Crypto World
Alameda moves another $15M in Solana as traders watch for market impact
Alameda Research’s bankruptcy estate has distributed another $15 million worth of Solana to creditors, extending a repayment process that has now been running for nearly two years.
Summary
- Alameda Research’s bankruptcy estate distributed roughly $15.6 million in Solana to creditors in its latest monthly payout, extending a repayment process that has run for 21 months.
- Despite ongoing distributions, Alameda still holds nearly $315 million worth of SOL on-chain, keeping traders alert to potential supply overhang risks.
- Most of Alameda and FTX’s SOL was previously sold through OTC deals in 2024, with remaining distributions being handled gradually to limit market impact.
According to blockchain data highlighted by Arkham, the latest monthly tranche involved the transfer of roughly $15.60 million in Solana (SOL) to 25 separate addresses.
The movement forms part of a structured distribution program that has been ongoing for 21 months following the collapse of FTX and its trading arm, Alameda Research.
Despite the steady outflows, Alameda’s on-chain wallets still hold approximately $314.95 million worth of SOL, keeping the estate among the largest known holders of the token tied to the defunct exchange empire.
Market impact questions resurface
The renewed transfers have reignited debate over whether these distributions ultimately translate into sell pressure on the open market.
Arkham raised the question directly, asking whether the newly distributed SOL would be “SOLd straight into the market,” a concern that has repeatedly surfaced during prior repayment rounds.
While the latest tranche is relatively modest compared to Alameda’s historical holdings, traders remain sensitive to any supply overhang tied to creditor payouts, particularly during periods of broader market volatility.
Solana’s native token has been volatile in recent months, trading near the low-to-mid $80s to low $90s range after pulling back from higher levels seen in 2025.
Where Alameda’s SOL went
Additional context was provided by analyst Emmet Gallic, who traced the fate of the bulk of Alameda and FTX’s Solana holdings.
According to the analysis, roughly 43 million SOL was largely sold through over-the-counter deals across three major tranches in 2024, limiting direct market disruption.
Those sales included 26 million SOL at $64 to buyers such as Galaxy, Pantera, Jump, and Multicoin; 14 million SOL at $95 through a Pantera-led consortium; and a further 2 million SOL at $102 involving Figure Markets and Pantera.
Since those OTC sales, remaining SOL distributions have been handled gradually, suggesting a continued effort to balance creditor repayments with market stability. Still, with more than $300 million in SOL left on-chain, Alameda-linked movements are likely to remain a point of close scrutiny for Solana traders in the months ahead.
Key takeaways:
-
Ether price struggled as investors pulled $225 million from the spot ETFs, and Ethereum staking rewards underperformed compared to stablecoin yields.
-
Recent Ethereum network upgrades and plans for improved wallet security are positives, but fail to kickstart demand for Ether.
Ether (ETH) price has repeatedly failed to sustain levels above $2,100 over the past month, gradually eroding traders’ confidence in the altcoin. Even with a 7% rise between Monday and Tuesday, ETH derivatives metrics suggest a lack of interest in leveraged bullish positions, potentially signaling that bears remain in control.
ETH perpetual futures dipped into negative territory on Tuesday, signaling increased demand for short (bearish) positions. More importantly, this metric has remained below the neutral 6% to 12% range for the past month. Part of this investor disappointment stems from a 54% price decline over six months, even though cooling onchain activity has also played a significant role.
Weekly base layer fees on the Ethereum network averaged $2.3 million over the past month, down from an $8 million peak in early February. While 7-day transaction counts stabilized near 14 million, the current industry focus on layer-2 rollup scalability has so far failed to generate fresh demand for native Ether.
Contrary to perpetual futures markets, the ETH options risk gauge hovered near the neutral -6% to +6% range on Tuesday. Put (sell) options traded at a 7% premium relative to call (buy) instruments, suggesting confidence is slowly returning among Ether bulls. Furthermore, no competitor has yet challenged Ethereum’s $56 billion in total value locked (TVL).
Ether exchange-traded funds (ETFs) saw $225 million in net outflows between Thursday and Monday, reversing the $169 million in inflows seen on Wednesday. This metric serves as a proxy to institutional demand, which is currently held back by the 2.8% native staking reward rate. By comparison, stablecoin yields on Sky Lending (formerly MakerDAO) sat higher at 3.75%.
Weak spot ETH ETF demand and concerns with Ethereum’s roadmap
Excitement surrounding the ETF staking approval in the US, which occurred in late 2025, has not yet translated into sustainable demand. One could argue that the negative outcome was simply a result of bad luck, as the launch coincided with a broader crypto market downturn that began in early October after total market capitalization neared a $4 trillion all-time high.
Related: Was Ethereum ‘ultrasound money’ a mistake? ETH down 65% vs. BTC since pivot
ETH has underperformed the broader cryptocurrency market since October 2025, and there are no signs that a reversal is underway. Investor sentiment is also impaired by a staggering $735 million net loss from the Ethereum treasury firm Sharplink (SBET US) in 2025. The company, chaired by Ethereum co-founder Joseph Lubin, released these financial results on Monday.
The pace of native chain scalability might have contributed to Ether’s negative performance. For instance, Ethereum co-founder Vitalik Buterin said on Saturday that account abstraction, equivalent to smart accounts, will likely be shipped “within a year,” after more than a decade under development. Transactions will be able to reference each other’s data, enabling quantum-resistant wallets.
Another advantage of the upcoming Ethereum Hegota fork is paying gas fees in non-ETH tokens using special-purpose decentralized exchanges, while adding a “general-purpose public mempool” and removing “public broadcasters” in privacy platforms such as Railgun and Tornado Cash. Buterin also said that he expects “progressive decreases” of slot time and finality time in the long term.
Overall, ETH derivatives and onchain activity point to low conviction in a bullish breakout above $2,200, but at the same time, there is no indication of worsening conditions or domination from bears.
This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision. While we strive to provide accurate and timely information, Cointelegraph does not guarantee the accuracy, completeness, or reliability of any information in this article. This article may contain forward-looking statements that are subject to risks and uncertainties. Cointelegraph will not be liable for any loss or damage arising from your reliance on this information.
Crypto World
Shiba Inu Price Prediction 2030: Nigel Farage Invests in Stack BTC While DeepSnitch AI Prepares to Outrun DOGE and SHIB With a 300x Launch Target
The institutionalization of crypto took another massive step forward this week in the United Kingdom. Reform UK party leader Nigel Farage has officially deepened his ties to the crypto sector by investing 215,000 pounds, or roughly $286,000, into Stack BTC.
Calculating a reliable Shiba Inu price prediction is nearly impossible when the asset has no real-world utility and is entirely dependent on fleeting internet hype. Smart money is completely abandoning these heavy, outdated tokens. They are putting their money in presales like DeepSnitch AI.
Discover why it’s the next crypto to 300x as the launch approaches.
Nigel Farage secures major stake in Bitcoin Treasury
This London-listed Bitcoin treasury company is chaired by former UK Chancellor Kwasi Kwarteng. Moreover, the new development represents a major bridge between traditional political influence and decentralized finance. Through his media vehicle, Thorn In The Side, Farage’s strategic investment grants him a substantial 6.31% stake in the company.
