Editor's Note: The conflict between the U.S. and Iran continues, and under the influence of regional heated battles, both the U.S. stock market and the cryptocurrency market remain under pressure. Cryptocurrency mining companies, whether accelerating AI transformation or sticking to mining positions, have seen their stock prices decline over the past week. Meanwhile, influenced by potential restrictions on stablecoin earnings from the CLARITY Act and other news, Circle's stock price plummeted to below $100; the stock prices of treasury companies such as Strategy, Bitmine, and Sharplink for BTC and ETH also fell sharply, hitting a monthly low. In addition, Ark Invest under Cathie Wood noticeably sold off a large number of technology stocks and cryptocurrency ETFs and cryptocurrency stocks last week. Currently, holding cash may be the best strategy to cope with the ongoing shut down of the Strait of Hormuz and the continued tensions between the U.S. and Iran.
Below is a summary of last week's cryptocurrency and stock market information compiled by Odaily Planet Daily, all U.S. stock data is sourced frommsx.com。
Under Geopolitical Impact, Investors Need to Implement Multiple Defensive Measures
Investors Renew "Dump Stocks and Bonds, Hoard Cash" Strategy from 2022, Rising Risk Aversion
To avoid the risks brought about by the war with Iran, investors are selling stocks and bonds and increasing their cash holdings, mimicking the strategy after Russia's invasion of Ukraine in 2022. A recent Bank of America survey of fund managers shows that the cash holdings of fund managers have seen the largest rise in six years. Meanwhile, a strategist at JPMorgan this week stated that the repositioning in response to the conflict may still be far from over. The JPMorgan team, led by Nikolaus Panigirtzoglou, noted in a report that as long as geopolitical and macroeconomic uncertainties remain high, the current cash allocation, which is still below historical levels, would pose adverse effects on future equity and bond markets. Investors are simultaneously selling stocks, bonds, and gold, leaning more towards increasing cash holdings. However, compared to the outbreak of the Russia-Ukraine conflict, the level of cash in portfolios remains moderate.
Ark Invest under Cathie Wood Heavily Sold Technology Stocks and Bitcoin ETFs Last Week
Ark Invest sold approximately $41 million worth of Meta stocks and over $26 million worth of Nvidia stocks last Thursday (March 27, local time). Additionally, the company sold about $11 million of its own Bitcoin ETF (ARKB) shares, approximately $6.5 million of cryptocurrency exchange Bullish stocks, and nearly $5 million of Block stocks owned by Jack Dorsey. Ark Invest also reduced its holdings by about $2.5 million in Alphabet stocks and about $7.5 million in AMD stocks.
The Momentum of Systematic Selling of U.S. Stocks May Be Weakening, and the Market is Preparing for a Rebound
The Kobeissi Letter stated that the momentum of systematic selling of U.S. stocks might be weakening. Algorithm-driven funds, Commodity Trading Advisors (CTAs), sold $85 billion of U.S. stocks over the past 30 trading days, which is the largest 30-day sell-off since the pandemic began in 2020, when CTAs sold $105 billion. In contrast, the adjustment from March to April 2025 resulted in sales of $80 billion. Currently, CTAs hold $37 billion worth of U.S. stock short positions, the third highest level since 2019. At the same time, Goldman Sachs estimates that within the next month, regardless of market conditions, CTAs will be buying, and the market is brewing a rebound.
Updates on Publicly Listed Cryptocurrency and Stock Companies for the Week
Representative Companies in BTC Treasury
According to SoSoValue data, as of 8 AM Eastern Time on March 30, 2026, global publicly listed companies (excluding mining companies) had a total net purchase of Bitcoin of $70,000 for the week, a decrease of 99.93% compared to last week.
Strategy (formerly MicroStrategy) did not announce any Bitcoin purchases.
The Japanese listed company Metaplanet did not purchase Bitcoin last week, marking eleven consecutive weeks without purchases.
Additionally, one other company bought Bitcoin last week: the British Bitcoin company BHODL announced on March 26 that it invested $72,832 to purchase 1 Bitcoin;
Swedish health tech company H100 plans to acquire Norwegian companies Moonshot AS and Never Say Die AS through an all-stock transaction, aiming to increase its Bitcoin holdings to 3,501 coins. French Bitcoin asset company Capital B announced it has completed a funding round of 2.8 million euros to promote Bitcoin purchases.
As of press time, the total amount of Bitcoin held by globally listed companies (excluding mining companies) stands at 1,023,333 coins, an increase of 0.000098% compared to last week, with a current market value of approximately $6.939 billion, accounting for 5.1% of Bitcoin's circulating market value.
Representative Companies in ETH Treasury
Bitmine Increased Holdings by 71,100 ETH Last Week, Currently Holding 3.92% of ETH Supply
Last week, Tom Lee and Bitmine increased their holdings by 71,100 ETH. Bitmine stated that it currently holds 3.92% of the ETH token supply.
Representative Companies in SOL Treasury
Solana Treasury Company Artelo Biosciences Completes $11 Million Private Placement
On March 29, NASDAQ-listed Solana treasury company Artelo Biosciences announced it sold a total of 3,188,407 shares of common stock at a price of $3.45 per share through private placement, raising a total of $11 million. The new funds will be used for general corporate purposes and to repay part of the transitional debt. According to the latest data from StrategicSolanaReserve, Artelo currently holds 45,883 SOL.
Representative Companies in Altcoin Treasury
U.S. Listed Company OceanPal Discloses Holding Approximately 51.3 Million NEAR Tokens
According to PRNewswire, NASDAQ-listed digital asset management operator OceanPal released its annual financial report, disclosing its balance sheet holds approximately 51.3 million NEAR tokens, with an additional 2.85 million NEAR tokens serving as collateral for derivative positions.
Hyperion DeFi Discloses Holding Over 1.93 Million HYPE, 1.92 Million KNTQ, and 1 Million HPL
NASDAQ-listed Hyperion DeFi published its annual financial performance report, which discloses that as of March 23, its digital asset treasury holds over 1.93 million HYPE (approximately $73.9 million at an average price of $38.2), 1.92 million KNTQ, and 1 million HPL. Hyperion DeFi stated that the company earned 8,713 HYPE tokens as rewards for staking in the fourth quarter of last year, up 17% from the 7,437 HYPE tokens earned in the third quarter.
Public Company Tron Inc. stated that on March 26, it purchased 160,800 TRX at an average price of $0.3109, increasing its TRX treasury holdings to over 688.5 million. Tron Inc. (TEySE...9mT) plans to further increase its Tron DAT holdings to enhance long-term shareholder value.
SDEV Spent Over $100 Million to Increase SKY Tokens, Holding Approximately 8.78%
NASDAQ-listed NovaBay Pharmaceuticals has changed its name to Stablecoin Development Corporation (ticker changed from NBY to SDEV) and has shifted its business focus to the cryptocurrency and stablecoin sector.
The company previously completed approximately $134 million in private placement financing and will primarily use the funds to increase its holdings of the governance token SKY of the decentralized stablecoin protocol Sky. It currently holds about 2.06 billion SKY, which accounts for approximately 8.78% of the total supply, corresponding to a market value of about $14.7 million, with some purchased in the secondary market at an average price of about $0.065. Additionally, the company has started staking SKY to earn yields, accumulating approximately 26.6 million SKY as staking rewards.
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