Editor’s Note: The conflict between the U.S. and Iran continues. Although short-term market sentiment has improved due to positive news such as ceasefire agreements, the cryptocurrency sector in U.S. equities remains predominantly down. Given Trump’s inconsistent stance and Iran’s firm position, returns from investing in other sectors may still outperform crypto-related stocks. That said, crypto-themed stocks like Strategy, Bitmine, Coinbase, and Robinhood can still be viewed as “leveraged versions of BTC and ETH”—should the broader crypto market rebound sharply, these assets could rise even more strongly. However, with the current downtrend showing no signs of stopping, the waiting period may be longer than we anticipate.
Below is a summary of last week's crypto stock market information compiled by Odaily Planet Daily; all U.S. stock data is sourced from msx.com.
Tensions between the U.S. and Iran ease, increasing the likelihood of ceasefire negotiations, leading to a modest recovery in the crypto market.
Analysis: Expectations of a ceasefire between the U.S. and Iran have boosted risk assets, with short squeezes and low volatility driving Bitcoin's rebound.
Driven by rumors of potential ceasefire negotiations between the U.S. and Iran, Bitcoin and global risk assets strengthened, with Bitcoin rising as high as $69,350 early Monday, reaching a weekly high. According to media reports, the U.S., Iran, and regional mediators are discussing a framework for a 45-day ceasefire, which, if达成, could pave the way toward a longer-term truce.
Analysis indicates that this rally is primarily driven by expectations of a ceasefire negotiation, rather than Trump’s tough statements, as the market has become less sensitive to his remarks and now favors assessing actual policy signals. In the derivatives market, the crypto market has formed a classic short squeeze, with both implied and realized volatility remaining low;此前市场情绪极度恐慌，为反弹创造了条件。 However, the situation in the Strait of Hormuz remains a key variable. If only a ceasefire is achieved without a substantive resumption of shipping, the rally may be merely short-lived; if negotiations fail, Bitcoin could still retreat to the $60,000 range.
Under the U.S.-Iran conflict, Bitcoin's "safe-haven myth" has failed, and ETF funds are reshaping the pricing logic.
10x Research stated that, against the backdrop of the current U.S.-Iran conflict, Bitcoin has not demonstrated its attributes as an inflation hedge or safe-haven asset, instead declining in tandem with other risk assets, indicating a shift in its price drivers. The launch of Bitcoin ETFs has introduced a new cohort of investors, mostly from Wall Street, who prioritize macroeconomic variables over on-chain applications or network growth metrics—though not all “macro” indicators are applicable to Bitcoin. Some retail investors still rely on narratives around the “four-year cycle” or extended “five-year cycle,” leading them to maintain long positions during downturns. The market currently misinterprets Bitcoin, treating it as a safe-haven asset, over-relying on outdated liquidity models, and overlooking the true macroeconomic factors that drive cycles.
Weekly update on cryptocurrency and stock listed companies
Representative listed company in the BTC treasury
According to SoSoValue data, as of 8:00 AM Eastern Time on April 6, 2026, the weekly net global corporate Bitcoin purchases by publicly traded companies (excluding mining companies) amounted to $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 each, bringing its total holdings to 766,970 bitcoins.
Japanese publicly traded company Metaplanet announced last week that it invested $405 million to purchase 5,075 bitcoins at $79,898 each, bringing its total holdings to 40,177 bitcoins.
In addition, one other company purchased Bitcoin last week. UK-based Bitcoin company BHODL announced on April 2 that it invested $68,000 to purchase one Bitcoin.
As of the time of writing, the total number of bitcoins held by global publicly traded companies (excluding mining companies) listed in the statistics amounts to 1,033,280 BTC, representing a 0.97% increase from last week, with a current market value of approximately $71.78 billion, accounting for 5.2% of Bitcoin’s circulating market cap.
U.S.-listed company Genius Group (GNS) released its Q1 2026 financial results (ended 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 it will restart Bitcoin reserve accumulation once market conditions improve. Financially, the company delivered strong Q1 performance: revenue of $3.3 million, a 171% increase year-over-year (from $1.2 million); gross profit of $2 million, a 228% increase year-over-year (from $600,000).
Representative enterprises with ETH treasury listings
Bitmine increased its ETH holdings by 71,252 last week, with staking volume surpassing $7 billion.
The Ethereum treasury company Bitmine Immersion Technologies disclosed that it increased its holdings by 71,252 ETH last week. The company’s current crypto asset portfolio includes 4,803,334 ETH, 198 BTC, $92 million in equity from Eightco Holdings, and $200 million in shares of Beast Industries. Additionally, the company has staked a total of 3,334,637 ETH (valued at $2,123 per ETH, totaling $7.1 billion).
Representative companies in the SOL treasury
Sharps Technology, the Solana treasury company, released its annual financial performance report as of December 31, 2025, disclosing that its SOL token holdings have exceeded 2 million, with approximately 95% of the SOL tokens actively staked. Additionally, the company's total revenue for fiscal year 2025 reached approximately $7 million, including $6.8 million in net staking income.
Sharps Technology also reported total assets of $269.1 million as of the end of fiscal year 2025, including $250.1 million in digital assets measured at fair value, $10.4 million in cash, and $14.2 million in positive working capital.
Representative enterprises of altcoin treasury public 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 tokens (with a fair value of approximately $356.8 million), earned 2.185 million TON in staking rewards for the full year, and had a total digital asset value of $356.8 million. The company’s total revenue for 2025 reached $12.8 million, but its operating loss widened to $36.4 million.
Eightco Holdings discloses a $326 million position, becoming the largest corporate holder of WLD.
Nasdaq-listed Eightco Holdings disclosed its asset holdings, as of March 30, 2026, holding 277,222,975 Worldcoin (WLD) tokens, 11,068 ETH, a $90 million indirect investment in OpenAI, a $25 million investment in Beast Industries, and $109 million in cash and stablecoins, for a total portfolio value of approximately $326 million. Eightco stated that it is currently the largest publicly traded company by holdings in the Worldcoin ecosystem.
Nasdaq-listed company ZeroStack Corp. has announced that it has reached a definitive agreement for a $107 million financing transaction anchored in 0G tokens. Upon completion of the transaction, ZeroStack will hold approximately 21% of the total supply of 0G tokens. Pursuant to the financing terms, ZeroStack will establish a Texas-based company named Texas Blocker to facilitate this transaction. The investor plans to contribute 142,232,948 native 0G tokens (valued at approximately $107 million). Texas Blocker will become a wholly owned subsidiary of ZeroStack following the share exchange, which is expected to be completed around July 5, 2026, subject to customary closing conditions and shareholder approval.