Stack BTC recently announced it raised a total of $346,000 by issuing 5.2 million new shares in a funding round that also prominently featured Blockchain.com. The involvement of Blockchain.com is critical, as they have entered a partnership to deliver institutional-grade services for Stack’s planned Bitcoin treasury operations.
What is the best crypto to buy now: Shiba Inu price prediction or DeepSnitch AI?
DeepSnitch AI: The ultimate profit edge before the March 31st deadline
You are currently in the final days of the DeepSnitch AI presale. On March 31st, the doors will permanently close, and the opportunity to buy this token at the heavily discounted price of $0.04399 will be gone forever. Immediately after the deadline hits, a strict 7-day claim window opens.
During this single week, early buyers will safely claim their purchased tokens, their massive promotional bonuses, and their staking rewards. Once that brief period closes, DeepSnitch AI officially launches on the UniSwap exchange.
With centralized exchange listings confirmed to follow shortly after, the public demand is going to be astronomical.
DeepSnitch AI has confidently smashed past the $2,000,000 funding milestone because it solves the biggest problem for everyday investors. Instead of guessing which coin to buy or relying on an uninspiring Shiba Inu price prediction, DeepSnitch AI gives you the ultimate profit edge.
It actively tracks “whales”, the massive billionaires and hedge funds moving the market, and tells you exactly what they are buying before the news even breaks. This allows you to follow the smart money and get in early. The launch is approaching, and being part of those who invested should be a top priority for many.
Shiba Inu price prediction
When evaluating the latest Shiba Inu price prediction, it becomes obvious why retail traders are abandoning the token. Despite a massive 275 billion tokens recently being moved off exchanges, the underlying momentum is entirely broken.
The token is flashing a dismal 14-Day RSI of 33.61, sitting just above the oversold territory with absolutely zero buying pressure coming from the retail sector.
Looking at the long-term Shiba Inu forecast, the numbers are actively depressing for current holders. By the end of 2026, the token is forecasted to drop by 9%, and by 2030, the models predict a massive 58% collapse from its current rates.
Anyone hoping for a bullish SHIB future price is completely ignoring the mathematical reality of its huge market capitalization. Searching for a positive Shiba Inu price prediction is a waste of time when you could be putting your capital into a live, functioning artificial intelligence tool that actually tracks market movements for you.
Dogecoin price prediction
Just like a struggling Shiba Inu price prediction, Dogecoin offers an average outlook for investors hoping for life-changing wealth. Currently trading at $0.09088 as of March 9th, the original meme coin is suffocating under an extreme fear market rating. The asset is trapped below its 50-Day SMA of $0.1050 and is miles away from its 200-Day SMA, confirming a strong, sustained bearish trend.
While DOGE is forecasted to hit $0.1139 by the end of 2026, that represents a tiny 25% increase. A small 25% gain by the end of the year is an incredibly inefficient use of capital. DeepSnitch AI is completely positioned to outrun both DOGE and SHIB because it offers something these meme coins never will: real, daily utility that helps you avoid scams and time your trades perfectly.
The bottom line
As political heavyweights like Nigel Farage pour hundreds of thousands of dollars into Bitcoin treasuries, everyday investors must realize that the market is changing. Relying on a stagnant Shiba Inu future price is a proven way to lose money.
While the consensus on the Shiba Inu price prediction remains heavily bearish, DeepSnitch AI is heavily undervalued and completely primed for a 300x explosion upon its UniSwap launch. You only have a few days left to grab this whale-tracking tool before it goes public. And you can earn 30% extra tokens by using the promo code DSNTVIP30.
Visit the official DeepSnitch AI website, join Telegram, and follow on X for more updates.
FAQs
Why is the current Shiba Inu price prediction so negative across the market?
The current Shiba Inu price prediction is deeply negative because the asset has no daily utility, relying entirely on fading social media hype.
How does a bearish Shiba Inu forecast push investors toward DeepSnitch AI?
A highly bearish Shiba Inu forecast forces smart investors to realize that meme coins are dead, pushing them to rotate their funds into DeepSnitch AI.
What prevents an aggressive SHIB price target from happening in 2026?
An aggressive SHIB price target is mathematically impossible because the circulating supply of the token is far too massive.
Disclaimer: This is a Press Release provided by a third party who is responsible for the content. Please conduct your own research before taking any action based on the content.
TLDR:
- Banks warn crypto companies may act as shadow banks without full oversight.
- National charters allow crypto firms to operate across all U.S. states efficiently.
- Circle and Ripple seek federal trust charters to expand payments and custody services.
- Legal battles could determine the regulatory framework for digital financial services.
Crypto bank regulation is drawing attention as U.S. banks confront regulators over national trust charters for crypto firms.
The discussion revolves around regulatory parity and operational control in the emerging digital finance sector.
Federal Charters Expand Crypto Operations
Federal trust charters enable crypto companies to operate nationwide without separate state approvals. Circle and Ripple are among the firms seeking these licenses to scale their operations efficiently.
Such charters allow crypto companies to hold customer funds, facilitate payments, and manage settlements across all 50 states. This provides capabilities traditionally reserved for regulated banks.
Wall Street banks view these charters as creating an uneven competitive environment. By allowing crypto firms to perform bank-like activities without the same compliance framework, national charters could disrupt traditional banking models.
Banks operate under stringent rules, including capital requirements, liquidity ratios, stress tests, and consumer protection regulations.
These safeguards are designed to reduce systemic risk and protect depositors. Crypto firms could operate outside some of these rules, which raises concerns about regulatory gaps.
The potential national reach of crypto firms could accelerate the adoption of digital financial services. This expansion would allow them to compete directly with banks in custody services, payment processing, and settlement infrastructure.
Legal experts note that federal charters would formalize crypto firms’ roles in the financial system while allowing them operational flexibility not required of traditional banks. This duality lies at the center of current disputes.
Banks Raise Shadow Banking Concerns
The Bank Policy Institute, representing major U.S. banks, warns that crypto companies could act as shadow banks. Shadow banking refers to entities performing banking functions outside traditional oversight.
Historical cases, such as pre-2008 structured investment vehicles, show how lightly regulated institutions can amplify systemic risk.
Banks caution that granting federal charters without full regulatory parity could recreate similar vulnerabilities in digital finance.
Competition is another factor. Crypto firms are building payment infrastructure, issuing stablecoins, and providing asset custody. Federal charters would enable rapid scaling with fewer compliance burdens than traditional banks.
Regulators must balance innovation and stability. Allowing charters can foster blockchain development in the U.S. while providing oversight.
However, hybrid institutions operating under mixed rules could create new regulatory challenges.
Analysts and market watchers have highlighted growing attention on how national charters will reshape the relationship between crypto companies and traditional banks. The legal and regulatory outcomes will determine the future role of crypto firms in the U.S. financial system.
The U.S. Senate is finally treating stablecoins as extensions of the dollar system itself, using the GENIUS Act to pull digital dollars inside the regulatory perimeter.
Summary
- The GENIUS Act passed the Senate 68–30, requiring payment stablecoins to be fully backed by cash and short‑term Treasuries with frequent, public reserve disclosures.
