Capital Flow

Empery Digital Inc. announced on April 1 that it fully repaid its outstanding term loan by selling 370 Bitcoin, raising approximately $24.7 million. The company holds 2,989 Bitcoin with the goal of enhancing financial flexibility to manage market volatility. It may in the future increase its borrowing limits and reduce its Bitcoin holdings to support share repurchases.

Empery Digital recently sold 370 bitcoins, generating about $24.7 million in proceeds. Its current holdings have fallen to 2,989 bitcoins. The company fully repaid a term loan through a share placement and bitcoin sales, reducing interest expense, and freed approximately 1,800 bitcoins as collateral, improving its balance sheet.

Genius Group (GNS) releases its Q1 2026 earnings report. The report shows the company has sold all its Bitcoin reserves and fully repaid about $8.5 million in debt. It plans to restart Bitcoin reserves after market conditions improve. In terms of financial performance, revenue was $3.3 million, up 171% year over year; gross profit was $2.0 million, up 228%.

A report released on April 1 shows that on March 30 and 31, Bitcoin ETFs saw net inflows of $69.4 million and $114 million, respectively, ending the outflow trend. The main sources of inflows were ARK Invest and Fidelity. In the derivatives market, shorts are dominant; the funding rate remains negative, and there is a dense liquidation zone below the current Bitcoin price of $66.5k.

U.S. spot bitcoin ETFs saw $1.32 billion in net inflows in March, ending a streak of four months of outflows during a price drop. Bitcoin's price stabilized, marking a potential momentum shift, yet investors remain underwater on average.

Bitcoin ETFs have seen a return of inflows after a period of stagnation, indicating renewed interest from institutional investors despite a significant price drop. The slight decrease in total assets under management reflects resilience and a potential for market recovery.

Bhutan's recent transfers of 375 BTC signify a sustained reduction in its Bitcoin reserves, shifting from mining to selling to fund infrastructure projects. After accumulating substantial holdings, the government has begun liquidating assets, indicating altered financial strategies.

Gate News, April 1, according to Lookonchain monitoring, a newly created wallet address has withdrawn 25.5 million STO from a certain CEX within the past 20 hours, worth approximately $4.85 million, accounting for 11.32% of the circulating supply.

Gate News message. On April 1, according to Arkham monitoring, Alameda Research today cleared the pledge of $3.56 million worth of Ethereum. Three weeks ago, the firm had allocated $17 million worth of SOL tokens. Currently, Alameda Research still holds $300 million in SOL, $35 million in Bitcoin, and $20 million in USDT.

The Bitcoin mining industry faces severe challenges: mining costs have surged to $88,000, while the Bitcoin price is about $68,000, leading to worsening losses for miners. As geopolitical risk and high oil prices continue to take their toll, hashrate keeps declining, and the resulting industry pressure has also triggered market instability. Many mining companies have begun transitioning to AI and high-performance computing to stay afloat.

Bitmine Immersion Technologies reported $10.7 billion in assets and accumulated 4.73M ETH, representing 3.92% of the total supply. It launched the MAVAN staking platform, generating $177M annually while navigating market dynamics influenced by rising oil prices.

Bitcoin miner Bitfarms announced that it will sell the Bitcoin it currently holds, fully pivoting to artificial intelligence infrastructure, and plans to “sell at higher prices” when market conditions are favorable. It still currently holds about 1,827 BTC, and in the future will completely liquidate its holdings to strengthen its AI business. The company will also move to the United States and rename itself to “Keel Infrastructure.”

Bitcoin fell 23.8% in the first quarter of 2026, marking its worst performance since 2018. The decline was mainly driven by outflows from spot ETF fund flows and high inflation. Despite the near-term drop, analysts say long-term conviction in Bitcoin has not changed, and it’s important to watch shifts in the macro environment and incoming capital flows.

Even though the legal dispute between Ripple and the SEC may end in 2025, the XRP price is still 64% below its all-time high. ETF inflows and policy support provide support, but the market remains cautious about XRP’s outlook. Analysts say the price is constrained by the overall economic environment, and investors need to pay attention to macro factors and Ripple’s development.

After the Lido DAO LDO token price hit a historic low, it once again began discussing a token buyback plan, proposing to use up to $20 million for repurchases to ease concerns about the governance token’s value. The proposal received community support, reflecting members’ desire to stabilize the market and boost confidence, but the long-term outlook for the LDO price still depends on the governance model and the recovery of Ethereum staking participation.

From 06:30 to 06:45 (UTC) on April 1, 2026, BTC in the short-term period gained a +0.50% return. The price fluctuated within the range of 68,808.1 to 69,224.2 USDT, with an amplitude of 0.60%. During this abnormal movement, market trading volume significantly increased, overall activity rose, and both on-chain and exchange liquidity were greatly enhanced. Although the volatility was limited, market attention was notably heightened. The main driving force behind this abnormal movement was: a large amount of whale funds began transferring to exchanges. The proportion of whale wallets transferring funds to exchanges sharply increased from 0.34 in January to 0.79 on March 28,

Bitcoin asset management company Strive, based in Dallas, has seen its Bitcoin-preferred shares SATA reach a record high single-day trading value of $43 million since listing in 2025, drawing the attention of institutional investors. SATA’s trading volume has risen significantly in the short term, closely tied to its stable price range and dividend design, highlighting the unique value of Bitcoin preferred shares as a financing tool.

In the first quarter of 2026, the Bitcoin price stayed below $70,000, and market sentiment remained cautious. Despite an increase in whale selling, corporate buyers continued to accumulate against the tide, creating long-term support. Public companies net-bought about 62,000 additional Bitcoins, indicating a structural shift in the market. In the second quarter, the key factor will be the persistence of corporate buying; strategic institutional buyers may dominate the market and influence the price trend.

Michael Saylor’s Strategy increased its Bitcoin holdings by more than 88,000 coins in the first quarter of 2026, bringing total holdings to nearly 739,000 coins and cementing its position as the world’s largest corporate holder. The move was completed through $42 billion in financing, reflecting Saylor’s confidence in long-term value, even though overall market sentiment remains relatively bearish. The accumulation strategy shows the contrarian thinking of institutional investors in a bear market, but it also introduces risks of price volatility and leverage financing.