Editor's Note: As the situation between Israel and Palestine escalates again, the stock market related to cryptocurrency concepts has seen a rare slight rebound, particularly as we noted in last week's Crypto Stock Indicator. The performance of AI-transforming mining companies stands out, with many mining stocks maintaining positive gains; additionally, Circle (CRCL) and Strategy (MSTR) continue their rebound trend, with the former's stock price once nearing $115, currently reported at $111.84; the latter's stock price rebounded to around $146, temporarily reported at $138.95. At present, the leader's rebound trend remains, and the market is fully pricing in expectations for the Federal Reserve's interest rate cut decision as well as easing in the Palestine-Israel situation influenced by Trump.
Below is the summary of cryptocurrency stocks market information from last week, all US stock data comes from msx.com.
Sharp Commentary on Crypto Concept Stocks: Stock Exchanges and CEX Converge, Equity Tokenization Reaches a Milestone Breakthrough
US Stock Exchanges and CEX Converge: NYSE Parent Company ICE Invests in OKX, Nasdaq Teams Up with Kraken's Parent Company
An iconic industry event last week was the investment by ICE Group, the parent company of the world's largest stock exchange, the NYSE, in OKX, valuing it at $25 billion. (For related interpretations, see “NYSE Invests in OKX Valued at $25 Billion, Stock Tokenization Officially Takes Off”). Subsequently, the US stock exchange Nasdaq officially announced collaboration with Payward, Kraken's parent company, to promote tokenized stock trading.
This means that the infrastructure layer of the traditional financial market is beginning to deeply integrate with the core of the cryptocurrency industry, and the trading of tokenized stocks has become an inevitable trend. In this regard, Bloomberg analysts have also provided their viewpoints—Bloomberg ETF Senior Analyst Eric Balchunas stated that Nasdaq's introduction of a stock tokenization framework aims to allow stocks like Nvidia and Tesla to be traded both as traditional stocks and in token format on the blockchain. This initiative will create a bridge between the traditional stock market and blockchain investors, making stock trading more diverse. Equity tokenization will not replace ETFs but rather distribute them to the blockchain, offering opportunities for global investors, particularly in underdeveloped countries and regions. Bringing the world's most popular ETFs and stocks to the blockchain is a positive development for the market.
In the short term, this may be an incremental exchange for both sides; in the long term, the cryptocurrency industry may usher in a new wave of liquidity injection, benefiting the overall market.
10x Research: Mining Companies Transforming into AI Infrastructure May Reshape Next Cycle and Crypto Stock Market Structure
10x Research released its latest analysis indicating that institutional capital inflows and changes in corporate balance sheets are quietly reshaping the cryptocurrency stock market landscape, pushing certain crypto concept stocks up—Circle's stock price has rebounded about 60%, while Coinbase's has increased by about 25%.
At the same time, the transformation of mining companies into AI infrastructure may reshape the next cycle. Bitdeer has previously liquidated its Bitcoin reserves; although the issuance of convertible bonds and the equity placement have diluted equity, the funds obtained may be used to accelerate the transition to high-performance computing and AI infrastructure. This means that the cryptocurrency mining sector is also undergoing structural changes, which may redefine investors' judgments regarding the next cycle.
Based on the recent "lobster fever" driven by OpenClaw, AI may also become the “life-saving remedy” that the crypto market needs to take long-term.
Weekly Update on Cryptocurrency Stock Listing Companies
Representative Companies of BTC Treasury Listed Companies
According to SoSoValue data, as of 8:30 AM EDT on March 9, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $1.28 billion, an increase of 513% compared to the previous week.
Strategy (formerly MicroStrategy) announced on March 9 that it invested $1.28 billion (compared to an increase of 527% from last week's purchase amount) to increase its holdings by 17,994 Bitcoin at a price of $70,946, bringing the total holdings to 738,731 Bitcoin.
Japanese listed company Metaplanet did not purchase Bitcoin last week, marking eight consecutive weeks without purchases.
Additionally, two other companies purchased Bitcoin last week. The Japanese food brand DayDayCook announced on March 4 that it purchased 65 Bitcoin, with no specifics on the amount, bringing its total holdings to 2,183; the French Bitcoin assets company Capital B announced on March 9 that it spent $140,000 to purchase 2 Bitcoin at a price of $71,053.9, bringing its total holdings to 2,836.
As of the time of writing, the total amount of Bitcoin held by the counted global listed companies (excluding mining companies) is 999,210, an increase of 1.84% compared to the previous week, with a current market value of approximately $7.118 billion, accounting for 5.0% of Bitcoin's circulating market value.