- Built on the Lummis–Gillibrand blueprint, the bill splits oversight between bank regulators and states while explicitly pitching regulated stablecoins as a way to cement U.S. dollar dominance.
- Critics warn the framework could entrench Trump‑linked ventures like World Liberty Financial and cement a two‑tier regime that squeezes offshore “grey‑market” stablecoins in the name of fighting illicit finance.
The U.S. Senate is finally treating stablecoins like part of the dollar system, not a crypto side project. In June 2025, senators passed the GENIUS Act, a landmark bill to create a federal regulatory framework for dollar‑pegged stablecoins, after more than a year of bipartisan trench warfare over Trump‑linked crypto politics, illicit finance, and the future of U.S. monetary power.
What the senator‑backed stablecoin bill actually does
Reuters reports that the GENIUS Act passed the Senate 68–30, with a bloc of Democrats crossing the aisle to join most Republicans in backing rules that would require payment stablecoins to be fully backed by “liquid assets like U.S. dollars and short‑term Treasury securities,” and mandate monthly public disclosure of reserves. Mayer Brown notes that the bill builds directly on the earlier Lummis–Gillibrand Payment Stablecoin Act, which set out a comprehensive regime for dollar‑backed tokens, splitting supervisory roles between federal and state regulators and explicitly positioning regulated U.S. stablecoins as a tool to “promote U.S. dollar dominance.”
Senator Kirsten Gillibrand’s own statement is blunt: “Passing a regulatory framework for stablecoins is absolutely critical to maintaining the U.S. dollar’s dominance, promoting responsible innovation, protecting consumers and cracking down on money laundering and illicit finance.” The bill aims to “fence in” risks around reserves, custody, insolvency and privacy, while giving banks and licensed non‑banks a clear path to issue payment tokens that can move “nearly‑instantly” around the world at lower cost than legacy wires and remittance products.
Politics, risks and macro stakes
The politics are nasty because the stakes are large. Reuters and Politico detail how Democratic support briefly collapsed in May 2025 over concerns that Republican drafters had watered down safeguards on foreign stablecoins and anti‑money‑laundering, just as President Trump’s own stablecoin venture, World Liberty Financial, was tied to a $2 billion Abu Dhabi‑backed investment into Binance. Senator Elizabeth Warren attacked the bill as creating a “super highway” for corruption and warned it could open the door for tech giants like Amazon and Meta to launch their own tokens without sufficient constraints.
Behind the floor drama is a clear macro calculation. The Lummis–Gillibrand materials cite UN estimates that offshore, unregulated stablecoins were used for roughly $17 billion in illicit transactions between 2022 and 2023, ranging from drug trafficking to sanctions evasion, and argue that forcing issuers onshore under tough rules would “cripple” that channel while locking in the dollar as the base currency of a multi‑trillion‑dollar digital economy. U.S. Treasury officials have gone further in speeches and private briefings, floating scenarios where regulated stablecoins generate trillions in incremental demand for Treasuries by 2030, effectively turning crypto rails into a new distribution channel for U.S. public debt.
For crypto markets, the senator‑driven stablecoin push is both a legitimization and a constraint. On one side, a clear federal framework promises mainstream integrations with banks, payments firms and on‑chain finance – a path to scale for the same dollar tokens that today power remittances on BNB Chain and elsewhere. On the other, the combination of reserve rules, licensing and harsh penalties for offshore USD tokens is meant to squeeze the grey‑market coins that made crypto dollarization possible in the first place. The message from Washington’s most aggressive stablecoin hawks is simple: digital dollars are welcome, as long as they stay inside the regulatory perimeter and serve U.S. monetary and security interests first.
BitGo has inked a strategic arrangement to custody and execute trades for StableX Technologies’ digital asset treasury, as StableX targets up to $100 million in crypto acquisitions tied to the stablecoin sector. Under the agreement, BitGo Trust Company will act as custodian for StableX’s holdings, while BitGo’s over-the-counter liquidity desk will facilitate the company’s planned purchases. StableX (EXCHANGE: SBLX) is a Nasdaq-listed company focused on stablecoin infrastructure, and it has already begun building its digital-asset treasury, including token purchases such as FLUID (CRYPTO: FLUID) and LINK (CRYPTO: LINK) in October. The deal signals a broader shift toward institutional-grade custody and execution infrastructure for a wider set of assets beyond Bitcoin-centric treasury strategies (CRYPTO: BTC).
BitGo’s involvement marks a notable step in the maturation of digital-asset treasuries among publicly traded companies. BitGo, which trades on the NYSE under BTGO, has long highlighted its role as an infrastructure provider for institutions seeking secure custody and reliable liquidity. The partnership with StableX comes as BitGo’s leadership emphasizes expanding access to custody and execution for non-Bitcoin assets, underscoring a trend where traditional finance is increasingly engaging with the stablecoin ecosystem and related tokenized assets.
“The partnership underscores BitGo’s expanding role as the go-to infrastructure provider for a new wave of publicly traded companies building digital asset treasury strategies,”
The news follows StableX’s earlier steps to assemble a digital asset treasury. The company has publicly disclosed prior token purchases, including FLUID and LINK, signaling an intentional move toward diversification beyond fiat reserves and pure cash equivalents. The inclusion of LINK signals StableX’s interest inacles within the broader decentralized finance and oracle ecosystems, while FLUID represents exposure to niche protocol tokens that some institutions view as strategic bets within the stablecoin infrastructure space. This aligns with a growing appetite among investors to diversify treasury holdings with crypto assets that could function as liquidity rails or settlement primitives in a rapidly evolving digital economy.
BitGo’s public-market journey also colors the narrative. The company went public in January, pricing its shares at $18 and experiencing a strong first-day move before trading pressure moderated. The stock’s inception-day performance reflected investor interest in crypto infrastructure plays, and the subsequent trading session saw the stock advance and retreat in line with broader market sentiment toward fintech and crypto-enabled businesses. The partnership with StableX is thus positioned as a practical extension of BitGo’s mission to provide institutional-grade custody and liquidity solutions for a new generation of digital-asset treasuries.
In contextual terms, the deal sits within a broader ecosystem of products and products-leaning investor instruments aimed at stablecoins and their supporting infrastructure. The stablecoin universe has seen sustained capital inflows, with total market capitalization rising to substantial levels and attracting attention from asset managers eager to provide related exposure. The sector’s size and ongoing integration into traditional markets have sparked interest from investment products and ETF sponsors seeking to design indices and vehicles that capture the value chain around stablecoins, payments rails, and tokenized real-world assets. The market continues to evolve as an array of financiers and issuers explore how best to combine custody, settlement, and liquidity across these assets.
Beyond StableX’s direct momentum, the broader ETF and tokenization landscape adds another layer to the narrative. In September, Bitwise filed with the U.S. Securities and Exchange Commission to launch a Stablecoin & Tokenization ETF designed to track companies and digital assets tied to stablecoins, tokenization, and related infrastructure. The proposed ETF would follow an index comprising firms involved in stablecoin issuance, infrastructure, payments, and exchanges, alongside widely traded crypto assets such as Bitcoin (CRYPTO: BTC) and Ether (CRYPTO: ETH). This proposed vehicle sits alongside MarketVector Indexes’ benchmarks for stablecoin and tokenization infrastructure and Amplify ETFs’ own issuer products, including the Amplify Tokenization Technology ETF (TKNQ) and the Amplify Stablecoin Technology ETF (STBQ).
