪️The outflows were driven by concerns over potential escalation in the Middle East and rising inflation risks as expectations of a Federal Reserve rate hike increased. Ethereum-based ETFs saw higher outflows than Bitcoin funds, with $221 million withdrawn compared to $194 million.
▫️Crypto market faces pressure amid volatility
▪️The cryptocurrency market is suffering from high volatility in traditional financial markets, with altcoins experiencing the greatest pressure. In the current cycle, they have not faced such a downturn before, as more than 40% of projects have approached or reached their all-time lows.
▪️At the same time, analysts at QCP Capital remain optimistic, noting that high oil prices continue to fuel inflationary pressure on the global economy, which could position cryptocurrencies as an alternative store of value. However, weak sentiment among both retail and institutional investors remains a key issue. A clear pattern has also emerged, with corrections often occurring closer to the weekend due to margin position closures, followed by recovery at the start of the new trading week.
▪️The cryptocurrency market is suffering from high volatility in traditional financial markets, with altcoins experiencing the greatest pressure. In the current cycle, they have not faced such a downturn before, as more than 40% of projects have approached or reached their all-time lows.
▪️At the same time, analysts at QCP Capital remain optimistic, noting that high oil prices continue to fuel inflationary pressure on the global economy, which could position cryptocurrencies as an alternative store of value. However, weak sentiment among both retail and institutional investors remains a key issue. A clear pattern has also emerged, with corrections often occurring closer to the weekend due to margin position closures, followed by recovery at the start of the new trading week.
▫️Aave launches version 4 on Ethereum
▪️The Aave team has launched the fourth version of its protocol on the Ethereum mainnet. The key innovation of the update is the Hub and Spoke architecture, where assets are now stored in central Liquidity Hubs connected to multiple Spokes with their own collateral rules, risk parameters, and liquidation mechanisms.
▪️To improve user experience, the team also introduced a free interface called Aave Pro. At launch, the application includes three hubs: Core Hub as the platform’s main market, Prime Hub designed for suppliers with stricter collateral requirements, and Plus Hub focused on stablecoin-based trading strategies.
▪️The Aave team has launched the fourth version of its protocol on the Ethereum mainnet. The key innovation of the update is the Hub and Spoke architecture, where assets are now stored in central Liquidity Hubs connected to multiple Spokes with their own collateral rules, risk parameters, and liquidation mechanisms.
▪️To improve user experience, the team also introduced a free interface called Aave Pro. At launch, the application includes three hubs: Core Hub as the platform’s main market, Prime Hub designed for suppliers with stricter collateral requirements, and Plus Hub focused on stablecoin-based trading strategies.
▫️Bitcoin fractal signals potential drop
▪️Amid the overall decline in market sentiment, a new Bitcoin fractal is gaining traction online, suggesting a possible price drop into the $30,000–$40,000 range.
▪️If the fractal plays out, it could signal a deeper correction phase for Bitcoin, reflecting continued uncertainty and bearish pressure in the current market environment.
▪️Amid the overall decline in market sentiment, a new Bitcoin fractal is gaining traction online, suggesting a possible price drop into the $30,000–$40,000 range.
▪️If the fractal plays out, it could signal a deeper correction phase for Bitcoin, reflecting continued uncertainty and bearish pressure in the current market environment.
▫️Aster launches its own layer-1 network
▪️DEX Aster from the BNB Chain ecosystem has launched its own Layer-1 network called Aster Chain. The network integrates zero-knowledge proof technology and stealth addresses, enabling accounts with default privacy and selective disclosure of information.
▪️Aster plans to introduce staking within the next week and expand its developer incentive program. Over the past 24 hours, trading volume on the platform reached $2.3 billion, while at its peak the exchange recorded nearly $18 billion in daily volume.
▪️DEX Aster from the BNB Chain ecosystem has launched its own Layer-1 network called Aster Chain. The network integrates zero-knowledge proof technology and stealth addresses, enabling accounts with default privacy and selective disclosure of information.
