Editor's Note: As the situation in the Middle East gradually eases amid the uncertainty of "negotiation OR NOT," the US stock market has once again welcomed a "TACO-style recovery," with some leading cryptocurrency concept stocks experiencing an upturn. Last week, the S&P 500 Index briefly hit a new high of over 7000 points, the Asian stock markets also warmed up synchronously, the MSCI Asia Pacific Index rose 0.8% at one point, and the MSCI Emerging Markets Index regained all the declines suffered in nearly two months since the outbreak of the Iranian conflict; the South Korean KOSPI index reached 6388.47 points today, setting a historic high. In the short term, the market has digested the negative impact of the US-Iran situation, and the next stage may continue to rise for additional gains.
Below is a summary of last week's cryptocurrency and stock market information compiled by Odaily Planet Daily, all US stock data is frommsx.com.
Middle East Issue Eases, Economy and Fundamentals Become Focus for US Stocks and Other Markets, Silver Volatility Exceeds Gold
UBS: Investors Will Shift Focus from Middle East Issues to Economy and Earnings Fundamentals, US Stocks Still Attractive
On April 16, UBS research report indicated that based on their baseline scenario, the final diplomatic resolution of the Middle East conflict will allow investors to refocus on healthy economic and earnings fundamentals. The report stated that during the escalation of the Middle East crisis, they maintained that both global and US stock markets remained attractive. UBS expects a strong performance in the first quarter earnings season for US stocks, highlighting an optimistic outlook for corporate profits, with earnings per share expected to grow by 17% this quarter, marking the fastest growth since the fourth quarter of 2021. However, the bank also anticipates that the long road to a lasting ceasefire in the Middle East will be fraught with difficulties, and even if shipping in the Strait of Hormuz resumes, the global energy market will take time to return to normal. Therefore, they have recently revised their Brent crude oil price forecast for the end of June from $90 per barrel to $100 per barrel. Considering the outlook for the energy market, stock markets that are most sensitive to high fuel costs (including the Eurozone and India) have become more cautious, downgrading their ratings from "attractive" to "neutral."
Analysis: Focus on Progress of US-Iran Negotiations and Strait Resumption, Short-term Silver Follows Gold in Stronger Fluctuations, Volatility May Exceed Gold
As the Strait of Hormuz is once again blocked and the US-Iran conflict escalates, the dollar index has risen along with inflation concerns. Silver's industrial attributes make it more sensitive to global growth and risk appetite, often resulting in larger fluctuations than gold; currently, parts of the US economy showing "stagnation" have not yet been validated. Under the renewed escalation of the US-Iran geopolitical tension, oil prices are rising in the short term, and expectations for interest rate cuts are unlikely to heat up quickly and will require more economic data for guidance. In addition, the current spot silver market remains weak, with 1M, 3M, and 6M London silver leasing rates slightly recovering but still operating at low levels. Short-term expectations for silver industrial demand are also weak. With the cancellation of photovoltaic tax rebates in April, previous export behavior in the silver field related to photovoltaics may slow down.
Weekly Updates on Cryptocurrency and Stock Listed Companies
Representative Companies of BTC Treasury Listed Companies
According to SoSoValue data, as of 8 AM Eastern Time on April 20, 2026, the total weekly net buying of Bitcoin by global listed companies (excluding mining companies) amounted to $2.542 billion, an increase of 154.2% compared to the previous week.
Strategy (formerly MicroStrategy) announced an investment of $2.54 billion (an increase of 154% compared to last week) to purchase 34,164 bitcoins at a price of $74,395, bringing its total holdings to 815,061 bitcoins.
The Japanese listed company Metaplanet did not purchase any bitcoins last week.
Additionally, another four companies purchased bitcoins last week. US asset management company Strive announced on April 15 it bought 27 bitcoins, bringing its total holdings to 13,768 bitcoins, without disclosing the specific purchase amount; Japanese fashion brand ANAP invested $410,000 on April 16 to buy 5.07 bitcoins at a price of $81,607.50, bringing its total holdings to 1,422.1041 bitcoins; UK Bitcoin company The Smarter Web Company announced on April 14 that it invested $800,000 to purchase 11 bitcoins at a price of $72,702, raising its total holdings to 2,706 bitcoins; a French Bitcoin company announced on April 20 that it invested $920,000 to acquire 12 bitcoins at a price of $72,102.50, bringing its total holdings to 2,937 bitcoins.
