Editor’s Note: As mentioned in last week's Crypto Stock Barometer, after experiencing initial turmoil in the Israel-Palestine situation, crypto concept stocks, especially several leading stocks, have shown an independent market trend amidst the downward trend in U.S. stocks, with impressive gains over the past week. Notably, Circle (CRCL), which we referenced in our previous article "Behind Circle's Strong Price Rebound: AI, Prediction Markets, and Institutional Adoption", has seen its stock price continue to rise, currently nearing $130, with less than 16% increase remaining to reach the target price of $150, expecting to maintain this upward momentum this month; additionally, leveraging a leading investment of $75 million into the crypto treasury company Eightco Holdings Inc., Bitmine has also surpassed a 15% increase in the past week, benefiting from the crypto market's rebound momentum. Bitdeer, on the other hand, continues its "sell all BTC" strategy, persistently selling mined outputs, which has been recognized by the market, resulting in nearly a 10% price increase over the past week, making it worth monitoring in the long term.
The following is a summary of last week's crypto stock market information compiled by Odaily Planet Daily, all U.S. stock data comes frommsx.com.
Crypto Concept Stocks Review: In Geopolitical Shock, Crypto Concept Stocks Become a Safe Haven for Assets
Three Major Wall Street Giants Remain Bullish on U.S. Stocks: Geopolitical Shocks Do Not Change the Bull Market
Strategists from major Wall Street banks state that despite the risks brought by the Iran war, their bullish rationale for the U.S. stock market still holds. Rising oil prices, concerns over living costs, and uncertainties regarding Federal Reserve interest rate prospects pushed the S&P 500 index (SPX) into its worst two-week performance since the tariff turmoil in April last year. Nevertheless, strategists from Goldman Sachs, Morgan Stanley, and JPMorgan Chase noted that earnings growth and valuation provided support, and while valuations remain high, they are no longer extreme as before. Wilson set the benchmark year-end target for the S&P 500 index at 7800 points, indicating approximately 18% upside from last Friday's close. Goldman’s Snyder forecasts that the benchmark index will rebound to 7600 points.
As the war enters its third week, significant increases in crude oil have pushed up U.S. Treasury yields and weakened bets on Federal Reserve rate cuts as inflation concerns grow. The Strait of Hormuz has become a focal point, with any long-term disruption increasing market fears over the global economic risks deepened by the conflict. Despite this, since the outbreak of the Iran war, the U.S. stock market has only experienced a moderate pullback, with less than 20% of developed market stocks in technical oversold territory.
Analysis: Bitcoin Outperforms Gold and the Stock Market Amid Global Turmoil, ETFs and Strategies Continue to Accumulate
Bitcoin and Ethereum have recently outperformed gold and the global stock market, highlighting the safe-haven demand amid geopolitical tensions. Wall Street brokerage Bernstein noted that Bitcoin's resilience reflects a fundamental change in its ownership structure, with institutional investors dominating the market. Regarding institutional holdings, Strategy has been dubbed "the last central bank of Bitcoin," continuously buying Bitcoin during market downturns. Recently, it increased its position by purchasing 22,337 BTC at approximately $70,194 each, raising its total holdings to 761,068 BTC, with an average cost of around $75,696. Analysts pointed out that Bitcoin's recent performance under geopolitical pressures has reignited discussions of it as "digital gold." Strategy stock (MSTR) is currently approximately 14% discounted relative to Bitcoin's net asset value, providing stock market investors with a high-beta way to participate in Bitcoin's rise. Through high-yield financing provided by the STRC product, Strategy further secured liquidity to support market purchases.
At the same time, spot Bitcoin ETFs have attracted about $2.1 billion in inflows over the past three weeks, accounting for approximately 6.1% of total supply, with institutional investors including wealth management firms, pension funds, and sovereign investors. Retail investors have recently shown net selling, but the proportion of long-term holders remains high, with about 60% of Bitcoin not moving in a year, reflecting the continued presence of long-term value storage attributes.
Weekly Update on Cryptocurrencies Listed Companies
BTC Treasury Listed Company Representative Enterprises
According to SoSoValue data, as of 8:30 AM EST on March 16, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $1.57 billion, an increase of 22.7% compared to last week.
