hodler

29 Mar 2026, 14:23

Bitcoin Treasury Companies Have Gone Quiet – Except One

As the bear market stretches out, institutions that aggressively bought bitcoin (BTC) while the bulls dominated have gone quiet, except one: Michael Saylor’s business intelligence firm, Strategy. A report from CryptoQuant says Strategy is now the sole driver of Bitcoin treasury demand, leading to a “one buyer market.” While the other companies are facing a period of inactivity, Strategy has accelerated its BTC accumulation, even putting up structures to ensure consistent purchases. Strategy Drives Bitcoin Treasury Demand According to CryptoQuant, Strategy has acquired approximately 45,000 BTC over the last 30 days. The acquisitions are the highest 30-day purchase the company has seen since April 2025, indicating that Strategy’s accumulation is growing at the fastest pace in almost a year. Despite Strategy’s consistency, BTC purchases from other treasury companies have remained low, if not non-existent. This cohort has bought a total of 1,000 BTC in the last 30 days, a 99% plunge from the high of 69,000 BTC in August 2025. Their share of acquisitions has also fallen from 95% in October last year to 2% currently. Their share of total holdings has declined from 26% in November 2025 to 24% today. These companies have made just 13 BTC purchases in the last 30 days, 76% less than the 54 recorded in August 2025. August was considered the “Bitcoin Treasury Summer,” as treasury companies’ activity peaked then. “Activity and participation remain structurally weak outside Strategy. The number of purchases by other companies has declined significantly (13 vs 54 at peak), indicating that both capital deployment and participation breadth have deteriorated and are failing to support broader market demand,” CryptoQuant explained. Demand Concentration Issues With Strategy’s buying activity holding stable at 4-5 each 30-day period, the firm’s holdings have reached record highs, while those of other companies have stalled. The total holdings of Saylor’s business intelligence firm have grown by 90,000 BTC this year, while those of other treasury companies have risen by a mere 4,000 BTC. Currently, Strategy accounts for a high concentration of the Bitcoin treasury industry. The firm holds roughly 76% of all BTC held by Bitcoin treasury companies, followed by the next two largest holders, XXI and Metaplanet, accounting for 4.3% and 3.5%, respectively. While other companies fail to sustain demand, Strategy intends to keep buying and has unveiled new stock offerings to fuel additional purchases. This industry concentration reinforces the lack of diversified demand and raises concerns about the very centralization issues Bitcoin aims to combat. The post Bitcoin Treasury Companies Have Gone Quiet – Except One appeared first on CryptoPotato .

29 Mar 2026, 13:33

Ripple Processes $13 Trilion in Legacy Volume, Garlinghouse Eyes Onchain Shift

Ripple CEO Brad Garlinghouse has highlighted a massive untapped opportunity as crypto gains utility in treasury operations.

29 Mar 2026, 12:00

How Weakening US Labor Data Could Impact Bitcoin Market — Report

The global macro environment has been one of the major defining factors in Bitcoin and the broader crypto market so far this year. From the brewing geopolitical tensions in the Middle East to the rising inflation expectations in the United States, the global financial markets have barely caught a break in 2026. A prominent market expert has come forward with interesting US labor data, breaking down how the rising macroeconomic pressure could impact Bitcoin and the broader financial markets. Macro Shock Could Trigger Risk-Off Behavior Among BTC Investors In a March 28th post on the X platform, Alphractal founder and CEO shared that the participation of the United States labor force has been in a steep decline over the past few weeks. According to the crypto pundit, the Labor Force Participation is one of the most underrated macroeconomic signals in the current market landscape. Wedson highlighted the major trends of the Labor Force Participation over the last two decades and its impact on the S&P 500 index. According to the highlighted data, participation reached its peak around 2000, before collapsing during 2008 financial crisis, briefly recovering, and then falling to historic lows during the COVID-19 pandemic. As the labor force participation rate dwindled, the S&P 500 soon followed despite its initial show of resilience. The same can be seen for Bitcoin in the chart below, which seemed to succumb to the macro stress each time the LFP suffered a nosedive. Wedson noted that, before the “liquidity” flood sent the Bitcoin price to new highs, the market leader initially fell to cycle lows as the labor participation crashed during the COVID lockdown in 2020. What’s different now is that there’s no obvious liquidity fuel to take advantage in the current labor participation plunge. Wedson wrote in his post: A falling participation rate means fewer people working, less consumption, weaker real economic output. The stock market can diverge from that reality for a while but not forever. According to the Alphractal founder, the specific risk for Bitcoin is a macro shock that triggers a risk-off behavior among investors, with most market participants fleeing to safety before the next accumulation phase begins. And, as rightly baked in the steadily-declining Coinbase Premium, the demand for BTC among US investors seems to be in a steady downturn. Bitcoin Price Overview As of this writing, the flagship cryptocurrency is valued at around $66,750, reflecting a roughly 1% jump in the past 24 hours. The single-day action has not been enough to wipe out losses from the past week, which still stand at more than 5%.