As of the time of writing, the total number of bitcoins held by the surveyed global listed companies (excluding mining companies) is 1,081,576, representing a growth of 3.28% compared to last week, with a current market value of approximately $8.165 billion, accounting for 5.4% of Bitcoin's circulating market value.
Data: Strategy's Holdings Surpasses IBIT to Become the Largest Bitcoin-Holding Entity Globally
Strategy (MSTR) has surpassed BlackRock's IBIT, becoming the single entity with the largest Bitcoin holdings worldwide. As of April 20, MSTR held a total of 815,061 BTC, with a total cost of about $61.56 billion, an average price of $75,527, and a BTC yield of 9.5% from the beginning of 2026 to date.
Listed Bitcoin mining companies sold over 32,000 BTC in Q1 2026, exceeding the total for all of 2025
Statistics show that listed Bitcoin mining companies sold over 32,000 BTC in the first quarter of 2026, exceeding the total sales volume for all of 2025, setting a record for a single quarter. Data from TheMinerMag indicates that related companies include MARA, CleanSpark, Riot, Cango, Core Scientific, and Bitdeer. Reports also indicate that the current miner hash price is about $33 per day per PH/s, lower than the breakeven level of about $35 for some mining companies. Additionally, according to CryptoQuant data, since 2023, Bitcoin miner reserves have decreased from over 1.86 million BTC to about 1.80 million BTC.
The Smarter Web Company Completes Approximately $2 Million in Private Placement Fundraising
UK Bitcoin treasury company The Smarter Web Company announced that it has completed a private placement of 4,286,410 common shares, according to a previously signed subscription agreement, raising a total of approximately £1.5374 million (approximately $2 million, before deductions), equivalent to about £0.36 per share. The company expects to achieve approximately 98.25% net proceeds, with an outstanding balance of 52,377,540 common shares not yet completed under the current subscription agreement.
Representative Companies of ETH Treasury Listed Companies
Bitmine purchased 101,627 ETH last week, worth approximately $234.7 million. Data shows that the company currently holds a total of 4,976,485 ETH, valued at around $11.49 billion, of which approximately 3,334,637 ETH (around $7.7 billion) has been staked.
Intchains Group Has Staked 8,040 ETH, Planning to Accelerate AI-Enabled Operational Transformation
The Nasdaq-listed Ethereum treasury company Intchains Group announced its latest progress on Ethereum staking and strategic transformation, revealing that it has cumulatively staked 8,040 ETH as of April 16, 2026, of which 1,000 ETH is deployed on the FalconX platform and 7,040 ETH on its own Goldshell Stake platform. The currently adopted multi-platform staking strategy helps to enhance yields and diversify risks. The company has also announced plans to accelerate the transformation of its operational model to be AI-enabled, focusing on automation and intelligent tools in areas such as chip and product research and development, market sales, and overall operations to improve efficiency and decision-making capabilities.
Representative Companies of SOL Treasury Listed Companies
None.
Representative Companies of Altcoin Treasury Listed Companies
Tether announced support for the previously completed $134 million private financing by the listed company Stablecoin Development Corporation (SDEV), which will primarily be used to increase its holdings of SKY tokens.
SDEV is positioned as an investment vehicle for stablecoins targeting traditional market investors, currently holding approximately 2.15 billion SKY, which accounts for about 9.15% of the total supply, and building ecological exposure around Sky Protocol and its stablecoin USDS.
The company states that its core goal is to promote the application of stablecoins and DeFi in real scenarios and to lower the threshold for user participation.
Tether CEO Paolo Ardoino pointed out that the next phase of growth for stablecoins will depend on "availability and the level of infrastructure", shifting the focus from trading scenarios to everyday payments and real applications.
BNB treasury company BNB Plus disclosed that it has received notice from Nasdaq that it no longer meets the continued listing standard due to its stock price falling below the minimum requirement of $1, and that due to implementing a reverse stock split in the past year, it is not eligible for a regular compliance period. The company stated it has applied for a hearing, and its stock will continue to trade on Nasdaq until a decision is reached.
Additionally, BNB Plus announced that its board has approved the initiation of an assessment for strategic alternatives to maximize shareholder value, with potential options including mergers, reverse acquisitions, asset sales, joint ventures, financings, and other transactions. Currently, the value of its cryptocurrency treasury assets is approximately $12.2 million.
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