Nasdaq-listed company Jiuzi Holdings disclosed that it has reached a strategic agreement where a certain strategic investor will transfer 10,000 Bitcoin (BTC) to it in exchange for equity consideration valued at around $1 billion. The two parties will also establish a strategic partnership to enhance cooperation within the global cryptocurrency ecosystem, including digital asset fund management optimization, cross-border cryptocurrency settlement capabilities, liquidity management collaboration, and strategic coordination at the ecosystem level. Related transactions will subsequently be disclosed based on the reporting requirements of the U.S. Securities and Exchange Commission (SEC). Additionally, the company announced that it has entered into and signed an investment agreement with a strategic investment institution, wherein the institution will purchase 40 million shares of its common stock at a price of $2 per share, totaling an investment of $80 million. The initial investment funds have completed their delivery, and the new funds will be used to expand cash reserves to support the construction of a cryptocurrency asset treasury, formulate asset allocation strategies, etc. The treasury composition is expected to include various cryptocurrencies such as Bitcoin, Ethereum, and stablecoins.
Nasdaq-listed company YY Group Officially Launches Bitcoin Treasury Strategy
Nasdaq-listed company YY Group announced the official launch of its Bitcoin treasury strategy, positioning Bitcoin as a primary reserve asset on its balance sheet, aiming for capital preservation, balance sheet diversification, and long-term shareholder value creation commitment. It is reported that the company will allocate part of its excess cash reserves to Bitcoin and hold them long-term.
Representative Companies of ETH Treasury Listed Companies
Bitmine Increased Holdings by 60,976 ETH Last Week, Total Holdings Exceeding 4.53 Million ETH
Nasdaq-listed Ethereum treasury company Bitmine disclosed that it increased its holdings by 60,976 ETH last week, currently holding 4,534,563 ETH, which accounts for 3.76% of Ethereum's total supply (120.7 million ETH). As of March 8, 2026, the total amount of ETH staked by Bitmine was 3,040,483 ETH (calculated at $1,965 per ETH, totaling $6 billion); the average cost is $3,735, with an unrealized loss of $7.885 billion.
On March 9, Nasdaq-listed Ethereum treasury company Sharplink released its full-year financial report for 2025, disclosing that its Ethereum holdings have increased to 868,699 ETH, including 604,618 native ETH, 208,893 ETH redeemed from LsETH, and 55,188 ETH redeemed from WeETH. It also earned 14,516 ETH as staking rewards, positioning it as the second-largest publicly listed company by ETH holdings globally. Additionally, the company disclosed it holds $28.5 million in cash and $1.9 million in USDC, and it plans to continue increasing its ETH holdings and expanding staking operations.
The financial report shows that the company recorded a net loss of $734 million in 2025, compared to a net profit of $10.1 million in 2024. The loss is primarily due to accounting adjustments caused by the drop in ETH prices in the second half of the year, including $616 million in unrealized losses and $140 million in LsETH impairment losses.
Representative Companies of SOL Treasury Listed Companies
SOL Treasury Company DeFi Development Plans to Launch Dividend-Generating Stablecoin
On March 7, Nasdaq-listed Solana treasury company DeFi Development announced its plan to launch a dividend-generating stablecoin following the strategic investment in the stablecoin protocol development project Apyx, aimed at introducing transparent returns to the stablecoin market. It is reported that the two parties also discussed token economics, valuation frameworks, development roadmaps, and how to utilize Digital Asset Treasury (DAT) for preferred shares distribution.
Representative Companies of Altcoin Treasury Listed Companies
Tron Inc Incrementally Increased Holdings of 175,251 TRX Tokens at an Average Price of $0.29
On March 5, US-listed TRX treasury company Tron Inc. disclosed that it incrementally increased its holdings by 175,251 TRX tokens at an average price of $0.29, bringing its total TRX inventory to over 684.9 million tokens.
Nasdaq-listed company CIMG Plans to Acquire Core Assets of iZUMi Finance
On March 5, iZUMi Finance announced that it reached a strategic agreement with Nasdaq-listed company CIMG Inc. (Nasdaq: IMG) to acquire certain core assets, patents, and intellectual property of iZUMi Finance to further expand CIMG's institutional-grade decentralized financial infrastructure layout.
According to the agreement framework, CIMG plans to integrate iZUMi Finance's multi-chain liquidity technologies and governance mechanisms to enhance on-chain capital efficiency and optimize the returns management of its Bitcoin reserves. At the same time, CIMG plans to purchase $IZI tokens for long-term staking and governance participation.
This acquisition plan is built upon the previous cooperation between both parties, including the jointly launched $20 million Upstarts Fund. By integrating iZUMi's liquidity infrastructure and technological assets, both parties will further strengthen their positioning in the on-chain liquidity market and the institutional-grade DeFi sector.
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