▪️Aster plans to introduce staking within the next week and expand its developer incentive program. Over the past 24 hours, trading volume on the platform reached $2.3 billion, while at its peak the exchange recorded nearly $18 billion in daily volume.
▫️USDC overtakes USDT in stablecoin dominance
▪️USDT has lost its status as the dominant stablecoin, with USDC accounting for over 50% of transaction volume consistently since the beginning of 2026. This shift highlights a significant change in user preference within the stablecoin market.
▪️The trend has also impacted the blockchains supporting stablecoin payments. According to Visa data, Solana became the leading network for stablecoins last month, surpassing TRON and Ethereum. So far this month, Ethereum has taken the top position, followed by Solana and TRON respectively.
▪️USDT has lost its status as the dominant stablecoin, with USDC accounting for over 50% of transaction volume consistently since the beginning of 2026. This shift highlights a significant change in user preference within the stablecoin market.
▪️The trend has also impacted the blockchains supporting stablecoin payments. According to Visa data, Solana became the leading network for stablecoins last month, surpassing TRON and Ethereum. So far this month, Ethereum has taken the top position, followed by Solana and TRON respectively.
▫️Changes reshape the crypto top 10
▪️The cryptocurrency top 10 has seen another reshuffle, with XRP surpassing BNB in market rankings. This shift reflects changing market dynamics and investor interest among leading digital assets.
▪️At the same time, HYPE has entered the top 10, pushing ADA out of the list. The update highlights increasing competition among major cryptocurrencies and the rapid rise of emerging projects.
▪️The cryptocurrency top 10 has seen another reshuffle, with XRP surpassing BNB in market rankings. This shift reflects changing market dynamics and investor interest among leading digital assets.
▪️At the same time, HYPE has entered the top 10, pushing ADA out of the list. The update highlights increasing competition among major cryptocurrencies and the rapid rise of emerging projects.
▫️Whale activity signals potential market bottom
▪️The share of whale holdings on exchanges has reached a six-year high, which analysts interpret as a sign that the market may be approaching a bottom. Such behavior often indicates accumulation or strategic positioning by large players.
▪️Over the past 30 days, users have withdrawn more than 32,060 BTC from crypto exchanges, reducing exchange balances to multi-year lows. At the same time, CryptoQuant reports a predominance of positive sentiment, suggesting growing confidence among market participants.
▪️The share of whale holdings on exchanges has reached a six-year high, which analysts interpret as a sign that the market may be approaching a bottom. Such behavior often indicates accumulation or strategic positioning by large players.
▪️Over the past 30 days, users have withdrawn more than 32,060 BTC from crypto exchanges, reducing exchange balances to multi-year lows. At the same time, CryptoQuant reports a predominance of positive sentiment, suggesting growing confidence among market participants.
▫️AI hosting outpaces bitcoin mining profitability
▪️AI hosting is generating nearly eight times more revenue for Bitcoin miners compared to traditional mining, with earnings per megawatt ranging from $200–500 versus $57–129 for mining the digital asset. This shift highlights a growing incentive for miners to redirect resources toward AI infrastructure.
▪️Trader Ran Neuner warned that Bitcoin could face further outflows amid a 14.5% decline in hashrate from its October peak. However, Blockstream CEO Adam Back dismissed these concerns, noting that if miners exit the market, mining difficulty will adjust and profitability will stabilize. Analyst Willy Woo also emphasized that Bitcoin’s difficulty adjustment mechanism remains a fundamental pillar of the network’s resilience, a view shared by many Bitcoin proponents.
▪️AI hosting is generating nearly eight times more revenue for Bitcoin miners compared to traditional mining, with earnings per megawatt ranging from $200–500 versus $57–129 for mining the digital asset. This shift highlights a growing incentive for miners to redirect resources toward AI infrastructure.
▪️Trader Ran Neuner warned that Bitcoin could face further outflows amid a 14.5% decline in hashrate from its October peak. However, Blockstream CEO Adam Back dismissed these concerns, noting that if miners exit the market, mining difficulty will adjust and profitability will stabilize. Analyst Willy Woo also emphasized that Bitcoin’s difficulty adjustment mechanism remains a fundamental pillar of the network’s resilience, a view shared by many Bitcoin proponents.
