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The head of Bitmine Immersion Technologies, Tom Lee, has announced the start of a new growth phase in the market, calling the current period "crypto spring." At the same time, he acknowledged that investor sentiment remains cautious and does not reflect a potential cycle reversal.

According to Lee, a similar situation was observed in previous cycles when the market began to rally amid skepticism. He added that even the outcome of the discussion surrounding the law #ClarityAct could signal a transition to this new phase.

The statement came during a period of active buying by Bitmine. Over the past couple of weeks, the company has acquired 101 745 $ETH worth approximately $242 million. As a result, its total reserves have exceeded 5.1 million ETH.

The breakout of Bitcoin $BTC above the $82,000 mark could be the first signal of a trend reversal in 2026; otherwise, the market will likely remain in a sideways trend. This was stated by analysts at Wintermute.

According to the report, in April 2026, the net inflow into spot Bitcoin-#ETF was around $2.6 billion. About 70% of this volume was attributed to BlackRock's IBIT product. Meanwhile, at the end of the month, there was an outflow of about $491 million over three trading sessions. This indicates volatility in demand from institutional investors, the experts noted.

Analysts describe the current on-chain picture as one of the strongest in the past year. The report emphasizes that the macroeconomic situation remains unstable. Despite strong overall metrics, several factors are causing concern. These include limited growth in the stock market, a lack of consensus within the U.S. Federal Reserve, and geopolitical risks that could escalate sharply.

Tokenized gold from #Tether (stablecoin $XAUT ) has shown explosive growth in Q1 2026 amidst record prices for the precious metal and global macroeconomic uncertainty, leading investors to shift into safe-haven assets.

According to the report, the gold reserves backing the token increased by 36% quarter-over-quarter, and the total market cap of XAUT surpassed $3.3 billion.

As of now, other metrics for XAUT look like this: physical gold reserves: 707,747 troy ounces; tokens in circulation: 707,747 XAUT; tokens sold: 559,598 XAUT.

Gold is stored in Switzerland and meets the standards of the London Bullion Market Association, with the reserves legally owned by the token holders rather than the company.

The company emphasizes that the demand for tokenized gold is changing investors' approach to this asset — moving from passive storage to active utilization in the digital economy.

The company #Strategy , the largest corporate holder of the first cryptocurrency, is considering selling a portion of its bitcoins to cover dividend obligations. This was stated by its co-founder Michael Saylor during the Q1 2026 earnings conference.

According to him, if the company had caved to the "trolls, skeptics, and cynics," and painted itself into a corner by agreeing never to sell its bitcoins, it would have degraded the quality of the asset on which 99% of its future depends.

Saylor is confident that selling Bitcoin $BTC for $100 million by Strategy is likely to have a positive impact on the network. And this supposedly does not contradict the company’s business model, but rather creates additional opportunities.

Securitize has announced the launch of fully regulated tokenized stocks on the Solana blockchain $SOL , in partnership with Jump Trading and Jupiter $JUP . This new model allows for the issuance, trading, and settlement of such assets directly on the network.

The project builds on an initiative first introduced in 2025. Now, the infrastructure is enhanced with liquidity and access, bringing tokenized stocks closer to the format of public markets, the company emphasized.

As part of the partnership, Jump will provide institutional liquidity through its own PropAMM platform. Jupiter, the largest aggregator #DeFi on Solana, will offer an interface for both retail and institutional users.

Securitize itself will handle the regulatory side, acting as a registered broker-dealer, registrar, and operator of an alternative trading system. According to the company's representatives, this will enable the integration of blockchain assets into the existing legal infrastructure.

The World digital identity project $WLD , supported by CEO #OpenAI Sam Altman, has introduced an update to the World ID system. The company positions it as the infrastructure for "full proof of humanity" for users, businesses, and AI agents.

World is attempting to address the growing concerns about bots, deepfakes, and #Aİ -agents that may impersonate people online. In response, the company is expanding its system towards authentication, payments, and digital services.

At the heart of the update is a new privacy-focused, secure, and convenient World ID architecture. Among the new features are an identity account model, support for multiple keys, and access recovery mechanisms.

Senior company executive Daniel Shorr stated that model #World 4.0 is powerful, scalable, and open. According to him, in the age of AI, human status online will become a separate value. Separately, the company is launching the World ID app, which is currently available in beta. It will allow users to manage digital identifiers and authenticate across various platforms.

Given the overall undervaluation of the altcoin sector, as well as the dynamics of certain assets, particularly Ethereum $ETH and Solana $SOL , the current levels on the monthly chart can be viewed as a corresponding entry point into the market. This was stated by the head of the research department at Grayscale Investments, Zach Pandl.

In the expert's note, it is emphasized that since the launch of spot bitcoin-#ETF , which is regarded as the initial point of institutional capital influx, altcoins have, on average, fallen by 59% from their peaks and have increased by 2% from their lows. These assets are trading near the lower end of a three-year range.