Market attention to stablecoins and their infrastructure has intensified as the sector’s scale expands. DefiLlama data show stablecoins collectively approaching a multi-hundred-billion-dollar market cap, underscoring why institutional players are increasingly considering products and services that enable secure custody, efficient liquidity, and reliable settlement for these tokens. The sector’s growth is mirrored in the real-world ecosystem, where large financial players and payment networks are actively exploring how to incorporate stablecoins into settlement rails, cross-border payments, and treasury management. PayPal’s PYUSD and Western Union’s USDPT are among the high-profile examples cited by market observers as signals that traditional finance is integrating digital-dollar tokens into everyday workflows. PYUSD has already seen broad usage in payments and settlement, while USDPT is anticipated to be rolled out in a Solana-based settlement network within the first half of 2026, signaling a broader push toward on-chain settlement capabilities.
In this environment, the BitGo-StableX partnership stands as a practical case study of how custody and liquidity infrastructure can underpin a growing stablecoin treasury. It illustrates how a Nasdaq-listed issuer can pursue a diversified crypto asset strategy with institutional-grade safeguards and execution capabilities, a model that could become more common as more publicly traded firms pursue dynamic crypto-treasury programmes. The emphasis on tokens beyond BTC highlights an expanding universe of crypto assets that institutions want to hold within regulated, custodial frameworks, signaling a maturing market for digital-asset treasury management and a deeper integration of crypto into mainstream corporate finance.
Why it matters
The collaboration between BitGo and StableX marks a tangible step toward legitimizing and scaling digital-asset treasuries for publicly traded entities. By combining custody with an OTC liquidity desk, the partnership aims to reduce operational risk and improve execution efficiency for treasury diversification into stablecoin infrastructure tokens and related assets. This development could accelerate demand for regulated, institutional-grade custody partners as more corporations explore crypto treasury strategies beyond Bitcoin exposure.
From a market structure standpoint, the move supports a broader trend: the emergence of investment vehicles and allocation strategies that reflect an evolving crypto economy. With ETF sponsors pursuing indices that track stablecoin issuers, infrastructure providers, and tokenization plays, the ecosystem is aligning more closely with traditional asset-management practices. The market’s attention to stablecoin infrastructure—backed by data on sector size and new tokenization benchmarks—suggests a growing appetite for vehicles that offer diversified exposure to the stablecoin ecosystem while maintaining compliance and risk controls demanded by institutional buyers.
For builders and investors, the partnership underscores the need for robust, audited custody and settlement layers as digital assets move from speculative instruments to treasury instruments and settlement primitives. The emphasis on tokens such as FLUID and LINK within StableX’s treasury demonstrates a willingness to explore specialized tokens that may offer liquidity and governance utilities in a diversified portfolio. As the market continues to grow, the compatibility of custodial services with trading desks and OTC liquidity will become a key differentiator for infrastructure providers seeking scale in a regulated environment.
What to watch next
- Whether BitGo and StableX close on further terms of the custody and trading arrangement, and the pace at which StableX deploys additional capital into its digital asset treasury.
- Any regulatory or SEC developments related to Bitwise’s Stablecoin & Tokenization ETF filing and related index design, including inclusion criteria for stablecoin issuers and infrastructure firms.
- Updates on the token purchases within StableX’s treasury, including additional positions in FLUID, LINK, or other stablecoin ecosystem assets.
- Progress on the broader ETF/benchmark landscape, including MarketVector’s benchmarks and Amplify ETFs’ TKNQ and STBQ performance and capital inflows.
Sources & verification
- BitGo and StableX strategic partnership press release detailing custody and OTC trading arrangements.
- StableX’s token purchases and treasury-building efforts disclosed in prior communications (including October token acquisitions).
- Bitwise Stablecoin & Tokenization ETF filing with the U.S. SEC and related index construction discussion.
- Amplify ETFs’ product lineup (TKNQ, STBQ) and MarketVector’s stablecoin/tokenization benchmarks.
- Market data on the size of the stablecoin market from DefiLlama and publicly cited examples such as PYUSD (PayPal) and USDPT (Western Union) in relation to stablecoin adoption.
BitGo expands custodial and trading role as StableX scales its digital asset treasury
BitGo’s institutional-grade custody and OTC liquidity capabilities position it as a critical enabler for the Series of moves in the stablecoin infrastructure space. The company’s public market presence, combined with its expanding product suite for institutional clients, provides a foundation for integrating custody with scalable execution as StableX builds its digital asset treasury. The narrative around this partnership is more than a single deal; it reflects a broader alignment between regulated custodians, publicly traded treasury strategies, and the infrastructure required to support a diversified portfolio of stablecoin assets and related tokens. While the market continues to weigh the implications of this agreement, the underlying trend remains clear: mainstream financial actors are embracing crypto-native treasury practices through credible, regulated channels.
For readers and market participants, the development signals ongoing maturation in the space. Treasuries that combine secure custody with efficient liquidity provision may become more common as more firms pursue crypto wealth management strategies that encompass a spectrum of assets—from stablecoins and tokenized assets to specialized protocol tokens. The next steps will hinge on how swiftly institutions can integrate these capabilities with risk controls, regulatory compliance, and governance considerations as they expand the scope of their digital-asset treasury programs.
For years, GuruFocus has cultivated a loyal community of value investors through its signature feature: monitoring the investment portfolios of market legends such as Warren Buffett, Charlie Munger, and other prominent fund managers. The platform marries guru portfolio surveillance with comprehensive fundamental analysis capabilities tailored specifically for adherents of value investing principles.
KnockoutStocks pursues a more expansive strategy. It merges AI-driven research capabilities, a unique stock evaluation system, hand-picked stock recommendations, and portfolio management tools into a unified platform designed for contemporary investors. While both platforms deliver serious research capabilities, they cater to distinctly different investment approaches and user priorities.
Platform Overview
What Is KnockoutStocks?
KnockoutStocks represents an AI-enhanced stock research solution centered on the KO Score — a proprietary evaluation metric that assigns stocks a rating between 0 and 100. This system assesses every company using five fundamental pillars: profitability, financial stability, growth trajectory, market momentum, and analyst sentiment.
The platform features an AI-powered investment advisor, on-demand AI-generated stock analysis reports, a sophisticated stock screening tool, expertly curated investment recommendations, portfolio management functionality, and customized market intelligence. It aims to deliver investors rapid, transparent, evidence-based insights without requiring multiple tools or service subscriptions.
What Is GuruFocus?
GuruFocus is an investment research platform established in 2004. Its foundation rests on monitoring the buying and selling activities of the world’s most successful investors, combining that intelligence with thorough fundamental analysis to identify quality companies at reasonable valuations.
The platform enjoys popularity among value investors who embrace the philosophies of Warren Buffett, Benjamin Graham, and similar investing icons. It delivers guru portfolio monitoring, discounted cash flow analysis tools, financial stability ratings, and an extensive array of fundamental data resources.