▫️Bitcoin whales accumulate as retail buys the dip
▪️Large Bitcoin holders with balances between 10 and 10,000 BTC have resumed accumulating the asset, potentially signaling a positive shift in the price trend. This behavior is often seen as a sign of growing confidence among more experienced market participants.
▪️At the same time, retail traders remain highly active, aggressively buying dips despite ongoing uncertainty. According to Santiment analysts, this combination of whale accumulation and strong retail demand reflects a complex but potentially bullish market setup.
▪️Large Bitcoin holders with balances between 10 and 10,000 BTC have resumed accumulating the asset, potentially signaling a positive shift in the price trend. This behavior is often seen as a sign of growing confidence among more experienced market participants.
▪️At the same time, retail traders remain highly active, aggressively buying dips despite ongoing uncertainty. According to Santiment analysts, this combination of whale accumulation and strong retail demand reflects a complex but potentially bullish market setup.
▫️Bitcoin cycle duration continues to shorten
▪️Bitcoin’s current correction has lasted only 159 days since reaching a peak above $126,000 in October 2025. Historically, it has taken significantly longer for the leading cryptocurrency to reach a new all-time high in each cycle, as noted by CryptoQuant analyst Darkfost.
▪️According to his observations, the time to a new ATH was 1,180 days in 2017, 1,093 days in 2021, and 849 days in 2025. Based on the latest figure, the next peak could occur around early February 2028, although Darkfost noted that cycle durations are clearly becoming shorter.
▪️Bitcoin’s current correction has lasted only 159 days since reaching a peak above $126,000 in October 2025. Historically, it has taken significantly longer for the leading cryptocurrency to reach a new all-time high in each cycle, as noted by CryptoQuant analyst Darkfost.
▪️According to his observations, the time to a new ATH was 1,180 days in 2017, 1,093 days in 2021, and 849 days in 2025. Based on the latest figure, the next peak could occur around early February 2028, although Darkfost noted that cycle durations are clearly becoming shorter.
📍Triangular arbitrage
▪️Triangular arbitrage exploits price inconsistencies between multiple trading pairs within a single exchange or ecosystem. The strategy involves a sequence of exchanges between three assets - for example, a stablecoin, a major cryptocurrency, and an altcoin. If, after completing the full loop, you end up with more of the original asset than you started with, that is arbitrage profit.
▪️These opportunities arise due to delays in quote updates across trading pairs, differences in liquidity, or bursts of trading activity. Triangular arbitrage requires high execution speed and extremely precise fee calculations - even small costs can turn a seemingly profitable trade into a loss.
▪️Triangular arbitrage exploits price inconsistencies between multiple trading pairs within a single exchange or ecosystem. The strategy involves a sequence of exchanges between three assets - for example, a stablecoin, a major cryptocurrency, and an altcoin. If, after completing the full loop, you end up with more of the original asset than you started with, that is arbitrage profit.
▪️These opportunities arise due to delays in quote updates across trading pairs, differences in liquidity, or bursts of trading activity. Triangular arbitrage requires high execution speed and extremely precise fee calculations - even small costs can turn a seemingly profitable trade into a loss.
▫️Solana token holding time drops sharply
▪️The average holding time of tokens on the Solana network has fallen to just 58 seconds in 2026. This marks a dramatic shift in user behavior, reflecting the growing dominance of ultra-short-term trading activity.
▪️For comparison, the average holding time was around one day in 2024, but dropped sharply to 100 seconds in 2025 amid an oversupply of projects. The trend highlights increasing speculation and rapid turnover within the ecosystem.
▪️The average holding time of tokens on the Solana network has fallen to just 58 seconds in 2026. This marks a dramatic shift in user behavior, reflecting the growing dominance of ultra-short-term trading activity.
▪️For comparison, the average holding time was around one day in 2024, but dropped sharply to 100 seconds in 2025 amid an oversupply of projects. The trend highlights increasing speculation and rapid turnover within the ecosystem.