Such resilience, according to Pandl, may indicate oversold conditions and the preservation of fundamental positive factors. The expert noted that long-term investors may already consider entering the market, while more speculative traders may want to wait for other markers.

Market maker analysts from Wintermute reported a change in market structure amid geopolitical tensions in the Middle East. According to them, Ethereum $ETH , the Nasdaq stock index, and gold showed the best performance of the week, while Bitcoin $BTC only increased by about 2%.

At the same time, altcoins became the only asset class with negative returns. According to the company's assessment, capital is concentrating in more liquid instruments.

Last week, markets demonstrated high volatility due to news regarding the conflict around Iran and the Strait of Hormuz. Against the backdrop of statements about a possible end to the war, the S&P 500 had its best session in months. However, further statements about potential strikes on Iran's infrastructure caused a spike in oil prices and a drop in Asian markets.

Analysts also noted the rise in the yield of 10-year bonds to over 4.3% and the absence of expectations for a rate hike by the Fed at the next meeting.
#altcoins

Against the backdrop of geopolitical tension and financial market instability, investors in Bitcoin $BTC are showing signs of changing behavior — the share of coins held by long-term holders (LTH) has started to rise again. This was reported by CryptoQuant.

According to analysts, the supply of Bitcoin owned by long-term investors has begun to gradually increase. This indicates a change in market behavior: the number of the first cryptocurrency moving into the LTH category exceeds sales volumes; the metric changed from a negative zone (–674,000 BTC at the end of November) to positive; currently, an average of about 308,000 BTC is being added.

CryptoQuant emphasized that this does not necessarily mean active purchases, as the metric is based on UTXO, and coins automatically move into the LTH category after six months without movement.

The Solana Foundation has announced the launch of a new wave of initiatives in the field of ecosystem security. They cover tools, standards, and support for developers. A key partner is Asymmetric Research.

As part of the program, the organization is funding a number of solutions aimed at enhancing the security level of the DeFi segment and the network infrastructure.

The central element is the STRIDE program (Solana Trust, Resilience and Infrastructure for DeFi Enterprises). It envisages a comprehensive approach to the security of protocols.

Its structure includes: independent security assessment of protocols based on a new model with eight directions; a public repository of audit results; continuous monitoring of threats for projects with a TVL exceeding $10 million; adaptive protection levels depending on the risk profile; formal verification for protocols with a TVL exceeding $100 million.

At the same time, the organization launched the Solana Incident Response Network (SIRN). This is a network for real-time incident response.

The activity of large holders of the Chainlink coin $LINK has intensified against the backdrop of the overall weakness in the altcoin market, experts from CryptoQuant reported.

Experts analyzed the top 10 largest withdrawal transactions of the asset from exchanges. According to their data, in several cases, daily peaks exceeded 8000 LINK withdrawn from the exchange #Binance within the largest operations.

The average monthly outflow among the top 10 transactions also shows an increase. Since mid-February, it has risen from about 2000 LINK to nearly 2600 LINK per day.

The growth of this metric is usually associated with the movement of assets into over-the-counter storage. Such behavior may signal a decrease in selling pressure and an intention to hold the asset in the medium term.

Bitcoin $BTC completed March 2026 with a growth of 1.81%, Ethereum $ETH — 6.97%, according to CoinGlass. In the first case, negative dynamics lasted for five consecutive months, in the second — six.

For the first cryptocurrency, March remains an uncertain period. The maximum drop in this month was 32.8% in 2018, the growth — 172.76% in 2013.

Throughout the month, the asset was characterized by high volatility, caused by the geopolitical situation. The local minimum was set on March 29 at $65,000, the maximum — on March 17, $76,000. In both cases, the driver was the policy of Washington and ambiguous statements by U.S. President Donald Trump.

Where are we heading next?

Aave Labs announced the launch of the fourth version of the protocol (V4) on the Ethereum mainnet $ETH . The key change in $AAVE V4 is the Hub and Spoke architecture. It involves a centralized liquidity pool (Liquidity Hub) to which individual markets (Spokes) with their own parameters connect.

The new version simplifies the launch of credit markets for developers — they gain access to Aave liquidity from day one without the need to attract deposits separately. At the time of the launch, Aave V4 was launched on the Ethereum mainnet with three Liquidity Hubs, namely:
- Core Hub — the main pool with the largest number of assets and connected markets;
- Prime Hub — aimed at users who need a more controlled collateral structure;
- Plus Hub — used for strategies with stablecoins with specific limitations.

Open interest (OI) in Bitcoin futures $BTC and Ethereum $ETH with perpetual contracts on centralized cryptocurrency exchanges (CEX) has risen to around $30 billion.

