Cryptosanders👑

Prediction Markets Hit $20bn Monthly Volume as Geopolitics Overtakes Crypto Prediction markets have grown into a $20bn-a-month trading ecosystem. A surge in new users and a sharp shift away from crypto speculation toward geopolitical and macroeconomic contracts are driving the expansion, according to blockchain intelligence firm TRM Labs. Monthly transaction volume across the sector rose from $1.2bn in early 2025 to more than $20bn in January 2026. More than 800,000 unique wallets are now active each month, climbing to about 840,000 in the six months to February, the report said.

US Congress Enters Easter Recess with Crypto Bills in Limbo The US Congress is entering its Easter recess without advancing the CLARITY Act. Multiple pieces of cryptocurrency legislation remain unresolved despite months of negotiations in Washington, DC. Lawmakers in both the House and Senate will depart at the end of 27 Mar for a two-week break. Disagreements over stablecoin rewards and broader legislative trade-offs continue to stall progress, even after an “agreement in principle” was announced on 20 Mar.

Crypto Stocks Slide as Bitcoin Tests $65k amid Oil Shock, Fed Repricing Bitcoin and crypto-linked equities fell sharply on Friday as a surge in oil prices and geopolitical tensions triggered a broad risk-off move across global markets. Investors may also be responding to a lower likelihood of the US Federal Reserve cutting interest rates. Rising energy costs and escalating tensions in the Middle East have pushed inflation expectations higher. Bitcoin traded at around $66,000, down about 4% on the day at 21:33UTC.

Fear & Greed Index Current: 12 → Extreme Fear Yesterday: 13

Bitwise Bets on Vaults as ETFs' Onchain Successor Crypto-native vaults could do to asset management what exchange-traded funds (ETFs) did over the past three decades, eventually replacing traditional fund wrappers over time as traditional assets move onchain. The thesis is driving strategy at asset manager Bitwise. With $15bn in assets under management, the company sees vaults as the next major shift in how investment products are built and distributed. "Eventually all asset management will be done through vaults," Bitwise chief investment officer Matt Hougan said during the Digital Asset Summit on 26 Mar. Vaults are one of the emerging examples of how programmable money can disrupt traditional finance. They package investment strategies directly into smart contracts, allowing allocation, execution and rebalancing to be automated onchain. The model removes layers typically handled by custodians, fund administrators and brokers, replacing them with programmable infrastructure.

Fear & Greed Index Current: 13 → Extreme Fear 😱 Yesterday: 10 Last Week: 11 Last Month: 11

Binance Urges Proactive Oversight of Market Makers Binance is calling on the digital asset industry to self-regulate market makers, pushing for institutional-grade transparency from liquidity providers amid a fragile period for cryptocurrency markets. The biggest crypto exchange in the world issued a five-point set of due diligence guidelines for engaging with market makers in a 25 Mar blog that was addressed to crypto projects and users. It notes that not all market makers operate as stabilizing influences and shock absorbers during periods of volatility.

The Bitcoin Volatility Hangover The options market for Bitcoin experienced a sharp repricing on 6 Feb. One-day implied volatility surged to 119% while 30-day implied volatility briefly reached 76%. This marked the most significant single-day volatility spike in recent memory, higher than the deleveraging event on 10 Oct 2025. The spread between 30-day implied and realized volatility had averaged just negative 0.2 percentage points in the preceding six weeks, indicating the market had priced in little unusual risk. The landscape has shifted seven weeks later. The 30-day realized volatility stands at 57% while 30-day implied volatility trades near 50% as of late March. This represents a discount of approximately 7.0 percentage points. The key question is whether this discount reflects mispricing or simply the aftershock of a volatility event already behind us.

#BTC 4hour chart update

#ETH Chart.

Cipher Stock Jumps 12% as AI Pivot Gains Traction with new Hyperscaler Deal Shares of Cipher Digital (CIFR) rose more than 8.0% at the open in New York on 25 Mar after the company announced a long-term data centre lease with an investment-grade hyperscale tenant to reinforce its shift away from Bitcoin mining toward AI infrastructure. The rally extends recent gains driven by investor support for the strategic pivot as the company positions itself as a developer of high-performance computing facilities for large technology client. The announcement came alongside a new $200mn revolving credit facility to provide additional financial flexibility to support expansion. Shares were trading as high as $16.67 as of 14:15UTC - a 12% bump from the 24 Mar close of $14.86 - before falling back later in the day. At 19:40UTC, CIFR was changing hands for around $15.85.

Frankfurt Forces Heavy Digital Euro Rulebook on Payment Providers The European Central Bank is aggressively stepping up preparations for the launch of its digital currency to challenge the global dominance of the US dollar. The central bank will reveal the rules for its digital euro pilot this summer, executive board member Piero Cipollone said. Market participants will be asked to integrate the digital euro into their payment systems after the standards are officially announced.

BlackRock Cites Price Data as Weak Link in Tokenized Asset Push BlackRock is warning that a fundamental weakness in how cryptocurrency markets determine prices could become a major constraint as tokenization expands into traditional financial assets. Failures in price data during a market disruption on 10 Oct 2025 serve as evidence that the infrastructure of the industry is not yet ready to support tokenized markets at scale, Samara Cohen, senior managing director and global head of market development at BlackRock, noted during the Digital Assets Summit on 25 Mar.

Fear & Greed Index – Quick Analysis Current: 10 → Extreme Fear 😱 Yesterday: 14 Last Week: 23 Last Month: 8

Franklin Templeton Takes Five ETFs Onchain With Ondo Ondo Finance and Franklin Templeton have announced a partnership to bring a new set of tokenized exchange-traded funds onchain. The initiative significantly expands the range of traditional financial products available through blockchain infrastructure and signals a major shift in how legacy asset managers view decentralized ledgers.

Bitcoin nears $72,000 as rising open interest signals growing leverage in choppy market BTC rises with equities while surging open interest and fading volatility point to leveraged positioning despite repeated rejections near $72,000.

Crypto Fear & Greed Index Update 📊 Current reading: 14 — Extreme Fear • Slight recovery from yesterday (11 → 14) • Market still deep in fear zone • Last week was relatively better (26) • Overall sentiment remains weak Conclusion: Fear is still dominating the market. Small bounce in sentiment, but no strong confidence yet. Caution remains key ⚠️

Strategy Fuels Stock-Sale Machine with $42bn to Fund Bitcoin Buys Strategy Inc. has expanded its ability to raise capital through equity markets, setting up tens of billions of dollars in additional stock sales that could fund future investments in Bitcoin (BTC). In a filing on Monday, the company said it may issue and sell new shares of common and preferred stock "from time to time" under expanded at-the-market (ATM) programmes, adding fresh capacity on top of existing plans.

SEC Signals Crypto Rule Proposal, Targets April Timeline The US Securities and Exchange Commission has taken a formal step toward codifying its newly announced crypto framework, filing a pre-rulemaking notice that signals a proposal could arrive as early as April. The notice, titled "Crypto Assets," was published in the federal government's Unified Agenda on 23 Mar and indicates the agency is preparing rules governing the offer and sale of digital assets, including "exemptions and safe harbors" to clarify how the market is regulated. The filing, now under White House review, follows an interpretive guidance issued by the SEC last week introducing a new classification approach for digital assets under categories such as digital commodities, collectibles, tools and tokenized securities, with only the latter falling squarely under securities laws.

🇯🇵 10-year JGB at 2.30% 🚨 Highest in decades, breaking past 2008 peak. Monetary conditions clearly changing.