Editor's Note: The conflict between the U.S. and Iran continues. Although the market has seen a temporary rebound due to positive news such as ceasefire agreements, cryptocurrency assets in the U.S. stock market are still largely declining. Considering Trump's inconsistent stance and Iran's strong response, investments in other sectors may yield better returns than assets related to cryptocurrency stocks. Of course, crypto-related stocks like Strategy, Bitmine, Coinbase, and Robinhood can still be viewed as "leverage assets for BTC and ETH." If the cryptocurrency market rebounds significantly, the rise in related assets may be greater. However, given the current downward trend, the waiting period may be longer than we expect.
Below is a summary of last week's information from the cryptocurrency stock market compiled by Odaily Planet Daily, all U.S. stock data comes frommsx.com.
U.S.-Iran Conflict Eases, Ceasefire Negotiations Increase Probability, Cryptocurrency Market Slightly Rebounds
Analysis: U.S.-Iran Ceasefire Expectations Boost Risk Assets, Short Squeeze Combined with Low Volatility Drives Bitcoin Rebound
Driven by news of potential ceasefire negotiations between the U.S. and Iran, Bitcoin and global risk assets strengthened, with Bitcoin briefly rising to $69,350 on Monday morning, marking a weekly high. In the news, it was reported that the U.S., Iran, and regional mediators are discussing a 45-day ceasefire agreement framework, which, if reached, could lead to a long-term ceasefire.
Analysis indicates that this round of gains is mainly driven by ceasefire negotiation expectations rather than Trump's tough statements, as market sensitivity to his remarks has decreased, and investors are more inclined to assess based on actual action signals. In the derivatives market, the cryptocurrency market has formed a typical "short squeeze," with both implied and actual volatility at low levels. The previous market sentiment was incredibly fearful, creating conditions for a rebound. However, the situation in the Strait of Hormuz remains a key variable. If there is only a ceasefire without a substantive restoration of shipping, the market may only see a short-term rebound. If negotiations fail, Bitcoin could still fall back into the $60,000 range.
Bitcoin's "Safe Haven Myth" Fails Under U.S.-Iran Conflict, ETF Funds Reshape Pricing Logic
10x Research stated that Bitcoin has not demonstrated "anti-inflation" or "safe haven asset" properties in the current U.S.-Iran conflict, but has instead fallen in sync with other risk assets, indicating a shift in its price-driving logic. The introduction of the Bitcoin ETF has brought a new group of investors to the market, many of whom come from Wall Street and focus more on macro variables than on-chain applications or network growth metrics. However, not all "macro" indicators apply to Bitcoin. Some retail investors continue to rely on the "four-year cycle" or extend it to a "five-year cycle" narrative, leading to continued buying during the downturn. The current market commonly misinterprets Bitcoin, viewing it as a safe haven asset, overly relying on a failing liquidity model, and neglecting the key macro factors that truly drive the cycle.
Weekly Update on Cryptocurrency-Related Public Companies
BTC Treasury Public Companies Representative
According to SoSoValue data, as of 8 AM Eastern Time on April 6, 2026, the total net Bitcoin purchases made by publicly listed companies globally (excluding mining companies) last week amounted to $735 million, an increase of 1,050,543% compared to the previous week.
Strategy (formerly MicroStrategy) announced an investment of about $330 million, purchasing 4,871 Bitcoins at a price of $67,718, bringing its total holdings to 766,970 Bitcoins.
Japanese public company Metaplanet announced last week an investment of $405 million, purchasing 5,075 Bitcoins at a price of $79,898, which raised its total holdings to 40,177 Bitcoins.
Additionally, another company bought Bitcoin last week. The British Bitcoin company BHODL announced on April 2 that it invested $68,000 to purchase 1 Bitcoin.
As of publication, the total amount of Bitcoin held by the statistics of global publicly listed companies (excluding mining companies) is 1,033,280 Bitcoins, an increase of 0.97% compared to last week, with a current market value of approximately $7.178 billion, accounting for 5.2% of Bitcoin's circulating market value.
Genius Group Has Sold Remaining BTC, Will Restart Bitcoin Reserve Strategy at Suitable Time
U.S. public company Genius Group (GNS) released its Q1 2026 (ending March 31) financial report 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 its Bitcoin reserve construction when market conditions improve. Financially, the company performed strongly in Q1: revenue was $3.3 million, a 171% year-on-year increase (compared to $1.2 million); gross profit was $2 million, a 228% year-on-year increase (compared to $600,000).
ETH Treasury Public Companies Representative
Bitmine Increased Holdings by 71,252 ETH Last Week, Staking Scale Exceeds $7 Billion
Ethereum treasury company Bitmine Immersion Technologies disclosed that it increased its holdings by 71,252 ETH last week. The company's cryptocurrency holdings include 4,803,334 ETH, 198 BTC, and shares in Eightco Holdings valued at $92 million, as well as shares in Beast Industries valued at $200 million. Additionally, the total amount of ETH staked by the company is 3,334,637 ETH (calculated at $2,123 per ETH, totaling $7.1 billion).
SOL Treasury Public Companies Representative
Solana treasury company Sharps Technology released its annual financial performance report for the year ended December 31, 2025, disclosing that the company's SOL token holdings have exceeded 2 million, with about 95% of SOL tokens in active staking. Additionally, total revenue for FY2025 reached approximately $7 million, including $6.8 million in net staking income.
Sharps Technology also stated that total assets at the end of FY2025 reached $269.1 million, including digital assets valued at $250.1 million assessed at fair value, $10.4 million in cash, and $14.2 million in positive working capital.
Altcoin Treasury Public Companies Representative
On April 1, Nasdaq-listed company TON Strategy announced its annual financial report for FY2025, disclosing that as of December 31, 2025, it held 219.7 million TON (with a fair value of approximately $356.8 million) and received 2.185 million TON in staking rewards over the last year. Additionally, the total value of the company's digital assets reached $356.8 million, with total revenue in 2025 amounting to $12.8 million, though operating losses expanded to $36.4 million.
Eightco Holdings Announced $326 Million Position, Becoming the Largest Public Company Holder of WLD
Nasdaq-listed company Eightco Holdings published the status of its asset holdings, reporting that as of March 30, 2026, it held 277,222,975 Worldcoin (WLD), 11,068 ETH, indirect investments of $90 million in OpenAI, $25 million investments in Beast Industries, and a total of approximately $109 million in cash and stablecoins, totaling around $326 million. Eightco claims it is currently the largest listed company holder in the Worldcoin ecosystem.
ZeroStack Reached a $107 Million 0G Token Financing Agreement, Locking 21% of 0G Supply
Nasdaq-listed company ZeroStack Corp. announced that it has reached a final agreement for a $107 million financing transaction anchored by 0G tokens. Upon completion, ZeroStack will hold approximately 21% of the total supply of 0G tokens. According to the financing terms, ZeroStack will establish a company in Texas called Texas Blocker to facilitate this transaction. The investor plans to contribute 142,232,948 native 0G tokens (valued at approximately $107 million), and Texas Blocker will become a wholly-owned subsidiary of ZeroStack upon completion of the stock exchange, which is expected to be completed around July 5, 2026, subject to the satisfaction of customary closing conditions and shareholder approval.
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