In particular, OI for Bitcoin exceeded $23 billion. For Ethereum, the figure approached $16 billion — the highest level since the end of January. The growth occurred amid a mini-rally in mid-March.

The largest increase in open interest for Bitcoin was recorded on Binance — about $829 million in 24 hours. This is more than the total increase on Bybit (about $377 million) and Gate (about $255 million).

A similar situation is observed for Ethereum. On Binance, the increase in OI reached about $1.6 billion amid a price increase above $2300. For comparison, Bybit added about $855 million, Gate — about $629 million.

The World Foundation announced the completion of a series of over-the-counter (OTC) token sales $WLD totaling $65 million. The deal was made with four counterparties over one week, and the first settlements took place on March 20, 2026.

The average sale price was about $0.2719 per token. At the same time:
- $25 million is subject to a six-month lockup (sale restriction);
- the remaining transactions will be completed through the project's multi-signature wallet.

The funds raised are planned to be directed towards:
- operational activities;
- research and development (R&D);
- manufacturing Orb devices for biometric identification;
- ecosystem development.

The World Network project (formerly Worldcoin) rebranded in 2024 and announced the launch of its own L2 network, World Chain, based on Ethereum.

At the beginning of 2026, interest in the project sharply increased against the backdrop of news about a possible launch of a social network with biometric verification from OpenAI. At that time, the price of the WLD token briefly rose to $0.65, but was unable to hold at that level.

The corporate bitcoin reserves market is increasingly closing in on one company. According to a recent report by CryptoQuant, over the past 30 days, Strategy (formerly MicroStrategy) has purchased about 45,000 $BTC .

This is the highest accumulation rate in nearly a year and the main source of demand in the segment.

Against this backdrop, the activity of other companies has practically diminished to zero. The total volume of purchases by all other public holders amounted to only about 1000 BTC. In comparison, at the peak in August 2025, this figure reached 69,000 BTC, analysts emphasized. In other words, demand outside of Strategy has collapsed by about 99%.

Not only is the volume decreasing, but also the breadth of participation, according to experts' analysis.

Over the past 30 days, companies outside of Strategy made 13 bitcoin purchases compared to 54 during the so-called Bitcoin Treasury Summer in August 2025. This indicates a sharp weakening in both capital inflow and the number of active participants.

The mining company MARA Holdings reported the sale of 15 133 $BTC and the conclusion of private agreements to repurchase convertible bonds with a 0% interest rate maturing in 2030 and 2031.

According to the statement, MARA plans to:
- repurchase the 2030 bonds for $367.5 million at $322.9 million;
- repurchase the 2031 bonds for $633.4 million at $589.9 million.

The deals are expected to close on March 30 and 31, 2026, respectively, provided that standard requirements are met. Thanks to the discount, MARA expects to save about $88.1 million excluding transaction costs. This corresponds to approximately 9% of the nominal value. The press release states that the operation will also allow:
- to reduce total debt;
- to minimize potential dilution of shareholder stakes due to the conversion of bonds;
- to decrease the amount of convertible debt by about 30%.

Token $TAO from the Bittensor project has shown rapid growth. The asset has increased by approximately 150% since mid-February 2026 (about 40 days). At the time of writing, TAO is trading near the mark of $340. The market capitalization of Bittensor exceeds $3.6 billion, and the asset is ranked in the top 30 cryptocurrencies by this metric, according to CoinMarketCap.

Analysts at Santiment attribute the dynamics to increased interest in the artificial intelligence narrative and the influx of capital into the decentralized machine learning segment.

Experts have also noted the rise in social activity surrounding Bittensor. According to their data, the volume of discussions on X (formerly Twitter), Reddit, and Telegram has reached the second-largest level in the history of the project.

Despite this, analysts do not observe a clear overheating of the market. The ratio of positive to negative comments stands at approximately 1.5 to 1. They believe that the lack of excessive optimism among retail investors could indicate the potential for further growth without forming a local peak.

BitMine, the largest public owner of Ethereum $ETH , has announced the launch of its own staking platform MAVAN (Made in America VAlidator Network).

The solution is aimed at institutional clients and combines infrastructure in the USA with a globally distributed architecture. This allows for both local validation and servicing users around the world, according to the press release.

The platform was initially created to service BitMine's own Ethereum treasury. In the future, the company plans to open access for institutional investors, custodians, and ecosystem partners.

The analytical platform Santiment recorded that average wallets on the Cardano network have been significantly in the red over the past year. The MVRV indicator for 365 days has dropped to -43%, which means: investors have, on average, lost 43% of their investments.

Despite this, experts consider the situation a potential "opportunity zone." The report notes that such levels often precede a reversal:
- average loss of investors: -43%;
- price drop $ADA since September: -71%;
- historically, MVRV tends towards 0%, signaling a possible recovery in the long term.