29 Mar 2026, 11:57

Ripple’s National Trust Bank Quest Could be Closer Amid April 2026 OCC Digital Asset Shake-Up Looms

Is Ripple’s National Trust Bank About to Redefine Crypto Banking? Market analyst ChartNerd signals that Ripple is nearing a historic breakthrough. With the OCC’s new digital asset amendments taking effect in April 2026 , the XRP Ledger could soon integrate directly into the U.S. Federal Reserve system, marking a major shift in the American crypto landscape. Ripple has captured the attention of regulators and markets alike. In December, it secured conditional approval from the OCC for a national bank charter, clearing a key hurdle. As the company moves through the final review stage, analysts view its upcoming launch as a landmark moment for regulated crypto banking in the U.S. Well, Ripple National Trust Bank represents more than just a new financial institution. By linking the XRP Ledger with the traditional banking system, it creates a fully regulated framework for stablecoins, paving the way for faster, cheaper, and more transparent transactions and driving broader adoption among mainstream banks. Is Crypto Eyeing a Potential Turning Point? Ripple CEO calls major banks’ rush into stablecoins crypto’s a ChatGPT moment,highlighting its game-changing potential for finance. Like AI’s rapid industry disruption, Ripple’s integration with the U.S. banking system could redefine how digital assets and traditional finance interact. With stablecoin activity surging and regulatory scrutiny intensifying, Ripple’s proactive engagement with the OCC positions it at the forefront of regulated crypto banking. Unlike competitors still navigating uncertain rules, Ripple may gain a first-mover advantage in federally sanctioned digital finance. Though Ripple National Trust Bank hasn’t officially launched, its conditional approval, coupled with upcoming OCC amendments, signals a clear path forward. Therefore, this isn’t just a new bank; it’s a blueprint for integrating digital assets with traditional finance under regulatory oversight. In essence, Ripple’s move isn’t merely a corporate milestone, it could mark a turning point for U.S. crypto policy and stablecoin adoption, reshaping how digital finance operates within the established banking system. Conclusion Ripple National Trust Bank marks more than a corporate milestone, it could redefine the U.S. crypto landscape. By bringing the XRP Ledger under federal banking oversight, Ripple sets a benchmark for secure, transparent digital asset integration. As stablecoin adoption rises and regulations tighten, this move signals a new era where crypto innovation and compliance coexist within mainstream finance.

29 Mar 2026, 06:47

Bitcoin price prediction: Alarming pattern forms as geopolitical risks rise

Bitcoin price remains in a technical bear market this week after falling by double digits from the all-time high. BTC was trading at $66,800 on Sunday, and its fundamentals and technicals suggest that it has more downside to go in the foreseeable future. Bitcoin price technical analysis points to a steep crash The three-day timeframe chart shows that the BTC price has slumped in the past few months, falling from a high of $126,300 in October last year to the current $66,800. A closer look shows that the coin is at a significant risk of further downside as it has formed a bearish flag pattern. This pattern started forming in January when it was trading at $90,000. It then plunged to a low of $60,393 in February, forming a flagpole. Bitcoin has now formed a rising channel, which was part of the flag section. This pattern is notable as the coin formed a similar one between October last year and January this year. Bitcoin has also formed a death cross pattern, which happens when the 50-day and 200-day Exponential Moving Averages (EMA) cross each other. It has also remained below the Supertrend and the Supertrend indicators. Therefore, the coin will likely continue falling, potentially to the next key target being at $60,400, its lowest level in February this year. A move below that level will point to more downside, potentially to the psychological level at $50,000. BTC price chart | Source: TradingView Bitcoin at risk as Houthis join the war BTC and other cryptocurrencies may be at risk as the Iran war escalates, with the Houthis joining the war and US military officials arriving in the Middle East. President Donald Trump likely wants to occupy the crucial Kharg Island and then take control of the Strait of Hormuz, a route where 20% of crude oil passes through. The implications of all this is that crude oil prices will continue rising in the coming weeks, leading to higher inflation in the United States. As a result, the Federal Reserve will likely maintain a hawkish tone, possibly by hiking interest rates. Meanwhile, there are signs that American investors are capitulating and selling their coins. Data compiled by SoSoValue shows that spot Bitcoin ETFs shed over $296 million in assets last week, ending a four-week streak of inflows when these funds added over $2.2 billion. Bitcoin’s futures open interest has continued growing in the past few weeks, a sign that demand is waning. The open interest has remained at $48 billion, where it has remained in the past few months. It has remained much lower than last year's high of over $95 billion. There are signs that Michael Saylor’s Strategy is the only major Digital Asset Treasury (DAT) company that is accumulating Bitcoin. The company bought 1,030 coins in the previous week, bringing the total holdings to 762,099. Some Bitcoin treasury companies have started selling their holdings. For example, MARA Holdings sold over 15,000 coins last week and used the funds to reduce its debt to fund its pivot to the artificial intelligence industry. The post Bitcoin price prediction: Alarming pattern forms as geopolitical risks rise appeared first on Invezz

29 Mar 2026, 03:00

Is Bitcoin’s price at risk of $58K after U.S 10-year yields near 5%, oil-driven inflation

Bitcoin is poised to close March in the red, extending a six-month streak of outflows.