Feature Comparison
Stock Research and Scoring
GuruFocus evaluates stocks through its GF Score — a ranking framework that assesses financial robustness, profitability metrics, growth potential, valuation levels, and momentum indicators. The platform also provides a GF Value projection — its proprietary fair value calculation derived from historical valuation ratios, growth forecasts, and business predictability. For value-oriented investors seeking to identify stocks trading beneath intrinsic value, these resources prove genuinely beneficial.
KnockoutStocks employs the KO Score — a unified metric ranging from 0 to 100 that synthesizes five weighted components: profitability, financial stability, growth prospects, market momentum, and analyst consensus. The KO Score emphasizes comprehensive stock quality and market positioning rather than valuation exclusively, creating a more agile and adaptable evaluation tool suitable for diverse investing philosophies — extending beyond traditional value investing.
AI Tools and Insights
KnockoutStocks integrates AI as a foundational element. The platform’s AI advisor enables users to pose questions regarding specific stocks, portfolio holdings, or market dynamics whenever needed. Premium subscription levels provide voice-enabled AI interaction and unrestricted daily query allowances.
GuruFocus lacks a dedicated AI investment advisor. While the platform has started incorporating certain AI-enhanced capabilities for condensing financial information and producing company summaries, AI functionality remains peripheral rather than central to the GuruFocus user experience. Investors seeking immediate AI-powered research assistance and coaching will discover KnockoutStocks substantially more advanced in this domain.
AI-Generated Stock Reports
KnockoutStocks produces immediate AI-powered stock analysis reports for any publicly traded company upon request. Each document encompasses company background, financial condition, critical metrics, market behavior, recent developments, and analyst perspectives — compiled within seconds.
GuruFocus creates thorough stock analysis displays featuring extensive fundamental statistics, financial chronology, and valuation measurements. While the information depth proves impressive, it appears as unprocessed data rather than a polished AI-assembled research document. Investors must interpret the data independently to form conclusions.
Stock Picks
KnockoutStocks delivers a carefully selected, high-conviction stock portfolio personally chosen by its research professionals. Every selection earns inclusion through meticulous research, sector examination, and practical investment rationale grounded in fundamental strength, sustainable competitive advantages, and long-term growth capacity.
The portfolio undergoes continuous monitoring, with position adjustments occurring only when analytical evidence warrants change. Complete access to the Stock Picks section — including current holdings, performance metrics, and comprehensive justification for each position — becomes available to Middleweight and Heavyweight subscribers.
GuruFocus does not provide its own curated investment portfolio. Instead, it furnishes tools for tracking the buying and selling activities of guru investors. While this context proves valuable, it differs fundamentally from an independent, high-conviction portfolio constructed through original research with documented logic supporting every selection.
Guru Portfolio Tracking
This represents GuruFocus’s distinctive and substantial competitive edge. The platform monitors 13F regulatory filings from hundreds of elite fund managers and legendary investors, revealing precisely what they’re purchasing, divesting, and maintaining. For investors who follow Warren Buffett, Bill Ackman, or other prominent figures, accessing near-real-time portfolio activity proves genuinely valuable.
KnockoutStocks presently does not include guru or institutional portfolio surveillance. Its emphasis centers on independent stock investigation and AI-enhanced analysis rather than monitoring other investors’ activities. For value investors utilizing guru behavior as a primary research indicator, GuruFocus maintains a definitive advantage in this particular capability.
Valuation and DCF Tools
GuruFocus offers among the most exhaustive valuation instruments available to individual investors. Its discounted cash flow calculator enables users to construct intrinsic value projections using customizable assumptions. The platform also monitors price-to-GF-Value ratios, Peter Lynch charts, and numerous historical valuation multiples spanning years.
KnockoutStocks integrates valuation indicators within its KO Score through profitability and growth components but doesn’t provide independent DCF calculators or detailed historical valuation modeling capabilities. For investors whose methodology centers on computing precise intrinsic value estimates, GuruFocus extends further in this territory.
Financial Strength and Quality Metrics
GuruFocus monitors an extensive range of financial quality indicators including the Altman Z-Score, Piotroski F-Score, and Beneish M-Score. These represent established quantitative frameworks employed by sophisticated value investors to evaluate financial robustness, earnings integrity, and potential risks of financial distress or accounting manipulation.
KnockoutStocks addresses financial stability as one of five KO Score pillars, incorporating leverage ratios, balance sheet resilience, and financial soundness. While it doesn’t delve as deeply into individual quantitative models like the Piotroski or Altman scores, the KO Score delivers a quicker holistic assessment of financial quality without requiring interpretation of multiple discrete metrics.
Stock Screener
KnockoutStocks includes a sophisticated screening tool with over 20 filtering criteria spanning KO Score, market capitalization, price levels, trading volume, fundamental measurements, and technical signals. Complete screener functionality is accessible on the complimentary plan.
GuruFocus features a robust screening system with hundreds of fundamental filters encompassing GF Score, GF Value, financial strength measurements, valuation ratios, and guru ownership information. For value investors wanting to screen using particular quantitative standards, GuruFocus provides greater fundamental filtering depth. However, most advanced screening capabilities require premium membership.
Portfolio Tracking
KnockoutStocks provides comprehensive portfolio monitoring with real-time performance statistics, profit and loss documentation, and AI-enhanced portfolio evaluation. The Heavyweight subscription supports up to 100 securities per portfolio with unlimited portfolio creation and AI-generated portfolio assessments.
GuruFocus includes a portfolio monitor that overlays its GF Score, GF Value, and financial strength metrics onto user holdings. While useful for tracking fundamental quality and valuation of portfolio positions, it doesn’t deliver real-time profit and loss monitoring or AI-powered portfolio analysis matching KnockoutStocks’ sophistication.
Alerts and Updates
KnockoutStocks transmits customized daily or weekly email notifications covering watchlist activity, leading KO Score changes, earnings releases, analyst rating upgrades, and breaking news aligned with your portfolio.
GuruFocus dispatches alerts for guru transaction activity, GF Score modifications, valuation updates, and dividend announcements. For value investors monitoring guru behavior and valuation signals, these notifications are appropriately focused and authentically helpful.
Pricing
KnockoutStocks provides three subscription levels. The complimentary tier includes complete screener access, one portfolio, five watchlist securities, one AI conversation weekly, and one AI stock report weekly. The Middleweight subscription costs $19.99 monthly with 10 AI queries daily and 10 AI reports weekly. The Heavyweight subscription runs $59.99 monthly with unlimited AI access, voice-enabled coaching, PDF report generation, and CSV data exports.
GuruFocus pricing begins around $49 monthly for the Premium subscription and extends to approximately $109 monthly for the Premium Plus tier with complete feature access including unlimited DCF models and advanced screening capabilities. It ranks among the more costly retail research platforms available, reflecting its comprehensive data offering.
