Author：Chain Wizard
Editor's Note: The US-Iran conflict continues. Although the crypto market saw a short-term rebound due to positive news such as the ceasefire agreement, crypto assets in the US stock market still mostly declined. Considering Trump's volatile stance and Iran's tough stance, investing in other sectors may still yield better returns than crypto stocks. Of course, crypto-related stocks such as Strategy, Bitmine, Coinbase, and Robinhood can still be considered "leveraged versions of BTC and ETH," and their gains could be even greater if the overall crypto market rebounds significantly. However, given the current unresolved downward trend, the waiting period may be much longer than we imagine.
The following is a summary of last week's cryptocurrency and stock market information compiled by Odaily Planet Daily.All US stock data comes frommsx.com.
With the easing of tensions between the US and Iran and an increased probability of ceasefire negotiations, the cryptocurrency market has seen a slight recovery.
Analysis: Expectations of a US-Iran ceasefire boosted risk assets, while short squeezes coupled with low volatility drove a Bitcoin rebound.
Bitcoin and global risk assets strengthened on news of potential ceasefire talks between the US and Iran. Bitcoin rose to $69,350 on Monday morning, a new weekly high. Media reports indicated that the US, Iran, and regional mediators are discussing a 45-day ceasefire framework, which, if reached, could lead to a longer-term ceasefire.
Analysts point out that this round of price increases is mainly driven by expectations of ceasefire negotiations, rather than Trump's tough rhetoric. The market's sensitivity to his statements has decreased, and it is more inclined to judge based on actual action signals. In the derivatives market, the crypto market has formed a typical "short squeeze," with both implied and realized volatility at low levels. Previous market sentiment leaned towards extreme panic, creating conditions for a rebound. However, the situation in the Strait of Hormuz remains a key variable. If only a ceasefire is reached without a substantial resumption of shipping, the price increase may only be a short-term rebound; if negotiations fail, Bitcoin could still fall back to the $60,000 range.
The US-Iran conflict has shattered Bitcoin's "safe-haven" myth, and ETF funds are reshaping pricing logic.
A 10x Research article states that against the backdrop of the current US-Iran conflict, Bitcoin has not demonstrated its "anti-inflation" or "safe-haven asset" attributes; instead, it has fallen in tandem with other risk assets, indicating a shift in its price-driving logic. The launch of Bitcoin ETFs has introduced a new group of investors to the market, mostly from Wall Street, who focus more on macroeconomic variables than on-chain applications or network growth indicators. However, not all "macro" indicators apply to Bitcoin. Some retail investors still rely on narratives of "four-year cycles" or even extended "five-year cycles," leading to continued long positions during the decline. Currently, the market generally misinterprets Bitcoin, viewing it as a safe-haven asset, over-relying on ineffective liquidity models, and ignoring the key macroeconomic factors that truly drive the cycle.
Weekly Updates on Cryptocurrency Stock Companies
Representative listed companies in the BTC Treasury
According to SoSoValue data, as of 8:00 AM ET on April 6, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) last week was $735 million, an increase of 1,050,543% compared to the previous week.
Strategy (formerly MicroStrategy) announced an investment of approximately $330 million to purchase 4,871 Bitcoins at a price of $67,718, bringing its total holdings to 766,970 Bitcoins.
Japanese listed company Metaplanet announced last week that it invested $405 million to purchase 5,075 bitcoins at a price of $79,898, bringing its total holdings to 40,177 bitcoins.
In addition, another company purchased Bitcoin last week. British Bitcoin company BHODL announced on April 2nd that it had invested $68,000 to purchase one Bitcoin.
As of press time, the total number of Bitcoins held by listed companies worldwide (excluding mining companies) is 1,033,280, an increase of 0.97% compared to last week, with a current market value of approximately US$71.78 billion, accounting for 5.2% of Bitcoin's circulating market capitalization.
Genius Group (GNS), a US-listed company, released its financial results for the first quarter of 2026 (ending March 31) on April 1. The company has sold all of its Bitcoin reserves and fully repaid approximately $8.5 million in debt through debt restructuring, stating that it will restart Bitcoin reserve construction once market conditions improve. Financially, the company performed strongly in the first quarter: revenue of $3.3 million, a 171% increase year-over-year ($1.2 million); gross profit of $2 million, a 228% increase year-over-year ($0.6 million).
Representative companies of the ETH Treasury listed companies
Bitmine added 71,252 ETH last week, bringing its total staked assets to over $7 billion.
Ethereum treasury firm Bitmine Immersion Technologies disclosed that it increased its holdings of 71,252 ETH last week. Its current cryptocurrency holdings include 4,803,334 ETH, 198 BTC, $92 million worth of Eightco Holdings equity, and $200 million worth of Beast Industries shares. In addition, the company has a total of 3,334,637 ETH staked (equivalent to $7.1 billion at $2,123 per ETH).
Representative companies of SOL Treasury listed companies
Solana treasury company Sharps Technology released its annual financial results report for the year ended December 31, 2025, disclosing that the company's SOL token holdings have exceeded 2 million, with approximately 95% of SOL tokens in an active staking state. In addition, the total revenue for fiscal year 2025 reached approximately $7 million, including $6.8 million in net staking income.
Sharps Technology also stated that its total assets at the end of fiscal year 2025 reached $269.1 million, including $250.1 million in digital assets at fair value, $10.4 million in cash, and $14.2 million in positive working capital.
Representative companies of altcoin treasury listed companies
On April 1, Nasdaq-listed TON Strategy released its full-year 2025 financial report, disclosing that as of December 31, 2025, it held 219.7 million TON (fair value of approximately US$356.8 million), received 2.185 million TON staking rewards throughout the year, and the company's total digital assets reached US$356.8 million. Total revenue in 2025 reached US$12.8 million, but operating losses widened to US$36.4 million.
Eightco Holdings announced a $326 million stake, becoming the largest listed shareholder in WLD.
Nasdaq-listed Eightco Holdings disclosed its asset holdings as of March 30, 2026, including 277,222,975 Worldcoin (WLD), 11,068 ETH, $90 million in indirect investment in OpenAI, $25 million in investment in Beast Industries, and $109 million in cash and stablecoins, totaling approximately $326 million. Eightco claims to be the largest publicly traded company in terms of holdings within the Worldcoin ecosystem.
Nasdaq-listed ZeroStack Corp. announced that it has reached a definitive agreement for a $107 million funding round pegged to the 0G token. Upon completion of the transaction, ZeroStack will hold approximately 21% of the total 0G token supply. Under the terms of the funding round, ZeroStack will establish a Texas-based company, Texas Blocker, to facilitate the transaction. Investors will contribute 142,232,948 native 0G tokens (worth approximately $107 million). Texas Blocker will become a wholly owned subsidiary of ZeroStack after the share exchange is completed. The share exchange is expected to close around July 5, 2026, subject to customary closing conditions and shareholder approval.
