Treasury Writes Stablecoin Rules, Settlement Rails Face a New Test
Stablecoins & Digital Asset Market:
1Konto Market Brief
Weekly news, analysis, and insights from the 1Konto trading desk
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Nvidia Opens $500B AI Funding Market, Bitcoin Miners Pivot to Compute
Digital Asset Market:
Palantir Earnings Break the AI Slump, Bitcoin Flows Stay Selective
Digital Asset Market:
Chip Selloff Breaks AI Leadership, Capital Rotates Across the Market
Digital Asset Market:
Bitcoin ETF Flows Rebuild, but AI Trade Faces Stricter Test
Digital Asset Market:
AI Trade Rebounds as Oil Risk Tests the Relief Rally
Digital Asset Market:
AI Leadership Cracks as Crypto Liquidity Turns Fragile
Digital Asset Market:
Treasury Yields Wait on Jobs, Crypto Liquidity Keeps Draining
Digital Asset Market:
Oil Drops Below $78, Tech and Bitcoin Still Reprice Lower
Digital Asset Market:
Hormuz Deal Cuts Oil Premium, Crypto Liquidity Still Drains
Digital Asset Market:
Oil Relief Buys Powell Time, ETF Redemptions Keep Crypto Fragile
Digital Asset Market:
Bitcoin Breaks $70K as ETF Outflows Overpower Rates Relief
Digital Asset Market:
Treasury Yields Retreat, Bitcoin Waits for ETF Flows
Digital Asset Market:
30-Year Yield Nears 5.2%, Bitcoin ETF Outflows Accelerate
Digital Asset Market: Bitcoin remains pinned below $80,000, trading near $76,964, while Ethereum is near $2,118.
CPI Spike Freezes Fed Cut Path, Stablecoin Rails Gain Ground
Digital Asset Market: Stablecoins remain the highest-signal part of digital assets this week.
Hormuz Oil Scare Fades, Nasdaq Breaks Higher
Digital Asset Market: Bitcoin moved back above $81,000, with BTC last around $81,362, as digital assets caught a risk-on bid alongside broader equities.
Hormuz Oil Shock Boxes In Powell, Bitcoin and Tech Rally Lose Margin for Error
Digital Asset Market: Bitcoin pulled back from the upper-$70,000s as risk appetite cooled across tech and digital assets.
Oil Spike Pressures Equities, Delays the Fed, and Tests Bitcoin’s Resilience
Digital Asset Market: Bitcoin is holding near $75.7K even as broader risk assets wobble, with Ethereum near $2.31K.
Gulf Disruption Rewires Oil Trade, Strategy Adds $1B in Bitcoin, Shorts Get Cornered
Digital Asset Market: Michael Saylor’s Strategy bought 13,927 Bitcoin for about $1 billion between April 6 and 12, paying an average of $71,902 per coin and bringing total holdings to 780,897 BTC, acquired for $59.02 billion at an average purchase price of $75,577, leaving 19,103 BTC to reach 800,000.
Hormuz Deadline Jolts Markets, Bitcoin Flows Return as Artemis Heads Home
Digital Asset Market: US-listed spot Bitcoin ETFs regained momentum with their strongest inflows in weeks, arriving as Bitcoin briefly approached $70,000 before slipping back under $69,000 in a market still shaped by geopolitical risk and lingering anxiety, including fresh chatter about quantum resistance.
Hormuz Shipping Hit, Oil Spike Tests Powell’s Patience and Bitcoin’s Floor
Digital Asset Market: Bitcoin hovered around $67,000 to $67,200 on March 31, 2026, near the level that would either snap a five-month losing streak or confirm a rare sixth straight monthly decline, a streak it has only matched once before and never exceeded.