Crypto and Stock Market Indicator | Strategy's Rare Zero Buy-In in History, Last Week's Global Listed Companies Net Bitcoin Purchases Plummeted by 99.93%; Bitmine Currently Holds 3.92% of ETH Supply (as of March 31)

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Editor’s note: The conflict between the US and Iran is still ongoing, and under localized hot-war conditions, US stocks and the crypto market continue to face sustained pressure. Crypto mining companies—whether they accelerate their AI transformation or steadfastly defend their mining positions—saw their share prices fall over the past week. Meanwhile, impacted by news such as the potential restrictions of the CLARITY Act on stablecoin yield, Circle’s share price has abruptly crashed to below $100. Other BTC and ETH treasury companies, including Strategy, Bitmine, Sharplink, and others, have also suffered sharp declines in their stock prices, hitting new intramonth lows. In addition, Cathie Wood’s Ark Invest has acted unusually: last week, it massively sold technology stocks and crypto ETFs, as well as crypto-coin equities and other assets. At present, it may be that holding cash is the best way to deal with the continued closure of the Strait of Hormuz and the ongoing tension in the US-Iran situation.

The following is a summary and compilation of information on the coin-and-stock market from last week by Odaily’s Star Daily; all US stock data comes from msx.com.

Amid geopolitical shocks, investors need to take multiple defensive measures

Investors are reverting to the 2022 “sell stocks, hold cash” playbook, as risk-hedging sentiment heats up

To avoid risks brought by the Iran war, investors are selling stocks and bonds and rebuilding cash holdings, which mirrors the strategy used after Russia’s invasion of Ukraine in 2022. A new survey by Bank of America this month of fund managers shows that fund managers’ cash holdings have jumped by the largest amount in six years. Meanwhile, this week, JPMorgan strategists said that the position adjustments made to hedge against the conflict may still not be over. In a report led by the JPMorgan team headed by Nicolas Panigirtzoglou, the team said that as long as geopolitical and macro uncertainty remain highly elevated, the current cash allocation—which is still below historical levels—will have an unfavorable impact on future stock and bond markets. Investors have been selling stocks, bonds, and gold at the same time, and have been more inclined to increase cash. However, compared with the outbreak of the Russia-Ukraine conflict, the cash level in investment portfolios is still at a moderate level.

Cathie Wood’s Ark Invest massively sold technology stocks and Bitcoin ETFs last week

Ark Invest sold Meta shares worth about $41 million and Nvidia shares worth more than $26 million last Thursday (local time March 27). In addition, the company sold roughly $11 million worth of its own Bitcoin ETF (ARKB) shares, about $6.5 million of crypto exchange Bullish stock, and nearly $5 million of Block stock, the company founded by Jack Dorsey. Ark Invest also trimmed about $2.5 million of Alphabet shares and about $7.5 million of AMD shares.

The momentum of systematic selling of US stocks may be weakening, as the market is brewing a rebound

A post by The Kobeissi Letter said that the momentum of systematic selling of US stocks may be weakening. Algorithm-driven funds—Commodity Trading Advisors (CTAs)—sold $85 billion worth of US stocks over the past 30 trading days, the largest 30-day sales amount since the 2020 pandemic, when CTAs sold $105 billion. By comparison, the selloff driven by the adjustment from March to April 2025 resulted in sales of $80 billion. Currently, CTAs hold $37 billion in US stock short positions, the third-highest level since 2019. At the same time, Goldman Sachs estimates that over the next month, regardless of market conditions, CTAs will be buying, as the market is preparing for a rebound.

Weekly update: corporate developments of coin-and-stock listed companies

Representative enterprises among BTC treasury listed companies

Global listed companies’ net Bitcoin purchases plunged 99.93% to $70,000; Strategy had an extremely rare zero-buy

Based on SoSoValue data, as of the morning of March 30, 2026 (8:00 AM US Eastern Time), the total net purchases of Bitcoin by global listed companies (excluding mining companies) over the week were $700,000? Actually 7万美元 = $70,000; so “total net buys were $70,000,” down 99.93% from the previous week.