Pros and Cons
KnockoutStocks
Pros
- KO Score provides rapid, comprehensive quality rankings across thousands of securities
- Integrated AI advisor for on-demand stock and portfolio inquiries
- Immediate AI-generated stock reports available for any company anytime
- Expertly curated high-conviction stock portfolio with complete research documentation
- Complete screener access included in free membership
- Robust portfolio tracking with real-time information and AI interpretation
- Voice-enabled AI coach available on premium subscription
- Considerably more affordable across all membership tiers
- Customized news and alerts matching your investment holdings
Cons
- Absence of guru or institutional portfolio surveillance
- No DCF calculator or comprehensive intrinsic value modeling capabilities
- Doesn’t monitor Piotroski, Altman, or Beneish scores separately
- Emerging platform still establishing its long-term performance history
- Less concentrated on pure value investing doctrine
GuruFocus
Pros
- Industry-leading guru and institutional portfolio surveillance
- Comprehensive valuation capabilities including DCF calculators and GF Value projections
- Monitors Piotroski F-Score, Altman Z-Score, and Beneish M-Score
- Exhaustive financial history extending back numerous years
- Powerful screening system with hundreds of fundamental criteria
- Optimal platform for committed value investors
- Well-established with extensive data coverage track record
Cons
- Lacks dedicated AI investment advisor
- No on-demand AI-generated stock analysis reports
- No expertly curated high-conviction stock portfolio
- Premium pricing compared to most retail research solutions
- Platform interface can feel overwhelming due to information density
- Concentrated focus on value investing restricts broader appeal
- Portfolio tracking lacks AI-driven interpretation and real-time performance monitoring
Which Platform Is Best for Different Investors?
Use KnockoutStocks if you:
Desire a comprehensive AI-enhanced research environment encompassing stock evaluation, instant analysis reports, portfolio management, and curated stock recommendations unified in one location. KnockoutStocks functions as your complete research ecosystem regardless of investment methodology.
Value AI-powered capabilities on demand — posing questions about securities, obtaining instant reports, and analyzing your portfolio without dedicating hours to processing raw financial information.
Seek access to a meticulously researched, high-conviction stock portfolio constructed on genuine fundamentals and long-term perspective. Middleweight and Heavyweight members receive complete access including performance monitoring and comprehensive reasoning behind each selection.
Identify as a growth, momentum, or hybrid investor desiring a platform evaluating securities across multiple dimensions beyond simple valuation. The KO Score captures the complete picture.
Want a more economical research solution without compromising analytical sophistication. KnockoutStocks furnishes serious research instruments at a fraction of GuruFocus’s cost.
Use GuruFocus if you:
Identify as a dedicated value investor following Warren Buffett, Benjamin Graham, or similar legendary investors and desire to monitor their portfolio transactions in near-real-time. GuruFocus specializes specifically in this capability and executes it better than any competitor.
Depend heavily on intrinsic value calculations and want the most thorough DCF modeling and valuation instruments available to individual investors. GuruFocus penetrates deeper here than virtually any alternative platform.
Need to screen securities using specific quantitative value measurements like Piotroski F-Score, Altman Z-Score, or Beneish M-Score as components of your research methodology.
Identify as a serious long-term value investor comfortable navigating substantial volumes of financial data and wanting the most comprehensive fundamental research toolkit available.
Final Verdict
GuruFocus and KnockoutStocks both represent serious research platforms, but they’re constructed around fundamentally different investment philosophies and user requirements.
GuruFocus excels in guru portfolio surveillance, comprehensive valuation modeling, and quantitative value investing instruments. If you’re a dedicated value investor studying what legendary investors are purchasing and want the most exhaustive fundamental analysis toolkit available, GuruFocus stands as the superior specialist resource for that particular methodology.
KnockoutStocks dominates in AI functionality, accessibility, curated stock recommendations, portfolio management, and overall cost efficiency. The KO Score evaluates securities more rapidly and comprehensively than the GF Score, the AI advisor delivers immediate insights that GuruFocus cannot replicate, and the curated stock selections provide a high-conviction foundation supported by authentic research. All these advantages come at substantially lower pricing.
For value investors in 2026 seeking deep guru tracking and intrinsic value tools, GuruFocus remains a specialist option worth evaluating. But for investors wanting a more intelligent, faster, AI-powered research platform covering the complete spectrum without a steep learning curve or expensive price point — KnockoutStocks emerges as the superior platform overall.
Crypto World
DeepSnitch AI Presale Launch Date Set for March 31 as Orbital Bitcoin Mining News Fires Up the Compute Sector: RENDER and AKT Are Moving, But $DSNT Is the 2000% Moonshot
A company called Starcloud, backed by Nvidia, just told the world it is building data centers in space to mine Bitcoin using solar-powered ASICs orbiting Earth. The company already launched an Nvidia H100 into orbit in November 2025 and plans to scale across 88,000 satellites.
When institutional-grade infrastructure starts chasing Bitcoin from space, it tells every trader paying attention that the demand side of this market is not cooling down. The compute revolution is wider than most are pricing in right now, and the DeepSnitch AI presale launch date of March 31 is landing right in the middle of it.
With $2M raised, 41.4M coins already staked, and 5 live AI tools running today, the DeepSnitch AI token launch is one of the most anticipated exits from presale heading into Q2.
Shocking: Bitcoin mining is moving to space
Starcloud, backed by Nvidia, just confirmed it will be the first project to mine Bitcoin from literal orbit when its second spacecraft launches later this year, and the crypto market has not fully priced this in yet.
The company already sent an Nvidia H100 into orbit in November 2025. Its data center network spanning 88,000 solar-powered satellites is engineered to make every earth-based mining operation look expensive and inefficient by comparison.
When Nvidia-backed institutional capital is deploying orbital Bitcoin mining infrastructure at this scale, the entire compute and decentralized infrastructure narrative for this cycle just got a massive fundamental catalyst underneath it.
The on-chain demand signal for compute tokens is flashing, and the traders who load the right positions before this thesis goes mainstream are the ones sitting on the fattest bags when the crowd finally catches up and starts aping in.
DeepSnitch AI token launch is the low-cap presale event that 100x hunters have been waiting for all cycle
The DeepSnitch AI presale launch date is the most urgent timestamp in the current crypto cycle for traders who want ground-floor access to a working product. Every tool on the platform is live today. SnitchGPT answers your research questions in real time.
The smart contract scanner flags risky tokens before you ape in. The trend tracker surfaces momentum plays before they go viral. This is not a whitepaper project.
The DeepSnitch AI roadmap points to Uniswap listing first, followed by rumored tier-1 and tier-2 exchange listings in Q2. Each listing milestone is a fresh demand event for a token that presale buyers picked up at $0.04399.
The DeepSnitch AI presale date closes on March 31 with no extension guaranteed. Analysts projecting 100x to 500x post-listing gains are citing the same combination every time: live utility today, low entry price, and exchange listings still incoming.
The DeepSnitch AI token launch onto major exchanges is the catalyst that converts all that staked conviction into visible price action.
Traders who have been around long enough to watch low-cap tokens get listed know that the DeepSnitch AI presale launch date is the kind of entry window that closes once and never comes back at the same price.
The Deepsnitch AI roadmap is not a vague promise sitting behind a future delivery date that keeps shifting, it is a live platform with working tools that traders are opening every day and an exchange debut that is closing in fast enough to make waiting a genuinely expensive decision.
Akash Network (AKT) update for March 2026
Akash Network is essentially a decentralized alternative to AWS and Google Cloud, letting anyone with spare compute capacity lease it out to developers and AI builders in a permissionless marketplace.