Strategy (formerly MicroStrategy) announced on March 16 that it invested $1.57 billion (an increase of 22.7% compared to last week's purchase amount), purchasing 22,337 Bitcoins at a price of $70,194 each, raising total holdings to 761,068 BTC.
Japanese listed company Metaplanet did not purchase Bitcoin last week, marking nine consecutive weeks without purchases.
Additionally, two other companies purchased Bitcoin last week. The UK Bitcoin company The Smarter Web Company announced on March 10 that it invested $200,000 to purchase 3 Bitcoins at a price of $65,291 each, raising total holdings to 2,695 BTC; the UK Bitcoin company BHODL announced on March 13 that it invested $71,161 to purchase 1 Bitcoin.
Nasdaq-listed company Zeta Network Group Inc. announced the issuance of $10 million in convertible bonds, of which the first phase of $6 million will be used to purchase Bitcoin.
As of publication, the total holding of Bitcoin among the counted global listed companies (excluding mining companies) is 1.02 million BTC, an increase of 2.1% compared to last week, with a current market value of about $75.4 billion, accounting for 5.1% of Bitcoin’s circulating market value.
Metaplanet CEO Simon Gerovich stated in a post that the company has issued 100 million moving strike warrants with mNAV terms. According to the design, the warrants can only be exercised when the company's stock price exceeds 1.01 times the mNAV to ensure that each new share issued enhances shareholder value.
Simon Gerovich noted that this mechanism is expected to raise approximately $234 million in additional funds for the company to purchase Bitcoin and will exercise warrants only when it positively impacts per share BTC holdings.
ETH Treasury Listed Company Representative Enterprises
The Ethereum Foundation sold 5,000 ETH to BitMine for $10.2 million last week
The Ethereum Foundation completed an over-the-counter transaction, selling 5,000 ETH to BitMine Immersion Technologies at a price of $2042.96 each, totaling approximately $10.2 million. The transaction was conducted via on-chain transfer using the Ethereum Foundation’s Safe multi-signature wallet. The Ethereum Foundation posted on the X platform stating that the funds will be used to support core operations of the Ethereum ecosystem, including protocol development, community funding, and broader ecosystem building.
BitMine Immersion Technologies is listed on the New York Stock Exchange under the ticker BMNR and is chaired by Fundstrat co-founder Tom Lee. The company currently holds over 4.5 million ETH, worth about $9.3 billion, and has been steadily increasing its ETH holdings since mid-2025.
This is the second time the Ethereum Foundation has sold ETH to corporate buyers through over-the-counter transactions. In July 2025, the foundation sold 10,000 ETH to SharpLink Gaming at an average price of $2572.37, with a transaction value of approximately $25.7 million. These transactions fall under a financial management framework introduced by the Ethereum Foundation in June 2025, allowing the foundation to regularly convert part of its ETH holdings into fiat reserves to support operational expenses. Additionally, the Ethereum Foundation recently plans to deploy about 70,000 ETH to validators’ staking.
SOL Treasury Listed Company Representative Enterprises
None.
Altcoin Treasury Listed Company Representative Enterprises
Eightco Holdings received a $125 million funding commitment, Bitmine to lead $75 million
Nasdaq-listed company Eightco Holdings announced a new funding commitment of $125 million, with the Ethereum treasury company Bitmine leading with a $75 million investment, ARK Invest committing at least $25 million, and Payward, the parent company of the crypto platform Kraken, also committing $25 million to ORBS. The new funds will support its business expansion, investing in technologies shaping the next generation of artificial intelligence, blockchain infrastructure, and global digital consumer platforms, while the company stated it will continue to hold Worldcoin co-founded by Sam Altman and Ethereum, maintaining a long-term optimistic view on the ERC-20 protocol. It is reported that Bitmine Chairman Tom Lee will join the board of Eightco Holdings. ARK Invest's Chief Futurist Brett Winton will serve as an advisor to the ORBS board, while Dan Ives will resign from his position as ORBS Chairman.
U.S. listed company Cypherpunk invests $5 million in Zcash Open Development Lab
Nasdaq-listed company Cypherpunk Technologies announced it has invested $5 million in Zcash Open Development Lab (ZODL), founded by former Electric Coin Company (ECC) CEO Josh Swihart, marking its first technological investment outside of ZEC. ZODL currently owns Zashi wallet technology and related intellectual property, aiming to continuously develop the wallet and support Zcash at the protocol level.
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