Strategy (formerly MicroStrategy) did not announce any Bitcoin purchases.

Japanese listed company Metaplanet did not buy Bitcoin last week and has gone 11 consecutive weeks without purchasing.

In addition, one more company bought Bitcoin last week: UK Bitcoin company BHODL announced on March 26 that it would deploy $72,832 to purchase 1 Bitcoin.

A Swedish health tech company, H100, plans to acquire Norwegian company Moonshot AS and Never Say Die AS through an all-stock transaction and increase its Bitcoin holdings to 3,501 coins. French Bitcoin asset company Capital B announced that it has completed €2.8 million in financing to advance Bitcoin purchases.

As of the time of publication, total Bitcoin holdings by global listed companies (excluding mining companies) in the tally were 1,023,333 coins in total, up 0.000098% from the previous week; the current market value is about $69.39 billion, accounting for 5.1% of Bitcoin’s circulating market value.

Representative enterprises among ETH treasury listed companies

Bitmine increased its holdings by 71,100 ETH last week and currently holds 3.92% of the ETH token supply

Last week, Tom Lee and Bitmine increased holdings by 71,100 ETH. Bitmine said it currently holds 3.92% of the ETH token supply.

Representative enterprises among SOL treasury listed companies

Solana treasury company Artelo Biosciences completes $11 million private financing

On March 29, Solana treasury company Artelo Biosciences, listed on the Nasdaq, announced that it would sell 3,188,407 shares of common stock in a private placement at a price of $3.45 per share, raising a total of $11 million. The new funds will be used for general corporate purposes and to repay part of its transitional debt. According to StrategicSolanaReserve’s latest data, Artelo currently holds 45,883 SOL.

Representative enterprises among altcoin treasury listed companies

US-listed company OceanPal discloses holdings of about 51.3 million NEAR tokens

According to PRNewswire, OceanPal, a Nasdaq-listed digital asset management operator, released its annual financial report, disclosing that its balance sheet holds about 51.3 million NEAR tokens, with another 2.85 million NEAR tokens as collateral for derivative positions.

Hyperion DeFi discloses holding more than 1.93 million HYPE, 1.92 million KNTQ, and 1 million HPL

Hyperion DeFi, a Nasdaq-listed company, released its annual financial performance report, disclosing that as of March 23, its digital asset treasury held more than 1.93 million HYPE (calculated at about $73.9 million based on an average price of $38.2), 1.92 million KNTQ, and 1 million HPL. Hyperion DeFi said that in the fourth quarter of last year, the company earned 8,713 HYPE token rewards through staking, up 17% from the 7,437 HYPE token rewards in the third quarter.

上市公司 Tron: TRX treasury holdings exceed 688.5 million coins; increased by 160,800 TRX on the 26th

Tron Inc. said that on March 26 it purchased 160,800 TRX at an average price of $0.3109, bringing its TRX treasury holdings to more than 688.5 million coins. Tron Inc. (TEySE…9mT) plans to further increase its Tron DAT holdings to enhance long-term value for shareholders.

SDEV invests more than $100 million to buy SKY tokens; its position accounts for about 8.78%

Nasdaq-listed NovaBay Pharmaceuticals has changed its name to Stablecoin Development Corporation (stock code changed from NBY to SDEV), with its business shifting to the crypto and stablecoin-related space.

The company previously completed about $134 million in private financing and used the main funds to increase its holdings of the governance token SKY of the decentralized stablecoin protocol Sky. It currently holds about 2.06 billion SKY, representing about 8.78% of the total supply, with a corresponding market value of about $147 million. Some of these were purchased in the secondary market at an average price of about $0.065. In addition, the company has started staking SKY to earn rewards, accumulating about 26.6 million SKY as staking rewards.