Crypto Data and Research Reports

Analyst Darkfost pointed out that more than 40% of altcoin prices are approaching historical lows, reflecting market pressure and structural issues. Despite the downturn, identifying resilient projects may deliver long-term returns. Investors should focus on fundamentals and market resilience, uncovering opportunities at lower levels to prepare for the coming phase of divergence in market conditions.

Gate News message, on March 31, according to Onchain Lens monitoring, the Royal Government of Bhutan transferred 325 BTC (worth $25.19 million) to a wallet that previously received BTC from Galaxy Digital, which appears to be a sale.

MicroStrategy holds 762,099 bitcoins, with a book value of about $51.5 billion, but due to market liquidity issues, its actual liquidation value could be as low as $20 billion. Although some analysis suggests its assets may be priced at a premium, its financing structure and market conditions create challenges for its future valuation. Current activity for large-scale transactions is declining, indicating that the market has limited capacity to absorb sell-offs by large “whales.”

Gate News reports that on March 31, the latest weekly report from TRON's decentralized lending protocol JustLend DAO shows that the platform’s total value locked (TVL) reached $6.55 billion, and total deposits amounted to $3.53 billion. JustLend DAO is a core DeFi infrastructure within the TRON ecosystem, providing on-chain lending services to users worldwide.

Gate News message: March 31, according to on-chain analyst Ai Yi monitoring, SKY today listed a certain CEX won trading pair. After SKY briefly touched $0.087 on another CEX, it pulled back, with a gain of 16%. An address (0x6c2...f3f14), after the listing announcement was published, withdrew 31.45 million SKY from the Sky staking contract and deposited them into a certain CEX, worth $2.46 million. The deposit price was $0.078, and the current price is $0.072.

This essay discusses the inefficiencies of stablecoins, highlighting that 90% are unproductive and act as a hidden tax. It identifies a significant opportunity within DAO treasuries and DEX liquidity, as well as emerging solutions like HyENA and Solomon that aim to enhance yields for users.

Digital asset ETPs saw a peak of over $250B, ending 2025 with $184B AUM, mainly driven by Bitcoin products. The market is evolving, with over 125 new filings indicating a trend toward diversified asset offerings.

Bitcoin market sentiment remains depressed, and the Fear and Greed Index has fallen to 8. It has been at extreme fear for 59 days, mainly driven by high interest rates and the global economic environment. Despite retail traders’ low sentiment, long-term holders are still transferring assets. The market faces structural disagreement, and future price action will depend on changes in macro liquidity.

A Chainalysis report says that organizations such as Russia and Iran use cryptocurrencies to buy low-cost drones and parts, and use blockchain transparency to trace the flow of funds. The Russian side raised $8.3 million for drone procurement, while Iran found transaction records between its Revolutionary Guards and a Hong Kong supplier. The report emphasizes that blockchain can reveal evidence of sanctions violations and promote compliant oversight of cryptocurrencies.

Gate News message, March 31, according to SolanaFloor monitoring, in the past 24 hours Circle minted approximately 750 million USDC on the Solana chain.

SWIFT, the global financial messaging network, is accelerating the development of blockchain settlement infrastructure and plans to launch its first minimum viable product in 2026. The new system is built on a permissioned network, enabling near-real-time transfers of tokenized deposits and digital currencies through smart contracts. Its core selling point is low integration and upgrade costs. The project has attracted more than 30 major banks and aims to improve the efficiency of cross-border payments, with potentially massive impact.

By the end of March 2026, corporate sentiment toward Bitcoin allocations has clearly cooled, with global listed companies net adding only about $70,000—hitting a new low. Major firms such as Strategy and Metaplanet have paused purchases, indicating that market sentiment has shifted. Despite high holdings, available new capital is limited; some companies have adopted adjustment strategies to cope with the market environment, reflecting caution about the current price. The overall market trend will depend on fund flows and changes in macroeconomic policy.

The Ethereum Foundation recently staked 22,517 ether, setting a new single-day staking record, worth approximately $46 million. This action is in line with its 2025 financial policy, aiming to actively put idle assets to work to increase returns and strengthen network security. The Foundation currently holds 147,471 ether and plans to allocate its resources to support the long-term development of the Ethereum ecosystem.

Strategy has rapidly accumulated 45,000 BTC over the last month, dominating corporate Bitcoin demand, while other treasury firms bought only 1,000 BTC, indicating a shift toward a less diversified market and heightened concentration risk.

Google’s quantum artificial intelligence team released a white paper, proposing a new quantum attack scheme that significantly lowers the cost of breaking elliptic curve encryption, sparking panic in the encryption industry. Research shows that the quantum computing threat is accelerating and moving closer, with major blockchains such as Bitcoin and Ethereum facing risks; the industry needs to rapidly advance the upgrade to post-quantum encryption.

Binance reports that its OTC desk volume reached 25% of 2025's total within just the first two months of 2026, indicating faster institutional investments. Notably, Bitcoin's share in OTC activity surged, reflecting increased demand from institutional investors.

Ethereum dominates the tokenized asset market, holding 61.4% with $206.2 billion in assets, a 40% annual increase. This growth signifies a shift from potential to active market engagement, marking Ethereum as the leading platform for tokenization in finance.

Bitmine has significantly increased its Ethereum holdings, acquiring over 71,000 ETH in the past week alone. This purchase marks the firm's largest weekly acquisition this year, reflecting strong institutional demand for ETH despite short-term market fluctuations.

Bitmine Immersion Technologies has extended its Ether buying streak into its fifth week, scooping up 71,179 Ether in its largest weekly purchase of 2026 so far.  The roughly $147 million Ether (ETH) buy represents a jump from Bitmine’s previous weekly average of $93 million to $103 million, the

The market cap of tokenized assets reached $24.6B in January, led by tokenized treasuries and commodities. Treasuries made up 39% of this, while commodities surged due to rising gold prices. Stablecoins contributed to liquidity, with a market cap of $308B.