The Burn-Mint Equilibrium model burns $0.85 of AKT for every dollar spent on compute, creating real deflationary pressure that tightens supply every single time the network gets used.
AKT is trading at $0.38 on March 9 with $11 million in 24-hour volume, confirming that serious money is already rotating into this narrative before the mainstream catches on
AKT hit an all-time high of $8.07, and analysts are now placing the 2026 target between $3 and $6. If the decentralized cloud narrative gets the tailwind, this cycle looks ready to deliver.
Render Network (RENDER) update for March 2026
With the Starcloud news spotlighting space-based compute demand, RENDER becomes an easy narrative trade.
The Dispersed AI subnet launched in December 2025 targets AI inference workloads specifically and already supports enterprise-grade Nvidia H100 and H200 hardware across 5,600 active GPU nodes globally.
RENDER hit an all-time high of $13.60 in March 2024 and is currently trading near $1.37 on March 9. Analysts place the 2026 range between $6 and $15 if the decentralized GPU narrative picks up with a broader market recovery.
But at a market cap already above $713 million, the parabolic entry that the DeepSnitch AI presale launch date still offers is simply not available here.
Final thoughts
RENDER and AKT are legit infrastructure holds that benefit from the space compute narrative in the news right now.
But neither of them can match the entry price or the projected upside that the DeepSnitch AI presale launch date still offers at $0.04399. The DeepSnitch AI roadmap is delivering working tools while every other presale is still writing docs.
The DeepSnitch AI token launch onto Uniswap and rumored tier-1 exchanges in Q2 is coming whether you hold $DSNT or not, and the traders are already locked in at $0.04399 with 100X to 300X post-listing projections.
The official presale website is live, and the presale window is closing fast, so get in now before the entry is gone for good. Join X and Telegram for real-time updates on the launch.
FAQs
What exactly is the DeepSnitch AI presale launch date, and why are traders treating it like a hard deadline?
The DeepSnitch AI presale launch date wraps on March 31 at $0.04399 per $DSNT. Once that window closes, the next price you see will be on Uniswap and then tier-1 exchanges. Presale pricing does not come back after listing day.
How does the DeepSnitch AI roadmap compare to what RENDER and AKT are building in the same compute space?
The DeepSnitch AI roadmap has 5 live tools already running for traders today. RENDER and AKT are building real decentralized infrastructure worth holding this cycle, but neither has a working AI surveillance toolkit that traders open every day, as $DSNT does right now.
Is the DeepSnitch AI token launch onto exchanges in Q2 the main catalyst traders should be watching?
Yes. The DeepSnitch AI token launch, hitting Uniswap first and then rumored tier-1 exchanges, is the price event most holders are positioned for. Low market cap plus fresh exchange listings is historically the setup that produces the biggest percentage moves in the shortest time. That is why the DeepSnitch AI presale launch date still has traders moving fast before March 31.
Disclaimer: This is a Press Release provided by a third party who is responsible for the content. Please conduct your own research before taking any action based on the content.
Despite exchange withdrawals, Bitcoin spot trading volume remains near multi-year lows.
Digital assets edged higher this week after US President Donald Trump indicated the war with Iran may be approaching an end, despite later adopting a more aggressive tone online. Bitcoin climbed above $71,000 briefly after surging by over 4%.
Data suggests potential accumulation as futures traders continue building short positions.
Bitcoin Supply Tightens
According to the latest analysis by Binance Research, on-chain data indicate possible spot accumulation this week, even as short positions remain high in the futures market. While a reversal has not yet been confirmed, current conditions suggest a shift may be developing.
The firm observed that roughly 29,000 BTC have been withdrawn from exchanges while Bitcoin traded in the $65,000 to $75,000 range. This contrasts with the earlier decline from $97,000 to $62,000, when rising exchange balances indicated stronger sell pressure. Over the past six months, however, the relationship between exchange balances and prices has weakened, and lower liquidity on trading venues may amplify future price movements.
At the same time, stablecoin inflows to exchanges have risen about 80% from roughly $2 billion since March. This points to renewed liquidity entering the market and suggests that capital may be actively deployed to support Bitcoin accumulation.
Despite these developments, Bitcoin spot trading volume remains near multi-year lows, amid weaker demand and thinner order books. This pattern may reflect accumulation occurring off-exchange through OTC channels, which is consistent with recently reported sharp outflows from OTC desk balances. In derivatives markets, open interest has risen about 18% since the end of February after falling below $30 billion, while funding rates remain low to negative. This means that much of the activity is driven by short positions.
Market Stress Signals Emerge
On-chain data shared by Amr Taha points to conditions that have previously appeared during periods of market stress. In a recent update, the analyst said the Binance Bitcoin derivatives market index has fallen to roughly 0.35. This level is similar to readings recorded in July and August 2024 and is lower than the 0.43 level seen in April 2025.
You may also like:
Historically, levels in this range have occurred near major market lows, which were later followed by strong price recoveries. Taha also posted a chart showing a decline in the value of Bitcoin held by short-term investors. According to the data, the market capitalization of these holdings has dropped to about $390 billion, compared with roughly $437 billion recorded on April 7, 2025.
The analyst said large declines in this metric have often preceded capitulation among short-term holders. A similar drop took place on April 8, 2025, when intense selling pushed the leading crypto asset toward $78,000 before it later surged above $108,000.
Binance Free $600 (CryptoPotato Exclusive): Use this link to register a new account and receive $600 exclusive welcome offer on Binance (full details).
LIMITED OFFER for CryptoPotato readers at Bybit: Use this link to register and open a $500 FREE position on any coin!
Crypto World
The $300 billion digital dollar boom could eat into traditional banks’ profits, warn Jefferies analysts
There is a war going on between crypto firms and traditional banks over stablecoins, and Jefferies analysts said that they could become a steady drag on bank earnings as digital dollar use spreads.
While stablecoins aren’t going to be an immediate existential threat to banks and aren’t likely to trigger a sudden run on U.S. bank deposits, Jefferies analysts estimate banks could see 3% to 5% core deposit runoff over the next five years. This would likely raise funding costs and chip away at banks’ profitability.
“The intermediate-term risk of gradual deposit runoff from emerging activity-based yield opportunities and payments use cases should not be ignored,” analysts led by David Chiaverini wrote in a report on Tuesday.
That “modest pressure” scenario would leave the average bank facing a roughly 3% hit to earnings, the analysts said.
It’s not hard to see why banks should be worried about growth in the stablecoin, which are cryptocurrencies designed to maintain a stable value and are typically pegged 1:1 to fiat currencies like the U.S. dollar or the euro.
They are already widely used in crypto trading, but since the GENIUS Act passed last year in the U.S., the market is expanding into payments, treasury management, and cross-border transfers. Supply reached $305 billion at the end of 2025, up 49% from a year earlier, while adjusted stablecoin transfer volume rose to $11.6 trillion in 2025, the report said.
The total market cap of the stablecoin sector currently sits around $314 billion, up from about $184 billion in 2022, according to DefiLlama data. And according to Jefferies’ calculations, it could reach $800 billion to $1.15 trillion in the next five years.