▫️Bitcoin ends losing streak with modest gains
▪️Bitcoin broke a five-month streak of losses by closing March with a gain of around 2%. The recovery suggests a temporary improvement in market sentiment after a prolonged period of decline.
▪️However, on a quarterly basis, the leading cryptocurrency fell by 22.2%, marking its worst start to a year in the past eight years. This highlights the broader weakness still present in the market despite the short-term rebound.
▪️Bitcoin broke a five-month streak of losses by closing March with a gain of around 2%. The recovery suggests a temporary improvement in market sentiment after a prolonged period of decline.
▪️However, on a quarterly basis, the leading cryptocurrency fell by 22.2%, marking its worst start to a year in the past eight years. This highlights the broader weakness still present in the market despite the short-term rebound.
▫️Bitcoin drawdown reflects market maturity
▪️In the current market cycle, Bitcoin’s decline has been significantly less severe compared to previous periods, according to Fidelity Digital Assets. Analysts described the 52% correction as a sign of a maturing market.
▪️In the past, prices typically dropped by 80–90% after reaching all-time highs. Now, post-peak declines are not as deep, and experts believe this trend is likely to continue in the future.
▪️In the current market cycle, Bitcoin’s decline has been significantly less severe compared to previous periods, according to Fidelity Digital Assets. Analysts described the 52% correction as a sign of a maturing market.
▪️In the past, prices typically dropped by 80–90% after reaching all-time highs. Now, post-peak declines are not as deep, and experts believe this trend is likely to continue in the future.
▫️Crypto startups raise $5 billion in Q1
▪️In the first quarter, crypto startups attracted nearly $5 billion in venture capital investments, which is 16% lower than the same period in 2025. At that time, funding approached $6 billion amid market euphoria linked to the beginning of Donald Trump’s presidency in the United States, according to DL News.
▪️This year, the prediction markets segment drew the most investor interest, raising over $1.7 billion. It was followed by payments ($735 million) and trading infrastructure ($423 million). The largest funding rounds were secured by leading prediction platforms, with Kalshi raising $1 billion and Polymarket attracting $600 million.
▪️In the first quarter, crypto startups attracted nearly $5 billion in venture capital investments, which is 16% lower than the same period in 2025. At that time, funding approached $6 billion amid market euphoria linked to the beginning of Donald Trump’s presidency in the United States, according to DL News.
▪️This year, the prediction markets segment drew the most investor interest, raising over $1.7 billion. It was followed by payments ($735 million) and trading infrastructure ($423 million). The largest funding rounds were secured by leading prediction platforms, with Kalshi raising $1 billion and Polymarket attracting $600 million.
▫️Bitcoin becomes a leading macro indicator
▪️Bitcoin has shifted from a lagging asset to a leading indicator, according to Binance Research analysts in their weekly market report published on April 2. The structural change occurred after the launch of spot Bitcoin ETFs in 2024, which significantly altered market dynamics.
▪️Before 2024, Bitcoin tended to follow global monetary easing cycles with a slight delay, showing a correlation of +0.21 with the global liquidity index. After the introduction of ETFs, this relationship reversed and strengthened to -0.778, with Bitcoin beginning to move ahead of central bank decisions. Analysts attribute this shift to a change in the marginal buyer, as institutional investors entering through ETFs now price in macroeconomic scenarios 6–12 months in advance, turning Bitcoin into a forward-looking asset within the monetary cycle.
▪️Bitcoin has shifted from a lagging asset to a leading indicator, according to Binance Research analysts in their weekly market report published on April 2. The structural change occurred after the launch of spot Bitcoin ETFs in 2024, which significantly altered market dynamics.
▪️Before 2024, Bitcoin tended to follow global monetary easing cycles with a slight delay, showing a correlation of +0.21 with the global liquidity index. After the introduction of ETFs, this relationship reversed and strengthened to -0.778, with Bitcoin beginning to move ahead of central bank decisions. Analysts attribute this shift to a change in the marginal buyer, as institutional investors entering through ETFs now price in macroeconomic scenarios 6–12 months in advance, turning Bitcoin into a forward-looking asset within the monetary cycle.