That growth matters for banks because stablecoins can serve as digital cash that moves around the clock and plugs into decentralized finance platforms that offer yields above most bank accounts.
In fact, Bank of America CEO Brian Moynihan warned earlier this year that the broader banking system could be harmed by the “possibility of $6 trillion in deposits” moving into stablecoins and stablecoin-linked products offering yield-like returns.
The long-term threat
Jefferies’ core argument for stablecoins not being an immediate threat is that the new market structure bill in U.S. rules, as it stands now, limits their appeal as simple savings products, even as the bill’s passage is uncertain.
“CLARITY [act] would codify stablecoins as payment instruments, rather than savings products, by closing the ‘stablecoin yield loophole’ left open in GENIUS.”
The GENIUS Act, passed in July 2025, bars regulated stablecoin issuers from paying yield directly to passive holders. That restriction reduces the chance of a sharp near-term shift out of checking and savings accounts.
Also, banks and other traditional financial giants are either launching their own stablecoins or thinking about it to get ahead of the competition. Fidelity Investments launched its first stablecoin, the Fidelity Digital Dollar (FIDD). Bank of America’s Moynihan said the bank will issue a stablecoin if Congress legalizes it, and Goldman CEO said his bank has “an enormous number of people at the firm extremely focused on tokenization, stablecoins.”
Still, the report argues the longer-term risk should not be ignored.
“We see the potential for activity-based rewards for stablecoin transactions, payments, and settlement, as well as rewards from DeFi staking and lending protocols to pose a similar risk to bank deposits.”
So which banks are more exposed to this risk?
According to Jefferies, banks with larger concentrations of retail and interest-bearing deposits appear more exposed than custody banks or large institutions already investing in digital asset infrastructure.
“We view WTFC, FLG, WBS, EGBN and AX as the most exposed banks under coverage, given that they have the highest concentration of retail and interest-bearing deposits.”
Read more: Stablecoin market hits $312 billion as banks, card networks embrace onchain dollars
Nearly 80% of corporate Bitcoin holders are sitting on unrealized losses as BTC trades well below the average treasury purchase price.
Around 80% of companies holding Bitcoin (BTC) as a treasury asset are sitting on unrealized losses, according to an analysis by Charles Edwards, founder of Capriole Investments.
The data comes at a time BTC is pushing back toward $71,000, raising questions of whether the widespread institutional pain is a warning sign or a contrarian buy signal.
The Numbers Behind the Corporate Pain
Edwards shared a series of charts on X on March 10 showing that the simple average cost basis for Bitcoin treasury holdings is at around $90,000, which is well above where BTC is trading today.
On a weighted basis, which gives more weight to larger holders such as Strategy, the average purchase price dropped to about $81,000, showing that the biggest buyers got in earlier and at a lower level. But either way, the number one cryptocurrency is currently below both figures.
“At 80%, almost all treasuries are at a loss on their Bitcoin purchase today,” Edwards wrote. “Though history suggests this could get worse if 2026 is like 2022. There is no free Bitcoin yield.”
In the same thread, Edwards noted that institutions are also broadly down on their BTC positions, with the average institutional purchase price sitting near $78,000. He also said that ETF holders were in the red as well.
However, the analyst did flag one piece of data that stood out, namely that treasury and ETF buying had flipped net positive by 200% on the day of his post.
“The last time it was this high, Bitcoin was at $90,000,” he stated, calling it “very good news, especially amid war.”
That appetite Edwards was referring to was typified by Strategy, which yesterday announced a purchase of 17,994 BTC at an average price of approximately $71,000 per BTC, bringing its total holdings to 738,731 BTC bought for $56 billion. At current prices, the firm’s position is carrying an unrealized loss in the region of $6 billion.
You may also like:
Separately, Strategy’s perpetual preferred stock posted a new 2026 trading volume high of $299 million on March 9, which BitcoinTreasuries estimated was enough to fund another 1,360 BTC purchase.
The broader supply picture adds some context to why institutional accumulation is drawing attention, with analyst Darkfost noting that Bitcoin reserves on centralized exchanges have fallen to levels last seen in 2019.
Additionally, ETFs have absorbed around 1.3 million BTC since their January 2024 launch, while corporate treasury companies collectively hold about 1.1 million BTC, which is nearly 5% of the total supply.
Bitcoin Price Overview
Bitcoin was changing hands near $71,000 at the time of this writing, up over 4% in 24 hours after bouncing from around $67,500. In the last seven days, the asset gained 6.4% and has almost doubled that over 14 days. Still, it remains down nearly 13% year-on-year and about 44% below its October 2025 all-time high.
Binance Free $600 (CryptoPotato Exclusive): Use this link to register a new account and receive $600 exclusive welcome offer on Binance (full details).
LIMITED OFFER for CryptoPotato readers at Bybit: Use this link to register and open a $500 FREE position on any coin!
Ford launches Pro AI for multibillion-dollar commercial business
Ether Funding Turns Negative, But Bears Remain In Control: Why?
Antonin Kinsky: Spurs replace keeper after conceding three goals inside 15 minutes
-
Business4 days ago
Form 8K Entergy Mississippi LLC For: 6 March
-
Fashion4 days agoWeekend Open Thread: Ann Taylor
-
News Videos1 day ago10th Algebra | Financial Planning | Question Bank Solution | Board Exam 2026
-
Crypto World1 day agoParadigm, a16z, Winklevoss Capital, Balaji Srinivasan among investors in ZODL
-
Tech6 days agoBitwarden adds support for passkey login on Windows 11
-
Sports5 days ago499 runs and 34 sixes later, India beat England to enter T20 World Cup final | Cricket News
-
Sports3 days agoThree share 2-shot lead entering final round in Hong Kong
-
Sports3 days agoBraveheart Lakshya downs Lai in epic battle to enter All England Open final | Other Sports News
-
Business6 hours agoExxonMobil seeks to move corporate registration from New Jersey to Texas
-
Politics4 days agoTop Mamdani aide takes progressive project to the UK
-
Business7 days agoGuthrie Disappearance Enters Fifth Week as Family Visits Memorial
-
NewsBeat5 days agoPiccadilly Circus just unveiled ‘London’s newest tourist attraction’ and it only costs 80p to enter
-
Business2 days agoSearch for Nancy Guthrie Enters 37th Day as FBI Probes Wi-Fi Jammer Theory
-
Entertainment4 days agoHailey Bieber Poses For Sexy Selfies In New Luscious Lip Thirst Traps
-
NewsBeat21 hours agoPagazzi Lighting enters administration as 70 jobs lost and 11 stores close across Scotland
-
Tech1 day agoDespite challenges, Ireland sixth in EU for board gender diversity
-
Crypto World6 days agoNew Crypto Mutuum Finance (MUTM) Reports V1 Protocol Progress as Roadmap Enters Phase 3
-
Tech6 days agoACIP To Discuss COVID ‘Vaccine Injuries’ Next Month, Despite That Not Being In Its Purview
-
Entertainment6 days ago
Harry Styles Has ‘Struggled’ to Discuss Liam Payne’s Death
-
Business1 day agoSearch Enters 39th Day with FBI Tip Line Developments and No Major Breakthroughs